ANGUS TED F.

PrivateCIK: 1782568
Location

CONCORD, CA

ANGUS TED F. (EVP, General Counsel) reported 2 transactions at ASSETMARK FINANCIAL HOLDINGS, INC.

Review the transaction codes below to understand the nature of each event.

InsiderANGUS TED F.CIK 1782568
Officer· EVP, General Counsel
Since Jul 2019
-407.36K
Net shares
Net seller
$3.84M
Total sold
0
Open market trades
0B · 0S
6
Total transactions
407.36K disposed
Non-Derivative Transactions2

Common Stock

Direct
D · Disposition

Shares

107.85K

Price / share

$35.25

Trade value

$3.80M

% of position

New position
9/5/2024
107.85K0.00

Common Stock

Indirect
D · Disposition

Shares

1.16K

Price / share

$35.25

Trade value

$40.85K

% of position

New position
9/5/2024
1.16K0.00
Total

Net shares

109.01K

Net value

-$3.84M

Derivative Transactions4

Employee Stock Option (right to buy)

Direct
D · Disposition
Converts to

Common Stock

62.09K shares

Shares

62.09K

Strike price

Held after

0.00

Exercisable

9/5/2024

Stock Appreciation Right

Direct
D · Disposition
Converts to

Common Stock

80.38K shares

Shares

80.38K

Strike price

Held after

0.00

Exercisable

9/5/2024

Stock Appreciation Right

Direct
D · Disposition
Converts to

Common Stock

82.70K shares

Shares

82.70K

Strike price

Held after

0.00

Exercisable

9/5/2024

Stock Appreciation Right

Direct
D · Disposition
Converts to

Common Stock

73.17K shares

Shares

73.17K

Strike price

Held after

0.00

Exercisable

9/5/2024
ANGUS TED F. — Insider Transaction (Form 4) Filed Sep 6, 2024 | Finecho