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| SEC Filing | Insider | Company | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Return |
|---|---|---|---|---|---|---|---|---|---|
| 05-Mar-24 5:10 PM View:  | Kim Michael CEO and President Director | Assetmark Financial Holding... (AMK) | 04-Mar-24 | Private Sale | 11,833 | $35.18 | $416,285.00 | (3%) 419.93K to 408.1K | |
| 07-Dec-23 5:43 PM View: | Hansen Carrie E. EVP, Chief Operating Officer | Assetmark Financial Holding... (AMK) | 06-Dec-23 | Market Sale | 11,500 | $26.18 | $301,070.00 | (7%) 156.69K to 145.19K | 4% |
| 26-Jan-24 5:31 PM View: | McNatt Joel David Jr EVP, Investment Solutions | Assetmark Financial Holding... (AMK) | 17-Nov-23 | Market Sale | 4,000 | $25.17 | $100,680.00 | (7%) 60.32K to 56.32K | < 1% |
| 26-Oct-23 4:36 PM View: | Kim Michael CEO and President Director | Assetmark Financial Holding... (AMK) | 24-Oct-23 | Grant | 42,302 | -- | -- | 11% 377.63K to 419.93K | |
| 15-Jun-23 4:47 PM View: | Angus Ted F. EVP, General Counsel | Assetmark Financial Holding... (AMK) | 14-Jun-23 | Private Sale | 7,265 | $28.16 | $204,582.00 | (6%) 130.71K to 123.44K | |
| 12-Jun-23 7:41 PM View: | Kim Michael President & CCO | Assetmark Financial Holding... (AMK) | 09-Jun-23 | Sale | 1,348 | $29.61 | $39,914.30 | (< 1%) 378.98K to 377.63K | |
| 12-Jun-23 7:08 PM View: | Mehta Mukesh EVP, Chief Information Officer | Assetmark Financial Holding... (AMK) | 09-Jun-23 | Sale | 855 | $29.61 | $25,316.60 | (< 1%) 314.53K to 313.67K | |
| 12-Jun-23 7:41 PM View: | Wolfsen Natalie Grace EVP, Chief Executive Officer Director | Assetmark Financial Holding... (AMK) | 09-Jun-23 | Sale | 1,348 | $29.61 | $39,914.30 | (< 1%) 432.08K to 430.73K | |
| 12-Jun-23 7:07 PM View: | McNatt Joel David Jr EVP, Investment Solutions | Assetmark Financial Holding... (AMK) | 09-Jun-23 | Sale | 300 | $29.61 | $8,883.00 | (< 1%) 60.62K to 60.32K | |
| 12-Jun-23 7:42 PM View: | Zyla Gary G. EVP, Chief Financial Officer | Assetmark Financial Holding... (AMK) | 09-Jun-23 | Sale | 855 | $29.61 | $25,316.60 | (< 1%) 101.44K to 100.58K | |
| 12-Jun-23 7:09 PM View: | Hansen Carrie E. EVP, Chief Operating Officer | Assetmark Financial Holding... (AMK) | 09-Jun-23 | Sale | 855 | $29.61 | $25,316.60 | (< 1%) 157.55K to 156.69K | |
| 12-Jun-23 7:06 PM View: | Minta-Jacobs Esi EVP, HR & Project Management | Assetmark Financial Holding... (AMK) | 09-Jun-23 | Sale | 300 | $29.61 | $8,883.00 | (< 1%) 69.59K to 69.3K | |
| 12-Jun-23 7:08 PM View: | Angus Ted F. EVP, General Counsel | Assetmark Financial Holding... (AMK) | 09-Jun-23 | Sale | 855 | $29.61 | $25,316.60 | (< 1%) 131.56K to 130.71K | |
| 12-Jun-23 7:09 PM View: | Hansen Carrie E. EVP, Chief Operating Officer | Assetmark Financial Holding... (AMK) | 08-Jun-23 | Sale | 3,318 | $30.04 | $99,672.70 | (2%) 160.87K to 157.55K | |
| 12-Jun-23 7:42 PM View: | Zyla Gary G. EVP, Chief Financial Officer | Assetmark Financial Holding... (AMK) | 08-Jun-23 | Grant | 15,157 | -- | -- | 17% 89.6K to 104.75K | |
