Alti Global, INC

Market Movers (8-K)

NASDAQ
AlTi Global, Inc. announces amendments to executive employment agreements, including salary increases and bonus targets for its President and COO, and details the interim CEO's employment terms.
NASDAQ
AlTi Global has appointed Patrick Keenan as Chief Financial Officer, succeeding retiring CFO Michael Harrington effective July 1, 2026.
NASDAQ
AlTi Global, Inc. announced the results of its 2026 Annual Meeting of Stockholders, where two proposals were approved, including the election of seven directors and the ratification of KPMG LLP as its independent auditor.
NASDAQ
AlTi Global announced its first quarter 2026 financial results, showcasing a 28% year-over-year revenue increase to $73 million, driven by AUM growth and investment distributions.
NASDAQ
AlTi Global announced significant revenue and AUM growth for Q4 and full-year 2025, driven by strong market performance, strategic acquisitions, and operational efficiencies.
Capital raise
Better than expected
NASDAQ
AlTi Global, Inc. announced a leadership transition with Michael Tiedemann stepping down as CEO and Nancy Curtin appointed as Interim CEO and to the Board of Directors.

Quarterly Earnings (10-Q)

NASDAQ
AlTi Global, Inc. reported a 26% increase in total revenue for the first quarter of 2026, driven by strong growth in management/advisory fees and distributions from investments.
NASDAQ
AlTi Global, Inc. reported a significantly wider net loss from continuing operations for the third quarter and first nine months of 2025, despite revenue growth, as it navigates strategic divestitures and ongoing internal control remediation.
Worse than expected
Capital raise
NASDAQ
AlTi Global, Inc. reported a significantly wider net loss in Q2 2025 despite revenue growth, driven by increased operating expenses and fair value adjustments, alongside a strategic wind-down of its International Real Estate business.
Worse than expected
Capital raise
NASDAQ
AlTi Global's Q1 2025 shows revenue growth driven by distributions from investments, but net income decreased due to market volatility and increased expenses.
Worse than expected
NASDAQ
AlTi Global's Q3 2024 results show a revenue increase, but also include significant impairment charges and a strategic review of its real estate business.
Worse than expected
Capital raise
NASDAQ
AlTi Global's Q2 2024 results show a complex picture with revenue stability offset by increased expenses and strategic shifts.
Worse than expected
Capital raise

Annual Reports (10-K)

NASDAQ
AlTi Global, Inc. saw significant revenue growth in 2025, driven by wealth management and alternative investments, despite an increased net loss and the strategic divestment of its International Real Estate segment.
Capital raise
Worse than expected
NASDAQ
AlTi Global's 10-K filing reveals a year of strategic shifts, financial results, and forward-looking statements for the global wealth management firm.
Worse than expected
NASDAQ
AlTi Global, Inc. has filed an amendment to its annual report on Form 10-K to include required information on directors, executive compensation, and corporate governance, along with certifications from the CEO and CFO.
Delay expected
Capital raise
NASDAQ
AlTi Global Inc.'s 2023 10-K filing reveals a year of strategic restructuring, revenue growth, and significant non-cash charges.
Worse than expected
Delay expected
Capital raise

Insider Trading (Form 4)

NASDAQ
Allianz SE, through its subsidiary Allianz Strategic Investments S.a.r.l., has reported changes in its beneficial ownership of AlTi Global, Inc. Class A Common Stock and Series A Preferred Stock.
NASDAQ
AlTi Global, Inc. reports a Form 4 filing detailing director Timothy F. Keaney's acquisition of restricted stock units and common stock.
NASDAQ
AlTi Global, Inc. Director Ali Bouzarif has reported transactions involving Class A Common Stock and Restricted Stock Units, including vesting and beneficial ownership details.
NASDAQ
Norma Corio, a Director at AlTi Global, Inc., reported transactions involving restricted stock units and common stock on June 16 and 17, 2026.
NASDAQ
AlTi Global, Inc. director Nazim Cetin reported transactions involving Class A Common Stock and Restricted Stock Units.
NASDAQ
Andreas Wimmer, a Director at AlTi Global, Inc., reported transactions involving restricted stock units and common stock.

Proxy Statements (Def-14A)

NASDAQ
AlTi Global, Inc. has issued its 2026 proxy statement detailing the upcoming annual meeting, director elections, and executive compensation.
Capital raise
NASDAQ
AlTi Global, Inc. is actively soliciting votes from its shareholders for its upcoming 2025 Annual Meeting, addressing key proposals including director elections, auditor ratification, and an equity plan amendment.
NASDAQ
AlTi Global, Inc. has filed an amendment to its definitive proxy statement, providing supplemental information regarding attendance, voting rights, quorum requirements, and voting thresholds for its 2025 annual meeting of stockholders.
NASDAQ
AlTi Global, Inc. announces its 2025 Annual Meeting of Stockholders to be held on June 16, 2025, featuring proposals including director elections, auditor ratification, and stock incentive plan amendment.
NASDAQ
AlTi Global is holding its 2025 Annual Meeting of Stockholders on June 16, 2025, to vote on the election of directors, ratification of the independent auditor, and approval of an amendment to the 2023 Stock Incentive Plan.
Capital raise
NASDAQ
AlTi Global's CEO encourages shareholders to vote on key proposals at the upcoming annual meeting on June 26, 2024, including director elections, stock issuance approval, and a certificate of incorporation amendment.

Institutional Holdings (13F)

NASDAQ
AlTi Global, Inc. has filed its Form 13F-HR for the quarter ended March 31, 2026, detailing its institutional investment holdings.
NASDAQ
AlTi Global, Inc. filed its Form 13F-HR, revealing a total equity portfolio value of approximately $4.26 billion across 683 holdings as of September 30, 2025.
NASDAQ
AlTi Global, Inc. has filed its Form 13F-HR, revealing its institutional investment holdings totaling nearly $4 billion as of June 30, 2025.
NASDAQ
AlTi Global, Inc. reports its holdings for the quarter ended March 31, 2025, revealing a total portfolio value of approximately $3.81 billion.
NASDAQ
AlTi Global, Inc. reports its Q4 2024 holdings, revealing significant positions in various equities and ETFs with a total value of approximately $4.14 billion.
NASDAQ
AlTi Global, Inc. has filed its Form 13F for the quarter ending September 30, 2024, detailing its equity holdings and shared investment discretion.

Schedule 13D - Activist Investments

NASDAQ
Allianz SE filed an amendment to its Schedule 13D disclosing its current 24.86% beneficial ownership stake in AlTi Global, Inc.
Capital raise
NASDAQ
Michael Tiedemann, former CEO of AlTi Global, Inc., has stepped down and, along with related entities, is exploring extraordinary corporate transactions, including a potential take-private acquisition of the company.
Capital raise
NASDAQ
Allianz SE has increased its beneficial ownership in AlTi Global, Inc. to 26.06% through a combination of direct share purchases, warrants, and payment-in-kind dividends from preferred stock.
Capital raise

Schedule 13G - Passive Investments

NASDAQ
Peter Yu, CGC Sponsor LLC, and Pangaea Three-B, LP have disclosed a combined beneficial ownership of 4.94% in AlTi Global, Inc.
NASDAQ
Islet Management, LP and Joseph Samuels have reported a beneficial ownership of 5.27% of ALTi Global, Inc.'s Class A Common Stock.