McNatt Joel David JR
SEC insider (Form 3/4/5 filer). CIK 0001884460. EVP, Investment Solutions at AssetMark Financial Holdings, Inc. (AMK). 3 reported Form 4/5 transactions since Sep 2024; latest on Sep 5, 2024. Located in CONCORD, CA.
Companies McNatt Joel David JR has filed insider reports for
- AssetMark Financial Holdings, Inc. (AMK): Officer, EVP, Investment Solutions
McNatt Joel David JR
CIK: 0001884460
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, …)3 (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 (3 total)
- Sep 5, 2024AMK
AssetMark Financial Holdings, Inc.
DispositionDirect28.6K shares at avg. $35.25$1.0M - Sep 5, 2024AMK
AssetMark Financial Holdings, Inc.
DispositionIndirect2.1K shares at avg. $35.25$73K - Sep 5, 2024AMK
AssetMark Financial Holdings, Inc.
DispositionIndirect6.9K shares at avg. $35.25$242K
1-3 of 3 transactions