Assetmark Financial Holdings Inc. (AMK) NEW YORK STOCK EXCHANGE INC.
$33.96 (0.03) (-0.09%)
Market Cap: $2.53B
As of 05/15/24 04:00 PM EDT. Market closed.
Assetmark Financial Holdings Inc. (AMK)
NEW YORK STOCK EXCHANGE INC.
$33.96
(0.03) (-0.09%)
Market Cap: $2.53B
As of 05/15/24 04:00 PM EDT. Market closed.
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assetmark is a leading independent provider of innovative investment and consulting solutions serving financial advisors. we provide investment, relationship and practice management solutions that advisors use to help clients achieve their investment objectives and life goals. our relentless service ethic and robust client relationship support set us apart. our offering is flexible to suit each ... read more
COMPANY PROFILE
Sector
Industry
CEO
Natalie Grace Wolfsen
Full Time Employees
830
URL
Address
1655 Grant St Fl 10, California, Concord, 94520-2600.
Sector
Industry
CEO
Natalie Grace Wolfsen
Full Time Employees
830
URL
Address
1655 Grant St Fl 10, California, Concord, 94520-2600.
PRICE CHART FOR ASSETMARK FINANCIAL HOLDINGS INC
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NEWS
INSIDEARBITRAGE ARTICLES
KEY STATS
Open
$34.05
Previous Close
$33.99
Days Range
$33.96 - $34.07
52 week range
$22.92 - $37.54
Volume
411,595
Avg. Volume (30 days)
779,766
Market Cap
$2.53B
Dividend Yield
-
P/E
17.58
Shares Outstanding
74,400,366
Open
$34.05
Previous Close
$33.99
Days Range
$33.96 - $34.07
52 week range
$22.92 - $37.54
Volume
411,595
Avg. Volume (30 days)
779,766
Market Cap
$2.53B
Dividend Yield
-
P/E
17.58
Shares Outstanding
74,400,366
FINANCIAL STATEMENTS FOR ASSETMARK FINANCIAL HOLDINGS INC
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INSIDER TRANSACTIONS FOR ASSETMARK FINANCIAL HOLDINGS INC
| Owner | Relationship | Date | Transaction | Cost | # Shares | Value($) | Total Shares | Form 4 |
| Kim Michael | CEO and President | Mar 04, 2024 | Sale | $35.18 | 11,833 | 416,285 | 364,777 | Mar 05, 2024, 05:10 PM |
| McNatt Joel David JR | EVP, Investment Solutions | Nov 17, 2023 | Sale | $25.17 | 4,000 | 100,680 | 56,319 | Jan 26, 2024, 05:31 PM |
| Hansen Carrie E. | EVP, Chief Operating Officer | Dec 06, 2023 | Sale | $26.18 | 11,500 | 301,070 | 145,193 | Dec 07, 2023, 05:43 PM |
| Angus Ted F. | EVP, General Counsel | Jun 14, 2023 | Sale | $28.16 | 7,265 | 204,582 | 123,445 | Jun 15, 2023, 04:47 PM |
| Zyla Gary G. | EVP, Chief Financial Officer | Jun 09, 2023 | Sale | $29.61 | 855 | 25,317 | 100,581 | Jun 12, 2023, 07:42 PM |
| Zyla Gary G. | EVP, Chief Financial Officer | Jun 08, 2023 | Sale | $30.04 | 3,318 | 99,673 | 101,436 | Jun 12, 2023, 07:42 PM |
| Kim Michael | President & CCO | Jun 08, 2023 | Sale | $30.04 | 4,979 | 149,569 | 335,656 | Jun 12, 2023, 07:41 PM |
| Kim Michael | President & CCO | Jun 09, 2023 | Sale | $29.61 | 1,348 | 39,914 | 334,308 | Jun 12, 2023, 07:41 PM |
| Wolfsen Natalie Grace | EVP, Chief Executive Officer | Jun 09, 2023 | Sale | $29.61 | 1,348 | 39,914 | 430,734 | Jun 12, 2023, 07:41 PM |
| Wolfsen Natalie Grace | EVP, Chief Executive Officer | Jun 08, 2023 | Sale | $30.04 | 7,186 | 215,867 | 432,082 | Jun 12, 2023, 07:41 PM |
| Hansen Carrie E. | EVP, Chief Operating Officer | Jun 09, 2023 | Sale | $29.61 | 855 | 25,317 | 156,693 | Jun 12, 2023, 07:09 PM |
| Hansen Carrie E. | EVP, Chief Operating Officer | Jun 08, 2023 | Sale | $30.04 | 3,318 | 99,673 | 157,548 | Jun 12, 2023, 07:09 PM |
| Mehta Mukesh | EVP, Chief Information Officer | Jun 09, 2023 | Sale | $29.61 | 855 | 25,317 | 313,671 | Jun 12, 2023, 07:08 PM |
| Mehta Mukesh | EVP, Chief Information Officer | Jun 08, 2023 | Sale | $30.04 | 3,318 | 99,673 | 314,526 | Jun 12, 2023, 07:08 PM |
| Angus Ted F. | EVP, General Counsel | Jun 09, 2023 | Sale | $29.61 | 855 | 25,317 | 130,710 | Jun 12, 2023, 07:08 PM |
| Angus Ted F. | EVP, General Counsel | Jun 08, 2023 | Sale | $30.04 | 3,318 | 99,673 | 131,565 | Jun 12, 2023, 07:08 PM |
| McNatt Joel David JR | EVP, Investment Solutions | Jun 09, 2023 | Sale | $29.61 | 300 | 8,883 | 60,319 | Jun 12, 2023, 07:07 PM |
| McNatt Joel David JR | EVP, Investment Solutions | Jun 08, 2023 | Sale | $30.04 | 1,456 | 43,738 | 60,619 | Jun 12, 2023, 07:07 PM |
| Minta-Jacobs Esi | EVP, HR & Project Management | Jun 09, 2023 | Sale | $29.61 | 300 | 8,883 | 69,295 | Jun 12, 2023, 07:06 PM |
| Minta-Jacobs Esi | EVP, HR & Project Management | Jun 08, 2023 | Sale | $30.04 | 1,057 | 31,752 | 69,595 | Jun 12, 2023, 07:06 PM |
| Angus Ted F. | EVP, General Counsel | May 17, 2023 | Sale | $28.12 | 5,637 | 158,512 | 96,991 | May 18, 2023, 07:14 PM |
| Minta-Jacobs Esi | EVP, HR & Project Management | May 17, 2023 | Sale | $28.12 | 6,000 | 168,720 | 58,596 | May 18, 2023, 07:13 PM |
| Zyla Gary G. | EVP, Chief Financial Officer | May 08, 2023 | Sale | $26.83 | 8,958 | 240,343 | 89,597 | May 10, 2023, 04:56 PM |
| Wolfsen Natalie Grace | EVP, Chief Executive Officer | Mar 06, 2023 | Sale | $31.66 | 5,545 | 175,555 | 412,571 | Mar 07, 2023, 04:58 PM |
| Kim Michael | President & CCO | Mar 06, 2023 | Sale | $31.66 | 4,044 | 128,033 | 72,550 | Mar 07, 2023, 04:57 PM |
| McNatt Joel David JR | EVP, Investment Solutions | Jun 09, 2022 | Sale | $20.00 | 505 | 10,100 | 33,103 | Jul 07, 2022, 05:05 PM |
| McNatt Joel David JR | EVP, Investment Solutions | Jun 10, 2022 | Sale | $19.06 | 308 | 5,870 | 32,795 | Jul 07, 2022, 05:05 PM |
| Minta-Jacobs Esi | EVP, HR & Project Management | Jun 10, 2022 | Sale | $19.06 | 308 | 5,870 | 64,596 | Jul 07, 2022, 05:04 PM |
| Minta-Jacobs Esi | EVP, HR & Project Management | Jun 09, 2022 | Sale | $20.00 | 505 | 10,100 | 64,904 | Jul 07, 2022, 05:04 PM |
| McNatt Joel David JR | EVP, Investment Solutions | Jun 10, 2022 | Sale | $19.06 | 308 | 5,870 | 20,239 | Jun 10, 2022, 08:59 PM |
| McNatt Joel David JR | EVP, Investment Solutions | Jun 09, 2022 | Sale | $20.00 | 505 | 10,100 | 20,547 | Jun 10, 2022, 08:59 PM |
| Zyla Gary G. | EVP, Chief Financial Officer | Jun 10, 2022 | Sale | $19.06 | 877 | 16,716 | 98,554 | Jun 10, 2022, 08:57 PM |
| Zyla Gary G. | EVP, Chief Financial Officer | Jun 09, 2022 | Sale | $20.00 | 1,585 | 31,700 | 99,431 | Jun 10, 2022, 08:57 PM |
| Minta-Jacobs Esi | EVP, HR & Project Management | Jun 10, 2022 | Sale | $19.06 | 308 | 5,870 | 66,179 | Jun 10, 2022, 08:55 PM |
| Minta-Jacobs Esi | EVP, HR & Project Management | Jun 09, 2022 | Sale | $20.00 | 505 | 10,100 | 66,487 | Jun 10, 2022, 08:55 PM |
| Mehta Mukesh | EVP, Chief Information Officer | Jun 10, 2022 | Sale | $19.06 | 877 | 16,716 | 279,951 | Jun 10, 2022, 08:54 PM |
| Mehta Mukesh | EVP, Chief Information Officer | Jun 09, 2022 | Sale | $20.00 | 1,585 | 31,700 | 280,828 | Jun 10, 2022, 08:54 PM |
