ALTI Insider Trading

AlTi Global, Inc. (ALTI) operates in the Financial Services sector, specifically the Asset Management - Global industry, with a market capitalization near $358.6M, listed on NASDAQ, employing roughly 465 people, carrying a beta of 0.74 to the broader market. AlTi Global, Inc. Led by Nancy Curtin, public since 2021-04-27.

In the last 12 months, AlTi Global, Inc. insiders made 0 buy transactions and 0 sale transactions.

DateNameTypeSharesPriceValue
Jul 2, 2026ALLIANZ SEJ-Other1,272,328.52$0.00$127
Jul 2, 2026ALLIANZ SEJ-Other4,117.76$8.70$35.8K
Jun 18, 2026Keaney Timothy FM-Exempt47,495.32$0.00$0
Jun 18, 2026Keaney Timothy FA-Award53,683.645$0.00$0
Jun 18, 2026Keaney Timothy FM-Exempt47,495.32$0.00$0
Jun 18, 2026Bouzarif AliM-Exempt30,732.266$0.00$0
Jun 18, 2026Bouzarif AliA-Award34,736.476$0.00$0
Jun 18, 2026Bouzarif AliM-Exempt30,732.266$0.00$0
Jun 18, 2026Corio NormaM-Exempt30,732.266$0.00$0
Jun 18, 2026Corio NormaA-Award34,736.476$0.00$0

ALTI Insider Activity by Quarter

Reported Form 4 and Form 5 lines under ALTI's own SEC company ID, by transaction date, back to Q4 2024. Purchases and sales are code P / S (open market or private) in the company's shares; other lines are purchases and sales of other securities (options, warrants, preferred), awards, exercises, tax withholding, gifts and other acquisitions and dispositions. Later filings and amendments can change the current quarter. Earlier quarters are not shown: the filings read reach back to Jul 31, 2015, and a quarter counts only when every filing for it was read. 37 lines filed under another SEC company ID are not counted.

QuarterPurchasesBoughtSalesSoldOther Lines
Q4 2026 (so far)0N/A0N/A0
Q3 20260N/A0N/A2
Q2 20260N/A0N/A21
Q1 20260N/A0N/A45
Q4 20250N/A0N/A0
Q3 20250N/A0N/A6
Q2 20250N/A5$415.2K42
Q1 20250N/A0N/A28
Q4 20240N/A2$32.0K0

Filings Under Another SEC Company ID

37 filing lines on file were filed under an SEC company ID (CIK) other than ALTI's (1838615). Such a filing can be a predecessor company's (one that reorganized, redomiciled or converted files under a new CIK), a former holder of the ALTI ticker's, or another company's that ALTI or its insiders report holding; the CIK alone does not say which. They are not counted in the figures above.

CIKLinesDatesSecurities
162070236Jul 31, 2015 to Dec 28, 2017Restricted Stock Units (Class A common stock), Class A Common Stock, Common Stock, Class A, $0.01 par value
10165461Nov 28, 2012N/A

ALTI Institutional Ownership (13F)

As of Jun 30, 2026 (Q2 2026), 76 institutions reported holding 34,902,937 ALTI shares, valued at $126.0M as reported, 24.5% of its market cap (market cap of Jun 26, 2026). That is -8 institutions from the quarter before. Among managers whose reports for both quarters are comparable, 8 opened a position, 13 closed one, 38 added and 13 trimmed.

Top Holders, Q2 2026

ManagerSharesValueChange
Allianz SE21,707,214$78.4MUnchanged
BlackRock, Inc.3,181,284$11.5M+534,360
VANGUARD CAPITAL MANAGEMENT LLC2,014,518$7.3M+376,951
GEODE CAPITAL MANAGEMENT, LLC1,289,528$4.7M+142,256
STATE STREET CORP847,248$3.1M+11,540
BlueCrest Capital Management Ltd825,000$3.0M+626,053
AlTi Global, Inc.773,167$2.8MUnchanged
NORTHERN TRUST CORP400,719$1.4M+70,002
CHARLES SCHWAB INVESTMENT MANAGEMENT INC369,491$1.3M+22,501
BOKF, NA357,536$1.3MUnchanged

By Quarter

QuarterInstitutionsSharesValue
Q2 20267634,902,937$126.0M
Q1 20268433,837,590$122.5M
Q4 20257632,052,328$148.7M
Q3 20257432,536,694$115.9M
Q2 20256330,640,735$127.2M
Q1 20255729,522,839$89.8M
Q4 20245729,675,465$131.0M
Q3 20245328,296,975$105.8M
Q2 2024477,322,100$38.2M

From the SEC's Form 13F data sets: investment managers with $100 million or more in Section 13(f) securities report their holdings each quarter, up to 45 days after it ends; a restated filing replaces the original, and values are as the managers reported them (a position whose price runs about 1,000 times below other managers', from a manager whose positions mostly do, is read as reported in thousands of dollars). The same shares can be reported by more than one manager, so totals can count some twice.

