ALTI AlTi Global (ALTI) Insider Trading, Ownership & Congress Trades
Financial Services · Investment advice · CIK 0001838615
SEC filings
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
47
13F, latest reported quarter
Conversions, 180 days
7
Codes C/M, not in net · no price filed
AlTi Global insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
No insider purchases or sales are on record for AlTi Global, Inc. in the period covered. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- 4 earlier Form 4 trades (code P or S) here by this insider (4 sales), the last on Aug 20, 2024.
- The trade is 47.3% of the 60,311 shares held after it.
- 4 other insiders sold within 30 days.
- 47 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President and COO Moran Kevin P. sold about $98.9K of ALTI on Jun 3, 2025; 4 other insiders sold within 30 days and 47 funds added in the latest 13F quarter.Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Apr 2, 2024.
- The trade is 9.9% of the 216,388 shares held after it.
- 4 other insiders sold within 30 days.
- 47 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Pres, US Wealth Mgmt Connell Brooke sold about $74.5K of ALTI on Jun 3, 2025; 4 other insiders sold within 30 days and 47 funds added in the latest 13F quarter.Context
- 8 earlier Form 4 trades (code P or S) here by this insider (8 buys), the last on Jun 3, 2024.
- -10.4% median (-13.1% mean) 90-day return after 5 previous buys.
- The trade is 7.8% of the 541,143 shares held after it.
- 4 other insiders sold within 30 days.
- 47 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Executive Officer Tiedemann Michael sold about $146.4K of ALTI on Jun 3, 2025; 4 other insiders sold within 30 days and 47 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 54.7% of the 41,960 shares held after it.
- 4 other insiders sold within 30 days.
- 47 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Legal, Compl & Risk Ofcr Graham Colleen A sold about $79.6K of ALTI on Jun 3, 2025; 4 other insiders sold within 30 days and 47 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 69.0% of the 6,613 shares held after it.
- 4 other insiders sold within 30 days.
- 47 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Principal Accounting Officer Keenan Patrick T. sold about $15.8K of ALTI on Jun 3, 2025; 4 other insiders sold within 30 days and 47 funds added in the latest 13F quarter.72 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
no insider buys or sells on file
Congress
no House purchase disclosed in the last 12 months
Funds
47 funds bought in last quarter
below 56% of Financial Services
Revenue
+28.5% year over year
more than 68% of Financial Services
Margin
-46.9% net margin
below 69% of Financial Services
Buybacks
$5.7M repurchased, FY to 2026-06-30
below 77% of Financial Services
Short interest
3.9% of the float short (float per yahoo 2026-10-26) · 14.0 days to cover · settled 2026-09-30
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch ALTI
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-32.9%12M
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns ALTI: institutional holders (13F)
13F holdings, latest reported quarter
21,707,214 sh
$78.4M
3,181,284 sh
$11.5M
2,014,518 sh
$7.3M
1,289,528 sh
$4.7M
847,248 sh
$3.1M
Congress trades in ALTI
No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
ALTI planned insider sales (Form 144)
No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
ALTI mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
iShares Micro-Cap ETF
$606.2K position · as of 2026-06-30
0.0%
1290 VT Micro Cap Portfolio
$40.7K position · as of 2026-06-30
0.0%
iShares Russell 2000 Value ETF
$1.4M position · as of 2026-06-30
0.0%
PD Small-Cap Value Index Portfolio
$12.5K position · as of 2026-06-30
0.0%
VANGUARD RUSSELL 2000 VALUE INDEX FUND
$108.8K position · as of 2026-05-31
0.0%
Fidelity Small Cap Value Index Fund
$165.7K position · as of 2026-06-30
0.0%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows 47 funds added last quarter. Each figure is a federal filing, dated the day it went public.
