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 |
| Finance of America Companies Inc.FOA · Entity 1918 | Director | May 15, 2026 | May 19, 2026 |
| GO Acquisition Corp.GOAC · Entity 147363 | Director | August 04, 2020 | August 04, 2020 |
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 | 71,408.58 |
Reported balance
After 2026-06-16 transaction · row 1
1 source rowRow 1 · 2026-06-16 · Exercise / conversion · Acquired 30,732.266 · Balance 71,408.58 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 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 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. F2: 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 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 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. F3: 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. |
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: 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: 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.
Finance of America Companies Inc.
Report date May 15, 2026 · Filed May 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 31,150 |
Reported balance
After 2026-05-15 transaction · row 1
1 source rowRow 1 · 2026-05-15 · Exercise / conversion · Acquired 4,570 · Balance 31,150 F1: Reflects restricted stock units ("RSUs") that, upon vesting, converted into shares of Class A Common Stock of the Issuer ("Common Stock") on a one-for-one basis. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-15 · Exercise / conversion · Disposed 4,570 · Balance 0 F2: Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. F3: Reflects RSUs that vested on May 15, 2026, the date of the Issuer's annual stockholders' meeting following the date of grant. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 5,094 |
Reported balance
After 2026-05-18 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-18 · Grant · Acquired 5,094 · Balance 5,094 F2: Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. F4: These RSUs shall vest on the earlier of (i) May 18, 2027 or (ii) the regularly scheduled annual stockholders' meeting of the Issuer following the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects restricted stock units ("RSUs") that, upon vesting, converted into shares of Class A Common Stock of the Issuer ("Common Stock") on a one-for-one basis.
F2: Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee.
F3: Reflects RSUs that vested on May 15, 2026, the date of the Issuer's annual stockholders' meeting following the date of grant.
F4: These RSUs shall vest on the earlier of (i) May 18, 2027 or (ii) the regularly scheduled annual stockholders' meeting of the Issuer following the grant date.
GO Acquisition Corp.
Report date August 04, 2020 · Filed August 04, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2020-08-04 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: The shares of Class B common stock have no expiration date and will automatically convert into shares of Class A common stock at the time of the Issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to adjustment as set forth in the Issuer's registration statement on Form S-1 (File No. 333-239572). |
Filing footnotes · ownership attribution and instrument terms
F1: The shares of Class B common stock have no expiration date and will automatically convert into shares of Class A common stock at the time of the Issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to adjustment as set forth in the Issuer's registration statement on Form S-1 (File No. 333-239572).
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: 0001140361-26-025756 · 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 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: 0001140361-26-025756 · 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 | AlTi Global, Inc. ALTI · Entity 5344 | 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 |
| May 18, 2026 Filed May 19, 2026 20:34 UTC | Finance of America Companies Inc. FOA · Entity 1918 | GrantRestricted Stock Units · Derivative | 5,094 | $0.00 | $0.00 |
DisclosureSEC source: 0001819942-26-000002 · wk-form4_1779222883.xml · derivative · entry 3 Corio Norma · CIK 0001819942 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,094 Underlying: Class A Common Stock · 5,094 shares Expires not disclosed F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. F4 · derivative.exercise_date: These RSUs shall vest on the earlier of (i) May 18, 2027 or (ii) the regularly scheduled annual stockholders' meeting of the Issuer following the grant date. F4 · derivative.expiration_date: These RSUs shall vest on the earlier of (i) May 18, 2027 or (ii) the regularly scheduled annual stockholders' meeting of the Issuer following the grant date. Read SEC document |
| May 15, 2026 Filed May 19, 2026 20:34 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionRestricted Stock Units · Derivative | 4,570 | $0.00 | $0.00 |
