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Chafkin Jeremiah H's Form 4 filing

AssetMark Financial Holdings, Inc. (AMK) · filed Aug 13, 2021

Accession no.
0001209191-21-051437
Filed
Aug 13, 2021
Trade date
Aug 11, 2021
Filing delay
2 days
Rule 10b5-1 plan
Not on the form (before 2023)

This filing lists 1 non-derivative transaction. Open-market sales total $1.33M. It was filed 2 days after the trade.

Reporting owners

A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.

Reporting owners on this filing
OwnerRelationship to the company
Chafkin Jeremiah HCIK 0001311476Officer (EVP, Chief Investment Officer)

Non-derivative securities (Table I)

Acquisitions and disposals of common stock and similar shares, one row per line on the filing.

Non-derivative transactions
Trade dateSecurityTransactionSharesPriceValueShares afterOwnershipFlags
Aug 11, 2021Common StockSSaleDisposed−50,000$26.55F1−$1,327,500356,889Indirect

Footnotes and remarks

Livermore keeps the footnotes that transaction prices refer to, all footnotes of amendments (Form 4/A) and the filing's remarks. Other footnotes, such as how indirect holdings are held or the details of a trading plan, are only in the original on SEC EDGAR.

F1

These transactions were executed in multiple trades at prices ranging from $25.83 to $26.73. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Referenced by the price of 1 transaction in Table I.

Remarks

All transactions were executed pursuant to a Rule 10b5-1 plan entered into by the Reporting Person.

Read the full filing on SEC EDGAR (opens in a new tab)