Insider Transactions Reported by 14 Insiders of AssetMark Financial Holdings, Inc.

Location
Concord, CA

There are no Buy or Sell transactions made by insiders since 14 Mar 2025

AssetMark Financial Holdings, Inc. executives and other stock owners filed with the SEC include:

Name Relationship Holdings Value Past Year Net Change Change % Report Date
Natalie Grace Wolfsen EVP, Chief Executive Officer, Director $11,276,616 08 Jun 2023
Jeremiah H. Chafkin Vice Chairman $8,023,097 13 Sep 2021
John Hahn SVP, Finance & Reporting (PAO) $622,404 17 Jul 2019
Power Joseph M. Velli Director $0 05 Sep 2024
Esi Minta-Jacobs HR & Digital Product Solutions $0 05 Sep 2024
Patricia Lynn Guinn Director $0 05 Sep 2024
Rohit Bhagat Director $0 05 Sep 2024
Michael Kim CEO and President, Director $0 05 Sep 2024
Joel David McNatt Jr. EVP, Investment Solutions $0 05 Sep 2024
Mukesh Mehta EVP, Chief Information Officer $0 03 Sep 2024
Gary G. Zyla EVP, Chief Financial Officer $0 05 Sep 2024
Carrie E. Hansen EVP, Chief Operating Officer $0 05 Sep 2024
Ted F. Angus EVP, General Counsel $0 05 Sep 2024
Huatai Securities Co., Ltd. 10%+ Owner $0 05 Sep 2024

Recent Insider Transactions by Companies or Individuals for AssetMark Financial Holdings, Inc.

