Data / Form D filings / Oportun Financial Corp
Oportun Financial Corp: Form D filings
Oportun Financial Corp, a financial services company in San Carlos, CA, filed 10 Form D notices with the SEC between 2012 and 2022. The latest, on January 6, 2022, reports $86.2 million sold of a $86.2 million offering to 58 investors.
Find out what Oportun Financial Corp does, who founded it and who invested, beyond what the filing says. $10 of credit on sign-up, no card.
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Company details from the filing
- Address
- 2 CIRCLE STAR WAY, San Carlos, CA, 94070
- Phone
- (650) 810-8823
- Industry
- Other Banking and Financial Services
- Entity type
- Corporation
- Incorporated in
- Delaware
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 1538716
The full lists. Form D filings in California: 5,891 rows, $138.91, or the new rows each week for $19 a month. Form D filings in Other Banking and Financial Services: 1,280 rows, $64, or the new rows each week for $19 a month. Pay by card with no account. Prices exclude VAT. CSV and Excel files with the columns this page does not show (company, CIK, year incorporated, street, city, state and 5 more), which open on your screen as soon as the payment clears and come by email. For agents and scripts: every list with its row count and price is at https://specstream.ai/data/lists.json.
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Jan 6, 2022 | New notice | $86,212,449 | $86,212,449 | $0 | 58 | Dec 22, 2021 | sec.gov |
| Feb 20, 2015 | New notice | $91,113,600 | $90,249,999 | $863,601 | 21 | Feb 6, 2015 | sec.gov |
| Sep 10, 2013 | New notice | $90,000 | $90,000 | $0 | 1 | Jul 29, 2013 | sec.gov |
| Sep 10, 2013 | New notice | $57,166,220 | $46,776,092 | $10,390,128 | 14 | Aug 28, 2013 | sec.gov |
| Jul 16, 2013 | New notice | $100,000 | $100,000 | $0 | 1 | Jun 28, 2013 | sec.gov |
| Feb 11, 2013 | New notice | $76,819 | $0 | $76,819 | 1 | Jan 8, 2013 | sec.gov |
| Jul 3, 2012 | New notice | $5,578,527 | $0 | $5,578,527 | 7 | Jun 18, 2010 | sec.gov |
| Jul 3, 2012 | New notice | $36,000,000 | $20,786,897 | $15,213,103 | 5 | Jun 18, 2012 | sec.gov |
| May 21, 2012 | New notice | $3,000,000 | $0 | $3,000,000 | 5 | Apr 27, 2012 | sec.gov |
| Jan 9, 2012 | New notice | $40,000,000 | $18,399,995 | $21,600,005 | 13 | Dec 22, 2011 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| David Needham | Executive Officer | |
| Sandra P. Smith | Director | |
| R. Neil P. Williams | Director | |
| Jonathan Coblentz | Executive Officer | |
| Raul Vazquez | Executive Officer, Director | |
| Jo Ann Barefoot | Director | |
| Patrick Kirscht | Executive Officer | |
| Louis P. Miramontes | Director | |
| Frederic P. Welts | Director | |
| Carl P. Pascarella | Director | |
| Aida M. Alvarez | Director | |
| Matthew Jenkins | Executive Officer | |
| David P. Strohm | Director | |
| Roy Banks | Director | |
| Ginny Lee | Director | |
| Joan Aristei | Executive Officer |
Other financial services companies in California that filed recently
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- Hourglass Finance LLC $3 million · Oct 21, 2026
- TORYQAN Global, Inc $100,000 · Oct 19, 2026
- PFDPRO MANAGEMENT FUND, LLC $28.4 million · Oct 9, 2026
- Remnant Financial Foundation, Inc. $2 million · Oct 7, 2026
- PFD Management Fund 1002, LLC $4.7 million · Oct 7, 2026
- LENDonate CA LLC $22.6 million · Sep 23, 2026
- PFD MANAGEMENT FUND 1007, LLC $37.3 million · Sep 10, 2026
- Sightbridge Capital Partners, LLC $25,000 · Sep 3, 2026
- DURAQEX LTD $100 million · Sep 1, 2026
- SimpleBridge Lending LLC $1.5 million · Sep 1, 2026
- PFD MANAGEMENT FUND 1006, LLC $22 million · Aug 20, 2026
- PFD Management Opportunity Fund 3001, LLC $25 million · Aug 20, 2026
- PFD MANAGEMENT FUND 1005, LLC $20.3 million · Aug 17, 2026
- PFD MANAGEMENT FUND 1004, LLC $20.9 million · Aug 14, 2026
Every Form D from the week of Jan 3, 2022 · All recent filings in California · All recent Other Banking and Financial Services filings
Read from SEC EDGAR. Amount sold is what Oportun Financial Corp reported on the day it filed; on an offering that is still open, a later amendment can raise it. Free to reuse with credit to SpecStream under CC BY 4.0.
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