secwatch.observer — SEC 8-K summary ====================================== Issuer: OPPENHEIMER HOLDINGS INC (OPY) CIK: 0000791963 Form: 8-K Filed at: 2025-02-27T23:59:59+00:00 Accession: 0000791963-25-000008 Event type: leadership Sentiment: neutral Materiality: 0.60 Item codes: 5.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Oppenheimer CEO succession: Albert Lowenthal to become Executive Chairman; Robert Lowenthal named CEO -------------------------------------------------------------------------------- - 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. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/791963/000079196325000008/0000791963-25-000008-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/791963/000079196325000008/opy-20250227.htm HTML page: https://secwatch.observer/filing/0000791963-25-000008 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer