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AMK

AssetMark Financial Holdings, Inc.CIK 1591587 ☆ Sign in to watchCongress trades
Open-mkt buys · 90d
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0 trades · 0 insiders
Open-mkt sales · 90d
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0 trades · 0 insiders
Net · 90d
$0
Insiders on file
17

AI insights for AMK PRO

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AI insights for AMK
Insider sentiment score with a plain-English explanation, conviction score on every buy, and how the stock performed 30 and 90 days after past insider buys.
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Daily buy vs sell · 90 days

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Insiders

InsiderRoleTradesBoughtSoldLast trade
McNatt Joel David JREVP, Investment Solutions27$0$366.4K2024-09-05
Minta-Jacobs EsiHR & Digital Product Solutions29$0$606.3K2024-09-05
Kim MichaelPresident & CCO66$0$3.59M2024-09-05
Huatai International Financial Holdings Co Ltd10% Owner1$0$1.79B2024-09-05
Zyla Gary G.EVP, Chief Financial Officer52$0$5.23M2024-09-05
Mehta MukeshEVP, Chief Information Officer52$11.0K$4.29M2024-09-05
Hansen Carrie E.EVP, Chief Operating Officer61$0$8.40M2024-09-05
Angus Ted F.EVP, General Counsel49$0$4.44M2024-09-05
Bhagat RohitDirector10$0$02024-09-05
Guinn Patricia LynnDirector7$0$02024-09-05
VELLI JOSEPH MDirector6$0$02024-09-05
Wolfsen Natalie GraceEVP, Chief Solutions Officer46$0$4.96M2023-06-09
Chafkin Jeremiah HVice Chairman31$0$6.33M2021-09-14
Hahn JohnSVP, Finance & Reporting (PAO)17$0$969.5K2021-06-11
Goldman Charles GPresident and CEO77$0$19.36M2020-06-11
Huatai International Investment Holdings Ltd10% Owner1$0$167.13M2019-07-22
AssetMark Holdings LLC10% Owner1$0$02019-07-17

Trade history

InsiderRoleCodeTradeFiledSharesPriceValueOwned after
Kim MichaelCEO and President D To issuer deriv2024-09-052024-09-0637,955— $00SEC↗
Kim MichaelCEO and President D To issuer deriv2024-09-052024-09-0662,095— $00SEC↗
Kim MichaelCEO and President D To issuer deriv2024-09-052024-09-0688,415— $00SEC↗
Kim MichaelCEO and President D To issuer deriv2024-09-052024-09-06197,359— $00SEC↗
Kim MichaelCEO and President D To issuer deriv2024-09-052024-09-06117,057— $00SEC↗
Kim MichaelCEO and President D To issuer deriv2024-09-052024-09-06166,298— $00SEC↗
Zyla Gary G.EVP, Chief Financial Officer D To issuer deriv2024-09-052024-09-0662,095— $00SEC↗
Zyla Gary G.EVP, Chief Financial Officer D To issuer deriv2024-09-052024-09-0649,052— $00SEC↗
Zyla Gary G.EVP, Chief Financial Officer D To issuer deriv2024-09-052024-09-0673,171— $00SEC↗
Zyla Gary G.EVP, Chief Financial Officer D To issuer deriv2024-09-052024-09-0682,703— $00SEC↗
Zyla Gary G.EVP, Chief Financial Officer D To issuer deriv2024-09-052024-09-0680,377— $00SEC↗
Zyla Gary G.EVP, Chief Financial Officer D To issuer deriv2024-09-052024-09-0615,905— $00SEC↗
Angus Ted F.EVP, General Counsel D To issuer deriv2024-09-052024-09-0673,171— $00SEC↗
Angus Ted F.EVP, General Counsel D To issuer deriv2024-09-052024-09-0682,703— $00SEC↗
Angus Ted F.EVP, General Counsel D To issuer deriv2024-09-052024-09-0662,095— $00SEC↗
Angus Ted F.EVP, General Counsel D To issuer deriv2024-09-052024-09-0680,377— $00SEC↗
Hansen Carrie E.EVP, Chief Operating Officer D To issuer deriv2024-09-052024-09-0682,703— $00SEC↗
Hansen Carrie E.EVP, Chief Operating Officer D To issuer deriv2024-09-052024-09-0673,171— $00SEC↗
Hansen Carrie E.EVP, Chief Operating Officer D To issuer deriv2024-09-052024-09-0662,095— $00SEC↗
Hansen Carrie E.EVP, Chief Operating Officer D To issuer deriv2024-09-052024-09-0680,377— $00SEC↗
Mehta MukeshEVP, Chief Information Offic D To issuer deriv2024-09-052024-09-0682,703— $00SEC↗
Mehta MukeshEVP, Chief Information Offic D To issuer deriv2024-09-052024-09-0662,095— $00SEC↗
Mehta MukeshEVP, Chief Information Offic D To issuer deriv2024-09-052024-09-0680,377— $00SEC↗
Mehta MukeshEVP, Chief Information Offic D To issuer deriv2024-09-052024-09-0673,171— $00SEC↗
McNatt Joel David JREVP, Investment Solutions D To issuer deriv2024-09-052024-09-069,377— $00SEC↗
McNatt Joel David JREVP, Investment Solutions D To issuer deriv2024-09-052024-09-0612,758— $00SEC↗
McNatt Joel David JREVP, Investment Solutions D To issuer deriv2024-09-052024-09-0645,111— $00SEC↗
McNatt Joel David JREVP, Investment Solutions D To issuer deriv2024-09-052024-09-0623,282— $00SEC↗
Minta-Jacobs EsiHR & Digital Product Solutio D To issuer deriv2024-09-052024-09-0628,132— $00SEC↗
Minta-Jacobs EsiHR & Digital Product Solutio D To issuer deriv2024-09-052024-09-0626,315— $00SEC↗
Minta-Jacobs EsiHR & Digital Product Solutio D To issuer deriv2024-09-052024-09-0623,282— $00SEC↗
Minta-Jacobs EsiHR & Digital Product Solutio D To issuer deriv2024-09-052024-09-0612,758— $00SEC↗
VELLI JOSEPH MDirector D To issuer2024-09-052024-09-0620,616$35.25 $726.7K0SEC↗
Guinn Patricia LynnDirector D To issuer2024-09-052024-09-0626,525$35.25 $935.0K0SEC↗
Bhagat RohitDirector D To issuer2024-09-052024-09-0659,049$35.25 $2.08M0SEC↗
Kim MichaelCEO and President D To issuer2024-09-052024-09-06355,794$35.25 $12.54M0SEC↗
Kim MichaelCEO and President D To issuer2024-09-052024-09-0637,808$35.25 $1.33M0SEC↗
Zyla Gary G.EVP, Chief Financial Officer D To issuer2024-09-052024-09-0689,895$35.25 $3.17M0SEC↗
Angus Ted F.EVP, General Counsel D To issuer2024-09-052024-09-061,159$35.25 $40.9K0SEC↗
Angus Ted F.EVP, General Counsel D To issuer2024-09-052024-09-06107,851$35.25 $3.80M0SEC↗
Hansen Carrie E.EVP, Chief Operating Officer D To issuer2024-09-052024-09-0642,906$35.25 $1.51M0SEC↗
Hansen Carrie E.EVP, Chief Operating Officer D To issuer2024-09-052024-09-0691,533$35.25 $3.23M0SEC↗
Mehta MukeshEVP, Chief Information Offic D To issuer2024-09-052024-09-0680,286$35.25 $2.83M0SEC↗
Mehta MukeshEVP, Chief Information Offic D To issuer2024-09-052024-09-06224,505$35.25 $7.91M0SEC↗
McNatt Joel David JREVP, Investment Solutions D To issuer2024-09-052024-09-0628,585$35.25 $1.01M0SEC↗
McNatt Joel David JREVP, Investment Solutions D To issuer2024-09-052024-09-062,080$35.25 $73.3K0SEC↗
McNatt Joel David JREVP, Investment Solutions D To issuer2024-09-052024-09-066,864$35.25 $242.0K0SEC↗
Minta-Jacobs EsiHR & Digital Product Solutio D To issuer2024-09-052024-09-0666,766$35.25 $2.35M0SEC↗
Huatai International Financial10% Owner S Sale2024-09-052024-09-0650,873,799$35.25 $1.79B0SEC↗
Mehta MukeshEVP, Chief Information Offic G Gift2024-09-032024-09-06182,165— $080,286SEC↗
Mehta MukeshEVP, Chief Information Offic G Gift2024-09-032024-09-06182,165— $0224,505SEC↗
Bhagat RohitDirector G Gift2024-08-302024-09-037,124— $059,049SEC↗
Bhagat RohitDirector G Gift2024-08-302024-09-031,024— $066,173SEC↗
Kim MichaelCEO and President G Gift2024-08-302024-09-0334,731— $0355,794SEC↗
Kim MichaelCEO and President G Gift2024-08-302024-09-0334,731— $037,808SEC↗
Bhagat RohitDirector G Gift2024-08-292024-09-031,024— $067,197SEC↗
Kim MichaelCEO and President G Gift2024-08-292024-09-033,077— $00SEC↗
Kim MichaelCEO and President G Gift2024-08-292024-09-033,077— $03,077SEC↗
Hansen Carrie E.EVP, Chief Operating Officer G Gift2024-08-282024-08-3042,906— $091,533SEC↗
Hansen Carrie E.EVP, Chief Operating Officer G Gift2024-08-282024-08-3042,906— $042,906SEC↗
Kim MichaelCEO and President G Gift2024-08-272024-09-0338,313— $0390,525SEC↗
Kim MichaelCEO and President G Gift2024-08-272024-09-0338,313— $03,077SEC↗
Hansen Carrie E.EVP, Chief Operating Officer G Gift2024-08-202024-08-21143— $0134,439SEC↗
Mehta MukeshEVP, Chief Information Offic G Gift2024-08-132024-08-15262,451— $042,340SEC↗
Mehta MukeshEVP, Chief Information Offic G Gift2024-08-132024-08-15262,451— $0262,451SEC↗
McNatt Joel David JREVP, Investment Solutions G Gift2024-08-072024-08-0713,974— $028,585SEC↗
Zyla Gary G.EVP, Chief Financial Officer G Gift2024-07-302024-07-312,900— $089,895SEC↗
McNatt Joel David JREVP, Investment Solutions G Gift2024-07-262024-07-291,450— $052,476SEC↗
McNatt Joel David JREVP, Investment Solutions G Gift2024-07-262024-07-292,080— $050,396SEC↗
McNatt Joel David JREVP, Investment Solutions G Gift2024-07-262024-07-292,080— $02,080SEC↗
McNatt Joel David JREVP, Investment Solutions G Gift2024-07-262024-07-29973— $049,423SEC↗
McNatt Joel David JREVP, Investment Solutions G Gift2024-07-262024-07-296,864— $042,559SEC↗
McNatt Joel David JREVP, Investment Solutions G Gift2024-07-262024-07-296,864— $06,864SEC↗
Kim MichaelCEO and President G Gift2024-07-252024-07-293,120— $0352,212SEC↗
Angus Ted F.EVP, General Counsel G Gift2024-07-232024-07-232,105— $0109,735SEC↗
Angus Ted F.EVP, General Counsel G Gift2024-07-232024-07-231,884— $0107,851SEC↗
Angus Ted F.EVP, General Counsel G Gift2024-07-232024-07-23812— $0112,999SEC↗
Angus Ted F.EVP, General Counsel G Gift2024-07-232024-07-231,159— $0111,840SEC↗
Angus Ted F.EVP, General Counsel G Gift2024-07-232024-07-291,159— $01,159SEC↗
Angus Ted F.EVP, General Counsel S Sale2024-06-102024-06-111,246$34.33 $42.8K113,811SEC↗
Angus Ted F.EVP, General Counsel S Sale2024-06-102024-06-118,388$34.41 $288.6K115,057SEC↗
Hansen Carrie E.EVP, Chief Operating Officer S Sale2024-06-102024-06-111,246$34.33 $42.8K134,582SEC↗
Hansen Carrie E.EVP, Chief Operating Officer S Sale2024-06-102024-06-119,365$34.41 $322.2K135,828SEC↗
Kim MichaelCEO and President S Sale2024-06-102024-06-118,074$34.41 $277.8K356,703SEC↗
Kim MichaelCEO and President S Sale2024-06-102024-06-111,371$34.33 $47.1K355,332SEC↗
McNatt Joel David JREVP, Investment Solutions S Sale2024-06-102024-06-114,830$34.41 $166.2K54,363SEC↗
McNatt Joel David JREVP, Investment Solutions S Sale2024-06-102024-06-11437$34.33 $15.0K53,926SEC↗
Mehta MukeshEVP, Chief Information Offic S Sale2024-06-102024-06-111,246$34.33 $42.8K304,791SEC↗
Mehta MukeshEVP, Chief Information Offic S Sale2024-06-102024-06-117,634$34.41 $262.7K306,037SEC↗
Minta-Jacobs EsiHR & Digital Product Solutio S Sale2024-06-102024-06-112,221$34.41 $76.4K67,074SEC↗
Minta-Jacobs EsiHR & Digital Product Solutio S Sale2024-06-102024-06-11308$34.33 $10.6K66,766SEC↗
Zyla Gary G.EVP, Chief Financial Officer S Sale2024-06-102024-06-116,540$34.41 $225.0K94,041SEC↗
Zyla Gary G.EVP, Chief Financial Officer S Sale2024-06-102024-06-111,246$34.33 $42.8K92,795SEC↗
Kim MichaelCEO and President S Sale2024-03-042024-03-0511,833$35.18 $416.3K364,777SEC↗
Hansen Carrie E.EVP, Chief Operating Officer S Sale2023-12-062023-12-0711,500$26.18 $301.1K145,193SEC↗
McNatt Joel David JREVP, Investment Solutions S Sale2023-11-172024-01-264,000$25.17 $100.7K56,319SEC↗
Kim MichaelCEO and President A Award2023-10-242023-10-2642,302— $0376,610SEC↗
Angus Ted F.EVP, General Counsel S Sale2023-06-142023-06-157,265$28.16 $204.6K123,445SEC↗
Minta-Jacobs EsiEVP, HR & Project Management S Sale2023-06-092023-06-12300$29.61 $8.9K69,295SEC↗
McNatt Joel David JREVP, Investment Solutions S Sale2023-06-092023-06-12300$29.61 $8.9K60,319SEC↗
Angus Ted F.EVP, General Counsel S Sale2023-06-092023-06-12855$29.61 $25.3K130,710SEC↗