| 12-Jun-23 7:06 PM View: | Minta-Jacobs Esi EVP, HR & Project Management | Assetmark Financial Holding... (AMK) | 08-Jun-23 | Sale | 1,057 | $30.04 | $31,752.30 | (1%) 70.65K to 69.59K | |
| 12-Jun-23 7:41 PM View: | Kim Michael President & CCO | Assetmark Financial Holding... (AMK) | 08-Jun-23 | Grant | 18,085 | -- | -- | 5% 365.87K to 383.95K | |
| 12-Jun-23 7:02 PM View: | Bhagat Rohit Director | Assetmark Financial Holding... (AMK) | 08-Jun-23 | Grant | 4,478 | -- | -- | 7% 63.74K to 68.22K | |
| 12-Jun-23 7:08 PM View: | Angus Ted F. EVP, General Counsel | Assetmark Financial Holding... (AMK) | 08-Jun-23 | Sale | 3,318 | $30.04 | $99,672.70 | (2%) 134.88K to 131.56K | |
| 12-Jun-23 7:41 PM View: | Wolfsen Natalie Grace EVP, Chief Executive Officer Director | Assetmark Financial Holding... (AMK) | 08-Jun-23 | Grant | 26,697 | -- | -- | 6% 412.57K to 439.27K | |
| 12-Jun-23 7:08 PM View: | Mehta Mukesh EVP, Chief Information Officer | Assetmark Financial Holding... (AMK) | 08-Jun-23 | Grant | 37,892 | -- | -- | 14% 279.95K to 317.84K | |
| 12-Jun-23 7:07 PM View: | McNatt Joel David Jr EVP, Investment Solutions | Assetmark Financial Holding... (AMK) | 08-Jun-23 | Grant | 29,280 | -- | -- | 89% 32.8K to 62.08K | |
| 12-Jun-23 7:05 PM View: | Velli Joseph M Director | Assetmark Financial Holding... (AMK) | 08-Jun-23 | Grant | 4,478 | -- | -- | 28% 16.14K to 20.62K | |
| 12-Jun-23 7:09 PM View: | Hansen Carrie E. EVP, Chief Operating Officer | Assetmark Financial Holding... (AMK) | 08-Jun-23 | Grant | 37,892 | -- | -- | 31% 122.97K to 160.87K | |
| 12-Jun-23 7:06 PM View: | Minta-Jacobs Esi EVP, HR & Project Management | Assetmark Financial Holding... (AMK) | 08-Jun-23 | Grant | 12,056 | -- | -- | 21% 58.6K to 70.65K | |
| 12-Jun-23 7:08 PM View: | Angus Ted F. EVP, General Counsel | Assetmark Financial Holding... (AMK) | 08-Jun-23 | Grant | 37,892 | -- | -- | 39% 96.99K to 134.88K | |
| 12-Jun-23 7:41 PM View: | Kim Michael President & CCO | Assetmark Financial Holding... (AMK) | 08-Jun-23 | Sale | 4,979 | $30.04 | $149,569.00 | (1%) 383.95K to 378.98K | |
| 12-Jun-23 7:08 PM View: | Mehta Mukesh EVP, Chief Information Officer | Assetmark Financial Holding... (AMK) | 08-Jun-23 | Sale | 3,318 | $30.04 | $99,672.70 | (1%) 317.84K to 314.53K | |
| 12-Jun-23 7:41 PM View: | Wolfsen Natalie Grace EVP, Chief Executive Officer Director | Assetmark Financial Holding... (AMK) | 08-Jun-23 | Sale | 7,186 | $30.04 | $215,867.00 | (2%) 439.27K to 432.08K | |
| 12-Jun-23 7:07 PM View: | McNatt Joel David Jr EVP, Investment Solutions | Assetmark Financial Holding... (AMK) | 08-Jun-23 | Sale | 1,456 | $30.04 | $43,738.20 | (2%) 62.08K to 60.62K | |
| 12-Jun-23 7:42 PM View: | Zyla Gary G. EVP, Chief Financial Officer | Assetmark Financial Holding... (AMK) | 08-Jun-23 | Sale | 3,318 | $30.04 | $99,672.70 | (3%) 104.75K to 101.44K | |
| 12-Jun-23 7:03 PM View: | Guinn Patricia Lynn Director | Assetmark Financial Holding... (AMK) | 08-Jun-23 | Grant | 4,478 | -- | -- | 20% 22.05K to 26.52K | |
