Coblentz Jonathan Aaron

CFO &Chief Admin Officer

1 company

Strong

Trades Analyzed

12M Win Rate

63.6%

Avg 3M Return

+42.7%

Avg 12M Return

+17.9%

Coblentz Jonathan Aaron is a CFO &Chief Admin Officer at Oportun Financial Corp. Recent SEC Form 4 filings include 7 buys and 11 sells.

Estimated insider holdings value: $1.3M based on current market prices.

Holdings by Company

OPRTMar 10, 2025

Current Shares231.1K

Value$1.32M

Net Activity+121.9K

Bought: 163.6KSold: 41.8K

Showing 10 filings

Date	Ticker	Role	Type	Shares	Price	Value	Chg%	3M	12M
Nov 29, 2024	OPRT Oportun Financial Corp	CFO &Chief Admin Officer	Buy	25,500	$3.91	$99,681.00	+4.5%	+76.4%	+29.9%
Mar 20, 2023	OPRT Oportun Financial Corp	CFO &Chief Admin Officer	Buy	100,000	$3.26	$326,100.00	+27.9%	+67.0%	-23.9%
Nov 11, 2022	OPRT Oportun Financial Corp	CFO &Chief Admin Officer	Buy	38,149	$6.49	$247,522.68	+15.3%	+11.4%	-62.0%
Nov 11, 2021	OPRT Oportun Financial Corp	CFO &Chief Admin Officer	Sale+OE	10,400	$27.50	$286,000.00	-7.9%	-35.8%	-75.4%
Aug 30, 2021	OPRT Oportun Financial Corp	CFO &Chief Admin Officer	Sale+OE	10,400	$25.50	$265,200.00	-7.8%	-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	-3.4%	-	-
Aug 3, 2020	OPRT Oportun Financial Corp	CFO &Chief Admin Officer	Sale+OE	4,759	$13.33	$63,443.66	-5.0%	-	-
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%	-	-