🕵️ Oppfi Inc. ($OPFI-WT)
SEC insider & ownership activity, last 12 months · CIK 1818502 · every row links its SEC filing
Over the last 12 months insiders sold $4.2M with no open-market buying against it. Theodore G. Schwartz sold $2.7M through a 10b5-1 trading plan in 6 lots (Aug). Todd G. Schwartz trimmed 67.9% → 32.0%; Aristeia Capital, L.L.C. added 5.1% → 7.3%. 2 red-flag 8-Ks in the window, most recently Debt acceleration (2.04), Apr 10, 2026.
Monthly net open-market insider flow, last 12 months (up = net buying)
Insider flow
0 buyers, $0 (0 lots) · 6 sellers, $4.2M (20 lots)
| Insider | Buys | Bought | Sells | Sold | Last |
|---|---|---|---|---|---|
| Theodore G. Schwartz | 0 | – | 6 | $2.7M | Aug 13, 2025 |
| Moore Jocelyn | 0 | – | 4 | $630K | Jun 15, 2026 |
| Christopher J. McKay | 0 | – | 4 | $321K | Jun 12, 2026 |
| Christina M. Favilla | 0 | – | 1 | $244K | Jun 8, 2026 |
| Pamela D. Johnson | 0 | – | 4 | $137K | Jan 5, 2026 |
| Vennettilli David | 0 | – | 1 | $100K | May 4, 2026 |
5%+ holders
| Holder | Stake | Class | Schedule | Event | |
|---|---|---|---|---|---|
| Todd G. Schwartz | 32.0% | 13D | Apr 28, 2026 | filing ↗ | |
| TGS Capital Group, LP | 28.9% | 13D | Apr 28, 2026 | filing ↗ | |
| Theodore G. Schwartz | 25.6% | 13D | Apr 28, 2026 | filing ↗ | |
| LTHS Capital Group LP | 22.1% | 13D | Apr 28, 2026 | filing ↗ | |
| Wellington Management Group LLP | 9.9% | 13G | May 15, 2026 | filing ↗ | |
| Wellington Group Holdings LLP | 9.9% | 13G | May 15, 2026 | filing ↗ | |
| Wellington Investment Advisors Holdings LLP | 9.9% | 13G | May 15, 2026 | filing ↗ | |
| Wellington Management Company LLP | 9.5% | 13G | May 15, 2026 | filing ↗ | |
| LMR Partners LLP | 7.7% | 13G | Nov 14, 2025 | filing ↗ | |
| LMR Partners Ltd | 7.7% | 13G | Nov 14, 2025 | filing ↗ | |
| LMR Partners LLC | 7.7% | 13G | Nov 14, 2025 | filing ↗ | |
| LMR Partners AG | 7.7% | 13G | Nov 14, 2025 | filing ↗ | |
| LMR Partners (DIFC) Ltd | 7.7% | 13G | Nov 14, 2025 | filing ↗ | |
| LMR Partners (IRELAND) Limited | 7.7% | 13G | Nov 14, 2025 | filing ↗ | |
| Ben Levine | 7.7% | 13G | Nov 14, 2025 | filing ↗ | |
| Stefan Renold | 7.7% | 13G | Nov 14, 2025 | filing ↗ | |
| Aristeia Capital, L.L.C. | 7.3% | 13G | Nov 14, 2025 | filing ↗ | |
| Wellington Trust Company, NA | 5.5% | 13G | May 15, 2026 | filing ↗ | |
| Vanguard Capital Management | 5.2% | 13G | Apr 30, 2026 | filing ↗ | |
| Blackrock, Inc. | exited | Class A | 13G | Jul 29, 2026 | filing ↗ |
Planned insider sales (Form 144)
| Seller | Planned | Approx. sale date | |
|---|---|---|---|
| Moore Jocelyn | $330K | Jun 15, 2026 | filing ↗ |
| Christopher J. McKay | $198K | Jun 12, 2026 | filing ↗ |
| Christina M. Favilla | $244K | Jun 8, 2026 | filing ↗ |
| Vennettilli David | $100K | May 4, 2026 | filing ↗ |
| Moore Jocelyn | $70K | Mar 12, 2026 | filing ↗ |
| Pamela D. Johnson | $52K | Jan 5, 2026 | filing ↗ |
| Moore Jocelyn | $49K | Dec 11, 2025 | filing ↗ |
| Moore Jocelyn | $186K | Nov 21, 2025 | filing ↗ |
| Christopher J. McKay | $11K | Nov 3, 2025 | filing ↗ |
| Pamela D. Johnson | $11K | Nov 3, 2025 | filing ↗ |
| Pamela D. Johnson | $62K | Oct 2, 2025 | filing ↗ |
| Christopher J. McKay | $101K | Oct 2, 2025 | filing ↗ |
| Pamela D. Johnson | $12K | Aug 4, 2025 | filing ↗ |
| Christopher J. McKay | $12K | Aug 4, 2025 | filing ↗ |
Material events (8-K)
| Item | Event date | |
|---|---|---|
| Reg FD disclosure (7.01) | Jun 16, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Jun 16, 2026 | filing ↗ |
| Shareholder vote (5.07) | Jun 9, 2026 | filing ↗ |
| Earnings (2.02) | May 6, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | May 6, 2026 | filing ↗ |
| Other events (8.01) | May 6, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | May 6, 2026 | filing ↗ |
| Material agreement (1.01) | Apr 28, 2026 | filing ↗ |
| Agreement terminated (1.02) | Apr 28, 2026 | filing ↗ |
| Unregistered equity sale (3.02) | Apr 28, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | Apr 28, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Apr 28, 2026 | filing ↗ |
| Material agreement (1.01) | Apr 10, 2026 | filing ↗ |
| Agreement terminated (1.02) | Apr 10, 2026 | filing ↗ |
| New financial obligation (2.03) | Apr 10, 2026 | filing ↗ |
| Debt acceleration (2.04) | Apr 10, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Apr 10, 2026 | filing ↗ |
| Earnings (2.02) | Mar 11, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | Mar 11, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Mar 11, 2026 | filing ↗ |
| Earnings (2.02) | Oct 29, 2025 | filing ↗ |
| Reg FD disclosure (7.01) | Oct 29, 2025 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Oct 29, 2025 | filing ↗ |
| Material agreement (1.01) | Sep 29, 2025 | filing ↗ |
| Agreement terminated (1.02) | Sep 29, 2025 | filing ↗ |
| New financial obligation (2.03) | Sep 29, 2025 | filing ↗ |
| Debt acceleration (2.04) | Sep 29, 2025 | filing ↗ |
| Reg FD disclosure (7.01) | Sep 29, 2025 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Sep 29, 2025 | filing ↗ |
| Reg FD disclosure (7.01) | Aug 26, 2025 | filing ↗ |