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AlTi Global, Inc. (ALTI)

USD3.54 +0.08 (+2.44%)
US NASDAQ Financial Services Asset Management - Global
Address 520 Madison Avenue 10022
New York City, NY, US
CEO Nancy Curtin
IPO 2021-04-27
CIK 1838615 ISIN US02157E1064

Explore sections of this company profile

Also trades on NASDAQ Capital Market · ALTI (USD) NASDAQ Capital Market · GLBLU (USD) NASDAQ Capital Market · GLBLW (USD)
Description

AlTi Global, Inc., a New York-headquartered financial services firm, delivers comprehensive wealth and asset management solutions to a global clientele, including individuals, families, foundations, and institutions. The company provides a broad spectrum of services, ranging from discretionary and non-discretionary investment management to specialized trust and administration offerings. Its extensive family office services encompass intergenerational wealth transfer, multi-generational education, strategic financial planning, fiduciary oversight, outsourced CFO capabilities, philanthropic advisory, and bespoke lifestyle management. In addition to wealth management, AlTi Global offers robust merchant banking and corporate advisory services. These include merger and acquisition guidance, corporate brokerage, private placements, public company and initial public offering (IPO) advisory, independent board counsel, and structured finance solutions, catering to entrepreneurs and businesses. The firm’s core investment capabilities involve crafting investment strategies, optimizing asset allocation, rigorous manager selection, risk management, portfolio construction and implementation, and detailed reporting. AlTi Global actively manages or advises on substantial combined assets, structures co-investment opportunities in various alternative assets, and oversees both public and private investment funds. It also supports financial services professionals and provides specialized consulting in impact investing, along with manager selection, monitoring, and due diligence. Complementing these offerings are services like legal coordination, strategic business planning, estate planning, trustee placement research, tax planning, and concierge support. The company rebranded from Alvarium Tiedemann Holdings, Inc. to AlTi Global, Inc. in April 2023.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD3.54 +0.08 (+2.44%)
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Volume Profile
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Liquidity & share structure
Average Volume
212.4K
Beta
0.73
Float Shares
58.17M
Free Float %
58.2%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-3.36% -9.45% -10.85% -21.23% -11.08% -25.65% -3.09% -36.23% -64.62% -64.58% -64.58%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (1 ratings, all time) Strong Buy
Price Targets & DCF
Current price
3.54
Low 9.00 +153.9%
Consensus 9.00 +153.9%
Median 9.00 +153.9%
High 9.00 +153.9%
Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 1 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year
All Time 1
9.00
+153.9%
Quality scores
Altman Z-Score
0.66
Distress
Piotroski F-Score
3 / 9
Average
MOAT Score
1 / 10
No MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Financial Services: +14.1%
    +23.2% Q1'26: +26.1% (vs Q1'25)
  • EPS growth Financial Services: +20.7%
    +4.7% Q1'26: +295.2% (vs Q1'25)
  • FCF margin FCF growth · Financial Services: +34.4%
    -49.9% Q1'26: +7.3% (vs Q1'25)
  • EBIT margin Financial Services: +27.4%
    -41.1% Q1'26: +0.0% (vs Q1'25)
  • ROIC Financial Services: +5.1%
    -11.7% Q1'26: +0.0% (vs Q1'25)
  • Share dilution Financial Services: +0.0%
    +25.3% Q1'26: +5.3% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Financial Services: 0.06×
    -0.71× Q1'26: 1.23× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.75) × ERP
WACC = 86% × Ke + 14% × Kd (4.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 3.54
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
1 Rev. Ana.
1 EPS Ana.
Dec 2027
1 Rev. Ana.
1 EPS Ana.
Revenue
246.92M
est: 226.00M (+9.3%)
206.94M
est: 228.20M (-9.3%)
254.96M
est: 254.90M (+0.0%)
299.80M
299.80M – 299.80M
+17.6% YoY
332.00M
332.00M – 332.00M
+10.7% YoY
EBITDA
-290.21M
est: -74.49M (-289.6%)
-158.74M
est: -93.64M (-69.5%)
-86.34M
est: -104.60M (+17.5%)
-123.02M
-123.02M – -123.02M
-17.6% YoY
-136.23M
-136.23M – -136.23M
-10.7% YoY
EBIT
-307.25M
est: -85.77M (-258.2%)
-173.29M
est: -102.78M (-68.6%)
-104.78M
est: -114.80M (+8.7%)
-135.02M
-135.02M – -135.02M
-17.6% YoY
-149.53M
-149.53M – -149.53M
-10.7% YoY
Net Income
-165.58M
est: -796.9K (-20,677.7%)
-103.03M
est: -2.00M (-5,058.5%)
-119.70M
est: 27.96M (-528.1%)
27.96M
27.96M – 27.96M
+0.0% YoY
43.94M
43.94M – 43.94M
+57.1% YoY
SGA
114.96M
est: 78.84M (+45.8%)
104.00M
est: 83.61M (+24.4%)
83.98M
est: 93.39M (-10.1%)
109.84M
109.84M – 109.84M
+17.6% YoY
121.64M
