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Insider
Information: |
Goldman Charles G |
Relationship: |
Chief Executive Office... |
City: |
San Francisco |
State: |
CA |
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Insider
Summary: |
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Companies Owned : |
2 |
|
Direct
Shares |
2,060,684 |
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Indirect Shares
|
2,537 |
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Direct
Value |
$3,083,331 |
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Indirect Value
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$164,727 |
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Total
Shares |
2,063,221 |
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Total
Value |
$3,248,058 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
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Sells
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Total
Filings :
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0
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0
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Stock
price went up :
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0
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0
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Stock
price went down : |
0
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0
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Gain/Loss Ratio : |
0.0
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0.0
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Percentage
Gain/Loss : |
0.0%
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0.0%
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Holdings
:
Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold |
|
Charles Schwab Corp |
SCHW |
EVP/COO, Schwab Instit... |
2008-11-17 |
47,487 |
2008-08-29 |
2,537 |
Premium* |
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Assetmark Financial Holdings, Inc. |
AMK |
Chief Executive Office... |
2020-06-11 |
2,013,197 |
2020-06-11 |
0 |
Premium* |
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Records found :
25 |
Free Registration Required For Full Results. Limit: 25
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Download |
Page 1 of 1
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Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
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3m +/- |
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|
Form |
AMK |
Assetmark Financial Holdi... |
President and CEO |
|
2019-07-17 |
4 |
A |
$0.00 |
$0 |
D/D |
2,484,127 |
2,484,127 |
0 |
- |
|
AMK |
Assetmark Financial Holdi... |
President and CEO |
|
2019-07-17 |
4 |
A |
$0.00 |
$0 |
I/I |
310,608 |
310,608 |
0 |
- |
|
AMK |
Assetmark Financial Holdi... |
President and CEO |
|
2020-05-04 |
4 |
S |
$23.10 |
$2,040,263 |
D/D |
(88,317) |
2,173,010 |
0 |
- |
|
AMK |
Assetmark Financial Holdi... |
President and CEO |
|
2020-05-08 |
4 |
S |
$24.54 |
$1,278,218 |
D/D |
(51,556) |
2,030,879 |
0 |
- |
|
AMK |
Assetmark Financial Holdi... |
President and CEO |
|
2020-05-06 |
4 |
S |
$22.44 |
$1,101,696 |
D/D |
(48,322) |
2,112,869 |
0 |
- |
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AMK |
Assetmark Financial Holdi... |
President and CEO |
|
2020-05-26 |
4 |
S |
$25.16 |
$1,173,750 |
I/I |
(45,300) |
146,841 |
0 |
- |
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AMK |
Assetmark Financial Holdi... |
President and CEO |
|
2020-04-30 |
4 |
S |
$23.69 |
$937,540 |
D/D |
(39,102) |
2,287,152 |
0 |
- |
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AMK |
Assetmark Financial Holdi... |
President and CEO |
|
2020-05-18 |
4 |
S |
$25.50 |
$988,443 |
I/I |
(38,077) |
272,531 |
0 |
- |
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AMK |
Assetmark Financial Holdi... |
President and CEO |
|
2020-05-07 |
4 |
S |
$24.41 |
$744,688 |
D/D |
(30,434) |
2,082,435 |
0 |
- |
|
AMK |
Assetmark Financial Holdi... |
President and CEO |
|
2020-04-29 |
4 |
S |
$23.14 |
$687,289 |
D/D |
(29,318) |
2,326,254 |
0 |
- |
|
AMK |
Assetmark Financial Holdi... |
President and CEO |
|
2020-05-21 |
4 |
S |
$26.54 |
$783,149 |
I/I |
(29,278) |
211,514 |
0 |
- |
|
AMK |
Assetmark Financial Holdi... |
President and CEO |
|
2020-05-01 |
4 |
S |
$23.51 |
$607,809 |
D/D |
(25,825) |
2,261,327 |
0 |
- |
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AMK |
Assetmark Financial Holdi... |
President and CEO |
|
2020-04-23 |
4 |
S |
$22.15 |
$518,554 |
D/D |
(23,411) |
2,377,167 |
0 |
- |
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AMK |
Assetmark Financial Holdi... |
President and CEO |
|
2020-05-27 |
4 |
S |
$26.91 |
$591,778 |
I/I |
(21,991) |
124,850 |
0 |
- |
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AMK |
Assetmark Financial Holdi... |
President and CEO |
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2020-05-19 |
4 |
S |
$25.47 |
$527,433 |
I/I |
(20,708) |
251,823 |
0 |
- |
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AMK |
Assetmark Financial Holdi... |
President and CEO |
|
2020-05-22 |
4 |
S |
$26.50 |
$514,285 |
I/I |
(19,373) |
192,141 |
0 |
- |
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AMK |
Assetmark Financial Holdi... |
President and CEO |
|
2020-03-09 |
4 |
S |
$22.66 |
$446,794 |
D/D |
(19,174) |
2,427,494 |
0 |
- |
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AMK |
Assetmark Financial Holdi... |
President and CEO |
|
2020-05-28 |
4 |
S |
$26.01 |
$495,575 |
I/I |
(18,773) |
106,077 |
0 |
- |
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AMK |
Assetmark Financial Holdi... |
President and CEO |
|
2020-05-29 |
4 |
S |
$26.01 |
$446,425 |
I/I |
(16,949) |
89,128 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP - Schwab Institutional |
|
2007-10-01 |
4 |
A |
$22.02 |
$337,501 |
D/D |
15,327 |
29,275 |
0 |
- |
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SCHW |
Charles Schwab Corp |
EVP/COO, Schwab Institutional |
|
2008-11-03 |
4 |
A |
$19.17 |
$260,003 |
D/D |
13,563 |
49,082 |
0 |
- |
|
AMK |
Assetmark Financial Holdi... |
President and CEO |
|
2020-03-06 |
4 |
S |
$25.30 |
$339,349 |
D/D |
(13,413) |
2,446,668 |
0 |
- |
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AMK |
Assetmark Financial Holdi... |
President and CEO |
|
2020-06-01 |
4 |
S |
$25.16 |
$329,344 |
I/I |
(12,706) |
76,422 |
0 |
- |
|
AMK |
Assetmark Financial Holdi... |
President and CEO |
|
2020-05-05 |
4 |
S |
$23.47 |
$280,906 |
D/D |
(11,819) |
2,161,191 |
0 |
- |
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AMK |
Assetmark Financial Holdi... |
President and CEO |
|
2020-06-05 |
4 |
S |
$27.28 |
$319,994 |
I/I |
(11,730) |
39,073 |
0 |
- |
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25 Records found
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1
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Page 1 of 1 |
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Free Registration Required For Full Results. Limit: 25
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Transaction Code Key: |
Ownership Code Key |
|
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
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S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
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OE |
- Options Exercised |
A |
- Aquired |
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IO |
- Initital Ownership |
D |
- Disposed |
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