AssetMark Financial Holdings, Inc. (AMK)

NYSE - Nasdaq Real Time Price. Currency in USD

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33.96

+0.01

(+0.03%)

At close: 04:00PM EDT

33.96

0.00

(0.00%)

After hours:

05:29PM EDT

Major Holders

Insider Roster

Insider Transactions

Currency in USD

Insider Purchases Last 6 Months	Shares	Trans
Purchases	0	0
Sales	N/A	0
Net Shares Purchased (Sold)	0	0
Total Insider Shares Held	51.79M	N/A
% Net Shares Purchased (Sold)	N/A	N/A

Net Institutional Purchases Prior Quarter to Latest Quarter	Shares
Net Shares Purchased (Sold)	N/A
% Change in Institutional Shares Held	N/A

Insider Transactions Reported - Last Two Years

Insider	Transaction	Type	Value	Date	Shares
KIM MICHAEL Chief Executive Officer	Sale at price 35.18 per share.	Direct	416,285	Mar 04, 2024	11,833
HANSEN CARRIE E Chief Operating Officer	Sale at price 26.18 per share.	Direct	301,070	Dec 06, 2023	11,500
MCNATT JOEL DAVID JR Officer	Sale at price 25.17 per share.	Direct	100,680	Nov 17, 2023	4,000
KIM MICHAEL Chief Executive Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	Oct 24, 2023	42,302
ANGUS TED F General Counsel	Sale at price 28.16 per share.	Direct	204,582	Jun 14, 2023	7,265
MEHTA MUKESH Chief Technology Officer	Sale at price 29.61 - 30.04 per share.	Direct	124,989	Jun 09, 2023	4,173
KIM MICHAEL President	Sale at price 29.61 - 30.04 per share.	Direct	189,483	Jun 09, 2023	6,327
HANSEN CARRIE E Chief Operating Officer	Sale at price 29.61 - 30.04 per share.	Direct	124,989	Jun 09, 2023	4,173
ANGUS TED F General Counsel	Sale at price 29.61 - 30.04 per share.	Direct	124,989	Jun 09, 2023	4,173
ZYLA GARY G Chief Financial Officer	Sale at price 29.61 - 30.04 per share.	Direct	124,989	Jun 09, 2023	4,173
WOLFSEN NATALIE GRACE Chief Executive Officer	Sale at price 29.61 - 30.04 per share.	Direct	255,782	Jun 09, 2023	8,534
MINTA-JACOBS ESI Officer	Sale at price 29.61 - 30.04 per share.	Direct	40,635	Jun 09, 2023	1,357
MCNATT JOEL DAVID JR Officer	Sale at price 29.61 - 30.04 per share.	Direct	52,621	Jun 09, 2023	1,756
VELLI JOSEPH M Director	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 08, 2023	4,478
GUINN PATRICIA LYNN Director	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 08, 2023	4,478
BHAGAT ROHIT Director	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 08, 2023	4,478
MEHTA MUKESH Chief Technology Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 08, 2023	37,892
KIM MICHAEL President	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 08, 2023	18,085
HANSEN CARRIE E Chief Operating Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 08, 2023	37,892
ANGUS TED F General Counsel	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 08, 2023	37,892
ZYLA GARY G Chief Financial Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 08, 2023	15,157
WOLFSEN NATALIE GRACE Chief Executive Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 08, 2023	26,697
MINTA-JACOBS ESI Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 08, 2023	12,056
MCNATT JOEL DAVID JR Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 08, 2023	29,280
ANGUS TED F General Counsel	Sale at price 28.12 per share.	Direct	158,512	May 17, 2023	5,637
