| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| AlTi Global, Inc. | Pres, US Wealth Mgmt | Class A Common Stock | 216,389 | $750,869 | $3.47 | 03 Jun 2025 | Direct |
| AlTi Global, Inc. | Pres, US Wealth Mgmt | Restricted Stock Units | 504,617 | $275,462 | $4.00 | 27 Jun 2025 | Direct |
| AlTi Global, Inc. | Pres, US Wealth Mgmt | Peformance Restricted Stock Unit | 30,851 | 22 May 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| ALTI | AlTi Global, Inc. | 27 Jun 2025 | 1 | $0 | 4 | Pres, US Wealth Mgmt | 30 Jun 2025, 16:01 |
| ALTI | AlTi Global, Inc. | 03 Jun 2025 | 1 | -$74,474 | 4 | Pres, US Wealth Mgmt | 05 Jun 2025, 11:24 |
| ALTI | AlTi Global, Inc. | 22 May 2025 | 1 | $0 | 4 | Pres, US Wealth Mgmt | 15 Oct 2025, 16:08 |
| ALTI | AlTi Global, Inc. | 19 Mar 2025 | 1 | $0 | 4 | Pres, US Wealth Mgmt | 20 Mar 2025, 15:24 |
| ALTI | AlTi Global, Inc. | 15 Feb 2025 | 4 | $0 | 4 | Pres, US Wealth Mmgt | 19 Feb 2025, 18:29 |
| ALTI | AlTi Global, Inc. | 04 Jun 2024 | 2 | $0 | 4 | Pres, US Wealth Mgmt | 05 Jun 2024, 14:08 |
| ALTI | AlTi Global, Inc. | 11 Mar 2024 | 3 | -$76,050 | 4 | Pres, US Wealth Mmgt | 04 Apr 2024, 19:54 |
| ALTI | AlTi Global, Inc. | 15 Feb 2024 | 3 | -$104,019 | 4 | Pres, US Wealth Mmgt | 21 Feb 2024, 20:15 |
| ALTI | AlTi Global, Inc. | 24 Oct 2023 | 0 | $0 | 3/A | Pres, US Wealth Mmgt | 21 Feb 2024, 20:00 |
| ALTI | AlTi Global, Inc. | 24 Oct 2023 | 0 | $0 | 3 | Pres, US Wealth Mmgt | 26 Oct 2023, 16:35 |