Albert G. Lowenthal

Insider Reports History

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.

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