Natalie Wolfsen compensation by year
AssetMark Financial Summary Compensation Table · all 2 fiscal years held| Component | FY2022 | FY2023 |
|---|---|---|
| Salary | $545,385 | $465,300 |
| Bonus | $0 | $57,750 |
| Stock awards | $636,125 | $808,919 |
| Option awards | $2,281,476 | $3,432,022 |
| Non-equity incentive | $977,500 | $0 |
| Pension and deferred compensation | $0 | $0 |
| All other | $20,600 | $22,087 |
| Total | $4,461,086 | $4,786,078 |
Each year as stated in that year's proxy. A dash means the company reported no figure in that column. Source: AssetMark Financial Holdings, Inc. DEF 14A filed April 9, 2024, accession 0001591587-24-000011, and prior-year filings. Open the filing on EDGAR.
How this page was built: the AssetMark Financial Holdings, Inc. filed document, accession 0001591587-24-000011. Every figure is read from that document and cited to the page and table it appears in. Filed April 9, 2024.
Equity holdings
unvested awards at FY2023 year-end| Type | Unvested units | Value at year-end | Exercise price |
|---|---|---|---|
| RSU | 1,030,037 | $30,849,614 | — |
| RSU | 894,411 | $26,787,615 | — |
| RSU | 109,889 | $3,291,176 | — |
Per the Outstanding Equity Awards at Fiscal Year-End table in AssetMark Financial Holdings, Inc.'s FY2023 proxy; value at the fiscal year-end close, as the company printed it.
AssetMark Financial’s named executive officers, FY2023
as the company reported each| Named executive officer | Role | FY2023 total |
|---|---|---|
| Michael Kim | Chief Executive Officer and President and Former Chief Client Officer | $5,374,907 |
| Natalie Wolfsen · this page | Former Chief Executive Officer | $4,786,078 |
| Gary Zyla | Chief Financial Officer | $2,503,350 |
| Carrie Hansen | Chief Operating Officer | $2,182,975 |
Board service
AssetMark Financial board · FY2023How this board is paid
Company policy: AssetMark Financial pays directors a $70,000 cash retainer and $130,000 in RSUs. As stated in AssetMark Financial's FY2023 proxy.
The full AssetMark Financial compensation record
free company briefThis page is one person within AssetMark Financial's record. The company brief lists every named executive, each linking to their own page.
Compensation, the day it’s disclosed
The CompBrief Daily Digest lists the newest executive and director compensation disclosures as companies file them.
How this record is built
Every figure on this page is one figure from a public SEC filing, printed as the filing states it and cited to the document. Compensation totals are AssetMark Financial's own disclosed totals, not summed by Velarion. Insider transactions are read from Form 4 filings and cover every line filed since the most recent proxy. Nothing is estimated by Velarion; where the company does not disclose a value the cell reads "—", and a section appears only where the company discloses the data. Corrections: records@velarion.ai.