ANGUS TED F. (EVP, General Counsel) reported 4 transactions at ASSETMARK FINANCIAL HOLDINGS, INC.
Review the transaction codes below to understand the nature of each event.
Filed: 7/23/2024ACC: 0001591587-24-000037
Officer· EVP, General Counsel
Since Jul 2019
-5.96K
Net shares
Net seller
$0.00
Total acquired
0
Open market trades
0B · 0S
4
Total transactions
5.96K disposed
Non-Derivative Transactions4
Common Stock
Direct
Shares
−812.00
Price / share
—
Trade value
—
% of position
0.7%
7/23/2024
113.81K→113K
Common Stock
Direct
Shares
−1.16K
Price / share
—
Trade value
—
% of position
1.0%
7/23/2024
113K→111.84K
Common Stock
Direct
Shares
−2.10K
Price / share
—
Trade value
—
% of position
1.9%
7/23/2024
111.84K→109.73K
Common Stock
Direct
Shares
−1.88K
Price / share
—
Trade value
—
% of position
1.7%
7/23/2024
109.73K→107.85K
Total
Net shares
−5.96K
Net value
$0.00
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 7/23/2024 | G · Gift | −812.00 | — | — | 0.7% | 113.81K | 113K |
| Common Stock Direct | 7/23/2024 | G · Gift | −1.16K | — | — | 1.0% | 113K | 111.84K |
| Common Stock Direct | 7/23/2024 | G · Gift | −2.10K | — | — | 1.9% | 111.84K | 109.73K |
| Common Stock Direct | 7/23/2024 | G · Gift | −1.88K | — | — | 1.7% | 109.73K | 107.85K |
| Total | −5.96K | $0.00 | ||||||
Derivative Transactions0
No derivative transactions reported
Non-Derivative Holdings (Post-Transaction)1
Common Stock
IndirectShares owned1.16K
Total
1.16K indirect1.16K
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Common Stock | 1.16K | Indirect |
| Total | 1.16K | 1.16K indirect |
Derivative Holdings (Post-Transaction)0
No derivative holdings reported