Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| OppFi Inc.OPFI · Entity 1051 | Director · Chief Executive Officer · 10% owner | October 01, 2026 | October 05, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
OppFi Inc.
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 294,570 |
Ending reported balance
After 2026-10-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-10-01 · Tax withholding · Disposed 2,643 · Balance 299,067 F1: Represents shares withheld to cover tax withholding obligations upon the settlement of vested restricted stock units. Row 2 · 2026-10-01 · Tax withholding · Disposed 4,497 · Balance 294,570 F1: Represents shares withheld to cover tax withholding obligations upon the settlement of vested restricted stock units. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy TGS Revocable Trust | 641,898 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 641,898 F2: The reporting person is the sole trustee of TGS Revocable Trust. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy TGS Capital Group, LP | 24,656,083 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 24,656,083 F3: The reporting person is the manager of the general partner of TGS Capital Group, LP and may be deemed to beneficially own the securities held by TGS Capital Group, LP. The reporting person disclaims beneficial ownership of such securities, except to the extent of his pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy TGS MCS Capital Group LP | 1,949,309 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 1,949,309 F4: The reporting person is the manager of the general partner of TGS MCS Capital Group LP and may be deemed to beneficially own the securities held by TGS MCS Capital Group LP. The reporting person disclaims beneficial ownership of such securities, except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld to cover tax withholding obligations upon the settlement of vested restricted stock units.
F2: The reporting person is the sole trustee of TGS Revocable Trust.
F3: The reporting person is the manager of the general partner of TGS Capital Group, LP and may be deemed to beneficially own the securities held by TGS Capital Group, LP. The reporting person disclaims beneficial ownership of such securities, except to the extent of his pecuniary interest therein.
F4: The reporting person is the manager of the general partner of TGS MCS Capital Group LP and may be deemed to beneficially own the securities held by TGS MCS Capital Group LP. The reporting person disclaims beneficial ownership of such securities, except to the extent of his pecuniary interest therein.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 5, 2026 21:25 UTC | OppFi Inc. OPFI · Entity 1051 | Tax withholdingClass A Common Stock | 4,497 | $6.03 | $27,116.91 |
DisclosureSEC source: 0000905148-26-004367 · form4.xml · nonDerivative · entry 2 Schwartz Todd G. · CIK 0001873026 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 294,570 F1 · shares: Represents shares withheld to cover tax withholding obligations upon the settlement of vested restricted stock units. Read SEC document |
| October 01, 2026 Filed Oct 5, 2026 21:25 UTC | OppFi Inc. OPFI · Entity 1051 | Tax withholdingClass A Common Stock | 2,643 | $6.03 | $15,937.29 |
DisclosureSEC source: 0000905148-26-004367 · form4.xml · nonDerivative · entry 1 Schwartz Todd G. · CIK 0001873026 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 299,067 F1 · shares: Represents shares withheld to cover tax withholding obligations upon the settlement of vested restricted stock units. Read SEC document |
| September 14, 2026 Filed Sep 15, 2026 20:25 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 1,940 | $7.80 | $15,124.63 |
DisclosureSEC source: 0000905148-26-004199 · form4.xml · nonDerivative · entry 2 Schwartz Todd G. · CIK 0001873026 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By TGS Revocable Trust Disclosed balance after: 641,898 F3 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $7.7251 to $7.95 for a weighted average purchase price of $7.7962. The reporting person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F2 · ownership.nature: The reporting person is the sole trustee of TGS Revocable Trust. Read SEC document |
| September 11, 2026 Filed Sep 15, 2026 20:25 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 3,300 | $7.96 | $26,280.87 |
DisclosureSEC source: 0000905148-26-004199 · form4.xml · nonDerivative · entry 1 Schwartz Todd G. · CIK 0001873026 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By TGS Revocable Trust Disclosed balance after: 639,958 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $7.86 to $8.06 for a weighted average purchase price of $7.9639. The reporting person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F2 · ownership.nature: The reporting person is the sole trustee of TGS Revocable Trust. Read SEC document |
| September 10, 2026 Filed Sep 11, 2026 21:01 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 3,350 | $7.56 | $25,313.61 |
DisclosureSEC source: 0000905148-26-004141 · form4.xml · nonDerivative · entry 1 Schwartz Todd G. · CIK 0001873026 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By TGS Revocable Trust Disclosed balance after: 636,658 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $7.5093 to $7.62 for a weighted average purchase price of $7.5563. The reporting person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F2 · ownership.nature: The reporting person is the sole trustee of TGS Revocable Trust. Read SEC document |
| September 09, 2026 Filed Sep 10, 2026 20:09 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 3,450 | $7.59 | $26,190.33 |
DisclosureSEC source: 0000905148-26-004133 · form4.xml · nonDerivative · entry 1 Schwartz Todd G. · CIK 0001873026 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By TGS Revocable Trust Disclosed balance after: 633,308 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $7.50 to $7.69 for a weighted average purchase price of $7.5914. The reporting person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F2 · ownership.nature: The reporting person is the sole trustee of TGS Revocable Trust. Read SEC document |
| September 08, 2026 Filed Sep 9, 2026 20:27 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 3,475 | $7.41 | $25,736.55 |
DisclosureSEC source: 0000905148-26-004125 · form4.xml · nonDerivative · entry 1 Schwartz Todd G. · CIK 0001873026 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By TGS Revocable Trust Disclosed balance after: 629,858 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $7.37 to $7.44 for a weighted average purchase price of $7.4062. The reporting person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F2 · ownership.nature: The reporting person is the sole trustee of TGS Revocable Trust. Read SEC document |
| September 04, 2026 Filed Sep 8, 2026 20:09 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 3,500 | $7.35 | $25,741.45 |
DisclosureSEC source: 0000905148-26-004102 · form4.xml · nonDerivative · entry 1 Schwartz Todd G. · CIK 0001873026 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By TGS Revocable Trust Disclosed balance after: 626,383 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $7.27 to $7.42 for a weighted average purchase price of $7.3547. The reporting person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F2 · ownership.nature: The reporting person is the sole trustee of TGS Revocable Trust. Read SEC document |
| September 03, 2026 Filed Sep 4, 2026 20:01 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 3,450 | $7.33 | $25,305.06 |
