{"filings":[{"id":1276438,"accession_number":"0001628280-26-045487","cik":1838615,"company_name":"AlTi Global, Inc.","ticker":"ALTI","form_type":"8-K","filed_at":"2026-06-25T20:01:29+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"AlTi Global CFO Harrington to retire July 1; Patrick Keenan named successor","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CFO Michael Harrington to retire effective July 1, 2026; Patrick Keenan appointed CFO.","Keenan, former Deputy CFO/CAO, receives $375k base salary and $450k target bonus.","Transition is planned internal succession to support AlTi's next growth phase.","Keenan served as Chief Accounting Officer since 2024 and held senior finance roles at AlTi.","Keenan is a CPA; prior leadership at Aflac Global Investments and public accounting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":494274162.17971,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1120716,"accession_number":"0001140361-26-025666","cik":1838615,"company_name":"AlTi Global, Inc.","ticker":"ALTI","form_type":"8-K","filed_at":"2026-06-18T11:53:21+00:00","items":["5.07"],"status":"ready","headline":"AlTi Global stockholders elect all seven director nominees and ratify KPMG as auditor for FY2026","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All seven director nominees were elected at the 2026 Annual Meeting on June 17, 2026.","Stockholders ratified KPMG LLP as independent auditor for fiscal year ending December 31, 2026.","Vote results show strong support for each director and the auditor ratification proposal."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":494274162.17971,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":12973,"accession_number":"0001628280-26-033448","cik":1838615,"company_name":"AlTi Global, Inc.","ticker":"ALTI","form_type":"8-K","filed_at":"2026-05-11T20:06:25+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"AlTi Global posts Q1 2026 results via investor presentation; no specific figures in excerpt","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Filing furnishes an updated investor presentation for the first quarter ended March 31, 2026.","Presentation dated May 11, 2026; actual financial data not disclosed in the provided text.","No revenue, EPS, or other key metrics are extractable from the attached exhibit excerpt.","Company's stock ALTI trades on Nasdaq Capital Market."],"consensus_eps_estimate":0.0612,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":73105000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl+finnhub","sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":494274162.17971,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109636,"accession_number":"0001628280-26-022205","cik":1838615,"company_name":"AlTi Global, Inc.","ticker":"ALTI","form_type":"8-K","filed_at":"2026-03-31T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"AlTi Global furnishes Q4 2025 investor presentation, details not available in excerpt","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Filing references an updated investor presentation for Q4 2025 earnings dated March 31, 2026.","Exhibit 99.1 contains only a cover slide and disclosure notice; no financial figures are included.","Investors should refer to the full presentation on the company's IR website for actual results.","No revenue, EPS, or guidance data are extractable from the provided exhibit text.","The presentation is furnished under Items 2.02 and 7.01 and not filed for SEC liability purposes."],"consensus_eps_estimate":0.0612,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":73105000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl+finnhub","sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":494274162.17971,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109635,"accession_number":"0001140361-26-012146","cik":1838615,"company_name":"AlTi Global, Inc.","ticker":"ALTI","form_type":"8-K","filed_at":"2026-03-31T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"CEO Michael Tiedemann steps down; Nancy Curtin named Interim CEO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Michael Tiedemann stepped down as CEO effective March 30, 2026; termination without cause with severance per prior agreement.","Nancy Curtin, Global CIO, appointed Interim CEO and to the Board; compensation includes $600k salary, $740k guaranteed bonus, and up to $1.3M incremental cash.","COO Kevin Moran receives salary increase to $600k and target bonus to $1.6M effective March 30, 2026.","Robert Weeber to step down as President, International Wealth Management effective March 31, 2026.","AlTi reports $93 billion in assets under management."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":494274162.17971,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":126170,"accession_number":"0001628280-25-056237","cik":1838615,"company_name":"AlTi Global, Inc.","ticker":"ALTI","form_type":"8-K","filed_at":"2025-12-10T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AlTi Global confirms multiple preliminary indications of interest; forms Special Committee","summary_kind":"llm","event_type":"other_material","confidence":"medium","bullets":["AlTi Global (ALTI) received multiple preliminary indications of interest regarding a potential transaction.","Board formed a Special Committee of independent directors to evaluate strategic options.","J.P. Morgan Securities LLC is financial advisor; Wachtell, Lipton, Rosen & Katz is legal counsel.","No assurance of any outcome or definitive timeline; company will not comment further until appropriate.","AlTi manages/advises on over $89 billion in assets as a global wealth manager."