List of insiders holdings for AssetMark Financial Holdings Inc.:
- Shares directly owned by the insider.
- Shares indirectly owned by the insider.
- Total shares owned by the insider (sum of shares directly and indirectly owned).
- Total market value if available.
- Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
- Peter Lynch
What is insider trading>>
| Insider Holder Name | Report Date Time | Shares Owned Directly Indirectly | Total Shares Owned | Filing |
| Goldman Charles G Chief Executive Officer | 2020-11-19 20:37:39 | 2,111,927 0 | 2,111,927 | Form 4 |
| Wolfsen Natalie Grace EVP, Chief Executive Officer | 2023-06-12 19:41:06 | 659,561 0 | 659,561 | Form 4 |
| Kim Michael CEO and President | 2024-03-05 17:10:52 | 364,777 43,320 | 408,097 | Form 4 |
| Mehta Mukesh EVP, Chief Information Officer | 2023-06-12 19:08:56 | 313,671 0 | 313,671 | Form 4 |
| Chafkin Jeremiah H Vice Chairman | 2021-09-14 19:02:07 | 0 306,459 | 306,459 | Form 4 |
| Zyla Gary G. EVP, Chief Financial Officer | 2023-06-12 19:42:19 | 165,538 0 | 165,538 | Form 4 |
| Hansen Carrie E. EVP, Chief Operating Officer | 2023-12-07 17:43:16 | 145,193 0 | 145,193 | Form 4 |
| Angus Ted F. EVP, General Counsel | 2023-06-15 16:47:21 | 123,445 0 | 123,445 | Form 4 |
| Minta-Jacobs Esi EVP, HR & Project Management | 2023-06-12 19:06:06 | 69,295 0 | 69,295 | Form 4 |
| Bhagat Rohit Director | 2023-06-12 19:02:08 | 68,221 0 | 68,221 | Form 4 |
| Hahn John SVP, Finance & Reporting (PAO) | 2022-02-09 18:56:04 | 53,395 0 | 53,395 | Form 4 |
| Guinn Patricia Lynn Director | 2023-06-12 19:03:31 | 26,525 0 | 26,525 | Form 4 |
| McNatt Joel David JR EVP, Investment Solutions | 2024-02-09 18:53:20 | 25,956 0 | 25,956 | Form 3/A |
| VELLI JOSEPH M Director | 2023-06-12 19:05:23 | 20,616 0 | 20,616 | Form 4 |
| Liu Xiaodan Director | 2019-07-17 19:37:12 | 0 0 | 0 | Form 3 |
| Wang Lei Director | 2020-05-19 17:55:40 | 0 0 | 0 | Form 3 |
| Jiao Xiaoning Director | 2020-04-27 19:27:08 | 0 0 | 0 | Form 3 |
| Huatai Securities Co. Ltd. Huatai International Financial Holdings Co Ltd Huatai International Investment Holdings Ltd 10% Owner | 2019-07-31 15:33:11 | 0 0 | 0 | Form 13D |
| Huatai Securities Co. Ltd. Huatai International Financial Holdings Co Ltd Huatai International Investment Holdings Ltd AssetMark Holdings LLC 10% Owner | 2019-07-31 15:33:11 | 0 0 | 0 | Form 13D |
| Zhou Yi Director | 2019-07-17 19:43:50 | 0 0 | 0 | Form 3 |
| Sun Ying Director | 2019-07-17 19:41:08 | 0 0 | 0 | Form 3 |
| Lin Bryan Director | 2019-07-17 19:37:53 | 0 0 | 0 | Form 3 |