| Wolfsen Natalie Grace | EVP, Chief Executive Officer | Jun 10, 2022 | Sale | $19.06 | 1,383 | 26,360 | 418,115 | Jun 10, 2022, 08:52 PM |
| Wolfsen Natalie Grace | EVP, Chief Executive Officer | Jun 09, 2022 | Sale | $20.00 | 3,227 | 64,540 | 419,498 | Jun 10, 2022, 08:52 PM |
| Kim Michael | President & CCO | Jun 10, 2022 | Sale | $19.06 | 965 | 18,393 | 373,773 | Jun 10, 2022, 08:49 PM |
| Kim Michael | President & CCO | Jun 09, 2022 | Sale | $20.00 | 1,801 | 36,020 | 374,738 | Jun 10, 2022, 08:49 PM |
| Hansen Carrie E. | EVP, Chief Operating Officer | Jun 10, 2022 | Sale | $19.06 | 877 | 16,716 | 122,973 | Jun 10, 2022, 08:47 PM |
| Hansen Carrie E. | EVP, Chief Operating Officer | Jun 09, 2022 | Sale | $20.00 | 1,585 | 31,700 | 123,850 | Jun 10, 2022, 08:47 PM |
| Angus Ted F. | EVP, General Counsel | Jun 10, 2022 | Sale | $19.06 | 877 | 16,716 | 102,627 | Jun 10, 2022, 08:44 PM |
| Angus Ted F. | EVP, General Counsel | Jun 09, 2022 | Sale | $20.00 | 1,585 | 31,700 | 103,504 | Jun 10, 2022, 08:44 PM |
| Kim Michael | President & CCO | Mar 04, 2022 | Sale | $22.30 | 4,114 | 91,742 | 353,514 | Mar 08, 2022, 06:34 PM |
| Wolfsen Natalie Grace | EVP, Chief Executive Officer | Mar 04, 2022 | Sale | $22.30 | 5,075 | 113,172 | 392,025 | Mar 08, 2022, 06:33 PM |
| Hahn John | SVP, Finance & Reporting (PAO) | Jul 20, 2020 | Option Exercise | $22.00 | 4,252 | 93,544 | 40,909 | Feb 09, 2022, 06:56 PM |
| Hahn John | SVP, Finance & Reporting (PAO) | Jul 20, 2020 | Sale | $28.00 | 4,252 | 119,056 | 36,657 | Feb 09, 2022, 06:56 PM |
| Hahn John | SVP, Finance & Reporting (PAO) | Jun 11, 2021 | Sale | $25.68 | 301 | 7,730 | 13,053 | Feb 09, 2022, 06:56 PM |
| Hahn John | SVP, Finance & Reporting (PAO) | Jun 10, 2020 | Sale | $27.72 | 6,675 | 185,009 | 41,107 | Feb 09, 2022, 06:56 PM |
| Hahn John | SVP, Finance & Reporting (PAO) | Mar 10, 2021 | Sale | $24.55 | 2,590 | 63,584 | 9,957 | Feb 09, 2022, 06:56 PM |
| Hahn John | SVP, Finance & Reporting (PAO) | Mar 09, 2021 | Sale | $24.50 | 16,635 | 407,558 | 12,547 | Feb 09, 2022, 06:56 PM |
| Hahn John | SVP, Finance & Reporting (PAO) | Mar 08, 2021 | Sale | $24.53 | 800 | 19,624 | 29,182 | Feb 09, 2022, 06:56 PM |
| Hahn John | SVP, Finance & Reporting (PAO) | Feb 05, 2021 | Sale | $25.01 | 6,675 | 166,942 | 29,982 | Feb 09, 2022, 06:56 PM |
| Mehta Mukesh | EVP, Chief Information Officer | Nov 12, 2021 | Sale | $28.01 | 607 | 17,002 | 263,116 | Nov 12, 2021, 06:24 PM |
| Mehta Mukesh | EVP, Chief Information Officer | Nov 11, 2021 | Sale | $28.01 | 1,456 | 40,783 | 263,723 | Nov 12, 2021, 06:24 PM |
| Mehta Mukesh | EVP, Chief Information Officer | Nov 10, 2021 | Sale | $28.04 | 27,937 | 783,354 | 265,179 | Nov 12, 2021, 06:24 PM |
| Chafkin Jeremiah H | Vice Chairman | Sep 13, 2021 | Sale | $26.08 | 34,654 | 903,776 | 321,805 | Sep 14, 2021, 07:02 PM |
| Chafkin Jeremiah H | Vice Chairman | Sep 14, 2021 | Sale | $26.18 | 15,346 | 401,758 | 306,459 | Sep 14, 2021, 07:02 PM |
| Mehta Mukesh | EVP, Chief Information Officer | Sep 02, 2021 | Sale | $27.06 | 9,377 | 253,742 | 293,116 | Sep 03, 2021, 03:54 PM |
| Angus Ted F. | EVP, General Counsel | Jun 09, 2021 | Sale | $25.68 | 859 | 22,059 | 85,792 | Sep 03, 2021, 03:17 PM |
| Chafkin Jeremiah H | EVP, Chief Investment Officer | Jun 09, 2021 | Sale | $25.68 | 430 | 11,042 | 406,459 | Sep 03, 2021, 03:17 PM |
| Hansen Carrie E. | EVP, Chief Operating Officer | Jun 09, 2021 | Sale | $25.68 | 859 | 22,059 | 106,138 | Sep 03, 2021, 03:16 PM |
| Kim Michael | EVP, Chief Client Officer | Jun 09, 2021 | Sale | $25.68 | 945 | 24,268 | 357,628 | Sep 03, 2021, 03:16 PM |
| Mehta Mukesh | EVP, Chief Information Officer | Aug 18, 2021 | Sale | $27.08 | 15,872 | 429,814 | 302,993 | Sep 03, 2021, 03:16 PM |
| Mehta Mukesh | EVP, Chief Information Officer | Jun 09, 2021 | Sale | $25.68 | 859 | 22,059 | 318,865 | Sep 03, 2021, 03:16 PM |
| Mehta Mukesh | EVP, Chief Information Officer | Aug 19, 2021 | Sale | $27.00 | 500 | 13,500 | 302,493 | Sep 03, 2021, 03:16 PM |
| Minta-Jacobs Esi | EVP, HR & Project Management | Jun 09, 2021 | Sale | $25.68 | 301 | 7,730 | 55,618 | Sep 03, 2021, 03:15 PM |
| Wolfsen Natalie Grace | EVP, Chief Solutions Officer | Jun 09, 2021 | Sale | $25.68 | 945 | 24,268 | 397,100 | Sep 03, 2021, 03:14 PM |
| Zyla Gary G. | EVP, Chief Financial Officer | Jun 09, 2021 | Sale | $25.68 | 859 | 22,059 | 81,719 | Sep 03, 2021, 03:13 PM |
| Mehta Mukesh | EVP, Chief Information Officer | May 07, 2020 | Sale | $25.00 | 6,800 | 170,000 | 363,254 | Sep 02, 2021, 07:32 PM |
| Mehta Mukesh | EVP, Chief Information Officer | May 08, 2020 | Sale | $25.04 | 13,200 | 330,528 | 350,054 | Sep 02, 2021, 07:32 PM |
| Chafkin Jeremiah H | EVP, Chief Investment Officer | Aug 11, 2021 | Sale | $26.55 | 50,000 | 1,327,500 | 356,889 | Aug 13, 2021, 05:11 PM |
| Mehta Mukesh | EVP, Chief Information Officer | Jun 25, 2021 | Sale | $27.04 | 2,534 | 68,519 | 302,643 | Jun 25, 2021, 08:52 PM |
| Mehta Mukesh | EVP, Chief Information Officer | Jun 16, 2021 | Sale | $27.00 | 100 | 2,700 | 306,794 | Jun 16, 2021, 07:05 PM |
| Angus Ted F. | EVP, General Counsel | Apr 09, 2021 | Sale | $21.93 | 10,069 | 220,813 | 79,350 | Apr 09, 2021, 05:59 PM |
| Angus Ted F. | EVP, General Counsel | Mar 10, 2021 | Sale | $24.16 | 9,923 | 239,740 | 89,419 | Mar 10, 2021, 06:28 PM |
| Angus Ted F. | EVP, General Counsel | Mar 01, 2021 | Sale | $25.02 | 20,291 | 507,681 | 99,342 | Mar 01, 2021, 07:42 PM |
| Hansen Carrie E. | EVP, Chief Operating Officer | Feb 11, 2021 | Sale | $26.29 | 3,662 | 96,274 | 89,916 | Feb 11, 2021, 08:23 PM |
| Hansen Carrie E. | EVP, Chief Operating Officer | Feb 10, 2021 | Sale | $26.39 | 32,160 | 848,702 | 93,578 | Feb 10, 2021, 08:36 PM |
| Angus Ted F. | EVP, General Counsel | Feb 10, 2021 | Sale | $26.38 | 16,687 | 440,203 | 119,633 | Feb 10, 2021, 08:33 PM |
| Hansen Carrie E. | EVP, Chief Operating Officer | Feb 09, 2021 | Sale | $25.76 | 23,073 | 594,416 | 129,295 | Feb 09, 2021, 06:59 PM |
| Hansen Carrie E. | EVP, Chief Operating Officer | Feb 08, 2021 | Sale | $25.33 | 36,338 | 920,442 | 148,811 | Feb 08, 2021, 08:14 PM |
| Hansen Carrie E. | EVP, Chief Operating Officer | Feb 05, 2021 | Sale | $24.94 | 29,816 | 743,611 | 185,149 | Feb 05, 2021, 07:41 PM |
| Zyla Gary G. | EVP, Chief Financial Officer | Feb 05, 2021 | Sale | $25.02 | 35,034 | 876,551 | 130,497 | Feb 05, 2021, 07:39 PM |
| Wolfsen Natalie Grace | EVP, Chief Solutions Officer | Feb 04, 2021 | Sale | $23.76 | 8,109 | 192,691 | 328,703 | Feb 04, 2021, 07:11 PM |
| Hansen Carrie E. | EVP, Chief Operating Officer | Feb 04, 2021 | Sale | $24.24 | 16,561 | 401,439 | 214,965 | Feb 04, 2021, 07:08 PM |
| Wolfsen Natalie Grace | EVP, Chief Solutions Officer | Feb 03, 2021 | Sale | $23.03 | 22,846 | 526,143 | 336,756 | Feb 03, 2021, 06:46 PM |