MINTA-JACOBS ESI Officer	Sale at price 28.12 per share.	Direct	168,720	May 17, 2023	6,000
ZYLA GARY G Chief Financial Officer	Sale at price 26.83 per share.	Direct	240,343	May 08, 2023	8,958
KIM MICHAEL President	Stock Gift at price 0.00 per share.	Indirect	0	Mar 17, 2023	250,000
KIM MICHAEL President	Sale at price 31.66 per share.	Direct	128,033	Mar 06, 2023	4,044
WOLFSEN NATALIE GRACE Chief Executive Officer	Sale at price 31.66 per share.	Direct	175,555	Mar 06, 2023	5,545
KIM MICHAEL President	Stock Gift at price 0.00 per share.	Indirect	0	Jan 03, 2023	882,970
KIM MICHAEL President	Sale at price 19.06 - 20.00 per share.	Direct	54,413	Jul 07, 2022	2,766
ZYLA GARY G Chief Financial Officer	Sale at price 18.31 - 19.06 per share.	Direct	45,737	Jul 07, 2022	2,462
MEHTA MUKESH Chief Technology Officer	Sale at price 19.06 - 20.00 per share.	Direct	48,416	Jun 10, 2022	2,462
KIM MICHAEL President	Sale at price 19.06 - 20.00 per share.	Direct	54,413	Jun 10, 2022	2,766
HANSEN CARRIE E Chief Operating Officer	Sale at price 19.06 - 20.00 per share.	Direct	48,416	Jun 10, 2022	2,462
HANSEN CARRIE E Chief Operating Officer	Sale at price 19.06 - 20.00 per share.	Direct	48,416	Jun 10, 2022	2,462
ANGUS TED F General Counsel	Sale at price 19.06 - 20.00 per share.	Direct	48,416	Jun 10, 2022	2,462
ANGUS TED F General Counsel	Sale at price 19.26 - 19.78 per share.	Direct	48,242	Jun 10, 2022	2,462
ZYLA GARY G Chief Financial Officer	Sale at price 19.06 - 20.00 per share.	Direct	48,416	Jun 10, 2022	2,462
WOLFSEN NATALIE GRACE Chief Financial Officer	Sale at price 19.06 - 20.00 per share.	Direct	90,900	Jun 10, 2022	4,610
WOLFSEN NATALIE GRACE Chief Executive Officer	Sale at price 19.06 - 20.00 per share.	Direct	90,900	Jun 10, 2022	4,610
MINTA-JACOBS ESI Officer	Sale at price 19.06 - 20.00 per share.	Direct	15,970	Jun 10, 2022	813
MINTA-JACOBS ESI Officer	Sale at price 19.06 - 20.00 per share.	Direct	15,970	Jun 10, 2022	813
MCNATT JOEL DAVID JR Officer	Sale at price 19.06 - 20.00 per share.	Direct	15,970	Jun 10, 2022	813
MCNATT JOEL DAVID JR Officer	Sale at price 19.06 - 20.00 per share.	Direct	15,970	Jun 10, 2022	813
VELLI JOSEPH M Director	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 08, 2022	6,214
VELLI JOSEPH M Director	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 08, 2022	6,215
GUINN PATRICIA LYNN Director	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 08, 2022	6,214
GUINN PATRICIA LYNN Director	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 08, 2022	6,215
BHAGAT ROHIT Director	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 08, 2022	6,214
BHAGAT ROHIT Director	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 08, 2022	6,215
MEHTA MUKESH Chief Technology Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 08, 2022	19,297
MEHTA MUKESH Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 08, 2022	19,298
KIM MICHAEL President	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 08, 2022	23,025
KIM MICHAEL President	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 08, 2022	23,026
HANSEN CARRIE E Chief Operating Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 08, 2022	19,297
HANSEN CARRIE E Chief Operating Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 08, 2022	19,298
