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 |
| Unum GroupUNM · Entity 3369 | Director | September 10, 2026 | September 11, 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 | 207,679.72 |
Reported balance
After 2026-06-16 transaction · row 1
1 source rowRow 1 · 2026-06-16 · Exercise / conversion · Acquired 47,495.32 · Balance 207,679.72 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 47,495.32 · 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 | 53,683.645 |
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 53,683.645 · Balance 53,683.645 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.
Unum Group
Report date September 10, 2026 · Filed September 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 36,502 |
Reported balance
After 2026-09-10 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-10 · Sale · Disposed 4,300 · Balance 36,502 F1: Includes 1,123 deferred share rights ("DSRs"), 2,191 restricted stock units ("RSUs"), and 33,189 shares of common stock. All DSRs and RSUs may be settled, on a 1-for-1 basis, only in shares of common stock. Fractional amounts have been rounded to the nearest whole number. F2: Beneficial ownership amount accounts for the exempt acquisition of 6.042 DSRs pursuant to the reinvestment of dividends since the date of the reporting person's prior Form 4. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 1,123 deferred share rights ("DSRs"), 2,191 restricted stock units ("RSUs"), and 33,189 shares of common stock. All DSRs and RSUs may be settled, on a 1-for-1 basis, only in shares of common stock. Fractional amounts have been rounded to the nearest whole number.
F2: Beneficial ownership amount accounts for the exempt acquisition of 6.042 DSRs pursuant to the reinvestment of dividends since the date of the reporting person's prior Form 4.
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 |
|---|---|---|---|---|---|---|
| September 10, 2026 Filed Sep 11, 2026 21:34 UTC | Unum Group UNM · Entity 3369 | SaleCommon Stock | 4,300 | $94.02 | $404,286.00 |
DisclosureSEC source: 0001343297-26-000006 · wk-form4_1789162471.xml · nonDerivative · entry 1 Keaney Timothy F · CIK 0001343297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,502 F1 · balance_after: Includes 1,123 deferred share rights ("DSRs"), 2,191 restricted stock units ("RSUs"), and 33,189 shares of common stock. All DSRs and RSUs may be settled, on a 1-for-1 basis, only in shares of common stock. Fractional amounts have been rounded to the nearest whole number. F2 · balance_after: Beneficial ownership amount accounts for the exempt acquisition of 6.042 DSRs pursuant to the reinvestment of dividends since the date of the reporting person's prior Form 4. Read SEC document |
| June 17, 2026 Filed Jun 18, 2026 20:13 UTC | AlTi Global, Inc. ALTI · Entity 5344 | 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 16, 2026 Filed Jun 18, 2026 20:13 UTC | AlTi Global, Inc. ALTI · Entity 5344 | 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 | AlTi Global, Inc. ALTI · Entity 5344 | 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 |
| May 26, 2026 Filed May 28, 2026 21:47 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 2,191 | $0.00 | $0.00 |
DisclosureSEC source: 0001343297-26-000004 · wk-form4_1780004851.xml · nonDerivative · entry 1 Keaney Timothy F · CIK 0001343297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,796 F1 · shares: All are restricted stock units ("RSUs") vesting on the earlier of May 26, 2027, or the date of Unum Group's next annual meeting of shareholders. F2 · balance_after: Includes 1,117 deferred share rights ("DSRs"), 2,191 RSUs, and 37,489 shares of common stock. All DSRs and RSUs may be settled, on a 1-for-1 basis, only in shares of common stock. Fractional amounts have been rounded to the nearest whole number. F3 · balance_after: Beneficial ownership amount accounts for the delivery of shares of common stock upon the settlement of 2,198.000 RSUs, and the exempt acquisitions of an aggregate of 13.148 DSRs pursuant to the reinvestment of dividends, since the date of the reporting person's prior Form 4. Read SEC document |
| February 18, 2026 Filed Feb 20, 2026 22:26 UTC | Unum Group UNM · Entity 3369 | SaleCommon Stock | 4,500 | $72.58 | $326,610.00 |
