Insider trading activities (stock purchases, sales, and option exercises)
reported by insiders of Assetmark Financial Holdings, Inc. (AMK)
since 2019 are shown in Table 1 and Table 2.
Table 1 shows the monthly insider trading data of Assetmark Financial Holdings, Inc..
Table 2 shows the detailed insider transactions.
This company's CIK number is 1591587.
Total stock buying since 2019: $11,000.
Total stock sales since 2019: $2,019,104,205.
Total stock option exercises since 2019: $93,544.
Table 3. Detailed insider trading at Assetmark Financial Holdings, Inc. (AMK)
| Trade Date |
Insider Name |
Trade Type |
Shares |
Price ($) |
Value ($) |
| 2024-09-05 | Huatai International Investment Holdings Ltd (10% Owner) | Sale | 50,873,799 | 35.25 | 1,793,301,414 |
| 2024-06-10 | Mcnatt Joel David Jr (EVP, Investment Solutions) | Sale | 5,267 | 34.37 | 181,026 |
| 2024-06-10 | Minta-jacobs Esi (HR & Digital Product Solutions) | Sale | 2,529 | 34.37 | 86,921 |
| 2024-06-10 | Kim Michael (CEO and President) | Sale | 9,445 | 34.37 | 324,624 |
| 2024-06-10 | Zyla Gary G. (EVP, Chief Financial Officer) | Sale | 7,786 | 34.37 | 267,604 |
| 2024-06-10 | Mehta Mukesh (EVP, Chief Information Officer) | Sale | 8,880 | 34.37 | 305,205 |
| 2024-06-10 | Hansen Carrie E. (EVP, Chief Operating Officer) | Sale | 10,611 | 34.37 | 364,700 |
| 2024-06-10 | Angus Ted F. (EVP, General Counsel) | Sale | 9,634 | 34.37 | 331,120 |
| 2024-03-04 | Kim Michael (CEO and President) | Sale | 11,833 | 35.18 | 416,284 |
| 2023-12-06 | Hansen Carrie E. (EVP, Chief Operating Officer) | Sale | 11,500 | 26.18 | 301,070 |
| 2023-11-17 | Mcnatt Joel David Jr (EVP, Investment Solutions) | Sale | 4,000 | 25.17 | 100,680 |
| 2023-06-14 | Angus Ted F. (EVP, General Counsel) | Sale | 7,265 | 28.16 | 204,582 |
| 2023-06-09 | Mcnatt Joel David Jr (EVP, Investment Solutions) | Sale | 300 | 29.61 | 8,883 |
| 2023-06-09 | Minta-jacobs Esi (EVP, HR & Project Management) | Sale | 300 | 29.61 | 8,883 |
| 2023-06-09 | Kim Michael (President & CCO) | Sale | 1,348 | 29.61 | 39,914 |
| 2023-06-09 | Zyla Gary G. (EVP, Chief Financial Officer) | Sale | 855 | 29.61 | 25,316 |
| 2023-06-09 | Wolfsen Natalie Grace (EVP, Chief Executive Officer) | Sale | 1,348 | 29.61 | 39,914 |
| 2023-06-09 | Mehta Mukesh (EVP, Chief Information Officer) | Sale | 855 | 29.61 | 25,316 |
| 2023-06-09 | Hansen Carrie E. (EVP, Chief Operating Officer) | Sale | 855 | 29.61 | 25,316 |
| 2023-06-09 | Angus Ted F. (EVP, General Counsel) | Sale | 855 | 29.61 | 25,316 |
| 2023-06-08 | Mcnatt Joel David Jr (EVP, Investment Solutions) | Sale | 1,456 | 30.04 | 43,738 |
| 2023-06-08 | Minta-jacobs Esi (EVP, HR & Project Management) | Sale | 1,057 | 30.04 | 31,752 |
| 2023-06-08 | Kim Michael (President & CCO) | Sale | 4,979 | 30.04 | 149,569 |
| 2023-06-08 | Zyla Gary G. (EVP, Chief Financial Officer) | Sale | 3,318 | 30.04 | 99,672 |
| 2023-06-08 | Wolfsen Natalie Grace (EVP, Chief Executive Officer) | Sale | 7,186 | 30.04 | 215,867 |
