Companies AssetMark Financial Holdings
AssetMark Financial (AMK): executive pay, fiscal 2023
Free brief. Every figure links to the company’s own filing.
AssetMark Financial Holdings no longer files a proxy statement; its last pay data is FY2023.
CEO pay, last three years
- $3,429,110FY2022
- $5,374,907FY2023
CEO total pay was $5,374,907 in fiscal 2023, up from $3,429,110 in fiscal 2022.
FY2023: salary $513,942 · bonus $43,312 · stock awards $1,547,572 · option awards $2,324,921
Executives and directors
Carrie Hansen · COOGary Zyla · CFOMichael Kim · CEONatalie Wolfsen · Chief Executive OfficerBryan Lin · Independent DirectorJoseph Velli · Independent DirectorLei Wang · DirectorPatricia Guinn · Independent DirectorRohit Bhagat · Independent DirectorXiaoning Jiao · Chair of the BoardYi Zhou · DirectorYing Sun · Independent Director
Frequently asked questions
Who was the highest-paid executive at AssetMark Financial Holdings in fiscal 2023?
As disclosed, Michael Kim (Chief Executive Officer and President and Former Chief Client Officer) was the highest-paid executive at AssetMark Financial Holdings in fiscal 2023, with total compensation of $5,374,907.
How much does AssetMark Financial Holdings spend in total on board compensation for fiscal 2023?
As disclosed, AssetMark Financial Holdings reported total board compensation of $697,049 for fiscal 2023.
Answers are drawn only from the figures disclosed in this brief and cited to their location in the source filing. Where a figure required for an answer is not disclosed, that is stated rather than estimated.
Full detail
Every table from the filing. Open any section.
Summary compensation table
| Named executive officer | Salary | Bonus | Stock awards | Option awards | Non-equity incentive | Pension / NQDC | All other | Total |
|---|---|---|---|---|---|---|---|---|
| Michael Kim | $513,942 | $43,312 | $1,547,572 | $2,324,921 | $925,000 | $0 | $20,160 | $5,374,907 |
| Chief Executive Officer and President and Former Chief Client Officer | ||||||||
| Natalie Wolfsen | 465,300 | 57,750 | 808,919 | 3,432,022 | 0 | 0 | 22,087 | 4,786,078 |
| Former Chief Executive Officer | ||||||||
| Gary Zyla | 450,000 | 22,687 | 459,257 | 974,246 | 575,000 | 0 | 22,160 | 2,503,350 |
| Chief Financial Officer | ||||||||
| Carrie Hansen | 450,000 | 22,687 | 1,148,128 | 0 | 540,000 | 0 | 22,160 | 2,182,975 |
| Chief Operating Officer | ||||||||
A dash means the company reported no figure in that column; 0 means it reported zero. Figures are as printed in the filing, without adjustment.
Three-year trend — total compensation per named executive
| Named executive officer | FY2023 total | FY2022 total | FY2021 total | Δ FY2022→2023 |
|---|---|---|---|---|
| Michael Kim | $5,374,907 | $3,429,110 | — | ↑ +1,945,797 |
| Natalie Wolfsen | 4,786,078 | 4,461,086 | — | ↑ +324,992 |
| Gary Zyla | 2,503,350 | 2,083,644 | — | ↑ +419,706 |
| Carrie Hansen | 2,182,975 | — | — | — |
Prior-year totals as disclosed in the corresponding proxy; deltas are computed values with the derivation shown in the register.
Incentive-plan design — the Compensation Discussion & Analysis
The company maintains a Variable Incentive Compensation Program (VICP) that rewards executive officers for performance against business goals and individual goals, with the overall incentive pool determined by financial performance metrics including growth and earnings. The Long-Term Incentive Program (LTIP) consists of equity grants (RSUs and SARs) and, in prior years, cash components, designed to align executive interests with long-term shareholder value.
| CEO STI target (% of salary) | — |
|---|---|
| CEO LTI target (% of salary) | — |
| Independent consultant | Mercer LLC |
| Clawback policy | true |
| Anti-hedging | true |
| Anti-pledging | true |
Equity grants and outstanding awards
Grants of plan-based awards — fiscal year 2023
| Executive | Award | Grant date | Threshold | Target | Granted | Maximum | Grant-date fair value |
|---|---|---|---|---|---|---|---|
| Natalie Wolfsen | OTHER | — | — | — | — | — | $808,919 |
| Carrie Hansen | OTHER | — | — | — | — | — | 1,148,128 |
| Michael Kim | OTHER | — | — | — | — | — | 1,547,572 |
| Gary Zyla | OTHER | — | — | — | — | — | 459,257 |
Vehicle mix — grant-date fair value by award type
Grant-level vehicle detail not disclosed.
