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COHEN & STEERS, INC.

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Tapewire entity
4049
SEC CIK
0001284812
Parsed reports
786

Last 12 months

Inside the activity.

14 purchase rows · 6 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 2025140
Dec 202500
Jan 202600
Feb 202603
Mar 202600
Apr 202600
May 202601
Jun 202601
Jul 202601
Aug 202600
Sep 202600
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
January 02, 2025 Filed Jan 3, 2025 16:11 UTC GrantCommon Stock 298 $0.00 $0.00
Disclosure

SEC source: 0001284812-25-000012 · wk-form4_1735938675.xml · nonDerivative · entry 1

Simon Richard P · CIK 0001296123 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,249

F1 · shares: Represents shares of common stock underlying restricted stock units granted by the issuer to the reporting person. Such restricted stock units were 100% vested on the grant date and the related number of shares will be delivered to the reporting person on the third anniversary of the grant date.

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January 02, 2025 Filed Jan 3, 2025 21:12 UTC
Smith DashaDirector
GrantCommon Stock 298 $0.00 $0.00
Disclosure

SEC source: 0001284812-25-000016 · wk-form4_1735938731.xml · nonDerivative · entry 1

Smith Dasha · CIK 0001794225 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,914

F1 · shares: Represents shares of common stock underlying restricted stock units granted by the issuer to the reporting person. Such restricted stock units were 100% vested on the grant date and the related number of shares will be delivered to the reporting person on the third anniversary of the grant date.

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January 02, 2025 Filed Jan 3, 2025 21:12 UTC GrantCommon Stock 298 $0.00 $0.00
Disclosure

SEC source: 0001284812-25-000015 · wk-form4_1735938719.xml · nonDerivative · entry 2

RHEIN PETER L · CIK 0001183494 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,641

F2 · shares: Represents shares of common stock underlying restricted stock units granted by the issuer to the reporting person. Such restricted stock units were 100% vested on the grant date and the related number of shares will be delivered to the reporting person on the third anniversary of the grant date.

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January 02, 2025 Filed Jan 3, 2025 21:11 UTC GrantCommon Stock 298 $0.00 $0.00
Disclosure

SEC source: 0001284812-25-000014 · wk-form4_1735938708.xml · nonDerivative · entry 1

Aggarwal Reena · CIK 0001519118 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,061

F1 · shares: Represents shares of common stock underlying restricted stock units granted by the issuer to the reporting person. Such restricted stock units were 100% vested on the grant date and the related number of shares will be delivered to the reporting person on the third anniversary of the grant date.

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December 02, 2024 Filed Dec 3, 2024 22:12 UTC
DERECHIN ADAM MChief Operating Officer, EVP
GrantCommon Stock 141 $0.00 $0.00
Disclosure

SEC source: 0001284812-24-000417 · wk-form4_1733263923.xml · nonDerivative · entry 1

DERECHIN ADAM M · CIK 0001181440 · Chief Operating Officer, EVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 525,663

F1 · shares: Represents the acquisition of dividend equivalent restricted stock units in connection with the issuer's fourth quarter 2024 dividend and accrued to the reporting person on unvested restricted stock units granted in January 2021, January 2022, January 2023 and January 2024.

Read SEC document
December 02, 2024 Filed Dec 3, 2024 17:12 UTC
Charles Daniel PExecutive Vice President
GrantCommon Stock 203 $0.00 $0.00
Disclosure

SEC source: 0001284812-24-000421 · wk-form4_1733263965.xml · nonDerivative · entry 3

Charles Daniel P · CIK 0001423880 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,243

F2 · shares: Represents the acquisition of dividend equivalent restricted stock units in connection with the issuer's fourth quarter 2024 dividend and accrued to the reporting person on unvested restricted stock units granted in January 2021, January 2022, January 2023 and January 2024.

