{"schema_version":"secwatch.filing_event.v1","accession":"0000791963-24-000017","form_type":"8-K","ticker":"OPY","cik":"0000791963","company_name":"OPPENHEIMER HOLDINGS INC","filed_at":"2024-03-01T23:59:59+00:00","discovered_at":"2026-05-14T18:03:26.931568+00:00","generated_at":"2026-06-05T05:54:07.325394+00:00","sec_items":["5.02","9.01"],"event_type":"leadership","sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"confidence":"high","headline":"Oppenheimer Holdings: two long-serving directors retiring, Suzanne Spaulding appointed","bullets":["William J. Ehrhardt (79) and A. Winn Oughtred (80) will not stand for re-election at May 2024 annual meeting.","Suzanne Spaulding (67) elected to Board effective March 1, 2024; brings cybersecurity and risk management expertise.","Spaulding expected to serve on Nominating & Corporate Governance and Audit Committees.","Neither retiring director has any disagreement with the Company regarding operations, policies, or practices."],"urls":{"canonical":"https://secwatch.observer/filing/0000791963-24-000017","json":"https://secwatch.observer/filing/0000791963-24-000017.json","markdown":"https://secwatch.observer/filing/0000791963-24-000017.md","text":"https://secwatch.observer/filing/0000791963-24-000017.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/791963/000079196324000017/0000791963-24-000017-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/791963/000079196324000017/opy-20240301.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-05T05:54:07.325394+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":"49c9def64d","claim":"Suzanne Spaulding was elected as Director at OPPENHEIMER HOLDINGS INC.","evidence_excerpt":"the Board of the Company temporarily increased the size of the Board and elected Suzanne Spaulding, 67, a director of the Company effective at the close of business March 1, 2024.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/791963/000079196324000017/0000791963-24-000017-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"elected"},{"label":"Role","value":"Director"}],"fact_type":"executive_change"},{"claim_id":"b4fa7b7b74","claim":"A. Winn Oughtred departed as Director at OPPENHEIMER HOLDINGS INC.","evidence_excerpt":"William J. Ehrhardt, 79, and A. Winn Oughtred, 80, verbally notified the Company that they will be retiring and do not plan to stand for re-election to the Board at the 2024 Annual Meeting of Stockholders of the Company to be held in May 2024.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/791963/000079196324000017/0000791963-24-000017-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"retiring"},{"label":"Role","value":"Director"}],"fact_type":"executive_change"},{"claim_id":"ba761c0d05","claim":"William J. Ehrhardt departed as Director at OPPENHEIMER HOLDINGS INC.","evidence_excerpt":"William J. Ehrhardt, 79, and A. Winn Oughtred, 80, verbally notified the Company that they will be retiring and do not plan to stand for re-election to the Board at the 2024 Annual Meeting of Stockholders of the Company to be held in May 2024.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/791963/000079196324000017/0000791963-24-000017-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"retiring"},{"label":"Role","value":"Director"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}