Latest filings (excl ownership)
ARS
2023 FY
Annual report to shareholders
9 Apr 24
DEFA14A
Additional proxy soliciting materials
9 Apr 24
DEF 14A
Definitive proxy
9 Apr 24
10-K
2023 FY
Annual report
14 Mar 24
8-K
AssetMark Reports $108.9B Platform Assets for Fourth Quarter 2023
21 Feb 24
8-K
Regulation FD Disclosure
1 Dec 23
10-Q
2023 Q3
Quarterly report
7 Nov 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
10-Q
2023 Q2
Quarterly report
4 Aug 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
10-Q
2023 Q1
Quarterly report
5 May 23
8-K
First Quarter 2023 Financial and Operational Highlights
3 May 23
ARS
2022 FY
Annual report to shareholders
17 Apr 23
DEFA14A
Additional proxy soliciting materials
17 Apr 23
DEF 14A
Definitive proxy
17 Apr 23
PRE 14A
Preliminary proxy
5 Apr 23
10-K
2022 FY
Annual report
14 Mar 23
8-K
AssetMark Reports $91.5B Platform Assets for Fourth Quarter 2022
22 Feb 23
8-K
AssetMark Completes Acquisition of Adhesion Wealth
15 Dec 22
8-K
Entry into a Material Definitive Agreement
10 Nov 22
10-Q
2022 Q3
Quarterly report
8 Nov 22
8-K
Regulation FD Disclosure
7 Nov 22
8-K
Third Quarter 2022 Financial and Operational Highlights
1 Nov 22
8-K
Regulation FD Disclosure
13 Sep 22
10-Q
2022 Q2
Quarterly report
8 Aug 22
8-K
AssetMark Reports $82.1B Platform Assets for Second Quarter 2022
3 Aug 22
8-K
AssetMark to Acquire Adhesion Wealth, Accelerating RIA Offering
13 Jun 22
8-K
Departure of Directors or Certain Officers
13 Jun 22
8-K/A
Submission of Matters to a Vote of Security Holders
8 Jun 22
8-K
Submission of Matters to a Vote of Security Holders
7 Jun 22
8-K
Departure of Directors or Certain Officers
27 May 22
8-K
Regulation FD Disclosure
12 May 22
10-Q
2022 Q1
Quarterly report
9 May 22
8-K
AssetMark Reports $90.8B Platform Assets for First Quarter 2022
28 Apr 22
DEFA14A
Additional proxy soliciting materials
25 Apr 22
DEF 14A
Definitive proxy
25 Apr 22
Latest ownership filings
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
144
Notice of proposed sale of securities
14 Nov 23
13F-NT
Notice of holdings reported by another manager
27 Oct 23
4
Michael Kim
26 Oct 23
13F-NT
Notice of holdings reported by another manager
11 Aug 23
4
Ted F. Angus
15 Jun 23
144
Notice of proposed sale of securities
14 Jun 23
4
Gary G. Zyla
12 Jun 23
4
Michael Kim
12 Jun 23
4
Natalie Grace Wolfsen
12 Jun 23
4
Carrie E. Hansen
12 Jun 23
4
Mukesh Mehta
12 Jun 23
4
Ted F. Angus
12 Jun 23
4
Joel David McNatt JR
12 Jun 23
4
Esi Minta-Jacobs
12 Jun 23
4
JOSEPH M VELLI
12 Jun 23
4
Patricia Lynn Guinn
12 Jun 23
4
Rohit Bhagat
12 Jun 23
4
Ted F. Angus
18 May 23
4
Esi Minta-Jacobs
18 May 23
144
Notice of proposed sale of securities
17 May 23
144
Notice of proposed sale of securities
17 May 23
4
Gary G. Zyla
10 May 23
144
Notice of proposed sale of securities
8 May 23
13F-NT
Notice of holdings reported by another manager
5 May 23
4
Michael Kim
17 Mar 23
4
Natalie Grace Wolfsen
7 Mar 23
4
Michael Kim
7 Mar 23
13F-NT
Notice of holdings reported by another manager
10 Feb 23
4
Michael Kim
31 Jan 23
4/A
Joel David McNatt JR
7 Jul 22