121.64M – 121.64M
+10.7% YoY
EPS
-2.70
est: -0.01 (-26,900.0%)
-1.29
est: -0.02 (-6,350.0%)
-1.23
est: 0.28 (-539.3%)
0.28
0.28 – 0.28
+0.0% YoY
0.44
0.44 – 0.44
+57.1% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-08 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-05-07 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-05-06 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-05-05 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-05-04 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-05-01 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-30 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-29 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-28 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-27 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-24 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-23 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-22 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-21 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-20 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-17 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-16 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-43.05M
OE per share TTM
-0.45
Owner's Yield
-7.68%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
18.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
25
Total invested
6.13M
Insider transactions (90d)
0
Beneficial owners (>5%)
23
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 ALLIANZ SE 24.32M 25.32% 24.32M 24.32M FI 2024-08-07
2 IlWaddi Cayman Holdings 18.36M 31.30% 18.36M 18.36M OO 2023-01-13
3 J.H. Al-Thani 18.36M 31.30% 18.36M 18.36M IN 2023-01-13
4 Global Goldfield Limited 11.16M 19.10% 11.16M 11.16M FI China (Hong Kong) 2023-01-13
5 YEUNG Sai Hong 11.16M 19.10% 11.16M 11.16M HC, IN China (Hong Kong) 2023-01-13
6 Michael Tiedemann 11.01M 9.70% 5.65M 5.36M 5.65M 5.36M IN 2023-01-13
7 Drew Figdor 9.65M 8.50% 9.65M 9.65M IN 2023-01-13
8 Three-B, 8.55M 19.80% 8.55M 8.55M OO 2022-02-11
9 Pangaea Three-B, LP 5.80M 6.30% 5.80M 11.00 OO United States of America 2024-11-04
10 Peter Yu 5.80M 6.30% 5.80M 11.00 IN United States of America 2024-11-04
11 CGC Sponsor LLC 3.57M 3.90% 3.57M 11.00 OO United States of America 2024-11-04
12 Michael Glenn Tiedemann 2012 Delaware Trust 2.75M 2.40% 2.75M 2.75M OO 2023-01-13
13 Barclays PLC 1.88M 5.46% 1.88M HC England, United Kingdom 2023-01-27
14 Chauncey Close, LLC 1.87M 1.60% 1.87M 1.87M CO 2023-01-13
15 Barclays Bank PLC 1.38M 4.01% 1.38M BD England, United Kingdom 2023-01-27
16 Tiedemann 738.3K 0.70% 738.3K 738.3K OO 2023-01-13
17 Barclays Capital Inc. 500.0K 1.45% 500.0K BD England, United Kingdom 2023-01-27
18 CALC IV LP 10.00 12.00% 5.1K HC, PN Delaware 2021-05-28
19 Citadel Securities GP LLC 10.00 12.00% 5.1K HC, OO Delaware 2021-05-28
20 Citadel Securities LLC 10.00 12.00% 5.1K BD, OO Delaware 2021-05-28
21 2. 10.00 5.00% 1.73M HC, PN Delaware 2021-05-28
22 Citadel GP LLC 10.00 5.00% 1.73M HC, OO Delaware 2021-05-28
23 Kenneth Griffin 10.00 5.00% 1.73M HC, IN Delaware 2021-05-28

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
25
-52 vs prev Q
New positions
4
Closed positions
54
Increased
8
Reduced
6
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 ALLIANZ SE 20.84M +— (+0.0%) 96.71M +22.5M (+30.3%) 20.86% +0.000 pp 1.25% -0.331 pp USD3.73 +24.4% 6 qtrs
2 BLACKROCK, INC. 2.69M +21.9K (+0.8%) 12.46M +3.0M (+31.4%) 2.69% +0.022 pp 0.00% +0.000 pp USD3.81 +21.8% 6 qtrs
3 VANGUARD GROUP INC 2.18M +148.6K (+7.3%) 10.13M +2.9M (+39.9%) 2.19% +0.149 pp 0.00% +0.000 pp USD5.58 -16.8% 11 qtrs
4 GEODE CAPITAL MANAGEMENT, LLC 1.13M -31.9K (-2.7%) 5.25M +1.1M (+26.8%) 1.13% -0.032 pp 0.00% +0.000 pp USD5.66 -18.0% 11 qtrs
5 STATE STREET CORP 776.3K +60.2K (+8.4%) 3.60M +1.1M (+41.3%) 0.78% +0.060 pp 0.00% +0.000 pp USD6.11 -24.1% 11 qtrs
6 CARTESIAN GROWTH CORP 773.2K +4.0 (+0.0%) 3.59M +833.9K (+30.3%) 0.77% +0.000 pp 0.08% +0.012 pp USD6.13 -24.3% 9 qtrs
7 YORKVILLE ADVISORS GLOBAL, LP 649.2K +201.7K (+45.1%) 3.01M +1.4M (+89.1%) 0.65% +0.202 pp 1.90% +1.282 pp USD3.90 +19.0% 2 qtrs
8 BOKF, NA 387.3K -208.6K (-35.0%) 1.80M -324.2K (-15.3%) 0.39% -0.209 pp 0.03% -0.004 pp USD4.41 +5.2% 5 qtrs
9 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 356.3K -5.8K (-1.6%) 1.65M +364.2K (+28.3%) 0.36% -0.006 pp 0.00% +0.000 pp USD5.51 -15.8% 11 qtrs
10 NORTHERN TRUST CORP 319.6K -14.8K (-4.4%) 1.48M +292.5K (+24.6%) 0.32% -0.015 pp 0.00% +0.000 pp USD5.85 -20.7% 11 qtrs
11 UBS GROUP AG 189.8K -308.3K (-61.9%) 880.6K -892.6K (-50.3%) 0.19% -0.309 pp 0.00% 0.000 pp USD4.35 +6.7% 11 qtrs
12 RAYMOND JAMES FINANCIAL INC 183.2K +183.2K (+100.0%) 849.8K +849.8K (+100.0%) 0.18% +0.183 pp 0.00% +0.000 pp USD4.64 +0.0% 3 qtrs
13 NEWEDGE WEALTH, LLC 119.9K +— (+0.0%) 556.3K +76.7K (+16.0%) 0.12% +0.000 pp 0.01% -0.001 pp USD4.38 +5.9% 5 qtrs
