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Assetmark Financial Holdings, Inc. (AMK) |
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$0.00 0.00 (0.00%) as of 4:30 Fri 2/14
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Download |
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| Exchange: |
N/A |
| Security
Type: |
Common |
| Shares
Out: |
72,400,000 |
| Market
Cap: |
N/A |
| Last
Volume: |
0 |
Avg
Vol: |
0 |
| 52
Week Range: |
$0 - $0 |
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| Level
I Sector: |
N/A |
| Level
II Sector: |
N/A |
| Level
III Sector: |
N/A |
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Member Indexes:
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Rankings:
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| Insider 3 Months : - |
| Insider 6 Months : - |
| Insider 3/6 Months : - |
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| Guru Rank Number : - |
| Guru Rank Value : - |
| Guru Occurances : - |
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Company Profile AssetMark Financial is a holding company. Through its subsidiaries, Co. provides wealth management and technology solutions that power financial advisers and their clients. Co.'s platform enables advisers to outsource services that would otherwise require investments of time and money - helping to level the playing field for independent financial advisers of all sizes. Co. provides an end-to-end experience, spanning nearly all elements of an adviser's engagement with his or her client - from initial conversations to ongoing financial planning discussions. Co.'s platform include: technology platform; adviser service; investment platform; and financial planning technology.
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D/I:
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D
is for direct shares.
I is
for indirect shares.
D/I
refers to the Direct or Indirect
shares traded vs. held. |
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Forms:
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A
Form 4 is a form filed
by an insider to indicate a change
in ownership.
A Form
3 is a form filed by
an insider to indicate an
initial ownership of a security. |
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3m +/-:
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This
represents the company's 3 month
price change. The initial price
is based on the closing price
of the stock on the day the transaction
took place. Purchases & sales
are viewed as long & short
positions respectively.
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Actions:
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| B |
Buy |
| S |
Sell |
| OE |
Option
Exercised |
| A |
Acquired |
| D |
Disposed |
| AB |
Automatic
Buy |
| AS |
Automatic
Sell |
| IO |
Initial
Ownership |
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Download:
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Download only Transactions
Forms. (Default)
Download
only Summary Infomation.
Download
both Transactions and Summary Data
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Summary (Direct Transactions Only)  |
3 Months |
6 Months |
12 Months |
24 Months |
| Total Shares Bought |
0 |
0 |
0 |
0 |
| Total Buy Value |
$0 |
$0 |
$0 |
$0 |
| Total People Bought |
0 |
0 |
0 |
0 |
| Total Buy Transactions |
0 |
0 |
0 |
0 |
| Total Shares Sold |
11,833 |
27,333 |
80,901 |
119,924 |
| Total Sell Value |
$416,285 |
$818,035 |
$2,388,329 |
$3,335,117 |
| Total People Sold |
1 |
3 |
8 |
8 |
| Total Sell Transactions |
1 |
3 |
22 |
45 |
| End Date |
2024-02-11 |
2023-11-10 |
2023-05-12 |
2022-05-12 |
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| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
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| 3m +/- |
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Form |
  Wolfsen Natalie Grace |
EVP, Chief Executive Officer |
• • – |
2023-06-08 |
4 |
S |
$30.04 |
$215,867 |
D/D |
(7,186) |
432,082 |
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- |
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| Wolfsen Natalie Grace |
EVP, Chief Executive Officer |
• • – |
2023-06-08 |
4 |
A |
$0.00 |
$0 |
D/D |
26,697 |
439,268 |
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| Angus Ted F. |
EVP, General Counsel |
• – – |
2023-06-08 |
4 |
S |
$30.04 |
$99,673 |
D/D |
(3,318) |
131,565 |
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- |
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| Angus Ted F. |
EVP, General Counsel |
• – – |
2023-06-08 |
