Schwartz Todd G. 4
4 · OppFi Inc. · Filed Sep 17, 2025
Insider Transaction Report
Form 4
OppFi Inc.OPFI
Schwartz Todd G.
DirectorChief Executive Officer10% Owner
Transactions
- Gift
Class A Common Stock
2025-09-15−93,466→ 433,733 total(indirect: By Trust) - Other
Class A Common Units
2025-09-15−249,051→ 24,656,083 total(indirect: By TGS Capital Group, LP)Exercise: $0.00→ Class A Common Stock (249,051 underlying)
Holdings
- 1,949,309(indirect: By TGS MCS Capital Group LP)
Class A Common Units
Exercise: $0.00→ Class A Common Stock (1,949,309 underlying) - 127,118
Class A Common Stock
Footnotes (6)
- [F1]Reflects a charitable donation.
- [F2]The reporting person is the sole trustee of TGS Revocable Trust.
- [F3]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").
- [F4]Reflects the distribution of 249,051 Common Units by TGS Capital Group LP to DAV 513 Revocable Trust, a limited partner.
- [F5]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.
- [F6]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.