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":494274162.17971,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":126169,"accession_number":"0001628280-25-051581","cik":1838615,"company_name":"AlTi Global, Inc.","ticker":"ALTI","form_type":"8-K","filed_at":"2025-11-12T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"AlTi Global releases Q3 2025 investor presentation","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Presentation covers third-quarter 2025 financial results and operational highlights.","Updated presentation available on the company's investor relations website.","No specific financial figures disclosed in the 8-K text; see presentation for details."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":494274162.17971,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":142890,"accession_number":"0001628280-25-039540","cik":1838615,"company_name":"AlTi Global, Inc.","ticker":"ALTI","form_type":"8-K","filed_at":"2025-08-11T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AlTi Global furnishes Q2 2025 investor presentation; results not detailed in excerpt","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Company filed an updated investor presentation covering Q2 2025 earnings.","Presentation includes financial and operational highlights for the quarter ended June 30, 2025.","Specific figures (revenue, EPS, AUM) are not available from the limited exhibit text provided."],"consensus_eps_estimate":0.0,"consensus_eps_actual":-0.37,"consensus_revenue_estimate":null,"consensus_revenue_actual":111090000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":494274162.17971,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":142889,"accession_number":"0001140361-25-025568","cik":1838615,"company_name":"AlTi Global, Inc.","ticker":"ALTI","form_type":"8-K","filed_at":"2025-07-11T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"AlTi Global to wind down International Real Estate business via UK administration","summary_kind":"llm","event_type":"other_material","confidence":"medium","bullets":["Board appointed administrators from Teneo for an orderly wind-down of the IRE business.","IRE business had been reliant on funding from the rest of the Company and incurred ongoing losses.","Administration is limited to IRE; dedicated team will continue investor reporting and asset management.","IRE was an independently-managed arranger and distributor of real estate transactions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":494274162.17971,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":142888,"accession_number":"0001140361-25-025566","cik":1838615,"company_name":"AlTi Global, Inc.","ticker":"ALTI","form_type":"8-K","filed_at":"2025-07-11T23:59:59+00:00","items":["2.05","2.06","9.01"],"status":"ready","headline":"AlTi Global board approves wind-down of non-core International Real Estate business","summary_kind":"llm","event_type":"other_material","confidence":"medium","bullets":["Wind-down approved July 10, 2025; commencement on July 11, 2025; substantial completion targeted by December 2027.","Company currently unable to estimate costs or impairment charges; will file amendment within 4 business days after determination.","Decision follows comprehensive strategic review of IRE business.","IRE business characterized as non-core; wind-down reflects focus on core operations."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":494274162.17971,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":160973,"accession_number":"0001628280-25-031817","cik":1838615,"company_name":"AlTi Global, Inc.","ticker":"ALTI","form_type":"8-K","filed_at":"2025-06-17T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"AlTi Global stockholders approve 9.01M share increase under 2023 stock plan; all director nominees elected","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Proposal 3: amendment to 2023 Stock Incentive Plan approved (92.6M for, 6.7M against), adding 9,010,000 shares.","All eight director nominees elected: Bouzarif, Brophy Warson, Cetin, Corio, Furlong, Keaney, Tiedemann, Wimmer.","Ratification of KPMG LLP as independent auditor for FY2025 approved (106.0M for, 58k against).","Total shares available under plan increased to 20,798,132 as per Amendment No. 1 filed as Exhibit 10.1."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":494274162.17971,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":160972,"accession_number":"0001628280-25-028673","cik":1838615,"company_name":"AlTi Global, Inc.","ticker":"ALTI","form_type":"8-K","filed_at":"2025-05-30T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"AlTi Global enters executive employment agreement with Chief Legal Officer Colleen Graham","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Base salary of $425,000 per annum; eligible for annual bonus no less than prior awarded bonus.","Severance upon termination without cause or for good reason: 12 months base salary, prior-year bonus, continued equity vesting as retirement.","Termination due to death or disability: lump sum of 12 months base plus prior-year bonus prorated, 12 months health benefits.","Must provide 180 days’ notice prior to voluntary resignation; subject to restrictive covenants.","No family relationships with directors/officers; no Item 404(a) transactions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":494274162.17971,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":160971,"accession_number":"0001140361-25-020757","cik":1838615,"company_name":"AlTi Global, Inc.","ticker":"ALTI","form_type":"8-K","filed_at":"2025-05-29T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"AlTi Global CEO urges vote at June 16 meeting; seeks approval for 9M share increase","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Annual meeting on June 16, 2025; shareholders asked to vote FOR three proposals.","Proposal 3: amend 2023 Stock Incentive Plan to add 9,010,000 shares of Class A common stock.","Proposal 1: elect eight directors until 2026 annual meeting; Proposal 2: ratify KPMG as auditor for FY2025.","CEO Michael Tiedemann sent email to employees on May 29, 2025, reminding them to vote."