Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AlTi Global, Inc.ALTI · Entity 5344 | Pres, Intl. Wealth Mmgt | February 15, 2026 | February 19, 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 February 15, 2026 · Filed February 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 1,195,215.06 |
Ending reported balance
After 2026-02-15 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-02-15 · Exercise / conversion · Acquired 35,796.45 · Balance 1,163,239.15 F1: Each restricted stock unit represents a contingent right to receive one share of ALTI Class A Common Stock. Row 2 · 2026-02-15 · Exercise / conversion · Acquired 8,954.8 · Balance 1,172,193.95 F1: Each restricted stock unit represents a contingent right to receive one share of ALTI Class A Common Stock. Row 3 · 2026-02-15 · Exercise / conversion · Acquired 23,021.11 · Balance 1,195,215.06 F1: Each restricted stock unit represents a contingent right to receive one share of ALTI Class A Common Stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-02-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-02-15 · Exercise / conversion · Disposed 35,796.45 · Balance 0 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, 2024. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 8,954.8 |
Reported balance
After 2026-02-15 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-02-15 · Exercise / conversion · Disposed 8,954.8 · Balance 8,954.8 F1: Each restricted stock unit represents a contingent right to receive one share of ALTI Class A Common Stock. F3: The restricted stock units vest in three equal annual installments beginning February 15, 2025. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 46,042.22 |
Reported balance
After 2026-02-15 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-02-15 · Exercise / conversion · Disposed 23,021.11 · Balance 46,042.22 F1: Each restricted stock unit represents a contingent right to receive one share of ALTI Class A Common Stock. F4: The restricted stock units vest in three equal annual installments beginning February 15, 2026. |
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, 2024.
F3: The restricted stock units vest in three equal annual installments beginning February 15, 2025.
F4: The restricted stock units vest in three equal annual installments beginning February 15, 2026.
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 |
|---|---|---|---|---|---|---|
| February 15, 2026 Filed Feb 19, 2026 02:05 UTC | AlTi Global, Inc. ALTI · Entity 5344 | Exercise / conversionRestricted Stock Units · Derivative | 23,021.11 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009440 · wk-form4_1771466731.xml · derivative · entry 6 Weeber Robert · CIK 0001996742 · Pres, Intl. Wealth Mmgt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,042.22 Underlying: Class A Common Stock · 23,021.11 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 19, 2026 02:05 UTC | AlTi Global, Inc. ALTI · Entity 5344 | Exercise / conversionRestricted Stock Units · Derivative | 8,954.8 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009440 · wk-form4_1771466731.xml · derivative · entry 5 Weeber Robert · CIK 0001996742 · Pres, Intl. Wealth Mmgt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,954.8 Underlying: Class A Common Stock · 8,954.8 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 19, 2026 02:05 UTC | AlTi Global, Inc. ALTI · Entity 5344 | Exercise / conversionRestricted Stock Units · Derivative | 35,796.45 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009440 · wk-form4_1771466731.xml · derivative · entry 4 Weeber Robert · CIK 0001996742 · Pres, Intl. Wealth Mmgt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 35,796.45 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 19, 2026 02:05 UTC | AlTi Global, Inc. ALTI · Entity 5344 | Exercise / conversionClass A Common Stock | 23,021.11 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009440 · wk-form4_1771466731.xml · nonDerivative · entry 3 Weeber Robert · CIK 0001996742 · Pres, Intl. Wealth Mmgt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,195,215.06 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 19, 2026 02:05 UTC | AlTi Global, Inc. ALTI · Entity 5344 | Exercise / conversionClass A Common Stock | 8,954.8 