Power Joseph M. Velli - 05 Sep 2024 Form 4 Insider Report for AssetMark Financial Holdings, Inc.

Reporting relationship: Director
Issuer ticker: N/A
Reported as of: 05 Sep 2024
Net transaction value: -$726,714
SEC form: 4
Accepted by SEC: 06 Sep 2024, 16:02:55 UTC
Prior SEC filing: 30 Aug 2024
Next SEC filing: 02 Dec 2024
Source filing: View source filing
Reporting owner signature: /s/ Celeste Angelich, as Attorney-in-Fact, for Joseph Velli

Key filing fact

Power Joseph M. Velli filed Form 4 for AssetMark Financial Holdings, Inc. on 06 Sep 2024.

Key facts

This page summarizes Power Joseph M. Velli's Form 4 filing for AssetMark Financial Holdings, Inc..
1 reported transaction and 0 derivative rows are listed below.
Accepted by SEC: 06 Sep 2024, 16:02.

Change

Previous filing in this sequence was filed on 30 Aug 2024.
Current net transaction value: -$726,714.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

AMK transaction

Common Stock

Disposed to Issuer

Transaction value: $726,714
Shares: -20,616
Change %: -100%
Price: $35.25
Shares after: 0
Date: 05 Sep 2024
Ownership: Direct
Footnotes: F1

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Section 16 status

Power Joseph M. Velli is no longer subject to Section 16 filing requirements. Form 4 or Form 5 obligations may still apply in specific circumstances.

Explanation of responses 1 footnote

Footnote F1

Represents shares disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated as of April 25, 2024, by and among AssetMark Financial Holdings, Inc., GTCR Everest Borrower, LLC and GTCR Everest Merger Sub, Inc. (the "Merger Agreement"). Pursuant to the Merger Agreement, at the effective time of the merger contemplated thereby (the "Effective Time"), each share of common stock held by the reporting person was converted automatically into the right to receive $35.25 per share in cash (the "Merger Consideration").