Insider Trading & Ownership - AssetMark Financial Holdings Inc. (AMK)

Real time insider trading transaction history:

  • Insiders are prohibited from making short-swing profits by trading their shares within 6 months of the registration or acquiring the shares.
  • Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
Time period
Insider Trading Transactions for AssetMark Financial Holdings Inc.
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Common stock purchase or sale:
Transaction
Date
Reported
DateTime
Company Symbol Insider
Relationship
Shares
Traded
Average
Price
Total
Amount
Shares
Owned
Filing
2023-06-08
Sale
2023-06-12
7:08 pm
AssetMark Financial Holdings Inc. AMK Angus Ted F.
EVP, General Counsel
4,173 $29.95 $124,989 130,710
(Direct)
View
2023-06-08
Sale
2023-06-12
7:07 pm
AssetMark Financial Holdings Inc. AMK McNatt Joel David JR
EVP, Investment Solutions
1,756 $29.97 $52,621 60,319
(Direct)
View
2023-06-08
Sale
2023-06-12
7:06 pm
AssetMark Financial Holdings Inc. AMK Minta-Jacobs Esi
EVP, HR & Project Management
1,357 $29.94 $40,635 69,295
(Direct)
View
2023-05-17
Sale
2023-05-18
7:14 pm
AssetMark Financial Holdings Inc. AMK Angus Ted F.
EVP, General Counsel
5,637 $28.12 $158,512 96,991
(Direct)
View
2023-05-17
Sale
2023-05-18
7:13 pm
AssetMark Financial Holdings Inc. AMK Minta-Jacobs Esi
EVP, HR & Project Management
6,000 $28.12 $168,720 58,596
(Direct)
View
2023-05-08
Sale
2023-05-10
4:56 pm
AssetMark Financial Holdings Inc. AMK Zyla Gary G.
EVP, Chief Financial Officer
8,958 $26.83 $240,343 89,597
(Direct)
View
2023-03-06
Sale
2023-03-07
4:58 pm
AssetMark Financial Holdings Inc. AMK Wolfsen Natalie Grace
EVP, Chief Executive Officer
5,545 $31.66 $175,555 412,571
(Direct)
View
2023-03-06
Sale
2023-03-07
4:57 pm
AssetMark Financial Holdings Inc. AMK Kim Michael
President & CCO
4,044 $31.66 $128,033 72,550
(Direct)
View
2022-06-09
Sale(A)
2022-07-07
5:05 pm
AssetMark Financial Holdings Inc. AMK McNatt Joel David JR
EVP, Investment Solutions
813 $19.64 $15,970 32,795
(Direct)
View
2022-06-09
Sale(A)
2022-07-07
5:04 pm
AssetMark Financial Holdings Inc. AMK Minta-Jacobs Esi
EVP, HR & Project Management
813 $19.64 $15,970 64,596
(Direct)
View
2022-06-09
Sale
2022-06-10
8:59 pm
AssetMark Financial Holdings Inc. AMK McNatt Joel David JR
EVP, Investment Solutions
813 $19.64 $15,970 65,350
(Direct)
View
2022-06-09
Sale
2022-06-10
8:57 pm
AssetMark Financial Holdings Inc. AMK Zyla Gary G.
EVP, Chief Financial Officer
2,462 $19.67 $48,416 181,257
(Direct)
View
2022-06-09
Sale
2022-06-10
8:55 pm
AssetMark Financial Holdings Inc. AMK Minta-Jacobs Esi
EVP, HR & Project Management
813 $19.64 $15,970 92,494
(Direct)
View
2022-06-09
Sale
2022-06-10
8:54 pm
AssetMark Financial Holdings Inc. AMK Mehta Mukesh
EVP, Chief Information Officer
2,462 $19.67 $48,416 362,654
(Direct)
View
2022-06-09
Sale
2022-06-10
8:52 pm
AssetMark Financial Holdings Inc. AMK Wolfsen Natalie Grace
EVP, Chief Executive Officer
4,610 $19.72 $90,900 681,260
(Direct)
View
2022-06-09
Sale
2022-06-10
8:49 pm
AssetMark Financial Holdings Inc. AMK Kim Michael
President & CCO
2,766 $19.67 $54,413 571,132
(Direct)
View
2022-06-09
Sale
2022-06-10
8:47 pm
AssetMark Financial Holdings Inc. AMK Hansen Carrie E.
EVP, Chief Operating Officer
2,462 $19.67 $48,416 205,676
(Direct)
View
2022-06-09
Sale
2022-06-10
8:44 pm
AssetMark Financial Holdings Inc. AMK Angus Ted F.