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":494274162.17971,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":160970,"accession_number":"0001140361-25-020513","cik":1838615,"company_name":"AlTi Global, Inc.","ticker":"ALTI","form_type":"8-K","filed_at":"2025-05-27T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"AlTi Global issues proxy statement supplement with voting and attendance clarifications","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Series C Preferred holders now explicitly permitted to attend and vote on an as-converted basis, subject to 7.5% cap.","Quorum requires majority of outstanding capital stock entitled to vote; abstentions and broker non-votes count as present.","Director election requires plurality of votes cast; ratification of KPMG and plan amendment require majority of votes cast.","No changes to meeting location, record date of April 21, 2025, or any of the four proposals."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.05,"calibrated_materiality_score":0.05,"market_cap_usd":494274162.17971,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":160969,"accession_number":"0001628280-25-024658","cik":1838615,"company_name":"AlTi Global, Inc.","ticker":"ALTI","form_type":"8-K","filed_at":"2025-05-12T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AlTi Global furnishes Q1 2025 earnings presentation; no specific figures in excerpt","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Investor presentation dated May 12, 2025, furnished under Regulation FD.","Presentation covers Q1 2025 earnings but the attached exhibit contains only title slides.","No revenue, EPS, AUM, or other financial metrics are provided in the filing excerpt.","Full presentation is available on the company's IR website at ir.alti-global.com."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.04,"consensus_revenue_estimate":null,"consensus_revenue_actual":57963000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":494274162.17971,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":160968,"accession_number":"0001628280-25-021681","cik":1838615,"company_name":"AlTi Global, Inc.","ticker":"ALTI","form_type":"8-K","filed_at":"2025-05-02T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"AlTi Global closes acquisition of Kontora Family Office with €14B in assets","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Completed acquisition of Kontora on April 30, 2025; Kontora is a Hamburg-based multi-family office.","Kontora manages approx. €14 billion in assets under advisement and management for UHNW families.","AlTi Global reports over $76 billion in combined assets following the acquisition.","Deal expands AlTi's presence in the European wealth management market, particularly Germany."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":494274162.17971,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":179171,"accession_number":"0001628280-25-012593","cik":1838615,"company_name":"AlTi Global, Inc.","ticker":"ALTI","form_type":"8-K","filed_at":"2025-03-13T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AlTi Global furnishes updated investor presentation for Q4/FY 2024 earnings, but specific results not in filing text","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Company filed an updated form of investor presentation covering Q4 and full year 2024 earnings.","The presentation is available on the company's investor relations website at ir.alti-global.com.","No specific financial figures, guidance changes, or material disclosures are extractable from the provided exhibit.","Filing under Regulation FD indicates the information is furnished, not filed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":494274162.17971,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":179170,"accession_number":"0001104659-25-021125","cik":1838615,"company_name":"AlTi Global, Inc.","ticker":"ALTI","form_type":"8-K","filed_at":"2025-03-06T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"AlTi acquires German family office Kontora (~€14B AUM) to expand European presence","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquisition of Kontora Family Office GmbH, a Hamburg-based multi-family office with ~€14B AUM as of Feb 28, 2025.","Expected close early Q2 2025; subject to customary closing conditions.","Co-CEOs Stephan Buchwald and Dr. Patrick Maurenbrecher to reinvest proceeds and hold senior positions at AlTi.","AlTi's first European acquisition following Allianz X investment; combined AlTi assets exceed $77B.","Targets Germany, the third largest ultra-high-net-worth market globally."