| Wolfsen Natalie Grace | EVP, Chief Solutions Officer | Feb 02, 2021 | Sale | $23.36 | 18,452 | 431,039 | 359,602 | Feb 02, 2021, 07:21 PM |
| Wolfsen Natalie Grace | EVP, Chief Solutions Officer | Feb 01, 2021 | Sale | $23.01 | 4,146 | 95,399 | 378,054 | Feb 01, 2021, 05:40 PM |
| Zyla Gary G. | EVP, Chief Financial Officer | Jan 25, 2021 | Sale | $25.03 | 101 | 2,528 | 165,531 | Jan 25, 2021, 08:00 PM |
| Mehta Mukesh | EVP, Chief Information Officer | Nov 09, 2020 | Sale | $25.18 | 22,537 | 567,482 | 311,928 | Jan 22, 2021, 03:51 PM |
| Kim Michael | EVP, Chief Client Officer | Jan 21, 2021 | Sale | $25.01 | 637 | 15,931 | 294,028 | Jan 21, 2021, 06:43 PM |
| Zyla Gary G. | EVP, Chief Financial Officer | Jan 21, 2021 | Sale | $25.00 | 1,909 | 47,725 | 165,632 | Jan 21, 2021, 06:39 PM |
| Zyla Gary G. | EVP, Chief Financial Officer | Jan 20, 2021 | Sale | $25.01 | 2,756 | 68,928 | 167,541 | Jan 20, 2021, 07:04 PM |
| Kim Michael | EVP, Chief Client Officer | Jan 20, 2021 | Sale | $25.01 | 3,479 | 87,010 | 294,665 | Jan 20, 2021, 07:02 PM |
| Zyla Gary G. | EVP, Chief Financial Officer | Jan 19, 2021 | Sale | $25.17 | 200 | 5,034 | 170,297 | Jan 19, 2021, 06:24 PM |
| Angus Ted F. | EVP, General Counsel | Jan 05, 2021 | Sale | $23.51 | 17,888 | 420,547 | 136,320 | Jan 05, 2021, 05:47 PM |
| Angus Ted F. | EVP, General Counsel | Jan 04, 2021 | Sale | $23.71 | 13,847 | 328,313 | 154,209 | Jan 04, 2021, 07:25 PM |
| Kim Michael | EVP, Chief Client Officer | Dec 15, 2020 | Sale | $24.16 | 5,895 | 142,423 | 298,144 | Dec 15, 2020, 07:51 PM |
| Kim Michael | EVP, Chief Client Officer | Dec 14, 2020 | Sale | $23.93 | 20,694 | 495,109 | 306,081 | Dec 14, 2020, 06:40 PM |
| Kim Michael | EVP, Chief Client Officer | Dec 11, 2020 | Sale | $24.13 | 13,411 | 323,668 | 324,833 | Dec 11, 2020, 05:30 PM |
| Chafkin Jeremiah H | EVP, Chief Investment Officer | Dec 08, 2020 | Sale | $25.04 | 2,292 | 57,392 | 406,889 | Dec 08, 2020, 05:33 PM |
| Zyla Gary G. | EVP, Chief Financial Officer | Dec 08, 2020 | Sale | $25.17 | 16,611 | 418,099 | 170,497 | Dec 08, 2020, 05:31 PM |
| Chafkin Jeremiah H | EVP, Chief Investment Officer | Dec 07, 2020 | Sale | $24.43 | 10,931 | 267,044 | 409,181 | Dec 07, 2020, 06:55 PM |
| Zyla Gary G. | EVP, Chief Financial Officer | Dec 04, 2020 | Sale | $25.01 | 1,389 | 34,739 | 187,108 | Dec 04, 2020, 06:04 PM |
| Chafkin Jeremiah H | EVP, Chief Investment Officer | Dec 03, 2020 | Sale | $23.53 | 9,893 | 232,782 | 420,112 | Dec 03, 2020, 06:18 PM |
| Chafkin Jeremiah H | EVP, Chief Investment Officer | Nov 30, 2020 | Sale | $23.88 | 15,119 | 361,042 | 444,149 | Dec 02, 2020, 07:21 PM |
| Chafkin Jeremiah H | EVP, Chief Investment Officer | Dec 02, 2020 | Sale | $23.85 | 6,007 | 143,267 | 430,005 | Dec 02, 2020, 07:21 PM |
| Chafkin Jeremiah H | EVP, Chief Investment Officer | Dec 01, 2020 | Sale | $24.12 | 8,137 | 196,264 | 436,012 | Dec 02, 2020, 07:21 PM |
| Hansen Carrie E. | EVP, Chief Operating Officer | Nov 24, 2020 | Sale | $24.44 | 1,032 | 25,222 | 231,526 | Nov 27, 2020, 12:01 PM |
| Hansen Carrie E. | EVP, Chief Operating Officer | Nov 23, 2020 | Sale | $24.09 | 18,831 | 453,639 | 232,558 | Nov 27, 2020, 12:01 PM |
| Wolfsen Natalie Grace | EVP, Chief Solutions Officer | Nov 18, 2020 | Sale | $24.59 | 14,280 | 351,145 | 382,200 | Nov 20, 2020, 06:07 PM |
| Hansen Carrie E. | EVP, Chief Operating Officer | Nov 20, 2020 | Sale | $24.10 | 19,244 | 463,780 | 251,389 | Nov 20, 2020, 06:05 PM |
| Hansen Carrie E. | EVP, Chief Operating Officer | Nov 18, 2020 | Sale | $24.49 | 16,429 | 402,380 | 273,733 | Nov 20, 2020, 06:05 PM |
| Chafkin Jeremiah H | EVP, Chief Investment Officer | Nov 16, 2020 | Sale | $24.78 | 13,223 | 327,666 | 472,491 | Nov 18, 2020, 08:22 PM |
| Chafkin Jeremiah H | EVP, Chief Investment Officer | Nov 18, 2020 | Sale | $24.60 | 13,223 | 325,292 | 461,968 | Nov 18, 2020, 08:22 PM |
| Chafkin Jeremiah H | EVP, Chief Investment Officer | Nov 03, 2020 | Sale | $23.00 | 7,933 | 182,459 | 485,714 | Nov 05, 2020, 07:11 PM |
| Chafkin Jeremiah H | EVP, Chief Investment Officer | Oct 14, 2020 | Sale | $23.00 | 3,473 | 79,879 | 493,647 | Oct 15, 2020, 07:02 PM |
| Chafkin Jeremiah H | EVP, Chief Investment Officer | Oct 13, 2020 | Sale | $23.00 | 4,461 | 102,603 | 497,120 | Oct 15, 2020, 07:02 PM |
| Chafkin Jeremiah H | EVP, Chief Investment Officer | Sep 01, 2020 | Sale | $24.10 | 7,934 | 191,209 | 501,581 | Sep 03, 2020, 08:02 PM |
| Mehta Mukesh | EVP, Chief Information Officer | Aug 03, 2020 | Sale | $27.65 | 10,000 | 276,450 | 332,431 | Aug 05, 2020, 07:37 PM |
| Kim Michael | EVP, Chief Client Officer | Aug 03, 2020 | Sale | $27.66 | 10,000 | 276,600 | 338,144 | Aug 05, 2020, 07:35 PM |
| Chafkin Jeremiah H | EVP, Chief Investment Officer | Aug 03, 2020 | Sale | $27.66 | 7,934 | 219,454 | 509,515 | Aug 05, 2020, 07:32 PM |
| Angus Ted F. | EVP, General Counsel | Jul 10, 2020 | Sale | $27.16 | 9,447 | 256,581 | 168,055 | Jul 14, 2020, 07:24 PM |
| Kim Michael | EVP, Chief Client Officer | Jul 02, 2020 | Sale | $27.22 | 1,939 | 52,780 | 348,144 | Jul 02, 2020, 05:23 PM |
| Kim Michael | EVP, Chief Client Officer | Jul 01, 2020 | Sale | $26.80 | 8,061 | 216,035 | 350,083 | Jul 02, 2020, 05:23 PM |
| Chafkin Jeremiah H | EVP, Chief Investment Officer | Jul 01, 2020 | Sale | $26.80 | 7,934 | 212,631 | 517,449 | Jul 02, 2020, 05:18 PM |
| Mehta Mukesh | EVP, Chief Information Officer | Jul 01, 2020 | Sale | $26.78 | 7,005 | 187,574 | 346,431 | Jul 02, 2020, 05:15 PM |
| Mehta Mukesh | EVP, Chief Information Officer | Jul 02, 2020 | Sale | $27.23 | 2,995 | 81,554 | 339,431 | Jul 02, 2020, 05:15 PM |
| Wolfsen Natalie Grace | EVP, Chief Solutions Officer | Jun 23, 2020 | Sale | $28.18 | 16,983 | 478,581 | 396,480 | Jun 23, 2020, 06:04 PM |
| Wolfsen Natalie Grace | EVP, Chief Solutions Officer | Jun 22, 2020 | Sale | $28.02 | 5,191 | 145,452 | 413,463 | Jun 23, 2020, 06:04 PM |
| Wolfsen Natalie Grace | EVP, Chief Solutions Officer | Jun 19, 2020 | Sale | $27.99 | 100 | 2,799 | 418,654 | Jun 23, 2020, 06:04 PM |
| Goldman Charles G | Chief Executive Officer | Jun 11, 2020 | Sale | $25.86 | 7,891 | 204,083 | 1,400 | Jun 15, 2020, 07:53 PM |
| Zyla Gary G. | EVP, Chief Financial Officer | Jun 11, 2020 | Sale | $25.99 | 5,268 | 136,891 | 189,897 | Jun 12, 2020, 06:38 PM |
| Zyla Gary G. | EVP, Chief Financial Officer | Jun 10, 2020 | Sale | $27.79 | 10,232 | 284,352 | 200,337 | Jun 12, 2020, 06:38 PM |
| Angus Ted F. | EVP, General Counsel | Jun 10, 2020 | Sale | $27.77 | 9,447 | 262,311 | 180,749 | Jun 12, 2020, 06:31 PM |
| Wolfsen Natalie Grace | EVP, Chief Solutions Officer | Jun 10, 2020 | Sale | $28.00 | 3,396 | 95,088 | 408,439 | Jun 10, 2020, 06:26 PM |