% performance-vested = PSU grant-date fair value ÷ (RSU + PSU + Options), a computed value with the derivation shown in the register.
Outstanding equity awards at fiscal year-end 2023
| Executive | Award | Shares unvested | Exercise price | Market value unvested |
|---|---|---|---|---|
| Gary Zyla | RSU | 2,345 | — | $70,233 |
| Carrie Hansen | RSU | 2,345 | — | 70,233 |
| Michael Kim | RSU | 2,581 | — | 77,301 |
| Gary Zyla | RSU | 8,541 | — | 255,803 |
| Carrie Hansen | RSU | 8,541 | — | 255,803 |
| Michael Kim | RSU | 9,706 | — | 290,695 |
| Gary Zyla | RSU | 14,474 | — | 433,496 |
| Carrie Hansen | RSU | 14,474 | — | 433,496 |
| Gary Zyla | RSU | 15,157 | — | 453,952 |
| Gary Zyla | Option | 15,905 | 30.3 | — |
| Michael Kim | RSU | 17,270 | — | 517,237 |
| Michael Kim | RSU | 18,085 | — | 541,646 |
| Gary Zyla | Option | 20,095 | 28.48 | — |
| Carrie Hansen | Option | 20,095 | 28.48 | — |
| Michael Kim | Option | 22,106 | 28.48 | — |
| Michael Kim | RSU | 22,567 | — | 675,882 |
| Gary Zyla | Option | 36,587 | 25.61 | — |
| Carrie Hansen | Option | 36,587 | 25.61 | — |
| Carrie Hansen | RSU | 37,892 | — | 1,134,865 |
| Michael Kim | Option | 37,955 | 30.3 | — |
| Michael Kim | RSU | 42,302 | — | 1,266,945 |
| Gary Zyla | Option | 49,052 | 30.3 | — |
| Gary Zyla | Option | 62,028 | 20.72 | — |
| Carrie Hansen | Option | 62,028 | 20.72 | — |
| Michael Kim | Option | 83,150 | 25.61 | — |
| Natalie Wolfsen | RSU | 109,889 | — | 3,291,176 |
| Michael Kim | Option | 117,057 | 30.3 | — |
| Michael Kim | Option | 148,020 | 20.72 | — |
| Natalie Wolfsen | RSU | 894,411 | — | 26,787,615 |
| Natalie Wolfsen | RSU | 1,030,037 | — | 30,849,614 |
Director compensation
| Director | Cash fees | Stock awards | Option awards | Non-equity incentive | All other | Total |
|---|---|---|---|---|---|---|
| Patricia GuinnIndependent · Audit and Risk Committee (Chair) · Compensation Committee | $102,500 | $135,683 | — | — | — | $238,183 |
| Rohit BhagatIndependent · Audit and Risk Committee · Nom., Gov. and Compliance Committee (Chair) | 100,000 | 135,683 | — | — | — | 235,683 |
| Joseph VelliIndependent · Audit and Risk Committee | 87,500 | 135,683 | — | — | — | 223,183 |
| Xiaoning JiaoNot independent | 0 | 0 | — | — | — | 0 |
| Yi ZhouNot independent | 0 | 0 | — | — | — | 0 |
| Ying SunIndependent · Compensation Committee (Chair) · Nom., Gov. and Compliance Committee | 0 | 0 | — | — | — | 0 |
| Lei WangNot independent | 0 | 0 | — | — | — | 0 |
| Bryan LinIndependent · Compensation Committee · Nom., Gov. and Compliance Committee | 0 | 0 | — | — | — | 0 |
Board fee structure and ownership guideline
| Annual cash retainer | $70,000 |
|---|---|
| Annual equity retainer | $130,000 |
| Per board meeting fee | — |
| Committee chair fees (audit / comp / nom-gov) | 25,000 / 20,000 / 12,500 |
| Stock ownership guideline | — |
Total cost of the board
| Component | FY2023 |
|---|---|
| Cash retainers and fees | $290,000 |
| Equity awards (grant-date value) | $407,049 |
| All other compensation | $0 |
| Total cost of the board | $697,049 |
Computed as the sum of the director compensation table rows above; inputs and formula shown in the register.
