Brooke Connell

CIK 1996517 · View on SEC EDGAR ↗

Insider

First SEC filing: Feb. 21, 2024 · Latest: Feb. 21, 2024

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Insider at

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 10 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

10 other filings hidden
Date Ticker Code Shares Price Value Owned after Δ own A/D vs now
April 2, 2024 ALTI S 15,000 $5.07 $76,050 190,772 Direct -7.29% Disposed -20.9% (price as of 2026-08-19)

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.

Date Ticker Security Underlying Exercise price Expiration Shares A/D
March 31, 2026 ALTI Restricted Stock Units Class A Common Stock (77,506) 77,506 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
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

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

Date Ticker Security Shares Ownership
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