| 2023-06-08 | Mehta Mukesh (EVP, Chief Information Officer) | Sale | 3,318 | 30.04 | 99,672 |
| 2023-06-08 | Hansen Carrie E. (EVP, Chief Operating Officer) | Sale | 3,318 | 30.04 | 99,672 |
| 2023-06-08 | Angus Ted F. (EVP, General Counsel) | Sale | 3,318 | 30.04 | 99,672 |
| 2023-05-17 | Minta-jacobs Esi (EVP, HR & Project Management) | Sale | 6,000 | 28.12 | 168,720 |
| 2023-05-17 | Angus Ted F. (EVP, General Counsel) | Sale | 5,637 | 28.12 | 158,512 |
| 2023-05-08 | Zyla Gary G. (EVP, Chief Financial Officer) | Sale | 8,958 | 26.83 | 240,343 |
| 2023-03-06 | Kim Michael (President & CCO) | Sale | 4,044 | 31.66 | 128,033 |
| 2023-03-06 | Wolfsen Natalie Grace (EVP, Chief Executive Officer) | Sale | 5,545 | 31.66 | 175,554 |
| 2022-06-10 | Mcnatt Joel David Jr (EVP, Investment Solutions) | Sale | 308 | 19.06 | 5,870 |
| 2022-06-10 | Minta-jacobs Esi (EVP, HR & Project Management) | Sale | 308 | 19.06 | 5,870 |
| 2022-06-10 | Kim Michael (President & CCO) | Sale | 965 | 19.06 | 18,392 |
| 2022-06-10 | Zyla Gary G. (EVP, Chief Financial Officer) | Sale | 877 | 19.06 | 16,715 |
| 2022-06-10 | Wolfsen Natalie Grace (EVP, Chief Executive Officer) | Sale | 1,383 | 19.06 | 26,359 |
| 2022-06-10 | Mehta Mukesh (EVP, Chief Information Officer) | Sale | 877 | 19.06 | 16,715 |
| 2022-06-10 | Hansen Carrie E. (EVP, Chief Operating Officer) | Sale | 877 | 19.06 | 16,715 |
| 2022-06-10 | Angus Ted F. (EVP, General Counsel) | Sale | 877 | 19.06 | 16,715 |
| 2022-06-09 | Mcnatt Joel David Jr (EVP, Investment Solutions) | Sale | 505 | 20.00 | 10,100 |
| 2022-06-09 | Minta-jacobs Esi (EVP, HR & Project Management) | Sale | 505 | 20.00 | 10,100 |
| 2022-06-09 | Kim Michael (President & CCO) | Sale | 1,801 | 20.00 | 36,020 |
| 2022-06-09 | Zyla Gary G. (EVP, Chief Financial Officer) | Sale | 1,585 | 20.00 | 31,700 |
| 2022-06-09 | Wolfsen Natalie Grace (EVP, Chief Executive Officer) | Sale | 3,227 | 20.00 | 64,540 |
| 2022-06-09 | Mehta Mukesh (EVP, Chief Information Officer) | Sale | 1,585 | 20.00 | 31,700 |
| 2022-06-09 | Hansen Carrie E. (EVP, Chief Operating Officer) | Sale | 1,585 | 20.00 | 31,700 |
| 2022-06-09 | Angus Ted F. (EVP, General Counsel) | Sale | 1,585 | 20.00 | 31,700 |
| 2022-03-04 | Kim Michael (President & CCO) | Sale | 4,114 | 22.30 | 91,742 |
| 2022-03-04 | Wolfsen Natalie Grace (EVP, Chief Executive Officer) | Sale | 5,075 | 22.30 | 113,172 |
| 2021-11-12 | Mehta Mukesh (EVP, Chief Information Officer) | Sale | 607 | 28.01 | 17,002 |
| 2021-11-11 | Mehta Mukesh (EVP, Chief Information Officer) | Sale | 1,456 | 28.01 | 40,782 |
| 2021-11-10 | Mehta Mukesh (EVP, Chief Information Officer) | Sale | 27,937 | 28.04 | 783,353 |
| 2021-09-14 | Chafkin Jeremiah H (Vice Chairman) | Sale | 15,346 | 26.18 | 401,758 |
| 2021-09-13 | Chafkin Jeremiah H (Vice Chairman) | Sale | 34,654 | 26.08 | 903,776 |
| 2021-09-02 | Mehta Mukesh (EVP, Chief Information Officer) | Sale | 9,377 | 27.06 | 253,741 |