DisclosureSEC source: 0001819942-26-000002 · wk-form4_1779222883.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 · 4,570 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. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. F3 · derivative.exercise_date: Reflects RSUs that vested on May 15, 2026, the date of the Issuer's annual stockholders' meeting following the date of grant. F3 · derivative.expiration_date: Reflects RSUs that vested on May 15, 2026, the date of the Issuer's annual stockholders' meeting following the date of grant. Read SEC document |
| May 15, 2026 Filed May 19, 2026 20:34 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionClass A Common Stock | 4,570 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001819942-26-000002 · wk-form4_1779222883.xml · nonDerivative · entry 1 Corio Norma · CIK 0001819942 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,150 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: Reflects restricted stock units ("RSUs") that, upon vesting, converted into shares of Class A Common Stock of the Issuer ("Common Stock") on a one-for-one basis. Read SEC document |
| June 19, 2025 Filed Jun 23, 2025 23:08 UTC | AlTi Global, Inc. ALTI · Entity 5344 | GrantRestricted Stock Units · Derivative | 30,732.266 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-032702 · wk-form4_1750720118.xml · derivative · entry 1 Corio Norma · CIK 0001819942 · 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 13:32 UTC | AlTi Global, Inc. ALTI · Entity 5344 | GrantRestricted Stock Units · Derivative | 22,312.37 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-031470 · wk-form4_1750080759.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 · 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 13:32 UTC | AlTi Global, Inc. ALTI · Entity 5344 | Exercise / conversionClass A Common Stock | 22,312.37 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-031470 · wk-form4_1750080759.xml · nonDerivative · entry 1 Corio Norma · CIK 0001819942 · 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 20:34 UTC Amendment | AlTi Global, Inc. ALTI · Entity 5344 | GrantRestricted Stock Units · Derivative | 22,312.37 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-036742 · wk-form4a_1753907667.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 · 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. 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 2025 annual general meeting or (ii) June 30, 2025. 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 2025 annual general meeting or (ii) June 30, 2025. Read SEC document |
| June 13, 2025 Filed Jul 30, 2025 20:34 UTC Amendment | AlTi Global, Inc. ALTI · Entity 5344 | Exercise / conversionClass A Common Stock | 22,312.37 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-036742 · wk-form4a_1753907667.xml · nonDerivative · entry 1 Corio Norma · CIK 0001819942 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,676.31 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 number 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 |
| May 19, 2025 Filed May 21, 2025 20:22 UTC | Finance of America Companies Inc. FOA · Entity 1918 | GrantRestricted Stock Units · Derivative | 4,570 | $0.00 | $0.00 |
DisclosureSEC source: 0001819942-25-000004 · wk-form4_1747858941.xml · derivative · entry 1 Corio Norma · CIK 0001819942 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,570 Underlying: Class A Common Stock · 4,570 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Class A common stock ("Common Stock"). The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. F2 · derivative.exercise_date: These RSUs shall vest on the earlier of (i) May 19, 2026 or (ii) the regularly scheduled annual stockholders' meeting of the Issuer following the grant date. F2 · derivative.expiration_date: These RSUs shall vest on the earlier of (i) May 19, 2026 or (ii) the regularly scheduled annual stockholders' meeting of the Issuer following the grant date. Read SEC document |
| May 13, 2025 Filed May 15, 2025 21:47 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionRestricted Stock Units · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001819942-25-000002 · wk-form4_1747345620.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 · 10,000 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. F3 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. F1 · shares: The number of restricted stock units ("RSUs") and shares of the Issuer's Class A common stock ("Common Stock") have been adjusted to reflect the Issuer's 1-for-10 reverse stock split of its Common Stock, effective as of 5:00 p.m. Eastern Time on July 25, 2024. F4 · derivative.exercise_date: Reflects RSUs that vested on May 13, 2025. F4 · derivative.expiration_date: Reflects RSUs that vested on May 13, 2025. F1 · derivative.underlying_shares: The number of restricted stock units ("RSUs") and shares of the Issuer's Class A common stock ("Common Stock") have been adjusted to reflect the Issuer's 1-for-10 reverse stock split of its Common Stock, effective as of 5:00 p.m. Eastern Time on July 25, 2024. Read SEC document |
