Every Form 4 that OppFi Inc (OPFI) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow OPFI and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full OPFI filings page.
OppFi Inc. (OPFI) director, chief executive officer and ten percent owner Todd G. Schwartz reported that TGS Revocable Trust, of which he is sole trustee, purchased 3,450 shares of Class A Common Stock on September 3, 2026 at a weighted average price of $7.3348 per share, with trade prices ranging from $7.30 to $7.37. Following this purchase, the trust held 622,883 shares indirectly. Separate holding rows show Schwartz with 301,710 shares held directly, and additional indirect positions of 24,656,083 shares through TGS Capital Group, LP and 1,949,309 shares through TGS MCS Capital Group LP, which he may be deemed to beneficially own but disclaims except to the extent of his pecuniary interest. No Rule 10b5-1 trading plan is indicated.
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.
OppFi Inc. (OPFI) director, chief executive officer and ten percent owner Todd G. Schwartz reported an open-market purchase of 3,550 shares of Class A Common Stock on September 1, 2026 at a weighted average price of $6.9133 per share, through the TGS Revocable Trust, for which he serves as sole trustee.
After this transaction, the trust holds 615,883 shares indirectly attributed to him, in addition to 301,710 shares held directly, and indirect holdings of 24,656,083 shares by TGS Capital Group, LP and 1,949,309 shares by TGS MCS Capital Group LP, where he may be deemed to beneficially own interests but disclaims beneficial ownership except to the extent of his pecuniary interest. No Rule 10b5-1 trading plan is reported.
OppFi Inc. (OPFI) director, CEO and ten percent owner Todd G. Schwartz reported an open‑market purchase of 3,550 shares of Class A common stock on 2026-08-31 at a weighted average price of $6.9326 per share, through the TGS Revocable Trust, of which he is the sole trustee. Following this purchase, the trust held 612,333 shares. Schwartz also reported 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, with beneficial ownership of those partnership-held shares disclaimed except to the extent of his pecuniary interest.
OppFi Inc. (OPFI) reported that Chief Executive Officer and director Todd G. Schwartz, a more-than-10% owner, purchased 3,500 shares of Class A common stock on August 28, 2026 at a weighted average price of $7.1479 per share, with trade prices ranging from $7.04 to $7.23. The shares were acquired indirectly through the TGS Revocable Trust, for which Schwartz is the sole trustee, bringing that trust’s holdings to 608,783 shares. Schwartz also reports 301,710 shares held directly and indirect interests in 24,656,083 shares held by TGS Capital Group, LP and 1,949,309 shares held by TGS MCS Capital Group LP, which he may be deemed to beneficially own as manager of their general partners, while disclaiming beneficial ownership except to the extent of his pecuniary interest.
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.
OppFi Inc. (OPFI) reported that Chief Risk & Analytics Officer Christopher J. McKay sold 77,850 shares of Class A Common Stock on August 26, 2026. The filing states these shares were sold to satisfy tax liability related to restricted stock unit vesting and an April 28, 2026 corporate simplification. The weighted average sale price was $7.1779 per share, and McKay now directly holds 1,431,479 shares of OppFi Class A Common Stock.
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.
OppFi Inc. (OPFI) reported that Chief Executive Officer and director Todd G. Schwartz, through the TGS Revocable Trust for which he is sole trustee, purchased 3,475 shares of Class A Common Stock on 2026-08-25 at a weighted average price of $7.2531 per share, with trade prices ranging from $7.1284 to $7.32. Following this purchase, the TGS Revocable Trust holds 598,233 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, while disclaiming beneficial ownership of the partnership-held shares except to the extent of his pecuniary interest.
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.
OppFi Inc. (OPFI) reported that Chief Executive Officer and director Todd G. Schwartz, a more-than-10% owner, purchased 3,550 shares of Class A Common Stock on August 21, 2026 at a weighted average price of $7.0715 per share. The shares were bought in multiple transactions between $6.98 and $7.11 and are held indirectly through the TGS Revocable Trust, for which Schwartz is the sole trustee.
