Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AlTi Global, Inc.ALTI · Entity 5344 | Director · Interim CEO | March 30, 2026 | April 10, 2026 |
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 March 30, 2026 · Filed April 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 149,921.11 |
Reported balance
Holding disclosure · report date 2026-03-30 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 149,921.11 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-03-30 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance Not disclosed F2: Each RSU and performance restricted stock unit ("PRSU") represents a contingent right to receive one share of AlTi Global, Inc.'s (the "Company's") Class A Common Stock. F1: These restricted stock units ("RSUs") vest in three equal annual installments beginning February 15, 2025. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-03-30 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance Not disclosed F2: Each RSU and performance restricted stock unit ("PRSU") represents a contingent right to receive one share of AlTi Global, Inc.'s (the "Company's") Class A Common Stock. F4: These RSUs vest in three equal annual installments beginning February 15, 2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-03-30 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance Not disclosed F2: Each RSU and performance restricted stock unit ("PRSU") represents a contingent right to receive one share of AlTi Global, Inc.'s (the "Company's") Class A Common Stock. F5: These RSUs vest in three equal annual installments beginning February 15, 2027. |
| Performance Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-03-30 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance Not disclosed F2: Each RSU and performance restricted stock unit ("PRSU") represents a contingent right to receive one share of AlTi Global, Inc.'s (the "Company's") Class A Common Stock. F3: 33.33% of the PRSUs shall be eligible to vest at the end of each of three annual performance periods beginning on March 31, 2025, subject to the reporting person's continued service with the Company through the applicable performance period, based on the total shareholder return of the Company's Class A Common Stock exceeding certain thresholds. The maximum number of units that may vest over three years is 193,161.98 (200% of the target number). |
Filing footnotes · ownership attribution and instrument terms
F1: These restricted stock units ("RSUs") vest in three equal annual installments beginning February 15, 2025.
F2: Each RSU and performance restricted stock unit ("PRSU") represents a contingent right to receive one share of AlTi Global, Inc.'s (the "Company's") Class A Common Stock.
F3: 33.33% of the PRSUs shall be eligible to vest at the end of each of three annual performance periods beginning on March 31, 2025, subject to the reporting person's continued service with the Company through the applicable performance period, based on the total shareholder return of the Company's Class A Common Stock exceeding certain thresholds. The maximum number of units that may vest over three years is 193,161.98 (200% of the target number).
F4: These RSUs vest in three equal annual installments beginning February 15, 2026.
F5: These RSUs vest in three equal annual installments beginning February 15, 2027.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Colony Capital, Inc.
Report date January 10, 2017 · Filed January 12, 2017
Section 16 reporting ended · disclosed 2017-01-12. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-01-10 transaction · row 1
1 source rowRow 1 · 2017-01-10 · Disposition to issuer · Disposed 15,047 · Balance 0 F1: Pursuant to the terms of that certain Agreement and Plans of Merger, dated as of June 2, 2016 (as amended by the two separate letter agreements dated July 28, 2016 and October 16, 2016, respectively, the "Merger Agreement"), by and among NorthStar Asset Management Group Inc. ("NSAM"), Colony Capital, Inc. ("Colony"), NorthStar Realty Finance Corp., Colony NorthStar, Inc. (formerly known as New Polaris Inc.) ("Colony NorthStar"), New Sirius Inc., NorthStar Realty Finance Limited Partnership, Sirius Merger Sub-T, LLC and New Sirius Merger Sub, LLC, at the effective time of the merger of Colony into Colony NorthStar ("Merger"), each share of Colony class A common stock converted into the right to receive 1.4663 shares of Colony NorthStar's class A common stock. F2: On the effective date of the Merger, the closing price of Colony's class A common stock was $21.52 per share, and the closing price of Colony NorthStar's class A common stock (as successor issuer of NSAM under Rule 12g-3(a) of the Securities Exchange Act of 1934, as amended) was $15.84 per share. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the terms of that certain Agreement and Plans of Merger, dated as of June 2, 2016 (as amended by the two separate letter agreements dated July 28, 2016 and October 16, 2016, respectively, the "Merger Agreement"), by and among NorthStar Asset Management Group Inc. ("NSAM"), Colony Capital, Inc. ("Colony"), NorthStar Realty Finance Corp., Colony NorthStar, Inc. (formerly known as New Polaris Inc.) ("Colony NorthStar"), New Sirius Inc., NorthStar Realty Finance Limited Partnership, Sirius Merger Sub-T, LLC and New Sirius Merger Sub, LLC, at the effective time of the merger of Colony into Colony NorthStar ("Merger"), each share of Colony class A common stock converted into the right to receive 1.4663 shares of Colony NorthStar's class A common stock.
F2: On the effective date of the Merger, the closing price of Colony's class A common stock was $21.52 per share, and the closing price of Colony NorthStar's class A common stock (as successor issuer of NSAM under Rule 12g-3(a) of the Securities Exchange Act of 1934, as amended) was $15.84 per share.
DigitalBridge Group, Inc.
