| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership | 
|---|---|---|---|---|---|---|---|
| AlTi Global, Inc. | Chief Financial Officer | Restricted Stock Units | 81.3K | $325K | $4.00 | Apr 15, 2025 | Direct | 
| AlTi Global, Inc. | Chief Financial Officer | Class A Common Stock | 0 | $0 | $4.00 | Feb 26, 2025 | Direct | 
| REPUBLIC FIRST BANCORP INC | Chief Financial Officer | Common Stock | 1.42M | Jan 2, 2024 | Direct | ||
| REPUBLIC FIRST BANCORP INC | Chief Financial Officer | Restricted Stock Unit | 554K | Jan 2, 2024 | Direct | ||
| BRYN MAWR BANK CORP | CFO | Common Stock | 0 | $49.22 | Jan 1, 2022 | Direct | |
| BRYN MAWR BANK CORP | CFO | Restricted Stock Units | 0 | $45.98 | Jan 1, 2022 | Direct | 
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role | 
|---|---|---|---|---|---|---|---|
| ALTI | AlTi Global, Inc. | Apr 15, 2025 | 1 | $0 | 4 | Apr 16, 2025 | Chief Financial Officer | 
| ALTI | AlTi Global, Inc. | Feb 26, 2025 | 0 | $0 | 3 | Mar 4, 2025 | Chief Financial Officer | 
| FRBK | REPUBLIC FIRST BANCORP INC | Jan 2, 2024 | 1 | $554K | 4 | Jan 4, 2024 | Chief Financial Officer | 
| FRBK | REPUBLIC FIRST BANCORP INC | Aug 25, 2023 | 1 | $0 | 4 | Aug 29, 2023 | Chief Financial Officer | 
| FRBK | REPUBLIC FIRST BANCORP INC | Dec 21, 2022 | 1 | $0 | 4 | Dec 27, 2022 | Chief Financial Officer | 
| FRBK | REPUBLIC FIRST BANCORP INC | Dec 21, 2022 | 0 | $0 | 3 | Dec 27, 2022 | Chief Financial Officer | 
| BMTC | BRYN MAWR BANK CORP | Jan 1, 2022 | 8 | $0 | 4 | Jan 3, 2022 | CFO | 
| BMTC | BRYN MAWR BANK CORP | Aug 16, 2021 | 2 | -$9.73K | 4 | Aug 16, 2021 | CFO | 
| BMTC | BRYN MAWR BANK CORP | Aug 9, 2021 | 3 | -$14.1K | 4 | Aug 11, 2021 | CFO |