{"schema_version":"secwatch.filing_event.v1","accession":"0000791963-25-000008","form_type":"8-K","ticker":"OPY","cik":"0000791963","company_name":"OPPENHEIMER HOLDINGS INC","filed_at":"2025-02-27T23:59:59+00:00","discovered_at":"2026-05-14T18:03:06.359275+00:00","generated_at":"2026-05-26T02:52:53.767699+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 CEO succession: Albert Lowenthal to become Executive Chairman; Robert Lowenthal named CEO","bullets":["Albert Lowenthal steps down as CEO effective May 5, 2025; remains Chairman and becomes Executive Chairman of Opco.","Robert Lowenthal, currently President and Head of Investment Banking, appointed CEO and President of company and Opco.","Robert Lowenthal has been with Oppenheimer over 25 years; roles include CIO, Global Head of Fixed Income, and Head of IB."],"urls":{"canonical":"https://secwatch.observer/filing/0000791963-25-000008","json":"https://secwatch.observer/filing/0000791963-25-000008.json","markdown":"https://secwatch.observer/filing/0000791963-25-000008.md","text":"https://secwatch.observer/filing/0000791963-25-000008.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/791963/000079196325000008/0000791963-25-000008-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/791963/000079196325000008/opy-20250227.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-26T02:52:53.767699+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":"92f076540e","claim":"Albert G. Lowenthal changed role as Chairman of the Company and Executive Chairman of Opco at OPPENHEIMER HOLDINGS INC.","evidence_excerpt":"Albert G. Lowenthal, Chairman of the Board of Directors (“Board”) and Chief Executive Officer (“CEO”), would step down as CEO of the Company and its primary operating subsidiary, Oppenheimer & Co. Inc. (“Opco”), effective at the close of the Annual Shareholders Meeting of the Company to be held on May 5, 2025. Mr. Lowenthal will continue in his role as Chairman of the Company and also will serve as Executive Chairman of Opco.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/791963/000079196325000008/0000791963-25-000008-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"stepped down as CEO"},{"label":"Role","value":"Chairman of the Company and Executive Chairman of Opco"}]},{"claim_id":"f253039fc1","claim":"Robert S. Lowenthal was appointed as Chief Executive Officer and President at OPPENHEIMER HOLDINGS INC.","evidence_excerpt":"the Board unanimously appointed President and Director Mr. Robert S. Lowenthal (48) to serve as CEO of the Company and Opco, effective simultaneously with Mr. Albert Lowenthal’s transition.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/791963/000079196325000008/0000791963-25-000008-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"Chief Executive Officer and President"}]}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}