secwatch.observer — SEC 8-K summary
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Issuer:     OPPENHEIMER HOLDINGS INC (OPY)
CIK:        0000791963
Form:       8-K
Filed at:   2022-08-02T23:59:59+00:00
Accession:  0000791963-22-000060
Event type: leadership
Sentiment:  neutral
Materiality: 0.60
Item codes: 5.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Oppenheimer Holdings appoints Brad Watkins as CFO, effective Aug 1, 2022
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/791963/000079196322000060/0000791963-22-000060-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/791963/000079196322000060/opy-20220801.htm
  HTML page:      https://secwatch.observer/filing/0000791963-22-000060

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