DisclosureSEC source: 0001343297-26-000002 · wk-form4_1771626372.xml · nonDerivative · entry 1 Keaney Timothy F · CIK 0001343297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,592 F1 · balance_after: Includes 1,103 deferred share rights ("DSRs"), 2,198 restricted stock units ("RSUs"), and 35,291 shares of common stock. All DSRs and RSUs may be settled, on a 1-for-1 basis, only in shares of common stock. Fractional amounts have been rounded to the nearest whole number. F2 · balance_after: Beneficial ownership amount accounts for the delivery of shares of common stock upon the settlement of 3,342 RSUs, and the exempt acquisitions of an aggregate of 13.838 DSRs pursuant to the reinvestment of dividends, since the date of the reporting person's prior Form 4. Read SEC document |
| June 19, 2025 Filed Jun 23, 2025 23:09 UTC | AlTi Global, Inc. ALTI · Entity 5344 | GrantRestricted Stock Units · Derivative | 47,495.32 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-032705 · wk-form4_1750720193.xml · derivative · entry 1 Keaney Timothy F · CIK 0001343297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,495.32 Underlying: Class A Common Stock · 47,495.32 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 13:33 UTC | AlTi Global, Inc. ALTI · Entity 5344 | GrantRestricted Stock Units · Derivative | 34,482.76 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-031471 · wk-form4_1750080795.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 · 34,482.76 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 13:33 UTC | AlTi Global, Inc. ALTI · Entity 5344 | Exercise / conversionClass A Common Stock | 34,482.76 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-031471 · wk-form4_1750080795.xml · nonDerivative · entry 1 Keaney Timothy F · CIK 0001343297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,482.76 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 20:35 UTC Amendment | AlTi Global, Inc. ALTI · Entity 5344 | GrantRestricted Stock Units · Derivative | 34,482.76 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-036743 · wk-form4a_1753907725.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 · 34,482.76 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 20:35 UTC Amendment | AlTi Global, Inc. ALTI · Entity 5344 | Exercise / conversionClass A Common Stock | 34,482.76 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-036743 · wk-form4a_1753907725.xml · nonDerivative · entry 1 Keaney Timothy F · CIK 0001343297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 160,184.4 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 22, 2025 Filed May 24, 2025 00:22 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 2,198 | $0.00 | $0.00 |
DisclosureSEC source: 0000005513-25-000098 · wk-form4_1748046138.xml · nonDerivative · entry 1 Keaney Timothy F · CIK 0001343297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,078 F1 · shares: All are restricted stock units ("RSUs") vesting on May 22, 2026. F2 · balance_after: Includes 1,090 deferred share rights ("DSRs"), 5,540 RSUs, and 36,449 shares of common stock. All DSRs and RSUs may be settled, on a 1-for-1 basis, only in shares of common stock. Fractional amounts have been rounded to the nearest whole number. F3 · balance_after: Beneficial ownership amount accounts for the delivery of shares of common stock upon the settlement of 3,839 RSUs, and the exempt acquisitions of an aggregate of 25.900 DSRs pursuant to the reinvestment of dividends, since the date of the reporting person's prior Form 4. Read SEC document |
| June 27, 2024 Filed Jul 1, 2024 15:37 UTC | AlTi Global, Inc. ALTI · Entity 5344 | GrantRestricted Stock Units · Derivative | 34,482.76 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-030563 · wk-form4_1719848231.xml · derivative · entry 1 Keaney Timothy F · CIK 0001343297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,482.76 Underlying: Class A Common Stock · 34,482.76 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 12:01 UTC | AlTi Global, Inc. ALTI · Entity 5344 | Exercise / conversionRestricted Stock Units · Derivative | 28,380.64 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-029976 · wk-form4_1719403312.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 · 28,380.64 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 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 12:01 UTC | AlTi Global, Inc. ALTI · Entity 5344 | Exercise / conversionClass A Common Stock | 28,380.64 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-24-029976 · wk-form4_1719403312.xml · nonDerivative · entry 1 Keaney Timothy F · CIK 0001343297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125,701.64 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 23, 2024 Filed May 28, 2024 22:25 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 3,342 | $0.00 | $0.00 |