| Wolfsen Natalie Grace | EVP, Chief Solutions Officer | Jun 09, 2020 | Sale | $28.55 | 9,720 | 277,506 | 411,835 | Jun 10, 2020, 06:26 PM |
| Wolfsen Natalie Grace | EVP, Chief Solutions Officer | Jun 08, 2020 | Sale | $28.40 | 7,926 | 225,098 | 421,555 | Jun 10, 2020, 06:26 PM |
| Wolfsen Natalie Grace | EVP, Chief Solutions Officer | Jun 08, 2020 | Sale | $28.40 | 7,926 | 225,098 | 421,555 | Jun 10, 2020, 06:21 PM |
| Wolfsen Natalie Grace | EVP, Chief Solutions Officer | Jun 10, 2020 | Sale | $28.00 | 3,396 | 95,088 | 408,439 | Jun 10, 2020, 06:21 PM |
| Wolfsen Natalie Grace | EVP, Chief Solutions Officer | Jun 09, 2020 | Sale | $28.55 | 9,720 | 277,506 | 411,835 | Jun 10, 2020, 06:21 PM |
| Goldman Charles G | President and CEO | Jun 10, 2020 | Sale | $27.79 | 10,221 | 284,036 | 12,302 | Jun 10, 2020, 06:17 PM |
| Goldman Charles G | President and CEO | Jun 09, 2020 | Sale | $28.56 | 9,685 | 276,604 | 18,112 | Jun 10, 2020, 06:17 PM |
| Goldman Charles G | President and CEO | Jun 08, 2020 | Sale | $28.12 | 11,276 | 317,081 | 27,797 | Jun 10, 2020, 06:17 PM |
| Minta-Jacobs Esi | EVP, HR & Project Management | Jun 03, 2020 | Sale | $27.00 | 443 | 11,961 | 47,202 | Jun 05, 2020, 04:54 PM |
| Goldman Charles G | President and CEO | Jun 03, 2020 | Sale | $27.10 | 10,085 | 273,304 | 57,638 | Jun 05, 2020, 04:52 PM |
| Goldman Charles G | President and CEO | Jun 05, 2020 | Sale | $27.28 | 11,730 | 319,994 | 39,073 | Jun 05, 2020, 04:52 PM |
| Goldman Charles G | President and CEO | Jun 04, 2020 | Sale | $26.24 | 6,835 | 179,350 | 50,803 | Jun 05, 2020, 04:52 PM |
| Mehta Mukesh | EVP, Chief Information Officer | Jun 01, 2020 | Sale | $25.97 | 10,000 | 259,724 | 345,954 | Jun 03, 2020, 06:42 PM |
| Chafkin Jeremiah H | EVP, Chief Investment Officer | Jun 01, 2020 | Sale | $25.68 | 7,934 | 203,764 | 523,494 | Jun 03, 2020, 06:39 PM |
| Kim Michael | EVP, Chief Client Officer | Jun 01, 2020 | Sale | $25.47 | 10,000 | 254,692 | 348,629 | Jun 03, 2020, 06:38 PM |
| Goldman Charles G | President and CEO | May 29, 2020 | Sale | $26.34 | 16,949 | 446,425 | 98,431 | Jun 02, 2020, 07:39 PM |
| Goldman Charles G | President and CEO | Jun 02, 2020 | Sale | $26.52 | 8,699 | 230,697 | 67,723 | Jun 02, 2020, 07:39 PM |
| Goldman Charles G | President and CEO | Jun 01, 2020 | Sale | $25.92 | 12,706 | 329,344 | 84,406 | Jun 02, 2020, 07:39 PM |
| Minta-Jacobs Esi | EVP, HR & Project Management | May 28, 2020 | Sale | $27.03 | 1,000 | 27,030 | 47,645 | May 29, 2020, 05:47 PM |
| Minta-Jacobs Esi | EVP, HR & Project Management | May 27, 2020 | Sale | $27.03 | 3,710 | 100,281 | 48,645 | May 29, 2020, 05:47 PM |
| Goldman Charles G | President and CEO | May 28, 2020 | Sale | $26.40 | 18,773 | 495,575 | 115,304 | May 28, 2020, 07:56 PM |
| Goldman Charles G | President and CEO | May 27, 2020 | Sale | $26.91 | 21,991 | 591,778 | 124,850 | May 28, 2020, 07:56 PM |
| Goldman Charles G | President and CEO | May 26, 2020 | Sale | $25.91 | 45,300 | 1,173,750 | 177,623 | May 28, 2020, 07:56 PM |
| Minta-Jacobs Esi | EVP, HR & Project Management | May 26, 2020 | Sale | $27.10 | 1,736 | 47,046 | 52,355 | May 26, 2020, 05:56 PM |
| Minta-Jacobs Esi | EVP, HR & Project Management | May 22, 2020 | Sale | $27.00 | 1,103 | 29,781 | 54,091 | May 26, 2020, 05:56 PM |
| Minta-Jacobs Esi | EVP, HR & Project Management | May 21, 2020 | Sale | $27.00 | 2,008 | 54,216 | 55,194 | May 26, 2020, 05:56 PM |
| Goldman Charles G | President and CEO | May 22, 2020 | Sale | $26.55 | 19,373 | 514,285 | 194,141 | May 22, 2020, 06:34 PM |
| Goldman Charles G | President and CEO | May 21, 2020 | Sale | $26.75 | 29,278 | 783,149 | 228,029 | May 22, 2020, 06:34 PM |
| Goldman Charles G | President and CEO | May 20, 2020 | Sale | $26.27 | 11,031 | 289,796 | 241,097 | May 22, 2020, 06:34 PM |
| Kim Michael | EVP, Chief Client Officer | May 18, 2020 | Sale | $25.29 | 1,763 | 44,586 | 357,829 | May 20, 2020, 07:36 PM |
| Goldman Charles G | President and CEO | May 19, 2020 | Sale | $25.47 | 20,708 | 527,433 | 251,823 | May 19, 2020, 08:22 PM |
| Goldman Charles G | President and CEO | May 18, 2020 | Sale | $25.96 | 38,077 | 988,443 | 306,145 | May 19, 2020, 08:22 PM |
| Goldman Charles G | President and CEO | May 18, 2020 | Sale | $25.19 | 3,851 | 97,007 | 2,013,197 | May 19, 2020, 08:22 PM |
| Goldman Charles G | President and CEO | May 15, 2020 | Sale | $24.51 | 7,708 | 188,923 | 2,017,048 | May 19, 2020, 08:22 PM |
| Angus Ted F. | EVP, General Counsel | May 11, 2020 | Sale | $23.93 | 9,447 | 226,109 | 177,672 | May 13, 2020, 07:14 PM |
| Zyla Gary G. | EVP, Chief Financial Officer | May 11, 2020 | Sale | $23.95 | 12,881 | 308,558 | 197,339 | May 13, 2020, 07:10 PM |
| Zyla Gary G. | EVP, Chief Financial Officer | May 12, 2020 | Sale | $23.71 | 2,619 | 62,096 | 194,620 | May 13, 2020, 07:10 PM |
| Goldman Charles G | President and CEO | May 12, 2020 | Sale | $24.02 | 700 | 16,814 | 2,024,756 | May 12, 2020, 07:10 PM |
| Goldman Charles G | President and CEO | May 11, 2020 | Sale | $24.07 | 5,423 | 130,532 | 2,025,456 | May 12, 2020, 07:10 PM |
| Goldman Charles G | President and CEO | May 08, 2020 | Sale | $24.79 | 51,556 | 1,278,218 | 2,058,611 | May 12, 2020, 07:10 PM |
| Kim Michael | EVP, Chief Client Officer | May 08, 2020 | Sale | $25.04 | 15,637 | 391,550 | 359,592 | May 11, 2020, 07:44 PM |
| Kim Michael | EVP, Chief Client Officer | May 07, 2020 | Sale | $25.00 | 2,600 | 65,000 | 375,229 | May 11, 2020, 07:44 PM |
| Goldman Charles G | President and CEO | May 06, 2020 | Sale | $22.80 | 48,322 | 1,101,696 | 2,125,452 | May 07, 2020, 08:21 PM |
| Goldman Charles G | President and CEO | May 05, 2020 | Sale | $23.77 | 11,819 | 280,906 | 2,166,071 | May 07, 2020, 08:21 PM |
| Goldman Charles G | President and CEO | May 07, 2020 | Sale | $24.47 | 30,434 | 744,688 | 2,085,528 | May 07, 2020, 08:21 PM |
| Chafkin Jeremiah H | EVP, Chief Investment Officer | May 01, 2020 | Sale | $23.41 | 7,934 | 185,735 | 528,628 | May 05, 2020, 08:27 PM |
| Wolfsen Natalie Grace | EVP, Chief Solutions Officer | Apr 30, 2020 | Sale | $24.04 | 6,083 | 146,235 | 429,481 | May 04, 2020, 07:38 PM |
| Goldman Charles G | President and CEO | Apr 30, 2020 | Sale | $23.98 | 39,102 | 937,540 | 2,319,191 | May 04, 2020, 07:36 PM |
| Goldman Charles G | President and CEO | May 04, 2020 | Sale | $23.10 | 88,317 | 2,040,263 | 2,173,210 | May 04, 2020, 07:36 PM |
| Goldman Charles G | President and CEO | May 01, 2020 | Sale | $23.54 | 25,825 | 607,809 | 2,262,248 | May 04, 2020, 07:36 PM |
| Hansen Carrie E. | EVP, Chief Operating Officer | Apr 29, 2020 | Sale | $23.22 | 8,930 | 207,368 | 279,240 | Apr 30, 2020, 07:16 PM |
