COHN Cohen & Co (COHN) Insider Trading, Ownership & Congress Trades
Financial Services · Security brokers, dealers & flotation companies · CIK 0001270436
Form 144 · 2
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
11
13F, latest reported quarter
What the filings say about COHN
Insiders, 180 days
-$103.0K net sold
1 seller · 0% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$101.3K
2 notices
Cohen & Co insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, Cohen & Co Inc. insiders sold a net $103.0K of stock across 8 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- 4 earlier Form 4 trades (code P or S) here by this insider (4 sales), the last on Aug 5, 2026.
- The trade is 2.5% of the 60,278 shares held after it.
- No other insider sold within 30 days.
- 11 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP, CFO and Treasurer Pooler Joseph W. Jr. sold about $17.2K of COHN on Aug 6, 2026; 11 funds added in the latest 13F quarter.Context
- 3 earlier Form 4 trades (code P or S) here by this insider (3 sales), the last on Mar 20, 2026.
- The trade is 11.8% of the 61,778 shares held after it.
- No other insider sold within 30 days.
- 11 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP, CFO and Treasurer Pooler Joseph W. Jr. sold about $85.7K of COHN on Aug 5, 2026; 11 funds added in the latest 13F quarter.Context
- 2 earlier Form 4 trades (code P or S) here by this insider (2 sales), the last on Mar 19, 2026.
- The trade is 1.0% of the 69,073 shares held after it.
- No other insider sold within 30 days.
- 11 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP, CFO and Treasurer Pooler Joseph W. Jr. sold about $11.0K of COHN on Mar 20, 2026; 11 funds added in the latest 13F quarter.Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Jun 7, 2024.
- The trade is 8.8% of the 69,778 shares held after it.
- No other insider sold within 30 days.
- 11 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP, CFO and Treasurer Pooler Joseph W. Jr. sold about $104.8K of COHN on Mar 19, 2026, the largest insider sale at the company since 2024; 11 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 17.0% of the 58,785 shares held after it.
- No other insider sold within 30 days.
- 11 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP, CFO and Treasurer Pooler Joseph W. Jr. sold about $116.4K of COHN on Jun 7, 2024, the largest insider sale at the company on our record; 11 funds added in the latest 13F quarter.8 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$103.0K over 180 days
-$103.0K over 90 days
more than 66% of Financial Services
Congress
no House purchase disclosed in the last 12 months
Funds
11 funds bought in last quarter
below 84% of Financial Services
Revenue
+246.2% year over year
more than 92% of Financial Services
Margin
5.2% net margin
below 51% of Financial Services
Buybacks
no share repurchases reported
Short interest
1.1% of the float short (float per yahoo 2026-10-26) · 1.7 days to cover · settled 2026-09-30
below 69% of Financial Services
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch COHN
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+3.4%12M
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns COHN: institutional holders (13F)
13F holdings, latest reported quarter
31,345 sh
$425.7K
29,521 sh
$400.9K
26,538 sh
$360.4K
17,044 sh
$231.5K
13,433 sh
$182.4K
Congress trades in COHN
No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
COHN planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
Pooler Joseph W. Jr.
Filed 2026-08-06
$16.9K
Pooler Joseph W. Jr.