| May 13, 2025 Filed May 15, 2025 21:47 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionClass A Common Stock | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001819942-25-000002 · wk-form4_1747345620.xml · nonDerivative · entry 1 Corio Norma · CIK 0001819942 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,580 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 · shares: The number of restricted stock units ("RSUs") and shares of the Issuer's Class A common stock ("Common Stock") have been adjusted to reflect the Issuer's 1-for-10 reverse stock split of its Common Stock, effective as of 5:00 p.m. Eastern Time on July 25, 2024. F2 · price: Reflects RSUs that upon vesting converted into shares of Common Stock on a one-for-one basis. F1 · balance_after: The number of restricted stock units ("RSUs") and shares of the Issuer's Class A common stock ("Common Stock") have been adjusted to reflect the Issuer's 1-for-10 reverse stock split of its Common Stock, effective as of 5:00 p.m. Eastern Time on July 25, 2024. Read SEC document |
| December 12, 2024 Filed Dec 16, 2024 21:07 UTC | Finance of America Companies Inc. FOA · Entity 1918 | PurchaseClass A Common Stock | 4,300 | $25.61 | $110,121.71 |
DisclosureSEC source: 0001819942-24-000008 · wk-form4_1734383256.xml · nonDerivative · entry 1 Corio Norma · CIK 0001819942 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,580 F1 · balance_after: The number of shares of the Issuer's Class A common stock ("Common Stock") has been adjusted to reflect the Issuer's 1-for-10 reverse stock split of its Common Stock, effective as of 5:00 p.m. Eastern Time on July 25, 2024. Read SEC document |
| June 27, 2024 Filed Jul 1, 2024 15:38 UTC | AlTi Global, Inc. ALTI · Entity 5344 | GrantRestricted Stock Units · Derivative | 22,312.37 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-030565 · wk-form4_1719848307.xml · derivative · entry 1 Corio Norma · CIK 0001819942 · 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 13:05 UTC | AlTi Global, Inc. ALTI · Entity 5344 | GrantRestricted Stock Units · Derivative | 18,363.94 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-029985 · wk-form4_1719407104.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 · 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 |
| June 25, 2024 Filed Jun 26, 2024 13:05 UTC | AlTi Global, Inc. ALTI · Entity 5344 | Exercise / conversionClass A Common Stock | 18,363.94 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-24-029985 · wk-form4_1719407104.xml · nonDerivative · entry 1 Corio Norma · CIK 0001819942 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,363.94 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 |
| May 13, 2024 Filed May 15, 2024 21:09 UTC | Finance of America Companies Inc. FOA · Entity 1918 | GrantRestricted Stock Units · Derivative | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001819942-24-000006 · wk-form4_1715807384.xml · derivative · entry 3 Corio Norma · CIK 0001819942 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,000 Underlying: Class A Common Stock · 100,000 shares Expires not disclosed F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. F4 · derivative.exercise_date: These RSUs shall vest on the earlier of (i) May 13, 2025 or (ii) the regularly scheduled annual stockholders' meeting of the Issuer following the grant date. F4 · derivative.expiration_date: These RSUs shall vest on the earlier of (i) May 13, 2025 or (ii) the regularly scheduled annual stockholders' meeting of the Issuer following the grant date. Read SEC document |
| May 13, 2024 Filed May 15, 2024 21:09 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionRestricted Stock Units · Derivative | 56,497 | $0.00 | $0.00 |
DisclosureSEC source: 0001819942-24-000006 · wk-form4_1715807384.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 · 56,497 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. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. F3 · derivative.exercise_date: Reflects RSUs that vested on May 13, 2024, the date of the Issuer's annual stockholders' meeting following the date of grant. F3 · derivative.expiration_date: Reflects RSUs that vested on May 13, 2024, the date of the Issuer's annual stockholders' meeting following the date of grant. Read SEC document |
| May 13, 2024 Filed May 15, 2024 21:09 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionClass A Common Stock | 56,497 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001819942-24-000006 · wk-form4_1715807384.xml · nonDerivative · entry 1 Corio Norma · CIK 0001819942 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 122,807 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: Reflects restricted stock units ("RSUs") that upon vesting converted into shares of Class A common stock of the Issuer ("Common Stock") on a one-for-one basis. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:35 UTC | AlTi Global, Inc. ALTI · Entity 5344 | GrantRestricted Stock Units · Derivative | 18,363.94 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-026062 · ownership.xml · derivative · entry 1 Corio Norma · CIK 0001819942 · 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 |
| June 08, 2023 Filed Jun 12, 2023 20:19 UTC | Finance of America Companies Inc. FOA · Entity 1918 | GrantRestricted Stock Units · Derivative | 56,497 | $0.00 | $0.00 |
