Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| OppFi Inc.OPFI · Entity 1051 | Director | August 19, 2026 | August 21, 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 August 19, 2026 · Filed August 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 154,434 |
Reported balance
After 2026-08-19 transaction · row 1
1 source rowRow 1 · 2026-08-19 · Sale · Disposed 28,485 · Balance 154,434 F1: Represents shares sold to satisfy tax liability upon the vesting of restricted stock units and the April 28, 2026 corporate simplification of the issuer. F2: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions with prices ranging from $7.125 to $7.20 for a weighted average sale price of $7.1605. 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 sold at each separate price within the range set forth in this footnote. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy DAV 513 Revocable Trust | 284,501 |
Reported balance
Holding disclosure · report date 2026-08-19 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 284,501 F3: These securities are held by DAV 513 Revocable Trust ("DAV"), of which the reporting person is the sole trustee and sole beneficiary. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares sold to satisfy tax liability upon the vesting of restricted stock units and the April 28, 2026 corporate simplification of the issuer.
F2: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions with prices ranging from $7.125 to $7.20 for a weighted average sale price of $7.1605. 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 sold at each separate price within the range set forth in this footnote.
F3: These securities are held by DAV 513 Revocable Trust ("DAV"), of which the reporting person is the sole trustee and sole beneficiary.
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 |
|---|---|---|---|---|---|---|
| August 19, 2026 Filed Aug 21, 2026 20:17 UTC | OppFi Inc. OPFI · Entity 1051 | SaleClass A Common Stock | 28,485 | $7.16 | $203,966.84 |
DisclosureSEC source: 0000905148-26-003868 · form4.xml · nonDerivative · entry 1 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 154,434 F1 · shares: Represents shares sold to satisfy tax liability upon the vesting of restricted stock units and the April 28, 2026 corporate simplification of the issuer. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions with prices ranging from $7.125 to $7.20 for a weighted average sale price of $7.1605. 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 sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 09, 2026 Filed Jun 10, 2026 20:16 UTC | OppFi Inc. OPFI · Entity 1051 | GrantClass A Common Stock | 25,265 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-26-002881 · form4.xml · nonDerivative · entry 2 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 182,919 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 ("Class A Common Stock"). 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. (the "Issuer"), subject to the reporting person's continued service with the Issuer and the terms of the Plan. F2 · shares: Represents deferred RSUs. The shares of Class A Common Stock underlying these RSUs will be issued to the reporting person on the earlier of (i) June 8, 2029 or (ii) the date of the Reporting Person's separation from service with the Issuer. Read SEC document |
| June 09, 2026 Filed Jun 10, 2026 20:16 UTC | OppFi Inc. OPFI · Entity 1051 | GrantClass A Common Stock | 25,265 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-26-002881 · form4.xml · nonDerivative · entry 1 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 157,654 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 ("Class A Common Stock"). 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. (the "Issuer"), subject to the reporting person's continued service with the Issuer and the terms of the Plan. Read SEC document |
| May 04, 2026 Filed May 6, 2026 20:16 UTC | OppFi Inc. OPFI · Entity 1051 | SaleClass A Common Stock | 10,000 | $10.00 | $100,000.00 |
DisclosureSEC source: 0000905148-26-002133 · form4.xml · nonDerivative · entry 1 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 132,389 F1 · kind: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 9, 2025. Read SEC document |
| April 28, 2026 Filed Apr 30, 2026 20:25 UTC | OppFi Inc. OPFI · Entity 1051 | Exercise / conversionClass A Common Units · Derivative | 284,501 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000905148-26-001970 · form4.xml · derivative · entry 4 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By DAV 513 Revocable Trust Disclosed balance after: 0 Underlying: Class A Common Stock · 284,501 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. F6 · 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 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 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 · 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 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 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 · 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 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 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: These securities are held by DAV 513 Revocable Trust ("DAV"), of which the reporting person is the sole trustee and sole beneficiary. DAV is a member of Opportunity Financial and the reporting person had the right to cause DAV to exercise for the benefit of the reporting person DAV'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 | 284,501 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-26-001970 · form4.xml · nonDerivative · entry 2 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By DAV 513 Revocable Trust Disclosed balance after: 284,501 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, par value $0.0001 per share, of the Issuer ("Class A Common Stock") received in connection with the exercise of the Exchange Rights by DAV. F4 · price: Reflects shares of Class A common stock, par value $0.0001 per share, of the Issuer ("Class A Common Stock") received in connection with the exercise of the Exchange Rights by DAV. F5 · ownership.nature: These securities are held by DAV 513 