| 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 |
|---|---|---|---|---|---|---|---|---|---|
Chief Product Officer | Chief Technology Officer
1 company
David Anthony Needham last filed a Form 4 in March 2022, as Chief Product Officer at OPRT. David Anthony Needham'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 104,071 shares of OPRT. The OPRT filings lean toward selling, a net 27,712 shares.
David Anthony Needham has 25 Form 4 filings on record from March 2020 to March 2022, all as Chief Product Officer at Oportun Financial (OPRT), 2020–2022.
The 59 reported transactions were 25 option exercises, 20 tax withholdings, 8 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 7 sales worth about $457K.
The largest open-market sale was 21,000 shares of OPRT at an average $17.98 on November 25, 2020, about $377K.
Shares as reported in the last Form 4 for each company; the most recent is from March 2022. 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 |
|---|---|---|---|---|---|---|---|---|
| Nov 25, 2020 | OPRT Oportun Financial Corp | Chief Technology Officer | Sell | 21,000 | $17.98 | $377,475.00 | -43.6% | |
| Oct 1, 2020 | OPRT Oportun Financial Corp | Chief Technology Officer | Sale+OE | 40 | $11.63 | $465.19 | - | |
| Aug 31, 2020 | OPRT Oportun Financial Corp | Chief Technology Officer | Sale+OE | 2,238 | $12.81 | $28,658.93 | -10.1% | |
| Aug 3, 2020 | OPRT Oportun Financial Corp | Chief Technology Officer | Sale+OE | 2,855 | $13.46 | $38,436.01 | -15.2% | |
| Jun 30, 2020 | OPRT Oportun Financial Corp | Chief Technology Officer | Sale+OE | 41 | $13.24 | $542.85 | -0.4% | |
| Jun 1, 2020 | OPRT Oportun Financial Corp | Chief Technology Officer | Sale+OE | 112 | $10.25 | $1,147.92 | -1.0% | |
| May 20, 2020 | OPRT Oportun Financial Corp | Chief Technology Officer | Sell | 1,426 | $7.44 | $10,605.88 | -11.8% |