Ted Angus's Insider Trades & SAST Disclosures
Ted Angus's most recent trade in Assetmark Financial Holdings Inc was a trade of 2,105 Common Stock done . Disclosure was reported to the exchange on July 23, 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
"Balanced Fund" The results may include
"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... | Ted Angus | EVP, General Counsel | Gift of securities by or to the insider at price $ 0.00 per share. | 23 Jul 2024 | 2,105 | 109,735 (0%) | 0% | 0 | Common Stock | |
| Assetmark Financial Holdin... | Ted Angus | EVP, General Counsel | Gift of securities by or to the insider at price $ 0.00 per share. | 23 Jul 2024 | 1,884 | 107,851 (0%) | 0% | 0 | Common Stock | |
| Assetmark Financial Holdin... | Ted Angus | EVP, General Counsel | Gift of securities by or to the insider at price $ 0.00 per share. | 23 Jul 2024 | 1,159 | 111,840 (0%) | 0% | 0 | Common Stock | |
| Assetmark Financial Holdin... | Ted Angus | EVP, General Counsel | Gift of securities by or to the insider at price $ 0.00 per share. | 23 Jul 2024 | 1,159 | 1,159 (0%) | 0% | 0 | Common Stock | |
| Assetmark Financial Holdin... | Ted Angus | EVP, General Counsel | Gift of securities by or to the insider at price $ 0.00 per share. | 23 Jul 2024 | 812 | 112,999 (0%) | 0% | 0 | Common Stock | |
| Assetmark Financial Holdin... | Ted Angus | EVP, General Counsel | Sale of securities on an exchange or to another person at price $ 34.41 per share. | 10 Jun 2024 | 8,388 | 115,057 (0%) | 0% | 34.4 | 288,631 | Common Stock |
| Assetmark Financial Holdin... | Ted Angus | EVP, General Counsel | Sale of securities on an exchange or to another person at price $ 34.33 per share. | 10 Jun 2024 | 1,246 | 113,811 (0%) | 0% | 34.3 | 42,775 | Common Stock |
| Assetmark Financial Holdin... | Ted Angus | EVP, General Counsel | Sale of securities on an exchange or to another person at price $ 28.16 per share. | 14 Jun 2023 | 7,265 | 123,445 (0%) | 0% | 28.2 | 204,582 | Common Stock |
| Assetmark Financial Holdin... | Ted Angus | EVP, General Counsel | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 08 Jun 2023 | 37,892 | 134,883 (0%) | 0% | 0 | Common Stock | |
| Assetmark Financial Holdin... | Ted Angus | EVP, General Counsel | Sale of securities on an exchange or to another person at price $ 30.04 per share. | 08 Jun 2023 | 3,318 | 131,565 (0%) | 0% | 30.0 | 99,673 | Common Stock |
| Assetmark Financial Holdin... | Ted Angus | EVP, General Counsel | Sale of securities on an exchange or to another person at price $ 29.61 per share. | 08 Jun 2023 | 855 | 130,710 (0%) | 0% | 29.6 | 25,317 | Common Stock |
| Assetmark Financial Holdin... | Ted Angus | EVP, General Counsel | Sale of securities on an exchange or to another person at price $ 28.12 per share. | 17 May 2023 | 5,637 | 96,991 (0%) | 0% | 28.1 | 158,512 | Common Stock |
| Assetmark Financial Holdin... | Ted Angus | EVP, General Counsel | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 08 Jun 2022 | 19,298 | 105,090 (0%) | 0% | 0 | Common Stock | |
| Assetmark Financial Holdin... | Ted Angus | EVP, General Counsel | Sale of securities on an exchange or to another person at price $ 25.68 per share. | 09 Jun 2021 | 859 | 85,792 (0%) | 0% | 25.7 | 22,059 | Common Stock |
| Assetmark Financial Holdin... | Ted Angus | EVP, General Counsel | Sale of securities on an exchange or to another person at price $ 23.09 per share. | 10 May 2021 | 9,780 | 69,570 (0%) | 0% | 23.1 | 225,820 | Common Stock |
| Assetmark Financial Holdin... | Ted Angus | EVP, General Counsel | Sale of securities on an exchange or to another person at price $ 21.93 per share. | 09 Apr 2021 | 10,069 | 79,350 (0%) | 0% | 21.9 | 220,813 | Common Stock |
| Assetmark Financial Holdin... | Ted Angus | EVP, General Counsel | Sale of securities on an exchange or to another person at price $ 24.16 per share. | 10 Mar 2021 | 9,923 | 89,419 (0%) | 0% | 24.2 | 239,740 | Common Stock |
| Assetmark Financial Holdin... | Ted Angus | EVP, General Counsel | Sale of securities on an exchange or to another person at price $ 25.02 per share. | 01 Mar 2021 | 20,291 | 99,342 (0%) | 0% | 25.0 | 507,681 | Common Stock |
| Assetmark Financial Holdin... | Ted Angus | EVP, General Counsel | Sale of securities on an exchange or to another person at price $ 26.38 per share. | 10 Feb 2021 | 16,687 | 119,633 (0%) | 0% | 26.4 | 440,203 | Common Stock |
| Assetmark Financial Holdin... | Ted Angus | EVP, General Counsel | Sale of securities on an exchange or to another person at price $ 23.51 per share. | 05 Jan 2021 | 17,888 | 136,320 (0%) | 0% | 23.5 | 420,547 | Common Stock |
| Assetmark Financial Holdin... | Ted Angus | EVP, General Counsel | Sale of securities on an exchange or to another person at price $ 23.71 per share. | 04 Jan 2021 | 13,846 | 154,209 (0%) | 0% | 23.7 | 328,289 | Common Stock |
| Assetmark Financial Holdin... | Ted Angus | EVP, General Counsel | Sale of securities on an exchange or to another person at price $ 25.00 per share. | 04 Jan 2021 | 1 | 154,208 (0%) | 0% | 25 | 25 | Common Stock |
| Assetmark Financial Holdin... | Ted Angus | EVP, General Counsel | Sale of securities on an exchange or to another person at price $ 27.16 per share. | 10 Jul 2020 | 9,447 | 168,055 (0%) | 0% | 27.2 | 256,581 | Common Stock |
| Assetmark Financial Holdin... | Ted Angus | EVP, General Counsel | Sale of securities on an exchange or to another person at price $ 27.66 per share. | 10 Jun 2020 | 6,200 | 180,749 (0%) | 0% | 27.7 | 171,492 | Common Stock |
| Assetmark Financial Holdin... | Ted Angus | EVP, General Counsel | Sale of securities on an exchange or to another person at price $ 27.97 per share. | 10 Jun 2020 | 3,247 | 177,502 (0%) | 0% | 28.0 | 90,819 | Common Stock |
| Assetmark Financial Holdin... | Ted Angus | EVP, General Counsel | 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... | Ted Angus | EVP, General Counsel | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 09 Jun 2020 | 9,377 | 186,949 (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