Natalie Grace Wolfsen is EVP, Chief Executive Officer of Assetmark Financial Holdings Inc.
Person profile
Roles
Assetmark Financial
EVP, Chief Executive Officer
Address
Concord, California
Employees
SEC CIK
Latest filings (excl ownership)
No filings
Latest ownership filings
144
AssetMark Financial Holdings, Inc.
27 Dec 23
144
AssetMark Financial Holdings, Inc.
15 Dec 23
144
AssetMark Financial Holdings, Inc.
16 Nov 23
144
AssetMark Financial Holdings, Inc.
14 Nov 23
4
AssetMark Financial Holdings, Inc.
12 Jun 23
4
AssetMark Financial Holdings, Inc.
7 Mar 23
4/A
AssetMark Financial Holdings, Inc.
7 Jul 22
4
AssetMark Financial Holdings, Inc.
10 Jun 22
4
AssetMark Financial Holdings, Inc.
8 Mar 22
4/A
AssetMark Financial Holdings, Inc.
3 Sep 21
Recent insider trades
Date | Company | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
9 Jun 23 | AMK Assetmark Financial | Common Stock | Sell | Dispose S | No | No | 29.61 | 1,348 | 39.91 k | 430,734 |
8 Jun 23 | AMK Assetmark Financial | Common Stock | Sell | Dispose S | No | No | 30.04 | 7,186 | 215.87 k | 432,082 |
8 Jun 23 | AMK Assetmark Financial | Common Stock | Grant | Acquire A | No | No | 0 | 26,697 | 0.00 | 439,268 |
8 Jun 23 | AMK Assetmark Financial | Stock Appreciation Right Common Stock | Grant | Acquire A | No | No | 30.3 | 56,029 | 1.70 mm | 56,029 |
8 Jun 23 | AMK Assetmark Financial | Stock Appreciation Right Common Stock | Grant | Acquire A | No | No | 30.3 | 172,798 | 5.24 mm | 172,798 |
6 Mar 23 | AMK Assetmark Financial | Common Stock | Sell | Dispose S | No | No | 31.66 | 5,545 | 175.55 k | 412,571 |