Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| OppFi Inc.OPFI · Entity 1051 | CFO | October 01, 2026 | October 05, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
OppFi Inc.
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 146,854 |
Ending reported balance
After 2026-10-01 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-10-01 · Tax withholding · Disposed 1,974 · Balance 149,065 F1: Represents shares withheld to cover tax withholding obligations upon the settlement of vested restricted stock units. Row 2 · 2026-10-01 · Tax withholding · Disposed 1,715 · Balance 147,350 F1: Represents shares withheld to cover tax withholding obligations upon the settlement of vested restricted stock units. Row 3 · 2026-10-01 · Tax withholding · Disposed 496 · Balance 146,854 F1: Represents shares withheld to cover tax withholding obligations upon the settlement of vested restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld to cover tax withholding obligations upon the settlement of vested restricted stock units.
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 02, 2024 Filed Aug 6, 2024 20:21 UTC | OppFi Inc. OPFI · Entity 1051 | Tax withholdingClass A Common Stock | 469 | $3.67 | $1,721.23 |
DisclosureSEC source: 0000905148-24-002061 · form4.xml · nonDerivative · entry 1 Johnson Pamela D. · CIK 0001874038 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,785 F1 · shares: Represents shares withheld to cover tax withholding obligations upon the settlement of a previously reported performance-based restricted stock unit award. Read SEC document |
| July 22, 2024 Filed Jul 24, 2024 20:55 UTC | OppFi Inc. OPFI · Entity 1051 | Exercise / conversionRestricted Stock Unit · Derivative | 1,041 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000905148-24-001992 · form4.xml · derivative · entry 4 Johnson Pamela D. · CIK 0001874038 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,207 Underlying: Class A Common Stock · 1,041 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 July 22, 2024, 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 1, 2024. F3 · derivative.exercise_date: Each RSU represents a contingent right to receive one share of Class A Common Stock, par value $0.0001 per share, of the issuer and was granted pursuant to the OppFi Inc. 2021 Equity Incentive Plan (the "Plan"). On October 1, 2021, the reporting person was granted 16,660 RSUs. 25% of the RSUs vested on the one-year anniversary of the date of grant and the remainder will vest in equal quarterly increments over the following three years, subject to the reporting person's continued service with the issuer and the terms of the Plan. F3 · derivative.expiration_date: Each RSU represents a contingent right to receive one share of Class A Common Stock, par value $0.0001 per share, of the issuer and was granted pursuant to the OppFi Inc. 2021 Equity Incentive Plan (the "Plan"). On October 1, 2021, the reporting person was granted 16,660 RSUs. 25% of the RSUs vested on the one-year anniversary of the date of grant and the remainder will vest in equal quarterly increments over the following three years, subject to the reporting person's continued service with the issuer and the terms of the Plan. F1 · derivative.underlying_shares: On July 22, 2024, 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 1, 2024. Read SEC document |
| July 22, 2024 Filed Jul 24, 2024 20:55 UTC | OppFi Inc. OPFI · Entity 1051 | Tax withholdingClass A Common Stock | 1,974 | $3.82 | $7,540.68 |
DisclosureSEC source: 0000905148-24-001992 · form4.xml · nonDerivative · entry 3 Johnson Pamela D. · CIK 0001874038 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 128,254 F2 · shares: Represents shares withheld to cover tax withholding obligations upon the settlement of vested RSUs. Read SEC document |
| July 22, 2024 Filed Jul 24, 2024 20:55 UTC | OppFi Inc. OPFI · Entity 1051 | Tax withholdingClass A Common Stock | 306 | $3.82 | $1,168.92 |
DisclosureSEC source: 0000905148-24-001992 · form4.xml · nonDerivative · entry 2 Johnson Pamela D. · CIK 0001874038 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 130,228 F2 · shares: Represents shares withheld to cover tax withholding obligations upon the settlement of vested RSUs. Read SEC document |
