According to recent filings covering the 90 days ending February 07, 2026, the three most significant insider holders at Oppenheimer Holdings are Ceo Albert G Lowenthal (254.88K shares), Director Robert S Lowenthal (129.61K shares), Cfo Jeffrey J Alfano (42.09K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Albert G Lowenthal | Ceo | 254,876 | 29 Jan, 2026 |
| Robert S Lowenthal | 129,608 | 29 Jan, 2026 | |
| Jeffrey J Alfano | Cfo | 42,090 | 06 May, 2021 |
| William Ehrhardt | 37,350 | 01 Feb, 2024 | |
| Timothy Martin Dwyer | 27,000 | 31 Jan, 2025 | |
| Dennis P Mcnamara | Secretary | 24,850 | 29 Jan, 2026 |
| A Winn Oughtred | 23,150 | 01 Feb, 2024 | |
| Paul M Friedman | 17,000 | 10 Jun, 2025 | |
| R Lawrence Roth | 17,000 | 31 Jan, 2025 | |
| Teresa Glasser | 17,000 | 31 Jan, 2025 | |
| Evan Behrens | 5,625 | 31 Jan, 2025 | |
| Stacy J. Kanter | 4,500 | 31 Jan, 2025 | |
| Suzanne Spaulding | 1,500 | 31 Jan, 2025 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 28 Jan, 2026 | Albert G Lowenthal | Class A non-voting common stock | A | 55,725 | - | 254,876 | D | J |
| 28 Jan, 2026 | Dennis P Mcnamara | Class A non-voting common stock | A | 3,084 | - | 24,850 | D | J |
| 28 Jan, 2026 | Robert S Lowenthal | Class A non-voting common stock | A | 35,505 | - | 129,608 | D | J |
| 05 Aug, 2025 | Dennis P Mcnamara | Class A non-voting common stock | D | 2,000 | $73.81 | 21,766 | D | S |
| 10 Jun, 2025 | Paul M Friedman | Class A non-voting common stock | D | 3,500 | $63.31 | 17,000 | I | S |
| 10 Jun, 2025 | Paul M Friedman | - | - | 17,000 | I | |||
| 09 Jun, 2025 | Paul M Friedman | Class A non-voting common stock | D | 3,500 | $63.32 | 20,500 | I | S |
| 06 Jun, 2025 | Paul M Friedman | - | - | 24,000 | I | |||
| 06 Jun, 2025 | Paul M Friedman | Class A non-voting common stock | D | 3,000 | $63.11 | 24,000 | I | S |
| 30 Jan, 2025 | R Lawrence Roth | Class A non-voting common stock | A | 1,500 | - | 17,000 | D | J |
| 30 Jan, 2025 | Timothy Martin Dwyer | - | - | 27,000 | D | |||
| 30 Jan, 2025 | Timothy Martin Dwyer | Class A non-voting common stock | A | 1,500 | - | 27,000 | D | J |
| 30 Jan, 2025 | Evan Behrens | Class A non-voting common stock | A | 1,500 | - | 5,625 | D | J |
| 30 Jan, 2025 | Paul M Friedman | Class A non-voting common stock | A | 1,500 | - | 27,000 | I | J |
| 30 Jan, 2025 | Teresa Glasser | Class A non-voting common stock | A | 1,500 | - | 17,000 | D | J |
| 30 Jan, 2025 | Stacy J. Kanter | Class A non-voting common stock | A | 1,500 | - | 4,500 | D | J |
| 30 Jan, 2025 | Suzanne Spaulding | Class A non-voting common stock | A | 1,500 | - | 1,500 | D | J |
| 28 Jan, 2025 | Albert G Lowenthal | Class A non-voting common stock | A | 39,689 | - | 199,151 | D | J |
| 28 Jan, 2025 | Albert G Lowenthal | - | - | 199,151 | D | |||
| 28 Jan, 2025 | Dennis P Mcnamara | Class A non-voting common stock | A | 3,085 | - | 23,766 | D | J |