Form 4: OppFi Inc. Director Todd G. Schwartz Reports Changes in Beneficial Ownership

Todd G. Schwartz, Chief Executive Officer and Director of OppFi Inc., reports a transaction involving Class V Common Stock related to the exchange of Class A common units.

Summary

• On March 7, 2025, Todd G. Schwartz, the CEO and a Director of OppFi Inc., filed a Form 4 indicating changes in beneficial ownership of the company's Class V Common Stock.
• The transaction involved the surrender and cancellation of 43,238 shares of Class V Common Stock at a price of $0.
• Following the transaction, Schwartz directly owns no shares and indirectly owns 62,134,952 shares through OppFi Shares, LLC.
• These shares are held by OppFi Shares, LLC (OFS), which is wholly owned by TGS Revocable Trust, whose sole trustee is the reporting person.
• The transaction is related to the exchange of Class A common units of Opportunity Financial, LLC for Class A common stock of OppFi Inc.

Sentiment

Score: 5

Explanation: The document is a standard regulatory filing, indicating a neutral sentiment.

Industry Context

Form 4 filings are standard practice for reporting changes in beneficial ownership by company insiders, providing transparency to investors.

Stakeholder Impact

• The transaction may be of interest to shareholders as it reflects changes in the ownership structure of the company.

Key Dates