The CEO's four consecutive small buys are a modest positive signal, but the director's larger sale and the trivial dollar amounts relative to market cap suggest no material information event. Monitor for any upcoming earnings or corporate announcements that could explain the CEO's buying pattern. The 78% bullish analyst consensus and net institutional adding provide a favorable backdrop, but this cluster alone does not warrant a directional trade.
Price Chart
Executive Summary
OppFi CEO Todd Schwartz made four consecutive open-market purchases totaling ~$99.6K over Aug 19-24, while Director David Vennettilli sold $204K on Aug 19. The CEO's consistent buying at ~$7.10-$7.16 signals conviction, but the director's larger sale creates a mixed picture. At a $603M market cap, the combined $303K in trades is only ~0.05% of market cap — trivial in proportion, making this a low-impact cluster despite the CEO's pattern.
Key Financial Metrics
Key Facts
- CEO Todd Schwartz purchased 13,975 shares total over four days (Aug 19-24) for ~$99.6K at an average ~$7.13/share
- Director David Vennettilli sold 28,485 shares on Aug 19 for ~$204K at $7.16/share
- Total cluster value of ~$303K represents just ~0.05% of OppFi's $603M market cap
- Recent 30d insider activity shows 9 buys totaling $1.1M vs 1 sell of $204K — net buying bias
- Institutional 13F data shows 8 adds vs 7 trims in Q2 2026, with top holders Wellington ($30M), Vanguard ($22M), BlackRock ($20M)
Financial Impact
CEO purchases total ~$99.6K (0.017% of market cap); director sale totals ~$204K (0.034% of market cap); combined ~$303K (0.05% of market cap)
Risk Factors
- Director sale ($204K) outweighs CEO purchases ($99.6K) in dollar terms, creating mixed insider signal
- Very small trade sizes relative to market cap suggest routine portfolio adjustments, not informed trading
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-OPFI-1787695290947 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 19, 2026 6d ago | Press Release | $5.63 | awaiting T+20 | — | $5.44 (−3.37%) |
Sep 11, 2026 6w ago | Insider Buy | $7.78 $5.82 | ▼ −25.19% | ▼ −27.46% | $5.44 (−30.08%) |
Sep 10, 2026 6w ago | Insider Buy | $7.98 $5.93 | ▼ −25.69% | ▼ −27.56% | $5.44 (−31.83%) |
Sep 9, 2026 6w ago | Insider Buy | $7.59 $6.09 | ▼ −19.76% | ▼ −21.89% | $5.44 (−28.33%) |
Sep 8, 2026 6w ago | Insider Buy | $7.53 $6.06 | ▼ −19.52% | ▼ −21.47% | $5.44 (−27.76%) |
Sep 4, 2026 7w ago | Insider Buy | $7.40 $6.18 | ▼ −16.49% | ▼ −18.20% | $5.44 (−26.49%) |
Sep 3, 2026 7w ago | Insider Cluster | $7.42 $6.04 | ▼ −18.60% | ▼ −19.20% | $5.44 (−26.68%) |
Sep 2, 2026 7w ago | Insider Cluster | $7.32 $5.97 | ▼ −18.44% | ▼ −17.99% | $5.44 (−25.68%) |
Sep 1, 2026 7w ago | Insider Cluster | $7.24 $5.95 | ▼ −17.82% | ▼ −17.66% | $5.44 (−24.86%) |
Aug 31, 2026 7w ago | Insider Cluster | $6.86 $6.03 | ▼ −12.10% | ▼ −12.21% | $5.44 (−20.70%) |
US Market Status
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