DisclosureSEC source: 0000905148-26-004082 · form4.xml · nonDerivative · entry 1 Schwartz Todd G. · CIK 0001873026 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By TGS Revocable Trust Disclosed balance after: 622,883 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $7.30 to $7.37 for a weighted average purchase price of $7.3348. The reporting person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F2 · ownership.nature: The reporting person is the sole trustee of TGS Revocable Trust. Read SEC document |
| September 02, 2026 Filed Sep 3, 2026 22:31 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 3,550 | $7.15 | $25,377.18 |
DisclosureSEC source: 0000905148-26-004076 · form4.xml · nonDerivative · entry 1 Schwartz Todd G. · CIK 0001873026 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By TGS Revocable Trust Disclosed balance after: 619,433 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $6.91 to $7.27 for a weighted average purchase price of $7.1485. The reporting person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F2 · ownership.nature: The reporting person is the sole trustee of TGS Revocable Trust. Read SEC document |
| September 01, 2026 Filed Sep 2, 2026 22:25 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 3,550 | $6.91 | $24,542.22 |
DisclosureSEC source: 0000905148-26-004066 · form4.xml · nonDerivative · entry 1 Schwartz Todd G. · CIK 0001873026 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By TGS Revocable Trust Disclosed balance after: 615,883 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $6.88 to $6.97 for a weighted average purchase price of $6.9133. The reporting person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F2 · ownership.nature: The reporting person is the sole trustee of TGS Revocable Trust. Read SEC document |
| August 31, 2026 Filed Sep 1, 2026 20:16 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 3,550 | $6.93 | $24,610.73 |
DisclosureSEC source: 0000905148-26-004056 · form4.xml · nonDerivative · entry 1 Schwartz Todd G. · CIK 0001873026 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By TGS Revocable Trust Disclosed balance after: 612,333 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $6.8332 to $6.97 for a weighted average purchase price of $6.9326. The reporting person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F2 · ownership.nature: The reporting person is the sole trustee of TGS Revocable Trust. Read SEC document |
| August 28, 2026 Filed Aug 31, 2026 20:07 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 3,500 | $7.15 | $25,017.65 |
DisclosureSEC source: 0000905148-26-004037 · form4.xml · nonDerivative · entry 1 Schwartz Todd G. · CIK 0001873026 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By TGS Revocable Trust Disclosed balance after: 608,783 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $7.04 to $7.23 for a weighted average purchase price of $7.1479. The reporting person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F2 · ownership.nature: The reporting person is the sole trustee of TGS Revocable Trust. Read SEC document |
| August 27, 2026 Filed Aug 28, 2026 20:12 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 3,550 | $7.13 | $25,311.50 |
DisclosureSEC source: 0000905148-26-003991 · form4.xml · nonDerivative · entry 1 Schwartz Todd G. · CIK 0001873026 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By TGS Revocable Trust Disclosed balance after: 605,283 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $7.08 to $7.17 for a weighted average purchase price of $7.1300. The reporting person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F2 · ownership.nature: The reporting person is the sole trustee of TGS Revocable Trust. Read SEC document |
| August 26, 2026 Filed Aug 27, 2026 20:04 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 3,500 | $7.19 | $25,162.55 |
DisclosureSEC source: 0000905148-26-003965 · form4.xml · nonDerivative · entry 1 Schwartz Todd G. · CIK 0001873026 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By TGS Revocable Trust Disclosed balance after: 601,733 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $7.08 to $7.26 for a weighted average purchase price of $7.1893. The reporting person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F2 · ownership.nature: The reporting person is the sole trustee of TGS Revocable Trust. Read SEC document |
| August 25, 2026 Filed Aug 26, 2026 20:03 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 3,475 | $7.25 | $25,204.52 |
DisclosureSEC source: 0000905148-26-003934 · form4.xml · nonDerivative · entry 1 Schwartz Todd G. · CIK 0001873026 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By TGS Revocable Trust Disclosed balance after: 598,233 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $7.1284 to $7.32 for a weighted average purchase price of $7.2531. The reporting person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F2 · ownership.nature: The reporting person is the sole trustee of TGS Revocable Trust. Read SEC document |
| August 24, 2026 Filed Aug 25, 2026 21:45 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 3,475 | $7.15 | $24,830.61 |
DisclosureSEC source: 0000905148-26-003911 · form4.xml · nonDerivative · entry 1 Schwartz Todd G. · CIK 0001873026 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By TGS Revocable Trust Disclosed balance after: 594,758 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $7.08 to $7.25 for a weighted average purchase price of $7.1455. The reporting person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F2 · ownership.nature: The reporting person is the sole trustee of TGS Revocable Trust. Read SEC document |
| August 21, 2026 Filed Aug 24, 2026 20:13 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 3,550 | $7.07 | $25,103.83 |
DisclosureSEC source: 0000905148-26-003882 · form4.xml · nonDerivative · entry 1 Schwartz Todd G. · CIK 0001873026 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By TGS Revocable Trust Disclosed balance after: 591,283 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $6.98 to $7.11 for a weighted average purchase price of $7.0715. The reporting person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F2 · ownership.nature: The reporting person is the sole trustee of TGS Revocable Trust. Read SEC document |
| August 20, 2026 Filed Aug 21, 2026 20:18 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 3,450 | $7.13 | $24,597.12 |
DisclosureSEC source: 0000905148-26-003869 · form4.xml · nonDerivative · entry 1 Schwartz Todd G. · CIK 0001873026 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By TGS Revocable Trust Disclosed balance after: 587,733 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $7.0033 to $7.21 for a weighted average purchase price of $7.1296. The reporting person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F2 · ownership.nature: The reporting person is the sole trustee of TGS Revocable Trust. Read SEC document |
| August 19, 2026 Filed Aug 20, 2026 20:14 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 3,500 | $7.16 | $25,053.35 |
DisclosureSEC source: 0000905148-26-003842 · form4.xml · nonDerivative · entry 1 Schwartz Todd G. · CIK 0001873026 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By TGS Revocable Trust Disclosed balance after: 584,283 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $7.0827 to $7.2345 for a weighted average purchase price of $7.1581. The reporting person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F2 · ownership.nature: The reporting person is the sole trustee of TGS Revocable Trust. Read SEC document |