| 2021-08-11 | Chafkin Jeremiah H (EVP, Chief Investment Officer) | Sale | 50,000 | 26.55 | 1,327,500 |
| 2021-06-25 | Mehta Mukesh (EVP, Chief Information Officer) | Sale | 2,534 | 27.04 | 68,519 |
| 2021-06-17 | Mehta Mukesh (EVP, Chief Information Officer) | Sale | 1,617 | 27.05 | 43,739 |
| 2021-06-16 | Mehta Mukesh (EVP, Chief Information Officer) | Sale | 100 | 27.00 | 2,700 |
| 2021-06-11 | Hahn John (SVP, Finance & Reporting (PAO)) | Sale | 301 | 25.68 | 7,729 |
| 2021-05-18 | Zyla Gary G. (EVP, Chief Financial Officer) | Sale | 65,000 | 25.06 | 1,628,900 |
| 2021-05-10 | Angus Ted F. (EVP, General Counsel) | Sale | 9,780 | 23.09 | 225,820 |
| 2021-04-09 | Angus Ted F. (EVP, General Counsel) | Sale | 10,069 | 21.93 | 220,813 |
| 2021-03-10 | Hahn John (SVP, Finance & Reporting (PAO)) | Sale | 2,590 | 24.55 | 63,584 |
| 2021-03-10 | Angus Ted F. (EVP, General Counsel) | Sale | 9,923 | 24.16 | 239,739 |
| 2021-03-09 | Hahn John (SVP, Finance & Reporting (PAO)) | Sale | 16,635 | 24.50 | 407,557 |
| 2021-03-08 | Hahn John (SVP, Finance & Reporting (PAO)) | Sale | 800 | 24.53 | 19,624 |
| 2021-03-01 | Angus Ted F. (EVP, General Counsel) | Sale | 20,291 | 25.02 | 507,680 |
| 2021-02-11 | Hansen Carrie E. (EVP, Chief Operating Officer) | Sale | 3,662 | 26.29 | 96,273 |
| 2021-02-10 | Hansen Carrie E. (EVP, Chief Operating Officer) | Sale | 32,160 | 26.39 | 848,702 |
| 2021-02-10 | Angus Ted F. (EVP, General Counsel) | Sale | 16,687 | 26.38 | 440,203 |
| 2021-02-09 | Hansen Carrie E. (EVP, Chief Operating Officer) | Sale | 23,073 | 25.88 | 597,129 |
| 2021-02-08 | Hansen Carrie E. (EVP, Chief Operating Officer) | Sale | 36,338 | 25.33 | 920,441 |
| 2021-02-05 | Hahn John (SVP, Finance & Reporting (PAO)) | Sale | 6,675 | 25.01 | 166,941 |
| 2021-02-05 | Zyla Gary G. (EVP, Chief Financial Officer) | Sale | 35,034 | 25.02 | 876,550 |
| 2021-02-05 | Hansen Carrie E. (EVP, Chief Operating Officer) | Sale | 29,816 | 24.94 | 743,611 |
| 2021-02-04 | Wolfsen Natalie Grace (EVP, Chief Solutions Officer) | Sale | 8,109 | 23.95 | 194,170 |
| 2021-02-04 | Hansen Carrie E. (EVP, Chief Operating Officer) | Sale | 16,561 | 24.24 | 401,438 |
| 2021-02-03 | Wolfsen Natalie Grace (EVP, Chief Solutions Officer) | Sale | 22,846 | 23.03 | 526,143 |
| 2021-02-02 | Wolfsen Natalie Grace (EVP, Chief Solutions Officer) | Sale | 18,452 | 23.36 | 431,038 |
| 2021-02-01 | Wolfsen Natalie Grace (EVP, Chief Solutions Officer) | Sale | 4,146 | 23.01 | 95,399 |
| 2021-01-25 | Zyla Gary G. (EVP, Chief Financial Officer) | Sale | 101 | 25.03 | 2,528 |
| 2021-01-21 | Kim Michael (EVP, Chief Client Officer) | Sale | 637 | 25.01 | 15,931 |
| 2021-01-21 | Zyla Gary G. (EVP, Chief Financial Officer) | Sale | 1,909 | 25.00 | 47,725 |
| 2021-01-20 | Kim Michael (EVP, Chief Client Officer) | Sale | 3,479 | 25.01 | 87,009 |
| 2021-01-20 | Zyla Gary G. (EVP, Chief Financial Officer) | Sale | 2,756 | 25.01 | 68,927 |
