0001538716-15-000002.txt : 20150220 0001538716-15-000002.hdr.sgml : 20150220 20150219193150 ACCESSION NUMBER: 0001538716-15-000002 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20150220 DATE AS OF CHANGE: 20150219 EFFECTIVENESS DATE: 20150220 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Oportun Financial Corp CENTRAL INDEX KEY: 0001538716 IRS NUMBER: 453361983 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-234386 FILM NUMBER: 15633304 BUSINESS ADDRESS: STREET 1: 1600 SEAPORT BLVD., SUITE 250 CITY: REDWOOD CITY STATE: CA ZIP: 94063 BUSINESS PHONE: (650) 391-0214 MAIL ADDRESS: STREET 1: 1600 SEAPORT BLVD., SUITE 250 CITY: REDWOOD CITY STATE: CA ZIP: 94063 FORMER COMPANY: FORMER CONFORMED NAME: Progreso Financiero Holdings, Inc. DATE OF NAME CHANGE: 20120104 D 1 primary_doc.xml X0707 D LIVE 0001538716 Oportun Financial Corp 1600 SEAPORT BLVD., SUITE 250 REDWOOD CITY CA CALIFORNIA 94063 (650) 391-0214 DELAWARE Progreso Financiero Holdings, Inc. Corporation true 2011 Raul Vazquez Oportun Financial Corporation 1600 Seaport Blvd., Ste. 250 Redwood City CA CALIFORNIA 94063 Executive Officer Director Jonathan Coblentz Oportun Financial Corporation 1600 Seaport Blvd., Ste. 250 Redwood City CA CALIFORNIA 94063 Executive Officer Scott Harvey Oportun Financial Corporation 1600 Seaport Blvd., Ste. 250 Redwood City CA CALIFORNIA 94063 Executive Officer David Strohm c/o Greylock Partners 2250 Sand Hill Rd., Ste. 200 Menlo Park CA CALIFORNIA 94025 Director Chris Larsen c/o Oportun Financial Corporation 1600 Seaport Blvd., Ste. 250 Redwood City CA CALIFORNIA 94063 Director Carl Pascarella c/o TPG Capital, L.P. 345 California St. San Francisco CA CALIFORNIA 94104 Director Thomas Patterson c/o Madrone Partners 3000 Sand Hill Rd., Building 1 Menlo Park CA CALIFORNIA 94025 Director Aida Alvarez c/o Oportun Financial Corporation 1600 Seaport Blvd., Ste. 250 Redwood City CA CALIFORNIA 94063 Director Dean Florez c/o Oportun Financial Corporation 1600 Seaport Blvd., Ste. 250 Redwood City CA CALIFORNIA 94063 Director Jules Maltz c/o Institutional Venture Partners XIV 3000 Sand Hill Rd., Bldg. 2, Ste. 250 Menlo Park CA CALIFORNIA 94025 Director Louis Miramontes c/o KPMG 55 2nd Street, #1400 San Francisco CA CALIFORNIA 94106 Director Other Banking and Financial Services Decline to Disclose 06b false 2015-02-06 false true false 0 Morgan Stanley & Co., LLC 8209 None None 1585 Broadway New York NY NEW YORK 10036 CA CALIFORNIA CT CONNECTICUT DC DISTRICT OF COLUMBIA MD MARYLAND MA MASSACHUSETTS NJ NEW JERSEY NY NEW YORK UT UTAH VA VIRGINIA false 91113600 90249999 863601 false 21 3600000 0 0 Working capital and other corporate purposes. false Oportun Financial Corp /s/ Scott Harvey Scott Harvey Secretary 2015-02-19