๐ต๏ธ Oportun Financial Corp ($OPRT)
SEC insider & ownership activity, last 12 months ยท CIK 1538716 ยท every row links its SEC filing
Over the last 12 months insiders sold $416K with no open-market buying against it. Kirscht Patrick sold $266K (Mar). 1 planned sale is pending, the largest $188K (Kirscht Patrick). 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) ยท 3 sellers, $416K (10 lots)
| Insider | Buys | Bought | Sells | Sold | Last |
|---|---|---|---|---|---|
| Kirscht Patrick | 0 | โ | 4 | $266K | Mar 10, 2026 |
| Kathleen I. Layton | 0 | โ | 4 | $128K | Sep 10, 2026 |
| Schueller Joseph Andrew | 0 | โ | 2 | $22K | Sep 11, 2026 |
5%+ holders
| Holder | Stake | Class | Schedule | Event | |
|---|---|---|---|---|---|
| NB Alternatives Advisers LLC | 9.9% | 13D | May 23, 2025 | filing โ | |
| Forager Capital Management, LLC | 9.8% | 13G | Jul 23, 2026 | filing โ | |
| Forager Fund, L.P. | 9.8% | 13G | Jul 23, 2026 | filing โ | |
| Kissel Edward Urban | 9.8% | 13G | Jul 23, 2026 | filing โ | |
| MacArthur Robert Symmes | 9.8% | 13G | Jul 23, 2026 | filing โ | |
| FINN Management GP LLC | 6.9% | 13D | Jul 14, 2025 | filing โ | |
| Findell Capital Management LLC | 6.9% | 13D | Jul 14, 2025 | filing โ | |
| Finn Brian | 6.9% | 13D | Jul 14, 2025 | filing โ | |
| BlackRock, Inc. | 5.5% | 13G | Oct 17, 2025 | filing โ |
Planned insider sales (Form 144)
| Seller | Planned | Approx. sale date | |
|---|---|---|---|
| Schueller Joseph Andrew | $22K | Sep 10, 2026 | filing โ |
| Kathleen I. Layton | $33K | Sep 10, 2026 | filing โ |
| Kirscht Patrick | $188K | Aug 12, 2026 | filing โ |
| Kathleen I. Layton | $95K | Mar 10, 2026 | filing โ |
| Kirscht Patrick | $266K | Mar 10, 2026 | filing โ |
Material events (8-K)
| Item | Event date | |
|---|---|---|
| Officer/director changes (5.02) | Sep 5, 2026 | filing โ |
| Other events (8.01) | Sep 5, 2026 | filing โ |
| Financial Statements and Exhibits (9.01) | Sep 5, 2026 | filing โ |
| Officer/director changes (5.02) | Aug 19, 2026 | filing โ |
| Financial Statements and Exhibits (9.01) | Aug 19, 2026 | filing โ |
| Officer/director changes (5.02) | Aug 11, 2026 | filing โ |
| Shareholder vote (5.07) | Aug 11, 2026 | filing โ |
| Financial Statements and Exhibits (9.01) | Aug 11, 2026 | filing โ |
| Earnings (2.02) | Aug 5, 2026 | filing โ |
| Financial Statements and Exhibits (9.01) | Aug 5, 2026 | filing โ |
| Material agreement (1.01) | Jun 30, 2026 | filing โ |
| Material agreement (1.01) | Jun 22, 2026 | filing โ |
| Financial Statements and Exhibits (9.01) | Jun 22, 2026 | filing โ |
| Officer/director changes (5.02) | Jun 13, 2026 | filing โ |
| Other events (8.01) | Jun 13, 2026 | filing โ |
| Financial Statements and Exhibits (9.01) | Jun 13, 2026 | filing โ |
| Earnings (2.02) | May 7, 2026 | filing โ |
| Financial Statements and Exhibits (9.01) | May 7, 2026 | filing โ |
| Officer/director changes (5.02) | Apr 13, 2026 | filing โ |
| Other events (8.01) | Apr 13, 2026 | filing โ |
| Financial Statements and Exhibits (9.01) | Apr 13, 2026 | filing โ |
| Officer/director changes (5.02) | Mar 27, 2026 | filing โ |
| Financial Statements and Exhibits (9.01) | Mar 27, 2026 | filing โ |
| Earnings (2.02) | Feb 26, 2026 | filing โ |
| Financial Statements and Exhibits (9.01) | Feb 26, 2026 | filing โ |
| New financial obligation (2.03) | Feb 9, 2026 | filing โ |
| Other events (8.01) | Feb 9, 2026 | filing โ |
| Financial Statements and Exhibits (9.01) | Feb 9, 2026 | filing โ |
| Earnings (2.02) | Jan 15, 2026 | filing โ |
| Officer/director changes (5.02) | Jan 15, 2026 | filing โ |