Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| FinTech Evolution Acquisition Group | 6,852,540 | reported | 10 Mar 2021 | tx 1−47,460 |
| BlackRock Inc. | 36,910 | reported | 27 Jan 2011 | tx 2+20,707 |
| AssetMark Financial Holdings, Inc. | 0 | reported | 05 Sept 2024 | tx 10+74,435−68,221 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 05 Sept 2024 | OTHER | AssetMark Financial Holdings, Inc. | 59,049 | 35.25 USD | |
| 29 Aug 2024 | GIFT | AssetMark Financial Holdings, Inc. | 1,024 | 0.00 USD | |
| 30 Aug 2024 | GIFT | AssetMark Financial Holdings, Inc. | 1,024 | 0.00 USD | |
| 30 Aug 2024 | GIFT | AssetMark Financial Holdings, Inc. | 7,124 | 0.00 USD | |
| 08 Jun 2023 | GRANT_AWARD | AssetMark Financial Holdings, Inc. | 4,478 | 0.00 USD | |
| 08 Jun 2022 | GRANT_AWARD | AssetMark Financial Holdings, Inc. | 6,214 | 0.00 USD | |
| 09 Jun 2021 | GRANT_AWARD | AssetMark Financial Holdings, Inc. | 5,047 | 0.00 USD | |
| 10 Mar 2021 | OTHER | FinTech Evolution Acquisition Group | 47,460 | 0.00 USD | deriv |
| 09 Jun 2020 | GRANT_AWARD | AssetMark Financial Holdings, Inc. | 4,876 | 0.00 USD | |
| 17 Jul 2019 | OTHER | AssetMark Financial Holdings, Inc. | 47,605 | 0.00 USD | |
| 27 Jan 2011 | GRANT_AWARD | BlackRock Inc. | 11,227 | 0.00 USD | |
| 27 Jan 2011 | GRANT_AWARD | BlackRock Inc. | 9,480 | 0.00 USD |