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| SEC Filing | Insider | Company | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Return |
|---|---|---|---|---|---|---|---|---|---|
| 10-Jun-22 8:59 PM View:  | McNatt Joel David Jr EVP, Investment Solutions | Assetmark Financial Holding... (AMK) | 10-Jun-22 | Sale | 308 | $19.06 | $5,870.48 | (1%) 20.55K to 20.24K | |
| 10-Jun-22 8:52 PM View: | Wolfsen Natalie Grace EVP, Chief Executive Officer | Assetmark Financial Holding... (AMK) | 10-Jun-22 | Sale | 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-22 | Sale | 877 | $19.06 | $16,715.60 | (< 1%) 280.83K to 279.95K | |
| 10-Jun-22 8:55 PM View: | Minta-Jacobs Esi EVP, HR & Project Management | Assetmark Financial Holding... (AMK) | 10-Jun-22 | Sale | 308 | $19.06 | $5,870.48 | (< 1%) 66.49K to 66.18K | |
| 10-Jun-22 8:57 PM View: | Zyla Gary G. EVP, Chief Financial Officer | Assetmark Financial Holding... (AMK) | 10-Jun-22 | Sale | 877 | $19.06 | $16,715.60 | (< 1%) 99.43K to 98.55K | |
| 10-Jun-22 8:47 PM View: | Hansen Carrie E. EVP, Chief Operating Officer | Assetmark Financial Holding... (AMK) | 10-Jun-22 | Sale | 877 | $19.06 | $16,715.60 | (< 1%) 123.85K to 122.97K | |
| 10-Jun-22 8:44 PM View: | Angus Ted F. EVP, General Counsel | Assetmark Financial Holding... (AMK) | 10-Jun-22 | Sale | 877 | $19.06 | $16,715.60 | (< 1%) 103.5K to 102.63K | |
| 10-Jun-22 8:49 PM View: | Kim Michael President & CCO | Assetmark Financial Holding... (AMK) | 10-Jun-22 | Sale | 965 | $19.06 | $18,392.90 | (< 1%) 374.74K to 373.77K | |
| 10-Jun-22 8:52 PM View: | Wolfsen Natalie Grace EVP, Chief Executive Officer | Assetmark Financial Holding... (AMK) | 09-Jun-22 | Sale | 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-22 | Sale | 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-22 | Sale | 505 | $20.00 | $10,100.00 | (< 1%) 66.99K to 66.49K | |
| 10-Jun-22 8:57 PM View: | Zyla Gary G. EVP, Chief Financial Officer | Assetmark Financial Holding... (AMK) | 09-Jun-22 | Sale | 1,585 | $20.00 | $31,700.00 | (2%) 101.02K to 99.43K | |
| 10-Jun-22 8:47 PM View: | Hansen Carrie E. EVP, Chief Operating Officer | Assetmark Financial Holding... (AMK) | 09-Jun-22 | Sale | 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-22 | Sale | 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-22 | Sale | 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-22 | Sale | 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-22 | Grant | 19,297 | -- | -- | 18% 106.14K to 125.44K | |
| 10-Jun-22 8:44 PM View: | Angus Ted F. EVP, General Counsel | Assetmark Financial Holding... (AMK) | 08-Jun-22 | Grant | 19,297 | -- | -- | 22% 85.79K to 105.09K | |
| 10-Jun-22 9:06 PM View: | Bhagat Rohit Director | Assetmark Financial Holding... (AMK) | 08-Jun-22 | Grant | 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-22 | Grant | 23,025 | -- | -- | 7% 353.51K to 376.54K | |
| 10-Jun-22 8:26 PM View: | Guinn Patricia Lynn Director | Assetmark Financial Holding... (AMK) | 08-Jun-22 | Grant | 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-22 | Grant | 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-22 | Grant | 30,700 | -- | -- | 8% 392.02K to 422.73K | |
| 10-Jun-22 8:27 PM View: | Velli Joseph M Director | Assetmark Financial Holding... (AMK) | 08-Jun-22 | Grant | 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-22 | Grant | 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-22 | Grant | 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-22 | Grant | 19,297 | -- | -- | 24% 81.72K to 101.02K | |
| 08-Mar-22 6:33 PM View: | Wolfsen Natalie Grace EVP, Chief Executive Officer | Assetmark Financial Holding... (AMK) | 04-Mar-22 | Market 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-22 | Market 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-21 | Market 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-21 | Market 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-21 | Market Sale | 27,937 | $28.04 | $783,354.00 | (10%) 293.12K to 265.18K | < 1% |
| 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% |
| 09-Feb-22 6:56 PM View: | Hahn John SVP, Finance & Reporting (PAO) | Assetmark Financial Holding... (AMK) | 11-Jun-21 | Market Sale | 301 | $25.68 | $7,729.68 | (2%) 13.35K to 13.05K | |
| 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 8:23 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 8:27 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 8:19 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 | |
| 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 8:29 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 8:33 PM View: | Bhagat Rohit Director | Assetmark Financial Holding... (AMK) | 09-Jun-21 | Grant | 5,047 | -- | -- | 10% 52.48K to 57.53K | |
| 01-Jul-21 8:21 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 8:31 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 8:25 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 |
