Every Form 4 that AlTi Global, Inc. (ALTI) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow ALTI and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ALTI filings page.
AlTi Global, Inc. (ALTI), as a ten percent owner of Fortress Net Lease REIT, reported its indirect ownership of two classes of Fortress Net Lease REIT shares. As of September 1, 2026, it reported 465,142.2405 Class F-I shares and 6,498,032 Class D shares held indirectly through TTC Multi-Strategy Fund QP, LP. No net share purchases or sales are reflected, and no Rule 10b5-1 trading plan is reported. The filing states that AlTi and related entities may be deemed beneficial owners but each disclaims beneficial ownership except to the extent of pecuniary interest.
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. 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.
AlTi Global director Tracey Brophy Warson reported equity compensation activity. She received a grant of 34,736.476 restricted stock units, each representing one share of Class A Common Stock. On a separate date, she exercised 30,732.266 restricted stock units into Class A shares and now directly holds 84,519.576 common shares. Footnotes explain that these restricted stock units vest in whole on dates linked to AlTi Global’s 2026 and 2027 annual general meetings or specified June 30 dates.
AlTi Global, Inc. director Mark F. Furlong reported equity compensation activity. On June 16, 2026, he exercised 30,732.266 restricted stock units into the same number of shares of Class A Common Stock, bringing his direct holdings to 96,408.576 shares. On June 17, 2026, he received a new grant of 34,736.476 restricted stock units, each representing one share of Class A Common Stock, vesting in full on the earlier of the business day immediately prior to AlTi Global’s 2027 annual general meeting or June 30, 2027.
Harrington Michael W reported acquisition or exercise transactions in this Form 4 filing.
AlTi Global, Inc. Chief Financial Officer Michael W. Harrington received a grant of 68,596.8800 restricted stock units on March 31, 2026. Each unit represents a contingent right to receive one share of AlTi Class A Common Stock. The units vest in three equal annual installments beginning February 15, 2027. Following this award, Harrington holds 68,596.8800 restricted stock units directly, reflecting routine equity-based compensation rather than an open-market transaction.
Moran Kevin P. reported acquisition or exercise transactions in this Form 4 filing.
AlTi Global, Inc. reported that President and COO Kevin P. Moran received a grant of 119,821.83 restricted stock units on March 31, 2026. Each unit represents a contingent right to receive one share of Class A common stock and was granted at $0.00 as compensation, not a market purchase.
The restricted stock units vest in three equal annual installments beginning on February 15, 2027, aligning Moran’s compensation with longer-term company performance. Following this award, he holds 119,821.83 restricted stock units directly.
Keenan Patrick T. reported acquisition or exercise transactions in this Form 4 filing.
AlTi Global, Inc. reported that Principal Accounting Officer Patrick T. Keenan received a grant of 14,922.0500 restricted stock units. Each unit represents a contingent right to receive one share of AlTi Class A Common Stock. The restricted stock units vest in three equal annual installments beginning on February 15, 2027, and following this award he holds 14,922.0500 restricted stock units directly.
Graham Colleen A reported acquisition or exercise transactions in this Form 4 filing.
AlTi Global, Inc. granted Chief Legal, Compliance & Risk Officer Colleen A. Graham 97,550.1100 restricted stock units as equity compensation. Each unit represents a contingent right to receive one share of Class A Common Stock, rather than a cash payment.
The restricted stock units vest in three equal annual installments beginning on February 15, 2027, encouraging longer-term alignment with the company. After this grant, Graham holds 97,550.1100 restricted stock units directly. This is a compensation award, not an open-market share purchase.
Connell Brooke reported acquisition or exercise transactions in this Form 4 filing.
AlTi Global, Inc. reported that Pres, US Wealth Mgmt Connell Brooke received a grant of 77,505.57 restricted stock units on Class A Common Stock. Each unit represents a contingent right to receive one share of ALTI Class A Common Stock. The restricted stock units vest in three equal annual installments beginning on February 15, 2027, reflecting equity-based compensation that aligns part of Brooke’s future pay with the company’s share performance over time.
AlTi Global, Inc. executive Brooke Connell, President of US Wealth Management, reported several transactions on February 15, 2026 involving the exercise or conversion of restricted stock units into Class A Common Stock at a price of $0.0000 per share. The restricted stock units represent rights to receive one share of Class A stock each and vest in three equal annual installments beginning on February 15, 2024, February 15, 2025, and February 15, 2026.
AlTi Global, Inc. Chief Legal, Compliance & Risk Officer Colleen A. Graham reported multiple equity transactions on February 15, 2026. She exercised restricted stock units, each representing a contingent right to receive one share of Class A common stock, at a price of $0.00 per share. Following these derivative exercises and conversions, her direct holdings of AlTi Class A common stock increased to 147,093.23 shares. The footnotes state that these restricted stock units vest in three equal annual installments beginning on February 15, 2024, February 15, 2025, and February 15, 2026, respectively, reflecting a structured, multi-year compensation schedule.