DisclosureSEC source: 0001828937-23-000065 · wk-form4_1686601153.xml · derivative · entry 3 Corio Norma · CIK 0001819942 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,497 Underlying: Class A Common Stock · 56,497 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. F4 · derivative.exercise_date: These restricted stock units shall vest on the earlier of (i) June 8, 2024 or (ii) the regularly scheduled annual stockholders' meeting of the Issuer following the grant date. F4 · derivative.expiration_date: These restricted stock units shall vest on the earlier of (i) June 8, 2024 or (ii) the regularly scheduled annual stockholders' meeting of the Issuer following the grant date. Read SEC document |
| June 08, 2023 Filed Jun 12, 2023 20:19 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionRestricted Stock Units · Derivative | 47,619 | $0.00 | $0.00 |
DisclosureSEC source: 0001828937-23-000065 · wk-form4_1686601153.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 · 47,619 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. F3 · derivative.exercise_date: Reflects restricted stock units that vested on June 8, 2023, the date of the Issuer's annual stockholders' meeting following the date of grant. F3 · derivative.expiration_date: Reflects restricted stock units that vested on June 8, 2023, the date of the Issuer's annual stockholders' meeting following the date of grant. Read SEC document |
| June 08, 2023 Filed Jun 12, 2023 20:19 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionClass A Common Stock | 47,619 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001828937-23-000065 · wk-form4_1686601153.xml · nonDerivative · entry 1 Corio Norma · CIK 0001819942 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,310 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: Reflects restricted stock units that upon vesting converted into shares of Class A Common Stock of the Issuer ("Common Stock") on a one-for-one basis. Read SEC document |
| June 09, 2022 Filed Jun 10, 2022 21:24 UTC | Finance of America Companies Inc. FOA · Entity 1918 | GrantRestricted Stock Units · Derivative | 47,619 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-021964 · doc4.xml · derivative · entry 3 Corio Norma · CIK 0001819942 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,619 Underlying: Class A Common Stock · 47,619 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. F4 · derivative.exercise_date: These restricted stock units shall vest on the earlier of (i) June 9, 2023 or (ii) the first regularly scheduled annual meeting of the stockholders of the Issuer following the grant date. F4 · derivative.expiration_date: These restricted stock units shall vest on the earlier of (i) June 9, 2023 or (ii) the first regularly scheduled annual meeting of the stockholders of the Issuer following the grant date. Read SEC document |
| June 08, 2022 Filed Jun 10, 2022 21:24 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionRestricted Stock Units · Derivative | 18,691 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-021964 · doc4.xml · derivative · entry 2 Corio Norma · CIK 0001819942 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 18,691 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. F3 · derivative.exercise_date: Reflects restricted stock units that vested on June 8, 2022, the date of the Issuer's first annual stockholders meeting following the date of grant. F3 · derivative.expiration_date: Reflects restricted stock units that vested on June 8, 2022, the date of the Issuer's first annual stockholders meeting following the date of grant. Read SEC document |
| June 08, 2022 Filed Jun 10, 2022 21:24 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionClass A Common Stock | 18,691 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-22-021964 · doc4.xml · nonDerivative · entry 1 Corio Norma · CIK 0001819942 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,691 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: Reflects restricted stock units that upon vesting converted into shares of Class A Common Stock of the Issuer ("Common Stock") on a one-for-one basis. Read SEC document |
| November 18, 2021 Filed Nov 22, 2021 21:15 UTC | Finance of America Companies Inc. FOA · Entity 1918 | GrantRestricted Stock Units · Derivative | 18,691 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-045561 · doc4.xml · derivative · entry 1 Corio Norma · CIK 0001819942 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,691 Underlying: Class A Common Stock · 18,691 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock of the Issuer ("Common Stock"). The restricted stock units will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. F2 · derivative.exercise_date: These restricted stock units vest on the earlier of (i) November 18, 2022 or (ii) the first regularly scheduled annual meeting of the stockholders of the Issuer following the grant date. F2 · derivative.expiration_date: These restricted stock units vest on the earlier of (i) November 18, 2022 or (ii) the first regularly scheduled annual meeting of the stockholders of the Issuer following the grant date. 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.