Read SEC document
December 02, 2024 Filed Dec 3, 2024 17:12 UTC
Charles Daniel PExecutive Vice President
SaleCommon Stock 100 $104.18 $10,418.00
Disclosure

SEC source: 0001284812-24-000421 · wk-form4_1733263965.xml · nonDerivative · entry 2

Charles Daniel P · CIK 0001423880 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,040

Read SEC document
December 02, 2024 Filed Dec 3, 2024 17:12 UTC
Charles Daniel PExecutive Vice President
SaleCommon Stock 6,768 $103.73 $702,044.64
Disclosure

SEC source: 0001284812-24-000421 · wk-form4_1733263965.xml · nonDerivative · entry 1

Charles Daniel P · CIK 0001423880 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,140

F1 · price: Represents the weighted average price. These shares were sold in a series of transactions at prices ranging from $103.18 to $104.15. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information relating to the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
December 02, 2024 Filed Dec 3, 2024 22:12 UTC
Harvey Joseph MDirector · CEO and President
GrantCommon Stock 783 $0.00 $0.00
Disclosure

SEC source: 0001284812-24-000419 · wk-form4_1733263944.xml · nonDerivative · entry 2

Harvey Joseph M · CIK 0001299637 · Director · CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,262,976

F2 · shares: Represents the acquisition of dividend equivalent restricted stock units in connection with the issuer's fourth quarter 2024 dividend and accrued to the reporting person on unvested restricted stock units granted in January 2021, January 2022, January 2023 and January 2024.

Read SEC document
December 02, 2024 Filed Dec 3, 2024 22:13 UTC
Cheigh JonChief Investment Officer, EVP
GrantCommon Stock 442 $0.00 $0.00
Disclosure

SEC source: 0001284812-24-000423 · wk-form4_1733263986.xml · nonDerivative · entry 1

Cheigh Jon · CIK 0001784007 · Chief Investment Officer, EVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 156,323

F1 · shares: Represents the acquisition of dividend equivalent restricted stock units in connection with the issuer's fourth quarter 2024 dividend and accrued to the reporting person on unvested restricted stock units granted in January 2021, January 2022, January 2023 and January 2024.

Read SEC document
December 02, 2024 Filed Dec 3, 2024 22:13 UTC
Dulik ElenaChief Accounting Officer, SVP
GrantCommon Stock 26 $0.00 $0.00
Disclosure

SEC source: 0001284812-24-000422 · wk-form4_1733263975.xml · nonDerivative · entry 1

Dulik Elena · CIK 0001574998 · Chief Accounting Officer, SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,193

F1 · shares: Represents the acquisition of dividend equivalent restricted stock units in connection with the issuer's fourth quarter 2024 dividend and accrued to the reporting person on unvested restricted stock units granted in January 2021, January 2022, January 2023 and January 2024.

Read SEC document
December 02, 2024 Filed Dec 3, 2024 22:12 UTC
Brown BrandonExecutive Vice President
GrantCommon Stock 20 $0.00 $0.00
Disclosure

SEC source: 0001284812-24-000420 · wk-form4_1733263954.xml · nonDerivative · entry 1

Brown Brandon · CIK 0001982143 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,465

F1 · shares: Represents the acquisition of dividend equivalent restricted stock units in connection with the issuer's fourth quarter 2024 dividend and accrued to the reporting person on unvested restricted stock units granted in January 2022, January 2023 and January 2024.

Read SEC document
December 02, 2024 Filed Dec 3, 2024 22:12 UTC
Dakkuri Raja AChief Financial Officer, EVP
GrantCommon Stock 90 $0.00 $0.00
Disclosure

SEC source: 0001284812-24-000418 · wk-form4_1733263933.xml · nonDerivative · entry 1

Dakkuri Raja A · CIK 0001363068 · Chief Financial Officer, EVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,242

F1 · shares: Represents the acquisition of dividend equivalent restricted stock units in connection with the issuer's fourth quarter 2024 dividend and accrued to the reporting person on unvested restricted stock units granted in June 2024.

