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.
OppFi Inc. filings document a public digital-finance company with Class A common stock and warrants, bank-partner consumer-credit operations, and receivables-based funding arrangements. Form 8-K reports furnish quarterly and annual financial results, earnings presentations, Regulation FD materials, share repurchase authorizations, and material definitive agreements involving OppFi-LLC and related funding subsidiaries.
Proxy materials cover annual-meeting voting matters, director elections, board governance, and stockholder procedures. Credit-agreement disclosures describe revolving facilities, borrowing-base mechanics, eligible receivables, seller subsidiaries, collateral and performance triggers, covenants, maturity terms, and default provisions that support OppFi's finance-charge revenue model.
OppFi Inc. (OPFI) director, chief executive officer and ten percent owner Todd G. Schwartz reported that TGS Revocable Trust, of which he is sole trustee, purchased 3,450 shares of Class A Common Stock on September 3, 2026 at a weighted average price of $7.3348 per share, with trade prices ranging from $7.30 to $7.37. Following this purchase, the trust held 622,883 shares indirectly. Separate holding rows show Schwartz with 301,710 shares held directly, and additional indirect positions of 24,656,083 shares through TGS Capital Group, LP and 1,949,309 shares through TGS MCS Capital Group LP, which he may be deemed to beneficially own but disclaims except to the extent of his pecuniary interest. No Rule 10b5-1 trading plan is indicated.
OppFi Inc. (OPFI) insider Todd G. Schwartz, the Chief Executive Officer and a more than 10% owner, reported a purchase of Class A Common Stock on September 2, 2026. A trust associated with him, TGS Revocable Trust, bought 3,550 shares at a weighted average price of $7.1485 per share in multiple transactions priced from $6.91 to $7.27. Following this purchase, the trust held 619,433 shares indirectly. Schwartz also reported 301,710 shares held directly, and additional indirect holdings of 24,656,083 shares by TGS Capital Group, LP and 1,949,309 shares by TGS MCS Capital Group LP, for which he may be deemed to beneficially own interests but disclaims beneficial ownership except to the extent of his pecuniary interest.
OppFi Inc. (OPFI) director, chief executive officer and ten percent owner Todd G. Schwartz reported an open-market purchase of 3,550 shares of Class A Common Stock on September 1, 2026 at a weighted average price of $6.9133 per share, through the TGS Revocable Trust, for which he serves as sole trustee.
After this transaction, the trust holds 615,883 shares indirectly attributed to him, in addition to 301,710 shares held directly, and indirect holdings of 24,656,083 shares by TGS Capital Group, LP and 1,949,309 shares by TGS MCS Capital Group LP, where he may be deemed to beneficially own interests but disclaims beneficial ownership except to the extent of his pecuniary interest. No Rule 10b5-1 trading plan is reported.
OppFi Inc. (OPFI) director, CEO and ten percent owner Todd G. Schwartz reported an open‑market purchase of 3,550 shares of Class A common stock on 2026-08-31 at a weighted average price of $6.9326 per share, through the TGS Revocable Trust, of which he is the sole trustee. Following this purchase, the trust held 612,333 shares. Schwartz also reported 301,710 shares held directly, and additional indirect holdings of 24,656,083 shares via TGS Capital Group, LP and 1,949,309 shares via TGS MCS Capital Group LP, with beneficial ownership of those partnership-held shares disclaimed except to the extent of his pecuniary interest.
OppFi Inc. (OPFI) reported that Chief Executive Officer and director Todd G. Schwartz, a more-than-10% owner, purchased 3,500 shares of Class A common stock on August 28, 2026 at a weighted average price of $7.1479 per share, with trade prices ranging from $7.04 to $7.23. The shares were acquired indirectly through the TGS Revocable Trust, for which Schwartz is the sole trustee, bringing that trust’s holdings to 608,783 shares. Schwartz also reports 301,710 shares held directly and indirect interests in 24,656,083 shares held by TGS Capital Group, LP and 1,949,309 shares held by TGS MCS Capital Group LP, which he may be deemed to beneficially own as manager of their general partners, while disclaiming beneficial ownership except to the extent of his pecuniary interest.
OppFi Inc. (OPFI) insider Todd G. Schwartz, Chief Executive Officer and a more-than-ten-percent owner, reported a purchase of 3,550 shares of Class A Common Stock on 2026-08-27 at a weighted average price of $7.13 per share, with individual trade prices ranging from $7.08 to $7.17. The shares were acquired indirectly through TGS Revocable Trust, of which he is the sole trustee, bringing that trust’s reported holdings to 605,283 shares. The filing also reports 301,710 shares held directly, and additional indirect holdings of 24,656,083 shares by TGS Capital Group, LP and 1,949,309 shares by TGS MCS Capital Group LP, which Schwartz may be deemed to beneficially own but for which he disclaims beneficial ownership except to the extent of his pecuniary interest.
OppFi Inc. (OPFI) reported that Chief Risk & Analytics Officer Christopher J. McKay sold 77,850 shares of Class A Common Stock on August 26, 2026. The filing states these shares were sold to satisfy tax liability related to restricted stock unit vesting and an April 28, 2026 corporate simplification. The weighted average sale price was $7.1779 per share, and McKay now directly holds 1,431,479 shares of OppFi Class A Common Stock.
OppFi Inc. (OPFI) insider Todd G. Schwartz, Chief Executive Officer and a more than 10% owner, reported purchasing 3,500 shares of Class A Common Stock on 2026-08-26 at a weighted average price of $7.1893 per share through the TGS Revocable Trust. After this trade, that trust held 601,733 shares indirectly. Schwartz also reports 301,710 shares held directly, and additional indirect holdings of 24,656,083 shares via TGS Capital Group, LP and 1,949,309 shares via TGS MCS Capital Group LP, which he may be deemed to beneficially own but for which he disclaims beneficial ownership except to the extent of his pecuniary interest.
OppFi Inc. (OPFI) is named as the issuer in a Form 144 filed for sales by officer Chris McKay. The notice covers a potential sale of up to 77,850 Class A shares through Fidelity Brokerage Services LLC, with reference to multiple restricted stock vesting events in 2025–2026 and a prior sale of 23,683 shares on June 12, 2026.
OppFi Inc. (OPFI) reported that Chief Executive Officer and director Todd G. Schwartz, through the TGS Revocable Trust for which he is sole trustee, purchased 3,475 shares of Class A Common Stock on 2026-08-25 at a weighted average price of $7.2531 per share, with trade prices ranging from $7.1284 to $7.32. Following this purchase, the TGS Revocable Trust holds 598,233 shares indirectly. Schwartz also reports 301,710 shares held directly and additional indirect holdings of 24,656,083 shares via TGS Capital Group, LP and 1,949,309 shares via TGS MCS Capital Group LP, while disclaiming beneficial ownership of the partnership-held shares except to the extent of his pecuniary interest.