14 SUMMIT TRAIL ADVISORS, LLC 101.0K +— (+0.0%) 468.8K +109.1K (+30.3%) 0.10% +0.000 pp 0.01% +0.003 pp USD4.15 +11.8% 3 qtrs
15 BANK OF NEW YORK MELLON CORP 99.2K -8.1K (-7.6%) 460.2K +78.2K (+20.5%) 0.10% -0.008 pp 0.00% +0.000 pp USD5.67 -18.2% 11 qtrs
16 MORGAN STANLEY 85.0K +16.9K (+24.7%) 394.4K +151.8K (+62.6%) 0.09% +0.017 pp 0.00% +0.000 pp USD5.23 -11.3% 11 qtrs
17 PERMANENS CAPITAL L.P. 77.8K +— (+0.0%) 361.1K +84.0K (+30.3%) 0.08% +0.000 pp 0.05% +0.006 pp USD4.15 +11.8% 3 qtrs
18 BARCLAYS PLC 67.6K +23.1K (+52.0%) 313.5K +147.2K (+88.6%) 0.07% +0.023 pp 0.00% +0.000 pp USD4.58 +1.3% 11 qtrs
19 DIMENSIONAL FUND ADVISORS LP 66.8K +14.6K (+28.1%) 310.0K +124.3K (+66.9%) 0.07% +0.015 pp 0.00% +0.000 pp USD4.13 +12.3% 5 qtrs
20 GOLDMAN SACHS GROUP INC 63.7K +5.2K (+8.8%) 295.6K +87.2K (+41.9%) 0.06% +0.005 pp 0.00% +0.000 pp USD4.41 +5.2% 11 qtrs
21 JANE STREET GROUP, LLC 54.4K -18.6K (-25.5%) 252.6K -7.4K (-2.8%) 0.05% -0.019 pp 0.00% +0.000 pp USD3.56 +30.3% 2 qtrs
22 NUVEEN, LLC 52.1K +— (+0.0%) 241.7K +56.2K (+30.3%) 0.05% +0.000 pp 0.00% +0.000 pp USD3.04 +52.6% 4 qtrs
23 WELLS FARGO & COMPANY/MN 48.5K +15.9K (+48.7%) 225.1K +109.0K (+93.8%) 0.05% +0.016 pp 0.00% +0.000 pp USD4.87 -4.7% 11 qtrs
24 BANK OF AMERICA CORP /DE/ 44.7K +13.1K (+41.6%) 207.2K +94.9K (+84.5%) 0.04% +0.013 pp 0.00% +0.000 pp USD4.77 -2.7% 11 qtrs
25 CITADEL ADVISORS LLC 44.6K +9.2K (+25.9%) 206.8K +80.8K (+64.2%) 0.04% +0.009 pp 0.00% +0.000 pp USD3.78 +22.8% 4 qtrs
26 INVESCO LTD. 39.8K -274.0 (-0.7%) 184.8K +42.0K (+29.4%) 0.04% 0.000 pp 0.00% +0.000 pp USD3.43 +35.3% 5 qtrs
27 SUSQUEHANNA INTERNATIONAL GROUP, LLP 38.5K +38.5K (+100.0%) 178.6K +178.6K (+100.0%) 0.04% +0.039 pp 0.00% +0.000 pp USD4.64 +0.0% 1 qtrs NEW
28 AQR CAPITAL MANAGEMENT LLC 37.4K +2.8K (+8.2%) 173.6K +50.5K (+41.0%) 0.04% +0.003 pp 0.00% +0.000 pp USD3.78 +22.8% 4 qtrs
29 SIMPLEX TRADING, LLC 34.9K +32.7K (+1,511.7%) 161.8K +154.8K (+2,210.7%) 0.03% +0.033 pp 0.00% +0.000 pp USD4.57 +1.5% 2 qtrs
30 ALLIANCEBERNSTEIN L.P. 32.4K +— (+0.0%) 150.2K +34.9K (+30.3%) 0.03% +0.000 pp 0.00% +0.000 pp USD4.63 +0.2% 7 qtrs
31 RHUMBLINE ADVISERS 32.0K -2.2K (-6.5%) 148.5K +26.6K (+21.8%) 0.03% -0.002 pp 0.00% +0.000 pp USD6.00 -22.7% 11 qtrs
32 DEUTSCHE BANK AG\ 30.0K +30.0K (+100.0%) 139.3K +139.3K (+100.0%) 0.03% +0.030 pp 0.00% +0.000 pp USD4.64 +0.0% 10 qtrs
33 JPMORGAN CHASE & CO 29.9K -20.4K (-40.6%) 138.6K -40.3K (-22.5%) 0.03% -0.020 pp 0.00% +0.000 pp USD4.25 +9.2% 11 qtrs
34 PRICE T ROWE ASSOCIATES INC /MD/ 27.9K +6.2K (+28.6%) 130.0K +52.0K (+66.7%) 0.03% +0.006 pp 0.00% +0.000 pp USD4.47 +3.8% 7 qtrs
35 BREVAN HOWARD CAPITAL MANAGEMENT LP 27.6K -11.7K (-29.8%) 126.5K -11.9K (-8.6%) 0.03% -0.012 pp 0.00% +0.001 pp USD4.15 +11.8% 5 qtrs
36 GAM HOLDING AG 25.8K +25.8K (+100.0%) 119.6K +119.6K (+100.0%) 0.03% +0.026 pp 0.01% +0.008 pp USD4.64 +0.0% 1 qtrs NEW
37 OASIS MANAGEMENT CO LTD. 25.0K +— (+0.0%) 116.0K +27.0K (+30.3%) 0.03% +0.000 pp 0.01% -0.001 pp USD4.92 -5.7% 7 qtrs
38 FLPUTNAM INVESTMENT MANAGEMENT CO 25.0K +— (+0.0%) 116.0K +27.0K (+30.3%) 0.03% +0.000 pp 0.00% +0.000 pp USD3.04 +52.6% 4 qtrs
39 TORONTO DOMINION BANK 25.0K +— (+0.0%) 116.0K +27.0K (+30.3%) 0.03% +0.000 pp 0.00% +0.000 pp USD3.56 +30.3% 2 qtrs
40 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 20.1K +114.0 (+0.6%) 93.4K +22.1K (+31.1%) 0.02% +0.000 pp 0.00% +0.000 pp USD4.37 +6.2% 7 qtrs
41 GRANITE FO LLC 19.4K +— (+0.0%) 90.2K +21.0K (+30.3%) 0.02% +0.000 pp 0.05% +0.011 pp USD3.98 +16.6% 8 qtrs
42 METLIFE INVESTMENT MANAGEMENT, LLC 16.5K -9.5K (-36.5%) 76.4K -15.9K (-17.2%) 0.02% -0.010 pp 0.00% 0.000 pp USD4.15 +11.8% 11 qtrs
43 INTECH INVESTMENT MANAGEMENT LLC 16.3K -2.2K (-12.0%) 75.5K +9.7K (+14.7%) 0.02% -0.002 pp 0.00% +0.000 pp USD3.71 +25.1% 5 qtrs
44 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 15.2K +— (+0.0%) 70.3K +16.4K (+30.3%) 0.02% +0.000 pp 0.00% +0.000 pp USD3.94 +17.8% 5 qtrs
45 XTX TOPCO LTD 13.5K +13.5K (+100.0%) 62.9K +62.9K (+100.0%) 0.01% +0.014 pp 0.00% +0.002 pp USD4.64 +0.0% 1 qtrs NEW
46 MANUFACTURERS LIFE INSURANCE COMPANY, THE 13.4K -3.4K (-20.1%) 62.2K +2.5K (+4.2%) 0.01% -0.003 pp 0.00% +0.000 pp USD4.73 -1.9% 9 qtrs
47 MILLENNIUM MANAGEMENT LLC 11.7K -13.9K (-54.3%) 54.2K -36.7K (-40.4%) 0.01% -0.014 pp 0.00% +0.000 pp USD3.56 +30.3% 2 qtrs
48 STRATOS WEALTH PARTNERS, LTD. 10.0K -20.0K (-66.7%) 46.4K -60.4K (-56.6%) 0.01% -0.020 pp 0.00% -0.001 pp USD3.56 +30.3% 2 qtrs
49 BNP PARIBAS ARBITRAGE, SNC 10.0K +1.3K (+14.5%) 46.4K +15.3K (+49.2%) 0.01% +0.001 pp 0.00% +0.000 pp USD4.00 +16.0% 5 qtrs
50 ROYAL BANK OF CANADA 5.5K -35.9K (-86.7%) 26.0K -122.0K (-82.4%) 0.01% -0.036 pp 0.00% +0.000 pp USD3.98 +16.6% 11 qtrs
51 FMR LLC 4.4K +61.0 (+1.4%) 20.2K +4.9K (+32.2%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.39 +5.7% 11 qtrs
52 AMERITAS INVESTMENT PARTNERS, INC. 4.3K +— (+0.0%) 20.2K +4.7K (+30.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.55 -16.4% 11 qtrs
