STEERS ROBERT HAMILTON 4
4 · COHEN & STEERS, INC. · Filed Feb 2, 2026
Research Summary
AI-generated summary of this filing
Cohen & Steers 10% Owner Robert H. Steers Receives RSUs
What Happened
Robert H. Steers (reported as a 10% owner) was granted 6,229 restricted stock units (RSUs) by Cohen & Steers and, in connection with the vesting/delivery of previously issued RSUs, 9,232 shares were withheld to satisfy tax obligations. The withheld shares were recorded as a disposition at $64.58 per share for a total value of $596,203. The RSU grant is recorded at $0 consideration (an award).
Key Details
- Transaction date: 2026-01-30; filing date: 2026-02-02 (filed within the SEC 2-business-day Form 4 deadline).
- Withholding (Disposition, code F): 9,232 shares at $64.58 = $596,203 (used to satisfy tax liability).
- Grant (Award, code A): 6,229 RSUs granted, $0 purchase price recorded.
- Shares owned after transaction: not specified in the provided filing.
- Relevant footnotes:
- F5: withholding represents issuer withholding shares to cover tax on vested RSUs.
- F6: the RSUs are the deferred portion of the 2025 annual incentive bonus; RSUs vest ratably over four years and dividend-equivalent RSUs vest on the fourth anniversary.
- F1–F4: various trusts hold shares and Mr. Steers disclaims beneficial ownership of those trust-held shares except as noted.
Context
This was not an open-market sale or purchase by Mr. Steers — it reflects an employer grant of RSUs and the routine withholding of shares to pay taxes when RSUs vest. As a reported 10% owner with multiple trust arrangements, some reported holdings are held in trusts (see footnotes) and may not indicate direct trading intent.
Insider Transaction Report
- Tax Payment
Common Stock
[F5]2026-01-30$64.58/sh−9,232$596,203→ 130,515 total - Award
Common Stock
[F6]2026-01-30+6,229→ 136,744 total
- 7,147,497(indirect: By Trust)
Common Stock
[F1] - 3,897,184(indirect: By Trust)
Common Stock
[F2] - 805,920(indirect: By Trust)
Common Stock
[F3] - 334(indirect: By Trust)
Common Stock
[F4]
Footnotes (6)
- [F1]Shares owned by the Robert H. Steers 2018 Revocable Trust. Mr. Steers and a member of his immediate family serve as trustees of the trust. Mr. Steers disclaims beneficial ownership of these shares except to the extent of his pecuniary interest.
- [F2]Shares owned by The Hilltop GST Non-Exempt Descendants' Trust for the benefit of Mr. Steers' family. A member of Mr. Steers' immediate family and an independent third party serve as trustees of the trust. Mr. Steers disclaims beneficial ownership of these shares, and the filing of this Form 4 is not an admission that Mr. Steers is the beneficial owner of these shares for purposes of Section 16 or for any other purpose.
- [F3]Shares owned by The Sunnyridge GST Exempt Family Trust for the benefit of Mr. Steers' family. A member of Mr. Steers' immediate family and an independent third party serve as trustees of the trust. Mr. Steers disclaims beneficial ownership of these shares, and the filing of this Form 4 is not an admission that Mr. Steers is the beneficial owner of these shares for purposes of Section 16 or for any other purpose.
- [F4]Shares owned by the Hamilton-Steers 2017 Trust FB Robert H. Steers, of which Mr. Steers is a beneficiary and trustee.
- [F5]Represents the withholding by the issuer of shares of common stock in connection with the reporting person's tax obligations upon the vesting of previously reported restricted stock units ("RSUs") and delivery of the common stock underlying such RSUs.
- [F6]Represents RSUs granted by the issuer to the reporting person constituting the portion of the reporting person's 2025 annual incentive performance bonus that was mandatorily deferred by the issuer. Any dividends paid on the issuer's common stock are paid in additional RSUs (the "dividend RSUs"). The RSUs vest ratably over four years, and the dividend RSUs vest on the fourth anniversary of the grant date of the RSUs.