| |
| |
|
| Insider
Information: |
Chafkin Jeremiah H |
| Relationship: |
Vice Chairman |
| City: |
San Francisco |
| State: |
CA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
511,705 |
|
|
Indirect Shares
|
306,677 |
|
|
| Direct
Value |
$7,677,772 |
|
|
|
Indirect Value
|
$15,969 |
|
|
| Total
Shares |
818,382 |
|
|
| Total
Value |
$7,693,741 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
0
|
|
Stock
price went up :
|
0
|
0
|
| Stock
price went down : |
0
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
0.0
|
| Percentage
Gain/Loss : |
0.0%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Charles Schwab Corp |
SCHW |
Officer |
2005-01-01 |
104,816 |
2005-01-01 |
218 |
Premium* |
|
|
Assetmark Financial Holdings, Inc. |
AMK |
Vice Chairman |
2020-12-08 |
406,889 |
2021-09-14 |
306,459 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
28 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 2 of 2
|
28 Records found
|
|
Page 2 of 2 |
| |
Free Registration Required For Full Results. Limit: 25
|
|
| |
Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
| |
|
|
|
|
|
