Natalie Grace Wolfsen - Net Worth and Insider Trading

Natalie Grace Wolfsen Net Worth

The estimated net worth of Natalie Grace Wolfsen is at least $15 Million dollars as of 2024-11-11. Natalie Grace Wolfsen is the EVP, CEO of AssetMark Financial Holdings Inc and owns about 430,734 shares of AssetMark Financial Holdings Inc (AMK) stock worth over $15 Million. Details can be seen in Natalie Grace Wolfsen's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Natalie Grace Wolfsen has not made any transactions after 2023-06-09 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

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Transaction Summary of Natalie Grace Wolfsen

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Natalie Grace Wolfsen Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Natalie Grace Wolfsen owns 1 companies in total, including AssetMark Financial Holdings Inc (AMK) .

Click here to see the complete history of Natalie Grace Wolfsen’s form 4 insider trades.

Insider Ownership Summary of Natalie Grace Wolfsen

Ticker Comapny Transaction Date Type of Owner
AMK AssetMark Financial Holdings Inc 2023-06-09 EVP & Chief Solutions Officer

Natalie Grace Wolfsen Latest Holdings Summary

Natalie Grace Wolfsen currently owns a total of 1 stock. Natalie Grace Wolfsen owns 430,734 shares of AssetMark Financial Holdings Inc (AMK) as of June 9, 2023, with a value of $15 Million.

Latest Holdings of Natalie Grace Wolfsen

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
AMK AssetMark Financial Holdings Inc 2023-06-09 430,734 35.24 15,179,066

Holding Weightings of Natalie Grace Wolfsen


Natalie Grace Wolfsen Form 4 Trading Tracker

According to the SEC Form 4 filings, Natalie Grace Wolfsen has made a total of 18 transactions in AssetMark Financial Holdings Inc (AMK) over the past 5 years, including 0 buys and 18 sells. The most-recent trade in AssetMark Financial Holdings Inc is the sale of 8,534 shares on June 9, 2023, which brought Natalie Grace Wolfsen around $255,764.

Insider Trading History of Natalie Grace Wolfsen

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Natalie Grace Wolfsen Trading Performance

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Natalie Grace Wolfsen Ownership Network

Ownership Network List of Natalie Grace Wolfsen

No Data

Ownership Network Relation of Natalie Grace Wolfsen

Insider Network Chart

Natalie Grace Wolfsen Owned Company Details

What does AssetMark Financial Holdings Inc do?

Who are the key executives at AssetMark Financial Holdings Inc?

Natalie Grace Wolfsen is the EVP & Chief Solutions Officer of AssetMark Financial Holdings Inc. Other key executives at AssetMark Financial Holdings Inc include 10 percent owner Huatai Securities Co., Ltd. , EVP & Chief Information Officer Mukesh Mehta , and EVP & Chief Client Officer Michael Kim .

AssetMark Financial Holdings Inc (AMK) Insider Trades Summary

Over the past 18 months, Natalie Grace Wolfsen made 1 insider transaction in AssetMark Financial Holdings Inc (AMK) with a net sale of 8,534. Other recent insider transactions involving AssetMark Financial Holdings Inc (AMK) include a net sale of 26,709 shares made by Ted F. Angus , a net sale of 26,284 shares made by Carrie E. Hansen , and a net sale of 11,023 shares made by Mcnatt Joel David Jr .

In summary, during the past 3 months, insiders sold 50,873,799 shares of AssetMark Financial Holdings Inc (AMK) in total and bought 0 shares, with a net sale of 50,873,799 shares. During the past 18 months, 50,997,019 shares of AssetMark Financial Holdings Inc (AMK) were sold and 0 shares were bought by its insiders, resulting in a net sale of 50,997,019 shares.

AssetMark Financial Holdings Inc (AMK)'s detailed insider trading history can be found in Insider Trading Tracker table.

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AssetMark Financial Holdings Inc Insider Transactions

No Available Data

Natalie Grace Wolfsen Mailing Address

Above is the net worth, insider trading, and ownership report for Natalie Grace Wolfsen. You might contact Natalie Grace Wolfsen via mailing address: C/o Assetmark Financial Holdings, Inc., 1655 Grant Street, 10th Floor, Concord Ca 94520.