William Franklin was named Chief Financial Officer of Oportun Financial Corp, effective September 8, 2026. As of November 6, 2026, Oportun Financial Corp has reported 6 leadership change filings to the SEC under Item 5.02 of Form 8-K, from April 2, 2026 to September 11, 2026, naming 6 appointments and 2 departures (Form 8-K, September 11, 2026).
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Oportun Financial Corp named a new Chief Financial Officer on Sep 11. 30 companies changed executives this week.
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Key facts
- · In / out: In · Person: William Franklin · Role: Chief Financial Officer · Effective: 2026-09-08 · 8-K, 2026-09-11
- · In / out: Reported · Person: not named in the filing · 8-K, 2026-08-25
- · In / out: In · Person: Scott Scheirman · Role: Director · 8-K, 2026-08-14
- · In / out: In · Person: Sean Rowles · Role: Chief Risk Officer · Effective: 2026-06-17 · 8-K, 2026-06-18
- · In / out: In · Person: Doug Bland · Role: Chief Executive Officer · Effective: 2026-04-20 · 8-K, 2026-04-17
Changes9
In (appointed)6
Out (departing)2
Latest filing2026-09-11
Oportun Financial Corp reported changes in 6 filings among its directors and officers to the SEC on Form 8-K, Item 5.02, from 2026-04-02 to 2026-09-11. They name 6 people, with 6 appointments and 2 departures. Every row below is cited to the filing it comes from, and this page adds each new change as Oportun Financial Corp files it.
Also on the record for Oportun Financial Corp
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| August 14, 2026 | Stake report, Schedule 13G/A, by McLaren Harbor, LLC | — | 5%+ stakes | Source |
| July 23, 2026 | Stake report, Schedule 13G/A, by Forager Capital Management, LLC | 9.8% of the class | 5%+ stakes | Source |
| July 13, 2026 | Stake report, Schedule 13G/A, by Millennium Management LLC | 2.1% of the class | 5%+ stakes | Source |
| April 21, 2026 | Stake report, Schedule 13G/A, by Forager Capital Management, LLC | 7.9% of the class | 5%+ stakes | Source |
| March 27, 2026 | Stake report, Schedule 13G/A, by The Vanguard Group | — | 5%+ stakes | Source |
| March 18, 2026 | Stake report, Schedule 13G, by Integrated Core Strategies (US) LLC | 5% of the class | 5%+ stakes | Source |
| January 30, 2026 | Stake report, Schedule 13G, by The Vanguard Group | 5.12% of the class | 5%+ stakes | Source |
| October 17, 2025 | Stake report, Schedule 13G, by BlackRock, Inc. | 5.5% of the class | 5%+ stakes | Source |
| October 15, 2025 | Stake report, Schedule 13G, by Forager Capital Management, LLC | 5.1% of the class | 5%+ stakes | Source |
| August 14, 2025 | Stake report, Schedule 13G/A, by McLaren Harbor, LLC | 5.5% of the class | 5%+ stakes | Source |
| July 18, 2025 | Stake report, Schedule 13G/A, by Millennium Management LLC | 3% of the class | 5%+ stakes | Source |
| July 15, 2025 | Stake report, Schedule 13D/A, by Findell Capital Partners LP | 6.9% of the class | 5%+ stakes | Source |
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More on Oportun Financial Corp and the records around it.
