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Material updates from SEC filings (8-K, 10-Q, 10-K) ranked by impact, with no firehose noise.
Results of Operations and Financial Condition. On May 7, 2026, OppFi Inc. ( “ OppFi ” or the “Company”) issued a press release announcing the financial results for the first quarter ended March 31, 2026. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference. This information and the information contained in Exhibit 99.1 is furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchang…
Other Events. On May 6, 2026, the Company’s Board of Directors approved a new share repurchase program (the “Repurchase Program”) under which the Company may repurchase up to $40 million of its Class A Common Stock (“Common Stock”). The Repurchase Program replaces the Company’s prior share repurchase program, which was terminated. Repurchases under the Repurchase Program may be made from time to time on the open market, through privately negotiated transactions, or via other methods, at the d…
Entry into a Material Definitive Agreement. Merger Agreement On April 28, 2026, OppFi Inc., a Delaware corporation (“OppFi”), entered into an Agreement and Plan of Merger (the “Merger Agreement”) with BNCCORP, Inc., a Delaware corporation (“BNCC”), and Birch Merger Sub, LLC, a Delaware limited liability company and wholly owned subsidiary of OppFi (“Merger Sub”). Pursuant to the Merger Agreement, BNCC will merge with and into Merger Sub, with Merger Sub surviving as a wholly owned subsidiary…
Termination of a Material Definitive Agreement. The information in
Regulation FD Disclosure. On April 29, 2026, OppFi issued a press release announcing the Corporate Simplification and entry into the Merger Agreement and provided an investor presentation to accompany the press release. Copies of the press release and investor presentation are furnished as Exhibits 99.1 and 99.2, respectively, to this Current Report on Form 8-K and are incorporated herein by reference. This information and the information contained in Exhibits 99.1 and 99.2 are furnished and…
Unregistered Sales of Equity Securities. Pursuant to the OpCo Merger, OppFi issued 734,851 shares of Class A Common Stock to a holder of OpCo Units that were originally issued to such holder in connection with OppFi’s acquisition of a 35% interest in Bitty Holdings, LLC. The issuance of the Class A Common Stock to such holder was exempt from the registration requirements of the Securities Act in reliance on the exemption from registration provided by Section 4(a)(2) of the Securities Act and/…
Entry into a Material Definitive Agreement. On April 10, 2026 (the “Amendment Date”), Opportunity Financial, LLC, a Delaware limited liability company (“OppFi-LLC”) and subsidiary of OppFi Inc., a Delaware corporation (the “Company”), Opportunity Funding SPE V, LLC, a Delaware limited liability company and wholly owned subsidiary of OppFi-LLC, as borrower (the “Borrower”), OppWin, LLC and OppWin BPI, LLC, each a Delaware limited liability company and wholly owned subsidiary of OppFi-LLC, each…
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The information regarding the Third Amendment set forth in
Termination of a Material Definitive Agreement. On April 15, 2026 (the “Gray Rock Termination Date”), OppFi-LLC terminated those certain total return swaps (the “TRS”) previously entered into on April 15, 2022 with affiliates of Midtown, pursuant to which OppFi-LLC agreed to provide credit protection related to a reference pool of consumer receivables financed by Midtown through a $75 million revolving credit agreement (the “Gray Rock Credit Agreement”) with Midtown as lender and Gray Rock SP…
Triggering Events that Accelerate or Increase a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The information regarding the termination of the TRS set forth in
Results of Operations and Financial Condition. On March 11, 2026, OppFi Inc. issued a press release announcing the financial results for the fourth quarter and full year 2025. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference. This information and the information contained in Exhibit 99.1 is furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (t…
Results of Operations and Financial Condition. On October 29, 2025, OppFi Inc. issued a press release announcing the financial results for the third quarter ended September 30, 2025. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference. This information and the information contained in Exhibit 99.1 is furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as ame…
Termination of a Material Definitive Agreement. Effective September 29, 2025, in connection with the closing of the Agreement, the Borrower terminated the Prior SPV IX Agreement and used a portion of the proceeds of the Agreement to repay the approximately $79.0 million in outstanding obligations under the Prior SPV IX Agreement. The Prior SPV IX Agreement provided for maximum borrowings of $150.0 million and was due to mature on December 14, 2026. The Borrower did not incur any early termina…
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The information regarding the Agreement set forth in
Entry into a Material Definitive Agreement. On September 29, 2025, Opportunity Financial, LLC, a Delaware limited liability company (“OppFi-LLC”) and subsidiary of OppFi Inc., a Delaware corporation (the “Company”), Opportunity Funding SPE IX, LLC, a Delaware limited liability company and indirect wholly owned subsidiary of OppFi-LLC (the “Borrower”), OppWin, LLC and OppWin BPI, LLC, each a Delaware limited liability company and wholly owned subsidiary of OppFi-LLC, each as sellers, UMB Bank,…
Triggering Events that Accelerate or Increase a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The information regarding the termination of Prior SPV IX Agreement set forth in
Other Events. On August 26, 2025, the Company announced that its Board of Directors had authorized an increase to its existing share repurchase program (the “Repurchase Program”) to repurchase an additional $20 million of the Company’s Class A common stock, par value $0.0001 per share (“Common Stock”), bringing the total authorization to $40 million. Prior to this increase, the Company repurchased approximately 1.4 million shares of Common Stock for approximately $7.6 million, including appro…
Results of Operations and Financial Condition. The information contained in
Results of Operations and Financial Condition. The information contained in
Other Events. On March 25, 2025, the Company announced that its Board of Directors (the “Board”) had declared a special common stock dividend of $0.25 per share on its Class A common stock, par value $0.0001 per share, to be paid on April 18, 2025, to stockholders of record as of the close of business on April 8, 2025. In addition to the special dividend payable to Class A common stockholders, the Board approved a $0.25 per unit special distribution to holders of record of Class A common unit…
Results of Operations and Financial Condition. The information contained in
Termination of a Material Definitive Agreement. On March 4, 2025, Opportunity Financial, LLC, a Delaware limited liability company (“OppFi-LLC”) and subsidiary of OppFi Inc., a Delaware corporation, repaid all outstanding obligations under the Senior Secured Multi-Draw Term Loan Agreement, originally entered into on November 9, 2018 (as amended, supplemented or otherwise modified, the “Term Loan Agreement”), by and among OppFi-LLC, the other credit parties and guarantors thereto, Midtown Madi…
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The information regarding the Second A&R Credit Agreement set forth in
Entry into a Material Definitive Agreement. On February 13, 2025 (the “Amendment Date”), Opportunity Financial, LLC, a Delaware limited liability company (“OppFi-LLC”) and subsidiary of OppFi Inc., a Delaware corporation (the “Company”), Opportunity Funding SPE V, LLC, a Delaware limited liability company and wholly owned subsidiary of OppFi-LLC, as borrower (the “Borrower”), OppWin, LLC and OppWin BPI, LLC, each a Delaware limited liability company and wholly owned subsidiary of OppFi-LLC, e…
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