Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AlTi Global, Inc.ALTI · Entity 5344 | President and COO | March 31, 2026 | April 02, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
AlTi Global, Inc.
Report date March 31, 2026 · Filed April 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 119,821.83 |
Reported balance
After 2026-03-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-03-31 · Grant · Acquired 119,821.83 · Balance 119,821.83 F1: Each restricted stock unit represents a contingent right to receive one share of ALTI Class A Common Stock. F2: The restricted stock units vest in three equal annual installments beginning February 15, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of ALTI Class A Common Stock.
F2: The restricted stock units vest in three equal annual installments beginning February 15, 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 |
|---|---|---|---|---|---|---|
| March 31, 2026 Filed Apr 2, 2026 20:16 UTC | AlTi Global, Inc. ALTI · Entity 5344 | GrantRestricted Stock Units · Derivative | 119,821.83 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-26-013064 · form4.xml · derivative · entry 1 Moran Kevin P. · CIK 0001959720 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,821.83 Underlying: Class A Common Stock · 119,821.83 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 three equal annual installments beginning February 15, 2027. F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning February 15, 2027. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 21:06 UTC | AlTi Global, Inc. ALTI · Entity 5344 | Exercise / conversionRestricted Stock Units · Derivative | 35,488.13 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009442 · wk-form4_1771466789.xml · derivative · entry 6 Moran Kevin P. · CIK 0001959720 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,976.25 Underlying: Class A Common Stock · 35,488.13 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 Class A Common Stock. F4 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning February 15, 2026. F4 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning February 15, 2026. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 21:06 UTC | AlTi Global, Inc. ALTI · Entity 5344 | Exercise / conversionRestricted Stock Units · Derivative | 13,785.31 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009442 · wk-form4_1771466789.xml · derivative · entry 5 Moran Kevin P. · CIK 0001959720 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,785.31 Underlying: Class A Common Stock · 13,785.31 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 Class A Common Stock. F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning February 15, 2025. F3 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning February 15, 2025. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 21:06 UTC | AlTi Global, Inc. ALTI · Entity 5344 | Exercise / conversionRestricted Stock Units · Derivative | 47,397.7 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009442 · wk-form4_1771466789.xml · derivative · entry 4 Moran Kevin P. · CIK 0001959720 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 47,397.7 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 Class A Common Stock. F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning February 15, 2024. F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning February 15, 2024. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 21:06 UTC | AlTi Global, Inc. ALTI · Entity 5344 | Exercise / conversionClass A Common Stock | 35,488.13 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009442 · wk-form4_1771466789.xml · nonDerivative · entry 3 Moran Kevin P. · CIK 0001959720 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 156,982.27 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 Class A Common Stock. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 21:06 UTC | AlTi Global, Inc. ALTI · Entity 5344 | Exercise / conversionClass A Common Stock | 13,785.31 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009442 · wk-form4_1771466789.xml · nonDerivative · entry 2 Moran Kevin P. · CIK 0001959720 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,494.14 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 Class A Common Stock. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 21:06 UTC | AlTi Global, Inc. ALTI · Entity 5344 | Exercise / conversionClass A Common Stock | 47,397.7 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009442 · wk-form4_1771466789.xml · nonDerivative · entry 1 Moran Kevin P. · CIK 0001959720 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,708.83 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 Class A Common Stock. Read SEC document |
| June 27, 2025 Filed Jun 30, 2025 16:01 UTC | AlTi Global, Inc. ALTI · Entity 5344 | GrantRestricted Stock Units · Derivative | 692,612.14 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-033491 · wk-form4_1751313706.xml · derivative · entry 1 Moran Kevin P. · CIK 0001959720 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 692,612.14 Underlying: Class A Common Stock · 692,612.14 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of AlTi Global, Inc.'s (the "Company's") Class A Common Stock. F2 · derivative.exercise_date: The RSUs have a two-year cliff vest that will become fully vested on June 27, 2027. F2 · derivative.expiration_date: The RSUs have a two-year cliff vest that will become fully vested on June 27, 2027. Read SEC document |
| June 03, 2025 Filed Jun 5, 2025 11:25 UTC | AlTi Global, Inc. ALTI · Entity 5344 | SaleClass A Common Stock | 28,509.08 | $3.47 | $98,926.51 |
DisclosureSEC source: 0001628280-25-029556 · wk-form4_1749137095.xml · nonDerivative · entry 1 Moran Kevin P. · CIK 0001959720 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,311.13 Read SEC document |
| May 22, 2025 Filed Oct 15, 2025 16:08 UTC | AlTi Global, Inc. ALTI · Entity 5344 | GrantPeformance Restricted Stock Unit · Derivative | 47,695.035 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-045100 · wk-form4_1760558898.xml · derivative · entry 1 Moran Kevin P. · CIK 0001959720 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,695.035 Underlying: Class A Common Stock · 47,695.035 shares Expires not disclosed F1 · derivative.exercise_price: Each performance restricted stock unit ("PRSU") represents a contingent right to receive one share of the Company's Class A Common Stock. F2 · derivative.exercise_date: 33.33% of the PRSUs shall be eligible to vest at the end of each of three annual performance periods beginning on March 31, 2026, subject to the reporting person's continued service with the Company through the applicable performance period, based on the total shareholder return of the Company's Class A Common Stock exceeding certain thresholds. The maximum number of units that may vest over three years is 95,390.070 (200% of the target number). F2 · derivative.expiration_date: 33.33% of the PRSUs shall be eligible to vest at the end of each of three annual performance periods beginning on March 31, 2026, subject to the reporting person's continued service with the Company through the applicable performance period, based on the total shareholder return of the Company's Class A Common Stock exceeding certain thresholds. The maximum number of units that may vest over three years is 95,390.070 (200% of the target number). Read SEC document |
| March 19, 2025 Filed Mar 20, 2025 15:26 UTC | AlTi Global, Inc. ALTI · Entity 5344 | GrantRestricted Stock Units · Derivative | 106,464.38 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-014098 · wk-form4_1742498783.xml · derivative · entry 1 Moran Kevin P. · CIK 0001959720 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 106,464.38 Underlying: Class A Common Stock · 106,464.38 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of AlTi Global, Inc.'s (the "Company's") Class A Common Stock. F2 · derivative.exercise_date: The RSUs vest in three equal annual installments beginning February 15, 2026. F2 · derivative.expiration_date: The RSUs vest in three equal annual installments beginning February 15, 2026. Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 19:05 UTC | AlTi Global, Inc. ALTI · Entity 5344 | Exercise / conversionRestricted Stock Units · Derivative | 13,785.31 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-023533 · ownership.xml · derivative · entry 4 Moran Kevin P. · CIK 0001959720 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,570.69 Underlying: Class A Common Stock · 13,785.31 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 Class A Common Stock. F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning February 15, 2025. F3 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning February 15, 2025. Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 19:05 UTC | AlTi Global, Inc. ALTI · Entity 5344 | Exercise / conversionRestricted Stock Units · Derivative | 47,397.7 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-023533 · ownership.xml · derivative · entry 3 Moran Kevin P. · CIK 0001959720 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,397.6 Underlying: Class A Common Stock · 47,397.7 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 Class A Common Stock. F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning February 15, 2024. F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning February 15, 2024. Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 19:05 UTC | AlTi Global, Inc. ALTI · Entity 5344 | Exercise / conversionClass A Common Stock | 13,785.31 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-023533 · ownership.xml · nonDerivative · entry 2 Moran Kevin P. · CIK 0001959720 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,820.21 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 Class A Common Stock. Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 19:05 UTC | AlTi Global, Inc. ALTI · Entity 5344 | Exercise / conversionClass A Common Stock | 47,397.7 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-023533 · ownership.xml · nonDerivative · entry 1 Moran Kevin P. · CIK 0001959720 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,034.9 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 Class A Common Stock. Read SEC document |
| August 20, 2024 Filed Aug 22, 2024 10:41 UTC | AlTi Global, Inc. ALTI · Entity 5344 | SaleClass A Common Stock | 137,500 | $4.00 | $550,000.00 |
DisclosureSEC source: 0001628280-24-038149 · wk-form4_1724337693.xml · nonDerivative · entry 1 Moran Kevin P. · CIK 0001959720 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,637.2 Read SEC document |
| June 05, 2024 Filed Jun 5, 2024 14:09 UTC | AlTi Global, Inc. ALTI · Entity 5344 | GrantPeformance Restricted Stock Unit · Derivative | 236,967.37 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-026802 · wk-form4_1717610962.xml · derivative · entry 2 Moran Kevin P. · CIK 0001959720 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 236,967.37 Underlying: Class A Common Stock · 236,967.37 shares Expires not disclosed F3 · derivative.exercise_price: Each performance restricted stock unit ("PRSU") represents a contingent right to receive one share of the Company's Class A Common Stock. F4 · derivative.exercise_date: 33.33% of the PRSUs shall be eligible to vest at the end of each of three annual performance periods beginning on March 31, 2025, subject to the reporting person's continued service with the Company through the applicable performance period, based on the total shareholder return of the Company's Class A Common Stock exceeding certain thresholds. The maximum number of units that may vest over three years is 473,934.74 (200% of the target number). F4 · derivative.expiration_date: 33.33% of the PRSUs shall be eligible to vest at the end of each of three annual performance periods beginning on March 31, 2025, subject to the reporting person's continued service with the Company through the applicable performance period, based on the total shareholder return of the Company's Class A Common Stock exceeding certain thresholds. The maximum number of units that may vest over three years is 473,934.74 (200% of the target number). Read SEC document |
| June 04, 2024 Filed Jun 5, 2024 14:09 UTC | AlTi Global, Inc. ALTI · Entity 5344 | GrantRestricted Stock Units · Derivative | 41,356 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-026802 · wk-form4_1717610962.xml · derivative · entry 1 Moran Kevin P. · CIK 0001959720 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,356 Underlying: Class A Common Stock · 41,356 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of AlTi Global, Inc.'s (the "Company's") Class A Common Stock. F2 · derivative.exercise_date: The RSUs vest in three equal annual installments beginning February 15, 2025. F2 · derivative.expiration_date: The RSUs vest in three equal annual installments beginning February 15, 2025. Read SEC document |
| May 16, 2024 Filed May 20, 2024 20:05 UTC | AlTi Global, Inc. ALTI · Entity 5344 | SaleClass A Common Stock | 10,047 | $4.70 | $47,220.90 |
DisclosureSEC source: 0000950170-24-062633 · ownership.xml · nonDerivative · entry 1 Moran Kevin P. · CIK 0001959720 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 165,137.2 Read SEC document |
| May 14, 2024 Filed May 16, 2024 17:03 UTC | AlTi Global, Inc. ALTI · Entity 5344 | SaleClass A Common Stock | 591 | $4.70 | $2,777.70 |
DisclosureSEC source: 0000950170-24-061167 · ownership.xml · nonDerivative · entry 1 Moran Kevin P. · CIK 0001959720 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 175,184.2 Read SEC document |
| April 03, 2024 Filed Apr 4, 2024 19:50 UTC | AlTi Global, Inc. ALTI · Entity 5344 | SaleClass A Common Stock | 20,000 | $4.93 | $98,600.00 |
DisclosureSEC source: 0000950170-24-042000 · ownership.xml · nonDerivative · entry 2 Moran Kevin P. · CIK 0001959720 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 175,775.2 Read SEC document |
| March 11, 2024 Filed Apr 4, 2024 19:50 UTC | AlTi Global, Inc. ALTI · Entity 5344 | Exercise / conversionClass B Common Stock · Derivative | 150,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-042000 · ownership.xml · derivative · entry 3 Moran Kevin P. · CIK 0001959720 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 695,759 Underlying: Class A Common Stock · 150,000 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. F1 · derivative.exercise_price: Each Class B Unit (a "Class B Unit") of AlTi Global Capital, LLC ("Umbrella") is paired with a share of Class B Common Stock of the Issuer ("Class B Common Stock", and together with a Class B Unit, a "Paired Interest"). Pursuant to the Third Amended and Restated Limited Liability Agreement, dated as of July 31, 2023 (as amended from time to time, the "LLC Agreement"), of Umbrella, a Paired Interest is exchangeable at any time for a share of Class A Common Stock of the Issuer ("Class A Common Stock") on a one-for-one basis, subject to equitable adjustments for stock splits, stock dividends and reclassifications. As the holder exchanges the Paired Interests pursuant to the LLC Agreement, the shares of Class B Common Stock included in the Paired Interests will automatically be canceled and the Class B Common Units included in the Paired Interests shall be automatically transferred to the Issuer and converted into and become an equal number of Class A Common Units in Umbrella. F1 · derivative.exercise_date: Each Class B Unit (a "Class B Unit") of AlTi Global Capital, LLC ("Umbrella") is paired with a share of Class B Common Stock of the Issuer ("Class B Common Stock", and together with a Class B Unit, a "Paired Interest"). Pursuant to the Third Amended and Restated Limited Liability Agreement, dated as of July 31, 2023 (as amended from time to time, the "LLC Agreement"), of Umbrella, a Paired Interest is exchangeable at any time for a share of Class A Common Stock of the Issuer ("Class A Common Stock") on a one-for-one basis, subject to equitable adjustments for stock splits, stock dividends and reclassifications. As the holder exchanges the Paired Interests pursuant to the LLC Agreement, the shares of Class B Common Stock included in the Paired Interests will automatically be canceled and the Class B Common Units included in the Paired Interests shall be automatically transferred to the Issuer and converted into and become an equal number of Class A Common Units in Umbrella. F1 · derivative.expiration_date: Each Class B Unit (a "Class B Unit") of AlTi Global Capital, LLC ("Umbrella") is paired with a share of Class B Common Stock of the Issuer ("Class B Common Stock", and together with a Class B Unit, a "Paired Interest"). Pursuant to the Third Amended and Restated Limited Liability Agreement, dated as of July 31, 2023 (as amended from time to time, the "LLC Agreement"), of Umbrella, a Paired Interest is exchangeable at any time for a share of Class A Common Stock of the Issuer ("Class A Common Stock") on a one-for-one basis, subject to equitable adjustments for stock splits, stock dividends and reclassifications. As the holder exchanges the Paired Interests pursuant to the LLC Agreement, the shares of Class B Common Stock included in the Paired Interests will automatically be canceled and the Class B Common Units included in the Paired Interests shall be automatically transferred to the Issuer and converted into and become an equal number of Class A Common Units in Umbrella. Read SEC document |
