{"schema_version":"secwatch.filing_event.v1","accession":"0000791963-22-000028","form_type":"8-K","ticker":"OPY","cik":"0000791963","company_name":"OPPENHEIMER HOLDINGS INC","filed_at":"2022-02-10T23:59:59+00:00","discovered_at":"2026-05-14T18:04:09.780199+00:00","generated_at":"2026-06-27T09:23:44.533077+00:00","sec_items":["5.02","9.01"],"event_type":"leadership","sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"confidence":"high","headline":"CFO Jeffrey Alfano resigns effective March 1, 2022; longtime controller Agosta named interim CFO","bullets":["Jeffrey J. Alfano resigns as CFO of Oppenheimer Holdings and Oppenheimer & Co. effective March 1, 2022.","Resignation is for personal reasons; no disagreements with company or accounting practices.","Salvatore Agosta, 67, controller since 2002, appointed interim CFO and principal financial/accounting officer.","Board will conduct internal and external search for a permanent replacement.","Company expects to timely file its 2021 10-K."],"urls":{"canonical":"https://secwatch.observer/filing/0000791963-22-000028","json":"https://secwatch.observer/filing/0000791963-22-000028.json","markdown":"https://secwatch.observer/filing/0000791963-22-000028.md","text":"https://secwatch.observer/filing/0000791963-22-000028.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/791963/000079196322000028/0000791963-22-000028-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/791963/000079196322000028/opy-20220207.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-27T09:23:44.533077+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"6ff3d2eda6","claim":"Jeffrey J. Alfano resigned as Chief Financial Officer at OPPENHEIMER HOLDINGS INC.","evidence_excerpt":"On February 7, 2022, Jeffrey J. Alfano resigned his position as Chief Financial Officer of Oppenheimer Holdings Inc. (the “Company”) as well as its principal operating subsidiary Oppenheimer & Co. Inc. (“Oppenheimer”) effective on or about March 1, 2022 to pursue other professional opportunities.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/791963/000079196322000028/0000791963-22-000028-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"resigned"},{"label":"Role","value":"Chief Financial Officer"}],"fact_type":"executive_change"},{"claim_id":"fcb66bd854","claim":"Salvatore Agosta was appointed as Interim Chief Financial Officer at OPPENHEIMER HOLDINGS INC.","evidence_excerpt":"the Company has appointed Oppenheimer’s long-time Controller, Salvatore Agosta, 67, as Interim Chief Financial Officer who will assume the duties as principal financial officer and principal accounting officer of the Company.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/791963/000079196322000028/0000791963-22-000028-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"Interim Chief Financial Officer"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}