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AssetMark Financial Holdings, Inc. (AMK) Create: Alert

All | News | Filings
Date FiledTypeDescription
08/11/2023 13F-NT Form 13F-NT - Quarterly report filed by institutional managers, Notice:
08/04/2023 10-Q Quarterly Report for the period ended June 30, 2023
08/02/2023 8-K Quarterly results
Docs: "AssetMark Reports $100.8B Platform Assets for Second Quarter 2023"
06/12/2023 4 Zyla Gary G. (EVP, CFO) has filed a Form 4 on AssetMark Financial Holdings, Inc.
Txns: Granted 15,157 shares @ $0
Sold 3,318 shares @ $30.04, valued at $99.7k
Sold 855 shares @ $29.61, valued at $25.3k
Granted 15,905 rights @ $30.3, valued at $481.9k
Granted 49,052 rights @ $30.3, valued at $1.5M
06/12/2023 4 Kim Michael (President & CCO) has filed a Form 4 on AssetMark Financial Holdings, Inc.
Txns: Granted 18,085 shares @ $0
Sold 4,979 shares @ $30.04, valued at $149.6k
Sold 1,348 shares @ $29.61, valued at $39.9k
Granted 117,057 rights @ $30.3, valued at $3.5M
Granted 37,955 rights @ $30.3, valued at $1.2M
06/12/2023 4 Wolfsen Natalie Grace (EVP, CEO) has filed a Form 4 on AssetMark Financial Holdings, Inc.
Txns: Granted 26,697 shares @ $0
Sold 7,186 shares @ $30.04, valued at $215.9k
Sold 1,348 shares @ $29.61, valued at $39.9k
Granted 172,798 rights @ $30.3, valued at $5.2M
Granted 56,029 rights @ $30.3, valued at $1.7M
06/12/2023 4 Hansen Carrie E. (EVP, COO) has filed a Form 4 on AssetMark Financial Holdings, Inc.
Txns: Granted 37,892 shares @ $0
Sold 3,318 shares @ $30.04, valued at $99.7k
Sold 855 shares @ $29.61, valued at $25.3k
06/12/2023 4 Mehta Mukesh (EVP, Chief Information Officer) has filed a Form 4 on AssetMark Financial Holdings, Inc.
Txns: Granted 37,892 shares @ $0
Sold 3,318 shares @ $30.04, valued at $99.7k
Sold 855 shares @ $29.61, valued at $25.3k
06/12/2023 4 Angus Ted F. (EVP, General Counsel) has filed a Form 4 on AssetMark Financial Holdings, Inc.
Txns: Granted 37,892 shares @ $0
Sold 3,318 shares @ $30.04, valued at $99.7k
Sold 855 shares @ $29.61, valued at $25.3k
06/12/2023 4 McNatt Joel David JR (EVP, Investment Solutions) has filed a Form 4 on AssetMark Financial Holdings, Inc.
Txns: Granted 29,280 shares @ $0
Sold 1,456 shares @ $30.04, valued at $43.7k
Sold 300 shares @ $29.61, valued at $8.9k
06/12/2023 4 Minta-Jacobs Esi (EVP, HR & Project Management) has filed a Form 4 on AssetMark Financial Holdings, Inc.
Txns: Granted 12,056 shares @ $0
Sold 1,057 shares @ $30.04, valued at $31.8k
Sold 300 shares @ $29.61, valued at $8.9k
06/12/2023 4 VELLI JOSEPH M (Director) has filed a Form 4 on AssetMark Financial Holdings, Inc.
Txns: Granted 4,478 shares @ $0
06/12/2023 4 Guinn Patricia Lynn (Director) has filed a Form 4 on AssetMark Financial Holdings, Inc.
Txns: Granted 4,478 shares @ $0
06/12/2023 4 Bhagat Rohit (Director) has filed a Form 4 on AssetMark Financial Holdings, Inc.
Txns: Granted 4,478 shares @ $0
06/07/2023 8-K Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year, Submission of Matters to a Vote of Security Holders...
Docs: "STATE OF DELAWARE CERTIFICATE OF AMENDMENT"
05/18/2023 4 Angus Ted F. (EVP, General Counsel) has filed a Form 4 on AssetMark Financial Holdings, Inc.
Txns: Sold 5,637 shares @ $28.12, valued at $158.5k
05/18/2023 4 Minta-Jacobs Esi (EVP, HR & Project Management) has filed a Form 4 on AssetMark Financial Holdings, Inc.
Txns: Sold 6,000 shares @ $28.12, valued at $168.7k
05/17/2023 144 Form 144 - Report of proposed sale of securities:
05/17/2023 144 Form 144 - Report of proposed sale of securities:
05/10/2023 4 Zyla Gary G. (EVP, CFO) has filed a Form 4 on AssetMark Financial Holdings, Inc.
Txns: Sold 8,958 shares @ $26.83, valued at $240.3k
05/08/2023 144 Form 144 - Report of proposed sale of securities:
05/05/2023 10-Q Quarterly Report for the period ended March 31, 2023
05/05/2023 13F-NT Form 13F-NT - Quarterly report filed by institutional managers, Notice:
05/03/2023 8-K Quarterly results
04/17/2023 ARS Form ARS - Annual Report to Security Holders:
04/17/2023 DEFA14A Form DEFA14A - Additional definitive proxy soliciting materials and Rule 14(a)(12) material:
04/17/2023 DEF 14A Form DEF 14A - Other definitive proxy statements:
04/05/2023 PRE 14A Form PRE 14A - Other preliminary proxy statements:
03/17/2023 4 Form 4 - Statement of changes in beneficial ownership of securities:
03/14/2023 10-K Annual Report for the period ended December 31, 2022
02/22/2023 8-K Quarterly results
Docs: "AssetMark Reports $91.5B Platform Assets for Fourth Quarter 2022"
02/10/2023 13F-NT Form 13F-NT - Quarterly report filed by institutional managers, Notice:
01/31/2023 4 Form 4 - Statement of changes in beneficial ownership of securities:
12/15/2022 8-K Quarterly results
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