| Date | Name | Symbol | Type | Security | Shares | Price | Value | Ownership | Reported |
| 06/09/2023 | AssetMark Financial Holdings, Inc. | AMK | Sale | Common Stock | 1.3k | $29.61 | $39.9k | | 06/08/2023 |
| 06/08/2023 | AssetMark Financial Holdings, Inc. | AMK | Grant | Stock Appreciation Right | 117.1k | $30.30 | $3.5M | | 06/08/2023 |
| 06/08/2023 | AssetMark Financial Holdings, Inc. | AMK | Grant | Stock Appreciation Right | 38k | $30.30 | $1.2M | | 06/08/2023 |
| 06/08/2023 | AssetMark Financial Holdings, Inc. | AMK | Grant | Common Stock | 18.1k | $0.00 | $0 | | 06/08/2023 |
| 06/08/2023 | AssetMark Financial Holdings, Inc. | AMK | Sale | Common Stock | 5k | $30.04 | $149.6k | | 06/08/2023 |
| 03/17/2023 | AssetMark Financial Holdings, Inc. | AMK | Gift | Common Stock | 250k | $0.00 | $0 | | 03/17/2023 |
| 03/17/2023 | AssetMark Financial Holdings, Inc. | AMK | Gift | Common Stock | 250k | $0.00 | $0 | Kim Family Trust | 03/17/2023 |
| 06/10/2022 | AssetMark Financial Holdings, Inc. | AMK | Sale | Common Stock | 965 | $19.06 | $18.4k | | 06/08/2022 |
| 06/09/2022 | AssetMark Financial Holdings, Inc. | AMK | Sale | Common Stock | 1.8k | $20.00 | $36k | | 06/08/2022 |
| 06/08/2022 | AssetMark Financial Holdings, Inc. | AMK | Grant | Common Stock | 23k | $0.00 | $0 | | 06/08/2022 |
| 06/08/2022 | AssetMark Financial Holdings, Inc. | AMK | Grant | Stock Appreciation Right | 197.4k | $20.92 | $4.1M | | 06/08/2022 |
| 06/08/2022 | AssetMark Financial Holdings, Inc. | AMK | Grant | Common Stock | 23k | $0.00 | $0 | | 06/08/2022 |
| 03/04/2022 | AssetMark Financial Holdings, Inc. | AMK | Sale | Common Stock | 4.1k | $22.30 | $91.7k | | 03/04/2022 |
| 06/09/2021 | AssetMark Financial Holdings, Inc. | AMK | Grant | Common stock | 19.4k | $0.00 | $0 | | 06/09/2021 |
| 06/09/2021 | AssetMark Financial Holdings, Inc. | AMK | Grant | Stock Appreciation Right | 166.3k | $25.61 | $4.3M | | 06/09/2021 |
| 04/26/2021 | AssetMark Financial Holdings, Inc. | AMK | Grant | Common stock | 45.1k | $0.00 | $0 | | 04/26/2021 |
| 01/21/2021 | AssetMark Financial Holdings, Inc. | AMK | Sale | Common Stock | 637 | $25.01 | $15.9k | | 01/21/2021 |
| 01/20/2021 | AssetMark Financial Holdings, Inc. | AMK | Sale | Common Stock | 3.5k | $25.01 | $87k | | 01/20/2021 |
| 12/15/2020 | AssetMark Financial Holdings, Inc. | AMK | Sale | Common Stock | 5.9k | $24.16 | $142.4k | | 12/15/2020 |
| 12/14/2020 | AssetMark Financial Holdings, Inc. | AMK | Sale | Common Stock | 2k | $24.43 | $49.9k | | 12/14/2020 |
| 12/14/2020 | AssetMark Financial Holdings, Inc. | AMK | Sale | Common Stock | 18.7k | $23.87 | $445.2k | | 12/14/2020 |
| 12/11/2020 | AssetMark Financial Holdings, Inc. | AMK | Sale | Common Stock | 100 | $24.74 | $2.5k | | 12/11/2020 |
| 12/11/2020 | AssetMark Financial Holdings, Inc. | AMK | Sale | Common Stock | 13.3k | $24.13 | $321.2k | | 12/11/2020 |
| 08/03/2020 | AssetMark Financial Holdings, Inc. | AMK | Sale | Common Stock | 10k | $27.66 | $276.6k | | 08/03/2020 |
| 07/02/2020 | AssetMark Financial Holdings, Inc. | AMK | Sale | Common Stock | 1.9k | $27.22 | $52.8k | | 07/01/2020 |
| 07/01/2020 | AssetMark Financial Holdings, Inc. | AMK | Sale | Common Stock | 8.1k | $26.80 | $216k | | 07/01/2020 |
| 06/09/2020 | AssetMark Financial Holdings, Inc. | AMK | Grant | Common Stock | 10.3k | $0.00 | $0 | | 06/09/2020 |
| 06/09/2020 | AssetMark Financial Holdings, Inc. | AMK | Grant | Stock Appreciation Right | 88.4k | $28.48 | $2.5M | | 06/09/2020 |
| 06/01/2020 | AssetMark Financial Holdings, Inc. | AMK | Sale | Common Stock | 9.2k | $25.41 | $233.8k | | 06/01/2020 |
| 06/01/2020 | AssetMark Financial Holdings, Inc. | AMK | Sale | Common Stock | 800 | $26.15 | $20.9k | | 06/01/2020 |
| 05/18/2020 | AssetMark Financial Holdings, Inc. | AMK | Sale | Common Stock | 1.8k | $25.29 | $44.6k | | 05/18/2020 |
| 05/08/2020 | AssetMark Financial Holdings, Inc. | AMK | Sale | Common Stock | 15.6k | $25.04 | $391.6k | | 05/07/2020 |
| 05/07/2020 | AssetMark Financial Holdings, Inc. | AMK | Sale | Common Stock | 2.6k | $25.00 | $65k | | 05/07/2020 |
| 07/17/2019 | AssetMark Financial Holdings, Inc. | AMK | Other (acquisition) | Common stock | 377.8k | $0.00 | $0 | | 07/17/2019 |
| 07/17/2019 | AssetMark Financial Holdings, Inc. | AMK | Grant | Employee Stock Option (right to buy) | 62.1k | $22.00 | $1.4M | | 07/17/2019 |