Comparable stake leader
Cohen Circle Sponsor I, LLC
SEC ownership of Cohen Circle Acquisition Corp. I
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001894176.
Disclosed value leader
Cohen Circle Sponsor I, LLC
Comparable rows
5/6
Latest evidence
30 Jun 2025
- Parsed ownership sources
-
13D/G and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Cohen Circle Sponsor I, LLC
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
5 of 6
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
Cohen Circle Sponsor I, LLC
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
30 Jun 2025
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001894176
- Issuer location
- Philadelphia, PA
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Cohen Circle Acquisition Corp. I (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Cohen Circle Sponsor I, LLC
Disclosed value leader
Cohen Circle Sponsor I, LLC
Comparable rows
5/6
Latest evidence
30 Jun 2025
13D/G
3/4/5
Lead comparable stake: 26%
1 rows are not safely comparable across share classes.
13D/G row: Cohen Circle Sponsor I, LLC
Quick read
Cohen Circle Sponsor I, LLC leads the comparable SEC ownership view at 26%.
5 of 6 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Cohen Circle Sponsor I, LLC's linked filing trail.
Comparable ownership
Top 5
Cohen Circle Sponsor I, LLC
26%
BARCLAYS PLC
6.3%
HEALTHCARE OF ONTARIO PENSION PLA...
4.2%
Magnetar Financial LLC
3.6%
Alberta Investment Management Corp
1.1%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 6 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Cohen Circle Sponsor I, LLC |
13D/G
3/4/5
Betsy Z. Cohen · 10%+ Owner
|
26%
|
$101,786,500
8,350,000 shares
|
$0 | 30 Dec 2024 |
| BARCLAYS PLC |
13D/G
|
6.3%
|
$18,163,100
1,490,000 shares
|
$0 | 31 Dec 2024 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND |
13D/G
|
4.2%
|
$12,228,813
1,003,184 shares
|
-$9,103,687 | 31 Mar 2025 |
| Magnetar Financial LLC |
13D/G
|
3.6%
|
$9,546,000
860,000 shares
|
$0 | 30 Jun 2025 |
| Alberta Investment Management Corp |
13D/G
|
1.1%
|
$3,047,500
250,000 shares
|
$0 | 31 Mar 2025 |
| Betsy Z. Cohen |
3/4/5
Director, 10%+ Owner
|
—
class O/S missing
|
—
445,000 shares
|
— | 10 Oct 2024 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 18 Aug 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-8 of 8 reporting-owner rows connected to Cohen Circle Acquisition Corp. I. Open a relationship link for the CIK-to-CIK filing trail.
Rows
8
Largest Forms 3/4/5 holder
Walter C. Jones
Net 12M change
$0
Latest report
10 Oct 2024
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Walter C. Jones | Director | Mixed | 10 Oct 2024 | |||
| Betsy Z. Cohen | Director, 10%+ Owner | Mixed | 10 Oct 2024 | |||
| Ellen F. Warren | Director | Mixed | 10 Oct 2024 | |||
| Rochael S. Adranly | Director | Mixed | 10 Oct 2024 | |||
| Cohen Circle Sponsor I, LLC | 10%+ Owner | Mixed | 10 Oct 2024 | |||
| Cohen Circle Advisors I, LLC | 10%+ Owner | Mixed | 10 Oct 2024 | |||
| Jan Hopkins Trachtman | Director | Mixed | 10 Oct 2024 | |||
| Robert M. Smeal | CFO and Secretary | Mixed | 10 Oct 2024 |
Recent insider transactions for Cohen Circle Acquisition Corp. I
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| No insider transactions were found in the last 12 months for this issuer. | ||||||||||
* marks a reported price that did not pass the local price check.