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
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
4
AssetMark Financial Holdings, Inc.
1 Jul 21
4
AssetMark Financial Holdings, Inc.
28 Apr 21
4
AssetMark Financial Holdings, Inc.
4 Feb 21
4
AssetMark Financial Holdings, Inc.
3 Feb 21
4
AssetMark Financial Holdings, Inc.
2 Feb 21
Recent insider trades
Date | Company | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
6 Mar 23 | AMK Assetmark Financial | Common Stock | Sell | Dispose S | No | No | 31.66 | 5,545 | 175.55 k | 412,571 |
10 Jun 22 | AMK Assetmark Financial | Common Stock | Sell | Dispose S | No | No | 19.06 | 1,383 | 26.36 k | 418,115 |
9 Jun 22 | AMK Assetmark Financial | Common Stock | Sell | Dispose S | No | No | 20 | 3,227 | 64.54 k | 419,498 |
8 Jun 22 | AMK Assetmark Financial | Common Stock | Grant | Acquire A | No | No | 0 | 30,700 | 0.00 | 422,725 |
8 Jun 22 | AMK Assetmark Financial | Stock Appreciation Right Common Stock | Grant | Acquire A | No | No | 20.92 | 263,145 | 5.50 mm | 263,145 |
8 Jun 22 | AMK Assetmark Financial | Common Stock | Grant | Acquire A | No | No | 0 | 30,701 | 0.00 | 422,726 |
8 Jun 22 | AMK Assetmark Financial | Stock Appreciation Right Common Stock | Grant | Acquire A | No | No | 20.92 | 263,146 | 5.51 mm | 263,146 |
4 Mar 22 | AMK Assetmark Financial | Common Stock | Sell | Dispose S | No | No | 22.3 | 5,075 | 113.17 k | 392,025 |