DisclosureSEC source: 0000005513-24-000120 · wk-form4_1716935138.xml · nonDerivative · entry 1 Keaney Timothy F · CIK 0001343297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,854 F1 · shares: All are restricted stock units ("RSUs") vesting on May 23, 2025. F2 · balance_after: Includes 1,064 deferred share rights ("DSRs"), 7,181 RSUs, and 32,610 shares of common stock. All DSRs and RSUs may be settled, on a 1-for-1 basis, only in shares of common stock. Fractional amounts have been rounded to the nearest whole number. F3 · balance_after: Beneficial ownership amount accounts for the exempt acquisition of an aggregate of 7.263 DSRs pursuant to the reinvestment of dividends since the date of the reporting person's prior Form 4. Read SEC document |
| May 16, 2024 Filed May 17, 2024 01:34 UTC | AlTi Global, Inc. ALTI · Entity 5344 | PurchaseClass A Common Stock | 16,417 | $4.60 | $75,518.20 |
DisclosureSEC source: 0000950170-24-061319 · ownership.xml · nonDerivative · entry 3 Keaney Timothy F · CIK 0001343297 · Director · President, Asset Management 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,321 F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $4.44 to $4.70, inclusive. The reporting person undertakes to provide to the Company, any security holder of the Company, or the staff of the Securities and Exchange Commission upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote(3) to this Form 4. Read SEC document |
| May 15, 2024 Filed May 17, 2024 01:34 UTC | AlTi Global, Inc. ALTI · Entity 5344 | PurchaseClass A Common Stock | 50,195 | $4.52 | $226,881.40 |
DisclosureSEC source: 0000950170-24-061319 · ownership.xml · nonDerivative · entry 2 Keaney Timothy F · CIK 0001343297 · Director · President, Asset Management 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,904 F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $4.38 to $4.66, inclusive. The reporting person undertakes to provide to the Company, any security holder of the Company, or the staff of the Securities and Exchange Commission upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote(2) to this Form 4. Read SEC document |
| May 14, 2024 Filed May 17, 2024 01:34 UTC | AlTi Global, Inc. ALTI · Entity 5344 | PurchaseClass A Common Stock | 17,598 | $4.62 | $81,302.76 |
DisclosureSEC source: 0000950170-24-061319 · ownership.xml · nonDerivative · entry 1 Keaney Timothy F · CIK 0001343297 · Director · President, Asset Management 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,709 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $4.51 to $4.70, inclusive. The reporting person undertakes to provide to AlTi Global, Inc. (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote(1) to this Form 4. Read SEC document |
| May 07, 2024 Filed May 9, 2024 22:34 UTC | Unum Group UNM · Entity 3369 | SaleCommon Stock | 8,000 | $52.61 | $420,880.00 |
DisclosureSEC source: 0000005513-24-000101 · wk-form4_1715294063.xml · nonDerivative · entry 1 Keaney Timothy F · CIK 0001343297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,505 F1 · balance_after: Includes 1,056 deferred share rights ("DSRs"), 3,839 RSUs, and 32,610 shares of common stock. All DSRs and RSUs may be settled, on a 1-for-1 basis, only in shares of common stock. Fractional amounts have been rounded to the nearest whole number. F2 · balance_after: Beneficial ownership amount accounts for the delivery of shares of common stock upon the settlement of 4,448 RSUs, and the exempt acquisitions of an aggregate of 24.482 DSRs pursuant to the reinvestment of dividends, since the reporting person's prior Form 4. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:37 UTC | AlTi Global, Inc. ALTI · Entity 5344 | GrantRestricted Stock Units · Derivative | 28,380.64 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-026078 · ownership.xml · derivative · entry 1 Keaney Timothy F · CIK 0001343297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,380.64 Underlying: Class A Common Stock · 28,380.64 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 15:57 UTC | AlTi Global, Inc. ALTI · Entity 5344 | Exercise / conversionRestricted Stock Units · Derivative | 13,111 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-000537 · wk-form4_1704470222.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 · 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. F2 · 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. F2 · 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 15:57 UTC | AlTi Global, Inc. ALTI · Entity 5344 | Exercise / conversionClass A Common Stock | 13,111 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-24-000537 · wk-form4_1704470222.xml · nonDerivative · entry 1 Keaney Timothy F · CIK 0001343297 · 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 |
