Esi Minta-Jacobs

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 Esi Minta-Jacobs
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 Esi Minta-Jacobs:

Stock Role Class Num Shares Value Price $ Report Date Ownership
AssetMark Financial Holdings, Inc. HR & Digital Product Solutions Common Stock 0 $0 $35.25 Sep 5, 2024 Direct
AssetMark Financial Holdings, Inc. HR & Digital Product Solutions Employee Stock Option (right to buy) 0 Sep 5, 2024 Direct
AssetMark Financial Holdings, Inc. HR & Digital Product Solutions Stock Appreciation Right 0 Sep 5, 2024 Direct

Insider Reports Filed by Esi Minta-Jacobs

Symbol Company Period Transactions Value $ Form Type Date Filed Role
AMK AssetMark Financial Holdings, Inc. Sep 5, 2024 5 -$2.35M 4 Sep 6, 2024 HR & Digital Product Solutions
AMK AssetMark Financial Holdings, Inc. Jun 10, 2024 2 -$87K 4 Jun 11, 2024 HR & Digital Product Solutions
AMK AssetMark Financial Holdings, Inc. Jun 8, 2023 3 -$40.6K 4 Jun 12, 2023 EVP, HR & Project Management
AMK AssetMark Financial Holdings, Inc. May 17, 2023 1 -$169K 4 May 18, 2023 EVP, HR & Project Management
AMK AssetMark Financial Holdings, Inc. Jun 8, 2022 3 -$16K 4/A Jul 7, 2022 EVP, HR & Project Management
AMK AssetMark Financial Holdings, Inc. Jun 9, 2021 1 -$7.73K 4/A Sep 3, 2021 EVP, HR & Project Management
AMK AssetMark Financial Holdings, Inc. Mar 2, 2020 0 $0 3/A Feb 9, 2022 EVP, HR & Project Management