OppFi CEO buys 3,350 shares at about $7.56
OppFi CEO and ten percent owner Todd G. Schwartz added shares via a trust purchase while reporting substantial existing direct and indirect Class A holdings.
Rhea-AI Filing Summary
OppFi Inc. (OPFI) insider Todd G. Schwartz, the Chief Executive Officer, director and ten percent owner, reported purchasing 3,350 shares of Class A Common Stock on September 10, 2026 through the TGS Revocable Trust at a weighted average price of $7.5563 per share, with individual trade prices ranging from $7.5093 to $7.62. Following this purchase, the TGS Revocable Trust held 636,658 shares indirectly, while Schwartz also held 301,710 shares directly and had 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 but for which he disclaims beneficial ownership except to the extent of his pecuniary interest. No Rule 10b5-1 trading plan is reported.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Buyer: 3,350 shares
Net Buy
4 txns
Insider
Schwartz Todd G.
Role
Chief Executive Officer
Bought
3,350 shs ($25K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Purchase | Class A Common Stock F1, F2 | 3,350 | $7.5563 | $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 — 636,658 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 $7.5093 to $7.62 for a weighted average purchase price of $7.5563. 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: 3,350 shares
Weighted average purchase price: $7.5563 per share
Indirect holdings via TGS Revocable Trust: 636,658 shares
+4 more
7 metrics
Shares purchased
3,350 shares
Class A Common Stock purchased on September 10, 2026 by TGS Revocable Trust
Weighted average purchase price
$7.5563 per share
Average price for September 10, 2026 purchase, with trades from $7.5093 to $7.62
Indirect holdings via TGS Revocable Trust
636,658 shares
Class A Common Stock indirectly owned after the reported purchase
Direct holdings
301,710 shares
Class A Common Stock directly owned by Todd G. Schwartz as reported
Holdings via TGS Capital Group, LP
24,656,083 shares
Class A Common Stock held by TGS Capital Group, LP; Schwartz may be deemed to beneficially own, subject to pecuniary interest
Holdings via TGS MCS Capital Group LP
1,949,309 shares
Class A Common Stock held by TGS MCS Capital Group LP; beneficial ownership disclaimed except for pecuniary interest
Net buy shares in filing
3,350 shares
Net effect of reported buy/sell transactions in this Form 4
Key Terms
weighted average price, beneficially own, pecuniary interest
3 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.
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
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transaction did OPFI CEO Todd G. Schwartz report?
Todd G. Schwartz reported buying 3,350 shares of OppFi Inc. Class A Common Stock on September 10, 2026 through the TGS Revocable Trust at a weighted average price of $7.5563 per share, with individual trade prices between $7.5093 and $7.62.
What are Todd G. Schwartz’s direct holdings of OPFI Class A Common Stock?
The filing reports that Todd G. Schwartz directly owns 301,710 shares of OppFi Inc. Class A Common Stock as of the date of the Form 4 holding entries.
What indirect OPFI holdings are reported through TGS Capital Group, LP and TGS MCS Capital Group LP?
The filing lists 24,656,083 shares held by TGS Capital Group, LP and 1,949,309 shares held by TGS MCS Capital Group LP. Todd G. Schwartz may be deemed to beneficially own these but disclaims beneficial ownership except for his pecuniary interest.
Was the OPFI insider purchase made under a Rule 10b5-1 trading plan?
No. The Form 4 indicates that the Rule 10b5-1 checkbox is not marked, and there is no footnote stating that the September 10, 2026 purchase was made pursuant to a Rule 10b5-1 or other pre-arranged trading plan.
AI-generated analysis. How Rhea-AI works. Not financial advice.
