Smart Money · Holder IQ
Above median holder quality (percentile 55.3 this quarter). Tracked high-scoring holders are adding shares.
Reading stored signals…
Financial Services • Capital Markets
Per-share book value with reinvested dividends, and the steadiness of its 40-quarter trend.
As of · Window to
Historical book-value growth with dividends
Peers: same sector, nearest by revenue · 2 qualifying series. Each starts at 100 on its own fiscal dates.
· 100 indexed · 24.5 per share
· 104.4 indexed · 25.6 per share
· 105 indexed · 25.7 per share
· 103.6 indexed · 25.4 per share
· 105.7 indexed · 25.9 per share
· 104.5 indexed · 25.6 per share
· 111.8 indexed · 27.4 per share
· 102 indexed · 25 per share
· 103 indexed · 25.2 per share
· 102 indexed · 25 per share
· 101.5 indexed · 24.9 per share
· 96.1 indexed · 23.6 per share
· 95.2 indexed · 23.3 per share
· 90.7 indexed · 22.2 per share
· 95 indexed · 23.3 per share
· 107.8 indexed · 26.4 per share
· 111.3 indexed · 27.3 per share
· 118 indexed · 28.9 per share
· 148.7 indexed · 36.4 per share
· 181.2 indexed · 44.4 per share
· 187.2 indexed · 45.9 per share
· 160.6 indexed · 39.4 per share
· 165 indexed · 40.4 per share
· 144.6 indexed · 35.4 per share
· 143.9 indexed · 35.3 per share
· 142 indexed · 34.8 per share
· 130.2 indexed · 31.9 per share
· 121 indexed · 29.6 per share
· 104.7 indexed · 25.7 per share
· 104.3 indexed · 25.6 per share
· 113.7 indexed · 27.9 per share
· 118.6 indexed · 29.1 per share
· 112.9 indexed · 27.7 per share
· 119.7 indexed · 29.3 per share
· 110.2 indexed · 27 per share
· 111.1 indexed · 27.2 per share
· 118.1 indexed · 29 per share
· 131.6 indexed · 32.3 per share
· 135.5 indexed · 33.2 per share
· 127.1 indexed · 31.1 per share
· 119.9 indexed · 29.4 per share
CHCO · 2016-06-30 to 2026-06-30 · size observation 2026-11-12 · grade sha256:2e8a17b474255d5faceef39a9d848c16febd5e9e048a2de753339575edfc5ac6
PGC · 2016-06-30 to 2026-06-30 · size observation 2026-11-12 · grade sha256:31dd3a947176379ada12090745af186dbcf8fc390cea9195ca5c0e113bf7fd33
Basis: tangible common book. Dividends are reinvested at book value.
No decline detected by the published slope-ratio test.
The compounder rule requires a top-decile composite, positive slope and no detected decline in the tangible-book eligible pool. Total-common-book fallback rows cannot qualify. Decline means the 90% interval for recent / whole-window slope lies below 1.
Source: SEC first-filed XBRL. Midas Edge API’s published Green Compounders method uses only filings public by the as-of date, split-adjusted shares and the original filed values. Restatements do not replace them. Issuer pools and entity types reflect the SEC submissions captured for this run, not historical classifications at each as-of date.
The primary form fits log book value with reinvested dividends against time. The method checks the starting book and market-cap floors and excludes identified non-reliance/enforcement windows. Its cohort is fixed at capture time, so historical percentiles have capture and survival limits. It does not check audit-opinion going-concern text. This grade is separate from InsiderIQ, HolderIQ and NetCredibility.
Input filings (41 in this window): 0001270436-16-000026; 0001270436-16-000028; 0001270436-17-000002. The links show up to three of the input filings.
Method notes: Going-concern audit wording was not evaluated. Missing dividend facts were treated as zero by the published method. Enforcement findings use records naming the issuer. Share values were adjusted for stock splits. The history contains a large unexplained tangible-book decline.
No reporting owner has a RED or GREEN connection distinguishable from zero in this publication.
A connection is distinguishable from zero here only when its RED or GREEN published interval has a lower bound above zero. A person with an admitted finding is always listed first, even with a zero score. Connections are then ordered by the larger of RED and GREEN. A zero tied with other owners is not given a percentile.
RED measures graph connections to people with admitted adjudications; GREEN measures connections to repeat value creators and stewards of qualifying compounders and long-term shareholder-return leaders. Net is GREEN minus RED on a −1 to 1 scale, not a probability or expected return. Connections alone do not establish conduct. These measures are separate from insider trading performance and Company Quality Grade.
The publication is uncalibrated. Its intervals are published bands, not a claim of calibrated confidence or a tested forecast.
Admitted findings are published guilty pleas, convictions and litigated SEC judgments or orders. Settlements and open cases are not findings. A positive net does not erase an admitted finding. Absence of a finding is not a clearance or a complete regulatory-history search.
Reporting owners who filed from after Oct 9, 2025 through Oct 9, 2026: a 12-month window ending at the publication date. This can include former officers and directors; it is not a verified roster of today's employees.
Link an account to see your stake, watchlist and past holdings. use the cited filings to check the reported role and evidence alongside your investment thesis. A connection alone does not tell you to increase or reduce a holding.
Medians across all 8 scored reporting owners at this company as of Oct 9, 2026: RED 0, GREEN 0, net 0. Highest RED: 0; highest GREEN: 0.