EVP, General Counsel
2,462 $19.67 $48,416 185,330
(Direct)
View
2022-03-04
Sale
2022-03-08
6:34 pm
AssetMark Financial Holdings Inc. AMK Kim Michael
President & CCO
4,114 $22.3 $91,742 353,514
(Direct)
View
2022-03-04
Sale
2022-03-08
6:33 pm
AssetMark Financial Holdings Inc. AMK Wolfsen Natalie Grace
EVP, Chief Executive Officer
5,075 $22.3 $113,173 392,025
(Direct)
View
2020-06-10
Sale
2022-02-09
6:56 pm
AssetMark Financial Holdings Inc. AMK Hahn John
SVP, Finance & Reporting (PAO)
37,928 $25.56 $969,502 53,395
(Direct)
View
2021-11-10
Sale
2021-11-12
6:24 pm
AssetMark Financial Holdings Inc. AMK Mehta Mukesh
EVP, Chief Information Officer
30,000 $28.04 $841,138 263,116
(Direct)
View

Stock options: Exercise, Award, Grant, Conversion
Transaction
Date
Reported
DateTime
Exercisable
Expiration
Company Symnbol Insider
Relationship
Shares
Traded
Conversion
Price
Shares
Owned
Filing
2023-06-08
Option Award
2023-06-12
7:08 pm
N/A
N/A
AssetMark Financial Holdings Inc. AMK Angus Ted F.
EVP, General Counsel
37,892 $0 130,710
(Direct)
View
2023-06-08
Option Award
2023-06-12
7:07 pm
N/A
N/A
AssetMark Financial Holdings Inc. AMK McNatt Joel David JR
EVP, Investment Solutions
29,280 $0 60,319
(Direct)
View
2023-06-08
Option Award
2023-06-12
7:06 pm
N/A
N/A
AssetMark Financial Holdings Inc. AMK Minta-Jacobs Esi
EVP, HR & Project Management
12,056 $0 69,295
(Direct)
View
2023-06-08
Option Award
2023-06-12
7:05 pm
N/A
N/A
AssetMark Financial Holdings Inc. AMK VELLI JOSEPH M
Director
4,478 $0 20,616
(Direct)
View
2023-06-08
Option Award
2023-06-12
7:03 pm
N/A
N/A
AssetMark Financial Holdings Inc. AMK Guinn Patricia Lynn
Director
4,478 $0 26,525
(Direct)
View
2023-06-08
Option Award
2023-06-12
7:02 pm
N/A
N/A
AssetMark Financial Holdings Inc. AMK Bhagat Rohit
Director
4,478 $0 68,221
(Direct)
View
2023-03-17
Gift
2023-03-17
7:51 pm
N/A
N/A
AssetMark Financial Holdings Inc. AMK Kim Michael
President & CCO
250,000 $0 365,870
(Direct)
View
2022-06-22
Gift
2023-01-31
5:35 pm
N/A
N/A
AssetMark Financial Holdings Inc. AMK Kim Michael
President & CCO
884,900 $0 78,524
(Direct)
View
2022-06-08
Option Award(A)
2022-07-07
5:05 pm
N/A
N/A
AssetMark Financial Holdings Inc. AMK McNatt Joel David JR
EVP, Investment Solutions
10,526 $0 32,795
(Direct)
View
2022-06-08
Option Award(A)
2022-07-07
5:04 pm
N/A
N/A
AssetMark Financial Holdings Inc. AMK Minta-Jacobs Esi
EVP, HR & Project Management
6,141 $0 64,596
(Direct)
View
2022-06-08
Option Award(A)
2022-07-07
5:03 pm
N/A
2032-06-08
AssetMark Financial Holdings Inc. AMK Wolfsen Natalie Grace
EVP, Chief Executive Officer
293,847 $0 685,872
(Direct)
View
2022-06-08
Option Award(A)
2022-07-07
5:02 pm
N/A
N/A
AssetMark Financial Holdings Inc. AMK Kim Michael
President & CCO
23,026 $0 376,540
(Direct)
View
2022-06-08
Option Award(A)
2022-07-07
5:01 pm
N/A
N/A
AssetMark Financial Holdings Inc. AMK Zyla Gary G.
EVP, Chief Financial Officer
19,298 $0 199,572
(Direct)
View
2022-06-08
Option Award(A)
2022-07-07
4:59 pm
N/A
N/A
AssetMark Financial Holdings Inc. AMK Mehta Mukesh
EVP, Chief Information Officer
19,298 $0 282,414
(Direct)
View
2022-06-08
Option Award(A)
2022-07-07
4:59 pm
N/A
N/A
AssetMark Financial Holdings Inc. AMK Hansen Carrie E.