Mehta MukeshEVP, Chief Information Offic S Sale2023-06-092023-06-12855$29.61 $25.3K313,671SEC↗
Hansen Carrie E.EVP, Chief Operating Officer S Sale2023-06-092023-06-12855$29.61 $25.3K156,693SEC↗
Wolfsen Natalie GraceEVP, Chief Executive Officer S Sale2023-06-092023-06-121,348$29.61 $39.9K430,734SEC↗
Kim MichaelPresident & CCO S Sale2023-06-092023-06-121,348$29.61 $39.9K334,308SEC↗
Zyla Gary G.EVP, Chief Financial Officer S Sale2023-06-092023-06-12855$29.61 $25.3K100,581SEC↗
Wolfsen Natalie GraceEVP, Chief Executive Officer A Award deriv2023-06-082023-06-1256,029— $056,029SEC↗
Wolfsen Natalie GraceEVP, Chief Executive Officer A Award deriv2023-06-082023-06-12172,798— $0172,798SEC↗
Kim MichaelPresident & CCO A Award deriv2023-06-082023-06-1237,955— $037,955SEC↗
Kim MichaelPresident & CCO A Award deriv2023-06-082023-06-12117,057— $0117,057SEC↗
Zyla Gary G.EVP, Chief Financial Officer A Award deriv2023-06-082023-06-1249,052— $049,052SEC↗
Zyla Gary G.EVP, Chief Financial Officer A Award deriv2023-06-082023-06-1215,905— $015,905SEC↗
Bhagat RohitDirector A Award2023-06-082023-06-124,478— $068,221SEC↗
Guinn Patricia LynnDirector A Award2023-06-082023-06-124,478— $026,525SEC↗
VELLI JOSEPH MDirector A Award2023-06-082023-06-124,478— $020,616SEC↗
Minta-Jacobs EsiEVP, HR & Project Management A Award2023-06-082023-06-1212,056— $070,652SEC↗
Minta-Jacobs EsiEVP, HR & Project Management S Sale2023-06-082023-06-121,057$30.04 $31.8K69,595SEC↗
McNatt Joel David JREVP, Investment Solutions S Sale2023-06-082023-06-121,456$30.04 $43.7K60,619SEC↗
McNatt Joel David JREVP, Investment Solutions A Award2023-06-082023-06-1229,280— $062,075SEC↗
Angus Ted F.EVP, General Counsel A Award2023-06-082023-06-1237,892— $0134,883SEC↗
Angus Ted F.EVP, General Counsel S Sale2023-06-082023-06-123,318$30.04 $99.7K131,565SEC↗
Mehta MukeshEVP, Chief Information Offic A Award2023-06-082023-06-1237,892— $0317,844SEC↗
Mehta MukeshEVP, Chief Information Offic S Sale2023-06-082023-06-123,318$30.04 $99.7K314,526SEC↗
Hansen Carrie E.EVP, Chief Operating Officer S Sale2023-06-082023-06-123,318$30.04 $99.7K157,548SEC↗
Hansen Carrie E.EVP, Chief Operating Officer A Award2023-06-082023-06-1237,892— $0160,866SEC↗
Wolfsen Natalie GraceEVP, Chief Executive Officer A Award2023-06-082023-06-1226,697— $0439,268SEC↗
Wolfsen Natalie GraceEVP, Chief Executive Officer S Sale2023-06-082023-06-127,186$30.04 $215.9K432,082SEC↗
Kim MichaelPresident & CCO A Award2023-06-082023-06-1218,085— $0340,635SEC↗
Kim MichaelPresident & CCO S Sale2023-06-082023-06-124,979$30.04 $149.6K335,656SEC↗
Zyla Gary G.EVP, Chief Financial Officer S Sale2023-06-082023-06-123,318$30.04 $99.7K101,436SEC↗
Zyla Gary G.EVP, Chief Financial Officer A Award2023-06-082023-06-1215,157— $0104,754SEC↗
Minta-Jacobs EsiEVP, HR & Project Management S Sale2023-05-172023-05-186,000$28.12 $168.7K58,596SEC↗
Angus Ted F.EVP, General Counsel S Sale2023-05-172023-05-185,637$28.12 $158.5K96,991SEC↗
Zyla Gary G.EVP, Chief Financial Officer S Sale2023-05-082023-05-108,958$26.83 $240.3K89,597SEC↗
Kim MichaelPresident & CCO G Gift2023-03-172023-03-17250,000— $041,390SEC↗
Kim MichaelPresident & CCO G Gift2023-03-172023-03-17250,000— $0322,550SEC↗
Kim MichaelPresident & CCO S Sale2023-03-062023-03-074,044$31.66 $128.0K72,550SEC↗
Wolfsen Natalie GraceEVP, Chief Executive Officer S Sale2023-03-062023-03-075,545$31.66 $175.6K412,571SEC↗
Kim MichaelPresident & CCO G Gift2023-01-032023-01-313,300— $0291,390SEC↗
Kim MichaelPresident & CCO G Gift2023-01-032023-01-311,100— $01,930SEC↗
Kim MichaelPresident & CCO G Gift2022-12-282023-01-31294,664— $076,594SEC↗
Kim MichaelPresident & CCO G Gift2022-12-282023-01-31294,664— $0294,690SEC↗
Kim MichaelPresident & CCO G Gift2022-07-152023-01-31290,000— $0371,258SEC↗
