In the last 12 months, insiders at AlTi Global, Inc. ($ALTI) filed 435 transactions with the SEC: 73 open-market purchases totaling $40,435,117 and 37 sales totaling $1,797,001. Net insider sentiment: net buying.
AlTi Global, Inc. operates in the Investment advice industry (Finance sector).
Most Active Insiders
- TIEDEMANN ADVISORS, LLC (TenPercentOwner) — 144 transactions totaling $19,499,999
- ALLIANZ SE (Not found) — 5 transactions totaling $18,471,000
- Tiedemann Michael (Chief Executive Officer) — 30 transactions totaling $1,191,051
- Moran Kevin P. (President and COO) — 14 transactions totaling $648,927
- IlWaddi Holdings (TenPercentOwner) — 8 transactions totaling $615,547
View all SEC Filings for AlTi Global, Inc. (ALTI).
Set Up your own filters →Recent Insider Transactions
| Transaction Date | Insider Name | Title | Transaction Type | Security | Shares | Price | Shares Owned Following | Total Shares Outstanding | % of Owned | % of Outstanding |
|---|---|---|---|---|---|---|---|---|---|---|
| March 31, 2026 | Harrington Michael W | Chief Financial Officer | A | Restricted Stock Units | 68597 | $0.00 | 68,596.8800 | 102,464,812 | 9999.99% | 0.07% |
| March 31, 2026 | Moran Kevin P. | President and COO | A | Restricted Stock Units | 119822 | $0.00 | 119,821.8300 | 102,464,812 | 9999.99% | 0.12% |
| March 31, 2026 | Keenan Patrick T. | Principal Accounting Officer | A | Restricted Stock Units | 14922 | $0.00 | 14,922.0500 | 102,464,812 | 9999.99% | 0.01% |
| March 31, 2026 | Graham Colleen A | Chief Legal, Compl & Risk Ofcr | A | Restricted Stock Units | 97550 | $0.00 | 97,550.1100 | 102,464,812 | 9999.99% | 0.10% |
| March 31, 2026 | Connell Brooke | Pres, US Wealth Mgmt | A | Restricted Stock Units | 77506 | $0.00 | 77,505.5700 | 102,464,812 | 9999.99% | 0.08% |
| Feb. 15, 2026 | Weeber Robert | Pres, Intl. Wealth Mmgt | M | Restricted Stock Units | 23021 | $0.00 | 46,042.2200 | 102,464,812 | 33.33% | 0.02% |
| Feb. 15, 2026 | Weeber Robert | Pres, Intl. Wealth Mmgt | M | Restricted Stock Units | 8955 | $0.00 | 8,954.8000 | 102,464,812 | 50.00% | 0.01% |
| Feb. 15, 2026 | Weeber Robert | Pres, Intl. Wealth Mmgt | M | Restricted Stock Units | 35796 | $0.00 | 0.0000 | 102,464,812 | 100.00% | 0.03% |
| Feb. 15, 2026 | Weeber Robert | Pres, Intl. Wealth Mmgt | M | Class A Common Stock | 23021 | $0.00 | 1,195,215.0600 | 102,464,812 | 1.96% | 0.02% |
| Feb. 15, 2026 | Weeber Robert | Pres, Intl. Wealth Mmgt | M | Class A Common Stock | 8955 | $0.00 | 1,172,193.9500 | 102,464,812 | 0.77% | 0.01% |
| Feb. 15, 2026 | Weeber Robert | Pres, Intl. Wealth Mmgt | M | Class A Common Stock | 35796 | $0.00 | 1,163,239.1500 | 102,464,812 | 3.18% | 0.03% |
| Feb. 15, 2026 | Moran Kevin P. | President and COO | M | Restricted Stock Units | 35488 | $0.00 | 70,976.2500 | 102,464,812 | 33.33% | 0.03% |
| Feb. 15, 2026 | Moran Kevin P. | President and COO | M | Restricted Stock Units | 13785 | $0.00 | 13,785.3100 | 102,464,812 | 50.00% | 0.01% |
| Feb. 15, 2026 | Moran Kevin P. | President and COO | M | Restricted Stock Units | 47398 | $0.00 | 0.0000 | 102,464,812 | 100.00% | 0.05% |
| Feb. 15, 2026 | Tiedemann Michael | Chief Executive Officer | M | Restricted Stock Units | 85752 | $0.00 | 171,503.9600 | 102,464,812 | 33.33% | 0.08% |
| Feb. 15, 2026 | Tiedemann Michael | Chief Executive Officer | M | Restricted Stock Units | 25546 | $0.00 | 0.0000 | 102,464,812 | 100.00% | 0.02% |
| Feb. 15, 2026 | Tiedemann Michael | Chief Executive Officer | M | Class A Common Stock | 85752 | $0.00 | 847,549.3600 | 102,464,812 | 11.26% | 0.08% |
| Feb. 15, 2026 | Tiedemann Michael | Chief Executive Officer | M | Class A Common Stock | 57910 | $0.00 | 761,797.3800 | 102,464,812 | 8.23% | 0.06% |
| Feb. 15, 2026 | Tiedemann Michael | Chief Executive Officer | M | Class A Common Stock | 25546 | $0.00 | 703,887.7700 | 102,464,812 | 3.77% | 0.02% |
| Feb. 15, 2026 | Connell Brooke | Pres, US Wealth Mgmt | M | Class A Common Stock | 38379 | $0.00 | 254,767.8200 | 102,464,812 | 17.74% | 0.04% |
| Feb. 15, 2026 | Connell Brooke | Pres, US Wealth Mgmt | M | Class A Common Stock | 8701 | $0.00 | 263,468.3900 | 102,464,812 | 3.42% | 0.01% |
| Feb. 15, 2026 | Connell Brooke | Pres, US Wealth Mgmt | M | Class A Common Stock | 22955 | $0.00 | 286,423.5400 | 102,464,812 | 8.71% | 0.02% |
| Feb. 15, 2026 | Connell Brooke | Pres, US Wealth Mgmt | M | Restricted Stock Units | 38379 | $0.00 | 0.0000 | 102,464,812 | 100.00% | 0.04% |
| Feb. 15, 2026 | Connell Brooke | Pres, US Wealth Mgmt | M | Restricted Stock Units | 8701 | $0.00 | 8,700.5700 | 102,464,812 | 50.00% | 0.01% |
| Feb. 15, 2026 | Connell Brooke | Pres, US Wealth Mgmt | M | Restricted Stock Units | 22955 | $0.00 | 45,910.2900 | 102,464,812 | 33.33% | 0.02% |
| Feb. 15, 2026 | Graham Colleen A | Chief Legal, Compl & Risk Ofcr | M | Class A Common Stock | 31412 | $0.00 | 96,306.9200 | 102,464,812 | 48.41% | 0.03% |
| Feb. 15, 2026 | Graham Colleen A | Chief Legal, Compl & Risk Ofcr | M | Class A Common Stock | 21894 | $0.00 | 118,201.4100 | 102,464,812 | 22.73% | 0.02% |
| Feb. 15, 2026 | Graham Colleen A | Chief Legal, Compl & Risk Ofcr | M | Class A Common Stock | 28892 | $0.00 | 147,093.2300 | 102,464,812 | 24.44% | 0.03% |
| Feb. 15, 2026 | Graham Colleen A | Chief Legal, Compl & Risk Ofcr | M | Restricted Stock Units | 21894 | $0.00 | 0.0000 | 102,464,812 | 100.00% | 0.02% |
| Feb. 15, 2026 | Graham Colleen A | Chief Legal, Compl & Risk Ofcr | M | Restricted Stock Units | 31412 | $0.00 | 31,412.4300 | 102,464,812 | 50.00% | 0.03% |
| Feb. 15, 2026 | Graham Colleen A | Chief Legal, Compl & Risk Ofcr | M | Restricted Stock Units | 28892 | $0.00 | 57,783.6400 | 102,464,812 | 33.33% | 0.03% |
| Feb. 15, 2026 | Harrington Michael W | Chief Financial Officer | M | Class A Common Stock | 27089 | $0.00 | 27,088.8300 | 102,464,812 | 9999.99% | 0.03% |
| Feb. 15, 2026 | Harrington Michael W | Chief Financial Officer | D | Restricted Stock Units | 27089 | $0.00 | 54,177.6600 | 102,464,812 | 33.33% | 0.03% |
| Feb. 15, 2026 | Keenan Patrick T. | Principal Accounting Officer | M | Class A Common Stock | 3166 | $0.00 | 9,779.3000 | 102,464,812 | 47.88% | 0.00% |
| Feb. 15, 2026 | Keenan Patrick T. | Principal Accounting Officer | M | Class A Common Stock | 1243 | $0.00 | 11,022.2400 | 102,464,812 | 12.71% | 0.00% |
| Feb. 15, 2026 | Keenan Patrick T. | Principal Accounting Officer | M | Class A Common Stock | 4966 | $0.00 | 15,988.4700 | 102,464,812 | 45.06% | 0.00% |
| Feb. 15, 2026 | Keenan Patrick T. | Principal Accounting Officer | D | Restricted Stock Units | 3166 | $0.00 | 6,332.4500 | 102,464,812 | 33.33% | 0.00% |
| Feb. 15, 2026 | Keenan Patrick T. | Principal Accounting Officer | D | Restricted Stock Units | 1243 | $0.00 | 1,242.9400 | 102,464,812 | 50.00% | 0.00% |
| Feb. 15, 2026 | Keenan Patrick T. | Principal Accounting Officer | D | Restricted Stock Units | 4966 | $0.00 | 0.0000 | 102,464,812 | 100.00% | 0.00% |
| Feb. 15, 2026 | Moran Kevin P. | President and COO | M | Class A Common Stock | 47398 | $0.00 | 107,708.8300 | 102,464,812 | 78.59% | 0.05% |
| Feb. 15, 2026 | Moran Kevin P. | President and COO | M | Class A Common Stock | 13785 | $0.00 | 121,494.1400 | 102,464,812 | 12.80% | 0.01% |
| Feb. 15, 2026 | Moran Kevin P. | President and COO | M | Class A Common Stock | 35488 | $0.00 | 156,982.2700 | 102,464,812 | 29.21% | 0.03% |
| Feb. 15, 2026 | Tiedemann Michael | Chief Executive Officer | M | Restricted Stock Units | 57910 | $0.00 | 57,909.6100 | 102,464,812 | 50.00% | 0.06% |
| Aug. 13, 2025 | Weeber Robert | Pres, Intl. Wealth Mmgt | G | Class A Common Stock | 616024 | $0.00 | 1,145,172.7000 | 101,567,545 | 34.98% | 0.61% |
| Aug. 13, 2025 | Weeber Robert | Pres, Intl. Wealth Mmgt | G | Class A Common Stock | 616024 | $0.00 | 1,109,712.7000 | 101,567,545 | 124.78% | 0.61% |