Peer group, and who names AssetMark Financial as a peer
Companies that benchmark against AMK
1 company names AMK as a compensation peer
- Morningstar, Inc.MORNFY2025
Each company listed discloses AMK in its own benchmarking peer group, as disclosed in each company's most recent proxy statement within the last two proxy seasons. Two companies are therefore absent by design: one that named AMK in an earlier year and no longer does, and one whose own most recent disclosure is older than the last two seasons.
Chief executive pay against the peer group
Most recent fiscal-year chief executive compensation at each disclosed peer, taken from that company’s own proxy statement.
| Rank | Company | FY | Chief executive | Salary | Stock awards | Option awards | Non-equity incentive | Total |
|---|---|---|---|---|---|---|---|---|
| 1 | AssetMark Financial Holdings | 2023 | Michael Kim | $513,942 | $1,547,572 | $2,324,921 | $925,000 | $5,374,907 |
Each peer’s compensation is from its most recently filed proxy; fiscal years differ by company. Each peer’s figures come from its own filings; the subject company is highlighted. Peers whose chief executive compensation is outside our coverage universe are stated as such, never left blank.
Say-on-pay history and pay ratio
No say-on-pay vote is on file for this company.
Insider trades since the proxy
Every insider equity transaction reported on Form 4 after the 2023 proxy statement — acquisitions, dispositions, exercises, and withholdings — and therefore not reflected in any table in that document.
| Insider | Role | Transaction date | Code | Shares | Price | Value | Security | Source |
|---|---|---|---|---|---|---|---|---|
| Michael Kim | Director | 2024-06-10 | D | 1,371 | $34 | $47,066 | Common | Form 4 ↗ |
| Michael Kim | Director | 2024-06-10 | D | 8,074 | 34 | 277,826 | Common | Form 4 ↗ |
| Carrie Hansen | EVP, Chief Operating Officer | 2024-06-10 | D | 1,246 | 34 | 42,775 | Common | Form 4 ↗ |
| Ted F. Angus | EVP, General Counsel | 2024-06-10 | D | 1,246 | 34 | 42,775 | Common | Form 4 ↗ |
| Ted F. Angus | EVP, General Counsel | 2024-06-10 | D | 8,388 | 34 | 288,631 | Common | Form 4 ↗ |
| Carrie Hansen | EVP, Chief Operating Officer | 2024-06-10 | D | 9,365 | 34 | 322,250 | Common | Form 4 ↗ |
| Joel David McNatt JR | EVP, Investment Solutions | 2024-06-10 | D | 437 | 34 | 15,002 | Common | Form 4 ↗ |
| Joel David McNatt JR | EVP, Investment Solutions | 2024-06-10 | D | 4,830 | 34 | 166,200 | Common | Form 4 ↗ |
| Mukesh Mehta | EVP, Chief Information Officer | 2024-06-10 | D | 1,246 | 34 | 42,775 | Common | Form 4 ↗ |
| Mukesh Mehta | EVP, Chief Information Officer | 2024-06-10 | D | 7,634 | 34 | 262,686 | Common | Form 4 ↗ |
| Esi Minta-Jacobs | HR & Digital Product Solutions | 2024-06-10 | D | 308 | 34 | 10,574 | Common | Form 4 ↗ |
| Esi Minta-Jacobs | HR & Digital Product Solutions | 2024-06-10 | D | 2,221 | 34 | 76,425 | Common | Form 4 ↗ |
| Gary Zyla | EVP, Chief Financial Officer | 2024-06-10 | D | 1,246 | 34 | 42,775 | Common | Form 4 ↗ |
| Gary Zyla | EVP, Chief Financial Officer | 2024-06-10 | D | 6,540 | 34 | 225,041 | Common | Form 4 ↗ |
| Ted F. Angus | EVP, General Counsel | 2024-07-23 | D | 1,884 | 0 | 0 | Common | Form 4 ↗ |
| Ted F. Angus | EVP, General Counsel | 2024-07-23 | D | 2,105 | 0 | 0 | Common | Form 4 ↗ |
| Ted F. Angus | EVP, General Counsel | 2024-07-23 | D | 1,159 | 0 | 0 | Common | Form 4 ↗ |
| Ted F. Angus | EVP, General Counsel | 2024-07-23 | D | 812 | 0 | 0 | Common | Form 4 ↗ |
| Ted F. Angus | EVP, General Counsel | 2024-07-23 | A | 1,159 | 0 | 0 | Common, indirect | Form 4 ↗ |
| Michael Kim | Director | 2024-07-25 | D | 3,120 | 0 | 0 | Common | Form 4 ↗ |
| Joel David McNatt JR | EVP, Investment Solutions | 2024-07-26 | A | 6,864 | 0 | 0 | Common | Form 4 ↗ |
| Joel David McNatt JR | EVP, Investment Solutions | 2024-07-26 | D | 6,864 | 0 | 0 | Common | Form 4 ↗ |
| Joel David McNatt JR | EVP, Investment Solutions | 2024-07-26 | D | 973 | 0 | 0 | Common | Form 4 ↗ |
| Joel David McNatt JR | EVP, Investment Solutions | 2024-07-26 | A | 2,080 | 0 | 0 | Common, indirect | Form 4 ↗ |
