As of March 23, 2026, Oppenheimer Holdings's top three insider holders are Albert G Lowenthal (Ceo, 254.88K shares), Robert S Lowenthal (Director, 129.61K shares), Jeffrey J Alfano (Cfo, 42.09K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Albert G Lowenthal | Ceo | 254,876 | 0 | 28 Jan, 2026 |
| Robert S Lowenthal | 129,608 | 0 | 28 Jan, 2026 | |
| Jeffrey J Alfano | Cfo | 42,090 | 0 | 05 May, 2021 |
| William Ehrhardt | 37,350 | 0 | 01 Feb, 2024 | |
| Timothy Martin Dwyer | 28,400 | 0 | 27 Feb, 2026 | |
| A Winn Oughtred | 23,150 | 0 | 01 Feb, 2024 | |
| Dennis P Mcnamara | Secretary | 20,177 | 0 | 03 Mar, 2026 |
| Teresa Glasser | 18,400 | 0 | 27 Feb, 2026 | |
| R Lawrence Roth | 18,400 | 0 | 27 Feb, 2026 | |
| Paul M Friedman | 0 | 18,400 | 27 Feb, 2026 | |
| Evan Behrens | 7,025 | 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 | Stacy J. Kanter | Class A non-voting common stock | A | 1,400 | - | 5,900 | D | J |
| 26 Feb, 2026 | Evan Behrens | Class A non-voting common stock | A | 1,400 | - | 7,025 | D | J |
| 26 Feb, 2026 | Suzanne Spaulding | Class A non-voting common stock | A | 1,400 | - | 5,900 | D | J |
| 26 Feb, 2026 | R Lawrence Roth | Class A non-voting common stock | A | 1,400 | - | 18,400 | D | J |
| 26 Feb, 2026 | Teresa Glasser | Class A non-voting common stock | A | 1,400 | - | 18,400 | D | J |
| 26 Feb, 2026 | Paul M Friedman | Class A non-voting common stock | A | 1,400 | - | 18,400 | I | J |
| 26 Feb, 2026 | Timothy Martin Dwyer | Class A non-voting common stock | A | 1,400 | - | 28,400 | D | J |
| 28 Jan, 2026 | Robert S Lowenthal | Class A non-voting common stock | A | 35,505 | - | 129,608 | D | J |
| 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 | Albert G Lowenthal | Restricted Class A non-voting common stock | D | 110,000 | - | 227,500 | 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 |
| 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 |
| 30 Jan, 2025 | Suzanne Spaulding | Class A non-voting common stock | A | 1,500 | - | 1,500 | D | J |
| 30 Jan, 2025 | Timothy Martin Dwyer | Class A non-voting common stock | A | 1,500 | - | 27,000 | D | J |