Charles G Goldman - Net Worth and Insider Trading

Charles G Goldman Net Worth

The estimated net worth of Charles G Goldman is at least $71 Million dollars as of 2024-09-20. Charles G Goldman is the CEO of AssetMark Financial Holdings Inc and owns about 2,013,197 shares of AssetMark Financial Holdings Inc (AMK) stock worth over $71 Million. Details can be seen in Charles G Goldman'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 Charles G Goldman has not made any transactions after 2020-06-11 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 Charles G Goldman

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Charles G Goldman Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Charles G Goldman owns 4 companies in total, including AssetMark Financial Holdings Inc (AMK) , Charles Schwab Corp (SCHW) , and FinTech Evolution Acquisition Group (FTEV.U) among others .

Click here to see the complete history of Charles G Goldman’s form 4 insider trades.

Insider Ownership Summary of Charles G Goldman

Ticker Comapny Transaction Date Type of Owner
AMK AssetMark Financial Holdings Inc 2020-06-11 director & President and CEO
SCHW Charles Schwab Corp 2005-01-01 EVP - Strategy and Corp. Dev.
FTEV.U FinTech Evolution Acquisition Group 2021-03-01 director
LIMIT LIMIT 2021-03-01 director

Charles G Goldman Latest Holdings Summary

Charles G Goldman currently owns a total of 1 stock. Charles G Goldman owns 2,013,197 shares of AssetMark Financial Holdings Inc (AMK) as of June 11, 2020, with a value of $71 Million.

Latest Holdings of Charles G Goldman

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
AMK AssetMark Financial Holdings Inc 2020-06-11 2,013,197 35.24 70,945,062

Holding Weightings of Charles G Goldman


Charles G Goldman Form 4 Trading Tracker

According to the SEC Form 4 filings, Charles G Goldman 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 7,891 shares on June 11, 2020, which brought Charles G Goldman around $204,061.

Insider Trading History of Charles G Goldman

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.

Charles G Goldman Trading Performance

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

Charles G Goldman Ownership Network

Ownership Network List of Charles G Goldman

No Data

Ownership Network Relation of Charles G Goldman

Insider Network Chart

Charles G Goldman Owned Company Details

What does AssetMark Financial Holdings Inc do?

Who are the key executives at AssetMark Financial Holdings Inc?

Charles G Goldman is the director & President and CEO 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, Charles G Goldman made no insider transaction in AssetMark Financial Holdings Inc (AMK). 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 20,917 shares made by Gary G. Zyla .

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, 51,005,977 shares of AssetMark Financial Holdings Inc (AMK) were sold and 0 shares were bought by its insiders, resulting in a net sale of 51,005,977 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

Charles G Goldman Mailing Address

Above is the net worth, insider trading, and ownership report for Charles G Goldman. You might contact Charles G Goldman via mailing address: C/o The Charles Schwab Corporation, 120 Kearny Street, San Francisco Ca 94108.

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