Michael Kim - 27 Aug 2024 Form 4 Insider Report for AssetMark Financial Holdings, Inc. (AMK)

Role
CEO and President, Director
Signature
/s/ Celeste Angelich, as Attorney-in-Fact, for Michael Kim
Issuer symbol
AMK
Transactions as of
27 Aug 2024
Transactions value $
$0
Form type
4
Date filed
03 Sep 2024, 17:29
Previous filing
29 Jul 2024
Next filing
06 Sep 2024
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction AMK Common Stock Gift $0 -38.3K -92.57% $0.00 3.08K 27 Aug 2024 Kim Family Trust F1, F2
transaction AMK Common Stock Gift $0 +38.3K +10.88% $0.00 391K 27 Aug 2024 Direct F3
transaction AMK Common Stock Gift $0 -3.08K -100% $0.00 0 29 Aug 2024 Kim Family Trust F2, F4
transaction AMK Common Stock Gift $0 +3.08K $0.00 3.08K 29 Aug 2024 By the Kim Family Charitable Remainder Trust, dated August 24, 2024. F5, F6
transaction AMK Common Stock Gift $0 -34.7K -8.89% $0.00 356K 30 Aug 2024 Direct F7
transaction AMK Common Stock Gift $0 +34.7K +1128.73% $0.00 37.8K 30 Aug 2024 By the Kim Family Charitable Remainder Trust, dated August 24, 2024. F5, F6
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Shares transferred from the Kim Family Trust, dated July 30, 2016, to the Reporting Person.
F2 Shares held by The Kim Family Trust, dated July 30, 2016.
F3 Represents shares acquired by the Reporting Person.
F4 Shares transferred from the Kim Family Trust, dated July 30, 2016, to the Kim Family Charitable Remainder Trust, dated August 24, 2024.
F5 Represents shares acquired by the Kim Family Charitable Remainder Trust, dated August 24, 2024.
F6 Shares held by the Kim Family Charitable Remainder Trust, dated August 24, 2024, of which the Reporting Person and the Reporting Person's spouse are co-trustees.
F7 Shares transferred from the Reporting Person to the Kim Family Charitable Remainder Trust, dated August 24, 2024

Remarks:

The Reporting Person did not sell any of the shares reported on this Form 4.