Last 12 months
Inside the activity.
0 purchase rows · 0 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 0 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 0 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 02, 2026 Filed Jul 2, 2026 21:27 UTC |
Allianz SE10% owner
|
OtherSeries A Preferred Stock · Derivative | 4,117.76 | Not disclosed Strike: $8.70 | Not disclosed |
DisclosureSEC source: 0001193125-26-294991 · ownership.xml · derivative · entry 2 ALLIANZ SE · CIK 0001127508 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Allianz Strategic Investments S.a.r.l. Disclosed balance after: 173,051.67 Underlying: Class A Common Stock · Not disclosed shares Expires not disclosed F5 · kind: ASI acquired 140,000 and 18,471 shares of the Series A Preferred Stock in private placements on July 31, 2024 and May 13, 2025, respectively, and ASI received shares of the Series A Preferred Stock as payment-in-kind dividends with respect to shares of Series A Preferred Stock held by ASI as follows: 6,443.13 shares on June 30, 2025, 4,019.78 shares on January 5, 2026 and 4,117.76 shares on July 2, 2026. Holders of the Series A Preferred Stock are entitled to a cumulative dividend at the rate of 9.75% per annum, payable semi-annually in arrears. The shares of Series A Preferred Stock are held directly by ASI. F1 · price: Allianz Strategic Investments S.a.r.l. ("ASI") acquired 19,318,580.96 shares of Class A Common Stock, par value $0.0001 per share ("Class A Common Stock") of AlTi Global, Inc., a Delaware corporation (the "Issuer") in a private placement on July 31, 2024. ASI received shares of Class A Common Stock as payment-in-kind dividends with respect to shares of Series A Cumulative Convertible Preferred Stock (the "Series A Preferred Stock") of the Issuer held by ASI as follows: 1,523,289 shares on June 30, 2025, 865,344 shares on January 5, 2026 and 1,272,328.52 shares on July 2, 2026. Holders of the Series A Preferred Stock are entitled to a cumulative dividend at the rate of 9.75% per annum, payable semi-annually in arrears. ASI is wholly owned by Allianz Finance II Luxembourg S.a.r.l., which in turn is wholly owned by the reporting person. F2 · price: (Continued from footnote 1) The shares of Class A Common Stock are held directly by ASI. The reporting person is the ultimate parent company of ASI and has sole voting and dispositive power with respect to the shares held by ASI. F3 · derivative.exercise_date: The shares of the Series A Preferred Stock of the Issuer are convertible into shares of Class A Common Stock (i) by the reporting person at any time after July 31, 2026 and (ii) by the Issuer at any time after July 31, 2027, subject to certain conditions; provided, that the Series A Preferred Stock is subject to a beneficial ownership cap that prohibits the conversion of the Series A Preferred Stock into shares of Class A Common Stock to the extent such conversion would cause ASI's beneficial ownership, together with its affiliates, to exceed 24.9% (the "Ownership Cap"); provided, further, that if such a conversion would cause ASI's beneficial ownership, together with its affiliates, to exceed the Ownership Cap, the Issuer shall issue to ASI shares of the Issuer's Class C Non-Voting Common Stock, in lieu of shares of Class A Common Stock. The Series A Preferred Stock has no stated maturity and therefore has no expiration date. F3 · derivative.expiration_date: The shares of the Series A Preferred Stock of the Issuer are convertible into shares of Class A Common Stock (i) by the reporting person at any time after July 31, 2026 and (ii) by the Issuer at any time after July 31, 2027, subject to certain conditions; provided, that the Series A Preferred Stock is subject to a beneficial ownership cap that prohibits the conversion of the Series A Preferred Stock into shares of Class A Common Stock to the extent such conversion would cause ASI's beneficial ownership, together with its affiliates, to exceed 24.9% (the "Ownership Cap"); provided, further, that if such a conversion would cause ASI's beneficial ownership, together with its affiliates, to exceed the Ownership Cap, the Issuer shall issue to ASI shares of the Issuer's Class C Non-Voting Common Stock, in lieu of shares of Class A Common Stock. The Series A Preferred Stock has no stated maturity and therefore has no expiration date. F4 · derivative.underlying_shares: The Series A Preferred Stock has a stated value of $1,000 per share and is convertible into shares of Class A Common Stock at a conversion price of $8.70, subject to customary adjustments. F5 · balance_after: ASI acquired 140,000 and 18,471 shares of the Series A Preferred Stock in private placements on July 31, 2024 and May 13, 2025, respectively, and ASI received shares of the Series A Preferred Stock as payment-in-kind dividends with respect to shares of Series A Preferred Stock held by ASI as follows: 6,443.13 shares on June 30, 2025, 4,019.78 shares on January 5, 2026 and 4,117.76 shares on July 2, 2026. Holders of the Series A Preferred Stock are entitled to a cumulative dividend at the rate of 9.75% per annum, payable semi-annually in arrears. The shares of Series A Preferred Stock are held directly by ASI. F5 · ownership.nature: ASI acquired 140,000 and 18,471 shares of the Series A Preferred Stock in private placements on July 31, 2024 and May 13, 2025, respectively, and ASI received shares of the Series A Preferred Stock as payment-in-kind dividends with respect to shares of Series A Preferred Stock held by ASI as follows: 6,443.13 shares on June 30, 2025, 4,019.78 shares on January 5, 2026 and 4,117.76 shares on July 2, 2026. Holders of the Series A Preferred Stock are entitled to a cumulative dividend at the rate of 9.75% per annum, payable semi-annually in arrears. The shares of Series A Preferred Stock are held directly by ASI. Read SEC document |
