Michael Kim

Insider Reports History

Location
Concord, CA
Signature
/s/ Celeste Angelich, as Attorney-in-Fact, for Michael Kim
All insider transactions
Transactions in reports broken out by “transaction date” reported in original SEC filing, see here for transactions aggregated across transaction date

Holdings reported by Michael Kim:

Stock Role Class Num Shares Value Price $ Report Date Ownership
AssetMark Financial Holdings, Inc. CEO and President, Director Common Stock 0 $0 $35.25 05 Sep 2024 By the Kim Family Charitable Remainder Trust, dated August 24, 2024.
AssetMark Financial Holdings, Inc. CEO and President, Director Common Stock 0 $0 $35.25 05 Sep 2024 Direct
AssetMark Financial Holdings, Inc. CEO and President, Director Employee Stock Option (right to buy) 0 05 Sep 2024 Direct
AssetMark Financial Holdings, Inc. CEO and President, Director Stock Appreciation Right 0 05 Sep 2024 Direct

Insider Reports Filed by Michael Kim

Symbol Company Period Transactions Value $ Form Type Date Filed Role
AMK AssetMark Financial Holdings, Inc. 05 Sep 2024 8 -$13.9M 4 06 Sep 2024 CEO and President, Director
AMK AssetMark Financial Holdings, Inc. 27 Aug 2024 6 $0 4 03 Sep 2024 CEO and President, Director
AMK AssetMark Financial Holdings, Inc. 25 Jul 2024 1 $0 4 29 Jul 2024 CEO and President, Director
AMK AssetMark Financial Holdings, Inc. 10 Jun 2024 2 -$325K 4 11 Jun 2024 CEO and President, Director
AMK AssetMark Financial Holdings, Inc. 04 Mar 2024 1 -$416K 4 05 Mar 2024 CEO and President, Director
AMK AssetMark Financial Holdings, Inc. 24 Oct 2023 1 $0 4 26 Oct 2023 CEO and President, Director
AMK AssetMark Financial Holdings, Inc. 08 Jun 2023 5 -$189K 4 12 Jun 2023 President & CCO
AMK AssetMark Financial Holdings, Inc. 17 Mar 2023 2 $0 4 17 Mar 2023 President & CCO
AMK AssetMark Financial Holdings, Inc. 06 Mar 2023 1 -$128K 4 07 Mar 2023 President & CCO
AMK AssetMark Financial Holdings, Inc. 22 Jun 2022 10 $0 4 31 Jan 2023 President & CCO
AMK AssetMark Financial Holdings, Inc. 08 Jun 2022 1 $0 4/A 07 Jul 2022 President & CCO
AMK AssetMark Financial Holdings, Inc. 04 Mar 2022 1 -$91.7K 4 08 Mar 2022 President & CCO
AMK AssetMark Financial Holdings, Inc. 09 Jun 2021 1 -$24.3K 4/A 03 Sep 2021 EVP, Chief Client Officer