Home/Filings/5/0001041339-24-000007
5//SEC Filing

LOWENTHAL ALBERT G 5

Accession 0001041339-24-000007

CIK 0000791963other

Filed

Feb 12, 7:00 PM ET

Accepted

Feb 13, 4:05 PM ET

Size

12.5 KB

Accession

0001041339-24-000007

Insider Transaction Report

Form 5
Period: 2023-12-31
LOWENTHAL ALBERT G
DirectorChairman and CEO10% Owner
Transactions
  • Purchase

    Class A non-voting common stock

    2023-02-24$44.05/sh+54.62$2,40616,095 total(indirect: By 401(k))
  • Purchase

    Class A non-voting common stock

    2023-11-24$40.68/sh+59.81$2,43316,282 total(indirect: By 401(k))
  • Purchase

    Class A non-voting common stock

    2023-05-26$37.43/sh+64.5$2,41416,159 total(indirect: By 401(k))
  • Purchase

    Class A non-voting common stock

    2023-08-25$38.53/sh+62.9$2,42416,222 total(indirect: By 401(k))
Holdings
  • Class B voting common stock

    (indirect: Phase II Financial Inc.)
    97,128
  • Class A non-voting common stock

    (indirect: Phase II Financial LP)
    3,115,768
  • Class A non-voting common stock

    159,462
Footnotes (3)
  • [F1]The transaction describes an automatic dividend reinvestment program in the Reporting Owner's Oppenheimer & Co. Inc. 401k Plan.
  • [F2]Phase II Financial LP is a NY partnership of which Mr. Lowenthal is sole general partner.
  • [F3]Phase II Financial Inc. is a Delaware corporation controlled by Mr. Lowenthal who is its president.

Issuer

OPPENHEIMER HOLDINGS INC

CIK 0000791963

Entity typeother

Related Parties

1
  • filerCIK 0001041339

Filing Metadata

Form type
5
Filed
Feb 12, 7:00 PM ET
Accepted
Feb 13, 4:05 PM ET
Size
12.5 KB