| |
| |
|
| 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 |
$3,561,050 |
|
|
|
Indirect Value
|
$190,250 |
|
|
| Total
Shares |
2,063,221 |
|
|
| Total
Value |
$3,751,300 |
|
|
|
|
|
|
|
|
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 :
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... |
Chief Executive Officer |
• • – |
2020-06-11 |
4 |
S |
$25.68 |
$204,083 |
I/I |
(7,891) |
0 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
President and CEO |
• • – |
2020-06-10 |
4 |
S |
$27.66 |
$284,036 |
I/I |
(10,221) |
7,891 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
Chief Executive Officer |
• • – |
2020-06-09 |
4 |
A |
$0.00 |
$0 |
D/D |
10,315 |
2,023,512 |
0 |
- |
|
| 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 |
- |
|
| AMK |
Assetmark Financial Holdi... |
President and CEO |
• • – |
2020-06-05 |
4 |
S |
$27.28 |
$319,994 |
I/I |
(11,730) |
39,073 |
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 |
- |
|
| AMK |
Assetmark Financial Holdi... |
President and CEO |
• • – |
2020-05-27 |
4 |
S |
$26.91 |
$591,778 |
I/I |
(21,991) |
124,850 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
President and CEO |
• • – |
2020-05-26 |
4 |
S |
$25.16 |
$1,173,750 |
I/I |
(45,300) |
146,841 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
President and CEO |
• • – |
2020-05-22 |
4 |
S |
$26.50 |
$514,285 |
I/I |
(19,373) |
192,141 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
President and CEO |
• • – |
2020-05-21 |
4 |
S |
$26.54 |
$783,149 |
I/I |
(29,278) |
211,514 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
President and CEO |
• • – |
2020-05-20 |
4 |
S |
$26.26 |
$289,796 |
I/I |
(11,031) |
240,792 |
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 |
• • – |
2020-05-18 |
4 |
S |
$25.50 |
$988,443 |
I/I |
(38,077) |
272,531 |
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 |
• • – |
2020-05-15 |
4 |
S |
$24.51 |
$188,923 |
D/D |
(7,708) |
2,017,048 |
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 |
• • – |
2020-05-11 |
4 |
S |
$24.07 |
$130,532 |
D/D |
(5,423) |
2,025,456 |
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 |
• • – |
2020-05-07 |
4 |
S |
$24.41 |
$744,688 |
D/D |
(30,434) |
2,082,435 |
0 |
- |
|
25 Records found
|
1
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Page 1 of 1 |
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Free Registration Required For Full Results. Limit: 25
|
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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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