EVP, Chief Operating Officer
19,298 $0 125,436
(Direct)
View
2022-06-08
Option Award(A)
2022-07-07
4:58 pm
N/A
N/A
AssetMark Financial Holdings Inc. AMK Angus Ted F.
EVP, General Counsel
19,298 $0 105,090
(Direct)
View
2022-06-08
Option Award(A)
2022-07-07
4:55 pm
N/A
N/A
AssetMark Financial Holdings Inc. AMK Bhagat Rohit
Director
6,215 $0 63,743
(Direct)
View
2022-06-08
Option Award(A)
2022-07-07
4:54 pm
N/A
N/A
AssetMark Financial Holdings Inc. AMK VELLI JOSEPH M
Director
6,215 $0 16,138
(Direct)
View
2022-06-08
Option Award(A)
2022-07-07
4:53 pm
N/A
N/A
AssetMark Financial Holdings Inc. AMK Guinn Patricia Lynn
Director
6,215 $0 44,094
(Direct)
View
2022-06-08
Option Award
2022-06-10
9:06 pm
N/A
N/A
AssetMark Financial Holdings Inc. AMK Bhagat Rohit
Director
6,214 $0 63,742
(Direct)
View
2022-06-08
Option Award
2022-06-10
8:59 pm
N/A
2032-06-08
AssetMark Financial Holdings Inc. AMK McNatt Joel David JR
EVP, Investment Solutions
55,637 $0 65,350
(Direct)
View
2022-06-08
Option Award
2022-06-10
8:57 pm
N/A
2032-06-08
AssetMark Financial Holdings Inc. AMK Zyla Gary G.
EVP, Chief Financial Officer
102,000 $0 181,257
(Direct)
View
2022-06-08
Option Award
2022-06-10
8:55 pm
N/A
2032-06-08
AssetMark Financial Holdings Inc. AMK Minta-Jacobs Esi
EVP, HR & Project Management
32,455 $0 92,494
(Direct)
View
2022-06-08
Option Award
2022-06-10
8:54 pm
N/A
2032-06-08
AssetMark Financial Holdings Inc. AMK Mehta Mukesh
EVP, Chief Information Officer
102,000 $0 362,654
(Direct)
View
2022-06-08
Option Award
2022-06-10
8:52 pm
N/A
2032-06-08
AssetMark Financial Holdings Inc. AMK Wolfsen Natalie Grace
EVP, Chief Executive Officer
293,845 $0 681,260
(Direct)
View
2022-06-08
Option Award
2022-06-10
8:49 pm
N/A
2032-06-08
AssetMark Financial Holdings Inc. AMK Kim Michael
President & CCO
220,384 $0 571,132
(Direct)
View
2022-06-08
Option Award
2022-06-10
8:47 pm
N/A
2032-06-08
AssetMark Financial Holdings Inc. AMK Hansen Carrie E.
EVP, Chief Operating Officer
102,000 $0 205,676
(Direct)
View
2022-06-08
Option Award
2022-06-10
8:44 pm
N/A
2032-06-08
AssetMark Financial Holdings Inc. AMK Angus Ted F.
EVP, General Counsel
102,000 $0 185,330
(Direct)
View
2022-06-08
Option Award
2022-06-10
8:27 pm
N/A
N/A
AssetMark Financial Holdings Inc. AMK VELLI JOSEPH M
Director
6,214 $0 16,137
(Direct)
View
2022-06-08
Option Award
2022-06-10
8:26 pm
N/A
N/A
AssetMark Financial Holdings Inc. AMK Guinn Patricia Lynn
Director
6,214 $0 22,046
(Direct)
View
2021-06-08
Option Award
2022-02-09
6:56 pm
N/A
2031-06-08
AssetMark Financial Holdings Inc. AMK Hahn John
SVP, Finance & Reporting (PAO)
78,565 $0 53,395
(Direct)
View
2020-07-20
Exercise
2022-02-09
6:56 pm
N/A
2029-07-17
AssetMark Financial Holdings Inc. AMK Hahn John
SVP, Finance & Reporting (PAO)
4,252 $22 53,395
(Direct)
View

Ownership
2021-09-24
6:09 pm
N/A
N/A
AssetMark Financial Holdings Inc. AMK McNatt Joel David JR
EVP, Investment Solutions
0 $0 68,499
(Direct)
View
(A) Indicate amendment filing.
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