AssetMark Financial Holdings, Inc. Contracts & Agreements

32 Contracts & Agreements
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Filed
Fourth Amendment to Concord Office Lease
Lease Agreements
AssetMark Financial Holdings, Inc.
Capital Markets
2022
The Amended and Restated AssetMark Financial Holdings, Inc. 2019 Equity Incentive Plan
Bonus & Incentive Agreements
AssetMark Financial Holdings, Inc.
2024
Agreement and Plan of Merger by and among AssetMark Financial Holdings, Inc., GTCR Everest Borrower, LLC and GTCR Everest Merger Sub, Inc., dated as of April 25, 2024
Merger Agreements
AssetMark Financial Holdings, Inc.
2024
Description of Capital Stock
Stock Agreements
AssetMark Financial Holdings, Inc.
2024
First Amendment to Beta Services Agreement, dated July 20, 2022, by and between Beta Plus Technologies, Inc. and AssetMark Financial Holdings, Inc
Services Agreements
AssetMark Financial Holdings, Inc.
2024
Second Amendment, dated September 5, 2017, to the Master Services Agreement
Services Agreements
AssetMark Financial Holdings, Inc.
2024
Amendment No. 9, dated as of January 22, 2021, and Amendment No. 10, dated as of March 25, 2021, to the Subcustodial and Services Agreement by and between Fidelity Brokerage...
Services Agreements
AssetMark Financial Holdings, Inc.
2024
Form of Equity-Linked Stock Appreciation Right Award Notice and Agreement
Stock Agreements
AssetMark Financial Holdings, Inc.
2023
Form of Cash-Linked Stock Appreciation Right Award Notice and Agreement
Stock Agreements
AssetMark Financial Holdings, Inc.
2023
Master Software License and Services Agreement, effective as of April 1, 2022, by and between AssetMark, Inc. and Redi2 Technologies, Inc., and the First Amendment to Master...
License Agreements
AssetMark Financial Holdings, Inc.
2023
Description of Capital Stock
Stock Agreements
AssetMark Financial Holdings, Inc.
Capital Markets
DE
2023
ESG Amendment, dated as of October 25, 2022 by and between AssetMark Financial Holdings, Inc. and Bank of Montreal, as the Sustainability Coordinator
AssetMark Financial Holdings, Inc.
2022
Forms of Restricted Stock Unit Award Notice and Agreement
Stock Agreements
AssetMark Financial Holdings, Inc.
2022
Form of Stock Appreciation Right Award Notice and Agreement
Stock Agreements
AssetMark Financial Holdings, Inc.
2022
Form of Long Term Cash Incentive Award Agreement
Bonus & Incentive Agreements
AssetMark Financial Holdings, Inc.
2022
Nineteenth Amendment to the CheckFree APL Master Agreement
AssetMark Financial Holdings, Inc.
2022
Amendment to Incedo Master Services Agreement
Services Agreements
AssetMark Financial Holdings, Inc.
Capital Markets
2022
Description of Capital Stock
Stock Agreements
AssetMark Financial Holdings, Inc.
Capital Markets
DE
2022
Beta Services Master Subscription Agreement by and between Refinitiv US LLC and AssetMark Financial Holdings, Inc., dated May 21, 2020
Services Agreements
AssetMark Financial Holdings, Inc.
Capital Markets
CA
2021
Employment Agreement by and between the AssetMark Financial Holdings, Inc. and Natalie Wolfsen
Employment Agreements
AssetMark Financial Holdings, Inc.
2021
Employment Agreement by and between the AssetMark Financial Holdings, Inc. and Michael Kim
Employment Agreements
AssetMark Financial Holdings, Inc.
2021
Description of Capital Stock
Stock Agreements
AssetMark Financial Holdings, Inc.
Capital Markets
DE
2021
Separation Agreement dated March 5, 2021 by and between AssetMark Financial Holdings, Inc. and Charles Goldman
Separation Agreements
AssetMark Financial Holdings, Inc.
Capital Markets
CO
2021
Description of Capital Stock
Stock Agreements
AssetMark Financial Holdings, Inc.
Capital Markets
DE
2020
Third Amendment to Office Lease for facilities at 1655 Grant Street, Concord, California, dated May 29, 2019
Lease Agreements
AssetMark Financial Holdings, Inc.
Capital Markets
2019
Amended and Restated Employment Agreement by and between the AssetMark Financial Holdings, Inc. and Charles Goldman, dated August 28, 2019
Employment Agreements
AssetMark Financial Holdings, Inc.
2019
Form of Underwriting Agreement
Underwriting Agreements
AssetMark Financial Holdings, Inc.
2019
2019 Equity Incentive Plan, and forms of Restricted Stock Award Agreement and Restricted Stock Unit Award Agreement, to be in effect upon the pricing of this offering
Bonus & Incentive Agreements
AssetMark Financial Holdings, Inc.
2019
Form of Stock Option Award Notice and Agreement
Stock Agreements
AssetMark Financial Holdings, Inc.
Capital Markets
DE
2019
Form of Common Stock Certificate
Stock Agreements
AssetMark Financial Holdings, Inc.
2019
Form of Registration Rights Agreement by and between the Company and Huatai International Investment Holdings Limited to be in effect upon the pricing of this offering
Registration Rights Agreements
AssetMark Financial Holdings, Inc.
2019
Lease for facilities at 1655 Grant Street, Concord, California, dated May 29, 2013 and amended on May 13, 2015 and March 14, 2018
Lease Agreements
AssetMark Financial Holdings, Inc.
2019