- Direction
- Inflecting
- Own history
- 0th
- Peers
- 0th
- Persistence
- REVERSING
· Security Brokers, Dealers & Flotation Companies
RESEARCH SNAPSHOTOPPENHEIMER HOLDINGS INC's latest supported as-filed period reports revenue of $336.4M, 9.1% below the comparable as-filed period. Every value below links to its SEC accession and metric lineage.
No material rule-based research observation currently meets GrossPattern's Insight value threshold. Current state, direction, and filing evidence remain available below.
Separate current dimensions—not a universal score or investment ranking.
A multidimensional view of the latest comparable filing—not a composite score or recommendation.
Level · gp.fundamentals.capex_revenue_ratio
Raw value 1.12% · OPTIONAL
Ratio · gp.fundamentals.operating_cash_flow + gp.fundamentals.revenue
Raw value 39.34% · OPTIONAL
Yoy · gp.fundamentals.revenue
Raw value -9.12% · CORE
Level · gp.fundamentals.operating_margin
Raw value 2.61% · CORE
Level · gp.fundamentals.sbc_revenue_ratio
Raw value 7.71% · OPTIONAL
Business direction, financial quality, capital allocation, and governance evidence remain separate—never collapsed into a recommendation score.
Interpretation boundary Direction describes measurable company fundamentals. Governance reports observable evidence only; it does not grade management character or predict stock returns.
Latest available comparable states within 180 days, normalized with robust median/MAD statistics.
The most important deterministic changes, ranked by magnitude, issuer history, persistence, and accounting profile.
This cluster groups 2 independently calculated changes: Capital expenditure increased 211.4%; Capex / revenue moved 79 bp higher.
2 evidence-backed componentsOperating income changed -72.2% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
Each point keeps the date investors could first observe it and its accession.
OPY · as filed with the SEC · reported-date aware
Direct SEC links, filing dates, report periods, and amendment flags.
0001628280-26-068451SEC ↗10-QOct 30, 2026Period Sep 30, 20260001628280-26-068450SEC ↗8-KAug 3, 2026Period Aug 3, 20260001628280-26-051561SEC ↗10-QJul 31, 2026Period Jun 30, 20260001628280-26-051238SEC ↗8-KJul 31, 2026Period Jul 31, 20260001628280-26-051237SEC ↗4May 11, 2026Period Feb 6, 20260001628280-26-033456SEC ↗4May 11, 2026Period Feb 6, 20260001628280-26-033455SEC ↗Transaction semantics distinguish purchases, sales, awards, exercises, withholding, and derivatives.
| Filed / transacted | Reporting owner | Semantics | Shares | Price | Notional | Source |
|---|---|---|---|---|---|---|
| Feb 6, 2026Filed May 11, 2026 | LOWENTHAL ALBERT GChairman | OtherDirect | 40,000 | — | — | Form 4 ↗ |
GrossPattern stores immutable raw artifacts, accession-scoped facts, parser and metric versions, dependency edges, quality state, and channel-specific publication rights. A restricted or unknown ancestor blocks the page and API automatically.
SEC source policy ↗Operating margin changed -593 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
Free-cash-flow proxy changed +106.7% from the comparable as-filed period.
Operating cash flow changed +108.7% from the comparable as-filed period.
Net income changed -74.9% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
Revenue changed -9.1% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
SBC / revenue changed +322 basis points from the comparable as-filed period.
Method note “Materiality” here is an analytical magnitude band, not a legal conclusion. Full filing-text semantic changes remain unpublished while excerpt rights and review thresholds are unresolved.
Latest supported period in this snapshot: 2026-09-30. Duration facts use direct quarterly or annual SEC contexts; GrossPattern does not manufacture missing Q4 values.
0001628280-26-033454