Albert G. Lowenthal

Insider Reports History

Entity: Individual
Location: Oppenheimer Holdings Inc., 85 Broad Street, New York, NY
Signature: /s/ Jenny Chan, as Attorney-in-fact for Albert G. Lowenthal
All insider transactions: Transactions in reports broken out by “transaction date” reported in original SEC filing, see here for transactions aggregated across transaction date

Holdings reported by Albert G. Lowenthal:

Stock	Role	Class	Num Shares	Value	Price $	Report Date	Ownership
OPPENHEIMER HOLDINGS INC	CEO, Director, 10%+ Owner	Class A non-voting common stock	3.12M	$127M	$40.68	Dec 31, 2023	Phase II Financial LP
OPPENHEIMER HOLDINGS INC	CEO, Director, 10%+ Owner	Restricted Class A non-voting common stock	338K	$14.7M	$43.65	Jan 29, 2025	Direct
OPPENHEIMER HOLDINGS INC	CEO, Director, 10%+ Owner	Class A non-voting common stock	16.5K	$1.02M	$61.85	Nov 22, 2024	Held in the Oppenheimer & Co. Inc. 401k Plan
OPPENHEIMER HOLDINGS INC	CEO, Director, 10%+ Owner	Class A non-voting common stock	16.3K	$662K	$40.68	Nov 24, 2023	Held in the Oppenheimer & Co. Inc. 401k Plan
OPPENHEIMER HOLDINGS INC	CEO, Director, 10%+ Owner	Class B voting common stock	97.1K			Dec 31, 2023	Phase II Financial Inc.

Showing 1 to 5 of 5 entries

Insider Reports Filed by Albert G. Lowenthal

Symbol	Company	Period	Transactions	Value $	Form Type	Date Filed	Role
OPY	OPPENHEIMER HOLDINGS INC	Jan 28, 2025	3	$0	4	Jan 30, 2025	CEO, Director, 10%+ Owner
OPY	OPPENHEIMER HOLDINGS INC	Dec 31, 2024	4	$10.8K	5	Feb 7, 2025	CEO, Director, 10%+ Owner
OPY	OPPENHEIMER HOLDINGS INC	Jan 30, 2024	2	$0	4	Feb 1, 2024	CEO, Director, 10%+ Owner
OPY	OPPENHEIMER HOLDINGS INC	Jan 25, 2024	1	$0	4	Jan 29, 2024	CEO, Director, 10%+ Owner
OPY	OPPENHEIMER HOLDINGS INC	Dec 31, 2023	4	$9.68K	5	Feb 13, 2024	CEO, Director, 10%+ Owner
OPY	OPPENHEIMER HOLDINGS INC	Jan 29, 2023	4	$0	4	Jan 31, 2023	CEO, Director, 10%+ Owner
OPY	OPPENHEIMER HOLDINGS INC	Jan 25, 2023	1	$0	4	Jan 27, 2023	CEO, Director, 10%+ Owner
OPY	OPPENHEIMER HOLDINGS INC	Dec 31, 2022	4	$9.53K	5	Feb 8, 2023	CEO, Director, 10%+ Owner
OPY	OPPENHEIMER HOLDINGS INC	Jan 26, 2022	1	$0	4	Jan 28, 2022	CEO, Director, 10%+ Owner
OPY	OPPENHEIMER HOLDINGS INC	Dec 31, 2021	5	$23.8K	5	Feb 10, 2022	CEO, Director, 10%+ Owner