ETFs Holding ALTI

FundWeight of ALTIShares (as reported)Value (as reported)Source updated
IWM iShares Russell 2000 ETF0.00%1,242,968$3.4MOct 8, 2026
SCHA Schwab U.S. Small-Cap ETF0.00%316,194$898.3KOct 8, 2026
IWO iShares Russell 2000 Growth ETF0.00%210,351$580.6KOct 8, 2026
IWC iShares Micro-Cap ETF0.03%156,681$432.4KOct 8, 2026
RSSL Global X - Russell 2000 ETF0.00%24,131$69.5KOct 7, 2026
DCOR U.S. Core Equity 1 Portfolio ETF Class Shares0.00%9,184$26.4KOct 8, 2026
DFAC Dimensional - US Core Equity 2 ETF0.00%6,627$19.1KOct 8, 2026
DXUV U.S. Vector Equity Portfolio ETF Class Shares0.00%4,312$12.4KOct 8, 2026
ITWO ProShares Russell 2000 High Income ETF0.00%2,922$8.1KOct 8, 2026
URTY ProShares - UltraPro Russell20000.00%2,056$5.7KOct 8, 2026
UWM ProShares - Ultra Russell20000.00%1,261$3.5KOct 8, 2026
DFSU Dimensional - US Sustainability Core 1 ETF0.00%847$2.3KOct 8, 2026
HDG ProShares - Hedge Replication ETF0.00%61$168Oct 8, 2026

From each fund's latest holdings file on record that shows ALTI's listed security itself. A file counts when its line count is consistent with the fund's reported holdings count (at most twice it plus 10, or at most 1,000 lines for a reported count of exactly 10, which the data source gives many funds as a cap), read with that file or inherited from the fund's last classified file (within 20% of its line count, read within 60 days). Funds whose line for the company could not be confirmed as ALTI's listed security, or that hold it through underlying funds (look-through), are not listed. Only long positions count: a fund is left out when any of its lines for ALTI reports a negative weight, share count or value, or none of them above zero (a short position, or figures that disagree). Shares, value and weight are as reported in each fund's file, dated by the data source's last update of that file (not the date of the positions); the weight is ALTI's share of that fund.

How to Read ALTI Insider Activity

Net insider activity is balanced over the trailing twelve months: 0 buys against 0 sales. Balanced activity typically reflects routine compensation-related vesting and tax-driven liquidity rather than directional information signals. The transaction table above includes the filer's reporting name, transaction type, share count, per-share price, and total dollar value where computable. For options traders, insider activity is one input to event-driven sizing alongside earnings calendar, analyst-rating cluster moves, and the implied-vol surface. Form 4 filings (the dominant Section 16 reporting form) must be submitted within two business days of the transaction; clusters of buys across multiple insiders within a short window are the strongest informational pattern. SEC EDGAR carries the underlying source filings for verification and additional historical depth.

Learn how insider trading is reported and how to read the data →

Frequently asked ALTI insider trading questions

How active are ALTI insiders right now?
Over the trailing twelve months, AlTi Global, Inc. (ALTI) insiders made 0 buy transactions and 0 sale transactions. Net insider activity over the trailing twelve months is balanced (0 buys, 0 sales). The transaction list above shows the most recent filings; each entry includes the insider's name, transaction type, share count, and per-share price.
What counts as an insider transaction?
Section 16 of the Securities Exchange Act requires officers, directors, and 10% beneficial-owner shareholders to disclose changes in their holdings via Form 3 (initial statement), Form 4 (subsequent transactions, filed within two business days), and Form 5 (annual catch-up). Insider transactions cover open-market purchases and sales, exercise of stock options, gifts, and grants. The "transaction type" field on each row distinguishes these subcategories.
Are ALTI insider buys a bullish signal?
Insider purchases (Type P, made on the open market or privately; the code covers both) carry more informational weight than insider sales: an insider must commit personal capital, and the SEC scrutinizes purchases under Rule 10b5-1 for material non-public information. Sales, by contrast, are often driven by liquidity, tax planning, or pre-scheduled 10b5-1 trading plans rather than negative information. Cluster buying (multiple insiders buying within a short window) is a stronger signal than isolated buys.
How do ALTI insider transactions affect options pricing?
Insider transaction data does not directly drive implied volatility, but Form 4 disclosures can move single-name IV if the size or timing is unusual (e.g. a large CEO buy ahead of an earnings window). Options markets price the marginal informational content; routine transactions under pre-scheduled plans are typically ignored. For event-driven options sizing, pair the insider transaction history with the upcoming earnings calendar.