| 2021-01-19 | Zyla Gary G. (EVP, Chief Financial Officer) | Sale | 200 | 25.17 | 5,034 |
| 2021-01-05 | Angus Ted F. (EVP, General Counsel) | Sale | 17,888 | 23.51 | 420,546 |
| 2021-01-04 | Angus Ted F. (EVP, General Counsel) | Sale | 13,847 | 24.12 | 334,058 |
| 2020-12-15 | Kim Michael (EVP, Chief Client Officer) | Sale | 5,895 | 24.16 | 142,423 |
| 2020-12-14 | Kim Michael (EVP, Chief Client Officer) | Sale | 20,694 | 24.15 | 499,760 |
| 2020-12-11 | Kim Michael (EVP, Chief Client Officer) | Sale | 13,411 | 24.43 | 327,697 |
| 2020-12-08 | Zyla Gary G. (EVP, Chief Financial Officer) | Sale | 16,611 | 25.17 | 418,098 |
| 2020-12-08 | Chafkin Jeremiah H (EVP, Chief Investment Officer) | Sale | 2,292 | 25.04 | 57,391 |
| 2020-12-07 | Chafkin Jeremiah H (EVP, Chief Investment Officer) | Sale | 10,931 | 24.43 | 267,044 |
| 2020-12-04 | Zyla Gary G. (EVP, Chief Financial Officer) | Sale | 1,389 | 25.01 | 34,738 |
| 2020-12-03 | Chafkin Jeremiah H (EVP, Chief Investment Officer) | Sale | 9,893 | 23.53 | 232,782 |
| 2020-12-02 | Chafkin Jeremiah H (EVP, Chief Investment Officer) | Sale | 6,007 | 23.85 | 143,266 |
| 2020-12-01 | Chafkin Jeremiah H (EVP, Chief Investment Officer) | Sale | 8,137 | 24.12 | 196,264 |
| 2020-11-30 | Chafkin Jeremiah H (EVP, Chief Investment Officer) | Sale | 15,119 | 23.88 | 361,041 |
| 2020-11-24 | Hansen Carrie E. (EVP, Chief Operating Officer) | Sale | 1,032 | 24.44 | 25,222 |
| 2020-11-23 | Hansen Carrie E. (EVP, Chief Operating Officer) | Sale | 18,831 | 24.09 | 453,638 |
| 2020-11-20 | Hansen Carrie E. (EVP, Chief Operating Officer) | Sale | 19,244 | 24.10 | 463,780 |
| 2020-11-18 | Wolfsen Natalie Grace (EVP, Chief Solutions Officer) | Sale | 14,280 | 24.59 | 351,145 |
| 2020-11-18 | Hansen Carrie E. (EVP, Chief Operating Officer) | Sale | 16,429 | 24.71 | 405,960 |
| 2020-11-18 | Chafkin Jeremiah H (EVP, Chief Investment Officer) | Sale | 13,223 | 24.77 | 327,599 |
| 2020-11-16 | Chafkin Jeremiah H (EVP, Chief Investment Officer) | Sale | 13,223 | 24.78 | 327,665 |
| 2020-11-09 | Mehta Mukesh (EVP, Chief Information Officer) | Sale | 22,537 | 25.18 | 567,481 |
| 2020-11-03 | Chafkin Jeremiah H (EVP, Chief Investment Officer) | Sale | 7,933 | 23.00 | 182,459 |
| 2020-10-14 | Chafkin Jeremiah H (EVP, Chief Investment Officer) | Sale | 3,473 | 23.00 | 79,879 |
| 2020-10-13 | Chafkin Jeremiah H (EVP, Chief Investment Officer) | Sale | 4,461 | 23.00 | 102,603 |
| 2020-09-01 | Chafkin Jeremiah H (EVP, Chief Investment Officer) | Sale | 7,934 | 24.10 | 191,209 |
| 2020-08-03 | Kim Michael (EVP, Chief Client Officer) | Sale | 10,000 | 27.66 | 276,600 |
| 2020-08-03 | Mehta Mukesh (EVP, Chief Information Officer) | Sale | 10,000 | 27.64 | 276,350 |
| 2020-08-03 | Chafkin Jeremiah H (EVP, Chief Investment Officer) | Sale | 7,934 | 27.66 | 219,454 |
| 2020-07-20 | Hahn John (SVP, Finance & Reporting (PAO)) | Sale | 4,252 | 28.00 | 119,056 |