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":494274162.17971,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":179169,"accession_number":"0001104659-25-017516","cik":1838615,"company_name":"AlTi Global, Inc.","ticker":"ALTI","form_type":"8-K","filed_at":"2025-02-26T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"AlTi Global appoints Michael Harrington as CFO, replacing Stephen Yarad effective Feb 26, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Michael Harrington appointed CFO effective Feb 26, 2025, replacing Stephen Yarad.","Harrington to receive $400K annual salary, $467K guaranteed bonus for 2025 and 2026.","Harrington granted $308K in RSUs for 2025 and 2026 under the 2023 Stock Plan.","Severance includes lump sum of unpaid salary, guaranteed bonuses, and ungranted equity if terminated without cause.","Outgoing CFO Yarad secured over $450M growth capital from Allianz X and Constellation Wealth Capital."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":494274162.17971,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":195849,"accession_number":"0001628280-24-046512","cik":1838615,"company_name":"AlTi Global, Inc.","ticker":"ALTI","form_type":"8-K","filed_at":"2024-11-08T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AlTi Global furnishes Q3 2024 investor presentation; specific financials not disclosed in filing excerpt","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Updated investor presentation for Q3 2024 earnings released on November 8, 2024.","Presentation available on company IR website at ir.alti-global.com.","Detailed financial results (revenue, EPS, AUM) not provided in the exhibit text of this 8-K.","Investors should refer to the full presentation or earnings release for key metrics."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":494274162.17971,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":195848,"accession_number":"0001628280-24-042369","cik":1838615,"company_name":"AlTi Global, Inc.","ticker":"ALTI","form_type":"8-K","filed_at":"2024-10-07T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AlTi Global posts investor presentation for Oct 7 non-deal roadshow","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Company furnished investor presentation (Exhibit 99.1) via 8-K for use beginning Oct 7, 2024.","Presentation available on company's IR website; no financial updates provided in filing.","Exhibit only includes title slide and standard disclaimers; no substantive data present."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":494274162.17971,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":212114,"accession_number":"0001628280-24-036342","cik":1838615,"company_name":"AlTi Global, Inc.","ticker":"ALTI","form_type":"8-K","filed_at":"2024-08-09T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AlTi Global furnishes Q2 2024 investor presentation; no financial details in filing text","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Presentation dated August 9, 2024, covers second quarter 2024 earnings.","Full presentation content not included in the 8-K excerpt; only title and disclosures visible.","Investors should access the complete presentation on the company's IR website.","No specific revenue, EPS, or guidance figures disclosed in this filing.","Routine update of an investor presentation; materiality is low."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":494274162.17971,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":212113,"accession_number":"0001628280-24-033750","cik":1838615,"company_name":"AlTi Global, Inc.","ticker":"ALTI","form_type":"8-K","filed_at":"2024-07-31T23:59:59+00:00","items":["1.01","3.02","3.03","5.02","5.03","8.01","9.01"],"status":"ready","headline":"AlTi closes $250M strategic investment from Allianz X, with option for additional $50M","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Allianz X invests $250M for Series A preferred stock, common stock, and warrants; total potential up to $300M.","Proceeds to fund M&A pipeline and organic growth, expanding wealth management and alternatives business.","Andreas Wimmer (Allianz SE board member) and Nazim Cetin (CEO of Allianz X) appointed to AlTi board.","Combined with earlier $150M from CWC, total strategic funding up to $450M.","Created Series A Cumulative Convertible Preferred Stock and issued warrants for 5M shares."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":494274162.17971,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":212112,"accession_number":"0001628280-24-030626","cik":1838615,"company_name":"AlTi Global, Inc.","ticker":"ALTI","form_type":"8-K","filed_at":"2024-07-01T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"AlTi Global closes acquisition of Envoi LLC, adding ~$3B in AUM","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Envoi is a Minneapolis family office managing ~$3.0B in multi-generational wealth.","AlTi now has combined $70B+ in assets as a global wealth and alternatives manager.","Closing follows previously announced deal; no financial terms disclosed in release."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":494274162.17971,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":212111,"accession_number":"0001628280-24-030592","cik":1838615,"company_name":"AlTi Global, Inc.","ticker":"ALTI","form_type":"8-K","filed_at":"2024-07-01T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"AlTi Global shareholders approve all proposals at 2024 Annual Meeting, including Allianz share issuance","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All six director nominees elected with >95% votes in favor: e.g., Ali Bouzarif 100,574,606 for, 2,441,457 withheld.","Proposal 2 (Allianz share issuance) passed: 95,973,732 for, 7,040,385 against, 1,946 abstain.","Proposal 3 (authorize Class C non-voting common stock) passed: 95,866,268 for, 6,941,074 against, 208,721 abstain.","Proposal 4 (ratify KPMG as auditor) passed: 106,266,338 for, 149,972 against, 0 abstain, no broker non-votes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.15,"market_cap_usd":494274162.17971,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":230988,"accession_number":"0001628280-24-027823","cik":1838615,"company_name":"AlTi Global, Inc.","ticker":"ALTI","form_type":"8-K","filed_at":"2024-06-12T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"AlTi CEO sends proxy solicitation email urging vote at June 26 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["CEO Michael Tiedemann emailed shareholders on June 12, 2024, to encourage voting at the 2024 annual meeting.","Annual meeting scheduled for June 26, 2024; record date was May 1, 2024.","Board recommends voting FOR all proposals; no specific proposal details provided in the filing.","Voting methods include internet, telephone, and mail; proxy materials available via SEC and company website."