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| SEC Filing | Insider | Company | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Return |
|---|---|---|---|---|---|---|---|---|---|
| 06-Sep-24 4:06 PM View:  | Hansen Carrie E. EVP, Chief Operating Officer | Assetmark Financial Holding... (AMK) | 05-Sep-24 | Disposition | 91,533 | $35.25 | $3,226,540.00 | (68%) 134.44K to 42.91K | |
| 06-Sep-24 4:06 PM View: | McNatt Joel David Jr EVP, Investment Solutions | Assetmark Financial Holding... (AMK) | 05-Sep-24 | Disposition | 28,585 | $35.25 | $1,007,620.00 | (76%) 37.53K to 8.94K | |
| 06-Sep-24 4:04 PM View: | Kim Michael CEO and President Director | Assetmark Financial Holding... (AMK) | 05-Sep-24 | Disposition | 37,808 | $35.25 | $1,332,730.00 | (100%) 37.81K to 0 | |
| 06-Sep-24 4:06 PM View: | Mehta Mukesh EVP, Chief Information Officer | Assetmark Financial Holding... (AMK) | 05-Sep-24 | Disposition | 80,286 | $35.25 | $2,830,080.00 | (100%) 80.29K to 0 | |
| 06-Sep-24 4:05 PM View: | Angus Ted F. EVP, General Counsel | Assetmark Financial Holding... (AMK) | 05-Sep-24 | Disposition | 107,851 | $35.25 | $3,801,750.00 | (99%) 109.01K to 1.16K | |
| 06-Sep-24 4:02 PM View: | Velli Joseph M Director | Assetmark Financial Holding... (AMK) | 05-Sep-24 | Disposition | 20,616 | $35.25 | $726,714.00 | (100%) 20.62K to 0 | |
| 06-Sep-24 4:06 PM View: | Hansen Carrie E. EVP, Chief Operating Officer | Assetmark Financial Holding... (AMK) | 05-Sep-24 | Disposition | 42,906 | $35.25 | $1,512,440.00 | (100%) 42.91K to 0 | |
| 06-Sep-24 4:06 PM View: | McNatt Joel David Jr EVP, Investment Solutions | Assetmark Financial Holding... (AMK) | 05-Sep-24 | Disposition | 8,944 | $35.25 | $315,276.00 | (100%) 8.94K to 0 | |
| 06-Sep-24 4:05 PM View: | Zyla Gary G. EVP, Chief Financial Officer | Assetmark Financial Holding... (AMK) | 05-Sep-24 | Disposition | 89,895 | $35.25 | $3,168,800.00 | (100%) 89.89K to 0 | |
| 06-Sep-24 4:07 PM View: | Huatai Securities Co., Ltd. 10% Owner | Assetmark Financial Holding... (AMK) | 05-Sep-24 | Private Sale | 50,873,800 | $35.25 | $1,793,299,968.00 | (100%) 50.87M to 0 | |
| 06-Sep-24 4:03 PM View: | Bhagat Rohit Director | Assetmark Financial Holding... (AMK) | 05-Sep-24 | Disposition | 59,049 | $35.25 | $2,081,480.00 | (100%) 59.05K to 0 | |
| 06-Sep-24 4:05 PM View: | Angus Ted F. EVP, General Counsel | Assetmark Financial Holding... (AMK) | 05-Sep-24 | Disposition | 1,159 | $35.25 | $40,854.80 | (100%) 1.16K to 0 | |
| 06-Sep-24 4:04 PM View: | Kim Michael CEO and President Director | Assetmark Financial Holding... (AMK) | 05-Sep-24 | Disposition | 355,794 | $35.25 | $12,541,700.00 | (90%) 393.6K to 37.81K | |
| 06-Sep-24 4:06 PM View: | Mehta Mukesh EVP, Chief Information Officer | Assetmark Financial Holding... (AMK) | 05-Sep-24 | Disposition | 224,505 | $35.25 | $7,913,800.00 | (74%) 304.79K to 80.29K | |
| 06-Sep-24 4:07 PM View: | Minta-Jacobs Esi HR & Digital Product Solutions | Assetmark Financial Holding... (AMK) | 05-Sep-24 | Disposition | 66,766 | $35.25 | $2,353,500.00 | (100%) 66.77K to 0 | |
