| Date | Company | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|---|---|
| 5 Sep 24 | AMK AssetMark Financial | Common Stock | Sale back to company | Dispose D | Yes | No | 35.25 | 1,159 | 40.85 k | 0 |
| 5 Sep 24 | AMK AssetMark Financial | Common Stock | Sale back to company | Dispose D | No | No | 35.25 | 107,851 | 3.80 mm | 0 |
| 5 Sep 24 | AMK AssetMark Financial | Stock Appreciation Right Common Stock | Sale back to company | Dispose D | No | No | 0 | 73,171 | 0.00 | 0 |
| 5 Sep 24 | AMK AssetMark Financial | Stock Appreciation Right Common Stock | Sale back to company | Dispose D | No | No | 0 | 82,703 | 0.00 | 0 |
| 5 Sep 24 | AMK AssetMark Financial | Stock Appreciation Right Common Stock | Sale back to company | Dispose D | No | No | 0 | 80,377 | 0.00 | 0 |
| 5 Sep 24 | AMK AssetMark Financial | Employee Stock Option Common Stock | Sale back to company | Dispose D | No | No | 0 | 62,095 | 0.00 | 0 |
| 23 Jul 24 | AMK AssetMark Financial | Common Stock | Gift | Dispose G | No | No | 0 | 1,884 | 0.00 | 107,851 |
| 23 Jul 24 | AMK AssetMark Financial | Common Stock | Gift | Dispose G | No | No | 0 | 2,105 | 0.00 | 109,735 |
| 23 Jul 24 | AMK AssetMark Financial | Common Stock | Gift | Dispose G | No | No | 0 | 1,159 | 0.00 | 111,840 |
| 23 Jul 24 | AMK AssetMark Financial | Common Stock | Gift | Dispose G | No | No | 0 | 812 | 0.00 | 112,999 |
