Form 4: OppFi CEO Schwartz Reports Stock & Unit Dispositions

OppFi Inc. CEO Todd G. Schwartz reported the disposition of Class A Common Stock via charitable donation and Class A Common Units through a distribution.

Summary

• Todd G. Schwartz, Chief Executive Officer, Director, and 10% Owner of OppFi Inc. (OPFI), reported changes in his beneficial ownership.
• On September 15, 2025, Schwartz disposed of 93,466 shares of Class A Common Stock through a charitable donation.
• Following this transaction, Schwartz directly owns 127,118 shares of Class A Common Stock.
• Schwartz indirectly owns 433,733 shares of Class A Common Stock through TGS Revocable Trust, where he is the sole trustee.
• On September 15, 2025, 249,051 Class A Common Units were distributed by TGS Capital Group LP to DAV 513 Revocable Trust, a limited partner.
• Schwartz indirectly beneficially owns 24,656,083 Class A Common Units through TGS Capital Group, LP, where he is the manager of the general partner, disclaiming beneficial ownership except to the extent of his pecuniary interest.
• Schwartz indirectly beneficially owns 1,949,309 Class A Common Units through TGS MCS Capital Group LP, where he is the manager of the general partner and has the right to cause MCS to exercise its Exchange Rights for his benefit.

Sentiment

Score: 5

Explanation: This Form 4 filing reports routine insider transactions (charitable donation and internal distribution) and does not inherently indicate positive or negative sentiment regarding the company's operational or financial performance.

Related Party Transactions

• Disposition of 93,466 shares of Class A Common Stock via a charitable donation by Todd G. Schwartz.
• Distribution of 249,051 Class A Common Units by TGS Capital Group LP to DAV 513 Revocable Trust, where Todd G. Schwartz is the manager of the general partner of TGS Capital Group, LP.

Stakeholder Impact

• Shareholders: Minimal direct impact as these are routine insider transactions (charitable donation and internal distribution) and not open market sales that would significantly alter market perception or liquidity.

Key Dates

Keywords

OppFi, OPFI, Todd G. Schwartz, Insider Transaction, Form 4, Stock Disposition, Charitable Donation, Class A Common Stock, Class A Common Units