Oportun Financial Corp. (OPRT) Insider Trading

Last 12 months

Insiders sold $416k and bought nothing on the open market.

None of the selling was scheduled in advance under a 10b5-1 plan. The last open-market buy by an executive or director was in Dec 2024.

Net open-market

−$416k

0 buys · 4 sales

Under a 10b5-1 plan

of the value sold

Insiders who bought / sold

0 / 3

executives and directors

Last open-market buy

Dec 2024

Dec 13, 2024

Get an email when OPRT's executives or directors buy, or make a large sale outside a plan.

Trades · last 2 years

Date	Insider	Trade	Shares	Price	Value	Of their stake	Filing
Sep 10 – 11	Joseph Andrew Schueller SVP-Controller, CAO	SoldNo plan 2 parts	2,859	$7.80 average	$22k	3.9%	Form 4
Sep 10	Kathleen I. Layton Chief Legal Officer	SoldNo plan	4,223	$7.80	$33k	1.4%	Form 4
Mar 10	Kathleen I. Layton Chief Legal Officer	SoldNo plan 3 parts	19,355	$4.90 average	$95k	6.1%	Form 4
Mar 10	Patrick Kirscht Chief Credit Officer	SoldNo plan 4 parts	54,299	$4.90 average	$266k	9.5%	Form 4
Sep 10, 2025	Kathleen I. Layton Chief Legal Officer	SoldNo plan	4,214	$6.64	$28k	2.6%	Form 4
Mar 10, 2025	Casey Mueller Global Controller and PAO	SoldNo plan 5 parts	26,247	$5.99 average	$157k	13%	Form 4
Mar 10, 2025	Patrick Kirscht Chief Credit Officer	SoldNo plan 4 parts	45,341	$5.99 average	$272k	13%	Form 4
Mar 10, 2025	Kathleen I. Layton Chief Legal Officer	SoldNo plan 4 parts	12,717	$5.99 average	$76k	12%	Form 4
Dec 13, 2024	Mohit Daswani Director	Bought	7,420	$3.90	$29k	22%	Form 4
Dec 13, 2024	Carlos Minetti Director	Bought	15,000	$3.89	$58k	43%	Form 4
Dec 11, 2024	R Neil Williams Director	Bought	25,000	$3.87	$97k	22%	Form 4
Dec 10, 2024	Patrick Kirscht Chief Credit Officer	SoldNo plan	8,403	$3.80	$32k	2.4%	Form 4
Dec 9, 2024	Casey Mueller Global Controller and PAO	SoldNo plan	2,962	$4.01	$12k	1.5%	Form 4
Nov 27, 2024 – Nov 29, 2024	Jonathan Aaron Coblentz CFO & Chief Admin Officer	Bought 2 parts	25,500	$3.91 average	$100k	5.0%	Form 4
Nov 27, 2024	Raul Vazquez Chief Executive Officer	Bought	8,844	$3.86	$34k	0.6%	Form 4

Sep 10 – 11No plan
Joseph Andrew Schueller
SVP-Controller, CAO · sold 2,859 at avg $7.80
$22k
3.9% of stake
Sep 10No plan
Kathleen I. Layton
Chief Legal Officer · sold 4,223 at $7.80
$33k
1.4% of stake
Mar 10No plan
Kathleen I. Layton
Chief Legal Officer · sold 19,355 at avg $4.90
$95k
6.1% of stake
Mar 10No plan
Patrick Kirscht
Chief Credit Officer · sold 54,299 at avg $4.90
$266k
9.5% of stake
Sep 10, 2025No plan
Kathleen I. Layton
Chief Legal Officer · sold 4,214 at $6.64
$28k
2.6% of stake
Mar 10, 2025No plan
Casey Mueller
Global Controller and PAO · sold 26,247 at avg $5.99
$157k
13% of stake
Mar 10, 2025No plan
Patrick Kirscht
Chief Credit Officer · sold 45,341 at avg $5.99
$272k
13% of stake
Mar 10, 2025No plan
Kathleen I. Layton
Chief Legal Officer · sold 12,717 at avg $5.99
$76k
12% of stake
Dec 13, 2024
Mohit Daswani
Director · bought 7,420 at $3.90
$29k
22% of stake
Dec 13, 2024
Carlos Minetti
Director · bought 15,000 at $3.89
$58k
43% of stake
Dec 11, 2024
R Neil Williams
Director · bought 25,000 at $3.87
$97k
22% of stake
Dec 10, 2024No plan
Patrick Kirscht
Chief Credit Officer · sold 8,403 at $3.80
$32k
2.4% of stake
Dec 9, 2024No plan
Casey Mueller
Global Controller and PAO · sold 2,962 at $4.01
$12k
1.5% of stake
Nov 27, 2024 – Nov 29, 2024
Jonathan Aaron Coblentz
CFO & Chief Admin Officer · bought 25,500 at avg $3.91
$100k
5.0% of stake
Nov 27, 2024
Raul Vazquez
Chief Executive Officer · bought 8,844 at $3.86
$34k
0.6% of stake

How to read this. Insiders sell for many reasons: taxes, diversifying, a house. Open-market buys are rarer and say more. A 10b5-1 plan is a trading schedule set up months in advance, so those sales were not timed on news. Large holders (funds and 10% owners) are listed under Everything but not counted as insiders. If you own or watch OPRT, we send a push when an executive buys or makes a large sale outside a plan.

Source: SEC Form 4 filings, filed within two business days of each trade and checked for new ones every hour.

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Spot a number that looks wrong? Check it in OPRT's SEC filings or

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Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.

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