Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Cohen & Co Inc.COHN · Entity 7376 | 10% owner | January 04, 2018 | January 05, 2018 |
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 & Co Inc.
Report date January 04, 2018 · Filed January 05, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01SEC Table I · non-derivative | Direct | 75,000 |
Reported balance
After 2018-01-04 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-01-04 · Purchase · Acquired 20,000 · Balance 75,000 F1: The reporting person and her spouse hold 75,000 shares jointly. The reporting person's spouse holds 1,240 shares individually. |
| Common Stock, par value $0.01SEC Table I · non-derivative | IndirectBy Spouse | 1,240 |
Reported balance
Holding disclosure · report date 2018-01-04 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,240 F1: The reporting person and her spouse hold 75,000 shares jointly. The reporting person's spouse holds 1,240 shares individually. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person and her spouse hold 75,000 shares jointly. The reporting person's spouse holds 1,240 shares individually.
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 |
|---|---|---|---|---|---|---|
| January 04, 2018 Filed Jan 5, 2018 16:56 UTC | Cohen & Co Inc. COHN · Entity 7376 | PurchaseCommon Stock, par value $0.01 | 20,000 | $15.00 | $300,000.00 |
DisclosureSEC source: 0001104659-18-001001 · a4.xml · nonDerivative · entry 1 Ricciardi Stephanie · CIK 0001487074 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 F1 · balance_after: The reporting person and her spouse hold 75,000 shares jointly. The reporting person's spouse holds 1,240 shares individually. 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.