Shares Held by Insiders

Fully Diluted Shares Held by Insiders

Date

Name

Buy/Sell

$ Value

# Shares

Avg. Price

Title

CEO and President

EVP, Chief Operating Officer

EVP, Investment Solutions

EVP, General Counsel

EVP, Chief Financial Officer

President & CCO

EVP, Chief Executive Officer

EVP, Chief Information Officer

EVP, HR & Project Management

AssetMark Financial Holdings, Inc. provides wealth management and technology solutions in the United States. The company offers an open-architecture product platform, as well as client advice, asset allocation options, practice management, support services, and technology to the financial adviser channel. It also provides integrated technology platform for advisers for accessing a range of automated processes, including new account opening, portfolio construction, streamlined financial planning, customer billing, investor reporting, progress to goal analysis, and client activity tracking; advisory services; and curated investment platform. In addition, the company provides SaaS-based financial planning, wellness, and client digital engagement solutions. Further, it offers mutual funds; custodial recordkeeping services primarily to investor clients of registered investment advisers; and wealth management solutions for individual investors. The company serves independent advisers who provide wealth management advice to the U.S. investors and advisers. AssetMark Financial Holdings, Inc. was founded in 1996 and is headquartered in Concord, California. AssetMark Financial Holdings, Inc. operates as a subsidiary of Huatai International Investment Holdings Limited.

AssetMark Financial Holdings, Inc. provides wealth management and technology solutions in the United States.

Datesorted ascending	Name	Buy/Sell	$ Value	# Shares	Avg. Price	Title
2024-03-04	Premium	sold	Premium	Premium	Premium	CEO and President
2023-12-06	Premium	sold	Premium	Premium	Premium	EVP, Chief Operating Officer
2023-11-17	Premium	sold	Premium	Premium	Premium	EVP, Investment Solutions
2023-10-24	Premium	acquired	Premium	Premium	Premium	CEO and President
2023-06-14	Premium	sold	Premium	Premium	Premium	EVP, General Counsel
2023-06-09	Premium	sold	Premium	Premium	Premium	EVP, Chief Financial Officer
2023-06-09	Premium	sold	Premium	Premium	Premium	President & CCO
2023-06-09	Premium	sold	Premium	Premium	Premium	EVP, Chief Executive Officer
2023-06-09	Premium	sold	Premium	Premium	Premium	EVP, Chief Information Officer
2023-06-09	Premium	sold	Premium	Premium	Premium	EVP, HR & Project Management
2023-06-09	Premium	sold	Premium	Premium	Premium	EVP, Chief Operating Officer
2023-06-09	Premium	sold	Premium	Premium	Premium	EVP, Investment Solutions
2023-06-09	Premium	sold	Premium	Premium	Premium	EVP, General Counsel
2023-06-08	Premium	sold	Premium	Premium	Premium	EVP, General Counsel
2023-06-08	Premium	acquired	Premium	Premium	Premium	-
2023-06-08	Premium	sold	Premium	Premium	Premium	EVP, Chief Financial Officer
2023-06-08	Premium	sold	Premium	Premium	Premium	EVP, Chief Operating Officer
2023-06-08	Premium	acquired	Premium	Premium	Premium	EVP, Chief Financial Officer
2023-06-08	Premium	acquired	Premium	Premium	Premium	EVP, Investment Solutions
2023-06-08	Premium	sold	Premium	Premium	Premium	EVP, Chief Executive Officer
2023-06-08	Premium	acquired	Premium	Premium	Premium	EVP, Chief Executive Officer
2023-06-08	Premium	acquired	Premium	Premium	Premium	EVP, Chief Operating Officer
2023-06-08	Premium	acquired	Premium	Premium	Premium	-
2023-06-08	Premium	acquired	Premium	Premium	Premium	President & CCO
2023-06-08	Premium	sold	Premium	Premium	Premium	EVP, Investment Solutions

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