Filing Date | 
					T Date | 
					Ticker | 
										Sector | 
					Ind | Industry |  
						Owner | 
						oSt | 
						Rel | 
						Title | 
					#f |  
					T | 
					TVal | 
					Price | 
					L | 
					Qty | 
					oc | 
					Own | 
					H | 
					r2y | 
					r1y | 
					r6m | 
					r3m | 
					r6w | 
					r3w | 
					r7d | 
					r3d | 
					f1d | 
					f1w | 
					f1m | 
					f3m | 
					f6m | 
					f1y | 
				
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
7/22/25 20:34  | 6/3/25  | ALTI | Financ | InvAdv | Investment Advice | Keenan Patrick T. | NY | O | Principa | 1 | S | -16 | 3.47 | 0 | -5 | 7 | D | |||||||||||||||
6/5/25 11:25  | 6/3/25  | ALTI | Financ | InvAdv | Investment Advice | Moran Kevin P. | NY | O | P,COO | 2 | S | -649 | 3.91 | 0 | -166 | 60 | D | |||||||||||||||
6/5/25 11:24  | 6/3/25  | ALTI | Financ | InvAdv | Investment Advice | Connell Brooke | NY | O | P,US Wea | 1 | S | -74 | 3.47 | 0 | -21 | 216 | D | |||||||||||||||
6/5/25 11:24  | 6/3/25  | ALTI | Financ | InvAdv | Investment Advice | Tiedemann Michael | NY | DO | CEO | 1 | S | -146 | 3.47 | 0 | -42 | 678 | D | |||||||||||||||
6/5/25 11:23  | 6/3/25  | ALTI | Financ | InvAdv | Investment Advice | Graham Colleen A | NY | O | Chief Le | 1 | S | -80 | 3.47 | 0 | -23 | 42 | D | |||||||||||||||
10/21/24 15:32  | 10/17/24  | ALTI | Financ | InvAdv | Investment Advice | Maliagros Spiros | NY | O | P,Strate | 19 | S.m | -421 | 4.48 | 0 | -94 | 479 | D | 
| D | Derivative transaction in filing (usually option exercise) | 
| M | Multiple transactions in filing; earliest reported transaction date and weighted average transaction price | 
| A | Amended filing | 
| E | Error detected in filing | 
| S - Sale | Sale of securities on an exchange or to another person | 
| S - Sale+OE | Sale of securities on an exchange or to another person (after option exercise) | 
| F - Tax | Payment of exercise price or tax liability using portion of securities received from the company | 
| P - Purchase | Purchase of securities on an exchange or from another person |