Every Form 4 that Oportun Financial Corporation (OPRT) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow OPRT and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full OPRT filings page.
Oportun Financial Corp (OPRT) reported that director Scott Scheirman received a grant of 20,869 restricted stock units (RSUs) of common stock. The RSUs vest in four installments: one-fourth on November 11, 2026, February 11, 2027, May 11, 2027, and the remainder on the earlier of the date immediately preceding the 2027 annual stockholder meeting or August 11, 2027, subject to his continued service. Each RSU converts into one share at settlement, bringing his reported direct holdings to 20,869 shares after this award.
WILCOX WARREN reported acquisition or exercise transactions in this Form 4 filing.
Oportun Financial Corp director Warren Wilcox received a grant of 20,869 restricted stock units (RSUs) of common stock on August 11, 2026. The RSUs vest in four installments through 2027, and Wilcox now holds 38,910 shares/RSUs directly, subject to continued service-based vesting conditions.
Miramontes Louis reported acquisition or exercise transactions in this Form 4 filing.
Oportun Financial Corp director Louis Miramontes received a grant of 25,042 restricted stock units (RSUs) of common stock. The RSUs vest in four installments: one-fourth on November 11, 2026, February 11, 2027, May 11, 2027, and the remaining one-fourth on the earlier of the day immediately before the 2027 annual stockholder meeting or August 11, 2027, subject to his continued service. Each RSU will settle into one share of common stock, bringing his reported direct holdings to 118,972 shares after this award.
Oportun Financial Corp reported that director Carlos Minetti received an equity compensation award of 20,869 restricted stock units (RSUs) on August 11, 2026. These RSUs will vest in four installments: one-fourth on each of November 11, 2026, February 11, 2027, May 11, 2027, and on the earlier of the date immediately preceding the 2027 annual stockholder meeting or August 11, 2027, subject to his continued service. Each RSU converts into one share of common stock upon settlement. Following this award, Minetti directly holds 88,463 shares of Oportun common stock.
Daswani Mohit reported acquisition or exercise transactions in this Form 4 filing.
Oportun Financial Corp director Mohit Daswani reported an equity award of 20,869 restricted stock units (RSUs) on August 11, 2026. These RSUs vest in four roughly equal installments on November 11, 2026, February 11, 2027, May 11, 2027, and the earlier of the day before the 2027 annual stockholder meeting or August 11, 2027, subject to his continued service. Each RSU will settle into one share of Oportun common stock, bringing his reported direct holdings to 80,883 shares after this award.
Oportun Financial Corp director Ginny Lee reported an acquisition of 20,869 shares of common stock in the form of restricted stock units (RSUs). The RSUs vest in four installments between November 11, 2026 and August 11, 2027, subject to continued service, bringing Lee’s direct holdings to 121,387 shares.
Tambor Richard N. reported acquisition or exercise transactions in this Form 4 filing.
Oportun Financial Corp director Richard N. Tambor received a grant of 20,869 restricted stock units (RSUs) on August 11, 2026. The RSUs vest in four equal installments on November 11, 2026, February 11, 2027, May 11, 2027, and the earlier of the date immediately preceding the 2027 annual stockholder meeting or August 11, 2027, subject to continued service. Following this award, Tambor directly holds 25,392 common shares and has indirect interests in 36,127 shares held by the Richard Tambor Revocable Living Trust and 36,127 shares held by The Dorsey Grant Revocable Living Trust.
Oportun Financial Corp director Richard N. Tambor reported four bona fide gifts of Oportun common stock totaling 144,508 shares on June 15, 2026. The transactions are coded as gifts, with no sale proceeds, and reflect transfers classified as dispositions in the filing.
Some shares were moved to trusts, including the Richard Tambor Revocable Living Trust dated January 6, 2026, for which he serves as trustee, and The Dorsey Grant Revocable Living Trust dated January 6, 2026, where he is not trustee but may be deemed to beneficially own the shares. The filing shows that Tambor continues to hold Oportun shares directly and indirectly after these transfers.
Bland Douglas K reported acquisition or exercise transactions in this Form 4 filing.
Oportun Financial Corp reported that Chief Executive Officer Douglas K. Bland received equity-based compensation awards. He was granted 463,822 Restricted Stock Units (RSUs), which vest over three years, with 33% vesting on the first anniversary of the grant and the remainder in eight quarterly installments, subject to continued service.
He was also granted 463,822 Performance Stock Units (PSUs)March 10, 2029 if both performance and service conditions are met.
Oportun Financial Corp Chief Credit Officer Patrick Kirscht reported stock awards and open-market sales. He received 37,524 Performance Stock Units, each tied to one share of common stock and eligible to vest based on multi-year performance and service conditions. He was also granted 75,047 Restricted Stock Units that vest in three equal annual installments starting on March 10, 2026.
On the same date, Kirscht sold a total of 54,299 common shares in open-market transactions at a weighted average price of about $4.90 per share, with individual trade prices ranging from $4.805 to $4.995. Following these transactions and awards, he directly holds 514,665 shares of common stock, plus unvested performance and restricted stock units.
Oportun Financial Corp’s Chief Executive Officer Raul Vazquez reported several tax-related share dispositions, not market sales. On March 10, 2026, a total of 90,331 shares of common stock were withheld by the company to satisfy tax obligations tied to vesting of previously reported restricted stock units. Following these tax-withholding entries, Vazquez directly owns 1,328,298 shares of Oportun common stock and indirectly holds 233,709 shares through a family trust for which he serves as trustee.
Oportun Financial Corp Chief Legal Officer Kathleen I. Layton reported a mix of equity awards and share sales. She received 35,179 Performance Stock Units (PSUs), each tied to one common share, that may vest based on Economic ROA and relative total shareholder return performance over calendar years 2026–2028, with potential payout from 0% to 125% of target units and final vesting scheduled for March 10, 2029. She also received 70,357 Restricted Stock Units (RSUs), each representing one common share, which vest in three equal annual installments starting March 10, 2026, subject to continued service.
On the same date, Layton sold a total of 19,355 shares of common stock in multiple open‑market transactions at a weighted average price of about $4.90 per share, with actual prices ranging from $4.805 to $4.995. After these transactions, she directly holds 296,229 shares of common stock, plus the newly granted PSUs and RSUs.