| Joel David McNatt JR | EVP, Investment Solutions | 2024-07-26 | D | 2,080 | 0 | 0 | Common, indirect | Form 4 ↗ |
| Joel David McNatt JR | EVP, Investment Solutions | 2024-07-26 | D | 1,450 | 0 | 0 | Common | Form 4 ↗ |
| Gary Zyla | EVP, Chief Financial Officer | 2024-07-30 | D | 2,900 | 0 | 0 | Common | Form 4 ↗ |
| Joel David McNatt JR | EVP, Investment Solutions | 2024-08-07 | D | 13,974 | 0 | 0 | Common | Form 4 ↗ |
| Mukesh Mehta | EVP, Chief Information Officer | 2024-08-13 | A | 262,451 | 0 | 0 | Common | Form 4 ↗ |
| Mukesh Mehta | EVP, Chief Information Officer | 2024-08-13 | D | 262,451 | 0 | 0 | Common | Form 4 ↗ |
| Carrie Hansen | EVP, Chief Operating Officer | 2024-08-20 | D | 143 | 0 | 0 | Common | Form 4 ↗ |
| Michael Kim | Director | 2024-08-27 | A | 38,313 | 0 | 0 | Common | Form 4 ↗ |
| Michael Kim | Director | 2024-08-27 | D | 38,313 | 0 | 0 | Common | Form 4 ↗ |
| Carrie Hansen | EVP, Chief Operating Officer | 2024-08-28 | A | 42,906 | 0 | 0 | Common | Form 4 ↗ |
| Carrie Hansen | EVP, Chief Operating Officer | 2024-08-28 | D | 42,906 | 0 | 0 | Common | Form 4 ↗ |
| Rohit Bhagat | Director | 2024-08-29 | D | 1,024 | 0 | 0 | Common | Form 4 ↗ |
| Michael Kim | Director | 2024-08-29 | A | 3,077 | 0 | 0 | Common | Form 4 ↗ |
| Michael Kim | Director | 2024-08-29 | D | 3,077 | 0 | 0 | Common | Form 4 ↗ |
| Rohit Bhagat | Director | 2024-08-30 | D | 7,124 | 0 | 0 | Common | Form 4 ↗ |
| Rohit Bhagat | Director | 2024-08-30 | D | 1,024 | 0 | 0 | Common | Form 4 ↗ |
| Michael Kim | Director | 2024-08-30 | D | 34,731 | 0 | 0 | Common | Form 4 ↗ |
| Michael Kim | Director | 2024-08-30 | A | 34,731 | 0 | 0 | Common | Form 4 ↗ |
| Mukesh Mehta | EVP, Chief Information Officer | 2024-09-03 | A | 182,165 | 0 | 0 | Common | Form 4 ↗ |
| Mukesh Mehta | EVP, Chief Information Officer | 2024-09-03 | D | 182,165 | 0 | 0 | Common | Form 4 ↗ |
| Michael Kim | Director | 2024-09-05 | D | 88,415 | — | — | Derivative, Class A Common | Form 4 ↗ |
| Michael Kim | Director | 2024-09-05 | D | 197,359 | — | — | Derivative, Class A Common | Form 4 ↗ |
| Michael Kim | Director | 2024-09-05 | D | 117,057 | — | — | Derivative, Class A Common | Form 4 ↗ |
| Michael Kim | Director | 2024-09-05 | D | 166,298 | — | — | Derivative, Class A Common | Form 4 ↗ |
| Michael Kim | Director | 2024-09-05 | D | 37,955 | — | — | Derivative, Class A Common | Form 4 ↗ |
| Michael Kim | Director | 2024-09-05 | D | 62,095 | — | — | Derivative, Class A Common | Form 4 ↗ |
| Michael Kim | Director | 2024-09-05 | D | 37,808 | 35 | 1,332,732 | Common | Form 4 ↗ |
| Michael Kim | Director | 2024-09-05 | D | 355,794 | 35 | 12,541,739 | Common | Form 4 ↗ |
| Gary Zyla | EVP, Chief Financial Officer | 2024-09-05 | D | 62,095 | — | — | Derivative, Class A Common | Form 4 ↗ |
| Gary Zyla | EVP, Chief Financial Officer | 2024-09-05 | D | 49,052 | — | — | Derivative, Class A Common | Form 4 ↗ |
| Gary Zyla | EVP, Chief Financial Officer | 2024-09-05 | D | 73,171 | — | — | Derivative, Class A Common | Form 4 ↗ |
| Gary Zyla | EVP, Chief Financial Officer | 2024-09-05 | D | 82,703 | — | — | Derivative, Class A Common | Form 4 ↗ |
| Gary Zyla | EVP, Chief Financial Officer | 2024-09-05 | D | 80,377 | — | — | Derivative, Class A Common | Form 4 ↗ |
| Gary Zyla | EVP, Chief Financial Officer | 2024-09-05 | D | 15,905 | — | — | Derivative, Class A Common | Form 4 ↗ |
| Rohit Bhagat | Director | 2024-09-05 | D | 59,049 | 35 | 2,081,477 | Common | Form 4 ↗ |
| Joseph Velli | Director | 2024-09-05 | D | 20,616 | 35 | 726,714 | Common | Form 4 ↗ |
| Carrie Hansen | EVP, Chief Operating Officer | 2024-09-05 | D | 82,703 | — | — | Derivative, Class A Common | Form 4 ↗ |
| Carrie Hansen | EVP, Chief Operating Officer | 2024-09-05 | D | 80,377 | — | — | Derivative, Class A Common | Form 4 ↗ |
| Carrie Hansen | EVP, Chief Operating Officer | 2024-09-05 | D | 62,095 | — | — | Derivative, Class A Common | Form 4 ↗ |
| Carrie Hansen | EVP, Chief Operating Officer | 2024-09-05 | D | 42,906 | 35 | 1,512,437 | Common | Form 4 ↗ |
