| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| AlTi Global, Inc. | Pres, Intl. Wealth Mmgt | Class A Common Stock | 494K | $1.97M | $4.00 | Feb 15, 2025 | Direct |
| AlTi Global, Inc. | Pres, Intl. Wealth Mmgt | Restricted Stock Units | 500K | $276K | $4.00 | Jun 27, 2025 | Direct |
| AlTi Global, Inc. | Pres, Intl. Wealth Mmgt | Class A Common Stock | 6.91K | $27.6K | $4.00 | Feb 15, 2025 | Indirect |
| AlTi Global, Inc. | Pres, Intl. Wealth Mmgt | Peformance Restricted Stock Unit | 30.9K | May 22, 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| ALTI | AlTi Global, Inc. | Jun 27, 2025 | 1 | $0 | 4 | Jun 30, 2025 | Pres, Intl. Wealth Mmgt |
| ALTI | AlTi Global, Inc. | May 22, 2025 | 1 | $0 | 4 | Oct 15, 2025 | Pres, Intl. Wealth Mmgt |
| ALTI | AlTi Global, Inc. | Mar 19, 2025 | 1 | $0 | 4 | Mar 20, 2025 | Pres, Intl. Wealth Mmgt |
| ALTI | AlTi Global, Inc. | Feb 15, 2025 | 4 | $0 | 4 | Feb 19, 2025 | Pres, Intl. Wealth Mmgt |
| ALTI | AlTi Global, Inc. | Jun 4, 2024 | 2 | $0 | 4 | Jun 5, 2024 | Pres, Intl. Wealth Mmgt |
| ALTI | AlTi Global, Inc. | Feb 15, 2024 | 2 | $0 | 4 | Feb 26, 2024 | Pres, Intl. Wealth Mmgt |
| ALTI | AlTi Global, Inc. | Nov 1, 2023 | 1 | $1.2M | 4 | Nov 3, 2023 | Pres, Intl. Wealth Mmgt |
| ALTI | AlTi Global, Inc. | Oct 24, 2023 | 0 | $0 | 3/A | Feb 21, 2024 | Pres, Intl. Wealth Mmgt |
| ALTI | AlTi Global, Inc. | Oct 24, 2023 | 0 | $0 | 3 | Oct 31, 2023 | Pres, Intl. Wealth Mmgt |