| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| AssetMark Financial Holdings, Inc. | Vice Chairman | Common Stock | 306,459 | $8,023,097 | $26.18 | 14 Sep 2021 | The Chafkin Family Revocable Living Trust |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| /report/000120919121056031-chafkin-jeremiah-h-2021-09-13 | AssetMark Financial Holdings, Inc. | 13 Sep 2021 | 2 | -$1,305,535 | 4 | Vice Chairman | 14 Sep 2021, 19:02 |
| /report/000120919121051437-chafkin-jeremiah-h-2021-08-11 | AssetMark Financial Holdings, Inc. | 11 Aug 2021 | 1 | -$1,327,500 | 4 | EVP, Chief Investment Officer | 13 Aug 2021, 17:11 |
| /report/000120919121054697-chafkin-jeremiah-h-2021-06-09-restatement | AssetMark Financial Holdings, Inc. | 09 Jun 2021 | 1 | -$11,042 | 4/A | EVP, Chief Investment Officer | 03 Sep 2021, 15:17 |