| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
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| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
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CFO & Chief Admin Officer
1 company
Jonathan Aaron Coblentz last filed a Form 4 in March 2025, as CFO & Chief Admin Officer at OPRT. Jonathan Aaron Coblentz's net worth is not public. Form 4 filings only show shares in the companies where this person was an insider, as of the last filing.
Our model assigns Jonathan Aaron Coblentz a strong insider score of 72/100, based on 11 past trades. Over a 12-month horizon, 63.6% of those trades were profitable, with an average 12-month return of +17.9%.
At the last filing, the largest reported position was 220,509 shares of OPRT. Net of sales, the OPRT filings show accumulation of 121,876 shares.
Jonathan Aaron Coblentz has 42 Form 4 filings on record from March 2020 to March 2025, all as CFO & Chief Admin Officer at Oportun Financial (OPRT), 2020–2025.
The 114 reported transactions were 39 option exercises, 35 tax withholdings, 11 open-market sales and 10 gifts, plus smaller numbers of other types.
Counted by filing, the open-market trades come to 3 purchases worth about $673K and 7 sales worth about $938K.
The largest open-market purchase was 100,000 shares of OPRT at an average $3.26 on March 20, 2023, about $326K. Twelve months later OPRT was down 24%.
The largest open-market sale was 10,400 shares of OPRT at an average $27.50 on November 11, 2021, about $286K. Twelve months later OPRT was down 75%.
Shares as reported in the last Form 4 for each company; the most recent is from March 2025. Values use today's prices. Any trades after the last filing were not reported, so current holdings may differ.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Nov 29, 2024 | OPRT Oportun Financial Corp | CFO & Chief Admin Officer | Buy | 25,500 | $3.91 | $99,681.00 | +9.3% | +76.4% | +29.9% | |
| Mar 20, 2023 | OPRT Oportun Financial Corp | CFO & Chief Admin Officer | Buy | 100,000 | $3.26 | $326,100.00 | +104.2% | +67.0% | -23.9% | |
| Nov 11, 2022 | OPRT Oportun Financial Corp | CFO & Chief Admin Officer | Buy | 38,149 | $6.49 | $247,522.68 | +34.8% | +11.4% | -62.0% | |
| Nov 11, 2021 | OPRT Oportun Financial Corp | CFO & Chief Admin Officer | Sale+OE | 10,400 | $27.50 | $286,000.00 | -14.6% | -35.8% | -75.4% | |
| Aug 30, 2021 | OPRT Oportun Financial Corp | CFO & Chief Admin Officer | Sale+OE | 10,400 | $25.50 | $265,200.00 | -14.5% | -12.2% | -78.6% | |
| Aug 6, 2021 | OPRT Oportun Financial Corp | CFO & Chief Admin Officer | Sale+OE | 10,400 | $25.00 | $260,000.00 | -14.5% | +2.1% | -59.2% | |
| Aug 31, 2020 | OPRT Oportun Financial Corp | CFO & Chief Admin Officer | Sale+OE | 3,630 | $12.81 | $46,485.78 | -6.5% | - | - | |
| Aug 3, 2020 | OPRT Oportun Financial Corp | CFO & Chief Admin Officer | Sale+OE | 4,759 | $13.33 | $63,443.66 | -9.4% | - | - | |
| Jun 1, 2020 | OPRT Oportun Financial Corp | CFO & Chief Admin Officer | Sale+OE | 281 | $10.13 | $2,847.15 | -0.7% | - | - | |
| May 20, 2020 | OPRT Oportun Financial Corp | CFO & Chief Admin Officer | Sell | 1,903 | $7.43 | $14,137.20 | -4.9% | - | - |