| Aug. 20, 2025 | Weeber Robert | Pres, Intl. Wealth Mmgt | G | Class A Common Stock | 17730 | $0.00 | 1,127,442.7000 | 101,567,545 | 1.55% | 0.02% |
| Aug. 20, 2025 | Weeber Robert | Pres, Intl. Wealth Mmgt | G | Class A Common Stock | 17730 | $0.00 | 1,127,442.7000 | 101,567,545 | 1.60% | 0.02% |
| Aug. 13, 2025 | Weeber Robert | Pres, Intl. Wealth Mmgt | C | Class B Common Stock | 616024 | $0.00 | 0.0000 | 101,567,545 | 100.00% | 0.61% |
| Aug. 8, 2025 | Weeber Robert | Pres, Intl. Wealth Mmgt | C | Class A Common Stock | 616024 | $0.00 | 1,761,196.7000 | 101,567,545 | 53.79% | 0.61% |
| Jan. 5, 2026 | ALLIANZ SE | Not found | J | Class A Common Stock | 865344 | $0.00 | 21,707,213.9600 | 102,464,812 | 4.15% | 0.84% |
| Jan. 5, 2026 | ALLIANZ SE | Not found | J | Series A Preferred Stock | 4020 | $0.00 | 168,933.9100 | 102,464,812 | 2.44% | 0.00% |
| May 22, 2025 | Graham Colleen A | Chief Legal, Compl & Risk Ofcr | A | Peformance Restricted Stock Unit | 38830 | $0.00 | 38,829.7870 | 93,686,980 | 9999.99% | 0.04% |
| May 22, 2025 | Weeber Robert | Pres, Intl. Wealth Mmgt | A | Peformance Restricted Stock Unit | 30940 | $0.00 | 30,939.7160 | 93,686,980 | 9999.99% | 0.03% |
| May 22, 2025 | Connell Brooke | Pres, US Wealth Mgmt | A | Peformance Restricted Stock Unit | 30851 | $0.00 | 30,851.0640 | 93,686,980 | 9999.99% | 0.03% |
| May 22, 2025 | Moran Kevin P. | President and COO | A | Peformance Restricted Stock Unit | 47695 | $0.00 | 47,695.0350 | 93,686,980 | 9999.99% | 0.05% |
| May 22, 2025 | Tiedemann Michael | Chief Executive Officer | A | Peformance Restricted Stock Unit | 115248 | $0.00 | 115,248.2270 | 93,686,980 | 9999.99% | 0.12% |
| June 13, 2025 | FURLONG MARK F | Director | A | Restricted Stock Units | 22312 | $0.00 | 0.0000 | 93,686,980 | 0.00% | 0.02% |
| June 13, 2025 | Brophy Warson Tracey | Director | M | Class A Common Stock | 22312 | $0.00 | 53,787.3100 | 93,686,980 | 70.89% | 0.02% |
| June 13, 2025 | Bouzarif Ali | Director | M | Class A Common Stock | 22312 | $0.00 | 802,085.3100 | 93,686,980 | 2.86% | 0.02% |
| June 13, 2025 | Brophy Warson Tracey | Director | A | Restricted Stock Units | 22312 | $0.00 | 0.0000 | 93,686,980 | 0.00% | 0.02% |
| June 13, 2025 | Bouzarif Ali | Director | A | Restricted Stock Units | 22312 | $0.00 | 0.0000 | 93,686,980 | 0.00% | 0.02% |
| June 13, 2025 | Corio Norma | Director | A | Restricted Stock Units | 22312 | $0.00 | 0.0000 | 93,686,980 | 0.00% | 0.02% |
| June 13, 2025 | Corio Norma | Director | M | Class A Common Stock | 22312 | $0.00 | 40,676.3100 | 93,686,980 | 121.50% | 0.02% |
| June 13, 2025 | Keaney Timothy F | Director | A | Restricted Stock Units | 34483 | $0.00 | 0.0000 | 93,686,980 | 0.00% | 0.04% |
| June 13, 2025 | Keaney Timothy F | Director | M | Class A Common Stock | 34483 | $0.00 | 160,184.4000 | 93,686,980 | 27.43% | 0.04% |
| June 13, 2025 | FURLONG MARK F | Director | M | Class A Common Stock | 22312 | $0.00 | 65,676.3100 | 93,686,980 | 51.45% | 0.02% |
| June 3, 2025 | Keenan Patrick T. | Principal Accounting Officer | S | Class A Common Stock | 4562 | $3.47 | 6,613.0680 | 93,686,980 | 40.82% | 0.00% |
| June 30, 2025 | ALLIANZ SE | Not found | J | Series A Preferred Stock | 6443 | $0.00 | 164,914.1300 | 93,686,980 | 4.07% | 0.01% |
| June 30, 2025 | ALLIANZ SE | Not found | J | Class A Common Stock | 1523289 | $0.00 | 20,841,869.9600 | 93,686,980 | 7.89% | 1.63% |
| June 27, 2025 | Graham Colleen A | Chief Legal, Compl & Risk Ofcr | A | Restricted Stock Units | 593668 | $0.00 | 593,667.5500 | 93,686,980 | 9999.99% | 0.63% |
| June 27, 2025 | Connell Brooke | Pres, US Wealth Mgmt | A | Restricted Stock Units | 504617 | $0.00 | 504,617.4100 | 93,686,980 | 9999.99% | 0.54% |
| June 27, 2025 | Moran Kevin P. | President and COO | A | Restricted Stock Units | 692612 | $0.00 | 692,612.1400 | 93,686,980 | 9999.99% | 0.74% |
| June 27, 2025 | Weeber Robert | Pres, Intl. Wealth Mmgt | A | Restricted Stock Units | 500379 | $0.00 | 500,378.6300 | 93,686,980 | 9999.99% | 0.53% |
| June 19, 2025 | FURLONG MARK F | Director | A | Restricted Stock Units | 30732 | $0.00 | 30,732.2660 | 93,686,980 | 9999.99% | 0.03% |
| June 19, 2025 | Cetin Nazim | Director | A | Restricted Stock Units | 30732 | $0.00 | 30,732.2660 | 93,686,980 | 50.00% | 0.03% |
| June 19, 2025 | Bouzarif Ali | Director | A | Restricted Stock Units | 30732 | $0.00 | 30,732.2660 | 93,686,980 | 9999.99% | 0.03% |
| June 19, 2025 | Corio Norma | Director | A | Restricted Stock Units | 30732 | $0.00 | 30,732.2660 | 93,686,980 | 50.00% | 0.03% |
| June 19, 2025 | Wimmer Andreas | Director | A | Restricted Stock Units | 30732 | $0.00 | 30,732.2660 | 93,686,980 | 9999.99% | 0.03% |
| June 19, 2025 | Brophy Warson Tracey | Director | A | Restricted Stock Units | 30732 | $0.00 | 30,732.2660 | 93,686,980 | 50.00% | 0.03% |
| June 19, 2025 | Keaney Timothy F | Director | A | Restricted Stock Units | 47495 | $0.00 | 47,495.3200 | 93,686,980 | 50.00% | 0.05% |
| June 13, 2025 | Bouzarif Ali | Director | M | Class A Common Stock | 22312 | $0.00 | 22,312.3700 | 93,686,980 | 9999.99% | 0.02% |
| June 13, 2025 | Wimmer Andreas | Director | M | Class A Common Stock | 22774 | $0.00 | 22,774.3300 | 93,686,980 | 9999.99% | 0.02% |
| June 13, 2025 | Wimmer Andreas | Director | A | Restricted Stock Units | 22774 | $0.00 | 0.0000 | 93,686,980 | 0.00% | 0.02% |
| June 13, 2025 | Cetin Nazim | Director | M | Class A Common Stock | 22774 | $0.00 | 22,774.3300 | 93,686,980 | 9999.99% | 0.02% |
| June 13, 2025 | Cetin Nazim | Director | A | Restricted Stock Units | 22774 | $0.00 | 0.0000 | 93,686,980 | 100.00% | 0.02% |
| June 13, 2025 | Bouzarif Ali | Director | A | Restricted Stock Units | 22312 | $0.00 | 0.0000 | 93,686,980 | 0.00% | 0.02% |
| June 13, 2025 | Corio Norma | Director | A | Restricted Stock Units | 22312 | $0.00 | 0.0000 | 93,686,980 | 100.00% | 0.02% |
| June 13, 2025 | Corio Norma | Director | M | Class A Common Stock | 22312 | $0.00 | 22,312.3700 | 93,686,980 | 9999.99% | 0.02% |
| June 13, 2025 | Keaney Timothy F | Director | A | Restricted Stock Units | 34483 | $0.00 | 0.0000 | 93,686,980 | 100.00% | 0.04% |
| June 13, 2025 | Keaney Timothy F | Director | M | Class A Common Stock | 34483 | $0.00 | 34,482.7600 | 93,686,980 | 9999.99% | 0.04% |
| June 13, 2025 | Brophy Warson Tracey | Director | A | Restricted Stock Units | 22312 | $0.00 | 0.0000 | 93,686,980 | 100.00% | 0.02% |
| June 13, 2025 | Brophy Warson Tracey | Director | M | Class A Common Stock | 22312 | $0.00 | 22,312.3700 | 93,686,980 | 9999.99% | 0.02% |
| June 13, 2025 | FURLONG MARK F | Director | M | Class A Common Stock | 22312 | $0.00 | 22,312.3700 | 93,686,980 | 9999.99% | 0.02% |
| June 13, 2025 | FURLONG MARK F | Director | A | Restricted Stock Units | 22312 | $0.00 | 0.0000 | 93,686,980 | 0.00% | 0.02% |
| June 3, 2025 | Tiedemann Michael | Chief Executive Officer | S | Class A Common Stock | 42199 | $3.47 | 678,341.4900 | 93,686,980 | 5.86% | 0.05% |
| June 3, 2025 | Graham Colleen A | Chief Legal, Compl & Risk Ofcr | S | Class A Common Stock | 22934 | $3.47 | 41,960.4600 | 93,686,980 | 35.34% | 0.02% |
| June 3, 2025 | Moran Kevin P. | President and COO | S | Class A Common Stock | 28509 | $3.47 | 60,311.1300 | 93,686,980 | 32.10% | 0.03% |
| June 3, 2025 | Connell Brooke | Pres, US Wealth Mgmt | S | Class A Common Stock | 21462 | $3.47 | 216,388.8000 | 93,686,980 | 9.02% | 0.02% |
| May 13, 2025 | ALLIANZ SE | Not found | P | Series A Preferred Stock | 18471 | $1000.00 | 158,471.0000 | 93,686,980 | 13.19% | 0.02% |
| April 16, 2025 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,996,064.0000 | 93,686,980 | 0.00% | 0.00% |
| April 16, 2025 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,996,064.0000 | 93,686,980 | 0.00% | 0.00% |
| April 16, 2025 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,996,064.0000 | 93,686,980 | 0.00% | 0.00% |
| April 16, 2025 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,996,064.0000 | 93,686,980 | 0.00% | 0.00% |
| April 16, 2025 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 2390 | $0.00 | 12,996,064.0000 | 93,686,980 | 0.02% | 0.00% |
| April 16, 2025 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,996,064.0000 | 93,686,980 | 0.00% | 0.00% |
| April 16, 2025 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,996,064.0000 | 93,686,980 | 0.00% | 0.00% |
| April 16, 2025 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,996,064.0000 | 93,686,980 | 0.00% | 0.00% |
| April 15, 2025 | Harrington Michael W | Chief Financial Officer | A | Restricted Stock Units | 81266 | $0.00 | 81,266.4900 | 93,686,980 | 9999.99% | 0.09% |
| March 3, 2025 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,991,284.0000 | 93,686,980 | 0.00% | 0.00% |
| March 3, 2025 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 2734 | $0.00 | 12,991,284.0000 | 93,686,980 | 0.02% | 0.00% |
| March 3, 2025 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,991,284.0000 | 93,686,980 | 0.00% | 0.00% |
| March 3, 2025 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,991,284.0000 | 93,686,980 | 0.00% | 0.00% |
| March 3, 2025 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,991,284.0000 | 93,686,980 | 0.00% | 0.00% |
| March 3, 2025 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,991,284.0000 | 93,686,980 | 0.00% | 0.00% |
| March 3, 2025 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,991,284.0000 | 93,686,980 | 0.00% | 0.00% |
| March 3, 2025 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,991,284.0000 | 93,686,980 | 0.00% | 0.00% |
| March 19, 2025 | Graham Colleen A | Global General Counsel | A | Restricted Stock Units | 86675 | $0.00 | 86,675.4600 | 93,686,980 | 9999.99% | 0.09% |
| March 19, 2025 | Keenan Patrick T. | Principal Accounting Officer | A | Restricted Stock Units | 9499 | $0.00 | 9,498.6800 | 93,686,980 | 9999.99% | 0.01% |
| March 19, 2025 | Moran Kevin P. | President and COO | A | Restricted Stock Units | 106464 | $0.00 | 106,464.3800 | 93,686,980 | 9999.99% | 0.11% |
| March 19, 2025 | Tiedemann Michael | Chief Executive Officer | A | Restricted Stock Units | 257256 | $0.00 | 257,255.9400 | 93,686,980 | 9999.99% | 0.27% |
| March 19, 2025 | Weeber Robert | Pres, Intl. Wealth Mmgt | A | Restricted Stock Units | 69063 | $0.00 | 69,063.3300 | 93,686,980 | 9999.99% | 0.07% |
| March 19, 2025 | Connell Brooke | Pres, US Wealth Mgmt | A | Restricted Stock Units | 68865 | $0.00 | 68,865.4400 | 93,686,980 | 9999.99% | 0.07% |
| Feb. 3, 2025 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,985,816.0000 | 93,686,980 | 0.00% | 0.00% |
| Feb. 3, 2025 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 1570 | $0.00 | 12,985,816.0000 | 93,686,980 | 0.01% | 0.00% |
| Feb. 3, 2025 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,985,816.0000 | 93,686,980 | 0.00% | 0.00% |
| Feb. 3, 2025 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,985,816.0000 | 93,686,980 | 0.00% | 0.00% |
| Feb. 3, 2025 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,985,816.0000 | 93,686,980 | 0.00% | 0.00% |
| Feb. 3, 2025 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,985,816.0000 | 93,686,980 | 0.00% | 0.00% |
| Feb. 3, 2025 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,985,816.0000 | 93,686,980 | 0.00% | 0.00% |
| Feb. 3, 2025 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,985,816.0000 | 93,686,980 | 0.00% | 0.00% |
| Feb. 15, 2025 | Moran Kevin P. | See Remarks | M | Class A Common Stock | 47398 | $0.00 | 75,034.9000 | 93,686,980 | 171.50% | 0.05% |
| Feb. 15, 2025 | Moran Kevin P. | See Remarks | M | Class A Common Stock | 13785 | $0.00 | 88,820.2100 | 93,686,980 | 18.37% | 0.01% |
| Feb. 15, 2025 | Moran Kevin P. | See Remarks | M | Restricted Stock Units | 47398 | $0.00 | 47,397.6000 | 93,686,980 | 50.00% | 0.05% |
| Feb. 15, 2025 | Moran Kevin P. | See Remarks | M | Restricted Stock Units | 13785 | $0.00 | 27,570.6900 | 93,686,980 | 33.33% | 0.01% |
| Feb. 15, 2025 | Tiedemann Michael | Chief Executive Officer | M | Class A Common Stock | 25546 | $0.00 | 662,630.8100 | 93,686,980 | 4.01% | 0.03% |
| Feb. 15, 2025 | Tiedemann Michael | Chief Executive Officer | M | Class A Common Stock | 57910 | $0.00 | 720,540.4200 | 93,686,980 | 8.74% | 0.06% |
| Feb. 15, 2025 | Tiedemann Michael | Chief Executive Officer | M | Restricted Stock Units | 25546 | $0.00 | 25,546.2800 | 93,686,980 | 50.00% | 0.03% |
| Feb. 15, 2025 | Tiedemann Michael | Chief Executive Officer | M | Restricted Stock Units | 57910 | $0.00 | 115,819.3900 | 93,686,980 | 33.33% | 0.06% |
| Feb. 15, 2025 | Connell Brooke | Pres, US Wealth Mmgt | M | Class A Common Stock | 38379 | $0.00 | 229,150.5600 | 93,686,980 | 20.12% | 0.04% |
| Feb. 15, 2025 | Connell Brooke | Pres, US Wealth Mmgt | M | Class A Common Stock | 8701 | $0.00 | 237,851.1300 | 93,686,980 | 3.80% | 0.01% |
| Feb. 15, 2025 | Connell Brooke | Pres, US Wealth Mmgt | M | Restricted Stock Units | 38379 | $0.00 | 38,379.0300 | 93,686,980 | 50.00% | 0.04% |
| Feb. 15, 2025 | Connell Brooke | Pres, US Wealth Mmgt | M | Restricted Stock Units | 8701 | $0.00 | 17,401.4300 | 93,686,980 | 33.33% | 0.01% |
| Feb. 15, 2025 | Weeber Robert | Pres, Intl. Wealth Mmgt | M | Class A Common Stock | 35796 | $0.00 | 502,443.9000 | 93,686,980 | 7.67% | 0.04% |
| Feb. 15, 2025 | Weeber Robert | Pres, Intl. Wealth Mmgt | M | Class A Common Stock | 8955 | $0.00 | 511,418.7000 | 93,686,980 | 1.78% | 0.01% |
| Feb. 15, 2024 | Weeber Robert | Pres, Intl. Wealth Mmgt | M | Restricted Stock Units | 35796 | $0.00 | 35,796.4600 | 65,110,875 | 50.00% | 0.05% |
| Feb. 15, 2024 | Weeber Robert | Pres, Intl. Wealth Mmgt | M | Restricted Stock Units | 8955 | $0.00 | 17,909.2000 | 65,110,875 | 33.33% | 0.01% |
| Feb. 15, 2025 | Yarad Stephen D. | Chief Financial Officer | M | Class A Common Stock | 39662 | $0.00 | 58,615.6300 | 93,686,980 | 209.26% | 0.04% |
| Feb. 15, 2025 | Yarad Stephen D. | Chief Financial Officer | M | Class A Common Stock | 7910 | $0.00 | 66,525.2400 | 93,686,980 | 13.49% | 0.01% |
| Feb. 15, 2025 | Yarad Stephen D. | Chief Financial Officer | M | Restricted Stock Units | 39662 | $0.00 | 39,662.2700 | 93,686,980 | 50.00% | 0.04% |
| Feb. 15, 2025 | Yarad Stephen D. | Chief Financial Officer | M | Restricted Stock Units | 7910 | $0.00 | 15,819.3900 | 93,686,980 | 33.33% | 0.01% |
| Feb. 15, 2025 | Graham Colleen A | Global General Counsel | M | Class A Common Stock | 31412 | $0.00 | 42,569.7300 | 93,686,980 | 281.54% | 0.03% |
| Feb. 15, 2025 | Graham Colleen A | Global General Counsel | M | Class A Common Stock | 21894 | $0.00 | 64,894.4900 | 93,686,980 | 50.92% | 0.02% |
| Feb. 15, 2025 | Graham Colleen A | Global General Counsel | M | Restricted Stock Units | 21894 | $0.00 | 21,894.0200 | 93,686,980 | 50.00% | 0.02% |
| Feb. 15, 2025 | Graham Colleen A | Global General Counsel | M | Restricted Stock Units | 31412 | $0.00 | 62,824.6000 | 93,686,980 | 33.33% | 0.03% |
| Jan. 2, 2025 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 2016 | $0.00 | 12,982,676.0000 | 93,686,980 | 0.02% | 0.00% |
| Jan. 2, 2025 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,982,676.0000 | 93,686,980 | 0.00% | 0.00% |
| Jan. 2, 2025 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,982,676.0000 | 93,686,980 | 0.00% | 0.00% |
| Jan. 2, 2025 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,982,676.0000 | 93,686,980 | 0.00% | 0.00% |
| Jan. 2, 2025 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,982,676.0000 | 93,686,980 | 0.00% | 0.00% |
