{"schema_version":"secwatch.filing_event.v1","accession":"0000791963-22-000060","form_type":"8-K","ticker":"OPY","cik":"0000791963","company_name":"OPPENHEIMER HOLDINGS INC","filed_at":"2022-08-02T23:59:59+00:00","discovered_at":"2026-05-14T18:03:58.158097+00:00","generated_at":"2026-06-24T06:10:21.150553+00:00","sec_items":["5.02","9.01"],"event_type":"leadership","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"confidence":"high","headline":"Oppenheimer Holdings appoints Brad Watkins as CFO, effective Aug 1, 2022","bullets":["Brad M. Watkins named EVP and CFO of Oppenheimer Holdings and Oppenheimer & Co., succeeding Jeffrey J. Alfano.","Watkins receives $300K annual base salary, $500K bonus payable Feb 2023, and 10,000 deferred stock award vesting in 5 years.","Prior CFO Jeffrey J. Alfano resigned Feb 7, 2022, effective March 1, 2022, to pursue other opportunities.","Watkins joined from KPMG where he was an audit partner in financial services; holds B.S. in Accounting from NYU Stern.","Watkins will serve on Oppenheimer's Management and Risk Management committees, reporting to CEO Albert G. Lowenthal."],"urls":{"canonical":"https://secwatch.observer/filing/0000791963-22-000060","json":"https://secwatch.observer/filing/0000791963-22-000060.json","markdown":"https://secwatch.observer/filing/0000791963-22-000060.md","text":"https://secwatch.observer/filing/0000791963-22-000060.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/791963/000079196322000060/0000791963-22-000060-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/791963/000079196322000060/opy-20220801.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-24T06:10:21.150553+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":"8fe98fa5c6","claim":"Brad M. Watkins was appointed as Executive Vice President and Chief Financial Officer at OPPENHEIMER HOLDINGS INC.","evidence_excerpt":"The Company appointed Brad M. Watkins as the Executive Vice President and Chief Financial Officer of the Company and Oppenheimer (together, the “Companies”) effective August 1, 2022.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/791963/000079196322000060/0000791963-22-000060-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"Executive Vice President and Chief Financial Officer"}],"fact_type":"executive_change"},{"claim_id":"c6ff86b7e0","claim":"Jeffrey J. Alfano resigned as Executive Vice President and Chief Financial Officer at OPPENHEIMER HOLDINGS INC.","evidence_excerpt":"on February 7, 2022, Jeffrey J. Alfano resigned his position as Executive Vice President and 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/791963/000079196322000060/0000791963-22-000060-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"resigned"},{"label":"Role","value":"Executive Vice President and 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"}