| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| AlTi Global, Inc. | Director | Restricted Stock Units | 30.7K | $114K | $5.01 | 19 Jun 2025 | Direct |
| AlTi Global, Inc. | Director | Class A Common Stock | 22.8K | $74.2K | $3.26 | 13 Jun 2025 | Direct |
| American Well Corp | Director | Class A Common Stock | 29.9K | $32K | $1.07 | 15 Jun 2021 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| ALTI | AlTi Global, Inc. | 19 Jun 2025 | 1 | $0 | 4 | Director | 23 Jun 2025, 19:09 |
| ALTI | AlTi Global, Inc. | 13 Jun 2025 | 2 | $0 | 4 | Director | 16 Jun 2025, 09:32 |
| BACQ | Bleichroeder Acquisition Corp. I | 31 Oct 2024 | 0 | $0 | 3 | Director | 31 Oct 2024, 21:00 |
| ALTI | AlTi Global, Inc. | 02 Aug 2024 | 1 | $0 | 4 | Director | 06 Aug 2024, 11:36 |
| ALTI | AlTi Global, Inc. | 31 Jul 2024 | 0 | $0 | 3 | Director | 06 Aug 2024, 11:33 |
| AMWL | American Well Corp | 15 Jun 2021 | 1 | $0 | 4 | Director | 17 Jun 2021, 16:48 |