Welcome to our dedicated page for Cohen & Steers SEC filings (Ticker: CNS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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On 31 Jul 2025, Cohen & Steers, Inc. (CNS) Executive Vice President Daniel P. Charles filed Form 4 disclosing the acquisition of 7,469 restricted stock units (RSUs) at $0 cost. The equity represents the mandatory deferred portion of his FY25 incentive bonus, prorated through his retirement date of 31 Jul 2025. Any cash dividends paid on CNS common shares will be credited as additional RSUs. The award vests annually over four years, while dividend-equivalent RSUs vest in year four. After the grant, Charles� direct holdings rise to 56,678 common shares.
No open-market transactions or derivative security movements were reported, implying no immediate cash outlay or liquidity signal. Although the extra shares increase insider alignment, the executive’s departure limits future operational influence. Overall, the filing is routine and carries minimal financial impact for shareholders beyond modest dilution associated with share issuance.
Cohen & Steers (CNS) posted solid YoY growth for Q2-25. Revenue rose 11.8% to $136.1 million, driven by a 12.2% jump in advisory fees as average AUM climbed 9.6% to $87.2 billion. Operating expenses grew 11.4%, yet operating income still advanced 12.8% to $43.3 million, lifting the operating margin to 31.8% (Q2-24: 31.5%). Net income attributable to common stockholders increased 16.0% to $36.8 million, or $0.72 diluted EPS, vs. $0.63 a year ago.
Assets under management reached a record $88.9 billion, up 10.2% YoY, supported by $4.4 billion of market appreciation that offset modest net outflows of $0.13 billion. Open-end funds grew 14.7% to $43.0 billion; institutional accounts rose 6.7% to $34.4 billion; closed-end funds increased 5.0% to $11.6 billion. Cash & equivalents dipped to $95.4 million (-48% YTD) as operating cash flow was a negative $176.6 million, largely from seed investments and working-capital swings. Shareholder returns continued: $64.8 million in dividends YTD ($0.62/share quarterly) and $26.6 million of buybacks. Balance-sheet leverage remains low with no borrowings under the $100 million credit facility and equity of $541 million vs. liabilities of $209 million.
SEC Form 4 filed for First Guaranty Bancshares, Inc. (FGBI) discloses that director Edgar R. Smith III markedly increased his ownership on 30 June 2025.
- Open-market purchase: 30,865 common shares acquired at $8.10 (Code P).
- Debt-for-equity exchange: 1,981,506 new shares issued at $7.57 in exchange for a $15 million floating-rate subordinated note under an Exchange Agreement dated 16 June 2025.
- Note amendments: 88,482 shares issued at $8.00 to Smith & Tate Investments, LLC pursuant to amendments to an existing promissory note and a subordinated note.
Following these transactions, Smith reports 2,852,467 shares held directly. Indirectly, he controls additional positions through several LLCs, including Smith & Hood Holding Company, LLC (1,062,817 shares) and three other investment entities, taking total reported beneficial ownership well above three million shares.
The filing signals a net addition of roughly 2.1 million shares, replacing interest-bearing debt with equity and reflecting continued insider confidence. Because the new shares were issued below recent market purchases ($7.57 vs. $8.10), the company reduces debt at a valuation apparently acceptable to both parties while the director deepens alignment with common shareholders.
Arhaus, Inc. (NASDAQ: ARHS) filed an 8-K announcing a board change. On 27 June 2025 the Board appointed Samir Desai—currently EVP & Chief Digital and Technology Officer at Abercrombie & Fitch—as an independent Class III director. His initial term runs until the 2027 annual meeting, after which he is expected to stand for re-election. Desai will sit on the Board’s Technology Committee, bringing extensive omnichannel retail and IT leadership experience from Abercrombie & Fitch, Equinox Group and Intertex Apparel Group. To accommodate the appointment, the Board’s size rises from ten to eleven directors. Compensation will mirror that of Arhaus’s other non-employee directors and no related-party transactions were reported. Exhibit 104 (Inline XBRL cover page) accompanies the filing.
Schedule 13G highlights: Individual investor William George Brumder II has filed a passive ownership report on New Horizon Aircraft Ltd. (CUSIP 64550A107). As of 13 June 2025 he beneficially owns 2,750,000 Class A Ordinary Shares, including 461,788 shares underlying exchange-traded warrants that are exercisable at $11.50 per share and expire on 12 January 2029. Based on 31,846,935 ordinary shares outstanding, the holding represents approximately 8.6 % of the company. All voting and dispositive power is held solely by Mr. Brumder; no group status is claimed. The filing is made under Rule 13d-1(c), signalling that the stake is held for investment purposes only and not to influence control. No other persons share beneficial ownership, and no additional material transactions or contingent arrangements are disclosed.
Schedule 13G highlights: Individual investor William George Brumder II has filed a passive ownership report on New Horizon Aircraft Ltd. (CUSIP 64550A107). As of 13 June 2025 he beneficially owns 2,750,000 Class A Ordinary Shares, including 461,788 shares underlying exchange-traded warrants that are exercisable at $11.50 per share and expire on 12 January 2029. Based on 31,846,935 ordinary shares outstanding, the holding represents approximately 8.6 % of the company. All voting and dispositive power is held solely by Mr. Brumder; no group status is claimed. The filing is made under Rule 13d-1(c), signalling that the stake is held for investment purposes only and not to influence control. No other persons share beneficial ownership, and no additional material transactions or contingent arrangements are disclosed.
UnitedHealth Group (UNH) � Form 4 insider transaction.
CEO and Director Stephen J. Hemsley reported the acquisition of 198 deferred stock units on 07/01/2025 as part of his regular quarterly board compensation. These units are immediately vested but must be held until he leaves the Board, and the filing shows $0 purchase price (non-cash grant).
Following the award, Hemsley’s beneficial ownership stands at:
- 374,605.942 shares held directly
- 349.7176 shares held through the company 401(k)
- 735,115 shares held via family trusts
No derivative securities were reported, and there were no sales or open-market purchases. The filing appears to be routine compensation-related and does not indicate any change in strategic outlook or financial performance for UnitedHealth Group.
UnitedHealth Group (UNH) � Form 4 insider transaction.
CEO and Director Stephen J. Hemsley reported the acquisition of 198 deferred stock units on 07/01/2025 as part of his regular quarterly board compensation. These units are immediately vested but must be held until he leaves the Board, and the filing shows $0 purchase price (non-cash grant).
Following the award, Hemsley’s beneficial ownership stands at:
- 374,605.942 shares held directly
- 349.7176 shares held through the company 401(k)
- 735,115 shares held via family trusts
No derivative securities were reported, and there were no sales or open-market purchases. The filing appears to be routine compensation-related and does not indicate any change in strategic outlook or financial performance for UnitedHealth Group.
MGIC Investment Corp. (MTG) � Form 4 insider transaction
President & COO Salvatore A. Miosi disclosed the sale of 30,000 shares of common stock on 01-Jul-2025 at a weighted-average price of $28.152 per share, generating roughly $0.84 million in proceeds. The disposition was executed under a Rule 10b5-1 trading plan adopted on 06-Mar-2025, indicating the sale was pre-scheduled and not necessarily driven by near-term information.
After the transaction, Miosi directly owns 279,401.361 shares and indirectly controls 384,844 shares via a family trust, maintaining a sizable equity stake. No derivative security activity was reported, and the filing contains no references to earnings, major corporate events, or strategic changes.
The filing primarily records a routine adjustment to the executive’s equity exposure; in isolation, it is unlikely to materially affect the company’s fundamental outlook.