Kathleen M Kelly Net Worth

Wallmine is a radically better financial terminal.
Sign up in seconds, it's free!

Sign up

Already have an account? Sign in

Kathleen Kelly AMK stock SEC Form 4 insiders trading

Kathleen has made over 1 trades of the Assetmark Inc stock since 2014, according to the Form 4 filled with the SEC. Most recently Kathleen exercised 16,750 units of AMK stock worth $173,530 on 30 July 2014.

The largest trade Kathleen's ever made was exercising 16,750 units of Assetmark Inc stock on 30 July 2014 worth over $173,530. On average, Kathleen trades about 184 units every 0 days since 2003. As of 30 July 2014 Kathleen still owns at least 10,294 units of Assetmark Inc stock.

You can see the complete history of Kathleen Kelly stock trades at the bottom of the page.

What's Kathleen Kelly's mailing address?

Kathleen's mailing address filed with the SEC is C/O AMERICAN TECHNICAL CERAMICS CORP, 17 STEPAR PL, HUNTINGTON STATION, NY, 11746.

Insiders trading at Assetmark Inc

Over the last 21 years, insiders at Assetmark Inc have traded over $2,020,072,871 worth of Assetmark Inc stock and bought 9,039,303 units worth $223,586,974 . The most active insiders traders include Securities Co., Ltd.Huatai ..., Corp Avx und Charles G Goldman. On average, Assetmark Inc executives and independent directors trade stock every 41 days with the average trade being worth of $13,647,324. The most recent stock trade was executed by Securities Co., Ltd.Huatai ... on 5 September 2024, trading 50,873,799 units of AMK stock currently worth $1,793,301,415.

What does Assetmark Inc do?

assetmark is a leading independent provider of innovative investment and consulting solutions serving financial advisors. we provide investment, relationship and practice management solutions that advisors use to help clients achieve their investment objectives and life goals. our relentless service ethic and robust client relationship support set us apart. our offering is flexible to suit each advisor's vision for working with clients and growing their practice. assetmark, inc. has more than $36 billion in combined assets on its platform and a history of innovation spanning over 20 years. for more information, visit www.assetmark.com. disclosure: posts are not a solicitation for investment and are not intended as legal or compliance advice. individual investors should consult with their financial advisors, and qualified tax advisors, before making any investment decisions. financial advisors should always consult with their own legal and compliance departments, regarding regulatory an

Assetmark Inc executives and stock owners

Assetmark Inc executives and other stock owners filed with the SEC include:

• Charles Goldman,
  President, Chief Executive Officer, Director
• Charles George Goldman,
  Consultant
• Jeremiah Chafkin,
  Executive Vice President, Chief Investment Officer
• Michael Kim,
  Executive Vice President, Chief Client Officer
• Jeremiah Harrison Chafkin M.B.A.,
  Exec. VP, Chief Investment Officer & Vice Chairman of Investments
• H. Michael Kim,
  Pres & Chief Client Officer
• Natalie Grace Wolfsen,
  CEO & Director
• Patricia Guinn,
  Independent Director
• Rohit Bhagat,
  Independent Director
• Taylor Hamilton,
  Head of Investor Relations
• Yi Zhou,
  Director
• Ying Sun,
  Director
• Bryan Lin,
  Director
• Natalie Wolfsen,
  Executive Vice President, Chief Solutions Officer
• Esi Minta-Jacobs,
  Executive Vice President Project Management and Human Resources
• Ted Angus,
  Executive Vice President, General Counsel
• Mukesh Mehta,
  Executive Vice President, Chief Information Officer
• Carrie Hansen,
  Chief Operating Officer, Executive Vice President
• Gary Zyla,
  Chief Financial Officer, Executive Vice President
• Xiaoning Jiao,
  Chairman of the Board
• Michael Joel Abelson C.F.A., CFA,
  Exec. VP of Corp. Devel.
• Christian L. Chan C.F.A., CFA,
  Chief Investment Officer
• Dr. Jason Terrance Thomas C.F.A., CFA, Ph.D.,
  Chief Investment Officer
• Gary G. Zyla,
  Exec. VP & CFO
• Tamara N. Bohlig,
  Chief Marketing Officer
• Ted F. Angus J.D.,
  Exec. VP & Gen. Counsel
• Taylor John Hamilton C.F.A.,
  Head of Investor Relations
• Mukesh Mehta,
  Exec. VP & Chief Information Officer
• Kian Rafia,
  Sr. Managing Director of Strategic Accounts
• Carrie Ellen Hansen CPA,
  Exec. VP, COO & Pres Mutual Funds
• Joseph M Velli,
  Director
• John Hahn,
  SVP, Finance & Reporting (PAO)
• Chester E Spence,
  Director
• Stuart P Litt,
  Director
• Thomas Volpe,
  Director
• Dov S Bacharach,
  Director
• Corp Avx,
  10% owner
• Robert Grossbach,
  Vice President
• O Julian Garrard,
  Director
• Kathleen M Kelly,
  Vice President, Administration
• William Johnson,,
  Vice President, Sales
• Judah Wolf,
  V.P., Thin Film Products
• Victor Insetta,
  President,Director & CEO
• David B Ott,
  Sr. V.P.- NY Operations
• Richard Monsorno,
  Sr. Vice President, Technology
• Andrew R Perz,
  Vice President, Controller
• Stephen Beyel,
  Sr. Vice President, Sales
• Harrison Tarver,
  Vice President, Quality
• Securities Co., Ltd.Huatai ...,
  
• Joel David Jr Mc Natt,
  EVP, Investment Solutions