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 B  AB  JB*  OB  OE*  OE
 S  AS  JS*  OS  OS*  3
 JB
 JS
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Detailed Insider History for:
ASSETMARK FINANCIAL HOLDINGS INC: AMK
Price: 9/6/24 52-Wk
High		 52-Wk
Low		 Mkt Cap (mm) Shrs Out (mm) 3-Mth Ave
Vol (m)		 Ind. Yield Short Int
% Float		 Inst. Owned Insider Owned
$35.24 $37.54 $22.92 $2,637 75 497 0.0% 5.0% 32.66% 69.10%
Exch Sector Industry Sub-Industry
NYSE Manufacturing Electronic And Other Electrical Equipment And Components, Except Computer Equipment Electronic Components & Accessories
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#
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Insider Statistics
T N H M S
Filer Name
Insider Title
Trans Type
Dollar Value
Shares Traded
Trans Date From
Trans Date To
Trans Price From
Trans Price To
Total Holdings
Delta % Owned
Owned
Other Info
Input Date
1
    
 
HUATAI SECURITIES CO LTD
BO
JS*
$1,793,301,376
50,873,800
---
9/5/24
---
$35.25
---
All
I
---
9/6/24 - 4:07:47 pm
2
    
 
MINTA JACOBS ESI
HR
JS
$2,353,502
66,766
---
9/5/24
---
$35.25
---
All
D
R
9/6/24 - 4:07:22 pm
3
    
 
MCNATT JOEL DAVID JR
VP,FO
JS
$315,276
8,944
---
9/5/24
---
$35.25
---
All
I
R
9/6/24 - 4:06:52 pm
4
    
 
MCNATT JOEL DAVID JR
VP,FO
JS
$1,007,621
28,585
---
9/5/24
---
$35.25
---
All
D
R
9/6/24 - 4:06:52 pm
5
    
 
MEHTA MUKESH
VP,IO
JS
$7,913,801
224,505
---
9/5/24
---
$35.25
---
All
D
R
9/6/24 - 4:06:26 pm
6
    
 
MEHTA MUKESH
VP,IO
JS
$2,830,082
262,451
9/3/24
9/5/24
---
$35.25
---
All
I
R
9/6/24 - 4:06:26 pm
7
    
 
HANSEN CARRIE E
VP,COO
JS
$3,226,538
91,533
---
9/5/24
---
$35.25
---
All
D
R
9/6/24 - 4:06:00 pm
8
    
 
HANSEN CARRIE E
VP,COO
JS
$1,512,437
42,906
---
9/5/24
---
$35.25
---
All
I
R
9/6/24 - 4:06:00 pm
9
    
 
ANGUS TED F
VP,GC
JS
$3,801,748
107,851
---
9/5/24
---
$35.25
---
All
D
R
9/6/24 - 4:05:39 pm
10
    
 
ANGUS TED F
VP,GC
JS
$40,855
1,159
---
9/5/24
---
$35.25
---
All
I
R
9/6/24 - 4:05:39 pm
11
    
 
ZYLA GARY G
VP,CFO
JS
$3,168,799
89,895
---
9/5/24
---
$35.25
---
All
D
R
9/6/24 - 4:05:03 pm
12
    
 
KIM MICHAEL
CEO,PR,DIR
JS
$12,541,738
355,794
---
9/5/24
---
$35.25
---
All
D
R
9/6/24 - 4:04:32 pm
13
    
 
KIM MICHAEL
CEO,PR,DIR
JS
$1,332,732
37,808
---
9/5/24
---
$35.25
---
All
I
R
9/6/24 - 4:04:32 pm
14
    
 
BHAGAT ROHIT
DIR
JS
$2,081,477
59,049
---
9/5/24
---
$35.25
---
All
D
---
9/6/24 - 4:03:58 pm
15
    
 
GUINN PATRICIA LYNN
DIR
JS
$935,006
26,525
---
9/5/24
---
$35.25
---
All
D
---
9/6/24 - 4:03:28 pm
16
    
 
VELLI JOSEPH M
DIR
JS
$726,714
20,616
---
9/5/24
---
$35.25
---
All
D
---
9/6/24 - 4:02:55 pm
17
    
 
MEHTA MUKESH
VP,IO
JB
---
182,165
---
9/3/24
---
---
224,505
430.2
D
R
9/6/24 - 4:06:26 pm
18
    
 
KIM MICHAEL
CEO,PR,DIR
JS
---
34,731
---
8/30/24
---
---
355,794
-8.9
D
---
9/3/24 - 5:29:41 pm
19
    
 
KIM MICHAEL
CEO,PR,DIR
JB
---
37,808
8/29/24
8/30/24
---
---
37,808
New
I
---
9/3/24 - 5:29:41 pm
20
    
 
BHAGAT ROHIT
DIR
JS
---
9,172
8/29/24
8/30/24
---
---
59,049
-13.4
D
---
9/3/24 - 5:09:57 pm
21
    
 
KIM MICHAEL
CEO,PR,DIR
JS
---
41,390
8/27/24
8/29/24
---
---
---
All
I
---
9/3/24 - 5:29:41 pm
22
    
 
HANSEN CARRIE E
VP,COO
JS
