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| SEC Filing | Insider | Company | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Return |
|---|---|---|---|---|---|---|---|---|---|
| 14-Sep-21 7:02 PM View:  | Chafkin Jeremiah H Vice Chairman | Assetmark Financial Holding... (AMK) | 14-Sep-21 | Market 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-21 | Market 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-21 | Market Sale | 9,377 | $27.06 | $253,742.00 | (3%) 302.49K to 293.12K | < 1% |
| 13-Aug-21 5:11 PM View: | Chafkin Jeremiah H EVP, Chief Investment Officer | Assetmark Financial Holding... (AMK) | 11-Aug-21 | Market 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-21 | Market 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-21 | Market 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-21 | Market Sale | 100 | $27.00 | $2,700.00 | (< 1%) 306.89K to 306.79K | 2% |
| 01-Jul-21 8:29 PM View: | Minta-Jacobs Esi EVP, HR & Project Management | Assetmark Financial Holding... (AMK) | 09-Jun-21 | Grant | 5,435 | -- | -- | 11% 50.48K to 55.92K | |
| 01-Jul-21 8:21 PM View: | Zyla Gary G. EVP, Chief Financial Officer | Assetmark Financial Holding... (AMK) | 09-Jun-21 | Grant | 17,081 | -- | -- | 26% 65.5K to 82.58K | |
| 01-Jul-21 8:23 PM View: | Mehta Mukesh EVP, Chief Information Officer | Assetmark Financial Holding... (AMK) | 09-Jun-21 | Grant | 17,081 | -- | -- | 6% 302.64K to 319.72K | |
| 01-Jul-21 8:31 PM View: | Guinn Patricia Lynn Director | Assetmark Financial Holding... (AMK) | 09-Jun-21 | Grant | 5,047 | -- | -- | 47% 10.79K to 15.83K | |
| 01-Jul-21 8:27 PM View: | Angus Ted F. EVP, General Counsel | Assetmark Financial Holding... (AMK) | 09-Jun-21 | Grant | 17,081 | -- | -- | 25% 69.57K to 86.65K | |
| 01-Jul-21 8:23 PM View: | Velli Joseph M Director | Assetmark Financial Holding... (AMK) | 09-Jun-21 | Grant | 5,047 | -- | -- | 104% 4.88K to 9.92K | |
| 01-Jul-21 8:25 PM View: | Hansen Carrie E. EVP, Chief Operating Officer | Assetmark Financial Holding... (AMK) | 09-Jun-21 | Grant | 17,081 | -- | -- | 19% 89.92K to 107.0K | |
| 01-Jul-21 8:20 PM View: | Kim Michael EVP, Chief Client Officer | Assetmark Financial Holding... (AMK) | 09-Jun-21 | Grant | 19,410 | -- | -- | 6% 339.16K to 358.57K | |
| 01-Jul-21 8:33 PM View: | Bhagat Rohit Director | Assetmark Financial Holding... (AMK) | 09-Jun-21 | Grant | 5,047 | -- | -- | 10% 52.48K to 57.53K | |
| 01-Jul-21 8:19 PM View: | Wolfsen Natalie Grace EVP, Chief Solutions Officer | Assetmark Financial Holding... (AMK) | 09-Jun-21 | Grant | 24,263 | -- | -- | 6% 373.78K to 398.05K | |
| 19-May-21 7:00 PM View: | Zyla Gary G. EVP, Chief Financial Officer | Assetmark Financial Holding... (AMK) | 18-May-21 | Market Sale | 65,000 | $24.74 | $1,608,110.00 | (50%) 130.5K to 65.5K | < 1% |
| 11-May-21 7:23 PM View: | Angus Ted F. EVP, General Counsel | Assetmark Financial Holding... (AMK) | 10-May-21 | Market Sale | 9,780 | $23.09 | $225,820.00 | (12%) 79.35K to 69.57K | < 1% |
