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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 06-Sep-24 4:05 PM View:  | 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 4:05 PM View: | Assetmark Financial Holding... (AMK) | 05-Sep-24 | Disposition | 1,159 | $35.25 | $40,854.80 | (100%) 1.16K to 0 | |
| 23-Jul-24 5:38 PM View: | Assetmark Financial Holding... (AMK) | 23-Jul-24 | Gift | 5,960 | -- | -- | (5%) 114.97K to 109.01K | |
| 11-Jun-24 8:12 PM View: | Assetmark Financial Holding... (AMK) | 10-Jun-24 | Private Sale | 9,634 | $34.40 | $331,406.00 | (8%) 123.44K to 113.81K | |
| 15-Jun-23 4:47 PM View: | 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 7:08 PM View: | Assetmark Financial Holding... (AMK) | 09-Jun-23 | Sale | 855 | $29.61 | $25,316.60 | (< 1%) 131.56K to 130.71K | |
| 12-Jun-23 7:08 PM View: | Assetmark Financial Holding... (AMK) | 08-Jun-23 | Grant | 37,892 | -- | -- | 39% 96.99K to 134.88K | |
| 12-Jun-23 7:08 PM View: | Assetmark Financial Holding... (AMK) | 08-Jun-23 | Sale | 3,318 | $30.04 | $99,672.70 | (2%) 134.88K to 131.56K | |
| 18-May-23 7:14 PM View: | Assetmark Financial Holding... (AMK) | 17-May-23 | Private Sale | 5,637 | $28.12 | $158,512.00 | (5%) 102.63K to 96.99K | |
| 10-Jun-22 8:44 PM View: | Assetmark Financial Holding... (AMK) | 10-Jun-22 | Sale | 877 | $19.06 | $16,715.60 | (< 1%) 103.5K to 102.63K | |
| 10-Jun-22 8:44 PM View: | Assetmark Financial Holding... (AMK) | 09-Jun-22 | Sale | 1,585 | $20.00 | $31,700.00 | (2%) 105.09K to 103.5K | |
| 10-Jun-22 8:44 PM View: | Assetmark Financial Holding... (AMK) | 08-Jun-22 | Grant | 19,297 | -- | -- | 22% 85.79K to 105.09K | |
| 01-Jul-21 8:27 PM View: | Assetmark Financial Holding... (AMK) | 09-Jun-21 | Grant | 17,081 | -- | -- | 25% 69.57K to 86.65K | |
| 11-May-21 7:23 PM View: | Assetmark Financial Holding... (AMK) | 10-May-21 | Market Sale | 9,780 | $23.09 | $225,820.00 | (12%) 79.35K to 69.57K | < 1% |
| 09-Apr-21 5:59 PM View: | 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: | 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: | Assetmark Financial Holding... (AMK) | 01-Mar-21 | Market Sale | 20,291 | $25.02 | $507,681.00 | (17%) 119.63K to 99.34K | 6% |
| 10-Feb-21 8:33 PM View: | Assetmark Financial Holding... (AMK) | 10-Feb-21 | Market Sale | 16,687 | $26.38 | $440,203.00 | (12%) 136.32K to 119.63K | 1% |
| 05-Jan-21 5:47 PM View: | 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: | Assetmark Financial Holding... (AMK) | 04-Jan-21 | Market Sale | 13,847 | $23.71 | $328,313.00 | (8%) 168.06K to 154.21K | (9%) |
| 14-Jul-20 7:24 PM View: | Assetmark Financial Holding... (AMK) | 10-Jul-20 | Sale | 9,447 | $27.16 | $256,581.00 | (5%) 177.5K to 168.06K | |
| 12-Jun-20 6:31 PM View: | Assetmark Financial Holding... (AMK) | 10-Jun-20 | Sale | 9,447 | $27.77 | $262,311.00 | (5%) 186.95K to 177.5K | |
| 11-Jun-20 5:00 PM View: | Assetmark Financial Holding... (AMK) | 09-Jun-20 | Grant | 9,377 | -- | -- | 5% 177.57K to 186.95K | |
| 13-May-20 7:14 PM View: | Assetmark Financial Holding... (AMK) | 11-May-20 | Sale | 9,447 | $23.93 | $226,109.00 | (5%) 187.02K to 177.57K | |
| 27-Apr-20 7:10 PM View: | Assetmark Financial Holding... (AMK) | 23-Apr-20 | Sale | 4,946 | $22.16 | $109,603.00 | (3%) 191.97K to 187.02K | |
| 21-Apr-20 4:31 PM View: | Assetmark Financial Holding... (AMK) | 17-Apr-20 | Sale | 4,200 | $22.11 | $92,862.00 | (2%) 196.16K to 191.97K | |
| 16-Apr-20 3:23 PM View: | Assetmark Financial Holding... (AMK) | 14-Apr-20 | Sale | 300 | $22.00 | $6,600.00 | (< 1%) 196.47K to 196.16K | |
| 12-Mar-20 8:17 PM View: | Assetmark Financial Holding... (AMK) | 11-Mar-20 | Sale | 746 | $22.39 | $16,702.90 | (< 1%) 197.21K to 196.47K | |
| 12-Mar-20 8:17 PM View: | Assetmark Financial Holding... (AMK) | 10-Mar-20 | Sale | 8,700 | $22.87 | $198,958.00 | (4%) 205.91K to 197.21K | |
| 19-Jul-19 9:06 PM View: | Assetmark Financial Holding... (AMK) | 17-Jul-19 | Acquisition (other) | 205,911 | -- | -- | 100% 0 to 205.91K |