Lester Raymond Brafman · SEC CIK 0001578554
Read the Form 4 filed Mar 6, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: a8c8e1dae2ab85c1b78c582b70ccb6a810e2245c8be8c60f2d42c573a152eee1
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Daniel G. Cohen · SEC CIK 0001247745
Read the Form 4 filed Jul 17, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 329460406e0498302ae712e08bdb7261a8c81529977117f69cd7e2533233885f
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
G. Steven Dawson · SEC CIK 0001020944
Read the Form 4 filed Dec 19, 2025Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 6a7f232309cf688cdc847cd081a436b5e80bfc09c11d161487e9d1a6287875f7
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Jack J. DiMaio Jr. · SEC CIK 0002108111
Read the Form 4 filed Jan 29, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 15176e5226ce895ba339d391b913c4772223a82e30d0194df2feae2270115d6b
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Jack Haraburda · SEC CIK 0001378248
Read the Form 4 filed Dec 19, 2025Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 5d410b88d481115347f5a366cbea899c7a6738a48454fa42262663efa900ffd1
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Diana Louise Liberto · SEC CIK 0001666535
Read the Form 4 filed Dec 19, 2025Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: e34873053580da66ca34fc992b93fbb311dd3352feda5a4d2834e7195a3ea789
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Douglas Listman · SEC CIK 0001478645
Read the Form 4 filed Feb 5, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: fd7ac305cb623153f4045ac2b48a0adf5dba891c39561669a6901ea63b955d89
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Joseph W. Pooler Jr. · SEC CIK 0001478247
Read the Form 4 filed Aug 7, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 1f33d952c573f59d7a13e82b3572d5c27b669be552431df0f8a6af228c3f742a
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Trailing twelve-month statements · as of Nov 12, 2026
End-of-day close from stored market data, not a live quote.
Cohen & Company Inc. is a publicly owned investment manager. The firm primarily provides its services to individuals and institutions. It manages separate client-focused fixed income portfolios. Institutional Financial Markets, Inc. also manages funds and collateralized debt obligations for its clients. It invests in the fixed income and alternative investment markets across the globe.
The firm's fixed income investments include U.S. trust preferred securities, European hybrid capital securities, Asian commercial real estate debt, mortgage backed securities, and asset backed securities. The firm was formerly known as Institutional Financial Markets, Inc. Cohen & Company Inc. was founded in 1999 and is based in Philadelphia, Pennsylvania with additional offices in New York City; Boca Raton, Florida; Chicago, Illinois; Bethesda, Maryland; Boston, Massachusetts; Paris, France; and London, United Kingdom.
Company profile stored Oct 21, 2026.
The last 8 fiscal quarters from the latest stored normalized financial statements. These may include restatements. Year over year compares the same quarter a year earlier.
| Quarter | Revenue | YoY | Net income |
|---|---|---|---|
| Jun 2026filed Aug 3, 2026 | $69.5M | +16.1% | $3.6M |
| Mar 2026filed May 4, 2026 | $57.9M | +101.5% | $1.5M |
| Dec 2025filed Mar 6, 2026 | $102.7M | +454.1% | $8.1M |
| Sep 2025filed Nov 6, 2025 | $84.2M | +165.7% | $4.6M |
| Jun 2025filed Aug 4, 2025 | $59.9M | +454.5% | $1.4M |
| Mar 2025filed May 2, 2025 | $28.7M | +54.8% | $329.0K |
| Dec 2024filed Mar 12, 2025 | $18.5M | -46.2% | -$2.0M |
| Sep 2024filed Nov 4, 2024 | $31.7M | +85.1% | $2.2M |
| Fiscal year | Revenue | YoY | Net income |
|---|---|---|---|
| Dec 2025filed Mar 6, 2026 | $278.3M | +249.6% | $14.4M |
| Dec 2024filed Mar 12, 2025 | $79.6M | -4.1% | -$129.0K |
| Dec 2023filed Mar 6, 2024 | $83.0M | +86.9% | -$5.1M |
| Dec 2022filed Mar 9, 2023 | $44.4M | -69.7% | -$13.4M |
| Dec 2021filed Mar 9, 2022 | $146.4M | +12.5% | $11.8M |
| Dec 2020filed Mar 5, 2021 | $130.1M | +162.0% | $14.2M |
Reported short positions, stored float percentages and adjusted prices over the same period.
Shares short
Share of float
Adjusted close · USD
Settlement Oct 30, 2026
25,216 shares short
-4,224 shares (-14.3%) vs Oct 15, 2026
1.3% of the stored float. Published Nov 10, 2026.
Settlement Oct 15, 2026
29,440 shares short
+6,917 shares (+30.7%) vs Sep 30, 2026
1.5% of the stored float. Published Oct 26, 2026.
Settlement Sep 30, 2026
22,523 shares short
+2,792 shares (+14.2%) vs Sep 15, 2026
1.2% of the stored float. Published Oct 9, 2026.
Settlement Sep 15, 2026
19,731 shares short
-1,068 shares (-5.1%) vs Aug 31, 2026
1.4% of the stored float. Published Sep 24, 2026.
Settlement Aug 31, 2026
20,799 shares short
+5,823 shares (+38.9%) vs Aug 14, 2026
1.5% of the stored float. Published Sep 10, 2026.
Settlement Aug 14, 2026
14,976 shares short
-1,725 shares (-10.3%) vs Jul 31, 2026
Published Aug 25, 2026.
Settlement Jul 31, 2026
16,701 shares short
+5,125 shares (+44.3%) vs Jul 15, 2026
Published Aug 11, 2026.
Settlement Jul 15, 2026
11,576 shares short
-7,314 shares (-38.7%) vs Jun 30, 2026
Published Jul 24, 2026.
Settlement Jun 30, 2026
18,890 shares short
+5,230 shares (+38.3%) vs Jun 15, 2026
Published Jul 10, 2026.
Settlement Jun 15, 2026
13,660 shares short
-14,417 shares (-51.3%) vs May 29, 2026
Published Jun 25, 2026.