Revocable Trust ("DAV"), of which the reporting person is the sole trustee and sole beneficiary. DAV is a member of Opportunity Financial and the reporting person had the right to cause DAV to exercise for the benefit of the reporting person DAV'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 | Disposition to issuerClass V Common Stock | 284,501 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-26-001970 · form4.xml · nonDerivative · entry 1 Vennettilli David · CIK 0001873027 · Director 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 reporting person exercised (or caused DAV (as defined below in footnote 5) to exercise) Exchange Rights (as defined below in footnote 6). F2 · kind: Reflects the cancellation of shares of Class V Common Stock in connection with the exercise of the Exchange Rights with respect to an equivalent number of Class A common units ("Common Units") of Opportunity Financial, LLC ("Opportunity Financial"). F2 · shares: Reflects the cancellation of shares of Class V Common Stock in connection with the exercise of the Exchange Rights with respect to an equivalent number of Class A common units ("Common Units") of Opportunity Financial, LLC ("Opportunity Financial"). F2 · price: Reflects the cancellation of shares of Class V Common Stock in connection with the exercise of the Exchange Rights with respect to an equivalent number of Class A common units ("Common Units") of Opportunity Financial, LLC ("Opportunity Financial"). 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. The reporting person had the indirect right to cause OFS to dispose of the shares of Class V Common Stock reported in Table I hereof to the Issuer pursuant to the reporting person's (or DAV's) Exchange Rights. Read SEC document |
| September 15, 2025 Filed Sep 17, 2025 20:25 UTC | OppFi Inc. OPFI · Entity 1051 | OtherClass A Common Units · Derivative | 283,501 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000905148-25-003346 · form4.xml · derivative · entry 3 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By DAV 513 Revocable Trust Disclosed balance after: 284,501 Underlying: Class A Common Stock · 283,501 shares Expires not disclosed F5 · security: Common Units generally represent 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 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"). F6 · kind: Reflects the distribution of 249,051 Common Units and 34,450 Common Units by TGS Capital Group LP and Ward Capital Group LP, respectively, to DAV. F6 · shares: Reflects the distribution of 249,051 Common Units and 34,450 Common Units by TGS Capital Group LP and Ward Capital Group LP, respectively, to DAV. F5 · derivative.exercise_date: Common Units generally represent 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 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 · derivative.expiration_date: Common Units generally represent 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 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"). F7 · balance_after: Excludes Common Units held by each of the Trusts. Mr. Vennettilli holds interests in each of the Trusts but disclaims beneficial ownership of such Common Units except to the extent of his pecuniary interest therein, if any. F8 · ownership.nature: These securities are held by DAV 513 Revocable Trust ("DAV"), of which the reporting person is the sole trustee and sole beneficiary. DAV is a member of Opportunity Financial and the reporting person has the right to cause DAV to exercise for the benefit of the reporting person DAV's Exchange Rights with respect to the Common Units indirectly held by the reporting person. Read SEC document |
| September 15, 2025 Filed Sep 17, 2025 20:25 UTC | OppFi Inc. OPFI · Entity 1051 | OtherClass V Common Stock | 283,501 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-25-003346 · form4.xml · nonDerivative · entry 1 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By OppFi Shares, LLC Disclosed balance after: 284,501 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. The shares of Class V Common Stock will be cancelled by the Issuer if the reporting person exercises (or causes DAV (as defined below in footnote 8) to exercise) Exchange Rights (as defined below in footnote 5). F2 · kind: Reflects the acquisition of shares of Class V Common Stock in connection with the distribution of an equivalent number of Class A common units ("Common Units") of Opportunity Financial, LLC ("Opportunity Financial") by TGS Capital Group LP and Ward Capital Group LP to DAV. F2 · shares: Reflects the acquisition of shares of Class V Common Stock in connection with the distribution of an equivalent number of Class A common units ("Common Units") of Opportunity Financial, LLC ("Opportunity Financial") by TGS Capital Group LP and Ward Capital Group LP to DAV. F2 · price: Reflects the acquisition of shares of Class V Common Stock in connection with the distribution of an equivalent number of Class A common units ("Common Units") of Opportunity Financial, LLC ("Opportunity Financial") by TGS Capital Group LP and Ward Capital Group LP to DAV. F3 · balance_after: Excludes shares of Class V Common Stock that correspond to the Common Units held by each of TGS MCS Capital Group LP and Ramble MCS Capital Group LP (collectively, the "Trusts"). Mr. Vennettilli holds interests in each of the Trusts but disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein, if any. F4 · 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. The reporting person has the indirect right to cause OFS to dispose of the shares of Class V Common Stock reported in Table I hereof to the Issuer pursuant to the reporting person's (or DAV's) Exchange Rights. Read SEC document |
| June 10, 2025 Filed Jun 12, 2025 21:48 UTC | OppFi Inc. OPFI · Entity 1051 | GrantClass A Common Stock | 51,627 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-25-002114 · form4.xml · nonDerivative · entry 1 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 142,389 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 ("Class A Common Stock"). 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. (the "Issuer"), subject to the reporting person's continued service with the Issuer and the terms of the Plan. Read SEC document |
