Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AlTi Global, Inc.ALTI · Entity 5344 | Director | June 16, 2026 | June 18, 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 June 16, 2026 · Filed June 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 84,519.576 |
Reported balance
After 2026-06-16 transaction · row 1
1 source rowRow 1 · 2026-06-16 · Exercise / conversion · Acquired 30,732.266 · Balance 84,519.576 F1: Each restricted stock unit represents a contingent right to receive one share of AlTi Global, Inc. Class A Common Stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-06-16 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-06-16 · Exercise / conversion · Disposed 30,732.266 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of AlTi Global, Inc. Class A Common Stock. F3: 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 34,736.476 |
Reported balance
After 2026-06-17 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-06-17 · Grant · Acquired 34,736.476 · Balance 34,736.476 F1: Each restricted stock unit represents a contingent right to receive one share of AlTi Global, Inc. Class A Common Stock. F4: 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. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnote | 748,298 |
Reported balance
Holding disclosure · report date 2026-06-16 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 748,298 F2: Represents securities held by MERCYAH B.V. MERCYAH B.V. is controlled by Ali Bouzarif. Consequently, Mr. Bouzarif may be deemed to share voting and dispositive control over the securities held by MERCYAH B.V., and thus to share beneficial ownership of such securities. Mr. Bouzarif disclaims beneficial ownership of the securities held by MERCYAH B.V., except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of AlTi Global, Inc. Class A Common Stock.
F2: Represents securities held by MERCYAH B.V. MERCYAH B.V. is controlled by Ali Bouzarif. Consequently, Mr. Bouzarif may be deemed to share voting and dispositive control over the securities held by MERCYAH B.V., and thus to share beneficial ownership of such securities. Mr. Bouzarif disclaims beneficial ownership of the securities held by MERCYAH B.V., except to the extent of his pecuniary interest therein.
F3: 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.
F4: 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.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Factorial Energy Inc.
Report date June 05, 2026 · Filed June 09, 2026
Section 16 reporting ended · disclosed 2026-06-09. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
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 |
|---|---|---|---|---|---|---|
| June 17, 2026 Filed Jun 18, 2026 20:13 UTC | AlTi Global, Inc. ALTI · Entity 5344 | 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 16, 2026 Filed Jun 18, 2026 20:13 UTC | AlTi Global, Inc. ALTI · Entity 5344 | 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 | AlTi Global, Inc. ALTI · Entity 5344 | 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 19, 2025 Filed Jun 23, 2025 23:11 UTC | AlTi Global, Inc. ALTI · Entity 5344 | GrantRestricted Stock Units · Derivative | 30,732.266 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-032708 · wk-form4_1750720262.xml · derivative · entry 1 Bouzarif Ali · CIK 0001958682 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,732.266 Underlying: Class A Common Stock · 30,732.266 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. 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 13, 2025 Filed Jun 16, 2025 13:30 UTC | AlTi Global, Inc. ALTI · Entity 5344 | GrantRestricted Stock Units · Derivative | 22,312.37 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-031467 · wk-form4_1750080616.xml · derivative · entry 2 Bouzarif Ali · CIK 0001958682 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 22,312.37 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. 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 2024 annual general meeting or (ii) June 30, 2024. 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 2024 annual general meeting or (ii) June 30, 2024. Read SEC document |
| June 13, 2025 Filed Jun 16, 2025 13:30 UTC | AlTi Global, Inc. ALTI · Entity 5344 | Exercise / conversionClass A Common Stock | 22,312.37 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-031467 · wk-form4_1750080616.xml · nonDerivative · entry 1 Bouzarif Ali · CIK 0001958682 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,312.37 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 13, 2025 Filed Jul 30, 2025 20:37 UTC Amendment | AlTi Global, Inc. ALTI · Entity 5344 | GrantRestricted Stock Units · Derivative | 22,312.37 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-036746 · wk-form4a_1753907852.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 · 22,312.37 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 2025 annual general meeting or (ii) June 30, 2025. 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 2025 annual general meeting or (ii) June 30, 2025. Read SEC document |
| June 13, 2025 Filed Jul 30, 2025 20:37 UTC Amendment | AlTi Global, Inc. ALTI · Entity 5344 | Exercise / conversionClass A Common Stock | 22,312.37 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-036746 · wk-form4a_1753907852.xml · nonDerivative · entry 1 Bouzarif Ali · CIK 0001958682 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,787.31 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. F2 · balance_after: This Form 4 Amendment is being filed solely to correct an administrative error on the numbers of securities beneficially owned following the reported transaction of the Reporting Person on June 13, 2025 in the Form 4 filed by the Reporting Person on June 16, 2025. Read SEC document |