| Carrie Hansen | EVP, Chief Operating Officer | 2024-09-05 | D | 91,533 | 35 | 3,226,538 | Common | Form 4 ↗ |
| Patricia Guinn | Director | 2024-09-05 | D | 26,525 | 35 | 935,006 | Common | Form 4 ↗ |
| Gary Zyla | EVP, Chief Financial Officer | 2024-09-05 | D | 89,895 | 35 | 3,168,799 | Common | Form 4 ↗ |
| Ted F. Angus | EVP, General Counsel | 2024-09-05 | D | 73,171 | — | — | Derivative, Class A Common | Form 4 ↗ |
| Ted F. Angus | EVP, General Counsel | 2024-09-05 | D | 82,703 | — | — | Derivative, Class A Common | Form 4 ↗ |
| Ted F. Angus | EVP, General Counsel | 2024-09-05 | D | 80,377 | — | — | Derivative, Class A Common | Form 4 ↗ |
| Ted F. Angus | EVP, General Counsel | 2024-09-05 | D | 62,095 | — | — | Derivative, Class A Common | Form 4 ↗ |
| Ted F. Angus | EVP, General Counsel | 2024-09-05 | D | 1,159 | 35 | 40,855 | Common, indirect | Form 4 ↗ |
| Ted F. Angus | EVP, General Counsel | 2024-09-05 | D | 107,851 | 35 | 3,801,748 | Common | Form 4 ↗ |
| Carrie Hansen | EVP, Chief Operating Officer | 2024-09-05 | D | 73,171 | — | — | Derivative, Class A Common | Form 4 ↗ |
| Mukesh Mehta | EVP, Chief Information Officer | 2024-09-05 | D | 82,703 | — | — | Derivative, Class A Common | Form 4 ↗ |
| Mukesh Mehta | EVP, Chief Information Officer | 2024-09-05 | D | 73,171 | — | — | Derivative, Class A Common | Form 4 ↗ |
| Mukesh Mehta | EVP, Chief Information Officer | 2024-09-05 | D | 80,377 | — | — | Derivative, Class A Common | Form 4 ↗ |
| Mukesh Mehta | EVP, Chief Information Officer | 2024-09-05 | D | 62,095 | — | — | Derivative, Class A Common | Form 4 ↗ |
| Mukesh Mehta | EVP, Chief Information Officer | 2024-09-05 | D | 80,286 | 35 | 2,830,082 | Common | Form 4 ↗ |
| Mukesh Mehta | EVP, Chief Information Officer | 2024-09-05 | D | 224,505 | 35 | 7,913,801 | Common | Form 4 ↗ |
| Joel David McNatt JR | EVP, Investment Solutions | 2024-09-05 | D | 9,377 | — | — | Derivative, Class A Common | Form 4 ↗ |
| Joel David McNatt JR | EVP, Investment Solutions | 2024-09-05 | D | 23,282 | — | — | Derivative, Class A Common | Form 4 ↗ |
| Joel David McNatt JR | EVP, Investment Solutions | 2024-09-05 | D | 45,111 | — | — | Derivative, Class A Common | Form 4 ↗ |
| Joel David McNatt JR | EVP, Investment Solutions | 2024-09-05 | D | 12,758 | — | — | Derivative, Class A Common | Form 4 ↗ |
| Joel David McNatt JR | EVP, Investment Solutions | 2024-09-05 | D | 6,864 | 35 | 241,956 | Common | Form 4 ↗ |
| Joel David McNatt JR | EVP, Investment Solutions | 2024-09-05 | D | 2,080 | 35 | 73,320 | Common, indirect | Form 4 ↗ |
| Joel David McNatt JR | EVP, Investment Solutions | 2024-09-05 | D | 28,585 | 35 | 1,007,621 | Common | Form 4 ↗ |
| Esi Minta-Jacobs | HR & Digital Product Solutions | 2024-09-05 | D | 23,282 | — | — | Derivative, Class A Common | Form 4 ↗ |
| Esi Minta-Jacobs | HR & Digital Product Solutions | 2024-09-05 | D | 26,315 | — | — | Derivative, Class A Common | Form 4 ↗ |
| Esi Minta-Jacobs | HR & Digital Product Solutions | 2024-09-05 | D | 28,132 | — | — | Derivative, Class A Common | Form 4 ↗ |
| Esi Minta-Jacobs | HR & Digital Product Solutions | 2024-09-05 | D | 12,758 | — | — | Derivative, Class A Common | Form 4 ↗ |
| Esi Minta-Jacobs | HR & Digital Product Solutions | 2024-09-05 | D | 66,766 | 35 | 2,353,502 | Common | Form 4 ↗ |
| Huatai Securities Co., Ltd. | Greater-than-10% holder | 2024-09-05 | D | 50,873,799 | 35 | 1,793,301,415 | Common | Form 4 ↗ |
Transaction codes per Form 4: A acquisition · S open-market sale · F tax withholding · M option exercise · G gift. Value = shares × price as reported. Dividend-equivalent and fractional-share accrual rows (derivative Class A, under $10,000 and under 2,000 shares) are aggregated per date; every row appears in full below.
Sources (112 citations)
Each figure is listed with the filing it comes from, where it appears in that filing, and the value as printed. Any figure can be independently confirmed against the source.
- Section 01, Michael Kim. DEF 14A, filed 2024-04-09. Section “Summary Compensation Table” · page 30. As printed: 5,374,907. View filing ↗
