secwatch / observer
8-K filed February 10, 2026, 6:59 PM ET ticker OPRT CIK 0001538716
debt confidence high sentiment positive materiality 0.65

Oportun issues $485M ABS notes at 5.32% yield, repays $70M corporate debt in 2025

Oportun Financial Corp

item 2.03item 8.01item 9.01

Machine-readable event card

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Oportun Financial Corp
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2026-02-10T23:59:59+00:00
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https://www.sec.gov/Archives/edgar/data/1538716/000153871626000007/0001538716-26-000007-index.htm
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https://www.sec.gov/Archives/edgar/data/1538716/000153871626000007/oprt-20260209.htm
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JSON Markdown Plain text

Source-grounded claims

39eeb783495c01931c21b4f05b7be84e583cf741

Oportun Financial Corp incurred senior notes of $485 million at a weighted average coupon of 5.25% per annum maturing two years from the closing date.

On February 9, 2026, Oportun Financial Corporation's (the “Company”) subsidiary, Oportun Issuance Trust 2026-A (the “Issuer”), issued approximately $485 million of two-year revolving fixed rate asset-backed notes (the “Notes”), secured by a pool of its unsecured and secured personal installment loans (the “2026-A Securitization”).

SEC 8-K Item 2.03/2.04 confidence 0.9 SEC evidence

Comparable filings

WS

Worthington Steel prices $700M 7.75% notes due 2033 and $700M term loan for Klöckner acquisition

Worthington Steel, Inc. June 2, 2026, 5:06 PM ET debt Items 1.01, 2.03, 8.01, 9.01

same fact type: debt_financing same SEC item: 2.03, 8.01, 9.01 same event type: debt similar materiality

This filing

On February 9, 2026, Oportun Financial Corporation's (the “Company”) subsidiary, Oportun Issuance Trust 2026-A (the “Issuer”), issued approximately $485 million of two-year revolving fixed rate asset-backed notes (the “Notes”), secured by a pool of its unsecured and secured personal installment loans (the “2026-A Securitization”).

Comparable filing

On June 1, 2026, the Company issued $700,000,000 aggregate principal amount of its 7.750% Senior Secured Notes due 2033

Filing page SEC filing

NE

Noble boosts revolver to $650M, extends to 2031; plans $500M notes due 2034 to refinance 8.5% Diamond Notes

Noble Corp plc June 1, 2026, 8:04 AM ET debt Items 1.01, 2.03, 8.01, 9.01

same fact type: debt_financing same SEC item: 2.03, 8.01, 9.01 same event type: debt similar materiality

This filing

On February 9, 2026, Oportun Financial Corporation's (the “Company”) subsidiary, Oportun Issuance Trust 2026-A (the “Issuer”), issued approximately $485 million of two-year revolving fixed rate asset-backed notes (the “Notes”), secured by a pool of its unsecured and secured personal installment loans (the “2026-A Securitization”).

Comparable filing

The Third Amendment amends the Amended and Restated Senior Secured Revolving Credit Agreement, dated as of April 18, 2023 (the “A&R Credit Agreement”), among the Noble Borrowers, the lenders and other parties party thereto from time to time and the Administrative Agent, to, among other things, (i) increase the total revolving commitments under the senior secured revolving credit facility governed by the A&R Credit Agreement (the “Revolving Credit Facility”) from $550.0 million to $650.0 million and (ii) extend the scheduled maturity of the Revolving Credit Facility from April 18, 2028 to May 29, 2031.

Filing page SEC filing

UGI

UGI's AmeriGas unit issues $500M 6.875% notes, tenders for 2028 notes, redeems 2027 notes

UGI CORP /PA/ May 26, 2026, 9:03 AM ET debt Items 1.01, 1.02, 2.03, 8.01, 9.01

same fact type: debt_financing same SEC item: 2.03, 8.01, 9.01 same event type: debt similar materiality

This filing

On February 9, 2026, Oportun Financial Corporation's (the “Company”) subsidiary, Oportun Issuance Trust 2026-A (the “Issuer”), issued approximately $485 million of two-year revolving fixed rate asset-backed notes (the “Notes”), secured by a pool of its unsecured and secured personal installment loans (the “2026-A Securitization”).

Comparable filing

On May 20, 2026, AmeriGas Partners, L.P. (“AmeriGas Partners”) and AmeriGas Finance Corp. (“Finance Corp.” and, together with AmeriGas Partners, the “Issuers”), indirect, wholly owned subsidiaries of UGI Corporation (the “Company”), issued $500.0 million aggregate principal amount of their 6.875% senior unsecured notes due 2031 (the “2031 Notes” and the offering of the 2031 Notes, the “Offering”).

