Insider at

04

Insider transactions

05
0 buys (P) 0 sells (S) Net: $0 + 21 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

21 other filings hidden
DateTickerCodeSharesPriceValue Owned afterΔ ownA/Dvs now
June 3, 2025 ALTI S 21,462 $3.47 $74,473 216,389 Direct -9.02% Disposed -16.1% (price as of 2026-10-02)
April 2, 2024 ALTI S 15,000 $5.07 $76,050 190,772 Direct -7.29% Disposed -42.6% (price as of 2026-10-02)

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II) Options, RSUs and convertible securities reported on Form 4 Table II.

06
DateTickerSecurityUnderlying Exercise priceExpirationSharesA/D
March 31, 2026 ALTI Restricted Stock Units Class A Common Stock (77,506) · · 77,506 Acquired
Feb. 15, 2026 ALTI Restricted Stock Units Class A Common Stock (38,379) · · 38,379 Disposed
Feb. 15, 2026 ALTI Restricted Stock Units Class A Common Stock (8,701) · · 8,701 Disposed
Feb. 15, 2026 ALTI Restricted Stock Units Class A Common Stock (22,955) · · 22,955 Disposed
June 27, 2025 ALTI Restricted Stock Units Class A Common Stock (504,617) · · 504,617 Acquired
May 22, 2025 ALTI Peformance Restricted Stock Unit Class A Common Stock (30,851) · · 30,851 Acquired
March 19, 2025 ALTI Restricted Stock Units Class A Common Stock (68,865) · · 68,865 Acquired
Feb. 15, 2025 ALTI Restricted Stock Units Class A Common Stock (8,701) · · 8,701 Disposed
Feb. 15, 2025 ALTI Restricted Stock Units Class A Common Stock (38,379) · · 38,379 Disposed
June 5, 2024 ALTI Peformance Restricted Stock Unit Class A Common Stock (29,559) · · 29,559 Acquired
June 4, 2024 ALTI Restricted Stock Units Class A Common Stock (26,102) · · 26,102 Acquired
March 11, 2024 ALTI Class B Common Stock Class A Common Stock (50,000) · · 50,000 Disposed
Feb. 15, 2024 ALTI Restricted Stock Units Class A Common Stock (38,379) · · 38,379 Disposed

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 5 holdings

07

Securities held when first becoming an insider, per SEC Form 3.

DateTickerSecuritySharesOwnership
Feb. 21, 2024 ALTI Class A Common Stock 135,803 Direct
Feb. 21, 2024 ALTI Class B Common Stock→ Class A Common Stock (815,879) 815,879 Direct
Feb. 21, 2024 ALTI Restricted Stock Units [F2]→ Class A Common Stock · Direct
Oct. 26, 2023 ALTI Class A Common Stock 135,803 Direct
Oct. 26, 2023 ALTI Class B Common Stock→ Class A Common Stock (815,879) 815,879 Direct