A business in context

OPFI research notebook

Read the disclosures. Follow the relationships. Keep the dates in view.

Research JSON

Filing timeline

Download filings CSV

SEC submissions · retrieved 2026-09-07 · 8010 issuers; up to 32 recent company reports and 8 ownership-change filings per issuer

  1. 4 · Ownership change

    Report date 2026-09-03 · 0000905148-26-004082

  2. 4 · Ownership change

    Report date 2026-09-02 · 0000905148-26-004076

  3. 4 · Ownership change

    Report date 2026-09-01 · 0000905148-26-004066

  4. 4 · Ownership change

    Report date 2026-08-31 · 0000905148-26-004056

  5. 4 · Ownership change

    Report date 2026-08-28 · 0000905148-26-004037

  6. 4 · Ownership change

    Report date 2026-08-27 · 0000905148-26-003991

  7. 4 · Ownership change

    Report date 2026-08-26 · 0000905148-26-003989

  8. 4 · Ownership change

    Report date 2026-08-26 · 0000905148-26-003965

  9. 10-Q · Quarterly report

    Report date 2026-06-30 · 0001818502-26-000075

  10. 8-K · Current report

    Report date 2026-08-10 · 0001818502-26-000073 · Items 1.01,2.02,2.03,7.01,9.01

  11. 8-K · Current report

    Report date 2026-06-16 · 0001818502-26-000064 · Items 7.01,9.01

  12. 8-K · Current report

    Report date 2026-06-09 · 0001818502-26-000061 · Items 5.07

  13. 10-Q · Quarterly report

    Report date 2026-03-31 · 0001818502-26-000056

  14. 8-K · Current report

    Report date 2026-05-06 · 0001818502-26-000042 · Items 2.02,7.01,8.01,9.01

  15. 8-K · Current report

    Report date 2026-04-28 · 0001818502-26-000030 · Items 1.01,1.02,3.02,7.01,9.01

  16. DEF 14A · Proxy statement

    Report date 2026-06-09 · 0001193125-26-187424

  17. 8-K · Current report

    Report date 2026-04-10 · 0001818502-26-000023 · Items 1.01,1.02,2.03,2.04,9.01

  18. 10-K · Annual report

    Report date 2025-12-31 · 0001818502-26-000019

  19. 8-K · Current report

    Report date 2026-03-11 · 0001818502-26-000012 · Items 2.02,7.01,9.01

  20. 10-Q · Quarterly report

    Report date 2025-09-30 · 0001818502-25-000057

  21. 8-K · Current report

    Report date 2025-10-29 · 0001818502-25-000045 · Items 2.02,7.01,9.01

  22. 8-K · Current report

    Report date 2025-09-29 · 0001818502-25-000038 · Items 1.01,1.02,2.03,2.04,7.01,9.01

