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 2024-04-28. 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 assumption that Natalie Grace Wolfsen has not made any transactions after 2023-06-09 and currently still holds the listed stock(s).

Transaction Summary of Natalie Grace Wolfsen

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	33.93	14,614,805

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

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

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 EVP & Chief Operating Officer Carrie E. Hansen , EVP & Investment Solutions Mcnatt Joel David Jr , and EVP & General Counsel Ted F. Angus .

AssetMark Financial Holdings Inc (AMK) Insider Trades Summary

Over the past 18 months, Natalie Grace Wolfsen made 2 insider transaction in AssetMark Financial Holdings Inc (AMK) with a net sale of 14,079. Other recent insider transactions involving AssetMark Financial Holdings Inc (AMK) include a net sale of 17,075 shares made by Ted F. Angus , a net sale of 15,673 shares made by Carrie E. Hansen , and a net sale of 13,131 shares made by Gary G. Zyla .

In summary, during the past 3 months, insiders sold 0 shares of AssetMark Financial Holdings Inc (AMK) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 87,615 shares of AssetMark Financial Holdings Inc (AMK) were sold and 0 shares were bought by its insiders, resulting in a net sale of 87,615 shares.

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

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.

Discussions on Natalie Grace Wolfsen

No discussions yet.

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Mobile App 中文

Education

Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us ETF Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. It has an affiliated registered investment adviser, which serves as the subadviser to an exchange traded fund. This investment adviser does not provide advice to individual investors. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.