Filed 2026-08-05
$84.4K
COHN mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
AUER GROWTH
$583.0K position · as of 2026-05-31
0.7%
Ultra-Small Company Fund
$136.4K position · as of 2026-06-30
0.1%
Ultra-Small Company Market Fund
$61.1K position · as of 2026-06-30
0.0%
iShares Micro-Cap ETF
$85.1K position · as of 2026-06-30
0.0%
1290 VT Micro Cap Portfolio
$5.4K position · as of 2026-06-30
0.0%
U.S. Social Core Equity 2 Portfolio
$15.6K position · as of 2026-07-31
0.0%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $103.0K sold by insiders over 180 days, 11 funds added last quarter, $101.3K in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
COHN financials
Revenue growth
+246.2%
XBRL, annual
Net margin
5.2%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$314.3M
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM COHN
| FY Dec 2025 | $275.6M |
| FY Dec 2024 | $79.6M |
| FY Dec 2023 | $83.0M |
| FY Dec 2022 | $44.4M |
| FY Dec 2021 | $146.4M |
| Jun 2026 | $69.5M |
| Mar 2026 | $57.9M |
| Dec 2025 | $102.7M |
| Sep 2025 | $84.2M |
| Jun 2025 | $59.9M |
| Mar 2025 | $28.7M |
| Dec 2024 | $18.5M |
| Sep 2024 | $31.7M |
At each fiscal year end
Single quarter
Net margin, TTM
+5.6%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM COHN
| FY Dec 2025 | +5.2% |
| FY Dec 2024 | -0.2% |
| FY Dec 2023 | -6.2% |
| FY Dec 2022 | -30.2% |
| FY Dec 2021 | +8.1% |
| Jun 2026 | +5.1% |
| Mar 2026 | +2.6% |
| Dec 2025 | +7.9% |
| Sep 2025 | +5.5% |
| Jun 2025 | +2.4% |
| Mar 2025 | +1.1% |
| Dec 2024 | -10.5% |
| Sep 2024 | +6.8% |
At each fiscal year end
Single quarter
Free cash flow, TTM
-$8.1M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM COHN
| FY Dec 2025 | $26.1M |
| FY Dec 2024 | $8.2M |
| FY Dec 2023 | -$40.0M |
| FY Dec 2022 | -$24.1M |
| FY Dec 2021 | $17.3M |
| Jun 2026 | $3.7M |
| Mar 2026 | -$31.5M |
| Dec 2025 | -$2.5M |
| Sep 2025 | $22.2M |
| Jun 2025 | $12.9M |
| Mar 2025 | -$6.5M |
| Dec 2024 | $4.0M |
| Sep 2024 | $3.8M |
At each fiscal year end
Single quarter
Debt to equity
0.46x
long-term debt only, 2026-06-30; equity 2026-06-30
Debt to equity COHN
| FY Dec 2025 | 0.64x |
| FY Dec 2024 | 0.84x |
| FY Dec 2023 | 0.71x |
| FY Dec 2022 | 0.62x |
| FY Dec 2021 | 0.70x |
| Jun 2026 | 0.46x |
| Mar 2026 | 0.55x |
| Dec 2025 | 0.64x |
| Sep 2025 | 0.68x |
| Jun 2025 | 0.75x |
| Mar 2025 | 0.83x |
| Dec 2024 | 0.84x |
| Sep 2024 | 0.80x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
-0.24x
TTM operating cash flow over long-term debt only, 2026-06-30
Cash flow to debt COHN
| FY Dec 2025 | 0.83x |
| FY Dec 2024 | 0.27x |
| FY Dec 2023 | -1.33x |
| FY Dec 2022 | -0.81x |
| FY Dec 2021 | 0.42x |
| Jun 2026 | -0.24x |
| Mar 2026 | 0.09x |
| Dec 2025 | 0.83x |
| Sep 2025 | 1.03x |
| Jun 2025 | 0.48x |
| Mar 2025 | -0.06x |
| Dec 2024 | 0.27x |
| Sep 2024 | 0.04x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+33.3%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity COHN
| FY Dec 2025 | +31.1% |
| FY Dec 2024 | -0.3% |
| FY Dec 2023 | -11.6% |
| FY Dec 2022 | -24.6% |
| FY Dec 2021 | +22.3% |
| Jun 2026 | +33.3% |
| Mar 2026 | +33.3% |
| Dec 2025 | +31.1% |
| Sep 2025 | +9.6% |
| Jun 2025 | +4.5% |
| Mar 2025 | -4.3% |
| Dec 2024 | -0.3% |
| Sep 2024 | +15.7% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+1.8%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets COHN
| FY Dec 2025 | +1.7% |
| FY Dec 2024 | -0.0% |
| FY Dec 2023 | -0.6% |
| FY Dec 2022 | -0.6% |
| FY Dec 2021 | +0.2% |
| Jun 2026 | +1.8% |
| Mar 2026 | +1.9% |
| Dec 2025 | +1.7% |
| Sep 2025 | +0.5% |
| Jun 2025 | +0.2% |
| Mar 2025 | -0.2% |
| Dec 2024 | -0.0% |
