A business in context

OPY research notebook

Read the disclosures. Follow the relationships. Keep the dates in view.

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Filing timeline

Download filings CSV

SEC submissions · retrieved 2026-09-07 · 8010 issuers; up to 32 recent company reports and 8 ownership-change filings per issuer

  1. 8-K · Current report

    Report date 2026-08-03 · 0001628280-26-051561 · Items 7.01,9.01

  2. 10-Q · Quarterly report

    Report date 2026-06-30 · 0001628280-26-051238

  3. 8-K · Current report

    Report date 2026-07-31 · 0001628280-26-051237 · Items 2.02,9.01

  4. 4 · Ownership change

    Report date 2026-02-06 · 0001628280-26-033456

  5. 4 · Ownership change

    Report date 2026-02-06 · 0001628280-26-033455

  6. 4 · Ownership change

    Report date 2026-02-06 · 0001628280-26-033454

  7. 4 · Ownership change

    Report date 2026-02-06 · 0001628280-26-033453

  8. 8-K · Current report

    Report date 2026-05-04 · 0001628280-26-030194 · Items 5.03,5.07,9.01

  9. 8-K · Current report

    Report date 2026-05-04 · 0001628280-26-029540 · Items 7.01,9.01

  10. 8-K · Current report

    Report date 2026-05-01 · 0001628280-26-029115 · Items 2.02,9.01

  11. 10-Q · Quarterly report

    Report date 2026-03-31 · 0001628280-26-029113

  12. 8-K · Current report

    Report date 2026-04-24 · 0001628280-26-027280 · Items 1.01,9.01

  13. DEF 14A · Proxy statement

    Report date 2026-05-04 · 0001104659-26-027365

  14. 4 · Ownership change

    Report date 2026-02-26 · 0001628280-26-013646

  15. 4 · Ownership change

    Report date 2026-02-26 · 0001628280-26-013645

  16. 4 · Ownership change

    Report date 2026-03-02 · 0001628280-26-013643

  17. 4 · Ownership change

    Report date 2026-02-26 · 0001628280-26-012634

  18. 10-K · Annual report

    Report date 2025-12-31 · 0001628280-26-012313

  19. 8-K · Current report

    Report date 2026-02-02 · 0001628280-26-004480 · Items 7.01,9.01

  20. 8-K · Current report

    Report date 2026-01-30 · 0001628280-26-004298 · Items 2.02,9.01

  21. 8-K · Current report

    Report date 2025-12-11 · 0001628280-25-056657 · Items 8.01,9.01

  22. 8-K · Current report

    Report date 2025-11-03 · 0001628280-25-048003 · Items 7.01,9.01

  23. 8-K · Current report

    Report date 2025-10-31 · 0001628280-25-047686 · Items 2.02,9.01

  24. 10-Q · Quarterly report

    Report date 2025-09-30 · 0001628280-25-047684

  25. 8-K · Current report

    Report date 2025-08-04 · 0000791963-25-000041 · Items 7.01,9.01

  26. 8-K · Current report

    Report date 2025-08-01 · 0000791963-25-000038 · Items 2.02,9.01

  27. 10-Q · Quarterly report

    Report date 2025-06-30 · 0000791963-25-000037

  28. 8-K · Current report

    Report date 2025-05-05 · 0000791963-25-000026 · Items 5.07,9.01

  29. 8-K · Current report

    Report date 2025-04-28 · 0000791963-25-000024 · Items 7.01,9.01

  30. 10-Q · Quarterly report

    Report date 2025-03-31 · 0000791963-25-000022

  31. 8-K · Current report

    Report date 2025-04-25 · 0000791963-25-000020 · Items 2.02,9.01

  32. DEF 14A · Proxy statement

    Report date 2025-05-05 · 0001104659-25-023748

  33. 10-K · Annual report

    Report date 2024-12-31 · 0000791963-25-000010

  34. 8-K · Current report

    Report date 2025-02-27 · 0000791963-25-000008 · Items 5.02

  35. 8-K · Current report

    Report date 2025-02-03 · 0000791963-25-000005 · Items 7.01,9.01

  36. 8-K · Current report