| March 11, 2025 Filed Mar 12, 2025 21:33 UTC | OppFi Inc. OPFI · Entity 1051 | SaleClass A Common Stock | 30,762 | $9.09 | $279,771.16 |
DisclosureSEC source: 0000905148-25-000910 · form4.xml · nonDerivative · entry 4 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,762 F7 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions with prices ranging from $9.00 to $9.44 for a weighted average sale price of $9.0947. 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 sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 07, 2025 Filed Mar 12, 2025 21:33 UTC | OppFi Inc. OPFI · Entity 1051 | Exercise / conversionClass A Common Units · Derivative | 43,238 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000905148-25-000910 · form4.xml · derivative · entry 5 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By DAV 513 Revocable Trust Disclosed balance after: 1,000 Underlying: Class A Common Stock · 43,238 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. F8 · security: Common Units generally represent 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 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 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"). F8 · derivative.exercise_date: Common Units generally represent 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 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 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"). F8 · derivative.expiration_date: Common Units generally represent 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 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 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"). F9 · balance_after: Excludes Common Units held by each of the Trusts. Mr. Vennettilli holds interests in each of the Trusts but disclaims beneficial ownership of such Common Units except to the extent of his pecuniary interest therein, if any. F10 · ownership.nature: These securities are held by DAV 513 Revocable Trust ("DAV"), of which the reporting person is the sole trustee and sole beneficiary. DAV is a member of Opportunity Financial and the reporting person has the right to cause DAV to exercise for the benefit of the reporting person DAV's Exchange Rights with respect to the Common Units indirectly held by the reporting person. Read SEC document |
| March 07, 2025 Filed Mar 12, 2025 21:33 UTC | OppFi Inc. OPFI · Entity 1051 | SaleClass A Common Stock | 43,238 | $9.45 | $408,564.51 |
DisclosureSEC source: 0000905148-25-000910 · form4.xml · nonDerivative · entry 3 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By DAV 513 Revocable Trust Disclosed balance after: 0 F6 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions with prices ranging from $9.35 to $9.58 for a weighted average sale price of $9.4492. 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 sold at each separate price within the range set forth in this footnote. F10 · ownership.nature: These securities are held by DAV 513 Revocable Trust ("DAV"), of which the reporting person is the sole trustee and sole beneficiary. DAV is a member of Opportunity Financial and the reporting person has the right to cause DAV to exercise for the benefit of the reporting person DAV's Exchange Rights with respect to the Common Units indirectly held by the reporting person. Read SEC document |
| March 07, 2025 Filed Mar 12, 2025 21:33 UTC | OppFi Inc. OPFI · Entity 1051 | Exercise / conversionClass A Common Stock | 43,238 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-25-000910 · form4.xml · nonDerivative · entry 2 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By DAV 513 Revocable Trust Disclosed balance after: 43,238 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. F5 · kind: Reflects shares of Class A Common Stock, par value $0.0001 per share ("Class A Common Stock"), received in connection with the exercise of the Exchange Rights by DAV. F5 · price: Reflects shares of Class A Common Stock, par value $0.0001 per share ("Class A Common Stock"), received in connection with the exercise of the Exchange Rights by DAV. F10 · ownership.nature: These securities are held by DAV 513 Revocable Trust ("DAV"), of which the reporting person is the sole trustee and sole beneficiary. DAV is a member of Opportunity Financial and the reporting person has the right to cause DAV to exercise for the benefit of the reporting person DAV's Exchange Rights with respect to the Common Units indirectly held by the reporting person. Read SEC document |
| March 07, 2025 Filed Mar 12, 2025 21:33 UTC | OppFi Inc. OPFI · Entity 1051 | Disposition to issuerClass V Common Stock | 43,238 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-25-000910 · form4.xml · nonDerivative · entry 1 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By OppFi Shares, LLC Disclosed balance after: 1,000 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. The shares of Class V Common Stock will be cancelled by the Issuer if the reporting person exercises (or causes DAV (as defined below in footnote 10) to exercise) Exchange Rights (as defined below in footnote 8). F2 · kind: Reflects the cancellation of shares of Class V Common Stock in connection with the exercise of the Exchange Rights with respect to an equivalent number of Class A common units ("Common Units") of Opportunity Financial, LLC ("Opportunity Financial"). F2 · shares: Reflects the cancellation of shares of Class V Common Stock in connection with the exercise of the Exchange Rights with respect to an equivalent number of Class A common units ("Common Units") of Opportunity Financial, LLC ("Opportunity Financial"). F2 · price: Reflects the cancellation of shares of Class V Common Stock in connection with the exercise of the Exchange Rights with respect to an equivalent number of Class A common units ("Common Units") of Opportunity Financial, LLC ("Opportunity Financial"). F3 · balance_after: Excludes shares of Class V Common Stock that correspond to the Common Units held by each of TGS Capital Group LP, TGS MCS Capital Group LP, LTHS Capital Group LP, Ramble MCS Capital Group LP and Ward Capital Group LP (collectively, the "Trusts"). Mr. Vennettilli holds interests in each of the Trusts but disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein, if any. F4 · 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. The reporting person has the indirect right to cause OFS to dispose of the shares of Class V Common Stock reported in Table I hereof to the Issuer pursuant to the reporting person's (or DAV's) Exchange Rights. Read SEC document |