Settlement May 29, 2026
28,077 shares short
+13,957 shares (+98.8%) vs May 15, 2026
Published Jun 9, 2026.
Settlement May 15, 2026
14,120 shares short
+1,643 shares (+13.2%) vs Apr 30, 2026
Published May 27, 2026.
Settlement Apr 30, 2026
12,477 shares short
+6,425 shares (+106.2%) vs Apr 15, 2026
Published May 11, 2026.
Settlement Apr 15, 2026
6,052 shares short
-1,124 shares (-15.7%) vs Mar 31, 2026
Published Apr 24, 2026.
Settlement Mar 31, 2026
7,176 shares short
-1,663 shares (-18.8%) vs Mar 13, 2026
Published Apr 10, 2026.
Settlement Mar 13, 2026
8,839 shares short
-5,254 shares (-37.3%) vs Feb 27, 2026
Published Mar 24, 2026.
Settlement Feb 27, 2026
14,093 shares short
-186 shares (-1.3%) vs Feb 13, 2026
Published Mar 10, 2026.
Settlement Feb 13, 2026
14,279 shares short
-6,516 shares (-31.3%) vs Jan 30, 2026
Published Feb 25, 2026.
Settlement Jan 30, 2026
20,795 shares short
-12,141 shares (-36.9%) vs Jan 15, 2026
Published Feb 10, 2026.
Settlement Jan 15, 2026
32,936 shares short
+11,140 shares (+51.1%) vs Dec 31, 2025
Published Jan 27, 2026.
Settlement Dec 31, 2025
21,796 shares short
+7,838 shares (+56.2%) vs Dec 15, 2025
Published Jan 12, 2026.
Settlement Dec 15, 2025
13,958 shares short
+6,963 shares (+99.5%) vs Nov 28, 2025
Published Dec 24, 2025.
Settlement Nov 28, 2025
6,995 shares short
+1,773 shares (+34%) vs Nov 14, 2025
Published Dec 9, 2025.
Settlement Nov 14, 2025
5,222 shares short
+2,305 shares (+79%) vs Oct 31, 2025
Published Nov 25, 2025.
Settlement Oct 31, 2025
2,917 shares short
-7,730 shares (-72.6%) vs Oct 15, 2025
Published Nov 11, 2025.
Settlement Oct 15, 2025
10,647 shares short
-265 shares (-2.4%) vs Sep 30, 2025
Published Oct 24, 2025.
Settlement Sep 30, 2025
10,912 shares short
+483 shares (+4.6%) vs Sep 15, 2025
Published Oct 9, 2025.
Settlement Sep 15, 2025
10,429 shares short
-3,669 shares (-26%) vs Aug 29, 2025
Published Sep 24, 2025.
Settlement Aug 29, 2025
14,098 shares short
-8,461 shares (-37.5%) vs Aug 15, 2025
Published Sep 10, 2025.
Settlement Aug 15, 2025
22,559 shares short
+8,445 shares (+59.8%) vs Jul 31, 2025
Published Aug 26, 2025.
Settlement Jul 31, 2025
14,114 shares short
-2,201 shares (-13.5%) vs Jul 15, 2025
Published Aug 11, 2025.
Settlement Jul 15, 2025
16,315 shares short
+5,605 shares (+52.3%) vs Jun 30, 2025
Published Jul 24, 2025.
Settlement Jun 30, 2025
10,710 shares short
+9,785 shares (+1,057.8%) vs Jun 13, 2025
Published Jul 10, 2025.
Settlement Jun 13, 2025
925 shares short
+126 shares (+15.8%) vs May 30, 2025
Published Jun 25, 2025.
Settlement May 30, 2025
799 shares short
-81 shares (-9.2%) vs May 15, 2025
Published Jun 10, 2025.
Settlement May 15, 2025
880 shares short
+545 shares (+162.7%) vs Apr 30, 2025
Published May 27, 2025.
Settlement Apr 30, 2025
335 shares short
-292 shares (-46.6%) vs Apr 15, 2025
Published May 9, 2025.
Settlement Apr 15, 2025
627 shares short
-4,910 shares (-88.7%) vs Mar 31, 2025
Published Apr 25, 2025.
Settlement Mar 31, 2025
5,537 shares short
-636 shares (-10.3%) vs Mar 14, 2025
Published Apr 9, 2025.
Settlement Mar 14, 2025
6,173 shares short
-1,183 shares (-16.1%) vs Feb 28, 2025
Published Mar 25, 2025.
Settlement Feb 28, 2025
7,356 shares short
+3,808 shares (+107.3%) vs Feb 14, 2025
Published Mar 11, 2025.
Settlement Feb 14, 2025
3,548 shares short
+2,245 shares (+172.3%) vs Jan 31, 2025
Published Feb 26, 2025.
Settlement Jan 31, 2025
1,303 shares short
-2,726 shares (-67.7%) vs Jan 15, 2025
Published Feb 11, 2025.
Settlement Jan 15, 2025
4,029 shares short
+1,335 shares (+49.6%) vs Dec 31, 2024
Published Jan 27, 2025.
Settlement Dec 31, 2024
2,694 shares short
-4,616 shares (-63.1%) vs Dec 13, 2024
Published Jan 10, 2025.
Settlement Dec 13, 2024
7,310 shares short
-5,095 shares (-41.1%) vs Nov 29, 2024
Published Dec 24, 2024.
Settlement Nov 29, 2024
12,405 shares short
-7,086 shares (-36.4%) vs Nov 15, 2024
Published Dec 10, 2024.
Settlement Nov 15, 2024
19,491 shares short
+5,715 shares (+41.5%) vs Oct 31, 2024
Published Nov 26, 2024.
