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Oportun Financial Corp — Investor Relations & Filings

Ticker · OPRT ISIN · US68376D1046 LEI · 549300351Y4J4FKIOR78 US Financial and insurance activities
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Filings indexed 698 across all filing types
Latest filing 2024-05-09 Earnings Release
Country US United States of America
Listing US OPRT

About Oportun Financial Corp

http://www.oportun.com

Oportun Financial Corp. is a mission-driven financial services company that provides inclusive and affordable financial solutions. The company primarily serves individuals with limited or no credit history, offering products designed to help them build a better financial future. Its core offerings include personal loans, credit cards, and an AI-powered mobile application that features intelligent savings and budgeting tools. Oportun's platform is engineered to help members establish and build their credit history through responsible borrowing. As a certified Community Development Financial Institution (CDFI), the company focuses on empowering underserved communities with accessible financial tools and resources.

Recent filings

Filing Released Lang Actions
8-K
Earnings Release Classification · 95% confidence The document is a Form 8-K filed with the SEC, dated May 9, 2024, reporting the issuance of a press release regarding the company's financial results for the fiscal quarter ended March 31, 2024. The document states that the press release is furnished as an exhibit and is not treated as filed for certain regulatory purposes. The length is 3659 characters, which is relatively short and the document primarily announces the release of financial results rather than containing the results themselves. This fits the profile of an Earnings Release (ER) announcement, as it is the initial announcement of quarterly financial results. The document is not the full quarterly report (which would be an Interim/Quarterly Report IR), nor is it a regulatory filing or certification. Therefore, the best classification is Earnings Release (ER).
2024-05-09 English
PRE 14A
Proxy Solicitation & Information Statement Classification · 100% confidence The document is titled 'PRE 14A' and is identified as a 'Preliminary Proxy Statement' filed pursuant to Section 14(a) of the Securities Exchange Act of 1934. It includes detailed information about the upcoming Annual Meeting of Stockholders, including date, time, voting instructions, board recommendations, director nominees, governance highlights, and executive compensation highlights. The content is consistent with materials sent to shareholders to provide information and solicit votes for the annual meeting. There is no indication that this is the actual annual report or financial statements, but rather proxy solicitation materials. Therefore, the document fits the category of Proxy Solicitation & Information Statement (PSI). The document length (15,000 characters) and detailed content confirm it is not a brief announcement or a simple report publication notice.
2024-05-03 English
10-K/A
Annual Report FY 2023
2024-04-29 English
FORM 3
Director's Dealing
2024-04-26 English
AMENDMENT NO. 4 TO THE SCHEDULE 13D
Major Shareholding Notification
2024-04-24 English
8-K
Board/Management Information Classification · 95% confidence The document is a Form 8-K filed with the SEC, dated April 19, 2024, by Oportun Financial Corporation. It reports multiple items: entry into a material definitive agreement related to board changes, appointment of a new director, and a press release with preliminary unaudited financial information for Q1 2024. The document includes detailed disclosures about board appointments and agreements with a shareholder group, Findell Capital Management. The primary focus is on management and board changes, including appointment of a new director and board observer, and related agreements. There is no comprehensive financial report or detailed financial statements included, only a reference to a press release with preliminary financial data. The document is not an earnings release (ER) because it is a Form 8-K with multiple items, not just financial results highlights. It is not an Annual Report (10-K) or Interim Report (IR) because it lacks full financial statements and analysis. It is not a proxy statement or voting results announcement. The main content is about board and management changes and related agreements. Therefore, the best classification is Board/Management Information (MANG). Confidence is high given the detailed description of director appointments and board changes.
2024-04-22 English

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