Welcome to our dedicated page for OppFi SEC filings (Ticker: OPFI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Struggling to untangle OppFi’s loan-loss disclosures, interest-rate caps, or SalaryTap performance buried deep in its SEC reports? OppFi Inc’s specialty-finance filings can exceed 200 pages and span multiple form types, making it hard to spot credit-quality shifts or executive stock sales in time.
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OppFi Inc. insider Todd G. Schwartz filed a Form 4 reporting a tax-related share withholding. On 01/02/2026, 3,048 shares of OppFi Class A common stock were withheld at a price of $10.30 per share to cover tax obligations upon settlement of vested restricted stock units.
After this transaction, Schwartz beneficially owned 121,427 Class A shares directly and 433,733 Class A shares indirectly through the TGS Revocable Trust, for which he is the sole trustee. Schwartz is listed as a director, Chief Executive Officer, and 10% owner of OppFi.
OppFi Inc. reported an insider equity transaction by its Chief Risk & Analytics Officer, Christopher J. McKay. On 01/02/2026, the company withheld shares of Class A common stock to cover tax obligations upon settlement of vested restricted stock units. The Form 4 shows two tax-withholding transactions, involving 2,398 and 1,667 shares at a price of $10.3 per share, coded as transaction type “F,” which indicates shares were withheld rather than sold in the open market.
OppFi Inc. Chief Financial Officer Pamela D. Johnson reported several share transactions in OppFi Class A common stock. On 01/02/2026, 2,330 shares and 2,025 shares were withheld to cover tax obligations tied to vested restricted stock units at prices of $10.30 per share. On 01/05/2026, she sold 5,084 shares at $10.24 per share in an open market transaction. After these transactions, Johnson directly owned 143,484 OppFi Class A shares. The sales were executed under a pre-arranged Rule 10b5-1 trading plan that she adopted on March 10, 2025.
An insider of OPFI filed a notice of proposed stock sales under Rule 144. The filing covers 5,084 Class A shares to be sold through Fidelity Brokerage Services on the NYSE, with an aggregate market value of $52,060.16 based on the figures in the notice and an approximate sale date of January 5, 2026. These shares were acquired on January 2, 2025 through restricted stock vesting from the issuer as compensation. The notice also reports that Pamela Johnson sold 1,129 Class A shares on November 3, 2025 for gross proceeds of $11,290 during the prior three months.
OppFi Inc. director and 10% owner Theodore G. Schwartz reported a charitable gift of 186,737 shares of OppFi Class A common stock on 12/12/2025. The shares were transferred at a reported price of $0, and he now directly owns 12,907 OppFi Class A shares following this transaction.
OppFi director Jocelyn Moore reported selling 4,464 shares of the company's Class A common stock on December 11, 2025. The sale was executed at a weighted-average price of $10.9142 per share, with individual sale prices ranging from $10.90 to $10.925.
After this transaction, Moore beneficially owned 47,266 shares of OppFi Class A common stock, held directly.
OppFi Inc. (OPFI) insider plans additional share sale under Rule 144. A holder has filed to sell 4,464 Class A shares through Fidelity Brokerage Services on or about 12/11/2025. These shares were acquired on 06/05/2025 via restricted stock vesting as compensation from the issuer. The filing lists an aggregate market value of $48,721.07 for the planned sale and notes that 27,664,310 Class A shares are outstanding. Over the prior three months, the same seller, Jocelyn Moore, sold 20,200 Class A shares for gross proceeds of $186,385.65.
OppFi Inc. (OPFI) director stock sale disclosed
A director of OppFi Inc., Jocelyn Moore, reported selling 20,200 shares of the company’s Class A common stock on 11/21/2025. The sale was executed at a weighted average price of $9.227 per share, with individual trade prices ranging from $9.20 to $9.285. After this transaction, the reporting person beneficially owns 51,730 shares of OppFi Class A common stock directly.
The filer notes that the reported price is a weighted average and that detailed breakdowns of the number of shares sold at each price within the stated range are available upon request to the company, its shareholders, or the SEC staff.
OppFi (OPFI) had an insider file a Form 144 notice to sell up to 20,200 Class A shares. The planned sale has an aggregate market value of $186,385.65, with the shares expected to be sold on the NYSE around November 21, 2025 through Fidelity Brokerage Services. OppFi had 27,664,310 Class A shares outstanding when the notice was prepared. The shares being sold were acquired on June 5, 2025 through restricted stock vesting as compensation from the issuer.
OppFi Inc. (OPFI) received an amended Schedule 13G reporting that LMR-affiliated entities beneficially own 2,330,473 shares of Class A Common Stock on an as-converted basis from warrants. This represents 7.7% of the class as of September 30, 2025, calculated using 27,908,175 shares outstanding plus shares acquirable within 60 days, as referenced in OppFi’s Form 10‑Q filed November 6, 2025.
The holdings are through two funds: LMR Multi-Strategy Master Fund Limited (warrants for 1,165,237 shares) and LMR CCSA Master Fund Ltd (warrants for 1,165,236 shares). The reporting persons indicate shared voting and dispositive power over 2,330,473 shares and no sole power. The filing is certified as ordinary course and not for the purpose of changing or influencing control.
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