53 LEGAL & GENERAL GROUP PLC 3.9K +— (+0.0%) 18.0K +4.2K (+30.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD6.13 -24.3% 10 qtrs
54 RUSSELL INVESTMENTS GROUP, LTD. 3.8K +111.0 (+3.0%) 17.6K +4.5K (+34.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD3.62 +28.2% 6 qtrs
55 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 2.7K +220.0 (+9.0%) 12.4K +3.7K (+42.1%) 0.00% +0.000 pp 0.00% +0.000 pp USD7.53 -38.4% 11 qtrs
56 STERLING CAPITAL MANAGEMENT LLC 2.5K -443.0 (-15.1%) 11.6K +1.1K (+10.7%) 0.00% 0.000 pp 0.00% +0.000 pp USD3.80 +22.1% 6 qtrs
57 TOWER RESEARCH CAPITAL LLC (TRC) 2.2K -1.0K (-31.5%) 10.4K -1.2K (-10.7%) 0.00% -0.001 pp 0.00% 0.000 pp USD4.52 +2.7% 11 qtrs
58 CWM, LLC 2.0K +165.0 (+9.2%) 9.0K +3.0K (+50.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD3.95 +17.5% 6 qtrs
59 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 1.5K +— (+0.0%) 7.0K +1.6K (+30.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.41 +5.2% 5 qtrs
60 AMALGAMATED BANK 1.4K +169.0 (+14.2%) 6.0K +2.0K (+50.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.65 -17.9% 11 qtrs
61 NEW YORK STATE COMMON RETIREMENT FUND 1.1K +— (+0.0%) 5.1K +1.2K (+30.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD7.57 -38.7% 11 qtrs
62 CITIGROUP INC 1.0K +444.0 (+77.4%) 4.7K +2.7K (+131.1%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.63 +0.2% 11 qtrs
63 OPTIVER HOLDING B.V. 416.00 +— (+0.0%) 1.9K +449.0 (+30.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD3.56 +30.3% 2 qtrs
64 KILTER GROUP LLC 200.00 +— (+0.0%) 928.00 +216.0 (+30.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.15 +11.8% 3 qtrs
65 EVERSOURCE WEALTH ADVISORS, LLC 129.00 +4.0 (+3.2%) 599.00 +154.0 (+34.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD3.58 +29.6% 5 qtrs
66 GROUP ONE TRADING, L.P. 65.00 +65.0 (+100.0%) 302.00 +302.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.63 +0.2% 1 qtrs NEW
67 IFP ADVISORS, INC 34.00 +2.0 (+6.3%) 158.00 +44.0 (+38.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.15 +11.8% 3 qtrs
68 TRUE WEALTH DESIGN, LLC 33.00 -13.0 (-28.3%) 154.00 -10.0 (-6.1%) 0.00% +0.000 pp 0.00% +0.000 pp USD3.97 +16.9% 4 qtrs
69 SUNBELT SECURITIES, INC. 11.00 +1.0 (+10.0%) 51.00 +15.0 (+41.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD3.55 +30.7% 2 qtrs
70 LARSON FINANCIAL GROUP LLC 11.00 -1.0K (-98.9%) 51.00 -3.5K (-98.6%) 0.00% -0.001 pp 0.00% 0.000 pp USD3.73 +24.4% 11 qtrs
71 SRS CAPITAL ADVISORS, INC. 10.00 -797.0 (-98.8%) 46.00 -2.8K (-98.4%) 0.00% -0.001 pp 0.00% +0.000 pp USD3.50 +32.6% 2 qtrs
72 SBI SECURITIES CO., LTD. 7.00 -1.0 (-12.5%) 32.00 +4.0 (+14.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.00 +16.0% 5 qtrs
73 ROTHSCHILD INVESTMENT LLC 6.00 +6.0 (+100.0%) 28.00 +28.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.50 +3.1% 1 qtrs NEW
74 PNC FINANCIAL SERVICES GROUP, INC. 5.00 +5.0 (+100.0%) 23.00 +23.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.60 +0.9% 1 qtrs NEW
75 DUPONT CAPITAL MANAGEMENT CORP 4.00 +— (+0.0%) 19.00 +5.0 (+35.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD7.50 -38.1% 11 qtrs
76 ALLWORTH FINANCIAL LP -5.0 (-100.0%) -18.0 (-100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD 2 qtrs SOLD
77 PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. -291.8K (-100.0%) -1.0M (-100.0%) 0.00% -0.292 pp 0.00% -0.110 pp USD 2 qtrs SOLD
78 CLEARSTEAD ADVISORS, LLC -35.0 (-100.0%) -125.0 (-100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD 3 qtrs SOLD
79 HRT FINANCIAL LP -13.5K (-100.0%) -47.0K (-100.0%) 0.00% -0.014 pp 0.00% 0.000 pp USD 2 qtrs SOLD
80 GEORGE KAISER FAMILY FOUNDATION -291.8K (-100.0%) -1.0M (-100.0%) 0.00% -0.292 pp 0.00% -0.146 pp USD 2 qtrs SOLD
81 FNY INVESTMENT ADVISERS, LLC -4.0K (-100.0%) -14.0K (-100.0%) 0.00% -0.004 pp 0.00% -0.005 pp USD 2 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 46 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 iShares Micro-Cap ETF IWC 0.04% 601.2K 0.60%
2 iShares Russell 2000 Value ETF IWN 0.01% 1.38M 0.24%
3 Vanguard Russell 2000 Value ETF VTWV 0.01% 117.0K 0.06%
4 Xtrackers Russell 2000 UCITS ETF 1C XRSU.L 0.01% 164.5K 0.30%
5 Invesco Russell 2000 UCITS ETF RTYS.L 0.01% 18.3K 0.25%
6 Global X - Russell 2000 ETF RSSL 0.01% 84.0K 0.08%
7 iShares Russell 2000 BuyWrite ETF IWMW 0.01% 3.0K 0.39%
8 iShares Russell 2000 ETF IWM 0.01% 4.45M 0.19%
9 iShares U.S. Small Cap Index ETF (CAD-Hedged) XSU.TO 0.01% 29.0K 0.36%
10 Vanguard Russell 2000 ETF VTWO 0.00% 719.9K 0.06%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.37
Neutral
Ratio by volume
3.00
Bullish
Buys
26
Sells
19
Shares acquired
1.77M
Shares disposed
522.3K
Cash buys
Cash sales
Net activity
+1,247,760
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-03-31 Moran Kevin P. Officer A-Award A Restricted Stock Units 119,822 0.00 119,822 D
2026-03-31 Keenan Patrick T. Officer A-Award A Restricted Stock Units 14,922 0.00 14,922 D
