Mehta Mukesh
SEC insider (Form 3/4/5 filer). CIK 0001782585. EVP, Chief Information Officer at AssetMark Financial Holdings, Inc. (AMK). 4 reported Form 4/5 transactions since Sep 2024; latest on Sep 5, 2024. Located in CONCORD, CA.
Companies Mehta Mukesh has filed insider reports for
- AssetMark Financial Holdings, Inc. (AMK): Officer, EVP, Chief Information Officer
Mehta Mukesh
CIK: 0001782585
Transaction Breakdown
Open Market Buys (P)0 (0.0%)
High conviction signal
Open Market Sales (S)0 (0.0%)
Position reduction
Option Exercises (M)0 (0.0%)
Derivative conversions
Awards (A)0 (0.0%)
Compensation grants
Other (G, F, J, C, D, …)4 (100.0%)
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Companies & Roles (1)
AMK
AssetMark Financial Holdings, Inc.
Officer
Discretionary Trading P&L
Holdings
Transaction History (4 total)
- Sep 5, 2024AMK
AssetMark Financial Holdings, Inc.
DispositionDirect224.5K shares at avg. $35.25$7.9M - Sep 5, 2024AMK
AssetMark Financial Holdings, Inc.
DispositionIndirect80.3K shares at avg. $35.25$2.8M - Sep 3, 2024AMK
AssetMark Financial Holdings, Inc.
GiftIndirect182.2K shares- - Sep 3, 2024AMK
AssetMark Financial Holdings, Inc.
GiftDirect182.2K shares-
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Sep 5, 2024 | AMK AssetMark Financial Holdings, Inc. | Disposition | 224,505 | $35.25 | $7,913,801 | Direct |
| Sep 5, 2024 | AMK AssetMark Financial Holdings, Inc. | Disposition | 80,286 | $35.25 | $2,830,082 | Indirect |
| Sep 3, 2024 | AMK AssetMark Financial Holdings, Inc. | Gift | 182,165 | - | $0 | Indirect |
| Sep 3, 2024 | AMK AssetMark Financial Holdings, Inc. | Gift | 182,165 | - | $0 | Direct |
1-4 of 4 transactions