Settlement Oct 31, 2024
13,776 shares short
+1,349 shares (+10.9%) vs Oct 15, 2024
Published Nov 11, 2024.
Settlement Oct 15, 2024
12,427 shares short
-2,599 shares (-17.3%) vs Sep 30, 2024
Published Oct 24, 2024.
Settlement Sep 30, 2024
15,026 shares short
-2,282 shares (-13.2%) vs Sep 13, 2024
Published Oct 9, 2024.
Settlement Sep 13, 2024
17,308 shares short
+4,229 shares (+32.3%) vs Aug 30, 2024
Published Sep 24, 2024.
Settlement Aug 30, 2024
13,079 shares short
-386 shares (-2.9%) vs Aug 15, 2024
Published Sep 11, 2024.
Settlement Aug 15, 2024
13,465 shares short
-5,507 shares (-29%) vs Jul 31, 2024
Published Aug 26, 2024.
Settlement Jul 31, 2024
18,972 shares short
-2,902 shares (-13.3%) vs Jul 15, 2024
Published Aug 9, 2024.
Settlement Jul 15, 2024
21,874 shares short
-1,190 shares (-5.2%) vs Jun 28, 2024
Published Jul 24, 2024.
Settlement Jun 28, 2024
23,064 shares short
+10,621 shares (+85.4%) vs Jun 14, 2024
Published Jul 10, 2024.
Settlement Jun 14, 2024
12,443 shares short
+2,337 shares (+23.1%) vs May 31, 2024
Published Jun 26, 2024.
Settlement May 31, 2024
10,106 shares short
+980 shares (+10.7%) vs May 15, 2024
Published Jun 11, 2024.
Settlement May 15, 2024
9,126 shares short
+953 shares (+11.7%) vs Apr 30, 2024
Published May 24, 2024.
Settlement Apr 30, 2024
8,173 shares short
+1,241 shares (+17.9%) vs Apr 15, 2024
Published May 9, 2024.
Settlement Apr 15, 2024
6,932 shares short
-2,865 shares (-29.2%) vs Mar 28, 2024
Published Apr 24, 2024.
Settlement Mar 28, 2024
9,797 shares short
-3,254 shares (-24.9%) vs Mar 15, 2024
Published Apr 9, 2024.
Settlement Mar 15, 2024
13,051 shares short
+7,350 shares (+128.9%) vs Feb 29, 2024
Published Mar 26, 2024.
Settlement Feb 29, 2024
5,701 shares short
-525 shares (-8.4%) vs Feb 15, 2024
Published Mar 11, 2024.
Settlement Feb 15, 2024
6,226 shares short
+2,983 shares (+92%) vs Jan 31, 2024
Published Feb 27, 2024.
Settlement Jan 31, 2024
3,243 shares short
-532 shares (-14.1%) vs Jan 12, 2024
Published Feb 9, 2024.
Settlement Jan 12, 2024
3,775 shares short
-2,062 shares (-35.3%) vs Dec 29, 2023
Published Jan 24, 2024.
Settlement Dec 29, 2023
5,837 shares short
-1,566 shares (-21.2%) vs Dec 15, 2023
Published Jan 10, 2024.
Settlement Dec 15, 2023
7,403 shares short
-3,534 shares (-32.3%) vs Nov 30, 2023
Published Dec 26, 2023.
Settlement Nov 30, 2023
10,937 shares short
+1,687 shares (+18.2%) vs Nov 15, 2023
Published Dec 11, 2023.
Settlement Nov 15, 2023
9,250 shares short
+4,493 shares (+94.5%) vs Oct 31, 2023
Published Nov 24, 2023.
Settlement Oct 31, 2023
4,757 shares short
-199 shares (-4%) vs Oct 13, 2023
Published Nov 9, 2023.
Settlement Oct 13, 2023
4,956 shares short
+726 shares (+17.2%) vs Sep 29, 2023
Published Oct 24, 2023.
Settlement Sep 29, 2023
4,230 shares short
-2,101 shares (-33.2%) vs Sep 15, 2023
Published Oct 10, 2023.
Settlement Sep 15, 2023
6,331 shares short
-6,835 shares (-51.9%) vs Aug 31, 2023
Published Sep 26, 2023.
Settlement Aug 31, 2023
13,166 shares short
-5,606 shares (-29.9%) vs Aug 15, 2023
Published Sep 11, 2023.
Settlement Aug 15, 2023
18,772 shares short
-507 shares (-2.6%) vs Jul 31, 2023
Published Aug 24, 2023.
Settlement Jul 31, 2023
19,279 shares short
+4,649 shares (+31.8%) vs Jul 14, 2023
Published Aug 9, 2023.
Settlement Jul 14, 2023
14,630 shares short
-774 shares (-5%) vs Jun 30, 2023
Published Jul 25, 2023.
Settlement Jun 30, 2023
15,404 shares short
-61,935 shares (-80.1%) vs Jun 15, 2023
Published Jul 11, 2023.
Settlement Jun 15, 2023
77,339 shares short
+75,663 shares (+4,514.5%) vs May 31, 2023
Published Jun 26, 2023.
Settlement May 31, 2023
1,676 shares short
-804 shares (-32.4%) vs May 15, 2023
Published Jun 9, 2023.
Settlement May 15, 2023
2,480 shares short
-1,048 shares (-29.7%) vs Apr 28, 2023
Published May 24, 2023.
Settlement Apr 28, 2023
3,528 shares short
+190 shares (+5.7%) vs Apr 14, 2023
Published May 9, 2023.
Settlement Apr 14, 2023
3,338 shares short
-1,191 shares (-26.3%) vs Mar 31, 2023
Published Apr 25, 2023.