2026-03-31 Harrington Michael W Officer A-Award A Restricted Stock Units 68,597 0.00 68,597 D
2026-03-31 Graham Colleen A Officer A-Award A Restricted Stock Units 97,550 0.00 97,550 D
2026-03-31 Connell Brooke Officer A-Award A Restricted Stock Units 77,506 0.00 77,506 D
2026-03-30 Curtin Nancy Ann Director / Officer Class A Common Stock 0 0.00 149,921 D
2026-02-15 Weeber Robert Officer M-Exempt D Restricted Stock Units 23,021 0.00 46,042 D
2026-02-15 Tiedemann Michael Director / Officer M-Exempt A Class A Common Stock 57,910 0.00 624,599 D
2026-02-15 Moran Kevin P. Officer M-Exempt A Class A Common Stock 35,488 0.00 156,982 D
2026-02-15 Keenan Patrick T. Officer D-Return D Restricted Stock Units 1,243 0.00 1,243 D
2026-02-15 Harrington Michael W Officer D-Return D Restricted Stock Units 27,089 0.00 54,178 D
2026-02-15 Graham Colleen A Officer M-Exempt A Class A Common Stock 31,412 0.00 96,307 D
2026-02-15 Connell Brooke Officer M-Exempt A Class A Common Stock 22,955 0.00 286,424 D
2026-01-05 ALLIANZ SE 10% Owner J-Other A Series A Preferred Stock 4,020 8.70 35.0K 168,934 I
2025-08-13 Weeber Robert Officer C-Conversion D Class B Common Stock 616,024 0.00 0 I
2025-06-30 ALLIANZ SE 10% Owner J-Other A Series A Preferred Stock 6,443 8.70 56.1K 164,914 I
2025-06-27 Weeber Robert Officer A-Award A Restricted Stock Units 500,379 0.00 500,379 D
2025-06-27 Moran Kevin P. Officer A-Award A Restricted Stock Units 692,612 0.00 692,612 D
2025-06-27 Graham Colleen A Officer A-Award A Restricted Stock Units 593,668 0.00 593,668 D
2025-06-27 Connell Brooke Officer A-Award A Restricted Stock Units 504,617 0.00 504,617 D
2025-06-19 Wimmer Andreas Director A-Award A Restricted Stock Units 30,732 0.00 30,732 D
2025-06-19 Keaney Timothy F Director A-Award D Restricted Stock Units 47,495 0.00 47,495 D
2025-06-19 FURLONG MARK F Director A-Award A Restricted Stock Units 30,732 0.00 30,732 D
2025-06-19 Corio Norma Director A-Award D Restricted Stock Units 30,732 0.00 30,732 D
2025-06-19 Cetin Nazim Director A-Award D Restricted Stock Units 30,732 0.00 30,732 D
2025-06-19 Brophy Warson Tracey Director A-Award D Restricted Stock Units 30,732 0.00 30,732 D
2025-06-19 Bouzarif Ali Director A-Award A Restricted Stock Units 30,732 0.00 30,732 D
2025-06-13 Wimmer Andreas Director A-Award A Restricted Stock Units 22,774 0.00 0 D
2025-06-13 Keaney Timothy F Director M-Exempt A Class A Common Stock 34,483 0.00 34,483 D
2025-06-13 FURLONG MARK F Director M-Exempt A Class A Common Stock 22,312 0.00 22,312 D
2025-06-13 Corio Norma Director M-Exempt A Class A Common Stock 22,312 0.00 22,312 D
2025-06-13 Cetin Nazim Director M-Exempt A Class A Common Stock 22,774 0.00 22,774 D
2025-06-13 Brophy Warson Tracey Director M-Exempt A Class A Common Stock 22,312 0.00 22,312 D
2025-06-13 Bouzarif Ali Director M-Exempt A Class A Common Stock 22,312 0.00 22,312 D
2025-06-03 Tiedemann Michael Director / Officer S-Sale D Class A Common Stock 42,199 3.47 146.4K 541,143 D
2025-06-03 Moran Kevin P. Officer S-Sale D Class A Common Stock 28,509 3.47 98.9K 60,311 D
2025-06-03 Keenan Patrick T. Officer S-Sale D Class A Common Stock 4,562 3.47 15.8K 6,613 D
2025-06-03 Graham Colleen A Officer S-Sale D Class A Common Stock 22,934 3.47 79.6K 41,960 D
2025-06-03 Connell Brooke Officer S-Sale D Class A Common Stock 21,462 3.47 74.5K 216,389 D
2025-05-22 Weeber Robert Officer A-Award A Peformance Restricted Stock Unit 30,940 0.00 30,940 D
2025-05-22 Tiedemann Michael Director / Officer A-Award A Peformance Restricted Stock Unit 115,248 0.00 115,248 D
2025-05-22 Moran Kevin P. Officer A-Award A Peformance Restricted Stock Unit 47,695 0.00 47,695 D
2025-05-22 Graham Colleen A Officer A-Award A Peformance Restricted Stock Unit 38,830 0.00 38,830 D
2025-05-22 Connell Brooke Officer A-Award A Peformance Restricted Stock Unit 30,851 0.00 30,851 D
2025-05-13 ALLIANZ SE 10% Owner P-Purchase A Series A Preferred Stock 18,471 8.70 160.7K 158,471 I
2025-04-15 Harrington Michael W Officer A-Award A Restricted Stock Units 81,266 0.00 81,266 D
2025-03-19 Weeber Robert Officer A-Award A Restricted Stock Units 69,063 0.00 69,063 D
2025-03-19 Tiedemann Michael Director / Officer A-Award A Restricted Stock Units 257,256 0.00 257,256 D
2025-03-19 Moran Kevin P. Officer A-Award A Restricted Stock Units 106,464 0.00 106,464 D
2025-03-19 Keenan Patrick T. Officer A-Award A Restricted Stock Units 9,499 0.00 9,499 D
2025-03-19 Graham Colleen A Officer A-Award A Restricted Stock Units 86,675 0.00 86,675 D
2025-03-19 Connell Brooke Officer A-Award A Restricted Stock Units 68,865 0.00 68,865 D
2025-02-26 Harrington Michael W Officer Class A Common Stock 0 0.00 0 D
2025-02-15 Yarad Stephen D. Officer M-Exempt A Class A Common Stock 39,662 0.00 58,616 D
2025-02-15 Weeber Robert Officer M-Exempt A Class A Common Stock 8,955 0.00 493,689 D
