A business in context

OPRT research notebook

Read the disclosures. Follow the relationships. Keep the dates in view.

Research JSON

Filing timeline

Download filings CSV

SEC submissions · retrieved 2026-10-24 · 8022 issuers; up to 32 recent company reports and 8 ownership-change filings per issuer

  1. 4 · Ownership change

    Report date 2026-09-10 · 0001538716-26-000110

  2. 4 · Ownership change

    Report date 2026-09-10 · 0001538716-26-000108

  3. 4 · Ownership change

    Report date 2026-09-10 · 0001538716-26-000106

  4. 8-K · Current report

    Report date 2026-09-05 · 0001538716-26-000101 · Items 5.02,8.01,9.01

  5. 8-K · Current report

    Report date 2026-08-19 · 0001538716-26-000096 · Items 5.02,9.01

  6. 4 · Ownership change

    Report date 2026-08-19 · 0001538716-26-000088

  7. 8-K · Current report

    Report date 2026-08-11 · 0001538716-26-000084 · Items 5.02,5.07,9.01

  8. 4 · Ownership change

    Report date 2026-08-11 · 0001739286-26-000004

  9. 4 · Ownership change

    Report date 2026-08-11 · 0001538716-26-000080

  10. 4 · Ownership change

    Report date 2026-08-11 · 0001538716-26-000078

  11. 4 · Ownership change

    Report date 2026-08-11 · 0001538716-26-000076

  12. 10-Q · Quarterly report

    Report date 2026-06-30 · 0001538716-26-000067

  13. 8-K · Current report

    Report date 2026-08-05 · 0001538716-26-000065 · Items 2.02,9.01

  14. 8-K · Current report

    Report date 2026-06-30 · 0001538716-26-000060 · Items 1.01

  15. DEF 14A · Proxy statement

    Report date 2026-08-11 · 0001140361-26-026773

  16. 8-K · Current report

    Report date 2026-06-22 · 0001538716-26-000052 · Items 1.01,9.01

  17. 8-K · Current report

    Report date 2026-06-13 · 0001193125-26-275929 · Items 5.02,8.01,9.01

  18. 10-Q · Quarterly report

    Report date 2026-03-31 · 0001538716-26-000039

  19. 8-K · Current report

    Report date 2026-05-07 · 0001538716-26-000037 · Items 2.02,9.01

  20. 10-K/A · Annual report

    Report date 2025-12-31 · 0001140361-26-018269

  21. 8-K · Current report

    Report date 2026-04-13 · 0001193125-26-159696 · Items 5.02,8.01,9.01

  22. 8-K · Current report

    Report date 2026-03-27 · 0001193125-26-138972 · Items 5.02,9.01

  23. 10-K · Annual report

    Report date 2025-12-31 · 0001538716-26-000015

  24. 8-K · Current report

    Report date 2026-02-26 · 0001538716-26-000010 · Items 2.02,9.01

  25. 8-K · Current report

    Report date 2026-02-09 · 0001538716-26-000007 · Items 2.03,8.01,9.01

  26. 8-K · Current report

    Report date 2026-01-15 · 0001193125-26-017944 · Items 2.02,5.02,9.01

  27. 10-Q · Quarterly report

    Report date 2025-09-30 · 0001538716-25-000105

  28. 8-K · Current report

    Report date 2025-11-04 · 0001538716-25-000102 · Items 2.02,9.01

  29. 8-K · Current report

    Report date 2025-10-14 · 0001193125-25-243729 · Items 2.03,8.01,9.01

  30. 8-K · Current report

    Report date 2025-09-26 · 0001538716-25-000098 · Items 1.01

  31. 8-K/A · Current report

    Report date 2025-07-14 · 0001193125-25-188772 · Items 5.02,8.01

  32. 8-K · Current report

    Report date 2025-08-21 · 0001538716-25-000086 · Items 1.01,2.03,9.01

  33. 10-Q · Quarterly report

    Report date 2025-06-30 · 0001538716-25-000082

  34. 8-K · Current report

    Report date 2025-08-05 · 0001538716-25-000075 · Items 1.01,2.02,9.01

  35. 8-K · Current report

    Report date 2025-07-18 · 0001538716-25-000072 · Items 5.02,5.03,5.07,9.01

  36. 8-K · Current report

    Report date 2025-07-14 · 0001193125-25-158836 · Items 1.01,9.01

  37. 8-K · Current report

