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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 2022-11-23 Board/Management Inform…
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
Board/Management Information Classification · 95% confidence The document is a Form 8-K Current Report filed with the SEC, dated November 17, 2022, by Oportun Financial Corporation. The key content is an amendment to the company's Articles of Incorporation or Bylaws, specifically the approval of Amended and Restated Bylaws by the Board of Directors. The document does not contain financial statements or detailed financial data but focuses on governance changes, such as updates to nomination procedures and stockholder meeting conduct. This fits the category of Board/Management Information (MANG), which includes announcements of changes in company governance documents or board-related matters. The document length is under 5,000 characters and is a standalone filing, not an announcement of a report publication or a certification. Therefore, the appropriate classification is MANG with high confidence.
2022-11-23 English
FORM 4
Director's Dealing
2022-11-14 English
FORM 4
Director's Dealing
2022-11-14 English
10-Q
Interim / Quarterly Report Q3 2022
2022-11-08 English
8-K
Regulatory Filings Classification · 95% confidence The document is a Form 8-K filed with the SEC, which is a current report used to announce major events that shareholders should know about. The text includes an Item 2.02 about results of operations and financial condition, referencing a press release for the fiscal quarter ended September 30, 2022, but does not contain the financial results itself, only a press release as an exhibit. It also includes Item 5.02 about departure of a director, which is a management change announcement. The document is 4354 characters, relatively short, and primarily announces events rather than providing detailed financial statements or analysis. The presence of management changes and a financial results press release points to a Regulatory Filing (RNS) as it does not contain the full financial report or detailed management discussion. Therefore, the best classification is Regulatory Filings (RNS).
2022-11-07 English
8-K
Capital/Financing Update Classification · 95% confidence The document is a Form 8-K filed with the SEC, which is a Current Report used to announce major events that shareholders should know about. The content describes the issuance of $300 million asset-backed notes (a securitization transaction) and references a press release attached as an exhibit. The document does not contain full financial statements or detailed financial analysis but rather announces a financing event. The length is 4382 characters, which is relatively short and consistent with an announcement rather than a full report. The key event is the issuance of notes and the creation of a financial obligation, which fits the category of Capital/Financing Update (CAP). Therefore, the correct classification is CAP with high confidence.
2022-11-03 English

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