2025-02-15 Tiedemann Michael Director / Officer M-Exempt D Restricted Stock Units 57,910 0.00 115,819 D
2025-02-15 Moran Kevin P. Officer M-Exempt D Restricted Stock Units 13,785 0.00 27,571 D
2025-02-15 Graham Colleen A Officer M-Exempt A Class A Common Stock 21,894 0.00 64,894 D
2025-02-15 Connell Brooke Officer M-Exempt D Restricted Stock Units 8,701 0.00 17,401 D
2024-11-30 Keenan Patrick T. Officer Class A Common Stock 0 0.00 11,175 D
2024-10-18 Maliagros Spiros Officer S-Sale D Class A Common Stock 6,475 4.00 25.9K 397,176 D
2024-10-17 Maliagros Spiros Officer S-Sale D Class A Common Stock 1,516 4.00 6.1K 403,651 D
2024-09-17 Maliagros Spiros Officer S-Sale D Class A Common Stock 5,769 4.47 25.8K 405,167
2024-09-11 Maliagros Spiros Officer S-Sale D Class A Common Stock 5,426 4.13 22.4K 410,936
2024-09-10 Maliagros Spiros Officer S-Sale D Class A Common Stock 500 4.00 2.0K 416,362
2024-09-10 IlWaddi Holdings 10% Owner P-Purchase A Class A Common Stock 5,854 3.87 22.7K 18,117,850
2024-09-09 Maliagros Spiros Officer S-Sale D Class A Common Stock 5,612 4.04 22.7K 416,862
2024-09-05 IlWaddi Holdings 10% Owner P-Purchase A Class A Common Stock 603 3.80 2.3K 18,111,996
2024-09-04 IlWaddi Holdings 10% Owner P-Purchase A Class A Common Stock 12,586 3.80 47.8K 18,111,393
2024-09-03 Tiedemann Michael Director / Officer G-Gift A Class B Common Stock 466,785 0.00 1,137,119
2024-08-27 Maliagros Spiros Officer S-Sale D Class A Common Stock 5,769 4.25 24.5K 422,474
2024-08-20 Moran Kevin P. Officer S-Sale D Class A Common Stock 137,500 4.00 550.0K 27,637
2024-08-20 Maliagros Spiros Officer S-Sale D Class A Common Stock 5,769 4.04 23.3K 428,243
2024-08-20 IlWaddi Holdings 10% Owner P-Purchase A Class A Common Stock 3,835 3.95 15.1K 18,098,807
2024-08-16 Maliagros Spiros Officer S-Sale D Class A Common Stock 2,464 4.07 10.0K 428,243
2024-08-15 Maliagros Spiros Officer S-Sale D Class A Common Stock 6,227 4.05 25.2K 430,707
2024-08-15 IlWaddi Holdings 10% Owner P-Purchase A Class A Common Stock 31,393 4.05 127.1K 18,094,972
2024-08-14 IlWaddi Holdings 10% Owner P-Purchase A Class A Common Stock 51,480 3.92 201.8K 18,063,579
2024-08-13 Maliagros Spiros Officer S-Sale D Class A Common Stock 468 4.00 1.9K 436,934
2024-08-13 IlWaddi Holdings 10% Owner P-Purchase A Class A Common Stock 27,515 3.79 104.3K 18,012,099
2024-08-09 Maliagros Spiros Officer S-Sale D Class A Common Stock 200 4.00 800.00 437,402
2024-08-07 Maliagros Spiros Officer S-Sale D Class A Common Stock 716 4.00 2.9K 437,602
2024-08-06 Maliagros Spiros Officer S-Sale D Class A Common Stock 2,000 4.03 8.1K 438,318
2024-08-02 Wimmer Andreas Director A-Award A Restricted Stock Units 22,774 0.00 22,774
2024-08-02 Cetin Nazim Director A-Award A Restricted Stock Units 22,774 0.00 22,774
2024-07-31 Wimmer Andreas Director 0 0.00 0
2024-07-31 Maliagros Spiros Officer S-Sale D Class A Common Stock 700 5.01 3.5K 440,318
2024-07-31 Cetin Nazim Director 0 0.00 0
2024-07-31 ALLIANZ SE 10% Owner I Class A Common Stock 0 0.00 19,318,581
2024-07-30 Maliagros Spiros Officer S-Sale D Class A Common Stock 5,769 4.79 27.6K 441,018
2024-07-26 Maliagros Spiros Officer S-Sale D Class A Common Stock 2,046 5.04 10.3K 446,787
2024-07-25 Maliagros Spiros Officer S-Sale D Class A Common Stock 1,800 5.01 9.0K 448,833
2024-07-23 Maliagros Spiros Officer S-Sale D Class A Common Stock 5,769 4.86 28.0K 450,633
2024-07-16 Maliagros Spiros Officer S-Sale D Class A Common Stock 15,528 5.06 78.6K 456,402
2024-07-15 Maliagros Spiros Director / Officer S-Sale D Class A Common Stock 1,779 5.00 8.9K 471,930
2024-07-09 Maliagros Spiros Director / Officer S-Sale D Class A Common Stock 5,769 4.49 25.9K 473,709
2024-07-02 Maliagros Spiros Director / Officer S-Sale D Class A Common Stock 5,769 4.74 27.3K 479,478
2024-06-27 Keaney Timothy F Director A-Award A Restricted Stock Units 34,483 0.00 34,483
2024-06-27 FURLONG MARK F Director A-Award A Restricted Stock Units 22,312 0.00 22,312
2024-06-27 Corio Norma Director A-Award A Restricted Stock Units 22,312 0.00 22,312
2024-06-27 Brophy Warson Tracey Director A-Award A Restricted Stock Units 22,312 0.00 22,312
2024-06-27 Bouzarif Ali Director A-Award A Restricted Stock Units 22,312 0.00 22,312
2024-06-25 Yu Peter Director / 10% Owner M-Exempt A Class A Common Stock 18,364 0.00 18,364
2024-06-25 Lee Judy Director M-Exempt A Class A Common Stock 18,364 0.00 31,475
2024-06-25 Keaney Timothy F Director M-Exempt A Class A Common Stock 28,381 0.00 125,702
2024-06-25 FURLONG MARK F Director M-Exempt A Class A Common Stock 18,364 0.00 43,364
2024-06-25 Corio Norma Director A-Award D Restricted Stock Units 18,364 0.00 0
2024-06-25 Brophy Warson Tracey Director M-Exempt D Restricted Stock Units 18,364 0.00 0
2024-06-25 Bouzarif Ali Director M-Exempt D Restricted Stock Units 18,364 0.00 0
2024-06-06 IlWaddi Holdings 10% Owner P-Purchase A Class A Common Stock 20,000 4.72 94.4K 17,984,584
