| |
| |
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| Insider
Information: |
Wolfsen Natalie Grace |
| Relationship: |
EVP, Chief Executive O... |
| City: |
Concord |
| State: |
CA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
430,734 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$0 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
430,734 |
|
|
| 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 Executive O... |
2023-06-09 |
430,734 |
2019-07-17 |
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... |
EVP, Chief Executive Officer |
• • – |
2023-06-09 |
4 |
S |
$29.61 |
$39,914 |
D/D |
(1,348) |
430,734 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Executive Officer |
• • – |
2023-06-08 |
4 |
S |
$30.04 |
$215,867 |
D/D |
(7,186) |
432,082 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Executive Officer |
• • – |
2023-06-08 |
4 |
A |
$0.00 |
$0 |
D/D |
26,697 |
439,268 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Executive Officer |
• – – |
2023-03-06 |
4 |
S |
$31.66 |
$175,555 |
D/D |
(5,545) |
412,571 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Executive Officer |
• – – |
2022-06-10 |
4 |
S |
$19.06 |
$26,360 |
D/D |
(1,383) |
418,115 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Executive Officer |
• – – |
2022-06-09 |
4 |
S |
$20.00 |
$64,540 |
D/D |
(3,227) |
419,498 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Executive Officer |
• – – |
2022-06-08 |
4/A |
A |
$0.00 |
$0 |
D/D |
30,701 |
422,726 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Executive Officer |
• – – |
2022-06-08 |
4 |
A |
$0.00 |
$0 |
D/D |
30,700 |
422,725 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Executive Officer |
• – – |
2022-03-04 |
4 |
S |
$22.30 |
$113,173 |
D/D |
(5,075) |
392,025 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Solutions Officer |
• – – |
2021-06-09 |
4/A |
S |
$25.68 |
$24,268 |
D/D |
(945) |
397,100 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
Chief Executive Officer |
• • – |
2021-06-09 |
4 |
A |
$0.00 |
$0 |
D/D |
24,263 |
398,045 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
Chief Executive Officer |
• • – |
2021-04-26 |
4 |
A |
$0.00 |
$0 |
D/D |
45,135 |
373,782 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Solutions Officer |
• – – |
2021-02-04 |
4 |
S |
$23.76 |
$192,691 |
D/D |
(8,109) |
328,647 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Solutions Officer |
• – – |
2021-02-03 |
4 |
S |
$23.03 |
$526,143 |
D/D |
(22,846) |
336,756 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Solutions Officer |
• – – |
2021-02-02 |
4 |
S |
$23.36 |
$431,039 |
D/D |
(18,452) |
359,602 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Solutions Officer |
• – – |
2021-02-01 |
4 |
S |
$23.01 |
$95,399 |
D/D |
(4,146) |
378,054 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Solutions Officer |
• – – |
2020-11-18 |
4 |
S |
$24.59 |
$351,145 |
D/D |
(14,280) |
382,200 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Solutions Officer |
• – – |
2020-06-23 |
4 |
S |
$28.18 |
$478,581 |
D/D |
(16,983) |
396,480 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Solutions Officer |
• – – |
2020-06-22 |
4 |
S |
$28.02 |
$145,452 |
D/D |
(5,191) |
413,463 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Solutions Officer |
• – – |
2020-06-19 |
4 |
S |
$27.99 |
$2,799 |
D/D |
(100) |
418,654 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Solutions Officer |
• – – |
2020-06-10 |
4 |
S |
$28.00 |
$95,088 |
D/D |
(3,396) |
408,439 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Solutions Officer |
• – – |
2020-06-09 |
4 |
A |
$0.00 |
$0 |
D/D |
10,315 |
422,150 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Solutions Officer |
• – – |
2020-06-09 |
4 |
S |
$28.55 |
$277,506 |
D/D |
(9,720) |
411,835 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Solutions Officer |
• – – |
2020-06-08 |
4 |
S |
$28.40 |
$225,098 |
D/D |
(7,926) |
421,555 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Chief Solutions Officer |
• – – |
2020-04-30 |
4 |
S |
$24.04 |
$146,235 |
D/D |
(6,083) |
429,481 |
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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