AlTi Global, Inc.
ALTIFigures shown here come from public SEC filings. Dates beside each section show the available history.
How AlTi Global, Inc. Makes Money
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 4 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 18, 2026.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among AlTi Global, Inc.'s recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2025-06-03 · Tiedemann Michael: Larger than 34 of the 35 other insider sales of Class A Common Stock on file. SEC filing
- 2025-06-03 · Moran Kevin P.: Larger than 33 of the 35 other insider sales of Class A Common Stock on file. SEC filing
- 2025-06-03 · Graham Colleen A: Larger than 32 of the 35 other insider sales of Class A Common Stock on file. SEC filing
- 2024-08-20 · Moran Kevin P.: Larger than all 35 other insider sales of Class A Common Stock on file. SEC filing
- 2024-08-14 · IlWaddi Holdings: Larger than 21 of the 22 other insider purchases of Class A Common Stock on file. SEC filing
- 2024-05-16 · Tiedemann Michael: Larger than all 22 other insider purchases of Class A Common Stock on file. SEC filing
- 2024-05-15 · Keaney Timothy F: Larger than 20 of the 22 other insider purchases of Class A Common Stock on file. SEC filing
Independent insiders buying near the same time
- 2024-06-03–2024-06-06: 5 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing )
- 2024-05-16–2024-05-23: 7 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing )
- 2024-05-14–2024-05-21: 8 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing )
- 2024-04-02–2024-04-02: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2025-06-03 | Graham Colleen A · Chief Legal, Compl & Risk Ofcr | Class A Common Stock | S — Open market or private sale | −22,934 | 3.47 | SEC filing |
| 2025-06-03 | Moran Kevin P. · President and COO | Class A Common Stock | S — Open market or private sale | −28,509 | 3.47 | SEC filing |
| 2025-06-03 | Keenan Patrick T. · Principal Accounting Officer | Class A Common Stock | S — Open market or private sale | −4,562 | 3.47 | SEC filing |
| 2025-06-03 | Connell Brooke · Pres, US Wealth Mgmt | Class A Common Stock | S — Open market or private sale | −21,462 | 3.47 | SEC filing |
| 2025-06-03 | Tiedemann Michael · Chief Executive Officer | Class A Common Stock | S — Open market or private sale | −42,199 | 3.47 | SEC filing |
| 2025-05-13 | ALLIANZ SE · 10% owner | Series A Preferred Stock | P — Open market or private purchase | +18,471 | 1,000.00 | SEC filing |
| 2024-10-18 | Maliagros Spiros · Pres., Strategic Alternatives | Class A Common Stock | S — Open market or private sale | −6,475 | 4.00 | SEC filing |
| 2024-10-17 | Maliagros Spiros · Pres., Strategic Alternatives | Class A Common Stock | S — Open market or private sale | −1,516 | 4.00 | SEC filing |
Showing 8 of 20 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-17 | Keaney Timothy F · Director | Restricted Stock Units | A — Grant, award, or other acquisition | +53,684 | SEC filing |
| 2026-06-17 | Brophy Warson Tracey · Director | Restricted Stock Units | A — Grant, award, or other acquisition | +34,736 | SEC filing |
| 2026-06-17 | Bouzarif Ali · Director | Restricted Stock Units | A — Grant, award, or other acquisition | +34,736 | SEC filing |
| 2026-06-17 | Cetin Nazim · Director | Restricted Stock Units | A — Grant, award, or other acquisition | +34,736 | SEC filing |
| 2026-06-17 | Wimmer Andreas · Director | Restricted Stock Units | A — Grant, award, or other acquisition | +34,736 | SEC filing |
| 2026-06-17 | Corio Norma · Director | Restricted Stock Units | A — Grant, award, or other acquisition | +34,736 | SEC filing |
| 2026-06-17 | FURLONG MARK F · Director | Restricted Stock Units | A — Grant, award, or other acquisition | +34,736 | SEC filing |
| 2026-06-16 | Corio Norma · Director | Class A Common Stock | M — Exercise or conversion of derivative security | +30,732 | SEC filing |
Showing 8 of 26 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-02-15 | Keenan Patrick T. · Principal Accounting Officer | Restricted Stock Units | D — Disposition to the issuer | −4,966 | SEC filing |
| 2026-02-15 | Keenan Patrick T. · Principal Accounting Officer | Restricted Stock Units | D — Disposition to the issuer | −3,166 | SEC filing |
| 2026-02-15 | Harrington Michael W · Chief Financial Officer | Restricted Stock Units | D — Disposition to the issuer | −27,089 | SEC filing |
| 2026-02-15 | Keenan Patrick T. · Principal Accounting Officer | Restricted Stock Units | D — Disposition to the issuer | −1,243 | SEC filing |
| 2026-01-05 | ALLIANZ SE · 10% owner | Class A Common Stock | J — Other acquisition or disposition | +865,344 | SEC filing |
| 2026-01-05 | ALLIANZ SE · 10% owner | Series A Preferred Stock | J — Other acquisition or disposition | +4,020 | SEC filing |
| 2025-06-30 | ALLIANZ SE · 10% owner | Series A Preferred Stock | J — Other acquisition or disposition | +6,443 | SEC filing |
| 2025-06-30 | ALLIANZ SE · 10% owner | Class A Common Stock | J — Other acquisition or disposition | +1,523,289 | SEC filing |
Showing 8 of 10 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.