0001591587-24-000059.txt : 20240903
0001591587-24-000059.hdr.sgml : 20240903
20240903172941
ACCESSION NUMBER: 0001591587-24-000059
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20240827
FILED AS OF DATE: 20240903
DATE AS OF CHANGE: 20240903
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Kim Michael
CENTRAL INDEX KEY: 0001782762
ORGANIZATION NAME:
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-38980
FILM NUMBER: 241275178
MAIL ADDRESS:
STREET 1: C/O ASSETMARK FINANCIAL HOLDINGS, INC.
STREET 2: 1655 GRANT STREET, 10TH FLOOR
CITY: CONCORD
STATE: CA
ZIP: 94520
ISSUER:
COMPANY DATA:
COMPANY CONFORMED NAME: AssetMark Financial Holdings, Inc.
CENTRAL INDEX KEY: 0001591587
STANDARD INDUSTRIAL CLASSIFICATION: INVESTMENT ADVICE [6282]
ORGANIZATION NAME: 02 Finance
IRS NUMBER: 300774039
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
BUSINESS ADDRESS:
STREET 1: 1655 GRANT STREET, 10TH FLOOR
CITY: CONCORD
STATE: CA
ZIP: 94520
BUSINESS PHONE: 800-664-5345
MAIL ADDRESS:
STREET 1: 1655 GRANT STREET, 10TH FLOOR
CITY: CONCORD
STATE: CA
ZIP: 94520
FORMER COMPANY:
FORMER CONFORMED NAME: AqGen Liberty Management II, Inc.
DATE OF NAME CHANGE: 20131108
4
1
wk-form4_1725398974.xml
FORM 4
X0508
4
2024-08-27
0
0001591587
AssetMark Financial Holdings, Inc.
AMK
0001782762
Kim Michael
C/O ASSETMARK FINANCIAL HOLDINGS, INC.
1655 GRANT STREET, 10TH FLOOR
CONCORD
CA
94520
1
1
0
0
CEO and President
0
Common Stock
2024-08-27
4
G
0
38313
0
D
3077
I
Kim Family Trust
Common Stock
2024-08-27
4
G
0
38313
0
A
390525
D
Common Stock
2024-08-29
4
G
0
3077
0
D
0
I
Kim Family Trust
Common Stock
2024-08-29
4
G
0
3077
0
A
3077
I
By the Kim Family Charitable Remainder Trust, dated August 24, 2024.
Common Stock
2024-08-30
4
G
0
34731
0
D
355794
D
Common Stock
2024-08-30
4
G
0
34731
0
A
37808
I
By the Kim Family Charitable Remainder Trust, dated August 24, 2024.
Shares transferred from the Kim Family Trust, dated July 30, 2016, to the Reporting Person.
Shares held by The Kim Family Trust, dated July 30, 2016.
Represents shares acquired by the Reporting Person.
Shares transferred from the Kim Family Trust, dated July 30, 2016, to the Kim Family Charitable Remainder Trust, dated August 24, 2024.
Represents shares acquired by the Kim Family Charitable Remainder Trust, dated August 24, 2024.
Shares held by the Kim Family Charitable Remainder Trust, dated August 24, 2024, of which the Reporting Person and the Reporting Person's spouse are co-trustees.
Shares transferred from the Reporting Person to the Kim Family Charitable Remainder Trust, dated August 24, 2024
The Reporting Person did not sell any of the shares reported on this Form 4.
/s/ Celeste Angelich, as Attorney-in-Fact, for Michael Kim
2024-09-03