| December 02, 2024 Filed Dec 4, 2024 21:03 UTC | OppFi Inc. OPFI · Entity 1051 | SaleClass A Common Stock | 22,301 | $7.68 | $171,309.59 |
DisclosureSEC source: 0000905148-24-003315 · form4.xml · nonDerivative · entry 1 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,524 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions with prices ranging from $7.65 to $7.75 for a weighted average sale price of $7.6817. 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 sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 08, 2024 Filed Nov 14, 2024 02:15 UTC | OppFi Inc. OPFI · Entity 1051 | Exercise / conversionClass A Common Units · Derivative | 100,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000905148-24-003071 · form4.xml · derivative · entry 5 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By DAV 513 Revocable Trust Disclosed balance after: 44,238 Underlying: Class A Common Stock · 100,000 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 generally represent 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 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 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"). F9 · derivative.exercise_date: Common Units generally represent 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 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 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"). F9 · derivative.expiration_date: Common Units generally represent 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 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 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"). F10 · balance_after: Excludes Common Units held by each of the Trusts. Mr. Vennettilli holds interests in each of the Trusts but disclaims beneficial ownership of such Common Units except to the extent of his pecuniary interest therein, if any. F11 · ownership.nature: These securities are held by DAV 513 Revocable Trust ("DAV"), of which the reporting person is the sole trustee and sole beneficiary. DAV is a member of Opportunity Financial and the reporting person has the right to cause DAV to exercise for the benefit of the reporting person DAV's Exchange Rights with respect to the Common Units indirectly held by the reporting person. Read SEC document |
| November 08, 2024 Filed Nov 14, 2024 02:15 UTC | OppFi Inc. OPFI · Entity 1051 | SaleClass A Common Stock | 100,000 | $6.45 | $644,840.00 |
DisclosureSEC source: 0000905148-24-003071 · form4.xml · nonDerivative · entry 4 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By DAV 513 Revocable Trust Disclosed balance after: 0 F8 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions with prices ranging from $6.35 to $6.83 for a weighted average sale price of $6.4484. 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 sold at each separate price within the range set forth in this footnote. F11 · ownership.nature: These securities are held by DAV 513 Revocable Trust ("DAV"), of which the reporting person is the sole trustee and sole beneficiary. DAV is a member of Opportunity Financial and the reporting person has the right to cause DAV to exercise for the benefit of the reporting person DAV's Exchange Rights with respect to the Common Units indirectly held by the reporting person. Read SEC document |
| November 08, 2024 Filed Nov 14, 2024 02:15 UTC | OppFi Inc. OPFI · Entity 1051 | Exercise / conversionClass A Common Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-24-003071 · form4.xml · nonDerivative · entry 3 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By DAV 513 Revocable Trust Disclosed balance after: 100,000 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. F7 · kind: Reflects shares of Class A Common Stock received in connection with the exercise of the Exchange Rights by DAV. F7 · price: Reflects shares of Class A Common Stock received in connection with the exercise of the Exchange Rights by DAV. F11 · ownership.nature: These securities are held by DAV 513 Revocable Trust ("DAV"), of which the reporting person is the sole trustee and sole beneficiary. DAV is a member of Opportunity Financial and the reporting person has the right to cause DAV to exercise for the benefit of the reporting person DAV's Exchange Rights with respect to the Common Units indirectly held by the reporting person. Read SEC document |
| November 08, 2024 Filed Nov 14, 2024 02:15 UTC | OppFi Inc. OPFI · Entity 1051 | Disposition to issuerClass V Common Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-24-003071 · form4.xml · nonDerivative · entry 2 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By OppFi Shares, LLC Disclosed balance after: 44,238 F3 · 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. The shares of Class V Common Stock will be cancelled by the Issuer if the reporting person exercises (or causes DAV (as defined below in footnote 11) to exercise) Exchange Rights (as defined below in footnote 9). F4 · kind: Reflects the cancellation of shares of Class V Common Stock in connection with the exercise of the Exchange Rights with respect to an equivalent number of Class A common units ("Common Units") of Opportunity Financial, LLC ("Opportunity Financial"). F4 · shares: Reflects the cancellation of shares of Class V Common Stock in connection with the exercise of the Exchange Rights with respect to an equivalent number of Class A common units ("Common Units") of Opportunity Financial, LLC ("Opportunity Financial"). F4 · price: Reflects the cancellation of shares of Class V Common Stock in connection with the exercise of the Exchange Rights with respect to an equivalent number of Class A common units ("Common Units") of Opportunity Financial, LLC ("Opportunity Financial"). F5 · balance_after: Excludes shares of Class V Common Stock that correspond to the Common Units held by each of TGS Capital Group LP, TGS MCS Capital Group LP, LTHS Capital Group LP, Ramble MCS Capital Group LP and Ward Capital Group LP (collectively, the "Trusts"). Mr. Vennettilli holds interests in each of the Trusts but disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein, if any. F6 · 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. The reporting person has the indirect right to cause OFS to dispose of the shares of Class V Common Stock reported in Table I hereof to the Issuer pursuant to the reporting person's (or DAV's) Exchange Rights. Read SEC document |