ANGUS TED F General Counsel	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 08, 2022	19,297
ANGUS TED F General Counsel	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 08, 2022	19,298
ZYLA GARY G Chief Financial Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 08, 2022	19,297
ZYLA GARY G Chief Financial Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 08, 2022	19,298
WOLFSEN NATALIE GRACE Chief Financial Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 08, 2022	30,700
WOLFSEN NATALIE GRACE Chief Executive Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 08, 2022	30,701
MINTA-JACOBS ESI Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 08, 2022	6,140
MINTA-JACOBS ESI Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 08, 2022	6,141
MCNATT JOEL DAVID JR Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 08, 2022	10,526
MCNATT JOEL DAVID JR Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 08, 2022	10,526
KIM MICHAEL President	Sale at price 22.30 per share.	Direct	91,742	Mar 04, 2022	4,114
WOLFSEN NATALIE GRACE Chief Executive Officer	Sale at price 22.30 per share.	Direct	113,172	Mar 04, 2022	5,075
MEHTA MUKESH Chief Technology Officer	Sale at price 28.01 - 28.04 per share.	Direct	841,138	Nov 12, 2021	30,000
CHAFKIN JEREMIAH H Officer	Sale at price 26.08 - 26.18 per share.	Indirect	1,305,535	Sept 14, 2021	50,000
MEHTA MUKESH Chief Technology Officer	Sale at price 27.06 per share.	Direct	253,742	Sept 02, 2021	9,377
MEHTA MUKESH Chief Technology Officer	Sale at price 25.68 - 27.08 per share.	Direct	465,373	Aug 19, 2021	17,231
CHAFKIN JEREMIAH H Chief Investment Officer	Sale at price 26.55 per share.	Indirect	1,327,500	Aug 11, 2021	50,000
MEHTA MUKESH Chief Technology Officer	Sale at price 27.04 per share.	Direct	68,519	Jun 25, 2021	2,534
MEHTA MUKESH Chief Technology Officer	Sale at price 27.05 per share.	Direct	43,740	Jun 17, 2021	1,617
MEHTA MUKESH Chief Technology Officer	Sale at price 27.00 per share.	Direct	2,700	Jun 16, 2021	100
HAHN JOHN Officer	Sale at price 24.50 - 28.01 per share.	Direct	969,502	Jun 11, 2021	37,928
VELLI JOSEPH M Director	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 09, 2021	5,047
CHAFKIN JEREMIAH H Chief Investment Officer	Sale at price 25.68 per share.	Indirect	11,042	Jun 09, 2021	430
GUINN PATRICIA LYNN Director	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 09, 2021	5,047
BHAGAT ROHIT Director	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 09, 2021	5,047
MEHTA MUKESH Chief Technology Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 09, 2021	17,081
MEHTA MUKESH Chief Technology Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 09, 2021	17,081
KIM MICHAEL President	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 09, 2021	945
HANSEN CARRIE E Chief Operating Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 09, 2021	17,081
HANSEN CARRIE E Chief Operating Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 09, 2021	17,081
HANSEN CARRIE E Chief Operating Officer	Sale at price 25.68 per share.	Direct	22,059	Jun 09, 2021	859
ANGUS TED F General Counsel	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 09, 2021	17,081
ANGUS TED F General Counsel	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 09, 2021	17,081
