Joel David Mcnatt Jr Transfers Shares of AssetMark Financial Holdings Inc (AMK) — SEC Form 4, Aug 07, 2024
SEC Form 4 · No Market Transaction
Gift
Transfer of shares as a gift.
Equity Position
37.5K sh
51,503 → 37,529
Equity Change
-27.1%
shares held after vs before
Filing Lag
0 business days
within 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 |
| 2024-07-29 | Gift/Other | — | View |
| 2024-06-11 | Sell | -$181,203 | View |
| 2024-01-26 | Sell | -$100,680 | View |
| 2023-06-12 | Sell | -$52,621 | View |
Non-Derivative Securities Transactions
| Title | Date | Type | Shares | Price | Net Total | Post-Txn | Ownership |
|---|---|---|---|---|---|---|---|
| Common StockF1 | 2024-08-07 | G - Gift | 13,974 D | $0.00 | — | 28,585 | Direct |
Footnotes (3)
- F1
- Represents a donation to the Roberts McNatt Family Charitable Account. Show more
- F2
- Shares held by the Roberts McNatt Living Trust dated December 6, 2018. Show more
- F3
- The Reporting Person disclaims beneficial ownership of the shares held by his minor children in their custodial account except to the extent of his pecuniary interest therein, and this Report should not be deemed an admission that the Reporting Person is the beneficial owner of the shares for purposes of Section 16 or any other purpose. Show more
Remarks
The Reporting Person did not sell any of the shares reported on this Form 4.
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
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