Assetmark Financial Holdings, Inc. (AMK)

Number of records: 50
SEC FilingInsiderCompanyTrade DateTransactionSharesAvg. PriceTotal% HoldingsReturn
10-Jun-22 8:59 PM
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McNatt Joel David Jr
EVP, Investment Solutions
Assetmark Financial Holding... (AMK) 10-Jun-22Sale 308$19.06$5,870.48(1%)
20.55K to 20.24K
10-Jun-22 8:52 PM
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Wolfsen Natalie Grace
EVP, Chief Executive Officer
Assetmark Financial Holding... (AMK) 10-Jun-22Sale 1,383$19.06$26,360.00(< 1%)
419.5K to 418.12K
10-Jun-22 8:54 PM
View: 
Mehta Mukesh
EVP, Chief Information Officer
Assetmark Financial Holding... (AMK) 10-Jun-22Sale 877$19.06$16,715.60(< 1%)
280.83K to 279.95K
10-Jun-22 8:55 PM
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Minta-Jacobs Esi
EVP, HR & Project Management
Assetmark Financial Holding... (AMK) 10-Jun-22Sale 308$19.06$5,870.48(< 1%)
66.49K to 66.18K
10-Jun-22 8:57 PM
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Zyla Gary G.
EVP, Chief Financial Officer
Assetmark Financial Holding... (AMK) 10-Jun-22Sale 877$19.06$16,715.60(< 1%)
99.43K to 98.55K
10-Jun-22 8:47 PM
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Hansen Carrie E.
EVP, Chief Operating Officer
Assetmark Financial Holding... (AMK) 10-Jun-22Sale 877$19.06$16,715.60(< 1%)
123.85K to 122.97K
10-Jun-22 8:44 PM
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Angus Ted F.
EVP, General Counsel
Assetmark Financial Holding... (AMK) 10-Jun-22Sale 877$19.06$16,715.60(< 1%)
103.5K to 102.63K
10-Jun-22 8:49 PM
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Kim Michael
President & CCO
Assetmark Financial Holding... (AMK) 10-Jun-22Sale 965$19.06$18,392.90(< 1%)
374.74K to 373.77K
10-Jun-22 8:52 PM
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Wolfsen Natalie Grace
EVP, Chief Executive Officer
Assetmark Financial Holding... (AMK) 09-Jun-22Sale 3,227$20.00$64,540.00(< 1%)
422.73K to 419.5K
10-Jun-22 8:54 PM
View: 
Mehta Mukesh
EVP, Chief Information Officer
Assetmark Financial Holding... (AMK) 09-Jun-22Sale 1,585$20.00$31,700.00(< 1%)
282.41K to 280.83K
10-Jun-22 8:55 PM
View: 
Minta-Jacobs Esi
EVP, HR & Project Management
Assetmark Financial Holding... (AMK) 09-Jun-22Sale 505$20.00$10,100.00(< 1%)
66.99K to 66.49K
10-Jun-22 8:57 PM
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Zyla Gary G.
EVP, Chief Financial Officer
Assetmark Financial Holding... (AMK) 09-Jun-22Sale 1,585$20.00$31,700.00(2%)
101.02K to 99.43K
10-Jun-22 8:47 PM
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Hansen Carrie E.
EVP, Chief Operating Officer
Assetmark Financial Holding... (AMK) 09-Jun-22Sale 1,585$20.00$31,700.00(1%)
125.44K to 123.85K
10-Jun-22 8:44 PM
View: 
Angus Ted F.
EVP, General Counsel
Assetmark Financial Holding... (AMK) 09-Jun-22Sale 1,585$20.00$31,700.00(2%)
105.09K to 103.5K
10-Jun-22 8:49 PM
View: 
Kim Michael
President & CCO
Assetmark Financial Holding... (AMK) 09-Jun-22Sale 1,801$20.00$36,020.00(< 1%)
376.54K to 374.74K
10-Jun-22 8:59 PM
View: 
McNatt Joel David Jr
EVP, Investment Solutions
Assetmark Financial Holding... (AMK) 09-Jun-22Sale 505$20.00$10,100.00(2%)
21.05K to 20.55K
10-Jun-22 8:47 PM
View: 
Hansen Carrie E.
