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>>
- Peter Lynch
What is insider trading>>
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 |
| 2024-06-10 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 |
| 2024-09-05 Disposition | 2024-09-06 4:07 pm | N/A N/A | AssetMark Financial Holdings Inc. | AMK | Minta-Jacobs Esi HR & Digital Product Solutions | 66,766 | $35.25 | 0 (Direct) | View |
| 2024-09-05 Disposition | 2024-09-06 4:07 pm | N/A 2029-07-17 | AssetMark Financial Holdings Inc. | AMK | Minta-Jacobs Esi HR & Digital Product Solutions | 90,487 | $0 | 0 (Direct) | View |
| 2024-09-05 Disposition | 2024-09-06 4:06 pm | N/A N/A | AssetMark Financial Holdings Inc. | AMK | McNatt Joel David JR EVP, Investment Solutions | 37,529 | $35.25 | 0 (Direct) | View |
| 2024-09-05 Disposition | 2024-09-06 4:06 pm | N/A 2029-07-17 | AssetMark Financial Holdings Inc. | AMK | McNatt Joel David JR EVP, Investment Solutions | 90,528 | $0 | 0 (Direct) | View |
| 2024-09-05 Disposition | 2024-09-06 4:06 pm | N/A N/A | AssetMark Financial Holdings Inc. | AMK | Mehta Mukesh EVP, Chief Information Officer | 304,791 | $35.25 | 0 (Direct) | View |
| 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 |
| 2024-09-05 Disposition | 2024-09-06 4:06 pm | N/A 2029-07-17 | AssetMark Financial Holdings Inc. | AMK | Mehta Mukesh EVP, Chief Information Officer | 298,346 | $0 | 0 (Direct) | View |
| 2024-09-05 Disposition | 2024-09-06 4:06 pm | N/A N/A | AssetMark Financial Holdings Inc. | AMK | Hansen Carrie E. EVP, Chief Operating Officer | 134,439 | $35.25 | 0 (Direct) | View |
| 2024-09-05 Disposition | 2024-09-06 4:06 pm | N/A 2029-07-19 | AssetMark Financial Holdings Inc. | AMK | Hansen Carrie E. EVP, Chief Operating Officer | 298,346 | $0 | 0 (Direct) | View |
| 2024-09-05 Disposition | 2024-09-06 4:05 pm | N/A N/A | AssetMark Financial Holdings Inc. | AMK | Angus Ted F. EVP, General Counsel | 109,010 | $35.25 | 0 (Direct) | View |
| 2024-09-05 Disposition | 2024-09-06 4:05 pm | N/A 2029-07-17 | AssetMark Financial Holdings Inc. | AMK | Angus Ted F. EVP, General Counsel | 298,346 | $0 | 0 (Direct) | View |
| 2024-09-05 Disposition | 2024-09-06 4:05 pm | N/A N/A | AssetMark Financial Holdings Inc. | AMK | Zyla Gary G. EVP, Chief Financial Officer | 89,895 | $35.25 | 0 (Direct) | View |
| 2024-09-05 Disposition | 2024-09-06 4:05 pm | N/A 2033-06-08 | AssetMark Financial Holdings Inc. | AMK | Zyla Gary G. EVP, Chief Financial Officer | 363,303 | $0 | 0 (Direct) | View |
| 2024-09-05 Disposition | 2024-09-06 4:04 pm | N/A N/A | AssetMark Financial Holdings Inc. | AMK | Kim Michael CEO and President | 393,602 | $35.25 | 0 (Direct) | View |
| 2024-09-05 Disposition | 2024-09-06 4:04 pm | N/A 2029-07-17 | AssetMark Financial Holdings Inc. | AMK | Kim Michael CEO and President | 669,179 | $0 | 0 (Direct) | View |
| 2024-09-05 Disposition | 2024-09-06 4:03 pm | N/A N/A | AssetMark Financial Holdings Inc. | AMK | Bhagat Rohit Director | 59,049 | $35.25 | 0 (Direct) | View |
| 2024-09-05 Disposition | 2024-09-06 4:03 pm | N/A N/A | AssetMark Financial Holdings Inc. | AMK | Guinn Patricia Lynn Director | 26,525 | $35.25 | 0 (Direct) | View |
| 2024-09-05 Disposition | 2024-09-06 4:02 pm | N/A N/A | AssetMark Financial Holdings Inc. | AMK | VELLI JOSEPH M Director | 20,616 | $35.25 | 0 (Direct) | 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 |