Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| OPPENHEIMER HOLDINGS INCOPY · Entity 4793 | Director | March 01, 2018 | March 02, 2018 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
OPPENHEIMER HOLDINGS INC
Report date March 01, 2018 · Filed March 02, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A non-voting common stockSEC Table I · non-derivative | Direct | 24,850 |
Reported balance
After 2018-03-01 transaction · row 1
1 source rowRow 1 · 2018-03-01 · Grant · Acquired 2,500 · Balance 24,850 F1: Represents a restricted stock award granted under the Oppenheimer Holdings Inc. 2014 Incentive Plan |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a restricted stock award granted under the Oppenheimer Holdings Inc. 2014 Incentive Plan
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 01, 2018 Filed Mar 2, 2018 15:33 UTC | OPPENHEIMER HOLDINGS INC OPY · Entity 4793 | GrantClass A non-voting common stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001439265-18-000001 · primary_doc.xml · nonDerivative · entry 1 KEEHNER MICHAEL · CIK 0001439265 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,850 F1 · shares: Represents a restricted stock award granted under the Oppenheimer Holdings Inc. 2014 Incentive Plan Read SEC document |
| February 23, 2017 Filed Feb 24, 2017 16:05 UTC | OPPENHEIMER HOLDINGS INC OPY · Entity 4793 | GrantClass A non-voting common stock | 3,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001439265-17-000001 · primary_doc.xml · nonDerivative · entry 1 KEEHNER MICHAEL · CIK 0001439265 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,350 F1 · shares: Represents a restricted stock award granted under the Oppenheimer Holdings Inc. 2014 Incentive Plan Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.