OppFi CEO buys 3,450 shares at $7.59 on Sept. 9
OppFi CEO Todd G. Schwartz reported an open-market purchase via a trust and detailed large existing direct and indirect OPFI share holdings.
Rhea-AI Filing Summary
OppFi Inc. (OPFI) reported that Chief Executive Officer and director Todd G. Schwartz, through the TGS Revocable Trust, purchased 3,450 shares of Class A Common Stock on September 9, 2026 at a weighted average price of $7.5914 per share, with individual trade prices ranging from $7.50 to $7.69. Following this purchase, the TGS Revocable Trust holds 633,308 shares indirectly for Schwartz. Separate holding entries show 301,710 shares held directly, and additional indirect holdings of 24,656,083 shares through TGS Capital Group, LP and 1,949,309 shares through TGS MCS Capital Group LP, for which Schwartz is associated via their general partners and may be deemed to beneficially own the securities, while disclaiming beneficial ownership beyond his pecuniary interest.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Buyer: 3,450 shares
Net Buy
4 txns
Insider
Schwartz Todd G.
Role
Chief Executive Officer
Bought
3,450 shs ($26K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Purchase | Class A Common Stock F1, F2 | 3,450 | $7.5914 | $26K |
| holding | Class A Common Stock | -- | -- | -- |
| holding | Class A Common Stock F3 | -- | -- | -- |
| holding | Class A Common Stock F4 | -- | -- | -- |
Holdings After Transaction:
Class A Common Stock — 633,308 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 $7.50 to $7.69 for a weighted average purchase price of $7.5914. 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: 3,450 shares
Weighted average purchase price: $7.5914 per share
Price range of trades: $7.50–$7.69 per share
+4 more
7 metrics
Shares purchased
3,450 shares
Class A Common Stock purchased on September 9, 2026 by TGS Revocable Trust
Weighted average purchase price
$7.5914 per share
Open-market purchase on September 9, 2026 with trade prices from $7.50 to $7.69
Price range of trades
$7.50–$7.69 per share
Range of individual purchase prices included in the weighted average
Indirect holdings via TGS Revocable Trust
633,308 shares
Total OPFI Class A shares held by TGS Revocable Trust after the transaction
Direct holdings
301,710 shares
OPFI Class A shares held directly by Todd G. Schwartz
Indirect holdings via TGS Capital Group, LP
24,656,083 shares
OPFI Class A shares held by TGS Capital Group, LP; beneficial ownership disclaimed beyond pecuniary interest
Indirect holdings via TGS MCS Capital Group LP
1,949,309 shares
OPFI Class A shares held by TGS MCS Capital Group LP; beneficial ownership disclaimed beyond pecuniary interest
Key Terms
weighted average price, beneficially own, pecuniary interest, Revocable Trust
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.
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 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 are Todd G. Schwartz’s direct holdings of OPFI Class A Common Stock?
The filing reports that Todd G. Schwartz directly holds 301,710 OPFI Class A shares as of September 9, 2026.
What indirect OPFI holdings are reported through TGS Capital Group, LP?
The filing shows 24,656,083 OPFI Class A shares held indirectly by TGS Capital Group, LP. Schwartz is manager of its general partner and may be deemed to beneficially own these securities but disclaims beneficial ownership beyond his pecuniary interest.
AI-generated analysis. How Rhea-AI works. Not financial advice.