| Hansen Carrie E. | EVP, Chief Operating Officer | Apr 28, 2020 | Sale | $22.27 | 5,595 | 124,601 | 286,615 | Apr 30, 2020, 07:16 PM |
| Goldman Charles G | President and CEO | Apr 29, 2020 | Sale | $23.44 | 29,318 | 687,289 | 2,338,748 | Apr 29, 2020, 08:13 PM |
| Goldman Charles G | President and CEO | Apr 28, 2020 | Sale | $22.27 | 11,160 | 248,533 | 2,355,572 | Apr 29, 2020, 08:13 PM |
| Goldman Charles G | President and CEO | Apr 27, 2020 | Sale | $22.64 | 6,320 | 143,085 | 2,366,732 | Apr 29, 2020, 08:13 PM |
| Wolfsen Natalie Grace | EVP, Chief Solutions Officer | Apr 29, 2020 | Sale | $23.99 | 13,917 | 333,869 | 435,564 | Apr 29, 2020, 08:04 PM |
| Wolfsen Natalie Grace | EVP, Chief Solutions Officer | Apr 27, 2020 | Sale | $22.63 | 2,500 | 56,575 | 449,481 | Apr 29, 2020, 08:04 PM |
| Chafkin Jeremiah H | EVP, Chief Investment Officer | Apr 29, 2020 | Sale | $23.43 | 7,074 | 165,744 | 536,562 | Apr 29, 2020, 08:00 PM |
| Chafkin Jeremiah H | EVP, Chief Investment Officer | Apr 27, 2020 | Sale | $23.02 | 860 | 19,797 | 543,636 | Apr 29, 2020, 08:00 PM |
| Hansen Carrie E. | EVP, Chief Operating Officer | Apr 27, 2020 | Sale | $22.64 | 3,172 | 71,814 | 292,210 | Apr 27, 2020, 07:22 PM |
| Hansen Carrie E. | EVP, Chief Operating Officer | Apr 24, 2020 | Sale | $22.21 | 2,100 | 46,641 | 295,382 | Apr 27, 2020, 07:22 PM |
| Hansen Carrie E. | EVP, Chief Operating Officer | Apr 23, 2020 | Sale | $22.16 | 11,796 | 261,399 | 297,482 | Apr 27, 2020, 07:22 PM |
| Angus Ted F. | EVP, General Counsel | Apr 23, 2020 | Sale | $22.16 | 4,946 | 109,603 | 187,019 | Apr 27, 2020, 07:10 PM |
| Goldman Charles G | President and CEO | Apr 24, 2020 | Sale | $22.21 | 4,115 | 91,394 | 2,373,052 | Apr 24, 2020, 05:35 PM |
| Goldman Charles G | President and CEO | Apr 23, 2020 | Sale | $22.15 | 23,411 | 518,554 | 2,377,167 | Apr 24, 2020, 05:35 PM |
| Goldman Charles G | President and CEO | Apr 22, 2020 | Sale | $22.04 | 63 | 1,389 | 2,400,578 | Apr 24, 2020, 05:35 PM |
| Goldman Charles G | President and CEO | Apr 17, 2020 | Sale | $22.09 | 7,040 | 155,514 | 2,400,641 | Apr 21, 2020, 04:36 PM |
| Hansen Carrie E. | EVP, Chief Operating Officer | Apr 17, 2020 | Sale | $22.09 | 3,668 | 81,026 | 309,278 | Apr 21, 2020, 04:33 PM |
| Angus Ted F. | EVP, General Counsel | Apr 17, 2020 | Sale | $22.11 | 4,200 | 92,862 | 191,965 | Apr 21, 2020, 04:31 PM |
| Goldman Charles G | President and CEO | Apr 14, 2020 | Sale | $22.00 | 550 | 12,100 | 2,407,681 | Apr 16, 2020, 03:36 PM |
| Angus Ted F. | EVP & General Counsel | Apr 14, 2020 | Sale | $22.00 | 300 | 6,600 | 196,165 | Apr 16, 2020, 03:23 PM |
| Hansen Carrie E. | EVP, Chief Operating Officer | Apr 14, 2020 | Sale | $22.00 | 300 | 6,600 | 312,946 | Apr 16, 2020, 03:17 PM |
| Wolfsen Natalie Grace | EVP, Chief Solutions Officer | Apr 13, 2020 | Sale | $20.37 | 2,500 | 50,933 | 452,281 | Apr 15, 2020, 06:14 PM |
| Zyla Gary G. | EVP, Chief Financial Officer | Apr 14, 2020 | Sale | $21.37 | 7,464 | 159,477 | 214,884 | Apr 15, 2020, 06:12 PM |
| Zyla Gary G. | EVP, Chief Financial Officer | Apr 13, 2020 | Sale | $20.32 | 8,036 | 163,297 | 218,184 | Apr 15, 2020, 06:12 PM |
| Goldman Charles G | President and CEO | Apr 09, 2020 | Sale | $22.04 | 3,000 | 66,120 | 2,408,231 | Apr 10, 2020, 05:51 PM |
| Goldman Charles G | President and CEO | Apr 08, 2020 | Sale | $22.00 | 1,200 | 26,400 | 2,411,231 | Apr 10, 2020, 05:51 PM |
| Hansen Carrie E. | EVP, Chief Operating Officer | Apr 09, 2020 | Sale | $22.03 | 1,500 | 33,045 | 313,246 | Apr 10, 2020, 05:49 PM |
| Hansen Carrie E. | EVP, Chief Operating Officer | Apr 08, 2020 | Sale | $22.00 | 600 | 13,200 | 314,746 | Apr 10, 2020, 05:49 PM |
| Wolfsen Natalie Grace | EVP, Chief Solutions Officer | Mar 30, 2020 | Sale | $20.00 | 2,500 | 50,000 | 454,481 | Mar 30, 2020, 07:43 PM |
| Wolfsen Natalie Grace | EVP, Chief Solutions Officer | Mar 26, 2020 | Sale | $19.99 | 2,500 | 49,975 | 456,981 | Mar 30, 2020, 07:43 PM |
| Angus Ted F. | EVP, General Counsel | Mar 11, 2020 | Sale | $22.39 | 746 | 16,703 | 196,465 | Mar 12, 2020, 08:17 PM |
| Angus Ted F. | EVP, General Counsel | Mar 10, 2020 | Sale | $22.87 | 8,700 | 198,958 | 197,311 | Mar 12, 2020, 08:17 PM |
| Hansen Carrie E. | EVP, Chief Operating Officer | Mar 11, 2020 | Sale | $22.23 | 6,269 | 139,360 | 315,346 | Mar 12, 2020, 08:16 PM |
| Hansen Carrie E. | EVP, Chief Operating Officer | Mar 10, 2020 | Sale | $22.80 | 8,886 | 202,601 | 321,615 | Mar 12, 2020, 08:16 PM |
| Zyla Gary G. | EVP, Chief Financial Officer | Mar 11, 2020 | Sale | $21.89 | 6,611 | 144,730 | 229,406 | Mar 12, 2020, 08:10 PM |
| Zyla Gary G. | EVP, Chief Financial Officer | Mar 10, 2020 | Sale | $22.80 | 8,889 | 202,669 | 232,231 | Mar 12, 2020, 08:10 PM |
| Goldman Charles G | President and CEO | Mar 11, 2020 | Sale | $22.22 | 6,330 | 140,653 | 2,412,431 | Mar 12, 2020, 07:59 PM |
| Goldman Charles G | President and CEO | Mar 10, 2020 | Sale | $22.78 | 8,733 | 198,938 | 2,418,761 | Mar 12, 2020, 07:59 PM |
| Hansen Carrie E. | EVP, Chief Operating Officer | Mar 09, 2020 | Sale | $23.31 | 19,189 | 447,338 | 340,572 | Mar 09, 2020, 08:22 PM |
| Hansen Carrie E. | EVP, Chief Operating Officer | Mar 06, 2020 | Sale | $25.29 | 13,240 | 334,840 | 349,690 | Mar 09, 2020, 08:22 PM |
| Hansen Carrie E. | EVP, Chief Operating Officer | Mar 05, 2020 | Sale | $25.93 | 4,614 | 119,641 | 362,930 | Mar 09, 2020, 08:22 PM |
| Goldman Charles G | President and CEO | Mar 05, 2020 | Sale | $25.95 | 4,700 | 121,965 | 2,460,081 | Mar 09, 2020, 08:20 PM |
| Goldman Charles G | President and CEO | Mar 09, 2020 | Sale | $23.30 | 19,174 | 446,794 | 2,437,794 | Mar 09, 2020, 08:20 PM |
| Goldman Charles G | President and CEO | Mar 06, 2020 | Sale | $25.30 | 13,413 | 339,349 | 2,446,668 | Mar 09, 2020, 08:20 PM |
| Chafkin Jeremiah H | EVP, Chief Investment Officer | Mar 03, 2020 | Sale | $26.43 | 4,029 | 106,486 | 544,496 | Mar 04, 2020, 08:38 PM |
| Chafkin Jeremiah H | EVP, Chief Investment Officer | Mar 02, 2020 | Sale | $25.77 | 3,905 | 100,637 | 550,230 | Mar 04, 2020, 08:38 PM |
| Mehta Mukesh | EVP, Chief Information Officer | Mar 03, 2020 | Sale | $26.38 | 6,120 | 161,446 | 370,054 | Mar 04, 2020, 08:37 PM |
| Mehta Mukesh | EVP, Chief Information Officer | Mar 02, 2020 | Sale | $25.79 | 3,880 | 100,062 | 377,999 | Mar 04, 2020, 08:37 PM |
| Wolfsen Natalie Grace | EVP, Chief Solutions Officer | Mar 02, 2020 | Sale | $25.77 | 3,859 | 99,447 | 464,862 | Mar 04, 2020, 08:36 PM |
| Wolfsen Natalie Grace | EVP, Chief Solutions Officer | Mar 03, 2020 | Sale | $26.41 | 3,641 | 96,159 | 459,481 | Mar 04, 2020, 08:36 PM |
| Hansen Carrie E. | EVP, Chief Operating Officer | Mar 04, 2020 | Sale | $26.80 | 5,724 | 153,387 | 370,815 | Mar 04, 2020, 08:34 PM |
