Todd G. Schwartz restructured his indirect interests through a corporate simplification, exchanging Common Units for Class A stock, canceling Class V, and now holding Class A stock directly and indirectly with V interests surrendered.Abstract: This note summarizes the restructuring by Todd G. Schwartz tied to OppFi/Opportunity Financial's corporate simplification, detailing the exchange of Common Units for Class A stock, the cancellation of Class V stock, and the resulting direct and indirect Class A holdings after surrender of Class V interests.

NodeGuardian

2026-05-02 04:31:20

Abstract generation in progress

OppFi Inc. insider Todd G. Schwartz reported a restructuring of his indirect ownership interests due to a corporate simplification of Opportunity Financial, LLC. Entities associated with Schwartz exchanged Common Units for Class A Common Stock, leading to the cancellation of Class V Common Stock. Post-transaction, Schwartz holds Class A Common Stock both directly and indirectly, with prior Class V interests surrendered.

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