| August 18, 2026 Filed Aug 19, 2026 20:06 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 3,550 | $7.04 | $24,990.23 |
DisclosureSEC source: 0000905148-26-003815 · form4.xml · nonDerivative · entry 1 Schwartz Todd G. · CIK 0001873026 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By TGS Revocable Trust Disclosed balance after: 580,783 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $6.97 to $7.1832 for a weighted average purchase price of $7.0395. The reporting person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F2 · ownership.nature: The reporting person is the sole trustee of TGS Revocable Trust. Read SEC document |
| August 17, 2026 Filed Aug 18, 2026 20:15 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 3,500 | $7.00 | $24,509.80 |
DisclosureSEC source: 0000905148-26-003803 · form4.xml · nonDerivative · entry 1 Schwartz Todd G. · CIK 0001873026 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By TGS Revocable Trust Disclosed balance after: 577,233 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $6.8522 to $7.0908 for a weighted average purchase price of $7.0028. The reporting person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F2 · ownership.nature: The reporting person is the sole trustee of TGS Revocable Trust. Read SEC document |
| August 14, 2026 Filed Aug 14, 2026 23:37 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 20,000 | $7.20 | $144,012.00 |
DisclosureSEC source: 0000905148-26-003768 · form4.xml · nonDerivative · entry 1 Schwartz Todd G. · CIK 0001873026 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By TGS Revocable Trust Disclosed balance after: 573,733 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $7.10 to $7.41 for a weighted average purchase price of $7.2006. The reporting person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F2 · ownership.nature: The reporting person is the sole trustee of TGS Revocable Trust. Read SEC document |
| August 13, 2026 Filed Aug 14, 2026 01:09 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 60,000 | $7.13 | $427,680.00 |
DisclosureSEC source: 0000905148-26-003647 · form4.xml · nonDerivative · entry 1 Schwartz Todd G. · CIK 0001873026 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By TGS Revocable Trust Disclosed balance after: 553,733 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $7.0108 to $7.44 for a weighted average purchase price of $7.1280. The reporting person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F2 · ownership.nature: The reporting person is the sole trustee of TGS Revocable Trust. Read SEC document |
| August 12, 2026 Filed Aug 13, 2026 00:34 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 60,000 | $7.05 | $422,988.00 |
DisclosureSEC source: 0000905148-26-003613 · form4.xml · nonDerivative · entry 1 Schwartz Todd G. · CIK 0001873026 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By TGS Revocable Trust Disclosed balance after: 493,733 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $6.90 to $7.17 for a weighted average purchase price of $7.0498. The reporting person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F2 · ownership.nature: The reporting person is the sole trustee of TGS Revocable Trust. Read SEC document |
| July 01, 2026 Filed Jul 6, 2026 20:16 UTC | OppFi Inc. OPFI · Entity 1051 | Tax withholdingClass A Common Stock | 4,497 | $9.93 | $44,655.21 |
DisclosureSEC source: 0000905148-26-003173 · form4.xml · nonDerivative · entry 2 Schwartz Todd G. · CIK 0001873026 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 301,710 F1 · shares: Represents shares withheld to cover tax withholding obligations upon the settlement of vested restricted stock units. Read SEC document |
| July 01, 2026 Filed Jul 6, 2026 20:16 UTC | OppFi Inc. OPFI · Entity 1051 | Tax withholdingClass A Common Stock | 2,643 | $9.93 | $26,244.99 |
DisclosureSEC source: 0000905148-26-003173 · form4.xml · nonDerivative · entry 1 Schwartz Todd G. · CIK 0001873026 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 306,207 F1 · shares: Represents shares withheld to cover tax withholding obligations upon the settlement of vested restricted stock units. Read SEC document |
| April 28, 2026 Filed Apr 30, 2026 20:25 UTC | OppFi Inc. OPFI · Entity 1051 | Exercise / conversionClass A Common Units · Derivative | 1,949,309 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000905148-26-001969 · form4.xml · derivative · entry 8 Schwartz Todd G. · CIK 0001873026 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By TGS MCS Capital Group LP Disclosed balance after: 0 Underlying: Class A Common Stock · 1,949,309 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F9 · security: Common Units of Opportunity Financial generally represented economic, non-voting interests in Opportunity Financial. The Issuer is the sole manager of Opportunity Financial and controls Opportunity Financial, except as provided by the LLC Agreement or applicable law. Pursuant to the LLC Agreement, each Common Unit could be exchanged by the holder from time to time for either one share of Class A Common Stock or, at the election of the Issuer in its capacity as the sole manager of Opportunity Financial, the cash equivalent of the market value of one share of Class A Common Stock (the "Exchange Rights"). F9 · derivative.exercise_date: Common Units of Opportunity Financial generally represented economic, non-voting interests in Opportunity Financial. The Issuer is the sole manager of Opportunity Financial and controls Opportunity Financial, except as provided by the LLC Agreement or applicable law. Pursuant to the LLC Agreement, each Common Unit could be exchanged by the holder from time to time for either one share of Class A Common Stock or, at the election of the Issuer in its capacity as the sole manager of Opportunity Financial, the cash equivalent of the market value of one share of Class A Common Stock (the "Exchange Rights"). F9 · derivative.expiration_date: Common Units of Opportunity Financial generally represented economic, non-voting interests in Opportunity Financial. The Issuer is the sole manager of Opportunity Financial and controls Opportunity Financial, except as provided by the LLC Agreement or applicable law. Pursuant to the LLC Agreement, each Common Unit could be exchanged by the holder from time to time for either one share of Class A Common Stock or, at the election of the Issuer in its capacity as the sole manager of Opportunity Financial, the cash equivalent of the market value of one share of Class A Common Stock (the "Exchange Rights"). F6 · ownership.nature: These securities are held by TGS MCS Capital Group LP ("MCS"), of which the reporting person is the manager of the general partner. MCS is a member of Opportunity Financial and the reporting person has the right to cause MCS to exercise for the benefit of the reporting person MCS's Exchange Rights with respect to the Common Units indirectly held by the reporting person. Read SEC document |
