SEC Form 4 Reporting Owner · CIK 0001884460

Joel David Mcnatt Jr

EVP at AssetMark Financial Holdings Inc

Bought (12 mo) —
Sold (12 mo) —
Form 4 Filings 7
Companies 1
Filing Activity 2024-09-06 first filed 2022-06-10

Trading record

Open-market buys — 0 filings
Open-market sales −$350K 4 filings
Sales under a 10b5-1 plan 0% 0 of 4 sale filings · 1 undisclosed

Companies

Open-market shares bought and sold at each company, and the holding after the latest filing
CompanyRoleFilingsBoughtSoldNetHolding after latest filing
AMKAssetMark Insider tradingEVP7—11,836−11,8360 2024-09-06

Common-stock shares bought and sold on the open market, as reported on Form 4. The holding is what the latest filing at each company reported owning after its transactions.

Insider Trading History

Company Type Value Filed View filing
AMK AssetMark Financial Holdings Inc - — 2024-09-06
AMK AssetMark Financial Holdings Inc Gift/Other — 2024-08-07
AMK AssetMark Financial Holdings Inc Gift/Other — 2024-07-29
AMK AssetMark Financial Holdings Inc Sell -$181,203 2024-06-11
AMK AssetMark Financial Holdings Inc Sell -$100,680 2024-01-26
AMK AssetMark Financial Holdings Inc Sell -$52,621 2023-06-12
AMK AssetMark Financial Holdings Inc Sell -$15,970 2022-06-10