| |
| |
|
| 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 |
$3,746,724 |
|
|
|
Indirect Value
|
$200,169 |
|
|
| Total
Shares |
2,063,221 |
|
|
| Total
Value |
$3,946,894 |
|
|
|
|
|
|
|
|
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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|
|
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|
|
Records found :
64 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 3
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| SCHW |
Charles Schwab Corp |
EVP - Strategy and Corp. Dev.O |
• – – |
2005-01-01 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
14,877 |
|
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Strategy and Corp. Dev.O |
• – – |
2005-01-01 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
4,125 |
|
- |
|
| SCHW |
Charles Schwab Corp |
EVP/COO, Schwab InstitutionalO |
• – – |
2007-02-02 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
18,074 |
|
- |
|
| SCHW |
Charles Schwab Corp |
EVP/COO, Schwab InstitutionalO |
• – – |
2007-02-02 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
90 |
|
- |
|
| SCHW |
Charles Schwab Corp |
EVP/COO, Schwab Institutional |
• – – |
2007-11-02 |
4 |
A |
$0.00 |
$0 |
D/D |
10,987 |
39,016 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
President and CEO |
• • – |
2019-07-17 |
4 |
A |
$0.00 |
$0 |
D/D |
2,484,127 |
2,484,127 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
President and CEO |
• • – |
2019-07-17 |
4 |
A |
$0.00 |
$0 |
I/I |
310,608 |
310,608 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
Chief Executive Officer |
• • – |
2020-06-09 |
4 |
A |
$0.00 |
$0 |
D/D |
10,315 |
2,023,512 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Strategy and Corp. Dev. |
• – – |
2005-01-25 |
4 |
S |
$11.27 |
$11,270 |
I/I |
(1,000) |
3,125 |
|
- |
|
| SCHW |
Charles Schwab Corp |
EVP/COO Schwab Institutional |
• – – |
2007-02-25 |
4 |
D |
$18.96 |
$27,967 |
D/D |
(1,475) |
16,599 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP/COO, Schwab Institutional |
• – – |
2008-11-03 |
4 |
A |
$19.17 |
$260,003 |
D/D |
13,563 |
49,082 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP/COO, Schwab Institutional |
• – – |
2008-11-01 |
4 |
D |
$19.19 |
$24,107 |
D/D |
(1,256) |
35,519 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP/COO, Schwab Institutional |
• – – |
2008-11-17 |
4 |
D |
$19.19 |
$30,613 |
D/D |
(1,595) |
47,487 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP/COO, Schwab Institutional |
• – – |
2007-04-27 |
4 |
S |
$19.75 |
$26,169 |
I/I |
(1,325) |
1,416 |
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 |
• • – |
2020-04-14 |
4 |
S |
$22.00 |
$12,100 |
D/D |
(550) |
2,407,681 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Schwab Institutional |
• – • |
2007-10-01 |
4 |
A |
$22.02 |
$337,501 |
D/D |
15,327 |
29,275 |
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 |
• • – |
2020-04-22 |
4 |
S |
$22.04 |
$1,389 |
D/D |
(63) |
2,400,578 |
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 |
• • – |
2020-04-23 |
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 |
• • – |
2020-03-11 |
4 |
S |
$22.22 |
$140,653 |
D/D |
(6,330) |
2,412,431 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
President and CEO |
• • – |
2020-04-28 |
4 |
S |
$22.27 |
$248,533 |
D/D |
(11,160) |
2,355,572 |
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 |
- |
|
64 Records found
|
|
Page 1 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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