Natalie Grace Wolfsen

Insider Reports History

Entity
Individual
Location
C/O Assetmark Financial Holdings, Inc., 1655 Grant Street, 10 Th Floor, Concord, CA
Signature
/s/ Celeste Angelich, as Attorney-in-Fact, for Natalie Grace Wolfsen
All insider transactions
Transactions in reports broken out by “transaction date” reported in original SEC filing, see here for transactions aggregated across transaction date

Holdings reported by Natalie Grace Wolfsen:

Stock Role Class Num Shares Value Price $ Report Date Ownership
AssetMark Financial Holdings, Inc. EVP, Chief Executive Officer, Director Common Stock 431K $11.3M $26.18 Jun 9, 2023 Direct
AssetMark Financial Holdings, Inc. EVP, Chief Executive Officer, Director Stock Appreciation Right 56K Jun 8, 2023 Direct

Insider Reports Filed by Natalie Grace Wolfsen

Symbol Company Period Transactions Value $ Form Type Date Filed Role
AMK AssetMark Financial Holdings, Inc. Jun 8, 2023 5 -$256K 4 Jun 12, 2023 EVP, Chief Executive Officer, Director
AMK AssetMark Financial Holdings, Inc. Mar 6, 2023 1 -$176K 4 Mar 7, 2023 EVP, Chief Executive Officer
AMK AssetMark Financial Holdings, Inc. Jun 8, 2022 2 $0 4/A Jul 7, 2022 EVP, Chief Executive Officer
AMK AssetMark Financial Holdings, Inc. Mar 4, 2022 1 -$113K 4 Mar 8, 2022 EVP, Chief Executive Officer
AMK AssetMark Financial Holdings, Inc. Jun 9, 2021 1 -$24.3K 4/A Sep 3, 2021 EVP, Chief Solutions Officer