| July 22, 2024 Filed Jul 24, 2024 20:55 UTC | OppFi Inc. OPFI · Entity 1051 | Exercise / conversionClass A Common Stock | 1,041 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-24-001992 · form4.xml · nonDerivative · entry 1 Johnson Pamela D. · CIK 0001874038 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 130,534 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 July 22, 2024, 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 1, 2024. Read SEC document |
| May 14, 2024 Filed May 16, 2024 20:52 UTC | OppFi Inc. OPFI · Entity 1051 | Tax withholdingClass A Common Stock | 469 | $3.06 | $1,435.14 |
DisclosureSEC source: 0000905148-24-001471 · form4.xml · nonDerivative · entry 1 Johnson Pamela D. · CIK 0001874038 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 129,493 F1 · shares: Represents shares withheld to cover tax withholding obligations upon the settlement of a previously reported performance-based restricted stock unit award. Read SEC document |
| April 15, 2024 Filed Apr 17, 2024 21:44 UTC | OppFi Inc. OPFI · Entity 1051 | Exercise / conversionRestricted Stock Unit · Derivative | 1,041 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000905148-24-001179 · form4.xml · derivative · entry 4 Johnson Pamela D. · CIK 0001874038 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,248 Underlying: Class A Common Stock · 1,041 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 April 15, 2024, 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 April 1, 2024. F3 · derivative.exercise_date: Each RSU represents a contingent right to receive one share of Class A Common Stock, par value $0.0001 per share, of the issuer and was granted pursuant to the OppFi Inc. 2021 Equity Incentive Plan (the "Plan"). On October 1, 2021, the reporting person was granted 16,660 RSUs. 25% of the RSUs vested on the one-year anniversary of the date of grant and the remainder will vest in equal quarterly increments over the following three years, subject to the reporting person's continued service with the issuer and the terms of the Plan. F3 · derivative.expiration_date: Each RSU represents a contingent right to receive one share of Class A Common Stock, par value $0.0001 per share, of the issuer and was granted pursuant to the OppFi Inc. 2021 Equity Incentive Plan (the "Plan"). On October 1, 2021, the reporting person was granted 16,660 RSUs. 25% of the RSUs vested on the one-year anniversary of the date of grant and the remainder will vest in equal quarterly increments over the following three years, subject to the reporting person's continued service with the issuer and the terms of the Plan. F1 · derivative.underlying_shares: On April 15, 2024, 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 April 1, 2024. Read SEC document |
| April 15, 2024 Filed Apr 17, 2024 21:44 UTC | OppFi Inc. OPFI · Entity 1051 | Tax withholdingClass A Common Stock | 7,893 | $3.20 | $25,257.60 |
DisclosureSEC source: 0000905148-24-001179 · form4.xml · nonDerivative · entry 3 Johnson Pamela D. · CIK 0001874038 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 129,962 F2 · shares: Represents shares withheld to cover tax withholding obligations upon the settlement of vested RSUs. Read SEC document |
| April 15, 2024 Filed Apr 17, 2024 21:44 UTC | OppFi Inc. OPFI · Entity 1051 | Tax withholdingClass A Common Stock | 306 | $3.20 | $979.20 |
DisclosureSEC source: 0000905148-24-001179 · form4.xml · nonDerivative · entry 2 Johnson Pamela D. · CIK 0001874038 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 137,855 F2 · shares: Represents shares withheld to cover tax withholding obligations upon the settlement of vested RSUs. Read SEC document |
| April 15, 2024 Filed Apr 17, 2024 21:44 UTC | OppFi Inc. OPFI · Entity 1051 | Exercise / conversionClass A Common Stock | 1,041 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-24-001179 · form4.xml · nonDerivative · entry 1 Johnson Pamela D. · CIK 0001874038 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 138,161 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 April 15, 2024, 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 April 1, 2024. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 23:33 UTC | OppFi Inc. OPFI · Entity 1051 | GrantClass A Common Stock | 107,752 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-24-001087 · form4.xml · nonDerivative · entry 1 Johnson Pamela D. · CIK 0001874038 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 137,120 F1 · shares: Restricted stock units ("RSUs") granted pursuant to the OppFi Inc. 2021 Equity Incentive Plan (the "Plan"). Each RSU represents a contingent right to receive one share of OppFi Inc. Class A Common Stock, par value $0.0001 per share. 25% of the RSUs vested immediately on the date of grant and the remainder will vest in equal quarterly increments over the following three years, subject to the reporting person's continued service with the issuer and the terms of the Plan. Read SEC document |
