OppFi Inc. filings document a public digital-finance company with Class A common stock and warrants, bank-partner consumer-credit operations, and receivables-based funding arrangements. Form 8-K reports furnish quarterly and annual financial results, earnings presentations, Regulation FD materials, share repurchase authorizations, and material definitive agreements involving OppFi-LLC and related funding subsidiaries.
Proxy materials cover annual-meeting voting matters, director elections, board governance, and stockholder procedures. Credit-agreement disclosures describe revolving facilities, borrowing-base mechanics, eligible receivables, seller subsidiaries, collateral and performance triggers, covenants, maturity terms, and default provisions that support OppFi's finance-charge revenue model.
Todd G. Schwartz, Chief Executive Officer, Director, and 10% Owner of OppFi, reported significant changes in beneficial ownership on June 18, 2025. The transaction involved the disposition of 35,032 shares of Class V Common Stock at $0 per share.
Key details of the transaction:
- The disposition was related to the surrender and cancellation of Class V Common Stock in connection with an exchange of Opportunity Financial LLC's Class A common units by other members
- Following the transaction, Schwartz indirectly owns 59,269,542 shares through OppFi Shares LLC (OFS)
- OFS is wholly owned by TGS Revocable Trust, where Schwartz serves as sole trustee
The Class V Common Stock represents voting, non-economic interests in the company, carrying one vote per share on matters to be voted on by stockholders. Schwartz disclaims beneficial ownership of the shares held by OFS, except for his pecuniary interest.
Theodore G. Schwartz, Director and 10% owner of OppFi, reported significant trading activity in June 2025 through a pre-established Rule 10b5-1 trading plan. The transactions involved a complex exchange and sale structure:
On June 16-17, 2025, Schwartz executed multiple transactions:
- Exchanged Class V Common Stock and Class A Common Units for Class A Common Stock through LTHS Capital Group LP and LTHS Revocable Trust
- Sold 212,703 total shares of Class A Common Stock at prices ranging from $11.62 to $12.63
- June 16: 90,172 shares sold at weighted average price of $12.41
- June 17: 122,531 shares sold at weighted average price of $11.81
Following these transactions, Schwartz maintains direct ownership of 199,644 shares of Class A Common Stock, while OppFi Shares LLC continues to hold substantial indirect ownership of Class V Common Stock. The transactions were executed under a trading plan established in December 2024.
OppFi Inc. (OPFI) reported significant insider transactions by CEO and Director Todd G. Schwartz. On June 16-17, 2025, Schwartz disposed of a total of 212,703 shares of Class V Common Stock through two separate transactions:
- June 16: Disposed of 90,172 shares at $0
- June 17: Disposed of 122,531 shares at $0
The transactions involved the surrender and cancellation of Class V Common Stock (voting, non-economic shares) in connection with the exchange of Opportunity Financial LLC's Class A common units by other members for issuer's Class A common stock. Following these transactions, Schwartz maintains indirect beneficial ownership of 59,304,574 shares through OppFi Shares LLC (OFS), which is wholly owned by TGS Revocable Trust where Schwartz serves as sole trustee. Schwartz holds multiple roles as Director, 10% Owner, and Chief Executive Officer.