Insider · CIK 0001782568

Angus Ted F.

Reports to the SEC for 1 company · CONCORD, CA

sec.gov

Transactions

Companies

Filings

CIK

0001782568

Forms 4 and 5

Insider transactions

49 trades

Date	Company	Role	Code	Shares	Price	Value	Shares after
2024-09-05	AssetMark Financial Holdings, Inc.Stock Appreciation RightD Disposition to Issuer	EVP, General Counsel	DDisposition to Issuer	−73.2K sh	—	—	0
2024-09-05	AssetMark Financial Holdings, Inc.D Disposition to Issuer	EVP, General Counsel	DDisposition to Issuer	−108K sh	$35.25	−$3.8M	0
2024-09-05	AssetMark Financial Holdings, Inc.D Disposition to Issuer	EVP, General Counsel	DDisposition to Issuer	−1,159 sh	$35.25	−$40.9K	0
2024-09-05	AssetMark Financial Holdings, Inc.Employee Stock Option (right to buy)D Disposition to Issuer	EVP, General Counsel	DDisposition to Issuer	−62.1K sh	—	—	0
2024-09-05	AssetMark Financial Holdings, Inc.Stock Appreciation RightD Disposition to Issuer	EVP, General Counsel	DDisposition to Issuer	−80.4K sh	—	—	0
2024-09-05	AssetMark Financial Holdings, Inc.Stock Appreciation RightD Disposition to Issuer	EVP, General Counsel	DDisposition to Issuer	−82.7K sh	—	—	0
2024-07-23	AssetMark Financial Holdings, Inc.G Gift	EVP, General Counsel	GGift	−2,105 sh	—	—	109,735
2024-07-23	AssetMark Financial Holdings, Inc.G Gift	EVP, General Counsel	GGift	−1,884 sh	—	—	107,851
2024-07-23	AssetMark Financial Holdings, Inc.G Gift	EVP, General Counsel	GGift	+1,159 sh	—	—	1,159
2024-07-23	AssetMark Financial Holdings, Inc.G Gift	EVP, General Counsel	GGift	−812 sh	—	—	112,999
2024-07-23	AssetMark Financial Holdings, Inc.G Gift	EVP, General Counsel	GGift	−1,159 sh	—	—	111,840
2024-06-10	AssetMark Financial Holdings, Inc.S Sale	EVP, General Counsel	SSale	−1,246 sh	$34.33	−$42.8K	113,811
2024-06-10	AssetMark Financial Holdings, Inc.S Sale	EVP, General Counsel	SSale	−8,388 sh	$34.41	−$289K	115,057
2023-06-14	AssetMark Financial Holdings, Inc.S Sale	EVP, General Counsel	SSale	−7,265 sh	$28.16	−$205K	123,445
2023-06-09	AssetMark Financial Holdings, Inc.S Sale	EVP, General Counsel	SSale	−855 sh	$29.61	−$25.3K	130,710
2023-06-08	AssetMark Financial Holdings, Inc.S Sale	EVP, General Counsel	SSale	−3,318 sh	$30.04	−$99.7K	131,565
2023-06-08	AssetMark Financial Holdings, Inc.A Award	EVP, General Counsel	AAward	+37.9K sh	—	—	134,883
2023-05-17	AssetMark Financial Holdings, Inc.S Sale	EVP, General Counsel	SSale	−5,637 sh	$28.12	−$159K	96,991
2022-06-10	AssetMark Financial Holdings, Inc.S Sale	EVP, General Counsel	SSale	−877 sh	$19.06	−$16.7K	102,627
2022-06-09	AssetMark Financial Holdings, Inc.S Sale	EVP, General Counsel	SSale	−1,585 sh	$20.00	−$31.7K	103,504
2022-06-08	AssetMark Financial Holdings, Inc.Stock Appreciation RightA Award	EVP, General Counsel	AAward	+82.7K sh	—	—	82,703
2022-06-08	AssetMark Financial Holdings, Inc.A Award	EVP, General Counsel	AAward	+19.3K sh	—	—	105,089
2022-06-08	AssetMark Financial Holdings, Inc.A Award	EVP, General Counsel	AAward	+19.3K sh	—	—	105,090
2021-06-09	AssetMark Financial Holdings, Inc.A Award	EVP, General Counsel	AAward	+17.1K sh	—	—	86,651
2021-06-09	AssetMark Financial Holdings, Inc.Stock Appreciation RightA Award	EVP, General Counsel	AAward	+73.2K sh	—	—	73,171
2021-06-09	AssetMark Financial Holdings, Inc.S Sale	EVP, General Counsel	SSale	−859 sh	$25.68	−$22.1K	85,792
2021-05-10	AssetMark Financial Holdings, Inc.S Sale	EVP, General Counsel	SSale	−9,780 sh	$23.09	−$226K	69,570
2021-04-09	AssetMark Financial Holdings, Inc.S Sale	EVP, General Counsel	SSale	−10.1K sh	$21.93	−$221K	79,350
2021-03-10	AssetMark Financial Holdings, Inc.S Sale	EVP, General Counsel	SSale	−9,923 sh	$24.16	−$240K	89,419
2021-03-01	AssetMark Financial Holdings, Inc.S Sale	EVP, General Counsel	SSale	−20.3K sh	$25.02	−$508K	99,342
2021-02-10	AssetMark Financial Holdings, Inc.S Sale	EVP, General Counsel	SSale	−16.7K sh	$26.38	−$440K	119,633
2021-01-05	AssetMark Financial Holdings, Inc.S Sale	EVP, General Counsel	SSale	−17.9K sh	$23.51	−$421K	136,320
2021-01-04	AssetMark Financial Holdings, Inc.S Sale	EVP, General Counsel	SSale	−1 sh	$24.54	−$24.54	154,208
2021-01-04	AssetMark Financial Holdings, Inc.S Sale	EVP, General Counsel	SSale	−13.8K sh	$23.71	−$328K	154,209
2020-07-10	AssetMark Financial Holdings, Inc.S Sale	EVP, General Counsel	SSale	−9,447 sh	$27.16	−$257K	168,055
2020-06-10	AssetMark Financial Holdings, Inc.S Sale	EVP, General Counsel	SSale	−3,247 sh	$27.97	−$90.8K	177,502
2020-06-10	AssetMark Financial Holdings, Inc.S Sale	EVP, General Counsel	SSale	−6,200 sh	$27.66	−$171K	180,749
2020-06-09	AssetMark Financial Holdings, Inc.A Award	EVP, General Counsel	AAward	+9,377 sh	—	—	186,949
2020-06-09	AssetMark Financial Holdings, Inc.Stock Appreciation RightA Award	EVP, General Counsel	AAward	+80.4K sh	—	—	80,377
2020-05-11	AssetMark Financial Holdings, Inc.S Sale	EVP, General Counsel	SSale	−9,347 sh	$23.93	−$224K	177,672
2020-05-11	AssetMark Financial Holdings, Inc.S Sale	EVP, General Counsel	SSale	−100 sh	$24.35	−$2,435	177,572
2020-04-23	AssetMark Financial Holdings, Inc.S Sale	EVP, General Counsel	SSale	−4,946 sh	$22.16	−$110K	187,019
2020-04-17	AssetMark Financial Holdings, Inc.S Sale	EVP, General Counsel	SSale	−4,200 sh	$22.11	−$92.9K	191,965
2020-04-14	AssetMark Financial Holdings, Inc.S Sale	EVP, General Counsel	SSale	−300 sh	$22.00	−$6,600	196,165
2020-03-11	AssetMark Financial Holdings, Inc.S Sale	EVP, General Counsel	SSale	−746 sh	$22.39	−$16.7K	196,465
2020-03-10	AssetMark Financial Holdings, Inc.S Sale	EVP, General Counsel	SSale	−8,600 sh	$22.86	−$197K	197,311
2020-03-10	AssetMark Financial Holdings, Inc.S Sale	EVP, General Counsel	SSale	−100 sh	$23.62	−$2,362	197,211
2019-07-17	AssetMark Financial Holdings, Inc.J Other	EVP, General Counsel	JOther	+206K sh	—	—	205,911
2019-07-17	AssetMark Financial Holdings, Inc.Employee Stock Option (right to buy)A Award	EVP, General Counsel	AAward	+62.1K sh	—	—	62,095

Recent filings

Accepted (ET)
Sep 64
Angus Ted F.0001591587-24-000079
SEC(opens sec.gov)
Jul 294/A
Angus Ted F.0001591587-24-000041
SEC(opens sec.gov)
Jul 234
Angus Ted F.0001591587-24-000037
SEC(opens sec.gov)
Jun 114
Angus Ted F.0001591587-24-000025
SEC(opens sec.gov)
Jun 154
Angus Ted F.0001591587-23-000028
SEC(opens sec.gov)
Jun 124
Angus Ted F.0001591587-23-000021
SEC(opens sec.gov)
May 184
Angus Ted F.0001209191-23-030817
SEC(opens sec.gov)
Jul 74/A
Angus Ted F.0001209191-22-041471
SEC(opens sec.gov)
Jun 104
Angus Ted F.0001209191-22-036170
SEC(opens sec.gov)

Companies

AssetMark Financial Holdings, Inc.EVP, General Counsel

Address

C/O ASSETMARK FINANCIAL HOLDINGS, INC. 1655 GRANT STREET, 10TH FLOOR

CONCORD, CA, 94520