Mukesh Mehta Transfers Shares of AssetMark Financial Holdings Inc (AMK) — SEC Form 4, Aug 15, 2024
SEC Form 4 · No Market Transaction
Gift
Transfer of shares as a gift.
Equity Position
305K sh
304,791 → 304,791
Filing Lag
2 business days
within 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 |
| 2024-06-11 | Sell | -$305,461 | View |
| 2023-06-12 | Sell | -$124,989 | View |
| 2022-06-10 | Sell | -$48,416 | View |
| 2021-11-12 | Sell | -$841,138 | View |
Non-Derivative Securities Transactions
Footnotes (3)
- F1
- Shares transferred from the Reporting Person to the Mehta Living Trust, dated March 4, 2022. Show more
- F2
- Represents shares acquired by the Mehta Living Trust, dated March 4, 2022. Show more
- F3
- Shares are held by the Mehta Living Trust dated March 4, 2022, of which both the Reporting Person and his spouse are trustees. 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
GET /v1/forms/4/0001591587-24-000051
API docs
View Original SEC Filing