| Jan. 2, 2025 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,982,676.0000 | 93,686,980 | 0.00% | 0.00% |
| Jan. 2, 2025 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,982,676.0000 | 93,686,980 | 0.00% | 0.00% |
| Jan. 2, 2025 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,982,676.0000 | 93,686,980 | 0.00% | 0.00% |
| Oct. 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 1967 | $0.00 | 12,976,327.0000 | 93,686,980 | 0.02% | 0.00% |
| Oct. 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,976,327.0000 | 93,686,980 | 0.00% | 0.00% |
| Oct. 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,976,327.0000 | 93,686,980 | 0.00% | 0.00% |
| Oct. 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,976,327.0000 | 93,686,980 | 0.00% | 0.00% |
| Oct. 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,976,327.0000 | 93,686,980 | 0.00% | 0.00% |
| Oct. 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,976,327.0000 | 93,686,980 | 0.00% | 0.00% |
| Oct. 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,976,327.0000 | 93,686,980 | 0.00% | 0.00% |
| Oct. 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,976,327.0000 | 93,686,980 | 0.00% | 0.00% |
| Nov. 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 898 | $0.00 | 12,977,225.0000 | 93,686,980 | 0.01% | 0.00% |
| Nov. 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,977,225.0000 | 93,686,980 | 0.00% | 0.00% |
| Nov. 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,977,225.0000 | 93,686,980 | 0.00% | 0.00% |
| Nov. 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,977,225.0000 | 93,686,980 | 0.00% | 0.00% |
| Nov. 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,977,225.0000 | 93,686,980 | 0.00% | 0.00% |
| Nov. 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,977,225.0000 | 93,686,980 | 0.00% | 0.00% |
| Nov. 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,977,225.0000 | 93,686,980 | 0.00% | 0.00% |
| Nov. 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,977,225.0000 | 93,686,980 | 0.00% | 0.00% |
| Dec. 2, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 1419 | $0.00 | 12,978,644.0000 | 93,686,980 | 0.01% | 0.00% |
| Dec. 2, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,978,644.0000 | 93,686,980 | 0.00% | 0.00% |
| Dec. 2, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,978,644.0000 | 93,686,980 | 0.00% | 0.00% |
| Dec. 2, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,978,644.0000 | 93,686,980 | 0.00% | 0.00% |
| Dec. 2, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,978,644.0000 | 93,686,980 | 0.00% | 0.00% |
| Dec. 2, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,978,644.0000 | 93,686,980 | 0.00% | 0.00% |
| Dec. 2, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,978,644.0000 | 93,686,980 | 0.00% | 0.00% |
| Dec. 2, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,978,644.0000 | 93,686,980 | 0.00% | 0.00% |
| June 3, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | P | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 10,260,540.0000 | 65,110,875 | 0.00% | 0.00% |
| June 3, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | P | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 10,260,540.0000 | 65,110,875 | 0.00% | 0.00% |
| June 3, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | P | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 10,260,540.0000 | 65,110,875 | 0.00% | 0.00% |
| June 3, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | P | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 10,260,540.0000 | 65,110,875 | 0.00% | 0.00% |
| June 3, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | P | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 10,260,540.0000 | 65,110,875 | 0.00% | 0.00% |
| June 3, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 844 | $0.00 | 10,261,384.0000 | 65,110,875 | 0.01% | 0.00% |
| June 3, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 10,261,384.0000 | 65,110,875 | 0.00% | 0.00% |
| June 3, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 10,261,384.0000 | 65,110,875 | 0.00% | 0.00% |
| June 3, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 10,261,384.0000 | 65,110,875 | 0.00% | 0.00% |
| June 3, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 10,261,384.0000 | 65,110,875 | 0.00% | 0.00% |
| June 3, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 10,261,384.0000 | 65,110,875 | 0.00% | 0.00% |
| June 3, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 10,261,384.0000 | 65,110,875 | 0.00% | 0.00% |
| June 3, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 10,261,384.0000 | 65,110,875 | 0.00% | 0.00% |
| Aug. 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | P | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 11,558,593.0000 | 72,167,195 | 0.00% | 0.00% |
| Aug. 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | P | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 11,558,593.0000 | 72,167,195 | 0.00% | 0.00% |
| Aug. 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | P | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 11,558,593.0000 | 72,167,195 | 0.00% | 0.00% |
| Aug. 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | P | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 11,558,593.0000 | 72,167,195 | 0.00% | 0.00% |
| Aug. 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | P | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 11,558,593.0000 | 72,167,195 | 0.00% | 0.00% |
| Aug. 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 368 | $0.00 | 11,558,961.0000 | 72,167,195 | 0.00% | 0.00% |
| Aug. 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 11,558,961.0000 | 72,167,195 | 0.00% | 0.00% |
| Aug. 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 11,558,961.0000 | 72,167,195 | 0.00% | 0.00% |
| Aug. 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 11,558,961.0000 | 72,167,195 | 0.00% | 0.00% |
| Aug. 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 11,558,961.0000 | 72,167,195 | 0.00% | 0.00% |
| Aug. 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 11,558,961.0000 | 72,167,195 | 0.00% | 0.00% |
| Aug. 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 11,558,961.0000 | 72,167,195 | 0.00% | 0.00% |
| Aug. 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 11,558,961.0000 | 72,167,195 | 0.00% | 0.00% |
| Aug. 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 3349 | $0.00 | 11,562,310.0000 | 72,167,195 | 0.03% | 0.00% |
| Aug. 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 11,562,310.0000 | 72,167,195 | 0.00% | 0.00% |
| Aug. 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 11,562,310.0000 | 72,167,195 | 0.00% | 0.00% |
| Aug. 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 11,562,310.0000 | 72,167,195 | 0.00% | 0.00% |
| Aug. 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 11,562,310.0000 | 72,167,195 | 0.00% | 0.00% |
| Aug. 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 11,562,310.0000 | 72,167,195 | 0.00% | 0.00% |
| Aug. 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 11,562,310.0000 | 72,167,195 | 0.00% | 0.00% |
| Aug. 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 11,562,310.0000 | 72,167,195 | 0.00% | 0.00% |
| Sept. 3, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | P | Class D Common Shares of Beneficial Interest | 395946 | $10.10 | 12,662,139.0000 | 72,167,195 | 3.23% | 0.55% |
| Sept. 3, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | P | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,662,139.0000 | 72,167,195 | 0.00% | 0.00% |
| Sept. 3, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | P | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,662,139.0000 | 72,167,195 | 0.00% | 0.00% |