Read SEC document
December 02, 2024 Filed Dec 3, 2024 22:11 UTC
POLI FRANCIS CGC, Secretary, EVP
GrantCommon Stock 137 $0.00 $0.00
Disclosure

SEC source: 0001284812-24-000416 · wk-form4_1733263913.xml · nonDerivative · entry 1

POLI FRANCIS C · CIK 0001201881 · GC, Secretary, EVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 65,003

F1 · shares: Represents the acquisition of dividend equivalent restricted stock units in connection with the issuer's fourth quarter 2024 dividend and accrued to the reporting person on unvested restricted stock units granted in January 2021, January 2022, January 2023 and January 2024.

Read SEC document
November 12, 2024 Filed Nov 13, 2024 21:07 UTC
COHEN MARTINDirector · 10% owner
GiftCommon Stock 40,000 $0.00 $0.00
Disclosure

SEC source: 0001284812-24-000366 · wk-form4_1731532059.xml · nonDerivative · entry 1

COHEN MARTIN · CIK 0001181496 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By the Martin Cohen 2018 Revocable Trust

Disclosed balance after: 8,171,461

F1 · ownership.nature: Shares held by the Martin Cohen 2018 Revocable Trust. Mr. Cohen and a member of his family serve as trustees of the trust. Mr. Cohen disclaims beneficial ownership of these shares except to the extent of his pecuniary interest.

Read SEC document
October 18, 2024 Filed Oct 22, 2024 16:08 UTC
STEERS ROBERT HAMILTONDirector · Executive Chairman · 10% owner
OtherCommon Stock 145,000 $105.77 $15,336,650.00
Disclosure

SEC source: 0001284812-24-000355 · wk-form4_1729627685.xml · nonDerivative · entry 2

STEERS ROBERT HAMILTON · CIK 0001181438 · Director · Executive Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By the Robert H. Steers 2018 Revocable Trust

Disclosed balance after: 7,039,357

F1 · kind: Represents a transfer from The Sunnyridge GST Exempt Family Trust to the Robert H. Steers 2018 Revocable Trust in connection with the long-term estate planning strategy of Mr. Steers and his family.

F3 · ownership.nature: Shares owned by the Robert H. Steers 2018 Revocable Trust. Mr. Steers and a member of his immediate family serve as trustees of the trust. Mr. Steers disclaims beneficial ownership of these shares except to the extent of his pecuniary interest.

Read SEC document
October 18, 2024 Filed Oct 22, 2024 16:08 UTC
STEERS ROBERT HAMILTONDirector · Executive Chairman · 10% owner
OtherCommon Stock 145,000 $105.77 $15,336,650.00
Disclosure

SEC source: 0001284812-24-000355 · wk-form4_1729627685.xml · nonDerivative · entry 1

STEERS ROBERT HAMILTON · CIK 0001181438 · Director · Executive Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By The Sunnyridge GST Exempt Family Trust

Disclosed balance after: 805,920

F1 · kind: Represents a transfer from The Sunnyridge GST Exempt Family Trust to the Robert H. Steers 2018 Revocable Trust in connection with the long-term estate planning strategy of Mr. Steers and his family.

F2 · ownership.nature: Shares owned by The Sunnyridge GST Exempt Family Trust for the benefit of Mr. Steers' family. A member of Mr. Steers' immediate family and an independent third party serve as trustees of the trust. Mr. Steers disclaims beneficial ownership of these shares, and the filing of this Form 4 is not an admission that Mr. Steers is the beneficial owner of these shares for purposes of Section 16 or for any other purpose.

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October 18, 2024 Filed Oct 22, 2024 20:08 UTC SaleCommon Stock 1,510 $105.91 $159,924.10
Disclosure

SEC source: 0001284812-24-000354 · wk-form4_1729627675.xml · nonDerivative · entry 3

RHEIN PETER L · CIK 0001183494 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By the Rhein family trust

Disclosed balance after: 12,202

F3 · price: Represents the weighted average price. These shares were sold in a series of transactions at prices ranging from $105.70 to $106.03. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information relating to the number of shares sold at each separate price within the range set forth in this footnote.