Settlement Mar 31, 2023
4,529 shares short
+2,092 shares (+85.8%) vs Mar 15, 2023
Published Apr 11, 2023.
Settlement Mar 15, 2023
2,437 shares short
+2,240 shares (+1,137.1%) vs Feb 28, 2023
Published Mar 24, 2023.
Settlement Feb 28, 2023
197 shares short
+1 shares (+0.5%) vs Feb 15, 2023
Published Mar 9, 2023.
Settlement Feb 15, 2023
196 shares short
-1,084 shares (-84.7%) vs Jan 31, 2023
Published Feb 24, 2023.
Settlement Jan 31, 2023
1,280 shares short
-166 shares (-11.5%) vs Jan 13, 2023
Published Feb 9, 2023.
Settlement Jan 13, 2023
1,446 shares short
+353 shares (+32.3%) vs Dec 30, 2022
Published Jan 24, 2023.
Settlement Dec 30, 2022
1,093 shares short
+826 shares (+309.4%) vs Dec 15, 2022
Published Jan 10, 2023.
Settlement Dec 15, 2022
267 shares short
-494 shares (-64.9%) vs Nov 30, 2022
Published Dec 26, 2022.
Settlement Nov 30, 2022
761 shares short
-2,245 shares (-74.7%) vs Nov 15, 2022
Published Dec 9, 2022.
Settlement Nov 15, 2022
3,006 shares short
-421 shares (-12.3%) vs Oct 31, 2022
Published Nov 24, 2022.
Settlement Oct 31, 2022
3,427 shares short
+82 shares (+2.5%) vs Oct 14, 2022
Published Nov 9, 2022.
Settlement Oct 14, 2022
3,345 shares short
+37 shares (+1.1%) vs Sep 30, 2022
Published Oct 25, 2022.
Settlement Sep 30, 2022
3,308 shares short
+2,838 shares (+603.8%) vs Sep 15, 2022
Published Oct 11, 2022.
Settlement Sep 15, 2022
470 shares short
-353 shares (-42.9%) vs Aug 31, 2022
Published Sep 26, 2022.
Settlement Aug 31, 2022
823 shares short
-863 shares (-51.2%) vs Aug 15, 2022
Published Sep 9, 2022.
Settlement Aug 15, 2022
1,686 shares short
+804 shares (+91.2%) vs Jul 29, 2022
Published Aug 24, 2022.
Settlement Jul 29, 2022
882 shares short
-206 shares (-18.9%) vs Jul 15, 2022
Published Aug 9, 2022.
Settlement Jul 15, 2022
1,088 shares short
-3,059 shares (-73.8%) vs Jun 30, 2022
Published Jul 26, 2022.
Settlement Jun 30, 2022
4,147 shares short
-4,604 shares (-52.6%) vs Jun 15, 2022
Published Jul 11, 2022.
Settlement Jun 15, 2022
8,751 shares short
-9,154 shares (-51.1%) vs May 31, 2022
Published Jun 24, 2022.
Settlement May 31, 2022
17,905 shares short
+1,528 shares (+9.3%) vs May 13, 2022
Published Jun 9, 2022.
Settlement May 13, 2022
16,377 shares short
-4,454 shares (-21.4%) vs Apr 29, 2022
Published May 24, 2022.
Settlement Apr 29, 2022
20,831 shares short
-6,912 shares (-24.9%) vs Mar 31, 2022
Published May 10, 2022.
Settlement Mar 31, 2022
27,743 shares short
-2,164 shares (-7.2%) vs Mar 15, 2022
Published Apr 11, 2022.
Settlement Mar 15, 2022
29,907 shares short
-750 shares (-2.4%) vs Feb 28, 2022
Published Mar 24, 2022.
Settlement Feb 28, 2022
30,657 shares short
-1,372 shares (-4.3%) vs Feb 15, 2022
Published Mar 9, 2022.
Settlement Feb 15, 2022
32,029 shares short
+3,015 shares (+10.4%) vs Jan 31, 2022
Published Feb 24, 2022.
Settlement Jan 31, 2022
29,014 shares short
-10,359 shares (-26.3%) vs Jan 14, 2022
Published Feb 9, 2022.
Settlement Jan 14, 2022
39,373 shares short
-7,567 shares (-16.1%) vs Dec 31, 2021
Published Jan 25, 2022.
Settlement Dec 31, 2021
46,940 shares short
-9,067 shares (-16.2%) vs Dec 15, 2021
Published Jan 11, 2022.
Settlement Dec 15, 2021
56,007 shares short
+10,622 shares (+23.4%) vs Nov 30, 2021
Published Dec 24, 2021.
Settlement Nov 30, 2021
45,385 shares short
-9,545 shares (-17.4%) vs Nov 15, 2021
Published Dec 9, 2021.
Settlement Nov 15, 2021
54,930 shares short
-3,930 shares (-6.7%) vs Oct 29, 2021
Published Nov 24, 2021.
Settlement Oct 29, 2021
58,860 shares short
+24,339 shares (+70.5%) vs Oct 15, 2021
Published Nov 9, 2021.
Settlement Oct 15, 2021
34,521 shares short
-2,384 shares (-6.5%) vs Sep 30, 2021
Published Oct 26, 2021.
Settlement Sep 30, 2021
36,905 shares short
-6,949 shares (-15.8%) vs Sep 15, 2021
Published Oct 11, 2021.
Settlement Sep 15, 2021
43,854 shares short
+7,111 shares (+19.4%) vs Aug 31, 2021
Published Sep 24, 2021.
Settlement Aug 31, 2021
36,743 shares short
-79,478 shares (-68.4%) vs Aug 13, 2021
Published Sep 9, 2021.