| July 02, 2026 Filed Jul 2, 2026 21:27 UTC |
Allianz SE10% owner
|
OtherClass A Common Stock | 1,272,328.52 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-294991 · ownership.xml · nonDerivative · entry 1 ALLIANZ SE · CIK 0001127508 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Allianz Strategic Investments S.a.r.l. Disclosed balance after: 22,979,542.48 F1 · kind: Allianz Strategic Investments S.a.r.l. ("ASI") acquired 19,318,580.96 shares of Class A Common Stock, par value $0.0001 per share ("Class A Common Stock") of AlTi Global, Inc., a Delaware corporation (the "Issuer") in a private placement on July 31, 2024. ASI received shares of Class A Common Stock as payment-in-kind dividends with respect to shares of Series A Cumulative Convertible Preferred Stock (the "Series A Preferred Stock") of the Issuer held by ASI as follows: 1,523,289 shares on June 30, 2025, 865,344 shares on January 5, 2026 and 1,272,328.52 shares on July 2, 2026. Holders of the Series A Preferred Stock are entitled to a cumulative dividend at the rate of 9.75% per annum, payable semi-annually in arrears. ASI is wholly owned by Allianz Finance II Luxembourg S.a.r.l., which in turn is wholly owned by the reporting person. F2 · kind: (Continued from footnote 1) The shares of Class A Common Stock are held directly by ASI. The reporting person is the ultimate parent company of ASI and has sole voting and dispositive power with respect to the shares held by ASI. F1 · price: Allianz Strategic Investments S.a.r.l. ("ASI") acquired 19,318,580.96 shares of Class A Common Stock, par value $0.0001 per share ("Class A Common Stock") of AlTi Global, Inc., a Delaware corporation (the "Issuer") in a private placement on July 31, 2024. ASI received shares of Class A Common Stock as payment-in-kind dividends with respect to shares of Series A Cumulative Convertible Preferred Stock (the "Series A Preferred Stock") of the Issuer held by ASI as follows: 1,523,289 shares on June 30, 2025, 865,344 shares on January 5, 2026 and 1,272,328.52 shares on July 2, 2026. Holders of the Series A Preferred Stock are entitled to a cumulative dividend at the rate of 9.75% per annum, payable semi-annually in arrears. ASI is wholly owned by Allianz Finance II Luxembourg S.a.r.l., which in turn is wholly owned by the reporting person. F2 · price: (Continued from footnote 1) The shares of Class A Common Stock are held directly by ASI. The reporting person is the ultimate parent company of ASI and has sole voting and dispositive power with respect to the shares held by ASI. F1 · ownership.nature: Allianz Strategic Investments S.a.r.l. ("ASI") acquired 19,318,580.96 shares of Class A Common Stock, par value $0.0001 per share ("Class A Common Stock") of AlTi Global, Inc., a Delaware corporation (the "Issuer") in a private placement on July 31, 2024. ASI received shares of Class A Common Stock as payment-in-kind dividends with respect to shares of Series A Cumulative Convertible Preferred Stock (the "Series A Preferred Stock") of the Issuer held by ASI as follows: 1,523,289 shares on June 30, 2025, 865,344 shares on January 5, 2026 and 1,272,328.52 shares on July 2, 2026. Holders of the Series A Preferred Stock are entitled to a cumulative dividend at the rate of 9.75% per annum, payable semi-annually in arrears. ASI is wholly owned by Allianz Finance II Luxembourg S.a.r.l., which in turn is wholly owned by the reporting person. F2 · ownership.nature: (Continued from footnote 1) The shares of Class A Common Stock are held directly by ASI. The reporting person is the ultimate parent company of ASI and has sole voting and dispositive power with respect to the shares held by ASI. Read SEC document |
| June 17, 2026 Filed Jun 18, 2026 20:13 UTC |
FURLONG MARK FDirector
|
GrantRestricted Stock Units · Derivative | 34,736.476 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-26-025752 · form4.xml · derivative · entry 3 FURLONG MARK F · CIK 0001131355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,736.476 Underlying: Class A Common Stock · 34,736.476 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of AlTi Global, Inc. Class A Common Stock. F3 · derivative.exercise_date: The restricted stock units vest in whole on the earlier of (i) the business day immediately prior to AlTi Global, Inc.'s 2027 annual general meeting or (ii) June 30, 2027. F3 · derivative.expiration_date: The restricted stock units vest in whole on the earlier of (i) the business day immediately prior to AlTi Global, Inc.'s 2027 annual general meeting or (ii) June 30, 2027. Read SEC document |