F1 · ownership.nature: Shares held by the Rhein family trust, a revocable trust, of which Mr. Rhein and a member of his family serve as trustees.

Read SEC document
October 18, 2024 Filed Oct 22, 2024 20:08 UTC SaleCommon Stock 990 $104.91 $103,860.90
Disclosure

SEC source: 0001284812-24-000354 · wk-form4_1729627675.xml · nonDerivative · entry 2

RHEIN PETER L · CIK 0001183494 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By the Rhein family trust

Disclosed balance after: 13,712

F2 · price: Represents the weighted average price. These shares were sold in a series of transactions at prices ranging from $104.63 to $105.48. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information relating to the number of shares sold at each separate price within the range set forth in this footnote.

F1 · ownership.nature: Shares held by the Rhein family trust, a revocable trust, of which Mr. Rhein and a member of his family serve as trustees.

Read SEC document
October 18, 2024 Filed Oct 22, 2024 20:08 UTC GiftCommon Stock 600 $0.00 $0.00
Disclosure

SEC source: 0001284812-24-000354 · wk-form4_1729627675.xml · nonDerivative · entry 1

RHEIN PETER L · CIK 0001183494 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By the Rhein family trust

Disclosed balance after: 14,702

F1 · ownership.nature: Shares held by the Rhein family trust, a revocable trust, of which Mr. Rhein and a member of his family serve as trustees.

Read SEC document
October 01, 2024 Filed Oct 2, 2024 21:11 UTC
Dolly LisaDirector
GrantCommon Stock 145 $0.00 $0.00
Disclosure

SEC source: 0001284812-24-000343 · wk-form4_1727903491.xml · nonDerivative · entry 1

Dolly Lisa · CIK 0002034766 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 145

F1 · shares: Represents shares of common stock underlying restricted stock units granted by the issuer to the reporting person. Such restricted stock units were 100% vested on the grant date and the related number of shares will be delivered to the reporting person on the third anniversary of the grant date.

Read SEC document
October 01, 2024 Filed Oct 2, 2024 21:11 UTC
COHEN MARTINDirector · 10% owner
GrantCommon Stock 291 $0.00 $0.00
Disclosure

SEC source: 0001284812-24-000340 · wk-form4_1727903461.xml · nonDerivative · entry 2

COHEN MARTIN · CIK 0001181496 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 847,783

F2 · shares: Represents shares of common stock underlying restricted stock units granted by the issuer to the reporting person. Such restricted stock units were 100% vested on the grant date and the related number of shares will be delivered to the reporting person on the third anniversary of the grant date.

Read SEC document
October 01, 2024 Filed Oct 2, 2024 21:11 UTC GrantCommon Stock 291 $0.00 $0.00
Disclosure

SEC source: 0001284812-24-000342 · wk-form4_1727903481.xml · nonDerivative · entry 1

Connor Frank T · CIK 0001469602 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,733

F1 · shares: Represents shares of common stock underlying restricted stock units granted by the issuer to the reporting person. Such restricted stock units were 100% vested on the grant date and the related number of shares will be delivered to the reporting person on the third anniversary of the grant date.

Read SEC document
October 01, 2024 Filed Oct 2, 2024 21:12 UTC GiftCommon Stock 325 $0.00 $0.00
Disclosure

SEC source: 0001284812-24-000345 · wk-form4_1727903513.xml · nonDerivative · entry 3

Villani Edmond D · CIK 0001299603 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By the Edmond Dennis Villani Revocable Trust

Disclosed balance after: 28,785

F2 · shares: Represents the transfer by the reporting person of shares of common stock to the Edmond Dennis Villani Revocable Trust, a revocable trust, of which Dr. Villani and a member of his family serve as trustees.