Kim MichaelPresident & CCO G Gift2022-07-152023-01-31290,000— $026SEC↗
Kim MichaelPresident & CCO G Gift2022-06-262023-01-31830— $0830SEC↗
Kim MichaelPresident & CCO G Gift2022-06-262023-01-312,490— $0290,026SEC↗
Kim MichaelPresident & CCO G Gift2022-06-222023-01-31292,516— $0292,516SEC↗
Kim MichaelPresident & CCO G Gift2022-06-222023-01-31292,516— $081,258SEC↗
Minta-Jacobs EsiEVP, HR & Project Management S Sale2022-06-102022-07-07308$19.06 $5.9K64,596SEC↗
McNatt Joel David JREVP, Investment Solutions S Sale2022-06-102022-07-07308$19.06 $5.9K32,795SEC↗
Angus Ted F.EVP, General Counsel S Sale2022-06-102022-06-10877$19.06 $16.7K102,627SEC↗
Hansen Carrie E.EVP, Chief Operating Officer S Sale2022-06-102022-06-10877$19.06 $16.7K122,973SEC↗
Kim MichaelPresident & CCO S Sale2022-06-102022-06-10965$19.06 $18.4K373,773SEC↗
Wolfsen Natalie GraceEVP, Chief Executive Officer S Sale2022-06-102022-06-101,383$19.06 $26.4K418,115SEC↗
Mehta MukeshEVP, Chief Information Offic S Sale2022-06-102022-06-10877$19.06 $16.7K279,951SEC↗
Minta-Jacobs EsiEVP, HR & Project Management S Sale2022-06-102022-06-10308$19.06 $5.9K66,179SEC↗
Zyla Gary G.EVP, Chief Financial Officer S Sale2022-06-102022-06-10877$19.06 $16.7K98,554SEC↗
McNatt Joel David JREVP, Investment Solutions S Sale2022-06-102022-06-10308$19.06 $5.9K20,239SEC↗
Minta-Jacobs EsiEVP, HR & Project Management S Sale2022-06-092022-07-07505$20.00 $10.1K64,904SEC↗
McNatt Joel David JREVP, Investment Solutions S Sale2022-06-092022-07-07505$20.00 $10.1K33,103SEC↗
Angus Ted F.EVP, General Counsel S Sale2022-06-092022-06-101,585$20.00 $31.7K103,504SEC↗
Hansen Carrie E.EVP, Chief Operating Officer S Sale2022-06-092022-06-101,585$20.00 $31.7K123,850SEC↗
Kim MichaelPresident & CCO S Sale2022-06-092022-06-101,801$20.00 $36.0K374,738SEC↗
Wolfsen Natalie GraceEVP, Chief Executive Officer S Sale2022-06-092022-06-103,227$20.00 $64.5K419,498SEC↗
Mehta MukeshEVP, Chief Information Offic S Sale2022-06-092022-06-101,585$20.00 $31.7K280,828SEC↗
Minta-Jacobs EsiEVP, HR & Project Management S Sale2022-06-092022-06-10505$20.00 $10.1K66,487SEC↗
Zyla Gary G.EVP, Chief Financial Officer S Sale2022-06-092022-06-101,585$20.00 $31.7K99,431SEC↗
McNatt Joel David JREVP, Investment Solutions S Sale2022-06-092022-06-10505$20.00 $10.1K20,547SEC↗
Wolfsen Natalie GraceEVP, Chief Executive Officer A Award deriv2022-06-082022-07-07263,146— $0263,146SEC↗
Guinn Patricia LynnDirector A Award2022-06-082022-07-076,215— $022,047SEC↗
VELLI JOSEPH MDirector A Award2022-06-082022-07-076,215— $016,138SEC↗
Bhagat RohitDirector A Award2022-06-082022-07-076,215— $063,743SEC↗
Angus Ted F.EVP, General Counsel A Award2022-06-082022-07-0719,298— $0105,090SEC↗
Hansen Carrie E.EVP, Chief Operating Officer A Award2022-06-082022-07-0719,298— $0125,436SEC↗
Mehta MukeshEVP, Chief Information Offic A Award2022-06-082022-07-0719,298— $0282,414SEC↗
Zyla Gary G.EVP, Chief Financial Officer A Award2022-06-082022-07-0719,298— $0101,017SEC↗
Kim MichaelPresident & CCO A Award2022-06-082022-07-0723,026— $0376,540SEC↗
Wolfsen Natalie GraceEVP, Chief Executive Officer A Award2022-06-082022-07-0730,701— $0422,726SEC↗
Minta-Jacobs EsiEVP, HR & Project Management A Award2022-06-082022-07-076,141— $065,409SEC↗
McNatt Joel David JREVP, Investment Solutions A Award2022-06-082022-07-0710,526— $033,608SEC↗
Angus Ted F.EVP, General Counsel A Award deriv2022-06-082022-06-1082,703— $082,703SEC↗
Hansen Carrie E.EVP, Chief Operating Officer A Award deriv2022-06-082022-06-1082,703— $082,703SEC↗
Kim MichaelPresident & CCO A Award deriv2022-06-082022-06-10197,359— $0197,359SEC↗