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":494274162.17971,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":230987,"accession_number":"0001628280-24-026292","cik":1838615,"company_name":"AlTi Global, Inc.","ticker":"ALTI","form_type":"8-K","filed_at":"2024-06-03T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"AlTi Global CEO urges employee stockholders to vote at June 26 annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Proposals include election of six director nominees (Ali Bouzarif, Norma Corio, Mark Furlong, Timothy Keaney, Michael Tiedemann, Tracey Brophy Warson).","Stockholders asked to approve issuance of Class A Common Stock and Series A Preferred Stock to Allianz Strategic Investments.","Amendment to Certificate of Incorporation to authorize Class C Non-Voting Common Stock is also proposed.","Ratification of KPMG LLP as independent auditor for fiscal year ending December 31, 2024 is recommended.","Failure to vote has same effect as voting AGAINST the charter amendment proposal."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":494274162.17971,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":230986,"accession_number":"0001628280-24-023533","cik":1838615,"company_name":"AlTi Global, Inc.","ticker":"ALTI","form_type":"8-K","filed_at":"2024-05-15T23:59:59+00:00","items":["1.01","3.02","8.01","9.01"],"status":"ready","headline":"AlTi Global closes additional $35M investment from Constellation Wealth Capital","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["CWC invested $35M, bringing total to $150M of planned $450M strategic investment from Allianz X and CWC.","AlTi issued 35,000 Series C Convertible Preferred shares at $1,000 each and warrants for 466,667 common shares.","Company manages over $70B in combined assets as of the press release date.","Investment supports AlTi's growth as independent wealth and alternatives manager."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":494274162.17971,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":230985,"accession_number":"0001628280-24-022463","cik":1838615,"company_name":"AlTi Global, Inc.","ticker":"ALTI","form_type":"8-K","filed_at":"2024-05-10T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AlTi Global releases Q1 2024 earnings presentation; results not disclosed in filing text","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Company filed an updated investor presentation for Q1 2024 earnings (May 10, 2024).","Presentation title indicates first quarter 2024 earnings, but no specific financial figures were included in the provided excerpts.","Investors should refer to the full presentation on the IR website for actual results."],"consensus_eps_estimate":null,"consensus_eps_actual":0.18,"consensus_revenue_estimate":null,"consensus_revenue_actual":50812000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":494274162.17971,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":230984,"accession_number":"0001628280-24-022202","cik":1838615,"company_name":"AlTi Global, Inc.","ticker":"ALTI","form_type":"8-K","filed_at":"2024-05-09T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"AlTi Global acquires Envoi family office for ~$25.2M; adds ~$3B AUM in Midwest expansion","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Initial purchase price ~$25.2M for Envoi, a Minneapolis family office with ~$3B AUM; contingent earnout over 4 years.","Deal expected to close early Q3 2024; funded via $450M M&A facility from Allianz X and Constellation Wealth Capital.","AlTi has over $70B combined assets; deal follows recent East End Advisors acquisition and hiring of Richard Joyner.","Envoi's Principals will continue leading the Minneapolis office; Ryan Steensland joins business development team."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":494274162.17971,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":230983,"accession_number":"0001628280-24-013885","cik":1838615,"company_name":"AlTi Global, Inc.","ticker":"ALTI","form_type":"8-K","filed_at":"2024-04-01T23:59:59+00:00","items":["1.01","8.01","9.01"],"status":"ready","headline":"AlTi Global acquires East End Advisors for $76M upfront, expanding UHNW wealth platform","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Initial purchase price ~$76M; additional EBITDA-based contingent consideration over 5 years.","East End Advisors has ~$5.6B AUM; acquisition follows up to $450M strategic investment from Allianz X and Constellation Wealth Capital.","Transaction expected to close early Q2 2024, subject to customary conditions.","Deal deepens AlTi's presence in U.S. family office hubs and expands OCIO capabilities.","Initial consideration funded by Constellation Wealth Capital investment; a portion of contingent consideration may be paid in Class A stock."