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 |
|---|---|---|---|---|---|---|
| December 28, 2021 Filed Dec 30, 2021 23:00 UTC | OppFi Inc. OPFI · Entity 1051 | Disposition to issuerClass V Common Stock | 4,640 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-050118 · doc4.xml · nonDerivative · entry 1 Schwartz Todd G. · CIK 0001873026 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By OppFi Shares, LLC Disclosed balance after: 96,338,474 F1 · security: Shares of Class V common stock, par value $0.0001 per share ("Class V Common Stock"), of OppFi Inc. (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 |
| November 23, 2021 Filed Nov 26, 2021 22:00 UTC | OppFi Inc. OPFI · Entity 1051 | Disposition to issuerClass V Common Stock | 5,298 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-046152 · doc4.xml · nonDerivative · entry 1 Schwartz Todd G. · CIK 0001873026 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By OppFi Shares, LLC Disclosed balance after: 96,343,114 F1 · security: Shares of Class V common stock, par value $0.0001 per share ("Class V Common Stock"), of OppFi Inc. (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 |
| November 17, 2021 Filed Nov 18, 2021 00:32 UTC | OppFi Inc. OPFI · Entity 1051 | Disposition to issuerClass V Common Stock | 17,995 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-045151 · doc4.xml · nonDerivative · entry 2 Schwartz Todd G. · CIK 0001873026 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By OppFi Shares, LLC Disclosed balance after: 96,348,412 F1 · security: Shares of Class V common stock, par value $0.0001 per share ("Class V Common Stock"), of OppFi Inc. (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 |
| November 15, 2021 Filed Nov 18, 2021 00:32 UTC | OppFi Inc. OPFI · Entity 1051 | Disposition to issuerClass V Common Stock | 133,834 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-045151 · doc4.xml · nonDerivative · entry 1 Schwartz Todd G. · CIK 0001873026 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By OppFi Shares, LLC Disclosed balance after: 96,366,407 F1 · security: Shares of Class V common stock, par value $0.0001 per share ("Class V Common Stock"), of OppFi Inc. (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 |
| October 01, 2021 Filed Oct 5, 2021 00:22 UTC | OppFi Inc. OPFI · Entity 1051 | GrantRestricted Stock Units · Derivative | 18,484 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-038935 · doc4.xml · derivative · entry 1 Schwartz Todd G. · CIK 0001873026 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,484 Underlying: Class A Common Stock · 18,484 shares Expires not disclosed F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of OppFi Inc. Class A Common Stock, par value $0.0001 per share, and was granted pursuant to the OppFi Inc. 2021 Equity Incentive Plan (the "Plan"). 100% of the RSUs will vest on the earlier of (i) the one-year anniversary of the date of grant or (ii) the next annual meeting of stockholders of OppFi Inc., subject to the reporting person's continued service with the issuer and the terms of the Plan. F1 · derivative.expiration_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of OppFi Inc. Class A Common Stock, par value $0.0001 per share, and was granted pursuant to the OppFi Inc. 2021 Equity Incentive Plan (the "Plan"). 100% of the RSUs will vest on the earlier of (i) the one-year anniversary of the date of grant or (ii) the next annual meeting of stockholders of OppFi Inc., subject to the reporting person's continued service with the issuer and the terms of the Plan. Read SEC document |
| July 27, 2021 Filed Jul 29, 2021 22:16 UTC | OppFi Inc. OPFI · Entity 1051 | Disposition to issuerClass V Common Stock | 486,852 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-030666 · doc4.xml · nonDerivative · entry 1 Schwartz Todd G. · CIK 0001873026 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By OppFi Shares, LLC Disclosed balance after: 96,500,241 F1 · security: Shares of Class V common stock, par value $0.0001 per share ("Class V Common Stock"), of OppFi Inc. (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 an exchange of Class A common units of Opportunity Financial, LLC ("Opportunity Financial") by a member thereof 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 an exchange of Class A common units of Opportunity Financial, LLC ("Opportunity Financial") by a member thereof 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.