| Insiders | Shares | % | Avg Price | Total $ | |
|---|---|---|---|---|---|
| Buys | 1 | +4,791 | 100% | $10.44 | +$50,018 |
| Sells | 0 | ||||
| Net | +1 | +4,791 | 100% | +$50,018 |
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 10%+ Owner | $131,556,238 | 16 Apr 2025 | ||
| Joshua A. Pack | Co-Chief Executive Officer, Director | $154,438 | +$50,018 | +48% | 01 Dec 2024 |
| Lewis A. Burleigh | Director | 02 Jan 2026 | |||
| David Weinreb | Director | 02 Jan 2026 | |||
| Ahsan Aijaz | Co-Chief Executive Officer, Director | 01 Apr 2024 | |||
| Avraham Dreyfuss | Chief Financial Officer | 01 Apr 2024 | |||
| Deborah D. Mcwhinney | Director | 02 Jan 2026 |
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Deborah D. Mcwhinney | Class E Common Shares of Beneficial Interest | Award | 89.6% | 9,380 | 19,847 | 02 Jan 2026 | Direct | |||
| Lewis A. Burleigh | Class E Common Shares of Beneficial Interest | Award | 96.5% | 9,380 | 19,098 | 02 Jan 2026 | Direct | |||
| David Weinreb | Class E Common Shares of Beneficial Interest | Award | 96.5% | 9,380 | 19,098 | 02 Jan 2026 | Direct | |||
| Joshua A. Pack | Class E Common Shares of Beneficial Interest | Purchase | 47.9% | $50,018 | $10.44 | 4,791 | 14,793 | 01 May 2025 | See footnote | |
| Tiedemann Advisors, Llc | Class D Common Shares of Beneficial Interest | Other | 0 | 6,498,032 | 16 Apr 2025 | See Footnote 1 | ||||
| Tiedemann Advisors, Llc | Class D Common Shares of Beneficial Interest | Other | 0.04% | 2,390 | 6,498,032 | 16 Apr 2025 | Direct |