| August 09, 2024 Filed Aug 13, 2024 21:57 UTC | OppFi Inc. OPFI · Entity 1051 | SaleClass A Common Stock | 38,886 | $4.34 | $168,625.25 |
DisclosureSEC source: 0000905148-24-002166 · form4.xml · nonDerivative · entry 1 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,497 F1 · shares: Represents shares sold to satisfy tax liability upon the vesting of restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions with prices ranging from $4.25 to $4.42 for a weighted average sale price of $4.3364. 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 sold at each separate price within the range set forth in this footnote. Read SEC document |
| July 21, 2024 Filed Jul 23, 2024 22:25 UTC | OppFi Inc. OPFI · Entity 1051 | Disposition to issuerClass A Common Units · Derivative | 51,448 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000905148-24-001978 · form4.xml · derivative · entry 2 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By DAV 513 Revocable Trust Disclosed balance after: 144,238 Underlying: Class A Common Stock · 51,448 shares Expires not disclosed F4 · security: Common Units generally represent 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 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"). F2 · shares: Reflects the forfeiture to Opportunity Financial, LLC ("Opportunity Financial") for no consideration of Class A common units ("Common Units") of Opportunity Financial that were not earned pursuant to the earnout provisions of that certain Business Combination Agreement, dated February 9, 2021, by and among the Issuer, Opportunity Financial, OppFi Shares, LLC ("OFS") and the representative of the members of Opportunity Financial. In connection with the forfeiture of the Common Units, the reporting person is deemed to have forfeited the indirect right to cause OFS to dispose of an equivalent number of shares of Class V Common Stock to the Issuer pursuant to the reporting person's (or DAV's) Exchange Rights. Also reflects the reallocation of additional Common Units of Opportunity Financial to the reporting person following the forfeiture of Common Units by other members. F4 · derivative.exercise_date: Common Units generally represent 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 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 · derivative.expiration_date: Common Units generally represent 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 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"). F2 · balance_after: Reflects the forfeiture to Opportunity Financial, LLC ("Opportunity Financial") for no consideration of Class A common units ("Common Units") of Opportunity Financial that were not earned pursuant to the earnout provisions of that certain Business Combination Agreement, dated February 9, 2021, by and among the Issuer, Opportunity Financial, OppFi Shares, LLC ("OFS") and the representative of the members of Opportunity Financial. In connection with the forfeiture of the Common Units, the reporting person is deemed to have forfeited the indirect right to cause OFS to dispose of an equivalent number of shares of Class V Common Stock to the Issuer pursuant to the reporting person's (or DAV's) Exchange Rights. Also reflects the reallocation of additional Common Units of Opportunity Financial to the reporting person following the forfeiture of Common Units by other members. F5 · ownership.nature: These Common Units are held by DAV 513 Revocable Trust ("DAV"), of which the reporting person is the sole trustee and sole beneficiary. DAV is a member of Opportunity Financial and the reporting person has the right to cause DAV to exercise for the benefit of the reporting person DAV's Exchange Rights with respect to the Common Units indirectly held by the reporting person. Read SEC document |
| July 21, 2024 Filed Jul 23, 2024 22:25 UTC | OppFi Inc. OPFI · Entity 1051 | Disposition to issuerClass V Common Stock | 51,448 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-24-001978 · form4.xml · nonDerivative · entry 1 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By OppFi Shares, LLC Disclosed balance after: 144,238 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. The shares of Class V Common Stock will be cancelled by the Issuer if the reporting person exercises (or causes DAV (as defined below in footnote 5) to exercise) Exchange Rights (as defined below in footnote 4). F2 · kind: Reflects the forfeiture to Opportunity Financial, LLC ("Opportunity Financial") for no consideration of Class A common units ("Common Units") of Opportunity Financial that were not earned pursuant to the earnout provisions of that certain Business Combination Agreement, dated February 9, 2021, by and among the Issuer, Opportunity Financial, OppFi Shares, LLC ("OFS") and the representative of the members of Opportunity Financial. In connection with the forfeiture of the Common Units, the reporting person is deemed to have forfeited the indirect right to cause OFS to dispose of an equivalent number of shares of Class V Common Stock to the Issuer pursuant to the reporting person's (or DAV's) Exchange Rights. Also reflects the reallocation of additional Common Units of Opportunity Financial to the reporting person following the forfeiture of Common Units by other members. F2 · shares: Reflects the forfeiture to Opportunity Financial, LLC ("Opportunity Financial") for no consideration of Class A common units ("Common Units") of Opportunity Financial that were not earned pursuant to the earnout provisions of that certain Business Combination Agreement, dated February 9, 2021, by and among the Issuer, Opportunity Financial, OppFi Shares, LLC ("OFS") and the