| June 17, 2026 Filed Jun 18, 2026 20:13 UTC |
Wimmer AndreasDirector
|
GrantRestricted Stock Units · Derivative | 34,736.476 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-26-025754 · form4.xml · derivative · entry 3 Wimmer Andreas · CIK 0002032242 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,736.476 Underlying: Class A Common Stock · 34,736.476 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of AlTi Global, Inc. Class A Common Stock. F3 · derivative.exercise_date: The restricted stock units vest in whole on the earlier of (i) the business day immediately prior to AlTi Global, Inc.'s 2027 annual general meeting or (ii) June 30, 2027. F3 · derivative.expiration_date: The restricted stock units vest in whole on the earlier of (i) the business day immediately prior to AlTi Global, Inc.'s 2027 annual general meeting or (ii) June 30, 2027. Read SEC document |
| June 17, 2026 Filed Jun 18, 2026 20:13 UTC |
Keaney Timothy FDirector
|
GrantRestricted Stock Units · Derivative | 53,683.645 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-26-025758 · form4.xml · derivative · entry 3 Keaney Timothy F · CIK 0001343297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,683.645 Underlying: Class A Common Stock · 53,683.645 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of AlTi Global, Inc. Class A Common Stock. F3 · derivative.exercise_date: The restricted stock units vest in whole on the earlier of (i) the business day immediately prior to AlTi Global, Inc.'s 2027 annual general meeting or (ii) June 30, 2027. F3 · derivative.expiration_date: The restricted stock units vest in whole on the earlier of (i) the business day immediately prior to AlTi Global, Inc.'s 2027 annual general meeting or (ii) June 30, 2027. Read SEC document |
| June 17, 2026 Filed Jun 18, 2026 20:13 UTC |
Corio NormaDirector
|
GrantRestricted Stock Units · Derivative | 34,736.476 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-26-025756 · form4.xml · derivative · entry 3 Corio Norma · CIK 0001819942 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,736.476 Underlying: Class A Common Stock · 34,736.476 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of AlTi Global, Inc. Class A Common Stock. F3 · derivative.exercise_date: The restricted stock units vest in whole on the earlier of (i) the business day immediately prior to AlTi Global, Inc.'s 2027 annual general meeting or (ii) June 30, 2027. F3 · derivative.expiration_date: The restricted stock units vest in whole on the earlier of (i) the business day immediately prior to AlTi Global, Inc.'s 2027 annual general meeting or (ii) June 30, 2027. Read SEC document |
| June 17, 2026 Filed Jun 18, 2026 20:13 UTC |
Cetin NazimDirector
|
GrantRestricted Stock Units · Derivative | 34,736.476 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-26-025755 · form4.xml · derivative · entry 3 Cetin Nazim · CIK 0001824728 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,736.476 Underlying: Class A Common Stock · 34,736.476 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of AlTi Global, Inc. Class A Common Stock. F3 · derivative.exercise_date: The restricted stock units vest in whole on the earlier of (i) the business day immediately prior to AlTi Global, Inc.'s 2027 annual general meeting or (ii) June 30, 2027. F3 · derivative.expiration_date: The restricted stock units vest in whole on the earlier of (i) the business day immediately prior to AlTi Global, Inc.'s 2027 annual general meeting or (ii) June 30, 2027. Read SEC document |
| June 17, 2026 Filed Jun 18, 2026 20:13 UTC |
Bouzarif AliDirector
|
GrantRestricted Stock Units · Derivative | 34,736.476 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-26-025757 · form4.xml · derivative · entry 4 Bouzarif Ali · CIK 0001958682 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,736.476 Underlying: Class A Common Stock · 34,736.476 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of AlTi Global, Inc. Class A Common Stock. F4 · derivative.exercise_date: The restricted stock units vest in whole on the earlier of (i) the business day immediately prior to AlTi Global, Inc.'s 2027 annual general meeting or (ii) June 30, 2027. F4 · derivative.expiration_date: The restricted stock units vest in whole on the earlier of (i) the business day immediately prior to AlTi Global, Inc.'s 2027 annual general meeting or (ii) June 30, 2027. Read SEC document |
| June 17, 2026 Filed Jun 18, 2026 20:13 UTC |
Brophy Warson TraceyDirector
|
GrantRestricted Stock Units · Derivative | 34,736.476 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-26-025753 · form4.xml · derivative · entry 3 Brophy Warson Tracey · CIK 0001845846 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,736.476 Underlying: Class A Common Stock · 34,736.476 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of AlTi Global, Inc. Class A Common Stock. F3 · derivative.exercise_date: The restricted stock units vest in whole on the earlier of (i) the business day immediately prior to AlTi Global, Inc.'s 2027 annual general meeting or (ii) June 30, 2027. F3 · derivative.expiration_date: The restricted stock units vest in whole on the earlier of (i) the business day immediately prior to AlTi Global, Inc.'s 2027 annual general meeting or (ii) June 30, 2027. Read SEC document |