| February 08, 2024 Filed Feb 12, 2024 21:17 UTC | OppFi Inc. OPFI · Entity 1051 | Tax withholdingClass A Common Stock | 554 | $3.04 | $1,684.16 |
DisclosureSEC source: 0000905148-24-000569 · form4.xml · nonDerivative · entry 1 Johnson Pamela D. · CIK 0001874038 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,368 F1 · shares: Represents shares withheld to cover tax withholding obligations upon the settlement of a previously reported performance-based restricted stock unit award. Read SEC document |
| January 22, 2024 Filed Jan 24, 2024 21:26 UTC | OppFi Inc. OPFI · Entity 1051 | Exercise / conversionRestricted Stock Unit · Derivative | 1,041 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000905148-24-000273 · form4.xml · derivative · entry 3 Johnson Pamela D. · CIK 0001874038 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,289 Underlying: Class A Common Stock · 1,041 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 January 22, 2024, 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 January 1, 2024. F3 · derivative.exercise_date: Each RSU represents a contingent right to receive one share of Class A Common Stock, par value $0.0001 per share, of the issuer and was granted pursuant to the OppFi Inc. 2021 Equity Incentive Plan (the "Plan"). On October 1, 2021, the reporting person was granted 16,660 RSUs. 25% of the RSUs vested on the one-year anniversary of the date of grant and the remainder will vest in equal quarterly increments over the following three years, subject to the reporting person's continued service with the issuer and the terms of the Plan. F3 · derivative.expiration_date: Each RSU represents a contingent right to receive one share of Class A Common Stock, par value $0.0001 per share, of the issuer and was granted pursuant to the OppFi Inc. 2021 Equity Incentive Plan (the "Plan"). On October 1, 2021, the reporting person was granted 16,660 RSUs. 25% of the RSUs vested on the one-year anniversary of the date of grant and the remainder will vest in equal quarterly increments over the following three years, subject to the reporting person's continued service with the issuer and the terms of the Plan. F1 · derivative.underlying_shares: On January 22, 2024, 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 January 1, 2024. Read SEC document |
| January 22, 2024 Filed Jan 24, 2024 21:26 UTC | OppFi Inc. OPFI · Entity 1051 | Tax withholdingClass A Common Stock | 361 | $3.62 | $1,306.82 |
DisclosureSEC source: 0000905148-24-000273 · form4.xml · nonDerivative · entry 2 Johnson Pamela D. · CIK 0001874038 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,922 F2 · shares: Represents shares withheld to cover tax withholding obligations upon the settlement of vested RSUs. Read SEC document |
| January 22, 2024 Filed Jan 24, 2024 21:26 UTC | OppFi Inc. OPFI · Entity 1051 | Exercise / conversionClass A Common Stock | 1,041 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-24-000273 · form4.xml · nonDerivative · entry 1 Johnson Pamela D. · CIK 0001874038 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,283 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 January 22, 2024, 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 January 1, 2024. Read SEC document |