After this transaction, the TGS Revocable Trust held 591,283 shares. Separately, Schwartz reported 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, where he is manager of the general partners. He may be deemed to beneficially own those partnership-held shares but disclaims beneficial ownership except to the extent of his pecuniary interest.
OppFi Inc. (OPFI) reported that Chief Executive Officer and director Todd G. Schwartz, a more-than-ten-percent owner, purchased 3,450 shares of Class A Common Stock on August 20, 2026 at a weighted average price of $7.1296 per share, in multiple trades between $7.0033 and $7.21, through the TGS Revocable Trust, where he is sole trustee. Following this purchase, that trust holds 587,733 indirectly owned shares. Separate holding entries show 301,710 shares held directly, and additional indirect positions 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.
OppFi Inc. (OPFI) director David Vennettilli reported selling 28,485 shares of Class A Common Stock on August 19, 2026 at a weighted average price of $7.1605 per share. The shares were sold to satisfy tax liability related to restricted stock unit vesting and an April 28, 2026 corporate simplification. After the sale, he held 154,434 shares directly and 284,501 shares indirectly through the DAV 513 Revocable Trust, of which he is sole trustee and beneficiary.
OppFi Inc. (OPFI) reported an insider open-market purchase by Chief Executive Officer and director Todd G. Schwartz on August 19, 2026. An entity associated with him, the TGS Revocable Trust, purchased 3,500 shares of OppFi Class A Common Stock at a weighted average price of $7.1581 per share, with individual trade prices ranging from $7.0827 to $7.2345. Following this transaction, the trust held 584,283 shares indirectly attributed to Schwartz, for which he serves as sole trustee.
On the same date, Schwartz was also reported as holding 301,710 shares directly. In addition, entities for which he is the manager of the general partner held 24,656,083 shares through TGS Capital Group, LP and 1,949,309 shares through TGS MCS Capital Group LP, all reported as indirect ownership. Schwartz may be deemed to beneficially own the securities held by these partnerships but expressly disclaims beneficial ownership except to the extent of his pecuniary interest in them.
OppFi Inc. insider Todd G. Schwartz, its Chief Executive Officer and ten percent owner, reported an open-market purchase of 3,550 shares of Class A Common Stock on 2026-08-18 at a weighted average price of $7.0395, with individual trade prices ranging from $6.97 to $7.1832. The shares were acquired indirectly through the TGS Revocable Trust, where he is sole trustee, bringing that trust’s holdings to 580,783 shares. Schwartz also reports 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 he may be deemed to beneficially own securities but disclaims beneficial ownership except to the extent of his pecuniary interest.
OppFi Inc. (OPFI) reported that Chief Executive Officer and 10% owner Todd G. Schwartz, through the TGS Revocable Trust, purchased 3,500 shares of Class A Common Stock on 2026-08-17 at a weighted average price of $7.0028 per share, with individual trade prices ranging from $6.8522 to $7.0908. Following this transaction, the TGS Revocable Trust holds 577,233 shares indirectly for Schwartz, while he also holds 301,710 shares directly. Additional indirect holdings reported include 24,656,083 shares held by TGS Capital Group, LP and 1,949,309 shares held by TGS MCS Capital Group LP, where Schwartz is manager of each general partner and may be deemed to beneficially own those securities, but he disclaims beneficial ownership except to the extent of his pecuniary interest.
OppFi Inc. insider Todd G. Schwartz, the Chief Executive Officer and a greater-than-10% owner, reported purchasing 20,000 shares of Class A Common Stock on August 14, 2026 at a weighted average price of $7.2006 per share, with individual trade prices ranging from $7.10 to $7.41. The shares were acquired indirectly through the TGS Revocable Trust, where Schwartz is the sole trustee, bringing that trust’s reported holdings to 573,733 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.
OppFi Inc. director and Chief Executive Officer Todd G. Schwartz, a greater-than-10% owner, reported purchasing 60,000 shares of Class A common stock on August 13, 2026 at a weighted average price of $7.128 per share through the TGS Revocable Trust. The trust’s indirect holdings increased to 553,733 shares, alongside directly held 301,710 shares and additional indirect holdings through TGS Capital Group, LP and 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.
