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 |
| 1 | Goldman Charles G Chief Executive Officer | 2020-11-19 20:37:39 | 2,111,927 0 | 2,111,927 | Form 4 |
| 2 | Wolfsen Natalie Grace EVP, Chief Executive Officer | 2023-06-12 19:41:06 | 659,561 0 | 659,561 | Form 4 |
| 3 | Chafkin Jeremiah H Vice Chairman | 2021-09-14 19:02:07 | 0 306,459 | 306,459 | Form 4 |
| 4 | Hahn John SVP, Finance & Reporting (PAO) | 2022-02-09 18:56:04 | 53,395 0 | 53,395 | Form 4 |
| 5 | VELLI JOSEPH M Director | 2024-09-06 16:02:55 | 0 0 | 0 | Form 4 |
| 6 | Huatai Securities Co. Ltd. Huatai International Financial Holdings Co Ltd Huatai International Investment Holdings Ltd 10% Owner | 2024-09-06 16:30:43 | 0 0 | 0 | Form 13D |
| 7 | Minta-Jacobs Esi HR & Digital Product Solutions | 2024-09-06 16:07:22 | 0 0 | 0 | Form 4 |
| 8 | McNatt Joel David JR EVP, Investment Solutions | 2024-09-06 16:06:52 | 0 0 | 0 | Form 4 |
| 9 | Mehta Mukesh EVP, Chief Information Officer | 2024-09-06 16:06:26 | 0 0 | 0 | Form 4 |
| 10 | Hansen Carrie E. EVP, Chief Operating Officer | 2024-09-06 16:06:00 | 0 0 | 0 | Form 4 |
| 11 | Angus Ted F. EVP, General Counsel | 2024-09-06 16:05:39 | 0 0 | 0 | Form 4 |
| 12 | Zyla Gary G. EVP, Chief Financial Officer | 2024-09-06 16:05:03 | 0 0 | 0 | Form 4 |
| 13 | Kim Michael CEO and President | 2024-09-06 16:04:32 | 0 0 | 0 | Form 4 |
| 14 | Bhagat Rohit Director | 2024-09-06 16:03:58 | 0 0 | 0 | Form 4 |
| 15 | Guinn Patricia Lynn Director | 2024-09-06 16:03:28 | 0 0 | 0 | Form 4 |
| 16 | Liu Xiaodan Director | 2019-07-17 19:37:12 | 0 0 | 0 | Form 3 |
| 17 | Wang Lei Director | 2020-05-19 17:55:40 | 0 0 | 0 | Form 3 |
| 18 | Jiao Xiaoning Director | 2020-04-27 19:27:08 | 0 0 | 0 | Form 3 |
| 19 | Huatai Securities Co. Ltd. Huatai International Financial Holdings Co Ltd Huatai International Investment Holdings Ltd AssetMark Holdings LLC 10% Owner | 2024-09-06 16:30:43 | 0 0 | 0 | Form 13D |
| 20 | Zhou Yi Director | 2019-07-17 19:43:50 | 0 0 | 0 | Form 3 |
| 21 | Sun Ying Director | 2019-07-17 19:41:08 | 0 0 | 0 | Form 3 |
| 22 | Lin Bryan Director | 2019-07-17 19:37:53 | 0 0 | 0 | Form 3 |