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 B  AB  JB*  OB  OE*  OE
 S  AS  JS*  OS  OS*  3
 JB
 JS
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Detailed Insider History for:
ASSETMARK FINANCIAL HOLDINGS INC: AMK
Price: 3/31/23 52-Wk
High		 52-Wk
Low		 Mkt Cap (mm) Shrs Out (mm) 3-Mth Ave
Vol (m)		 Ind. Yield Short Int
% Float		 Inst. Owned Insider Owned
$31.45 $32.06 $16.88 $2,324 74 130 0.0% 1.7% 27.62% 70.03%
Exch Sector Industry Sub-Industry
NYSE Manufacturing Electronic And Other Electrical Equipment And Components, Except Computer Equipment Electronic Components & Accessories
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Insider Statistics
T N H M S
Filer Name
Insider Title
Trans Type
Dollar Value
Shares Traded
Trans Date From
Trans Date To
Trans Price From
Trans Price To
Total Holdings
Delta % Owned
Owned
Other Info
Input Date
1
    
 
KIM MICHAEL
PR,CCO
JS
---
250,000
---
3/17/23
---
---
41,390
-85.8
I
---
3/17/23 - 7:51:27 pm
2
    
 
KIM MICHAEL
PR,CCO
JB
---
250,000
---
3/17/23
---
---
322,550
344.6
D
---
3/17/23 - 7:51:27 pm
3
1y
14
50%
4%
1
WOLFSEN NATALIE GRACE
VP,CEO
S
$175,555
5,545
---
3/6/23
---
$31.66
412,571
-1.3
D
R
3/7/23 - 4:58:52 pm
4
    
 
KIM MICHAEL
PR,CCO
S
$128,033
4,044
---
3/6/23
---
$31.66
72,550
-5.3
D
R
3/7/23 - 4:57:38 pm
5
    
 
KIM MICHAEL
PR,CCO
JS
---
3,300
---
1/3/23
---
---
291,390
-1.1
I
---
1/31/23 - 5:35:04 pm
6
    
 
KIM MICHAEL
PR,CCO
JB
---
295,764
12/28/22
1/3/23
---
---
294,690
---
I
---
1/31/23 - 5:35:04 pm
7
    
 
KIM MICHAEL
PR,CCO
JS
---
294,664
---
12/28/22
---
---
76,594
-79.4
D
---
1/31/23 - 5:35:04 pm
8
    
 
KIM MICHAEL
PR,CCO
JS
---
290,000
---
7/15/22
---
---
26
-100.0
I
---
1/31/23 - 5:35:04 pm
9
    
 
KIM MICHAEL
PR,CCO
JB
---
290,000
---
7/15/22
---
---
371,258
356.9
D
---
1/31/23 - 5:35:04 pm
10
    
 
KIM MICHAEL
PR,CCO
JS
---
2,490
---
6/26/22
---
---
290,026
-0.9
I
---
1/31/23 - 5:35:04 pm
11
    
 
KIM MICHAEL
PR,CCO
JB
---
293,346
6/22/22
6/26/22
---
---
292,516
---
I
---
1/31/23 - 5:35:04 pm
12
    
 
KIM MICHAEL
PR,CCO
JS
---
292,516
---
6/22/22
---
---
81,258
-78.3
D
---
1/31/23 - 5:35:04 pm
13
    
 
MCNATT JOEL DAVID JR
VP,FO
S
$15,970
813
6/9/22
6/10/22
---
$19.06
32,795
-2.4
D
A
7/7/22 - 5:05:21 pm
14
    
 
MINTA JACOBS ESI
VP,HR
S
$15,970
813
6/9/22
6/10/22
---
$19.06
64,596
-1.2
D
A,R
7/7/22 - 5:04:18 pm
15
    
 
MCNATT JOEL DAVID JR
VP,FO
S
$15,970
813
6/9/22
6/10/22
---
$19.06
20,239
-3.9
D
R
6/10/22 - 8:59:09 pm
16
    
 
ZYLA GARY G
VP,CFO
S
$48,416
2,462
6/9/22
6/10/22
---
$19.06
98,554
-2.4
D
R
6/10/22 - 8:57:02 pm
17
    
 
MINTA JACOBS ESI
VP,HR
S
$15,970
813
6/9/22
6/10/22
---
$19.06
66,179
-1.2
D
R
6/10/22 - 8:55:43 pm
18
1y
9
89%
-17%
1
MEHTA MUKESH
VP,IO
S
$48,416
2,462
6/9/22
6/10/22
---
$19.06
279,951
-0.9
D
R
6/10/22 - 8:54:19 pm
19
1y
14
50%
4%
1
WOLFSEN NATALIE GRACE
VP,CEO
S
$90,900
4,610
6/9/22
6/10/22
---
$19.06
418,115
-1.1
D
R
6/10/22 - 8:52:05 pm
20
    
 
KIM MICHAEL
PR,CCO
S
$54,413
2,766
6/9/22
6/10/22
---
$19.06
373,773
-0.7
D
R
6/10/22 - 8:49:08 pm
21
1y
16
56%
0%
1
HANSEN CARRIE E
VP,COO
S
$48,416
2,462
6/9/22
6/10/22
---
$19.06
122,973
-2.0
D
R
6/10/22 - 8:47:48 pm
22
1y
14
57%
-1%
1
ANGUS TED F
VP,GC
S
$48,416
2,462
6/9/22
6/10/22
---
$19.06
102,627
-2.3
D
R
6/10/22 - 8:44:30 pm
23
    
 
MCNATT JOEL DAVID JR
VP,FO
JB
---
10,526
---
6/8/22
---
---
33,608
45.6
D
A
7/7/22 - 5:05:21 pm
24
    
 
MINTA JACOBS ESI
VP,HR
JB
---
6,141
---
6/8/22
---
---
65,409
10.4
D
A,R
7/7/22 - 5:04:18 pm
25
    
 
WOLFSEN NATALIE GRACE
VP,CEO
JB
---
30,701
---
6/8/22
---
---
422,726
7.8
D
A,R
7/7/22 - 5:03:25 pm
26
    
 
KIM MICHAEL
PR,CCO
JB
---
23,026
---
6/8/22
---
---
376,540
6.5
D
A,R
7/7/22 - 5:02:22 pm
27
    
 
ZYLA GARY G
VP,CFO
JB
---
19,298
---
6/8/22
---
---
101,017
23.6
D
A,R
7/7/22 - 5:01:38 pm
28
    
 
MEHTA MUKESH
VP,IO
JB
---
19,298
---
6/8/22
---
---
282,414
7.3
D
A,R
7/7/22 - 4:59:57 pm
29
    
 
HANSEN CARRIE E
VP,COO
JB
---
19,298
---
6/8/22
---
---
125,436
18.2
D
A,R
7/7/22 - 4:59:06 pm
30
    
 
ANGUS TED F
VP,GC
JB
---
19,298
---
6/8/22
---
---
105,090
22.5
D
A,R
7/7/22 - 4:58:16 pm
31
    
 
BHAGAT ROHIT
DIR
JB
---
6,215
---
6/8/22
---
---
63,743
10.8
D
A,R
7/7/22 - 4:55:54 pm
32
    
 
VELLI JOSEPH M
DIR
JB
---
6,215
---
6/8/22
---
---
16,138
62.6
D
A,R
7/7/22 - 4:54:57 pm
33
    
 
GUINN PATRICIA LYNN
DIR
JB
---
6,215
---
6/8/22
---
---
22,047
39.3
D
A,R
7/7/22 - 4:53:59 pm
34
    
 
BHAGAT ROHIT
DIR
JB
---
6,214
---
6/8/22
---
---
63,742
10.8
D
R,10b
6/10/22 - 9:06:25 pm
35
    
 
MCNATT JOEL DAVID JR
VP,FO
JB
---
10,526
---
6/8/22
---
---
21,052
100.0
D
R
6/10/22 - 8:59:09 pm
36
    
 
ZYLA GARY G
VP,CFO
JB
---
19,297
---
6/8/22
---
---
101,016
23.6
D
R
6/10/22 - 8:57:02 pm
37
    
 
MINTA JACOBS ESI
VP,HR
JB
---
6,140
---
6/8/22
---
---
66,992
10.1
D
R
6/10/22 - 8:55:43 pm
38
    
 
MEHTA MUKESH
VP,IO
JB
---
19,297
---
6/8/22
---
---
282,413
7.3
D
R
6/10/22 - 8:54:19 pm
39
    
 
WOLFSEN NATALIE GRACE
VP,CEO
JB
---
30,700
---
6/8/22
---
---
422,725
7.8
D
R
6/10/22 - 8:52:05 pm
40
    
 
KIM MICHAEL
PR,CCO
JB
---
23,025
---
6/8/22
---
---
376,539
6.5
D
R
6/10/22 - 8:49:08 pm
41
    
 
HANSEN CARRIE E
VP,COO
JB
---
19,297
---
6/8/22
---
---
125,435
18.2
D
R
6/10/22 - 8:47:48 pm
42
    
 
ANGUS TED F
VP,GC
JB
---
19,297
---
6/8/22
---
---
105,089
22.5
D
R
6/10/22 - 8:44:30 pm
43
    
 
VELLI JOSEPH M
DIR
JB
---
6,214
---
6/8/22
---
---
16,137
62.6
D
R,10b
6/10/22 - 8:27:43 pm
44
    
 
GUINN PATRICIA LYNN
DIR
JB
---
6,214
---
6/8/22
---
---
22,046
39.2
D
R,10b
6/10/22 - 8:26:47 pm
45
    
 
KIM MICHAEL
PR,CCO
S
$91,742
4,114
---
3/4/22
---
$22.30
353,514
-1.2
D
R
3/8/22 - 6:34:48 pm
46
1y
14
50%
4%
1
WOLFSEN NATALIE GRACE
VP,CEO
S
$113,173
5,075
---
3/4/22
---
$22.30
392,025
-1.3
D
R
3/8/22 - 6:33:44 pm
47
1y
9
89%
-17%
1
MEHTA MUKESH
VP,IO
AS
$841,138
30,000
11/10/21
11/12/21
---
$28.01
263,116
-10.2
D
10b
11/12/21 - 6:24:12 pm
48
    
 
MCNATT JOEL DAVID JR
VP,FO
3
---
---
---
9/14/21
---
---
23,082
---
D
R
9/24/21 - 6:09:37 pm
49
1y
16
44%
-1%
1
CHAFKIN JEREMIAH H
VCB
AS
$1,305,535
50,000
9/13/21
9/14/21
$26.08
$26.18
306,459
-14.0
I
10b
9/14/21 - 7:02:07 pm
50
1y
9
89%
-17%
1
MEHTA MUKESH
VP,IO
AS
$253,742
9,377
---
9/2/21
---
$27.06
293,116
-3.1
D
10b
9/3/21 - 3:54:19 pm
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