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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 2021-03-05 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
2021-03-05 English
FORM 4
Director's Dealing
2021-03-05 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 unscheduled material events or corporate changes. The text describes receipt of a Civil Investigative Demand from the Consumer Financial Protection Bureau regarding compliance with federal consumer protection laws. There are no financial statements or detailed financial data included, only a description of the event and the company's response. The document length is 3935 characters, which is relatively short and consistent with a regulatory announcement rather than a full report. This fits the category of Regulatory Filings (RNS), which is the fallback for miscellaneous filings that do not fit other specific categories and includes current reports like Form 8-Ks reporting legal or regulatory events.
2021-03-04 English
S-8
Capital/Financing Update Classification · 100% confidence The document is a Form S-8 Registration Statement filed with the SEC by Oportun Financial Corporation. It registers additional shares under the company's 2019 Equity Incentive Plan and 2019 Employee Stock Purchase Plan. The document includes details about the registration fee, incorporation by reference of prior filings including the company's Annual Report on Form 10-K, and exhibits related to corporate governance and legal opinions. Form S-8 is specifically used for registering securities to be offered under employee benefit plans and is a capital/financing related filing rather than a financial report or management discussion. Therefore, this document is best classified as a Capital/Financing Update (CAP). The document length and content confirm it is not a brief announcement or a certification but a substantive registration statement.
2021-02-23 English
10-K
Annual Report FY 2020
2021-02-23 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 a press release about financial results for the fiscal quarter and full year ended December 31, 2020, but it is not the earnings release itself; rather, it states that the press release is furnished as an exhibit. The document also discusses a plan to close retail locations and workforce reductions, which are operational updates. The document is not a full financial report like an Annual Report (10-K) or Interim Report (IR), nor is it a transcript, proxy, or governance document. It is a regulatory filing announcing material events and attaching a press release. Therefore, the best classification is Regulatory Filings (RNS). The document length is about 5,498 characters, which is consistent with a typical 8-K filing. Confidence is high given the clear SEC form type and content.
2021-02-18 English

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