Official filing metadata
- Filer (as printed)
- Hon. Steve Cohen
- Office (as printed)
- TN09
- Chamber
- House
- Filing type
- ptr
- Filing date
- Jan 14, 2026
- Filing year
- 2026
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 5
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 46
Reading this page
The left half of each row below is the text exactly as it appears in the official document. The right half is our normalized interpretation: matched ticker, typed transaction, parsed dates and dollar range.
When the two disagree, the official document wins. Rows flagged for review are kept, never discarded, and the raw text is never edited.
Rows · 5
Left: official, as printed · Right: normalized
| Official · as printed in the filing | Normalized · our interpretation | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| # | Owner | Asset | Ticker | Type | Tx date | Notified | Amount | Conf. | Ticker | Type | Owner | Tx date | Amount | Class | Flags |
| 1 | — | Bank OZK - 4.625% Series A Non- Cumulative Perpetual Preferred Stock (OZKAP) [ST] filing_status: New | subholding_of: Stephens Advantage Account | OZKAP | S (partial) | 12/17/2025 | 12/30/2025 | $15,001 - $50,000 | 1.00 | OZKAP0.98 | PartialPartial sale | Self | Dec 17, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 2 | — | Cohen & Steers Total Return Realty Fund, Inc. Common Stock (RFI) [ST] filing_status: New | subholding_of: Stephens Advantage Account | RFI | S | 12/17/2025 | 12/30/2025 | $1,001 - $15,000 | 1.00 | RFI0.98 | SellSell | Self | Dec 17, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | — | Goldman Sachs Group, Inc. (GS) [ST] filing_status: New | subholding_of: Stephens Advantage Account | — | S (partial) | 12/17/2025 | 12/30/2025 | $15,001 - $50,000 | 1.00 | GS0.95 | PartialPartial sale | Self | Dec 17, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 4 | — | Goldman Sachs Group, Inc. (GS) [ST] filing_status: New | subholding_of: Stephens Advantage Account | — | S (partial) | 12/17/2025 | 12/30/2025 | $15,001 - $50,000 | 1.00 | GS0.95 | PartialPartial sale | Self | Dec 17, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 5 | — | Morgan Stanley Common Stock (MS) [ST] filing_status: New | subholding_of: Stephens Advantage Account | MS | S (partial) | 12/17/2025 | 12/30/2025 | $50,001 - $100,000 | 1.00 | MS0.98 | PartialPartial sale | Self | Dec 17, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |