AlTi Global, Inc. (ALTI)
New York City, NY, US
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.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -3.36% | -9.45% | -10.85% | -21.23% | -11.08% | -25.65% | -3.09% | -36.23% | -64.62% | -64.58% | -64.58% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 1 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | — | — |
| All Time | 1 |
9.00
+153.9%
|
-
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)
* 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.
| 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
|
| 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
Ownership Overview
| # | 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)
| # | 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 |
ETF Ownership
| # | 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
| 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
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| 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 | — | — |
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for ALTI
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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