| |
| |
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| Insider
Information: |
Mehta Mukesh |
| Relationship: |
EVP, Chief Information... |
| City: |
Concord |
| State: |
CA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
313,671 |
|
|
Indirect Shares
|
500 |
|
|
| Direct
Value |
$0 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
314,171 |
|
|
| Total
Value |
$0 |
|
|
|
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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 |
EVP, Chief Information... |
2023-06-09 |
313,671 |
2020-03-03 |
500 |
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... |
EVP, Chief Information Officer |
• – – |
2023-06-09 |
4 |
S |
$29.61 |
$25,317 |
D/D |
(855) |
313,671 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Information Officer |
• – – |
2023-06-08 |
4 |
S |
$30.04 |
$99,673 |
D/D |
(3,318) |
314,526 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Information Officer |
• – – |
2023-06-08 |
4 |
A |
$0.00 |
$0 |
D/D |
37,892 |
317,844 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Information Officer |
• – – |
2022-06-10 |
4 |
S |
$19.06 |
$16,716 |
D/D |
(877) |
279,951 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Information Officer |
• – – |
2022-06-09 |
4 |
S |
$20.00 |
$31,700 |
D/D |
(1,585) |
280,828 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Information Officer |
• – – |
2022-06-08 |
4 |
A |
$0.00 |
$0 |
D/D |
19,297 |
282,413 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Information Officer |
• – – |
2022-06-08 |
4/A |
A |
$0.00 |
$0 |
D/D |
19,298 |
282,414 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Information Officer |
• – – |
2021-11-12 |
4 |
S |
$28.01 |
$17,002 |
D/D |
(607) |
263,116 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Information Officer |
• – – |
2021-11-11 |
4 |
S |
$28.01 |
$40,783 |
D/D |
(1,456) |
263,723 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Information Officer |
• – – |
2021-11-10 |
4 |
S |
$28.04 |
$783,353 |
D/D |
(27,937) |
265,179 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Information Officer |
• – – |
2021-09-02 |
4 |
S |
$27.06 |
$253,742 |
D/D |
(9,377) |
293,116 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Information Officer |
• – – |
2021-08-19 |
4/A |
AS |
$27.00 |
$13,500 |
D/D |
(500) |
302,493 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Information Officer |
• – – |
2021-08-18 |
4/A |
AS |
$27.08 |
$429,814 |
D/D |
(15,872) |
302,993 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Information Officer |
• – – |
2021-06-25 |
4 |
S |
$27.04 |
$68,519 |
D/D |
(2,534) |
302,643 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Information Officer |
• – – |
2021-06-17 |
4 |
S |
$27.05 |
$43,740 |
D/D |
(1,617) |
305,177 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Information Officer |
• – – |
2021-06-09 |
4 |
A |
$0.00 |
$0 |
D/D |
17,081 |
319,724 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Information Officer |
• – – |
2021-06-09 |
4/A |
AS |
$25.68 |
$22,059 |
D/D |
(859) |
318,865 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Information Officer |
• – – |
2020-11-09 |
4 |
S |
$25.18 |
$567,482 |
D/D |
(22,537) |
306,894 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Information Officer |
• – – |
2020-08-03 |
4 |
S |
$27.61 |
$276,450 |
D/D |
(10,000) |
329,431 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Information Officer |
• – – |
2020-07-02 |
4 |
S |
$27.23 |
$81,554 |
D/D |
(2,995) |
339,431 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Information Officer |
• – – |
2020-07-01 |
4 |
S |
$26.76 |
$187,574 |
D/D |
(7,005) |
342,426 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Information Officer |
• – – |
2020-06-09 |
4 |
A |
$0.00 |
$0 |
D/D |
9,377 |
349,431 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Information Officer |
• – – |
2020-06-01 |
4 |
S |
$25.35 |
$259,724 |
D/D |
(10,000) |
340,054 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Information Officer |
• – – |
2020-05-08 |
4 |
S |
$25.04 |
$330,528 |
D/D |
(13,200) |
350,054 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Information Officer |
• – – |
2020-05-07 |
4 |
S |
$25.00 |
$170,000 |
D/D |
(6,800) |
363,254 |
0 |
- |
|
25 Records found
|
1
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Page 1 of 1 |
| |
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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