OppFi Inc. director, chief executive officer and more-than-10% holder Todd G. Schwartz reported an indirect open-market purchase of 60,000 shares of Class A common stock on August 12, 2026, at a weighted average price of $7.0498 per share, with individual trade prices ranging from $6.90 to $7.17. The shares were purchased through TGS Revocable Trust, for which Schwartz is the sole trustee, bringing that trust’s holdings to 493,733 shares. In addition, Schwartz reported 301,710 shares held directly, and indirect holdings of 24,656,083 shares through TGS Capital Group, LP and 1,949,309 shares through 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.
OppFi Inc. Chief Executive Officer Todd G. Schwartz reported routine share withholding to cover taxes on vested restricted stock units. On the settlement date, 7,140 shares of Class A Common Stock were disposed of at $9.93 per share through tax-withholding transactions, which are not open-market sales.
After these withholding events, Schwartz held 301,710 shares directly. He also had indirect interests, including 1,949,309 shares held by TGS MCS Capital Group LP, 24,656,083 shares held by TGS Capital Group, LP, and 433,733 shares held by TGS Revocable Trust, with certain interests subject to pecuniary-interest disclaimers.
OppFi Inc.'s Chief Risk & Analytics Officer Christopher J. McKay reported routine share withholdings tied to equity compensation, not open-market trades. On July 1, 2026, a total of 3,734 shares of OppFi Class A Common Stock were disposed of at $9.93 per share to cover tax obligations when restricted stock units vested. These F‑code transactions are described as payment of tax liability by delivering securities, and McKay continues to hold more than 1.5 million shares directly.
OppFi Inc. CFO Pamela D. Johnson reported a routine tax-related share withholding. On July 1, 2026, a total of 4,185 shares of OppFi Class A common stock were withheld at $9.93 per share to cover tax obligations when restricted stock units vested, rather than sold in the open market. After these transactions, she directly holds about 159,689 shares of OppFi Class A common stock.
OppFi Inc. director Jocelyn Moore sold 39,076 shares of Class A Common Stock in an open-market transaction at a weighted average price of $8.3155 per share. The sale occurred through multiple trades priced between $8.235 and $8.455 per share. Following the transaction, Moore directly holds 16,843 OppFi shares.
OppFi Inc. Chief Risk & Analytics Officer Christopher J. McKay reported an open-market sale of 23,683 shares of Class A Common Stock on June 12, 2026. The shares were sold at a weighted average price of $8.3526, with individual trade prices ranging from $8.35 to $8.375.
After this transaction, McKay directly holds 1,513,063 shares of OppFi Class A Common Stock, indicating the sale represents a relatively small portion of his reported holdings.
Zeeman Gregory T reported acquisition or exercise transactions in this Form 4 filing.
OppFi Inc. director Gregory T. Zeeman received a grant of 16,843 restricted stock units (RSUs) linked to Class A Common Stock. The award was made at no cash cost to him as part of the OppFi Inc. 2021 Equity Incentive Plan.
Each RSU represents a contingent right to receive one share of Class A Common Stock, par value $0.0001 per share. All RSUs will vest 100% on the earlier of the one-year anniversary of the grant date or the next annual stockholder meeting, if he continues serving the company. Following this grant, Zeeman directly holds 166,487 shares.
Vennettilli David reported acquisition or exercise transactions in this Form 4 filing.
OppFi Inc. director David Vennettilli reported equity awards and updated holdings. He received two grants of 25,265 restricted stock units (RSUs) each at a price of $0.00 per share under the OppFi Inc. 2021 Equity Incentive Plan.
One RSU grant will vest 100% on the earlier of the one-year anniversary of the grant date or the next annual stockholder meeting, subject to his continued service. The other represents deferred RSUs, with underlying shares issued on the earlier of June 8, 2029 or his separation from service. Following these awards, he holds 182,919 shares of Class A Common Stock directly and 284,501 shares indirectly through the DAV 513 Revocable Trust, where he is sole trustee and beneficiary.
SCHWARTZ THEODORE G reported acquisition or exercise transactions in this Form 4 filing.