ANGUS TED F General Counsel	Sale at price 25.68 per share.	Direct	22,059	Jun 09, 2021	859
ZYLA GARY G Chief Financial Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 09, 2021	17,081
ZYLA GARY G Chief Financial Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 09, 2021	17,081
ZYLA GARY G Chief Financial Officer	Sale at price 25.68 per share.	Direct	22,059	Jun 09, 2021	859
WOLFSEN NATALIE GRACE Chief Executive Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 09, 2021	24,263
WOLFSEN NATALIE GRACE Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 09, 2021	24,263
WOLFSEN NATALIE GRACE Officer	Sale at price 25.68 per share.	Direct	24,268	Jun 09, 2021	945
MINTA-JACOBS ESI Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 09, 2021	5,435
MINTA-JACOBS ESI Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 09, 2021	5,435
MINTA-JACOBS ESI Officer	Sale at price 25.68 per share.	Direct	7,730	Jun 09, 2021	301
HAHN JOHN Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 08, 2021	46,729
ZYLA GARY G Chief Financial Officer	Sale at price 24.73 - 25.39 per share.	Direct	1,608,110	May 18, 2021	65,000
ANGUS TED F General Counsel	Sale at price 23.09 per share.	Direct	225,820	May 10, 2021	9,780
KIM MICHAEL President	Stock Award(Grant) at price 0.00 per share.	Direct	0	Apr 26, 2021	45,135
WOLFSEN NATALIE GRACE Chief Executive Officer	Stock Award(Grant) at price 0.00 per share.	Direct	0	Apr 26, 2021	45,135
ANGUS TED F General Counsel	Sale at price 21.93 per share.	Direct	220,813	Apr 09, 2021	10,069
ANGUS TED F General Counsel	Sale at price 24.16 per share.	Direct	239,740	Mar 10, 2021	9,923
ANGUS TED F General Counsel	Sale at price 25.02 per share.	Direct	507,681	Mar 01, 2021	20,291
HANSEN CARRIE E Chief Operating Officer	Sale at price 26.29 per share.	Direct	96,274	Feb 11, 2021	3,662
HANSEN CARRIE E Chief Operating Officer	Sale at price 26.39 per share.	Direct	848,702	Feb 10, 2021	32,160
ANGUS TED F General Counsel	Sale at price 26.38 per share.	Direct	440,203	Feb 10, 2021	16,687
HANSEN CARRIE E Chief Operating Officer	Sale at price 25.71 - 26.05 per share.	Direct	594,416	Feb 09, 2021	23,073
HANSEN CARRIE E Chief Operating Officer	Sale at price 25.33 per share.	Direct	920,442	Feb 08, 2021	36,338
HANSEN CARRIE E Chief Operating Officer	Sale at price 24.94 per share.	Direct	743,611	Feb 05, 2021	29,816
ZYLA GARY G Chief Financial Officer	Sale at price 25.02 per share.	Direct	876,551	Feb 05, 2021	35,034
HANSEN CARRIE E Chief Operating Officer	Sale at price 24.24 per share.	Direct	401,439	Feb 04, 2021	16,561
WOLFSEN NATALIE GRACE Officer	Sale at price 23.76 - 24.13 per share.	Direct	192,691	Feb 04, 2021	8,109
WOLFSEN NATALIE GRACE Officer	Sale at price 23.03 per share.	Direct	526,143	Feb 03, 2021	22,846
WOLFSEN NATALIE GRACE Officer	Sale at price 23.36 per share.	Direct	431,039	Feb 02, 2021	18,452
WOLFSEN NATALIE GRACE Officer	Sale at price 23.01 per share.	Direct	95,399	Feb 01, 2021	4,146
ZYLA GARY G Chief Financial Officer	Sale at price 25.03 per share.	Direct	2,528	Jan 25, 2021	101
KIM MICHAEL Officer	Sale at price 25.01 per share.	Direct	15,931	Jan 21, 2021	637
ZYLA GARY G Chief Financial Officer	Sale at price 25.00 per share.	Direct	47,725	Jan 21, 2021	1,909
