OPFI insider buying and SEC filings, explained
OppFi Inc. · CIK 1818502
Tracked: Forms 3/4/5, 8-K, NT · All filings on sec.gov
Company profile
- Exchanges
- NYSE
- Industry (SIC)
- Finance Services
- Fiscal year end
- Dec 31
- Former names
- FG New America Acquisition Corp.
Insider activity in the last 12 months
Bought
$1.5M
Insiders who bought
1
Sold (not marked 10b5-1)
$1.8M
Planned sales (10b5-1)
$244K
Insider purchases and sales, last 12 months
| Traded | Type | What was filed | Source |
|---|---|---|---|
| Sep 11–14, 2026 | Purchase (code P) | Todd G. Schwartz (CEO and Director) bought 5,240 shares indirectly (by trust) between Sep 11 and Sep 14 at about $7.90 ($41K), reported as a purchase (code P). Holdings by trust up 1% to 641,898 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Sep 15, 2026 |
| Sep 11, 2026 | Sale | Pamela D. Johnson (CFO) sold 8,650 shares at about $8.02 ($69K). Holdings down 5% to 151,039 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Sep 15, 2026 |
| Sep 10, 2026 | Purchase (code P) | Todd G. Schwartz (CEO and Director) bought 3,350 shares indirectly (by trust) at about $7.56 ($25K), reported as a purchase (code P). Holdings by trust up 1% to 636,658 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Sep 11, 2026 |
| Sep 9, 2026 | Purchase (code P) | Todd G. Schwartz (CEO and Director) bought 3,450 shares indirectly (by trust) at about $7.59 ($26K), reported as a purchase (code P). Holdings by trust up 1% to 633,308 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Sep 10, 2026 |
| Sep 8, 2026 | Purchase (code P) | Todd G. Schwartz (CEO and Director) bought 3,475 shares indirectly (by trust) at about $7.41 ($26K), reported as a purchase (code P). Holdings by trust up 1% to 629,858 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Sep 9, 2026 |
| Sep 4, 2026 | Purchase (code P) | Todd G. Schwartz (CEO and Director) bought 3,500 shares indirectly (by trust) at about $7.35 ($26K), reported as a purchase (code P). Holdings by trust up 1% to 626,383 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Sep 8, 2026 |
| Sep 3, 2026 | Purchase (code P) | Todd G. Schwartz (CEO and Director) bought 3,450 shares indirectly (by trust) at about $7.33 ($25K), reported as a purchase (code P). Holdings by trust up 1% to 622,883 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Sep 4, 2026 |
| Sep 2, 2026 | Purchase (code P) | Todd G. Schwartz (CEO and Director) bought 3,550 shares indirectly (by trust) at about $7.15 ($25K), reported as a purchase (code P). Holdings by trust up 1% to 619,433 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Sep 3, 2026 |
| Sep 1, 2026 | Purchase (code P) | Todd G. Schwartz (CEO and Director) bought 3,550 shares indirectly (by trust) at about $6.91 ($25K), reported as a purchase (code P). Holdings by trust up 1% to 615,883 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Sep 2, 2026 |
| Aug 31, 2026 | Purchase (code P) | Todd G. Schwartz (CEO and Director) bought 3,550 shares indirectly (by trust) at about $6.93 ($25K), reported as a purchase (code P). Holdings by trust up 1% to 612,333 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Sep 1, 2026 |
| Aug 28, 2026 | Purchase (code P) | Todd G. Schwartz (CEO and Director) bought 3,500 shares indirectly (by trust) at about $7.15 ($25K), reported as a purchase (code P). Holdings by trust up 1% to 608,783 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Aug 31, 2026 |
| Aug 27, 2026 | Purchase (code P) | Todd G. Schwartz (CEO and Director) bought 3,550 shares indirectly (by trust) at about $7.13 ($25K), reported as a purchase (code P). Holdings by trust up 1% to 605,283 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Aug 28, 2026 |
| Aug 26, 2026 | Sale | Christopher J. McKay (Chief Risk & Analytics Officer) sold 77,850 shares at about $7.18 ($559K). Holdings down 5% to 1,431,479 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Aug 28, 2026 |
| Aug 26, 2026 | Purchase (code P) | Todd G. Schwartz (CEO and Director) bought 3,500 shares indirectly (by trust) at about $7.19 ($25K), reported as a purchase (code P). Holdings by trust up 1% to 601,733 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Aug 27, 2026 |
| Aug 25, 2026 | Purchase (code P) | Todd G. Schwartz (CEO and Director) bought 3,475 shares indirectly (by trust) at about $7.25 ($25K), reported as a purchase (code P). Holdings by trust up 1% to 598,233 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Aug 26, 2026 |
| Aug 24, 2026 | Purchase (code P) | Todd G. Schwartz (CEO and Director) bought 3,475 shares indirectly (by trust) at about $7.15 ($25K), reported as a purchase (code P). Holdings by trust up 1% to 594,758 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Aug 25, 2026 |
| Aug 21, 2026 | Purchase (code P) | Todd G. Schwartz (CEO and Director) bought 3,550 shares indirectly (by trust) at about $7.07 ($25K), reported as a purchase (code P). Holdings by trust up 1% to 591,283 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Aug 24, 2026 |
