AssetMark Financial Holdings, Inc. Contracts & Agreements

32 Contracts & Agreements
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Amended and Restated AssetMark Financial Holdings, Inc. 2019 Equity Incentive Plan
Bonus & Incentive Agreements
AssetMark Financial Holdings, Inc.
Capital Markets
DE
2024
Agreement and Plan of Merger among AssetMark Financial Holdings, Inc., GTCR Everest Borrower, LLC, and GTCR Everest Merger Sub, Inc. dated April 25, 2024
Merger Agreements
AssetMark Financial Holdings, Inc.
Capital Markets
DE
2024
Description of Capital Stock and Registration Rights of AssetMark Financial Holdings, Inc.
Registration Rights Agreements
AssetMark Financial Holdings, Inc.
Capital Markets
DE
2024
First Amendment to BETA Services Master Subscription Agreement between Beta Plus Technologies, Inc. and AssetMark Financial Holdings, Inc.
Modification Agreements
AssetMark Financial Holdings, Inc.
Capital Markets
2024
Second Amendment to Master Services Agreement between Incedo Inc. and AssetMark, Inc.
Services Agreements
AssetMark Financial Holdings, Inc.
Capital Markets
2024
Amendment No. 9 to Subcustodial and Services Agreement among AssetMark Trust Company, Fidelity Brokerage Services LLC, and National Financial Services LLC
Modification Agreements
AssetMark Financial Holdings, Inc.
Capital Markets
2024
Master Software License and Services Agreement between Redi2 Technologies, Inc. and AssetMark, Inc.
License Agreements
AssetMark Financial Holdings, Inc.
Capital Markets
CA
2023
Description of Capital Stock and Registration Rights of AssetMark Financial Holdings, Inc.
Registration Rights Agreements
AssetMark Financial Holdings, Inc.
Capital Markets
DE
2023
ESG Amendment to Amended and Restated Credit Agreement between AssetMark Financial Holdings, Inc. and Bank of Montreal
Credit Agreements
AssetMark Financial Holdings, Inc.
Capital Markets
NY
2022
AssetMark Financial Holdings, Inc. Long Term Cash Incentive Award Agreement with Employee
Bonus & Incentive Agreements
AssetMark Financial Holdings, Inc.
Capital Markets
CA
2022
Fourth Amendment to Office Lease between Concord Technology Center Property Owner, LLC and AssetMark, Inc.
Lease Agreements
AssetMark Financial Holdings, Inc.
Capital Markets
2022
First Amendment to Master Services Agreement between Incedo Inc. and AssetMark, Inc.
Services Agreements
AssetMark Financial Holdings, Inc.
Capital Markets
2022
Description of Capital Stock and Registration Rights of AssetMark Financial Holdings, Inc.
Registration Rights Agreements
AssetMark Financial Holdings, Inc.
Capital Markets
DE
2022
BETA Services Master Subscription Agreement between Refinitiv US LLC and AssetMark Financial Holdings, Inc.
Services Agreements
AssetMark Financial Holdings, Inc.
Capital Markets
CA
2021
Employment Agreement between AssetMark Financial Holdings, Inc. and Natalie Wolfsen dated March 3, 2021
Employment Agreements
AssetMark Financial Holdings, Inc.
Capital Markets
CA
2021
Employment Agreement between AssetMark Financial Holdings, Inc. and Michael Kim dated March 3, 2021
Employment Agreements
AssetMark Financial Holdings, Inc.
Capital Markets
CA
2021
Description of Capital Stock and Registration Rights Agreement – AssetMark Financial Holdings, Inc.
Registration Rights Agreements
AssetMark Financial Holdings, Inc.
Capital Markets
DE
2021
Separation Agreement between AssetMark Financial Holdings, Inc. and Charles Goldman
Separation Agreements
AssetMark Financial Holdings, Inc.
Capital Markets
CO
2021
Description of Capital Stock and Registration Rights Agreement – AssetMark Financial Holdings, Inc.
Registration Rights Agreements
AssetMark Financial Holdings, Inc.
Capital Markets
DE
2020
Third Amendment to Office Lease between Concord Technology Center Property Owner, LLC and AssetMark, Inc.
Lease Agreements
AssetMark Financial Holdings, Inc.
Capital Markets
2019
Amended and Restated Employment Agreement between AssetMark Financial Holdings, Inc. and Charles Goldman
Employment Agreements
AssetMark Financial Holdings, Inc.
Capital Markets
CO
2019
AssetMark Financial Holdings, Inc. 2019 Equity Incentive Plan
Bonus & Incentive Agreements
AssetMark Financial Holdings, Inc.
Capital Markets
DE
2019
Registration Rights Agreement between AssetMark Financial Holdings, Inc. and Huatai International Investment Holdings Limited
Registration Rights Agreements
AssetMark Financial Holdings, Inc.
Capital Markets
NY
2019
Office Lease Agreement between SFG Owner A, LLC and Genworth Financial Wealth Management, Inc. for 1655 Grant Street, Concord, CA
Lease Agreements
AssetMark Financial Holdings, Inc.
Capital Markets
CA
2019
AssetMark Financial Holdings, Inc. Stock Appreciation Right Award Agreement under 2019 Equity Incentive Plan
Equity Distribution Agreements
AssetMark Financial Holdings, Inc.
Capital Markets
DE
2023
AssetMark Financial Holdings, Inc. 2019 Equity Incentive Plan Stock Appreciation Right Award Agreement
Equity Distribution Agreements
AssetMark Financial Holdings, Inc.
Capital Markets
DE
2023
AssetMark Financial Holdings, Inc. Restricted Stock Unit Award Agreement under 2019 Equity Incentive Plan
Equity Distribution Agreements
AssetMark Financial Holdings, Inc.
Capital Markets
CA
2022
AssetMark Financial Holdings, Inc. 2019 Equity Incentive Plan Stock Appreciation Right Award Agreement
Equity Distribution Agreements
AssetMark Financial Holdings, Inc.
Capital Markets
DE
2022
Nineteenth Amendment to CheckFree APL Master Agreement between Tegra118 Wealth Solutions, Inc. and AssetMark, Inc.
Modification Agreements
AssetMark Financial Holdings, Inc.
Capital Markets
2022
AssetMark Financial Holdings, Inc. Common Stock Underwriting Agreement with J.P. Morgan Securities LLC and Goldman Sachs & Co. LLC
Underwriting Agreements
AssetMark Financial Holdings, Inc.
Capital Markets
NY
2019
AssetMark Financial Holdings, Inc. Stock Option Award Agreement with Recipient
Warrant Agreements
AssetMark Financial Holdings, Inc.
Capital Markets
DE
2019
AssetMark Financial Holdings, Inc. Common Stock Certificate Issued to Alexander David Sample
Stock Agreements
AssetMark Financial Holdings, Inc.
Capital Markets
2019