| May 31, 2023 Filed Jun 2, 2023 21:34 UTC | AlTi Global, Inc. ALTI · Entity 5344 | GrantRestricted Stock Units · Derivative | 13,111 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-014373 · doc4.xml · derivative · entry 1 Keaney Timothy F · CIK 0001343297 · 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 |
| May 25, 2023 Filed May 30, 2023 23:03 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 3,839 | $0.00 | $0.00 |
DisclosureSEC source: 0000005513-23-000153 · wf-form4_168548780382593.xml · nonDerivative · entry 1 Keaney Timothy F · CIK 0001343297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,481 F1 · shares: All are restricted stock units ("RSUs") vesting on May 25, 2024. F2 · balance_after: Includes 1,032 deferred share rights ("DSRs"), 8,287 RSUs, and 36,162 shares of common stock. All DSRs and RSUs may be settled, on a 1-for-1 basis, only in shares of common stock. Fractional amounts have been rounded to the nearest whole number. F3 · balance_after: Beneficial ownership amount accounts for the delivery of shares of common stock upon the settlement of 5,395.118 RSUs, and the exempt acquisitions of an aggregate of 31.628 DSRs pursuant to the reinvestment of dividends, since the date of the reporting person's prior Form 4. Read SEC document |
| May 26, 2022 Filed May 31, 2022 22:19 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 4,448 | $0.00 | $0.00 |
DisclosureSEC source: 0000005513-22-000118 · wf-form4_165403551541057.xml · nonDerivative · entry 1 Keaney Timothy F · CIK 0001343297 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,610 F1 · shares: All are restricted stock units ("RSUs") vesting on May 26, 2023. F2 · balance_after: Includes 1,000 deferred share rights ("DSRs"), 9,843 RSUs, and 30,767 shares of common stock. All DSRs and RSUs may be settled, on a 1-for-1 basis, only in shares of common stock. Fractional amounts have been rounded to the nearest whole number. F3 · balance_after: Beneficial ownership amount accounts for the delivery of shares of common stock upon the settlement of 10,562.417 RSUs, and the exempt acquisitions of an aggregate of 41.740 DSRs and 225.118 RSUs pursuant to the reinvestment of dividends, since the date of the reporting person's prior Form 4. Read SEC document |
| May 27, 2021 Filed Jun 1, 2021 23:01 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 5,170 | $0.00 | $0.00 |
DisclosureSEC source: 0000005513-21-000120 · wf-form4_162258846599638.xml · nonDerivative · entry 1 Keaney Timothy F · CIK 0001343297 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,895 F1 · shares: All are restricted stock units ("RSUs") vesting on May 27, 2022. F2 · balance_after: Includes 959 deferred share rights ("DSRs"), 15,732 RSUs, and 20,204 shares of common stock. All DSRs and RSUs may be settled, on a 1-for-1 basis, only in shares of common stock. Fractional amounts have been rounded to the nearest whole number. F3 · balance_after: Beneficial ownership amount accounts for the exempt acquisitions of an aggregate of 8.979 DSRs and 98.941 RSUs pursuant to the reinvestment of dividends since the date of the reporting person's prior Form 4. Read SEC document |
| February 25, 2021 Filed Mar 1, 2021 23:19 UTC | Unum Group UNM · Entity 3369 | SaleCommon Stock | 18,040 | $28.03 | $505,661.20 |
DisclosureSEC source: 0000005513-21-000037 · wf-form4_161464076065098.xml · nonDerivative · entry 1 Keaney Timothy F · CIK 0001343297 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,617 F1 · balance_after: Includes 950 deferred share rights ("DSRs"), 10,463 restricted stock units ("RSUs"), and 20,204 shares of common stock. All DSRs and RSUs may be settled, on a 1-for-1 basis, only in shares of common stock. Fractional amounts have been rounded to the nearest whole number F2 · balance_after: Beneficial ownership amount accounts for the exempt acquisitions of an aggregate of 37.524 DSRs and 413.476 RSUs pursuant to the reinvestment of dividends since the date of the reporting person's prior Form 4. Read SEC document |
| May 28, 2020 Filed Jun 2, 2020 00:07 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 10,050 | $0.00 | $0.00 |