| Aug 20, 2026 | Purchase (code P) | Todd G. Schwartz (CEO and Director) bought 3,450 shares indirectly (by trust) at about $7.13 ($25K), reported as a purchase (code P). Holdings by trust up 1% to 587,733 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Aug 21, 2026 |
| Aug 19, 2026 | Sale | David Vennettilli (Director) sold 28,485 shares at about $7.16 ($204K). Holdings down 16% to 154,434 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Aug 21, 2026 |
| Aug 19, 2026 | Purchase (code P) | Todd G. Schwartz (CEO and Director) bought 3,500 shares indirectly (by trust) at about $7.16 ($25K), reported as a purchase (code P). Holdings by trust up 1% to 584,283 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Aug 20, 2026 |
| Aug 18, 2026 | Purchase (code P) | Todd G. Schwartz (CEO and Director) bought 3,550 shares indirectly (by trust) at about $7.04 ($25K), reported as a purchase (code P). Holdings by trust up 1% to 580,783 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Aug 19, 2026 |
| Aug 17, 2026 | Purchase (code P) | Todd G. Schwartz (CEO and Director) bought 3,500 shares indirectly (by trust) at about $7.00 ($25K), reported as a purchase (code P). Holdings by trust up 1% to 577,233 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Aug 18, 2026 |
| Aug 14, 2026 | Purchase (code P) | Todd G. Schwartz (CEO and Director) bought 20,000 shares indirectly (by trust) at about $7.20 ($144K), reported as a purchase (code P). Holdings by trust up 4% to 573,733 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Aug 14, 2026 |
| Aug 13, 2026 | Purchase (code P) | Todd G. Schwartz (CEO and Director) bought 60,000 shares indirectly (by trust) at about $7.13 ($428K), reported as a purchase (code P). Holdings by trust up 12% to 553,733 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Aug 13, 2026 |
| Aug 12, 2026 | Purchase (code P) | Todd G. Schwartz (CEO and Director) bought 60,000 shares indirectly (by trust) at about $7.05 ($423K), reported as a purchase (code P). Holdings by trust up 14% to 493,733 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Aug 12, 2026 |
| Jun 15, 2026 | Sale | Jocelyn Moore (Director) sold 39,076 shares at about $8.32 ($325K). Holdings down 70% to 16,843 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Jun 17, 2026 |
| Jun 12, 2026 | Sale | Christopher J. McKay (Chief Risk & Analytics Officer) sold 23,683 shares at about $8.35 ($198K). Holdings down 2% to 1,513,063 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Jun 16, 2026 |
| Jun 8, 2026 | Sale | Christina M Favilla (Director) sold 30,000 shares indirectly (by trust) at about $8.14 ($244K). Holdings by trust down 16% to 156,737 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Jun 10, 2026 |
| May 4, 2026 | Planned (10b5-1) | David Vennettilli (Director) sold 10,000 shares at $10.00 ($100K), marked as a 10b5-1 plan trade. Holdings down 7% to 132,389 shares. | SEC filing Filed May 6, 2026 |
| Mar 12, 2026 | Planned (10b5-1) | Jocelyn Moore (Director) sold 8,190 shares at $8.53 ($70K), marked as a 10b5-1 plan trade. Holdings down 17% to 39,076 shares. | SEC filing Filed Mar 16, 2026 |
| Jan 5, 2026 | Planned (10b5-1) | Pamela D. Johnson (CFO) sold 5,084 shares at $10.24 ($52K), marked as a 10b5-1 plan trade. Holdings down 3% to 143,484 shares. | SEC filing Filed Jan 6, 2026 |
| Dec 11, 2025 | Sale | Jocelyn Moore (Director) sold 4,464 shares at about $10.91 ($49K). Holdings down 9% to 47,266 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Dec 15, 2025 |
| Nov 21, 2025 | Sale | Jocelyn Moore (Director) sold 20,200 shares at about $9.23 ($186K). Holdings down 28% to 51,730 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Nov 25, 2025 |
| Nov 3, 2025 | Planned (10b5-1) | Pamela D. Johnson (CFO) sold 1,129 shares at $10.00 ($11K), marked as a 10b5-1 plan trade. Holdings down 1% to 153,392 shares. | SEC filing Filed Nov 5, 2025 |
| Nov 3, 2025 | Planned (10b5-1) | Christopher J. McKay (Chief Risk & Analytics Officer) sold 1,107 shares at $9.85 ($11K), marked as a 10b5-1 plan trade. Holdings down 1% to 171,022 shares. | SEC filing Filed Nov 5, 2025 |
30 routine transactions (such as grants, option exercises or tax withholding) are not listed.
Cluster buys
No cluster buys in the last 12 months.
Red flags
No red flags in the last 12 months.
Key events
No key events in the last 12 months.
8-K filings, last 12 months
| Filed | Items | Tag | Source |
|---|---|---|---|
| Nov 3, 2026, 8:36 AM ET 8-K | Reg FD disclosure (Item 7.01) Other event (Item 8.01) | SEC filing | |
| Oct 27, 2026, 7:12 PM ET 8-K | Earnings released (Item 2.02) Reg FD disclosure (Item 7.01) | SEC filing |
Red flags are objective triggers only: the item or form filed, never an opinion.
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