Nancy Ann Curtin - 04 Jun 2024 Form 4 Insider Report for AlTi Global, Inc. (ALTI)

Source evidence Original filing metadata and source links for verification. 5 source fields
SEC form
4
Accepted by SEC
05 Jun 2024, 14:11:27 UTC
Prior SEC filing
02 May 2024
Next SEC filing
17 Jul 2024
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Colleen Graham, Attorney-in-fact

Key filing fact

Nancy Ann Curtin filed Form 4 for AlTi Global, Inc. (ALTI) on 05 Jun 2024.

Key facts

  • This page summarizes Nancy Ann Curtin's Form 4 filing for AlTi Global, Inc. (ALTI).
  • 2 reported transactions and 2 derivative rows are listed below.
  • Accepted by SEC: 05 Jun 2024, 14:11.

Change

  • Previous filing in this sequence was filed on 02 May 2024.
  • Current net transaction value: $0.

Research use

  • This tells you what this filing adds before you inspect full transaction and derivative tables.
  • You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

ALTI transaction Derivative

Restricted Stock Units

Award

Transaction value
$0
Shares
+28,475
Change %
Price
$0.000000
Shares after
28,475
Date
04 Jun 2024
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
28,475
Exercise price
Footnotes
F1, F2
ALTI transaction Derivative

Peformance Restricted Stock Unit

Award

Transaction value
$0
Shares
+96,581
Change %
Price
$0.000000
Shares after
96,581
Date
05 Jun 2024
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
96,581
Exercise price
Footnotes
F3, F4
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 4 footnotes

Footnote F1

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.

Footnote F2

The RSUs vest in three equal annual installments beginning February 15, 2025.

Footnote F3

Each performance restricted stock unit ("PRSU") represents a contingent right to receive one share of the Company's Class A Common Stock.

Footnote F4

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 193,161.98 (200% of the target number).

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