| 18-May-23 7:13 PM View: | Minta-Jacobs Esi EVP, HR & Project Management | Assetmark Financial Holding... (AMK) | 17-May-23 | Private Sale | 6,000 | $28.12 | $168,720.00 | (9%) 64.6K to 58.6K | |
| 18-May-23 7:14 PM View: | Angus Ted F. EVP, General Counsel | Assetmark Financial Holding... (AMK) | 17-May-23 | Private Sale | 5,637 | $28.12 | $158,512.00 | (5%) 102.63K to 96.99K | |
| 10-May-23 4:56 PM View: | Zyla Gary G. EVP, Chief Financial Officer | Assetmark Financial Holding... (AMK) | 08-May-23 | Private Sale | 8,958 | $26.83 | $240,343.00 | (9%) 98.56K to 89.6K | |
| 17-Mar-23 7:51 PM View: | Kim Michael President & CCO | Assetmark Financial Holding... (AMK) | 17-Mar-23 | Gift | 250,000 | -- | -- | (41%) 615.87K to 365.87K | |
| 17-Mar-23 7:51 PM View: | Kim Michael President & CCO | Assetmark Financial Holding... (AMK) | 17-Mar-23 | Gift | 250,000 | -- | -- | 68% 365.87K to 615.87K | |
| 07-Mar-23 4:57 PM View: | Kim Michael President & CCO | Assetmark Financial Holding... (AMK) | 06-Mar-23 | Private Sale | 4,044 | $31.66 | $128,033.00 | (5%) 76.59K to 72.55K | |
| 07-Mar-23 4:58 PM View: | Wolfsen Natalie Grace EVP, Chief Executive Officer | Assetmark Financial Holding... (AMK) | 06-Mar-23 | Private Sale | 5,545 | $31.66 | $175,555.00 | (1%) 418.12K to 412.57K | |
| 31-Jan-23 5:35 PM View: | Kim Michael President & CCO | Assetmark Financial Holding... (AMK) | 03-Jan-23 | Gift | 1,100 | -- | -- | < 1% 372.11K to 373.21K | |
| 31-Jan-23 5:35 PM View: | Kim Michael President & CCO | Assetmark Financial Holding... (AMK) | 03-Jan-23 | Gift | 3,300 | -- | -- | (< 1%) 373.21K to 369.91K | |
| 31-Jan-23 5:35 PM View: | Kim Michael President & CCO | Assetmark Financial Holding... (AMK) | 28-Dec-22 | Gift | 294,664 | -- | -- | 79% 372.11K to 666.78K | |
| 31-Jan-23 5:35 PM View: | Kim Michael President & CCO | Assetmark Financial Holding... (AMK) | 28-Dec-22 | Gift | 294,664 | -- | -- | (44%) 666.78K to 372.11K | |
| 31-Jan-23 5:35 PM View: | Kim Michael President & CCO | Assetmark Financial Holding... (AMK) | 15-Jul-22 | Gift | 290,000 | -- | -- | (44%) 662.11K to 372.11K | |
| 31-Jan-23 5:35 PM View: | Kim Michael President & CCO | Assetmark Financial Holding... (AMK) | 15-Jul-22 | Gift | 290,000 | -- | -- | 78% 372.11K to 662.11K | |
| 31-Jan-23 5:35 PM View: | Kim Michael President & CCO | Assetmark Financial Holding... (AMK) | 26-Jun-22 | Gift | 2,490 | -- | -- | (< 1%) 374.6K to 372.11K | |
| 31-Jan-23 5:35 PM View: | Kim Michael President & CCO | Assetmark Financial Holding... (AMK) | 26-Jun-22 | Gift | 830 | -- | -- | < 1% 373.77K to 374.6K | |
| 31-Jan-23 5:35 PM View: | Kim Michael President & CCO | Assetmark Financial Holding... (AMK) | 22-Jun-22 | Gift | 292,516 | -- | -- | 78% 373.77K to 666.29K | |
| 31-Jan-23 5:35 PM View: | Kim Michael President & CCO | Assetmark Financial Holding... (AMK) | 22-Jun-22 | Gift | 292,516 | -- | -- | (44%) 666.29K to 373.77K | |
| 10-Jun-22 8:54 PM View: | Mehta Mukesh EVP, Chief Information Officer | Assetmark Financial Holding... (AMK) | 10-Jun-22 | Sale | 877 | $19.06 | $16,715.60 | (< 1%) 280.83K to 279.95K |
