A business in context

COHN research notebook

Read the disclosures. Follow the relationships. Keep the dates in view.

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Filing timeline

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SEC submissions · retrieved 2026-10-23 · 8022 issuers; up to 32 recent company reports and 8 ownership-change filings per issuer

  1. 8-K · Current report

    Report date 2026-08-31 · 0001104659-26-103870 · Items 1.01,1.02,9.01

  2. 4 · Ownership change

    Report date 2026-08-05 · 0001104659-26-092781

  3. 10-Q · Quarterly report

    Report date 2026-06-30 · 0001437749-26-025339

  4. 8-K · Current report

    Report date 2026-08-03 · 0001104659-26-089490 · Items 2.02,9.01

  5. 4 · Ownership change

    Report date 2026-07-17 · 0001104659-26-084618

  6. 4 · Ownership change

    Report date 2026-07-10 · 0001185185-26-002924

  7. 8-K · Current report

    Report date 2026-07-10 · 0001104659-26-082652 · Items 8.01

  8. 8-K · Current report

    Report date 2026-06-26 · 0001104659-26-079330 · Items 8.01

  9. 8-K · Current report

    Report date 2026-06-18 · 0001104659-26-076368 · Items 1.01,9.01

  10. 8-K · Current report

    Report date 2026-06-03 · 0001104659-26-070096 · Items 5.07

  11. 8-K · Current report

    Report date 2026-05-27 · 0001104659-26-066920 · Items 7.01,9.01

  12. 10-Q · Quarterly report

    Report date 2026-03-31 · 0001437749-26-014604

  13. 8-K · Current report

    Report date 2026-05-01 · 0001104659-26-053498 · Items 2.02,9.01

  14. 4 · Ownership change

    Report date 2026-04-23 · 0001104659-26-048375

  15. DEF 14A · Proxy statement

    Report date 2026-06-03 · 0001104659-26-043967

  16. 4 · Ownership change

    Report date 2026-03-30 · 0001104659-26-037588

  17. 4 · Ownership change

    Report date 2026-03-19 · 0001104659-26-033174

  18. 10-K · Annual report

    Report date 2025-12-31 · 0001437749-26-007157

  19. 4 · Ownership change

    Report date 2026-03-06 · 0001104659-26-024700

  20. 4 · Ownership change

    Report date 2026-03-06 · 0001104659-26-024697

  21. 8-K · Current report

    Report date 2026-03-06 · 0001104659-26-024696 · Items 1.01,1.02,9.01

  22. 8-K · Current report

    Report date 2026-03-06 · 0001104659-26-024430 · Items 2.02,9.01

  23. 8-K · Current report

    Report date 2026-02-20 · 0001104659-26-018133 · Items 1.01,1.02,9.01

  24. 8-K · Current report

    Report date 2026-02-12 · 0001104659-26-015296 · Items 8.01

  25. 8-K · Current report

    Report date 2025-12-22 · 0001104659-25-123509 · Items 7.01,8.01,9.01

  26. 8-K · Current report

    Report date 2025-12-05 · 0001104659-25-119358 · Items 8.01

  27. 10-Q · Quarterly report

    Report date 2025-09-30 · 0001437749-25-033482

  28. 8-K · Current report

    Report date 2025-11-04 · 0001104659-25-105946 · Items 2.02,9.01

  29. 8-K · Current report

    Report date 2025-09-05 · 0001104659-25-087809 · Items 8.01

  30. 10-Q · Quarterly report

    Report date 2025-06-30 · 0001437749-25-024506

  31. 8-K · Current report

    Report date 2025-07-31 · 0001104659-25-072486 · Items 2.02,9.01

  32. 8-K · Current report

    Report date 2025-07-09 · 0001104659-25-066739 · Items 8.01

  33. 8-K · Current report

    Report date 2025-06-23 · 0001104659-25-062577 · Items 8.01

  34. 8-K · Current report

    Report date 2025-06-20 · 0001104659-25-061304 · Items 1.01,9.01

  35. 8-K · Current report

    Report date 2025-06-04 · 0001104659-25-056384 · Items 5.07

  36. 8-K · Current report

    Report date 2025-05-19 · 0001104659-25-051612 · Items 8.01

  37. 10-Q · Quarterly report

    Report date 2025-03-31 · 0001437749-25-014235

  38. 8-K · Current report

    Report date 2025-05-01 · 0001104659-25-043067 · Items 2.02,9.01

  39. DEF 14A · Proxy statement

    Report date 2025-06-04 · 0001104659-25-035625

  40. 8-K · Current report

    Report date 2025-03-13 · 0001104659-25-023471 · Items 1.01

Reported insider transactions

Download transactions CSV

SEC insider transactions · retrieved 2026-10-23 · 2026 Q3: filings in this completed quarter; not a live transaction feed

Purchases and sales include open-market or private transactions. Grants, exercises and tax withholding are shown separately. Amendments and joint reports can overlap; rows are not a net-buying score. Prices retain the filing's units; consult its footnotes.

Transaction rows by code · counts, not monetary totals
Purchase: 0 transaction rows0PSale: 2 transaction rows2SGrant / award: 0 transaction rows0AExercise / conversion: 0 transaction rows0MTax / exercise payment: 0 transaction rows0FGift: 1 transaction rows1G
P · PurchaseS · SaleA · Grant / awardM · Exercise / conversionF · Tax / exercise paymentG · Gift

3 matching transaction rows.

Transaction / filedReporting ownerTypeSecuritySharesReported price
2026-08-06
2026-08-07
Pooler Joseph W. Jr.S · Sale
Disposed
Common Stock, par value $0.01 per share1500.011.5
2026-08-05
2026-08-07
Pooler Joseph W. Jr.S · Sale
Disposed
Common Stock, par value $0.01 per share7295.011.75
2026-07-17
2026-07-17
COHEN DANIEL GG · Gift
Disposed
Common Stock, par value $0.01 per share17600.00.0

Identity & relationships

Wikidata structured data · retrieved 2026-10-23 · 1658 unambiguous CIK-linked entities; coverage is incomplete

These are sourced identity and relationship claims, with incomplete coverage. Headquarters locations do not describe sales, assets or operating exposure.

SEC issuer · 0001270436Cohen & Co Inc.

No parent relationship is available in this import; this is not proof of independence.

No verified LEI join available.

GLEIF legal entity reference data · retrieved 2026-10-23 · 1197 checked identities; 0 unavailable records

Search names and former names
  • INSTITUTIONAL FINANCIAL MARKETS, INC. · former SEC name · 2011-01-24 to 2017-09-01
  • ALESCO FINANCIAL INC · former SEC name · 2006-10-06 to 2009-12-15
  • SUNSET FINANCIAL RESOURCES INC · former SEC name · 2003-12-08 to 2006-10-06

Revenue in constant purchasing power

USD revenue expressed in 2026-09 consumer-price dollars. Each annual period uses a CPI-U average weighted by the days in its actual reporting interval. This is a purchasing-power comparison, not a company-specific price or volume measure.

Year endedReported USD revenueCPI-adjusted USD revenue
2024-12-31$79.60M$85.50M
2023-12-31$82.98M$91.75M
2022-12-31$44.39M$51.10M
2021-12-31$146.37M$181.97M
2020-12-31$130.11M$169.39M
2019-12-31$49.67M$65.45M
2018-12-31$49.39M$66.26M
2017-12-31$47.54M$65.35M

Bureau of Labor Statistics · retrieved 2026-10-23 · 9 selected series; gaps remain missing

Explore the CPI history ↗