F3 · ownership.nature: Shares held by the Edmond Dennis Villani Revocable Trust, a revocable trust, of which Dr. Villani and a member of his family serve as trustees.

Read SEC document
October 01, 2024 Filed Oct 2, 2024 21:12 UTC GiftCommon Stock 325 $0.00 $0.00
Disclosure

SEC source: 0001284812-24-000345 · wk-form4_1727903513.xml · nonDerivative · entry 2

Villani Edmond D · CIK 0001299603 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,641

F2 · shares: Represents the transfer by the reporting person of shares of common stock to the Edmond Dennis Villani Revocable Trust, a revocable trust, of which Dr. Villani and a member of his family serve as trustees.

Read SEC document
October 01, 2024 Filed Oct 2, 2024 21:12 UTC GrantCommon Stock 291 $0.00 $0.00
Disclosure

SEC source: 0001284812-24-000345 · wk-form4_1727903513.xml · nonDerivative · entry 1

Villani Edmond D · CIK 0001299603 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,966

F1 · shares: Represents shares of common stock underlying restricted stock units granted by the issuer to the reporting person. Such restricted stock units were 100% vested on the grant date and the related number of shares will be delivered to the reporting person on the third anniversary of the grant date.

Read SEC document
October 01, 2024 Filed Oct 2, 2024 17:10 UTC GrantCommon Stock 291 $0.00 $0.00
Disclosure

SEC source: 0001284812-24-000339 · wk-form4_1727903451.xml · nonDerivative · entry 1

Simon Richard P · CIK 0001296123 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,951

F1 · shares: Represents shares of common stock underlying restricted stock units granted by the issuer to the reporting person. Such restricted stock units were 100% vested on the grant date and the related number of shares will be delivered to the reporting person on the third anniversary of the grant date.

Read SEC document
October 01, 2024 Filed Oct 2, 2024 21:11 UTC
Smith DashaDirector
GrantCommon Stock 291 $0.00 $0.00
Disclosure

SEC source: 0001284812-24-000344 · wk-form4_1727903502.xml · nonDerivative · entry 1

Smith Dasha · CIK 0001794225 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,616

F1 · shares: Represents shares of common stock underlying restricted stock units granted by the issuer to the reporting person. Such restricted stock units were 100% vested on the grant date and the related number of shares will be delivered to the reporting person on the third anniversary of the grant date.

Read SEC document
October 01, 2024 Filed Oct 2, 2024 21:11 UTC GrantCommon Stock 291 $0.00 $0.00
Disclosure

SEC source: 0001284812-24-000341 · wk-form4_1727903471.xml · nonDerivative · entry 2

RHEIN PETER L · CIK 0001183494 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,641

F2 · shares: Represents shares of common stock underlying restricted stock units granted by the issuer to the reporting person. Such restricted stock units were 100% vested on the grant date and the related number of shares will be delivered to the reporting person on the third anniversary of the grant date.

Read SEC document
October 01, 2024 Filed Oct 2, 2024 21:10 UTC GrantCommon Stock 291 $0.00 $0.00
Disclosure

SEC source: 0001284812-24-000338 · wk-form4_1727903442.xml · nonDerivative · entry 1

Aggarwal Reena · CIK 0001519118 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,763

F1 · shares: Represents shares of common stock underlying restricted stock units granted by the issuer to the reporting person. Such restricted stock units were 100% vested on the grant date and the related number of shares will be delivered to the reporting person on the third anniversary of the grant date.

Read SEC document
September 17, 2024 Filed Sep 18, 2024 20:05 UTC SaleCommon Stock 3,000 $96.76 $290,280.00
Disclosure

SEC source: 0001284812-24-000328 · wk-form4_1726689941.xml · nonDerivative · entry 1

Villani Edmond D · CIK 0001299603 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By the Edmond Dennis Villani Revocable Trust

Disclosed balance after: 28,460

F1 · price: Represents the weighted average price. These shares were sold in a series of transactions at prices ranging from $96.40 to $96.83. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information relating to the number of shares sold at each separate price within the range set forth in this footnote.