| 2020-07-20 | Hahn John (SVP, Finance & Reporting (PAO)) | Option Ex | 4,252 | 22.00 | 93,544 |
| 2020-07-10 | Angus Ted F. (EVP, General Counsel) | Sale | 9,447 | 27.16 | 256,580 |
| 2020-07-02 | Kim Michael (EVP, Chief Client Officer) | Sale | 1,939 | 27.22 | 52,779 |
| 2020-07-02 | Mehta Mukesh (EVP, Chief Information Officer) | Sale | 2,995 | 27.23 | 81,553 |
| 2020-07-01 | Kim Michael (EVP, Chief Client Officer) | Sale | 8,061 | 26.80 | 216,034 |
| 2020-07-01 | Mehta Mukesh (EVP, Chief Information Officer) | Sale | 7,005 | 26.77 | 187,558 |
| 2020-07-01 | Chafkin Jeremiah H (EVP, Chief Investment Officer) | Sale | 7,934 | 26.80 | 212,631 |
| 2020-06-23 | Wolfsen Natalie Grace (EVP, Chief Solutions Officer) | Sale | 16,983 | 28.18 | 478,580 |
| 2020-06-22 | Wolfsen Natalie Grace (EVP, Chief Solutions Officer) | Sale | 5,191 | 28.02 | 145,451 |
| 2020-06-19 | Wolfsen Natalie Grace (EVP, Chief Solutions Officer) | Sale | 100 | 27.99 | 2,799 |
| 2020-06-11 | Zyla Gary G. (EVP, Chief Financial Officer) | Sale | 5,268 | 26.55 | 139,849 |
| 2020-06-11 | Goldman Charles G (Chief Executive Officer) | Sale | 7,891 | 26.20 | 206,704 |
| 2020-06-10 | Hahn John (SVP, Finance & Reporting (PAO)) | Sale | 6,675 | 27.72 | 185,010 |
| 2020-06-10 | Zyla Gary G. (EVP, Chief Financial Officer) | Sale | 10,232 | 27.73 | 283,784 |
| 2020-06-10 | Wolfsen Natalie Grace (EVP, Chief Solutions Officer) | Sale | 6,792 | 28.00 | 190,176 |
| 2020-06-10 | Angus Ted F. (EVP, General Counsel) | Sale | 9,447 | 27.82 | 262,768 |
| 2020-06-10 | Goldman Charles G (President and CEO) | Sale | 10,221 | 27.81 | 284,246 |
| 2020-06-09 | Wolfsen Natalie Grace (EVP, Chief Solutions Officer) | Sale | 19,440 | 28.55 | 555,012 |
| 2020-06-09 | Goldman Charles G (President and CEO) | Sale | 9,685 | 28.56 | 276,603 |
| 2020-06-08 | Wolfsen Natalie Grace (EVP, Chief Solutions Officer) | Sale | 15,852 | 28.40 | 450,196 |
| 2020-06-08 | Goldman Charles G (President and CEO) | Sale | 11,276 | 28.12 | 317,081 |
| 2020-06-05 | Goldman Charles G (President and CEO) | Sale | 11,730 | 27.28 | 319,994 |
| 2020-06-04 | Goldman Charles G (President and CEO) | Sale | 6,835 | 26.24 | 179,350 |
| 2020-06-03 | Minta-jacobs Esi (EVP, HR & Project Management) | Sale | 443 | 27.00 | 11,961 |
| 2020-06-03 | Goldman Charles G (President and CEO) | Sale | 10,085 | 27.10 | 273,303 |
| 2020-06-02 | Goldman Charles G (President and CEO) | Sale | 8,699 | 26.52 | 230,697 |
| 2020-06-01 | Kim Michael (EVP, Chief Client Officer) | Sale | 10,000 | 25.78 | 257,800 |
| 2020-06-01 | Mehta Mukesh (EVP, Chief Information Officer) | Sale | 10,000 | 26.05 | 260,530 |
| 2020-06-01 | Goldman Charles G (President and CEO) | Sale | 12,706 | 25.77 | 327,370 |
| 2020-06-01 | Chafkin Jeremiah H (EVP, Chief Investment Officer) | Sale | 7,934 | 25.85 | 205,093 |
| 2020-05-29 | Goldman Charles G (President and CEO) | Sale | 16,949 | 26.31 | 445,928 |
| 2020-05-28 | Minta-jacobs Esi (EVP, HR & Project Management) | Sale | 1,000 | 27.03 | 27,030 |