Insider Symbol Class Transaction % Value $ * Price $ Shares Shares Owned Date Ownership
Huatai Securities Co., Ltd. Common Stock Sale -100% $1,793,301,415 $35.25 -50,873,799 0 05 Sep 2024 By Huatai International Investment Holdings Limited
Esi Minta-Jacobs Common Stock Disposed to Issuer -100% -66,766 0 05 Sep 2024 Direct
Esi Minta-Jacobs Stock Appreciation Right Disposed to Issuer -100% -77,729 0 05 Sep 2024 Direct
Esi Minta-Jacobs Employee Stock Option (right to buy) Disposed to Issuer -100% -12,758 0 05 Sep 2024 Direct
Joel David McNatt Jr. Common Stock Disposed to Issuer -100% -6,864 0 05 Sep 2024 By Roberts McNatt Living Trust
Joel David McNatt Jr. Common Stock Disposed to Issuer -100% -2,080 0 05 Sep 2024 By Child
Joel David McNatt Jr. Common Stock Disposed to Issuer -100% -28,585 0 05 Sep 2024 Direct
Joel David McNatt Jr. Stock Appreciation Right Disposed to Issuer -100% -77,770 0 05 Sep 2024 Direct
Joel David McNatt Jr. Employee Stock Option (right to buy) Disposed to Issuer -100% -12,758 0 05 Sep 2024 Direct
Mukesh Mehta Common Stock Disposed to Issuer -100% -80,286 0 05 Sep 2024 By Mehta Living Trust
Mukesh Mehta Common Stock Disposed to Issuer -100% -224,505 0 05 Sep 2024 Direct
Mukesh Mehta Stock Appreciation Right Disposed to Issuer -100% -236,251 0 05 Sep 2024 Direct
Mukesh Mehta Employee Stock Option (right to buy) Disposed to Issuer -100% -62,095 0 05 Sep 2024 Direct
Carrie E. Hansen Common Stock Disposed to Issuer -100% -42,906 0 05 Sep 2024 By The Hansen Family Charitable Remainder Trust.
Carrie E. Hansen Common Stock Disposed to Issuer -100% -91,533 0 05 Sep 2024 Direct
Carrie E. Hansen Stock Appreciation Right Disposed to Issuer -100% -236,251 0 05 Sep 2024 Direct
Carrie E. Hansen Employee Stock Option (right to buy) Disposed to Issuer -100% -62,095 0 05 Sep 2024 Direct
Ted F. Angus Common Stock Disposed to Issuer -100% -1,159 0 05 Sep 2024 By Child
Ted F. Angus Common Stock Disposed to Issuer -100% -107,851 0 05 Sep 2024 Direct
Ted F. Angus Stock Appreciation Right Disposed to Issuer -100% -236,251 0 05 Sep 2024 Direct
Ted F. Angus Employee Stock Option (right to buy) Disposed to Issuer -100% -62,095 0 05 Sep 2024 Direct
Gary G. Zyla Common Stock Disposed to Issuer -100% -89,895 0 05 Sep 2024 Direct
Gary G. Zyla Employee Stock Option (right to buy) Disposed to Issuer -100% -62,095 0 05 Sep 2024 Direct
Gary G. Zyla Stock Appreciation Right Disposed to Issuer -100% -301,208 0 05 Sep 2024 Direct
Michael Kim Common Stock Disposed to Issuer -100% -37,808 0 05 Sep 2024 By the Kim Family Charitable Remainder Trust, dated August 24, 2024.
Michael Kim Common Stock Disposed to Issuer -100% -355,794 0 05 Sep 2024 Direct
Michael Kim Stock Appreciation Right Disposed to Issuer -100% -607,084 0 05 Sep 2024 Direct
Michael Kim Employee Stock Option (right to buy) Disposed to Issuer -100% -62,095 0 05 Sep 2024 Direct
Rohit Bhagat Common Stock Disposed to Issuer -100% -59,049 0 05 Sep 2024 Direct
Patricia Lynn Guinn Common Stock Disposed to Issuer -100% -26,525 0 05 Sep 2024 Direct
Joseph M. Velli Common Stock Disposed to Issuer -100% -20,616 0 05 Sep 2024 Direct
Mukesh Mehta Common Stock Gift 430.2% 182,165 224,505 03 Sep 2024 Direct
Mukesh Mehta Common Stock Gift -69.4% -182,165 80,286 03 Sep 2024 By Mehta Living Trust
Michael Kim Common Stock Gift 1128.7% 34,731 37,808 30 Aug 2024 By the Kim Family Charitable Remainder Trust, dated August 24, 2024.
Michael Kim Common Stock Gift -8.89% -34,731 355,794 30 Aug 2024 Direct
Rohit Bhagat Common Stock Gift -12.1% -8,148 59,049 30 Aug 2024 Direct
Michael Kim Common Stock Gift 3,077 3,077 29 Aug 2024 By the Kim Family Charitable Remainder Trust, dated August 24, 2024.
Michael Kim Common Stock Gift -100% -3,077 0 29 Aug 2024 Kim Family Trust
Rohit Bhagat Common Stock Gift -1.5% -1,024 67,197 29 Aug 2024 Direct
Carrie E. Hansen Common Stock Gift 42,906 42,906 28 Aug 2024 By The Hansen Family Charitable Remainder Trust.
Carrie E. Hansen Common Stock Gift -31.9% -42,906 91,533 28 Aug 2024 Direct
Michael Kim Common Stock Gift 10.9% 38,313 390,525 27 Aug 2024 Direct
Michael Kim Common Stock Gift -92.6% -38,313 3,077 27 Aug 2024 Kim Family Trust
Carrie E. Hansen Common Stock Gift -0.11% -143 134,439 20 Aug 2024 Direct
Mukesh Mehta Common Stock Gift 262,451 262,451 13 Aug 2024 By Mehta Living Trust
Mukesh Mehta Common Stock Gift -86.1% -262,451 42,340 13 Aug 2024 Direct
Joel David McNatt Jr. Common Stock Gift -32.8% -13,974 28,585 07 Aug 2024 Direct
Gary G. Zyla Common Stock Gift -3.13% -2,900 89,895 30 Jul 2024 Direct
Joel David McNatt Jr. Common Stock Gift 6,864 6,864 26 Jul 2024 By Roberts McNatt Living Trust
Joel David McNatt Jr. Common Stock Gift 2,080 2,080 26 Jul 2024 By Child
* An asterisk sign (*) next to the price indicates that the price is likely invalid.