| Hansen Carrie E. | EVP, Chief Operating Officer | Mar 03, 2020 | Sale | $26.36 | 8,408 | 221,635 | 373,268 | Mar 04, 2020, 08:34 PM |
| Hansen Carrie E. | EVP, Chief Operating Officer | Mar 02, 2020 | Sale | $25.87 | 4,815 | 124,550 | 384,362 | Mar 04, 2020, 08:34 PM |
| Goldman Charles G | President and CEO | Mar 04, 2020 | Sale | $26.83 | 5,760 | 154,556 | 2,467,399 | Mar 04, 2020, 08:32 PM |
| Goldman Charles G | President and CEO | Mar 03, 2020 | Sale | $26.35 | 8,727 | 229,956 | 2,470,541 | Mar 04, 2020, 08:32 PM |
| Goldman Charles G | President and CEO | Mar 02, 2020 | Sale | $25.85 | 4,859 | 125,629 | 2,481,978 | Mar 04, 2020, 08:32 PM |
| Mehta Mukesh | EVP, Chief Information Officer | Jul 22, 2019 | Buy | $22.00 | 500 | 11,000 | 500 | Jul 24, 2019, 09:29 PM |
| Huatai Securities Co., Ltd. | 10% Owner | Jul 22, 2019 | Sale | $20.57 | 8,125,000 | 167,131,248 | 50,873,799 | Jul 24, 2019, 07:24 PM |
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Sale
Option Exercise
| Owner | Relationship | Date | Value($) |
| Kim Michael | CEO and President | 03/04/2024 | 416,285 |
| McNatt Joel David JR | EVP, Investment Solutions | 11/17/2023 | 100,680 |
| Hansen Carrie E. | EVP, Chief Operating Officer | 12/06/2023 | 301,070 |
| Angus Ted F. | EVP, General Counsel | 06/14/2023 | 204,582 |
| Zyla Gary G. | EVP, Chief Financial Officer | 06/09/2023 | 25,317 |
| Zyla Gary G. | EVP, Chief Financial Officer | 06/08/2023 | 99,673 |
| Kim Michael | President & CCO | 06/08/2023 | 149,569 |
| Kim Michael | President & CCO | 06/09/2023 | 39,914 |
| Wolfsen Natalie Grace | EVP, Chief Executive Officer | 06/09/2023 | 39,914 |
| Wolfsen Natalie Grace | EVP, Chief Executive Officer | 06/08/2023 | 215,867 |
| Hansen Carrie E. | EVP, Chief Operating Officer | 06/09/2023 | 25,317 |
| Hansen Carrie E. | EVP, Chief Operating Officer | 06/08/2023 | 99,673 |
| Mehta Mukesh | EVP, Chief Information Officer | 06/09/2023 | 25,317 |
| Mehta Mukesh | EVP, Chief Information Officer | 06/08/2023 | 99,673 |
| Angus Ted F. | EVP, General Counsel | 06/09/2023 | 25,317 |
| Angus Ted F. | EVP, General Counsel | 06/08/2023 | 99,673 |
| McNatt Joel David JR | EVP, Investment Solutions | 06/09/2023 | 8,883 |
| McNatt Joel David JR | EVP, Investment Solutions | 06/08/2023 | 43,738 |
| Minta-Jacobs Esi | EVP, HR & Project Management | 06/09/2023 | 8,883 |
| Minta-Jacobs Esi | EVP, HR & Project Management | 06/08/2023 | 31,752 |
| Angus Ted F. | EVP, General Counsel | 05/17/2023 | 158,512 |
| Minta-Jacobs Esi | EVP, HR & Project Management | 05/17/2023 | 168,720 |
| Zyla Gary G. | EVP, Chief Financial Officer | 05/08/2023 | 240,343 |
| Wolfsen Natalie Grace | EVP, Chief Executive Officer | 03/06/2023 | 175,555 |
| Kim Michael | President & CCO | 03/06/2023 | 128,033 |
| McNatt Joel David JR | EVP, Investment Solutions | 06/09/2022 | 10,100 |
| McNatt Joel David JR | EVP, Investment Solutions | 06/10/2022 | 5,870 |
| Minta-Jacobs Esi | EVP, HR & Project Management | 06/10/2022 | 5,870 |
| Minta-Jacobs Esi | EVP, HR & Project Management | 06/09/2022 | 10,100 |
| McNatt Joel David JR | EVP, Investment Solutions | 06/10/2022 | 5,870 |
| McNatt Joel David JR | EVP, Investment Solutions | 06/09/2022 | 10,100 |
| Zyla Gary G. | EVP, Chief Financial Officer | 06/10/2022 | 16,716 |
| Zyla Gary G. | EVP, Chief Financial Officer | 06/09/2022 | 31,700 |
| Minta-Jacobs Esi | EVP, HR & Project Management | 06/10/2022 | 5,870 |
| Minta-Jacobs Esi | EVP, HR & Project Management | 06/09/2022 | 10,100 |
| Mehta Mukesh | EVP, Chief Information Officer | 06/10/2022 | 16,716 |
| Mehta Mukesh | EVP, Chief Information Officer | 06/09/2022 | 31,700 |
| Wolfsen Natalie Grace | EVP, Chief Executive Officer | 06/10/2022 | 26,360 |
| Wolfsen Natalie Grace | EVP, Chief Executive Officer | 06/09/2022 | 64,540 |
| Kim Michael | President & CCO | 06/10/2022 | 18,393 |
| Kim Michael | President & CCO | 06/09/2022 | 36,020 |
| Hansen Carrie E. | EVP, Chief Operating Officer | 06/10/2022 | 16,716 |
| Hansen Carrie E. | EVP, Chief Operating Officer | 06/09/2022 | 31,700 |
| Angus Ted F. | EVP, General Counsel | 06/10/2022 | 16,716 |
| Angus Ted F. | EVP, General Counsel | 06/09/2022 | 31,700 |
| Kim Michael | President & CCO | 03/04/2022 | 91,742 |
| Wolfsen Natalie Grace | EVP, Chief Executive Officer | 03/04/2022 | 113,172 |
| Hahn John | SVP, Finance & Reporting (PAO) | 07/20/2020 | 93,544 |
| Hahn John | SVP, Finance & Reporting (PAO) | 07/20/2020 | 119,056 |
| Hahn John | SVP, Finance & Reporting (PAO) | 06/11/2021 | 7,730 |
| Hahn John | SVP, Finance & Reporting (PAO) | 06/10/2020 | 185,009 |
| Hahn John | SVP, Finance & Reporting (PAO) | 03/10/2021 | 63,584 |
| Hahn John | SVP, Finance & Reporting (PAO) | 03/09/2021 | 407,558 |
| Hahn John | SVP, Finance & Reporting (PAO) | 03/08/2021 | 19,624 |
| Hahn John | SVP, Finance & Reporting (PAO) | 02/05/2021 | 166,942 |
| Mehta Mukesh | EVP, Chief Information Officer | 11/12/2021 | 17,002 |
| Mehta Mukesh | EVP, Chief Information Officer | 11/11/2021 | 40,783 |
| Mehta Mukesh | EVP, Chief Information Officer | 11/10/2021 | 783,354 |
| Chafkin Jeremiah H | Vice Chairman | 09/13/2021 | 903,776 |
| Chafkin Jeremiah H | Vice Chairman | 09/14/2021 | 401,758 |
| Mehta Mukesh | EVP, Chief Information Officer | 09/02/2021 | 253,742 |
| Angus Ted F. | EVP, General Counsel | 06/09/2021 | 22,059 |
| Chafkin Jeremiah H | EVP, Chief Investment Officer | 06/09/2021 | 11,042 |
| Hansen Carrie E. | EVP, Chief Operating Officer | 06/09/2021 | 22,059 |
| Kim Michael | EVP, Chief Client Officer | 06/09/2021 | 24,268 |
| Mehta Mukesh | EVP, Chief Information Officer | 08/18/2021 | 429,814 |
| Mehta Mukesh | EVP, Chief Information Officer | 06/09/2021 | 22,059 |
| Mehta Mukesh | EVP, Chief Information Officer | 08/19/2021 | 13,500 |
| Minta-Jacobs Esi | EVP, HR & Project Management | 06/09/2021 | 7,730 |
| Wolfsen Natalie Grace | EVP, Chief Solutions Officer | 06/09/2021 | 24,268 |
| Zyla Gary G. | EVP, Chief Financial Officer | 06/09/2021 | 22,059 |
| Mehta Mukesh | EVP, Chief Information Officer | 05/07/2020 | 170,000 |
| Mehta Mukesh | EVP, Chief Information Officer | 05/08/2020 | 330,528 |
| Chafkin Jeremiah H | EVP, Chief Investment Officer | 08/11/2021 | 1,327,500 |
| Mehta Mukesh | EVP, Chief Information Officer | 06/25/2021 | 68,519 |
| Mehta Mukesh | EVP, Chief Information Officer | 06/16/2021 | 2,700 |
| Angus Ted F. | EVP, General Counsel | 04/09/2021 | 220,813 |
| Angus Ted F. | EVP, General Counsel | 03/10/2021 | 239,740 |
| Angus Ted F. | EVP, General Counsel | 03/01/2021 | 507,681 |
| Hansen Carrie E. | EVP, Chief Operating Officer | 02/11/2021 | 96,274 |
| Hansen Carrie E. | EVP, Chief Operating Officer | 02/10/2021 | 848,702 |