Filing page SEC filing

UP

Delta extends lock-up on 35.6% stake through May 2027; Wheels Up closes $68M equipment facility

Wheels Up Experience Inc. May 26, 2026, 6:57 AM ET debt Items 1.01, 8.01, 2.03, 7.01, 9.01

same fact type: debt_financing same SEC item: 2.03, 8.01, 9.01 same event type: debt similar materiality

This filing

On February 9, 2026, Oportun Financial Corporation's (the “Company”) subsidiary, Oportun Issuance Trust 2026-A (the “Issuer”), issued approximately $485 million of two-year revolving fixed rate asset-backed notes (the “Notes”), secured by a pool of its unsecured and secured personal installment loans (the “2026-A Securitization”).

Comparable filing

purport to be complete and is qualified in its entirety by reference to a copy thereof, which is attached hereto as Exhibit 10.1 and incorporated by reference herein. Closing of $68 million Series B Revolving Equipment Notes Facility On May 21, 2026 (the “Closing Date”), Wheels Up Partners LLC (“WUP LLC”), an indirect subsidiary of the Company, completed its

Filing page SEC filing

SITM

SiTime closes $1.35B 0% convertible note offering to fund Renesas asset acquisition

SITIME Corp May 22, 2026, 5:16 PM ET debt Items 1.01, 8.01, 2.03, 9.01

same fact type: debt_financing same SEC item: 2.03, 8.01, 9.01 same event type: debt similar materiality

This filing

On February 9, 2026, Oportun Financial Corporation's (the “Company”) subsidiary, Oportun Issuance Trust 2026-A (the “Issuer”), issued approximately $485 million of two-year revolving fixed rate asset-backed notes (the “Notes”), secured by a pool of its unsecured and secured personal installment loans (the “2026-A Securitization”).

Comparable filing

Completion of Convertible Senior Notes Offering On May 22, 2026, SiTime Corporation (the “ Company ”) completed its registered underwritten public offering (the “ Offering ”) of $1.35 billion aggregate principal amount of 0% Convertible Senior Notes due 2031 (the “ Notes ”), pursuant to the Underwriting Agreement (the “ Underwriting Agreement ”) with Wells Fargo

Filing page SEC filing

ONTO

Onto Innovation issues $1.5B of zero-coupon convertible notes due 2031, uses ~$205M for share repurchase

ONTO INNOVATION INC. May 21, 2026, 4:38 PM ET debt Items 1.01, 2.03, 3.02, 8.01, 9.01

same fact type: debt_financing same SEC item: 2.03, 8.01, 9.01 same event type: debt similar materiality

This filing

On February 9, 2026, Oportun Financial Corporation's (the “Company”) subsidiary, Oportun Issuance Trust 2026-A (the “Issuer”), issued approximately $485 million of two-year revolving fixed rate asset-backed notes (the “Notes”), secured by a pool of its unsecured and secured personal installment loans (the “2026-A Securitization”).

Comparable filing

On May 21, 2026, Onto Innovation Inc. (the “Company”) issued $1,500,000,000 aggregate principal amount of 0.00% Convertible Senior Notes due 2031 (the “Notes”).

Filing page SEC filing

USFD

US Foods upsizes ABL facility to $2.5B and extends maturity to 2031

US Foods Holding Corp. June 2, 2026, 4:58 PM ET debt Items 1.01, 2.03, 9.01

same fact type: debt_financing same SEC item: 2.03, 9.01 same event type: debt similar materiality

This filing

On February 9, 2026, Oportun Financial Corporation's (the “Company”) subsidiary, Oportun Issuance Trust 2026-A (the “Issuer”), issued approximately $485 million of two-year revolving fixed rate asset-backed notes (the “Notes”), secured by a pool of its unsecured and secured personal installment loans (the “2026-A Securitization”).

Comparable filing

The Amendment increased the total aggregate amount of commitments under the ABL Agreement from $2.3 billion to $2.5 billion; extended the maturity date to May 28, 2031, subject to a springing maturity date in the event that more than $300 million of aggregate principal amount of earlier maturing indebtedness under US Foods’ term loan credit agreement or any of its senior notes remains outstanding for which a reserve is not maintained on a date that is sixty (60) days prior to such earlier maturity date for such maturing indebtedness; and made certain changes to the pricing, financial covenant, reporting obligations and other terms of the ABL Agreement.

Filing page SEC filing

HTZ

Hertz issues $1B asset-backed notes via HVF III at rates 5.09%-10.67%

HERTZ GLOBAL HOLDINGS, INC June 2, 2026, 4:42 PM ET debt Items 1.01, 2.03, 9.01

same fact type: debt_financing same SEC item: 2.03, 9.01 same event type: debt similar materiality

This filing

On February 9, 2026, Oportun Financial Corporation's (the “Company”) subsidiary, Oportun Issuance Trust 2026-A (the “Issuer”), issued approximately $485 million of two-year revolving fixed rate asset-backed notes (the “Notes”), secured by a pool of its unsecured and secured personal installment loans (the “2026-A Securitization”).

Comparable filing

the Series 2026-1 Fixed Rate Rental Car Asset Backed Notes, Class A, Class B, Class C, Class D, and Class E, in an aggregate principal amount equal to $500,000,000

Filing page SEC filing

Source: SEC EDGAR
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