| |
| |
|
| Insider
Information: |
Goldman Charles G |
| Relationship: |
Chief Executive Office... |
| City: |
San Francisco |
| State: |
CA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
2,060,684 |
|
|
Indirect Shares
|
2,537 |
|
|
| Direct
Value |
$3,574,346 |
|
|
|
Indirect Value
|
$190,960 |
|
|
| Total
Shares |
2,063,221 |
|
|
| Total
Value |
$3,765,306 |
|
|
|
|
|
|
|
|
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 |
EVP/COO, Schwab Instit... |
2008-11-17 |
47,487 |
2008-08-29 |
2,537 |
Premium* |
|
|
Assetmark Financial Holdings, Inc. |
AMK |
Chief Executive Office... |
2020-06-11 |
2,013,197 |
2020-06-11 |
0 |
Premium* |
|
|
|
|
|
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|
|
|
|
|
Records found :
64 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 2 of 3
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| AMK |
Assetmark Financial Holdi... |
President and CEO |
• • – |
2020-03-11 |
4 |
S |
$22.22 |
$140,653 |
D/D |
(6,330) |
2,412,431 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
President and CEO |
• • – |
2020-04-08 |
4 |
S |
$22.00 |
$26,400 |
D/D |
(1,200) |
2,411,231 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
President and CEO |
• • – |
2020-04-09 |
4 |
S |
$22.04 |
$66,120 |
D/D |
(3,000) |
2,408,231 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
President and CEO |
• • – |
2020-04-14 |
4 |
S |
$22.00 |
$12,100 |
D/D |
(550) |
2,407,681 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
President and CEO |
• • – |
2020-04-17 |
4 |
S |
$22.09 |
$155,514 |
D/D |
(7,040) |
2,400,641 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
President and CEO |
• • – |
2020-04-22 |
4 |
S |
$22.04 |
$1,389 |
D/D |
(63) |
2,400,578 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
President and CEO |
• • – |
2020-04-23 |
4 |
S |
$22.15 |
$518,554 |
D/D |
(23,411) |
2,377,167 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
President and CEO |
• • – |
2020-04-24 |
4 |
S |
$22.21 |
$91,394 |
D/D |
(4,115) |
2,373,052 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
President and CEO |
• • – |
2020-04-27 |
4 |
S |
$22.64 |
$143,085 |
D/D |
(6,320) |
2,366,732 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
President and CEO |
• • – |
2020-04-28 |
4 |
S |
$22.27 |
$248,533 |
D/D |
(11,160) |
2,355,572 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
President and CEO |
• • – |
2020-04-29 |
4 |
S |
$23.14 |
$687,289 |
D/D |
(29,318) |
2,326,254 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
President and CEO |
• • – |
2020-04-30 |
4 |
S |
$23.69 |
$937,540 |
D/D |
(39,102) |
2,287,152 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
President and CEO |
• • – |
2020-05-01 |
4 |
S |
$23.51 |
$607,809 |
D/D |
(25,825) |
2,261,327 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
President and CEO |
• • – |
2020-05-04 |
4 |
S |
$23.10 |
$2,040,263 |
D/D |
(88,317) |
2,173,010 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
President and CEO |
• • – |
2020-05-05 |
4 |
S |
$23.47 |
$280,906 |
D/D |
(11,819) |
2,161,191 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
President and CEO |
• • – |
2020-05-06 |
4 |
S |
$22.44 |
$1,101,696 |
D/D |
(48,322) |
2,112,869 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
President and CEO |
• • – |
2020-05-07 |
4 |
S |
$24.41 |
$744,688 |
D/D |
(30,434) |
2,082,435 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
President and CEO |
• • – |
2020-05-08 |
4 |
S |
$24.54 |
$1,278,218 |
D/D |
(51,556) |
2,030,879 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
President and CEO |
• • – |
2020-05-11 |
4 |
S |
$24.07 |
$130,532 |
D/D |
(5,423) |
2,025,456 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
President and CEO |
• • – |
2020-05-12 |
4 |
S |
$24.02 |
$16,814 |
D/D |
(700) |
2,024,756 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
President and CEO |
• • – |
2020-05-15 |
4 |
S |
$24.51 |
$188,923 |
D/D |
(7,708) |
2,017,048 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
President and CEO |
• • – |
2020-05-18 |
4 |
S |
$25.19 |
$97,007 |
D/D |
(3,851) |
2,013,197 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
President and CEO |
• • – |
2020-05-18 |
4 |
S |
$25.50 |
$988,443 |
I/I |
(38,077) |
272,531 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
President and CEO |
• • – |
2020-05-19 |
4 |
S |
$25.47 |
$527,433 |
I/I |
(20,708) |
251,823 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
President and CEO |
• • – |
2020-05-20 |
4 |
S |
$26.26 |
$289,796 |
I/I |
(11,031) |
240,792 |
0 |
- |
|
64 Records found
|
|
Page 2 of 3 |
| |
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 |
| |
|
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|
