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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 | 89,895 | $35.25 | $3,168,800.00 | (100%) 89.89K to 0 | |
| 31-Jul-24 5:49 PM View: | Assetmark Financial Holding... (AMK) | 30-Jul-24 | Gift | 2,900 | -- | -- | (3%) 92.8K to 89.89K | |
| 11-Jun-24 8:17 PM View: | Assetmark Financial Holding... (AMK) | 10-Jun-24 | Private Sale | 7,786 | $34.40 | $267,817.00 | (8%) 100.58K to 92.8K | |
| 12-Jun-23 7:42 PM View: | Assetmark Financial Holding... (AMK) | 09-Jun-23 | Sale | 855 | $29.61 | $25,316.60 | (< 1%) 101.44K to 100.58K | |
| 12-Jun-23 7:42 PM View: | Assetmark Financial Holding... (AMK) | 08-Jun-23 | Grant | 15,157 | -- | -- | 17% 89.6K to 104.75K | |
| 12-Jun-23 7:42 PM View: | Assetmark Financial Holding... (AMK) | 08-Jun-23 | Sale | 3,318 | $30.04 | $99,672.70 | (3%) 104.75K to 101.44K | |
| 10-May-23 4:56 PM View: | Assetmark Financial Holding... (AMK) | 08-May-23 | Private Sale | 8,958 | $26.83 | $240,343.00 | (9%) 98.56K to 89.6K | |
| 10-Jun-22 8:57 PM View: | Assetmark Financial Holding... (AMK) | 10-Jun-22 | Sale | 877 | $19.06 | $16,715.60 | (< 1%) 99.43K to 98.55K | |
| 10-Jun-22 8:57 PM View: | Assetmark Financial Holding... (AMK) | 09-Jun-22 | Sale | 1,585 | $20.00 | $31,700.00 | (2%) 101.02K to 99.43K | |
| 10-Jun-22 8:57 PM View: | Assetmark Financial Holding... (AMK) | 08-Jun-22 | Grant | 19,297 | -- | -- | 24% 81.72K to 101.02K | |
| 01-Jul-21 8:21 PM View: | Assetmark Financial Holding... (AMK) | 09-Jun-21 | Grant | 17,081 | -- | -- | 26% 65.5K to 82.58K | |
| 19-May-21 7:00 PM View: | Assetmark Financial Holding... (AMK) | 18-May-21 | Market Sale | 65,000 | $24.74 | $1,608,110.00 | (50%) 130.5K to 65.5K | < 1% |
| 05-Feb-21 7:39 PM View: | Assetmark Financial Holding... (AMK) | 05-Feb-21 | Market Sale | 35,034 | $25.02 | $876,551.00 | (21%) 165.53K to 130.5K | (3%) |
| 25-Jan-21 8:00 PM View: | Assetmark Financial Holding... (AMK) | 25-Jan-21 | Market Sale | 101 | $25.03 | $2,528.03 | (< 1%) 165.63K to 165.53K | (3%) |
| 21-Jan-21 6:39 PM View: | Assetmark Financial Holding... (AMK) | 21-Jan-21 | Market Sale | 1,909 | $25.00 | $47,725.00 | (1%) 167.54K to 165.63K | (3%) |
| 20-Jan-21 7:04 PM View: | Assetmark Financial Holding... (AMK) | 20-Jan-21 | Market Sale | 2,756 | $25.01 | $68,927.60 | (2%) 170.3K to 167.54K | (3%) |
| 19-Jan-21 6:24 PM View: | Assetmark Financial Holding... (AMK) | 19-Jan-21 | Market Sale | 200 | $25.17 | $5,034.00 | (< 1%) 170.5K to 170.3K | (2%) |
| 08-Dec-20 5:31 PM View: | Assetmark Financial Holding... (AMK) | 08-Dec-20 | Sale | 16,611 | $25.17 | $418,099.00 | (9%) 187.11K to 170.5K | |
| 04-Dec-20 6:04 PM View: | Assetmark Financial Holding... (AMK) | 04-Dec-20 | Sale | 1,389 | $25.01 | $34,738.90 | (< 1%) 188.5K to 187.11K | |
| 12-Jun-20 6:38 PM View: | Assetmark Financial Holding... (AMK) | 11-Jun-20 | Sale | 5,268 | $25.99 | $136,891.00 | (3%) 193.76K to 188.5K | |
| 12-Jun-20 6:38 PM View: | Assetmark Financial Holding... (AMK) | 10-Jun-20 | Sale | 10,232 | $27.79 | $284,352.00 | (5%) 204.0K to 193.76K | |
| 11-Jun-20 6:02 PM View: | Assetmark Financial Holding... (AMK) | 09-Jun-20 | Grant | 9,377 | -- | -- | 5% 194.62K to 204.0K | |
| 13-May-20 7:10 PM View: | Assetmark Financial Holding... (AMK) | 12-May-20 | Sale | 2,619 | $23.71 | $62,096.50 | (1%) 197.24K to 194.62K | |
| 13-May-20 7:10 PM View: | Assetmark Financial Holding... (AMK) | 11-May-20 | Sale | 12,881 | $23.95 | $308,558.00 | (6%) 210.12K to 197.24K | |
| 15-Apr-20 6:12 PM View: | Assetmark Financial Holding... (AMK) | 14-Apr-20 | Sale | 7,464 | $21.37 | $159,477.00 | (3%) 217.58K to 210.12K | |
| 15-Apr-20 6:12 PM View: | Assetmark Financial Holding... (AMK) | 13-Apr-20 | Sale | 8,036 | $20.32 | $163,297.00 | (4%) 225.62K to 217.58K | |
| 12-Mar-20 8:10 PM View: | Assetmark Financial Holding... (AMK) | 11-Mar-20 | Sale | 6,611 | $21.89 | $144,730.00 | (3%) 232.23K to 225.62K | |
| 12-Mar-20 8:10 PM View: | Assetmark Financial Holding... (AMK) | 10-Mar-20 | Sale | 8,889 | $22.80 | $202,669.00 | (4%) 241.12K to 232.23K | |
| 19-Jul-19 9:04 PM View: | Assetmark Financial Holding... (AMK) | 17-Jul-19 | Acquisition (other) | 241,120 | -- | -- | 100% 0 to 241.12K |