Oportun Financial Corp (OPRT) disclosed that director Scott Scheirman filed an initial ownership report for the company’s common stock. The filing reports 0 shares of common stock beneficially owned following the reported position, with no buy or sell transactions indicated.
Oportun Financial Corp received an amended Schedule 13G indicating that a group of prior large holders affiliated with McLaren Harbor, LLC, CL VI Ventures Offshore, L.P., Castlelake VI GP, L.P., Castlelake, L.P., Rory O'Neill, and Evan Carruthers now report beneficial ownership of 0 shares of common stock. As of the reporting date, this group reports 0% of the outstanding common stock, with no sole or shared power to vote or dispose of any shares.
Oportun Financial Corporation reported changes in its leadership and governance structure. The board expanded from seven to eight members and appointed Scott Scheirman as an independent Class I director, effective August 11, 2026. He will serve as Chair of the Audit & Risk Committee and as a member of the Compensation & Leadership Committee, and has been designated an “audit committee financial expert”.
At the 2026 annual meeting, stockholders elected Mohit Daswani as a Class I director, ratified Deloitte & Touche LLP as independent auditor for 2026, approved on an advisory basis the compensation of named executive officers, and advised that say‑on‑pay votes be held every year. A quorum of 38,350,851 shares, representing 83.55% of voting power, participated.
WILCOX WARREN reported acquisition or exercise transactions in this Form 4 filing.
Oportun Financial Corp director Warren Wilcox received a grant of 20,869 restricted stock units (RSUs) of common stock on August 11, 2026. The RSUs vest in four installments through 2027, and Wilcox now holds 38,910 shares/RSUs directly, subject to continued service-based vesting conditions.
Miramontes Louis reported acquisition or exercise transactions in this Form 4 filing.
Oportun Financial Corp director Louis Miramontes received a grant of 25,042 restricted stock units (RSUs) of common stock. The RSUs vest in four installments: one-fourth on November 11, 2026, February 11, 2027, May 11, 2027, and the remaining one-fourth on the earlier of the day immediately before the 2027 annual stockholder meeting or August 11, 2027, subject to his continued service. Each RSU will settle into one share of common stock, bringing his reported direct holdings to 118,972 shares after this award.
Oportun Financial Corp reported that director Carlos Minetti received an equity compensation award of 20,869 restricted stock units (RSUs) on August 11, 2026. These RSUs will vest in four installments: one-fourth on each of November 11, 2026, February 11, 2027, May 11, 2027, and on the earlier of the date immediately preceding the 2027 annual stockholder meeting or August 11, 2027, subject to his continued service. Each RSU converts into one share of common stock upon settlement. Following this award, Minetti directly holds 88,463 shares of Oportun common stock.
Daswani Mohit reported acquisition or exercise transactions in this Form 4 filing.
Oportun Financial Corp director Mohit Daswani reported an equity award of 20,869 restricted stock units (RSUs) on August 11, 2026. These RSUs vest in four roughly equal installments on November 11, 2026, February 11, 2027, May 11, 2027, and the earlier of the day before the 2027 annual stockholder meeting or August 11, 2027, subject to his continued service. Each RSU will settle into one share of Oportun common stock, bringing his reported direct holdings to 80,883 shares after this award.
Oportun Financial Corp director Ginny Lee reported an acquisition of 20,869 shares of common stock in the form of restricted stock units (RSUs). The RSUs vest in four installments between November 11, 2026 and August 11, 2027, subject to continued service, bringing Lee’s direct holdings to 121,387 shares.
Tambor Richard N. reported acquisition or exercise transactions in this Form 4 filing.
Oportun Financial Corp director Richard N. Tambor received a grant of 20,869 restricted stock units (RSUs) on August 11, 2026. The RSUs vest in four equal installments on November 11, 2026, February 11, 2027, May 11, 2027, and the earlier of the date immediately preceding the 2027 annual stockholder meeting or August 11, 2027, subject to continued service. Following this award, Tambor directly holds 25,392 common shares and has indirect interests in 36,127 shares held by the Richard Tambor Revocable Living Trust and 36,127 shares held by The Dorsey Grant Revocable Living Trust.
A shareholder of Oportun Financial Corp (OPRT) has filed to sell up to 25,000 shares of common stock through Charles Schwab & Co., Inc. on NASDAQ. The planned sale has an aggregate value of $187,687.00 with an expected sale date of August 12, 2026. The shares relate to equity compensation awards from restricted stock lapses on March 3, 2021 (5,804 shares), March 3, 2022 (129 shares), June 14, 2023 (4,933 shares), and March 10, 2025 (14,134 shares).