| Sep 2024 | +0.8% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
effective tax rate -4%, not meaningful
Return on invested capital COHN
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | +8.3% |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | +48.5% |
| Jun 2025 | +15.1% |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | +14.3% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
n/a
assets or current liabilities not filed
Return on capital employed COHN
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
1.97x
close 2026-10-26 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing COHN
| FY Dec 2025 | 5.46x |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | 2.04x |
| Jun 2026 | 2.90x |
| Mar 2026 | 3.32x |
| Dec 2025 | 5.46x |
| Sep 2025 | 4.71x |
| Jun 2025 | 8.95x |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | 2.03x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$18.5M
market value at close 2026-10-26 on 2026-07-28 shares, plus long-term debt only, 2026-06-30, minus cash 2026-06-30
Enterprise value COHN
| FY Dec 2025 | $24.1M |
| FY Dec 2024 | $35.5M |
| FY Dec 2023 | $31.2M |
| FY Dec 2022 | $14.2M |
| FY Dec 2021 | $17.0M |
| Jun 2026 | $22.4M |
| Mar 2026 | $46.5M |
| Dec 2025 | $24.1M |
| Sep 2025 | $850.0K |
| Jun 2025 | $27.0M |
| Mar 2025 | $37.8M |
| Dec 2024 | $35.5M |
| Sep 2024 | $36.9M |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
-27.3%
TTM free cash flow over market value at close 2026-10-26
FCF yield COHN
| FY Dec 2025 | +54.4% |
| FY Dec 2024 | +40.8% |
| FY Dec 2023 | -330.5% |
| FY Dec 2022 | -168.0% |
| FY Dec 2021 | +71.6% |
| Jun 2026 | -24.1% |
| Mar 2026 | +2.9% |
| Dec 2025 | +54.4% |
| Sep 2025 | +142.7% |
| Jun 2025 | +69.5% |
| Mar 2025 | -19.9% |
| Dec 2024 | +40.8% |
| Sep 2024 | +4.3% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
0.01x
P/E over trailing EPS growth of 322%: four quarters to 2026-06-30 against the four to 2025-06-30
PEG, trailing COHN
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | 0.01x |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $275.6M | $79.6M | $83.0M | $44.4M |
| Operating income | $59.4M | -$8.0M | $6.9M | -$28.0M |
| Net income | $14.4M | -$129.0K | -$5.1M | -$13.4M |
| EPS (diluted) | 4.35 | -0.08 | -3.38 | -9.43 |
| Operating cash flow | $27.4M | $9.5M | -$39.7M | -$23.5M |
| Cash | $56.8M | $19.6M | $10.7M | $29.1M |
| Long-term debt | $32.9M | $34.9M | $29.7M | $29.0M |
| Buybacks | n/a | n/a | $0 | $0 |
| Dividends paid | $2.1M | $1.9M | $1.8M | $2.6M |
SEC XBRL, fiscal years, as known on 2026-10-28
COHN Stock Sonar score 6/7 axes
Find similar shapesCompareCOHN ranks highest on growth (93rd percentile) and profitability (74th), and lowest on institutional and government (16th), among Financial Services peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
COHN filings, in plain words
Are Cohen & Co insiders buying or selling COHN?
In the 180 days to 2026-10-28, Cohen & Co insiders were net sellers, a net $103.0K across purchases and sales reported on Form 4, by 1 seller.
Are there planned insider sales of COHN?
Yes. 2 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-28, covering $101.3K of stock; the latest, by Pooler Joseph W. Jr., was filed 2026-08-06.
Read the full summary
In the 180 days to 2026-10-28, Cohen & Co insiders were net sellers of COHN, a net $103.0K across purchases and sales reported on Form 4 by 1 seller. Insiders filed 2 Form 144 notices of intent to sell in the 90 days to 2026-10-28, covering $101.3K of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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