| April 28, 2026 Filed Apr 30, 2026 20:25 UTC | OppFi Inc. OPFI · Entity 1051 | Exercise / conversionClass A Common Units · Derivative | 24,656,083 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000905148-26-001969 · form4.xml · derivative · entry 7 Schwartz Todd G. · CIK 0001873026 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By TGS Capital Group, LP Disclosed balance after: 0 Underlying: Class A Common Stock · 24,656,083 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F9 · security: Common Units of Opportunity Financial generally represented economic, non-voting interests in Opportunity Financial. The Issuer is the sole manager of Opportunity Financial and controls Opportunity Financial, except as provided by the LLC Agreement or applicable law. Pursuant to the LLC Agreement, each Common Unit could be exchanged by the holder from time to time for either one share of Class A Common Stock or, at the election of the Issuer in its capacity as the sole manager of Opportunity Financial, the cash equivalent of the market value of one share of Class A Common Stock (the "Exchange Rights"). F9 · derivative.exercise_date: Common Units of Opportunity Financial generally represented economic, non-voting interests in Opportunity Financial. The Issuer is the sole manager of Opportunity Financial and controls Opportunity Financial, except as provided by the LLC Agreement or applicable law. Pursuant to the LLC Agreement, each Common Unit could be exchanged by the holder from time to time for either one share of Class A Common Stock or, at the election of the Issuer in its capacity as the sole manager of Opportunity Financial, the cash equivalent of the market value of one share of Class A Common Stock (the "Exchange Rights"). F9 · derivative.expiration_date: Common Units of Opportunity Financial generally represented economic, non-voting interests in Opportunity Financial. The Issuer is the sole manager of Opportunity Financial and controls Opportunity Financial, except as provided by the LLC Agreement or applicable law. Pursuant to the LLC Agreement, each Common Unit could be exchanged by the holder from time to time for either one share of Class A Common Stock or, at the election of the Issuer in its capacity as the sole manager of Opportunity Financial, the cash equivalent of the market value of one share of Class A Common Stock (the "Exchange Rights"). F5 · ownership.nature: The reporting person is the manager of the general partner of TGS Capital Group, LP and may be deemed to beneficially own the securities held by TGS Capital Group, LP. The reporting person disclaims beneficial ownership of such securities, except to the extent of his pecuniary interest therein. Read SEC document |
| April 28, 2026 Filed Apr 30, 2026 20:25 UTC | OppFi Inc. OPFI · Entity 1051 | Disposition to issuerClass V Common Stock | 4,501,169 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-26-001969 · form4.xml · nonDerivative · entry 4 Schwartz Todd G. · CIK 0001873026 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By OppFi Shares, LLC Disclosed balance after: 0 F1 · security: Shares of Class V common stock, par value $0.0001 per share ("Class V Common Stock"), of OppFi Inc. (the "Issuer") represented voting, non-economic interests in the Issuer. Except as provided in the Issuer's certificate of incorporation, as amended, or as required by applicable law, holders of Class V Common Stock were entitled to one vote per share of Class V Common Stock on all matters to be voted on by the Issuer's stockholders generally. The shares of Class V Common Stock would be cancelled by the Issuer if the holder exercised Exchange Rights (as defined below in footnote 9). F7 · kind: Pursuant to the Corporate Simplification Agreement, dated April 28, 2026 (the "Corporate Simplification Agreement"), each outstanding Common Unit of Opportunity Financial held by any members of Opportunity Financial was canceled and converted automatically into the right to receive one validly issued, fully paid and non-assessable share of Class A Common Stock. In connection therewith, pursuant to the Corporate Simplification Agreement, OFS surrendered to the Issuer the outstanding shares of Class V Common Stock it owned. F7 · price: Pursuant to the Corporate Simplification Agreement, dated April 28, 2026 (the "Corporate Simplification Agreement"), each outstanding Common Unit of Opportunity Financial held by any members of Opportunity Financial was canceled and converted automatically into the right to receive one validly issued, fully paid and non-assessable share of Class A Common Stock. In connection therewith, pursuant to the Corporate Simplification Agreement, OFS surrendered to the Issuer the outstanding shares of Class V Common Stock it owned. F3 · ownership.nature: The shares of Class V Common Stock were held by OppFi Shares, LLC ("OFS"), which had sole voting power over the shares of Class V Common Stock reported in Table I hereof. OFS is wholly owned by TGS Revocable Trust, whose sole trustee is the reporting person. By virtue of these relationships, the reporting person may be deemed to have voting power over the shares of Class V Common Stock held by OFS. The reporting person disclaims beneficial ownership of the shares of Class V Common Stock held by OFS, except to the extent of his pecuniary interest therein. Read SEC document |
| April 28, 2026 Filed Apr 30, 2026 20:25 UTC | OppFi Inc. OPFI · Entity 1051 | Exercise / conversionClass A Common Stock | 1,949,309 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-26-001969 · form4.xml · nonDerivative · entry 3 Schwartz Todd G. · CIK 0001873026 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By TGS MCS Capital Group LP Disclosed balance after: 1,949,309 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · kind: Reflects shares of Class A Common Stock received in connection with the exercise of the Exchange Rights. F4 · price: Reflects shares of Class A Common Stock received in connection with the exercise of the Exchange Rights. F6 · ownership.nature: These securities are held by TGS MCS Capital Group LP ("MCS"), of which the reporting person is the manager of the general partner. MCS is a member of Opportunity Financial and the reporting person has the right to cause MCS to exercise for the benefit of the reporting person MCS's Exchange Rights with respect to the Common Units indirectly held by the reporting person. Read SEC document |
| April 28, 2026 Filed Apr 30, 2026 20:25 UTC | OppFi Inc. OPFI · Entity 1051 | Exercise / conversionClass A Common Stock | 24,656,083 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-26-001969 · form4.xml · nonDerivative · entry 2 Schwartz Todd G. · CIK 0001873026 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By TGS Capital Group, LP Disclosed balance after: 24,656,083 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · kind: Reflects shares of Class A Common Stock received in connection with the exercise of the Exchange Rights. F4 · price: Reflects shares of Class A Common Stock received in connection with the exercise of the Exchange Rights. F5 · ownership.nature: The reporting person is the manager of the general partner of TGS Capital Group, LP and may be deemed to beneficially own the securities held by TGS Capital Group, LP. The reporting person disclaims beneficial ownership of such securities, except to the extent of his pecuniary interest therein. Read SEC document |