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009440 · wk-form4_1771466731.xml · nonDerivative · entry 2 Weeber Robert · CIK 0001996742 · Pres, Intl. Wealth Mmgt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,172,193.95 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 19, 2026 02:05 UTC | AlTi Global, Inc. ALTI · Entity 5344 | Exercise / conversionClass A Common Stock | 35,796.45 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009440 · wk-form4_1771466731.xml · nonDerivative · entry 1 Weeber Robert · CIK 0001996742 · Pres, Intl. Wealth Mmgt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,163,239.15 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, 2025 Filed Feb 12, 2026 21:39 UTC | AlTi Global, Inc. ALTI · Entity 5344 | GiftClass A Common Stock | 17,730 | $0.00 | $0.00 |
DisclosureSEC source: 0001470831-26-000117 · form5.xml · nonDerivative · entry 5 Weeber Robert · CIK 0001996742 · Pres, Intl. Wealth Mmgt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,127,442.7 Read SEC document |
| August 20, 2025 Filed Feb 12, 2026 21:39 UTC | AlTi Global, Inc. ALTI · Entity 5344 | GiftClass A Common Stock | 17,730 | $0.00 | $0.00 |
DisclosureSEC source: 0001470831-26-000117 · form5.xml · nonDerivative · entry 4 Weeber Robert · CIK 0001996742 · Pres, Intl. Wealth Mmgt 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 0 F2 · ownership.nature: Represents securities held by Swartberg Holding 1 AG. Swartberg Holding 1 AG is controlled by Robert Weeber. Consequently, Mr. Weeber may be deemed to share voting and dispositive control over the securities held by Swartberg Holding 1 AG, and thus to share beneficial ownership of such securities. Mr. Weeber disclaims beneficial ownership of the securities held by Swartberg Holding 1 AG, except to the extent of his pecuniary interest therein. Read SEC document |
| August 13, 2025 Filed Feb 12, 2026 21:39 UTC | AlTi Global, Inc. ALTI · Entity 5344 | ConversionClass B Common Stock · Derivative | 616,024 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001470831-26-000117 · form5.xml · derivative · entry 6 Weeber Robert · CIK 0001996742 · Pres, Intl. Wealth Mmgt 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Class A Common Stock · 616,024 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: Reflects the exchange of Paired Interests for an equal number of shares of Class A Common Stock, as defined and described in footnote 3. F3 · 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" together with Class B Unit, the "Paired Interests"). 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. F4 · derivative.exercise_date: (continued) 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. F3 · 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" together with Class B Unit, the "Paired Interests"). 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. F4 · derivative.expiration_date: (continued) 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. F2 · ownership.nature: Represents securities held by Swartberg Holding 1 AG. Swartberg Holding 1 AG is controlled by Robert Weeber. Consequently, Mr. Weeber may be deemed to share voting and dispositive control over the securities held by Swartberg Holding 1 AG, and thus to share beneficial ownership of such securities. Mr. Weeber disclaims beneficial ownership of the securities held by Swartberg Holding 1 AG, except to the extent of his pecuniary interest therein. Read SEC document |
| August 13, 2025 Filed Feb 12, 2026 21:39 UTC | AlTi Global, Inc. ALTI · Entity 5344 | GiftClass A Common Stock | 616,024 | $0.00 | $0.00 |
DisclosureSEC source: 0001470831-26-000117 · form5.xml · nonDerivative · entry 3 Weeber Robert · CIK 0001996742 · Pres, Intl. Wealth Mmgt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,109,712.7 Read SEC document |
| August 13, 2025 Filed Feb 12, 2026 21:39 UTC | AlTi Global, Inc. ALTI · Entity 5344 | GiftClass A Common Stock | 616,024 | $0.00 | $0.00 |