  23. 8-K · Current report

    Report date 2025-08-26 · 0001818502-25-000033 · Items 7.01,8.01,9.01

  24. 8-K · Current report

    Report date 2025-08-21 · 0001818502-25-000030 · Items 7.01,9.01

  25. 10-Q · Quarterly report

    Report date 2025-06-30 · 0001818502-25-000027

  26. 8-K · Current report

    Report date 2025-08-06 · 0001818502-25-000022 · Items 2.02,7.01,9.01

  27. 8-K · Current report

    Report date 2025-06-10 · 0001818502-25-000008 · Items 5.07

  28. 10-Q · Quarterly report

    Report date 2025-03-31 · 0001818502-25-000006

  29. 8-K · Current report

    Report date 2025-05-07 · 0001818502-25-000005 · Items 2.02,7.01,9.01

  30. DEF 14A · Proxy statement

    Report date 2025-06-10 · 0001193125-25-103860

  31. 8-K · Current report

    Report date 2025-03-25 · 0001818502-25-000004 · Items 7.01,8.01,9.01

  32. 10-K · Annual report

    Report date 2024-12-31 · 0001818502-25-000003

  33. 8-K · Current report

    Report date 2025-03-04 · 0001818502-25-000002 · Items 1.02,2.02,7.01,9.01

  34. 8-K · Current report

    Report date 2025-02-13 · 0001818502-25-000001 · Items 1.01,2.03,7.01,9.01

  35. SC 13G/A · Ownership disclosure

    0001011438-24-000690

  36. SC 13G · Ownership disclosure

    0002012383-24-003622

  37. 10-Q · Quarterly report

    Report date 2024-09-30 · 0001818502-24-000019

  38. 8-K · Current report

    Report date 2024-11-07 · 0001818502-24-000018 · Items 2.02,7.01,9.01

  39. SC 13G · Ownership disclosure

    0002012383-24-002138

  40. 8-K · Current report

    Report date 2024-09-13 · 0001818502-24-000017 · Items 1.01,2.03,7.01,9.01

Reported insider transactions

Download transactions CSV

SEC insider transactions · retrieved 2026-09-07 · 2026 Q2: filings in this completed quarter; not a live transaction feed

Purchases and sales include open-market or private transactions. Grants, exercises and tax withholding are shown separately. Amendments and joint reports can overlap; rows are not a net-buying score. Prices retain the filing's units; consult its footnotes.

Transaction rows by code · counts, not monetary totals
Purchase: 0 transaction rows0PSale: 4 transaction rows4SGrant / award: 10 transaction rows10AExercise / conversion: 10 transaction rows10MTax / exercise payment: 10 transaction rows10FGift: 0 transaction rows0G
P · PurchaseS · SaleA · Grant / awardM · Exercise / conversionF · Tax / exercise paymentG · Gift

42 matching transaction rows.