F2 · ownership.nature: Shares held by the Edmond Dennis Villani Revocable Trust, a revocable trust, of which Dr. Villani and a member of his family serve as trustees.

Read SEC document
September 16, 2024 Filed Sep 17, 2024 20:13 UTC
POLI FRANCIS CGC, Secretary, EVP
SaleCommon Stock 34 $94.62 $3,217.08
Disclosure

SEC source: 0001284812-24-000326 · wk-form4_1726604014.xml · nonDerivative · entry 2

POLI FRANCIS C · CIK 0001201881 · GC, Secretary, EVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 64,866

Read SEC document
September 16, 2024 Filed Sep 17, 2024 20:13 UTC
POLI FRANCIS CGC, Secretary, EVP
SaleCommon Stock 14,966 $94.08 $1,408,001.28
Disclosure

SEC source: 0001284812-24-000326 · wk-form4_1726604014.xml · nonDerivative · entry 1

POLI FRANCIS C · CIK 0001201881 · GC, Secretary, EVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 64,900

F1 · price: Represents the weighted average price. These shares were sold in a series of transactions at prices ranging from $93.60 to $94.56. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information relating to the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
September 13, 2024 Filed Sep 16, 2024 16:36 UTC
STEERS ROBERT HAMILTONDirector · Executive Chairman · 10% owner
GiftCommon Stock 11,100 $0.00 $0.00
Disclosure

SEC source: 0001284812-24-000324 · wk-form4_1726519001.xml · nonDerivative · entry 1

STEERS ROBERT HAMILTON · CIK 0001181438 · Director · Executive Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By the Robert H. Steers 2018 Revocable Trust

Disclosed balance after: 6,894,357

F1 · ownership.nature: Shares owned by the Robert H. Steers 2018 Revocable Trust. Mr. Steers and a member of his immediate family serve as trustees of the trust. Mr. Steers disclaims beneficial ownership of these shares except to the extent of his pecuniary interest.

Read SEC document
August 27, 2024 Filed Aug 28, 2024 20:05 UTC
COHEN MARTINDirector · 10% owner
GiftCommon Stock 35,000 $0.00 $0.00
Disclosure

SEC source: 0001284812-24-000320 · wk-form4_1724875529.xml · nonDerivative · entry 2

COHEN MARTIN · CIK 0001181496 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 847,492

Read SEC document
August 27, 2024 Filed Aug 28, 2024 20:05 UTC SaleCommon Stock 3,000 $86.66 $259,980.00
Disclosure

SEC source: 0001284812-24-000319 · wk-form4_1724875520.xml · nonDerivative · entry 1

Villani Edmond D · CIK 0001299603 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By the Edmond Dennis Villani Revocable Trust

Disclosed balance after: 31,460

F1 · price: Represents the weighted average price. These shares were sold in a series of transactions at prices ranging from $86.53 to $86.91. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information relating to the number of shares sold at each separate price within the range set forth in this footnote.

F2 · ownership.nature: Shares held by the Edmond Dennis Villani Revocable Trust, a revocable trust, of which Dr. Villani and a member of his family serve as trustees.

Read SEC document
August 22, 2024 Filed Aug 23, 2024 20:05 UTC
DERECHIN ADAM MChief Operating Officer, EVP
GrantCommon Stock 171 $0.00 $0.00
Disclosure

SEC source: 0001284812-24-000310 · wk-form4_1724443529.xml · nonDerivative · entry 1

DERECHIN ADAM M · CIK 0001181440 · Chief Operating Officer, EVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 525,522

F1 · shares: Represents the acquisition of dividend equivalent restricted stock units in connection with the issuer's third quarter 2024 dividend and accrued to the reporting person on unvested restricted stock units granted in January 2021, January 2022, January 2023 and January 2024.