| June 16, 2026 Filed Jun 18, 2026 20:13 UTC |
FURLONG MARK FDirector
|
Exercise / conversionRestricted Stock Units · Derivative | 30,732.266 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-26-025752 · form4.xml · derivative · entry 2 FURLONG MARK F · CIK 0001131355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 30,732.266 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of AlTi Global, Inc. Class A Common Stock. F2 · derivative.exercise_date: The restricted stock units vest in whole on the earlier of (i) the business day immediately prior to AlTi Global, Inc.'s 2026 annual general meeting or (ii) June 30, 2026. F2 · derivative.expiration_date: The restricted stock units vest in whole on the earlier of (i) the business day immediately prior to AlTi Global, Inc.'s 2026 annual general meeting or (ii) June 30, 2026. Read SEC document |
| June 16, 2026 Filed Jun 18, 2026 20:13 UTC |
FURLONG MARK FDirector
|
Exercise / conversionClass A Common Stock | 30,732.266 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-26-025752 · form4.xml · nonDerivative · entry 1 FURLONG MARK F · CIK 0001131355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,408.576 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of AlTi Global, Inc. Class A Common Stock. Read SEC document |
| June 16, 2026 Filed Jun 18, 2026 20:13 UTC |
Wimmer AndreasDirector
|
Exercise / conversionRestricted Stock Units · Derivative | 30,732.266 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-26-025754 · form4.xml · derivative · entry 2 Wimmer Andreas · CIK 0002032242 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 30,732.266 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of AlTi Global, Inc. Class A Common Stock. F2 · derivative.exercise_date: The restricted stock units vest in whole on the earlier of (i) the business day immediately prior to AlTi Global, Inc.'s 2026 annual general meeting or (ii) June 30, 2026. F2 · derivative.expiration_date: The restricted stock units vest in whole on the earlier of (i) the business day immediately prior to AlTi Global, Inc.'s 2026 annual general meeting or (ii) June 30, 2026. Read SEC document |
| June 16, 2026 Filed Jun 18, 2026 20:13 UTC |
Wimmer AndreasDirector
|
Exercise / conversionClass A Common Stock | 30,732.266 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-26-025754 · form4.xml · nonDerivative · entry 1 Wimmer Andreas · CIK 0002032242 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,506.596 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of AlTi Global, Inc. Class A Common Stock. Read SEC document |
| June 16, 2026 Filed Jun 18, 2026 20:13 UTC |
Keaney Timothy FDirector
|
Exercise / conversionRestricted Stock Units · Derivative | 47,495.32 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-26-025758 · form4.xml · derivative · entry 2 Keaney Timothy F · CIK 0001343297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 47,495.32 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of AlTi Global, Inc. Class A Common Stock. F2 · derivative.exercise_date: The restricted stock units vest in whole on the earlier of (i) the business day immediately prior to AlTi Global, Inc.'s 2026 annual general meeting or (ii) June 30, 2026. F2 · derivative.expiration_date: The restricted stock units vest in whole on the earlier of (i) the business day immediately prior to AlTi Global, Inc.'s 2026 annual general meeting or (ii) June 30, 2026. Read SEC document |
| June 16, 2026 Filed Jun 18, 2026 20:13 UTC |
Keaney Timothy FDirector
|
Exercise / conversionClass A Common Stock | 47,495.32 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-26-025758 · form4.xml · nonDerivative · entry 1 Keaney Timothy F · CIK 0001343297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 207,679.72 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of AlTi Global, Inc. Class A Common Stock. Read SEC document |
| June 16, 2026 Filed Jun 18, 2026 20:13 UTC |
Corio NormaDirector
|
Exercise / conversionRestricted Stock Units · Derivative | 30,732.266 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-26-025756 · form4.xml · derivative · entry 2 Corio Norma · CIK 0001819942 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 30,732.266 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of AlTi Global, Inc. Class A Common Stock. F2 · derivative.exercise_date: The restricted stock units vest in whole on the earlier of (i) the business day immediately prior to AlTi Global, Inc.'s 2026 annual general meeting or (ii) June 30, 2026. F2 · derivative.expiration_date: The restricted stock units vest in whole on the earlier of (i) the business day immediately prior to AlTi Global, Inc.'s 2026 annual general meeting or (ii) June 30, 2026. Read SEC document |
| June 16, 2026 Filed Jun 18, 2026 20:13 UTC |
Corio NormaDirector
|
Exercise / conversionClass A Common Stock | 30,732.266 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-26-025756 · form4.xml · nonDerivative · entry 1 Corio Norma · CIK 0001819942 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,408.58 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of AlTi Global, Inc. Class A Common Stock. Read SEC document |
