| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| AlTi Global, Inc. | Director | Restricted Stock Units | 22.3K | $105K | $4.72 | Jun 27, 2024 | Direct |
| Finance of America Companies Inc. | Director | Class A Common Stock | 123K | $90.3K | $0.74 | May 13, 2024 | Direct |
| AlTi Global, Inc. | Director | Class A Common Stock | 18.4K | $86.7K | $4.72 | Jun 25, 2024 | Direct |
| Finance of America Companies Inc. | Director | Restricted Stock Units | 100K | $73.5K | $0.74 | May 13, 2024 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| ALTI | AlTi Global, Inc. | Jun 27, 2024 | 1 | $0 | 4 | Jul 1, 2024 | Director |
| ALTI | AlTi Global, Inc. | Jun 25, 2024 | 2 | $0 | 4 | Jun 26, 2024 | Director |
| FOA | Finance of America Companies Inc. | May 13, 2024 | 3 | $0 | 4 | May 15, 2024 | Director |
| ALTI | AlTi Global, Inc. | Mar 1, 2024 | 1 | $0 | 4 | Mar 5, 2024 | Director |
| ALTI | AlTi Global, Inc. | Jun 29, 2023 | 0 | $0 | 3 | Jul 7, 2023 | Director |
| FOA | Finance of America Companies Inc. | Jun 8, 2023 | 3 | $0 | 4 | Jun 12, 2023 | Director |
| FOA | Finance of America Companies Inc. | Jun 8, 2022 | 3 | $0 | 4 | Jun 10, 2022 | Director |
| FOA | Finance of America Companies Inc. | Nov 18, 2021 | 1 | $0 | 4 | Nov 22, 2021 | Director |