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":494274162.17971,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":249395,"accession_number":"0001628280-24-013316","cik":1838615,"company_name":"AlTi Global, Inc.","ticker":"ALTI","form_type":"8-K","filed_at":"2024-03-27T23:59:59+00:00","items":["1.01","3.02","3.03","5.03","8.01","9.01"],"status":"ready","headline":"AlTi Global closes $115M initial investment from Constellation Wealth Capital, issues convertible preferred and warrants","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Sold 115,000 Series C Convertible Preferred shares for $115M; issued warrants for 1,533,333 Class A common shares.","Proceeds to fund M&A pipeline and organic growth; part of up to $450M strategic investment from Allianz X and CWC.","Company may require additional $35M investment from CWC (May–Sept 2024) with warrants for 466,667 additional shares.","Series C Preferred Stock terms include conversion rights and preferences as set in Certificate of Designations filed with Delaware."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":494274162.17971,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":249394,"accession_number":"0001628280-24-012644","cik":1838615,"company_name":"AlTi Global, Inc.","ticker":"ALTI","form_type":"8-K","filed_at":"2024-03-22T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AlTi Global furnishes updated investor presentation with Q4/FY2023 earnings; no specific financial data in filing text","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Presentation updates the prior version filed on March 15, 2023.","Contains fourth quarter and full year 2023 earnings results.","Available on the company's IR website at ir.alti-global.com.","Exhibit text not fully provided; specific figures cannot be extracted."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":494274162.17971,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":249393,"accession_number":"0001193125-24-074620","cik":1838615,"company_name":"AlTi Global, Inc.","ticker":"ALTI","form_type":"8-K","filed_at":"2024-03-22T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"AlTi Global promotes COO Kevin Moran to President, effective immediately","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Kevin Moran adds President role while retaining COO duties; reports to CEO Michael Tiedemann.","Moran to oversee Wealth Management and Strategic Alternatives businesses.","Promotion follows strategic investment of up to $450M from Allianz X and Constellation Wealth Capital.","Moran served as COO since Jan 2023; prior 15 years at Tiedemann Advisors in leadership roles.","No changes to employment agreement; no family relationships with directors or officers."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":494274162.17971,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":249392,"accession_number":"0001628280-24-011449","cik":1838615,"company_name":"AlTi Global, Inc.","ticker":"ALTI","form_type":"8-K","filed_at":"2024-03-15T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AlTi Global furnishes Q4/2023 investor presentation; no specific figures in filing","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Presentation titled 'Fourth Quarter and Year End 2023 Earnings' filed as Exhibit 99.1.","Filing does not include any earnings results, guidance, or material updates.","Presentation is available on the company's investor relations website at ir.alti-global.com."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":494274162.17971,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":249391,"accession_number":"0001628280-24-006447","cik":1838615,"company_name":"AlTi Global, Inc.","ticker":"ALTI","form_type":"8-K","filed_at":"2024-02-23T23:59:59+00:00","items":["1.01","3.02","3.03","5.03","9.01"],"status":"ready","headline":"AlTi Global secures up to $400M in private placements with Allianz and Constellation","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Allianz invests $250M: $140M Series A Preferred (9.75% div.), $110M common at $5.69/sh, warrants for 5M shares at $7.40.","Constellation Wealth invests $115M in Series C Preferred, with option for additional $35M; warrants for 1.53M shares initially.","Proceeds to fund strategic international acquisitions; closings targeted for Q1/Q2 2024, subject to regulatory and stockholder approvals.","Allianz to nominate two of nine board directors; three-year lock-up on common shares; standstill and preemptive rights.","Stockholders must approve 20% issuance and charter amendment to authorize non-voting Class C common for ownership cap compliance."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":494274162.17971,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":249390,"accession_number":"0001628280-24-006323","cik":1838615,"company_name":"AlTi Global, Inc.","ticker":"ALTI","form_type":"8-K","filed_at":"2024-02-22T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AlTi Global gets up to $450M strategic investment from Allianz X, CWC","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Allianz X to invest up to $300M ($250M at close: $110M common stock + $140M preferred) plus $50M option and warrants.","Constellation Wealth Capital to invest $150M in Series C Preferred ($115M by Mar 31, 2024; $35M by Jun 30, 2024).","Proceeds to fund M&A pipeline and organic growth; Allianz X CEO and another representative to join AlTi board.","Transaction subject to regulatory approvals and stockholder approval (for Allianz portion)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":494274162.17971,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":266843,"accession_number":"0001628280-23-039011","cik":1838615,"company_name":"AlTi Global, Inc.","ticker":"ALTI","form_type":"8-K","filed_at":"2023-11-14T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AlTi Global furnishes updated Q3 2023 investor presentation; specific financial results not disclosed in filing excerpt","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Investor presentation for Q3 2023 furnished as Exhibit 99.1 under Item 7.01 Regulation FD.","Presentation available on Company's investor relations website at ir.alti-global.com.","No specific financial metrics, guidance, or material updates provided in the filing text or exhibit snippet."