| |
| |
|
| Insider
Information: |
Kim Michael |
| Relationship: |
CEO and President, Dir... |
| City: |
Concord |
| State: |
CA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
364,777 |
|
|
Indirect Shares
|
43,320 |
|
|
| Direct
Value |
$0 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
408,097 |
|
|
| Total
Value |
$0 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
0
|
|
Stock
price went up :
|
|
|
| Stock
price went down : |
|
|
| |
|
|
|
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  |
 |
Assetmark Financial Holdings, Inc. |
AMK |
CEO and President, Dir... |
2024-03-04 |
364,777 |
2024-03-04 |
43,320 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
25 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 1
|
| 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... |
CEO and President |
• • – |
2024-03-04 |
4 |
S |
$35.18 |
$416,285 |
D/D |
(11,833) |
364,777 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
President & CCO |
• – – |
2023-03-06 |
4 |
S |
$31.66 |
$128,033 |
D/D |
(4,044) |
72,550 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
President & CCO |
• – – |
2023-06-08 |
4 |
S |
$30.04 |
$149,569 |
D/D |
(4,979) |
335,656 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
President & CCO |
• – – |
2023-06-09 |
4 |
S |
$29.61 |
$39,914 |
D/D |
(1,348) |
334,308 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Client Officer |
• – – |
2020-08-03 |
4 |
S |
$27.66 |
$276,600 |
D/D |
(10,000) |
338,144 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Client Officer |
• – – |
2020-07-02 |
4 |
S |
$27.22 |
$52,780 |
D/D |
(1,939) |
348,144 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Client Officer |
• – – |
2020-07-01 |
4 |
S |
$26.80 |
$216,035 |
D/D |
(8,061) |
350,083 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Client Officer |
• – – |
2021-06-09 |
4/A |
S |
$25.68 |
$24,268 |
D/D |
(945) |
357,628 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Client Officer |
• – – |
2020-06-01 |
4 |
S |
$25.41 |
$254,692 |
D/D |
(10,000) |
347,829 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Client Officer |
• – – |
2020-05-18 |
4 |
S |
$25.29 |
$44,586 |
D/D |
(1,763) |
357,829 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Client Officer |
• – – |
2020-05-08 |
4 |
S |
$25.04 |
$391,550 |
D/D |
(15,637) |
359,592 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Client Officer |
• – – |
2021-01-20 |
4 |
S |
$25.01 |
$87,010 |
D/D |
(3,479) |
294,665 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Client Officer |
• – – |
2021-01-21 |
4 |
S |
$25.01 |
$15,931 |
D/D |
(637) |
294,028 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Client Officer |
• – – |
2020-05-07 |
4 |
S |
$25.00 |
$65,000 |
D/D |
(2,600) |
375,229 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Client Officer |
• – – |
2020-12-15 |
4 |
S |
$24.16 |
$142,423 |
D/D |
(5,895) |
298,144 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Client Officer |
• – – |
2020-12-11 |
4 |
S |
$24.13 |
$323,668 |
D/D |
(13,411) |
324,733 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Client Officer |
• – – |
2020-12-14 |
4 |
S |
$23.87 |
$495,109 |
D/D |
(20,694) |
304,039 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
President & CCO |
• – – |
2022-03-04 |
4 |
S |
$22.30 |
$91,742 |
D/D |
(4,114) |
353,514 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
President & CCO |
• – – |
2022-06-09 |
4 |
S |
$20.00 |
$36,020 |
D/D |
(1,801) |
374,738 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
President & CCO |
• – – |
2022-06-10 |
4 |
S |
$19.06 |
$18,393 |
D/D |
(965) |
373,773 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Client Officer |
• – – |
2019-07-17 |
4 |
A |
$0.00 |
$0 |
D/D |
377,829 |
377,829 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Client Officer |
• – – |
2020-06-09 |
4 |
A |
$0.00 |
$0 |
D/D |
10,315 |
358,144 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
President |
• – – |
2021-04-26 |
4 |
A |
$0.00 |
$0 |
D/D |
45,135 |
339,163 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
Pres. & Chief Client Officer |
• – – |
2021-06-09 |
4 |
A |
$0.00 |
$0 |
D/D |
19,410 |
358,573 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
President & CCO |
• – – |
2022-06-08 |
4 |
A |
$0.00 |
$0 |
D/D |
23,025 |
376,539 |
0 |
- |
|
25 Records found
|
1
|
Page 1 of 1 |
| |
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 |
| |
|
|
|
|
|
