{"schema_version":"secwatch.filing_event.v1","accession":"0001538716-26-000007","form_type":"8-K","ticker":"OPRT","cik":"0001538716","company_name":"Oportun Financial Corp","filed_at":"2026-02-10T23:59:59+00:00","discovered_at":"2026-05-14T18:02:35.376006+00:00","generated_at":"2026-05-16T03:34:41.517039+00:00","sec_items":["2.03","8.01","9.01"],"event_type":"debt","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"confidence":"high","headline":"Oportun issues $485M ABS notes at 5.32% yield, repays $70M corporate debt in 2025","bullets":["Issued $485M of two-year revolving fixed-rate asset-backed notes secured by installment loans.","Weighted average yield 5.32%; coupon 5.25% — 45 bps lower than Oct 2025 ABS transaction.","Classes rated by Fitch: A (AAA), B (AA-), C (A-), D (BBB-), E (BB-).","Repaid $70M of corporate debt in 2025, including $37.5M in Q4.","Over $1.9B capital raised via ABS in 9 months at sub-6% yields."],"urls":{"canonical":"https://secwatch.observer/filing/0001538716-26-000007","json":"https://secwatch.observer/filing/0001538716-26-000007.json","markdown":"https://secwatch.observer/filing/0001538716-26-000007.md","text":"https://secwatch.observer/filing/0001538716-26-000007.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1538716/000153871626000007/0001538716-26-000007-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1538716/000153871626000007/oprt-20260209.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-16T03:34:41.517039+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"39eeb783495c01931c21b4f05b7be84e583cf741","claim":"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.","evidence_excerpt":"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”).","evidence_source":"SEC 8-K Item 2.03/2.04","evidence_url":"https://www.sec.gov/Archives/edgar/data/1538716/000153871626000007/0001538716-26-000007-index.htm","confidence":0.9}],"comparable_filings":[{"accession":"0001193125-26-253821","ticker":"WS","company_name":"Worthington Steel, Inc.","filed_at":"2026-06-02T21:06:49+00:00","headline":"Worthington Steel prices $700M 7.75% notes due 2033 and $700M term loan for Klöckner acquisition","event_type":"debt","sec_items":["1.01","2.03","8.01","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: debt_financing","same SEC item: 2.03, 8.01, 9.01","same event type: debt","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-253821","json":"https://secwatch.observer/filing/0001193125-26-253821.json","markdown":"https://secwatch.observer/filing/0001193125-26-253821.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1968487/000119312526253821/0001193125-26-253821-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1968487/000119312526253821/d435492d8k.htm"},"side_by_side_evidence":{"fact_type":"debt_financing","source_excerpt":"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”).","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1538716/000153871626000007/0001538716-26-000007-index.htm","comparable_excerpt":"On June 1, 2026, the Company issued $700,000,000 aggregate principal amount of its 7.750% Senior Secured Notes due 2033","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1968487/000119312526253821/0001193125-26-253821-index.htm"}},{"accession":"0001895262-26-000129","ticker":"NE","company_name":"Noble Corp plc","filed_at":"2026-06-01T12:04:04+00:00","headline":"Noble boosts revolver to $650M, extends to 2031; plans $500M notes due 2034 to refinance 8.5% Diamond Notes","event_type":"debt","sec_items":["1.01","2.03","8.01","9.01"],"materiality_score":0.6,"calibrated_materiality_score":0.6,"match_reasons":["same fact type: debt_financing","same SEC item: 2.03, 8.01, 9.01","same event type: debt","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001895262-26-000129","json":"https://secwatch.observer/filing/0001895262-26-000129.json","markdown":"https://secwatch.observer/filing/0001895262-26-000129.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1895262/000189526226000129/0001895262-26-000129-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1895262/000189526226000129/ne-20260601.htm"},"side_by_side_evidence":{"fact_type":"debt_financing","source_excerpt":"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”).","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1538716/000153871626000007/0001538716-26-000007-index.htm","comparable_excerpt":"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.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1895262/000189526226000129/0001895262-26-000129-index.htm"}},{"accession":"0000884614-26-000037","ticker":"UGI","company_name":"UGI CORP /PA/","filed_at":"2026-05-26T13:03:53+00:00","headline":"UGI's AmeriGas unit issues $500M 6.875% notes, tenders for 2028 notes, redeems 2027 notes","event_type":"debt","sec_items":["1.01","1.02","2.03","8.01","9.01"],"materiality_score":0.65,"calibrated_materiality_score":0.65,"match_reasons":["same fact type: debt_financing","same SEC item: 2.03, 8.01, 9.01","same event type: debt","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0000884614-26-000037","json":"https://secwatch.observer/filing/0000884614-26-000037.json","markdown":"https://secwatch.observer/filing/0000884614-26-000037.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/884614/000088461426000037/0000884614-26-000037-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/884614/000088461426000037/ugi-20260520.htm"},"side_by_side_evidence":{"fact_type":"debt_financing","source_excerpt":"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”).","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1538716/000153871626000007/0001538716-26-000007-index.htm","comparable_excerpt":"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”).","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/884614/000088461426000037/0000884614-26-000037-index.htm"}},{"accession":"0001104659-26-065982","ticker":"UP","company_name":"Wheels Up Experience Inc.","filed_at":"2026-05-26T10:57:34+00:00","headline":"Delta extends lock-up on 35.6% stake through May 2027; Wheels Up closes $68M equipment facility","event_type":"debt","sec_items":["1.01","8.01","2.03","7.01","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: debt_financing","same SEC item: 2.03, 8.01, 9.01","same event type: debt","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-065982","json":"https://secwatch.observer/filing/0001104659-26-065982.json","markdown":"https://secwatch.observer/filing/0001104659-26-065982.