Joel David Mcnatt Jr Sells $101K of AssetMark Financial Holdings Inc (AMK) — SEC Form 4, Jan 26, 2024
Open-Market Net Sale · SEC Form 4
−$100,680
Equity position changed by -6.6%
Equity Position
56.3K sh
60,319 → 56,319
Equity Change
-6.6%
shares held after vs before
Filing Lag
46 business days
late vs 2-day SEC deadline
Form 4 · Statement of Changes in Beneficial Ownership
Reporting Owner
| Name | Relationship |
|---|---|
| Joel David Mcnatt Jr CIK 0001884460 |
EVP
|
Joel David Mcnatt Jr 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 | - | — | View |
| 2024-08-07 | Gift/Other | — | View |
| 2024-07-29 | Gift/Other | — | View |
| 2024-06-11 | Sell | -$181,203 | View |
| 2023-06-12 | Sell | -$52,621 | View |
Non-Derivative Securities Transactions
| Title | Date | Type | Shares | Price | Net Total | Post-Txn | Ownership |
|---|---|---|---|---|---|---|---|
| Common StockF1 | 2023-11-17 | S - Sale | 4,000 D | $25.17 | -$100,680 | 56,319 | Direct |
Footnotes (1)
- F1
- These transactions were executed in multiple trades at prices ranging from $25.16 to $25.18. 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 transactions were effected. Show more
Related 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/4/0001591587-24-000002
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