Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COHEN & STEERS, INC.CNS · Entity 4049 | Chief Financial Officer, EVP | May 23, 2024 | May 24, 2024 |
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 23, 2024 · Filed May 24, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 147,846 |
Reported balance
After 2024-05-23 transaction · row 1
1 source rowRow 1 · 2024-05-23 · Grant · Acquired 266 · Balance 147,846 F1: Represents the acquisition of dividend equivalent restricted stock units in connection with the issuer's second 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. |
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 2024 dividend and accrued to the reporting person on unvested restricted stock units granted in January 2021, January 2022, January 2023 and January 2024.
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 |
|---|---|---|---|---|---|---|
| December 14, 2016 Filed Dec 16, 2016 16:22 UTC | COHEN & STEERS, INC. CNS · Entity 4049 | GrantCommon Stock | 1,153 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-16-035706 · doc4.xml · nonDerivative · entry 1 Stadler Matthew S. · CIK 0001198029 · Chief Financial Officer, EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,093 F1 · shares: Represents the acquisition of dividend equivalent restricted stock units in connection with the issuer's fourth quarter 2016 regular and special dividends and accrued to the reporting person on unvested restricted stock units granted in January 2013, January 2014, January 2015 and January 2016. Read SEC document |
| September 22, 2016 Filed Sep 23, 2016 18:27 UTC | COHEN & STEERS, INC. CNS · Entity 4049 | GrantCommon Stock | 305 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-16-029873 · doc4.xml · nonDerivative · entry 1 Stadler Matthew S. · CIK 0001198029 · Chief Financial Officer, EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,940 F1 · shares: Represents the acquisition of dividend equivalent restricted stock units in connection with the issuer's third quarter 2016 dividend and accrued to the reporting person on unvested restricted stock units granted in January 2013, January 2014, January 2015 and January 2016. 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.