Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| OPPENHEIMER HOLDINGS INCOPY · Entity 4793 | CFO | February 06, 2026 | May 11, 2026 |
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 February 06, 2026 · Filed May 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Class A non-voting common stockSEC Table II · derivative / convertible security | Direct | 20,000 |
Reported balance
After 2026-02-06 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-02-06 · Other · Acquired 2,000 · Balance 20,000 F1: The transaction describes the award on 2/6/2026 of Restricted Class A non-voting common stock vesting on 2/5/2031, subject to the awardee being continuously employed by the company until such time. |
Filing footnotes · ownership attribution and instrument terms
F1: The transaction describes the award on 2/6/2026 of Restricted Class A non-voting common stock vesting on 2/5/2031, subject to the awardee being continuously employed by the company until such time.
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 |
|---|---|---|---|---|---|---|
| February 06, 2026 Filed May 11, 2026 20:08 UTC | OPPENHEIMER HOLDINGS INC OPY · Entity 4793 | OtherRestricted Class A non-voting common stock · Derivative | 2,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-033454 · wk-form4_1778530081.xml · derivative · entry 1 Watkins Brad M · CIK 0001940648 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,000 Underlying: Class A non-voting common stock · 2,000 shares Expires not disclosed F1 · derivative.exercise_price: The transaction describes the award on 2/6/2026 of Restricted Class A non-voting common stock vesting on 2/5/2031, subject to the awardee being continuously employed by the company until such time. F1 · price: The transaction describes the award on 2/6/2026 of Restricted Class A non-voting common stock vesting on 2/5/2031, subject to the awardee being continuously employed by the company until such time. F1 · derivative.exercise_date: The transaction describes the award on 2/6/2026 of Restricted Class A non-voting common stock vesting on 2/5/2031, subject to the awardee being continuously employed by the company until such time. F1 · derivative.expiration_date: The transaction describes the award on 2/6/2026 of Restricted Class A non-voting common stock vesting on 2/5/2031, subject to the awardee being continuously employed by the company until such time. Read SEC document |
| January 29, 2025 Filed Jan 30, 2025 20:36 UTC | OPPENHEIMER HOLDINGS INC OPY · Entity 4793 | OtherRestricted Class A non-voting common stock · Derivative | 2,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001940648-25-000002 · wk-form4_1738269387.xml · derivative · entry 1 Watkins Brad M · CIK 0001940648 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,000 Underlying: Class A non-voting common stock · 2,000 shares Expires not disclosed F1 · derivative.exercise_price: The transaction describes the award on 1/29/2025 of Restricted Class A non-voting common stock vesting on 1/28/2030, subject to the awardee being continuously employed by the company until such time. F1 · price: The transaction describes the award on 1/29/2025 of Restricted Class A non-voting common stock vesting on 1/28/2030, subject to the awardee being continuously employed by the company until such time. F1 · derivative.exercise_date: The transaction describes the award on 1/29/2025 of Restricted Class A non-voting common stock vesting on 1/28/2030, subject to the awardee being continuously employed by the company until such time. F1 · derivative.expiration_date: The transaction describes the award on 1/29/2025 of Restricted Class A non-voting common stock vesting on 1/28/2030, subject to the awardee being continuously employed by the company until such time. Read SEC document |
| January 25, 2024 Filed Jan 29, 2024 15:43 UTC | OPPENHEIMER HOLDINGS INC OPY · Entity 4793 | OtherRestricted Class A non-voting common stock · Derivative | 3,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001940648-24-000002 · wk-form4_1706542987.xml · derivative · entry 1 Watkins Brad M · CIK 0001940648 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,000 Underlying: Class A non-voting common stock · 3,500 shares Expires not disclosed F1 · derivative.exercise_price: The transaction describes the award on 1/25/2024 of Restricted Class A non-voting common stock vesting on 1/24/2029, subject to the awardee being continuously employed by the company until such time. F1 · price: The transaction describes the award on 1/25/2024 of Restricted Class A non-voting common stock vesting on 1/24/2029, subject to the awardee being continuously employed by the company until such time. F1 · derivative.exercise_date: The transaction describes the award on 1/25/2024 of Restricted Class A non-voting common stock vesting on 1/24/2029, subject to the awardee being continuously employed by the company until such time. F1 · derivative.expiration_date: The transaction describes the award on 1/25/2024 of Restricted Class A non-voting common stock vesting on 1/24/2029, subject to the awardee being continuously employed by the company until such time. Read SEC document |
| January 25, 2023 Filed Jan 27, 2023 14:18 UTC | OPPENHEIMER HOLDINGS INC OPY · Entity 4793 | OtherRestricted Class A non-voting common stock · Derivative | 2,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001940648-23-000002 · wf-form4_167482911784506.xml · derivative · entry 1 Watkins Brad M · CIK 0001940648 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 Underlying: Class A non-voting common stock · 2,500 shares Expires not disclosed F1 · derivative.exercise_price: The transaction describes the award on 1/25/2023 of Restricted Class A non-voting common stock vesting on 1/24/2028, subject to the awardee being continuously employed by the company until such time. F1 · price: The transaction describes the award on 1/25/2023 of Restricted Class A non-voting common stock vesting on 1/24/2028, subject to the awardee being continuously employed by the company until such time. F1 · derivative.exercise_date: The transaction describes the award on 1/25/2023 of Restricted Class A non-voting common stock vesting on 1/24/2028, subject to the awardee being continuously employed by the company until such time. F1 · derivative.expiration_date: The transaction describes the award on 1/25/2023 of Restricted Class A non-voting common stock vesting on 1/24/2028, subject to the awardee being continuously employed by the company until such time. 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.