| Sept. 3, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | P | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,662,139.0000 | 72,167,195 | 0.00% | 0.00% |
| Sept. 3, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | P | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,662,139.0000 | 72,167,195 | 0.00% | 0.00% |
| Sept. 3, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | P | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,662,139.0000 | 72,167,195 | 0.00% | 0.00% |
| Sept. 3, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | P | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,662,139.0000 | 72,167,195 | 0.00% | 0.00% |
| Sept. 3, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | P | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,662,139.0000 | 72,167,195 | 0.00% | 0.00% |
| Sept. 3, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 1810 | $0.00 | 12,663,949.0000 | 72,167,195 | 0.01% | 0.00% |
| Sept. 3, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,663,949.0000 | 72,167,195 | 0.00% | 0.00% |
| Sept. 3, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,663,949.0000 | 72,167,195 | 0.00% | 0.00% |
| Sept. 3, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,663,949.0000 | 72,167,195 | 0.00% | 0.00% |
| Sept. 3, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,663,949.0000 | 72,167,195 | 0.00% | 0.00% |
| Sept. 3, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,663,949.0000 | 72,167,195 | 0.00% | 0.00% |
| Sept. 3, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,663,949.0000 | 72,167,195 | 0.00% | 0.00% |
| Sept. 3, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,663,949.0000 | 72,167,195 | 0.00% | 0.00% |
| Oct. 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | P | Class D Common Shares of Beneficial Interest | 306127 | $10.13 | 12,970,076.0000 | 93,686,980 | 2.42% | 0.33% |
| Oct. 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | P | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,970,076.0000 | 93,686,980 | 0.00% | 0.00% |
| Oct. 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | P | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,970,076.0000 | 93,686,980 | 0.00% | 0.00% |
| Oct. 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | P | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,970,076.0000 | 93,686,980 | 0.00% | 0.00% |
| Oct. 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | P | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,970,076.0000 | 93,686,980 | 0.00% | 0.00% |
| Oct. 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | P | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,970,076.0000 | 93,686,980 | 0.00% | 0.00% |
| Oct. 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | P | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,970,076.0000 | 93,686,980 | 0.00% | 0.00% |
| Oct. 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | P | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 12,970,076.0000 | 93,686,980 | 0.00% | 0.00% |
| May 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | P | Class D Common Shares of Beneficial Interest | 258537 | $10.06 | 9,932,580.0000 | 65,110,875 | 2.67% | 0.40% |
| May 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | P | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 9,932,580.0000 | 65,110,875 | 0.00% | 0.00% |
| May 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | P | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 9,932,580.0000 | 65,110,875 | 0.00% | 0.00% |
| May 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | P | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 9,932,580.0000 | 65,110,875 | 0.00% | 0.00% |
| May 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | P | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 9,932,580.0000 | 65,110,875 | 0.00% | 0.00% |
| May 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | P | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 9,932,580.0000 | 65,110,875 | 0.00% | 0.00% |
| May 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | P | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 9,932,580.0000 | 65,110,875 | 0.00% | 0.00% |
| May 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | P | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 9,932,580.0000 | 65,110,875 | 0.00% | 0.00% |
| June 3, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | P | Class D Common Shares of Beneficial Interest | 327960 | $10.06 | 10,260,540.0000 | 65,110,875 | 3.30% | 0.50% |
| June 3, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | P | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 10,260,540.0000 | 65,110,875 | 0.00% | 0.00% |
| June 3, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | P | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 10,260,540.0000 | 65,110,875 | 0.00% | 0.00% |
| Aug. 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | P | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 11,558,593.0000 | 72,167,195 | 0.00% | 0.00% |
| Aug. 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | P | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 11,558,593.0000 | 72,167,195 | 0.00% | 0.00% |
| Aug. 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | P | Class D Common Shares of Beneficial Interest | 257824 | $10.08 | 11,558,593.0000 | 72,167,195 | 2.28% | 0.36% |
| July 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 11,039,228.0000 | 72,167,195 | 0.00% | 0.00% |
| July 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 11,039,228.0000 | 72,167,195 | 0.00% | 0.00% |
| July 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 11,039,228.0000 | 72,167,195 | 0.00% | 0.00% |
| July 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 11,039,228.0000 | 72,167,195 | 0.00% | 0.00% |
| July 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 11,039,228.0000 | 72,167,195 | 0.00% | 0.00% |
| July 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 11,039,228.0000 | 72,167,195 | 0.00% | 0.00% |
| July 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 11,039,228.0000 | 72,167,195 | 0.00% | 0.00% |
| July 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | J | Class D Common Shares of Beneficial Interest | 1667 | $0.00 | 11,039,228.0000 | 72,167,195 | 0.02% | 0.00% |
| July 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | P | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 11,037,560.0000 | 72,167,195 | 0.00% | 0.00% |
| July 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | P | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 11,037,560.0000 | 72,167,195 | 0.00% | 0.00% |
| July 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | P | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 11,037,560.0000 | 72,167,195 | 0.00% | 0.00% |
| July 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | P | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 11,037,560.0000 | 72,167,195 | 0.00% | 0.00% |
| July 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | P | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 11,037,560.0000 | 72,167,195 | 0.00% | 0.00% |
| July 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | P | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 11,037,560.0000 | 72,167,195 | 0.00% | 0.00% |
| July 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | P | Class D Common Shares of Beneficial Interest | 0 | $0.00 | 11,037,560.0000 | 72,167,195 | 0.00% | 0.00% |
| July 1, 2024 | TIEDEMANN ADVISORS, LLC | TenPercentOwner | P | Class D Common Shares of Beneficial Interest | 387254 | $10.07 | 11,037,560.0000 | 72,167,195 | 3.64% | 0.54% |
| Oct. 17, 2024 | Maliagros Spiros | Pres., Strategic Alternatives | S | Class A Common Stock | 1516 | $4.00 | 403,650.7400 | 93,686,980 | 0.37% | 0.00% |