| April 28, 2026 Filed Apr 30, 2026 20:25 UTC | OppFi Inc. OPFI · Entity 1051 | Disposition to issuerClass V Common Stock | 54,137,072 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-26-001969 · form4.xml · nonDerivative · entry 1 Schwartz Todd G. · CIK 0001873026 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By OppFi Shares, LLC Disclosed balance after: 4,501,169 F1 · security: Shares of Class V common stock, par value $0.0001 per share ("Class V Common Stock"), of OppFi Inc. (the "Issuer") represented voting, non-economic interests in the Issuer. Except as provided in the Issuer's certificate of incorporation, as amended, or as required by applicable law, holders of Class V Common Stock were entitled to one vote per share of Class V Common Stock on all matters to be voted on by the Issuer's stockholders generally. The shares of Class V Common Stock would be cancelled by the Issuer if the holder exercised Exchange Rights (as defined below in footnote 9). F2 · kind: Reflects the surrender and cancellation of shares of Class V Common Stock to the Issuer in connection with the exchange of Class A common units ("Common Units") of Opportunity Financial, LLC ("Opportunity Financial") by members thereof for shares of Class A common stock, par value $0.0001 per share, of the Issuer ("Class A Common Stock") pursuant to the exchange provisions of the Third Amended and Restated Limited Liability Company Agreement of Opportunity Financial (the "LLC Agreement"). F2 · price: Reflects the surrender and cancellation of shares of Class V Common Stock to the Issuer in connection with the exchange of Class A common units ("Common Units") of Opportunity Financial, LLC ("Opportunity Financial") by members thereof for shares of Class A common stock, par value $0.0001 per share, of the Issuer ("Class A Common Stock") pursuant to the exchange provisions of the Third Amended and Restated Limited Liability Company Agreement of Opportunity Financial (the "LLC Agreement"). F3 · ownership.nature: The shares of Class V Common Stock were held by OppFi Shares, LLC ("OFS"), which had sole voting power over the shares of Class V Common Stock reported in Table I hereof. OFS is wholly owned by TGS Revocable Trust, whose sole trustee is the reporting person. By virtue of these relationships, the reporting person may be deemed to have voting power over the shares of Class V Common Stock held by OFS. The reporting person disclaims beneficial ownership of the shares of Class V Common Stock held by OFS, except to the extent of his pecuniary interest therein. Read SEC document |
| April 20, 2026 Filed Apr 22, 2026 20:00 UTC | OppFi Inc. OPFI · Entity 1051 | Disposition to issuerClass V Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-26-001778 · form4.xml · nonDerivative · entry 1 Schwartz Todd G. · CIK 0001873026 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By OppFi Shares, LLC Disclosed balance after: 58,638,241 F1 · security: Shares of Class V common stock, par value $0.0001 per share ("Class V Common Stock"), of the issuer represent voting, non-economic interests in the issuer. Except as provided in the issuer's certificate of incorporation, as amended, or as required by applicable law, holders of Class V Common Stock will be entitled to one vote per share of Class V Common Stock on all matters to be voted on by the issuer's stockholders generally. F2 · kind: Reflects the surrender and cancellation of shares of Class V Common Stock to the issuer in connection with the exchange of Class A common units of Opportunity Financial, LLC ("Opportunity Financial") by members thereof, other than the reporting person, for shares of Class A common stock, par value $0.0001 per share, of the issuer pursuant to the exchange provisions of the Third Amended and Restated Limited Liability Company Agreement of Opportunity Financial. F2 · price: Reflects the surrender and cancellation of shares of Class V Common Stock to the issuer in connection with the exchange of Class A common units of Opportunity Financial, LLC ("Opportunity Financial") by members thereof, other than the reporting person, for shares of Class A common stock, par value $0.0001 per share, of the issuer pursuant to the exchange provisions of the Third Amended and Restated Limited Liability Company Agreement of Opportunity Financial. F3 · ownership.nature: The shares of Class V Common Stock are held by OppFi Shares, LLC ("OFS"), which has sole voting power over the shares of Class V Common Stock reported in Table I hereof. OFS is wholly owned by TGS Revocable Trust, whose sole trustee is the reporting person. By virtue of these relationships, the reporting person may be deemed to have voting power over the shares of Class V Common Stock held by OFS. The reporting person disclaims beneficial ownership of the shares of Class V Common Stock held by OFS, except to the extent of his pecuniary interest therein. Read SEC document |
| April 02, 2026 Filed Apr 3, 2026 20:15 UTC | OppFi Inc. OPFI · Entity 1051 | Tax withholdingClass A Common Stock | 17,987 | $7.71 | $138,679.77 |
DisclosureSEC source: 0000905148-26-001531 · form4.xml · nonDerivative · entry 3 Schwartz Todd G. · CIK 0001873026 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 308,850 F2 · shares: Represents shares withheld to cover tax withholding obligations upon the settlement of vested RSUs. Read SEC document |
| April 02, 2026 Filed Apr 3, 2026 20:15 UTC | OppFi Inc. OPFI · Entity 1051 | Tax withholdingClass A Common Stock | 2,643 | $7.71 | $20,377.53 |
DisclosureSEC source: 0000905148-26-001531 · form4.xml · nonDerivative · entry 2 Schwartz Todd G. · CIK 0001873026 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 326,837 F2 · shares: Represents shares withheld to cover tax withholding obligations upon the settlement of vested RSUs. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 20:15 UTC | OppFi Inc. OPFI · Entity 1051 | GrantClass A Common Stock | 208,053 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-26-001531 · form4.xml · nonDerivative · entry 1 Schwartz Todd G. · CIK 0001873026 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 329,480 F1 · shares: Restricted stock units ("RSUs") granted pursuant to the OppFi Inc. 2021 Equity Incentive Plan (the "Plan"). Each RSU represents a contingent right to receive one share of OppFi Inc. Class A Common Stock, par value $0.0001 per share. 25% of the RSUs vested immediately on the date of grant and the remainder will vest in equal quarterly increments over the following three years, subject to the reporting person's continued service with the issuer and the terms of the Plan. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 21:57 UTC | OppFi Inc. OPFI · Entity 1051 | Disposition to issuerClass V Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-26-001122 · form4.xml · nonDerivative · entry 1 Schwartz Todd G. · CIK 0001873026 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By OppFi Shares, LLC Disclosed balance after: 58,688,241 F1 · security: Shares of Class V common stock, par value $0.0001 per share ("Class V Common Stock"), of the issuer represent voting, non-economic interests in the issuer. Except as provided in the issuer's certificate of incorporation, as amended, or as required by applicable law, holders of Class V Common Stock will be entitled to one vote per share of Class V Common Stock on all matters to be voted on by the issuer's stockholders generally. F2 · kind: Reflects the surrender and cancellation of shares of Class V Common Stock to the issuer in connection with the exchange of Class A common units of Opportunity Financial, LLC ("Opportunity Financial") by members thereof, other than the reporting person, for shares of Class A common stock, par value $0.0001 per share, of the issuer pursuant to the exchange provisions of the Third Amended and Restated Limited Liability Company Agreement of Opportunity Financial. F2 · price: Reflects the surrender and cancellation of shares of Class V Common Stock to the issuer in connection with the exchange of Class A common units of Opportunity Financial, LLC ("Opportunity Financial") by members thereof, other than the reporting person, for shares of Class A common stock, par value $0.0001 per share, of the issuer pursuant to the exchange provisions of the Third Amended and Restated Limited Liability Company Agreement of Opportunity Financial. F3 · ownership.nature: The shares of Class V Common Stock are held by OppFi Shares, LLC ("OFS"), which has sole voting power over the shares of Class V Common Stock reported in Table I hereof. OFS is wholly owned by TGS Revocable Trust, whose sole trustee is the reporting person. By virtue of these relationships, the reporting person may be deemed to have voting power over the shares of Class V Common Stock held by OFS. The reporting person disclaims beneficial ownership of the shares of Class V Common Stock held by OFS, except to the extent of his pecuniary interest therein. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 21:23 UTC | OppFi Inc. OPFI · Entity 1051 | Tax withholdingClass A Common Stock | 3,048 | $10.30 | $31,394.40 |