Settlement Aug 13, 2021
116,221 shares short
-13,662 shares (-10.5%) vs Jul 30, 2021
Published Aug 24, 2021.
Settlement Jul 30, 2021
129,883 shares short
+27,566 shares (+26.9%) vs Jul 15, 2021
Published Aug 10, 2021.
Settlement Jul 15, 2021
102,317 shares short
+76,685 shares (+299.2%) vs Jun 30, 2021
Published Jul 26, 2021.
Settlement Jun 30, 2021
25,632 shares short
+16,986 shares (+196.5%) vs Jun 15, 2021
Published Jul 9, 2021.
Settlement Jun 15, 2021
8,646 shares short
+3,423 shares (+65.5%) vs May 14, 2021
Published Jun 24, 2021.
Settlement May 14, 2021
5,223 shares short
+601 shares (+13%) vs Apr 30, 2021
Published May 25, 2021.
Settlement Apr 30, 2021
4,622 shares short
-1,087 shares (-19%) vs Apr 15, 2021
Published May 11, 2021.
Settlement Apr 15, 2021
5,709 shares short
+410 shares (+7.7%) vs Mar 31, 2021
Published Apr 26, 2021.
Settlement Mar 31, 2021
5,299 shares short
-813 shares (-13.3%) vs Mar 15, 2021
Published Apr 9, 2021.
Settlement Mar 15, 2021
6,112 shares short
+1,557 shares (+34.2%) vs Feb 26, 2021
Published Mar 24, 2021.
Settlement Feb 26, 2021
4,555 shares short
-526 shares (-10.4%) vs Jan 29, 2021
Published Mar 9, 2021.
Settlement Jan 29, 2021
5,081 shares short
-3 shares (-0.1%) vs Jan 15, 2021
Published Feb 9, 2021.
Settlement Jan 15, 2021
5,084 shares short
Published Jan 26, 2021.
Change = this settlement’s shares short − the previous recorded settlement’s shares short; percentage change divides by that earlier count. A zero earlier count has no percentage change. Split-spanning counts are left uncompared. Float percentages use the stored settlement observation, not today’s float.
Source: stored FINRA equity short-interest records. Adjusted prices exclude a reused ticker’s earlier issuer. FINRA data and reporting dates · How to read short interest
Through Nov 13, 2026
Recorded amounts and dates, not confirmation of cash received.
| Ex-date | Event | Recorded detail |
|---|---|---|
| Nov 30, 2026 | Cash dividend | USD 0.25 per shareRecorded pay date: Dec 14, 2026 (pending)Declared · future ex-date |
| Aug 19, 2026 | Cash dividend | USD 0.25 per shareRecorded pay date: Sep 2, 2026 (past date) |
| May 18, 2026 | Cash dividend | USD 0.25 per shareRecorded pay date: Jun 2, 2026 (past date) |
| Mar 20, 2026 | Special cash dividend | USD 0.7 per shareRecorded pay date: Apr 3, 2026 (past date) |
| Mar 20, 2026 | Cash dividend | USD 0.25 per shareRecorded pay date: Apr 3, 2026 (past date) |
| Jan 7, 2026 | Special cash dividend | USD 2 per shareRecorded pay date: Jan 22, 2026 (past date) |
| Nov 19, 2025 | Cash dividend | USD 0.25 per shareRecorded pay date: Dec 3, 2025 (past date) |
| Aug 15, 2025 | Cash dividend | USD 0.25 per shareRecorded pay date: Aug 29, 2025 (past date) |
| May 16, 2025 | Cash dividend | USD 0.25 per shareRecorded pay date: Jun 2, 2025 (past date) |
| Mar 26, 2025 | Cash dividend | USD 0.25 per shareRecorded pay date: Apr 9, 2025 (past date) |
| Nov 20, 2024 | Cash dividend | USD 0.25 per shareRecorded pay date: Dec 5, 2024 (past date) |
| Aug 22, 2024 | Cash dividend | USD 0.25 per shareRecorded pay date: Sep 5, 2024 (past date) |
| May 17, 2024 | Cash dividend | USD 0.25 per shareRecorded pay date: Jun 5, 2024 (past date) |
| Mar 21, 2024 | Cash dividend | USD 0.25 per shareRecorded pay date: Apr 5, 2024 (past date) |
| Nov 16, 2023 | Cash dividend | USD 0.25 per shareRecorded pay date: Dec 1, 2023 (past date) |
| Aug 17, 2023 | Cash dividend | USD 0.25 per shareRecorded pay date: Sep 1, 2023 (past date) |
| May 17, 2023 | Cash dividend | USD 0.25 per shareRecorded pay date: Jun 2, 2023 (past date) |
| Mar 21, 2023 | Cash dividend | USD 0.25 per shareRecorded pay date: Apr 5, 2023 (past date) |
| Nov 17, 2022 | Cash dividend | USD 0.25 per shareRecorded pay date: Dec 2, 2022 (past date) |
| Aug 17, 2022 | Cash dividend | USD 0.25 per shareRecorded pay date: Sep 1, 2022 (past date) |
| May 19, 2022 | Cash dividend | USD 0.25 per shareRecorded pay date: Jun 3, 2022 (past date) |
| Nov 15, 2021 | Cash dividend | USD 0.25 per shareRecorded pay date: Nov 30, 2021 (past date) |
| Aug 12, 2021 | Cash dividend | USD 0.25 per shareRecorded pay date: Aug 27, 2021 (past date) |