representative of the members of Opportunity Financial. In connection with the forfeiture of the Common Units, the reporting person is deemed to have forfeited the indirect right to cause OFS to dispose of an equivalent number of shares of Class V Common Stock to the Issuer pursuant to the reporting person's (or DAV's) Exchange Rights. Also reflects the reallocation of additional Common Units of Opportunity Financial to the reporting person following the forfeiture of Common Units by other members. F2 · price: Reflects the forfeiture to Opportunity Financial, LLC ("Opportunity Financial") for no consideration of Class A common units ("Common Units") of Opportunity Financial that were not earned pursuant to the earnout provisions of that certain Business Combination Agreement, dated February 9, 2021, by and among the Issuer, Opportunity Financial, OppFi Shares, LLC ("OFS") and the representative of the members of Opportunity Financial. In connection with the forfeiture of the Common Units, the reporting person is deemed to have forfeited the indirect right to cause OFS to dispose of an equivalent number of shares of Class V Common Stock to the Issuer pursuant to the reporting person's (or DAV's) Exchange Rights. Also reflects the reallocation of additional Common Units of Opportunity Financial to the reporting person following the forfeiture of Common Units by other members. F2 · balance_after: Reflects the forfeiture to Opportunity Financial, LLC ("Opportunity Financial") for no consideration of Class A common units ("Common Units") of Opportunity Financial that were not earned pursuant to the earnout provisions of that certain Business Combination Agreement, dated February 9, 2021, by and among the Issuer, Opportunity Financial, OppFi Shares, LLC ("OFS") and the representative of the members of Opportunity Financial. In connection with the forfeiture of the Common Units, the reporting person is deemed to have forfeited the indirect right to cause OFS to dispose of an equivalent number of shares of Class V Common Stock to the Issuer pursuant to the reporting person's (or DAV's) Exchange Rights. Also reflects the reallocation of additional Common Units of Opportunity Financial to the reporting person following the forfeiture of Common Units by other members. F3 · ownership.nature: The shares of Class V Common Stock are held by OFS, which has sole voting power over the shares of Class V Common Stock reported in Table I hereof. The reporting person has the indirect right to cause OFS to dispose of the shares of Class V Common Stock reported in Table I hereof to the Issuer pursuant to the reporting person's (or DAV's) Exchange Rights. Read SEC document |
| June 05, 2024 Filed Nov 14, 2024 02:15 UTC | OppFi Inc. OPFI · Entity 1051 | GrantClass A Common Stock | 49,328 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-24-003071 · form4.xml · nonDerivative · entry 1 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 143,825 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 ("Class A Common Stock"). 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. (the "Issuer"), subject to the reporting person's continued service with the Issuer and the terms of the Plan. F2 · balance_after: Reflects the number of shares of Class A Common Stock beneficially owned by the reporting person following the transaction reported in the last Form 4 of the reporting person, which was filed on August 13, 2024, as adjusted for this transaction. Read SEC document |
| November 14, 2023 Filed Nov 15, 2023 21:08 UTC | OppFi Inc. OPFI · Entity 1051 | SaleClass A Common Stock | 12,750 | $2.56 | $32,674.43 |
DisclosureSEC source: 0001209191-23-055330 · doc4.xml · nonDerivative · entry 2 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 133,383 F1 · shares: Represents shares sold to satisfy tax liability upon the vesting of restricted stock units. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions with prices ranging from $2.54 to $2.60 for a weighted average sale price of $2.5627. 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 sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 13, 2023 Filed Nov 15, 2023 21:08 UTC | OppFi Inc. OPFI · Entity 1051 | SaleClass A Common Stock | 5,212 | $2.48 | $12,932.01 |
DisclosureSEC source: 0001209191-23-055330 · doc4.xml · nonDerivative · entry 1 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 146,133 F1 · shares: Represents shares sold to satisfy tax liability upon the vesting of restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions with prices ranging from $2.47 to $2.51 for a weighted average sale price of $2.4812. 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 sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 07, 2023 Filed Jun 10, 2023 00:20 UTC | OppFi Inc. OPFI · Entity 1051 | GrantClass A Common Stock | 72,196 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-036110 · doc4.xml · nonDerivative · entry 2 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 151,345 F2 · shares: RSUs granted pursuant to 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. 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 |
| September 09, 2022 Filed Sep 14, 2022 01:03 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 18 | $2.66 | $47.90 |
DisclosureSEC source: 0001209191-22-049809 · doc4.xml · nonDerivative · entry 1 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,936 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $2.63 to $2.68 for a weighted average sale price of $2.6613. 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. All shares were purchased in accordance with the daily volume and other limitations and requirements of Rule 10b-18. Read SEC document |
| September 08, 2022 Filed Sep 9, 2022 20:45 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 118 | $2.61 | $308.31 |
DisclosureSEC source: 0001209191-22-049332 · doc4.xml · nonDerivative · entry 2 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,918 F2 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $2.57 to $2.62 for a weighted average sale price of $2.6128. 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. All shares were purchased in accordance with the daily volume and other limitations and requirements of Rule 10b-18. Read SEC document |
