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Material updates from SEC filings (8-K, 10-Q, 10-K) ranked by impact, with no firehose noise.
Results of Operations and Financial Condition On May 7, 2026, the Company issued a press release regarding the Company’s financial results for its fiscal quarter ended March 31, 2026. A copy of the Company’s press release is furnished as Exhibit 99.1 to this report. The information in this report, including Exhibit 99.1 attached hereto, is being furnished and shall not be treated as “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), nor…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers On April 15, 2026, the board of directors (the “Board”) of Oportun Financial Corporation (the “Company”) appointed Doug Bland as Chief Executive Officer and principal executive officer of the Company, effective as of April 20, 2026 (the “Effective Date”). In addition, Mr. Bland was appointed as a Class III director, effective as of the Effective Dat…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers On January 21, 2026, Oportun Financial Corporation (the “Company”) announced that, effective as of April 3, 2026, Raul Vazquez will transition from his role as Chief Executive Officer (“CEO”) to a non-employee advisor to the Company. Mr. Vazquez will step down as a member of the Company’s board of directors (the “Board”) on April 3, 2026. On March 2…
Results of Operations and Financial Condition On February 26, 2026, Oportun Financial Corporation (the “Company”) issued a press release regarding the Company’s financial results for its fiscal quarter and full year ended December 31, 2025. A copy of the Company’s press release is furnished as Exhibit 99.1 to this report. The information in this report, including Exhibit 99.1 attached hereto, shall not be treated as “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, no…
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant 2026-A Securitization On February 9, 2026, Oportun Financial Corporation's (the “Company”) subsidiary, Oportun Issuance Trust 2026-A (the “Issuer”), issued approximately $485 million of two-year revolving fixed rate asset-backed notes (the “Notes”), secured by a pool of its unsecured and secured personal installment loans (the “2026-A Securitization”). The 2026-A Securitization in…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers Transition of Chief Executive Officer On January 21, 2026, the Company and its subsidiary, Oportun, Inc. (“Oportun”), announced that Chief Executive Officer (“CEO”) Raul Vazquez will step down from his roles as CEO and a member of the Company’s board of directors (the “Board”). Based on mutual agreement, Mr. Vazquez will remain in his current role a…
Results of Operations and Financial Condition On January 21, 2026, Oportun Financial Corporation (the “Company”) issued a press release announcing certain preliminary unaudited financial and operating results for the fourth quarter and full fiscal year ended December 31, 2025. A copy of the Company’s press release is attached hereto as Exhibit 99.1 to this report. The Company’s audited financial statements for the year ended December 31, 2025 are not yet available. Accordingly, these prelimin…
Results of Operations and Financial Condition On November 4, 2025, the Company issued a press release regarding the Company’s financial results for its fiscal quarter ended September 30, 2025. A copy of the Company’s press release is furnished as Exhibit 99.1 to this report. The information in this report, including Exhibit 99.1 attached hereto, is being furnished and shall not be treated as “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange A…
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant Personal Loan Warehouse Facility (PLW IV) On October 14, 2025, Oportun Financial Corporation (the “Company”) entered into a new warehouse financing facility (the “PLW IV Warehouse Facility”). In connection with the PLW IV Warehouse Facility, Oportun PLW IV Trust (the “Borrower”), a subsidiary of the Company, entered into a Loan and Security Agreement (the “Loan and Security Agreem…
Entry into a Material Definitive Agreement On September 26, 2025, Oportun Financial Corporation (the “Company”) through its subsidiary, Oportun, Inc., (“Oportun”) entered into the First Amendment to the Amended and Restated Program Agreement (the “Amendment”) with Pathward, National Association (“Pathward”). The Amendment modifies certain terms of the Amended and Restated Program Agreement dated August 11, 2025, between Oportun and Pathward (the “Program Agreement”). Under the Amendment, Path…
Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On August 20, 2025, the Board appointed Mr. Wilcox to the Compensation and Leadership Committee of the Board and on August 25, 2025 to the Audit and Risk Committee of the Board. As reported in the Original Form 8-K, Mr. Wilcox is a Class III director whose appointment, pursuant to the Agreement (as defined in the Original Form 8-K), was effective on July 19, 2025. Mr. Wilcox is entitled to c…
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant The disclosure provided in
Entry into a Material Definitive Agreement 2025-C Securitization On August 21, 2025, Oportun Financial Corporation (the “Company”) issued a press release announcing the issuance of approximately $538 million of two-year revolving fixed rate asset-backed notes (the “Notes”) by Oportun Issuance Trust 2025-C (the “Issuer”) and secured by a pool of its unsecured and secured personal installment loans (the “2025-C Securitization”). The 2025-C Securitization included five classes of fixed rate note…
