OppFi CEO buys 3,550 shares at about $7.15
OppFi Inc. (OPFI) insider Todd G. Schwartz, the Chief Executive Officer and a more than 10% owner, reported a purchase of Class A Common Stock on September 2, 2026.
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Form Type
4
Rhea-AI Filing Summary
OppFi Inc. (OPFI) insider Todd G. Schwartz, the Chief Executive Officer and a more than 10% owner, reported a purchase of Class A Common Stock on September 2, 2026. A trust associated with him, TGS Revocable Trust, bought 3,550 shares at a weighted average price of $7.1485 per share in multiple transactions priced from $6.91 to $7.27. Following this purchase, the trust held 619,433 shares indirectly. Schwartz also reported 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 he may be deemed to beneficially own interests but 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 | $7.1485 | $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 — 619,433 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 $6.91 to $7.27 for a weighted average purchase price of $7.1485. 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
Weighted average purchase price: $7.1485 per share
Price range of trades: $6.91–$7.27 per share
+4 more
7 metrics
Shares purchased
3,550 shares
Class A Common Stock bought on September 2, 2026 by TGS Revocable Trust
Weighted average purchase price
$7.1485 per share
Weighted average for 3,550 shares, with trades from $6.91 to $7.27
Price range of trades
$6.91–$7.27 per share
Range of individual transaction prices for the September 2, 2026 purchase
Indirect holdings via TGS Revocable Trust
619,433 shares
Class A Common Stock held indirectly after the reported purchase
Direct holdings
301,710 shares
Class A Common Stock directly owned by Todd G. Schwartz as of September 2, 2026
Indirect holdings via TGS Capital Group, LP
24,656,083 shares
Class A Common Stock held by TGS Capital Group, LP; beneficial ownership may be deemed but is disclaimed except for pecuniary interest
Indirect holdings via TGS MCS Capital Group LP
1,949,309 shares
Class A Common Stock held by TGS MCS Capital Group LP; beneficial ownership may be deemed but is disclaimed except for pecuniary interest
Key Terms
weighted average price, beneficially own, disclaims beneficial ownership, pecuniary interest, +2 more
6 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"
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.
general partner financial
"manager of the general partner of TGS Capital Group, LP"
A general partner is the person or firm that runs an investment partnership and legally represents it — they make the day-to-day decisions, choose which assets to buy or sell, and are responsible for the partnership’s obligations. Investors care because the general partner’s judgment, risk-taking and fee and profit-sharing arrangements determine both the potential returns and the level of exposure to losses; think of the GP as the ship’s captain whose skill and honesty shape the voyage’s outcome.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transaction did OPFI report for Todd G. Schwartz?
Todd G. Schwartz reported that TGS Revocable Trust purchased 3,550 OppFi Class A shares on September 2, 2026 at a weighted average price of $7.1485 per share, with individual trade prices ranging from $6.91 to $7.27.
What are Todd G. Schwartz’s direct holdings of OPFI Class A stock?
The Form 4 reports that Todd G. Schwartz directly holds 301,710 shares of OppFi Class A Common Stock as of September 2, 2026, separate from the shares held indirectly through trusts and limited partnerships.
Was the OPFI insider purchase made under a Rule 10b5-1 trading plan?
The document-level checkbox for Rule 10b5-1 trading plans is not marked as affirmed, and the disclosure does not state that the September 2, 2026 purchase by TGS Revocable Trust was made pursuant to a Rule 10b5-1 plan.
AI-generated analysis. How Rhea-AI works. Not financial advice.
