Insider at

04

Insider transactions

05
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.

DateTickerCodeSharesPriceValue Owned afterΔ ownA/Dvs now
April 2, 2024 ALTI D 106,102 $5.05 $535,815 36,260 Direct -74.53% Disposed -43.0% (price as of 2026-10-06)
March 11, 2024 ALTI M 75,000 · · 2,072,165 Direct -3.49% Disposed (price as of 2026-10-06)
March 11, 2024 ALTI M 75,000 · · 142,362 Direct +111.34% Acquired (price as of 2026-10-06)
Feb. 15, 2024 ALTI M 26,420 · · 52,841 Direct -33.33% Disposed (price as of 2026-10-06)
Feb. 15, 2024 ALTI F 13,445 $5.65 $75,964 12,975 Direct -50.89% Disposed -49.0% (price as of 2026-10-06)
Feb. 15, 2024 ALTI M 26,420 · · 26,420 Direct · Acquired (price as of 2026-10-06)
June 7, 2023 ALTI D 217,548 · · 0 Direct -100.00% Disposed (price as of 2026-10-06)
June 7, 2023 ALTI A 54,387 · · 67,362 Direct +419.17% Acquired (price as of 2026-10-06)
May 31, 2023 ALTI A 79,261 · · 79,261 Direct · Acquired (price as of 2026-10-06)

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 11, 2024 ALTI Class B Common Stock Class A Common Stock (75,000) · · 75,000 Disposed
Feb. 15, 2024 ALTI Restricted Stock Units Class A Common Stock (26,420) · · 26,420 Disposed
June 7, 2023 ALTI Warrant Class A Common Stock (217,548) · · 217,548 Disposed
May 31, 2023 ALTI Restricted Stock Units Class A Common Stock (79,261) · · 79,261 Acquired

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

Initial ownership (Form 3) 2 holdings

07

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

DateTickerSecuritySharesOwnership
Jan. 13, 2023 ALTI Class B Common Stock→ Class B Common Stock (2,147,165) 2,147,165 Direct
Jan. 13, 2023 ALTI Warrants to purchase Class A Common Stock→ Class A Common Stock (217,548) 217,548 Direct