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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 2023-06-15 Director's Dealing
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
FORM 4
Director's Dealing
2023-06-15 English
FORM 4
Director's Dealing
2023-06-15 English
8-K
Board/Management Information Classification · 95% confidence The document is a Form 8-K filed with the SEC, dated June 14, 2023, for Oportun Financial Corporation. The key content is an announcement regarding an amendment to the 2021 Inducement Equity Incentive Plan, increasing the number of shares reserved for issuance. This relates to changes in compensatory arrangements and equity incentive plans, which are typically reported under management or board-related announcements. The document does not contain financial statements or detailed financial results, nor is it a full annual or quarterly report. It is not a proxy statement or remuneration report but rather an announcement of a plan amendment approved by the board. The most fitting category is "Board/Management Information (MANG)" as it involves board approval of a significant change in equity incentive plans affecting management and employees. The document length is 4606 characters, which is sufficient for a substantive announcement rather than a brief notice. Therefore, the classification is MANG with high confidence.
2023-06-15 English
8-K
Declaration of Voting Results & Voting Rights Announcements Classification · 95% confidence The document is a Form 8-K current report filed with the SEC by Oportun Financial Corporation. It reports the submission of matters to a vote of security holders at the company's annual meeting held on June 6, 2023. The content includes detailed voting results on director elections, auditor ratification, and executive compensation advisory vote. This matches the description of Declaration of Voting Results & Voting Rights Announcements (DVA), which covers official results from shareholder votes at any general meeting. The document is not an annual report, proxy statement, or management report, but specifically the voting results. The length is about 4981 characters, sufficient to contain detailed vote counts and descriptions. Therefore, the correct classification is DVA with high confidence.
2023-06-08 English
FORM 4
Director's Dealing
2023-06-07 English
FORM 4
Director's Dealing
2023-06-07 English

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