| 28-Apr-21 6:22 PM View: | Kim Michael President | Assetmark Financial Holding... (AMK) | 26-Apr-21 | Grant | 45,135 | -- | -- | 15% 294.03K to 339.16K | |
| 28-Apr-21 6:15 PM View: | Wolfsen Natalie Grace Chief Executive Officer Director | Assetmark Financial Holding... (AMK) | 26-Apr-21 | Grant | 45,135 | -- | -- | 14% 328.65K to 373.78K | |
| 09-Apr-21 5:59 PM View: | Angus Ted F. EVP, General Counsel | Assetmark Financial Holding... (AMK) | 09-Apr-21 | Market Sale | 10,069 | $21.93 | $220,813.00 | (11%) 89.42K to 79.35K | (2%) |
| 10-Mar-21 6:28 PM View: | Angus Ted F. EVP, General Counsel | Assetmark Financial Holding... (AMK) | 10-Mar-21 | Market Sale | 9,923 | $24.16 | $239,740.00 | (10%) 99.34K to 89.42K | (1%) |
| 01-Mar-21 7:42 PM View: | Angus Ted F. EVP, General Counsel | Assetmark Financial Holding... (AMK) | 01-Mar-21 | Market Sale | 20,291 | $25.02 | $507,681.00 | (17%) 119.63K to 99.34K | 6% |
| 11-Feb-21 8:23 PM View: | Hansen Carrie E. EVP, Chief Operating Officer | Assetmark Financial Holding... (AMK) | 11-Feb-21 | Market Sale | 3,662 | $26.29 | $96,274.00 | (4%) 93.58K to 89.92K | (< 1%) |
| 10-Feb-21 8:36 PM View: | Hansen Carrie E. EVP, Chief Operating Officer | Assetmark Financial Holding... (AMK) | 10-Feb-21 | Market Sale | 32,160 | $26.39 | $848,702.00 | (26%) 125.74K to 93.58K | (< 1%) |
| 10-Feb-21 8:33 PM View: | Angus Ted F. EVP, General Counsel | Assetmark Financial Holding... (AMK) | 10-Feb-21 | Market Sale | 16,687 | $26.38 | $440,203.00 | (12%) 136.32K to 119.63K | 1% |
| 09-Feb-21 6:59 PM View: | Hansen Carrie E. EVP, Chief Operating Officer | Assetmark Financial Holding... (AMK) | 09-Feb-21 | Market Sale | 23,073 | $25.76 | $594,416.00 | (16%) 148.81K to 125.74K | (< 1%) |
| 08-Feb-21 8:14 PM View: | Hansen Carrie E. EVP, Chief Operating Officer | Assetmark Financial Holding... (AMK) | 08-Feb-21 | Market Sale | 36,338 | $25.33 | $920,442.00 | (20%) 185.15K to 148.81K | (2%) |
| 05-Feb-21 7:41 PM View: | Hansen Carrie E. EVP, Chief Operating Officer | Assetmark Financial Holding... (AMK) | 05-Feb-21 | Market Sale | 29,816 | $24.94 | $743,611.00 | (14%) 214.97K to 185.15K | (3%) |
| 05-Feb-21 7:39 PM View: | Zyla Gary G. EVP, Chief Financial Officer | Assetmark Financial Holding... (AMK) | 05-Feb-21 | Market Sale | 35,034 | $25.02 | $876,551.00 | (21%) 165.53K to 130.5K | (3%) |
| 04-Feb-21 7:08 PM View: | Hansen Carrie E. EVP, Chief Operating Officer | Assetmark Financial Holding... (AMK) | 04-Feb-21 | Market Sale | 16,561 | $24.24 | $401,439.00 | (7%) 231.53K to 214.97K | (6%) |
| 04-Feb-21 7:11 PM View: | Wolfsen Natalie Grace EVP, Chief Solutions Officer | Assetmark Financial Holding... (AMK) | 04-Feb-21 | Market Sale | 8,109 | $23.76 | $192,691.00 | (2%) 336.76K to 328.65K | (8%) |
| 03-Feb-21 6:46 PM View: | Wolfsen Natalie Grace EVP, Chief Solutions Officer | Assetmark Financial Holding... (AMK) | 03-Feb-21 | Market Sale | 22,846 | $23.03 | $526,143.00 | (6%) 359.6K to 336.76K | (12%) |
