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$ Value

$0

Shares

90,172

Price

$0

Filed

Jun 18

Insider

Name

Schwartz Todd G.

Title

Chief Executive Officer

CIK

0001873026

Roles

Director Officer 10% Owner

Transaction Details

Transaction Date

2025-06-16

Code

D

Table

Non-Derivative

Ownership

Indirect

Equity Swap

No

Shares After

59,427,105

Footnotes

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. | Reflects the surrender and cancellation of shares of Class V Common Stock to the issuer in connection with the exchange of Class A common units of Opportunity Financial, LLC ("Opportunity Financial") by members thereof, other than the reporting person, for shares of Class A common stock, par value $0.0001 per share, of the issuer pursuant to the exchange provisions of the Third Amended and Restated Limited Liability Company Agreement of Opportunity Financial. | The shares of Class V Common Stock are held by OppFi Shares, LLC ("OFS"), which has sole voting power over the shares of Class V Common Stock reported in Table I hereof. OFS is wholly owned by TGS Revocable Trust, whose sole trustee is the reporting person. By virtue of these relationships, the reporting person may be deemed to have voting power over the shares of Class V Common Stock held by OFS. The reporting person disclaims beneficial ownership of the shares of Class V Common Stock held by OFS, except to the extent of his pecuniary interest therein.

Filing Info

Accession No.

0000905148-25-002183

Form Type

4

Issuer CIK

0001818502

Schwartz Todd G.'s History

Date Ticker Type Value
2026-04-20 OPFI D $0
2026-04-02 OPFI F $20K
2026-04-02 OPFI F $139K
2026-04-01 OPFI A $0
2026-02-27 OPFI D $0
2026-01-02 OPFI F $31K
2025-10-01 OPFI F $30K
2025-09-15 OPFI G $0
2025-09-15 OPFI J $0
2025-08-13 OPFI D $0

Other Insiders at OPFI (90d)

Insider Bought Sold Last
Moore Jocelyn $70K 2026-03-12
Schwartz Todd G.
Chief Executive Officer
2026-04-20
Johnson Pamela D.
CFO
2026-04-02
McKay Christopher J.
Chief Risk & Analytics Officer
2026-04-02