AssetMark Financial Holdings, Inc. AMK NYSE

NYSE • Financial Services • Asset Management • US • USD

SharesGrow Score

74/100

4/7 Pass

SharesGrow Intrinsic Value

There have been 50 recent insider transactions recorded for AssetMark Financial Holdings, Inc. (AMK), including 4 buys and 31 sells. Total insider buying was valued at RSU Award and total insider selling at $1.8B.

Notable insiders with recent activity include Velli Joseph M, Guinn Patricia Lynn, Bhagat Rohit. Insider transactions can provide insights into how company leadership views the stock's valuation and future prospects.

Insider Transactions — AMK

Date	Name	Role	Transaction	Shares	Avg. Price	Value	Shares Owned
2024-09-05	Velli Joseph M	Director	Return of Shares	20,616	$35.25	$726.71K	-
2024-09-05	Guinn Patricia Lynn	Director	Return of Shares	26,525	$35.25	$935.01K	-
2024-09-05	Bhagat Rohit	Director	Return of Shares	59,049	$35.25	$2.08M	-
2024-09-05	Angus Ted F.	EVP, General Counsel	Return of Shares	73,171	-	-	-
2024-09-05	Hansen Carrie E.	EVP, Chief Operating Officer	Return of Shares	82,703	-	-	-
2024-09-05	Mehta Mukesh	EVP, Chief Information Officer	Return of Shares	82,703	-	-	-
2024-09-05	Zyla Gary G.	EVP, Chief Financial Officer	Return of Shares	62,095	-	-	-
2024-09-05	Huatai Securities Co., Ltd.	10 Percent Owner	Informative Sell	50,873,799	$35.25	$1.79B	-
2024-09-05	Kim Michael	CEO and President	Return of Shares	88,415	-	-	-
2024-09-05	Minta-jacobs Esi	HR & Digital Product Solutions	Return of Shares	23,282	-	-	-
2024-09-05	Mcnatt Joel David Jr	EVP, Investment Solutions	Return of Shares	9,377	-	-	-
2024-09-03	Mehta Mukesh	EVP, Chief Information Officer	Gift (Given)	182,165	-	-	80,286
2024-08-30	Bhagat Rohit	Director	Gift (Given)	7,124	-	-	59,049
2024-08-30	Kim Michael	CEO and President	Gift (Received)	34,731	-	-	37,808
2024-08-29	Bhagat Rohit	Director	Gift (Given)	1,024	-	-	67,197
2024-08-29	Kim Michael	CEO and President	Gift (Given)	3,077	-	-	-
2024-08-28	Hansen Carrie E.	EVP, Chief Operating Officer	Gift (Received)	42,906	-	-	42,906
2024-08-27	Kim Michael	CEO and President	Gift (Given)	38,313	-	-	3,077
2024-08-20	Hansen Carrie E.	EVP, Chief Operating Officer	Gift (Given)	143	-	-	134,439
2024-08-13	Mehta Mukesh	EVP, Chief Information Officer	Gift (Given)	262,451	-	-	42,340
2024-08-07	Mcnatt Joel David Jr	EVP, Investment Solutions	Gift (Given)	13,974	-	-	28,585
2024-07-30	Zyla Gary G.	EVP, Chief Financial Officer	Gift (Given)	2,900	-	-	89,895
2024-07-26	Mcnatt Joel David Jr	EVP, Investment Solutions	Gift (Received)	2,080	-	-	2,080
2024-07-25	Kim Michael	CEO and President	Gift (Given)	3,120	-	-	352,212
2024-07-23	Angus Ted F.	EVP, General Counsel	Gift (Given)	1,884	-	-	107,851
2024-07-23	Angus Ted F.	EVP, General Counsel	Gift (Received)	1,159	-	-	1,159
2024-06-10	Angus Ted F.	EVP, General Counsel	Informative Sell	1,246	$34.33	$42.78K	113,811
2024-06-10	Hansen Carrie E.	EVP, Chief Operating Officer	Informative Sell	1,246	$34.33	$42.78K	134,582
2024-06-10	Mehta Mukesh	EVP, Chief Information Officer	Informative Sell	1,246	$34.33	$42.78K	304,791
2024-06-10	Zyla Gary G.	EVP, Chief Financial Officer	Informative Sell	1,246	$34.33	$42.78K	92,795
2024-06-10	Kim Michael	CEO and President	Informative Sell	1,371	$34.33	$47.07K	355,332
2024-06-10	Minta-jacobs Esi	HR & Digital Product Solutions	Informative Sell	308	$34.33	$10.57K	66,766
2024-06-10	Mcnatt Joel David Jr	EVP, Investment Solutions	Informative Sell	437	$34.33	$15K	53,926
2024-03-04	Kim Michael	CEO and President	Informative Sell	11,833	$35.18	$416.28K	364,777
2023-12-06	Hansen Carrie E.	EVP, Chief Operating Officer	Informative Sell	11,500	$26.18	$301.07K	145,193
2023-11-17	Mcnatt Joel David Jr	EVP, Investment Solutions	Informative Sell	4,000	$25.17	$100.68K	56,319
2023-10-24	Kim Michael	CEO and President	RSU Award	42,302	-	-	376,610
2023-06-14	Angus Ted F.	EVP, General Counsel	Informative Sell	7,265	$28.16	$204.58K	123,445
2023-06-09	Angus Ted F.	EVP, General Counsel	Informative Sell	855	$29.61	$25.32K	130,710
2023-06-09	Hansen Carrie E.	EVP, Chief Operating Officer	Informative Sell	855	$29.61	$25.32K	156,693
2023-06-09	Mehta Mukesh	EVP, Chief Information Officer	Informative Sell	855	$29.61	$25.32K	313,671
2023-06-09	Wolfsen Natalie Grace	EVP, Chief Executive Officer	Informative Sell	1,348	$29.61	$39.91K	430,734
2023-06-09	Zyla Gary G.	EVP, Chief Financial Officer	Informative Sell	855	$29.61	$25.32K	100,581
2023-06-09	Kim Michael	President & Cco	Informative Sell	1,348	$29.61	$39.91K	334,308
2023-06-09	Minta-jacobs Esi	EVP, HR & Project Management	Informative Sell	300	$29.61	$8.88K	69,295
2023-06-09	Mcnatt Joel David Jr	EVP, Investment Solutions	Informative Sell	300	$29.61	$8.88K	60,319
2023-06-08	Velli Joseph M	Director	RSU Award	4,478	-	-	20,616
2023-06-08	Guinn Patricia Lynn	Director	RSU Award	4,478	-	-	26,525
2023-06-08	Bhagat Rohit	Director	RSU Award	4,478	-	-	68,221
2023-06-08	Angus Ted F.	EVP, General Counsel	Informative Sell	3,318	$30.04	$99.67K	131,565

■ Informative Buy/Sell — open market transaction (most significant) ■ Uninformative Buy — award, option exercise, conversion ■ Uninformative Sell — tax withholding, award vest sale ■ Neutral — gift, trust, expiry