Minta-Jacobs Esi

CIK 00018060391 companyCONCORD, CA

SEC Profile

Transactions

Companies

Filings

CIK

0001806039

Recent Transactions

29 trades

Disposition to Issuer
AssetMark Financial Holdings, Inc.
Stock Appreciation Right
2024-09-05−26,315→ 0 total
Disposition to Issuer
AssetMark Financial Holdings, Inc.
Common Stock
2024-09-05$35.25/sh−66,766→ 0 total
Disposition to Issuer
AssetMark Financial Holdings, Inc.
Employee Stock Option (right to buy)
2024-09-05−12,758→ 0 total
Disposition to Issuer
AssetMark Financial Holdings, Inc.
Stock Appreciation Right
2024-09-05−23,282→ 0 total
Disposition to Issuer
AssetMark Financial Holdings, Inc.
Stock Appreciation Right
2024-09-05−28,132→ 0 total
Sale
AssetMark Financial Holdings, Inc.
Common Stock
2024-06-10$34.33/sh−308→ 66,766 total
Sale
AssetMark Financial Holdings, Inc.
Common Stock
2024-06-10$34.41/sh−2,221→ 67,074 total
Sale
AssetMark Financial Holdings, Inc.
Common Stock
2023-06-09$29.61/sh−300→ 69,295 total
Award
AssetMark Financial Holdings, Inc.
Common Stock
2023-06-08+12,056→ 70,652 total
Sale
AssetMark Financial Holdings, Inc.
Common Stock
2023-06-08$30.04/sh−1,057→ 69,595 total
Sale
AssetMark Financial Holdings, Inc.
Common Stock
2023-05-17$28.12/sh−6,000→ 58,596 total
Sale
AssetMark Financial Holdings, Inc.
Common Stock
2022-06-10$19.06/sh−308→ 64,596 total
Sale
AssetMark Financial Holdings, Inc.
Common Stock
2022-06-10$19.06/sh−308→ 66,179 total
Sale
AssetMark Financial Holdings, Inc.
Common Stock
2022-06-09$20.00/sh−505→ 64,904 total
Sale
AssetMark Financial Holdings, Inc.
Common Stock
2022-06-09$20.00/sh−505→ 66,487 total
Award
AssetMark Financial Holdings, Inc.
Stock Appreciation Right
2022-06-08+26,315→ 26,315 total
Award
AssetMark Financial Holdings, Inc.
Common Stock
2022-06-08+6,140→ 66,992 total
Award
AssetMark Financial Holdings, Inc.
Common Stock
2022-06-08+6,141→ 65,409 total
Award
AssetMark Financial Holdings, Inc.
Common stock
2021-06-09+5,435→ 55,919 total
Award
AssetMark Financial Holdings, Inc.
Stock Appreciation Right
2021-06-09+23,282→ 23,282 total
Sale
AssetMark Financial Holdings, Inc.
Common Stock
2021-06-09$25.68/sh−301→ 55,618 total
Award
AssetMark Financial Holdings, Inc.
Common Stock
2020-06-09+3,282→ 50,484 total
Award
AssetMark Financial Holdings, Inc.
Stock Appreciation Right
2020-06-09+28,132→ 28,132 total
Sale
AssetMark Financial Holdings, Inc.
Common Stock
2020-06-03$27.00/sh−443→ 47,202 total
Sale
AssetMark Financial Holdings, Inc.
Common Stock
2020-05-28$27.03/sh−1,000→ 47,645 total
Sale
AssetMark Financial Holdings, Inc.
Common Stock
2020-05-27$27.03/sh−3,710→ 48,645 total
Sale
AssetMark Financial Holdings, Inc.
Common Stock
2020-05-26$27.10/sh−1,736→ 52,355 total
Sale
AssetMark Financial Holdings, Inc.
Common Stock
2020-05-22$27.00/sh−1,103→ 54,091 total
Sale
AssetMark Financial Holdings, Inc.
Common Stock
2020-05-21$27.00/sh−2,008→ 55,194 total

Companies

AssetMark Financial Holdings, Inc.
EVP, HR & Project Management

Recent Filings

Address

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

CONCORD, CA, 94520

View on SEC.gov