| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| AlTi Global, Inc. | Director | Restricted Stock Units | 30.7K | $114K | $5.01 | Jun 19, 2025 | Direct |
| AlTi Global, Inc. | Director | Class A Common Stock | 22.8K | $74.2K | $3.26 | Jun 13, 2025 | Direct |
| American Well Corp | Director | Class A Common Stock | 29.9K | $32K | $1.07 | Jun 15, 2021 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| ALTI | AlTi Global, Inc. | Jun 19, 2025 | 1 | $0 | 4 | Jun 23, 2025 | Director |
| ALTI | AlTi Global, Inc. | Jun 13, 2025 | 2 | $0 | 4 | Jun 16, 2025 | Director |
| BACQ | Bleichroeder Acquisition Corp. I | Oct 31, 2024 | 0 | $0 | 3 | Oct 31, 2024 | Director |
| ALTI | AlTi Global, Inc. | Aug 2, 2024 | 1 | $0 | 4 | Aug 6, 2024 | Director |
| ALTI | AlTi Global, Inc. | Jul 31, 2024 | 0 | $0 | 3 | Aug 6, 2024 | Director |
| AMWL | American Well Corp | Jun 15, 2021 | 1 | $0 | 4 | Jun 17, 2021 | Director |