| |
| |
|
| 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 |
$7,860,152 |
|
|
|
Indirect Value
|
$16,348 |
|
|
| Total
Shares |
818,382 |
|
|
| Total
Value |
$7,876,500 |
|
|
|
|
|
|
|
|
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 :
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... |
Vice Chairman |
• – – |
2021-09-14 |
4 |
S |
$26.18 |
$401,758 |
I/I |
(15,346) |
306,459 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
Vice Chairman |
• – – |
2021-09-13 |
4 |
S |
$26.08 |
$903,776 |
I/I |
(34,654) |
321,805 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Investment Officer |
• – – |
2021-08-11 |
4 |
S |
$26.55 |
$1,327,500 |
I/I |
(50,000) |
356,889 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Investment Officer |
• – – |
2021-06-09 |
4/A |
S |
$25.68 |
$11,042 |
I/I |
(430) |
406,459 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Investment Officer |
• – – |
2020-12-08 |
4 |
S |
$25.04 |
$57,392 |
D/D |
(2,292) |
406,889 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Investment Officer |
• – – |
2020-12-07 |
4 |
S |
$24.43 |
$267,044 |
D/D |
(10,931) |
409,181 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Investment Officer |
• – – |
2020-12-03 |
4 |
S |
$23.53 |
$232,782 |
D/D |
(9,893) |
420,112 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Investment Officer |
• – – |
2020-12-02 |
4 |
S |
$23.85 |
$143,267 |
D/D |
(6,007) |
430,005 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Investment Officer |
• – – |
2020-12-01 |
4 |
S |
$24.12 |
$196,264 |
D/D |
(8,137) |
436,012 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Investment Officer |
• – – |
2020-11-30 |
4 |
S |
$23.88 |
$361,042 |
D/D |
(15,119) |
444,149 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Investment Officer |
• – – |
2020-11-18 |
4 |
S |
$24.48 |
$325,292 |
D/D |
(13,223) |
459,268 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Investment Officer |
• – – |
2020-11-16 |
4 |
S |
$24.78 |
$327,666 |
D/D |
(13,223) |
472,491 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Investment Officer |
• – – |
2020-11-03 |
4 |
S |
$23.00 |
$182,459 |
D/D |
(7,933) |
485,714 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Investment Officer |
• – – |
2020-10-14 |
4 |
S |
$23.00 |
$79,879 |
D/D |
(3,473) |
493,647 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Investment Officer |
• – – |
2020-10-13 |
4 |
S |
$23.00 |
$102,603 |
D/D |
(4,461) |
497,120 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Investment Officer |
• – – |
2020-09-01 |
4 |
S |
$24.10 |
$191,209 |
D/D |
(7,934) |
501,581 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Investment Officer |
• – – |
2020-08-03 |
4 |
S |
$27.66 |
$219,454 |
D/D |
(7,934) |
509,515 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Investment Officer |
• – – |
2020-07-01 |
4 |
S |
$26.80 |
$212,631 |
D/D |
(7,934) |
517,449 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Investment Officer |
• – – |
2020-06-09 |
4 |
A |
$0.00 |
$0 |
D/D |
4,689 |
525,383 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Investment Officer |
• – – |
2020-06-01 |
4 |
S |
$25.28 |
$203,764 |
D/D |
(7,934) |
520,694 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Investment Officer |
• – – |
2020-05-01 |
4 |
S |
$23.41 |
$185,735 |
D/D |
(7,934) |
528,628 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Investment Officer |
• – – |
2020-04-29 |
4 |
S |
$23.43 |
$165,744 |
D/D |
(7,074) |
536,562 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Investment Officer |
• – – |
2020-04-27 |
4 |
S |
$23.02 |
$19,797 |
D/D |
(860) |
543,636 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Investment Officer |
• – – |
2020-03-03 |
4 |
S |
$26.43 |
$106,486 |
D/D |
(4,029) |
544,496 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Investment Officer |
• – – |
2020-03-02 |
4 |
S |
$25.47 |
$100,637 |
D/D |
(3,905) |
548,525 |
0 |
- |
|
25 Records found
|
1
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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 |
| |
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