ALTI financials
Revenue growth
+28.5%
XBRL, annual
Net margin
-46.9%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
n/a
the filed year and its quarters do not reconcile, so the trailing figure is withheld
Revenue, TTM ALTI
| FY Dec 2025 | n/a |
| FY Dec 2024 | $206.9M |
| FY Dec 2023 | n/a |
| FY Dec 2022 | $76.9M |
| FY Dec 2021 | n/a |
| Jun 2026 | $58.0M |
| Mar 2026 | $73.1M |
| Dec 2025 | $88.3M |
| Sep 2025 | $57.2M |
| Jun 2025 | $53.1M |
| Mar 2025 | $58.0M |
| Dec 2024 | $53.3M |
| Sep 2024 | $53.3M |
At each fiscal year end
Single quarter
Net margin, TTM
n/a
the filed year and its quarters do not reconcile, so the trailing figure is withheld
Net margin, TTM ALTI
| FY Dec 2025 | n/a |
| FY Dec 2024 | -49.8% |
| FY Dec 2023 | n/a |
| FY Dec 2022 | -7.7% |
| FY Dec 2021 | n/a |
| Jun 2026 | -40.5% |
| Mar 2026 | +10.5% |
| Dec 2025 | -14.9% |
| Sep 2025 | -147.0% |
| Jun 2025 | -45.9% |
| Mar 2025 | +3.3% |
| Dec 2024 | -100.8% |
| Sep 2024 | -136.0% |
At each fiscal year end
Single quarter
Free cash flow, TTM
-$55.9M
operating cash flow minus capex, 2024-07-01 to 2025-06-30
Free cash flow, TTM ALTI
| FY Dec 2025 | -$55.9M |
| FY Dec 2024 | -$58.2M |
| FY Dec 2023 | -$82.0M |
| FY Dec 2022 | $6.7M |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | -$20.0M |
| Mar 2025 | -$31.0M |
| Dec 2024 | -$1.8M |
| Sep 2024 | -$9.4M |
At each fiscal year end
Single quarter
Debt to equity
0.02x
long-term debt only, 2026-06-30; equity 2026-06-30
Debt to equity ALTI
| FY Dec 2025 | 0.00x |
| FY Dec 2024 | 0.00x |
| FY Dec 2023 | 0.53x |
| FY Dec 2022 | 1.21x |
| FY Dec 2021 | n/a |
| Jun 2026 | 0.02x |
| Mar 2026 | 0.02x |
| Dec 2025 | 0.00x |
| Sep 2025 | 0.00x |
| Jun 2025 | 0.00x |
| Mar 2025 | 0.00x |
| Dec 2024 | 0.00x |
| Sep 2024 | 0.18x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
-4.47x
TTM operating cash flow over long-term debt only, 2026-06-30
Cash flow to debt ALTI
| FY Dec 2025 | -62.42x |
| FY Dec 2024 | n/a |
| FY Dec 2023 | -0.44x |
| FY Dec 2022 | 0.32x |
| FY Dec 2021 | n/a |
| Jun 2026 | -4.47x |
| Mar 2026 | -3.66x |
| Dec 2025 | -62.42x |
| Sep 2025 | -94.05x |
| Jun 2025 | -81.89x |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | -0.40x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
-17.4%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity ALTI
| FY Dec 2025 | -19.0% |
| FY Dec 2024 | -20.4% |
| FY Dec 2023 | -24.2% |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | -17.4% |
| Mar 2026 | -17.7% |
| Dec 2025 | -19.0% |
| Sep 2025 | -24.4% |
| Jun 2025 | -24.3% |
| Mar 2025 | -22.2% |
| Dec 2024 | -20.4% |
| Sep 2024 | -18.2% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
-9.6%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets ALTI
| FY Dec 2025 | -9.8% |
| FY Dec 2024 | -8.2% |
| FY Dec 2023 | -24.4% |
| FY Dec 2022 | -2.7% |
| FY Dec 2021 | +2.3% |
| Jun 2026 | -9.6% |
| Mar 2026 | -9.7% |
| Dec 2025 | -9.8% |
| Sep 2025 | -12.5% |
| Jun 2025 | -11.6% |
| Mar 2025 | -10.4% |
| Dec 2024 | -8.2% |
| Sep 2024 | -7.5% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
pre-tax loss, no effective tax rate to apply
Return on invested capital ALTI
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | -1.0% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
-5.3%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
Return on capital employed ALTI
| FY Dec 2025 | -6.1% |
| FY Dec 2024 | n/a |
| FY Dec 2023 | -7.1% |
| FY Dec 2022 | -0.6% |
| FY Dec 2021 | +4.5% |
| Jun 2026 | -5.3% |
| Mar 2026 | -6.5% |
| Dec 2025 | -6.1% |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | -0.4% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
P/E, trailing ALTI
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
n/a
no share count filed
Enterprise value ALTI
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
n/a
no share count filed
FCF yield ALTI
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
PEG, trailing ALTI
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-27. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $255.0M | $206.9M | $250.9M | $76.9M |
| Operating income | -$73.9M | -$58.9M | -$94.1M | -$1.3M |
| Net income | -$119.7M | -$103.0M | -$162.6M | -$5.9M |
| EPS (diluted) | n/a | -1.59 | -2.65 | -839.87 |
| Operating cash flow | n/a | -$50.7M | -$81.7M | $6.9M |
| Cash | $41.2M | $64.4M | $15.3M | $7.1M |
| Long-term debt | $883.0K | $0 | $186.4M | $21.2M |
| Buybacks | $0 | $0 | $4.2M | n/a |
| Dividends paid | $0 | $11.0K | $3.4M | $0 |
SEC XBRL, fiscal years, as known on 2026-10-28
ALTI Stock Sonar score 5/7 axes
Find similar shapesCompareALTI ranks highest on growth (68th percentile) and risk and compliance (57th), and lowest on profitability (41st), among Financial Services peers.
5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
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