Cohen & Steers director logs stock grant, gifts
Cohen & Steers, Inc. director Edmond D. Villani reported a small mix of equity compensation and gifts of common stock.
Rhea-AI Filing Summary
Cohen & Steers, Inc. director Edmond D. Villani reported a small mix of equity compensation and gifts of common stock. He received 440 shares through restricted stock units that fully vested on the grant date, with delivery scheduled on the third anniversary of the grant date. He also made bona fide gift transfers totaling 866 shares, including a transfer to the Edmond Dennis Villani Revocable Trust, where he and a family member serve as trustees. After these transactions, he holds 5,046 shares directly and 31,111 shares indirectly through the revocable trust, indicating these are routine, modest-scale insider movements rather than market purchases or sales.
Positive
- None.
Negative
- None.
Insider Trade Summary
866 shares gifted
Gift
3 txns
Insider
Villani Edmond D
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Common Stock | 433 | $0.00 | $0.00 |
| Gift | Common Stock | 433 | $0.00 | $0.00 |
| Grant/Award | Common Stock | 440 | $0.00 | $0.00 |
Holdings After Transaction:
Common Stock — 4,613 shares (Direct);
Common Stock — 31,111 shares (Indirect, By the Edmond Dennis Villani Revocable Trust)
Footnotes (3)
- F1. 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.
- F2. 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. 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.
Key Figures
Equity grant: 440 shares
Gifted shares: 866 shares
Direct holdings after transactions: 5,046 shares
+2 more
5 metrics
Equity grant
440 shares
Restricted stock units, 100% vested on grant date; shares deliverable on third anniversary
Gifted shares
866 shares
Total bona fide gifts of Cohen & Steers common stock reported in this filing
Direct holdings after transactions
5,046 shares
Cohen & Steers common stock held directly by Villani after reported moves
Indirect holdings after transactions
31,111 shares
Cohen & Steers common stock held by the Edmond Dennis Villani Revocable Trust
Gift transactions count
2 gifts
Two bona fide gift transactions coded G in non-derivative common stock
Key Terms
restricted stock units, bona fide gift, revocable trust, indirect ownership
4 terms
restricted stock units financial
"Represents shares of common stock underlying restricted stock units granted by the issuer"
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
bona fide gift financial
"transaction_code_description: Bona fide gift"
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
revocable trust financial
"the Edmond Dennis Villani Revocable Trust, a revocable trust"
A revocable trust is a legal arrangement where the person who creates it keeps control and can change or cancel the trust at any time, while naming who will manage and receive the assets later. Think of it like a flexible folder for your investments and property that can be relabeled or reworked as circumstances change; it matters to investors because it determines how ownership is recorded, how easily assets transfer on incapacity or death, and whether holdings bypass public probate proceedings.
indirect ownership financial
"ownership_type: indirect, nature_of_ownership: By the Edmond Dennis Villani Revocable Trust"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transactions did Edmond D. Villani report at CNS?
Edmond D. Villani reported a grant of 440 Cohen & Steers common shares via restricted stock units and bona fide gift transfers totaling 866 shares, including a transfer to his revocable trust. These are compensation and estate-planning moves, not open-market stock purchases or sales.
What are Villani’s direct and indirect CNS holdings after these transactions?
After the reported transactions, Villani directly owns 5,046 Cohen & Steers common shares and indirectly holds 31,111 shares through the Edmond Dennis Villani Revocable Trust. The trust is a revocable vehicle with Villani and a family member serving as trustees, concentrating his reported ownership there.
What role does the Edmond Dennis Villani Revocable Trust play in CNS ownership?
The Edmond Dennis Villani Revocable Trust holds 31,111 Cohen & Steers shares after the reported gifts. It is a revocable trust where Villani and a family member are trustees, so these indirect holdings are attributed to him for reporting, reflecting estate and ownership structuring rather than trading decisions.
Do these CNS insider transactions indicate open-market buying or selling?
No, the Cohen & Steers transactions are a mix of equity compensation and bona fide gifts. The 440-share grant comes from restricted stock units, and the 866 shares were transferred as gifts, including to a revocable trust, with no open-market purchases or sales disclosed in this Form 4.
AI-generated analysis. How Rhea-AI works. Not financial advice.