| 2020-05-28 | Goldman Charles G (President and CEO) | Sale | 18,773 | 26.41 | 495,701 |
| 2020-05-27 | Minta-jacobs Esi (EVP, HR & Project Management) | Sale | 3,710 | 27.03 | 100,281 |
| 2020-05-27 | Goldman Charles G (President and CEO) | Sale | 21,991 | 26.91 | 591,777 |
| 2020-05-26 | Minta-jacobs Esi (EVP, HR & Project Management) | Sale | 1,736 | 27.10 | 47,045 |
| 2020-05-26 | Goldman Charles G (President and CEO) | Sale | 45,300 | 26.48 | 1,199,679 |
| 2020-05-22 | Minta-jacobs Esi (EVP, HR & Project Management) | Sale | 1,103 | 27.00 | 29,781 |
| 2020-05-22 | Goldman Charles G (President and CEO) | Sale | 19,373 | 26.73 | 517,743 |
| 2020-05-21 | Minta-jacobs Esi (EVP, HR & Project Management) | Sale | 2,008 | 27.00 | 54,216 |
| 2020-05-21 | Goldman Charles G (President and CEO) | Sale | 29,278 | 26.73 | 782,454 |
| 2020-05-20 | Goldman Charles G (President and CEO) | Sale | 11,031 | 26.46 | 291,880 |
| 2020-05-19 | Goldman Charles G (President and CEO) | Sale | 20,708 | 25.47 | 527,432 |
| 2020-05-18 | Kim Michael (EVP, Chief Client Officer) | Sale | 1,763 | 25.29 | 44,586 |
| 2020-05-18 | Goldman Charles G (President and CEO) | Sale | 41,928 | 25.57 | 1,072,098 |
| 2020-05-15 | Goldman Charles G (President and CEO) | Sale | 7,708 | 24.51 | 188,923 |
| 2020-05-12 | Zyla Gary G. (EVP, Chief Financial Officer) | Sale | 2,619 | 23.71 | 62,096 |
| 2020-05-12 | Goldman Charles G (President and CEO) | Sale | 700 | 24.02 | 16,814 |
| 2020-05-11 | Zyla Gary G. (EVP, Chief Financial Officer) | Sale | 12,881 | 24.24 | 312,235 |
| 2020-05-11 | Angus Ted F. (EVP, General Counsel) | Sale | 9,447 | 24.14 | 228,050 |
| 2020-05-11 | Goldman Charles G (President and CEO) | Sale | 5,423 | 24.07 | 130,531 |
| 2020-05-08 | Kim Michael (EVP, Chief Client Officer) | Sale | 15,637 | 25.04 | 391,550 |
| 2020-05-08 | Mehta Mukesh (EVP, Chief Information Officer) | Sale | 13,200 | 25.04 | 330,528 |
| 2020-05-08 | Goldman Charles G (President and CEO) | Sale | 51,556 | 24.77 | 1,277,299 |
| 2020-05-07 | Kim Michael (EVP, Chief Client Officer) | Sale | 2,600 | 25.00 | 65,000 |
| 2020-05-07 | Mehta Mukesh (EVP, Chief Information Officer) | Sale | 6,800 | 25.00 | 170,000 |
| 2020-05-07 | Goldman Charles G (President and CEO) | Sale | 30,434 | 24.70 | 751,719 |
| 2020-05-06 | Goldman Charles G (President and CEO) | Sale | 48,322 | 23.37 | 1,129,140 |
| 2020-05-05 | Goldman Charles G (President and CEO) | Sale | 11,819 | 23.83 | 281,646 |
| 2020-05-04 | Goldman Charles G (President and CEO) | Sale | 88,317 | 23.45 | 2,071,033 |
| 2020-05-01 | Goldman Charles G (President and CEO) | Sale | 25,825 | 23.87 | 616,442 |
| 2020-05-01 | Chafkin Jeremiah H (EVP, Chief Investment Officer) | Sale | 7,934 | 23.41 | 185,734 |
| 2020-04-30 | Wolfsen Natalie Grace (EVP, Chief Solutions Officer) | Sale | 6,083 | 24.04 | 146,235 |
| 2020-04-30 | Goldman Charles G (President and CEO) | Sale | 39,102 | 23.86 | 933,169 |
