OppFi (OPFI) CEO adds 3,475 shares in trust stock buy
Rhea-AI Filing Summary
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.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Buyer: 3,475 shares
Net Buy
4 txns
Insider
Schwartz Todd G.
Role
Chief Executive Officer
Bought
3,475 shs ($25K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Purchase | Class A Common Stock F1, F2 | 3,475 | $7.2531 | $25K |
| holding | Class A Common Stock | -- | -- | -- |
| holding | Class A Common Stock F3 | -- | -- | -- |
| holding | Class A Common Stock F4 | -- | -- | -- |
Holdings After Transaction:
Class A Common Stock — 598,233 shares (Indirect, By TGS Revocable Trust);
Class A Common Stock — 301,710 shares (Direct);
Class A Common Stock — 24,656,083 shares (Indirect, By TGS Capital Group, LP);
Class A Common Stock — 1,949,309 shares (Indirect, By TGS MCS Capital Group LP)
Footnotes (4)
- F1. The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions with prices ranging from $7.1284 to $7.32 for a weighted average purchase price of $7.2531. The reporting person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.
- F2. The reporting person is the sole trustee of TGS Revocable Trust.
- F3. The reporting person is the manager of the general partner of TGS Capital Group, LP and may be deemed to beneficially own the securities held by TGS Capital Group, LP. The reporting person disclaims beneficial ownership of such securities, except to the extent of his pecuniary interest therein.
- F4. The reporting person is the manager of the general partner of TGS MCS Capital Group LP and may be deemed to beneficially own the securities held by TGS MCS Capital Group LP. The reporting person disclaims beneficial ownership of such securities, except to the extent of his pecuniary interest therein.
Key Figures
Shares purchased: 3,475 shares
Weighted average purchase price: $7.2531 per share
Purchase price range: $7.1284 to $7.32 per share
+4 more
7 metrics
Shares purchased
3,475 shares
Class A Common Stock purchased on 2026-08-25 by TGS Revocable Trust
Weighted average purchase price
$7.2531 per share
Weighted average price for shares purchased on 2026-08-25
Purchase price range
$7.1284 to $7.32 per share
Range of prices for the purchased shares on 2026-08-25
Indirect holdings – TGS Revocable Trust
598,233 shares
Total Class A Common Stock held indirectly after the transaction
Direct holdings
301,710 shares
Class A Common Stock held directly by Todd G. Schwartz
Indirect holdings – TGS Capital Group, LP
24,656,083 shares
Class A Common Stock held indirectly via TGS Capital Group, LP
Indirect holdings – TGS MCS Capital Group LP
1,949,309 shares
Class A Common Stock held indirectly via TGS MCS Capital Group LP
Key Terms
weighted average price, Revocable Trust, beneficially own, pecuniary interest
4 terms
weighted average price financial
"The price reported in Column 4 is a weighted average price."
Weighted average price is the average price of a security where each trade or component is counted according to its size, so bigger trades pull the average more than smaller ones. Think of it like calculating the average cost of a grocery haul where items you bought more of have greater influence on the final per-item cost. Investors use it to understand the true average price paid or received, judge execution quality, and compare trading performance against market movement.
Revocable Trust financial
"The reporting person is the sole trustee of TGS Revocable Trust."
A revocable trust is a legal arrangement where the person who creates it keeps control and can change or cancel the trust at any time, while naming who will manage and receive the assets later. Think of it like a flexible folder for your investments and property that can be relabeled or reworked as circumstances change; it matters to investors because it determines how ownership is recorded, how easily assets transfer on incapacity or death, and whether holdings bypass public probate proceedings.
beneficially own financial
"may be deemed to beneficially own the securities held by TGS Capital Group, LP"
Beneficially own means having the economic rights and risks of a security—such as the right to receive dividends, sell the shares, or profit from price changes—whether or not your name appears on the official share register. Think of it like renting a car: you use it and reap the benefits even if the title lists someone else. Investors care because beneficial ownership determines who truly controls value, must be disclosed under securities rules, and can signal potential influence or trading activity that affects a stock’s price.
pecuniary interest financial
"disclaims beneficial ownership of such securities, except to the extent of his pecuniary interest"
FAQ
What insider transaction did OPFI CEO Todd G. Schwartz report on this Form 4?
Todd G. Schwartz reported a purchase of 3,475 shares of OppFi Inc. Class A Common Stock on 2026-08-25 through the TGS Revocable Trust, classified as an open-market or private transaction purchase.
What are Todd G. Schwartz’s other reported holdings of OPFI Class A Common Stock?
The Form 4 lists 301,710 shares held directly by Todd G. Schwartz, 24,656,083 shares held indirectly via TGS Capital Group, LP, and 1,949,309 shares held indirectly via TGS MCS Capital Group LP.
Does Todd G. Schwartz claim full beneficial ownership of all reported OPFI indirect holdings?
For holdings via TGS Capital Group, LP and TGS MCS Capital Group LP, Schwartz states he may be deemed to beneficially own the securities but disclaims beneficial ownership except to the extent of his pecuniary interest.
Were the reported OPFI transactions made under a Rule 10b5-1 trading plan?
The filing indicates the Rule 10b5-1 checkbox is not affirmed (aff_10b5_one is false), and the footnotes do not state that the transactions were made pursuant to a Rule 10b5-1 trading plan.
AI-generated analysis. How Rhea-AI works. Not financial advice.
