Robert Weeber - 31 Dec 2025 Form 5 Insider Report for AlTi Global, Inc. (ALTI)

Reporting relationship: Pres, Intl. Wealth Mmgt
Issuer ticker: ALTI
Reported as of: 31 Dec 2025
Net transaction value: $0
SEC form: 5
Accepted by SEC: 12 Feb 2026, 16:39:39 UTC
Prior SEC filing: 30 Jun 2025
Next SEC filing: 18 Feb 2026
Source filing: View source filing
Reporting owner signature: /s/ Colleen Graham, Attorney-in-Fact

Key filing fact

Robert Weeber filed Form 5 for AlTi Global, Inc. (ALTI) on 12 Feb 2026.

Key facts

This page summarizes Robert Weeber's Form 5 filing for AlTi Global, Inc. (ALTI).
6 reported transactions and 1 derivative row are listed below.
Accepted by SEC: 12 Feb 2026, 16:39.

Change

Previous filing in this sequence was filed on 30 Jun 2025.
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

Official SEC source

Ownership activity is grounded in SEC Form 5 disclosures.

View source filing

Reporting Owners (1)

CIK 0001996742 Primary reporting owner

Weeber Robert

Relationship: Pres, Intl. Wealth Mmgt
Address: ALTI GLOBAL, INC., 22 VANDERBILT AVE, 27TH FLOOR, NEW YORK
Signature: /s/ Colleen Graham, Attorney-in-Fact
Signature date: 12 Feb 2026

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

ALTI transaction

Class A Common Stock

Conversion of derivative security

Transaction value: $0
Shares: +616,024
Change %: +3474%
Price: $0.000000
Shares after: 633,754
Date: 08 Aug 2025
Ownership: See Footnote
Footnotes: F1, F2

ALTI transaction

Class A Common Stock

Gift

Transaction value: $0
Shares: -616,024
Change %: -97%
Price: $0.000000
Shares after: 17,730
Date: 13 Aug 2025
Ownership: See Footnote
Footnotes: F2

ALTI transaction

Class A Common Stock

Gift

Transaction value: $0
Shares: +616,024
Change %: +125%
Price: $0.000000
Shares after: 1,109,713
Date: 13 Aug 2025
Ownership: Direct

ALTI transaction

Class A Common Stock

Gift

Transaction value: $0
Shares: -17,730
Change %: -100%
Price: $0.000000
Shares after: 0
Date: 20 Aug 2025
Ownership: See Footnote
Footnotes: F2

ALTI transaction

Class A Common Stock

Gift

Transaction value: $0
Shares: +17,730
Change %: +1.6%
Price: $0.000000
Shares after: 1,127,443
Date: 20 Aug 2025
Ownership: Direct

Reported derivative securities

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

ALTI transaction Derivative

Class B Common Stock

Conversion of derivative security

Transaction value: $0
Shares: -616,024
Change %: -100%
Price: $0.000000
Shares after: 0
Date: 13 Aug 2025
Ownership: See Footnote
Underlying class: Class A Common Stock
Underlying amount: 616,024
Exercise price: $0.000000
Footnotes: F1, F2, 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

Reflects the exchange of Paired Interests for an equal number of shares of Class A Common Stock, as defined and described in footnote 3.

Footnote F2

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.

Footnote F3

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.

Footnote F4

(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.