OppFi (OPFI) CEO adds to stake with 3,475-share open-market buy
Rhea-AI Filing Summary
OppFi Inc. (OPFI) director, officer, and ten percent owner Todd G. Schwartz reported an open-market purchase of 3,475 shares of Class A Common Stock on August 24, 2026 at a weighted average price of $7.1455 per share, through the TGS Revocable Trust. Following this transaction, reported holdings include 594,758 shares held indirectly by the TGS Revocable Trust, 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, for which Schwartz may be deemed to beneficially own interests while disclaiming beneficial ownership 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 | $7.1455 | $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 — 594,758 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 $7.25 for a weighted average purchase price of $7.1455. 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 of Class A Common Stock
Weighted average purchase price: $7.1455 per share
Indirect holdings – TGS Revocable Trust: 594,758 shares
+3 more
6 metrics
Shares purchased
3,475 shares of Class A Common Stock
Open-market purchase on August 24, 2026 by TGS Revocable Trust
Weighted average purchase price
$7.1455 per share
Calculated from trades between $7.08 and $7.25 on August 24, 2026
Indirect holdings – TGS Revocable Trust
594,758 shares
Total Class A shares held indirectly after the reported purchase
Direct holdings
301,710 shares
Class A Common Stock held directly by Todd G. Schwartz after the transaction
Indirect holdings – TGS Capital Group, LP
24,656,083 shares
Class A shares held by TGS Capital Group, LP; Schwartz may be deemed to beneficially own interests
Indirect holdings – TGS MCS Capital Group LP
1,949,309 shares
Class A shares held by TGS MCS Capital Group LP; beneficial ownership disclaimed except pecuniary interest
Key Terms
weighted average price, beneficially own, pecuniary interest, ten percent owner
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 regulatory
"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"
ten percent owner regulatory
"reporting person is a director, Chief Executive Officer, and ten percent owner"
FAQ
What insider transaction did OPFI CEO Todd G. Schwartz report on this Form 4?
Todd G. Schwartz reported a purchase of 3,475 OPFI Class A shares on August 24, 2026. The shares were bought in the open market through the TGS Revocable Trust at a weighted average price of $7.1455 per share, based on multiple trades between $7.08 and $7.25.
AI-generated analysis. How Rhea-AI works. Not financial advice.
