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Cohen & Company Inc. (COHN), through its subsidiary Cohen & Company, LLC, amended and restated a related-party financing with JKD Capital Partners I LTD, an entity owned by director Jack J. DiMaio, Jr. and his spouse. As of August 31, 2026, the Operating LLC owed $2,625,409.50 on the original senior promissory note; on the same date the Investor provided an additional $2,374,590.50, and the parties replaced the original note with an Amended and Restated Senior Promissory Note in the principal amount of $5,000,000. The new note bears interest at 10% per year, payable quarterly in cash starting November 30, 2026, and matures on August 31, 2027. In an Event of Default, all amounts may be accelerated and will accrue interest at 11% per year. The note is a senior obligation of the Operating LLC, senior to all other indebtedness outstanding or issued after September 1, 2024, and the Operating LLC is restricted from incurring indebtedness senior to this note. Prepayment is prohibited before January 31, 2027, but allowed thereafter without penalty on at least 31 days’ notice.
Cohen & Co Inc. executive Joseph W. Pooler Jr., EVP, CFO and Treasurer, reported open-market sales of 8,795 common shares. On August 5, 2026 he sold 7,295 shares at a weighted average price of $11.75 within a $11.50–$12.50 range, and on August 6, 2026 he sold 1,500 shares in multiple transactions at $15.00 per share.
Cohen & Co., Inc. affiliate Joseph Pooler filed a notice to sell common stock through Wells Fargo Clearing Services on the NYSE. The proposed sale covers 1,500 shares, with an indicated aggregate value of $16,871.76. The securities relate to shares acquired on January 31, 2021 as Executive Compensation from the issuer. The filing also lists prior sales over the last three months, including 7,295 shares sold on August 5, 2026 for an aggregate price of $84,408.84.
Cohen & Company Inc. reported higher second-quarter 2026 results, with revenue of $69.5 million and net income attributable to Cohen & Company Inc. of $3,574 thousand. Fully diluted earnings per share were $0.94, compared with $0.81 for the second quarter of 2025.
Adjusted pre-tax income, a non-GAAP measure, was $10,118 thousand, or $1.62 per diluted share, versus $5,540 thousand, or $0.94 per share, a year earlier. Investment banking and new issue revenue increased to $54,059 thousand from $44,133 thousand, supported by activity in SPAC and de-SPAC advisory.
The board declared a quarterly dividend of $0.25 per share. As of June 30, 2026, the company had approximately $1.3 billion of assets under management, primarily in fixed income strategies within its Asset Management segment.
Cohen & Company Inc. delivered higher capital-markets-driven results for the quarter ended June 30, 2026. Total revenues were $69,487 for the quarter and $127,389 for the first half, compared with $59,871 and $88,611 a year earlier, led by investment banking and new issue revenue of $54,059 in Q2.
Operating income rose to $12,409 in Q2 and $17,542 year-to-date. Net income attributable to Cohen & Company Inc. was $3,574 for the quarter and $5,066 for six months, with basic EPS of $1.58 and $2.48 and diluted EPS of $0.94 and $1.36. Enterprise net income including non-controlling interests reached $14,148 year-to-date.
Total assets increased to $800,383, while stockholders’ equity grew to $63,262. Cash and cash equivalents declined to $40,093, and operating activities used $27,286 of cash, reflecting shifts in trading positions, repo funding, and SPAC-related activity. The company remains active in SPAC sponsorship and advisory, including Columbus Circle Capital Corp. II’s 23,000,000-unit IPO at $10.00 per unit and a pending business combination with Elroy Air.
Daniel G. Cohen, Executive Chairman, director and 10% owner of Cohen & Co Inc., reported a bona fide gift of 17,600 shares of common stock (par value $0.01) on 2026-07-17 at $0.0000 per share. After this transfer, he directly holds 107,157 shares and indirectly holds 80,000 shares through EBC 2013 Family Trust. The filing does not indicate that these transactions were made under a Rule 10b5-1 trading plan.
Cohen & Company Inc. describes its operating subsidiary’s involvement in the initial public offering of Columbus Circle Capital Corp. III, a SPAC that sold 23,000,000 Units at $10.00 each for $230,000,000 in gross proceeds. The firm’s subsidiary is managing member of the SPAC sponsor, which bought 265,000 Placement Units for $2,650,000, funded entirely by third-party investors and recorded as non‑controlling interest while the sponsor stake is treated as an equity method investment.
Cohen & Company Capital Markets acted as lead underwriter and used a $3,600,000 underwriting fee to buy 360,000 additional Placement Units. A total of $230,000,000 from the IPO and private placements was placed in a trust account, generally inaccessible until a Business Combination or liquidation within 24 months. The sponsor holds 7,666,667 founder shares, with roughly 2.28 million currently allocated to Cohen’s operating subsidiary, subject to final determination at Business Combination closing.
Columbus Circle 3 Sponsor Corp LLC, together with related entities Cohen & Company, LLC and Cohen & Co Inc., reports initial beneficial ownership of 7,666,667 Class B ordinary shares of Columbus Circle Capital Corp III. These Class B shares automatically convert into Class A ordinary shares on a one-for-one basis in connection with the company’s initial business combination or earlier at the holder’s option.
The holding includes up to 1,000,000 Class B shares that may be forfeited if the underwriters of the company’s initial public offering do not fully exercise their over-allotment option. The Class B shares have no expiration date. Cohen & Company, LLC, as managing member of the sponsor, holds voting and investment discretion over the sponsor’s securities, while Cohen & Co Inc. and Cohen & Company, LLC each disclaim beneficial ownership beyond any pecuniary interest.
Cohen & Company Inc. reports that Columbus Circle Capital Corp. II, a SPAC in which its operating subsidiary is a sponsor and where its brokerage arm led the IPO underwriting, has entered into a definitive business combination agreement with Elroy Air, Inc., a developer of autonomous heavy-cargo drones. The SPAC sold 23,000,000 units in its IPO and the sponsor holds 7,666,667 founder shares, with approximately 667,000 currently allocated to Cohen & Company, LLC, subject to final allocation at closing. The deal would merge Elroy Air into a SPAC subsidiary, creating “New Elroy Air,” and is expected to close in the fourth quarter of 2026, subject to shareholder approval and customary conditions, including redemptions and regulatory clearances. The SPAC plans to domesticate from the Cayman Islands to Delaware and file a registration statement and proxy statement/prospectus for shareholders to vote on the business combination.