Wolfsen Natalie GraceEVP, Chief Executive Officer A Award deriv2022-06-082022-06-10263,145— $0263,145SEC↗
Mehta MukeshEVP, Chief Information Offic A Award deriv2022-06-082022-06-1082,703— $082,703SEC↗
Minta-Jacobs EsiEVP, HR & Project Management A Award deriv2022-06-082022-06-1026,315— $026,315SEC↗
Zyla Gary G.EVP, Chief Financial Officer A Award deriv2022-06-082022-06-1082,703— $082,703SEC↗
McNatt Joel David JREVP, Investment Solutions A Award deriv2022-06-082022-06-1045,111— $045,111SEC↗
Guinn Patricia LynnDirector A Award2022-06-082022-06-106,214— $022,046SEC↗
VELLI JOSEPH MDirector A Award2022-06-082022-06-106,214— $016,137SEC↗
Angus Ted F.EVP, General Counsel A Award2022-06-082022-06-1019,297— $0105,089SEC↗
Hansen Carrie E.EVP, Chief Operating Officer A Award2022-06-082022-06-1019,297— $0125,435SEC↗
Kim MichaelPresident & CCO A Award2022-06-082022-06-1023,025— $0376,539SEC↗
Wolfsen Natalie GraceEVP, Chief Executive Officer A Award2022-06-082022-06-1030,700— $0422,725SEC↗
Mehta MukeshEVP, Chief Information Offic A Award2022-06-082022-06-1019,297— $0282,413SEC↗
Minta-Jacobs EsiEVP, HR & Project Management A Award2022-06-082022-06-106,140— $066,992SEC↗
Zyla Gary G.EVP, Chief Financial Officer A Award2022-06-082022-06-1019,297— $0101,016SEC↗
McNatt Joel David JREVP, Investment Solutions A Award2022-06-082022-06-1010,526— $021,052SEC↗
Bhagat RohitDirector A Award2022-06-082022-06-106,214— $063,742SEC↗
Wolfsen Natalie GraceEVP, Chief Executive Officer S Sale2022-03-042022-03-085,075$22.30 $113.2K392,025SEC↗
Kim MichaelPresident & CCO S Sale2022-03-042022-03-084,114$22.30 $91.7K353,514SEC↗
Mehta MukeshEVP, Chief Information Offic S Sale2021-11-122021-11-12607$28.01 $17.0K263,116SEC↗
Mehta MukeshEVP, Chief Information Offic S Sale2021-11-112021-11-121,456$28.01 $40.8K263,723SEC↗
Mehta MukeshEVP, Chief Information Offic S Sale2021-11-102021-11-1227,937$28.04 $783.4K265,179SEC↗
Chafkin Jeremiah HVice Chairman S Sale2021-09-142021-09-1415,346$26.18 $401.8K306,459SEC↗
Chafkin Jeremiah HVice Chairman S Sale2021-09-132021-09-1434,654$26.08 $903.8K321,805SEC↗
Mehta MukeshEVP, Chief Information Offic S Sale2021-09-022021-09-039,377$27.06 $253.7K293,116SEC↗
Mehta MukeshEVP, Chief Information Offic S Sale2021-08-192021-09-03500$27.00 $13.5K302,493SEC↗
Mehta MukeshEVP, Chief Information Offic S Sale2021-08-182021-09-0315,872$27.08 $429.8K302,993SEC↗
Chafkin Jeremiah HEVP, Chief Investment Office S Sale2021-08-112021-08-1350,000$26.55 $1.33M356,889SEC↗
Mehta MukeshEVP, Chief Information Offic S Sale2021-06-252021-06-252,534$27.04 $68.5K302,643SEC↗
Mehta MukeshEVP, Chief Information Offic S Sale2021-06-172021-06-171,617$27.05 $43.7K305,177SEC↗
Mehta MukeshEVP, Chief Information Offic S Sale2021-06-162021-06-16100$27.00 $2.7K306,794SEC↗
Hahn JohnSVP, Finance & Reporting (PA S Sale2021-06-112022-02-09301$25.68 $7.7K13,053SEC↗
Wolfsen Natalie GraceChief Executive Officer A Award deriv2021-06-092021-07-01207,872— $0207,872SEC↗
Kim MichaelPres. & Chief Client Officer A Award deriv2021-06-092021-07-01166,298— $0166,298SEC↗
Zyla Gary G.EVP, Chief Financial Officer A Award deriv2021-06-092021-07-0173,171— $073,171SEC↗
Mehta MukeshEVP, Chief Information Offic A Award deriv2021-06-092021-07-0173,171— $073,171SEC↗
Hansen Carrie E.EVP, Chief Operating Officer A Award deriv2021-06-092021-07-0173,171— $073,171SEC↗
Angus Ted F.EVP, General Counsel A Award deriv2021-06-092021-07-0173,171— $073,171SEC↗
Minta-Jacobs EsiEVP, HR & Project Management A Award deriv2021-06-092021-07-0123,282— $023,282SEC↗
Wolfsen Natalie GraceChief Executive Officer A Award2021-06-092021-07-0124,263— $0398,045SEC↗
Kim MichaelPres. & Chief Client Officer A Award2021-06-092021-07-0119,410— $0358,573SEC↗
