Joel David McNatt JR

Insider Reports History

Location
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:

Company Role Class Num Shares Value Price $ Report Date Ownership
AssetMark Financial Holdings, Inc. EVP, Investment Solutions Common Stock 0 $0 $35.25 05 Sep 2024 By Child
AssetMark Financial Holdings, Inc. EVP, Investment Solutions Common Stock 0 $0 $35.25 05 Sep 2024 By Roberts McNatt Living Trust
AssetMark Financial Holdings, Inc. EVP, Investment Solutions Common Stock 0 $0 $35.25 05 Sep 2024 Direct
AssetMark Financial Holdings, Inc. EVP, Investment Solutions Employee Stock Option (right to buy) 0 05 Sep 2024 Direct
AssetMark Financial Holdings, Inc. EVP, Investment Solutions Stock Appreciation Right 0 05 Sep 2024 Direct

Insider Reports Filed by Joel David McNatt JR

Symbol Company Period Transactions Value $ Form Type Role Filing Time
/report/000159158724000082-mcnatt-joel-david-jr-2024-09-05 AssetMark Financial Holdings, Inc. 05 Sep 2024 7 -$1,322,897 4 EVP, Investment Solutions 06 Sep 2024, 16:06
/report/000159158724000047-mcnatt-joel-david-jr-2024-08-07 AssetMark Financial Holdings, Inc. 07 Aug 2024 1 $0 4 EVP, Investment Solutions 07 Aug 2024, 19:06
/report/000159158724000043-mcnatt-joel-david-jr-2024-07-26 AssetMark Financial Holdings, Inc. 26 Jul 2024 6 $0 4 EVP, Investment Solutions 29 Jul 2024, 18:07
/report/000159158724000028-mcnatt-joel-david-jr-2024-06-10 AssetMark Financial Holdings, Inc. 10 Jun 2024 2 -$181,203 4 EVP, Investment Solutions 11 Jun 2024, 20:14
/report/000159158724000002-mcnatt-joel-david-jr-2023-11-17 AssetMark Financial Holdings, Inc. 17 Nov 2023 1 -$100,680 4 EVP, Investment Solutions 26 Jan 2024, 17:31
/report/000159158723000020-mcnatt-joel-david-jr-2023-06-08 AssetMark Financial Holdings, Inc. 08 Jun 2023 3 -$52,621 4 EVP, Investment Solutions 12 Jun 2023, 19:07
/report/000120919122041485-mcnatt-joel-david-jr-2022-06-08-restatement AssetMark Financial Holdings, Inc. 08 Jun 2022 3 -$15,970 4/A EVP, Investment Solutions 07 Jul 2022, 17:05
/report/000159158724000004-mcnatt-joel-david-jr-2021-09-14 AssetMark Financial Holdings, Inc. 14 Sep 2021 0 $0 3/A EVP, Investment Solutions 09 Feb 2024, 18:53
/report/000120919121057701-mcnatt-joel-david-jr-2021-09-14 AssetMark Financial Holdings, Inc. 14 Sep 2021 0 $0 3 EVP, Investment Solutions 24 Sep 2021, 18:09