2024-06-05 ilWaddi Holdings 10% Owner P-Purchase A Class A Common Stock 11,319 4.74 53.7K 17,964,584
2024-06-05 Yarad Stephen D. Officer A-Award A Peformance Restricted Stock Unit 26,871 0.00 26,871
2024-06-05 Weeber Robert Officer A-Award A Peformance Restricted Stock Unit 87,963 0.00 87,963
2024-06-05 Tiedemann Michael Director / Officer A-Award A Peformance Restricted Stock Unit 458,733 0.00 458,733
2024-06-05 Moran Kevin P. Officer A-Award A Peformance Restricted Stock Unit 236,967 0.00 236,967
2024-06-05 Maliagros Spiros Director / Officer A-Award A Peformance Restricted Stock Unit 182,073 0.00 182,073
2024-06-05 Graham Colleen A Officer A-Award A Peformance Restricted Stock Unit 77,092 0.00 77,092
2024-06-05 Curtin Nancy Ann Director / Officer A-Award A Peformance Restricted Stock Unit 96,581 0.00 96,581
2024-06-05 Connell Brooke Officer A-Award A Peformance Restricted Stock Unit 29,559 0.00 29,559
2024-06-04 ilWaddi Holdings 10% Owner P-Purchase A Class A Common Stock 20,000 4.99 99.8K 17,953,265
2024-06-04 Yarad Stephen D. Officer A-Award A Restricted Stock Units 23,729 0.00 23,729
2024-06-04 Weeber Robert Officer A-Award A Restricted Stock Units 26,864 0.00 26,864
2024-06-04 Tiedemann Michael Director / Officer A-Award A Restricted Stock Units 173,729 0.00 173,729
2024-06-04 Moran Kevin P. Officer A-Award A Restricted Stock Units 41,356 0.00 41,356
2024-06-04 Maliagros Spiros Director / Officer A-Award A Restricted Stock Units 30,339 0.00 30,339
2024-06-04 Graham Colleen A Officer A-Award A Restricted Stock Units 94,237 0.00 94,237
2024-06-04 Curtin Nancy Ann Director / Officer A-Award A Restricted Stock Units 28,475 0.00 28,475
2024-06-04 Connell Brooke Officer A-Award A Restricted Stock Units 26,102 0.00 26,102
2024-06-03 Tiedemann Michael Director / Officer P-Purchase A Class A Common Stock 22,721 4.87 110.7K 475,235
2024-05-29 Maliagros Spiros Director / Officer S-Sale D Class A Common Stock 14,134 5.04 71.2K 485,247
2024-05-23 Tiedemann Michael Director / Officer P-Purchase A Class A Common Stock 20,000 4.52 90.4K 472,514
2024-05-21 Tiedemann Michael Director / Officer P-Purchase A Class A Common Stock 21,072 4.41 92.9K 452,514
2024-05-20 Tiedemann Michael Director / Officer P-Purchase A Class A Common Stock 20,000 4.53 90.6K 409,146
2024-05-16 Tiedemann Michael Director / Officer P-Purchase A Class A Common Stock 60,000 4.66 279.6K 369,146
2024-05-16 Moran Kevin P. Officer S-Sale D Class A Common Stock 10,047 4.70 47.2K 165,137
2024-05-16 Maliagros Spiros Director / Officer S-Sale D Class A Common Stock 13,604 4.62 62.9K 499,381
2024-05-16 Keaney Timothy F Director / Officer P-Purchase A Class A Common Stock 16,417 4.60 75.5K 97,321
2024-05-15 Keaney Timothy F Director / Officer P-Purchase A Class A Common Stock 50,195 4.52 226.9K 80,904
2024-05-14 Moran Kevin P. Officer S-Sale D Class A Common Stock 591 4.70 2.8K 175,184
2024-05-14 Keaney Timothy F Director / Officer P-Purchase A Class A Common Stock 17,598 4.62 81.3K 30,709
2024-04-03 ilWaddi Cayman Holdings 10% Owner P-Purchase A Class A Common Stock 20,000 4.99 99.8K 17,933,265
2024-04-03 Moran Kevin P. Officer S-Sale D Class A Common Stock 20,000 4.93 98.6K 175,775
2024-04-03 Maliagros Spiros Director / Officer S-Sale D Class A Common Stock 4,950 5.01 24.8K 512,985
2024-04-02 ilWaddi Cayman Holdings 10% Owner P-Purchase A Class A Common Stock 20,000 5.15 103.0K 17,913,265
2024-04-02 Yu Peter Director / 10% Owner J-Other A Class A Common Stock 13,111 0.00 13,111
2024-04-02 Smith Craig Lindsay Director / Officer D-Return D Class A Common Stock 106,102 5.05 535.8K 36,260
2024-04-02 Maliagros Spiros Director / Officer S-Sale D Class A Common Stock 5,350 5.14 27.5K 517,935
2024-04-02 FURLONG MARK F Director P-Purchase A Class A Common Stock 25,000 5.43 135.8K 25,000
2024-04-02 Connell Brooke Officer S-Sale D Class A Common Stock 15,000 5.07 76.1K 190,772
2024-03-14 Yu Peter Director / 10% Owner J-Other A Class A Common Stock 2,505,687 0.00 2,984,154
2024-03-11 Tiedemann Michael Director / Officer M-Exempt D Class B Common Stock 150,000 0.00 4,915,196
2024-03-11 Smith Craig Lindsay Director / Officer M-Exempt A Class A Common Stock 75,000 0.00 142,362
2024-03-11 Moran Kevin P. Officer M-Exempt D Class B Common Stock 150,000 0.00 695,759
2024-03-11 Maliagros Spiros Director / Officer M-Exempt A Class A Common Stock 400,000 0.00 523,285
2024-03-11 Connell Brooke Officer M-Exempt A Class A Common Stock 50,000 0.00 205,772
2024-03-01 Yu Peter Director / 10% Owner A-Award A Restricted Stock Units 18,364 0.00 18,364
2024-03-01 Lee Judy Director A-Award A Restricted Stock Units 18,364 0.00 18,364
2024-03-01 Keaney Timothy F Director A-Award A Restricted Stock Units 28,381 0.00 28,381
2024-03-01 FURLONG MARK F Director A-Award A Restricted Stock Units 18,364 0.00 18,364
2024-03-01 Corio Norma Director A-Award A Restricted Stock Units 18,364 0.00 18,364
