Welcome to our dedicated page for OppFi SEC filings (Ticker: OPFI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
OppFi Inc. filings document a public digital-finance company with Class A common stock and warrants, bank-partner consumer-credit operations, and receivables-based funding arrangements. Form 8-K reports furnish quarterly and annual financial results, earnings presentations, Regulation FD materials, share repurchase authorizations, and material definitive agreements involving OppFi-LLC and related funding subsidiaries.
Proxy materials cover annual-meeting voting matters, director elections, board governance, and stockholder procedures. Credit-agreement disclosures describe revolving facilities, borrowing-base mechanics, eligible receivables, seller subsidiaries, collateral and performance triggers, covenants, maturity terms, and default provisions that support OppFi's finance-charge revenue model.
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.
OppFi Inc. furnished an investor presentation highlighting strong recent growth and a planned acquisition of BNCCORP, Inc. to create a broader digital banking platform. The company reports 11 consecutive years of positive net income, with total revenue rising from $509M in FY 2023 to $597M in FY 2025 and adjusted net income increasing from $41M to $140M over the same period.
Adjusted return on equity reached 51.5% and adjusted return on assets 20.0% in 2025, supported by operating expense leverage and lower debt. OppFi targets $500M in adjusted net income within five years by combining with BNCCORP, expanding nationally across consumer and small business products, and lowering funding costs using bank deposits.
OPFI reported Form 144 notice for Class A shares indicating proposed sales under Rule 144. The filing lists multiple restricted stock vesting events dated 06/07/2023, 06/04/2024 and 06/09/2026 with respective share counts 10,036, 16,133 and 12,907. A numeric line shows 39,076, 330,192.20, and 85,393,248 alongside 06/15/2026.
OPFI submitted a Rule 144 notice reporting Class A securities to be sold and recent restricted‑stock vesting events. The filing lists an intermediary, Fidelity Brokerage Services LLC, with numeric entries including 23683, 197814.74, and 85393248 and a market venue NYSE with the date 06/12/2026. The excerpt also records restricted stock vesting on 01/02/2025 for 8,397 shares and on 04/01/2026 for 15,286 shares.
OppFi Inc. reported the results of its 2026 Annual Meeting of Stockholders. Of 85,377,560 shares entitled to vote, 78,986,471.30 shares were represented, providing a quorum. Stockholders elected directors Theodore Schwartz and Greg Zeeman to serve until the 2029 annual meeting.
Stockholders approved, on a non-binding advisory basis, the 2025 compensation of the company’s named executive officers and selected a 1-year frequency for future advisory votes on executive pay. They also ratified the appointment of RSM US LLP as OppFi’s independent registered public accounting firm for the 2026 fiscal year. The board decided to hold future advisory votes on executive compensation every year unless it later determines a different frequency is in the company’s best interest or a new frequency vote is required.
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 157,654 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.