Zyla Gary G.EVP, Chief Financial Officer A Award2021-06-092021-07-0117,081— $082,578SEC↗
VELLI JOSEPH MDirector A Award2021-06-092021-07-015,047— $09,923SEC↗
Mehta MukeshEVP, Chief Information Offic A Award2021-06-092021-07-0117,081— $0319,724SEC↗
Hansen Carrie E.EVP, Chief Operating Officer A Award2021-06-092021-07-0117,081— $0106,997SEC↗
Angus Ted F.EVP, General Counsel A Award2021-06-092021-07-0117,081— $086,651SEC↗
Minta-Jacobs EsiEVP, HR & Project Management A Award2021-06-092021-07-015,435— $055,919SEC↗
Guinn Patricia LynnDirector A Award2021-06-092021-07-015,047— $015,832SEC↗
Bhagat RohitDirector A Award2021-06-092021-07-015,047— $057,528SEC↗
Zyla Gary G.EVP, Chief Financial Officer S Sale2021-06-092021-09-03859$25.68 $22.1K81,719SEC↗
Wolfsen Natalie GraceEVP, Chief Solutions Officer S Sale2021-06-092021-09-03945$25.68 $24.3K397,100SEC↗
Minta-Jacobs EsiEVP, HR & Project Management S Sale2021-06-092021-09-03301$25.68 $7.7K55,618SEC↗
Mehta MukeshEVP, Chief Information Offic S Sale2021-06-092021-09-03859$25.68 $22.1K318,865SEC↗
Kim MichaelEVP, Chief Client Officer S Sale2021-06-092021-09-03945$25.68 $24.3K357,628SEC↗
Hansen Carrie E.EVP, Chief Operating Officer S Sale2021-06-092021-09-03859$25.68 $22.1K106,138SEC↗
Chafkin Jeremiah HEVP, Chief Investment Office S Sale2021-06-092021-09-03430$25.68 $11.0K406,459SEC↗
Angus Ted F.EVP, General Counsel S Sale2021-06-092021-09-03859$25.68 $22.1K85,792SEC↗
Hahn JohnSVP, Finance & Reporting (PA A Award deriv2021-06-082022-02-099,701— $09,701SEC↗
Hahn JohnSVP, Finance & Reporting (PA A Award2021-06-082022-02-093,397— $013,354SEC↗
Zyla Gary G.EVP, Chief Financial Officer S Sale2021-05-182021-05-1964,000$24.73 $1.58M66,497SEC↗
Zyla Gary G.EVP, Chief Financial Officer S Sale2021-05-182021-05-191,000$25.39 $25.4K65,497SEC↗
Angus Ted F.EVP, General Counsel S Sale2021-05-102021-05-119,780$23.09 $225.8K69,570SEC↗
Wolfsen Natalie GraceChief Executive Officer A Award2021-04-262021-04-2845,135— $0373,782SEC↗
Kim MichaelPresident A Award2021-04-262021-04-2845,135— $0339,163SEC↗
Angus Ted F.EVP, General Counsel S Sale2021-04-092021-04-0910,069$21.93 $220.8K79,350SEC↗
Hahn JohnSVP, Finance & Reporting (PA S Sale2021-03-102022-02-092,590$24.55 $63.6K9,957SEC↗
Angus Ted F.EVP, General Counsel S Sale2021-03-102021-03-109,923$24.16 $239.7K89,419SEC↗
Hahn JohnSVP, Finance & Reporting (PA S Sale2021-03-092022-02-0916,635$24.50 $407.6K12,547SEC↗
Hahn JohnSVP, Finance & Reporting (PA S Sale2021-03-082022-02-09800$24.53 $19.6K29,182SEC↗
Angus Ted F.EVP, General Counsel S Sale2021-03-012021-03-0120,291$25.02 $507.7K99,342SEC↗
Hansen Carrie E.EVP, Chief Operating Officer S Sale2021-02-112021-02-113,662$26.29 $96.3K89,916SEC↗
Angus Ted F.EVP, General Counsel S Sale2021-02-102021-02-1016,687$26.38 $440.2K119,633SEC↗
Hansen Carrie E.EVP, Chief Operating Officer S Sale2021-02-102021-02-1032,160$26.39 $848.7K93,578SEC↗
Hansen Carrie E.EVP, Chief Operating Officer S Sale2021-02-092021-02-093,557$26.05 $92.7K125,738SEC↗
Hansen Carrie E.EVP, Chief Operating Officer S Sale2021-02-092021-02-0919,516$25.71 $501.8K129,295SEC↗
Hansen Carrie E.EVP, Chief Operating Officer S Sale2021-02-082021-02-0836,338$25.33 $920.4K148,811SEC↗
Hahn JohnSVP, Finance & Reporting (PA S Sale2021-02-052022-02-096,675$25.01 $166.9K29,982SEC↗
Zyla Gary G.EVP, Chief Financial Officer S Sale2021-02-052021-02-0535,034$25.02 $876.6K130,497SEC↗
Hansen Carrie E.EVP, Chief Operating Officer S Sale2021-02-052021-02-0529,816$24.94 $743.6K185,149SEC↗
Hansen Carrie E.EVP, Chief Operating Officer S Sale2021-02-042021-02-0416,561$24.24 $401.4K214,965SEC↗
Wolfsen Natalie GraceEVP, Chief Solutions Officer S Sale2021-02-042021-02-0456$24.13 $1.4K328,647SEC↗
