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AlTi Global, Inc. insider Allianz SE, through its subsidiary Allianz Strategic Investments S.a.r.l. (ASI), reported additional non-cash changes in its indirect stake. ASI received 1,272,328.52 shares of Class A Common Stock on July 2, 2026 as payment-in-kind dividends on its Series A preferred position, bringing its indirect Class A holdings to 22,979,542.48 shares.
ASI also received 4,117.76 shares of Series A Preferred Stock as payment-in-kind dividends, increasing its Series A balance to 173,051.67 shares9.75% annual cumulative dividend and is convertible into Class A Common Stock at $8.70 per share, subject to a 24.9% ownership cap, with any excess issued as Class C Non-Voting Common Stock. ASI additionally holds a warrant immediately exercisable for up to 5,000,000 Class A shares at $7.40 per share, expiring on July 31, 2029.
AlTi Global, Inc. reported updates to executive employment agreements. The company amended the contract with President and Chief Operating Officer Kevin Moran, raising his annual base salary to $600,000, setting his 2026 target bonus at $1,600,000, and adjusting terms for certain outstanding equity awards. The amendment also shortens a notice period from 180 days to 30 days. AlTi entered into a separate Executive Employment and Restrictive Covenant Agreement with Nancy Curtin for her role as Interim Chief Executive Officer, with full terms contained in the filed exhibits.
AlTi Global, Inc. filed a preliminary Form S-3 shelf prospectus dated June 30, 2026 registering the resale by existing holders of up to 3,053,263 shares of Class A common stock. The company will receive no proceeds from these resales. The prospectus lists 110,744,073.25 shares outstanding as of June 18, 2026 and states the Nasdaq symbol ALTI with a last reported sale price of $3.61 per share on June 29, 2026. The registration covers shares issued as stock consideration in connection with the April 6, 2023 acquisition of Alvarium Wealth Management Non-UK Limited and permits resale by the named selling securityholders and their permitted transferees.
AlTi Global, Inc. announced a planned chief financial officer transition. Michael Harrington will retire as CFO and principal financial officer effective July 1, 2026, resigning from all officer roles at the company and its subsidiaries.
The Board has appointed Patrick Keenan, currently Chief Accounting Officer and principal accounting officer, as CFO effective the same date under a letter agreement outlining his compensation. Keenan will earn an annual salary of $375,000 and be eligible for a target annual bonus of $450,000, payable in cash and/or equity.
The company’s press release highlights this as a long-planned internal succession to support AlTi’s next phase of growth. AlTi describes itself as a global wealth and investment partner managing or advising on approximately $90 billion in combined assets with about 490 professionals worldwide.
AlTi Global, Inc. director Timothy F. Keaney reported compensation-related equity activity. He received a grant of 53,683.645 restricted stock units, each representing one share of AlTi Global Class A Common Stock. These units vest in full on the earlier of the business day immediately prior to the 2027 annual general meeting or June 30, 2027. Keaney also exercised 47,495.320 previously granted restricted stock units into the same number of Class A shares, resulting in 207,679.720 Class A shares held directly after the transactions.
AlTi Global, Inc. director Ali Bouzarif reported equity compensation activity and updated holdings. He received a grant of 34,736.476 restricted stock units, each representing one share of Class A Common Stock. A prior award of 30,732.266 restricted stock units was fully exercised into Class A shares, increasing his direct share holdings to 84,519.576 shares.
The new restricted stock units vest in whole on the earlier of the business day immediately prior to AlTi’s 2027 annual general meeting or June 30, 2027. Separately, 748,298 Class A shares are held indirectly through MERCYAH B.V., which Mr. Bouzarif controls, and for which he disclaims beneficial ownership except to the extent of his pecuniary interest.
AlTi Global director Norma Corio reported equity compensation activity involving restricted stock units (RSUs) and Class A Common Stock. On June 16, 2026, she exercised 30,732.266 RSUs into the same number of Class A Common shares, leaving no remaining balance from that RSU award and bringing her direct common stock holdings to 71,408.58 shares.
On June 17, 2026, she received a new grant of 34,736.476 RSUs as compensation. Each RSU represents a contingent right to receive one share of Class A Common Stock. According to the footnotes, these RSUs vest in whole on the earlier of specified future annual meeting dates or June 30, 2026 and June 30, 2027, respectively, aligning the awards with upcoming shareholder meetings.
AlTi Global, Inc. director Nazim Cetin reported equity awards and an option-like exercise. On June 17, 2026, he received 34,736.476 Restricted Stock Units (RSUs), each representing one share of Class A Common Stock, which vest in whole on specified dates tied to upcoming annual general meetings. On June 16, 2026, he exercised 30,732.266 RSUs into the same number of Class A shares at a stated price of $0.0000 per share. Following these transactions, he holds 53,506.596 Class A Common shares directly and 34,736.476 RSUs.
AlTi Global, Inc. director Andreas Wimmer reported equity compensation changes. He received a grant of 34,736.476 restricted stock units, each representing one share of Class A Common Stock, and exercised 30,732.266 previously granted restricted stock units into 30,732.266 Class A shares. Following these transactions, he directly holds 53,506.596 Class A Common shares, with new RSUs scheduled to vest in whole around the company’s 2026 and 2027 annual general meetings.