COBLENTZ JONATHAN AARON — SEC Form 4 filings
SEC reporting owner CIK 1397972. 5 Form 4 filings on record with FilingPulse; latest filed 2025-03-12.
Transaction summary — filings shown
Covers all 5 filings on record, filed 2024-03-19 to 2025-03-12. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): 2 legs across 1 filing — 25,500 shares, $99,681 total (shares × price as filed).
- Open-market sales (code S, non-derivative): none reported.
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 13.
- Largest priced transaction: purchase of 24,700 shares @ $3.91 ($96,577) in Oportun Financial Corp, filed 2024-12-02.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| Oportun Financial Corp (OPRT) | CFO & Chief Admin Officer | 5 | 2 legs · 25,500 sh · $99,681 | — | 13 |
Form 4 filings — COBLENTZ JONATHAN AARON
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2025-03-12 | 4 | Oportun Financial Corp (OPRT) | Tax withholding (F): 1,385 · Tax withholding (F): 5,831 · Tax withholding (F): 2,180 · Tax withholding (F): 2,577 | EDGAR |
| 2024-12-02 | 4 | Oportun Financial Corp (OPRT) | Purchase (P): 24,700 @ $3.91 · Purchase (P): 800 @ $3.88 | EDGAR |
| 2024-09-12 | 4 | Oportun Financial Corp (OPRT) | Tax withholding (F): 3,706 | EDGAR |
| 2024-06-18 | 4 | Oportun Financial Corp (OPRT) | Grant/award (A): 24,667 · Grant/award (A): 24,667 (derivative) @ $0 | EDGAR |
| 2024-03-19 | 4 | Oportun Financial Corp (OPRT) | Option exercise (M): 7,895 · Tax withholding (F): 3,236 @ $3.52 · Tax withholding (F): 1,446 @ $3.52 · Tax withholding (F): 6,210 @ $3.52 · Tax withholding (F): 2,335 @ $3.52 · Option exercise (M): 7,895 (derivative) @ $0 | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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