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
2024-09-05
Sale
2024-09-06
4:07 pm
AssetMark Financial Holdings Inc. AMK Huatai Securities Co. Ltd.
Huatai International Financial Holdings Co Ltd
Huatai International Investment Holdings Ltd
10% Owner
50,873,799 $35.25 $1,793,301,415 0
(Indirect)
View
2024-09-05
Sale
2024-09-06
4:07 pm
AssetMark Financial Holdings Inc. AMK Minta-Jacobs Esi
HR & Digital Product Solutions
66,766 $35.25 $2,353,502 0
(Direct)
View
2024-09-05
Sale
2024-09-06
4:06 pm
AssetMark Financial Holdings Inc. AMK McNatt Joel David JR
EVP, Investment Solutions
37,529 $35.25 $1,322,897 0
(Indirect
Direct)
View
2024-09-05
Sale
2024-09-06
4:06 pm
AssetMark Financial Holdings Inc. AMK Mehta Mukesh
EVP, Chief Information Officer
304,791 $35.25 $10,743,883 0
(Indirect
Direct)
View
2024-09-05
Sale
2024-09-06
4:06 pm
AssetMark Financial Holdings Inc. AMK Hansen Carrie E.
EVP, Chief Operating Officer
134,439 $35.25 $4,738,975 0
(Indirect
Direct)
View
2024-09-05
Sale
2024-09-06
4:05 pm
AssetMark Financial Holdings Inc. AMK Angus Ted F.
EVP, General Counsel
109,010 $35.25 $3,842,603 0
(Indirect
Direct)
View
2024-09-05
Sale
2024-09-06
4:05 pm
AssetMark Financial Holdings Inc. AMK Zyla Gary G.
EVP, Chief Financial Officer
89,895 $35.25 $3,168,799 0
(Direct)
View
2024-09-05
Sale
2024-09-06
4:04 pm
AssetMark Financial Holdings Inc. AMK Kim Michael
CEO and President
393,602 $35.25 $13,874,471 0
(Indirect
Direct)
View
2024-09-05
Sale
2024-09-06
4:03 pm
AssetMark Financial Holdings Inc. AMK Bhagat Rohit
Director
59,049 $35.25 $2,081,477 0
(Direct)
View
2024-09-05
Sale
2024-09-06
4:03 pm
AssetMark Financial Holdings Inc. AMK Guinn Patricia Lynn
Director
26,525 $35.25 $935,006 0
(Direct)
View
2024-09-05
Sale
2024-09-06
4:02 pm
AssetMark Financial Holdings Inc. AMK VELLI JOSEPH M
Director
20,616 $35.25 $726,714 0
(Direct)
View
2024-06-10
Sale
2024-06-11
8:17 pm
AssetMark Financial Holdings Inc. AMK Zyla Gary G.
EVP, Chief Financial Officer
7,786 $34.4 $267,817 92,795
(Direct)
View
2024-06-10
Sale
2024-06-11
8:16 pm
AssetMark Financial Holdings Inc. AMK Minta-Jacobs Esi
HR & Digital Product Solutions
2,529 $34.4 $86,998 66,766
(Direct)
View
2024-06-10
Sale
2024-06-11
8:16 pm
AssetMark Financial Holdings Inc. AMK Mehta Mukesh
EVP, Chief Information Officer
8,880 $34.4 $305,461 304,791
(Direct)
View
2024-06-10
Sale
2024-06-11
8:14 pm
AssetMark Financial Holdings Inc. AMK McNatt Joel David JR
EVP, Investment Solutions
5,267 $34.4 $181,203 53,926
(Direct)
View
2024-06-10
Sale
2024-06-11
8:13 pm
AssetMark Financial Holdings Inc. AMK Kim Michael
CEO and President
9,445 $34.4 $324,893 398,652
(Indirect
Direct)
View
2024-06-10
Sale
2024-06-11
8:12 pm
AssetMark Financial Holdings Inc. AMK Hansen Carrie E.
EVP, Chief Operating Officer
10,611 $34.4 $365,025 134,582
(Direct)
View
2024-06-10
Sale
2024-06-11
8:12 pm
AssetMark Financial Holdings Inc. AMK Angus Ted F.
EVP, General Counsel
9,634 $34.4 $331,406 113,811
(Direct)
View
2024-03-04
Sale
2024-03-05
5:10 pm
AssetMark Financial Holdings Inc. AMK Kim Michael
CEO and President
11,833 $35.18 $416,285 408,097
(Indirect
Direct)
View
2023-11-17
Sale
2024-01-26
5:31 pm
AssetMark Financial Holdings Inc. AMK McNatt Joel David JR
EVP, Investment Solutions
4,000 $25.17 $100,680 56,319
(Direct)
View
2023-12-06
Sale
2023-12-07
5:43 pm
AssetMark Financial Holdings Inc. AMK Hansen Carrie E.
EVP, Chief Operating Officer
11,500 $26.18 $301,070 145,193
(Direct)
View
2023-06-14
Sale
2023-06-15
4:47 pm
AssetMark Financial Holdings Inc. AMK Angus Ted F.
EVP, General Counsel
7,265 $28.16 $204,582 123,445
(Direct)
View
2023-06-08
Sale
2023-06-12
7:42 pm
AssetMark Financial Holdings Inc. AMK Zyla Gary G.
EVP, Chief Financial Officer
4,173 $29.95 $124,989 165,538
(Direct)
View
2023-06-08
Sale
2023-06-12
7:41 pm
AssetMark Financial Holdings Inc. AMK Kim Michael
President & CCO
6,327 $29.95 $189,483 532,640
(Indirect
Direct)
View
2023-06-08
Sale
2023-06-12
7:41 pm
AssetMark Financial Holdings Inc. AMK Wolfsen Natalie Grace
EVP, Chief Executive Officer
8,534 $29.97 $255,782 659,561
(Direct)
View
2023-06-08
Sale
2023-06-12
7:09 pm
AssetMark Financial Holdings Inc. AMK Hansen Carrie E.
EVP, Chief Operating Officer
4,173 $29.95 $124,989 156,693
(Direct)
View
2023-06-08
Sale
2023-06-12
7:08 pm
AssetMark Financial Holdings Inc. AMK Mehta Mukesh
EVP, Chief Information Officer
4,173 $29.95 $124,989 313,671
(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
2024-09-03
Gift
2024-09-06
4:06 pm
N/A
N/A
AssetMark Financial Holdings Inc. AMK Mehta Mukesh
EVP, Chief Information Officer
182,165 $0 0
(Indirect)
View
2024-08-27
Gift
2024-09-03
5:29 pm
N/A
N/A
AssetMark Financial Holdings Inc. AMK Kim Michael
CEO and President
76,121 $0 393,602
(Indirect)
View
2024-08-29
Gift
2024-09-03
5:09 pm
N/A
N/A
AssetMark Financial Holdings Inc. AMK Bhagat Rohit
Director
9,172 $0 59,049
(Direct)
View
2024-08-28
Gift
2024-08-30
7:07 pm
N/A
N/A
AssetMark Financial Holdings Inc. AMK Hansen Carrie E.
EVP, Chief Operating Officer
42,906 $0 134,439
(Direct)
View
2024-08-20
Gift
2024-08-21
7:40 pm
N/A
N/A
AssetMark Financial Holdings Inc. AMK Hansen Carrie E.
EVP, Chief Operating Officer
143 $0 134,439
(Direct)
View
2024-08-13
Gift
2024-08-15
7:44 pm
N/A
N/A
AssetMark Financial Holdings Inc. AMK Mehta Mukesh
EVP, Chief Information Officer
262,451 $0 304,791
(Direct)
View
2024-08-07
Gift
2024-08-07
7:06 pm
N/A
N/A
AssetMark Financial Holdings Inc. AMK McNatt Joel David JR
EVP, Investment Solutions
13,974 $0 37,529
(Direct)
View
2024-07-30
Gift
2024-07-31
5:49 pm
N/A
N/A
AssetMark Financial Holdings Inc. AMK Zyla Gary G.
EVP, Chief Financial Officer
2,900 $0 89,895
(Direct)
View
2024-07-26
Gift
2024-07-29
6:07 pm
N/A
N/A
AssetMark Financial Holdings Inc. AMK McNatt Joel David JR
EVP, Investment Solutions
11,367 $0 49,423
(Direct)
View
2024-07-25
Gift
2024-07-29
6:06 pm
N/A
N/A
AssetMark Financial Holdings Inc. AMK Kim Michael
CEO and President
3,120 $0 393,602
(Direct)
View
2024-07-23
Gift(A)
2024-07-29
6:06 pm
N/A
N/A
AssetMark Financial Holdings Inc. AMK Angus Ted F.
EVP, General Counsel
1,159 $0 1,159
(Indirect)
View
2024-07-23
Gift
2024-07-23
5:38 pm
N/A
N/A
AssetMark Financial Holdings Inc. AMK Angus Ted F.
EVP, General Counsel
5,960 $0 109,010
(Direct)
View

Ownership(A)
2024-02-09
6:53 pm
N/A
N/A
AssetMark Financial Holdings Inc. AMK McNatt Joel David JR
EVP, Investment Solutions
0 $0 25,956
(Direct)
View
2023-10-24
Option Award
2023-10-26
4:36 pm
N/A
N/A
AssetMark Financial Holdings Inc. AMK Kim Michael
CEO and President
42,302 $0 419,930
(Direct)
View
2023-06-08
Option Award
2023-06-12
7:42 pm
N/A
2033-06-08
AssetMark Financial Holdings Inc. AMK Zyla Gary G.
EVP, Chief Financial Officer
80,114 $0 165,538
(Direct)
View
2023-06-08
Option Award
2023-06-12
7:41 pm
N/A
2033-06-08
AssetMark Financial Holdings Inc. AMK Kim Michael
President & CCO
173,097 $0 532,640
(Direct)
View
2023-06-08
Option Award
2023-06-12
7:41 pm
N/A
2033-06-08
AssetMark Financial Holdings Inc. AMK Wolfsen Natalie Grace
EVP, Chief Executive Officer
255,524 $0 659,561
(Direct)
View
2023-06-08
Option Award
2023-06-12
7:09 pm
N/A
N/A
AssetMark Financial Holdings Inc. AMK Hansen Carrie E.
EVP, Chief Operating Officer
37,892 $0 156,693
(Direct)
View
2023-06-08
Option Award
2023-06-12
7:08 pm
N/A
N/A
AssetMark Financial Holdings Inc. AMK Mehta Mukesh
EVP, Chief Information Officer
37,892 $0 313,671
(Direct)
View
(A) Indicate amendment filing.
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