    Report date 2025-01-31 · 0000791963-25-000003 · Items 2.02,9.01

  37. 8-K · Current report

    Report date 2024-10-28 · 0000791963-24-000054 · Items 7.01,9.01

  38. 8-K · Current report

    Report date 2024-10-25 · 0000791963-24-000052 · Items 2.02,9.01

  39. 10-Q · Quarterly report

    Report date 2024-09-30 · 0000791963-24-000051

  40. 8-K · Current report

    Report date 2024-09-19 · 0000791963-24-000047 · Items 1.02,9.01

Reported insider transactions

Download transactions CSV

SEC insider transactions · retrieved 2026-09-07 · 2026 Q2: filings in this completed quarter; not a live transaction feed

Purchases and sales include open-market or private transactions. Grants, exercises and tax withholding are shown separately. Amendments and joint reports can overlap; rows are not a net-buying score. Prices retain the filing's units; consult its footnotes.

Transaction rows by code · counts, not monetary totals
Purchase: 0 transaction rows0PSale: 0 transaction rows0SGrant / award: 0 transaction rows0AExercise / conversion: 0 transaction rows0MTax / exercise payment: 0 transaction rows0FGift: 0 transaction rows0G
P · PurchaseS · SaleA · Grant / awardM · Exercise / conversionF · Tax / exercise paymentG · Gift

5 matching transaction rows.

Transaction / filedReporting ownerTypeSecuritySharesReported price
2026-05-08
2026-05-11
Lowenthal Robert SJ · Other (see filing)
Acquired
Restricted Class A non-voting common stock
Derivative security
100000.0
2026-02-06
2026-05-11
LOWENTHAL ALBERT GJ · Other (see filing)
Acquired
Restricted Class A non-voting common stock
Derivative security
40000.0
2026-02-06
2026-05-11
Lowenthal Robert SJ · Other (see filing)
Acquired
Restricted Class A non-voting common stock
Derivative security
100000.0
2026-02-06
2026-05-11
Watkins Brad MJ · Other (see filing)
Acquired
Restricted Class A non-voting common stock
Derivative security
2000.0
2026-02-06
2026-05-11
McNAMARA DENNIS PJ · Other (see filing)
Acquired
Restricted Class A non-voting common stock
Derivative security
2000.0

Identity & relationships

Wikidata structured data · retrieved 2026-09-07 · 1611 unambiguous CIK-linked entities; coverage is incomplete

These are sourced identity and relationship claims, with incomplete coverage. Headquarters locations do not describe sales, assets or operating exposure.

SEC issuer · 0000791963OPPENHEIMER HOLDINGS INC

No parent relationship is available in this import; this is not proof of independence.

No verified LEI join available.

GLEIF legal entity reference data · retrieved 2026-09-07 · 1177 checked identities; 0 unavailable records

Search names and former names

View Wikidata identity and references ↗

  • Oppenheimer Holdings · alias · wikidata
  • FAHNESTOCK VINER HOLDINGS INC · former SEC name · 1996-09-20 to 2003-08-12
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Revenue in constant purchasing power

USD revenue expressed in 2026-07 consumer-price dollars. Each annual period uses a CPI-U average weighted by the days in its actual reporting interval. This is a purchasing-power comparison, not a company-specific price or volume measure.

Year endedReported USD revenueCPI-adjusted USD revenue
2024-12-31$1.43B$1.52B
2023-12-31$1.25B$1.37B
2022-12-31$1.11B$1.27B
2021-12-31$1.39B$1.72B
2020-12-31$1.20B$1.55B
2019-12-31$1.03B$1.35B
2018-12-31$958.15M$1.27B
2017-12-31$920.34M$1.25B

Bureau of Labor Statistics · retrieved 2026-09-07 · 9 selected series; gaps remain missing

Explore the CPI history ↗