| 06-Sep-24 4:03 PM View: | Guinn Patricia Lynn Director | Assetmark Financial Holding... (AMK) | 05-Sep-24 | Disposition | 26,525 | $35.25 | $935,006.00 | (100%) 26.52K to 0 | |
| 06-Sep-24 4:06 PM View: | Mehta Mukesh EVP, Chief Information Officer | Assetmark Financial Holding... (AMK) | 03-Sep-24 | Gift | 182,165 | -- | -- | 60% 304.79K to 486.96K | |
| 06-Sep-24 4:06 PM View: | Mehta Mukesh EVP, Chief Information Officer | Assetmark Financial Holding... (AMK) | 03-Sep-24 | Gift | 182,165 | -- | -- | (37%) 486.96K to 304.79K | |
| 03-Sep-24 5:29 PM View: | Kim Michael CEO and President Director | Assetmark Financial Holding... (AMK) | 30-Aug-24 | Gift | 34,731 | -- | -- | (8%) 428.33K to 393.6K | |
| 03-Sep-24 5:09 PM View: | Bhagat Rohit Director | Assetmark Financial Holding... (AMK) | 30-Aug-24 | Gift | 8,148 | -- | -- | (12%) 67.2K to 59.05K | |
| 03-Sep-24 5:29 PM View: | Kim Michael CEO and President Director | Assetmark Financial Holding... (AMK) | 30-Aug-24 | Gift | 34,731 | -- | -- | 9% 393.6K to 428.33K | |
| 03-Sep-24 5:29 PM View: | Kim Michael CEO and President Director | Assetmark Financial Holding... (AMK) | 29-Aug-24 | Gift | 3,077 | -- | -- | < 1% 393.6K to 396.68K | |
| 03-Sep-24 5:29 PM View: | Kim Michael CEO and President Director | Assetmark Financial Holding... (AMK) | 29-Aug-24 | Gift | 3,077 | -- | -- | (< 1%) 396.68K to 393.6K | |
| 03-Sep-24 5:09 PM View: | Bhagat Rohit Director | Assetmark Financial Holding... (AMK) | 29-Aug-24 | Gift | 1,024 | -- | -- | (2%) 68.22K to 67.2K | |
| 30-Aug-24 7:07 PM View: | Hansen Carrie E. EVP, Chief Operating Officer | Assetmark Financial Holding... (AMK) | 28-Aug-24 | Gift | 42,906 | -- | -- | 32% 134.44K to 177.34K | |
| 30-Aug-24 7:07 PM View: | Hansen Carrie E. EVP, Chief Operating Officer | Assetmark Financial Holding... (AMK) | 28-Aug-24 | Gift | 42,906 | -- | -- | (24%) 177.34K to 134.44K | |
| 03-Sep-24 5:29 PM View: | Kim Michael CEO and President Director | Assetmark Financial Holding... (AMK) | 27-Aug-24 | Gift | 38,313 | -- | -- | 10% 393.6K to 431.92K | |
| 03-Sep-24 5:29 PM View: | Kim Michael CEO and President Director | Assetmark Financial Holding... (AMK) | 27-Aug-24 | Gift | 38,313 | -- | -- | (9%) 431.92K to 393.6K | |
| 21-Aug-24 7:40 PM View: | Hansen Carrie E. EVP, Chief Operating Officer | Assetmark Financial Holding... (AMK) | 20-Aug-24 | Gift | 143 | -- | -- | (< 1%) 134.58K to 134.44K | |
| 15-Aug-24 7:44 PM View: | Mehta Mukesh EVP, Chief Information Officer | Assetmark Financial Holding... (AMK) | 13-Aug-24 | Gift | 262,451 | -- | -- | (46%) 567.24K to 304.79K | |
| 15-Aug-24 7:44 PM View: | Mehta Mukesh EVP, Chief Information Officer | Assetmark Financial Holding... (AMK) | 13-Aug-24 | Gift | 262,451 | -- | -- | 86% 304.79K to 567.24K | |
| 07-Aug-24 7:06 PM View: | McNatt Joel David Jr EVP, Investment Solutions | Assetmark Financial Holding... (AMK) | 07-Aug-24 | Gift | 13,974 | -- | -- | (27%) 51.5K to 37.53K | |
| 31-Jul-24 5:49 PM View: | Zyla Gary G. EVP, Chief Financial Officer | Assetmark Financial Holding... (AMK) | 30-Jul-24 | Gift | 2,900 | -- | -- | (3%) 92.8K to 89.89K | |
