---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-25-060321"
form_type: "8-K"
ticker: "OPRT"
cik: "0001538716"
company_name: "Oportun Financial Corp"
filed_at: "2025-03-21T23:59:59+00:00"
generated_at: "2026-05-24T08:40:22.046755+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# Oportun's Principal Accounting Officer resigns; interim CFO appointed

## Summary
- Casey Mueller resigns as Principal Accounting Officer and Global Controller, effective April 18, 2025, to join another company.
- Paul Appleton (Treasurer, Head of Capital Markets) named interim CFO after Jonathan Coblentz's retirement.
- Permanent CFO search underway with several highly qualified candidates identified via executive search firm.
- Coblentz will provide consulting support through filing of Q1 2025 10-Q.
- Resignation not due to any disagreement with Oportun's operations, policies, or practices.

## SEC filing metadata
- accession: 0001193125-25-060321
- form_type: 8-K
- ticker: OPRT
- cik: 0001538716
- company_name: Oportun Financial Corp
- filed_at: 2025-03-21T23:59:59+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 5.02
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1538716/000119312525060321/0001193125-25-060321-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1538716/000119312525060321/d927631d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-25-060321
- JSON: https://secwatch.observer/filing/0001193125-25-060321.json
- Plain text: https://secwatch.observer/filing/0001193125-25-060321.txt

## Key facts
- Executive change
  Casey Mueller resigned as Principal Accounting Officer and Global Controller at Oportun Financial Corp.
  - Action: resigned
  - Role: Principal Accounting Officer and Global Controller
  source text: 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.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1538716/000119312525060321/0001193125-25-060321-index.htm
- Executive change
  Jonathan Coblentz retired as Chief Financial Officer at Oportun Financial Corp.
  - Action: retired
  - Role: Chief Financial Officer
  source text: Jonathan Coblentz’ retirement as the Company’s Chief Financial Officer
  evidence_url: https://www.sec.gov/Archives/edgar/data/1538716/000119312525060321/0001193125-25-060321-index.htm
- Executive change
  Paul Appleton was appointed as Interim Chief Financial Officer at Oportun Financial Corp.
  - Action: appointed
  - Role: Interim Chief Financial Officer
  source text: Given Mr. Mueller’s resignation, Paul Appleton, the Company’s Treasurer and Head of Capital Markets, will serve as interim Chief Financial Officer following Jonathan Coblentz’ retirement as the Company’s Chief Financial Officer, until the search for Mr. Coblentz’ successor is completed.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1538716/000119312525060321/0001193125-25-060321-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.