As of August 27, 2026, OppFi's top three insider holders are Todd G. Schwartz (Chief Executive Officer, 94.12Mn shares), Todd G. Schwartz (Chief Executive Officer, 58.64Mn shares), Theodore G Schwartz (Director, 21.89Mn shares).
| # | Insider | Position | Direct | Indirect | Total | Share of Insiders | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Todd G. Schwartz | Chief Executive Officer | 0 | 94,726,138 | 94,726,138 | 89.1% | 28 Aug, 2026 |
| 2 | Jared Kaplan | Director | 0 | 8,407,879 | 8,407,879 | 7.9% | 10 Jan, 2022 |
| 3 | Christopher J. Mckay | Chief Risk Analytics Officer | 1,431,479 | 0 | 1,431,479 | 1.3% | 28 Aug, 2026 |
| 4 | Holdings I L.P. Blackstone | TenPercentOwner | 0 | 1,074,134 | 1,074,134 | 1.0% | 25 Oct, 2021 |
| 5 | Christina M Favilla | Director | 29,750 | 156,737 | 186,487 | 0.2% | 10 Jun, 2026 |
| 6 | Gregory T Zeeman | Director | 166,487 | 0 | 166,487 | 0.2% | 10 Jun, 2026 |
| 7 | Pamela D. Johnson | Cfo | 159,689 | 0 | 159,689 | 0.2% | 06 Jul, 2026 |
| 8 | David Vennettilli | Director | 154,434 | 0 | 154,434 | 0.1% | 21 Aug, 2026 |
| 9 | Theodore G Schwartz | Director, TenPercentOwner | 29,750 | 0 | 29,750 | 0.0% | 10 Jun, 2026 |
| 10 | Jocelyn Moore | Director | 16,843 | 0 | 16,843 | 0.0% | 17 Jun, 2026 |
Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.
| Date | Insider | Position | Transaction | Shares | Price | Value | Shares Held After | Ownership |
|---|---|---|---|---|---|---|---|---|
| 26 Aug, 2026 | Christopher J. Mckay | Chief Risk Analytics Officer | Disposed S | 77,850 | $7.18 | $558.80K | 1,431,479 | Direct |
| 27 Aug, 2026 | Todd G. Schwartz | Chief Executive Officer | Acquired P | 3,550 | $7.13 | $25.31K | 605,283 | Indirect |
| 26 Aug, 2026 | Todd G. Schwartz | Chief Executive Officer | Acquired P | 3,500 | $7.19 | $25.16K | 601,733 | Indirect |
| 25 Aug, 2026 | Todd G. Schwartz | Chief Executive Officer | Acquired P | 3,475 | $7.25 | $25.20K | 598,233 | Indirect |
| 24 Aug, 2026 | Todd G. Schwartz | Chief Executive Officer | Acquired P | 3,475 | $7.15 | $24.83K | 594,758 | Indirect |
| 21 Aug, 2026 | Todd G. Schwartz | Chief Executive Officer | Acquired P | 3,550 | $7.07 | $25.10K | 591,283 | Indirect |
| 19 Aug, 2026 | David Vennettilli | Director | Disposed S | 28,485 | $7.16 | $203.97K | 154,434 | Direct |
| 20 Aug, 2026 | Todd G. Schwartz | Chief Executive Officer | Acquired P | 3,450 | $7.13 | $24.60K | 587,733 | Indirect |
| 19 Aug, 2026 | Todd G. Schwartz | Chief Executive Officer | Acquired P | 3,500 | $7.16 | $25.05K | 584,283 | Indirect |
| 18 Aug, 2026 | Todd G. Schwartz | Chief Executive Officer | Acquired P | 3,550 | $7.04 | $24.99K | 580,783 | Indirect |
| 17 Aug, 2026 | Todd G. Schwartz | Chief Executive Officer | Acquired P | 3,500 | $7.00 | $24.51K | 577,233 | Indirect |
| 14 Aug, 2026 | Todd G. Schwartz | Chief Executive Officer | Acquired P | 20,000 | $7.20 | $144.01K | 573,733 | Indirect |
| 13 Aug, 2026 | Todd G. Schwartz | Chief Executive Officer | Acquired P | 60,000 | $7.13 | $427.68K | 553,733 | Indirect |
| 12 Aug, 2026 | Todd G. Schwartz | Chief Executive Officer | Acquired P | 60,000 | $7.05 | $422.99K | 493,733 | Indirect |
| 01 Jul, 2026 | Todd G. Schwartz | Chief Executive Officer | Disposed F | 2,643 | $9.93 | $26.24K | 306,207 | Direct |
| 01 Jul, 2026 | Pamela D. Johnson | Cfo | Disposed F | 1,974 | $9.93 | $19.60K | 161,900 | Direct |
| 01 Jul, 2026 | Christopher J. Mckay | Chief Risk Analytics Officer | Disposed F | 1,969 | $9.93 | $19.55K | 1,511,094 | Direct |
| 01 Jul, 2026 | Todd G. Schwartz | Chief Executive Officer | Disposed F | 4,497 | $9.93 | $44.66K | 301,710 | Direct |
| 01 Jul, 2026 | Christopher J. Mckay | Chief Risk Analytics Officer | Disposed F | 1,369 | $9.93 | $13.59K | 1,509,725 | Direct |
| 01 Jul, 2026 | Pamela D. Johnson | Cfo | Disposed F | 1,715 | $9.93 | $17.03K | 160,185 | Direct |