A Form 4 filed on September 15, 2026 with the SEC reports that Todd G. Schwartz, Chief Executive Officer and Director of OppFi Inc. (NYSE:OPFI), purchased a combined 5,240 shares of Class A Common Stock through the TGS Revocable Trust across two transactions on September 11 and September 14, 2026.

Key Highlights

  • First purchase: 3,300 shares of Class A Common Stock acquired on September 11, 2026 at a weighted average price of $7.9639, with individual transaction prices ranging from $7.86 to $8.06.
  • Second purchase: 1,940 shares acquired on September 14, 2026 at a weighted average price of $7.7962, with individual transaction prices ranging from $7.7251 to $7.95.
  • Holding vehicle: Both purchases were made indirectly through the TGS Revocable Trust, of which Schwartz is the sole trustee.
  • Post-transaction indirect trust position: 641,898 shares of Class A Common Stock held through the TGS Revocable Trust following the second purchase.
  • Additional indirect holdings: 24,656,083 shares held through TGS Capital Group, LP and 1,949,309 shares through TGS MCS Capital Group LP, both indirectly attributed to Schwartz.
  • Direct holdings: 301,710 shares of Class A Common Stock held directly by Schwartz as reported in the filing.

Schwartz Adds to OppFi Stake via Trust in Back-to-Back Open-Market Purchases

According to the filing, Todd G. Schwartz, who serves as Chief Executive Officer, Director, and a greater-than-10% owner of OppFi Inc. (NYSE:OPFI), executed two open-market purchase transactions in Class A Common Stock between September 11 and September 14, 2026. Both transactions were conducted indirectly through the TGS Revocable Trust, for which Schwartz is identified as sole trustee. Each transaction involved multiple individual trades executed at varying prices, with the filing disclosing weighted average prices for each date as required under SEC reporting rules.

The September 11 purchase of 3,300 shares carried a weighted average price of $7.9639, with prices in the range of $7.86 to $8.06 per share. The September 14 purchase of 1,940 shares carried a weighted average price of $7.7962, with prices ranging from $7.7251 to $7.95 per share. The filing notes that Schwartz undertakes to provide full per-share pricing detail upon request to the issuer, any security holder, or SEC staff. Following both transactions, the TGS Revocable Trust position stood at 641,898 shares, the filing discloses.

In addition to the trust position, the filing attributes to Schwartz indirect beneficial ownership of 24,656,083 shares through TGS Capital Group, LP and 1,949,309 shares through TGS MCS Capital Group LP. The filing states that Schwartz is the manager of the general partner of each entity but that he "disclaims beneficial ownership of such securities, except to the extent of his pecuniary interest therein." Schwartz also holds 301,710 shares directly, according to the filing. The Form 4 was signed by Marv Gurevich, Esq., as attorney-in-fact for Todd G. Schwartz, and filed on September 15, 2026.

What Was Disclosed

The filing reports two open-market purchases of OppFi Class A Common Stock by CEO Todd G. Schwartz, totaling 5,240 shares acquired indirectly through the TGS Revocable Trust on September 11 and September 14, 2026, at weighted average prices of $7.9639 and $7.7962, respectively.