Wolfsen Natalie GraceEVP, Chief Solutions Officer S Sale2021-02-042021-02-048,053$23.76 $191.3K328,703SEC↗
Wolfsen Natalie GraceEVP, Chief Solutions Officer S Sale2021-02-032021-02-0322,846$23.03 $526.1K336,756SEC↗
Wolfsen Natalie GraceEVP, Chief Solutions Officer S Sale2021-02-022021-02-0218,452$23.36 $431.0K359,602SEC↗
Wolfsen Natalie GraceEVP, Chief Solutions Officer S Sale2021-02-012021-02-014,146$23.01 $95.4K378,054SEC↗
Zyla Gary G.EVP, Chief Financial Officer S Sale2021-01-252021-01-25101$25.03 $2.5K165,531SEC↗
EVP, Chief Financial Officer S Sale2021-01-212021-01-211,909$25.00 $47.7K165,632SEC↗
Kim MichaelEVP, Chief Client Officer S Sale2021-01-212021-01-21637$25.01 $15.9K294,028SEC↗
Kim MichaelEVP, Chief Client Officer S Sale2021-01-202021-01-203,479$25.01 $87.0K294,665SEC↗
Zyla Gary G.EVP, Chief Financial Officer S Sale2021-01-202021-01-202,756$25.01 $68.9K167,541SEC↗
Zyla Gary G.EVP, Chief Financial Officer S Sale2021-01-192021-01-19200$25.17 $5.0K170,297SEC↗
Angus Ted F.EVP, General Counsel S Sale2021-01-052021-01-0517,888$23.51 $420.5K136,320SEC↗
Angus Ted F.EVP, General Counsel S Sale2021-01-042021-01-041$24.54 $25154,208SEC↗
Angus Ted F.EVP, General Counsel S Sale2021-01-042021-01-0413,846$23.71 $328.3K154,209SEC↗
Kim MichaelEVP, Chief Client Officer S Sale2020-12-152020-12-155,895$24.16 $142.4K298,144SEC↗
EVP, Chief Client Officer S Sale2020-12-142020-12-142,042$24.43 $49.9K304,039SEC↗
EVP, Chief Client Officer S Sale2020-12-142020-12-1418,652$23.87 $445.2K306,081SEC↗
Kim MichaelEVP, Chief Client Officer S Sale2020-12-112020-12-1113,311$24.13 $321.2K324,833SEC↗
Kim MichaelEVP, Chief Client Officer S Sale2020-12-112020-12-11100$24.74 $2.5K324,733SEC↗
Zyla Gary G.EVP, Chief Financial Officer S Sale2020-12-082020-12-0816,611$25.17 $418.1K170,497SEC↗
Chafkin Jeremiah HEVP, Chief Investment Office S Sale2020-12-082020-12-082,292$25.04 $57.4K406,889SEC↗
Chafkin Jeremiah HEVP, Chief Investment Office S Sale2020-12-072020-12-0710,931$24.43 $267.0K409,181SEC↗
Zyla Gary G.EVP, Chief Financial Officer S Sale2020-12-042020-12-041,389$25.01 $34.7K187,108SEC↗
Chafkin Jeremiah HEVP, Chief Investment Office S Sale2020-12-032020-12-039,893$23.53 $232.8K420,112SEC↗
Chafkin Jeremiah HEVP, Chief Investment Office S Sale2020-12-022020-12-026,007$23.85 $143.3K430,005SEC↗
Chafkin Jeremiah HEVP, Chief Investment Office S Sale2020-12-012020-12-028,137$24.12 $196.3K436,012SEC↗
Chafkin Jeremiah HEVP, Chief Investment Office S Sale2020-11-302020-12-0215,119$23.88 $361.0K444,149SEC↗
Hansen Carrie E.EVP, Chief Operating Officer S Sale2020-11-242020-11-271,032$24.44 $25.2K231,526SEC↗
Hansen Carrie E.EVP, Chief Operating Officer S Sale2020-11-232020-11-2718,831$24.09 $453.6K232,558SEC↗
Hansen Carrie E.EVP, Chief Operating Officer S Sale2020-11-202020-11-2019,244$24.10 $463.8K251,389SEC↗
Chafkin Jeremiah HEVP, Chief Investment Office S Sale2020-11-182020-11-1810,523$24.48 $257.6K461,968SEC↗
Chafkin Jeremiah HEVP, Chief Investment Office S Sale2020-11-182020-11-182,700$25.07 $67.7K459,268SEC↗
Hansen Carrie E.EVP, Chief Operating Officer S Sale2020-11-182020-11-203,100$25.06 $77.7K270,633SEC↗
Hansen Carrie E.EVP, Chief Operating Officer S Sale2020-11-182020-11-2013,329$24.36 $324.7K273,733SEC↗
Wolfsen Natalie GraceEVP, Chief Solutions Officer S Sale2020-11-182020-11-2014,280$24.59 $351.1K382,200SEC↗
Chafkin Jeremiah HEVP, Chief Investment Office S Sale2020-11-162020-11-1813,223$24.78 $327.7K472,491SEC↗
Mehta MukeshEVP, Chief Information Offic S Sale2020-11-092021-01-225,034$25.18 $126.8K306,894SEC↗
Mehta MukeshEVP, Chief Information Offic S Sale2020-11-092021-01-2217,503$25.18 $440.7K311,928SEC↗