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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 07-Dec-23 5:43 PM View:  | Assetmark Financial Holding... (AMK) | 06-Dec-23 | Market Sale | 11,500 | $26.18 | $301,070.00 | (7%) 156.69K to 145.19K | 4% |
| 12-Jun-23 7:09 PM View: | Assetmark Financial Holding... (AMK) | 09-Jun-23 | Sale | 855 | $29.61 | $25,316.60 | (< 1%) 157.55K to 156.69K | |
| 12-Jun-23 7:09 PM View: | Assetmark Financial Holding... (AMK) | 08-Jun-23 | Grant | 37,892 | -- | -- | 31% 122.97K to 160.87K | |
| 12-Jun-23 7:09 PM View: | Assetmark Financial Holding... (AMK) | 08-Jun-23 | Sale | 3,318 | $30.04 | $99,672.70 | (2%) 160.87K to 157.55K | |
| 10-Jun-22 8:47 PM View: | Assetmark Financial Holding... (AMK) | 10-Jun-22 | Sale | 877 | $19.06 | $16,715.60 | (< 1%) 123.85K to 122.97K | |
| 10-Jun-22 8:47 PM View: | Assetmark Financial Holding... (AMK) | 09-Jun-22 | Sale | 1,585 | $20.00 | $31,700.00 | (1%) 125.44K to 123.85K | |
| 10-Jun-22 8:47 PM View: | Assetmark Financial Holding... (AMK) | 08-Jun-22 | Grant | 19,297 | -- | -- | 18% 106.14K to 125.44K | |
| 01-Jul-21 8:25 PM View: | Assetmark Financial Holding... (AMK) | 09-Jun-21 | Grant | 17,081 | -- | -- | 19% 89.92K to 107.0K | |
| 11-Feb-21 8:23 PM View: | 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: | Assetmark Financial Holding... (AMK) | 10-Feb-21 | Market Sale | 32,160 | $26.39 | $848,702.00 | (26%) 125.74K to 93.58K | (< 1%) |
| 09-Feb-21 6:59 PM View: | 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: | 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: | Assetmark Financial Holding... (AMK) | 05-Feb-21 | Market Sale | 29,816 | $24.94 | $743,611.00 | (14%) 214.97K to 185.15K | (3%) |
| 04-Feb-21 7:08 PM View: | Assetmark Financial Holding... (AMK) | 04-Feb-21 | Market Sale | 16,561 | $24.24 | $401,439.00 | (7%) 231.53K to 214.97K | (6%) |
| 27-Nov-20 12:01 PM View: | Assetmark Financial Holding... (AMK) | 24-Nov-20 | Sale | 1,032 | $24.44 | $25,222.10 | (< 1%) 232.56K to 231.53K | |
| 27-Nov-20 12:01 PM View: | Assetmark Financial Holding... (AMK) | 23-Nov-20 | Sale | 18,831 | $24.09 | $453,639.00 | (7%) 251.39K to 232.56K | |
| 20-Nov-20 6:05 PM View: | Assetmark Financial Holding... (AMK) | 20-Nov-20 | Sale | 19,244 | $24.10 | $463,780.00 | (7%) 270.63K to 251.39K | |
| 20-Nov-20 6:05 PM View: | Assetmark Financial Holding... (AMK) | 18-Nov-20 | Sale | 16,429 | $24.49 | $402,380.00 | (6%) 287.06K to 270.63K | |
| 11-Jun-20 6:01 PM View: | Assetmark Financial Holding... (AMK) | 09-Jun-20 | Grant | 9,377 | -- | -- | 3% 277.69K to 287.06K | |
| 30-Apr-20 7:16 PM View: | Assetmark Financial Holding... (AMK) | 29-Apr-20 | Sale | 8,930 | $23.22 | $207,368.00 | (3%) 286.62K to 277.69K | |
| 30-Apr-20 7:16 PM View: | Assetmark Financial Holding... (AMK) | 28-Apr-20 | Sale | 5,595 | $22.27 | $124,601.00 | (2%) 292.21K to 286.62K | |
| 27-Apr-20 7:22 PM View: | Assetmark Financial Holding... (AMK) | 27-Apr-20 | Sale | 3,172 | $22.64 | $71,814.10 | (1%) 295.38K to 292.21K | |
| 27-Apr-20 7:22 PM View: | Assetmark Financial Holding... (AMK) | 24-Apr-20 | Sale | 2,100 | $22.21 | $46,641.00 | (< 1%) 297.48K to 295.38K | |
| 27-Apr-20 7:22 PM View: | Assetmark Financial Holding... (AMK) | 23-Apr-20 | Sale | 11,796 | $22.16 | $261,399.00 | (4%) 309.28K to 297.48K | |
| 21-Apr-20 4:33 PM View: | Assetmark Financial Holding... (AMK) | 17-Apr-20 | Sale | 3,668 | $22.09 | $81,026.10 | (1%) 312.95K to 309.28K | |
| 16-Apr-20 3:17 PM View: | Assetmark Financial Holding... (AMK) | 14-Apr-20 | Sale | 300 | $22.00 | $6,600.00 | (< 1%) 313.25K to 312.95K | |
| 10-Apr-20 5:49 PM View: | Assetmark Financial Holding... (AMK) | 09-Apr-20 | Sale | 1,500 | $22.03 | $33,045.00 | (< 1%) 314.75K to 313.25K | |
| 10-Apr-20 5:49 PM View: | Assetmark Financial Holding... (AMK) | 08-Apr-20 | Sale | 600 | $22.00 | $13,200.00 | (< 1%) 315.35K to 314.75K | |
| 12-Mar-20 8:16 PM View: | Assetmark Financial Holding... (AMK) | 11-Mar-20 | Sale | 6,269 | $22.23 | $139,360.00 | (2%) 321.62K to 315.35K | |
| 12-Mar-20 8:16 PM View: | Assetmark Financial Holding... (AMK) | 10-Mar-20 | Sale | 8,886 | $22.80 | $202,601.00 | (3%) 330.5K to 321.62K | |
| 09-Mar-20 8:22 PM View: | Assetmark Financial Holding... (AMK) | 09-Mar-20 | Sale | 19,189 | $23.31 | $447,338.00 | (5%) 349.69K to 330.5K | |
| 09-Mar-20 8:22 PM View: | Assetmark Financial Holding... (AMK) | 06-Mar-20 | Sale | 13,240 | $25.29 | $334,840.00 | (4%) 362.93K to 349.69K | |
| 09-Mar-20 8:22 PM View: | Assetmark Financial Holding... (AMK) | 05-Mar-20 | Sale | 4,614 | $25.93 | $119,641.00 | (1%) 367.54K to 362.93K | |
| 04-Mar-20 8:34 PM View: | Assetmark Financial Holding... (AMK) | 04-Mar-20 | Sale | 5,724 | $26.80 | $153,387.00 | (2%) 373.27K to 367.54K | |
| 04-Mar-20 8:34 PM View: | Assetmark Financial Holding... (AMK) | 03-Mar-20 | Sale | 8,408 | $26.36 | $221,635.00 | (2%) 381.68K to 373.27K | |
| 04-Mar-20 8:34 PM View: | Assetmark Financial Holding... (AMK) | 02-Mar-20 | Sale | 4,815 | $25.87 | $124,550.00 | (1%) 386.49K to 381.68K | |
| 19-Jul-19 8:59 PM View: | Assetmark Financial Holding... (AMK) | 17-Jul-19 | Acquisition (other) | 386,491 | -- | -- | 100% 0 to 386.49K |