| Angus Ted F. | EVP, General Counsel | 02/10/2021 | 440,203 |
| Hansen Carrie E. | EVP, Chief Operating Officer | 02/09/2021 | 594,416 |
| Hansen Carrie E. | EVP, Chief Operating Officer | 02/08/2021 | 920,442 |
| Hansen Carrie E. | EVP, Chief Operating Officer | 02/05/2021 | 743,611 |
| Zyla Gary G. | EVP, Chief Financial Officer | 02/05/2021 | 876,551 |
| Wolfsen Natalie Grace | EVP, Chief Solutions Officer | 02/04/2021 | 192,691 |
| Hansen Carrie E. | EVP, Chief Operating Officer | 02/04/2021 | 401,439 |
| Wolfsen Natalie Grace | EVP, Chief Solutions Officer | 02/03/2021 | 526,143 |
| Wolfsen Natalie Grace | EVP, Chief Solutions Officer | 02/02/2021 | 431,039 |
| Wolfsen Natalie Grace | EVP, Chief Solutions Officer | 02/01/2021 | 95,399 |
| Zyla Gary G. | EVP, Chief Financial Officer | 01/25/2021 | 2,528 |
| Mehta Mukesh | EVP, Chief Information Officer | 11/09/2020 | 567,482 |
| Kim Michael | EVP, Chief Client Officer | 01/21/2021 | 15,931 |
| Zyla Gary G. | EVP, Chief Financial Officer | 01/21/2021 | 47,725 |
| Zyla Gary G. | EVP, Chief Financial Officer | 01/20/2021 | 68,928 |
| Kim Michael | EVP, Chief Client Officer | 01/20/2021 | 87,010 |
| Zyla Gary G. | EVP, Chief Financial Officer | 01/19/2021 | 5,034 |
| Angus Ted F. | EVP, General Counsel | 01/05/2021 | 420,547 |
| Angus Ted F. | EVP, General Counsel | 01/04/2021 | 328,313 |
| Kim Michael | EVP, Chief Client Officer | 12/15/2020 | 142,423 |
| Kim Michael | EVP, Chief Client Officer | 12/14/2020 | 495,109 |
| Kim Michael | EVP, Chief Client Officer | 12/11/2020 | 323,668 |
| Chafkin Jeremiah H | EVP, Chief Investment Officer | 12/08/2020 | 57,392 |
| Zyla Gary G. | EVP, Chief Financial Officer | 12/08/2020 | 418,099 |
| Chafkin Jeremiah H | EVP, Chief Investment Officer | 12/07/2020 | 267,044 |
| Zyla Gary G. | EVP, Chief Financial Officer | 12/04/2020 | 34,739 |
| Chafkin Jeremiah H | EVP, Chief Investment Officer | 12/03/2020 | 232,782 |
| Chafkin Jeremiah H | EVP, Chief Investment Officer | 11/30/2020 | 361,042 |
| Chafkin Jeremiah H | EVP, Chief Investment Officer | 12/02/2020 | 143,267 |
| Chafkin Jeremiah H | EVP, Chief Investment Officer | 12/01/2020 | 196,264 |
| Hansen Carrie E. | EVP, Chief Operating Officer | 11/24/2020 | 25,222 |
| Hansen Carrie E. | EVP, Chief Operating Officer | 11/23/2020 | 453,639 |
| Wolfsen Natalie Grace | EVP, Chief Solutions Officer | 11/18/2020 | 351,145 |
| Hansen Carrie E. | EVP, Chief Operating Officer | 11/20/2020 | 463,780 |
| Hansen Carrie E. | EVP, Chief Operating Officer | 11/18/2020 | 402,380 |
| Chafkin Jeremiah H | EVP, Chief Investment Officer | 11/16/2020 | 327,666 |
| Chafkin Jeremiah H | EVP, Chief Investment Officer | 11/18/2020 | 325,292 |
| Chafkin Jeremiah H | EVP, Chief Investment Officer | 11/03/2020 | 182,459 |
| Chafkin Jeremiah H | EVP, Chief Investment Officer | 10/14/2020 | 79,879 |
| Chafkin Jeremiah H | EVP, Chief Investment Officer | 10/13/2020 | 102,603 |
| Chafkin Jeremiah H | EVP, Chief Investment Officer | 09/01/2020 | 191,209 |
| Mehta Mukesh | EVP, Chief Information Officer | 08/03/2020 | 276,450 |
| Kim Michael | EVP, Chief Client Officer | 08/03/2020 | 276,600 |
| Chafkin Jeremiah H | EVP, Chief Investment Officer | 08/03/2020 | 219,454 |
| Angus Ted F. | EVP, General Counsel | 07/10/2020 | 256,581 |
| Kim Michael | EVP, Chief Client Officer | 07/02/2020 | 52,780 |
| Kim Michael | EVP, Chief Client Officer | 07/01/2020 | 216,035 |
| Chafkin Jeremiah H | EVP, Chief Investment Officer | 07/01/2020 | 212,631 |
| Mehta Mukesh | EVP, Chief Information Officer | 07/01/2020 | 187,574 |
| Mehta Mukesh | EVP, Chief Information Officer | 07/02/2020 | 81,554 |
| Wolfsen Natalie Grace | EVP, Chief Solutions Officer | 06/23/2020 | 478,581 |
| Wolfsen Natalie Grace | EVP, Chief Solutions Officer | 06/22/2020 | 145,452 |
| Wolfsen Natalie Grace | EVP, Chief Solutions Officer | 06/19/2020 | 2,799 |
| Goldman Charles G | Chief Executive Officer | 06/11/2020 | 204,083 |
| Zyla Gary G. | EVP, Chief Financial Officer | 06/11/2020 | 136,891 |
| Zyla Gary G. | EVP, Chief Financial Officer | 06/10/2020 | 284,352 |
| Angus Ted F. | EVP, General Counsel | 06/10/2020 | 262,311 |
| Wolfsen Natalie Grace | EVP, Chief Solutions Officer | 06/10/2020 | 95,088 |
| Wolfsen Natalie Grace | EVP, Chief Solutions Officer | 06/09/2020 | 277,506 |
| Wolfsen Natalie Grace | EVP, Chief Solutions Officer | 06/08/2020 | 225,098 |
| Wolfsen Natalie Grace | EVP, Chief Solutions Officer | 06/08/2020 | 225,098 |
| Wolfsen Natalie Grace | EVP, Chief Solutions Officer | 06/10/2020 | 95,088 |
| Wolfsen Natalie Grace | EVP, Chief Solutions Officer | 06/09/2020 | 277,506 |
| Goldman Charles G | President and CEO | 06/10/2020 | 284,036 |
| Goldman Charles G | President and CEO | 06/09/2020 | 276,604 |
| Goldman Charles G | President and CEO | 06/08/2020 | 317,081 |
| Minta-Jacobs Esi | EVP, HR & Project Management | 06/03/2020 | 11,961 |
| Goldman Charles G | President and CEO | 06/03/2020 | 273,304 |
| Goldman Charles G | President and CEO | 06/05/2020 | 319,994 |
| Goldman Charles G | President and CEO | 06/04/2020 | 179,350 |
| Mehta Mukesh | EVP, Chief Information Officer | 06/01/2020 | 259,724 |
| Chafkin Jeremiah H | EVP, Chief Investment Officer | 06/01/2020 | 203,764 |
| Kim Michael | EVP, Chief Client Officer | 06/01/2020 | 254,692 |
| Goldman Charles G | President and CEO | 05/29/2020 | 446,425 |
| Goldman Charles G | President and CEO | 06/02/2020 | 230,697 |
| Goldman Charles G | President and CEO | 06/01/2020 | 329,344 |
| Minta-Jacobs Esi | EVP, HR & Project Management | 05/28/2020 | 27,030 |
| Minta-Jacobs Esi | EVP, HR & Project Management | 05/27/2020 | 100,281 |
| Goldman Charles G | President and CEO | 05/28/2020 | 495,575 |
| Goldman Charles G | President and CEO | 05/27/2020 | 591,778 |
| Goldman Charles G | President and CEO | 05/26/2020 | 1,173,750 |
| Minta-Jacobs Esi | EVP, HR & Project Management | 05/26/2020 | 47,046 |
| Minta-Jacobs Esi | EVP, HR & Project Management | 05/22/2020 | 29,781 |
| Minta-Jacobs Esi | EVP, HR & Project Management | 05/21/2020 | 54,216 |
| Goldman Charles G | President and CEO | 05/22/2020 | 514,285 |
| Goldman Charles G | President and CEO | 05/21/2020 | 783,149 |
| Goldman Charles G | President and CEO | 05/20/2020 | 289,796 |
| Kim Michael | EVP, Chief Client Officer | 05/18/2020 | 44,586 |
| Goldman Charles G | President and CEO | 05/19/2020 | 527,433 |
| Goldman Charles G | President and CEO | 05/18/2020 | 988,443 |
| Goldman Charles G | President and CEO | 05/18/2020 | 97,007 |
| Goldman Charles G | President and CEO | 05/15/2020 | 188,923 |
| Angus Ted F. | EVP, General Counsel | 05/11/2020 | 226,109 |
| Zyla Gary G. | EVP, Chief Financial Officer | 05/11/2020 | 308,558 |
