Carrie E. Hansen Transfers Shares of AssetMark Financial Holdings Inc (AMK) — SEC Form 4, Aug 30, 2024
SEC Form 4 · No Market Transaction
Gift
Transfer of shares as a gift.
Equity Position
134K sh
134,439 → 134,439
Filing Lag
2 business days
within 2-day SEC deadline
Form 4 · Statement of Changes in Beneficial Ownership
Reporting Owner
| Name | Relationship |
|---|---|
| Carrie E. Hansen CIK 0001782584 |
COO
|
Carrie E. Hansen at AssetMark Financial Holdings Inc
Full insider history
Bought (12 mo)
—
Sold (12 mo)
—
More from this insider at AssetMark Financial Holdings Inc
| 2024-09-06 | - | — | View |
| 2024-08-21 | Gift/Other | — | View |
| 2024-06-11 | Sell | -$365,025 | View |
| 2023-12-07 | Sell | -$301,070 | View |
| 2023-06-12 | Sell | -$124,989 | View |
Non-Derivative Securities Transactions
Footnotes (3)
- F1
- Shares transferred from the Reporting Person to the Hansen Family Charitable Remainder Trust, dated August 20, 2024. Show more
- F2
- Represents shares acquired by the Hansen Family Charitable Remainder Trust, dated August 20, 2024. Show more
- F3
- Shares are held by the Hansen Family Charitable Remainder Trust, dated August 20, 2024, of which both the Reporting Person and her spouse are trustees. Show more
Remarks
The Reporting Person did not sell any of the shares reported on this Form 4.
Show moreRelated filings at AssetMark Financial Holdings Inc
Institutional Holders
13F holders · Sep 30, 2024
1
institutional managers reporting a position
Largest by reported value
- Ronald Blue Trust, Inc. $4.7K
Other insiders at AssetMark Financial Holdings Inc
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