OppFi Inc. director and 10% owner Theodore G. Schwartz reported an equity award and his updated holdings of Class A Common Stock. He received 16,843 restricted stock units (RSUs) under the OppFi Inc. 2021 Equity Incentive Plan, with each RSU representing one share of Class A Common Stock.
All of these RSUs will vest 100% on the earlier of the one-year anniversary of the grant date or the next annual stockholder meeting, subject to his continued service and plan terms. Following this grant, he holds 29,750 shares directly, in addition to 3,000,000 shares held by LTHS Revocable Trust and 18,887,359 shares held by LTHS Capital Group LP, which are reported as indirect holdings with a beneficial ownership disclaimer.
Moore Jocelyn reported acquisition or exercise transactions in this Form 4 filing.
OppFi Inc. director Jocelyn Moore received a grant of 16,843 restricted stock units (RSUs) of Class A Common Stock. The RSUs were awarded at no cash purchase price under the OppFi Inc. 2021 Equity Incentive Plan as part of equity compensation.
Each RSU represents a contingent right to receive one share of Class A Common Stock. All RSUs will vest 100% on the earlier of the one-year anniversary of the grant date or the next annual meeting of stockholders, subject to her continued service and the plan terms. Following this award, Moore holds 55,919 shares directly.
OppFi Inc. director Christina M. Favilla reported both a stock sale and an equity award. A joint revocable trust for Santo and Christina Favilla sold 30,000 shares of OppFi Class A Common Stock on June 8, 2026 at a weighted average price of $8.1392 per share, leaving 156,737 shares held indirectly. Separately, Favilla received a grant of 16,843 restricted stock units on June 9, 2026, increasing her directly held shares to 29,750. These RSUs vest 100% on the earlier of one year from grant or the next annual stockholder meeting, and certain deferred RSUs will settle in shares on June 8, 2029.
OppFi Inc. director David Vennettilli reported an open-market sale of 10,000 shares of Class A Common Stock at $10.00 per share. The sale was made under a pre-arranged Rule 10b5-1 trading plan adopted on December 9, 2025. After the sale, he holds 132,389 shares directly and 284,501 shares indirectly through the DAV 513 Revocable Trust, where he is sole trustee and beneficiary.
OppFi Inc. Chief Risk & Analytics Officer Christopher J. McKay reported a routine tax-related share disposition. On the reported date, 357 shares of Class A Common Stock were withheld to cover tax withholding obligations tied to settlement of a previously reported performance-based restricted stock unit award. After this withholding, McKay directly holds 1,536,746 shares of OppFi Class A Common Stock.
OppFi Inc. CFO Pamela D. Johnson reported that 469 shares of Class A Common Stock were withheld at $9.5100 per share on May 4, 2026 to cover tax obligations from the settlement of a previously reported performance-based restricted stock unit award. After this tax-withholding disposition, she directly holds 163,874 shares of OppFi Class A Common Stock.
OppFi Inc. director David Vennettilli reported internal equity restructuring involving Class A and Class V interests, without any open-market buying or selling. A trust associated with him, DAV 513 Revocable Trust, exercised Exchange Rights on April 28, 2026 to convert 284,501 Class A Common Units in Opportunity Financial, LLC into 284,501 shares of OppFi Class A Common Stock.
In connection with this exchange, 284,501 shares of Class V Common Stock, which represented voting, non-economic interests, were cancelled and disposed of to the issuer by OppFi Shares, LLC. After these transactions, Vennettilli also holds 142,389 shares of Class A Common Stock directly. The transactions reflect a shift from non-economic and non-voting positions into ordinary Class A equity.
OppFi Inc. insider Todd G. Schwartz reported a restructuring of his indirect ownership interests tied to a corporate simplification of Opportunity Financial, LLC. Entities associated with him, including TGS Capital Group LP and TGS MCS Capital Group LP, exercised Exchange Rights on Common Units of Opportunity Financial to receive shares of OppFi Class A Common Stock at no stated price.
In connection with this, OppFi Shares, LLC surrendered and had cancelled large blocks of Class V Common Stock as part of the Corporate Simplification Agreement, which eliminated these non‑economic voting shares when Common Units were exchanged. Following these transactions, Schwartz continues to hold Class A Common Stock both directly and indirectly through related entities, while prior Class V interests were surrendered back to the issuer.
