| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| AssetMark Financial Holdings, Inc. | SVP, Finance & Reporting (PAO) | Common Stock | 13,053 | $341,728 | $26.18 | 11 Jun 2021 | Direct |
| AssetMark Financial Holdings, Inc. | SVP, Finance & Reporting (PAO) | Employee Stock Option (right to buy) | 12,758 | $280,676 | $22.00 | 17 Jul 2019 | Direct |
| AssetMark Financial Holdings, Inc. | SVP, Finance & Reporting (PAO) | Stock Appreciation Right | 9,377 | 09 Jun 2020 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| AMK | AssetMark Financial Holdings, Inc. | 17 Jul 2019 | 17 | -$969,502 | 4 | SVP, Finance & Reporting (PAO) | 09 Feb 2022, 17:56 |
| AMK | AssetMark Financial Holdings, Inc. | 17 Jul 2019 | 0 | $0 | 3 | SVP, Finance & Reporting (PAO) | 09 Feb 2022, 16:25 |