| November 22, 2023 Filed Nov 28, 2023 01:55 UTC | OppFi Inc. OPFI · Entity 1051 | Exercise / conversionRestricted Stock Unit · Derivative | 1,041 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-056734 · doc4.xml · derivative · entry 4 Johnson Pamela D. · CIK 0001874038 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,330 Underlying: Class A Common Stock · 1,041 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 November 22, 2023, 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 October 1, 2023. F4 · derivative.exercise_date: Each RSU represents a contingent right to receive one share of Class A Common Stock, par value $0.0001 per share, of the issuer and was granted pursuant to the OppFi Inc. 2021 Equity Incentive Plan (the "Plan"). On October 1, 2021, the reporting person was granted 16,660 RSUs. 25% of the RSUs vested on the one-year anniversary of the date of grant and the remainder will vest in equal quarterly increments over the following three years, subject to the reporting person's continued service with the issuer and the terms of the Plan. F4 · derivative.expiration_date: Each RSU represents a contingent right to receive one share of Class A Common Stock, par value $0.0001 per share, of the issuer and was granted pursuant to the OppFi Inc. 2021 Equity Incentive Plan (the "Plan"). On October 1, 2021, the reporting person was granted 16,660 RSUs. 25% of the RSUs vested on the one-year anniversary of the date of grant and the remainder will vest in equal quarterly increments over the following three years, subject to the reporting person's continued service with the issuer and the terms of the Plan. F1 · derivative.underlying_shares: On November 22, 2023, 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 October 1, 2023. Read SEC document |
| November 22, 2023 Filed Nov 28, 2023 01:55 UTC | OppFi Inc. OPFI · Entity 1051 | SaleClass A Common Stock | 349 | $3.33 | $1,163.74 |
DisclosureSEC source: 0001209191-23-056734 · doc4.xml · nonDerivative · entry 3 Johnson Pamela D. · CIK 0001874038 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,242 F3 · shares: Represents shares sold to satisfy tax liability in connection with the settlement of a previously reported performance-based restricted stock unit award. Read SEC document |
| November 22, 2023 Filed Nov 28, 2023 01:55 UTC | OppFi Inc. OPFI · Entity 1051 | SaleClass A Common Stock | 229 | $3.33 | $763.60 |
DisclosureSEC source: 0001209191-23-056734 · doc4.xml · nonDerivative · entry 2 Johnson Pamela D. · CIK 0001874038 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,591 F2 · shares: Represents shares sold to satisfy tax liability upon the vesting of RSUs. Read SEC document |
| November 22, 2023 Filed Nov 28, 2023 01:55 UTC | OppFi Inc. OPFI · Entity 1051 | Exercise / conversionClass A Common Stock | 1,041 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-056734 · doc4.xml · nonDerivative · entry 1 Johnson Pamela D. · CIK 0001874038 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,820 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 November 22, 2023, 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 October 1, 2023. Read SEC document |
| November 21, 2023 Filed Nov 25, 2023 01:20 UTC | OppFi Inc. OPFI · Entity 1051 | Exercise / conversionRestricted Stock Unit · Derivative | 1,042 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-056610 · doc4.xml · derivative · entry 4 Johnson Pamela D. · CIK 0001874038 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,371 Underlying: Class A Common Stock · 1,042 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 November 21, 2023, 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 1, 2023. F4 · derivative.exercise_date: Each RSU represents a contingent right to receive one share of Class A Common Stock, par value $0.0001 per share, of the issuer and was granted pursuant to the OppFi Inc. 2021 Equity Incentive Plan (the "Plan"). On October 1, 2021, the reporting person was granted 16,660 RSUs. 25% of the RSUs vested on the one-year anniversary of the date of grant and the remainder will vest in equal quarterly increments over the following three years, subject to the reporting person's continued service with the issuer and the terms of the Plan. F4 · derivative.expiration_date: Each RSU represents a contingent right to receive one share of Class A Common Stock, par value $0.0001 per share, of the issuer and was granted pursuant to the OppFi Inc. 2021 Equity Incentive Plan (the "Plan"). On October 1, 2021, the reporting person was granted 16,660 RSUs. 25% of the RSUs vested on the one-year anniversary of the date of grant and the remainder will vest in equal quarterly increments over the following three years, subject to the reporting person's continued service with the issuer and the terms of the Plan. F1 · derivative.underlying_shares: On November 21, 2023, 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 1, 2023. Read SEC document |