    Report date 2025-06-05 · 0001538716-25-000045 · Items 1.01,9.01

  38. 10-Q · Quarterly report

    Report date 2025-03-31 · 0001538716-25-000043

  39. 8-K · Current report

    Report date 2025-05-08 · 0001538716-25-000040 · Items 2.02,9.01

  40. 8-K · Current report

    Report date 2025-04-28 · 0001538716-25-000037 · Items 5.02

Reported insider transactions

Download transactions CSV

SEC insider transactions · retrieved 2026-10-23 · 2026 Q3: filings in this completed quarter; not a live transaction feed

Purchases and sales include open-market or private transactions. Grants, exercises and tax withholding are shown separately. Amendments and joint reports can overlap; rows are not a net-buying score. Prices retain the filing's units; consult its footnotes.

Transaction rows by code · counts, not monetary totals
Purchase: 0 transaction rows0PSale: 3 transaction rows3SGrant / award: 9 transaction rows9AExercise / conversion: 0 transaction rows0MTax / exercise payment: 0 transaction rows0FGift: 0 transaction rows0G
P · PurchaseS · SaleA · Grant / awardM · Exercise / conversionF · Tax / exercise paymentG · Gift

12 matching transaction rows.

Transaction / filedReporting ownerTypeSecuritySharesReported price
2026-09-11
2026-09-14
Schueller Joseph AndrewS · Sale
Disposed
Common Stock28.07.8
2026-09-10
2026-09-14
Schueller Joseph AndrewS · Sale
Disposed
Common Stock2831.07.8
2026-09-10
2026-09-14
Layton Kathleen I.S · Sale
Disposed
Common Stock4223.07.8
2026-09-10
2026-09-14
Rowles Sean AA · Grant / award
Acquired
Common Stock382653.0n/a
2026-09-10
2026-09-14
Rowles Sean AA · Grant / award
Acquired
Performance Stock Units
Derivative security
127551.0n/a
2026-08-19
2026-08-20
Scheirman ScottA · Grant / award
Acquired
Common Stock20869.0n/a
2026-08-11
2026-08-13
Miramontes LouisA · Grant / award
Acquired
Common Stock25042.0n/a
2026-08-11
2026-08-13
WILCOX WARRENA · Grant / award
Acquired
Common Stock20869.0n/a
2026-08-11
2026-08-13
Minetti CarlosA · Grant / award
Acquired
Common Stock20869.0n/a
2026-08-11
2026-08-13
Daswani MohitA · Grant / award
Acquired
Common Stock20869.0n/a
2026-08-11
2026-08-13
Lee GinnyA · Grant / award
Acquired
Common Stock20869.0n/a
2026-08-11
2026-08-13
Tambor Richard N.A · Grant / award
Acquired
Common Stock20869.0n/a

Identity & relationships

Wikidata structured data · retrieved 2026-10-23 · 1658 unambiguous CIK-linked entities; coverage is incomplete

These are sourced identity and relationship claims, with incomplete coverage. Headquarters locations do not describe sales, assets or operating exposure.

SEC issuer · 0001538716Oportun Financial Corp

No parent relationship is available in this import; this is not proof of independence.

No verified LEI join available.

GLEIF legal entity reference data · retrieved 2026-10-23 · 1197 checked identities; 0 unavailable records

Search names and former names
  • Progreso Financiero Holdings, Inc. · former SEC name · 2012-01-09 to 2013-09-10

Revenue in constant purchasing power

USD revenue expressed in 2026-09 consumer-price dollars. Each annual period uses a CPI-U average weighted by the days in its actual reporting interval. This is a purchasing-power comparison, not a company-specific price or volume measure.

Year endedReported USD revenueCPI-adjusted USD revenue
2024-12-31$1.00B$1.08B
2023-12-31$1.06B$1.17B
2022-12-31$640.66M$737.48M
2021-12-31$530.48M$659.52M
2020-12-31$335.06M$436.20M
2019-12-31$446.85M$588.88M
2018-12-31$457.41M$613.74M
2017-12-31$226.24M$310.98M

Bureau of Labor Statistics · retrieved 2026-10-23 · 9 selected series; gaps remain missing

Explore the CPI history ↗