| 2020-04-29 | Wolfsen Natalie Grace (EVP, Chief Solutions Officer) | Sale | 13,917 | 23.99 | 333,868 |
| 2020-04-29 | Hansen Carrie E. (EVP, Chief Operating Officer) | Sale | 8,930 | 23.43 | 209,229 |
| 2020-04-29 | Goldman Charles G (President and CEO) | Sale | 29,318 | 23.50 | 688,826 |
| 2020-04-29 | Chafkin Jeremiah H (EVP, Chief Investment Officer) | Sale | 7,074 | 23.43 | 165,743 |
| 2020-04-28 | Hansen Carrie E. (EVP, Chief Operating Officer) | Sale | 5,595 | 22.27 | 124,600 |
| 2020-04-28 | Goldman Charles G (President and CEO) | Sale | 11,160 | 22.27 | 248,533 |
| 2020-04-27 | Wolfsen Natalie Grace (EVP, Chief Solutions Officer) | Sale | 2,500 | 22.63 | 56,575 |
| 2020-04-27 | Hansen Carrie E. (EVP, Chief Operating Officer) | Sale | 3,172 | 22.64 | 71,814 |
| 2020-04-27 | Goldman Charles G (President and CEO) | Sale | 6,320 | 22.64 | 143,084 |
| 2020-04-27 | Chafkin Jeremiah H (EVP, Chief Investment Officer) | Sale | 860 | 23.02 | 19,797 |
| 2020-04-24 | Hansen Carrie E. (EVP, Chief Operating Officer) | Sale | 2,100 | 22.21 | 46,641 |
| 2020-04-24 | Goldman Charles G (President and CEO) | Sale | 4,115 | 22.21 | 91,394 |
| 2020-04-23 | Hansen Carrie E. (EVP, Chief Operating Officer) | Sale | 11,796 | 22.16 | 261,399 |
| 2020-04-23 | Angus Ted F. (EVP, General Counsel) | Sale | 4,946 | 22.16 | 109,603 |
| 2020-04-23 | Goldman Charles G (President and CEO) | Sale | 23,411 | 22.15 | 518,553 |
| 2020-04-22 | Goldman Charles G (President and CEO) | Sale | 63 | 22.04 | 1,388 |
| 2020-04-17 | Hansen Carrie E. (EVP, Chief Operating Officer) | Sale | 3,668 | 22.09 | 81,026 |
| 2020-04-17 | Angus Ted F. (EVP, General Counsel) | Sale | 4,200 | 22.11 | 92,862 |
| 2020-04-17 | Goldman Charles G (President and CEO) | Sale | 7,040 | 22.09 | 155,513 |
| 2020-04-14 | Zyla Gary G. (EVP, Chief Financial Officer) | Sale | 7,464 | 21.25 | 158,610 |
| 2020-04-14 | Hansen Carrie E. (EVP, Chief Operating Officer) | Sale | 300 | 22.00 | 6,600 |
| 2020-04-14 | Angus Ted F. (EVP & General Counsel) | Sale | 300 | 22.00 | 6,600 |
| 2020-04-14 | Goldman Charles G (President and CEO) | Sale | 550 | 22.00 | 12,100 |
| 2020-04-13 | Zyla Gary G. (EVP, Chief Financial Officer) | Sale | 8,036 | 20.78 | 166,988 |
| 2020-04-13 | Wolfsen Natalie Grace (EVP, Chief Solutions Officer) | Sale | 2,500 | 20.80 | 51,987 |
| 2020-04-09 | Hansen Carrie E. (EVP, Chief Operating Officer) | Sale | 1,500 | 22.03 | 33,045 |
| 2020-04-09 | Goldman Charles G (President and CEO) | Sale | 3,000 | 22.04 | 66,120 |
| 2020-04-08 | Hansen Carrie E. (EVP, Chief Operating Officer) | Sale | 600 | 22.00 | 13,200 |
| 2020-04-08 | Goldman Charles G (President and CEO) | Sale | 1,200 | 22.00 | 26,400 |
| 2020-03-30 | Wolfsen Natalie Grace (EVP, Chief Solutions Officer) | Sale | 2,500 | 20.00 | 50,000 |
| 2020-03-26 | Wolfsen Natalie Grace (EVP, Chief Solutions Officer) | Sale | 2,500 | 19.99 | 49,974 |
