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 |
|---|---|---|---|---|---|---|
| June 06, 2022 Filed Jun 7, 2022 20:55 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 728 | $3.15 | $2,290.29 |
DisclosureSEC source: 0001209191-22-034853 · doc4.xml · nonDerivative · entry 2 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,337 F2 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $3.06 to $3.26 for a weighted average sale price of $3.146. 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 03, 2022 Filed Jun 7, 2022 20:55 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 443 | $3.21 | $1,424.16 |
DisclosureSEC source: 0001209191-22-034853 · doc4.xml · nonDerivative · entry 1 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,609 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $3.145 to $3.29 for a weighted average sale price of $3.2148. 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 02, 2022 Filed Jun 4, 2022 00:36 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 229 | $3.28 | $751.90 |
DisclosureSEC source: 0001209191-22-034398 · doc4.xml · nonDerivative · entry 2 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,166 F2 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $3.205 to $3.35 for a weighted average sale price of $3.2834. 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 01, 2022 Filed Jun 4, 2022 00:36 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 971 | $3.30 | $3,203.04 |
DisclosureSEC source: 0001209191-22-034398 · doc4.xml · nonDerivative · entry 1 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,937 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $3.21 to $3.50 for a weighted average sale price of $3.2987. 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 |
| May 31, 2022 Filed Jun 1, 2022 23:42 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 22 | $3.36 | $73.87 |
DisclosureSEC source: 0001209191-22-033313 · doc4.xml · nonDerivative · entry 2 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,966 F2 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $3.335 to $3.39 for a weighted average sale price of $3.3576. 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 |
| May 27, 2022 Filed Jun 1, 2022 23:42 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 680 | $3.54 | $2,405.16 |
DisclosureSEC source: 0001209191-22-033313 · doc4.xml · nonDerivative · entry 1 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,994 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $3.49 to $3.60 for a weighted average sale price of $3.5370. 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 |
| May 26, 2022 Filed May 27, 2022 22:37 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 421 | $3.52 | $1,482.72 |
DisclosureSEC source: 0001209191-22-032715 · doc4.xml · nonDerivative · entry 2 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,264 F2 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $3.52 to $3.60 for a weighted average sale price of $3.5219. 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 |
| May 25, 2022 Filed May 27, 2022 22:37 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 155 | $3.31 | $512.77 |
DisclosureSEC source: 0001209191-22-032715 · doc4.xml · nonDerivative · entry 1 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,843 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $3.2350 to $3.50 for a weighted average sale price of $3.3082. 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 |
| May 23, 2022 Filed May 26, 2022 00:38 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 105 | $3.49 | $365.95 |
DisclosureSEC source: 0001209191-22-032016 · doc4.xml · nonDerivative · entry 1 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,688 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $3.20 to $3.50 for a weighted average sale price of $3.4852. 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 |
| May 20, 2022 Filed May 24, 2022 00:40 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 609 | $3.14 | $1,912.87 |
DisclosureSEC source: 0001209191-22-031521 · doc4.xml · nonDerivative · entry 2 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,583 F2 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $3.06 to $3.25 for a weighted average sale price of $3.141. 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 |
| May 19, 2022 Filed May 24, 2022 00:40 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 375 | $3.30 | $1,239.26 |
DisclosureSEC source: 0001209191-22-031521 · doc4.xml · nonDerivative · entry 1 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,974 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $3.32 to $3.35 for a weighted average sale price of $3.3047. 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 |
| May 17, 2022 Filed May 18, 2022 23:23 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 184 | $3.07 | $565.06 |
DisclosureSEC source: 0001209191-22-030260 · doc4.xml · nonDerivative · entry 2 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,599 F2 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $3.03 to $3.10 for a weighted average sale price of $3.071. 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 |
| May 16, 2022 Filed May 18, 2022 23:23 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 719 | $2.94 | $2,113.28 |
DisclosureSEC source: 0001209191-22-030260 · doc4.xml · nonDerivative · entry 1 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,415 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $2.76 to $3.04 for a weighted average sale price of $2.9392. 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 |
| May 13, 2022 Filed May 17, 2022 00:28 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 467 | $2.96 | $1,384.05 |
DisclosureSEC source: 0001209191-22-029426 · doc4.xml · nonDerivative · entry 2 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,696 F2 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $2.73 to $3.05 for a weighted average sale price of $2.9637. 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 |
| May 12, 2022 Filed May 17, 2022 00:28 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 743 | $2.62 | $1,946.73 |
DisclosureSEC source: 0001209191-22-029426 · doc4.xml · nonDerivative · entry 1 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,229 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 $2.70 for a weighted average sale price of $2.6201. 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 |
| May 11, 2022 Filed May 13, 2022 01:23 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 743 | $2.76 | $2,052.76 |
DisclosureSEC source: 0001209191-22-028727 · doc4.xml · nonDerivative · entry 2 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,486 F2 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $2.6800 to $2.8882 for a weighted average sale price of $2.7628. 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 |
| May 10, 2022 Filed May 13, 2022 01:23 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 743 | $2.70 | $2,004.76 |
DisclosureSEC source: 0001209191-22-028727 · doc4.xml · nonDerivative · entry 1 Vennettilli David · CIK 0001873027 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 743 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $2.6100 to $2.8105 for a weighted average sale price of $2.6982. 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 |
| October 01, 2021 Filed Oct 5, 2021 00:11 UTC | OppFi Inc. OPFI · Entity 1051 | GrantRestricted Stock Units · Derivative | 18,484 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-038921 · doc4.xml · derivative · entry 1 Vennettilli David · CIK 0001873027 · Director 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.