| Oct. 18, 2024 | Maliagros Spiros | Pres., Strategic Alternatives | S | Class A Common Stock | 6475 | $4.00 | 397,175.7400 | 93,686,980 | 1.60% | 0.01% |
| Sept. 17, 2024 | Maliagros Spiros | Pres., Strategic Alternatives | S | Class A Common Stock | 5769 | $4.47 | 405,166.7400 | 72,167,195 | 1.40% | 0.01% |
| Sept. 10, 2024 | IlWaddi Holdings | TenPercentOwner | P | Class A Common Stock | 5854 | $3.87 | 18,117,850.0000 | 72,167,195 | 0.03% | 0.01% |
| Sept. 11, 2024 | Maliagros Spiros | Pres., Strategic Alternatives | S | Class A Common Stock | 5426 | $4.13 | 410,935.7400 | 72,167,195 | 1.30% | 0.01% |
| Sept. 10, 2024 | Maliagros Spiros | Pres., Strategic Alternatives | S | Class A Common Stock | 500 | $4.00 | 416,361.7400 | 72,167,195 | 0.12% | 0.00% |
| Sept. 9, 2024 | Maliagros Spiros | Pres., Strategic Alternatives | S | Class A Common Stock | 5612 | $4.04 | 416,861.7400 | 72,167,195 | 1.33% | 0.01% |
| Sept. 4, 2024 | IlWaddi Holdings | TenPercentOwner | P | Class A Common Stock | 12586 | $3.80 | 18,111,393.0000 | 72,167,195 | 0.07% | 0.02% |
| Sept. 5, 2024 | IlWaddi Holdings | TenPercentOwner | P | Class A Common Stock | 603 | $3.80 | 18,111,996.0000 | 72,167,195 | 0.00% | 0.00% |
| Sept. 3, 2024 | Tiedemann Michael | Chief Executive Officer | G | Class A Common Stock | 13975 | $0.00 | 637,084.5300 | 72,167,195 | 2.24% | 0.02% |
| Sept. 3, 2024 | Tiedemann Michael | Chief Executive Officer | G | Class B Common Stock | 466785 | $0.00 | 10,246,826.0000 | 72,167,195 | 4.77% | 0.65% |
| Aug. 27, 2024 | Maliagros Spiros | Pres., Strategic Alternatives | S | Class A Common Stock | 5769 | $4.25 | 422,473.7400 | 72,167,195 | 1.35% | 0.01% |
| Aug. 20, 2024 | IlWaddi Holdings | TenPercentOwner | P | Class A Common Stock | 3835 | $3.95 | 18,098,807.0000 | 72,167,195 | 0.02% | 0.01% |
| Aug. 20, 2024 | Moran Kevin P. | President and COO | S | Class A Common Stock | 137500 | $4.00 | 27,637.2000 | 72,167,195 | 83.26% | 0.19% |
| Aug. 20, 2024 | Maliagros Spiros | Pres., Strategic Alternatives | S | Class A Common Stock | 5769 | $4.04 | 428,242.7400 | 72,167,195 | 1.33% | 0.01% |
| Aug. 16, 2024 | Maliagros Spiros | Pres., Strategic Alternatives | S | Class A Common Stock | 2464 | $4.07 | 428,242.7400 | 72,167,195 | 0.57% | 0.00% |
| Aug. 15, 2024 | Maliagros Spiros | Pres., Strategic Alternatives | S | Class A Common Stock | 6227 | $4.05 | 430,706.7400 | 72,167,195 | 1.43% | 0.01% |
| Aug. 13, 2024 | IlWaddi Holdings | TenPercentOwner | P | Class A Common Stock | 27515 | $3.79 | 18,012,099.0000 | 72,167,195 | 0.15% | 0.04% |
| Aug. 15, 2024 | IlWaddi Holdings | TenPercentOwner | P | Class A Common Stock | 31393 | $4.05 | 18,094,972.0000 | 72,167,195 | 0.17% | 0.04% |
| Aug. 14, 2024 | IlWaddi Holdings | TenPercentOwner | P | Class A Common Stock | 51480 | $3.92 | 18,063,579.0000 | 72,167,195 | 0.29% | 0.07% |
| Aug. 13, 2024 | Maliagros Spiros | Pres., Strategic Alternatives | S | Class A Common Stock | 468 | $4.00 | 436,933.7400 | 72,167,195 | 0.11% | 0.00% |
| Aug. 9, 2024 | Maliagros Spiros | Pres., Strategic Alternatives | S | Class A Common Stock | 200 | $4.00 | 437,401.7400 | 72,167,195 | 0.05% | 0.00% |
| Aug. 7, 2024 | Maliagros Spiros | Pres., Strategic Alternatives | S | Class A Common Stock | 716 | $4.00 | 437,601.7400 | 72,167,195 | 0.16% | 0.00% |
| Aug. 6, 2024 | Maliagros Spiros | Pres., Strategic Alternatives | S | Class A Common Stock | 2000 | $4.03 | 438,317.7400 | 72,167,195 | 0.45% | 0.00% |
| Aug. 2, 2024 | Wimmer Andreas | Director | A | Restricted Stock Units | 22774 | $0.00 | 22,774.3300 | 72,167,195 | 9999.99% | 0.03% |
| Aug. 2, 2024 | Cetin Nazim | Director | A | Restricted Stock Units | 22774 | $0.00 | 22,774.3300 | 72,167,195 | 9999.99% | 0.03% |
| July 31, 2024 | Maliagros Spiros | Pres., Strategic Alternatives | S | Class A Common Stock | 700 | $5.01 | 440,317.7400 | 72,167,195 | 0.16% | 0.00% |
| July 30, 2024 | Maliagros Spiros | Pres., Strategic Alternatives | S | Class A Common Stock | 5769 | $4.79 | 441,017.7400 | 72,167,195 | 1.29% | 0.01% |
| July 26, 2024 | Maliagros Spiros | Pres., Strategic Alternatives | S | Class A Common Stock | 2046 | $5.04 | 446,786.7400 | 72,167,195 | 0.46% | 0.00% |
| June 27, 2024 | Brophy Warson Tracey | Director | A | Restricted Stock Units | 22312 | $0.00 | 22,312.3700 | 65,110,875 | 9999.99% | 0.03% |
| July 25, 2024 | Maliagros Spiros | Pres., Strategic Alternatives | S | Class A Common Stock | 1800 | $5.01 | 448,832.7400 | 72,167,195 | 0.40% | 0.00% |
| July 23, 2024 | Maliagros Spiros | Pres., Strategic Alternatives | S | Class A Common Stock | 5769 | $4.86 | 450,632.7400 | 72,167,195 | 1.26% | 0.01% |
| July 16, 2024 | Maliagros Spiros | Pres., Strategic Alternatives | S | Class A Common Stock | 15528 | $5.06 | 456,401.7400 | 72,167,195 | 3.29% | 0.02% |
| July 15, 2024 | Maliagros Spiros | Pres., Strategic Alternatives | S | Class A Common Stock | 1779 | $5.00 | 471,929.7400 | 72,167,195 | 0.38% | 0.00% |
| July 9, 2024 | Maliagros Spiros | Pres., Strategic Alternatives | S | Class A Common Stock | 5769 | $4.49 | 473,708.7400 | 72,167,195 | 1.20% | 0.01% |
| July 2, 2024 | Maliagros Spiros | Pres., Strategic Alternatives | S | Class A Common Stock | 5769 | $4.74 | 479,477.7400 | 72,167,195 | 1.19% | 0.01% |
| June 27, 2024 | Corio Norma | Director | A | Restricted Stock Units | 22312 | $0.00 | 22,312.3700 | 65,110,875 | 9999.99% | 0.03% |
| June 27, 2024 | FURLONG MARK F | Director | A | Restricted Stock Units | 22312 | $0.00 | 22,312.3700 | 65,110,875 | 9999.99% | 0.03% |
| June 27, 2024 | Keaney Timothy F | Director | A | Restricted Stock Units | 34483 | $0.00 | 34,482.7600 | 65,110,875 | 9999.99% | 0.05% |
| June 27, 2024 | Bouzarif Ali | Director | A | Restricted Stock Units | 22312 | $0.00 | 22,312.3700 | 65,110,875 | 9999.99% | 0.03% |
| June 27, 2024 | Brophy Warson Tracey | Director | A | Restricted Stock Units | 23312 | $0.00 | 23,312.3700 | 65,110,875 | 9999.99% | 0.04% |
| June 25, 2024 | Lee Judy | Director | M | Class A Common Stock | 18364 | $0.00 | 31,474.9400 | 65,110,875 | 140.07% | 0.03% |
| June 25, 2024 | Brophy Warson Tracey | Director | M | Restricted Stock Units | 18364 | $0.00 | 0.0000 | 65,110,875 | 100.00% | 0.03% |
| June 25, 2024 | Brophy Warson Tracey | Director | M | Class A Common Stock | 18364 | $0.00 | 31,474.9400 | 65,110,875 | 140.07% | 0.03% |
| June 25, 2024 | Bouzarif Ali | Director | M | Restricted Stock Units | 18364 | $0.00 | 0.0000 | 65,110,875 | 100.00% | 0.03% |
| June 25, 2024 | Bouzarif Ali | Director | M | Class A Common Stock | 18364 | $0.00 | 779,772.9400 | 65,110,875 | 2.41% | 0.03% |
| June 25, 2024 | Corio Norma | Director | M | Class A Common Stock | 18364 | $0.00 | 18,363.9400 | 65,110,875 | 9999.99% | 0.03% |
| June 25, 2024 | Corio Norma | Director | A | Restricted Stock Units | 18364 | $0.00 | 0.0000 | 65,110,875 | 100.00% | 0.03% |
| June 25, 2024 | Yu Peter | Director | A | Restricted Stock Units | 18364 | $0.00 | 0.0000 | 65,110,875 | 100.00% | 0.03% |
| June 25, 2024 | Yu Peter | Director | M | Class A Common Stock | 18364 | $0.00 | 6,549,233.9400 | 65,110,875 | 0.28% | 0.03% |
| June 25, 2024 | Lee Judy | Director | M | Restricted Stock Units | 18364 | $0.00 | 0.0000 | 65,110,875 | 100.00% | 0.03% |
| June 25, 2024 | Keaney Timothy F | Director | M | Class A Common Stock | 28381 | $0.00 | 125,701.6400 | 65,110,875 | 29.16% | 0.04% |
| June 25, 2024 | FURLONG MARK F | Director | M | Restricted Stock Units | 18364 | $0.00 | 0.0000 | 65,110,875 | 100.00% | 0.03% |
| June 25, 2024 | FURLONG MARK F | Director | M | Class A Common Stock | 18364 | $0.00 | 43,363.9400 | 65,110,875 | 73.46% | 0.03% |
| June 25, 2024 | Keaney Timothy F | Director | M | Restricted Stock Units | 28381 | $0.00 | 0.0000 | 65,110,875 | 100.00% | 0.04% |
