OppFi CEO buys 3,550 shares at $7.13 each
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Form Type
4
Rhea-AI Filing Summary
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.
Insights
Analyzing...
Insider Trade Summary
Net Buyer: 3,550 shares
Net Buy
4 txns
Insider
Schwartz Todd G.
Role
Chief Executive Officer
Bought
3,550 shs ($25K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Purchase | Class A Common Stock F1, F2 | 3,550 | $7.13 | $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 — 605,283 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 $7.08 to $7.17 for a weighted average purchase price of $7.1300. 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: 3,550 shares of Class A Common Stock
Weighted average purchase price: $7.1300 per share
Price range of purchases: $7.08–$7.17 per share
+4 more
7 metrics
Shares purchased
3,550 shares of Class A Common Stock
Purchased on 2026-08-27 in open market or private transactions
Weighted average purchase price
$7.1300 per share
Weighted average of trades ranging from $7.08 to $7.17 on 2026-08-27
Price range of purchases
$7.08–$7.17 per share
Range of individual trade prices for the 3,550 shares
Indirect holdings via TGS Revocable Trust
605,283 shares
Total Class A Common Stock held by TGS Revocable Trust after the purchase
Direct holdings
301,710 shares
Class A Common Stock held directly by Todd G. Schwartz as of 2026-08-27
Indirect holdings via TGS Capital Group, LP
24,656,083 shares
Reported Class A Common Stock held; beneficial ownership disclaimed except for pecuniary interest
Indirect holdings via TGS MCS Capital Group LP
1,949,309 shares
Reported Class A Common Stock held; beneficial ownership disclaimed except for pecuniary interest
Key Terms
weighted average price, beneficially own, disclaims beneficial ownership, pecuniary interest, +1 more
5 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"
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.
disclaims beneficial ownership financial
"The reporting person disclaims beneficial ownership of such securities, except"
pecuniary interest financial
"except to the extent of his pecuniary interest therein."
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.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What did OPFI insider Todd G. Schwartz report in this Form 4?
Todd G. Schwartz reported a purchase of 3,550 OPFI Class A Common Stock shares on 2026-08-27 at a weighted average price of $7.13 per share, with trade prices between $7.08 and $7.17, acquired indirectly through TGS Revocable Trust.
What additional indirect OPFI holdings are associated with entities linked to Todd G. Schwartz?
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. Schwartz may be deemed to beneficially own these but disclaims beneficial ownership except to the extent of his pecuniary interest.
Was the OPFI Form 4 transaction made under a Rule 10b5-1 trading plan?
The document-level Rule 10b5-1 checkbox is not checked (aff_10b5_one is false), and the footnotes do not state that the 3,550-share OPFI purchase on 2026-08-27 was made pursuant to a Rule 10b5-1 trading plan.
AI-generated analysis. How Rhea-AI works. Not financial advice.