- Section 01, Natalie Wolfsen. DEF 14A, filed 2024-04-09. Section “Summary Compensation Table” · page 30. As printed: 4,786,078. View filing ↗
- Section 01, Gary Zyla. DEF 14A, filed 2024-04-09. Section “Summary Compensation Table” · page 30. As printed: 2,503,350. View filing ↗
- Section 01, Carrie Hansen. DEF 14A, filed 2024-04-09. Section “Summary Compensation Table” · page 30. As printed: 2,182,975. View filing ↗
- Section 03, Natalie Wolfsen OTHER. DEF 14A, filed 2024-04-09. Section “EXECUTIVE COMPENSATION” · grants of plan-based awards table. View filing ↗
- Section 03, Carrie Hansen OTHER. DEF 14A, filed 2024-04-09. Section “EXECUTIVE COMPENSATION” · grants of plan-based awards table. View filing ↗
- Section 03, Michael Kim OTHER. DEF 14A, filed 2024-04-09. Section “EXECUTIVE COMPENSATION” · grants of plan-based awards table. View filing ↗
- Section 03, Gary Zyla OTHER. DEF 14A, filed 2024-04-09. Section “EXECUTIVE COMPENSATION” · grants of plan-based awards table. View filing ↗
- Section 08, Patricia Guinn. DEF 14A, filed 2024-04-09. Section “Director Compensation”. As printed: 238,183. View filing ↗
- Section 08, Rohit Bhagat. DEF 14A, filed 2024-04-09. Section “Director Compensation”. As printed: 235,683. View filing ↗
- Section 08, Joseph Velli. DEF 14A, filed 2024-04-09. Section “Director Compensation”. As printed: 223,183. View filing ↗
- Section 08, Xiaoning Jiao. DEF 14A, filed 2024-04-09. Section “Director Compensation”. As printed: 0. View filing ↗
- Section 08, Yi Zhou. DEF 14A, filed 2024-04-09. Section “Director Compensation”. As printed: 0. View filing ↗
- Section 08, Ying Sun. DEF 14A, filed 2024-04-09. Section “Director Compensation”. As printed: 0. View filing ↗
- Section 08, Lei Wang. DEF 14A, filed 2024-04-09. Section “Director Compensation”. As printed: 0. View filing ↗
- Section 08, Bryan Lin. DEF 14A, filed 2024-04-09. Section “Director Compensation”. As printed: 0. View filing ↗
- Section 02, Michael Kim 2024-06-10. Form 4, filed 2024-06-11. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Michael Kim 2024-06-10. Form 4, filed 2024-06-11. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Carrie Hansen 2024-06-10. Form 4, filed 2024-06-11. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Ted F. Angus 2024-06-10. Form 4, filed 2024-06-11. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Ted F. Angus 2024-06-10. Form 4, filed 2024-06-11. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Carrie Hansen 2024-06-10. Form 4, filed 2024-06-11. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Joel David McNatt JR 2024-06-10. Form 4, filed 2024-06-11. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Joel David McNatt JR 2024-06-10. Form 4, filed 2024-06-11. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Mukesh Mehta 2024-06-10. Form 4, filed 2024-06-11. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Mukesh Mehta 2024-06-10. Form 4, filed 2024-06-11. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Esi Minta-Jacobs 2024-06-10. Form 4, filed 2024-06-11. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Esi Minta-Jacobs 2024-06-10. Form 4, filed 2024-06-11. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Gary Zyla 2024-06-10. Form 4, filed 2024-06-11. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Gary Zyla 2024-06-10. Form 4, filed 2024-06-11. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Ted F. Angus 2024-07-23. Form 4, filed 2024-07-23. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Ted F. Angus 2024-07-23. Form 4, filed 2024-07-23. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Ted F. Angus 2024-07-23. Form 4, filed 2024-07-23. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Ted F. Angus 2024-07-23. Form 4, filed 2024-07-23. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Ted F. Angus 2024-07-23. Form 4, filed 2024-07-29. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Michael Kim 2024-07-25. Form 4, filed 2024-07-29. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Joel David McNatt JR 2024-07-26. Form 4, filed 2024-07-29. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Joel David McNatt JR 2024-07-26. Form 4, filed 2024-07-29. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Joel David McNatt JR 2024-07-26. Form 4, filed 2024-07-29. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Joel David McNatt JR 2024-07-26. Form 4, filed 2024-07-29. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Joel David McNatt JR 2024-07-26. Form 4, filed 2024-07-29. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Joel David McNatt JR 2024-07-26. Form 4, filed 2024-07-29. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Gary Zyla 2024-07-30. Form 4, filed 2024-07-31. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Joel David McNatt JR 2024-08-07. Form 4, filed 2024-08-07. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Mukesh Mehta 2024-08-13. Form 4, filed 2024-08-15. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Mukesh Mehta 2024-08-13. Form 4, filed 2024-08-15. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Carrie Hansen 2024-08-20. Form 4, filed 2024-08-21. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Michael Kim 2024-08-27. Form 4, filed 2024-09-03. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Michael Kim 2024-08-27. Form 4, filed 2024-09-03. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Carrie Hansen 2024-08-28. Form 4, filed 2024-08-30. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Carrie Hansen 2024-08-28. Form 4, filed 2024-08-30. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Rohit Bhagat 2024-08-29. Form 4, filed 2024-09-03. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Michael Kim 2024-08-29. Form 4, filed 2024-09-03. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Michael Kim 2024-08-29. Form 4, filed 2024-09-03. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Rohit Bhagat 2024-08-30. Form 4, filed 2024-09-03. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Rohit Bhagat 2024-08-30. Form 4, filed 2024-09-03. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Michael Kim 2024-08-30. Form 4, filed 2024-09-03. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Michael Kim 2024-08-30. Form 4, filed 2024-09-03. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Mukesh Mehta 2024-09-03. Form 4, filed 2024-09-06. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Mukesh Mehta 2024-09-03. Form 4, filed 2024-09-06. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Michael Kim 2024-09-05. Form 4, filed 2024-09-06. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Michael Kim 2024-09-05. Form 4, filed 2024-09-06. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Michael Kim 2024-09-05. Form 4, filed 2024-09-06. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Michael Kim 2024-09-05. Form 4, filed 2024-09-06. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Michael Kim 2024-09-05. Form 4, filed 2024-09-06. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Michael Kim 2024-09-05. Form 4, filed 2024-09-06. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Michael Kim 2024-09-05. Form 4, filed 2024-09-06. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Michael Kim 2024-09-05. Form 4, filed 2024-09-06. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Gary Zyla 2024-09-05. Form 4, filed 2024-09-06. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Gary Zyla 2024-09-05. Form 4, filed 2024-09-06. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Gary Zyla 2024-09-05. Form 4, filed 2024-09-06. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Gary Zyla 2024-09-05. Form 4, filed 2024-09-06. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Gary Zyla 2024-09-05. Form 4, filed 2024-09-06. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Gary Zyla 2024-09-05. Form 4, filed 2024-09-06. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Rohit Bhagat 2024-09-05. Form 4, filed 2024-09-06. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Joseph Velli 2024-09-05. Form 4, filed 2024-09-06. