Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| OppFi Inc.OPFI · Entity 1051 | Director · 10% owner | June 09, 2026 | June 10, 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 June 09, 2026 · Filed June 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 29,750 |
Reported balance
After 2026-06-09 transaction · row 1
1 source rowRow 1 · 2026-06-09 · Grant · Acquired 16,843 · Balance 29,750 F1: 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. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy LTHS Capital Group LP | 18,887,359 |
Reported balance
Holding disclosure · report date 2026-06-09 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 18,887,359 F2: The reporting person is the manager of the general partner of LTHS Capital Group LP and may be deemed to beneficially own the securities held by LTHS Capital Group LP. The reporting person disclaims beneficial ownership of such securities, except to the extent of his pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy LTHS Revocable Trust | 3,000,000 |
Reported balance
Holding disclosure · report date 2026-06-09 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 3,000,000 |
Filing footnotes · ownership attribution and instrument terms
F1: 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: The reporting person is the manager of the general partner of LTHS Capital Group LP and may be deemed to beneficially own the securities held by LTHS Capital Group LP. The reporting person disclaims beneficial ownership of such securities, except to the extent of his pecuniary interest therein.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 16, 2022 Filed May 18, 2022 23:17 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 14,366 | $2.94 | $42,224.55 |
DisclosureSEC source: 0001209191-22-030252 · doc4.xml · nonDerivative · entry 1 SCHWARTZ THEODORE G · CIK 0001001874 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By LTHS Revocable Trust Disclosed balance after: 68,243 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 00:29 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 9,333 | $2.96 | $27,660.21 |
DisclosureSEC source: 0001209191-22-029428 · doc4.xml · nonDerivative · entry 2 SCHWARTZ THEODORE G · CIK 0001001874 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By LTHS Revocable Trust Disclosed balance after: 53,877 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 00:29 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 14,848 | $2.62 | $38,903.24 |
DisclosureSEC source: 0001209191-22-029428 · doc4.xml · nonDerivative · entry 1 SCHWARTZ THEODORE G · CIK 0001001874 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By LTHS Revocable Trust Disclosed balance after: 44,544 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 01:26 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 14,848 | $2.76 | $41,022.05 |
DisclosureSEC source: 0001209191-22-028729 · doc4.xml · nonDerivative · entry 2 SCHWARTZ THEODORE G · CIK 0001001874 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By LTHS Revocable Trust Disclosed balance after: 29,696 F2 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $2.6800 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 01:26 UTC | OppFi Inc. OPFI · Entity 1051 | PurchaseClass A Common Stock | 14,848 | $2.70 | $40,062.87 |
DisclosureSEC source: 0001209191-22-028729 · doc4.xml · nonDerivative · entry 1 SCHWARTZ THEODORE G · CIK 0001001874 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By LTHS Revocable Trust Disclosed balance after: 14,848 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 00:20 UTC | OppFi Inc. OPFI · Entity 1051 | GrantRestricted Stock Units · Derivative | 18,484 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-038933 · doc4.xml · derivative · entry 1 SCHWARTZ THEODORE G · CIK 0001001874 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,484 Underlying: Class A Common Stock · 18,484 shares Expires not disclosed F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of OppFi Inc. Class A Common Stock, par value $0.0001 per share, and was granted pursuant to the OppFi Inc. 2021 Equity Incentive Plan (the "Plan"). 100% of the RSUs will vest on the earlier of (i) the one-year anniversary of the date of grant or (ii) the next annual meeting of stockholders of OppFi Inc., subject to the reporting person's continued service with the issuer and the terms of the Plan. F1 · derivative.expiration_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of OppFi Inc. Class A Common Stock, par value $0.0001 per share, and was granted pursuant to the OppFi Inc. 2021 Equity Incentive Plan (the "Plan"). 100% of the RSUs will vest on the earlier of (i) the one-year anniversary of the date of grant or (ii) the next annual meeting of stockholders of OppFi Inc., subject to the reporting person's continued service with the issuer and the terms of the Plan. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.