DisclosureSEC source: 0001470831-26-000117 · form5.xml · nonDerivative · entry 2 Weeber Robert · CIK 0001996742 · Pres, Intl. Wealth Mmgt 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 17,730 F2 · ownership.nature: Represents securities held by Swartberg Holding 1 AG. Swartberg Holding 1 AG is controlled by Robert Weeber. Consequently, Mr. Weeber may be deemed to share voting and dispositive control over the securities held by Swartberg Holding 1 AG, and thus to share beneficial ownership of such securities. Mr. Weeber disclaims beneficial ownership of the securities held by Swartberg Holding 1 AG, except to the extent of his pecuniary interest therein. Read SEC document |
| August 08, 2025 Filed Feb 12, 2026 21:39 UTC | AlTi Global, Inc. ALTI · Entity 5344 | ConversionClass A Common Stock | 616,024 | $0.00 | $0.00 |
DisclosureSEC source: 0001470831-26-000117 · form5.xml · nonDerivative · entry 1 Weeber Robert · CIK 0001996742 · Pres, Intl. Wealth Mmgt 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 633,754 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 the exchange of Paired Interests for an equal number of shares of Class A Common Stock, as defined and described in footnote 3. F2 · ownership.nature: Represents securities held by Swartberg Holding 1 AG. Swartberg Holding 1 AG is controlled by Robert Weeber. Consequently, Mr. Weeber may be deemed to share voting and dispositive control over the securities held by Swartberg Holding 1 AG, and thus to share beneficial ownership of such securities. Mr. Weeber disclaims beneficial ownership of the securities held by Swartberg Holding 1 AG, except to the extent of his pecuniary interest therein. Read SEC document |
| June 27, 2025 Filed Jun 30, 2025 20:02 UTC | AlTi Global, Inc. ALTI · Entity 5344 | GrantRestricted Stock Units · Derivative | 500,378.63 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-033492 · wk-form4_1751313727.xml · derivative · entry 1 Weeber Robert · CIK 0001996742 · Pres, Intl. Wealth Mmgt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 500,378.63 Underlying: Class A Common Stock · 500,378.63 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 |
| May 22, 2025 Filed Oct 15, 2025 20:09 UTC | AlTi Global, Inc. ALTI · Entity 5344 | GrantPeformance Restricted Stock Unit · Derivative | 30,939.716 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-045102 · wk-form4_1760558952.xml · derivative · entry 1 Weeber Robert · CIK 0001996742 · Pres, Intl. Wealth Mmgt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,939.716 Underlying: Class A Common Stock · 30,939.716 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 61,879.432 (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 61,879.432 (200% of the target number). Read SEC document |
| March 19, 2025 Filed Mar 20, 2025 19:25 UTC | AlTi Global, Inc. ALTI · Entity 5344 | GrantRestricted Stock Units · Derivative | 69,063.33 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-014096 · wk-form4_1742498730.xml · derivative · entry 1 Weeber Robert · CIK 0001996742 · Pres, Intl. Wealth Mmgt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,063.33 Underlying: Class A Common Stock · 69,063.33 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 23:28 UTC | AlTi Global, Inc. ALTI · Entity 5344 | Exercise / conversionClass A Common Stock | 8,954.8 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-023473 · ownership.xml · nonDerivative · entry 2 Weeber Robert · CIK 0001996742 · Pres, Intl. Wealth Mmgt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 493,688.7 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 |
| February 15, 2025 Filed Feb 19, 2025 23:28 UTC | AlTi Global, Inc. ALTI · Entity 5344 | Exercise / conversionClass A Common Stock | 35,796.45 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-023473 · ownership.xml · nonDerivative · entry 1 Weeber Robert · CIK 0001996742 · Pres, Intl. Wealth Mmgt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 484,713.9 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 |
| June 05, 2024 Filed Jun 5, 2024 18:11 UTC | AlTi Global, Inc. ALTI · Entity 5344 | GrantPeformance Restricted Stock Unit · Derivative | 87,962.87 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-026805 · wk-form4_1717611052.xml · derivative · entry 2 Weeber Robert · CIK 0001996742 · Pres, Intl. Wealth Mmgt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,962.87 Underlying: Class A Common Stock · 87,962.87 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 175,925.74 (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 175,925.74 (200% of the target number). Read SEC document |
