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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 19-Mar-24 6:04 PM View:  | Oportun Financial Corp (OPRT) | 15-Mar-24 | Payment of Exercise | 50,927 | $3.52 | $179,263.00 | (4%) 1.39M to 1.34M | |
| 19-Mar-24 6:04 PM View: | Oportun Financial Corp (OPRT) | 15-Mar-24 | Option Exercise | 23,027 | -- | -- | 2% 1.37M to 1.39M | |
| 22-Jan-24 10:23 AM View: | Intuit Inc. (INTU) | 18-Jan-24 | Option Exercise | 1,215 | -- | -- | 100% 0 to 1.22K | |
| 22-Dec-23 7:32 PM View: | Intuit Inc. (INTU) | 22-Dec-23 | Private Sale | 1,631 | $622.92 | $1,015,980.00 | (100%) 1.63K to 0 | |
| 08-Dec-23 8:21 PM View: | Oportun Financial Corp (OPRT) | 06-Dec-23 | Grant | 176,361 | -- | -- | 15% 1.19M to 1.37M | |
| 06-Oct-23 3:06 PM View: | Intuit Inc. (INTU) | 05-Oct-23 | Market Sale | 1,938 | $516.52 | $1,001,020.00 | (54%) 3.57K to 1.63K | (10%) |
| 11-Sep-23 6:01 PM View: | Oportun Financial Corp (OPRT) | 10-Sep-23 | Payment of Exercise | 15,606 | $7.51 | $117,201.00 | (1%) 1.21M to 1.19M | |
| 15-Jun-23 4:48 PM View: | Oportun Financial Corp (OPRT) | 14-Jun-23 | Payment of Exercise | 87,314 | $5.86 | $511,660.00 | (7%) 1.3M to 1.21M | |
| 15-Jun-23 4:48 PM View: | Oportun Financial Corp (OPRT) | 14-Jun-23 | Option Exercise | 101,675 | $4.40 | $447,370.00 | 9% 1.19M to 1.3M | |
| 14-Mar-23 5:54 PM View: | Oportun Financial Corp (OPRT) | 10-Mar-23 | Payment of Exercise | 28,636 | $4.32 | $123,708.00 | (2%) 1.22M to 1.19M | |
| 14-Mar-23 5:54 PM View: | Oportun Financial Corp (OPRT) | 10-Mar-23 | Option Exercise | 23,026 | -- | -- | 2% 1.2M to 1.22M | |
| 07-Mar-23 5:16 PM View: | Oportun Financial Corp (OPRT) | 03-Mar-23 | Payment of Exercise | 6,381 | $6.00 | $38,286.00 | (< 1%) 1.21M to 1.2M | |
| 07-Mar-23 5:16 PM View: | Oportun Financial Corp (OPRT) | 03-Mar-23 | Option Exercise | 17,849 | -- | -- | 2% 1.19M to 1.21M | |
| 23-Jan-23 6:00 PM View: | Intuit Inc. (INTU) | 19-Jan-23 | Option Exercise | 1,550 | -- | -- | 77% 2.02K to 3.57K | |
| 14-Nov-22 4:28 PM View: | Oportun Financial Corp (OPRT) | 11-Nov-22 | Purchase | 20,577 | $6.77 | $139,292.00 | 2% 1.17M to 1.19M | |
| 14-Nov-22 4:28 PM View: | Oportun Financial Corp (OPRT) | 10-Nov-22 | Private Purchase | 32,320 | $6.46 | $208,923.00 | 3% 1.13M to 1.17M | |
| 14-Sep-22 5:11 PM View: | Oportun Financial Corp (OPRT) | 12-Sep-22 | Payment of Exercise | 15,606 | $5.85 | $91,295.10 | (1%) 1.15M to 1.13M | |
| 01-Sep-22 5:20 PM View: | Oportun Financial Corp (OPRT) | 30-Aug-22 | Payment of Exercise | 14,554 | $5.33 | $77,572.80 | (1%) 1.16M to 1.15M | |
| 01-Sep-22 5:20 PM View: | Oportun Financial Corp (OPRT) | 30-Aug-22 | Option Exercise | 29,353 | -- | -- | 3% 1.14M to 1.16M | |
| 27-Jun-22 4:23 PM View: | Intuit Inc. (INTU) | 23-Jun-22 | Sale | 1,790 | $390.36 | $698,753.00 | (47%) 3.81K to 2.02K | |
| 01-Sep-22 5:20 PM View: | Oportun Financial Corp (OPRT) | 25-May-22 | Gift | 7,948 | -- | -- | < 1% 1.14M to 1.14M | |
| 01-Sep-22 5:20 PM View: | Oportun Financial Corp (OPRT) | 25-May-22 | Gift | 7,948 | -- | -- | (< 1%) 1.14M to 1.14M | |
| 29-Mar-22 5:29 PM View: | Oportun Financial Corp (OPRT) | 25-Mar-22 | Grant | 197,964 | -- | -- | 21% 937.63K to 1.14M | |
| 14-Mar-22 6:46 PM View: | Oportun Financial Corp (OPRT) | 10-Mar-22 | Payment of Exercise | 16,519 | $13.26 | $219,042.00 | (2%) 946.2K to 929.68K | |
| 14-Mar-22 6:46 PM View: | Oportun Financial Corp (OPRT) | 10-Mar-22 | Option Exercise | 23,027 | -- | -- | 2% 923.17K to 946.2K | |
