| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
GC & Chief Risk Officer | GC & Chief Compliance Officer
1 company
Joan Aristei last filed a Form 4 in July 2023, as GC & Chief Risk Officer at OPRT. Joan Aristei'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.
At the last filing, the largest reported position was 114,114 shares of OPRT. The OPRT filings lean toward selling, a net 4,485 shares.
Joan Aristei has 25 Form 4 filings on record from March 2020 to July 2023, all as GC & Chief Risk Officer at Oportun Financial (OPRT), 2020–2023.
The 55 reported transactions were 21 tax withholdings, 21 option exercises, 6 open-market sales and 4 option or other derivative awards, plus smaller numbers of other types.
Counted by filing, the open-market trades come to no purchases and 5 sales worth about $49K.
The largest open-market sale was 2,369 shares of OPRT at an average $12.80 on August 31, 2020, about $30K.
Shares as reported in the last Form 4 for each company; the most recent is from July 2023. 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% | SEC |
|---|---|---|---|---|---|---|---|---|
| Oct 1, 2020 | OPRT Oportun Financial Corp | GC & Chief Risk Officer | Sale+OE | 297 | $11.66 | $3,463.05 | -0.6% | |
| Aug 31, 2020 | OPRT Oportun Financial Corp | GC & Chief Compliance Officer | Sale+OE | 2,369 | $12.80 | $30,330.78 | -10.1% | |
| Jun 30, 2020 | OPRT Oportun Financial Corp | GC & Chief Compliance Officer | Sale+OE | 297 | $13.27 | $3,940.12 | -1.7% | |
| Jun 1, 2020 | OPRT Oportun Financial Corp | GC & Chief Compliance Officer | Sale+OE | 94 | $10.14 | $953.16 | -0.6% | |
| May 20, 2020 | OPRT Oportun Financial Corp | GC & Chief Compliance Officer | Sell | 1,428 | $7.43 | $10,605.61 | -8.1% |