Insider at

04

Insider transactions

05
0 buys (P) 0 sells (S) Net: $0 + 18 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
Feb. 15, 2026 ALTI M 35,796 · · 1,163,239 Direct +3.17% Acquired (price as of 2026-10-02)
Feb. 15, 2026 ALTI M 8,955 · · 1,172,194 Direct +0.77% Acquired (price as of 2026-10-02)
Feb. 15, 2026 ALTI M 23,021 · · 1,195,215 Direct +1.96% Acquired (price as of 2026-10-02)
Feb. 15, 2026 ALTI M 35,796 · · 0 Direct -100.00% Disposed (price as of 2026-10-02)
Feb. 15, 2026 ALTI M 8,955 · · 8,955 Direct -50.00% Disposed (price as of 2026-10-02)
Feb. 15, 2026 ALTI M 23,021 · · 46,042 Direct -33.33% Disposed (price as of 2026-10-02)
June 27, 2025 ALTI A 500,379 · · 500,379 Direct · Acquired (price as of 2026-10-02)
May 22, 2025 ALTI A 30,940 · · 30,940 Direct · Acquired (price as of 2026-10-02)
March 19, 2025 ALTI A 69,063 · · 69,063 Direct · Acquired (price as of 2026-10-02)
Feb. 15, 2025 ALTI M 8,955 · · 493,689 Direct +1.85% Acquired (price as of 2026-10-02)
Feb. 15, 2025 ALTI M 35,796 · · 484,714 Direct +7.97% Acquired (price as of 2026-10-02)
June 5, 2024 ALTI A 87,963 · · 87,963 Direct · Acquired (price as of 2026-10-02)
June 4, 2024 ALTI A 26,864 · · 26,864 Direct · Acquired (price as of 2026-10-02)
Feb. 15, 2024 ALTI M 8,955 · · 17,909 Direct -33.33% Disposed (price as of 2026-10-02)
Feb. 15, 2024 ALTI M 35,796 · · 35,796 Direct -50.00% Disposed (price as of 2026-10-02)
Feb. 15, 2024 ALTI M 35,796 · · 71,593 Direct -33.33% Disposed (price as of 2026-10-02)
Feb. 15, 2024 ALTI M 35,796 · · 448,917 Direct +8.66% Acquired (price as of 2026-10-02)
Nov. 1, 2023 ALTI J 152,866 $7.85 $1,199,998 413,121 Direct +58.74% Acquired -62.9% (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
Feb. 15, 2026 ALTI Restricted Stock Units Class A Common Stock (35,796) · · 35,796 Disposed
Feb. 15, 2026 ALTI Restricted Stock Units Class A Common Stock (8,955) · · 8,955 Disposed
Feb. 15, 2026 ALTI Restricted Stock Units Class A Common Stock (23,021) · · 23,021 Disposed
June 27, 2025 ALTI Restricted Stock Units Class A Common Stock (500,379) · · 500,379 Acquired
May 22, 2025 ALTI Peformance Restricted Stock Unit Class A Common Stock (30,940) · · 30,940 Acquired
March 19, 2025 ALTI Restricted Stock Units Class A Common Stock (69,063) · · 69,063 Acquired
June 5, 2024 ALTI Peformance Restricted Stock Unit Class A Common Stock (87,963) · · 87,963 Acquired
June 4, 2024 ALTI Restricted Stock Units Class A Common Stock (26,864) · · 26,864 Acquired
Feb. 15, 2024 ALTI Restricted Stock Units Class A Common Stock (8,955) · · 8,955 Disposed
Feb. 15, 2024 ALTI Restricted Stock Units Class A Common Stock (35,796) · · 35,796 Disposed
Feb. 15, 2024 ALTI Restricted Stock Units Class A Common Stock (35,796) · · 35,796 Disposed

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

Initial ownership (Form 3) 11 holdings

07

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

DateTickerSecuritySharesOwnership
Feb. 21, 2024 ALTI Class A Common Stock 260,255 Direct
Feb. 21, 2024 ALTI Class A Common Stock 10,825 Indirect
Feb. 21, 2024 ALTI Class A Common Stock 6,905 Indirect
Feb. 21, 2024 ALTI Class B Common Stock→ Class A Common Stock (385,385) 385,385 Indirect
Feb. 21, 2024 ALTI Class B Common Stock→ Class A Common Stock (230,639) 230,639 Indirect
Feb. 21, 2024 ALTI Restricted Stock Units [F4]→ Class A Common Stock · Direct
Oct. 31, 2023 ALTI Class A Common Stock 260,255 Direct
Oct. 31, 2023 ALTI Class A Common Stock 10,825 Indirect
Oct. 31, 2023 ALTI Class A Common Stock 6,905 Indirect
Oct. 31, 2023 ALTI Class B Common Stock→ Class A Common Stock (385,385) 385,385 Indirect
Oct. 31, 2023 ALTI Class B Common Stock→ Class A Common Stock (230,639) 230,639 Indirect