Oppenheimer Holdings's three largest insider shareholders as of June 06, 2026 are Albert G Lowenthal (Ceo, 254.88K shares), Robert S Lowenthal (Director, 129.61K shares), William Ehrhardt (Director, 37.35K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Albert G Lowenthal | Ceo | 254,876 | 0 | 28 Jan, 2026 |
| R Lawrence Roth | - | 18,400 | 0 | 27 Feb, 2026 |
| A Winn Oughtred | - | 23,150 | 0 | 01 Feb, 2024 |
| Timothy Martin Dwyer | - | 28,400 | 0 | 27 Feb, 2026 |
| Dennis P Mcnamara | Secretary | 20,177 | 0 | 03 Mar, 2026 |
| William Ehrhardt | - | 37,350 | 0 | 01 Feb, 2024 |
| Evan Behrens | - | 7,025 | 0 | 27 Feb, 2026 |
| Robert S Lowenthal | - | 129,608 | 0 | 28 Jan, 2026 |
| Paul M Friedman | - | 0 | 18,400 | 27 Feb, 2026 |
| Teresa Glasser | - | 18,400 | 0 | 27 Feb, 2026 |
| Stacy J. Kanter | - | 5,900 | 0 | 27 Feb, 2026 |
| Suzanne Spaulding | - | 5,900 | 0 | 27 Feb, 2026 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 02 Mar, 2026 | Dennis P Mcnamara | Class A non-voting common stock | D | 4,673 | $90.67 | 20,177 | D | S |
| 26 Feb, 2026 | Suzanne Spaulding | Class A non-voting common stock | A | 1,400 | - | 5,900 | D | J |
| 26 Feb, 2026 | Timothy Martin Dwyer | Class A non-voting common stock | A | 1,400 | - | 28,400 | D | J |
| 26 Feb, 2026 | Suzanne Spaulding | Class A non-voting common stock | A | 1,400 | - | 5,900 | D | J |
| 26 Feb, 2026 | Stacy J. Kanter | Class A non-voting common stock | A | 1,400 | - | 5,900 | D | J |
| 26 Feb, 2026 | Paul M Friedman | Class A non-voting common stock | A | 1,400 | - | 18,400 | I | J |
| 26 Feb, 2026 | R Lawrence Roth | Class A non-voting common stock | A | 1,400 | - | 18,400 | D | J |
| 26 Feb, 2026 | Evan Behrens | Class A non-voting common stock | A | 1,400 | - | 7,025 | D | J |
| 26 Feb, 2026 | Teresa Glasser | Class A non-voting common stock | A | 1,400 | - | 18,400 | D | J |
| 26 Feb, 2026 | R Lawrence Roth | Class A non-voting common stock | A | 1,400 | - | 18,400 | D | J |
| 28 Jan, 2026 | Dennis P Mcnamara | Class A non-voting common stock | A | 3,084 | - | 24,850 | D | J |
| 28 Jan, 2026 | Albert G Lowenthal | Class A non-voting common stock | A | 55,725 | - | 254,876 | D | J |
| 28 Jan, 2026 | Robert S Lowenthal | Class A non-voting common stock | A | 35,505 | - | 129,608 | D | J |
| 28 Jan, 2026 | Dennis P Mcnamara | Restricted Class A non-voting common stock | D | 5,000 | - | 9,500 | D | J |
| 28 Jan, 2026 | Robert S Lowenthal | Restricted Class A non-voting common stock | D | 75,000 | - | 105,000 | D | J |
| 28 Jan, 2026 | Albert G Lowenthal | Restricted Class A non-voting common stock | D | 110,000 | - | 227,500 | D | J |
| 05 Aug, 2025 | Dennis P Mcnamara | Class A non-voting common stock | D | 2,000 | $73.81 | 21,766 | D | S |
| 09 Jun, 2025 | Paul M Friedman | Class A non-voting common stock | D | 3,500 | $63.32 | 20,500 | I | S |
| 10 Jun, 2025 | Paul M Friedman | Class A non-voting common stock | D | 3,500 | $63.31 | 17,000 | I | S |
| 06 Jun, 2025 | Paul M Friedman | Class A non-voting common stock | D | 3,000 | $63.11 | 24,000 | I | S |