Results of Operations and Financial Condition On August 6, 2025, the Company issued a press release regarding the Company’s financial results for its fiscal quarter ended June 30, 2025. A copy of the Company’s press release is furnished as Exhibit 99.1 to this report. The information in this report, including Exhibit 99.1 attached hereto, is being furnished and shall not be treated as “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), n…
Entry into a Material Definitive Agreement On August 5, 2025, Oportun Financial Corporation (the “Company”) through its subsidiary, Oportun, Inc., (“Oportun”) entered into an Amended and Restated Program Agreement (the “Agreement”) with Pathward, National Association (“Pathward”), to be effective as of August 11, 2025 (the “Effective Date”). The Agreement amends and restates the original program agreement between Oportun and Pathward dated August 11, 2020, as amended, restated or otherwise mo…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers Appointment of Principal Financial Officer and Principal Accounting Officer On July 22, 2025, the Board of Directors of Oportun Financial Corporation (the “Company”) appointed Joseph Schueller, the Company’s Senior Vice President, Finance – Controller, as the Company’s Principal Financial Officer and Principal Accounting Officer, effective immediate…
Entry into a Material Definitive Agreement On July 14, 2025, Oportun Financial Corporation (the “Company”) entered into a letter agreement (the “Agreement”) with Findell Capital Management LLC and certain of its affiliates (collectively, “Findell”). Pursuant to the Agreement, on the day following the conclusion of the Company’s 2025 annual meeting of stockholders, Warren Wilcox will join the Company’s board of directors (the “Board”) as a Class III director with a term expiring at the Company…
Entry into a Material Definitive Agreement 2025-B Securitization On June 5, 2025, Oportun Financial Corporation (the “Company”) issued a press rele ase announcing the issuance of approximately $439 million two-year asset-backed notes (the “Notes”) by Oportun Issuance Trust 2025-B (the “Issuer”) and secured by a pool of its unsecured and secured personal installment loans (the “2025-B Securitization”). The 2025-B Securitization included five classes of fixed rate notes. The Notes were offered…
Results of Operations and Financial Condition On May 8, 2025, Oportun Financial Corporation (the "Company") issued a press release regarding the Company’s financial results for its fiscal quarter ended March 31, 2025. A copy of the Company’s press release is furnished as Exhibit 99.1 to this report. The information in this report, including Exhibit 99.1 attached hereto, is being furnished and shall not be treated as “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as…
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant The disclosure provided in
Entry into a Material Definitive Agreement Personal Loan Warehouse Facility On April 2, 2025 (the “Closing Date”), Oportun Financial Corporation (the “Company”) issued a press release announcing the closing of a new warehouse facility (the “PLW III Warehouse Facility”). In connection with the PLW III Warehouse Facility, Oportun PLW III Trust (the “Borrower”), a subsidiary of the Company, entered into a Loan and Security Agreement (the “Loan and Security Agreement”) with certain lenders from t…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers Departure of Officer; Appointment of Interim Chief Financial Officer On March 17, 2025, Casey Mueller notified Oportun Financial Corporation (the “Company”) that effective as of April 18, 2025, he plans to resign from his role as Principal Accounting Officer and Global Controller to accept a position at another company. Mr. Mueller has served as the…
Results of Operations and Financial Condition On February 12, 2025, Oportun Financial Corporation (the “Company”) issued a press release regarding the Company’s financial results for its fiscal quarter and full year ended December 31, 2024. A copy of the Company’s press release is furnished as Exhibit 99.1 to this report. The information in this report, including Exhibit 99.1 attached hereto, shall not be treated as “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, no…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers Departure of Officer; Appointment of Interim Chief Financial Officer On February 7, 2025, Mr. Jonathan Coblentz notified the Company that effective March 28, 2025, he plans to retire from his role as Chief Financial Officer (“CFO”) and Chief Administrative Officer (“CAO”) of the Company. Mr. Coblentz has served as the Company’s CFO since 2009. Mr. C…
Entry into a Material Definitive Agreement 2025-A Securitization On January 16, 2025, Oportun Financial Corporation (the “Company”) issued a press release announcing the issuance of approximately $425.1 milli on one-year asset-backed notes (the “Notes”) by Oportun Issuance Trust 2025-A (the “Issuer”) and secured by a pool of its unsecured and secured personal installment loans (the “2025-A Securitization”). The 2025-A Securitization included five classes of fixed rate notes. The Notes were of…
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