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Oppenheimer
Oppenheimer (OPY) investor relations material
Oppenheimer Proxy Filing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Proxy Filing summary2 Mar, 2026
Executive summary
Annual Meeting scheduled for May 4, 2026, to be held virtually, with Class B voting stockholders eligible to vote on key corporate matters.
Matters include election of nine directors, ratification of auditors, advisory votes on executive compensation and its frequency, and approval of an amended Certificate of Incorporation.
Mr. A.G. Lowenthal controls 97.5% of Class B Stock and intends to vote in favor of all proposals, making approval of all matters highly likely.
Voting matters and shareholder proposals
Proposals: elect nine directors, ratify Deloitte & Touche LLP as auditors for 2026, approve executive compensation (say-on-pay), set frequency of say-on-pay vote (recommended every 3 years), and approve amended Certificate of Incorporation.
Board recommends voting FOR all directors, FOR auditor ratification, FOR executive compensation, FOR 3-year frequency, and FOR the amended charter.
Only Class B voting stockholders may vote; Class A non-voting stockholders may attend and submit questions but not vote.
Board of directors and corporate governance
Board consists of nine directors, seven of whom are independent; all directors attended 100% of meetings in 2025.
Committees: Audit, Compensation, Compliance, and Nominating and Corporate Governance, all composed of independent directors.
Board leadership includes an independent Lead Director and regular executive sessions without management.
Succession planning is a key focus; CEO transition occurred in May 2025.
Annual board and committee self-evaluations and director education are conducted.
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Next Oppenheimer earnings date
Q1 202630 Apr, 2026
Oppenheimer
Next Oppenheimer earnings date
Q1 202630 Apr, 2026
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Frequently asked questions
Oppenheimer Holdings Inc., through its operating subsidiaries, is a middle market investment bank and full service broker-dealer that is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (corporate and public finance), equity and fixed income research, market-making, trust services, and investment advisory and asset management services. The Company was established in 1881, and is headquartered in New York with additional retail branch offices in the United States and institutional businesses located in London, Tel Aviv, and Hong Kong.
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