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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 06-Sep-24 4:06 PM View:  | 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 4:06 PM View: | Assetmark Financial Holding... (AMK) | 05-Sep-24 | Disposition | 8,944 | $35.25 | $315,276.00 | (100%) 8.94K to 0 | |
| 07-Aug-24 7:06 PM View: | Assetmark Financial Holding... (AMK) | 07-Aug-24 | Gift | 13,974 | -- | -- | (27%) 51.5K to 37.53K | |
| 29-Jul-24 6:07 PM View: | Assetmark Financial Holding... (AMK) | 26-Jul-24 | Gift | 8,944 | -- | -- | 17% 53.93K to 62.87K | |
| 29-Jul-24 6:07 PM View: | Assetmark Financial Holding... (AMK) | 26-Jul-24 | Gift | 11,367 | -- | -- | (18%) 62.87K to 51.5K | |
| 11-Jun-24 8:14 PM View: | Assetmark Financial Holding... (AMK) | 10-Jun-24 | Private Sale | 5,267 | $34.40 | $181,203.00 | (9%) 59.19K to 53.93K | |
| 26-Jan-24 5:31 PM View: | Assetmark Financial Holding... (AMK) | 17-Nov-23 | Market Sale | 4,000 | $25.17 | $100,680.00 | (7%) 60.32K to 56.32K | < 1% |
| 12-Jun-23 7:07 PM View: | Assetmark Financial Holding... (AMK) | 09-Jun-23 | Sale | 300 | $29.61 | $8,883.00 | (< 1%) 60.62K to 60.32K | |
| 12-Jun-23 7:07 PM View: | Assetmark Financial Holding... (AMK) | 08-Jun-23 | Grant | 29,280 | -- | -- | 89% 32.8K to 62.08K | |
| 12-Jun-23 7:07 PM View: | Assetmark Financial Holding... (AMK) | 08-Jun-23 | Sale | 1,456 | $30.04 | $43,738.20 | (2%) 62.08K to 60.62K | |
| 10-Jun-22 8:59 PM View: | Assetmark Financial Holding... (AMK) | 10-Jun-22 | Sale | 308 | $19.06 | $5,870.48 | (1%) 20.55K to 20.24K | |
| 10-Jun-22 8:59 PM View: | Assetmark Financial Holding... (AMK) | 09-Jun-22 | Sale | 505 | $20.00 | $10,100.00 | (2%) 21.05K to 20.55K | |
| 10-Jun-22 8:59 PM View: | Assetmark Financial Holding... (AMK) | 08-Jun-22 | Grant | 10,526 | -- | -- | 100% 10.53K to 21.05K |