| June 27, 2024 Filed Jul 1, 2024 15:39 UTC | AlTi Global, Inc. ALTI · Entity 5344 | GrantRestricted Stock Units · Derivative | 22,312.37 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-030567 · wk-form4_1719848363.xml · derivative · entry 1 Bouzarif Ali · CIK 0001958682 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,312.37 Underlying: Class A Common Stock · 22,312.37 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. 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 2025 annual general meeting or (ii) June 30, 2025. 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 2025 annual general meeting or (ii) June 30, 2025. Read SEC document |
| June 25, 2024 Filed Jun 26, 2024 12:03 UTC | AlTi Global, Inc. ALTI · Entity 5344 | Exercise / conversionRestricted Stock Units · Derivative | 18,363.94 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-029979 · wk-form4_1719403401.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 · 18,363.94 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 2024 annual general meeting or (ii) June 30, 2024. 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 2024 annual general meeting or (ii) June 30, 2024. Read SEC document |
| June 25, 2024 Filed Jun 26, 2024 12:03 UTC | AlTi Global, Inc. ALTI · Entity 5344 | Exercise / conversionClass A Common Stock | 18,363.94 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-24-029979 · wk-form4_1719403401.xml · nonDerivative · entry 1 Bouzarif Ali · CIK 0001958682 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,474.94 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 01, 2024 Filed Mar 5, 2024 21:40 UTC | AlTi Global, Inc. ALTI · Entity 5344 | GrantRestricted Stock Units · Derivative | 18,363.94 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-026106 · ownership.xml · derivative · entry 1 Bouzarif Ali · CIK 0001958682 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,363.94 Underlying: Class A Common Stock · 18,363.94 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. 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 2024 annual general meeting or (ii) June 30, 2024. 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 2024 annual general meeting or (ii) June 30, 2024. Read SEC document |
| January 03, 2024 Filed Jan 5, 2024 18:19 UTC | AlTi Global, Inc. ALTI · Entity 5344 | Exercise / conversionRestricted Stock Units · Derivative | 13,111 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-000573 · wk-form4_1704478772.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 · 13,111 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: Restricted stock units converted into Class A Common Stock on a one-to-one basis. F3 · derivative.exercise_date: On May 31, 2023 the reporting person was granted 13,111 restricted stock units that vested in whole on January 3, 2024. F3 · derivative.expiration_date: On May 31, 2023 the reporting person was granted 13,111 restricted stock units that vested in whole on January 3, 2024. Read SEC document |
| January 03, 2024 Filed Jan 5, 2024 18:19 UTC | AlTi Global, Inc. ALTI · Entity 5344 | Exercise / conversionClass A Common Stock | 13,111 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-24-000573 · wk-form4_1704478772.xml · nonDerivative · entry 1 Bouzarif Ali · CIK 0001958682 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,111 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: Restricted stock units converted into Class A Common Stock on a one-to-one basis. Read SEC document |
| June 07, 2023 Filed Jun 9, 2023 21:05 UTC | AlTi Global, Inc. ALTI · Entity 5344 | Disposition to issuerWarrant · Derivative | 65,033 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-23-015217 · doc4.xml · derivative · entry 2 Bouzarif Ali · CIK 0001958682 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 65,033 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 65,033 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 16,258 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 65,033 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 16,258 shares of Class A Common Stock. F2 · derivative.exercise_date: The warrants became exercisable on February 2, 2023, and will expire on January 3, 2028 or earlier upon redemption or liquidation. F2 · derivative.expiration_date: The warrants became exercisable on February 2, 2023, and will expire on January 3, 2028 or earlier upon redemption or liquidation. Read SEC document |
| June 07, 2023 Filed Jun 9, 2023 21:05 UTC | AlTi Global, Inc. ALTI · Entity 5344 | GrantClass A Common Stock | 16,258 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-23-015217 · doc4.xml · nonDerivative · entry 1 Bouzarif Ali · CIK 0001958682 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 748,298 F1 · shares: On June 7, 2023, pursuant to the Issuer's previously announced exchange offer, the reporting person exchanged 65,033 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 16,258 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 65,033 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 16,258 shares of Class A Common Stock. Read SEC document |
| May 31, 2023 Filed Jun 2, 2023 21:38 UTC | AlTi Global, Inc. ALTI · Entity 5344 | GrantRestricted Stock Units · Derivative | 13,111 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-014383 · doc4.xml · derivative · entry 1 Bouzarif Ali · CIK 0001958682 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,111 Underlying: Class A Common Stock · 13,111 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 whole on January 3, 2024. F2 · derivative.expiration_date: The restricted stock units vest in whole on January 3, 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.