Francis C Poli - Net Worth and Insider Trading

Francis C Poli Net Worth

The estimated net worth of Francis C Poli is at least $6 Million dollars as of 2024-12-28. Francis C Poli is the GC, Secretary, EVP of Cohen & Steers Inc and owns about 64,866 shares of Cohen & Steers Inc (CNS) stock worth over $6 Million. Francis C Poli is the Secretary of Cohen & Steers Global Inc Builder, Inc and owns about 0 shares of Cohen & Steers Global Inc Builder, Inc (INB) stock worth over $0. Francis C Poli is also the Secretary of Cohen & Steers Infrastructure Fund Inc and owns about 0 shares of Cohen & Steers Infrastructure Fund Inc (UTF) stock worth over $0. Details can be seen in Francis C Poli's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Francis C Poli has not made any transactions after 2024-09-16 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

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Transaction Summary of Francis C Poli

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Francis C Poli Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Francis C Poli owns 15 companies in total, including Cohen & Steers Inc (CNS) , Cohen & Steers MLP Income & Energy Opportunity Fun (MIE) , and Cohen & Steers Infrastructure Fund Inc (UTF) among others .

Click here to see the complete history of Francis C Poli’s form 4 insider trades.

Insider Ownership Summary of Francis C Poli

Ticker Comapny Transaction Date Type of Owner
CNS Cohen & Steers Inc 2024-09-16 See Remarks
MIE Cohen & Steers MLP Income & Energy Opportunity Fun 2013-03-28 Secretary
UTF Cohen & Steers Infrastructure Fund Inc 2012-10-02 Secretary
LIMIT LIMIT 2012-10-02 Secretary
LIMIT LIMIT 2012-08-01 Secretary
LIMIT LIMIT 2010-11-24 Secretary
LIMIT LIMIT 2007-10-01 Secretary
LIMIT LIMIT 2007-10-01 Secretary
LIMIT LIMIT 2007-10-01 Secretary
LIMIT LIMIT 2007-10-01 Secretary
LIMIT LIMIT 2005-05-25 other: Affiliated Person
LIMIT LIMIT 2003-08-21 other: Executive Committee
LIMIT LIMIT 2003-07-30 other: Executive Committee
LIMIT LIMIT 2020-10-27 Assistant Secretary
LIMIT LIMIT 2022-02-24 Assistant Secretary

Francis C Poli Latest Holdings Summary

Francis C Poli currently owns a total of 3 stocks. Among these stocks, Francis C Poli owns 64,866 shares of Cohen & Steers Inc (CNS) as of September 16, 2024, with a value of $6 Million and a weighting of 100%. Francis C Poli owns 0 shares of Cohen & Steers Global Inc Builder, Inc (INB) as of October 2, 2012, with a value of $0 and a weighting of 0%. Francis C Poli also owns 0 shares of Cohen & Steers Infrastructure Fund Inc (UTF) as of October 2, 2012, with a value of $0 and a weighting of 0%.

Latest Holdings of Francis C Poli

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
CNS Cohen & Steers Inc 2024-09-16 64,866 93.35 6,055,241
INB Cohen & Steers Global Inc Builder, Inc 2012-10-02 0 9.15 0
UTF Cohen & Steers Infrastructure Fund Inc 2012-10-02 0 23.77 0

Holding Weightings of Francis C Poli


Francis C Poli Form 4 Trading Tracker

According to the SEC Form 4 filings, Francis C Poli has made a total of 2 transactions in Cohen & Steers Inc (CNS) over the past 5 years, including 0 buys and 2 sells. The most-recent trade in Cohen & Steers Inc is the sale of 15,000 shares on September 16, 2024, which brought Francis C Poli around $1 Million.

According to the SEC Form 4 filings, Francis C Poli has made a total of 0 transactions in Cohen & Steers Global Inc Builder, Inc (INB) over the past 5 years. The most-recent trade in Cohen & Steers Global Inc Builder, Inc is the sale of 152 shares on October 2, 2012, which brought Francis C Poli around $1,667.

According to the SEC Form 4 filings, Francis C Poli has made a total of 0 transactions in Cohen & Steers Infrastructure Fund Inc (UTF) over the past 5 years. The most-recent trade in Cohen & Steers Infrastructure Fund Inc is the sale of 75 shares on October 2, 2012, which brought Francis C Poli around $1,385.

Insider Trading History of Francis C Poli

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Francis C Poli Trading Performance

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Francis C Poli Ownership Network

Ownership Network List of Francis C Poli

No Data

Ownership Network Relation of Francis C Poli

Insider Network Chart

Francis C Poli Owned Company Details

What does Cohen & Steers Inc do?

Who are the key executives at Cohen & Steers Inc?

Francis C Poli is the See Remarks of Cohen & Steers Inc. Other key executives at Cohen & Steers Inc include Executive Vice President Daniel P Charles , Chief Accounting Officer Elena Dulik , and Executive Vice President Jon Cheigh .

Cohen & Steers Inc (CNS) Insider Trades Summary

Over the past 18 months, Francis C Poli made 1 insider transaction in Cohen & Steers Inc (CNS) with a net sale of 15,000. Other recent insider transactions involving Cohen & Steers Inc (CNS) include a net sale of 27,000 shares made by Richard P Simon , a net sale of 10,000 shares made by Edmond D Villani , and a net sale of 3,775 shares made by Elena Dulik .

In summary, during the past 3 months, insiders sold 9,368 shares of Cohen & Steers Inc (CNS) in total and bought 0 shares, with a net sale of 9,368 shares. During the past 18 months, 84,802 shares of Cohen & Steers Inc (CNS) were sold and 0 shares were bought by its insiders, resulting in a net sale of 84,802 shares.

Cohen & Steers Inc (CNS)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Cohen & Steers Inc Insider Transactions

No Available Data

Francis C Poli Mailing Address

Above is the net worth, insider trading, and ownership report for Francis C Poli. You might contact Francis C Poli via mailing address: 280 Park Avenue, 10th Floor, C/o Cohen & Steers, New York Ny 10017.

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