SEC ownership of OppFi Inc.

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001818502.

Comparable stake leader

Todd G. Schwartz

Disclosed value leader

Todd G. Schwartz

Comparable rows

50/50

Latest evidence

01 Jul 2026

Top shareholders Insider holders Latest transactions
Public ticker
OPFI, OPFI-WT on NYSE
Parsed ownership sources
13D/G, 3/4/5, and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
Largest SEC-reported holder
Todd G. Schwartz
Ranking: Comparable ownership first, then disclosed value
Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 3 signals
Comparable ownership rows
50 of 50
Meaning: Rows with safely comparable ownership %
Latest 13D/G holder
Todd G. Schwartz
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date
01 Jul 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0001818502
Issuer location
Chicago, IL

Ownership snapshot

Top shareholders of OppFi Inc. (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Todd G. Schwartz
Disclosed value leader
Todd G. Schwartz
Comparable rows
50/50
Latest evidence
01 Jul 2026
13D/G 3/4/5 13F Lead comparable stake: 32% 13D/G row: Todd G. Schwartz Showing 1-8 of 50 holder rows.

Quick read

Todd G. Schwartz leads the comparable SEC ownership view at 32%.

50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Todd G. Schwartz's linked filing trail.
Comparable ownership Top 5
Todd G. Schwartz 32%
WELLINGTON MANAGEMENT GROUP LLP 9.9%
LMR Partners LLP 7.7%
ARISTEIA CAPITAL, L.L.C. 7.3%
WELLINGTON TRUST Co N A 5.5%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 50 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Todd G. Schwartz
13D/G 3/4/5
Chief Executive Officer, Director, 10%+ Owner
13D/G 3/4/5
32%
$246,405,255
27,347,975 shares
 -$288,075,604 28 Apr 2026
WELLINGTON MANAGEMENT GROUP LLP
13D/G 13F
Company
13D/G 13F
9.9%
$20,462,707
2,630,168 shares
 +$1,214,193 31 Mar 2026
LMR Partners LLP
13D/G 13F
Company
13D/G 13F
7.7%
$26,404,259
2,330,473 shares
 +$4,904,984 30 Sep 2025
ARISTEIA CAPITAL, L.L.C.
13D/G 13F
Company
13D/G 13F
7.3%
$4,966,540
2,185,496 shares
 +$1,536,044 30 Sep 2025
WELLINGTON TRUST Co N A
13D/G
Wellington Trust Company, NA
13D/G
5.5%
$11,374,632
1,462,035 shares
 $0 31 Mar 2026
VANGUARD CAPITAL MANAGEMENT LLC
13D/G 13F
Vanguard Capital Management · Company
13D/G 13F
2.9%
$22,329,049
2,456,441 shares
 +$9,934,925 30 Jun 2026
BlackRock, Inc.
13D/G 13F
Company
13D/G 13F
2.3%
$19,540,125
1,967,787 shares
 +$837,893 30 Jun 2026
Theodore G. Schwartz
3/4/5
Director, 10%+ Owner
3/4/5
26%
$168,980,909
21,917,109 shares
 -$2,727,945 09 Jun 2026
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Net insider flow leans to selling over the last 12 months. Net value: -$4,160,263.

Buys
$0
Insiders: 0
Sells
$4,160,263
Insiders: 6
Net
-$4,160,263
Shares: -409,696
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 0 Shares: 409,696
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 0 102,759 $0 $866,927 -$866,927
3-6 0 8,190 $0 $69,861 -$69,861
6-9 0 29,748 $0 $287,167 -$287,167
9-12 0 268,999 $0 $2,936,308 -$2,936,308

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-14 of 14 reporting-owner rows connected to OppFi Inc.. Open a relationship link for the CIK-to-CIK filing trail.

