Jonathan Aaron Coblentz - Net Worth and Insider Trading
Jonathan Aaron Coblentz Net Worth
The estimated net worth of Jonathan Aaron Coblentz is at least $1 Million dollars as of 2024-05-01. Jonathan Aaron Coblentz is the CFO & Chief Admin Officer of Oportun Financial Corp and owns about 468,719 shares of Oportun Financial Corp (OPRT) stock worth over $1 Million. Details can be seen in Jonathan Aaron Coblentz's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Jonathan Aaron Coblentz has not made any transactions after 2023-03-20 and currently still holds the listed stock(s).
Transaction Summary of Jonathan Aaron Coblentz
Jonathan Aaron Coblentz Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Jonathan Aaron Coblentz owns 1 companies in total, including Oportun Financial Corp (OPRT) .
Click here to see the complete history of Jonathan Aaron Coblentz’s form 4 insider trades.
Insider Ownership Summary of Jonathan Aaron Coblentz
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| OPRT | Oportun Financial Corp | 2023-03-20 | CFO & Chief Admin Officer |
Jonathan Aaron Coblentz Latest Holdings Summary
Jonathan Aaron Coblentz currently owns a total of 1 stock. Jonathan Aaron Coblentz owns 468,719 shares of Oportun Financial Corp (OPRT) as of March 20, 2023, with a value of $1 Million.
Latest Holdings of Jonathan Aaron Coblentz
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| OPRT | Oportun Financial Corp | 2023-03-20 | 468,719 | 3.20 | 1,499,901 |
Holding Weightings of Jonathan Aaron Coblentz
Jonathan Aaron Coblentz Form 4 Trading Tracker
According to the SEC Form 4 filings, Jonathan Aaron Coblentz has made a total of 10 transactions in Oportun Financial Corp (OPRT) over the past 5 years, including 2 buys and 8 sells. The most-recent trade in Oportun Financial Corp is the acquisition of 100,000 shares on March 20, 2023, which cost Jonathan Aaron Coblentz around $326,000.
Insider Trading History of Jonathan Aaron Coblentz
- 1
Jonathan Aaron Coblentz Trading Performance
GuruFocus tracks the stock performance after each of Jonathan Aaron Coblentz's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Jonathan Aaron Coblentz is 34.39%. GuruFocus also compares Jonathan Aaron Coblentz's trading performance to market benchmark return within the same time period. The performance of stocks bought by Jonathan Aaron Coblentz within 3 months outperforms 1 times out of 2 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Jonathan Aaron Coblentz's insider trading performs compared to the benchmark.
Performance of Jonathan Aaron Coblentz
Average Return
-40.99%
Outperforming Transactions
0%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -2.15 | 34.39 | 50.24 | -40.99 | ||
| Relative Return to S&P 500(%) | -3.67 | 27.64 | 42.82 | -62.34 |
Jonathan Aaron Coblentz Ownership Network
Ownership Network List of Jonathan Aaron Coblentz
Ownership Network Relation of Jonathan Aaron Coblentz
Jonathan Aaron Coblentz Owned Company Details
What does Oportun Financial Corp do?
Who are the key executives at Oportun Financial Corp?
Jonathan Aaron Coblentz is the CFO & Chief Admin Officer of Oportun Financial Corp. Other key executives at Oportun Financial Corp include 10 percent owner Jules A. Maltz , 10 percent owner Institutional Venture Management Xiv, Llc , and Chief Legal Officer Kathleen I. Layton .
Oportun Financial Corp (OPRT) Insider Trades Summary
Over the past 18 months, Jonathan Aaron Coblentz made 2 insider transaction in Oportun Financial Corp (OPRT) with a net purchase of 138,149. Other recent insider transactions involving Oportun Financial Corp (OPRT) include a net purchase of 52,897 shares made by Raul Vazquez , a net sale of 50,000 shares made by Institutional Venture Management Xiv, Llc ,
In summary, during the past 3 months, insiders sold 0 shares of Oportun Financial Corp (OPRT) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 50,000 shares of Oportun Financial Corp (OPRT) were sold and 191,046 shares were bought by its insiders, resulting in a net purchase of 141,046 shares.
Oportun Financial Corp (OPRT)'s detailed insider trading history can be found in Insider Trading Tracker table.
Oportun Financial Corp Insider Transactions
Jonathan Aaron Coblentz Mailing Address
Above is the net worth, insider trading, and ownership report for Jonathan Aaron Coblentz. You might contact Jonathan Aaron Coblentz via mailing address: 23 West 73rd Street, Apt 914, New York Ny 10023.
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