Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| BOSTON PRIVATE FINANCIAL HOLDINGS INC | 0 | reported | 01 Jul 2021 | tx 24+147,355−147,355 |
| AlTi Global, Inc. | 0 | reported | 15 Feb 2026 | tx 21+1,113,585.11−191,071.37 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 Feb 2026 | EXERCISE | AlTi Global, Inc. | 21,894.49 | 0.00 USD | |
| 15 Feb 2026 | EXERCISE | AlTi Global, Inc. | 28,891.82 | 0.00 USD | |
| 15 Feb 2026 | EXERCISE | AlTi Global, Inc. | 31,412.43 | 0.00 USD | |
| 15 Feb 2026 | EXERCISE | AlTi Global, Inc. | 31,412.43 | 0.00 USD | deriv |
| 15 Feb 2026 | EXERCISE | AlTi Global, Inc. | 21,894.49 | 0.00 USD | deriv |
| 15 Feb 2026 | EXERCISE | AlTi Global, Inc. | 28,891.82 | 0.00 USD | deriv |
| 22 May 2025 | GRANT_AWARD | AlTi Global, Inc. | 38,829.79 | 0.00 USD | deriv |
| 27 Jun 2025 | GRANT_AWARD | AlTi Global, Inc. | 593,667.55 | 0.00 USD | deriv |
| 03 Jun 2025 | SALE | AlTi Global, Inc. | 22,934.03 | 3.47 USD | |
| 19 Mar 2025 | GRANT_AWARD | AlTi Global, Inc. | 86,675.46 | 0.00 USD | deriv |
| 15 Feb 2025 | EXERCISE | AlTi Global, Inc. | 31,412.43 | 0.00 USD | |
| 15 Feb 2025 | EXERCISE | AlTi Global, Inc. | 21,894.49 | 0.00 USD | |
| 15 Feb 2025 | EXERCISE | AlTi Global, Inc. | 21,894.49 | 0.00 USD | deriv |
| 15 Feb 2025 | EXERCISE | AlTi Global, Inc. | 31,412.43 | 0.00 USD | deriv |
| 04 Jun 2024 | GRANT_AWARD | AlTi Global, Inc. | 94,237.03 | 0.00 USD | deriv |
| 05 Jun 2024 | GRANT_AWARD | AlTi Global, Inc. | 77,092.13 | 0.00 USD | deriv |
| 15 Feb 2024 | TAX_WITHHOLDING | AlTi Global, Inc. | 10,737.19 | 5.65 USD | |
| 15 Feb 2024 | EXERCISE | AlTi Global, Inc. | 21,894.49 | 0.00 USD | |
| 15 Feb 2024 | EXERCISE | AlTi Global, Inc. | 21,894.49 | 0.00 USD | deriv |
| 19 Dec 2023 | GRANT_AWARD | AlTi Global, Inc. | 12,048 | 0.00 USD | deriv |
| 31 May 2023 | GRANT_AWARD | AlTi Global, Inc. | 53,635 | 0.00 USD | deriv |
| 01 Jul 2021 | OTHER | BOSTON PRIVATE FINANCIAL HOLDINGS INC | 4,801 | 0.00 USD | |
| 01 Jul 2021 | OTHER | BOSTON PRIVATE FINANCIAL HOLDINGS INC | 2,106 | 0.00 USD | deriv |
| 01 Jul 2021 | OTHER | BOSTON PRIVATE FINANCIAL HOLDINGS INC | 17,992 | 0.00 USD | deriv |
| 01 Jul 2021 | OTHER | BOSTON PRIVATE FINANCIAL HOLDINGS INC | 5,953 | 0.00 USD | deriv |