Read SEC document
August 22, 2024 Filed Aug 23, 2024 16:05 UTC
Charles Daniel PExecutive Vice President
GrantCommon Stock 249 $0.00 $0.00
Disclosure

SEC source: 0001284812-24-000309 · wk-form4_1724443519.xml · nonDerivative · entry 1

Charles Daniel P · CIK 0001423880 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,908

F1 · shares: Represents the acquisition of dividend equivalent restricted stock units in connection with the issuer's third quarter 2024 dividend and accrued to the reporting person on unvested restricted stock units granted in January 2021, January 2022, January 2023 and January 2024.

Read SEC document
August 22, 2024 Filed Aug 23, 2024 20:06 UTC
Harvey Joseph MDirector · CEO and President
GrantCommon Stock 957 $0.00 $0.00
Disclosure

SEC source: 0001284812-24-000316 · wk-form4_1724443588.xml · nonDerivative · entry 2

Harvey Joseph M · CIK 0001299637 · Director · CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,262,116

F2 · shares: Represents the acquisition of dividend equivalent restricted stock units in connection with the issuer's third quarter 2024 dividend and accrued to the reporting person on unvested restricted stock units granted in January 2021, January 2022, January 2023 and January 2024.

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August 22, 2024 Filed Aug 23, 2024 20:06 UTC
Cheigh JonChief Investment Officer, EVP
GrantCommon Stock 539 $0.00 $0.00
Disclosure

SEC source: 0001284812-24-000315 · wk-form4_1724443578.xml · nonDerivative · entry 1

Cheigh Jon · CIK 0001784007 · Chief Investment Officer, EVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 155,850

F1 · shares: Represents the acquisition of dividend equivalent restricted stock units in connection with the issuer's third quarter 2024 dividend and accrued to the reporting person on unvested restricted stock units granted in January 2021, January 2022, January 2023 and January 2024.

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August 22, 2024 Filed Aug 23, 2024 20:06 UTC
Dulik ElenaChief Accounting Officer, SVP
GrantCommon Stock 34 $0.00 $0.00
Disclosure

SEC source: 0001284812-24-000314 · wk-form4_1724443568.xml · nonDerivative · entry 1

Dulik Elena · CIK 0001574998 · Chief Accounting Officer, SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,125

F1 · shares: Represents the acquisition of dividend equivalent restricted stock units in connection with the issuer's third quarter 2024 dividend and accrued to the reporting person on unvested restricted stock units granted in January 2021, January 2022, January 2023 and January 2024.

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August 22, 2024 Filed Aug 23, 2024 20:06 UTC
Dakkuri Raja AChief Financial Officer, EVP
GrantCommon Stock 111 $0.00 $0.00
Disclosure

SEC source: 0001284812-24-000313 · wk-form4_1724443558.xml · nonDerivative · entry 1

Dakkuri Raja A · CIK 0001363068 · Chief Financial Officer, EVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,152

F1 · shares: Represents the acquisition of dividend equivalent restricted stock units in connection with the issuer's third quarter 2024 dividend and accrued to the reporting person on unvested restricted stock units granted in June 2024.

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August 22, 2024 Filed Aug 23, 2024 20:05 UTC
Brown BrandonExecutive Vice President
GrantCommon Stock 25 $0.00 $0.00
Disclosure

SEC source: 0001284812-24-000311 · wk-form4_1724443538.xml · nonDerivative · entry 1

Brown Brandon · CIK 0001982143 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,411

F1 · shares: Represents the acquisition of dividend equivalent restricted stock units in connection with the issuer's third quarter 2024 dividend and accrued to the reporting person on unvested restricted stock units granted in January 2022, January 2023 and January 2024.

