| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| BETSY Z. COHEN | CEO and President, Director, 10%+ Owner | 30 Jun 2025 | |||
| Daniel G. Cohen | Director | 30 Jun 2025 | |||
| Jewelle Bickford | Director | 30 Jun 2025 | |||
| Leah Popowich | Director | 30 Jun 2025 | |||
| Amanda J. Abrams | Director | 30 Jun 2025 | |||
| Cohen Circle Sponsor II, LLC | 10%+ Owner | 30 Jun 2025 | |||
| Claudine Malone | Director | 30 Jun 2025 | |||
| Walter C. Jones | Director | 30 Jun 2025 | |||
| Volker Berl | Director | 30 Jun 2025 | |||
| Robert M. Smeal | Chief Financial Officer | 30 Jun 2025 |