Michael Kim

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 Michael Kim
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 Michael Kim:

Stock Role Class Num Shares Value Price $ Report Date Ownership
AssetMark Financial Holdings, Inc. CEO and President, Director Common Stock 0 $0 $35.25 Sep 5, 2024 By the Kim Family Charitable Remainder Trust, dated August 24, 2024.
AssetMark Financial Holdings, Inc. CEO and President, Director Common Stock 0 $0 $35.25 Sep 5, 2024 Direct
AssetMark Financial Holdings, Inc. CEO and President, Director Employee Stock Option (right to buy) 0 Sep 5, 2024 Direct
AssetMark Financial Holdings, Inc. CEO and President, Director Stock Appreciation Right 0 Sep 5, 2024 Direct

Insider Reports Filed by Michael Kim

Symbol Company Period Transactions Value $ Form Type Date Filed Role
AMK AssetMark Financial Holdings, Inc. Sep 5, 2024 8 -$13.9M 4 Sep 6, 2024 CEO and President, Director
AMK AssetMark Financial Holdings, Inc. Aug 27, 2024 6 $0 4 Sep 3, 2024 CEO and President, Director
AMK AssetMark Financial Holdings, Inc. Jul 25, 2024 1 $0 4 Jul 29, 2024 CEO and President, Director
AMK AssetMark Financial Holdings, Inc. Jun 10, 2024 2 -$325K 4 Jun 11, 2024 CEO and President, Director
AMK AssetMark Financial Holdings, Inc. Mar 4, 2024 1 -$416K 4 Mar 5, 2024 CEO and President, Director
AMK AssetMark Financial Holdings, Inc. Oct 24, 2023 1 $0 4 Oct 26, 2023 CEO and President, Director
AMK AssetMark Financial Holdings, Inc. Jun 8, 2023 5 -$189K 4 Jun 12, 2023 President & CCO
AMK AssetMark Financial Holdings, Inc. Mar 17, 2023 2 $0 4 Mar 17, 2023 President & CCO
AMK AssetMark Financial Holdings, Inc. Mar 6, 2023 1 -$128K 4 Mar 7, 2023 President & CCO
AMK AssetMark Financial Holdings, Inc. Jun 22, 2022 10 $0 4 Jan 31, 2023 President & CCO
AMK AssetMark Financial Holdings, Inc. Jun 8, 2022 1 $0 4/A Jul 7, 2022 President & CCO
AMK AssetMark Financial Holdings, Inc. Mar 4, 2022 1 -$91.7K 4 Mar 8, 2022 President & CCO
AMK AssetMark Financial Holdings, Inc. Jun 9, 2021 1 -$24.3K 4/A Sep 3, 2021 EVP, Chief Client Officer