| 2020-03-11 | Zyla Gary G. (EVP, Chief Financial Officer) | Sale | 6,611 | 21.84 | 144,384 |
| 2020-03-11 | Hansen Carrie E. (EVP, Chief Operating Officer) | Sale | 6,269 | 22.23 | 139,359 |
| 2020-03-11 | Angus Ted F. (EVP, General Counsel) | Sale | 746 | 22.39 | 16,702 |
| 2020-03-11 | Goldman Charles G (President and CEO) | Sale | 6,330 | 22.22 | 140,652 |
| 2020-03-10 | Zyla Gary G. (EVP, Chief Financial Officer) | Sale | 8,889 | 22.80 | 202,669 |
| 2020-03-10 | Hansen Carrie E. (EVP, Chief Operating Officer) | Sale | 8,886 | 22.80 | 202,600 |
| 2020-03-10 | Angus Ted F. (EVP, General Counsel) | Sale | 8,700 | 23.24 | 202,188 |
| 2020-03-10 | Goldman Charles G (President and CEO) | Sale | 8,733 | 22.78 | 198,937 |
| 2020-03-09 | Hansen Carrie E. (EVP, Chief Operating Officer) | Sale | 19,189 | 23.56 | 452,035 |
| 2020-03-09 | Goldman Charles G (President and CEO) | Sale | 19,174 | 23.54 | 451,355 |
| 2020-03-06 | Hansen Carrie E. (EVP, Chief Operating Officer) | Sale | 13,240 | 25.29 | 334,839 |
| 2020-03-06 | Goldman Charles G (President and CEO) | Sale | 13,413 | 25.30 | 339,348 |
| 2020-03-05 | Hansen Carrie E. (EVP, Chief Operating Officer) | Sale | 4,614 | 25.93 | 119,641 |
| 2020-03-05 | Goldman Charles G (President and CEO) | Sale | 4,700 | 25.95 | 121,965 |
| 2020-03-04 | Hansen Carrie E. (EVP, Chief Operating Officer) | Sale | 5,724 | 26.75 | 153,117 |
| 2020-03-04 | Goldman Charles G (President and CEO) | Sale | 5,760 | 26.86 | 154,713 |
| 2020-03-03 | Wolfsen Natalie Grace (EVP, Chief Solutions Officer) | Sale | 3,641 | 26.41 | 96,158 |
| 2020-03-03 | Mehta Mukesh (EVP, Chief Information Officer) | Sale | 6,120 | 26.38 | 161,445 |
| 2020-03-03 | Hansen Carrie E. (EVP, Chief Operating Officer) | Sale | 8,408 | 26.36 | 221,634 |
| 2020-03-03 | Goldman Charles G (President and CEO) | Sale | 8,727 | 26.35 | 229,956 |
| 2020-03-03 | Chafkin Jeremiah H (EVP, Chief Investment Officer) | Sale | 4,029 | 26.43 | 106,486 |
| 2020-03-02 | Wolfsen Natalie Grace (EVP, Chief Solutions Officer) | Sale | 3,859 | 25.80 | 99,581 |
| 2020-03-02 | Mehta Mukesh (EVP, Chief Information Officer) | Sale | 3,880 | 25.81 | 100,142 |
| 2020-03-02 | Hansen Carrie E. (EVP, Chief Operating Officer) | Sale | 4,815 | 25.83 | 124,371 |
| 2020-03-02 | Goldman Charles G (President and CEO) | Sale | 4,859 | 25.82 | 125,435 |
| 2020-03-02 | Chafkin Jeremiah H (EVP, Chief Investment Officer) | Sale | 3,905 | 25.82 | 100,807 |
| 2019-07-22 | Huatai International Investment Holdings Ltd | Sale | 8,125,000 | 20.57 | 167,131,250 |
| 2019-07-22 | Mehta Mukesh (EVP, Chief Information Officer) | Buy | 500 | 22.00 | 11,000 |
Insider trading activities including stock purchases, stock sales, and option exercises
of AMK listed in the above tables cannot be completely guaranteed as to their accuracy.
For more insider trading information of Assetmark Financial Holdings, Inc. (symbol AMK,
CIK number 1591587) see
the Securities and Exchange Commission (SEC) website.