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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
1y
10
80%
-10%
1
MEHTA MUKESH
VP,IO
S
$25,317
855
---
6/9/23
---
$29.61
313,671
-0.3
D
R
6/12/23 - 7:08:56 pm
2
1y
15
53%
3%
1
ANGUS TED F
VP,GC
S
$25,317
855
---
6/9/23
---
$29.61
130,710
-0.6
D
R
6/12/23 - 7:08:13 pm
3
    
 
MCNATT JOEL DAVID JR
VP,FO
S
$8,883
300
---
6/9/23
---
$29.61
60,319
-0.5
D
R
6/12/23 - 7:07:02 pm
4
    
 
MINTA JACOBS ESI
VP,HR
S
$8,883
300
---
6/9/23
---
$29.61
69,295
-0.4
D
R
6/12/23 - 7:06:06 pm
5
    
 
ZYLA GARY G
VP,CFO
JB
---
15,157
---
6/8/23
---
---
104,754
16.9
D
R
6/12/23 - 7:42:19 pm
6
    
 
KIM MICHAEL
PR,CCO
JB
---
18,085
---
6/8/23
---
---
340,635
5.6
D
R
6/12/23 - 7:41:41 pm
7
    
 
WOLFSEN NATALIE GRACE
VP,CEO,DIR
JB
---
26,697
---
6/8/23
---
---
439,268
6.5
D
R
6/12/23 - 7:41:06 pm
8
    
 
HANSEN CARRIE E
VP,COO
JB
$99,673
41,210
---
6/8/23
---
$30.04
160,866
34.4
D
R
6/12/23 - 7:09:30 pm
9
    
 
MEHTA MUKESH
VP,IO
JB
$99,673
41,210
---
6/8/23
---
$30.04
317,844
14.9
D
R
6/12/23 - 7:08:56 pm
10
    
 
ANGUS TED F
VP,GC
JB
$99,673
3,318
---
6/8/23
---
$30.04
131,565
-2.5
D
R
6/12/23 - 7:08:13 pm
11
    
 
ANGUS TED F
VP,GC
JB
---
37,892
---
6/8/23
---
---
134,883
39.1
D
R
6/12/23 - 7:08:13 pm
12
    
 
ANGUS TED F
VP,GC
JB
$99,673
41,210
---
6/8/23
---
$30.04
134,883
44.0
D
R
6/12/23 - 7:08:13 pm
13
    
 
MCNATT JOEL DAVID JR
VP,FO
JB
$43,738
30,736
---
6/8/23
---
$30.04
62,075
98.1
D
R
6/12/23 - 7:07:02 pm
14
    
 
MINTA JACOBS ESI
VP,HR
JB
$31,752
13,113
---
6/8/23
---
$30.04
70,652
22.8
D
R
6/12/23 - 7:06:06 pm
15
    
 
VELLI JOSEPH M
DIR
JB
---
4,478
---
6/8/23
---
---
20,616
27.7
D
R
6/12/23 - 7:05:23 pm
16
    
 
GUINN PATRICIA LYNN
DIR
JB
---
4,478
---
6/8/23
---
---
26,525
20.3
D
R
6/12/23 - 7:03:31 pm
17
    
 
BHAGAT ROHIT
DIR
JB
---
4,478
---
6/8/23
---
---
68,221
7.0
D
R
6/12/23 - 7:02:08 pm
18
1y
15
53%
3%
1
ANGUS TED F
VP,GC
S
$158,512
5,637
---
5/17/23
---
$28.12
96,991
-5.5
D
---
5/18/23 - 7:14:51 pm
19
    
 
MINTA JACOBS ESI
VP,HR
S
$168,720
6,000
---
5/17/23
---
$28.12
58,596
-9.3
D
---
5/18/23 - 7:13:38 pm
20
    
 
ZYLA GARY G
VP,CFO
S
$240,343
8,958
---
5/8/23
---
$26.83
89,597
-9.1
D
---
5/10/23 - 4:56:24 pm
21
    
 
KIM MICHAEL
PR,CCO
JS
---
250,000
---
3/17/23
---
---
41,390
-85.8
I
---
3/17/23 - 7:51:27 pm
22
    
 
KIM MICHAEL
PR,CCO
JB
---
250,000
---
3/17/23
---
---
322,550
344.6
D
---
3/17/23 - 7:51:27 pm
23
1y
15
47%
7%
1
WOLFSEN NATALIE GRACE
VP,CEO
S
$175,555
5,545
---
3/6/23
---
$31.66
412,571
-1.3
D
R
3/7/23 - 4:58:52 pm
24
    
 
KIM MICHAEL
PR,CCO
S
$128,033
4,044
---
3/6/23
---
$31.66
72,550
-5.3
D
R
3/7/23 - 4:57:38 pm
25
    
 
KIM MICHAEL
PR,CCO
JS
---
3,300
---
1/3/23
---
---
291,390
-1.1
I
---
1/31/23 - 5:35:04 pm
26
    
 
KIM MICHAEL
PR,CCO
JB
---
295,764
12/28/22
1/3/23
---
---
294,690
---
I
---
1/31/23 - 5:35:04 pm
27
    
 
KIM MICHAEL
PR,CCO
JS
---
294,664
---
12/28/22
---
---
76,594
-79.4
D
---
1/31/23 - 5:35:04 pm
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