Charles G Goldman - Net Worth and Insider Trading

Charles G Goldman Net Worth

The estimated net worth of Charles G Goldman is at least $69 Million dollars as of 2024-04-18. 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 $69 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 assumption that Charles G Goldman has not made any transactions after 2020-06-11 and currently still holds the listed stock(s).

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
FTEV FinTech Evolution Acquisition Group 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 $69 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 34.27 68,992,261

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.
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  • 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

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Ownership Network Relation of Charles G Goldman


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 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, 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 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 14,079 shares made by Natalie Grace Wolfsen .

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.

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AssetMark Financial Holdings Inc Insider Transactions

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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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