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COHN · Cohen & Co Inc.
> Ask across nine datasets ⌘K
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TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475
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COHN

Cohen & Co Inc.
FINANCIAL SERVICES · SECURITY BROKERS, DEALERS & FLOTATION COMPANIES · CIK 0001270436
FORM 144 · 2☆ WATCH
INSIDER NET · 180D
-$218.8K
open-market buys minus sells, Form 4 codes P and S
INSIDER BUYERS · 180D
0
CONGRESS BUYERS · 1Y
0
FUNDS ADDED · QTR
11
13F, latest reported quarter
REVENUE GROWTH
+246.2%
XBRL, annual
NET MARGIN
5.2%
SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST
INSIDERS
net -$218.8K over 180 days
-$103.0K over 90 days
more than 62% of Financial Services
CONGRESS
no member of Congress has reported trading it
FUNDS
11 funds added or opened last quarter
below 84% of Financial Services
REVENUE
+246.2% year over year
more than 93% of Financial Services
MARGIN
5.2% net margin
more than 50% of Financial Services
BUYBACKS
no share repurchases reported
SHORT
0.5% of shares outstanding short · 2.1 days to cover · settled 2026-07-31
below 71% of Financial Services
The year, with the filings on it
Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail
TOTAL 12M RETURN +9.8%
+9.8%12M
-23%+42%+107%+172%2025-092025-102025-122026-032026-052026-072026-09 2026-03-19 · Pooler Joseph W. Jr. sold $104.8K2026-08-05 · Pooler Joseph W. Jr. sold $85.7K2026-08-06 · Pooler Joseph W. Jr. sold $17.2K2026-03-20 · Pooler Joseph W. Jr. sold $11.0K2026-08-06 · Pooler Joseph W. Jr. filed to sell $16.9K2026-08-05 · Pooler Joseph W. Jr. filed to sell $84.4K
INSIDER SELLFORM 144
INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY
Live price
Daily candles from TradingView, on their licence — no filings are marked on this one
WHY THIS NAME IS ON THE DESK
Insiders have filed to sell — before selling.
The record shows a net $218.8K sold by insiders over 180 days, 11 funds added last quarter, $101.3K in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.
Same sector, ranked by filing activity
Sector from the SEC's own SIC classification
Insider transactions
Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, Cohen & Co Inc. insiders sold a net $218.8K of stock across 8 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-06.

INSIDER
FILED
SHARES
VALUE
Pooler Joseph W. Jr.
EVP, CFO and Treasurer
SELL
2026-08-06
1,500.0
$17.2K
Pooler Joseph W. Jr.
EVP, CFO and Treasurer
SELL
2026-08-05
7,295.0
$85.7K
Pooler Joseph W. Jr.
EVP, CFO and Treasurer
SELL
2026-03-20
705.0
$11.0K
Pooler Joseph W. Jr.
EVP, CFO and Treasurer
SELL
2026-03-19
6,113.0
$104.8K
Pooler Joseph W. Jr.
EVP, CFO and Treasurer
SELL
2024-06-07
10,000.0
$116.4K
8 TRANSACTIONS ON RECORD

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Institutional holders
13F · holdings as of the latest quarter funds have reported
BlackRock, Inc.
31,345.0 sh
$425.7K
VANGUARD CAPITAL MANAGEMENT LLC
29,521.0 sh
$400.9K
TWO SIGMA INVESTMENTS, LP
26,538.0 sh
$360.4K
BRIDGEWAY CAPITAL MANAGEMENT, LLC
17,044.0 sh
$231.5K
GEODE CAPITAL MANAGEMENT, LLC
13,433.0 sh
$182.4K
SCHEDULE 13D/G
No 5%+ ownership filings
Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.
Planned sales · Form 144
Filed before the sale — intent, not a trade
Pooler Joseph W. Jr.
FILED 2026-08-06
$16.9K
Pooler Joseph W. Jr.
FILED 2026-08-05
$84.4K
Fund concentration
N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show
Ultra-Small Company Market Fund
$67.9K POSITION · AS OF 2026-03-31
0.1%
Ultra-Small Company Fund
$44.4K POSITION · AS OF 2026-03-31
0.1%
Dimensional US Core Equity 1 ETF
$14.4K POSITION · AS OF 2026-04-30
0.0%
Dimensional U.S. Targeted Value ETF
$56.5K POSITION · AS OF 2026-04-30
0.0%
Dimensional U.S. Small Cap ETF
$28.5K POSITION · AS OF 2026-04-30
0.0%
U.S. MICRO CAP PORTFOLIO
$15.0K POSITION · AS OF 2026-04-30
0.0%
SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK
Fundamentals
Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all
2025-122024-122023-122022-12
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$0$0
DIVIDENDS PAID$2.1M$1.9M$1.8M$2.6M
SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-06 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE
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Public filings, honestly analyzed. Official US government sources in one desk — every figure carries the date it was filed, and the methodology is published, backtest included.

SEC FORM 4FORM 13F 13D/GFORM 144XBRL STOCK ACTCONTRACTSFEC CFPBNRC
© 2026 WAVEMAN · SOURCE: SEC EDGAR & OFFICIAL GOVERNMENT DATA · NOT INVESTMENT ADVICE · CHART BY TRADINGVIEW · UPDATED 2026-09-06 ALL SYSTEMS LIVE FOR MACHINES →