Home/Filings/4/0000950170-24-041998
4//SEC Filing

Smith Craig Lindsay 4

Accession 0000950170-24-041998

CIK 0001838615other

Filed

Apr 3, 8:00 PM ET

Accepted

Apr 4, 7:49 PM ET

Size

9.3 KB

Accession

0000950170-24-041998

Insider Transaction Report

Form 4
Period: 2024-03-11
Transactions
  • Exercise/Conversion

    Class A Common Stock

    2024-03-11+75,000142,362.28 total
  • Disposition to Issuer

    Class A Common Stock

    2024-04-02$5.05/sh106,102.28$535,81736,260 total
  • Exercise/Conversion

    Class B Common Stock

    2024-03-1175,0002,072,165 total
    Class A Common Stock (75,000 underlying)
Footnotes (1)
  • [F1]Each Class B Unit (a "Class B Unit") of AlTi Global Capital, LLC ("Umbrella") is paired with a share of Class B Common Stock of the Issuer ("Class B Common Stock", and together with a Class B Unit, a "Paired Interest"). Pursuant to the Third Amended and Restated Limited Liability Agreement, dated as of July 31, 2023 (as amended from time to time, the "LLC Agreement"), of Umbrella, a Paired Interest is exchangeable at any time for a share of Class A Common Stock of the Issuer ("Class A Common Stock") on a one-for-one basis, subject to equitable adjustments for stock splits, stock dividends and reclassifications. As the holder exchanges the Paired Interests pursuant to the LLC Agreement, the shares of Class B Common Stock included in the Paired Interests will automatically be canceled and the Class B Common Units included in the Paired Interests shall be automatically transferred to the Issuer and converted into and become an equal number of Class A Common Units in Umbrella.

Documents

1 file

Issuer

AlTi Global, Inc.

CIK 0001838615

Entity typeother

Related Parties

1
  • filerCIK 0001959721

Filing Metadata

Form type
4
Filed
Apr 3, 8:00 PM ET
Accepted
Apr 4, 7:49 PM ET
Size
9.3 KB