Financial reports
10-K
2023 FY
Annual report
14 Mar 24
10-Q
2023 Q3
Quarterly report
7 Nov 23
10-Q
2023 Q2
Quarterly report
4 Aug 23
10-Q
2023 Q1
Quarterly report
5 May 23
ARS
2022 FY
Annual report to shareholders
17 Apr 23
10-K
2022 FY
Annual report
14 Mar 23
10-Q
2022 Q3
Quarterly report
8 Nov 22
10-Q
2022 Q2
Quarterly report
8 Aug 22
10-Q
2022 Q1
Quarterly report
9 May 22
10-K
2021 FY
Annual report
10 Mar 22
Current reports
8-K
AssetMark Reports $108.9B Platform Assets for Fourth Quarter 2023
21 Feb 24
8-K
Regulation FD Disclosure
1 Dec 23
8-K
Third Quarter 2023 Financial and Operational Highlights
6 Nov 23
8-K/A
Departure of Directors or Certain Officers
18 Oct 23
8-K
Departure of Directors or Certain Officers
18 Oct 23
8-K
AssetMark Names Michael Kim Chief Executive Officer
8 Sep 23
8-K
AssetMark Reports $100.8B Platform Assets for Second Quarter 2023
2 Aug 23
8-K
Amendments to Articles of Incorporation or Bylaws
7 Jun 23
8-K
First Quarter 2023 Financial and Operational Highlights
3 May 23
8-K
AssetMark Reports $91.5B Platform Assets for Fourth Quarter 2022
22 Feb 23
Registration and prospectus
S-3/A
Shelf registration (amended)
17 Jun 21
S-3
Shelf registration
3 Aug 20
S-8
Registration of securities for employees
18 Jul 19
424B4
Prospectus supplement with pricing info
18 Jul 19
8-A12B
Registration of securities on exchange
15 Jul 19
S-1/A
IPO registration (amended)
10 Jul 19
S-1/A
IPO registration (amended)
8 Jul 19
S-1
IPO registration
24 Jun 19
DRS/A
Draft registration statement (amended)
31 May 19
DRS
Draft registration statement
23 Apr 19
Proxies
DEFA14A
Additional proxy soliciting materials
17 Apr 23
DEF 14A
Definitive proxy
17 Apr 23
PRE 14A
Preliminary proxy
5 Apr 23
DEFA14A
Additional proxy soliciting materials
25 Apr 22
DEF 14A
Definitive proxy
25 Apr 22
DEFA14A
Additional proxy soliciting materials
29 Apr 21
DEF 14A
Definitive proxy
29 Apr 21
DEFA14A
Additional proxy soliciting materials
24 Apr 20
DEF 14A
Definitive proxy
24 Apr 20
Other
EFFECT
Notice of effectiveness
2 Jul 21
CORRESP
Correspondence with SEC
29 Jun 21
UPLOAD
Letter from SEC
7 May 21
UPLOAD
Letter from SEC
10 Aug 20
EFFECT
Notice of effectiveness
18 Jul 19
CERT
Certification of approval for exchange listing
16 Jul 19
CORRESP
Correspondence with SEC
15 Jul 19
CORRESP
Correspondence with SEC
15 Jul 19
SEC STAFF
SEC staff action: Order
12 Jul 19
CORRESP
Correspondence with SEC
8 Jul 19
Ownership
4
Michael Kim
5 Mar 24
3/A
Joel David McNatt JR
9 Feb 24
13F-NT
Notice of holdings reported by another manager
9 Feb 24
144
Notice of proposed sale of securities
29 Jan 24
4
Joel David McNatt JR
26 Jan 24
144
Notice of proposed sale of securities
27 Dec 23
144
Notice of proposed sale of securities
15 Dec 23
4
Carrie E. Hansen
7 Dec 23
144
Notice of proposed sale of securities
6 Dec 23
144
Notice of proposed sale of securities
16 Nov 23