| June 16, 2026 Filed Jun 18, 2026 20:13 UTC |
Cetin NazimDirector
|
Exercise / conversionRestricted Stock Units · Derivative | 30,732.266 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-26-025755 · form4.xml · derivative · entry 2 Cetin Nazim · CIK 0001824728 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 30,732.266 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of AlTi Global, Inc. Class A Common Stock. F2 · derivative.exercise_date: The restricted stock units vest in whole on the earlier of (i) the business day immediately prior to AlTi Global, Inc.'s 2026 annual general meeting or (ii) June 30, 2026. F2 · derivative.expiration_date: The restricted stock units vest in whole on the earlier of (i) the business day immediately prior to AlTi Global, Inc.'s 2026 annual general meeting or (ii) June 30, 2026. Read SEC document |
| June 16, 2026 Filed Jun 18, 2026 20:13 UTC |
Cetin NazimDirector
|
Exercise / conversionClass A Common Stock | 30,732.266 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-26-025755 · form4.xml · nonDerivative · entry 1 Cetin Nazim · CIK 0001824728 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,506.596 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of AlTi Global, Inc. Class A Common Stock. Read SEC document |
| June 16, 2026 Filed Jun 18, 2026 20:13 UTC |
Bouzarif AliDirector
|
Exercise / conversionRestricted Stock Units · Derivative | 30,732.266 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-26-025757 · form4.xml · derivative · entry 3 Bouzarif Ali · CIK 0001958682 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 30,732.266 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of AlTi Global, Inc. Class A Common Stock. F3 · derivative.exercise_date: The restricted stock units vest in whole on the earlier of (i) the business day immediately prior to AlTi Global, Inc.'s 2026 annual general meeting or (ii) June 30, 2026. F3 · derivative.expiration_date: The restricted stock units vest in whole on the earlier of (i) the business day immediately prior to AlTi Global, Inc.'s 2026 annual general meeting or (ii) June 30, 2026. Read SEC document |
| June 16, 2026 Filed Jun 18, 2026 20:13 UTC |
Bouzarif AliDirector
|
Exercise / conversionClass A Common Stock | 30,732.266 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-26-025757 · form4.xml · nonDerivative · entry 1 Bouzarif Ali · CIK 0001958682 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,519.576 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of AlTi Global, Inc. Class A Common Stock. Read SEC document |
| June 16, 2026 Filed Jun 18, 2026 20:13 UTC |
Brophy Warson TraceyDirector
|
Exercise / conversionRestricted Stock Units · Derivative | 30,732.266 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-26-025753 · form4.xml · derivative · entry 2 Brophy Warson Tracey · CIK 0001845846 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 30,732.266 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of AlTi Global, Inc. Class A Common Stock. F2 · derivative.exercise_date: The restricted stock units vest in whole on the earlier of (i) the business day immediately prior to AlTi Global, Inc.'s 2026 annual general meeting or (ii) June 30, 2026. F2 · derivative.expiration_date: The restricted stock units vest in whole on the earlier of (i) the business day immediately prior to AlTi Global, Inc.'s 2026 annual general meeting or (ii) June 30, 2026. Read SEC document |
| June 16, 2026 Filed Jun 18, 2026 20:13 UTC |
Brophy Warson TraceyDirector
|
Exercise / conversionClass A Common Stock | 30,732.266 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-26-025753 · form4.xml · nonDerivative · entry 1 Brophy Warson Tracey · CIK 0001845846 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,519.576 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of AlTi Global, Inc. Class A Common Stock. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 20:13 UTC |
Keenan Patrick T.Principal Accounting Officer
|
GrantRestricted Stock Units · Derivative | 14,922.05 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-26-013062 · form4.xml · derivative · entry 1 Keenan Patrick T. · CIK 0002061323 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,922.05 Underlying: Class A Common Stock · 14,922.05 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of ALTI Class A Common Stock. F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning February 15, 2027. F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning February 15, 2027. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 20:16 UTC |
Moran Kevin P.President and COO
|
GrantRestricted Stock Units · Derivative | 119,821.83 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-26-013064 · form4.xml · derivative · entry 1 Moran Kevin P. · CIK 0001959720 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,821.83 Underlying: Class A Common Stock · 119,821.83 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of ALTI Class A Common Stock. F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning February 15, 2027. F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning February 15, 2027. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 20:19 UTC |
