| |
| |
|
| 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 |
$3,614,236 |
|
|
|
Indirect Value
|
$193,091 |
|
|
| Total
Shares |
2,063,221 |
|
|
| Total
Value |
$3,807,327 |
|
|
|
|
|
|
|
|
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 |
| AMK |
Assetmark Financial Holdi... |
Chief Executive Officer |
• • – |
2020-06-11 |
4 |
S |
$25.68 |
$204,083 |
I/I |
(7,891) |
0 |
0 |
- |
|
| 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 |
• – – |
2007-04-27 |
4 |
S |
$19.75 |
$26,169 |
I/I |
(1,325) |
1,416 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP/COO, Schwab Institutional |
• – – |
2008-08-29 |
4 |
S |
$24.05 |
$26,942 |
I/I |
(1,120) |
2,537 |
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 - Strategy and Corp. Dev.O |
• – – |
2005-01-01 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
4,125 |
|
- |
|
| AMK |
Assetmark Financial Holdi... |
President and CEO |
• • – |
2020-06-10 |
4 |
S |
$27.66 |
$284,036 |
I/I |
(10,221) |
7,891 |
0 |
- |
|
| 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/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 InstitutionalO |
• – – |
2007-02-02 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
18,074 |
|
- |
|
| AMK |
Assetmark Financial Holdi... |
President and CEO |
• • – |
2020-06-09 |
4 |
S |
$28.56 |
$276,604 |
I/I |
(9,685) |
18,112 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
President and CEO |
• • – |
2020-06-08 |
4 |
S |
$28.12 |
$317,081 |
I/I |
(11,276) |
27,797 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP/COO, Schwab Institutional |
• – – |
2007-11-01 |
4 |
D |
$22.81 |
$28,421 |
D/D |
(1,246) |
28,029 |
0 |
- |
|
| SCHW |
Charles Schwab Corp |
EVP - Schwab Institutional |
• – • |
2007-10-01 |
4 |
A |
$22.02 |
$337,501 |
D/D |
15,327 |
29,275 |
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 |
• – – |
2007-11-02 |
4 |
A |
$0.00 |
$0 |
D/D |
10,987 |
39,016 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
President and CEO |
• • – |
2020-06-05 |
4 |
S |
$27.28 |
$319,994 |
I/I |
(11,730) |
39,073 |
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 |
• – – |
2008-11-03 |
4 |
A |
$19.17 |
$260,003 |
D/D |
13,563 |
49,082 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
President and CEO |
• • – |
2020-06-04 |
4 |
S |
$26.24 |
$179,350 |
I/I |
(6,835) |
50,803 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
President and CEO |
• • – |
2020-06-03 |
4 |
S |
$27.10 |
$273,304 |
I/I |
(10,085) |
57,638 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
President and CEO |
• • – |
2020-06-02 |
4 |
S |
$26.52 |
$230,697 |
I/I |
(8,699) |
67,723 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
President and CEO |
• • – |
2020-06-01 |
4 |
S |
$25.16 |
$329,344 |
I/I |
(12,706) |
76,422 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
President and CEO |
• • – |
2020-05-29 |
4 |
S |
$26.01 |
$446,425 |
I/I |
(16,949) |
89,128 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
President and CEO |
• • – |
2020-05-28 |
4 |
S |
$26.01 |
$495,575 |
I/I |
(18,773) |
106,077 |
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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