| 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 |
|---|---|---|---|---|---|---|---|---|---|
Global Controller and Pao
1 company
Casey Mueller last filed a Form 4 in March 2025, as Global Controller and Pao at OPRT. Casey Mueller'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 Casey Mueller a below-average insider score of 32/100, based on 3 past trades. Over a 12-month horizon, 33.3% of those trades were profitable, with an average 12-month return of -39.8%.
At the last filing, the largest reported position was 171,693 shares of OPRT. The OPRT filings lean toward selling, a net 29,582 shares.
Casey Mueller has 9 Form 4 filings on record from September 2022 to March 2025, all as Global Controller and Pao at Oportun Financial (OPRT), 2022–2025.
The 19 reported transactions were 9 tax withholdings, 7 open-market sales and 3 stock awards.
Counted by filing, the open-market trades come to no purchases and 3 sales worth about $170K.
The largest open-market sale was 26,247 shares of OPRT at an average $5.99 on March 10, 2025, about $157K. Twelve months later OPRT was down 18%.
None of the 3 sales since April 2023 was marked as made under a Rule 10b5-1 trading plan.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 10, 2025 | OPRT Oportun Financial Corp | Global Controller and Pao | Sell | 26,247 | $5.99 | $157,219.53 | -13.3% | +15.4% | -18.0% | |
| Dec 9, 2024 | OPRT Oportun Financial Corp | Global Controller and Pao | Sell | 2,962 | $4.01 | $11,877.62 | -1.5% | +47.1% | +37.4% | |
| Sep 10, 2024 | OPRT Oportun Financial Corp | Global Controller and Pao | Sell | 373 | $2.45 | $913.85 | -0.2% | +55.7% | +150.1% |