Rows
14
Largest Forms 3/4/5 holder
Todd G. Schwartz
Net 12M change
-$4,160,262
Latest report
01 Jul 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Todd G. Schwartz Chief Executive Officer, Director, 10%+ Owner $210,797,836 Mixed 01 Jul 2026
Theodore G. Schwartz Director, 10%+ Owner $168,980,909 -$2,727,945 -1.6% Mixed 09 Jun 2026
Jared Kaplan Director $19,103,542 Mixed 06 Jan 2022
Christopher J. McKay Chief Risk & Analytics Officer $11,708,786 -$321,480 -2.7% Mixed 01 Jul 2026
Blackstone Holdings I L.P. 10%+ Owner $7,519,689 Filing P/S 21 Oct 2021
Larry G. Swets Jr. Chief Executive Officer, Director, 10%+ Owner $5,768,700 Mixed 30 Jun 2021
David Vennettilli Director $3,603,807 -$100,000 -2.7% Mixed 09 Jun 2026
Christina M. Favilla Director $1,505,085 -$244,176 -14% Mixed 08 Jun 2026
Zeeman Gregory T. Director $1,283,614 Mixed 09 Jun 2026
Pamela D. Johnson Cfo $1,250,605 -$136,757 -9.9% Mixed 01 Jul 2026
Neville Crawley President $892,145 Mixed 01 Oct 2021
Shiven Shah Chief Financial Officer $267,645 Mixed 01 Oct 2021
Jocelyn Moore Director $140,057 -$629,904 -82% Filing P/S 15 Jun 2026
Salvador Hazday Chief Operating Officer Mixed 21 Jul 2021

Recent insider transactions for OppFi Inc.