2024-03-01 Brophy Warson Tracey Director A-Award A Restricted Stock Units 18,364 0.00 18,364
2024-03-01 Bouzarif Ali Director A-Award A Restricted Stock Units 18,364 0.00 18,364
2024-02-15 Yarad Stephen D. Officer M-Exempt D Restricted Stock Units 39,662 0.00 79,325
2024-02-15 Weeber Robert Officer M-Exempt D Restricted Stock Units 8,955 0.00 17,909 D
2024-02-15 Tiedemann Michael Director / Officer M-Exempt D Restricted Stock Units 25,546 0.00 51,093
2024-02-15 Smith Craig Lindsay Director / Officer F-InKind D Class A Common Stock 13,445 5.65 76.0K 12,975
2024-02-15 Parmelee Reid Officer M-Exempt D Restricted Stock Units 13,310 0.00 26,619
2024-02-15 Moran Kevin P. Officer M-Exempt D Restricted Stock Units 47,398 0.00 94,795
2024-02-15 Maliagros Spiros Director / Officer F-InKind D Class A Common Stock 8,708 5.65 49.2K 123,285
2024-02-15 Graham Colleen A Officer M-Exempt D Restricted Stock Units 21,894 0.00 43,789
2024-02-15 Curtin Nancy Ann Director / Officer M-Exempt A Class A Common Stock 38,070 0.00 38,070
2024-02-15 Connell Brooke Officer M-Exempt A Class A Common Stock 38,379 0.00 174,182
2024-01-03 Yu Peter Director / 10% Owner M-Exempt A Class A Common Stock 13,111 0.00 13,111
2024-01-03 Lee Judy Director M-Exempt A Class A Common Stock 13,111 0.00 13,111
2024-01-03 Keaney Timothy F Director M-Exempt D Restricted Stock Units 13,111 0.00 0
2024-01-03 Brophy Warson Tracey Director M-Exempt D Restricted Stock Units 13,111 0.00 0
2024-01-03 Bouzarif Ali Director M-Exempt D Restricted Stock Units 13,111 0.00 0
2024-01-02 FURLONG MARK F Director A-Award A Restricted Stock Units 0 0.00 0
2023-12-22 Yarad Stephen D. Officer A-Award A Restricted Stock Units 118,987 0.00 118,987
2023-12-19 Graham Colleen A Officer A-Award A Restricted Stock Units 12,048 0.00 12,048
2023-11-01 Weeber Robert Officer J-Other A Class A Common Stock 152,866 7.85 1.20M 413,121
2023-10-24 Weeber Robert Officer Restricted Stock Units 39,928 0.00 0 D
2023-10-24 Connell Brooke Officer D Class A Common Stock 0 0.00 135,803
2023-09-18 Yarad Stephen D. Officer D Class A Common Stock 0 0.00 0
2023-09-01 FURLONG MARK F 0 0.00 0
2023-06-29 Corio Norma 0 0.00 0
2023-06-26 Parmelee Reid Officer D Restricted Stock Units 39,928 0.00 0
2023-06-23 Yu Peter Director / 10% Owner J-Other D Class A Common Stock 23,641 0.00 478,467
2023-06-07 ilWaddi Cayman Holdings 10% Owner A-Award A Class A Common Stock 638,578 0.00 63.86 17,893,265
2023-06-07 Yu Peter Director / 10% Owner A-Award A Class A Common Stock 127,680 0.00 502,108
2023-06-07 Tiedemann Michael Director / Officer D-Return D Warrant 171,672 0.00 0
2023-06-07 Smith Craig Lindsay Director / Officer A-Award A Class A Common Stock 54,387 0.00 5.44 67,362
2023-06-07 Moran Kevin P. Officer D-Return D Warrant 85,691 0.00 0
2023-06-07 Maliagros Spiros Director / Officer D-Return D Warrant 456,457 0.00 0
2023-06-07 Global Goldfield Ltd 10% Owner D-Return D Warrant 984,414 0.00 0
2023-06-07 Figdor Drew Officer D-Return D Warrant 1,032,108 0.00 0
2023-06-07 Bouzarif Ali Director A-Award A Class A Common Stock 16,258 0.00 1.63 748,298
2023-06-07 Birrittella Laurie A. Officer A-Award A Class A Common Stock 33,995 0.00 3.40 33,995
2023-05-31 Zhao Ying Christine Officer A-Award A Restricted Stock Units 75,924 0.00 75,924
2023-05-31 Yu Peter Director / 10% Owner J-Other D Warrants 35,082 11.50 403.4K 510,722

Executive team

Top executives
EBIT / Employee
-243.7K
Shares Outstanding
99.87M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-05-01 DEFA14A
2026-04-30 DEFA14A
2026-04-30 DEF 14A
2025-05-29 DEFA14A
2025-05-27 DEFA14A
2025-04-29 DEFA14A
2025-04-29 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 13F-HR
2026-05-01 DEFA14A
2026-04-30 DEFA14A
2026-04-30 DEF 14A
2026-04-30 ARS
2026-04-24 SC 13G/A
2026-04-09 3
2026-04-02 SC 13D/A
2026-04-02 4
2026-04-02 4

Executive team

NameTitleCompensationGender
Mike Tiedemann Founder 2M male
Michael Glenn Tiedemann Chief Executive Officer & Director 2M male
Colleen A. Graham Chief Legal, Compliance & Risk Officer 1M female
Kevin Patirck Moran President & Chief Operating Officer 1M male
Michael William Harrington Chief Financial Officer 888.0K male
Brooke Bayard Connell President of US Wealth Management 565.8K male
Lily Arteaga Head of Investor Relations female
Craig Lindsay Smith Chair of Global Wealth Management male
Colin Peters Chief Human Resources Officer male
Claire Verdirame Chief Marketing Officer female
Nancy Curtin Global Chief Investment Officer, Interim CEO & Director female
Patrick Keenan Chief Accounting Officer
ESG Rating
B+
ASSET MANAGEMENT - GLOBAL
2025
E (Environmental)
61.8 / 57.5
Company / Sector avg.
S (Social)
65.7 / 66.8
Company / Sector avg.
G (Governance)
65.1 / 68.9
Company / Sector avg.
ESG Total
64.2 / 64.4
Company / Sector avg.
ESG Score History ASSET MANAGEMENT - GLOBAL
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits