Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AlTi Global, Inc.ALTI · Entity 5344 | Principal Accounting Officer | 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 | 14,922.05 |
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 14,922.05 · Balance 14,922.05 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 20:13 UTC | AlTi Global, Inc. ALTI · Entity 5344 | GrantRestricted Stock Units · Derivative | 14,922.05 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-26-013062 · form4.xml · derivative · entry 1 Keenan Patrick T. · CIK 0002061323 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,922.05 Underlying: Class A Common Stock · 14,922.05 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 | Disposition to issuerRestricted Stock Units · Derivative | 4,966.23 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009443 · wk-form4_1771466812.xml · derivative · entry 6 Keenan Patrick T. · CIK 0002061323 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 4,966.23 shares Expires not disclosed F1 · derivative.exercise_price: 1. 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. F4 · derivative.exercise_date: The RSUs vest in three equal annual installments beginning February 15, 2024. F4 · derivative.expiration_date: The RSUs 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 | Disposition to issuerRestricted Stock Units · Derivative | 1,242.94 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009443 · wk-form4_1771466812.xml · derivative · entry 5 Keenan Patrick T. · CIK 0002061323 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,242.94 Underlying: Class A Common Stock · 1,242.94 shares Expires not disclosed F1 · derivative.exercise_price: 1. 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. F3 · derivative.exercise_date: The RSUs vest in three equal annual installments beginning February 15, 2025. F3 · derivative.expiration_date: The RSUs 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 | Disposition to issuerRestricted Stock Units · Derivative | 3,166.23 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009443 · wk-form4_1771466812.xml · derivative · entry 4 Keenan Patrick T. · CIK 0002061323 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,332.45 Underlying: Class A Common Stock · 3,166.23 shares Expires not disclosed F1 · derivative.exercise_price: 1. 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: 2. The RSUs vest in three equal annual installments beginning February 15, 2026. F2 · derivative.expiration_date: 2. The RSUs 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 / conversionClass A Common Stock | 4,966.23 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009443 · wk-form4_1771466812.xml · nonDerivative · entry 3 Keenan Patrick T. · CIK 0002061323 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,988.47 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: 1. 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. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 21:06 UTC | AlTi Global, Inc. ALTI · Entity 5344 | Exercise / conversionClass A Common Stock | 1,242.94 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009443 · wk-form4_1771466812.xml · nonDerivative · entry 2 Keenan Patrick T. · CIK 0002061323 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,022.24 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: 1. 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. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 21:06 UTC | AlTi Global, Inc. ALTI · Entity 5344 | Exercise / conversionClass A Common Stock | 3,166.23 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009443 · wk-form4_1771466812.xml · nonDerivative · entry 1 Keenan Patrick T. · CIK 0002061323 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,779.3 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: 1. 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. Read SEC document |
| June 03, 2025 Filed Jul 22, 2025 20:34 UTC | AlTi Global, Inc. ALTI · Entity 5344 | SaleClass A Common Stock | 4,562.33 | $3.47 | $15,831.29 |
DisclosureSEC source: 0000950170-25-097686 · ownership.xml · nonDerivative · entry 1 Keenan Patrick T. · CIK 0002061323 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,613.068 Read SEC document |
| March 19, 2025 Filed Mar 20, 2025 15:25 UTC | AlTi Global, Inc. ALTI · Entity 5344 | GrantRestricted Stock Units · Derivative | 9,498.68 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-014095 · wk-form4_1742498700.xml · derivative · entry 1 Keenan Patrick T. · CIK 0002061323 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,498.68 Underlying: Class A Common Stock · 9,498.68 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.