DisclosureSEC source: 0000905148-26-000061 · form4.xml · nonDerivative · entry 1 Schwartz Todd G. · CIK 0001873026 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,427 F1 · shares: Represents shares withheld to cover tax withholding obligations upon the settlement of vested restricted stock units. Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 21:31 UTC | OppFi Inc. OPFI · Entity 1051 | Tax withholdingClass A Common Stock | 2,643 | $11.33 | $29,945.19 |
DisclosureSEC source: 0000905148-25-003509 · form4.xml · nonDerivative · entry 1 Schwartz Todd G. · CIK 0001873026 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,475 F1 · shares: Represents shares withheld to cover tax withholding obligations upon the settlement of vested restricted stock units. Read SEC document |
| September 15, 2025 Filed Sep 17, 2025 20:24 UTC | OppFi Inc. OPFI · Entity 1051 | OtherClass A Common Units · Derivative | 249,051 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000905148-25-003345 · form4.xml · derivative · entry 3 Schwartz Todd G. · CIK 0001873026 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By TGS Capital Group, LP Disclosed balance after: 24,656,083 Underlying: Class A Common Stock · 249,051 shares Expires not disclosed F3 · security: Class A common units ("Common Units") of Opportunity Financial, LLC ("Opportunity Financial") generally represent economic, non-voting interests in Opportunity Financial. OppFi Inc. (the "Issuer") is the sole manager of Opportunity Financial and controls Opportunity Financial, except as provided by the Third Amended and Restated Limited Liability Company Agreement of Opportunity Financial (the "LLC Agreement") or applicable law. Pursuant to the LLC Agreement, each Common Unit can be exchanged by the holder from time to time for either one share of Class A common stock, par value $0.0001 per share ("Class A Common Stock"), of the Issuer or, at the election of the Issuer in its capacity as the sole manager of Opportunity Financial, the cash equivalent of the market value of one share of Class A Common Stock (the "Exchange Rights"). F4 · kind: Reflects the distribution of 249,051 Common Units by TGS Capital Group LP to DAV 513 Revocable Trust, a limited partner. F4 · shares: Reflects the distribution of 249,051 Common Units by TGS Capital Group LP to DAV 513 Revocable Trust, a limited partner. F3 · derivative.exercise_date: Class A common units ("Common Units") of Opportunity Financial, LLC ("Opportunity Financial") generally represent economic, non-voting interests in Opportunity Financial. OppFi Inc. (the "Issuer") is the sole manager of Opportunity Financial and controls Opportunity Financial, except as provided by the Third Amended and Restated Limited Liability Company Agreement of Opportunity Financial (the "LLC Agreement") or applicable law. Pursuant to the LLC Agreement, each Common Unit can be exchanged by the holder from time to time for either one share of Class A common stock, par value $0.0001 per share ("Class A Common Stock"), of the Issuer or, at the election of the Issuer in its capacity as the sole manager of Opportunity Financial, the cash equivalent of the market value of one share of Class A Common Stock (the "Exchange Rights"). F3 · derivative.expiration_date: Class A common units ("Common Units") of Opportunity Financial, LLC ("Opportunity Financial") generally represent economic, non-voting interests in Opportunity Financial. OppFi Inc. (the "Issuer") is the sole manager of Opportunity Financial and controls Opportunity Financial, except as provided by the Third Amended and Restated Limited Liability Company Agreement of Opportunity Financial (the "LLC Agreement") or applicable law. Pursuant to the LLC Agreement, each Common Unit can be exchanged by the holder from time to time for either one share of Class A common stock, par value $0.0001 per share ("Class A Common Stock"), of the Issuer or, at the election of the Issuer in its capacity as the sole manager of Opportunity Financial, the cash equivalent of the market value of one share of Class A Common Stock (the "Exchange Rights"). F5 · ownership.nature: The reporting person is the manager of the general partner of TGS Capital Group, LP and may be deemed to beneficially own the securities held by TGS Capital Group, LP. The reporting person disclaims beneficial ownership of such securities, except to the extent of his pecuniary interest therein. Read SEC document |
| September 15, 2025 Filed Sep 17, 2025 20:24 UTC | OppFi Inc. OPFI · Entity 1051 | GiftClass A Common Stock | 93,466 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-25-003345 · form4.xml · nonDerivative · entry 1 Schwartz Todd G. · CIK 0001873026 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By TGS Revocable Trust Disclosed balance after: 433,733 F1 · kind: Reflects a charitable donation. F2 · ownership.nature: The reporting person is the sole trustee of TGS Revocable Trust. Read SEC document |
| August 13, 2025 Filed Aug 15, 2025 20:31 UTC | OppFi Inc. OPFI · Entity 1051 | Disposition to issuerClass V Common Stock | 44,716 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-25-003017 · form4.xml · nonDerivative · entry 1 Schwartz Todd G. · CIK 0001873026 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By OppFi Shares, LLC Disclosed balance after: 58,698,241 F1 · security: Shares of Class V common stock, par value $0.0001 per share ("Class V Common Stock"), of the issuer represent voting, non-economic interests in the issuer. Except as provided in the issuer's certificate of incorporation, as amended, or as required by applicable law, holders of Class V Common Stock will be entitled to one vote per share of Class V Common Stock on all matters to be voted on by the issuer's stockholders generally. F2 · kind: Reflects the surrender and cancellation of shares of Class V Common Stock to the issuer in connection with the exchange of Class A common units of Opportunity Financial, LLC ("Opportunity Financial") by members thereof, other than the reporting person, for shares of Class A common stock, par value $0.0001 per share, of the issuer pursuant to the exchange provisions of the Third Amended and Restated Limited Liability Company Agreement of Opportunity Financial. F2 · price: Reflects the surrender and cancellation of shares of Class V Common Stock to the issuer in connection with the exchange of Class A common units of Opportunity Financial, LLC ("Opportunity Financial") by members thereof, other than the reporting person, for shares of Class A common stock, par value $0.0001 per share, of the issuer pursuant to the exchange provisions of the Third Amended and Restated Limited Liability Company Agreement of Opportunity Financial. F3 · ownership.nature: The shares of Class V Common Stock are held by OppFi Shares, LLC ("OFS"), which has sole voting power over the shares of Class V Common Stock reported in Table I hereof. OFS is wholly owned by TGS Revocable Trust, whose sole trustee is the reporting person. By virtue of these relationships, the reporting person may be deemed to have voting power over the shares of Class V Common Stock held by OFS. The reporting person disclaims beneficial ownership of the shares of Class V Common Stock held by OFS, except to the extent of his pecuniary interest therein. Read SEC document |