Harrington Michael WChief Financial Officer
|
GrantRestricted Stock Units · Derivative | 68,596.88 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-26-013066 · form4.xml · derivative · entry 1 Harrington Michael W · CIK 0001384485 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,596.88 Underlying: Class A Common Stock · 68,596.88 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of ALTI Class A Common Stock. F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning February 15, 2027. F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning February 15, 2027. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 20:10 UTC |
Graham Colleen AChief Legal, Compl & Risk Ofcr
|
GrantRestricted Stock Units · Derivative | 97,550.11 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-26-013060 · form4.xml · derivative · entry 1 Graham Colleen A · CIK 0001774027 · Chief Legal, Compl & Risk Ofcr 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,550.11 Underlying: Class A Common Stock · 97,550.11 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of ALTI Class A Common Stock. F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning February 15, 2027. F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning February 15, 2027. Read SEC document |
| March 31, 2026 Filed Apr 3, 2026 00:06 UTC |
Connell BrookePres, US Wealth Mgmt
|
GrantRestricted Stock Units · Derivative | 77,505.57 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-26-013057 · form4.xml · derivative · entry 1 Connell Brooke · CIK 0001996517 · Pres, US Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,505.57 Underlying: Class A Common Stock · 77,505.57 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of ALTI Class A Common Stock. F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning February 15, 2027. F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning February 15, 2027. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 21:06 UTC |
Keenan Patrick T.Principal Accounting Officer
|
Disposition to issuerRestricted Stock Units · Derivative | 4,966.23 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009443 · wk-form4_1771466812.xml · derivative · entry 6 Keenan Patrick T. · CIK 0002061323 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 4,966.23 shares Expires not disclosed F1 · derivative.exercise_price: 1. Each restricted stock unit ("RSU") represents a contingent right to receive one share of AlTi Global, Inc.'s (the "Company's") Class A Common Stock. F4 · derivative.exercise_date: The RSUs vest in three equal annual installments beginning February 15, 2024. F4 · derivative.expiration_date: The RSUs vest in three equal annual installments beginning February 15, 2024. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 21:06 UTC |
Keenan Patrick T.Principal Accounting Officer
|
Disposition to issuerRestricted Stock Units · Derivative | 1,242.94 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009443 · wk-form4_1771466812.xml · derivative · entry 5 Keenan Patrick T. · CIK 0002061323 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,242.94 Underlying: Class A Common Stock · 1,242.94 shares Expires not disclosed F1 · derivative.exercise_price: 1. Each restricted stock unit ("RSU") represents a contingent right to receive one share of AlTi Global, Inc.'s (the "Company's") Class A Common Stock. F3 · derivative.exercise_date: The RSUs vest in three equal annual installments beginning February 15, 2025. F3 · derivative.expiration_date: The RSUs vest in three equal annual installments beginning February 15, 2025. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 21:06 UTC |
Keenan Patrick T.Principal Accounting Officer
|
Disposition to issuerRestricted Stock Units · Derivative | 3,166.23 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009443 · wk-form4_1771466812.xml · derivative · entry 4 Keenan Patrick T. · CIK 0002061323 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,332.45 Underlying: Class A Common Stock · 3,166.23 shares Expires not disclosed F1 · derivative.exercise_price: 1. Each restricted stock unit ("RSU") represents a contingent right to receive one share of AlTi Global, Inc.'s (the "Company's") Class A Common Stock. F2 · derivative.exercise_date: 2. The RSUs vest in three equal annual installments beginning February 15, 2026. F2 · derivative.expiration_date: 2. The RSUs vest in three equal annual installments beginning February 15, 2026. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 21:06 UTC |
Keenan Patrick T.Principal Accounting Officer
|
Exercise / conversionClass A Common Stock | 4,966.23 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009443 · wk-form4_1771466812.xml · nonDerivative · entry 3 Keenan Patrick T. · CIK 0002061323 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,988.47 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: 1. Each restricted stock unit ("RSU") represents a contingent right to receive one share of AlTi Global, Inc.'s (the "Company's") Class A Common Stock. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 21:06 UTC |
Keenan Patrick T.Principal Accounting Officer
|
