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Oportun Financial Corp — Investor Relations & Filings

Ticker · OPRT ISIN · US68376D1046 LEI · 549300351Y4J4FKIOR78 US Financial and insurance activities
Filings indexed 698 across all filing types
Latest filing 2022-05-10 Interim / Quarterly Rep…
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
10-Q
Interim / Quarterly Report Q1 2022
2022-05-10 English
8-K
Earnings Release Classification · 95% confidence The document is a Form 8-K filed with the SEC, dated May 9, 2022, reporting the results of operations and financial condition for the fiscal quarter ended March 31, 2022. It includes a press release as Exhibit 99.1. The text explicitly states that the press release is furnished as an exhibit and is not treated as filed for certain regulatory purposes. The document is short (3,584 characters) and primarily serves as a current report announcing the earnings release rather than the full earnings report itself. According to the classification rules, initial announcements of quarterly financial results (key highlights only) correspond to Earnings Release (ER). Therefore, this filing is best classified as an Earnings Release (ER).
2022-05-09 English
DEFA14A
Proxy Solicitation & Information Statement Classification · 100% confidence The document is a Schedule 14A filing, which is a definitive proxy statement or related materials filed pursuant to Section 14(a) of the Securities Exchange Act of 1934. It includes information about the upcoming Annual Meeting of Stockholders, voting instructions, and proposals such as election of directors, ratification of auditors, and advisory votes on executive compensation. The document is titled 'Definitive Additional Materials' related to the proxy statement, which is typical for proxy solicitation and information statements. The document length is 3278 characters, which is relatively short and consistent with proxy materials rather than a full annual report or other detailed filings. Therefore, the document fits the category of Proxy Solicitation & Information Statement (PSI).
2022-04-28 English
DEFINITIVE PROXY STATEMENT
Proxy Solicitation & Information Statement
2022-04-28 English
FORM 3
Director's Dealing
2022-04-19 English
8-K
Board/Management Information Classification · 95% confidence The document is a Form 8-K filed with the SEC, dated April 15, 2022, by Oportun Financial Corporation. The key content is the appointment of a new Principal Accounting Officer, Mr. Casey Mueller, which is a change in senior management. The document does not contain financial statements or detailed financial data but announces a management change. According to the filing definitions, announcements of changes in the company's board of directors or senior management fall under Board/Management Information (MANG). The document length is 4263 characters, which is relatively short and consistent with a management change announcement rather than a full report. Therefore, the appropriate classification is MANG with high confidence.
2022-04-19 English

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