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 | 53,506.596 |
Reported balance
After 2026-06-16 transaction · row 1
1 source rowRow 1 · 2026-06-16 · Exercise / conversion · Acquired 30,732.266 · Balance 53,506.596 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.
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: 0001140361-26-025754 · form4.xml · derivative · entry 3 Wimmer Andreas · CIK 0002032242 · 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: 0001140361-26-025754 · form4.xml · derivative · entry 2 Wimmer Andreas · CIK 0002032242 · 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: 0001140361-26-025754 · form4.xml · nonDerivative · entry 1 Wimmer Andreas · CIK 0002032242 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,506.596 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 23:10 UTC | AlTi Global, Inc. ALTI · Entity 5344 | GrantRestricted Stock Units · Derivative | 30,732.266 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-032707 · wk-form4_1750720237.xml · derivative · entry 1 Wimmer Andreas · CIK 0002032242 · 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 13:34 UTC | AlTi Global, Inc. ALTI · Entity 5344 | GrantRestricted Stock Units · Derivative | 22,774.33 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-031473 · wk-form4_1750080887.xml · derivative · entry 2 Wimmer Andreas · CIK 0002032242 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 22,774.33 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 13:34 UTC | AlTi Global, Inc. ALTI · Entity 5344 | Exercise / conversionClass A Common Stock | 22,774.33 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-031473 · wk-form4_1750080887.xml · nonDerivative · entry 1 Wimmer Andreas · CIK 0002032242 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,774.33 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 |
| August 02, 2024 Filed Aug 6, 2024 15:34 UTC | AlTi Global, Inc. ALTI · Entity 5344 | GrantRestricted Stock Units · Derivative | 22,774.33 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-035032 · wk-form4_1722958480.xml · derivative · entry 1 Wimmer Andreas · CIK 0002032242 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,774.33 Underlying: Class A Common Stock · 22,774.33 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.