KIM MICHAEL Officer	Sale at price 25.01 per share.	Direct	87,010	Jan 20, 2021	3,479
ZYLA GARY G Chief Financial Officer	Sale at price 25.01 per share.	Direct	68,928	Jan 20, 2021	2,756
ZYLA GARY G Chief Financial Officer	Sale at price 25.17 per share.	Direct	5,034	Jan 19, 2021	200
ANGUS TED F General Counsel	Sale at price 23.51 per share.	Direct	420,547	Jan 05, 2021	17,888
ANGUS TED F General Counsel	Sale at price 23.71 - 24.54 per share.	Direct	328,313	Jan 04, 2021	13,847
KIM MICHAEL Officer	Sale at price 24.16 per share.	Direct	142,423	Dec 15, 2020	5,895
KIM MICHAEL Officer	Sale at price 23.87 - 24.43 per share.	Direct	495,109	Dec 14, 2020	20,694
KIM MICHAEL Officer	Sale at price 24.13 - 24.74 per share.	Direct	323,668	Dec 11, 2020	13,411
CHAFKIN JEREMIAH H Chief Investment Officer	Sale at price 25.04 per share.	Direct	57,392	Dec 08, 2020	2,292
ZYLA GARY G Chief Financial Officer	Sale at price 25.17 per share.	Direct	418,099	Dec 08, 2020	16,611
CHAFKIN JEREMIAH H Chief Investment Officer	Sale at price 24.43 per share.	Direct	267,044	Dec 07, 2020	10,931
ZYLA GARY G Chief Financial Officer	Sale at price 25.01 per share.	Direct	34,739	Dec 04, 2020	1,389
CHAFKIN JEREMIAH H Chief Investment Officer	Sale at price 23.53 per share.	Direct	232,782	Dec 03, 2020	9,893
CHAFKIN JEREMIAH H Chief Investment Officer	Sale at price 23.85 - 24.12 per share.	Direct	700,573	Dec 02, 2020	29,263
HANSEN CARRIE E Chief Operating Officer	Sale at price 24.09 - 24.44 per share.	Direct	478,861	Nov 24, 2020	19,863
HANSEN CARRIE E Chief Operating Officer	Sale at price 24.10 - 25.06 per share.	Direct	866,161	Nov 20, 2020	35,673
CHAFKIN JEREMIAH H Chief Investment Officer	Sale at price 24.48 - 25.07 per share.	Direct	652,958	Nov 18, 2020	26,446
WOLFSEN NATALIE GRACE Officer	Sale at price 24.59 per share.	Direct	351,145	Nov 18, 2020	14,280
MEHTA MUKESH Chief Technology Officer	Sale at price 25.18 per share.	Direct	567,482	Nov 09, 2020	22,537
CHAFKIN JEREMIAH H Chief Investment Officer	Sale at price 23.00 per share.	Direct	182,459	Nov 03, 2020	7,933
CHAFKIN JEREMIAH H Chief Investment Officer	Sale at price 23.00 per share.	Direct	182,482	Oct 14, 2020	7,934
CHAFKIN JEREMIAH H Chief Investment Officer	Sale at price 24.10 per share.	Direct	191,209	Sept 01, 2020	7,934
CHAFKIN JEREMIAH H Chief Investment Officer	Sale at price 27.66 per share.	Direct	219,454	Aug 03, 2020	7,934
MEHTA MUKESH Chief Technology Officer	Sale at price 27.61 - 27.66 per share.	Direct	276,450	Aug 03, 2020	10,000
KIM MICHAEL Officer	Sale at price 27.66 per share.	Direct	276,600	Aug 03, 2020	10,000
HAHN JOHN Officer	Conversion of Exercise of derivative security at price 22.00 per share.	Direct	93,544	Jul 20, 2020	4,252

S&P/TSX21,947.41+124.19(+0.57%)

S&P 5005,127.79+63.59(+1.26%)

DOW38,675.68+450.02(+1.18%)

CAD/USD0.7308-0.0006(-0.08%)

CRUDE OIL77.99-0.96(-1.22%)

Bitcoin CAD86,866.76+2,298.15(+2.72%)

AssetMark Financial Holdings, Inc. (AMK)

Insider Transactions

Insider Transactions Reported - Last Two Years

S&P/TSX
21,947.41
+124.19(+0.57%)

S&P 500
5,127.79
+63.59(+1.26%)

DOW
38,675.68
+450.02(+1.18%)

CAD/USD
0.7308
-0.0006(-0.08%)

CRUDE OIL
77.99
-0.96(-1.22%)

Bitcoin CAD
86,866.76
+2,298.15(+2.72%)