EVP, Chief Operating Officer
Assetmark Financial Holding... (AMK) 08-Jun-22Grant 19,297----18%
106.14K to 125.44K
10-Jun-22 8:44 PM
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Angus Ted F.
EVP, General Counsel
Assetmark Financial Holding... (AMK) 08-Jun-22Grant 19,297----22%
85.79K to 105.09K
10-Jun-22 9:06 PM
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Bhagat Rohit
Director
Assetmark Financial Holding... (AMK) 08-Jun-22Grant 6,214----11%
57.53K to 63.74K
10-Jun-22 8:49 PM
View: 
Kim Michael
President & CCO
Assetmark Financial Holding... (AMK) 08-Jun-22Grant 23,025----7%
353.51K to 376.54K
10-Jun-22 8:26 PM
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Guinn Patricia Lynn
Director
Assetmark Financial Holding... (AMK) 08-Jun-22Grant 6,214----39%
15.83K to 22.05K
10-Jun-22 8:59 PM
View: 
McNatt Joel David Jr
EVP, Investment Solutions
Assetmark Financial Holding... (AMK) 08-Jun-22Grant 10,526----100%
10.53K to 21.05K
10-Jun-22 8:52 PM
View: 
Wolfsen Natalie Grace
EVP, Chief Executive Officer
Assetmark Financial Holding... (AMK) 08-Jun-22Grant 30,700----8%
392.02K to 422.73K
10-Jun-22 8:27 PM
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Velli Joseph M
Director
Assetmark Financial Holding... (AMK) 08-Jun-22Grant 6,214----63%
9.92K to 16.14K
10-Jun-22 8:54 PM
View: 
Mehta Mukesh
EVP, Chief Information Officer
Assetmark Financial Holding... (AMK) 08-Jun-22Grant 19,297----7%
263.12K to 282.41K
10-Jun-22 8:55 PM
View: 
Minta-Jacobs Esi
EVP, HR & Project Management
Assetmark Financial Holding... (AMK) 08-Jun-22Grant 6,140----10%
60.85K to 66.99K
10-Jun-22 8:57 PM
View: 
Zyla Gary G.
EVP, Chief Financial Officer
Assetmark Financial Holding... (AMK) 08-Jun-22Grant 19,297----24%
81.72K to 101.02K
08-Mar-22 6:33 PM
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Wolfsen Natalie Grace
EVP, Chief Executive Officer
Assetmark Financial Holding... (AMK) 04-Mar-22Market Sale 5,075$22.30$113,172.00(1%)
397.1K to 392.02K
(12%)
08-Mar-22 6:34 PM
View: 
Kim Michael
President & CCO
Assetmark Financial Holding... (AMK) 04-Mar-22Market Sale 4,114$22.30$91,742.20(1%)
357.63K to 353.51K
(12%)
12-Nov-21 6:24 PM
View: 
Mehta Mukesh
EVP, Chief Information Officer
Assetmark Financial Holding... (AMK) 12-Nov-21Market Sale 607$28.01$17,002.10(< 1%)
263.72K to 263.12K
< 1%
12-Nov-21 6:24 PM
View: 
Mehta Mukesh
EVP, Chief Information Officer
Assetmark Financial Holding... (AMK) 11-Nov-21Market Sale 1,456$28.01$40,782.60(< 1%)
265.18K to 263.72K
< 1%
12-Nov-21 6:24 PM
View: 
Mehta Mukesh
EVP, Chief Information Officer
Assetmark Financial Holding... (AMK) 10-Nov-21Market Sale 27,937$28.04$783,354.00(10%)
293.12K to 265.18K
< 1%
14-Sep-21 7:02 PM
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Chafkin Jeremiah H
Vice Chairman
Assetmark Financial Holding... (AMK) 14-Sep-21Market Sale 15,346$26.18$401,758.00(5%)
321.81K to 306.46K
(< 1%)
14-Sep-21 7:02 PM
View: 
Chafkin Jeremiah H
Vice Chairman
Assetmark Financial Holding... (AMK) 13-Sep-21Market Sale 34,654$26.08$903,776.00(10%)