Oportun Financial Corp elsewhere on the record
- 5%+ stake filings Aug 2026
- Who owns it
Companies that share a holder
- Forager Capital Management, LLC also filed stake reports on 6 other companies: i3 Verticals, Inc. (Sep 2026), MasterCraft Boat Holdings, Inc. (Aug 2026), Viemed Healthcare, Inc. (Jul 2026)
- Integrated Core Strategies (US) LLC also filed stake reports on 63 other companies: SkinHealth Systems Inc. (Nov 2026), Infinite Eagle Acquisition Corp. (Nov 2026), Longeveron Inc. (Nov 2026)
- Millennium Management LLC also filed stake reports on 121 other companies: StepStone Group Inc. (Nov 2026), Catalyst Acquisition Corp. (Nov 2026), RxSight, Inc. (Nov 2026)
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Timeline
| Filed | In / out | Person | Role | Effective | Source |
|---|---|---|---|---|---|
| 2026-09-11 | In | Chief Financial Officer | 2026-09-08 | 8-K, 2026-09-11 | |
| 2026-08-25 | Reported | not named in the filing | 8-K, 2026-08-25 | ||
| 2026-08-14 | In | Director | 8-K, 2026-08-14 | ||
| 2026-06-18 | In | Chief Risk Officer | 2026-06-17 | 8-K, 2026-06-18 | |
| 2026-04-17 | In | Chief Executive Officer | 2026-04-20 | 8-K, 2026-04-17 | |
| 2026-04-17 | In | Director | 8-K, 2026-04-17 | ||
| 2026-04-17 | Out | 8-K, 2026-04-17 | |||
| 2026-04-02 | Out | Director | 8-K, 2026-04-02 | ||
| 2026-04-02 | In | Chief Legal Officer | 2026-04-04 | 8-K, 2026-04-02 |
Who leads Oportun Financial Corp, as last reported?
For each role that changed in the filings below, the most recent change reported. A role that did not change in these filings is not listed.
- Chief Financial Officer: William Franklin, appointed, effective 2026-09-08 (filed 2026-09-11).
- Director: Scott Scheirman, appointed (filed 2026-08-14).
- Chief Risk Officer: Sean Rowles, appointed, effective 2026-06-17 (filed 2026-06-18).
- Chief Executive Officer: Doug Bland, appointed, effective 2026-04-20 (filed 2026-04-17).
- Chief Legal Officer: Kathleen Layton, appointed, effective 2026-04-04 (filed 2026-04-02).
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Find candidates like Chief Financial Officer at Oportun Financial CorpEvery change, in the filing's words
Appointed: William Franklin, Chief Financial Officer, effective 2026-09-08
On September 5, 2026, the Board of Directors (the "Board") of Oportun Financial Corporation (the "Company") appointed William Franklin as Chief Financial Officer and principal financial officer of the Company, effective as of September 8, 2026 (the "Effective Date"), subject to Mr. Franklin's commencement of employment and satisfaction of the conditions set forth in the Offer Letter (as defined below).
- Mr. Franklin, 48, most recently served as Senior Vice President, Chief Financial Officer of Consumer Banking at Discover Financial Services ("Discover").
- Discover was acquired by Capital One in May 2025.
- Mr. Franklin was Chief Financial Officer of Consumer Banking from July 2021 to June 2025.
- In this role, Mr. Franklin led financial planning and analysis across multiple business units including Discover's credit card, personal loan, student loan, home loan, and deposit businesses.
- During his tenure at Discover, which began in 2008, Mr. Franklin held other leadership roles as Chief Financial Officer of Payment Services, Assistant Treasurer and Head of Investor Relations.
- He received an M.B.A. from the University of Virginia Darden School of Business and a B.S. in Finance from Miami University.
- Joseph Schueller will continue to serve as the Company's Senior Vice President, Finance - Controller and principal accounting officer and will no longer serve as the Company's principal financial officer as of the Effective Date.
- Franklin Offer Letter The Company has entered into an offer of employment with Mr. Franklin dated August 31, 2026 (the "Offer Letter").
Reported
The Amended Policy covers Douglas Bland, the Company's Chief Executive Officer, and other employees of the Company or its subsidiaries at the Senior Vice President level or above who are designated by the Committee and agree in writing to participate, including, but not limited to, Kathleen Layton, Chief Legal Officer and Corporate Secretary, Joseph Schueller, Senior Vice President, Finance - Controller, and Sean Rowles, Chief Risk Officer.
