| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| AlTi Global, Inc. | Chief Legal, Compl & Risk Ofcr | Restricted Stock Units | 594K | $347K | $4.00 | 27 Jun 2025 | Direct |
| AlTi Global, Inc. | Chief Legal, Compl & Risk Ofcr | Class A Common Stock | 42K | $146K | $3.47 | 03 Jun 2025 | Direct |
| AlTi Global, Inc. | Chief Legal, Compl & Risk Ofcr | Peformance Restricted Stock Unit | 38.8K | 22 May 2025 | Direct | ||
| BOSTON PRIVATE FINANCIAL HOLDINGS INC | EVP, General Counsel | Common Stock | 0 | $15.21 | 01 Jul 2021 | Direct | |
| BOSTON PRIVATE FINANCIAL HOLDINGS INC | EVP, General Counsel | Performance Restricted Stock Units | 0 | 01 Jul 2021 | Direct | ||
| BOSTON PRIVATE FINANCIAL HOLDINGS INC | EVP, General Counsel | Restricted Stock Units | 0 | 01 Jul 2021 | Direct | ||
| BOSTON PRIVATE FINANCIAL HOLDINGS INC | EVP, General Counsel | Stock Option (Right to Buy) | 0 | 01 Jul 2021 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| ALTI | AlTi Global, Inc. | 27 Jun 2025 | 1 | $0 | 4 | Chief Legal, Compl & Risk Ofcr | 30 Jun 2025, 16:02 |
| ALTI | AlTi Global, Inc. | 03 Jun 2025 | 1 | -$79.6K | 4 | Chief Legal, Compl & Risk Ofcr | 05 Jun 2025, 11:23 |
| ALTI | AlTi Global, Inc. | 22 May 2025 | 1 | $0 | 4 | Chief Legal, Compl & Risk Ofcr | 15 Oct 2025, 16:08 |
| ALTI | AlTi Global, Inc. | 19 Mar 2025 | 1 | $0 | 4 | Global General Counsel | 21 Mar 2025, 09:30 |
| ALTI | AlTi Global, Inc. | 15 Feb 2025 | 4 | $0 | 4 | Global General Counsel | 19 Feb 2025, 18:22 |
| ALTI | AlTi Global, Inc. | 04 Jun 2024 | 2 | $0 | 4 | Global General Counsel | 05 Jun 2024, 14:11 |
| ALTI | AlTi Global, Inc. | 15 Feb 2024 | 3 | -$60.7K | 4 | Global General Counsel | 21 Feb 2024, 20:11 |
| ALTI | AlTi Global, Inc. | 19 Dec 2023 | 1 | $0 | 4 | Global General Counsel | 22 Dec 2023, 10:40 |
| ALTI | AlTi Global, Inc. | 31 May 2023 | 1 | $0 | 4 | Global General Counsel | 07 Jun 2023, 16:29 |
| ALTI | AlTi Global, Inc. | 06 Mar 2023 | 0 | $0 | 3 | Global General Counsel | 07 Jun 2023, 16:25 |
| BPFH | BOSTON PRIVATE FINANCIAL HOLDINGS INC | 01 Jul 2021 | 8 | $0 | 4 | EVP, General Counsel | 06 Jul 2021, 18:32 |
| BPFH | BOSTON PRIVATE FINANCIAL HOLDINGS INC | 14 May 2021 | 6 | $51.5K | 4 | EVP, General Counsel | 18 May 2021, 16:28 |