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$ Value

$0

Shares

249,051

Price

$0

Filed

Sep 17

Insider

Name

Schwartz Todd G.

Title

Chief Executive Officer

CIK

0001873026

Roles

Director Officer 10% Owner

Transaction Details

Transaction Date

2025-09-15

Code

J

Table

Derivative

Ownership

Indirect

Equity Swap

No

Shares After

24,656,083

Footnotes

Reflects a charitable donation. | The reporting person is the sole trustee of TGS Revocable Trust. | Class A common units ("Common Units") of Opportunity Financial, LLC ("Opportunity Financial") generally represent economic, non-voting interests in Opportunity Financial. OppFi Inc. (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"). | Reflects the distribution of 249,051 Common Units by TGS Capital Group LP to DAV 513 Revocable Trust, a limited partner. | The reporting person is the manager of the general partner of TGS Capital Group, LP and may be deemed to beneficially own the securities held by TGS Capital Group, LP. The reporting person disclaims beneficial ownership of such securities, except to the extent of his pecuniary interest therein. | These Common Units are held by TGS MCS Capital Group LP ("MCS"), of which the reporting person is the manager of the general partner. MCS is a member of Opportunity Financial and the reporting person has the right to cause MCS to exercise for the benefit of the reporting person MCS's Exchange Rights with respect to the Common Units indirectly held by the reporting person.

Filing Info

Accession No.

0000905148-25-003345

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