356.46K to 321.81K
(< 1%)
03-Sep-21 3:54 PM
View: 
Mehta Mukesh
EVP, Chief Information Officer
Assetmark Financial Holding... (AMK) 02-Sep-21Market Sale 9,377$27.06$253,742.00(3%)
302.49K to 293.12K
< 1%
13-Aug-21 5:11 PM
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Chafkin Jeremiah H
EVP, Chief Investment Officer
Assetmark Financial Holding... (AMK) 11-Aug-21Market Sale 50,000$26.55$1,327,500.00(12%)
406.89K to 356.89K
< 1%
25-Jun-21 8:52 PM
View: 
Mehta Mukesh
EVP, Chief Information Officer
Assetmark Financial Holding... (AMK) 25-Jun-21Market Sale 2,534$27.04$68,519.40(< 1%)
305.18K to 302.64K
< 1%
17-Jun-21 6:05 PM
View: 
Mehta Mukesh
EVP, Chief Information Officer
Assetmark Financial Holding... (AMK) 17-Jun-21Market Sale 1,617$27.05$43,739.80(< 1%)
306.79K to 305.18K
< 1%
16-Jun-21 7:05 PM
View: 
Mehta Mukesh
EVP, Chief Information Officer
Assetmark Financial Holding... (AMK) 16-Jun-21Market Sale 100$27.00$2,700.00(< 1%)
306.89K to 306.79K
2%
09-Feb-22 6:56 PM
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Hahn John
SVP, Finance & Reporting (PAO)
Assetmark Financial Holding... (AMK) 11-Jun-21Market Sale 301$25.68$7,729.68(2%)
13.35K to 13.05K
01-Jul-21 8:20 PM
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Kim Michael
EVP, Chief Client Officer
Assetmark Financial Holding... (AMK) 09-Jun-21Grant 19,410----6%
339.16K to 358.57K
01-Jul-21 8:23 PM
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Mehta Mukesh
EVP, Chief Information Officer
Assetmark Financial Holding... (AMK) 09-Jun-21Grant 17,081----6%
302.64K to 319.72K
01-Jul-21 8:27 PM
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Angus Ted F.
EVP, General Counsel
Assetmark Financial Holding... (AMK) 09-Jun-21Grant 17,081----25%
69.57K to 86.65K
01-Jul-21 8:19 PM
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Wolfsen Natalie Grace
EVP, Chief Solutions Officer
Assetmark Financial Holding... (AMK) 09-Jun-21Grant 24,263----6%
373.78K to 398.05K
01-Jul-21 8:23 PM
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Velli Joseph M
Director
Assetmark Financial Holding... (AMK) 09-Jun-21Grant 5,047----104%
4.88K to 9.92K
01-Jul-21 8:29 PM
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Minta-Jacobs Esi
EVP, HR & Project Management
Assetmark Financial Holding... (AMK) 09-Jun-21Grant 5,435----11%
50.48K to 55.92K
01-Jul-21 8:33 PM
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Bhagat Rohit
Director
Assetmark Financial Holding... (AMK) 09-Jun-21Grant 5,047----10%
52.48K to 57.53K
01-Jul-21 8:21 PM
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Zyla Gary G.
EVP, Chief Financial Officer
Assetmark Financial Holding... (AMK) 09-Jun-21Grant 17,081----26%
65.5K to 82.58K
01-Jul-21 8:31 PM
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Guinn Patricia Lynn
Director
Assetmark Financial Holding... (AMK) 09-Jun-21Grant 5,047----47%
10.79K to 15.83K
01-Jul-21 8:25 PM
View: 
Hansen Carrie E.
EVP, Chief Operating Officer
Assetmark Financial Holding... (AMK) 09-Jun-21Grant 17,081----19%
89.92K to 107.0K