OppFi Inc. director and 10% owner Theodore G. Schwartz reported a restructuring of his associated holdings through related entities. LTHS Revocable Trust and LTHS Capital Group LP exercised Exchange Rights on a combined 21,887,359 Class A Common Units of Opportunity Financial, receiving an equal number of OppFi Class A Common Stock shares. At the same time, OppFi Shares, LLC disposed of and cancelled 3,000,000 and 18,887,359 shares of Class V Common Stock in connection with those exchanges. Following these transactions, Schwartz also reports direct ownership of 12,907 shares of OppFi Class A Common Stock, while disclaiming beneficial ownership of certain indirect holdings except to the extent of his pecuniary interest.
OppFi Inc.’s Chief Risk & Analytics Officer, Christopher J. McKay, received a grant of 1,350,000 shares of Class A common stock at no cost. This occurred under a Corporate Simplification Agreement that converted Class A common units of Opportunity Financial into Class A common stock.
In connection with this simplification, entities associated with McKay surrendered 1,350,000 shares of Class V common stock and 1,350,000 Class A common units back to the issuer. Following these transactions, McKay directly holds 1,537,103 shares of Class A common stock, consolidating his economic and voting interests into a single class of shares.
OppFi Inc. reported that an affiliated entity linked to Chief Executive Officer Todd G. Schwartz disposed of Class V Common Stock in a non-market transaction. OppFi Shares, LLC surrendered and cancelled 50,000 shares of Class V Common Stock to the company in a disposition to the issuer.
The filing explains that Class V Common Stock represents voting, non-economic interests, with holders entitled to one vote per share on stockholder matters. After this cancellation, 58,638,241 shares of Class V Common Stock remain indirectly held through OppFi Shares, LLC, which is wholly owned by the TGS Revocable Trust for which Schwartz is sole trustee.
OppFi Inc. Chief Executive Officer Todd G. Schwartz reported equity compensation and related tax withholding transactions in Class A Common Stock. On April 1, 2026, he received a grant of 208,053 restricted stock units (RSUs) under the OppFi Inc. 2021 Equity Incentive Plan, each RSU representing one share of Class A Common Stock.
According to the terms, 25% of the RSUs vested immediately on the grant date and the remainder will vest in equal quarterly installments over three years, subject to continued service. On April 2, 2026, a total of 20,630 shares were withheld at $7.71 per share to satisfy tax obligations upon settlement of vested RSUs.
Following these transactions, Schwartz directly holds 308,850 shares of Class A Common Stock. He also indirectly holds 433,733 shares through the TGS Revocable Trust, for which he serves as sole trustee.
OppFi Inc. Chief Risk & Analytics Officer Christopher J. McKay received an award of 26,007 restricted stock units of Class A Common Stock under the company’s 2021 Equity Incentive Plan. A portion of these RSUs vested immediately, with the remainder vesting in equal quarterly installments over three years.
On settlement of vested RSUs, 4,922 shares were withheld at $7.71 per share to cover tax obligations, reported as three separate tax-withholding dispositions. After these transactions, McKay directly owns 187,103 shares of OppFi Class A Common Stock.
OppFi Inc. CFO Pamela D. Johnson reported equity compensation activity involving restricted stock units and related tax withholding. On April 1, 2026, she received a grant of 27,073 RSUs, each representing one share of OppFi Class A Common Stock under the 2021 Equity Incentive Plan.
25% of these RSUs vested immediately on the grant date, with the remainder scheduled to vest in equal quarterly installments over the next three years, subject to continued service and plan terms. On April 2, 2026, a total of 5,673 shares of Class A Common Stock were withheld at $7.71 per share to cover tax obligations upon settlement of vested RSUs.
After these tax-withholding dispositions, Johnson’s direct ownership stood at 166,327 shares of Class A Common Stock. The transactions reflect routine equity compensation vesting and associated tax withholding rather than open-market buying or selling.
