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Insider Information:   Cohen Daniel G
Relationship:   Director, 10% Owner
City:  
State:  
   
Insider Summary:
  
   
Companies Owned :   15    
Direct Shares   3,371,657    

Indirect Shares

   17,141,330      
Direct Value   $20,863,025    

Indirect Value

   $94,546,994      
Total Shares   20,512,987      
Total Value   $115,410,019      


Access To Money Inc $0 The Bancorp Inc $5,687,766 Cohen & Co Inc $263,503 Rait Investment Trust $0 Cardconnect Corporation $0 International Money Express Inc $13,722,424 Fintech Acquisition Corp. Iii $0 Perella Weinberg Partners $1,189,333 Access To Money Inc $0 The Bancorp Inc $5,687,766 Cohen & Co Inc $263,503 Rait Investment Trust $0 Cardconnect Corporation $0 International Money Express Inc $13,722,424 Fintech Acquisition Corp. Iii $0 Perella Weinberg Partners $1,189,333
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    1   
    26    

     Stock price went up :
    1   
    22    
     Stock price went down :
    0   
    4    
   
     Gain/Loss Ratio :
   1.0   
   5.5   
     Percentage Gain/Loss :
   84.5%
 493.2%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Access To Money Inc AEMI Director 2005-10-20 674,808 2005-10-20 14,333    Premium*  
            The Bancorp Inc TBBK Director 2021-06-07 172,200 2021-06-07 30,235    Premium*  
            Cohen & Co Inc COHN Chairman and CE Europe... 2021-10-27 24,017 2021-10-27 158,740    Premium*  
            Rait Investment Trust RAS Trustee 2009-03-16 1,510,848 2009-03-16 510,434    Premium*  
            Cardconnect Corporation CCN CEO and President, Dir... 2016-07-29 56,105 2016-07-29 865,840    Premium*  
            International Money Express Inc IMXI Member 13d group owns ... 2018-07-26 652,827 2018-07-26 1,300,143    Premium*  
            Shift Technologies Inc SFT Director, 10% Owner 0 2020-10-13 3,540,956    Premium*  
            Metromile, Inc MILE Director, 10% Owner 0 2021-02-09 2,500,000    Premium*  
            Paya Holdings Inc. PAYA 0 2020-10-16 3,387,996    Premium*  
            Fintech Acquisition Corp. Iii FTAC 10% Owner 2020-10-16 200,000 2020-10-16 300,000    Premium*  
            Insu Acquisition Corp Iii IIII Director, 10% Owner 0 2020-12-17 575,000    Premium*  
            Ftac Hera Acquisition Corp. HERA Officer 0 2021-03-03 960,000    Premium*  
            Ftac Parnassus Acquisition Corp. FTPA Director, 10% Owner 0 2021-03-11 345,000    Premium*  
            Perella Weinberg Partners PWP Director 2023-03-14 80,852 2023-03-14 873,903    Premium*  
            Ftac Zeus Acquisition Corp. ZINGU Director, 10% Owner 0 2021-11-23 1,778,750    Premium*  
* Premium Members only  

Records found :    177         Free Registration Required For Full Results.    Limit: 25

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  Page 8 of 8
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
PWP Perella Weinberg Partners Director   –       •      –    2023-03-10 4 S $9.06 $120,806 I/I (13,334) 538,282 0 %
PWP Perella Weinberg Partners Director   –       •      –    2023-03-14 4 S $9.08 $243,507 I/I (26,818) 524,873 0 %
  177  Records found
  1   2   3   4   5   6   7   8     
  Page 8 of 8  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed
 
 
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