{"schema_version":"secwatch.filing_event.v1","accession":"0001591587-24-000062","form_type":"8-K","ticker":null,"cik":"0001591587","company_name":"AssetMark Financial Holdings, Inc.","filed_at":"2024-09-05T23:59:59+00:00","discovered_at":"2026-05-14T18:03:13.684127+00:00","generated_at":"2026-05-31T06:15:07.784107+00:00","sec_items":["1.02","2.01","3.03","5.01","5.02","5.03","3.01","8.01","9.01"],"event_type":"m_and_a","sentiment":"neutral","materiality_score":1.0,"calibrated_materiality_score":1.0,"confidence":"high","headline":"AssetMark completes $2.7B go-private acquisition by GTCR; stock delisted, new leadership appointed","bullets":["Merger closed Sept 5, 2024; shareholders received $35.25 per share in cash.","Company common stock delisted from NYSE; deregistration to follow.","Lou Maiuri appointed Chairman and Group CEO; Michael Kim continues as President and CEO.","Board reconstituted: Maiuri, Zyla, Lomio join; eight prior directors departed.","Acquisition valued at ~$2.7 billion; GTCR now owns 100% of AssetMark."],"urls":{"canonical":"https://secwatch.observer/filing/0001591587-24-000062","json":"https://secwatch.observer/filing/0001591587-24-000062.json","markdown":"https://secwatch.observer/filing/0001591587-24-000062.md","text":"https://secwatch.observer/filing/0001591587-24-000062.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1591587/000159158724000062/0001591587-24-000062-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1591587/000159158724000062/amk-20240905.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-31T06:15:07.784107+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"118f7a17b1","claim":"Lei Wang departed as Director at AssetMark Financial Holdings, Inc..","evidence_excerpt":"In connection 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5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1591587/000159158724000062/0001591587-24-000062-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"ceased"},{"label":"Role","value":"Director"}],"fact_type":"executive_change"},{"claim_id":"47e54a7c37","claim":"Gary Zyla was appointed as Director at AssetMark Financial Holdings, Inc..","evidence_excerpt":"At the Effective Time, the following persons became directors of the Company: Louis Maiuri, Gary Zyla and Michael Lomio.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1591587/000159158724000062/0001591587-24-000062-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"became"},{"label":"Role","value":"Director"}],"fact_type":"executive_change"},{"claim_id":"799f90f6c1","claim":"Patricia Guinn departed as Director at AssetMark Financial Holdings, Inc..","evidence_excerpt":"In 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appointed as Director at AssetMark Financial Holdings, Inc..","evidence_excerpt":"At the Effective Time, the following persons became directors of the Company: Louis Maiuri, Gary Zyla and Michael Lomio.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1591587/000159158724000062/0001591587-24-000062-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"became"},{"label":"Role","value":"Director"}],"fact_type":"executive_change"},{"claim_id":"c03ff9f2ac","claim":"Joseph Velli departed as Director at AssetMark Financial Holdings, Inc..","evidence_excerpt":"In connection with the Merger, effective as of the Effective Time, Rohit Bhagat, Patricia Guinn, Bryan Lin, Xiaoning Jiao, Ying Sun, Joseph Velli, Yi Zhou and Lei Wang ceased to be directors of the Company.","evidence_source":"SEC 8-K Item 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connection with the Merger, effective as of the Effective Time, Rohit Bhagat, Patricia Guinn, Bryan Lin, Xiaoning Jiao, Ying Sun, Joseph Velli, Yi Zhou and Lei Wang ceased to be directors of the Company.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1591587/000159158724000062/0001591587-24-000062-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"ceased"},{"label":"Role","value":"Director"}],"fact_type":"executive_change"},{"claim_id":"f0cdfd5d29","claim":"Bryan Lin departed as Director at AssetMark Financial Holdings, Inc..","evidence_excerpt":"In connection with the Merger, effective as of the Effective Time, Rohit Bhagat, Patricia Guinn, Bryan Lin, Xiaoning Jiao, Ying Sun, Joseph Velli, Yi Zhou and Lei Wang ceased to be directors of the Company.","evidence_source":"SEC 8-K Item 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(affiliates of GTCR) for $35.25 per share in cash (closed 2024-09-05).","evidence_excerpt":"Time (other than shares held by any holder who is entitled to appraisal rights and has properly exercised such rights under Delaware law) was converted into the right to receive $35.25 in cash, without interest thereon and less applicable withholding taxes (the “ Merger Consideration ”). Pursuant to the Merger Agreement, at the Effective Time: (i) each (1)","evidence_source":"SEC 8-K Item 2.01/5.01","evidence_url":"https://www.sec.gov/Archives/edgar/data/1591587/000159158724000062/0001591587-24-000062-index.htm","confidence":0.9,"family_label":"M&A Transactions","details":[{"label":"Action","value":"change of control"},{"label":"Counterparty","value":"GTCR Everest Borrower, LLC and GTCR Everest Merger Sub, Inc. (affiliates of GTCR)"},{"label":"Consideration","value":"$35.25 per share in cash"},{"label":"Closing","value":"2024-09-05"}],"fact_type":"ma_transaction"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}