- 5.02(e) - Amended and Restated Executive Severance and Change in Control Policy On August 19, 2026, the Compensation and Leadership Committee (the "Committee") of the Board of Directors of Oportun Financial Corporation (the "Company") approved an Amended and Restated Executive Severance and Change in Control Policy (the "Amended Policy"), effective as of August 19, 2026.
- The Amended Policy amends and restates the Company's Executive Severance and Change in Control Policy previously effective as of November 29, 2018.
- The Amended Policy provides benefits if a participant's employment is terminated by the Company without "Cause" or the participant resigns for "Good Reason," in each case as defined in the Amended Policy (a "Qualifying Termination").
- The equity acceleration for a Qualifying Termination outside the CIC Period for the Chief Executive Officer is 12-months of service-based vesting acceleration and for other participants, vesting acceleration of a pro-rata portion of the service-based equity scheduled to vest on the next annual vesting date following termination, as defined in the Amended Policy.
Appointed: Scott Scheirman, Director
On August 11, 2026, the Board of Directors (the "Board") of Oportun Financial Corporation (the "Company") increased the authorized number of directors constituting the Board from seven to eight and appointed Scott Scheirman to fill the newly created vacancy, effective immediately.
- Mr. Scheirman was appointed as a Class I director to serve until the Company's 2027 annual meeting of stockholders and until his successor is duly elected and qualified or until his earlier death, resignation or removal.
- The Board appointed Mr. Scheirman as Chair of the Audit & Risk Committee and as a member of the Compensation & Leadership Committee.
- The Board determined that Mr. Scheirman satisfies the applicable director independence requirements of the Nasdaq Stock Market LLC and the Securities and Exchange Commission, including the heightened independence requirements applicable to members of the Audit & Risk Committee under Rule 10A-3 of the Securities Exchange Act of 1934, as amended.
- Prior to joining CPI Card Group, Mr. Scheirman served as the Chief Executive Officer and a co-founder of JKL Ventures LLC, a private investment and strategic advisory firm, beginning in February 2014.
- Prior to JKL Ventures LLC, Mr. Scheirman served as Executive Vice President and Chief Financial Officer of The Western Union Company from September 2006 to December 2013.
- Prior to joining Western Union, Mr. Scheirman held a variety of executive leadership and financial officer roles at First Data Corporation (now Fiserv) and began his career at Ernst & Young LLP.
Appointed: Sean Rowles, Chief Risk Officer, effective 2026-06-17
The board of directors of the Company (the "Board") has appointed Sean Rowles to serve as the Company's Chief Risk Officer, effective June 17, 2026 (the "Start Date").
- Transition of Chief Credit Officer Oportun Financial Corporation (the "Company") and Patrick Kirscht, the Company's Chief Credit Officer, mutually determined that Mr. Kirscht would depart from the Company and its subsidiary, Oportun, Inc. ("Oportun"), effective as of June 15, 2026 (the "Transition Date").
- Mr. Kirscht has served the Company since 2008, most recently as the Company's Chief Credit Officer.
- Mr. Kirscht's departure did not involve any disagreements with the Company, including with respect to any matter relating to the Company's operations, policies, or practices.
- The Company thanks Mr. Kirscht for his 18 years of service and valuable contributions to the Company.
- Upon the Transition Date, Mr. Kirscht will continue in service with Oportun as a non-employee advisor through September 15, 2026, subject to the terms of the Transition Agreement (the "Advisory Period"), and Mr. Kirscht will receive a cash fee of $45,000 per month as payment for his services.
- All capitalized terms used but not defined in the foregoing summary have the meanings set forth in the Transition Agreement.
- Mr. Rowles, 54, has served as Chief Risk Officer and Head of Operations at Imprint Payments, Inc. a financial technology and services company, from 2023 to 2025, where he was responsible for leading consumer credit, risk management, and financial services operations.