| March 11, 2024 Filed Apr 4, 2024 19:50 UTC | AlTi Global, Inc. ALTI · Entity 5344 | Exercise / conversionClass A Common Stock | 150,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-042000 · ownership.xml · nonDerivative · entry 1 Moran Kevin P. · CIK 0001959720 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 195,775.2 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 Class B Unit (a "Class B Unit") of AlTi Global Capital, LLC ("Umbrella") is paired with a share of Class B Common Stock of the Issuer ("Class B Common Stock", and together with a Class B Unit, a "Paired Interest"). Pursuant to the Third Amended and Restated Limited Liability Agreement, dated as of July 31, 2023 (as amended from time to time, the "LLC Agreement"), of Umbrella, a Paired Interest is exchangeable at any time for a share of Class A Common Stock of the Issuer ("Class A Common Stock") on a one-for-one basis, subject to equitable adjustments for stock splits, stock dividends and reclassifications. As the holder exchanges the Paired Interests pursuant to the LLC Agreement, the shares of Class B Common Stock included in the Paired Interests will automatically be canceled and the Class B Common Units included in the Paired Interests shall be automatically transferred to the Issuer and converted into and become an equal number of Class A Common Units in Umbrella. Read SEC document |
| February 15, 2024 Filed Feb 21, 2024 20:14 UTC | AlTi Global, Inc. ALTI · Entity 5344 | Exercise / conversionRestricted Stock Units · Derivative | 47,397.7 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-018292 · ownership.xml · derivative · entry 3 Moran Kevin P. · CIK 0001959720 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,795.3 Underlying: Class A Common Stock · 47,397.7 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 Class A Common Stock. F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning February 15, 2024. F3 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning February 15, 2024. Read SEC document |
| February 15, 2024 Filed Feb 21, 2024 20:14 UTC | AlTi Global, Inc. ALTI · Entity 5344 | Tax withholdingClass A Common Stock | 23,044.5 | $5.65 | $130,201.43 |
DisclosureSEC source: 0000950170-24-018292 · ownership.xml · nonDerivative · entry 2 Moran Kevin P. · CIK 0001959720 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,775.2 F2 · kind: Vesting transaction: Shares surrendered to the Issuer solely to cover taxes associated with vesting of restricted stock units. Read SEC document |
| February 15, 2024 Filed Feb 21, 2024 20:14 UTC | AlTi Global, Inc. ALTI · Entity 5344 | Exercise / conversionClass A Common Stock | 47,397.7 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-018292 · ownership.xml · nonDerivative · entry 1 Moran Kevin P. · CIK 0001959720 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,819.7 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 Class A Common Stock. Read SEC document |
| June 07, 2023 Filed Jun 9, 2023 17:11 UTC | AlTi Global, Inc. ALTI · Entity 5344 | Disposition to issuerWarrant · Derivative | 85,691 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-23-015230 · doc4.xml · derivative · entry 2 Moran Kevin P. · CIK 0001959720 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 85,691 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 85,691 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 21,422 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 85,691 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 21,422 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 17:11 UTC | AlTi Global, Inc. ALTI · Entity 5344 | GrantClass A Common Stock | 21,422 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-23-015230 · doc4.xml · nonDerivative · entry 1 Moran Kevin P. · CIK 0001959720 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,422 F1 · shares: On June 7, 2023, pursuant to the Issuer's previously announced exchange offer, the reporting person exchanged 85,691 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 21,422 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 85,691 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 21,422 shares of Class A Common Stock. Read SEC document |
| May 31, 2023 Filed Jun 2, 2023 17:34 UTC | AlTi Global, Inc. ALTI · Entity 5344 | GrantRestricted Stock Units · Derivative | 142,193 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-014374 · doc4.xml · derivative · entry 1 Moran Kevin P. · CIK 0001959720 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 142,193 Underlying: Class A Common Stock · 142,193 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 three equal annual installments beginning February 15, 2024. F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning February 15, 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.