Jonathan Aaron Coblentz - Net Worth and Insider Trading

Jonathan Aaron Coblentz Net Worth

The estimated net worth of Jonathan Aaron Coblentz is at least $3 Million dollars as of 2025-07-23. Jonathan Aaron Coblentz is the CFO & Chief Admin Officer of Oportun Financial Corp and owns about 530,762 shares of Oportun Financial Corp (OPRT) stock worth over $3 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 final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Jonathan Aaron Coblentz has not made any transactions after 2024-11-29 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

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Transaction Summary of Jonathan Aaron Coblentz

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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 Company Transaction Date Type of Owner
OPRT Oportun Financial Corp 2024-11-29 CFO & Chief Admin Officer

Jonathan Aaron Coblentz Latest Holdings Summary

Jonathan Aaron Coblentz currently owns a total of 1 stock. Jonathan Aaron Coblentz owns 530,762 shares of Oportun Financial Corp (OPRT) as of November 29, 2024, with a value of $3 Million.

Latest Holdings of Jonathan Aaron Coblentz

Ticker Company Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
OPRT Oportun Financial Corp 2024-11-29 530,762 6.52 3,457,914

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 9 transactions in Oportun Financial Corp (OPRT) over the past 5 years, including 3 buys and 6 sells. The most-recent trade in Oportun Financial Corp is the acquisition of 25,500 shares on November 29, 2024, which cost Jonathan Aaron Coblentz around $99,705.

Insider Trading History of Jonathan Aaron Coblentz

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

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 48.72%. 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 2 times out of 3 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.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Jonathan Aaron Coblentz

Average Return

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Average return per transaction

Outperforming Transactions

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0 out of 2 outperforming transactions.
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1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) -0.68 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) -1.35 LIMIT LIMIT LIMIT LIMIT LIMIT

Jonathan Aaron Coblentz Ownership Network

Ownership Network List of Jonathan Aaron Coblentz

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Ownership Network Relation of Jonathan Aaron Coblentz

Insider Network Chart


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 Chief Legal Officer Kathleen I. Layton , Global Controller and PAO Casey Mueller , and Chief Credit Officer Patrick Kirscht .

Oportun Financial Corp (OPRT) Insider Trades Summary

Over the past 18 months, Jonathan Aaron Coblentz made 1 insider transaction in Oportun Financial Corp (OPRT) with a net purchase of 25,500. Other recent insider transactions involving Oportun Financial Corp (OPRT) include a net sale of 61,531 shares made by Patrick Kirscht , a net sale of 29,582 shares made by Casey Mueller , and a net sale of 18,005 shares made by Kathleen I. Layton .

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, 109,118 shares of Oportun Financial Corp (OPRT) were sold and 81,764 shares were bought by its insiders, resulting in a net sale of 27,354 shares.

Oportun Financial Corp (OPRT)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Oportun Financial Corp Insider Transactions

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Jonathan Aaron Coblentz Mailing Address

Above is the net worth, insider trading, and ownership report for Jonathan Aaron Coblentz. Based on the public information released on the U.S. Securities and Exchange Commission (SEC) website, Jonathan Aaron Coblentz's mailing address is: New York Ny 10023.