| 02-Feb-21 7:21 PM View: | Wolfsen Natalie Grace EVP, Chief Solutions Officer | Assetmark Financial Holding... (AMK) | 02-Feb-21 | Market Sale | 18,452 | $23.36 | $431,039.00 | (5%) 378.05K to 359.6K | (10%) |
| 01-Feb-21 5:40 PM View: | Wolfsen Natalie Grace EVP, Chief Solutions Officer | Assetmark Financial Holding... (AMK) | 01-Feb-21 | Market Sale | 4,146 | $23.01 | $95,399.50 | (1%) 382.2K to 378.05K | (12%) |
| 25-Jan-21 8:00 PM View: | Zyla Gary G. EVP, Chief Financial Officer | Assetmark Financial Holding... (AMK) | 25-Jan-21 | Market Sale | 101 | $25.03 | $2,528.03 | (< 1%) 165.63K to 165.53K | (3%) |
| 21-Jan-21 6:39 PM View: | Zyla Gary G. EVP, Chief Financial Officer | Assetmark Financial Holding... (AMK) | 21-Jan-21 | Market Sale | 1,909 | $25.00 | $47,725.00 | (1%) 167.54K to 165.63K | (3%) |
| 21-Jan-21 6:43 PM View: | Kim Michael EVP, Chief Client Officer | Assetmark Financial Holding... (AMK) | 21-Jan-21 | Market Sale | 637 | $25.01 | $15,931.40 | (< 1%) 294.67K to 294.03K | (3%) |
| 20-Jan-21 7:04 PM View: | Zyla Gary G. EVP, Chief Financial Officer | Assetmark Financial Holding... (AMK) | 20-Jan-21 | Market Sale | 2,756 | $25.01 | $68,927.60 | (2%) 170.3K to 167.54K | (3%) |
| 20-Jan-21 7:02 PM View: | Kim Michael EVP, Chief Client Officer | Assetmark Financial Holding... (AMK) | 20-Jan-21 | Market Sale | 3,479 | $25.01 | $87,009.80 | (1%) 298.14K to 294.67K | (3%) |
| 19-Jan-21 6:24 PM View: | Zyla Gary G. EVP, Chief Financial Officer | Assetmark Financial Holding... (AMK) | 19-Jan-21 | Market Sale | 200 | $25.17 | $5,034.00 | (< 1%) 170.5K to 170.3K | (2%) |
| 05-Jan-21 5:47 PM View: | Angus Ted F. EVP, General Counsel | Assetmark Financial Holding... (AMK) | 05-Jan-21 | Market Sale | 17,888 | $23.51 | $420,547.00 | (12%) 154.21K to 136.32K | (10%) |
| 04-Jan-21 7:25 PM View: | Angus Ted F. EVP, General Counsel | Assetmark Financial Holding... (AMK) | 04-Jan-21 | Market Sale | 13,847 | $23.71 | $328,313.00 | (8%) 168.06K to 154.21K | (9%) |
| 15-Dec-20 7:51 PM View: | Kim Michael EVP, Chief Client Officer | Assetmark Financial Holding... (AMK) | 15-Dec-20 | Sale | 5,895 | $24.16 | $142,423.00 | (2%) 304.04K to 298.14K | |
| 14-Dec-20 6:40 PM View: | Kim Michael EVP, Chief Client Officer | Assetmark Financial Holding... (AMK) | 14-Dec-20 | Sale | 20,694 | $23.93 | $495,109.00 | (6%) 324.73K to 304.04K | |
| 11-Dec-20 5:30 PM View: | Kim Michael EVP, Chief Client Officer | Assetmark Financial Holding... (AMK) | 11-Dec-20 | Sale | 13,411 | $24.13 | $323,668.00 | (4%) 338.14K to 324.73K | |
| 08-Dec-20 5:31 PM View: | Zyla Gary G. EVP, Chief Financial Officer | Assetmark Financial Holding... (AMK) | 08-Dec-20 | Sale | 16,611 | $25.17 | $418,099.00 | (9%) 187.11K to 170.5K | |
| 08-Dec-20 5:33 PM View: | Chafkin Jeremiah H EVP, Chief Investment Officer | Assetmark Financial Holding... (AMK) | 08-Dec-20 | Sale | 2,292 | $25.04 | $57,391.70 | (< 1%) 409.18K to 406.89K | |
| 07-Dec-20 6:55 PM View: | Chafkin Jeremiah H EVP, Chief Investment Officer | Assetmark Financial Holding... (AMK) | 07-Dec-20 | Sale | 10,931 | $24.43 | $267,044.00 | (3%) 420.11K to 409.18K |