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":494274162.17971,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":284103,"accession_number":"0001628280-23-032468","cik":1838615,"company_name":"AlTi Global, Inc.","ticker":"ALTI","form_type":"8-K","filed_at":"2023-09-18T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"AlTi Global appoints Stephen D. Yarad as CFO, formerly CFO of MFA Financial","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Stephen D. Yarad appointed CFO and Treasurer, effective September 18, 2023.","Yarad comes from MFA Financial (MFA) where he served as CFO and Treasurer since 2010.","Compensation includes $375K base salary, $525K guaranteed cash bonus for 2023, $280K equity grant.","Additional RSU grant of up to $880K to replace forfeited equity from former employer, vesting over 3 years.","Yarad previously was an audit partner at KPMG, holds CPA licenses in NY and NJ."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":494274162.17971,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":284102,"accession_number":"0001628280-23-031701","cik":1838615,"company_name":"AlTi Global, Inc.","ticker":"ALTI","form_type":"8-K","filed_at":"2023-09-07T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"AlTi Global board chair retires; Keaney named chairman, Furlong joins board","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Kevin T. Kabat retired from the Board and all committees effective August 31, 2023; no disagreement cited.","Timothy Keaney appointed Chairman of the Board, effective September 1, 2023.","Mark F. Furlong elected to the Board and as chair of the Audit Committee, filling the vacancy.","Norma Corio designated chair of Human Capital and Compensation Committee; Judy Lee joins ESG/Nominating Committee."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":494274162.17971,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":284101,"accession_number":"0001628280-23-029548","cik":1838615,"company_name":"AlTi Global, Inc.","ticker":"ALTI","form_type":"8-K","filed_at":"2023-08-15T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AlTi Global furnishes updated investor presentation; no new financial results disclosed","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Updated investor presentation titled 'Second Quarter 2023 Earnings' furnished under Item 7.01.","Presentation contains no specific revenue, earnings, or guidance figures; only cover and legal disclaimers.","Full presentation available on AlTi Global's IR website at ir.alti-global.com.","No material new information provided; confidence in content is low."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":494274162.17971,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":284100,"accession_number":"0001193125-23-187258","cik":1838615,"company_name":"AlTi Global, Inc.","ticker":"ALTI","form_type":"8-K","filed_at":"2023-07-14T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Former CFO Christine Zhao to receive $805K severance in separation agreement","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Christine Zhao resigned as CFO; separation agreement dated July 11, 2023 with Tiedemann Advisors, LLC.","Total severance of $805,000 paid in six lump sums from within 30 days to February 2026.","Company pays COBRA premiums for up to 12 months (through June 30, 2024) or until new coverage.","Agreement includes confidentiality, non-disparagement, and release of claims; 7-day revocation period.","CFO role was previously announced as resigned; this filing formalizes the separation terms."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":494274162.17971,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":284099,"accession_number":"0001193125-23-181368","cik":1838615,"company_name":"AlTi Global, Inc.","ticker":"ALTI","form_type":"8-K","filed_at":"2023-07-03T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"AlTi Global stockholders elect all 11 directors, ratify KPMG as auditor for FY2023","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All 11 director nominees elected; Peter Yu received 71,756,894 votes for (lowest), others over 74 million.","KPMG LLP ratified as independent auditor for 2023 with 75,499,463 votes for, 599 against, no abstentions.","Director elections had broker non-votes of 537,891 each; no other matters voted upon."