OppFi Inc. director Jocelyn Moore reported an open-market sale of 8,190 shares of Class A common stock at $8.53 per share. The transaction was executed on March 12, 2026 under a pre-arranged Rule 10b5-1 trading plan adopted on December 11, 2025. After this sale, Moore directly holds 39,076 shares.
OppFi Inc. reported an insider-related transaction involving its voting-only Class V common stock. An entity associated with Chief Executive Officer Todd G. Schwartz, OppFi Shares, LLC, surrendered and cancelled 10,000 shares of Class V common stock to OppFi in a disposition to the issuer. These Class V shares represent non-economic interests that carry one vote per share but no direct economic rights. Following the transaction, 58,688,241 shares of Class V common stock remained held indirectly through OppFi Shares, LLC, with Schwartz noted as potential voting power holder through a trust relationship while disclaiming beneficial ownership except for any pecuniary interest.
OppFi Inc. CFO Pamela D. Johnson reported a routine share withholding related to equity compensation. On 02/03/2026, 541 shares of Class A common stock were withheld at $9.73 per share to cover tax obligations from a previously reported performance-based RSU award. After this tax withholding, Johnson directly beneficially owns 142,943 shares of OppFi Class A common stock.
OppFi Inc. officer Christopher J. McKay, the Chief Risk & Analytics Officer, reported a small share reduction due to tax withholding. On February 3, 2026, 363 shares of OppFi Class A common stock were withheld at $9.73 per share to satisfy tax obligations from a previously reported performance-based restricted stock unit award. After this withholding, McKay beneficially owned 166,018 shares of Class A common stock directly.
OppFi Inc. insider Todd G. Schwartz filed a Form 4 reporting a tax-related share withholding. On 01/02/2026, 3,048 shares of OppFi Class A common stock were withheld at a price of $10.30 per share to cover tax obligations upon settlement of vested restricted stock units.
After this transaction, Schwartz beneficially owned 121,427 Class A shares directly and 433,733 Class A shares indirectly through the TGS Revocable Trust, for which he is the sole trustee. Schwartz is listed as a director, Chief Executive Officer, and 10% owner of OppFi.
OppFi Inc. reported an insider equity transaction by its Chief Risk & Analytics Officer, Christopher J. McKay. On 01/02/2026, the company withheld shares of Class A common stock to cover tax obligations upon settlement of vested restricted stock units. The Form 4 shows two tax-withholding transactions, involving 2,398 and 1,667 shares at a price of $10.3 per share, coded as transaction type “F,” which indicates shares were withheld rather than sold in the open market.
OppFi Inc. Chief Financial Officer Pamela D. Johnson reported several share transactions in OppFi Class A common stock. On 01/02/2026, 2,330 shares and 2,025 shares were withheld to cover tax obligations tied to vested restricted stock units at prices of $10.30 per share. On 01/05/2026, she sold 5,084 shares at $10.24 per share in an open market transaction. After these transactions, Johnson directly owned 143,484 OppFi Class A shares. The sales were executed under a pre-arranged Rule 10b5-1 trading plan that she adopted on March 10, 2025.
OppFi Inc. director and 10% owner Theodore G. Schwartz reported a charitable gift of 186,737 shares of OppFi Class A common stock on 12/12/2025. The shares were transferred at a reported price of $0, and he now directly owns 12,907 OppFi Class A shares following this transaction.
OppFi director Jocelyn Moore reported selling 4,464 shares of the company's Class A common stock on December 11, 2025. The sale was executed at a weighted-average price of $10.9142 per share, with individual sale prices ranging from $10.90 to $10.925.
After this transaction, Moore beneficially owned 47,266 shares of OppFi Class A common stock, held directly.
OppFi Inc. (OPFI) director stock sale disclosed
A director of OppFi Inc., Jocelyn Moore, reported selling 20,200 shares of the company’s Class A common stock on 11/21/2025. The sale was executed at a weighted average price of $9.227 per share, with individual trade prices ranging from $9.20 to $9.285. After this transaction, the reporting person beneficially owns 51,730 shares of OppFi Class A common stock directly.
The filer notes that the reported price is a weighted average and that detailed breakdowns of the number of shares sold at each price within the stated range are available upon request to the company, its shareholders, or the SEC staff.