| May 21, 2019 | Cash dividend | USD 0.2 per shareRecorded pay date: Jun 5, 2019 (past date) |
| Mar 19, 2019 | Cash dividend | USD 0.2 per shareRecorded pay date: Apr 3, 2019 (past date) |
| Nov 15, 2018 | Cash dividend | USD 0.2 per shareRecorded pay date: Nov 30, 2018 (past date) |
| Aug 16, 2018 | Cash dividend | USD 0.2 per shareRecorded pay date: Aug 31, 2018 (past date) |
| May 15, 2018 | Cash dividend | USD 0.2 per shareRecorded pay date: May 30, 2018 (past date) |
| Mar 19, 2018 | Cash dividend | USD 0.2 per shareRecorded pay date: Apr 3, 2018 (past date) |
| Nov 16, 2017 | Cash dividend | USD 0.2 per shareRecorded pay date: Dec 1, 2017 (past date) |
| Sep 5, 2017 | Reverse split | 1 for 10Each 10 pre-split shares become 1 post-split share. |
| Aug 15, 2017 | Cash dividend | USD 0.02 per shareRecorded pay date: Aug 31, 2017 (past date) |
| May 16, 2017 | Cash dividend | USD 0.02 per shareRecorded pay date: Jun 1, 2017 (past date) |
| Mar 24, 2017 | Cash dividend | USD 0.02 per shareRecorded pay date: Apr 11, 2017 (past date) |
| Nov 14, 2016 | Cash dividend | USD 0.02 per shareRecorded pay date: Nov 30, 2016 (past date) |
| Aug 16, 2016 | Cash dividend | USD 0.02 per shareRecorded pay date: Sep 1, 2016 (past date) |
| May 18, 2016 | Cash dividend | USD 0.02 per shareRecorded pay date: Jun 3, 2016 (past date) |
| Mar 21, 2016 | Cash dividend | USD 0.02 per shareRecorded pay date: Apr 6, 2016 (past date) |
| Nov 10, 2015 | Cash dividend | USD 0.02 per shareRecorded pay date: Nov 27, 2015 (past date) |
| Aug 12, 2015 | Cash dividend | USD 0.02 per shareRecorded pay date: Aug 28, 2015 (past date) |
| May 15, 2015 | Cash dividend | USD 0.02 per shareRecorded pay date: Jun 2, 2015 (past date) |
| Mar 17, 2015 | Cash dividend | USD 0.02 per shareRecorded pay date: Apr 2, 2015 (past date) |
| Nov 12, 2014 | Cash dividend | USD 0.02 per shareRecorded pay date: Nov 28, 2014 (past date) |
| Aug 13, 2014 | Cash dividend | USD 0.02 per shareRecorded pay date: Aug 29, 2014 (past date) |
| May 14, 2014 | Cash dividend | USD 0.02 per shareRecorded pay date: May 30, 2014 (past date) |
| Mar 14, 2014 | Cash dividend | USD 0.02 per shareRecorded pay date: Apr 1, 2014 (past date) |
| Nov 13, 2013 | Cash dividend | USD 0.02 per shareRecorded pay date: Nov 29, 2013 (past date) |
| Aug 19, 2013 | Cash dividend | USD 0.02 per shareRecorded pay date: Sep 4, 2013 (past date) |
| May 22, 2013 | Cash dividend | USD 0.02 per shareRecorded pay date: Jun 7, 2013 (past date) |
| Mar 12, 2013 | Cash dividend | USD 0.02 per shareRecorded pay date: Mar 28, 2013 (past date) |
| Nov 15, 2012 | Cash dividend | USD 0.02 per shareRecorded pay date: Dec 3, 2012 (past date) |
| Aug 20, 2012 | Cash dividend | USD 0.02 per shareRecorded pay date: Sep 5, 2012 (past date) |
| May 15, 2012 | Cash dividend | USD 0.02 per shareRecorded pay date: May 31, 2012 (past date) |
| Mar 16, 2012 | Cash dividend | USD 0.02 per shareRecorded pay date: Apr 3, 2012 (past date) |
| Nov 18, 2011 | Cash dividend | USD 0.05 per shareRecorded pay date: Dec 6, 2011 (past date) |
| Aug 19, 2011 | Cash dividend | USD 0.05 per shareRecorded pay date: Sep 6, 2011 (past date) |
| May 17, 2011 | Cash dividend | USD 0.05 per shareRecorded pay date: Jun 2, 2011 (past date) |
| Mar 10, 2011 | Cash dividend | USD 0.05 per shareRecorded pay date: Mar 28, 2011 (past date) |
| Nov 17, 2010 | Cash dividend | USD 0.05 per shareRecorded pay date: Dec 1, 2010 (past date) |
| Aug 13, 2010 | Cash dividend | USD 0.05 per shareRecorded pay date: Aug 31, 2010 (past date) |
| Dec 17, 2009 | Reverse split | 1 for 10Each 10 pre-split shares become 1 post-split share. |
Cash bars retain the event's recorded currency and share basis. The yield line divides recorded cash in the preceding 365 days, adjusted for intervening splits, by a verified raw close in the same currency. Special dividends are included. Future ex-dates are excluded from yield. A split changes share count, not investment value. For long shares, past entitlement depends on when you held them; short shares can create a dividend payment obligation.
Source: recorded cash-dividend and split events.