| June 6, 2024 | IlWaddi Holdings | TenPercentOwner | P | Class A Common Stock | 20000 | $4.72 | 17,984,584.0000 | 65,110,875 | 0.11% | 0.03% |
| June 4, 2024 | ilWaddi Holdings | TenPercentOwner | P | Class A Common Stock | 20000 | $4.99 | 17,953,265.0000 | 65,110,875 | 0.11% | 0.03% |
| June 5, 2024 | ilWaddi Holdings | TenPercentOwner | P | Class A Common Stock | 11319 | $4.74 | 17,964,584.0000 | 65,110,875 | 0.06% | 0.02% |
| June 3, 2024 | Tiedemann Michael | Chief Executive Officer | P | Class A Common Stock | 24652 | $4.86 | 623,109.5300 | 65,110,875 | 4.12% | 0.04% |
| June 4, 2024 | Moran Kevin P. | President and COO | A | Restricted Stock Units | 41356 | $0.00 | 41,356.0000 | 65,110,875 | 9999.99% | 0.06% |
| June 5, 2024 | Yarad Stephen D. | Chief Financial Officer | A | Peformance Restricted Stock Unit | 26871 | $0.00 | 26,871.4000 | 65,110,875 | 9999.99% | 0.04% |
| June 4, 2024 | Yarad Stephen D. | Chief Financial Officer | A | Restricted Stock Units | 23729 | $0.00 | 23,729.0000 | 65,110,875 | 9999.99% | 0.04% |
| June 5, 2024 | Maliagros Spiros | Pres., Strategic Alternatives | A | Peformance Restricted Stock Unit | 182073 | $0.00 | 182,072.9400 | 65,110,875 | 9999.99% | 0.28% |
| June 4, 2024 | Maliagros Spiros | Pres., Strategic Alternatives | A | Restricted Stock Units | 30339 | $0.00 | 30,339.0000 | 65,110,875 | 9999.99% | 0.05% |
| June 5, 2024 | Weeber Robert | Pres, Intl. Wealth Mmgt | A | Peformance Restricted Stock Unit | 87963 | $0.00 | 87,962.8700 | 65,110,875 | 9999.99% | 0.14% |
| June 4, 2024 | Weeber Robert | Pres, Intl. Wealth Mmgt | A | Restricted Stock Units | 26864 | $0.00 | 26,864.0000 | 65,110,875 | 9999.99% | 0.04% |
| June 5, 2024 | Curtin Nancy Ann | Chief Investment Officer | A | Peformance Restricted Stock Unit | 96581 | $0.00 | 96,580.9900 | 65,110,875 | 9999.99% | 0.15% |
| June 4, 2024 | Curtin Nancy Ann | Chief Investment Officer | A | Restricted Stock Units | 28475 | $0.00 | 28,475.0000 | 65,110,875 | 9999.99% | 0.04% |
| June 5, 2024 | Graham Colleen A | Global General Counsel | A | Peformance Restricted Stock Unit | 77092 | $0.00 | 77,092.1300 | 65,110,875 | 9999.99% | 0.12% |
| June 4, 2024 | Graham Colleen A | Global General Counsel | A | Restricted Stock Units | 94237 | $0.00 | 94,237.0300 | 65,110,875 | 9999.99% | 0.14% |
| June 5, 2024 | Tiedemann Michael | Chief Executive Officer | A | Peformance Restricted Stock Unit | 458733 | $0.00 | 458,733.2100 | 65,110,875 | 9999.99% | 0.70% |
| June 4, 2024 | Tiedemann Michael | Chief Executive Officer | A | Restricted Stock Units | 173729 | $0.00 | 173,729.0000 | 65,110,875 | 9999.99% | 0.27% |
| June 5, 2024 | Moran Kevin P. | President and COO | A | Peformance Restricted Stock Unit | 236967 | $0.00 | 236,967.3700 | 65,110,875 | 9999.99% | 0.36% |
| June 3, 2024 | Tiedemann Michael | Chief Executive Officer | P | Class A Common Stock | 22721 | $4.87 | 598,457.5300 | 65,110,875 | 3.95% | 0.03% |
| June 4, 2024 | Connell Brooke | Pres, US Wealth Mgmt | A | Restricted Stock Units | 26102 | $0.00 | 26,102.0000 | 65,110,875 | 9999.99% | 0.04% |
| June 5, 2024 | Connell Brooke | Pres, US Wealth Mgmt | A | Peformance Restricted Stock Unit | 29559 | $0.00 | 29,558.5400 | 65,110,875 | 9999.99% | 0.05% |
| May 29, 2024 | Maliagros Spiros | Pres., Strategic Alternatives | S | Class A Common Stock | 14134 | $5.04 | 485,246.7400 | 65,110,875 | 2.83% | 0.02% |
| May 23, 2024 | Tiedemann Michael | Chief Executive Officer | P | Class A Common Stock | 20000 | $4.52 | 595,736.5300 | 65,110,875 | 3.47% | 0.03% |
| May 21, 2024 | Tiedemann Michael | Chief Executive Officer | P | Class A Common Stock | 21072 | $4.41 | 575,736.5300 | 65,110,875 | 3.80% | 0.03% |
| May 21, 2024 | Tiedemann Michael | Chief Executive Officer | P | Class A Common Stock | 22296 | $4.39 | 554,664.5300 | 65,110,875 | 4.19% | 0.03% |
| May 16, 2024 | Maliagros Spiros | President, Asset Management | S | Class A Common Stock | 13604 | $4.62 | 499,380.7400 | 65,110,875 | 2.65% | 0.02% |
| May 16, 2024 | Tiedemann Michael | Chief Executive Officer | P | Class A Common Stock | 60000 | $4.66 | 492,368.5300 | 65,110,875 | 13.88% | 0.09% |
| May 20, 2024 | Tiedemann Michael | Chief Executive Officer | P | Class A Common Stock | 20000 | $4.55 | 512,368.5300 | 65,110,875 | 4.06% | 0.03% |
| May 20, 2024 | Tiedemann Michael | Chief Executive Officer | P | Class A Common Stock | 20000 | $4.53 | 532,368.5300 | 65,110,875 | 3.90% | 0.03% |
| May 16, 2024 | Moran Kevin P. | See Remarks | S | Class A Common Stock | 10047 | $4.70 | 165,137.2000 | 65,110,875 | 5.74% | 0.02% |
| May 14, 2024 | Moran Kevin P. | See Remarks | S | Class A Common Stock | 591 | $4.70 | 175,184.2000 | 65,110,875 | 0.34% | 0.00% |
| April 2, 2024 | Yu Peter | Director | J | Class A Common Stock | 13111 | $0.00 | 6,530,870.0000 | 65,110,875 | 0.20% | 0.02% |
| April 2, 2024 | Yu Peter | Director | J | Class A Common Stock | 13111 | $0.00 | 6,530,870.0000 | 65,110,875 | 0.20% | 0.02% |
| May 16, 2024 | Keaney Timothy F | President, Asset Management | P | Class A Common Stock | 16417 | $4.60 | 97,321.0000 | 65,110,875 | 20.29% | 0.03% |
| May 15, 2024 | Keaney Timothy F | President, Asset Management | P | Class A Common Stock | 50195 | $4.52 | 80,904.0000 | 65,110,875 | 163.45% | 0.08% |
| May 14, 2024 | Keaney Timothy F | President, Asset Management | P | Class A Common Stock | 17598 | $4.62 | 30,709.0000 | 65,110,875 | 134.22% | 0.03% |
| March 11, 2024 | Moran Kevin P. | Chief Operating Officer | M | Class A Common Stock | 150000 | $0.00 | 195,775.2000 | 65,110,875 | 327.69% | 0.23% |
| March 11, 2024 | Tiedemann Michael | Chief Executive Officer | M | Class A Common Stock | 150000 | $0.00 | 432,368.5300 | 65,110,875 | 53.12% | 0.23% |
| March 11, 2024 | Tiedemann Michael | Chief Executive Officer | M | Class B Common Stock | 150000 | $0.00 | 9,780,041.0000 | 65,110,875 | 1.51% | 0.23% |
| March 11, 2024 | Connell Brooke | Pres, US Wealth Mmgt | M | Class A Common Stock | 50000 | $0.00 | 205,771.5400 | 65,110,875 | 32.10% | 0.08% |
| April 2, 2024 | Connell Brooke | Pres, US Wealth Mmgt | S | Class A Common Stock | 15000 | $5.07 | 190,771.5400 | 65,110,875 | 7.29% | 0.02% |
| March 11, 2024 | Connell Brooke | Pres, US Wealth Mmgt | M | Class B Common Stock | 50000 | $0.00 | 765,879.0000 | 65,110,875 | 6.13% | 0.08% |
| April 3, 2024 | Moran Kevin P. | Chief Operating Officer | S | Class A Common Stock | 20000 | $4.93 | 175,775.2000 | 65,110,875 | 10.22% | 0.03% |
| March 11, 2024 | Moran Kevin P. | Chief Operating Officer | M | Class B Common Stock | 150000 | $0.00 | 695,759.0000 | 65,110,875 | 17.74% | 0.23% |
| April 2, 2024 | FURLONG MARK F | Not found | P | Class A Common Stock | 25000 | $5.43 | 25,000.0000 | 65,110,875 | 9999.99% | 0.04% |
| March 11, 2024 | Smith Craig Lindsay | See remarks | M | Class A Common Stock | 75000 | $0.00 | 142,362.2800 | 65,110,875 | 111.34% | 0.12% |
| April 2, 2024 | Smith Craig Lindsay | See remarks | D | Class A Common Stock | 106102 | $5.05 | 36,260.0000 | 65,110,875 | 74.53% | 0.16% |
| March 11, 2024 | Smith Craig Lindsay | See remarks | M | Class B Common Stock | 75000 | $0.00 | 2,072,165.0000 | 65,110,875 | 3.49% | 0.12% |
| March 11, 2024 | Maliagros Spiros | President, Asset Management | M | Class A Common Stock | 400000 | $0.00 | 523,284.7400 | 65,110,875 | 324.45% | 0.61% |
| April 2, 2024 | Maliagros Spiros | President, Asset Management | S | Class A Common Stock | 5350 | $5.14 | 517,934.7400 | 65,110,875 | 1.02% | 0.01% |
| April 3, 2024 | Maliagros Spiros | President, Asset Management | S | Class A Common Stock | 4950 | $5.01 | 512,984.7400 | 65,110,875 | 0.96% | 0.01% |