| August 12, 2025 Filed Aug 14, 2025 01:04 UTC | OppFi Inc. OPFI · Entity 1051 | Disposition to issuerClass V Common Stock | 102,325 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-25-002878 · form4.xml · nonDerivative · entry 2 Schwartz Todd G. · CIK 0001873026 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By OppFi Shares, LLC Disclosed balance after: 58,742,957 F1 · security: Shares of Class V common stock, par value $0.0001 per share ("Class V Common Stock"), of the issuer represent voting, non-economic interests in the issuer. Except as provided in the issuer's certificate of incorporation, as amended, or as required by applicable law, holders of Class V Common Stock will be entitled to one vote per share of Class V Common Stock on all matters to be voted on by the issuer's stockholders generally. F2 · kind: Reflects the surrender and cancellation of shares of Class V Common Stock to the issuer in connection with the exchange of Class A common units of Opportunity Financial, LLC ("Opportunity Financial") by members thereof, other than the reporting person, for shares of Class A common stock, par value $0.0001 per share, of the issuer pursuant to the exchange provisions of the Third Amended and Restated Limited Liability Company Agreement of Opportunity Financial. F2 · price: Reflects the surrender and cancellation of shares of Class V Common Stock to the issuer in connection with the exchange of Class A common units of Opportunity Financial, LLC ("Opportunity Financial") by members thereof, other than the reporting person, for shares of Class A common stock, par value $0.0001 per share, of the issuer pursuant to the exchange provisions of the Third Amended and Restated Limited Liability Company Agreement of Opportunity Financial. F3 · ownership.nature: The shares of Class V Common Stock are held by OppFi Shares, LLC ("OFS"), which has sole voting power over the shares of Class V Common Stock reported in Table I hereof. OFS is wholly owned by TGS Revocable Trust, whose sole trustee is the reporting person. By virtue of these relationships, the reporting person may be deemed to have voting power over the shares of Class V Common Stock held by OFS. The reporting person disclaims beneficial ownership of the shares of Class V Common Stock held by OFS, except to the extent of his pecuniary interest therein. Read SEC document |
| August 11, 2025 Filed Aug 14, 2025 01:04 UTC | OppFi Inc. OPFI · Entity 1051 | Disposition to issuerClass V Common Stock | 102,959 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-25-002878 · form4.xml · nonDerivative · entry 1 Schwartz Todd G. · CIK 0001873026 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By OppFi Shares, LLC Disclosed balance after: 58,845,282 F1 · security: Shares of Class V common stock, par value $0.0001 per share ("Class V Common Stock"), of the issuer represent voting, non-economic interests in the issuer. Except as provided in the issuer's certificate of incorporation, as amended, or as required by applicable law, holders of Class V Common Stock will be entitled to one vote per share of Class V Common Stock on all matters to be voted on by the issuer's stockholders generally. F2 · kind: Reflects the surrender and cancellation of shares of Class V Common Stock to the issuer in connection with the exchange of Class A common units of Opportunity Financial, LLC ("Opportunity Financial") by members thereof, other than the reporting person, for shares of Class A common stock, par value $0.0001 per share, of the issuer pursuant to the exchange provisions of the Third Amended and Restated Limited Liability Company Agreement of Opportunity Financial. F2 · price: Reflects the surrender and cancellation of shares of Class V Common Stock to the issuer in connection with the exchange of Class A common units of Opportunity Financial, LLC ("Opportunity Financial") by members thereof, other than the reporting person, for shares of Class A common stock, par value $0.0001 per share, of the issuer pursuant to the exchange provisions of the Third Amended and Restated Limited Liability Company Agreement of Opportunity Financial. F3 · ownership.nature: The shares of Class V Common Stock are held by OppFi Shares, LLC ("OFS"), which has sole voting power over the shares of Class V Common Stock reported in Table I hereof. OFS is wholly owned by TGS Revocable Trust, whose sole trustee is the reporting person. By virtue of these relationships, the reporting person may be deemed to have voting power over the shares of Class V Common Stock held by OFS. The reporting person disclaims beneficial ownership of the shares of Class V Common Stock held by OFS, except to the extent of his pecuniary interest therein. Read SEC document |
| July 16, 2025 Filed Jul 18, 2025 20:05 UTC | OppFi Inc. OPFI · Entity 1051 | Disposition to issuerClass V Common Stock | 1,301 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-25-002483 · form4.xml · nonDerivative · entry 1 Schwartz Todd G. · CIK 0001873026 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By OppFi Shares, LLC Disclosed balance after: 58,948,241 F1 · security: Shares of Class V common stock, par value $0.0001 per share ("Class V Common Stock"), of the issuer represent voting, non-economic interests in the issuer. Except as provided in the issuer's certificate of incorporation, as amended, or as required by applicable law, holders of Class V Common Stock will be entitled to one vote per share of Class V Common Stock on all matters to be voted on by the issuer's stockholders generally. F2 · kind: Reflects the surrender and cancellation of shares of Class V Common Stock to the issuer in connection with the exchange of Class A common units of Opportunity Financial, LLC ("Opportunity Financial") by members thereof, other than the reporting person, for shares of Class A common stock, par value $0.0001 per share, of the issuer pursuant to the exchange provisions of the Third Amended and Restated Limited Liability Company Agreement of Opportunity Financial. F2 · price: Reflects the surrender and cancellation of shares of Class V Common Stock to the issuer in connection with the exchange of Class A common units of Opportunity Financial, LLC ("Opportunity Financial") by members thereof, other than the reporting person, for shares of Class A common stock, par value $0.0001 per share, of the issuer pursuant to the exchange provisions of the Third Amended and Restated Limited Liability Company Agreement of Opportunity Financial. F3 · ownership.nature: The shares of Class V Common Stock are held by OppFi Shares, LLC ("OFS"), which has sole voting power over the shares of Class V Common Stock reported in Table I hereof. OFS is wholly owned by TGS Revocable Trust, whose sole trustee is the reporting person. By virtue of these relationships, the reporting person may be deemed to have voting power over the shares of Class V Common Stock held by OFS. The reporting person disclaims beneficial ownership of the shares of Class V Common Stock held by OFS, except to the extent of his pecuniary interest therein. Read SEC document |