---
42,906
---
8/28/24
---
---
91,533
-31.9
D
---
8/30/24 - 7:07:24 pm
23
    
 
HANSEN CARRIE E
VP,COO
JB
---
42,906
---
8/28/24
---
---
42,906
New
I
---
8/30/24 - 7:07:24 pm
24
    
 
KIM MICHAEL
CEO,PR,DIR
JB
---
38,313
---
8/27/24
---
---
390,525
10.9
D
---
9/3/24 - 5:29:41 pm
25
    
 
HANSEN CARRIE E
VP,COO
JS
---
143
---
8/20/24
---
---
134,439
-0.1
D
---
8/21/24 - 7:40:05 pm
26
    
 
MEHTA MUKESH
VP,IO
JS
---
262,451
---
8/13/24
---
---
42,340
-86.1
D
---
8/15/24 - 7:44:40 pm
27
    
 
MEHTA MUKESH
VP,IO
JB
---
262,451
---
8/13/24
---
---
262,451
New
I
---
8/15/24 - 7:44:40 pm
28
    
 
MCNATT JOEL DAVID JR
VP,FO
JS
---
13,974
---
8/7/24
---
---
28,585
-32.8
D
---
8/7/24 - 7:06:16 pm
29
    
 
ZYLA GARY G
VP,CFO
JS
---
2,900
---
7/30/24
---
---
89,895
-3.1
D
---
7/31/24 - 5:49:39 pm
30
    
 
MCNATT JOEL DAVID JR
VP,FO
JS
---
11,367
---
7/26/24
---
---
42,559
-21.1
D
---
7/29/24 - 6:07:25 pm
31
    
 
MCNATT JOEL DAVID JR
VP,FO
JB
---
8,944
---
7/26/24
---
---
6,864
---
I
---
7/29/24 - 6:07:25 pm
32
    
 
KIM MICHAEL
CEO,PR,DIR
JS
---
3,120
---
7/25/24
---
---
352,212
-0.9
D
---
7/29/24 - 6:06:44 pm
33
    
 
ANGUS TED F
VP,GC
JB
---
1,159
---
7/23/24
---
---
1,159
New
I
A
7/29/24 - 6:06:16 pm
34
    
 
ANGUS TED F
VP,GC
JS
---
5,960
---
7/23/24
---
---
107,851
-5.2
D
---
7/23/24 - 5:38:04 pm
35
    
 
ZYLA GARY G
VP,CFO
S
$267,817
7,786
---
6/10/24
---
$34.33
92,795
-7.7
D
R
6/11/24 - 8:17:10 pm
36
    
 
MINTA JACOBS ESI
HR
S
$86,998
2,529
---
6/10/24
---
$34.33
66,766
-3.6
D
R
6/11/24 - 8:16:43 pm
37
1y
11
73%
-7%
1
MEHTA MUKESH
VP,IO
S
$305,461
8,880
---
6/10/24
---
$34.33
304,791
-2.8
D
R
6/11/24 - 8:16:12 pm
38
    
 
MCNATT JOEL DAVID JR
VP,FO
S
$181,203
5,267
---
6/10/24
---
$34.33
53,926
-8.9
D
R
6/11/24 - 8:14:12 pm
39
    
 
KIM MICHAEL
CEO,PR,DIR
S
$324,893
9,445
---
6/10/24
---
$34.33
355,332
-2.6
D
R
6/11/24 - 8:13:38 pm
40
1y
18
50%
4%
1
HANSEN CARRIE E
VP,COO
S
$365,025
10,611
---
6/10/24
---
$34.33
134,582
-7.3
D
R
6/11/24 - 8:12:58 pm
41
1y
18
44%
6%
1
ANGUS TED F
VP,GC
S
$331,406
9,634
---
6/10/24
---
$34.33
113,811
-7.8
D
R
6/11/24 - 8:12:15 pm
42
    
 
KIM MICHAEL
CEO,PR,DIR
S
$416,285
11,833
---
3/4/24
---
$35.18
364,777
-3.1
D
R
3/5/24 - 5:10:52 pm
43
1y
18
50%
4%
1
HANSEN CARRIE E
VP,COO
S
$301,070
11,500
---
12/6/23
---
$26.18
145,193
-7.3
D
---
12/7/23 - 5:43:16 pm
44
    
 
MCNATT JOEL DAVID JR
VP,FO
S
$100,680
4,000
---
11/17/23
---
$25.17
56,319
-6.6
D
---
1/26/24 - 5:31:51 pm
45
    
 
KIM MICHAEL
CEO,PR,DIR
JB
---
42,302
---
10/24/23
---
---
376,610
12.7
D
R
10/26/23 - 4:36:10 pm
46
1y
18
44%
6%
1
ANGUS TED F
VP,GC
S
$204,582
7,265
---
6/14/23
---
$28.16
123,445
-5.6
D
---
6/15/23 - 4:47:21 pm
47
    
 
ZYLA GARY G
VP,CFO
S
$124,989
4,173
6/8/23
6/9/23
---
$29.61
100,581
-4.0
D
R
6/12/23 - 7:42:19 pm
48
    
 
KIM MICHAEL
PR,CCO
S
$189,483
6,327
6/8/23
6/9/23
---
$29.61
334,308
-1.9
D
R
6/12/23 - 7:41:41 pm
49
1y
17
41%
8%
1
WOLFSEN NATALIE GRACE
VP,CEO,DIR
S
$255,782
8,534
6/8/23
6/9/23
---
$29.61
430,734
-1.9
D
R
6/12/23 - 7:41:06 pm
50
1y
18
50%
4%
1
HANSEN CARRIE E
VP,COO
S
$25,317
855
---
6/9/23
---
$29.61
156,693
-0.5
D
R
6/12/23 - 7:09:30 pm
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