| November 21, 2023 Filed Nov 25, 2023 01:20 UTC | OppFi Inc. OPFI · Entity 1051 | SaleClass A Common Stock | 321 | $3.62 | $1,163.59 |
DisclosureSEC source: 0001209191-23-056610 · doc4.xml · nonDerivative · entry 3 Johnson Pamela D. · CIK 0001874038 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,779 F3 · shares: Represents shares sold to satisfy tax liability in connection with the settlement of a previously reported performance-based restricted stock unit award. Read SEC document |
| November 21, 2023 Filed Nov 25, 2023 01:20 UTC | OppFi Inc. OPFI · Entity 1051 | SaleClass A Common Stock | 211 | $3.62 | $764.85 |
DisclosureSEC source: 0001209191-23-056610 · doc4.xml · nonDerivative · entry 2 Johnson Pamela D. · CIK 0001874038 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,100 F2 · shares: Represents shares sold to satisfy tax liability upon the vesting of RSUs. Read SEC document |
| November 21, 2023 Filed Nov 25, 2023 01:20 UTC | OppFi Inc. OPFI · Entity 1051 | Exercise / conversionClass A Common Stock | 1,042 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-056610 · doc4.xml · nonDerivative · entry 1 Johnson Pamela D. · CIK 0001874038 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,311 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 November 21, 2023, 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 1, 2023. Read SEC document |
| May 16, 2023 Filed May 19, 2023 01:17 UTC | OppFi Inc. OPFI · Entity 1051 | Exercise / conversionRestricted Stock Unit · Derivative | 2,082 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-030859 · doc4.xml · derivative · entry 4 Johnson Pamela D. · CIK 0001874038 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,413 Underlying: Class A Common Stock · 2,082 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. F2 · shares: On May 16, 2023, 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 January 1, 2023 and April 1, 2023. F4 · 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 (the "Plan"). On October 1, 2021, the reporting person was granted 16,660 RSUs. 25% of the RSUs vested on the one-year anniversary of the date of grant and the remainder will vest in equal quarterly increments over the following three years, subject to the reporting person's continued service with the issuer and the terms of the Plan. F4 · 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 (the "Plan"). On October 1, 2021, the reporting person was granted 16,660 RSUs. 25% of the RSUs vested on the one-year anniversary of the date of grant and the remainder will vest in equal quarterly increments over the following three years, subject to the reporting person's continued service with the issuer and the terms of the Plan. F2 · derivative.underlying_shares: On May 16, 2023, 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 January 1, 2023 and April 1, 2023. Read SEC document |
| May 16, 2023 Filed May 19, 2023 01:17 UTC | OppFi Inc. OPFI · Entity 1051 | Tax withholdingClass A Common Stock | 612 | $2.07 | $1,266.84 |
DisclosureSEC source: 0001209191-23-030859 · doc4.xml · nonDerivative · entry 3 Johnson Pamela D. · CIK 0001874038 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,269 F3 · shares: Represents shares withheld to cover tax withholding obligations in connection with the settlement of RSUs. Read SEC document |
| May 16, 2023 Filed May 19, 2023 01:17 UTC | OppFi Inc. OPFI · Entity 1051 | Exercise / conversionClass A Common Stock | 2,082 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-030859 · doc4.xml · nonDerivative · entry 2 Johnson Pamela D. · CIK 0001874038 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,881 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. F2 · shares: On May 16, 2023, 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 January 1, 2023 and April 1, 2023. Read SEC document |
| May 16, 2023 Filed May 19, 2023 01:17 UTC | OppFi Inc. OPFI · Entity 1051 | Tax withholdingClass A Common Stock | 1,874 | $2.07 | $3,879.18 |
DisclosureSEC source: 0001209191-23-030859 · doc4.xml · nonDerivative · entry 1 Johnson Pamela D. · CIK 0001874038 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,799 F1 · shares: Represents shares withheld to cover tax withholding obligations in connection with the settlement of a previously reported performance-based restricted stock unit award. Read SEC document |