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August 22, 2024 Filed Aug 23, 2024 20:05 UTC
POLI FRANCIS CGC, Secretary, EVP
GrantCommon Stock 168 $0.00 $0.00
Disclosure

SEC source: 0001284812-24-000312 · wk-form4_1724443548.xml · nonDerivative · entry 1

POLI FRANCIS C · CIK 0001201881 · GC, Secretary, EVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 79,866

F1 · shares: Represents the acquisition of dividend equivalent restricted stock units in connection with the issuer's third quarter 2024 dividend and accrued to the reporting person on unvested restricted stock units granted in January 2021, January 2022, January 2023 and January 2024.

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July 29, 2024 Filed Jul 29, 2024 21:47 UTC
DERECHIN ADAM MChief Operating Officer, EVP
GiftCommon Stock 500 $0.00 $0.00
Disclosure

SEC source: 0001284812-24-000277 · wk-form4_1722289659.xml · nonDerivative · entry 1

DERECHIN ADAM M · CIK 0001181440 · Chief Operating Officer, EVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 525,351

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July 29, 2024 Filed Jul 30, 2024 16:05 UTC
STEERS ROBERT HAMILTONDirector · Executive Chairman · 10% owner
GiftCommon Stock 23,000 $0.00 $0.00
Disclosure

SEC source: 0001284812-24-000279 · wk-form4_1722369942.xml · nonDerivative · entry 1

STEERS ROBERT HAMILTON · CIK 0001181438 · Director · Executive Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By the Robert H. Steers 2018 Revocable Trust

Disclosed balance after: 6,905,457

F1 · ownership.nature: Shares owned by the Robert H. Steers 2018 Revocable Trust. Mr. Steers and a member of his immediate family serve as trustees of the trust. Mr. Steers disclaims beneficial ownership of these shares except to the extent of his pecuniary interest.

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July 26, 2024 Filed Jul 26, 2024 20:06 UTC
Dulik ElenaChief Accounting Officer, SVP
SaleCommon Stock 1,100 $86.45 $95,095.00
Disclosure

SEC source: 0001284812-24-000275 · wk-form4_1722024384.xml · nonDerivative · entry 1

Dulik Elena · CIK 0001574998 · Chief Accounting Officer, SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,091

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July 25, 2024 Filed Jul 26, 2024 20:06 UTC
Cheigh JonChief Investment Officer, EVP
SaleCommon Stock 159 $84.78 $13,480.02
Disclosure

SEC source: 0001284812-24-000274 · wk-form4_1722024373.xml · nonDerivative · entry 2

Cheigh Jon · CIK 0001784007 · Chief Investment Officer, EVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 155,311

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July 25, 2024 Filed Jul 26, 2024 20:06 UTC
Cheigh JonChief Investment Officer, EVP
SaleCommon Stock 12,341 $84.07 $1,037,507.87
Disclosure

SEC source: 0001284812-24-000274 · wk-form4_1722024373.xml · nonDerivative · entry 1

Cheigh Jon · CIK 0001784007 · Chief Investment Officer, EVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 155,470

F1 · price: Represents the weighted average price. These shares were sold in a series of transactions at prices ranging from $83.60 to $84.18. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information relating to the number of shares sold at each separate price within the range set forth in this footnote.

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July 22, 2024 Filed Jul 23, 2024 20:42 UTC
COHEN MARTINDirector · 10% owner
GiftCommon Stock 50,000 $0.00 $0.00
Disclosure

SEC source: 0001284812-24-000270 · wk-form4_1721767336.xml · nonDerivative · entry 1

COHEN MARTIN · CIK 0001181496 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By the Martin Cohen 2018 Revocable Trust

Disclosed balance after: 8,211,461

F1 · ownership.nature: Shares held by the Martin Cohen 2018 Revocable Trust. Mr. Cohen and a member of his family serve as trustees of the trust. Mr. Cohen disclaims beneficial ownership of these shares except to the extent of his pecuniary interest.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.