Report date September 30, 2026 · Filed October 02, 2026
Section 16 reporting ended · disclosed 2026-10-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Disposition to issuer · Disposed 5,515 · Balance 0 F1: On September 30, 2026, pursuant to an Agreement and Plan of Merger, dated as of December 29, 2025 (the "Merger Agreement"), by and among DigitalBridge Group, Inc. (the "Issuer"), Duncan Holdco LLC, Duncan Sub I Inc. ("Merger Sub I"), Duncan Sub II LLC and DigitalBridge Operating Company, LLC, among other things, Merger Sub I merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger. At the effective time of the Merger (the "Effective Time"), each issued and outstanding share of the Issuer's common stock, par value $0.01 per share, (other than certain excluded shares) automatically converted into the right to receive $16.00 per share in cash, without interest and less any applicable withholding tax (the "Per Share Merger Consideration"). |
| Deferred StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-09-30 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-30 · Disposition to issuer · Disposed 133,069 · Balance 0 F2: Pursuant to the Merger Agreement, as of the Effective Time, each deferred stock unit outstanding became fully vested, was cancelled and converted into the right to receive the Per Share Merger Consideration. F1: On September 30, 2026, pursuant to an Agreement and Plan of Merger, dated as of December 29, 2025 (the "Merger Agreement"), by and among DigitalBridge Group, Inc. (the "Issuer"), Duncan Holdco LLC, Duncan Sub I Inc. ("Merger Sub I"), Duncan Sub II LLC and DigitalBridge Operating Company, LLC, among other things, Merger Sub I merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger. At the effective time of the Merger (the "Effective Time"), each issued and outstanding share of the Issuer's common stock, par value $0.01 per share, (other than certain excluded shares) automatically converted into the right to receive $16.00 per share in cash, without interest and less any applicable withholding tax (the "Per Share Merger Consideration"). |
Filing footnotes · ownership attribution and instrument terms
F1: On September 30, 2026, pursuant to an Agreement and Plan of Merger, dated as of December 29, 2025 (the "Merger Agreement"), by and among DigitalBridge Group, Inc. (the "Issuer"), Duncan Holdco LLC, Duncan Sub I Inc. ("Merger Sub I"), Duncan Sub II LLC and DigitalBridge Operating Company, LLC, among other things, Merger Sub I merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger. At the effective time of the Merger (the "Effective Time"), each issued and outstanding share of the Issuer's common stock, par value $0.01 per share, (other than certain excluded shares) automatically converted into the right to receive $16.00 per share in cash, without interest and less any applicable withholding tax (the "Per Share Merger Consideration").
F2: Pursuant to the Merger Agreement, as of the Effective Time, each deferred stock unit outstanding became fully vested, was cancelled and converted into the right to receive the Per Share Merger Consideration.
Transaction history
JSON APIPurchases/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 | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 10, 2017 Filed Jan 12, 2017 21:48 UTC | Colony Capital, Inc. CLNY · Entity 179683 | Disposition to issuerClass A Common Stock | 15,047 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001123292-17-000137 · edgar.xml · nonDerivative · entry 1 Curtin Nancy Ann · CIK 0001615735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Pursuant to the terms of that certain Agreement and Plans of Merger, dated as of June 2, 2016 (as amended by the two separate letter agreements dated July 28, 2016 and October 16, 2016, respectively, the "Merger Agreement"), by and among NorthStar Asset Management Group Inc. ("NSAM"), Colony Capital, Inc. ("Colony"), NorthStar Realty Finance Corp., Colony NorthStar, Inc. (formerly known as New Polaris Inc.) ("Colony NorthStar"), New Sirius Inc., NorthStar Realty Finance Limited Partnership, Sirius Merger Sub-T, LLC and New Sirius Merger Sub, LLC, at the effective time of the merger of Colony into Colony NorthStar ("Merger"), each share of Colony class A common stock converted into the right to receive 1.4663 shares of Colony NorthStar's class A common stock. F2 · price: On the effective date of the Merger, the closing price of Colony's class A common stock was $21.52 per share, and the closing price of Colony NorthStar's class A common stock (as successor issuer of NSAM under Rule 12g-3(a) of the Securities Exchange Act of 1934, as amended) was $15.84 per share. Read SEC document |
| January 10, 2017 Filed Jan 13, 2017 11:02 UTC | DigitalBridge Group, Inc. CLNS · Entity 4232 | GrantClass A Common Stock | 22,063 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-17-001223 · doc4.xml · nonDerivative · entry 1 Curtin Nancy Ann · CIK 0001615735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,063 F1 · shares: Pursuant to the terms of that certain Agreement and Plans of Merger, dated as of June 2, 2016 (as amended by the two separate letter agreements dated July 28, 2016 and October 16, 2016, respectively, the "Merger Agreement"), by and among NorthStar Asset Management Group Inc. ("NSAM"), Colony Capital, Inc., ("Colony"), NorthStar Realty Finance Corp., Colony NorthStar, Inc. (formerly known as New Polaris Inc.) ("Colony NorthStar"), New Sirius Inc., NorthStar Realty Finance Limited Partnership, Sirius Merger Sub-T, LLC and New Sirius Merger Sub, LLC, at the effective time of the merger of Colony into Colony NorthStar ("Merger"), each share of Colony class A common stock converted into the right to receive 1.4663 shares of Colony NorthStar's class A common stock, subject to immaterial adjustments due to rounding and/or fractional shares. F2 · price: On the effective date of the Merger, the closing price of Colony's class A common stock was $21.52 per share, and the closing price of Colony NorthStar's class A common stock (as successor issuer of NSAM under Rule 12g-3(a) of the Securities Exchange Act of 1934, as amended) was $15.84 per share. 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.