Every material Form 8-K Cohen & Co Inc. has filed with the SEC since July 10, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Cohen & Company's operating subsidiary replaced a $5,145,926.67 senior promissory note with a $5,000,000 amended and restated note held by JKD Capital Partners I LTD, an entity owned by board member Jack J. DiMaio, Jr. and his spouse. The new note carries 10% annual interest payable quarterly and matures August 31, 2027, with a higher 11% rate after an event of default.
Amended and restated note in the principal amount of $5,000,000, combining $2,625,409.50 of unpaid original principal and interest with $2,374,590.50 of new cash from the investor.
Interest accrues at 10% per year, payable in cash quarterly beginning November 30, 2026; principal due August 31, 2027.
Note cannot be prepaid before January 31, 2027; afterward, prepayment requires at least 31 days' written notice and carries no penalty.
The note is senior to the subsidiary's existing indebtedness, and the subsidiary may not take on new debt senior to it after August 31, 2026.
Cohen & Company reported second-quarter 2026 results on August 3, 2026, with revenue of $69.5 million and net income attributable to the company of $3.6 million, or $0.94 per diluted share. Both measures rose from a year earlier, driven mainly by investment banking and new issue revenue of $54.1 million. The board also declared a $0.25 quarterly dividend, payable September 2, 2026.
Revenue of $69.5 million, up from $59.9 million in the second quarter of 2025 and $57.9 million in the first quarter of 2026.
Net income attributable to Cohen & Company Inc. of $3.6 million, or $0.94 per diluted share, compared with $1.4 million, or $0.81 per diluted share, a year earlier.
Adjusted pre-tax income, a non-GAAP measure, of $10.1 million, or $1.62 per diluted share.
Quarterly dividend of $0.25 per share, payable September 2, 2026, to holders of record as of August 19, 2026.
Cohen & Company, LLC, the operating subsidiary of Cohen & Co Inc., holds a stake in the sponsor of Columbus Circle Capital Corp. III, a blank check company that completed a $230 million IPO on July 10, 2026. Cohen's broker-dealer division, Cohen & Company Capital Markets, acted as lead underwriter. For shareholders, the filing discloses an ongoing economic interest in the SPAC, but the SPAC has not yet identified a business to acquire and its founder share allocation will not be final until a business combination is completed.
The SPAC sold 23,000,000 units at $10.00 each on July 10, 2026, including 3,000,000 units from the underwriters' full over-allotment option, for gross proceeds of $230,000,000.
The full $230,000,000 was placed in a trust account, and the SPAC has 24 months from the IPO to complete a Business Combination.
Cohen's operating LLC is allocated approximately 2.28 million founder shares, a figure that will not be final until a Business Combination is consummated; the SPAC will pay the operating LLC $10,000 per month for administrative services.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Cohen & Co Inc. filing is on SEC EDGAR ↗. 8-K briefs of other companies →