Transaction / filedReporting ownerTypeSecuritySharesReported price
2026-06-15
2026-06-17
Moore JocelynS · Sale
Disposed
Class A Common Stock39076.08.32
2026-06-12
2026-06-16
McKay Christopher J.S · Sale
Disposed
Class A Common Stock23683.08.35
2026-06-09
2026-06-10
Zeeman Gregory TA · Grant / award
Acquired
Class A Common Stock16843.00.0
2026-06-09
2026-06-10
Vennettilli DavidA · Grant / award
Acquired
Class A Common Stock25265.00.0
2026-06-09
2026-06-10
Vennettilli DavidA · Grant / award
Acquired
Class A Common Stock25265.00.0
2026-06-09
2026-06-10
SCHWARTZ THEODORE GA · Grant / award
Acquired
Class A Common Stock16843.00.0
2026-06-09
2026-06-10
Moore JocelynA · Grant / award
Acquired
Class A Common Stock16843.00.0
2026-06-09
2026-06-10
Favilla Christina MA · Grant / award
Acquired
Class A Common Stock16843.00.0
2026-06-08
2026-06-10
Favilla Christina MS · Sale
Disposed
Class A Common Stock30000.08.14
2026-05-04
2026-05-06
Vennettilli DavidS · Sale
Disposed
Class A Common Stock10000.010.0
2026-05-04
2026-05-06
McKay Christopher J.F · Tax / exercise payment
Disposed
Class A Common Stock357.09.51
2026-05-04
2026-05-06
Johnson Pamela D.F · Tax / exercise payment
Disposed
Class A Common Stock469.09.51
2026-04-28
2026-04-30
Vennettilli DavidD · Disposition to issuer
Disposed
Class V Common Stock284501.00.0
2026-04-28
2026-04-30
Vennettilli DavidM · Exercise / conversion
Acquired
Class A Common Stock284501.00.0
2026-04-28
2026-04-30
Vennettilli DavidM · Exercise / conversion
Disposed
Class A Common Units
Derivative security
284501.00.0
2026-04-28
2026-04-30
Schwartz Todd G.D · Disposition to issuer
Disposed
Class V Common Stock4501169.00.0
2026-04-28
2026-04-30
Schwartz Todd G.D · Disposition to issuer
Disposed
Class V Common Stock54137072.00.0
2026-04-28
2026-04-30
Schwartz Todd G.M · Exercise / conversion
Acquired
Class A Common Stock24656083.00.0
2026-04-28
2026-04-30
Schwartz Todd G.M · Exercise / conversion
Acquired
Class A Common Stock1949309.00.0
2026-04-28
2026-04-30
Schwartz Todd G.M · Exercise / conversion
Disposed
Class A Common Units
Derivative security
1949309.00.0
2026-04-28
2026-04-30
Schwartz Todd G.M · Exercise / conversion
Disposed
Class A Common Units
Derivative security
24656083.00.0
2026-04-28
2026-04-30
SCHWARTZ THEODORE GD · Disposition to issuer
Disposed
Class V Common Stock3000000.00.0
2026-04-28
2026-04-30
SCHWARTZ THEODORE GD · Disposition to issuer
Disposed
Class V Common Stock18887359.00.0
2026-04-28
2026-04-30
SCHWARTZ THEODORE GM · Exercise / conversion
Acquired
Class A Common Stock18887359.00.0
2026-04-28
2026-04-30
SCHWARTZ THEODORE GM · Exercise / conversion
Acquired
Class A Common Stock3000000.00.0
2026-04-28
2026-04-30
SCHWARTZ THEODORE GM · Exercise / conversion
Disposed
Class A Common Units
Derivative security
3000000.00.0
2026-04-28
2026-04-30
SCHWARTZ THEODORE GM · Exercise / conversion
Disposed
Class A Common Units
Derivative security
18887359.00.0
2026-04-28
2026-04-30
McKay Christopher J.D · Disposition to issuer
Disposed
Class V Common Stock1350000.00.0
2026-04-28
2026-04-30
McKay Christopher J.A · Grant / award
Acquired
Class A Common Stock1350000.00.0
2026-04-28
2026-04-30
McKay Christopher J.D · Disposition to issuer
Disposed
Class A Common Units
Derivative security
1350000.00.0
2026-04-20
2026-04-22
Schwartz Todd G.D · Disposition to issuer
Disposed
Class V Common Stock50000.00.0
2026-04-02
2026-04-03
Schwartz Todd G.F · Tax / exercise payment
Disposed
Class A Common Stock2643.07.71
2026-04-02
2026-04-03
Schwartz Todd G.F · Tax / exercise payment
Disposed
Class A Common Stock17987.07.71
2026-04-02
2026-04-03
McKay Christopher J.F · Tax / exercise payment
Disposed
Class A Common Stock1583.07.71
2026-04-02
2026-04-03
McKay Christopher J.F · Tax / exercise payment
Disposed
Class A Common Stock1369.07.71
2026-04-02
2026-04-03
McKay Christopher J.F · Tax / exercise payment
Disposed
Class A Common Stock1970.07.71
2026-04-02
2026-04-03
Johnson Pamela D.F · Tax / exercise payment
Disposed
Class A Common Stock1974.07.71
2026-04-02
2026-04-03
Johnson Pamela D.F · Tax / exercise payment
Disposed
Class A Common Stock1715.07.71
2026-04-02
2026-04-03
Johnson Pamela D.F · Tax / exercise payment
Disposed
Class A Common Stock1984.07.71
2026-04-01
2026-04-03
Schwartz Todd G.A · Grant / award
Acquired
Class A Common Stock208053.00.0
2026-04-01
2026-04-03
McKay Christopher J.A · Grant / award
Acquired
Class A Common Stock26007.00.0
2026-04-01
2026-04-03
Johnson Pamela D.A · Grant / award
Acquired
Class A Common Stock27073.00.0

Identity & relationships

Wikidata structured data · retrieved 2026-09-07 · 1611 unambiguous CIK-linked entities; coverage is incomplete

These are sourced identity and relationship claims, with incomplete coverage. Headquarters locations do not describe sales, assets or operating exposure.

SEC issuer · 0001818502OppFi Inc.

No parent relationship is available in this import; this is not proof of independence.

No verified LEI join available.

GLEIF legal entity reference data · retrieved 2026-09-07 · 1177 checked identities; 0 unavailable records

Search names and former names

View Wikidata identity and references ↗

  • OppFi · alias · wikidata
  • FG New America Acquisition Corp. · former SEC name · 2020-07-22 to 2021-07-20
Explore headquarters map ↗

Revenue in constant purchasing power

USD revenue expressed in 2026-07 consumer-price dollars. Each annual period uses a CPI-U average weighted by the days in its actual reporting interval. This is a purchasing-power comparison, not a company-specific price or volume measure.

No USD annual revenue periods with complete CPI coverage are available. Non-USD statements are not converted with U.S. CPI.

Bureau of Labor Statistics · retrieved 2026-09-07 · 9 selected series; gaps remain missing

Explore the CPI history ↗