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Carrie Hansen 2024-09-05. Form 4, filed 2024-09-06. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Carrie Hansen 2024-09-05. Form 4, filed 2024-09-06. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Carrie Hansen 2024-09-05. Form 4, filed 2024-09-06. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Carrie Hansen 2024-09-05. Form 4, filed 2024-09-06. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Carrie Hansen 2024-09-05. Form 4, filed 2024-09-06. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Patricia Guinn 2024-09-05. Form 4, filed 2024-09-06. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Gary Zyla 2024-09-05. Form 4, filed 2024-09-06. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Ted F. Angus 2024-09-05. Form 4, filed 2024-09-06. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Ted F. Angus 2024-09-05. Form 4, filed 2024-09-06. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Ted F. Angus 2024-09-05. Form 4, filed 2024-09-06. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Ted F. Angus 2024-09-05. Form 4, filed 2024-09-06. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Ted F. Angus 2024-09-05. Form 4, filed 2024-09-06. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Ted F. Angus 2024-09-05. Form 4, filed 2024-09-06. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Carrie Hansen 2024-09-05. Form 4, filed 2024-09-06. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Mukesh Mehta 2024-09-05. Form 4, filed 2024-09-06. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Mukesh Mehta 2024-09-05. Form 4, filed 2024-09-06. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Mukesh Mehta 2024-09-05. Form 4, filed 2024-09-06. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Mukesh Mehta 2024-09-05. Form 4, filed 2024-09-06. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Mukesh Mehta 2024-09-05. Form 4, filed 2024-09-06. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Mukesh Mehta 2024-09-05. Form 4, filed 2024-09-06. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Joel David McNatt JR 2024-09-05. Form 4, filed 2024-09-06. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Joel David McNatt JR 2024-09-05. Form 4, filed 2024-09-06. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Joel David McNatt JR 2024-09-05. Form 4, filed 2024-09-06. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Joel David McNatt JR 2024-09-05. Form 4, filed 2024-09-06. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Joel David McNatt JR 2024-09-05. Form 4, filed 2024-09-06. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Joel David McNatt JR 2024-09-05. Form 4, filed 2024-09-06. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Joel David McNatt JR 2024-09-05. Form 4, filed 2024-09-06. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Esi Minta-Jacobs 2024-09-05. Form 4, filed 2024-09-06. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Esi Minta-Jacobs 2024-09-05. Form 4, filed 2024-09-06. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Esi Minta-Jacobs 2024-09-05. Form 4, filed 2024-09-06. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Esi Minta-Jacobs 2024-09-05. Form 4, filed 2024-09-06. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Esi Minta-Jacobs 2024-09-05. Form 4, filed 2024-09-06. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 02, Huatai Securities Co., Ltd. 2024-09-05. Form 4, filed 2024-09-06. Insider equity transaction reported since the proxy statement. View filing ↗
- Section 01 trend, Δ column (computed). Computed. Δ = current-FY total − prior-FY total per named officer.
- Section 09b board cost (computed). Computed. Cash 290,000 + equity 407,049 + all other 0 = 697,049, summed across the director compensation table rows.
- AssetMark Financial Holdings (subject), Section 10b CEO total. DEF 14A, filed 2024-04-09. CEO total compensation as printed in AssetMark Financial Holdings's own proxy. As printed: 5,374,907. View filing ↗