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
Todd G. Schwartz OPFI Class A Common Stock Tax liability -2.31% -7,140 301,710 01 Jul 2026 Direct
Christopher J. McKay OPFI Class A Common Stock Tax liability -0.25% -3,734 1,509,329 01 Jul 2026 Direct
Pamela D. Johnson OPFI Class A Common Stock Tax liability -2.55% -4,185 159,689 01 Jul 2026 Direct
Jocelyn Moore OPFI Class A Common Stock Sale -69.9% $324,936 $8.32 -39,076 16,843 15 Jun 2026 Direct
Christopher J. McKay OPFI Class A Common Stock Sale -1.54% $197,815 $8.35 -23,683 1,513,063 12 Jun 2026 Direct
Zeeman Gregory T. OPFI Class A Common Stock Award 11.3% 16,843 166,487 09 Jun 2026 Direct
David Vennettilli OPFI Class A Common Stock Award 38.2% 50,530 182,919 09 Jun 2026 Direct
Theodore G. Schwartz OPFI Class A Common Stock Award 130.5% 16,843 29,750 09 Jun 2026 Direct
Jocelyn Moore OPFI Class A Common Stock Award 43.1% 16,843 55,919 09 Jun 2026 Direct
Christina M. Favilla OPFI Class A Common Stock Award 130.5% 16,843 29,750 09 Jun 2026 Direct
Christina M. Favilla OPFI Class A Common Stock Sale -16.1% $244,176 $8.14 -30,000 156,737 08 Jun 2026 By Santo Favilla and Christina Favilla Joint Revocable Trust
David Vennettilli OPFI Class A Common Stock Sale -7.02% $100,000 $10.00 -10,000 132,389 04 May 2026 Direct
Christopher J. McKay OPFI Class A Common Stock Tax liability -0.02% -357 1,536,746 04 May 2026 Direct
Pamela D. Johnson OPFI Class A Common Stock Tax liability -0.29% -469 163,874 04 May 2026 Direct
David Vennettilli OPFI Class A Common Stock Options Exercise 284,501 284,501 28 Apr 2026 By DAV 513 Revocable Trust
David Vennettilli OPFI Class V Common Stock Disposed to Issuer -100% -284,501 0 28 Apr 2026 By OppFi Shares, LLC
David Vennettilli OPFI Class A Common Units Options Exercise -100% -284,501 0 28 Apr 2026 By DAV 513 Revocable Trust
Todd G. Schwartz OPFI Class A Common Stock Options Exercise 1,949,309 1,949,309 28 Apr 2026 By TGS MCS Capital Group LP
Todd G. Schwartz OPFI Class A Common Stock Options Exercise 24,656,083 24,656,083 28 Apr 2026 By TGS Capital Group, LP
Todd G. Schwartz OPFI Class V Common Stock Disposed to Issuer -100% -58,638,241 0 28 Apr 2026 By OppFi Shares, LLC
Todd G. Schwartz OPFI Class A Common Units Options Exercise -100% -1,949,309 0 28 Apr 2026 By TGS MCS Capital Group LP
Todd G. Schwartz OPFI Class A Common Units Options Exercise -100% -24,656,083 0 28 Apr 2026 By TGS Capital Group, LP
Theodore G. Schwartz OPFI Class A Common Stock Options Exercise 3,000,000 3,000,000 28 Apr 2026 By LTHS Revocable Trust
Theodore G. Schwartz OPFI Class A Common Stock Options Exercise 18,887,359 18,887,359 28 Apr 2026 By LTHS Capital Group LP
Theodore G. Schwartz OPFI Class V Common Stock Disposed to Issuer -100% -21,887,359 0 28 Apr 2026 By OppFi Shares, LLC
Theodore G. Schwartz OPFI Class A Common Units Options Exercise -100% -3,000,000 0 28 Apr 2026 By LTHS Revocable Trust
Theodore G. Schwartz OPFI Class A Common Units Options Exercise -100% -18,887,359 0 28 Apr 2026 By LTHS Capital Group LP
Christopher J. McKay OPFI Class A Common Stock Award 721.5% 1,350,000 1,537,103 28 Apr 2026 Direct
Christopher J. McKay OPFI Class V Common Stock Disposed to Issuer -100% -1,350,000 0 28 Apr 2026 By OppFi Shares, LLC
Christopher J. McKay OPFI Class A Common Units Disposed to Issuer -100% -1,350,000 0 28 Apr 2026 By OppFi Management Holdings, LLC
Todd G. Schwartz OPFI Class V Common Stock Disposed to Issuer -0.09% -50,000 58,638,241 20 Apr 2026 By OppFi Shares, LLC
Todd G. Schwartz OPFI Class A Common Stock Tax liability -6.26% -20,630 308,850 02 Apr 2026 Direct
Christopher J. McKay OPFI Class A Common Stock Tax liability -2.56% -4,922 187,103 02 Apr 2026 Direct
Pamela D. Johnson OPFI Class A Common Stock Tax liability -3.34% -5,673 164,343 02 Apr 2026 Direct
Todd G. Schwartz OPFI Class A Common Stock Award 171.3% 208,053 329,480 01 Apr 2026 Direct
Christopher J. McKay OPFI Class A Common Stock Award 15.7% 26,007 192,025 01 Apr 2026 Direct
Pamela D. Johnson OPFI Class A Common Stock Award 18.9% 27,073 170,016 01 Apr 2026 Direct
Jocelyn Moore OPFI Class A Common Stock Sale -17.3% $69,861 $8.53 -8,190 39,076 12 Mar 2026 Direct
Todd G. Schwartz OPFI Class V Common Stock Disposed to Issuer -0.02% -10,000 58,688,241 27 Feb 2026 By OppFi Shares, LLC
Pamela D. Johnson OPFI Class A Common Stock Tax liability -0.38% -541 142,943 03 Feb 2026 Direct
Christopher J. McKay OPFI Class A Common Stock Tax liability -0.22% -363 166,018 03 Feb 2026 Direct
Pamela D. Johnson OPFI Class A Common Stock Sale -3.42% $52,060 $10.24 -5,084 143,484 05 Jan 2026 Direct
Todd G. Schwartz OPFI Class A Common Stock Tax liability -2.45% -3,048 121,427 02 Jan 2026 Direct
Christopher J. McKay OPFI Class A Common Stock Tax liability -2.38% -4,065 166,381 02 Jan 2026 Direct
Pamela D. Johnson OPFI Class A Common Stock Tax liability -2.85% -4,355 148,568 02 Jan 2026 Direct
Theodore G. Schwartz OPFI Class A Common Stock Gift -93.5% -186,737 12,907 12 Dec 2025 Direct
Jocelyn Moore OPFI Class A Common Stock Sale -8.63% $48,721 $10.91 -4,464 47,266 11 Dec 2025 Direct
Jocelyn Moore OPFI Class A Common Stock Sale -28.1% $186,385 $9.23 -20,200 51,730 21 Nov 2025 Direct
Christopher J. McKay OPFI Class A Common Stock Tax liability -0.34% -576 170,446 03 Nov 2025 Direct
Christopher J. McKay OPFI Class A Common Stock Sale -0.64% $10,904 $9.85 -1,107 171,022 03 Nov 2025 Direct
* marks a reported price that did not pass the local price check.
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