FG New America Acquisition Corp

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FG New America Acquisition Corp
TickerOPFI
CIK #0001818502
CUSIP68386H103
SectorReal Estate & Construction - Blank Checks
Address105 S Maple Street, Itasca, IL 60143
Source [EDGAR]
CIK Filing 2011 - 2026
[0001818502] 10-K
[0001818502] 10-Q
[0001818502] 3
[0001818502] 4
[0001818502] 5
[0001818502] 8-K
[0001818502] SC 13D
[0001818502] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Wellington Trust Co N A Oppfi Inc [2026-05-15] 0.0
Vanguard Capital Management LLC Oppfi Inc [2026-04-30] 0.0
Wellington Management Group LLP Oppfi Inc [2026-02-10] 0.0
Aristeia Capital LLC Oppfi Inc [2025-08-14] 0.0
Vanguard Group Inc Oppfi Inc [2025-04-30] 0.0
BlackRock Inc Oppfi Inc [2024-11-08] 5.6
BlackRock Inc Oppfi Inc [2024-10-24] 5.6
Walleye Capital LLC Oppfi Inc [2023-02-15] 5.59
Ionic Capital Management LLC Oppfi Inc [2023-02-14] 7.5
LMR Partners LLP Oppfi Inc [2022-04-12] 2.9
Corsair Capital Management LP Oppfi Inc [2022-02-11] 0.0
Blackstone Holdings I LP Oppfi Inc [2021-08-13] 12.0
Gilder Gagnon Howe & Co LLC Oppfi Inc [2021-08-05] 11.28
Kaplan Jared Oppfi Inc [2021-07-30] 7.7
Schwartz Todd G Oppfi Inc [2021-07-30] 87.8
FEIS Lawrence Michael FG New America Acquisition Corp [2021-07-20] 0.0
FEIS Lawrence Michael FG New America Acquisition Corp [2021-07-13] 5.32
Corsair Capital Management LP FG New America Acquisition Corp [2021-02-19] 3.5
Glazer Capital LLC FG New America Acquisition Corp [2021-02-16] 5.6
FG New America Investors LLC FG New America Acquisition Corp [2020-10-15] 17.0
Linden Capital LP FG New America Acquisition Corp [2020-10-07] 8.8
Form 3/4/5 Filer 2011 - 2026
OppFi Inc
Schwartz Todd G
McKay Christopher J
Johnson Pamela D
Moore Jocelyn
Zeeman Gregory T
Vennettilli David
Schwartz Theodore G
Favilla Christina M
Kaplan Jared
Blackstone Holdings I LP
Blackstone Aqua Master Sub-Fund a sub-fund of Blackstone Gl
Blackstone Holdings I/II GP Inc
Blackstone Group Inc
Blackstone Group Management LLC
Schwarzman Stephen A
Blackstone Alternative Solutions LLC
Crawley Neville
Shiven Shah
Hazday Salvador
Swets Larry G Jr
Cerminara Kyle
Baqar Hassan
FG New America Investors LLC
Moglia Joseph H
Rudd Nicholas S
Weeks Robert C
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Moore Jocelyn
Class A Common Stock
2026-03-12 Sell 8,190 $8.53 69,861
Schwartz Todd G
Class V Common Stock
2026-02-27 Disposed to issuer 10,000 $0.00
McKay Christopher J
Class A Common Stock
2026-02-03 Tax withheld 363 $9.73 3,532
Johnson Pamela D
Class A Common Stock
2026-02-03 Tax withheld 541 $9.73 5,264
Johnson Pamela D
Class A Common Stock
2026-01-05 Sell 5,084 $10.24 52,060
Johnson Pamela D
Class A Common Stock
2026-01-02 Tax withheld 2,025 $10.30 20,858
McKay Christopher J
Class A Common Stock
2026-01-02 Tax withheld 1,667 $10.30 17,170
McKay Christopher J
Class A Common Stock
2026-01-02 Tax withheld 2,398 $10.30 24,699
Schwartz Todd G
Class A Common Stock
2026-01-02 Tax withheld 3,048 $10.30 31,394
Johnson Pamela D
Class A Common Stock
2026-01-02 Tax withheld 2,330 $10.30 23,999
Schwartz Theodore G
Class A Common Stock
2025-12-12 Gift 186,737 $0.00
Moore Jocelyn
Class A Common Stock
2025-12-11 Sell 4,464 $10.91 48,702
Moore Jocelyn
Class A Common Stock
2025-11-21 Sell 20,200 $9.23 186,446
Johnson Pamela D
Class A Common Stock
2025-11-03 Tax withheld 469 $10.05 4,713
Johnson Pamela D
Class A Common Stock
2025-11-03 Sell 1,129 $10.00 11,290
McKay Christopher J
Class A Common Stock
2025-11-03 Tax withheld 576 $10.05 5,789
McKay Christopher J
Class A Common Stock
2025-11-03 Sell 1,107 $9.85 10,904
Johnson Pamela D
Class A Common Stock
2025-10-02 Sell 5,497 $11.21 61,621
McKay Christopher J
Class A Common Stock
2025-10-02 Sell 9,030 $11.21 101,226
Schwartz Todd G
Class A Common Stock
2025-10-01 Tax withheld 2,643 $11.33 29,945
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 147 20,433,186
2025-12-31 146 23,050,241
2025-09-30 150 22,662,484
2025-06-30 153 17,805,250
2025-03-31 135 14,099,867
2024-12-31 111 12,406,528
2024-09-30 83 9,279,735
2024-06-30 72 8,047,399
2024-03-31 71 8,488,395
2023-12-31 68 7,228,441
2023-09-30 58 4,209,265
2023-06-30 53 3,806,766
Form 13F Holdings
Firm Period DFND Voting Shares
Alaska Retirement Management Board [2026-06-30] SOLE 22,452 22,452
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 124 21,486
NorthCrest Asset Manangement LLC [2026-06-30] SOLE 0 20,526
TCFG Investment Advisors LLC [2026-06-30] SOLE 0 15,024
Optivise Advisory Services LLC [2026-06-30] SOLE 0 14,657
Y-Intercept Hong Kong Ltd [2026-06-30] SOLE 11,993 11,993
Strategic Investment Solutions Inc /IL [2026-06-30] SOLE 0 3,227
Allied Private Wealth LLC [2026-06-30] SOLE 1,500 1,500
First Horizon Corp [2026-06-30] DFND 1,000 1,000
Gamma Investing LLC [2026-06-30] DFND 421 421
Farther Finance Advisors LLC [2026-06-30] SOLE 0 45
IFP Advisors LLC [2026-06-30] SOLE 2 2
Horizon Financial Services LLC [2026-06-30] SOLE 0 0
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