AMK
AssetMark Financial Holdings, Inc.
Total Trades
51
Buys
0
Sells
33
Largest Trade
N/A
Insiders
9
Institutional Funds
4
Inst. Value
$1M+
Activist Filings
1
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Zyla Gary G. | CFO | SELL | $100K–$500K | 8K | $34.40 | Jun 12, 2024 |
| Minta-Jacobs Esi | HR & Digital Produ… | SELL | $50K–$100K | 3K | $34.40 | Jun 12, 2024 |
| Mehta Mukesh | EVP | SELL | $100K–$500K | 9K | $34.40 | Jun 12, 2024 |
| McNatt Joel David JR | EVP | SELL | $100K–$500K | 5K | $34.40 | Jun 12, 2024 |
| Kim Michael | CEO and President | SELL | $100K–$500K | 9K | $34.40 | Jun 12, 2024 |
| Hansen Carrie E. | COO | SELL | $100K–$500K | 11K | $34.40 | Jun 12, 2024 |
| Angus Ted F. | EVP, General Counsel | SELL | $100K–$500K | 10K | $34.40 | Jun 12, 2024 |
| McNatt Joel David JR | EVP | SELL | $100K–$500K | 4K | $25.17 | Jan 26, 2024 |
| Angus Ted F. | EVP, General Counsel | SELL | $100K–$500K | 7K | $28.16 | Jun 15, 2023 |
| Zyla Gary G. | CFO | GRANT | N/A | 15K | — | Jun 12, 2023 |
| Zyla Gary G. | CFO | SELL | $100K–$500K | 4K | $29.95 | Jun 12, 2023 |
| Kim Michael | President & CCO | SELL | $100K–$500K | 6K | $29.95 | Jun 12, 2023 |
| Kim Michael | President & CCO | GRANT | N/A | 18K | — | Jun 12, 2023 |
| Wolfsen Natalie Grace | CEO | GRANT | N/A | 27K | — | Jun 12, 2023 |
| Wolfsen Natalie Grace | CEO | SELL | $100K–$500K | 9K | $29.97 | Jun 12, 2023 |
| Hansen Carrie E. | COO | SELL | $100K–$500K | 4K | $29.95 | Jun 12, 2023 |
| Hansen Carrie E. | COO | GRANT | N/A | 38K | — | Jun 12, 2023 |
| Mehta Mukesh | EVP | SELL | $100K–$500K | 4K | $29.95 | Jun 12, 2023 |
| Mehta Mukesh | EVP | GRANT | N/A | 38K | — | Jun 12, 2023 |
| Angus Ted F. | EVP, General Counsel | SELL | $100K–$500K | 4K | $29.95 | Jun 12, 2023 |
| Angus Ted F. | EVP, General Counsel | GRANT | N/A | 38K | — | Jun 12, 2023 |
| McNatt Joel David JR | EVP | SELL | $50K–$100K | 2K | $29.97 | Jun 12, 2023 |
| McNatt Joel David JR | EVP | GRANT | N/A | 29K | — | Jun 12, 2023 |
| Minta-Jacobs Esi | EVP | SELL | $15K–$50K | 1K | $29.94 | Jun 12, 2023 |
| Minta-Jacobs Esi | EVP | GRANT | N/A | 12K | — | Jun 12, 2023 |
| Angus Ted F. | EVP, General Counsel | SELL | $100K–$500K | 6K | $28.12 | May 18, 2023 |
| Minta-Jacobs Esi | EVP | SELL | $100K–$500K | 6K | $28.12 | May 18, 2023 |
| Zyla Gary G. | CFO | SELL | $100K–$500K | 9K | $26.83 | May 10, 2023 |
| Wolfsen Natalie Grace | CEO | SELL | $100K–$500K | 6K | $31.66 | Mar 7, 2023 |
| Kim Michael | President & CCO | SELL | $100K–$500K | 4K | $31.66 | Mar 7, 2023 |
| McNatt Joel David JR | EVP | GRANT | N/A | 11K | — | Jun 11, 2022 |
| McNatt Joel David JR | EVP | SELL | $15K–$50K | 813 | $19.64 | Jun 11, 2022 |
| Zyla Gary G. | CFO | GRANT | N/A | 19K | — | Jun 11, 2022 |
| Zyla Gary G. | CFO | SELL | $15K–$50K | 2K | $19.67 | Jun 11, 2022 |
| Minta-Jacobs Esi | EVP | GRANT | N/A | 6K | — | Jun 11, 2022 |
| Minta-Jacobs Esi | EVP | SELL | $15K–$50K | 813 | $19.64 | Jun 11, 2022 |
| Mehta Mukesh | EVP | SELL | $15K–$50K | 2K | $19.67 | Jun 11, 2022 |
| Mehta Mukesh | EVP | GRANT | N/A | 19K | — | Jun 11, 2022 |
| Wolfsen Natalie Grace | CEO | SELL | $50K–$100K | 5K | $19.72 | Jun 11, 2022 |
| Wolfsen Natalie Grace | CEO | GRANT | N/A | 31K | — | Jun 11, 2022 |
| Kim Michael | President & CCO | GRANT | N/A | 23K | — | Jun 11, 2022 |
| Kim Michael | President & CCO | SELL | $50K–$100K | 3K | $19.67 | Jun 11, 2022 |
| Hansen Carrie E. | COO | SELL | $15K–$50K | 2K | $19.67 | Jun 11, 2022 |
| Hansen Carrie E. | COO | GRANT | N/A | 19K | — | Jun 11, 2022 |
| Angus Ted F. | EVP, General Counsel | SELL | $15K–$50K | 2K | $19.67 | Jun 11, 2022 |
| Angus Ted F. | EVP, General Counsel | GRANT | N/A | 19K | — | Jun 11, 2022 |
| Kim Michael | President & CCO | SELL | $50K–$100K | 4K | $22.30 | Mar 8, 2022 |
| Wolfsen Natalie Grace | CEO | SELL | $100K–$500K | 5K | $22.30 | Mar 8, 2022 |
| Hahn John | SVP | EXERCISE | $50K–$100K | 4K | $22.00 | Feb 9, 2022 |
| Hahn John | SVP | SELL | $500K+ | 38K | $25.56 | Feb 9, 2022 |
🔓Seeing ranges? Sign in for exact trade values — free forever
Institutional Ownership
13F filings as of Jun 30, 2024 · 4 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 25K | $500K+ | SH |
| NEW YORK STATE COMMON RETIREMENT FUND | 22K | $500K+ | SH |
| Legal & General Group Plc | 2K | $50K–$100K | SH |
| DEUTSCHE BANK AG\ | 290 | $1K–$15K | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
SC 13D/A · Sep 6, 2024
0.0%
0 shares