Exercise / conversionClass A Common Stock | 1,242.94 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009443 · wk-form4_1771466812.xml · nonDerivative · entry 2 Keenan Patrick T. · CIK 0002061323 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,022.24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: 1. Each restricted stock unit ("RSU") represents a contingent right to receive one share of AlTi Global, Inc.'s (the "Company's") Class A Common Stock. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 21:06 UTC |
Keenan Patrick T.Principal Accounting Officer
|
Exercise / conversionClass A Common Stock | 3,166.23 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009443 · wk-form4_1771466812.xml · nonDerivative · entry 1 Keenan Patrick T. · CIK 0002061323 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,779.3 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: 1. Each restricted stock unit ("RSU") represents a contingent right to receive one share of AlTi Global, Inc.'s (the "Company's") Class A Common Stock. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 21:06 UTC |
Moran Kevin P.President and COO
|
Exercise / conversionRestricted Stock Units · Derivative | 35,488.13 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009442 · wk-form4_1771466789.xml · derivative · entry 6 Moran Kevin P. · CIK 0001959720 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,976.25 Underlying: Class A Common Stock · 35,488.13 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of ALTI Class A Common Stock. F4 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning February 15, 2026. F4 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning February 15, 2026. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 21:06 UTC |
Moran Kevin P.President and COO
|
Exercise / conversionRestricted Stock Units · Derivative | 13,785.31 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009442 · wk-form4_1771466789.xml · derivative · entry 5 Moran Kevin P. · CIK 0001959720 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,785.31 Underlying: Class A Common Stock · 13,785.31 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of ALTI Class A Common Stock. F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning February 15, 2025. F3 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning February 15, 2025. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 21:06 UTC |
Moran Kevin P.President and COO
|
Exercise / conversionRestricted Stock Units · Derivative | 47,397.7 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009442 · wk-form4_1771466789.xml · derivative · entry 4 Moran Kevin P. · CIK 0001959720 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 47,397.7 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of ALTI Class A Common Stock. F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning February 15, 2024. F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning February 15, 2024. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 21:06 UTC |
Moran Kevin P.President and COO
|
Exercise / conversionClass A Common Stock | 35,488.13 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009442 · wk-form4_1771466789.xml · nonDerivative · entry 3 Moran Kevin P. · CIK 0001959720 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 156,982.27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of ALTI Class A Common Stock. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 21:06 UTC |
Moran Kevin P.President and COO
|
Exercise / conversionClass A Common Stock | 13,785.31 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009442 · wk-form4_1771466789.xml · nonDerivative · entry 2 Moran Kevin P. · CIK 0001959720 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,494.14 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of ALTI Class A Common Stock. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 21:06 UTC |
Moran Kevin P.President and COO
|
Exercise / conversionClass A Common Stock | 47,397.7 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009442 · wk-form4_1771466789.xml · nonDerivative · entry 1 Moran Kevin P. · CIK 0001959720 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,708.83 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of ALTI Class A Common Stock. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 21:08 UTC |
Harrington Michael WChief Financial Officer
|
Disposition to issuerRestricted Stock Units · Derivative | 27,088.83 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009444 · wk-form4_1771466912.xml · derivative · entry 2 Harrington Michael W · CIK 0001384485 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,177.66 Underlying: Class A Common Stock · 27,088.83 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of AlTi Global, Inc.'s (the "Company's") Class A Common Stock. F2 · derivative.exercise_date: The RSUs vest in three equal annual installments beginning February 15, 2026. F2 · derivative.expiration_date: The RSUs vest in three equal annual installments beginning February 15, 2026. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 21:08 UTC |
Harrington Michael WChief Financial Officer
|