| April 25, 2023 Filed Apr 28, 2023 01:44 UTC | OppFi Inc. OPFI · Entity 1051 | GrantClass A Common Stock | 25,575 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-025928 · doc4.xml · nonDerivative · entry 1 Johnson Pamela D. · CIK 0001874038 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,673 F1 · shares: Shares underlying a performance-based restricted stock unit award ("PSUs") were granted on May 3, 2022 and have been earned on the basis of the achievement of certain performance metrics during a specific performance period. On April 25, 2023, the issuer's Compensation Committee determined that the performance criteria under the grant had been met and that the PSUs shall vest as follows: 25% on the first anniversary of the grant date, then 6.25% shall vest on each quarterly anniversary thereafter until fully vested. Each PSU represents a contingent right to receive one share of the issuer's common stock. Read SEC document |
| November 17, 2022 Filed Dec 1, 2022 01:11 UTC | OppFi Inc. OPFI · Entity 1051 | SaleClass A Common Stock | 1,067 | $2.36 | $2,513.85 |
DisclosureSEC source: 0001209191-22-059120 · doc4.xml · nonDerivative · entry 2 Johnson Pamela D. · CIK 0001874038 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,098 F2 · price: Represents shares sold to satisfy tax liability upon the vesting of RSUs. Read SEC document |
| November 16, 2022 Filed Dec 1, 2022 01:11 UTC | OppFi Inc. OPFI · Entity 1051 | Exercise / conversionRestricted Stock Units · Derivative | 4,165 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-059120 · doc4.xml · derivative · entry 3 Johnson Pamela D. · CIK 0001874038 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,495 Underlying: Class A Common Stock · 4,165 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 November 16, 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 October 1, 2022. F3 · 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 (the "Plan"). On October 1, 2021, the reporting person was granted 16,660 RSUs. 25% of the RSUs vested on the one-year anniversary of the date of grant and the remainder will vest in equal quarterly increments over the following three years, subject to the reporting person's continued service with the issuer and the terms of the Plan. F3 · 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 (the "Plan"). On October 1, 2021, the reporting person was granted 16,660 RSUs. 25% of the RSUs vested on the one-year anniversary of the date of grant and the remainder will vest in equal quarterly increments over the following three years, subject to the reporting person's continued service with the issuer and the terms of the Plan. F1 · derivative.underlying_shares: On November 16, 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 October 1, 2022. Read SEC document |
| November 16, 2022 Filed Dec 1, 2022 01:11 UTC | OppFi Inc. OPFI · Entity 1051 | Exercise / conversionClass A Common Stock | 4,165 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-059120 · doc4.xml · nonDerivative · entry 1 Johnson Pamela D. · CIK 0001874038 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,165 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 November 16, 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 October 1, 2022. Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 00:36 UTC | OppFi Inc. OPFI · Entity 1051 | GrantRestricted Stock Units · Derivative | 16,660 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-038955 · doc4.xml · derivative · entry 1 Johnson Pamela D. · CIK 0001874038 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,660 Underlying: Class A Common Stock · 16,660 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"). 25% of the RSUs will vest on the one-year anniversary of the date of grant and the remainder will vest in equal quarterly increments over the following three years, subject to the reporting person's continued service with the issuer and the terms of the Plan. 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"). 25% of the RSUs will vest on the one-year anniversary of the date of grant and the remainder will vest in equal quarterly increments over the following three years, subject to the reporting person's continued service with the issuer and the terms of the Plan. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.