| September 07, 2022 Filed Sep 9, 2022 20:45 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 136 | $2.72 | $370.48 |
DisclosureSEC source: 0001209191-22-049332 · doc4.xml · nonDerivative · entry 1 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,800 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $2.65 to $2.79 for a weighted average sale price of $2.7241. 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. All shares were purchased in accordance with the daily volume and other limitations and requirements of Rule 10b-18. Read SEC document |
| September 06, 2022 Filed Sep 7, 2022 23:02 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 136 | $2.75 | $373.90 |
DisclosureSEC source: 0001209191-22-049068 · doc4.xml · nonDerivative · entry 2 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,664 F2 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $2.68 to $2.82 for a weighted average sale price of $2.7493. 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. All shares were purchased in accordance with the daily volume and other limitations and requirements of Rule 10b-18. Read SEC document |
| September 02, 2022 Filed Sep 7, 2022 23:02 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 272 | $2.82 | $767.50 |
DisclosureSEC source: 0001209191-22-049068 · doc4.xml · nonDerivative · entry 1 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,528 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $2.75 to $2.85 for a weighted average sale price of $2.8217. 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. All shares were purchased in accordance with the daily volume and other limitations and requirements of Rule 10b-18. Read SEC document |
| September 01, 2022 Filed Sep 3, 2022 00:38 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 227 | $2.73 | $619.37 |
DisclosureSEC source: 0001209191-22-048610 · doc4.xml · nonDerivative · entry 2 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,256 F2 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $2.63 to $2.75 for a weighted average sale price of $2.7285. 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. All shares were purchased in accordance with the daily volume and other limitations and requirements of Rule 10b-18. Read SEC document |
| August 31, 2022 Filed Sep 3, 2022 00:38 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 262 | $2.70 | $707.50 |
DisclosureSEC source: 0001209191-22-048610 · doc4.xml · nonDerivative · entry 1 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,029 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $2.56 to $2.73 for a weighted average sale price of $2.7004. 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. All shares were purchased in accordance with the daily volume and other limitations and requirements of Rule 10b-18. Read SEC document |
| August 30, 2022 Filed Sep 1, 2022 00:22 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 272 | $2.72 | $740.68 |
DisclosureSEC source: 0001209191-22-048197 · doc4.xml · nonDerivative · entry 2 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,767 F2 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $2.5749 to $2.75 for a weighted average sale price of $2.7231. 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. All shares were purchased in accordance with the daily volume and other limitations and requirements of Rule 10b-18. Read SEC document |
| August 29, 2022 Filed Sep 1, 2022 00:22 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 272 | $2.63 | $715.03 |
DisclosureSEC source: 0001209191-22-048197 · doc4.xml · nonDerivative · entry 1 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,495 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $2.48 to $2.70 for a weighted average sale price of $2.6288. 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. All shares were purchased in accordance with the daily volume and other limitations and requirements of Rule 10b-18. Read SEC document |
| August 26, 2022 Filed Aug 29, 2022 21:36 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 272 | $2.56 | $695.80 |
DisclosureSEC source: 0001209191-22-047896 · doc4.xml · nonDerivative · entry 2 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,223 F2 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $2.45 to $2.64 for a weighted average sale price of $2.5581. 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. All shares were purchased in accordance with the daily volume and other limitations and requirements of Rule 10b-18. Read SEC document |
| August 25, 2022 Filed Aug 29, 2022 21:36 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 272 | $2.63 | $715.12 |
DisclosureSEC source: 0001209191-22-047896 · doc4.xml · nonDerivative · entry 1 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,951 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $2.57 to $2.66 for a weighted average sale price of $2.6291. 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. All shares were purchased in accordance with the daily volume and other limitations and requirements of Rule 10b-18. Read SEC document |
| August 24, 2022 Filed Aug 25, 2022 20:48 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 272 | $2.63 | $714.14 |
DisclosureSEC source: 0001209191-22-047531 · doc4.xml · nonDerivative · entry 2 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,679 F2 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $2.50 to $2.68 for a weighted average sale price of $2.6255. 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. All shares were purchased in accordance with the daily volume and other limitations and requirements of Rule 10b-18. Read SEC document |
| August 23, 2022 Filed Aug 25, 2022 20:48 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 272 | $2.49 | $677.66 |
DisclosureSEC source: 0001209191-22-047531 · doc4.xml · nonDerivative · entry 1 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,407 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $2.44 to $2.52 for a weighted average sale price of $2.4914. 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. All shares were purchased in accordance with the daily volume and other limitations and requirements of Rule 10b-18. Read SEC document |
