Natalie Wolfsen's most recent trade in Assetmark Financial Holdings Inc was a trade of 172,798 Stock Appreciation Right done . Disclosure was reported to the exchange on June 8, 2023.
| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| Assetmark Financial Holdin... | Natalie Wolfsen | Director, EVP, Chief Executive Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 08 Jun 2023 | 172,798 | 172,798 | - | - | Stock Appreciation Right | |
| Assetmark Financial Holdin... | Natalie Wolfsen | Director, EVP, Chief Executive Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 08 Jun 2023 | 56,029 | 56,029 | - | - | Stock Appreciation Right | |
| Assetmark Financial Holdin... | Natalie Wolfsen | Director, EVP, Chief Executive Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 08 Jun 2023 | 26,697 | 439,268 (0%) | 0% | 0 | Common Stock | |
| Assetmark Financial Holdin... | Natalie Wolfsen | Director, EVP, Chief Executive Officer | Sale of securities on an exchange or to another person at price $ 30.04 per share. | 08 Jun 2023 | 7,186 | 432,082 (0%) | 0% | 30.0 | 215,867 | Common Stock |
| Assetmark Financial Holdin... | Natalie Wolfsen | Director, EVP, Chief Executive Officer | Sale of securities on an exchange or to another person at price $ 29.61 per share. | 08 Jun 2023 | 1,348 | 430,734 (0%) | 0% | 29.6 | 39,914 | Common Stock |
| Assetmark Financial Holdin... | Natalie Wolfsen | EVP, Chief Executive Officer | Sale of securities on an exchange or to another person at price $ 31.66 per share. | 06 Mar 2023 | 5,545 | 412,571 (0%) | 0% | 31.7 | 175,555 | Common Stock |
| Assetmark Financial Holdin... | Natalie Wolfsen | EVP, Chief Executive Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 08 Jun 2022 | 263,146 | 263,146 | - | - | Stock Appreciation Right | |
| Assetmark Financial Holdin... | Natalie Wolfsen | EVP, Chief Executive Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 08 Jun 2022 | 30,701 | 422,726 (0%) | 0% | 0 | Common Stock | |
| Assetmark Financial Holdin... | Natalie Wolfsen | EVP, Chief Executive Officer | Sale of securities on an exchange or to another person at price $ 22.30 per share. | 04 Mar 2022 | 5,075 | 392,025 (0%) | 0% | 22.3 | 113,173 | Common Stock |
| Assetmark Financial Holdin... | Natalie Wolfsen | EVP, Chief Solutions Officer | Sale of securities on an exchange or to another person at price $ 25.68 per share. | 09 Jun 2021 | 945 | 397,100 (0%) | 0% | 25.7 | 24,268 | Common Stock |
| Assetmark Financial Holdin... | Natalie Wolfsen | Director, Chief Executive Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 26 Apr 2021 | 45,135 | 373,782 (0%) | 0% | 0 | Common stock | |
| Assetmark Financial Holdin... | Natalie Wolfsen | EVP, Chief Solutions Officer | Sale of securities on an exchange or to another person at price $ 23.76 per share. | 04 Feb 2021 | 8,053 | 328,703 (0%) | 0% | 23.8 | 191,339 | Common Stock |
| Assetmark Financial Holdin... | Natalie Wolfsen | EVP, Chief Solutions Officer | Sale of securities on an exchange or to another person at price $ 24.12 per share. | 04 Feb 2021 | 56 | 328,647 (0%) | 0% | 24.1 | 1,351 | Common Stock |
| Assetmark Financial Holdin... | Natalie Wolfsen | EVP, Chief Solutions Officer | Sale of securities on an exchange or to another person at price $ 23.03 per share. | 03 Feb 2021 | 22,846 | 336,756 (0%) | 0% | 23.0 | 526,143 | Common Stock |
| Assetmark Financial Holdin... | Natalie Wolfsen | EVP, Chief Solutions Officer | Sale of securities on an exchange or to another person at price $ 23.36 per share. | 02 Feb 2021 | 18,452 | 359,602 (0%) | 0% | 23.4 | 431,039 | Common Stock |
| Assetmark Financial Holdin... | Natalie Wolfsen | EVP, Chief Solutions Officer | Sale of securities on an exchange or to another person at price $ 23.01 per share. | 01 Feb 2021 | 4,146 | 378,054 (0%) | 0% | 23.0 | 95,399 | Common Stock |
| Assetmark Financial Holdin... | Natalie Wolfsen | EVP, Chief Solutions Officer | Sale of securities on an exchange or to another person at price $ 24.59 per share. | 18 Nov 2020 | 14,280 | 382,200 (0%) | 0% | 24.6 | 351,145 | Common Stock |