Colleen A Graham

CIK 1774027 · View on SEC EDGAR ↗

Insider

First SEC filing: June 7, 2023 · Latest: June 7, 2023

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Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 9 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

No open-market trades on record; showing all filings.

Date Ticker Code Shares Price Value Owned after Δ own A/D vs now
March 31, 2026 ALTI A 97,550 97,550 Direct Acquired (price as of 2026-08-21)
Feb. 15, 2025 ALTI M 31,412 62,825 Direct -33.33% Disposed (price as of 2026-08-21)
Feb. 15, 2025 ALTI M 21,894 21,894 Direct -50.00% Disposed (price as of 2026-08-21)
Feb. 15, 2025 ALTI M 21,894 64,894 Direct +50.92% Acquired (price as of 2026-08-21)
Feb. 15, 2025 ALTI M 31,412 42,570 Direct +281.52% Acquired (price as of 2026-08-21)
Feb. 15, 2024 ALTI M 21,894 43,789 Direct -33.33% Disposed (price as of 2026-08-21)
Feb. 15, 2024 ALTI F 10,737 $5.65 $60,664 11,157 Direct -49.04% Disposed -29.4% (price as of 2026-08-21)
Feb. 15, 2024 ALTI M 21,894 21,894 Direct Acquired (price as of 2026-08-21)
May 31, 2023 ALTI A 53,635 53,635 Direct Acquired (price as of 2026-08-21)

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 (97,550) 97,550 Acquired
Feb. 15, 2025 ALTI Restricted Stock Units Class A Common Stock (31,412) 31,412 Disposed
Feb. 15, 2025 ALTI Restricted Stock Units Class A Common Stock (21,894) 21,894 Disposed
Feb. 15, 2024 ALTI Restricted Stock Units Class A Common Stock (21,894) 21,894 Disposed
May 31, 2023 ALTI Restricted Stock Units Class A Common Stock (53,635) 53,635 Acquired

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

Initial ownership (Form 3) 1 holding

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

Date Ticker Security Shares Ownership
June 7, 2023 ALTI Common Stock 0 Direct

Compensation (DEF 14A)

Matched by name from proxy statements (DEF 14A) — verify against the filing.

ALTI

Chief Legal, Risk and Compliance Officer(4)
Fiscal year Salary Bonus Stock awards Option awards Non-equity incentive Pension change Other Total
2024 $375,000 $1,080,750 $894,717 $17,250 $2,367,717

Figures from the Summary Compensation Table of the company's proxy statement (DEF 14A). Compensation is not a recommendation.