AlTi Global, Inc. Chief Financial Officer Michael W. Harrington reported offsetting equity awards involving restricted stock units (RSUs) and Class A Common Stock. He disposed of 27,088.83 RSUs in a transaction coded as a disposition to the issuer at a stated price of $0.00 per unit, leaving 54,177.66 RSUs directly held after the transaction. On the same date, he acquired 27,088.83 shares of Class A Common Stock through an exercise or conversion of derivative securities, also at a stated price of $0.00 per share, resulting in direct ownership of 27,088.83 Class A shares. Each RSU represents a contingent right to receive one share of Class A Common Stock, and the RSUs referenced in the footnote vest in three equal annual installments beginning on February 15, 2026.
AlTi Global, Inc.’s Principal Accounting Officer, Patrick T. Keenan, reported several equity award-related transactions in Class A Common Stock and restricted stock units on February 15, 2026. The filing shows dispositions of restricted stock units back to the issuer paired with corresponding acquisitions of Class A shares through exercises or conversions of derivative securities at a stated price of $0.00 per share.
Following these transactions, Keenan directly held 15,988.47 shares of Class A Common Stock. Footnotes explain that each restricted stock unit represents a contingent right to receive one Class A share and that different RSU awards vest in three equal annual installments beginning on February 15, 2024, February 15, 2025, and February 15, 2026.
AlTi Global, Inc. reported that President and COO Kevin P. Moran acquired shares through the exercise and conversion of restricted stock units. On February 15, 2026, three blocks of restricted stock units were converted into equal numbers of Class A Common Stock at a price of $0.0000 per share. The reported block sizes were 47,397.7000, 13,785.3100 and 35,488.1300 units, each representing the right to receive one share of Class A Common Stock. After these transactions, Moran held 156,982.2700 shares of Class A Common Stock directly.
AlTi Global, Inc. executive Robert Weeber, President of International Wealth Management, reported the exercise and conversion of several blocks of restricted stock units into Class A common stock on February 15, 2026.
The filing shows derivative transactions coded “M,” where restricted stock units were converted at a price of $0.0000 per unit into Class A shares, including individual blocks of 35,796.4500, 8,954.8000, and 23,021.1100 shares. According to the footnotes, each restricted stock unit represents a right to receive one share of Class A stock, with units vesting in three equal annual installments beginning on February 15, 2024, February 15, 2025, and February 15, 2026.
AlTi Global, Inc. Chief Executive Officer Michael Tiedemann reported multiple exercises of restricted stock units into Class A Common Stock on February 15, 2026. The filing shows three RSU conversions at a price of $0.0000 per share, with corresponding increases in his directly held common shares.
After these derivative exercises, his direct Class A Common Stock holdings reported in the filing rose to 710,351.360 shares. The filing also notes additional Class A shares held indirectly through the MGT 2012 DE Trust, Chauncey Close, LLC, and the CHT Fam Tst Ar 3rd fbo MGT, for which he disclaims beneficial ownership except for any pecuniary interest.
AlTi Global (ALTI) reported an insider equity award. The company granted its Pres, Intl. Wealth Management performance restricted stock units (PRSUs) covering 30,939.716 shares on 05/22/2025 at a price of $0.
These PRSUs are tied to total shareholder return targets. 33.33% of the units become eligible to vest at the end of each of three annual performance periods beginning on March 31, 2026, subject to continued service and performance thresholds. The maximum that may vest over three years is 61,879.432 shares (200% of target).
AlTi Global (ALTI) reported a Form 4 for its Chief Legal, Compliance & Risk Officer reflecting a grant of 38,829.787 performance RSUs on 05/22/2025. Each PRSU represents a contingent right to receive one share of Class A Common Stock. 33.33% of the PRSUs are eligible to vest at the end of each of three annual performance periods beginning on March 31, 2026, based on total shareholder return exceeding stated thresholds. The maximum that may vest over three years is 77,659.574 (200% of target). The derivative security price is $0, and 38,829.787 derivative securities are beneficially owned directly following the transaction.
AlTi Global (ALTI) reported a Form 4 for its President and COO, reflecting a grant of 47,695.035 performance restricted stock units (PRSUs) on 05/22/2025 (code A). Each PRSU represents the right to receive one share of Class A common stock at a price of $0. Following the transaction, 47,695.035 derivative securities are beneficially owned directly.
Vesting is performance-based: 33.33% of the PRSUs are eligible to vest at the end of each of three annual performance periods beginning on March 31, 2026, tied to total shareholder return thresholds. The maximum that may vest over three years is 95,390.070 (200% of target).
AlTi Global (ALTI) reported an officer equity award via Form 4. The President, US Wealth Mgmt received 30,851.064 performance restricted stock units (PRSUs) on 05/22/2025 at $0 per unit, directly owned. Each PRSU represents a contingent right to one share of Class A common stock. 33.33% of the PRSUs are eligible to vest at the end of each of three annual performance periods beginning on March 31, 2026, based on total shareholder return thresholds and continued service. The maximum that may vest over three years is 61,702.128 (200% of target).
AlTi Global (ALTI) reported a Form 4 showing its Chief Executive Officer and Director received 115,248.227 performance restricted stock units (PRSUs) on 05/22/2025. Each PRSU represents a right to one share of Class A common stock, acquired at $0 and held directly.
33.33% of the PRSUs are eligible to vest at the end of each of three annual performance periods beginning on March 31, 2026, based on total shareholder return meeting specified thresholds. The filing states a maximum of 230,496.454 units may vest over three years (200% of target).