Natalie Grace Wolfsen

Insider Reports History

Location
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:

Company Role Class Num Shares Value Price $ Report Date Ownership
AssetMark Financial Holdings, Inc. EVP, Chief Executive Officer, Director Common Stock 430,734 $11,276,616 $26.18 09 Jun 2023 Direct
AssetMark Financial Holdings, Inc. EVP, Chief Executive Officer, Director Stock Appreciation Right 56,029 08 Jun 2023 Direct

Insider Reports Filed by Natalie Grace Wolfsen

Symbol Company Period Transactions Value $ Form Type Role Filing Time
/report/000159158723000024-wolfsen-natalie-grace-2023-06-08 AssetMark Financial Holdings, Inc. 08 Jun 2023 5 -$255,782 4 EVP, Chief Executive Officer, Director 12 Jun 2023, 19:41
/report/000120919123016815-wolfsen-natalie-grace-2023-03-06 AssetMark Financial Holdings, Inc. 06 Mar 2023 1 -$175,555 4 EVP, Chief Executive Officer 07 Mar 2023, 15:58
/report/000120919122041480-wolfsen-natalie-grace-2022-06-08-restatement AssetMark Financial Holdings, Inc. 08 Jun 2022 2 $0 4/A EVP, Chief Executive Officer 07 Jul 2022, 17:03
/report/000120919122017252-wolfsen-natalie-grace-2022-03-04 AssetMark Financial Holdings, Inc. 04 Mar 2022 1 -$113,172 4 EVP, Chief Executive Officer 08 Mar 2022, 17:33
/report/000120919121054692-wolfsen-natalie-grace-2021-06-09-restatement AssetMark Financial Holdings, Inc. 09 Jun 2021 1 -$24,268 4/A EVP, Chief Solutions Officer 03 Sep 2021, 15:14