Through the 90-day period concluding January 29, 2026, OppFi's top three insider stakeholders include Director Jared Kaplan (8.41Mn shares), Chief Risk & Analytics Officer Christopher J. Mckay (1.52Mn shares), TenPercentOwner Holdings I L.P. Blackstone (1.07Mn shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Jared Kaplan | 8,407,879 | 10 Jan, 2022 | |
| Christopher J. Mckay | Chief Risk & Analytics Officer | 1,516,381 | 06 Jan, 2026 |
| Holdings I L.P. Blackstone | 1,074,134 | 25 Oct, 2021 | |
| Todd G. Schwartz | Chief Executive Officer | 555,160 | 06 Jan, 2026 |
| David Vennettilli | 426,890 | 12 Jun, 2025 | |
| Christina M Favilla | 199,644 | 12 Jun, 2025 | |
| Gregory T Zeeman | 149,644 | 12 Jun, 2025 | |
| Pamela D. Johnson | Cfo | 143,484 | 06 Jan, 2026 |
| Jocelyn Moore | 47,266 | 15 Dec, 2025 | |
| Larry G Jr Swets | Chief Executive Officer | 40,000 | 02 Jul, 2021 |
| Theodore G Schwartz | 12,907 | 16 Dec, 2025 | |
| Kyle Cerminara | President | 5,892 | 05 Apr, 2021 |
| Hassan Baqar | Chief Financial Officer | 2,500 | 05 Apr, 2021 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 05 Jan, 2026 | Pamela D. Johnson | Class A Common Stock | D | 5,084 | $10.24 | 143,484 | D | S |
| 02 Jan, 2026 | Todd G. Schwartz | Class A Common Stock | D | 3,048 | $10.30 | 121,427 | D | F |
| 02 Jan, 2026 | Pamela D. Johnson | Class A Common Stock | D | 2,025 | $10.30 | 148,568 | D | F |
| 02 Jan, 2026 | Pamela D. Johnson | Class A Common Stock | D | 2,330 | $10.30 | 150,593 | D | F |
| 02 Jan, 2026 | Christopher J. Mckay | Class A Common Stock | D | 2,398 | $10.30 | 168,048 | D | F |
| 02 Jan, 2026 | Christopher J. Mckay | Class A Common Stock | D | 1,667 | $10.30 | 166,381 | D | F |
| 12 Dec, 2025 | Theodore G Schwartz | Class A Common Stock | D | 186,737 | $0.00 | 12,907 | D | G |
| 12 Dec, 2025 | Theodore G Schwartz | - | - | 12,907 | D | |||
| 11 Dec, 2025 | Jocelyn Moore | Class A Common Stock | D | 4,464 | $10.91 | 47,266 | D | S |
| 21 Nov, 2025 | Jocelyn Moore | - | - | 51,730 | D | |||
| 21 Nov, 2025 | Jocelyn Moore | Class A Common Stock | D | 20,200 | $9.23 | 51,730 | D | S |
| 03 Nov, 2025 | Pamela D. Johnson | Class A Common Stock | D | 1,129 | $10.00 | 153,392 | D | S |
| 03 Nov, 2025 | Pamela D. Johnson | Class A Common Stock | D | 469 | $10.05 | 152,923 | D | F |
| 03 Nov, 2025 | Christopher J. Mckay | Class A Common Stock | D | 576 | $10.05 | 170,446 | D | F |
| 03 Nov, 2025 | Christopher J. Mckay | Class A Common Stock | D | 1,107 | $9.85 | 171,022 | D | S |
| 02 Oct, 2025 | Pamela D. Johnson | Class A Common Stock | D | 5,497 | $11.21 | 154,521 | D | S |
| 02 Oct, 2025 | Christopher J. Mckay | Class A Common Stock | D | 9,030 | $11.21 | 172,129 | D | S |
| 01 Oct, 2025 | Todd G. Schwartz | Class A Common Stock | D | 2,643 | $11.33 | 124,475 | D | F |
| 01 Oct, 2025 | Pamela D. Johnson | Class A Common Stock | D | 306 | $11.33 | 163,707 | D | F |
| 01 Oct, 2025 | Pamela D. Johnson | Class A Common Stock | D | 1,974 | $11.33 | 161,733 | D | F |