---
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"
generated_at: "2026-06-05T05:54:07.325394+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.3
calibrated_materiality_score: 0.3
confidence: "high"
source: SEC EDGAR
---

# Oppenheimer Holdings: two long-serving directors retiring, Suzanne Spaulding appointed

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.3
- calibrated_materiality_score: 0.3
- confidence: high
- sec_items: 5.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000791963-24-000017
- JSON: https://secwatch.observer/filing/0000791963-24-000017.json
- Plain text: https://secwatch.observer/filing/0000791963-24-000017.txt

## Key facts
- Executive change
  Suzanne Spaulding was elected as Director at OPPENHEIMER HOLDINGS INC.
  - Action: elected
  - Role: Director
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/791963/000079196324000017/0000791963-24-000017-index.htm
- Executive change
  A. Winn Oughtred departed as Director at OPPENHEIMER HOLDINGS INC.
  - Action: retiring
  - Role: Director
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/791963/000079196324000017/0000791963-24-000017-index.htm
- Executive change
  William J. Ehrhardt departed as Director at OPPENHEIMER HOLDINGS INC.
  - Action: retiring
  - Role: Director
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/791963/000079196324000017/0000791963-24-000017-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.