DisclosureSEC source: 0000005513-20-000093 · wf-form4_159105643668343.xml · nonDerivative · entry 1 Keaney Timothy F · CIK 0001343297 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,206 F1 · shares: All are restricted stock units ("RSUs") vesting on May 28, 2021. F2 · balance_after: Includes 912 deferred share rights ("DSRs"), 10,050 RSUs, and 38,244 shares of common stock. All DSRs and RSUs may be settled, on a 1-for-1 basis, only in shares of common stock. Fractional amounts have been rounded to the nearest whole number. F3 · balance_after: Beneficial ownership amount accounts for the delivery of shares of common stock upon the settlement of 9,059.909 RSUs, and the exempt acquisitions of an aggregate of 44.324 DSRs and 245.590 RSUs pursuant to the reinvestment of dividends, since the date of the reporting person's prior Form 4. Read SEC document |
| May 23, 2019 Filed May 28, 2019 22:15 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 4,808 | $0.00 | $0.00 |
DisclosureSEC source: 0000005513-19-000100 · wf-form4_155908169505660.xml · nonDerivative · entry 1 Keaney Timothy F · CIK 0001343297 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,866 F1 · shares: All are restricted stock units ("RSUs") vesting on May 23, 2020. F2 · balance_after: Includes 868 deferred share rights ("DSRs"), 8,814 RSUs, and 29,184 shares of common stock. All DSRs and RSUs may be settled, on a 1-for-1 basis, only in shares of common stock. Fractional amounts have been rounded to the nearest whole number. F3 · balance_after: Beneficial ownership amount accounts for the delivery of shares of common stock upon the settlement of 1,186.430 DSRs and 3,368.697 RSUs, and the exempt acquisitions of an aggregate of 58.615 DSRs and 114.319 RSUs pursuant to the reinvestment of dividends, since the date of the reporting person's prior Form 4. Read SEC document |
| May 24, 2018 Filed May 30, 2018 01:03 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 843 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-019184 · form4.xml · nonDerivative · entry 2 Keaney Timothy F · CIK 0001343297 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,885 F4 · shares: Represents DSRs in lieu of cash for 25% of annual retainer pursuant to the election of the reporting person. F5 · balance_after: Includes 1,996 DSRs, 7,261 RSUs, and 24,629 shares of common stock. Fractional amounts have been rounded to the nearest whole number. Read SEC document |
| May 24, 2018 Filed May 30, 2018 01:03 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 3,892 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-019184 · form4.xml · nonDerivative · entry 1 Keaney Timothy F · CIK 0001343297 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,042 F1 · shares: All are restricted stock units ("RSUs") vesting on May 24, 2019. F2 · balance_after: Includes 1,153 deferred share rights ("DSRs"), 7,261 RSUs, and 24,629 shares of common stock. All DSRs and RSUs may be settled, on a 1-for-1 basis, only in shares of common stock. Fractional amounts have been rounded to the nearest whole number. F3 · balance_after: Beneficial ownership amount accounts for the delivery of shares of common stock upon the settlement of 1,152.577 DSRs and 4,204.009 RSUs, and the exempt acquisitions of an aggregate of 44.271 DSRs and 64.697 RSUs pursuant to the reinvestment of dividends, since the date of the reporting person's prior Form 4. Read SEC document |
| May 25, 2017 Filed May 30, 2017 21:52 UTC | Unum Group UNM · Entity 3369 | GrantCommon Stock | 3,304 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-019725 · form4.xml · nonDerivative · entry 1 Keaney Timothy F · CIK 0001343297 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,042 F1 · shares: All are restricted stock units ("RSUs") vesting on May 25, 2018. F2 · balance_after: Includes 2,261 deferred share rights ("DSRs"), 7,508 RSUs, and 19,273 shares of common stock. All DSRs and RSUs may be settled, on a 1-for-1 basis, only in shares of common stock. Fractional amounts have been rounded to the nearest whole number. F3 · balance_after: Beneficial ownership amount accounts for the delivery of shares of common stock upon the settlement of 1,130.441 DSRs and 4,522.825 RSUs, and the exempt acquisitions of an aggregate of 63.737 DSRs and 164.010 RSUs pursuant to the reinvestment of dividends, since the date of the reporting person's prior Form 4. 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.