Welcome to our dedicated page for OppFi SEC filings (Ticker: OPFI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The OppFi Inc. (NYSE: OPFI) SEC filings page on Stock Titan organizes the company’s regulatory disclosures from the U.S. Securities and Exchange Commission, with AI-powered tools to help interpret key information. OppFi uses current reports on Form 8-K to announce material events such as quarterly financial results, new or amended revolving credit agreements, changes to its share repurchase program, and supplemental investor information about its outstanding public warrants.
Through these filings, investors can see how OppFi describes its business as a tech-enabled digital finance platform that partners with banks to provide financial products and services to everyday Americans, and how it reports metrics like total revenue, net income, adjusted net income, total net originations, ending receivables, and other performance indicators. Non-GAAP measures such as Adjusted Net Income and Adjusted EPS are explained and reconciled to GAAP figures in the company’s earnings materials referenced in its 8-Ks.
On this page, users can quickly access OppFi’s Forms 8-K and, via links to other SEC documents, review annual and quarterly reports that provide broader context on its credit-focused operations, financing facilities, and capital structure, including its Up-C structure and public warrants. Stock Titan’s AI-generated summaries highlight the main points of lengthy filings, clarify technical language, and surface items such as new credit agreements, covenant terms, and updates to repurchase authorizations or warrant-related disclosures.
For those monitoring regulatory developments around OppFi, this filings hub offers real-time updates from EDGAR, structured data views, and concise explanations that make it easier to understand how each filing may relate to the company’s financial position, funding arrangements, and shareholder-focused actions.
OppFi Inc. (OPFI) – Form 144 Filing Overview
This Form 144 notifies the SEC of a proposed sale of restricted Class A shares. The filer intends to sell 5,495 shares through Fidelity Brokerage Services on or about 07/02/2025. At the reference price used in the filing, the aggregate market value is $73,687.95, implying roughly $13.42 per share. The shares represent less than 0.03% of the company’s 26,172,900 Class A shares outstanding, indicating an immaterial impact on total float.
The securities were acquired via restricted-stock vesting on 07/01/2024 and are being sold for compensation-related liquidity. In addition, during the last three months, the same selling account disposed of 35,890 shares for gross proceeds of $501,525.20.
- Type of security: Class A common stock
- Broker: Fidelity Brokerage Services LLC
- Proposed sale date: 07/02/2025
- Total proposed market value: $73,687.95
No other material terms, option exercises, or debt settlements are disclosed. The filer affirms no knowledge of undisclosed adverse information, in line with Rule 144 requirements.
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.