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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 12-Jun-23 7:41 PM View:  | Assetmark Financial Holding... (AMK) | 09-Jun-23 | Sale | 1,348 | $29.61 | $39,914.30 | (< 1%) 432.08K to 430.73K | |
| 12-Jun-23 7:41 PM View: | Assetmark Financial Holding... (AMK) | 08-Jun-23 | Grant | 26,697 | -- | -- | 6% 412.57K to 439.27K | |
| 12-Jun-23 7:41 PM View: | Assetmark Financial Holding... (AMK) | 08-Jun-23 | Sale | 7,186 | $30.04 | $215,867.00 | (2%) 439.27K to 432.08K | |
| 07-Mar-23 4:58 PM View: | Assetmark Financial Holding... (AMK) | 06-Mar-23 | Private Sale | 5,545 | $31.66 | $175,555.00 | (1%) 418.12K to 412.57K | |
| 10-Jun-22 8:52 PM View: | Assetmark Financial Holding... (AMK) | 10-Jun-22 | Sale | 1,383 | $19.06 | $26,360.00 | (< 1%) 419.5K to 418.12K | |
| 10-Jun-22 8:52 PM View: | Assetmark Financial Holding... (AMK) | 09-Jun-22 | Sale | 3,227 | $20.00 | $64,540.00 | (< 1%) 422.73K to 419.5K | |
| 10-Jun-22 8:52 PM View: | Assetmark Financial Holding... (AMK) | 08-Jun-22 | Grant | 30,700 | -- | -- | 8% 392.02K to 422.73K | |
| 08-Mar-22 6:33 PM View: | Assetmark Financial Holding... (AMK) | 04-Mar-22 | Market Sale | 5,075 | $22.30 | $113,172.00 | (1%) 397.1K to 392.02K | (12%) |
| 01-Jul-21 8:19 PM View: | Assetmark Financial Holding... (AMK) | 09-Jun-21 | Grant | 24,263 | -- | -- | 6% 373.78K to 398.05K | |
| 28-Apr-21 6:15 PM View: | Assetmark Financial Holding... (AMK) | 26-Apr-21 | Grant | 45,135 | -- | -- | 14% 328.65K to 373.78K | |
| 04-Feb-21 7:11 PM View: | 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: | 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: | 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: | Assetmark Financial Holding... (AMK) | 01-Feb-21 | Market Sale | 4,146 | $23.01 | $95,399.50 | (1%) 382.2K to 378.05K | (12%) |
| 20-Nov-20 6:07 PM View: | Assetmark Financial Holding... (AMK) | 18-Nov-20 | Sale | 14,280 | $24.59 | $351,145.00 | (4%) 396.48K to 382.2K | |
| 23-Jun-20 6:04 PM View: | Assetmark Financial Holding... (AMK) | 23-Jun-20 | Sale | 16,983 | $28.18 | $478,581.00 | (4%) 413.46K to 396.48K | |
| 23-Jun-20 6:04 PM View: | Assetmark Financial Holding... (AMK) | 22-Jun-20 | Sale | 5,191 | $28.02 | $145,452.00 | (1%) 418.65K to 413.46K | |
| 23-Jun-20 6:04 PM View: | Assetmark Financial Holding... (AMK) | 19-Jun-20 | Sale | 100 | $27.99 | $2,799.00 | (< 1%) 418.75K to 418.65K | |
| 10-Jun-20 6:21 PM View: | Assetmark Financial Holding... (AMK) | 10-Jun-20 | Sale | 3,396 | $28.00 | $95,088.00 | (< 1%) 411.83K to 408.44K | |
| 10-Jun-20 6:26 PM View: | Assetmark Financial Holding... (AMK) | 10-Jun-20 | Sale Duplicate | 3,396 | $28.00 | $95,088.00 | (< 1%) 411.83K to 408.44K | |
| 11-Jun-20 5:59 PM View: | Assetmark Financial Holding... (AMK) | 09-Jun-20 | Grant | 10,315 | -- | -- | 3% 411.83K to 422.15K | |
| 10-Jun-20 6:21 PM View: | Assetmark Financial Holding... (AMK) | 09-Jun-20 | Sale | 9,720 | $28.55 | $277,506.00 | (2%) 421.56K to 411.83K | |
| 10-Jun-20 6:26 PM View: | Assetmark Financial Holding... (AMK) | 09-Jun-20 | Sale Duplicate | 9,720 | $28.55 | $277,506.00 | (2%) 421.56K to 411.83K | |
| 10-Jun-20 6:21 PM View: | Assetmark Financial Holding... (AMK) | 08-Jun-20 | Sale | 7,926 | $28.40 | $225,098.00 | (2%) 429.48K to 421.56K | |
| 10-Jun-20 6:26 PM View: | Assetmark Financial Holding... (AMK) | 08-Jun-20 | Sale Duplicate | 7,926 | $28.40 | $225,098.00 | (2%) 429.48K to 421.56K | |
| 04-May-20 7:38 PM View: | Assetmark Financial Holding... (AMK) | 30-Apr-20 | Sale | 6,083 | $24.04 | $146,235.00 | (1%) 435.56K to 429.48K | |
| 29-Apr-20 8:04 PM View: | Assetmark Financial Holding... (AMK) | 29-Apr-20 | Sale | 13,917 | $23.99 | $333,869.00 | (3%) 449.48K to 435.56K | |
| 29-Apr-20 8:04 PM View: | Assetmark Financial Holding... (AMK) | 27-Apr-20 | Sale | 2,500 | $22.63 | $56,575.00 | (< 1%) 451.98K to 449.48K | |
| 15-Apr-20 6:14 PM View: | Assetmark Financial Holding... (AMK) | 13-Apr-20 | Sale | 2,500 | $20.37 | $50,933.00 | (< 1%) 454.48K to 451.98K | |
| 30-Mar-20 7:43 PM View: | Assetmark Financial Holding... (AMK) | 30-Mar-20 | Sale | 2,500 | $20.00 | $50,000.00 | (< 1%) 456.98K to 454.48K | |
| 30-Mar-20 7:43 PM View: | Assetmark Financial Holding... (AMK) | 26-Mar-20 | Sale | 2,500 | $19.99 | $49,975.00 | (< 1%) 459.48K to 456.98K | |
| 04-Mar-20 8:36 PM View: | Assetmark Financial Holding... (AMK) | 03-Mar-20 | Sale | 3,641 | $26.41 | $96,158.80 | (< 1%) 463.12K to 459.48K | |
| 04-Mar-20 8:36 PM View: | Assetmark Financial Holding... (AMK) | 02-Mar-20 | Sale | 3,859 | $25.77 | $99,447.00 | (< 1%) 466.98K to 463.12K | |
| 19-Jul-19 8:58 PM View: | Assetmark Financial Holding... (AMK) | 17-Jul-19 | Acquisition (other) | 466,981 | -- | -- | 100% 0 to 466.98K |