Mukesh Mehta

Insider Reports History

Entity
Individual
Location
C/O Assetmark Financial Holdings, Inc., 1655 Grant Street, 10 Th Floor, Concord, CA
Signature
/s/ Celeste Angelich, as Attorney-in-Fact, for Mukesh Mehta
All insider transactions
Transactions in reports broken out by “transaction date” reported in original SEC filing, see here for transactions aggregated across transaction date

Holdings reported by Mukesh Mehta:

Stock Role Class Num Shares Value Price $ Report Date Ownership
AssetMark Financial Holdings, Inc. EVP, Chief Information Officer Common Stock 0 $0 $35.25 Sep 5, 2024 By Mehta Living Trust
AssetMark Financial Holdings, Inc. EVP, Chief Information Officer Common Stock 0 $0 $35.25 Sep 5, 2024 Direct
AssetMark Financial Holdings, Inc. EVP, Chief Information Officer Employee Stock Option (right to buy) 0 Sep 5, 2024 Direct
AssetMark Financial Holdings, Inc. EVP, Chief Information Officer Stock Appreciation Right 0 Sep 5, 2024 Direct

Insider Reports Filed by Mukesh Mehta

Symbol Company Period Transactions Value $ Form Type Date Filed Role
AMK AssetMark Financial Holdings, Inc. Sep 3, 2024 8 -$10.7M 4 Sep 6, 2024 EVP, Chief Information Officer
AMK AssetMark Financial Holdings, Inc. Aug 13, 2024 2 $0 4 Aug 15, 2024 EVP, Chief Information Officer
AMK AssetMark Financial Holdings, Inc. Jun 10, 2024 2 -$305K 4 Jun 11, 2024 EVP, Chief Information Officer
AMK AssetMark Financial Holdings, Inc. Jun 8, 2023 3 -$125K 4 Jun 12, 2023 EVP, Chief Information Officer
AMK AssetMark Financial Holdings, Inc. Jun 8, 2022 1 $0 4/A Jul 7, 2022 EVP, Chief Information Officer
AMK AssetMark Financial Holdings, Inc. Nov 10, 2021 3 -$841K 4 Nov 12, 2021 EVP, Chief Information Officer
AMK AssetMark Financial Holdings, Inc. Sep 2, 2021 1 -$254K 4 Sep 3, 2021 EVP, Chief Information Officer
AMK AssetMark Financial Holdings, Inc. Jun 25, 2021 1 -$68.5K 4 Jun 25, 2021 EVP, Chief Information Officer
AMK AssetMark Financial Holdings, Inc. Jun 17, 2021 1 -$43.7K 4 Jun 17, 2021 EVP, Chief Information Officer
AMK AssetMark Financial Holdings, Inc. Jun 16, 2021 1 -$2.7K 4 Jun 16, 2021 EVP, Chief Information Officer
AMK AssetMark Financial Holdings, Inc. Jun 9, 2021 3 -$465K 4/A Sep 3, 2021 EVP, Chief Information Officer
AMK AssetMark Financial Holdings, Inc. May 7, 2020 2 -$501K 4 Sep 2, 2021 EVP, Chief Information Officer