AssetMark Financial Holdings, Inc. provides wealth management and technology solutions. The company was founded by Ronald Dennis Cordes, Brian O'Toole and Richard Steiny in 1996 and is headquartered in Concord, CA. |
Insider Trading |
Relationship |
Date |
Transaction |
Cost |
#Shares |
Value ($) |
#Shares Total |
SEC Form 4 |
Kim Michael | CEO and President | Mar 04 '24 | Sale | 35.18 | 11,833 | 416,285 | 364,777 | Mar 05 05:10 PM | Hansen Carrie E. | EVP, Chief Operating Officer | Dec 06 '23 | Sale | 26.18 | 11,500 | 301,070 | 145,193 | Dec 07 05:43 PM | McNatt Joel David JR | EVP, Investment Solutions | Nov 17 '23 | Sale | 25.17 | 4,000 | 100,680 | 56,319 | Jan 26 05:31 PM | Angus Ted F. | EVP, General Counsel | Jun 14 '23 | Sale | 28.16 | 7,265 | 204,582 | 123,445 | Jun 15 04:47 PM | Wolfsen Natalie Grace | EVP, Chief Executive Officer | Jun 09 '23 | Sale | 29.61 | 1,348 | 39,914 | 430,734 | Jun 12 07:41 PM | Kim Michael | President & CCO | Jun 09 '23 | Sale | 29.61 | 1,348 | 39,914 | 334,308 | Jun 12 07:41 PM | Hansen Carrie E. | EVP, Chief Operating Officer | Jun 09 '23 | Sale | 29.61 | 855 | 25,317 | 156,693 | Jun 12 07:09 PM | Mehta Mukesh | EVP, Chief Information Officer | Jun 09 '23 | Sale | 29.61 | 855 | 25,317 | 313,671 | Jun 12 07:08 PM | Zyla Gary G. | EVP, Chief Financial Officer | Jun 09 '23 | Sale | 29.61 | 855 | 25,317 | 100,581 | Jun 12 07:42 PM | Angus Ted F. | EVP, General Counsel | Jun 09 '23 | Sale | 29.61 | 855 | 25,317 | 130,710 | Jun 12 07:08 PM | Minta-Jacobs Esi | EVP, HR & Project Management | Jun 09 '23 | Sale | 29.61 | 300 | 8,883 | 69,295 | Jun 12 07:06 PM | McNatt Joel David JR | EVP, Investment Solutions | Jun 09 '23 | Sale | 29.61 | 300 | 8,883 | 60,319 | Jun 12 07:07 PM | Wolfsen Natalie Grace | EVP, Chief Executive Officer | Jun 08 '23 | Sale | 30.04 | 7,186 | 215,867 | 432,082 | Jun 12 07:41 PM | Kim Michael | President & CCO | Jun 08 '23 | Sale | 30.04 | 4,979 | 149,569 | 335,656 | Jun 12 07:41 PM | Zyla Gary G. | EVP, Chief Financial Officer | Jun 08 '23 | Sale | 30.04 | 3,318 | 99,673 | 101,436 | Jun 12 07:42 PM | Mehta Mukesh | EVP, Chief Information Officer | Jun 08 '23 | Sale | 30.04 | 3,318 | 99,673 | 314,526 | Jun 12 07:08 PM | Hansen Carrie E. | EVP, Chief Operating Officer | Jun 08 '23 | Sale | 30.04 | 3,318 | 99,673 | 157,548 | Jun 12 07:09 PM | Angus Ted F. | EVP, General Counsel | Jun 08 '23 | Sale | 30.04 | 3,318 | 99,673 | 131,565 | Jun 12 07:08 PM | McNatt Joel David JR | EVP, Investment Solutions | Jun 08 '23 | Sale | 30.04 | 1,456 | 43,738 | 60,619 | Jun 12 07:07 PM | Minta-Jacobs Esi | EVP, HR & Project Management | Jun 08 '23 | Sale | 30.04 | 1,057 | 31,752 | 69,595 | Jun 12 07:06 PM |
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