| 10-Mar-22 6:17 PM View: | Oportun Financial Corp (OPRT) | 09-Mar-22 | Payment of Exercise | 431,118 | $13.58 | $5,854,580.00 | (32%) 1.35M to 923.17K | |
| 10-Mar-22 6:17 PM View: | Oportun Financial Corp (OPRT) | 09-Mar-22 | Option Exercise | 791,318 | $1.32 | $1,044,540.00 | 141% 562.97K to 1.35M | |
| 07-Mar-22 5:46 PM View: | Oportun Financial Corp (OPRT) | 03-Mar-22 | Payment of Exercise | 6,276 | $15.71 | $98,596.00 | (1%) 569.24K to 562.97K | |
| 07-Mar-22 5:46 PM View: | Oportun Financial Corp (OPRT) | 03-Mar-22 | Option Exercise | 17,848 | -- | -- | 3% 551.4K to 569.24K | |
| 24-Jan-22 7:56 PM View: | Intuit Inc. (INTU) | 20-Jan-22 | Option Exercise | 2,220 | -- | -- | 140% 1.59K to 3.81K | |
| 14-Sep-21 5:43 PM View: | Oportun Financial Corp (OPRT) | 10-Sep-21 | Payment of Exercise | 15,606 | $24.15 | $376,885.00 | (3%) 567.0K to 551.4K | (1%) |
| 31-Aug-21 5:56 PM View: | Oportun Financial Corp (OPRT) | 30-Aug-21 | Payment of Exercise | 14,553 | $24.86 | $361,788.00 | (3%) 581.55K to 567.0K | |
| 31-Aug-21 5:56 PM View: | Oportun Financial Corp (OPRT) | 30-Aug-21 | Option Exercise | 29,352 | -- | -- | 5% 552.2K to 581.55K | |
| 03-Aug-21 6:54 PM View: | Oportun Financial Corp (OPRT) | 02-Aug-21 | Payment of Exercise | 4,719 | $21.08 | $99,476.50 | (< 1%) 556.92K to 552.2K | |
| 03-Aug-21 6:54 PM View: | Oportun Financial Corp (OPRT) | 02-Aug-21 | Option Exercise | 9,516 | -- | -- | 2% 547.41K to 556.92K | |
| 28-Jun-21 12:21 PM View: | Intuit Inc. (INTU) | 25-Jun-21 | Market Sale | 1,100 | $483.08 | $531,386.00 | (41%) 2.69K to 1.59K | (< 1%) |
| 05-May-21 8:00 PM View: | Intuit Inc. (INTU) | 05-May-21 | Option Exercise | 2,689 | -- | -- | 100% 0 to 2.69K | |
| 04-May-21 7:34 PM View: | Oportun Financial Corp (OPRT) | 03-May-21 | Payment of Exercise | 4,719 | $21.71 | $102,449.00 | (< 1%) 552.13K to 547.41K | |
| 04-May-21 7:34 PM View: | Oportun Financial Corp (OPRT) | 03-May-21 | Option Exercise | 9,516 | -- | -- | 2% 542.61K to 552.13K | |
| 12-Mar-21 7:14 PM View: | Oportun Financial Corp (OPRT) | 10-Mar-21 | Grant | 41,158 | -- | -- | 8% 487.6K to 528.76K | |
| 12-Mar-21 7:14 PM View: | Oportun Financial Corp (OPRT) | 10-Mar-21 | Payment of Exercise | 9,177 | $21.26 | $195,103.00 | (2%) 551.79K to 542.61K | |
| 12-Mar-21 7:14 PM View: | Oportun Financial Corp (OPRT) | 10-Mar-21 | Option Exercise | 23,026 | -- | -- | 4% 528.76K to 551.79K | |
| 05-Mar-21 6:09 PM View: | Oportun Financial Corp (OPRT) | 03-Mar-21 | Payment of Exercise | 6,173 | $18.29 | $112,904.00 | (1%) 493.77K to 487.6K | |
| 05-Mar-21 6:09 PM View: | Oportun Financial Corp (OPRT) | 03-Mar-21 | Option Exercise | 17,849 | -- | -- | 4% 475.93K to 493.77K | |
| 03-Feb-21 8:07 PM View: | Oportun Financial Corp (OPRT) | 01-Feb-21 | Payment of Exercise | 3,656 | $16.22 | $59,300.30 | (< 1%) 479.58K to 475.93K | |
| 03-Feb-21 8:07 PM View: | Oportun Financial Corp (OPRT) | 01-Feb-21 | Option Exercise | 9,516 | -- | -- | 2% 470.07K to 479.58K | |
| 03-Feb-21 8:07 PM View: | Oportun Financial Corp (OPRT) | 14-Dec-20 | Gift | 172,864 | -- | -- | (27%) 642.93K to 470.07K | |
| 02-Dec-20 5:01 PM View: | Oportun Financial Corp (OPRT) | 30-Nov-20 | Payment of Exercise | 1,803 | $16.91 | $30,488.70 | (< 1%) 471.87K to 470.07K | |
| 02-Dec-20 5:01 PM View: | Oportun Financial Corp (OPRT) | 30-Nov-20 | Option Exercise | 3,636 | -- | -- | < 1% 468.23K to 471.87K | |
| 04-Nov-20 7:05 PM View: | Oportun Financial Corp (OPRT) | 02-Nov-20 | Payment of Exercise | 4,719 | $13.30 | $62,762.70 | (< 1%) 472.95K to 468.23K |