| July 14, 2025 Filed Jul 15, 2025 21:00 UTC | OppFi Inc. OPFI · Entity 1051 | Disposition to issuerClass V Common Stock | 128,188 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-25-002457 · form4.xml · nonDerivative · entry 2 Schwartz Todd G. · CIK 0001873026 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By OppFi Shares, LLC Disclosed balance after: 58,949,542 F1 · security: Shares of Class V common stock, par value $0.0001 per share ("Class V Common Stock"), of the issuer represent voting, non-economic interests in the issuer. Except as provided in the issuer's certificate of incorporation, as amended, or as required by applicable law, holders of Class V Common Stock will be entitled to one vote per share of Class V Common Stock on all matters to be voted on by the issuer's stockholders generally. F2 · kind: Reflects the surrender and cancellation of shares of Class V Common Stock to the issuer in connection with the exchange of Class A common units of Opportunity Financial, LLC ("Opportunity Financial") by members thereof, other than the reporting person, for shares of Class A common stock, par value $0.0001 per share, of the issuer pursuant to the exchange provisions of the Third Amended and Restated Limited Liability Company Agreement of Opportunity Financial. F2 · price: Reflects the surrender and cancellation of shares of Class V Common Stock to the issuer in connection with the exchange of Class A common units of Opportunity Financial, LLC ("Opportunity Financial") by members thereof, other than the reporting person, for shares of Class A common stock, par value $0.0001 per share, of the issuer pursuant to the exchange provisions of the Third Amended and Restated Limited Liability Company Agreement of Opportunity Financial. F3 · ownership.nature: The shares of Class V Common Stock are held by OppFi Shares, LLC ("OFS"), which has sole voting power over the shares of Class V Common Stock reported in Table I hereof. OFS is wholly owned by TGS Revocable Trust, whose sole trustee is the reporting person. By virtue of these relationships, the reporting person may be deemed to have voting power over the shares of Class V Common Stock held by OFS. The reporting person disclaims beneficial ownership of the shares of Class V Common Stock held by OFS, except to the extent of his pecuniary interest therein. Read SEC document |
| July 11, 2025 Filed Jul 15, 2025 21:00 UTC | OppFi Inc. OPFI · Entity 1051 | Disposition to issuerClass V Common Stock | 121,812 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-25-002457 · form4.xml · nonDerivative · entry 1 Schwartz Todd G. · CIK 0001873026 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By OppFi Shares, LLC Disclosed balance after: 59,077,730 F1 · security: Shares of Class V common stock, par value $0.0001 per share ("Class V Common Stock"), of the issuer represent voting, non-economic interests in the issuer. Except as provided in the issuer's certificate of incorporation, as amended, or as required by applicable law, holders of Class V Common Stock will be entitled to one vote per share of Class V Common Stock on all matters to be voted on by the issuer's stockholders generally. F2 · kind: Reflects the surrender and cancellation of shares of Class V Common Stock to the issuer in connection with the exchange of Class A common units of Opportunity Financial, LLC ("Opportunity Financial") by members thereof, other than the reporting person, for shares of Class A common stock, par value $0.0001 per share, of the issuer pursuant to the exchange provisions of the Third Amended and Restated Limited Liability Company Agreement of Opportunity Financial. F2 · price: Reflects the surrender and cancellation of shares of Class V Common Stock to the issuer in connection with the exchange of Class A common units of Opportunity Financial, LLC ("Opportunity Financial") by members thereof, other than the reporting person, for shares of Class A common stock, par value $0.0001 per share, of the issuer pursuant to the exchange provisions of the Third Amended and Restated Limited Liability Company Agreement of Opportunity Financial. F3 · ownership.nature: The shares of Class V Common Stock are held by OppFi Shares, LLC ("OFS"), which has sole voting power over the shares of Class V Common Stock reported in Table I hereof. OFS is wholly owned by TGS Revocable Trust, whose sole trustee is the reporting person. By virtue of these relationships, the reporting person may be deemed to have voting power over the shares of Class V Common Stock held by OFS. The reporting person disclaims beneficial ownership of the shares of Class V Common Stock held by OFS, except to the extent of his pecuniary interest therein. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 20:36 UTC | OppFi Inc. OPFI · Entity 1051 | Tax withholdingClass A Common Stock | 2,643 | $13.99 | $36,975.57 |
DisclosureSEC source: 0000905148-25-002337 · form4.xml · nonDerivative · entry 1 Schwartz Todd G. · CIK 0001873026 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,118 F1 · shares: Represents shares withheld to cover tax withholding obligations upon the settlement of vested restricted stock units. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 20:31 UTC | OppFi Inc. OPFI · Entity 1051 | Disposition to issuerClass V Common Stock | 70,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-25-002315 · form4.xml · nonDerivative · entry 1 Schwartz Todd G. · CIK 0001873026 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By OppFi Shares, LLC Disclosed balance after: 59,199,542 F1 · security: Shares of Class V common stock, par value $0.0001 per share ("Class V Common Stock"), of the issuer represent voting, non-economic interests in the issuer. Except as provided in the issuer's certificate of incorporation, as amended, or as required by applicable law, holders of Class V Common Stock will be entitled to one vote per share of Class V Common Stock on all matters to be voted on by the issuer's stockholders generally. F2 · kind: Reflects the surrender and cancellation of shares of Class V Common Stock to the issuer in connection with the exchange of Class A common units of Opportunity Financial, LLC ("Opportunity Financial") by members thereof, other than the reporting person, for shares of Class A common stock, par value $0.0001 per share, of the issuer pursuant to the exchange provisions of the Third Amended and Restated Limited Liability Company Agreement of Opportunity Financial. F2 · price: Reflects the surrender and cancellation of shares of Class V Common Stock to the issuer in connection with the exchange of Class A common units of Opportunity Financial, LLC ("Opportunity Financial") by members thereof, other than the reporting person, for shares of Class A common stock, par value $0.0001 per share, of the issuer pursuant to the exchange provisions of the Third Amended and Restated Limited Liability Company Agreement of Opportunity Financial. F3 · ownership.nature: The shares of Class V Common Stock are held by OppFi Shares, LLC ("OFS"), which has sole voting power over the shares of Class V Common Stock reported in Table I hereof. OFS is wholly owned by TGS Revocable Trust, whose sole trustee is the reporting person. By virtue of these relationships, the reporting person may be deemed to have voting power over the shares of Class V Common Stock held by OFS. The reporting person disclaims beneficial ownership of the shares of Class V Common Stock held by OFS, except to the extent of his pecuniary interest therein. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.