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 the surrender and cancellation of 30,000 shares of Class V Common Stock.

Summary

• On May 9, 2025, Todd G. Schwartz, CEO and Director of OppFi Inc., reported changes in beneficial ownership.
• The transaction involved the surrender and cancellation of 30,000 shares of Class V Common Stock at a price of $0.
• Following the transaction, Schwartz directly owns no shares of Class V Common Stock and indirectly owns 60,604,952 shares through OppFi Shares, LLC.
• The shares of Class V Common Stock are held by OppFi Shares, LLC (OFS), which has sole voting power over the shares.
• OFS is wholly owned by TGS Revocable Trust, whose sole trustee is the reporting person.
• The surrender and cancellation of shares of Class V Common Stock was in connection with the exchange of Class A common units of Opportunity Financial, LLC by members thereof, other than the reporting person, for shares of Class A common stock of the issuer.

Sentiment

Score: 5

Explanation: The document is a neutral regulatory filing detailing a transaction. It doesn't inherently convey positive or negative sentiment.

Industry Context

This filing is a routine disclosure related to insider transactions and corporate structure adjustments, common in publicly traded companies.

Stakeholder Impact

• The transaction reflects internal corporate restructuring and may have a minor impact on shareholders due to the change in the number of Class V shares outstanding.

Key Dates

Keywords

OppFi Inc., Todd G. Schwartz, Class V Common Stock, Beneficial Ownership, Form 4, Opportunity Financial LLC, OppFi Shares LLC, TGS Revocable Trust, Director, CEO