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.
The OppFi Inc. (NYSE: OPFI) SEC filings page on Stock Titan organizes the company’s regulatory disclosures from the U.S. Securities and Exchange Commission, with AI-powered tools to help interpret key information. OppFi uses current reports on Form 8-K to announce material events such as quarterly financial results, new or amended revolving credit agreements, changes to its share repurchase program, and supplemental investor information about its outstanding public warrants.
Through these filings, investors can see how OppFi describes its business as a tech-enabled digital finance platform that partners with banks to provide financial products and services to everyday Americans, and how it reports metrics like total revenue, net income, adjusted net income, total net originations, ending receivables, and other performance indicators. Non-GAAP measures such as Adjusted Net Income and Adjusted EPS are explained and reconciled to GAAP figures in the company’s earnings materials referenced in its 8-Ks.
On this page, users can quickly access OppFi’s Forms 8-K and, via links to other SEC documents, review annual and quarterly reports that provide broader context on its credit-focused operations, financing facilities, and capital structure, including its Up-C structure and public warrants. Stock Titan’s AI-generated summaries highlight the main points of lengthy filings, clarify technical language, and surface items such as new credit agreements, covenant terms, and updates to repurchase authorizations or warrant-related disclosures.
For those monitoring regulatory developments around OppFi, this filings hub offers real-time updates from EDGAR, structured data views, and concise explanations that make it easier to understand how each filing may relate to the company’s financial position, funding arrangements, and shareholder-focused actions.
OppFi Inc. (OPFI) received a Schedule 13G filing from multiple Wellington-affiliated entities disclosing beneficial ownership of 2,474,102 shares of OppFi common stock, representing 8.9% of the class. The shares are owned of record by clients of one or more Wellington investment advisers.
Wellington reports no sole voting or dispositive power over these shares, only shared voting and shared dispositive power through its advisory relationships. The filing states the position is held in the ordinary course of business and not for the purpose of changing or influencing control of OppFi.
OppFi Inc. CFO Pamela D. Johnson reported a routine share withholding related to equity compensation. On 02/03/2026, 541 shares of Class A common stock were withheld at $9.73 per share to cover tax obligations from a previously reported performance-based RSU award. After this tax withholding, Johnson directly beneficially owns 142,943 shares of OppFi Class A common stock.
OppFi Inc. officer Christopher J. McKay, the Chief Risk & Analytics Officer, reported a small share reduction due to tax withholding. On February 3, 2026, 363 shares of OppFi Class A common stock were withheld at $9.73 per share to satisfy tax obligations from a previously reported performance-based restricted stock unit award. After this withholding, McKay beneficially owned 166,018 shares of Class A common stock directly.
OppFi Inc. received an amended ownership report from BlackRock, Inc., which filed Amendment No. 1 to a Schedule 13G for OppFi’s Class A stock. BlackRock reports beneficial ownership of 1,883,407 Class A shares, representing 6.8% of the class. It has sole power to vote 1,858,043 shares and sole power to dispose of 1,883,407 shares, with no shared voting or dispositive power.
BlackRock describes itself as a holding company and states that these securities are held in the ordinary course of business, not for the purpose of changing or influencing control of OppFi. Various underlying clients have rights to dividends or sale proceeds from OppFi shares managed by BlackRock, but no single client has more than five percent of the total outstanding common shares.
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.