OppFi CEO buys 3,500 shares at $7.1893 average
Rhea-AI Filing Summary
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.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Buyer: 3,500 shares
Net Buy
4 txns
Insider
Schwartz Todd G.
Role
Chief Executive Officer
Bought
3,500 shs ($25K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Purchase | Class A Common Stock F1, F2 | 3,500 | $7.1893 | $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 — 601,733 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 $7.26 for a weighted average purchase price of $7.1893. 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: 3,500 shares of Class A Common Stock
Weighted average purchase price: $7.1893 per share
Indirect holdings – TGS Revocable Trust: 601,733 shares
+3 more
6 metrics
Shares purchased
3,500 shares of Class A Common Stock
Open-market or private purchase on 2026-08-26
Weighted average purchase price
$7.1893 per share
3,500-share purchase on 2026-08-26; trade range $7.08–$7.26
Indirect holdings – TGS Revocable Trust
601,733 shares
Class A Common Stock held indirectly after reported purchase
Direct holdings
301,710 shares
Class A Common Stock held directly as of 2026-08-26
Indirect holdings – TGS Capital Group, LP
24,656,083 shares
Reported as may be deemed beneficially owned; beneficial ownership disclaimed except for pecuniary interest
Indirect holdings – TGS MCS Capital Group LP
1,949,309 shares
Reported as may be deemed beneficially owned; beneficial ownership disclaimed except for pecuniary interest
Key Terms
weighted average price, beneficially own, pecuniary interest, indirect ownership
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"
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"
indirect ownership financial
"total_shares_following_transaction 601733.0000 ... ownership_type indirect"
FAQ
What insider transaction did OPFI CEO Todd G. Schwartz report?
Todd G. Schwartz reported purchasing 3,500 OppFi (OPFI) Class A shares on 2026-08-26 at a weighted average price of $7.1893 per share, in open-market or private transactions through the TGS Revocable Trust.
What are Todd G. Schwartz’s direct holdings in OPFI after the filing?
The filing shows Todd G. Schwartz with 301,710 OppFi (OPFI) Class A shares held directly as of 2026-08-26, in addition to various indirect holdings through trust and limited partnership entities.
Was this OPFI trade made under a Rule 10b5-1 trading plan?
No. The filing’s Rule 10b5-1 checkbox is not checked, indicating the reported 3,500-share purchase of OppFi (OPFI) stock on 2026-08-26 was not affirmed as made under a Rule 10b5-1 trading plan.
AI-generated analysis. How Rhea-AI works. Not financial advice.