Exercise / conversionClass A Common Stock | 27,088.83 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009444 · wk-form4_1771466912.xml · nonDerivative · entry 1 Harrington Michael W · CIK 0001384485 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,088.83 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of AlTi Global, Inc.'s (the "Company's") Class A Common Stock. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 21:09 UTC |
Graham Colleen AChief Legal, Compl & Risk Ofcr
|
Exercise / conversionRestricted Stock Units · Derivative | 28,891.82 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009445 · wk-form4_1771466940.xml · derivative · entry 6 Graham Colleen A · CIK 0001774027 · Chief Legal, Compl & Risk Ofcr 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,783.64 Underlying: Class A Common Stock · 28,891.82 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of ALTI Class A Common Stock. F4 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning February 15, 2026. F4 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning February 15, 2026. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 21:09 UTC |
Graham Colleen AChief Legal, Compl & Risk Ofcr
|
Exercise / conversionRestricted Stock Units · Derivative | 31,412.43 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009445 · wk-form4_1771466940.xml · derivative · entry 5 Graham Colleen A · CIK 0001774027 · Chief Legal, Compl & Risk Ofcr 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,412.43 Underlying: Class A Common Stock · 31,412.43 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of ALTI Class A Common Stock. F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning February 15, 2025. F3 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning February 15, 2025. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 21:09 UTC |
Graham Colleen AChief Legal, Compl & Risk Ofcr
|
Exercise / conversionRestricted Stock Units · Derivative | 21,894.49 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009445 · wk-form4_1771466940.xml · derivative · entry 4 Graham Colleen A · CIK 0001774027 · Chief Legal, Compl & Risk Ofcr 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 21,894.49 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of ALTI Class A Common Stock. F2 · derivative.exercise_date: 2. The restricted stock units vest in three equal annual installments beginning February 15, 2024. F2 · derivative.expiration_date: 2. The restricted stock units vest in three equal annual installments beginning February 15, 2024. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 21:09 UTC |
Graham Colleen AChief Legal, Compl & Risk Ofcr
|
Exercise / conversionClass A Common Stock | 28,891.82 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009445 · wk-form4_1771466940.xml · nonDerivative · entry 3 Graham Colleen A · CIK 0001774027 · Chief Legal, Compl & Risk Ofcr 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 147,093.23 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of ALTI Class A Common Stock. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 21:09 UTC |
Graham Colleen AChief Legal, Compl & Risk Ofcr
|
Exercise / conversionClass A Common Stock | 21,894.49 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009445 · wk-form4_1771466940.xml · nonDerivative · entry 2 Graham Colleen A · CIK 0001774027 · Chief Legal, Compl & Risk Ofcr 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 118,201.41 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of ALTI Class A Common Stock. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 21:09 UTC |
Graham Colleen AChief Legal, Compl & Risk Ofcr
|
Exercise / conversionClass A Common Stock | 31,412.43 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009445 · wk-form4_1771466940.xml · nonDerivative · entry 1 Graham Colleen A · CIK 0001774027 · Chief Legal, Compl & Risk Ofcr 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,306.92 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of ALTI Class A Common Stock. Read SEC document |
| February 15, 2026 Filed Feb 19, 2026 02:09 UTC |
Connell BrookePres, US Wealth Mgmt
|
Exercise / conversionRestricted Stock Units · Derivative | 22,955.15 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009446 · wk-form4_1771466965.xml · derivative · entry 6 Connell Brooke · CIK 0001996517 · Pres, US Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,910.29 Underlying: Class A Common Stock · 22,955.15 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of ALTI Class A Common Stock. F4 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning February 15, 2026. F4 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning February 15, 2026. Read SEC document |
| February 15, 2026 Filed Feb 19, 2026 02:09 UTC |
Connell BrookePres, US Wealth Mgmt
|
Exercise / conversionRestricted Stock Units · Derivative | 8,700.57 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009446 · wk-form4_1771466965.xml · derivative · entry 5 Connell Brooke · CIK 0001996517 · Pres, US Wealth Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,700.57 Underlying: Class A Common Stock · 8,700.57 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of ALTI Class A Common Stock. F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning February 15, 2025. F3 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning February 15, 2025. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.