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Sign in1 smart-money holders: institutions with a high Holder IQ
Red flags: 1
15 filers reported a long position in COHN for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
The top 10 hold
99.7%
of the 155.6K shares 13-F filers reported
Moves vs Q1 2026
7 added1 trimmed
2 new
Net shares held
+38%
across the 8 holders with a comparable Q1 2026 book
| Rank | Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $425.7K · 31.3K shares | 31.3K | +27% |
| 2 | Vanguard Capital Management LLC | $400.9K · 29.5K shares | 29.5K | +26.8% |
| 3 | Two Sigma Investments, LP | $360.4K · 26.5K shares | 26.5K | +126.6% |
| 4 | Bridgeway Capital Management, LLC | $231.5K · 17K shares | 17K | New |
| 5 | Geode Capital Management, LLC | $182.4K · 13.4K shares | 13.4K | +11.1% |
| 6 | Dimensional Fund Advisors LP | $174.8K · 12.9K shares | 12.9K | +25.4% |
| 7 | Vanguard Fiduciary Trust Co | $145.6K · 10.7K shares | 10.7K | +60% |
| 8 | Citadel Advisors LLC | $139.6K · 10.3K shares | 10.3K | New |
| 9 | Spire Wealth Management | $27.2K · 2K shares | 2K | -20% |
| 10 | Wells Fargo & Company | $19K · 1.4K shares | 1.4K | +0.1% |
Sign in to see each holder’s Holder IQ, factor-adjusted Holder IQ and rank, and compare these holders with all scored filers. Available on every plan.
Sign inHolders of more than 5% of COHN file with the SEC within days. A 13D holder may seek to influence the company; a 13G holder is passive. Each holder’s latest filing from the last three years.
| Filed | Holder | % of class |
|---|---|---|
| Nov 12, 2026 | Brafman Lester Raymond13D · activist · amended | 9.38% |
How much of COHN’s move accompanied the market and its measured style leanings, and how much was left? The residual is unexplained by this fitted model. It does not establish a cause, skill or future alpha.
Return split unavailable. A complete, reconciled model for every market session in this window is unavailable. Missing dates are not filled.
Link an account with dated transactions to see what share of your own holding’s move since its purchase-date close was unexplained, with long and short positions distinguished. Your private holdings never enter this public chart.
Daily percentage returns, not window contributions. Source: the same dated warehouse rows and model v1.2.0; observed 2026-11-13T15:53:52.553Z. Absent sessions are never interpolated; missing or failed inputs stay unavailable.
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|---|---|---|---|---|
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Each day uses that day’s fitted market intercept and style exposures multiplied by that day’s published factor returns. Their sum plus the independently stored residual must reconcile to the stock return. Window effects are weighted by stock wealth at each day’s start and added; the stock return compounds. Every expected US market session must be present and pass source, identity, model and numerical checks. This retrospective fit is an explanation of measured returns, not evidence of causation or an investable forecast. The window ends at the latest published model session, which can lag the market; today’s unfinished session is excluded.
Reading dated filing evidence…
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1Y price return -27.3%
Prices adjusted for splits; dividends excluded.
Nov 12, 2025–Nov 12, 2026. Returns are rebased to the first displayed observation. Prices use the latest stored close's share basis, linked backward through stored price returns. Marks use their recorded calendar dates, including non-trading days; their lanes do not imply a price or that an event caused a move.
Insiders: green purchases, red sales. Other lanes: 13F reporting period ends, stored earnings-calendar dates and flagged filings. Select a mark or open the dated list for its evidence.
Reported evidence, not a forecast
Above median holder quality (percentile 55.3 this quarter). Tracked high-scoring holders are adding shares.
Balanced activity. Last 180 days of filings: 1 purchases, 2 sales, 1 other records.
Late Form 4 filing
Size: smaller than its sector's cap-weighted average. In standard-deviation units; stock exposure, not your portfolio weight.
Read the balances behind the trades: SEC Forms 3, 4 and 5 state a reporting owner’s position, not just an amount bought or sold. These are dated filing observations, not current holdings or a trading signal.
Common Stock, par value $0.01 per share · Direct · Non-derivative shares
60,278 shares in the latest stored filing
Filed · report period Aug 5, 2026 · Form 4. Source: SEC filing 0001104659-26-092781. Quantities are reported units, not currency or market value.
SEC identifiers: name as filed Pooler Joseph W. Jr. · reporting-owner CIK 0001478247 · issuer CIK 0001270436
Source: stored SEC Forms 3/4/5 ownership records filed Feb 5, 2025 to Aug 7, 2026; read Nov 13, 2026, 3:53 PM UTC. Exact quantities and each accession are below. A single dot is one observation, not a trend.
· 60,278 shares in stored record · Direct
Report period Aug 5, 2026 · Form 4 · balance after the filing’s transactions. SEC 0001104659-26-092781
· 69,073 shares in stored record · Direct
Report period Mar 19, 2026 · Form 4 · balance after the filing’s transactions. SEC 0001104659-26-033174
· 75,891 shares in stored record · Direct
Report period Mar 6, 2026 · Form 4 · standalone holding line. SEC 0001104659-26-024700
· 75,891 shares in stored record · Direct
Report period Feb 3, 2026 · Form 4 · balance after the filing’s transactions. SEC 0001104659-26-010708
· 82,942 shares in stored record · Direct
Report period Dec 19, 2025 · Form 4 · balance after the filing’s transactions. SEC 0001104659-25-122813
· 67,442 shares in stored record · Direct
Report period Feb 4, 2025 · Form 4 · balance after the filing’s transactions. SEC 0001104659-25-009675
Link an account to see your stake, watchlist and past holdings. A reported balance adds context to a sale or purchase: an insider may still report a substantial position. This view does not calculate a percentage sold or a combined insider total. Different classes, indirect vehicles, derivatives and joint filers may overlap; changes can also reflect awards, gifts, exercises, splits or corrections. Neither a balance nor a change predicts your return.
Available filings through Nov 13, 2026; read Nov 13, 2026, 3:53 PM UTC. Latest 240 stored rows, up to 24 distinct reporting-owner positions. The stored sample need not be a complete ownership history. 20 rows are outside the displayed position bound or have incompatible identities and are withheld. No holdings or account data about the reader enters this public evidence.