Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COHEN & STEERS, INC.CNS · Entity 4049 | Executive Vice President | May 25, 2023 | May 26, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
COHEN & STEERS, INC.
Report date May 25, 2023 · Filed May 26, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,400 |
Reported balance
After 2023-05-25 transaction · row 1
1 source rowRow 1 · 2023-05-25 · Grant · Acquired 56 · Balance 5,400 F1: Represents the acquisition of dividend equivalent restricted stock units in connection with the issuer's second quarter 2023 dividend and accrued to the reporting person on unvested restricted stock units granted in May 2022 and January 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the acquisition of dividend equivalent restricted stock units in connection with the issuer's second quarter 2023 dividend and accrued to the reporting person on unvested restricted stock units granted in May 2022 and January 2023.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 25, 2023 Filed May 26, 2023 12:05 UTC | COHEN & STEERS, INC. CNS · Entity 4049 | GrantCommon Stock | 56 | $0.00 | $0.00 |
DisclosureSEC source: 0001284812-23-000188 · wf-form4_168511714173632.xml · nonDerivative · entry 1 Dee Alicia · CIK 0001926600 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,400 F1 · shares: Represents the acquisition of dividend equivalent restricted stock units in connection with the issuer's second quarter 2023 dividend and accrued to the reporting person on unvested restricted stock units granted in May 2022 and January 2023. Read SEC document |
| May 15, 2023 Filed May 16, 2023 16:41 UTC | COHEN & STEERS, INC. CNS · Entity 4049 | Tax withholdingCommon Stock | 128 | $54.30 | $6,950.40 |
DisclosureSEC source: 0001284812-23-000174 · wf-form4_168426970080364.xml · nonDerivative · entry 1 Dee Alicia · CIK 0001926600 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,344 F1 · shares: Represents the withholding by the issuer of shares of common stock in connection with the reporting person's tax obligations upon the vesting of previously reported RSUs and delivery of the common stock underlying such RSUs. Read SEC document |
| March 16, 2023 Filed Mar 17, 2023 16:14 UTC | COHEN & STEERS, INC. CNS · Entity 4049 | GrantCommon Stock | 47 | $0.00 | $0.00 |
DisclosureSEC source: 0001284812-23-000118 · wf-form4_167908407704222.xml · nonDerivative · entry 1 Dee Alicia · CIK 0001926600 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,472 F1 · shares: Represents the acquisition of dividend equivalent restricted stock units in connection with the issuer's first quarter 2023 dividend and accrued to the reporting person on unvested restricted stock units granted in May 2022 and January 2023. Read SEC document |
| January 31, 2023 Filed Feb 2, 2023 16:07 UTC | COHEN & STEERS, INC. CNS · Entity 4049 | GrantCommon Stock | 3,977 | $0.00 | $0.00 |
DisclosureSEC source: 0001284812-23-000028 · wf-form4_167537205133713.xml · nonDerivative · entry 1 Dee Alicia · CIK 0001926600 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,425 F1 · shares: Represents restricted stock units ("RSUs") granted by the issuer to the reporting person constituting the portion of the reporting person's 2022 annual incentive performance bonus that was mandatorily deferred by the issuer. Any dividends paid on the issuer's common stock are paid in additional RSUs (the "dividend RSUs"). The RSUs vest ratably over four years, and the dividend RSUs vest on the fourth anniversary of the grant date of the RSUs. Read SEC document |
| November 29, 2022 Filed Nov 30, 2022 16:13 UTC | COHEN & STEERS, INC. CNS · Entity 4049 | GrantCommon Stock | 11 | $0.00 | $0.00 |
DisclosureSEC source: 0001284812-22-000278 · wf-form4_166984277751792.xml · nonDerivative · entry 1 Dee Alicia · CIK 0001926600 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,448 F1 · shares: Represents the acquisition of dividend equivalent restricted stock units in connection with the issuer's fourth quarter 2022 dividend and accrued to the reporting person on unvested restricted stock units granted in May 2022. Read SEC document |
| August 25, 2022 Filed Aug 26, 2022 12:38 UTC | COHEN & STEERS, INC. CNS · Entity 4049 | GrantCommon Stock | 10 | $0.00 | $0.00 |
DisclosureSEC source: 0001284812-22-000230 · wf-form4_166153187163255.xml · nonDerivative · entry 1 Dee Alicia · CIK 0001926600 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,437 F1 · shares: Represents the acquisition of dividend equivalent restricted stock units in connection with the issuer's third quarter 2022 dividend and accrued to the reporting person on unvested restricted stock units granted in May 2022. Read SEC document |
| May 26, 2022 Filed May 27, 2022 10:26 UTC | COHEN & STEERS, INC. CNS · Entity 4049 | GrantCommon Stock | 10 | $0.00 | $0.00 |
DisclosureSEC source: 0001284812-22-000180 · wf-form4_165366158230371.xml · nonDerivative · entry 1 Dee Alicia · CIK 0001926600 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,427 F1 · shares: Represents the acquisition of dividend equivalent restricted stock units in connection with the issuer's second quarter 2022 dividend and accrued to the reporting person on unvested restricted stock units granted in May 2022. Read SEC document |
| May 02, 2022 Filed May 4, 2022 19:16 UTC | COHEN & STEERS, INC. CNS · Entity 4049 | GrantCommon Stock | 1,417 | $0.00 | $0.00 |
DisclosureSEC source: 0001284812-22-000160 · wf-form4_165170612269341.xml · nonDerivative · entry 1 Dee Alicia · CIK 0001926600 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,417 F1 · shares: Represents restricted stock units ("RSUs") granted by the issuer to the reporting person. Any dividends paid on the issuer's common stock are paid in additional RSUs (the "dividend RSUs"). The RSUs vest ratably over four years, and the dividend RSUs vest on the fourth and final vesting date of the RSUs. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.