| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Finance of America Companies Inc. | Director | Class A Common Stock | 26,580 | $492,261 | $18.52 | 13 May 2025 | Direct |
| AlTi Global, Inc. | Director | Class A Common Stock | 40,676 | $169,184 | $4.16 | 13 Jun 2025 | Direct |
| AlTi Global, Inc. | Director | Restricted Stock Units | 30,732 | $105,314 | $4.72 | 19 Jun 2025 | Direct |
| Finance of America Companies Inc. | Director | Restricted Stock Units | 4,570 | $73,510 | $0.7351 | 19 May 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| ALTI | AlTi Global, Inc. | 19 Jun 2025 | 1 | $0 | 4 | Director | 23 Jun 2025, 19:08 |
| ALTI | AlTi Global, Inc. | 13 Jun 2025 | 2 | $0 | 4/A | Director | 30 Jul 2025, 16:34 |
| FOA | Finance of America Companies Inc. | 19 May 2025 | 1 | $0 | 4 | Director | 21 May 2025, 16:22 |
| FOA | Finance of America Companies Inc. | 13 May 2025 | 2 | $0 | 4 | Director | 15 May 2025, 17:47 |
| FOA | Finance of America Companies Inc. | 12 Dec 2024 | 1 | +$110,122 | 4 | Director | 16 Dec 2024, 16:07 |
| ALTI | AlTi Global, Inc. | 27 Jun 2024 | 1 | $0 | 4 | Director | 01 Jul 2024, 11:38 |
| ALTI | AlTi Global, Inc. | 25 Jun 2024 | 2 | $0 | 4 | Director | 26 Jun 2024, 09:05 |
| FOA | Finance of America Companies Inc. | 13 May 2024 | 3 | $0 | 4 | Director | 15 May 2024, 17:09 |
| ALTI | AlTi Global, Inc. | 01 Mar 2024 | 1 | $0 | 4 | Director | 05 Mar 2024, 16:35 |
| ALTI | AlTi Global, Inc. | 29 Jun 2023 | 0 | $0 | 3 | Director | 07 Jul 2023, 17:01 |
| FOA | Finance of America Companies Inc. | 08 Jun 2023 | 3 | $0 | 4 | Director | 12 Jun 2023, 16:19 |
| FOA | Finance of America Companies Inc. | 08 Jun 2022 | 3 | $0 | 4 | Director | 10 Jun 2022, 17:24 |
| FOA | Finance of America Companies Inc. | 18 Nov 2021 | 1 | $0 | 4 | Director | 22 Nov 2021, 15:15 |