Shami Patel
CIK 1378251 · Chief Operating Officer · last filed 2026-01-09
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
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Disclosed Exposure
$417.5K
Companies
7
Total Filings
16
Lifetime Open-Market Net
-$395.3K
Holdings By Company
Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| CERO THERAPEUTICS HOLDINGS, INC. (PBAXW) Delisted | Director | — | $0.05 | — | $0 | 5 | 2026-01-09 |
| FTAC Olympus Acquisition Corp. (FTOCU) Delisted | Chief Operating Officer | — | $11.65 | — | $0 | 1 | 2020-08-31 |
| IMXI | 27,855 | $14.99 | $417.5K | -$395.8K | 3 | 2020-08-19 | |
| International Money Express, Inc. (IMXIW) Delisted | 45,636 | — | — | -$54 | 1 | 2018-07-30 | |
| International Money Express, Inc. (FNTEU) Delisted | Director | 57,045 | — | — | $0 | 1 | 2017-01-26 |
| CardConnect Corp. (FNTC.W) Delisted | Director | 90,000 | — | — | $576 | 1 | 2016-02-12 |
| Cohen & Co Inc. (AFN) Delisted | COO and CIO | 152,293 | — | — | $0 | 3 | 2007-05-30 |
Recent Filings · Page 2 of 2
16 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2018-07-30 | International Money Express, Inc. (IMXIW) Delisted | Sell (S) | −11,409 | -$54 | EDGAR |
| 2017-01-26 | International Money Express, Inc. (FNTEU) Delisted | Other (J) | −255 | $0 | EDGAR |
| 2016-02-12 | CardConnect Corp. (FNTC.W) Delisted | Buy (P) | +90,000 | $576 | EDGAR |
| 2007-05-30 | Cohen & Co Inc. (AFN) Delisted | Grant (A) | +60,000 | $0 | EDGAR |
| 2007-02-14 | Cohen & Co Inc. (AFN) Delisted | Grant (A) | +13,500 | $0 | EDGAR |
| 2007-02-02 | Cohen & Co Inc. (AFN) Delisted | Grant (A) | +13,500 | $0 | EDGAR |
Showing 11–16 of 16
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Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.