Mukesh Mehta Sells $501K of AssetMark Financial Holdings Inc (AMK) — SEC Form 4, Sep 02, 2021
Open-Market Net Sale · SEC Form 4
−$500,528
Equity position changed by -5.4%
Equity Position
350K sh
370,054 → 350,054
Equity Change
-5.4%
shares held after vs before
Filing Lag
331 business days
late vs 2-day SEC deadline
Form 4 · Statement of Changes in Beneficial Ownership
Reporting Owner
| Name | Relationship |
|---|---|
| Mukesh Mehta CIK 0001782585 |
EVP
|
Mukesh Mehta at AssetMark Financial Holdings Inc
Full insider history
Bought (12 mo)
—
Sold (12 mo)
—
More from this insider at AssetMark Financial Holdings Inc
| 2024-09-06 | Gift/Other | — | View |
| 2024-08-15 | Gift/Other | — | View |
| 2024-06-11 | Sell | -$305,461 | View |
| 2023-06-12 | Sell | -$124,989 | View |
| 2022-06-10 | Sell | -$48,416 | View |
Non-Derivative Securities Transactions
| Title | Date | Type | Shares | Price | Net Total | Post-Txn | Ownership |
|---|---|---|---|---|---|---|---|
| Common Stock | 2020-05-07 | S - Sale | 6,800 D | $25.00 | -$170,000 | 363,254 | Direct |
| Common StockF1 | 2020-05-08 | S - Sale | 13,200 D | $25.04 | -$330,528 | 350,054 | Direct |
Footnotes (1)
- F1
- These transactions were executed in multiple trades at prices ranging from $25.00 to $25.93. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Show more
Remarks
All transactions were executed pursuant to a Rule 10b5-1 plan entered into by the Reporting Person.
Show moreRelated filings at AssetMark Financial Holdings Inc
Institutional Holders
13F holders · Sep 30, 2024
1
institutional managers reporting a position
Largest by reported value
- Ronald Blue Trust, Inc. $4.7K
Other insiders at AssetMark Financial Holdings Inc
GET /v1/forms/4/0001209191-21-054580
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View Original SEC Filing