| March 11, 2024 | Maliagros Spiros | President, Asset Management | M | Class B Common Stock | 400000 | $0.00 | 3,411,306.0000 | 65,110,875 | 10.50% | 0.61% |
| April 2, 2024 | ilWaddi Cayman Holdings | Not found | P | Class A Common Stock | 20000 | $5.15 | 17,913,265.0000 | 65,110,875 | 0.11% | 0.03% |
| April 3, 2024 | ilWaddi Cayman Holdings | Not found | P | Class A Common Stock | 20000 | $4.99 | 17,933,265.0000 | 65,110,875 | 0.11% | 0.03% |
| March 14, 2024 | Yu Peter | Director | J | Class A Common Stock | 2505687 | $0.00 | 2,997,265.0000 | 65,110,875 | 509.72% | 3.85% |
| March 14, 2024 | Yu Peter | Director | J | Class A Common Stock | 2505687 | $0.00 | 3,546,716.0000 | 65,110,875 | 41.40% | 3.85% |
| March 1, 2024 | FURLONG MARK F | Not found | A | Restricted Stock Units | 18364 | $0.00 | 18,363.9400 | 65,110,875 | 9999.99% | 0.03% |
| March 1, 2024 | Keaney Timothy F | Not found | A | Restricted Stock Units | 28381 | $0.00 | 28,380.6400 | 65,110,875 | 9999.99% | 0.04% |
| March 1, 2024 | Brophy Warson Tracey | Not found | A | Restricted Stock Units | 18364 | $0.00 | 18,363.9400 | 65,110,875 | 9999.99% | 0.03% |
| March 1, 2024 | Yu Peter | Director | A | Restricted Stock Units | 18364 | $0.00 | 18,363.9400 | 65,110,875 | 9999.99% | 0.03% |
| March 1, 2024 | Lee Judy | Not found | A | Restricted Stock Units | 18364 | $0.00 | 18,363.9400 | 65,110,875 | 9999.99% | 0.03% |
| March 1, 2024 | Corio Norma | Not found | A | Restricted Stock Units | 18364 | $0.00 | 18,363.9400 | 65,110,875 | 9999.99% | 0.03% |
| March 1, 2024 | Bouzarif Ali | Not found | A | Restricted Stock Units | 18364 | $0.00 | 18,363.9400 | 65,110,875 | 9999.99% | 0.03% |
| June 7, 2023 | Smith Craig Lindsay | See remarks | A | Class A Common Stock | 54387 | $0.00 | 67,362.2800 | 55,388,023 | 419.16% | 0.10% |
| June 7, 2023 | Smith Craig Lindsay | See remarks | D | Warrant | 217548 | $0.00 | 0.0000 | 55,388,023 | 100.00% | 0.39% |
| Feb. 15, 2024 | Weeber Robert | Pres, Intl. Wealth Mmgt | M | Restricted Stock Units | 35796 | $0.00 | 71,592.9100 | 65,110,875 | 33.33% | 0.05% |
| Feb. 15, 2024 | Weeber Robert | Pres, Intl. Wealth Mmgt | M | Class A Common Stock | 35796 | $0.00 | 466,647.4500 | 65,110,875 | 8.31% | 0.05% |
| Feb. 15, 2024 | Curtin Nancy Ann | Chief Investment Officer | M | Restricted Stock Units | 38070 | $0.00 | 76,140.5400 | 65,110,875 | 33.33% | 0.06% |
| Feb. 15, 2024 | Curtin Nancy Ann | Chief Investment Officer | F | Class A Common Stock | 17132 | $5.65 | 20,938.7300 | 65,110,875 | 45.00% | 0.03% |
| Feb. 15, 2024 | Curtin Nancy Ann | Chief Investment Officer | M | Class A Common Stock | 38070 | $0.00 | 38,070.4600 | 65,110,875 | 9999.99% | 0.06% |
| Feb. 15, 2024 | Maliagros Spiros | President, Asset Management | M | Restricted Stock Units | 17878 | $0.00 | 35,756.5700 | 65,110,875 | 33.33% | 0.03% |
| Feb. 15, 2024 | Maliagros Spiros | President, Asset Management | F | Class A Common Stock | 8708 | $5.65 | 123,284.7400 | 65,110,875 | 6.60% | 0.01% |
| Feb. 15, 2024 | Maliagros Spiros | President, Asset Management | M | Class A Common Stock | 17878 | $0.00 | 131,992.4300 | 65,110,875 | 15.67% | 0.03% |
| Feb. 15, 2024 | Tiedemann Michael | Chief Executive Officer | M | Restricted Stock Units | 25546 | $0.00 | 51,092.7200 | 65,110,875 | 33.33% | 0.04% |
| Feb. 15, 2024 | Tiedemann Michael | Chief Executive Officer | F | Class A Common Stock | 12700 | $5.65 | 282,368.5300 | 65,110,875 | 4.30% | 0.02% |
| Feb. 15, 2024 | Parmelee Reid | Chief Accounting Officer | M | Restricted Stock Units | 13310 | $0.00 | 26,618.9900 | 65,110,875 | 33.33% | 0.02% |
| Feb. 15, 2024 | Parmelee Reid | Chief Accounting Officer | F | Class A Common Stock | 6903 | $5.65 | 6,506.7700 | 65,110,875 | 51.48% | 0.01% |
| Feb. 15, 2024 | Parmelee Reid | Chief Accounting Officer | M | Class A Common Stock | 13310 | $0.00 | 13,409.5000 | 65,110,875 | 9999.99% | 0.02% |
| Feb. 15, 2024 | Tiedemann Michael | Chief Executive Officer | M | Class A Common Stock | 25546 | $0.00 | 295,068.2800 | 65,110,875 | 9.48% | 0.04% |
| Feb. 15, 2024 | Smith Craig Lindsay | See remarks | M | Restricted Stock Units | 26420 | $0.00 | 52,840.6600 | 65,110,875 | 33.33% | 0.04% |
| Feb. 15, 2024 | Smith Craig Lindsay | See remarks | F | Class A Common Stock | 13445 | $5.65 | 12,975.2800 | 65,110,875 | 50.89% | 0.02% |
| Feb. 15, 2024 | Smith Craig Lindsay | See remarks | M | Class A Common Stock | 26420 | $0.00 | 26,420.3400 | 65,110,875 | 9999.99% | 0.04% |
| Feb. 15, 2024 | Graham Colleen A | Global General Counsel | M | Restricted Stock Units | 21894 | $0.00 | 43,788.5100 | 65,110,875 | 33.33% | 0.03% |
| Feb. 15, 2024 | Graham Colleen A | Global General Counsel | F | Class A Common Stock | 10737 | $5.65 | 11,157.3000 | 65,110,875 | 49.04% | 0.02% |
| Feb. 15, 2024 | Graham Colleen A | Global General Counsel | M | Class A Common Stock | 21894 | $0.00 | 21,894.4900 | 65,110,875 | 9999.99% | 0.03% |
| Feb. 15, 2024 | Yarad Stephen D. | Chief Financial Officer | M | Restricted Stock Units | 39662 | $0.00 | 79,324.6300 | 65,110,875 | 33.33% | 0.06% |
| Feb. 15, 2024 | Yarad Stephen D. | Chief Financial Officer | F | Class A Common Stock | 20709 | $5.65 | 18,953.2600 | 65,110,875 | 52.21% | 0.03% |
| Feb. 15, 2024 | Yarad Stephen D. | Chief Financial Officer | M | Class A Common Stock | 39662 | $0.00 | 39,662.3700 | 65,110,875 | 9999.99% | 0.06% |
| Feb. 15, 2024 | Moran Kevin P. | Chief Operating Officer | M | Restricted Stock Units | 47398 | $0.00 | 94,795.3000 | 65,110,875 | 33.33% | 0.07% |
| Feb. 15, 2024 | Moran Kevin P. | Chief Operating Officer | F | Class A Common Stock | 23045 | $5.65 | 45,775.2000 | 65,110,875 | 33.49% | 0.04% |
| Feb. 15, 2024 | Moran Kevin P. | Chief Operating Officer | M | Class A Common Stock | 47398 | $0.00 | 68,819.7000 | 65,110,875 | 221.26% | 0.07% |
| Feb. 15, 2024 | Connell Brooke | Pres, US Wealth Mmgt | M | Restricted Stock Units | 38379 | $0.00 | 76,758.0500 | 65,110,875 | 33.33% | 0.06% |
| Feb. 15, 2024 | Connell Brooke | Pres, US Wealth Mmgt | F | Class A Common Stock | 18410 | $5.65 | 155,771.5400 | 65,110,875 | 10.57% | 0.03% |
| Feb. 15, 2024 | Connell Brooke | Pres, US Wealth Mmgt | M | Class A Common Stock | 38379 | $0.00 | 174,182.0200 | 65,110,875 | 28.26% | 0.06% |
| Jan. 3, 2024 | Brophy Warson Tracey | Director | M | Restricted Stock Units | 13111 | $0.00 | 0.0000 | 65,110,875 | 100.00% | 0.02% |
| Jan. 3, 2024 | Yu Peter | Director | M | Class A Common Stock | 13111 | $0.00 | 6,530,870.0000 | 65,110,875 | 0.20% | 0.02% |
| Jan. 3, 2024 | Yu Peter | Director | M | Restricted Stock Units | 13111 | $0.00 | 0.0000 | 65,110,875 | 100.00% | 0.02% |
| Jan. 3, 2024 | Bouzarif Ali | Director | M | Class A Common Stock | 13111 | $0.00 | 761,409.0000 | 65,110,875 | 1.75% | 0.02% |
| Jan. 3, 2024 | Bouzarif Ali | Director | M | Restricted Stock Units | 13111 | $0.00 | 0.0000 | 65,110,875 | 100.00% | 0.02% |
| Jan. 3, 2024 | Keaney Timothy F | Director | M | Class A Common Stock | 13111 | $0.00 | 13,111.0000 | 65,110,875 | 9999.99% | 0.02% |
| Jan. 3, 2024 | Keaney Timothy F | Director | M | Restricted Stock Units | 13111 | $0.00 | 0.0000 | 65,110,875 | 100.00% | 0.02% |
| Jan. 3, 2024 | Lee Judy | Director | M | Class A Common Stock | 13111 | $0.00 | 13,111.0000 | 65,110,875 | 9999.99% | 0.02% |
| Jan. 3, 2024 | Lee Judy | Director | M | Restricted Stock Units | 13111 | $0.00 | 0.0000 | 65,110,875 | 100.00% | 0.02% |
| Jan. 3, 2024 | Brophy Warson Tracey | Director | M | Class A Common Stock | 13111 | $0.00 | 13,111.0000 | 65,110,875 | 9999.99% | 0.02% |
| Jan. 2, 2024 | FURLONG MARK F | Director | A | Restricted Stock Units | 0 | $0.00 | 0.0000 | 65,110,875 | 0.00% | 0.00% |
| Jan. 2, 2024 | FURLONG MARK F | Director | A | Restricted Stock Units | 15873 | $0.00 | 15,873.0000 | 65,110,875 | 9999.99% | 0.02% |