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person · Reporting owner

Birrittella Laurie A.

Disclosed activity across 1 company

Tapewire entity
112490
SEC CIK
0001958503

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
AlTi Global, Inc.ALTI · Entity 5344Chief People OfficerJune 07, 2023June 09, 2023

Disclosed balances

About these balances

Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.

AlTi Global, Inc.

Report date June 07, 2023 · Filed June 09, 2023

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeDirect33,995 Reported balance After 2023-06-07 transaction · row 1
1 source row

Row 1 · 2023-06-07 · Grant · Acquired 33,995 · Balance 33,995

F1: On June 7, 2023, pursuant to the Issuer's previously announced exchange offer, the reporting person exchanged 135,983 private placement warrants, which previously entitled the reporting person to purchase one share of Class A Common Stock, par value $0.0001 per share, of the Issuer ("Class A Common Stock") per warrant, at a price of $11.50 per share, for 33,995 shares of Class A Common Stock.

WarrantSEC Table II · derivative / convertible securityDirect0 Reported balance After 2023-06-07 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2023-06-07 · Disposition to issuer · Disposed 135,983 · Balance 0

F1: On June 7, 2023, pursuant to the Issuer's previously announced exchange offer, the reporting person exchanged 135,983 private placement warrants, which previously entitled the reporting person to purchase one share of Class A Common Stock, par value $0.0001 per share, of the Issuer ("Class A Common Stock") per warrant, at a price of $11.50 per share, for 33,995 shares of Class A Common Stock.

F2: The warrants became exercisable on February 2, 2023, and will expire on February 2, 2028 or earlier upon redemption or liquidation.

Filing footnotes · ownership attribution and instrument terms

F1: On June 7, 2023, pursuant to the Issuer's previously announced exchange offer, the reporting person exchanged 135,983 private placement warrants, which previously entitled the reporting person to purchase one share of Class A Common Stock, par value $0.0001 per share, of the Issuer ("Class A Common Stock") per warrant, at a price of $11.50 per share, for 33,995 shares of Class A Common Stock.

F2: The warrants became exercisable on February 2, 2023, and will expire on February 2, 2028 or earlier upon redemption or liquidation.

Transaction history

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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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
June 07, 2023 Filed Jun 9, 2023 21:00 UTC AlTi Global, Inc. ALTI · Entity 5344 Disposition to issuerWarrant · Derivative 135,983 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-23-015211 · doc4.xml · derivative · entry 2

Birrittella Laurie A. · CIK 0001958503 · Chief People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 135,983 shares

Expires not disclosed

F1 · derivative.exercise_price: On June 7, 2023, pursuant to the Issuer's previously announced exchange offer, the reporting person exchanged 135,983 private placement warrants, which previously entitled the reporting person to purchase one share of Class A Common Stock, par value $0.0001 per share, of the Issuer ("Class A Common Stock") per warrant, at a price of $11.50 per share, for 33,995 shares of Class A Common Stock.

F1 · price: On June 7, 2023, pursuant to the Issuer's previously announced exchange offer, the reporting person exchanged 135,983 private placement warrants, which previously entitled the reporting person to purchase one share of Class A Common Stock, par value $0.0001 per share, of the Issuer ("Class A Common Stock") per warrant, at a price of $11.50 per share, for 33,995 shares of Class A Common Stock.

F2 · derivative.exercise_date: The warrants became exercisable on February 2, 2023, and will expire on February 2, 2028 or earlier upon redemption or liquidation.

F2 · derivative.expiration_date: The warrants became exercisable on February 2, 2023, and will expire on February 2, 2028 or earlier upon redemption or liquidation.

Read SEC document
June 07, 2023 Filed Jun 9, 2023 21:00 UTC AlTi Global, Inc. ALTI · Entity 5344 GrantClass A Common Stock 33,995 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-23-015211 · doc4.xml · nonDerivative · entry 1

Birrittella Laurie A. · CIK 0001958503 · Chief People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,995

F1 · shares: On June 7, 2023, pursuant to the Issuer's previously announced exchange offer, the reporting person exchanged 135,983 private placement warrants, which previously entitled the reporting person to purchase one share of Class A Common Stock, par value $0.0001 per share, of the Issuer ("Class A Common Stock") per warrant, at a price of $11.50 per share, for 33,995 shares of Class A Common Stock.

F1 · price: On June 7, 2023, pursuant to the Issuer's previously announced exchange offer, the reporting person exchanged 135,983 private placement warrants, which previously entitled the reporting person to purchase one share of Class A Common Stock, par value $0.0001 per share, of the Issuer ("Class A Common Stock") per warrant, at a price of $11.50 per share, for 33,995 shares of Class A Common Stock.

Read SEC document
May 31, 2023 Filed Jun 2, 2023 21:33 UTC AlTi Global, Inc. ALTI · Entity 5344 GrantRestricted Stock Units · Derivative 53,635 $0.00 $0.00
Disclosure

SEC source: 0000899243-23-014370 · doc4.xml · derivative · entry 1

Birrittella Laurie A. · CIK 0001958503 · Chief People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,635

Underlying: Class A Common Stock · 53,635 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, 2024.

F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning February 15, 2024.

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.