Joel David McNatt JR

Insider Reports History

Entity
Individual
Location
C/O Assetmark Financial Holdings Inc., 1655 Grant St 10 Th Floor, Concord, CA
Signature
/s/ Celeste Angelich, as Attorney-in-Fact, for Joel David McNatt Jr.
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 Joel David McNatt JR:

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

Insider Reports Filed by Joel David McNatt JR

Symbol Company Period Transactions Value $ Form Type Date Filed Role
AMK AssetMark Financial Holdings, Inc. Sep 5, 2024 7 -$1.32M 4 Sep 6, 2024 EVP, Investment Solutions
AMK AssetMark Financial Holdings, Inc. Aug 7, 2024 1 $0 4 Aug 7, 2024 EVP, Investment Solutions
AMK AssetMark Financial Holdings, Inc. Jul 26, 2024 6 $0 4 Jul 29, 2024 EVP, Investment Solutions
AMK AssetMark Financial Holdings, Inc. Jun 10, 2024 2 -$181K 4 Jun 11, 2024 EVP, Investment Solutions
AMK AssetMark Financial Holdings, Inc. Nov 17, 2023 1 -$101K 4 Jan 26, 2024 EVP, Investment Solutions
AMK AssetMark Financial Holdings, Inc. Jun 8, 2023 3 -$52.6K 4 Jun 12, 2023 EVP, Investment Solutions
AMK AssetMark Financial Holdings, Inc. Jun 8, 2022 3 -$16K 4/A Jul 7, 2022 EVP, Investment Solutions
AMK AssetMark Financial Holdings, Inc. Sep 14, 2021 0 $0 3/A Feb 9, 2024 EVP, Investment Solutions
AMK AssetMark Financial Holdings, Inc. Sep 14, 2021 0 $0 3 Sep 24, 2021 EVP, Investment Solutions