| June 04, 2024 Filed Jun 5, 2024 18:11 UTC | AlTi Global, Inc. ALTI · Entity 5344 | GrantRestricted Stock Units · Derivative | 26,864 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-026805 · wk-form4_1717611052.xml · derivative · entry 1 Weeber Robert · CIK 0001996742 · Pres, Intl. Wealth Mmgt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,864 Underlying: Class A Common Stock · 26,864 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 |
| February 15, 2024 Filed Feb 26, 2024 22:15 UTC | AlTi Global, Inc. ALTI · Entity 5344 | Exercise / conversionRestricted Stock Units · Derivative | 35,796.45 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-020300 · ownership.xml · derivative · entry 4 Weeber Robert · CIK 0001996742 · Pres, Intl. Wealth Mmgt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,592.91 Underlying: Class A Common Stock · 35,796.45 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, 2024 Filed Feb 26, 2024 22:15 UTC | AlTi Global, Inc. ALTI · Entity 5344 | Exercise / conversionClass A Common Stock | 35,796.45 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-020300 · ownership.xml · nonDerivative · entry 1 Weeber Robert · CIK 0001996742 · Pres, Intl. Wealth Mmgt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 448,917.45 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, 2024 Filed Feb 19, 2025 23:28 UTC | AlTi Global, Inc. ALTI · Entity 5344 | Exercise / conversionRestricted Stock Units · Derivative | 8,954.8 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-023473 · ownership.xml · derivative · entry 6 Weeber Robert · CIK 0001996742 · Pres, Intl. Wealth Mmgt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,909.2 Underlying: Class A Common Stock · 8,954.8 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. F5 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning February 15, 2025. F5 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning February 15, 2025. Read SEC document |
| February 15, 2024 Filed Feb 19, 2025 23:28 UTC | AlTi Global, Inc. ALTI · Entity 5344 | Exercise / conversionRestricted Stock Units · Derivative | 35,796.45 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-023473 · ownership.xml · derivative · entry 5 Weeber Robert · CIK 0001996742 · Pres, Intl. Wealth Mmgt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,796.46 Underlying: Class A Common Stock · 35,796.45 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, 2024. F4 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning February 15, 2024. Read SEC document |
| November 01, 2023 Filed Nov 3, 2023 17:53 UTC | AlTi Global, Inc. ALTI · Entity 5344 | OtherClass A Common Stock | 152,866 | $7.85 | $1,199,998.10 |
DisclosureSEC source: 0001628280-23-036652 · wk-form4_1699033972.xml · nonDerivative · entry 1 Weeber Robert · CIK 0001996742 · Pres, Intl. Wealth Mmgt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 413,121 F1 · kind: 1. The shares were issued pursuant to a Share Purchase Agreement, dated July 28, 2023, by and between AlTi Global Wealth Management Holdings Limited and Robert Weeber, in exchange for consideration of $1,200,000. The number of shares issued was determined by dividing such amount by the average "mid-market closing" ALTI Nasdaq share price calculated during the 20 consecutive trading days prior to August 1, 2023. F1 · shares: 1. The shares were issued pursuant to a Share Purchase Agreement, dated July 28, 2023, by and between AlTi Global Wealth Management Holdings Limited and Robert Weeber, in exchange for consideration of $1,200,000. The number of shares issued was determined by dividing such amount by the average "mid-market closing" ALTI Nasdaq share price calculated during the 20 consecutive trading days prior to August 1, 2023. F1 · price: 1. The shares were issued pursuant to a Share Purchase Agreement, dated July 28, 2023, by and between AlTi Global Wealth Management Holdings Limited and Robert Weeber, in exchange for consideration of $1,200,000. The number of shares issued was determined by dividing such amount by the average "mid-market closing" ALTI Nasdaq share price calculated during the 20 consecutive trading days prior to August 1, 2023. 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.