Oppenheimer Holdings Inc
OPYFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Oppenheimer Holdings Inc Makes Money
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 17 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated May 11, 2026.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Oppenheimer Holdings Inc's recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2023-03-03 · McNAMARA DENNIS P: Larger than 18 of the 20 other insider sales of Class A non-voting common stock on file. SEC filing
- 2021-12-31 · LOWENTHAL ALBERT G: Larger than 66 of the 67 other insider purchases of Class A non-voting common stock on file. SEC filing
- 2021-12-31 · Lowenthal Robert S: Larger than 64 of the 67 other insider purchases of Class A non-voting common stock on file. SEC filing
- 2021-05-04 · ALFANO JEFFREY J: Larger than all 20 other insider sales of Class A non-voting common stock on file. SEC filing
- 2020-12-30 · Lowenthal Robert S: Larger than 65 of the 67 other insider purchases of Class A non-voting common stock on file. SEC filing
- 2020-12-30 · LOWENTHAL ALBERT G: Larger than all 67 other insider purchases of Class A non-voting common stock on file. SEC filing
- 2020-08-27 · LOWENTHAL ALBERT G: Larger than 61 of the 67 other insider purchases of Class A non-voting common stock on file. SEC filing
- 2020-05-29 · LOWENTHAL ALBERT G: Larger than 63 of the 67 other insider purchases of Class A non-voting common stock on file. SEC filing
- 2020-02-28 · LOWENTHAL ALBERT G: Larger than 62 of the 67 other insider purchases of Class A non-voting common stock on file. SEC filing
- 2019-09-18 · OUGHTRED A WINN: Larger than 18 of the 20 other insider sales of Class A non-voting common stock on file. SEC filing
Independent insiders buying near the same time
- 2025-11-28–2025-11-28: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2025-08-29–2025-08-29: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2025-05-09–2025-05-09: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2025-02-28–2025-02-28: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2024-11-22–2024-11-22: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2024-08-23–2024-08-23: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2024-05-24–2024-05-24: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2024-02-23–2024-02-23: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2023-11-24–2023-11-24: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2023-08-25–2023-08-25: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2023-05-26–2023-05-26: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2023-02-24–2023-02-24: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2022-11-25–2022-11-25: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2022-08-26–2022-08-26: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2022-05-27–2022-05-27: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2022-02-25–2022-02-25: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2021-12-31–2021-12-31: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2021-11-26–2021-11-26: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2021-08-26–2021-08-26: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2021-05-28–2021-05-28: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-03-02 | McNAMARA DENNIS P · Secretary | Class A non-voting common stock | S — Open market or private sale | −4,673 | 90.67 | SEC filing |
| 2025-11-28 | Lowenthal Robert S · CEO | Class A non-voting common stock | P — Open market or private purchase | +11 | 67.98 | SEC filing |
| 2025-11-28 | LOWENTHAL ALBERT G · Chairman | Class A non-voting common stock | P — Open market or private purchase | +44 | 67.98 | SEC filing |
| 2025-08-29 | Lowenthal Robert S · CEO | Class A non-voting common stock | P — Open market or private purchase | +11 | 71.72 | SEC filing |
| 2025-08-29 | LOWENTHAL ALBERT G · Chairman | Class A non-voting common stock | P — Open market or private purchase | +42 | 71.72 | SEC filing |
| 2025-08-05 | McNAMARA DENNIS P · Secretary | Class A non-voting common stock | S — Open market or private sale | −2,000 | 73.81 | SEC filing |
| 2025-06-10 | Friedman Paul M · Director | Class A non-voting common stock | S — Open market or private sale | −3,500 | 63.31 | SEC filing |
| 2025-06-09 | Friedman Paul M · Director | Class A non-voting common stock | S — Open market or private sale | −3,500 | 63.32 | SEC filing |
Showing 8 of 20 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2024-01-25 | Friedman Paul M · Director | Class A non-voting common stock | A — Grant, award, or other acquisition | +3,000 | SEC filing |
| 2024-01-25 | OUGHTRED A WINN · Director | Class A non-voting common stock | A — Grant, award, or other acquisition | +3,000 | SEC filing |
| 2024-01-25 | Kanter Stacy J. · Director | Class A non-voting common stock | A — Grant, award, or other acquisition | +3,000 | SEC filing |
| 2024-01-25 | EHRHARDT WILLIAM · Director | Class A non-voting common stock | A — Grant, award, or other acquisition | +3,000 | SEC filing |
| 2024-01-25 | BEHRENS EVAN · Director | Class A non-voting common stock | A — Grant, award, or other acquisition | +3,000 | SEC filing |
| 2024-01-25 | Glasser Teresa · Director | Class A non-voting common stock | A — Grant, award, or other acquisition | +3,000 | SEC filing |
| 2024-01-25 | ROTH R LAWRENCE · Director | Class A non-voting common stock | A — Grant, award, or other acquisition | +3,000 | SEC filing |
| 2024-01-25 | Dwyer Timothy Martin · Director | Class A non-voting common stock | A — Grant, award, or other acquisition | +3,000 | SEC filing |
Showing 8 of 10 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-05-08 | Lowenthal Robert S · CEO | Restricted Class A non-voting common stock | J — Other acquisition or disposition | +100,000 | SEC filing |
| 2026-02-26 | ROTH R LAWRENCE · Director | Class A non-voting common stock | J — Other acquisition or disposition | +1,400 | SEC filing |
| 2026-02-26 | Dwyer Timothy Martin · Director | Class A non-voting common stock | J — Other acquisition or disposition | +1,400 | SEC filing |
| 2026-02-26 | Spaulding Suzanne · Director | Class A non-voting common stock | J — Other acquisition or disposition | +1,400 | SEC filing |
| 2026-02-26 | Kanter Stacy J. · Director | Class A non-voting common stock | J — Other acquisition or disposition | +1,400 | SEC filing |
| 2026-02-26 | Friedman Paul M · Director | Class A non-voting common stock | J — Other acquisition or disposition | +1,400 | SEC filing |
| 2026-02-26 | Glasser Teresa · Director | Class A non-voting common stock | J — Other acquisition or disposition | +1,400 | SEC filing |
| 2026-02-26 | BEHRENS EVAN · Director | Class A non-voting common stock | J — Other acquisition or disposition | +1,400 | SEC filing |
Showing 8 of 10 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.