Home/Filings/4/0001628280-24-039387
4//SEC Filing

Tiedemann Michael 4

Accession 0001628280-24-039387

CIK 0001838615other

Filed

Sep 3, 8:00 PM ET

Accepted

Sep 4, 6:45 PM ET

Size

14.9 KB

Accession

0001628280-24-039387

Insider Transaction Report

Form 4
Period: 2024-09-03
Tiedemann Michael
DirectorChief Executive Officer
Transactions
  • Gift

    Class B Common Stock

    2024-09-03+466,7851,137,119 total(indirect: See FN)
    Class A Common Stock (466,785 underlying)
  • Gift

    Class A Common Stock

    2024-09-03+13,97530,954 total(indirect: See FN)
Holdings
  • Class A Common Stock

    (indirect: See FN)
    63,326
  • Class B Common Stock

    Class A Common Stock (4,915,196 underlying)
    4,915,196
  • Class B Common Stock

    (indirect: See FN)
    Class A Common Stock (1,694,408 underlying)
    1,694,408
  • Class A Common Stock

    (indirect: See FN)
    42,918
  • Class B Common Stock

    (indirect: See FN)
    Class A Common Stock (2,500,103 underlying)
    2,500,103
  • Class A Common Stock

    499,886.53
Footnotes (2)
  • [F1]The reporting person's indirect beneficial ownership includes (i) 63,326 shares of Class A common stock of the Company ("Class A Common Stock") and 2,500,103 shares of Class B Common Stock of the Company ("Class B Common Stock") for MGT 2012 DE Trust; (ii) 30,954 shares of Class A Common Stock and 1,137,119 shares of Class B Common Stock for CHT Fam Tst Ar 3rd fbo MGT; and (iii) 42,918 shares of Class A Common Stock and 1,694,498 shares of Class B Common Stock for Chauncey Close, LLC. The reporting person disclaims beneficial ownership of the securities held by the MGT 2012 DE Trust, the CHT Fam Tst Ar 3rd fbo MGT and Chauncey Close, LLC, except to the extent of any pecuniary interest the reporting person may have therein.
  • [F2]Each Class B Unit (a "Class B Unit") of AlTi Global Capital, LLC ("Umbrella") is paired with a share of Class B Common Stock (the Class B Common Stock together with a Class B Unit, a "Paired Interest"). Pursuant to the Third Amended and Restated Limited Liability Agreement, dated as of July 31, 2023 (as amended from time to time, the "LLC Agreement"), of Umbrella, a Paired Interest is exchangeable at any time for a share of Class A Common Stock on a one-for-one basis, subject to equitable adjustments for stock splits, stock dividends and reclassifications. As the holder exchanges the Paired Interests pursuant to the LLC Agreement, the shares of Class B Common Stock included in the Paired Interests will automatically be canceled and the Class B Common Units included in the Paired Interests shall be automatically transferred to the Issuer and converted into and become an equal number of Class A Common Units in Umbrella.

Issuer

AlTi Global, Inc.

CIK 0001838615

Entity typeother

Related Parties

1
  • filerCIK 0001958484

Filing Metadata

Form type
4
Filed
Sep 3, 8:00 PM ET
Accepted
Sep 4, 6:45 PM ET
Size
14.9 KB