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1819516/000110465926065982/0001104659-26-065982-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1819516/000110465926065982/tm2615358d1_8k.htm"},"side_by_side_evidence":{"fact_type":"debt_financing","source_excerpt":"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”).","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1538716/000153871626000007/0001538716-26-000007-index.htm","comparable_excerpt":"purport to be complete and is qualified in its entirety by reference to a copy thereof, which is attached\nhereto as Exhibit 10.1 and incorporated by reference herein. Closing of $68 million Series B Revolving\nEquipment Notes Facility On May 21, 2026 (the “Closing\nDate”), Wheels Up Partners LLC (“WUP LLC”), an indirect subsidiary of the Company, completed its","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1819516/000110465926065982/0001104659-26-065982-index.htm"}},{"accession":"0001193125-26-237180","ticker":"SITM","company_name":"SITIME Corp","filed_at":"2026-05-22T21:16:57+00:00","headline":"SiTime closes $1.35B 0% convertible note offering to fund Renesas asset acquisition","event_type":"debt","sec_items":["1.01","8.01","2.03","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: debt_financing","same SEC item: 2.03, 8.01, 9.01","same event type: debt","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-237180","json":"https://secwatch.observer/filing/0001193125-26-237180.json","markdown":"https://secwatch.observer/filing/0001193125-26-237180.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1451809/000119312526237180/0001193125-26-237180-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1451809/000119312526237180/d47334d8k.htm"},"side_by_side_evidence":{"fact_type":"debt_financing","source_excerpt":"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”).","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1538716/000153871626000007/0001538716-26-000007-index.htm","comparable_excerpt":"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","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1451809/000119312526237180/0001193125-26-237180-index.htm"}},{"accession":"0001193125-26-234610","ticker":"ONTO","company_name":"ONTO INNOVATION INC.","filed_at":"2026-05-21T20:38:49+00:00","headline":"Onto Innovation issues $1.5B of zero-coupon convertible notes due 2031, uses ~$205M for share repurchase","event_type":"debt","sec_items":["1.01","2.03","3.02","8.01","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: debt_financing","same SEC item: 2.03, 8.01, 9.01","same event type: debt","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-234610","json":"https://secwatch.observer/filing/0001193125-26-234610.json","markdown":"https://secwatch.observer/filing/0001193125-26-234610.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/704532/000119312526234610/0001193125-26-234610-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/704532/000119312526234610/d17904d8k.htm"},"side_by_side_evidence":{"fact_type":"debt_financing","source_excerpt":"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”).","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1538716/000153871626000007/0001538716-26-000007-index.htm","comparable_excerpt":"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”).","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/704532/000119312526234610/0001193125-26-234610-index.htm"}},{"accession":"0001665918-26-000041","ticker":"USFD","company_name":"US Foods Holding Corp.","filed_at":"2026-06-02T20:58:31+00:00","headline":"US Foods upsizes ABL facility to $2.5B and extends maturity to 2031","event_type":"debt","sec_items":["1.01","2.03","9.01"],"materiality_score":0.55,"calibrated_materiality_score":0.55,"match_reasons":["same fact type: debt_financing","same SEC item: 2.03, 9.01","same event type: debt","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001665918-26-000041","json":"https://secwatch.observer/filing/0001665918-26-000041.json","markdown":"https://secwatch.observer/filing/0001665918-26-000041.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1665918/000166591826000041/0001665918-26-000041-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1665918/000166591826000041/usfd-20260528.htm"},"side_by_side_evidence":{"fact_type":"debt_financing","source_excerpt":"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”).","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1538716/000153871626000007/0001538716-26-000007-index.htm","comparable_excerpt":"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.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1665918/000166591826000041/0001665918-26-000041-index.htm"}},{"accession":"0001657853-26-000036","ticker":"HTZ","company_name":"HERTZ GLOBAL HOLDINGS, INC","filed_at":"2026-06-02T20:42:59+00:00","headline":"Hertz issues $1B asset-backed notes via HVF III at rates 5.09%-10.67%","event_type":"debt","sec_items":["1.01","2.03","9.01"],"materiality_score":0.55,"calibrated_materiality_score":0.55,"match_reasons":["same fact type: debt_financing","same SEC item: 2.03, 9.01","same event type: debt","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001657853-26-000036","json":"https://secwatch.observer/filing/0001657853-26-000036.json","markdown":"https://secwatch.observer/filing/0001657853-26-000036.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1657853/000165785326000036/0001657853-26-000036-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/47129/000165785326000036/htz-20260528.htm"},"side_by_side_evidence":{"fact_type":"debt_financing","source_excerpt":"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”).","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1538716/000153871626000007/0001538716-26-000007-index.htm","comparable_excerpt":"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","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1657853/000165785326000036/0001657853-26-000036-index.htm"}}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}