| August 22, 2022 Filed Aug 23, 2022 22:55 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 272 | $2.42 | $659.00 |
DisclosureSEC source: 0001209191-22-047257 · doc4.xml · nonDerivative · entry 2 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,135 F2 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $2.35 to $2.50 for a weighted average sale price of $2.4228. 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. All shares were purchased in accordance with the daily volume and other limitations and requirements of Rule 10b-18. Read SEC document |
| August 19, 2022 Filed Aug 23, 2022 22:55 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 272 | $2.49 | $678.50 |
DisclosureSEC source: 0001209191-22-047257 · doc4.xml · nonDerivative · entry 1 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,863 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $2.44 to $2.58 for a weighted average sale price of $2.4945. 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. All shares were purchased in accordance with the daily volume and other limitations and requirements of Rule 10b-18. Read SEC document |
| August 18, 2022 Filed Aug 19, 2022 23:46 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 272 | $2.59 | $703.53 |
DisclosureSEC source: 0001209191-22-046951 · doc4.xml · nonDerivative · entry 2 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,591 F2 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $2.53 to $2.65 for a weighted average sale price of $2.5865. 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. All shares were purchased in accordance with the daily volume and other limitations and requirements of Rule 10b-18. Read SEC document |
| August 17, 2022 Filed Aug 19, 2022 23:46 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 168 | $2.55 | $429.16 |
DisclosureSEC source: 0001209191-22-046951 · doc4.xml · nonDerivative · entry 1 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,319 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $2.53 to $2.60 for a weighted average sale price of $2.5545. 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. All shares were purchased in accordance with the daily volume and other limitations and requirements of Rule 10b-18. Read SEC document |
| August 11, 2022 Filed Feb 14, 2023 23:47 UTC | OppFi Inc. OPFI · Entity 1051 | Exercise / conversionClass A Common Stock | 18,484 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009407 · doc5.xml · nonDerivative · entry 1 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,420 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. F1 · price: On August 11, 2022, the reporting person received shares of Class A Common Stock, par value $0.0001 per share, of the issuer in settlement of restricted stock units ("RSUs"), which vested on July 20, 2022. Read SEC document |
| August 10, 2022 Filed Feb 14, 2023 23:47 UTC | OppFi Inc. OPFI · Entity 1051 | Exercise / conversionRestricted Stock Units · Derivative | 18,484 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009407 · doc5.xml · derivative · entry 2 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 18,484 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. F1 · shares: On August 11, 2022, the reporting person received shares of Class A Common Stock, par value $0.0001 per share, of the issuer in settlement of restricted stock units ("RSUs"), which vested on July 20, 2022. F2 · derivative.exercise_date: Each 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. On October 1, 2021, the reporting person was granted 18,484 RSUs which vested on July 20, 2022. F2 · derivative.expiration_date: Each 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. On October 1, 2021, the reporting person was granted 18,484 RSUs which vested on July 20, 2022. F1 · derivative.underlying_shares: On August 11, 2022, the reporting person received shares of Class A Common Stock, par value $0.0001 per share, of the issuer in settlement of restricted stock units ("RSUs"), which vested on July 20, 2022. Read SEC document |
| July 20, 2022 Filed Jun 10, 2023 00:20 UTC | OppFi Inc. OPFI · Entity 1051 | GrantClass A Common Stock | 46,729 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-036110 · doc4.xml · nonDerivative · entry 1 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,149 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. The RSUs vested in connection with the 2023 annual meeting of stockholders of OppFi Inc. Read SEC document |
| June 09, 2022 Filed Jun 13, 2022 23:48 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 728 | $3.39 | $2,469.96 |
DisclosureSEC source: 0001209191-22-036479 · doc4.xml · nonDerivative · entry 1 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,151 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $3.26 to $3.49 for a weighted average sale price of $3.3928. 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. All shares were purchased in accordance with the daily volume and other limitations and requirements of Rule 10b-18. Read SEC document |
| June 08, 2022 Filed Jun 9, 2022 22:15 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 543 | $3.47 | $1,882.53 |
DisclosureSEC source: 0001209191-22-035578 · doc4.xml · nonDerivative · entry 2 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,423 F2 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $3.25 to $3.50 for a weighted average sale price of $3.4669. 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. All shares were purchased in accordance with the daily volume and other limitations and requirements of Rule 10b-18. Read SEC document |
| June 07, 2022 Filed Jun 9, 2022 22:15 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 543 | $3.15 | $1,712.13 |
DisclosureSEC source: 0001209191-22-035578 · doc4.xml · nonDerivative · entry 1 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,880 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $3.06 to $3.20 for a weighted average sale price of $3.1531. 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. All shares were purchased in accordance with the daily volume and other limitations and requirements of Rule 10b-18. 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.