| 29-Jul-24 6:07 PM View: | McNatt Joel David Jr EVP, Investment Solutions | Assetmark Financial Holding... (AMK) | 26-Jul-24 | Gift | 11,367 | -- | -- | (18%) 62.87K to 51.5K | |
| 29-Jul-24 6:07 PM View: | McNatt Joel David Jr EVP, Investment Solutions | Assetmark Financial Holding... (AMK) | 26-Jul-24 | Gift | 8,944 | -- | -- | 17% 53.93K to 62.87K | |
| 29-Jul-24 6:06 PM View: | Kim Michael CEO and President Director | Assetmark Financial Holding... (AMK) | 25-Jul-24 | Gift | 3,120 | -- | -- | (< 1%) 396.72K to 393.6K | |
| 23-Jul-24 5:38 PM View: | Angus Ted F. EVP, General Counsel | Assetmark Financial Holding... (AMK) | 23-Jul-24 | Gift | 5,960 | -- | -- | (5%) 114.97K to 109.01K | |
| 11-Jun-24 8:17 PM View: | Zyla Gary G. EVP, Chief Financial Officer | Assetmark Financial Holding... (AMK) | 10-Jun-24 | Private Sale | 7,786 | $34.40 | $267,817.00 | (8%) 100.58K to 92.8K | |
| 11-Jun-24 8:13 PM View: | Kim Michael CEO and President Director | Assetmark Financial Holding... (AMK) | 10-Jun-24 | Private Sale | 9,445 | $34.40 | $324,893.00 | (2%) 408.1K to 398.65K | |
| 11-Jun-24 8:16 PM View: | Mehta Mukesh EVP, Chief Information Officer | Assetmark Financial Holding... (AMK) | 10-Jun-24 | Private Sale | 8,880 | $34.40 | $305,461.00 | (3%) 313.67K to 304.79K | |
| 11-Jun-24 8:16 PM View: | Minta-Jacobs Esi HR & Digital Product Solutions | Assetmark Financial Holding... (AMK) | 10-Jun-24 | Private Sale | 2,529 | $34.40 | $86,998.20 | (4%) 69.3K to 66.77K | |
| 11-Jun-24 8:12 PM View: | Hansen Carrie E. EVP, Chief Operating Officer | Assetmark Financial Holding... (AMK) | 10-Jun-24 | Private Sale | 10,611 | $34.40 | $365,025.00 | (7%) 145.19K to 134.58K | |
| 11-Jun-24 8:14 PM View: | McNatt Joel David Jr EVP, Investment Solutions | Assetmark Financial Holding... (AMK) | 10-Jun-24 | Private Sale | 5,267 | $34.40 | $181,203.00 | (9%) 59.19K to 53.93K | |
| 11-Jun-24 8:12 PM View: | Angus Ted F. EVP, General Counsel | Assetmark Financial Holding... (AMK) | 10-Jun-24 | Private Sale | 9,634 | $34.40 | $331,406.00 | (8%) 123.44K to 113.81K | |
| 05-Mar-24 5:10 PM View: | Kim Michael CEO and President Director | Assetmark Financial Holding... (AMK) | 04-Mar-24 | Private Sale | 11,833 | $35.18 | $416,285.00 | (3%) 419.93K to 408.1K | |
| 07-Dec-23 5:43 PM View: | Hansen Carrie E. EVP, Chief Operating Officer | Assetmark Financial Holding... (AMK) | 06-Dec-23 | Market Sale | 11,500 | $26.18 | $301,070.00 | (7%) 156.69K to 145.19K | 4% |
| 26-Jan-24 5:31 PM View: | McNatt Joel David Jr EVP, Investment Solutions | Assetmark Financial Holding... (AMK) | 17-Nov-23 | Market Sale | 4,000 | $25.17 | $100,680.00 | (7%) 60.32K to 56.32K | < 1% |
| 26-Oct-23 4:36 PM View: | Kim Michael CEO and President Director | Assetmark Financial Holding... (AMK) | 24-Oct-23 | Grant | 42,302 | -- | -- | 11% 377.63K to 419.93K | |
| 15-Jun-23 4:47 PM View: | Angus Ted F. EVP, General Counsel | Assetmark Financial Holding... (AMK) | 14-Jun-23 | Private Sale | 7,265 | $28.16 | $204,582.00 | (6%) 130.71K to 123.44K | |
| 12-Jun-23 7:09 PM View: | Hansen Carrie E. EVP, Chief Operating Officer | Assetmark Financial Holding... (AMK) | 09-Jun-23 | Sale | 855 | $29.61 | $25,316.60 | (< 1%) 157.55K to 156.69K |