| Zyla Gary G. | EVP, Chief Financial Officer | 05/12/2020 | 62,096 |
| Goldman Charles G | President and CEO | 05/12/2020 | 16,814 |
| Goldman Charles G | President and CEO | 05/11/2020 | 130,532 |
| Goldman Charles G | President and CEO | 05/08/2020 | 1,278,218 |
| Kim Michael | EVP, Chief Client Officer | 05/08/2020 | 391,550 |
| Kim Michael | EVP, Chief Client Officer | 05/07/2020 | 65,000 |
| Goldman Charles G | President and CEO | 05/06/2020 | 1,101,696 |
| Goldman Charles G | President and CEO | 05/05/2020 | 280,906 |
| Goldman Charles G | President and CEO | 05/07/2020 | 744,688 |
| Chafkin Jeremiah H | EVP, Chief Investment Officer | 05/01/2020 | 185,735 |
| Wolfsen Natalie Grace | EVP, Chief Solutions Officer | 04/30/2020 | 146,235 |
| Goldman Charles G | President and CEO | 04/30/2020 | 937,540 |
| Goldman Charles G | President and CEO | 05/04/2020 | 2,040,263 |
| Goldman Charles G | President and CEO | 05/01/2020 | 607,809 |
| Hansen Carrie E. | EVP, Chief Operating Officer | 04/29/2020 | 207,368 |
| Hansen Carrie E. | EVP, Chief Operating Officer | 04/28/2020 | 124,601 |
| Goldman Charles G | President and CEO | 04/29/2020 | 687,289 |
| Goldman Charles G | President and CEO | 04/28/2020 | 248,533 |
| Goldman Charles G | President and CEO | 04/27/2020 | 143,085 |
| Wolfsen Natalie Grace | EVP, Chief Solutions Officer | 04/29/2020 | 333,869 |
| Wolfsen Natalie Grace | EVP, Chief Solutions Officer | 04/27/2020 | 56,575 |
| Chafkin Jeremiah H | EVP, Chief Investment Officer | 04/29/2020 | 165,744 |
| Chafkin Jeremiah H | EVP, Chief Investment Officer | 04/27/2020 | 19,797 |
| Hansen Carrie E. | EVP, Chief Operating Officer | 04/27/2020 | 71,814 |
| Hansen Carrie E. | EVP, Chief Operating Officer | 04/24/2020 | 46,641 |
| Hansen Carrie E. | EVP, Chief Operating Officer | 04/23/2020 | 261,399 |
| Angus Ted F. | EVP, General Counsel | 04/23/2020 | 109,603 |
| Goldman Charles G | President and CEO | 04/24/2020 | 91,394 |
| Goldman Charles G | President and CEO | 04/23/2020 | 518,554 |
| Goldman Charles G | President and CEO | 04/22/2020 | 1,389 |
| Goldman Charles G | President and CEO | 04/17/2020 | 155,514 |
| Hansen Carrie E. | EVP, Chief Operating Officer | 04/17/2020 | 81,026 |
| Angus Ted F. | EVP, General Counsel | 04/17/2020 | 92,862 |
| Goldman Charles G | President and CEO | 04/14/2020 | 12,100 |
| Angus Ted F. | EVP & General Counsel | 04/14/2020 | 6,600 |
| Hansen Carrie E. | EVP, Chief Operating Officer | 04/14/2020 | 6,600 |
| Wolfsen Natalie Grace | EVP, Chief Solutions Officer | 04/13/2020 | 50,933 |
| Zyla Gary G. | EVP, Chief Financial Officer | 04/14/2020 | 159,477 |
| Zyla Gary G. | EVP, Chief Financial Officer | 04/13/2020 | 163,297 |
| Goldman Charles G | President and CEO | 04/09/2020 | 66,120 |
| Goldman Charles G | President and CEO | 04/08/2020 | 26,400 |
| Hansen Carrie E. | EVP, Chief Operating Officer | 04/09/2020 | 33,045 |
| Hansen Carrie E. | EVP, Chief Operating Officer | 04/08/2020 | 13,200 |
| Wolfsen Natalie Grace | EVP, Chief Solutions Officer | 03/30/2020 | 50,000 |
| Wolfsen Natalie Grace | EVP, Chief Solutions Officer | 03/26/2020 | 49,975 |
| Angus Ted F. | EVP, General Counsel | 03/11/2020 | 16,703 |
| Angus Ted F. | EVP, General Counsel | 03/10/2020 | 198,958 |
| Hansen Carrie E. | EVP, Chief Operating Officer | 03/11/2020 | 139,360 |
| Hansen Carrie E. | EVP, Chief Operating Officer | 03/10/2020 | 202,601 |
| Zyla Gary G. | EVP, Chief Financial Officer | 03/11/2020 | 144,730 |
| Zyla Gary G. | EVP, Chief Financial Officer | 03/10/2020 | 202,669 |
| Goldman Charles G | President and CEO | 03/11/2020 | 140,653 |
| Goldman Charles G | President and CEO | 03/10/2020 | 198,938 |
| Hansen Carrie E. | EVP, Chief Operating Officer | 03/09/2020 | 447,338 |
| Hansen Carrie E. | EVP, Chief Operating Officer | 03/06/2020 | 334,840 |
| Hansen Carrie E. | EVP, Chief Operating Officer | 03/05/2020 | 119,641 |
| Goldman Charles G | President and CEO | 03/05/2020 | 121,965 |
| Goldman Charles G | President and CEO | 03/09/2020 | 446,794 |
| Goldman Charles G | President and CEO | 03/06/2020 | 339,349 |
| Chafkin Jeremiah H | EVP, Chief Investment Officer | 03/03/2020 | 106,486 |
| Chafkin Jeremiah H | EVP, Chief Investment Officer | 03/02/2020 | 100,637 |
| Mehta Mukesh | EVP, Chief Information Officer | 03/03/2020 | 161,446 |
| Mehta Mukesh | EVP, Chief Information Officer | 03/02/2020 | 100,062 |
| Wolfsen Natalie Grace | EVP, Chief Solutions Officer | 03/02/2020 | 99,447 |
| Wolfsen Natalie Grace | EVP, Chief Solutions Officer | 03/03/2020 | 96,159 |
| Hansen Carrie E. | EVP, Chief Operating Officer | 03/04/2020 | 153,387 |
| Hansen Carrie E. | EVP, Chief Operating Officer | 03/03/2020 | 221,635 |
| Hansen Carrie E. | EVP, Chief Operating Officer | 03/02/2020 | 124,550 |
| Goldman Charles G | President and CEO | 03/04/2020 | 154,556 |
| Goldman Charles G | President and CEO | 03/03/2020 | 229,956 |
| Goldman Charles G | President and CEO | 03/02/2020 | 125,629 |
| Mehta Mukesh | EVP, Chief Information Officer | 07/22/2019 | 11,000 |
| Huatai Securities Co., Ltd. | 10% Owner | 07/22/2019 | 167,131,248 |
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FUNDS WITH A POSITION IN ASSETMARK FINANCIAL HOLDINGS INC
| Fund | # Shares Owned | % of Portfolio | % Change | Investing Style |
|---|---|---|---|---|
| BLACKROCK INC. | 1,861,226 | 0.00153% | -3.92% | Other |
| CAPITAL WORLD INVESTORS | 1,311,713 | 0.00769% | -18.61% | Growth At A Reasonable Price |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 473,024 | 0.03% | -40.07% | Other |
| GEODE CAPITAL MANAGEMENT, LLC | 477,311 | 0.00156% | 1.05% | Other |
| RENAISSANCE TECHNOLOGIES LLC | 129,200 | 0.00719% | 51.11% | Other |
| AQR CAPITAL MANAGEMENT LLC | 12,326 | 0.00074% | -47.37% | Other |
| D. E. SHAW & CO., INC. | 14,957 | 0.00039% | Exited | Other |
| ALPS ADVISORS INC | 9,750 | 0.00244% | New | Other |
CHANGE IN SHARES OUTSTANDING FOR ASSETMARK FINANCIAL HOLDINGS INC
STOCK BUYBACKS FOR ASSETMARK FINANCIAL HOLDINGS INC
Period of Report
Previous Period
% Change in Shares
10-K/10-Q Filings
Quarter
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Period of Report: 03/31/2024
10-K/10-Q Filings: View
Previous Period
% Change in Shares
Quarter
12/31/2023
1.46%
1Q
09/30/2023
0.77%
2Q
06/30/2023
1.03%
3Q
03/31/2023
1.21%
4Q
12/31/2022
1.52%
5Q
09/30/2022
1.93%
6Q
06/30/2022
2.14%
7Q
03/31/2022
2.16%
8Q
12/31/2021
2.03%
9Q
09/30/2021
2.31%
10Q
06/30/2021
4.32%
11Q
03/31/2021
6.88%
12Q
12/31/2020
24.70%
13Q
09/30/2020
7.42%
14Q
06/30/2020
11.99%
15Q
03/31/2020
8.59%
16Q
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BUYBACK ANNOUNCEMENT(S) FOR ASSETMARK FINANCIAL HOLDINGS INC
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