Carrie Hansen's Insider Trades & SAST Disclosures
Carrie Hansen's most recent trade in Assetmark Financial Holdings Inc was a trade of 42,906 Common Stock done . Disclosure was reported to the exchange on Aug. 28, 2024.
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"Balanced Fund": Use this format with quotation marks to find the exact phrase. The output matches
"Balanced Fund"
but not "Balanced Growth Fund"
Balanced Fund: Use this format without quotation marks to search for all funds related to the term
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"Balanced Income Fund", "Balanced Growth Fund" and any fund name containing "Balanced Fund".
| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| Assetmark Financial Holdin... | Carrie Hansen | EVP, Chief Operating Officer | Gift of securities by or to the insider at price $ 0.00 per share. | 28 Aug 2024 | 42,906 | 42,906 (0%) | 0% | 0 | Common Stock | |
| Assetmark Financial Holdin... | Carrie Hansen | EVP, Chief Operating Officer | Gift of securities by or to the insider at price $ 0.00 per share. | 28 Aug 2024 | 42,906 | 91,533 (0%) | 0% | 0 | Common Stock | |
| Assetmark Financial Holdin... | Carrie Hansen | EVP, Chief Operating Officer | Gift of securities by or to the insider at price $ 0.00 per share. | 20 Aug 2024 | 143 | 134,439 (0%) | 0% | 0 | Common Stock | |
| Assetmark Financial Holdin... | Carrie Hansen | EVP, Chief Operating Officer | Sale of securities on an exchange or to another person at price $ 34.41 per share. | 10 Jun 2024 | 9,365 | 135,828 (0%) | 0% | 34.4 | 322,250 | Common Stock |
| Assetmark Financial Holdin... | Carrie Hansen | EVP, Chief Operating Officer | Sale of securities on an exchange or to another person at price $ 34.33 per share. | 10 Jun 2024 | 1,246 | 134,582 (0%) | 0% | 34.3 | 42,775 | Common Stock |
| Assetmark Financial Holdin... | Carrie Hansen | EVP, Chief Operating Officer | Sale of securities on an exchange or to another person at price $ 26.18 per share. | 06 Dec 2023 | 11,500 | 145,193 (0%) | 0% | 26.2 | 301,070 | Common Stock |
| Assetmark Financial Holdin... | Carrie Hansen | EVP, Chief Operating Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 08 Jun 2023 | 37,892 | 160,866 (0%) | 0% | 0 | Common Stock | |
| Assetmark Financial Holdin... | Carrie Hansen | EVP, Chief Operating Officer | Sale of securities on an exchange or to another person at price $ 30.04 per share. | 08 Jun 2023 | 3,318 | 157,548 (0%) | 0% | 30.0 | 99,673 | Common Stock |
| Assetmark Financial Holdin... | Carrie Hansen | EVP, Chief Operating Officer | Sale of securities on an exchange or to another person at price $ 29.61 per share. | 08 Jun 2023 | 855 | 156,693 (0%) | 0% | 29.6 | 25,317 | Common Stock |
| Assetmark Financial Holdin... | Carrie Hansen | EVP, Chief Operating Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 08 Jun 2022 | 19,298 | 125,436 (0%) | 0% | 0 | Common Stock | |
| Assetmark Financial Holdin... | Carrie Hansen | EVP, Chief Operating Officer | Sale of securities on an exchange or to another person at price $ 25.68 per share. | 09 Jun 2021 | 859 | 106,138 (0%) | 0% | 25.7 | 22,059 | Common Stock |
| Assetmark Financial Holdin... | Carrie Hansen | EVP, Chief Operating Officer | Sale of securities on an exchange or to another person at price $ 26.29 per share. | 11 Feb 2021 | 3,662 | 89,916 (0%) | 0% | 26.3 | 96,274 | Common Stock |
| Assetmark Financial Holdin... | Carrie Hansen | EVP, Chief Operating Officer | Sale of securities on an exchange or to another person at price $ 26.39 per share. | 10 Feb 2021 | 32,160 | 93,578 (0%) | 0% | 26.4 | 848,702 | Common Stock |
| Assetmark Financial Holdin... | Carrie Hansen | EVP, Chief Operating Officer | Sale of securities on an exchange or to another person at price $ 25.71 per share. | 09 Feb 2021 | 19,516 | 129,295 (0%) | 0% | 25.7 | 501,756 | Common Stock |
| Assetmark Financial Holdin... | Carrie Hansen | EVP, Chief Operating Officer | Sale of securities on an exchange or to another person at price $ 26.05 per share. | 09 Feb 2021 | 3,557 | 125,738 (0%) | 0% | 26.1 | 92,660 | Common Stock |
| Assetmark Financial Holdin... | Carrie Hansen | EVP, Chief Operating Officer | Sale of securities on an exchange or to another person at price $ 25.33 per share. | 08 Feb 2021 | 36,338 | 148,811 (0%) | 0% | 25.3 | 920,442 | Common Stock |
| Assetmark Financial Holdin... | Carrie Hansen | EVP, Chief Operating Officer | Sale of securities on an exchange or to another person at price $ 24.94 per share. | 05 Feb 2021 | 29,816 | 185,149 (0%) | 0% | 24.9 | 743,611 | Common Stock |
| Assetmark Financial Holdin... | Carrie Hansen | EVP, Chief Operating Officer | Sale of securities on an exchange or to another person at price $ 24.24 per share. | 04 Feb 2021 | 16,561 | 214,965 (0%) | 0% | 24.2 | 401,439 | Common Stock |
| Assetmark Financial Holdin... | Carrie Hansen | EVP, Chief Operating Officer | Sale of securities on an exchange or to another person at price $ 24.09 per share. | 23 Nov 2020 | 18,831 | 232,558 (0%) | 0% | 24.1 | 453,639 | Common Stock |
| Assetmark Financial Holdin... | Carrie Hansen | EVP, Chief Operating Officer | Sale of securities on an exchange or to another person at price $ 24.44 per share. | 23 Nov 2020 | 1,032 | 231,526 (0%) | 0% | 24.4 | 25,222 | Common Stock |
| Assetmark Financial Holdin... | Carrie Hansen | EVP, Chief Operating Officer | Sale of securities on an exchange or to another person at price $ 24.10 per share. | 18 Nov 2020 | 19,244 | 251,389 (0%) | 0% | 24.1 | 463,780 | Common Stock |
| Assetmark Financial Holdin... | Carrie Hansen | EVP, Chief Operating Officer | Sale of securities on an exchange or to another person at price $ 24.36 per share. | 18 Nov 2020 | 13,329 | 273,733 (0%) | 0% | 24.4 | 324,694 | Common Stock |
| Assetmark Financial Holdin... | Carrie Hansen | EVP, Chief Operating Officer | Sale of securities on an exchange or to another person at price $ 25.06 per share. | 18 Nov 2020 | 3,100 | 270,633 (0%) | 0% | 25.1 | 77,686 | Common Stock |
| Assetmark Financial Holdin... | Carrie Hansen | EVP, Chief Operating Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 09 Jun 2020 | 80,377 | 80,377 | - | - | Stock Appreciation Right | |
| Assetmark Financial Holdin... | Carrie Hansen | EVP, Chief Operating Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 09 Jun 2020 | 9,377 | 287,062 (0%) | 0% | 0 | Common Stock |
*All Values are in $ Million
Client Category: Promoter/ KMP/ Director / Immediate Relatives / Employee / etc
Security Type: Share/ Warrants / Convertible Debentures
Security Type: Share/ Warrants / Convertible Debentures
Data as reported to USA Exchanges