Appointed: Doug Bland, Chief Executive Officer, effective 2026-04-20
On April 15, 2026, the board of directors (the "Board") of Oportun Financial Corporation (the "Company") appointed Doug Bland as Chief Executive Officer and principal executive officer of the Company, effective as of April 20, 2026 (the "Effective Date").
Appointed: Doug Bland, Director
In addition, Mr. Bland was appointed as a Class III director, effective as of the Effective Date.
Departing: Doug Bland
Concurrent with joining Oportun and its Board, Mr. Bland will step down from the board of WebBank.
- Kathleen Layton and Gaurav Rana, the two members of the joint Office of the CEO of the Company and co-principal executive officers of the Company, will no longer serve in those roles, effective as of immediately prior to the Effective Date.
- Ms. Layton will continue in her current role as the Company's Chief Legal Officer and Mr. Rana will continue in his current role as the Company's Senior Vice President, General Manager, Lending.
- Doug Bland, 58, has been serving on the board of directors of WebBank, a leading bank-as-a-service institution, since September 2025 and Creditly, Inc., an AI-driven financial wellness fintech, since April 2025.
- From September 2017 until July 2024, Mr. Bland served in various positions at PayPal, Inc., most recently as SVP & General Manager, Consumer Business.
- Mr. Bland also served as the President and Chief Operating Officer of Swift Financial, a venture-backed small business lender, from 2015 until it was acquired by PayPal in 2017.
- From 2004 to 2015, Mr. Bland served in various roles at Bank of America, most recently as SVP, Small Business Products and Risk.
- Mr. Bland received an M.B.A. from the University of Arkansas at Little Rock and a B.A. from Hendrix College.
- Bland Offer Letter The Company has entered into an offer of employment with Mr. Bland dated April 15, 2026 (the "Offer Letter").
Departing: Raul Vazquez, Director
Mr. Vazquez will step down as a member of the Company's board of directors (the "Board") on April 3, 2026.
Appointed: Kathleen Layton, Chief Legal Officer, effective 2026-04-04
On March 27, 2026, the Board, effective as of April 4, 2026, appointed Kathleen Layton, the Company's Chief Legal Officer, and Gaurav Rana, the Company's Senior Vice President, General Manager, Lending, as the two members of a joint Office of the CEO of the Company.
- On January 21, 2026, Oportun Financial Corporation (the "Company") announced that, effective as of April 3, 2026, Raul Vazquez will transition from his role as Chief Executive Officer ("CEO") to a non-employee advisor to the Company.
- In this capacity, Ms. Layton and Mr. Rana will serve as the co-principal executive officers and interim leaders of the Company until a permanent CEO is appointed.
- In addition, each will continue to serve in their current roles while assuming the Office of the CEO responsibilities.
- The Company is continuing its search for a permanent CEO.
- Ms. Layton, 46, has served as the Company's Chief Legal Officer and Corporate Secretary since July 2023.
- She previously served as the Company's Senior Vice President, Deputy General Counsel and Corporate Secretary from March 2020 to July 2023, as the Company's Vice President, Assistant General Counsel from December 2017 to March 2020, and as the Company's Senior Director, Senior Corporate Counsel from September 2015 to December 2017.
- Prior to joining Oportun, Ms. Layton was a Senior Corporate Counsel at ServiceNow and an attorney at Simpson Thacher & Bartlett LLP and McDermott Will & Emery LLP.
- Ms. Layton received a B.A. from the University of Wisconsin-Madison, and a J.D. from the University of Wisconsin Law School.
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Where this comes from
A public company must file a current report on Form 8-K with the SEC within four business days when a director leaves or is elected, or when its chief executive, chief financial, chief accounting or chief operating officer, or another named executive, departs or is appointed. That disclosure goes under Item 5.02 of the report.
Every change on this page is taken from one of those filings and quoted in the company's own words, with a link to the filing, so it can be checked at the source. Where a filing names the person, the role and the date a change takes effect, they are shown beside the quote. Where it does not, the quote stands on its own. A filing states what changed; it rarely states why, and neither does this page.