Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AlTi Global, Inc.ALTI · Entity 5344 | Director | June 25, 2024 | June 26, 2024 |
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 25, 2024 · Filed June 26, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 31,474.94 |
Reported balance
After 2024-06-25 transaction · row 1
1 source rowRow 1 · 2024-06-25 · Exercise / conversion · Acquired 18,363.94 · Balance 31,474.94 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 2024-06-25 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-06-25 · Exercise / conversion · Disposed 18,363.94 · 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 2024 annual general meeting or (ii) June 30, 2024. |
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 2024 annual general meeting or (ii) June 30, 2024.
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 25, 2024 Filed Jun 26, 2024 12:01 UTC | AlTi Global, Inc. ALTI · Entity 5344 | Exercise / conversionRestricted Stock Units · Derivative | 18,363.94 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-029975 · wk-form4_1719403278.xml · derivative · entry 2 Lee Judy · CIK 0001958486 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 18,363.94 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 | 18,363.94 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-24-029975 · wk-form4_1719403278.xml · nonDerivative · entry 1 Lee Judy · CIK 0001958486 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,474.94 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 |
| March 01, 2024 Filed Mar 5, 2024 21:40 UTC | AlTi Global, Inc. ALTI · Entity 5344 | GrantRestricted Stock Units · Derivative | 18,363.94 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-026108 · ownership.xml · derivative · entry 1 Lee Judy · CIK 0001958486 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,363.94 Underlying: Class A Common Stock · 18,363.94 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 15:54 UTC | AlTi Global, Inc. ALTI · Entity 5344 | Exercise / conversionRestricted Stock Units · Derivative | 13,111 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-000535 · wk-form4_1704470085.xml · derivative · entry 2 Lee Judy · CIK 0001958486 · 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 15:54 UTC | AlTi Global, Inc. ALTI · Entity 5344 | Exercise / conversionClass A Common Stock | 13,111 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-24-000535 · wk-form4_1704470085.xml · nonDerivative · entry 1 Lee Judy · CIK 0001958486 · 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 21:41 UTC | AlTi Global, Inc. ALTI · Entity 5344 | GrantRestricted Stock Units · Derivative | 13,111 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-014387 · doc4.xml · derivative · entry 1 Lee Judy · CIK 0001958486 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.