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":494274162.17971,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":303735,"accession_number":"0001193125-23-162544","cik":1838615,"company_name":"AlTi Global, Inc.","ticker":"ALTI","form_type":"8-K","filed_at":"2023-06-07T23:59:59+00:00","items":["1.01","3.03","5.07","8.01","9.01"],"status":"ready","headline":"AlTi Global completes warrant exchange, issues 4.86M shares, to eliminate all warrants by June 22","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["97.5% of Public Warrants and 98.3% of Private Warrants tendered in exchange offer.","Tendered warrants exchanged for 0.25 shares each; 4,864,275 Class A shares issued.","Remaining untendered warrants will be mandatorily exchanged for 0.225 shares each on June 22, 2023.","Warrant Amendment executed to allow mandatory exchange; all warrants to be eliminated.","Capital structure simplified; future dilutive impact of warrants removed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":494274162.17971,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":303734,"accession_number":"0001193125-23-161726","cik":1838615,"company_name":"AlTi Global, Inc.","ticker":"ALTI","form_type":"8-K","filed_at":"2023-06-06T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"AlTi Global CFO Christine Zhao to resign; Reid Parmelee named interim CFO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Christine Zhao resigns as CFO effective June 15, 2023; will assist with transition.","Reid Parmelee, Global Controller since Oct 2021, appointed interim CFO.","Company engaged a global executive search firm to find a permanent successor.","Zhao helped lead the company through a Nasdaq listing and multi-jurisdictional transaction."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":494274162.17971,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":303733,"accession_number":"0001193125-23-160322","cik":1838615,"company_name":"AlTi Global, Inc.","ticker":"ALTI","form_type":"8-K","filed_at":"2023-06-05T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"AlTi Global completes warrant exchange; 97.5% of public warrants tendered for 0.25 shares each","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["10,719,843 Public Warrants (97.5%) and 8,745,658 Private Warrants (98.3%) validly tendered.","Tendered warrant holders receive 0.25 Class A common shares per warrant; settlement by June 7.","Warrant amendment approved by >65% holders; remaining untendered warrants acquired at 0.225 shares.","AlTi expects to eliminate all warrants, simplifying capital structure and reducing future dilution."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":494274162.17971,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":303732,"accession_number":"0001193125-23-150575","cik":1838615,"company_name":"AlTi Global, Inc.","ticker":"ALTI","form_type":"8-K","filed_at":"2023-05-22T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AlTi Global furnishes investor presentation for Q1 2023 earnings","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Filed an updated investor presentation as Exhibit 99.1 referencing Q1 2023 earnings.","No specific financial figures (revenue, EPS, AUM) are included in the provided filing text.","Presentation is also available on AlTi Global's investor relations website.","No material changes or new guidance disclosed beyond the presentation.","Filing is a routine Regulation FD disclosure; no earnings press release furnished."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":494274162.17971,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":303731,"accession_number":"0001193125-23-136630","cik":1838615,"company_name":"AlTi Global, Inc.","ticker":"ALTI","form_type":"8-K","filed_at":"2023-05-05T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"AlTi Global commences warrant exchange offer and consent solicitation to reduce dilution","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["As of Apr 28, 2023, 19,892,387 warrants outstanding (10.99M Public, 8.90M Private); offer expires June 2, 2023.","Offer: each warrant tendered receives 0.25 shares of Class A common; up to 4,973,096 shares may be issued.","Consent solicitation seeks to amend warrant agreement to allow mandatory exchange of remaining warrants at 0.225 shares (10% less than offer).","36.7% of Public and 66.3% of Private warrant holders already agreed to tender and consent via Tender and Support Agreements.","Purpose: simplify capital structure and reduce potential dilution from warrants; no minimum tender condition."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":494274162.17971,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":303730,"accession_number":"0001193125-23-107502","cik":1838615,"company_name":"AlTi Global, Inc.","ticker":"ALTI","form_type":"8-K","filed_at":"2023-04-20T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AlTi Global furnishes updated investor presentation; no specific new facts disclosed","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Company furnished an updated investor presentation dated April 2023 as Exhibit 99.1.","Presentation provided for informational purposes; no financial results or guidance changes included.","No material business updates, earnings, or strategic announcements made in the filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":494274162.17971,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":303729,"accession_number":"0001193125-23-106428","cik":1838615,"company_name":"AlTi Global, Inc.","ticker":"ALTI","form_type":"8-K","filed_at":"2023-04-19T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Alvarium Tiedemann Holdings renames to AlTi Global, Inc. effective April 19, 2023","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Name changed via short-form merger under Delaware law; CUSIP updated to 02157E 106 (common) and 02157E 114 (warrants).","Ticker symbols ALTI and ALTIW on Nasdaq Capital Market unchanged.","Certificate of incorporation amended only to reflect new name; bylaws similarly amended.","No changes to capital structure, business operations, or fiscal year."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":494274162.17971,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2023-04-19T23:59:59+00:00|303729"}