🕵️ Oportun Financial Corp ($OPRT)
SEC insider & ownership activity, last 12 months · CIK 1538716 · every row links its SEC filing
Over the last 12 months insiders sold $389K with no open-market buying against it. Kirscht Patrick sold $266K (Mar). FINN Management GP LLC trimmed 7.4% → 6.9%; Findell Capital Management LLC trimmed 7.4% → 6.9%. No red-flag 8-Ks in the window.
Monthly net open-market insider flow, last 12 months (up = net buying)
Insider flow
0 buyers, $0 (0 lots) · 2 sellers, $389K (8 lots)
| Insider | Buys | Bought | Sells | Sold | Last |
|---|---|---|---|---|---|
| Kirscht Patrick | 0 | – | 4 | $266K | Mar 10, 2026 |
| Kathleen I. Layton | 0 | – | 4 | $123K | Mar 10, 2026 |
5%+ holders
| Holder | Stake | Class | Schedule | Event | |
|---|---|---|---|---|---|
| NB Alternatives Advisers LLC | 9.9% | 13D | May 23, 2025 | filing ↗ | |
| Forager Capital Management, LLC | 9.8% | 13G | Jul 23, 2026 | filing ↗ | |
| Forager Fund, L.P. | 9.8% | 13G | Jul 23, 2026 | filing ↗ | |
| Kissel Edward Urban | 9.8% | 13G | Jul 23, 2026 | filing ↗ | |
| Macarthur Robert Symmes | 9.8% | 13G | Jul 23, 2026 | filing ↗ | |
| FINN Management GP LLC | 6.9% | 13D | Jul 14, 2025 | filing ↗ | |
| Findell Capital Management LLC | 6.9% | 13D | Jul 14, 2025 | filing ↗ | |
| Finn Brian | 6.9% | 13D | Jul 14, 2025 | filing ↗ | |
| Blackrock, Inc. | 5.5% | 13G | Oct 17, 2025 | filing ↗ | |
| McLaren Harbor, LLC | 5.5% | 13G | Aug 14, 2025 | filing ↗ | |
| CL VI Ventures Offshore, L.P. | 5.5% | 13G | Aug 14, 2025 | filing ↗ | |
| Castlelake VI GP, L.P. | 5.5% | 13G | Aug 14, 2025 | filing ↗ | |
| Castlelake L.p. | 5.5% | 13G | Aug 14, 2025 | filing ↗ | |
| Rory O'Neill | 5.5% | 13G | Aug 14, 2025 | filing ↗ | |
| Evan Carruthers | 5.5% | 13G | Aug 14, 2025 | filing ↗ | |
| Millennium Management LLC | exited | 13G | Jul 13, 2026 | filing ↗ | |
| Millennium Group Management LLC | exited | 13G | Jul 13, 2026 | filing ↗ | |
| Israel A. Englander | exited | 13G | Jul 13, 2026 | filing ↗ | |
| Integrated CORE Strategies (US) LLC | exited | 13G | Jul 13, 2026 | filing ↗ |
Planned insider sales (Form 144)
| Seller | Planned | Approx. sale date | |
|---|---|---|---|
| Kathleen I. Layton | $95K | Mar 10, 2026 | filing ↗ |
| Kirscht Patrick | $266K | Mar 10, 2026 | filing ↗ |
| Kathleen I. Layton | $28K | Sep 10, 2025 | filing ↗ |
| Scott T. Parker | $24K | Sep 4, 2025 | filing ↗ |
Material events (8-K)
| Item | Event date | |
|---|---|---|
| Material agreement (1.01) | Jun 30, 2026 | filing ↗ |
| Material agreement (1.01) | Jun 22, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Jun 22, 2026 | filing ↗ |
| Officer/director changes (5.02) | Jun 13, 2026 | filing ↗ |
| Other events (8.01) | Jun 13, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Jun 13, 2026 | filing ↗ |
| Earnings (2.02) | May 7, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | May 7, 2026 | filing ↗ |
| Officer/director changes (5.02) | Apr 13, 2026 | filing ↗ |
| Other events (8.01) | Apr 13, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Apr 13, 2026 | filing ↗ |
| Officer/director changes (5.02) | Mar 27, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Mar 27, 2026 | filing ↗ |
| Earnings (2.02) | Feb 26, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Feb 26, 2026 | filing ↗ |
| New financial obligation (2.03) | Feb 9, 2026 | filing ↗ |
| Other events (8.01) | Feb 9, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Feb 9, 2026 | filing ↗ |
| Earnings (2.02) | Jan 15, 2026 | filing ↗ |
| Officer/director changes (5.02) | Jan 15, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Jan 15, 2026 | filing ↗ |
| Earnings (2.02) | Nov 4, 2025 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Nov 4, 2025 | filing ↗ |
| New financial obligation (2.03) | Oct 14, 2025 | filing ↗ |
| Other events (8.01) | Oct 14, 2025 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Oct 14, 2025 | filing ↗ |
| Material agreement (1.01) | Sep 26, 2025 | filing ↗ |
| Material agreement (1.01) | Aug 21, 2025 | filing ↗ |
| New financial obligation (2.03) | Aug 21, 2025 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Aug 21, 2025 | filing ↗ |