Cohen Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSEAM:COHN Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
07 Jun 24	SellUS$116,400	Joseph Pooler	Individual		10,000	US$11.64

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of COHN?
Owner Type	Number of Shares	Ownership Percentage
Institutions	84,995	5.21%
Individual Insiders	758,396	46.5%
General Public	787,470	48.3%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 23 shareholders own 51.71% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
19.4%	Lester Brafman	315,702	US$11.3m	0%	no data
9.98%	Daniel Cohen	162,757	US$5.8m	0%	no data
5.93%	Edward Cohen	96,647	US$3.4m	0%	no data
4.55%	Joseph Pooler	74,285	US$2.7m	26.4%	no data
1.84%	G. Dawson	30,016	US$1.1m	3.8%	no data
1.51%	BlackRock, Inc.	24,677	US$880.7k	0%	no data
1.35%	Douglas Listman	21,997	US$785.0k	83.3%	no data
1.28%	Jack DiMaio	20,933	US$747.0k	5.55%	no data
1.13%	Renaissance Technologies LLC	18,400	US$656.6k	20.3%	no data
0.96%	Diana Liberto	15,638	US$558.1k	7.57%	no data
0.71%	Charles Haraburda	11,584	US$413.4k	10.5%	no data
0.66%	LPL Financial Corporation, Asset Management Arm	10,762	US$384.1k	0%	no data
0.58%	Bridgeway Capital Management, LLC	9,500	US$339.0k	0%	no data
0.54%	Betsy Cohen	8,837	US$315.4k	0%	no data
0.5%	UBS Asset Management AG	8,220	US$293.4k	-0.8%	no data
0.39%	The Vanguard Group, Inc.	6,389	US$228.0k	0%	no data
0.37%	Geode Capital Management, LLC	5,971	US$213.1k	-1.66%	no data
0.031%	Tower Research Capital Europe Limited	512	US$18.3k	-33.4%	no data
0.021%	Householder Group Estate and Retirement Specialist, LLC	345	US$12.3k	0%	no data
0.013%	Morgan Stanley, Investment Banking and Brokerage Investments	208	US$7.4k	0.48%	no data
0.00043%	Bank of America Corporation, Asset Management Arm	7	US$250.3	40%	no data
0.00018%	JPMorgan Chase & Co, Brokerage and Securities Investments	3	US$104.8	-25%	no data
0.00006%	Wells Fargo & Company, Securities and Brokerage Investments	1	US$34.9	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/27 22:20
End of Day Share Price	2024/12/27 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Cohen & Company Inc. is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution