| |
| |
|
| Insider
Information: |
Minta-Jacobs Esi |
| Relationship: |
EVP, HR & Project Mana... |
| City: |
Concord |
| State: |
CA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
69,295 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$0 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
69,295 |
|
|
| Total
Value |
$0 |
|
|
|
|
|
|
|
|
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, HR & Project Mana... |
2023-06-09 |
69,295 |
|
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
21 |
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, HR & Project Management |
• – – |
2023-06-09 |
4 |
S |
$29.61 |
$8,883 |
D/D |
(300) |
69,295 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, HR & Project Management |
• – – |
2023-06-08 |
4 |
S |
$30.04 |
$31,752 |
D/D |
(1,057) |
69,595 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, HR & Project Management |
• – – |
2023-06-08 |
4 |
A |
$0.00 |
$0 |
D/D |
12,056 |
70,652 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, HR & Project Management |
• – – |
2023-05-17 |
4 |
S |
$28.12 |
$168,720 |
D/D |
(6,000) |
58,596 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, HR & Project Management |
• – – |
2022-06-10 |
4/A |
S |
$19.06 |
$5,870 |
D/D |
(308) |
64,596 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, HR & Project Management |
• – – |
2022-06-10 |
4 |
S |
$19.06 |
$5,870 |
D/D |
(308) |
66,179 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, HR & Project Management |
• – – |
2022-06-09 |
4/A |
S |
$20.00 |
$10,100 |
D/D |
(505) |
64,904 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, HR & Project Management |
• – – |
2022-06-09 |
4 |
S |
$20.00 |
$10,100 |
D/D |
(505) |
66,487 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, HR & Project Management |
• – – |
2022-06-08 |
4 |
A |
$0.00 |
$0 |
D/D |
6,140 |
66,992 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, HR & Project Management |
• – – |
2022-06-08 |
4/A |
A |
$0.00 |
$0 |
D/D |
6,141 |
65,409 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, HR & Project Management |
• – – |
2021-06-09 |
4/A |
S |
$25.68 |
$7,730 |
D/D |
(301) |
55,618 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, HR & Project Management |
• – – |
2021-06-09 |
4 |
A |
$0.00 |
$0 |
D/D |
5,435 |
55,919 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, HR & Project Management |
• – – |
2020-06-09 |
4 |
A |
$0.00 |
$0 |
D/D |
3,282 |
50,484 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, HR & Project Management |
• – – |
2020-06-03 |
4 |
S |
$27.00 |
$11,961 |
D/D |
(443) |
47,202 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, HR & Project Management |
• – – |
2020-05-28 |
4 |
S |
$27.03 |
$27,030 |
D/D |
(1,000) |
47,645 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, HR & Project Management |
• – – |
2020-05-27 |
4 |
S |
$27.03 |
$100,281 |
D/D |
(3,710) |
48,645 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, HR & Project Management |
• – – |
2020-05-26 |
4 |
S |
$27.10 |
$47,046 |
D/D |
(1,736) |
52,355 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, HR & Project Management |
• – – |
2020-05-22 |
4 |
S |
$27.00 |
$29,781 |
D/D |
(1,103) |
54,091 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, HR & Project Management |
• – – |
2020-05-21 |
4 |
S |
$27.00 |
$54,216 |
D/D |
(2,008) |
55,194 |
0 |
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, HR & Project ManagementOf |
• – – |
2020-03-02 |
3/A |
IO |
$0.00 |
$0 |
D/D |
0 |
60,852 |
|
- |
|
| AMK |
Assetmark Financial Holdi... |
EVP, Prgm Mgmt & HROfficer |
• – – |
2020-03-02 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
57,202 |
|
- |
|
21 Records found
|
1
|
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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|