4 |
A |
$0.00 |
$0 |
D/D |
37,892 |
134,883 |
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| Bhagat Rohit |
Director |
– • – |
2023-06-08 |
4 |
A |
$0.00 |
$0 |
D/D |
4,478 |
68,221 |
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| Hansen Carrie E. |
EVP, Chief Operating Officer |
• – – |
2023-06-08 |
4 |
S |
$30.04 |
$99,673 |
D/D |
(3,318) |
157,548 |
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| Hansen Carrie E. |
EVP, Chief Operating Officer |
• – – |
2023-06-08 |
4 |
A |
$0.00 |
$0 |
D/D |
37,892 |
160,866 |
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| Minta-Jacobs Esi |
EVP, HR & Project Management |
• – – |
2023-05-17 |
4 |
S |
$28.12 |
$168,720 |
D/D |
(6,000) |
58,596 |
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| Angus Ted F. |
EVP, General Counsel |
• – – |
2023-05-17 |
4 |
S |
$28.12 |
$158,512 |
D/D |
(5,637) |
96,991 |
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| Zyla Gary G. |
EVP, Chief Financial Officer |
• – – |
2023-05-08 |
4 |
S |
$26.83 |
$240,343 |
D/D |
(8,958) |
89,597 |
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| Kim Michael |
President & CCO |
• – – |
2023-03-17 |
4 |
GD |
$0.00 |
$0 |
I/I |
250,000 |
41,390 |
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- |
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| Kim Michael |
President & CCO |
• – – |
2023-03-17 |
4 |
GA |
$0.00 |
$0 |
D/D |
250,000 |
322,550 |
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- |
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| Wolfsen Natalie Grace |
EVP, Chief Executive Officer |
• – – |
2023-03-06 |
4 |
S |
$31.66 |
$175,555 |
D/D |
(5,545) |
412,571 |
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- |
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| Kim Michael |
President & CCO |
• – – |
2023-03-06 |
4 |
S |
$31.66 |
$128,033 |
D/D |
(4,044) |
72,550 |
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- |
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| Kim Michael |
President & CCO |
• – – |
2023-01-03 |
4 |
GA |
$0.00 |
$0 |
I/I |
1,100 |
1,930 |
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- |
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| Kim Michael |
President & CCO |
• – – |
2023-01-03 |
4 |
GD |
$0.00 |
$0 |
I/I |
3,300 |
291,390 |
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| Kim Michael |
President & CCO |
• – – |
2022-12-28 |
4 |
GA |
$0.00 |
$0 |
I/I |
294,664 |
294,690 |
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- |
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| Kim Michael |
President & CCO |
• – – |
2022-12-28 |
4 |
GD |
$0.00 |
$0 |
D/D |
294,664 |
76,594 |
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| Kim Michael |
President & CCO |
• – – |
2022-07-15 |
4 |
GA |
$0.00 |
$0 |
D/D |
290,000 |
371,258 |
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- |
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| Kim Michael |
President & CCO |
• – – |
2022-07-15 |
4 |
GD |
$0.00 |
$0 |
I/I |
290,000 |
26 |
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| Kim Michael |
President & CCO |
• – – |
2022-06-26 |
4 |
GA |
$0.00 |
$0 |
I/I |
830 |
830 |
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- |
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| Kim Michael |
President & CCO |
• – – |
2022-06-26 |
4 |
GD |
$0.00 |
$0 |
I/I |
2,490 |
290,026 |
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| Kim Michael |
President & CCO |
• – – |
2022-06-22 |
4 |
GA |
$0.00 |
$0 |
I/I |
292,516 |
292,516 |
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| Kim Michael |
President & CCO |
• – – |
2022-06-22 |
4 |
GD |
$0.00 |
$0 |
D/D |
292,516 |
81,258 |
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| Minta-Jacobs Esi |
EVP, HR & Project Management |
• – – |
2022-06-10 |
4/A |
S |
$19.06 |
$5,870 |
D/D |
(308) |
64,596 |
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334 Records found
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Page 2 of 14 |
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Transaction Code Key: |
Ownership Code Key |
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B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
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S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
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OE |
- Options Exercised |
A |
- Acquired |
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IO |
- Initital Ownership |
D |
- Disposed |
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