Ownership

Joel David McNatt JR - EVP, Investment Solutions at AssetMark Financial Holdings, Inc.

Insider Transactions and Holdings

Entity Type: Individual
Role: EVP, Investment Solutions
Stock Symbol: AMK on NYSE
Industry: Investment Advice
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Joel David McNatt JR - trading volume in the past year for AssetMark Financial Holdings, Inc.

	Shares	%	Avg Price	Total $
Buys
Sells	-5.27K	100%	$34.40	-$181K
Net	-5.27K	-100%		-$181K

Holdings reported by Joel David McNatt JR for AssetMark Financial Holdings, Inc.

Class	Num Shares	Value	Price $	Transaction Date	Ownership	Underlying Class	Underlying Amount
Common Stock	0	$0	$35.25	Sep 5, 2024	By Child
Common Stock	0	$0	$35.25	Sep 5, 2024	By Roberts McNatt Living Trust
Common Stock	0	$0	$35.25	Sep 5, 2024	Direct
Employee Stock Option (right to buy)	0			Sep 5, 2024	Direct	Common Stock
Stock Appreciation Right	0			Sep 5, 2024	Direct	Common Stock

Transactions reported by Joel David McNatt JR for AssetMark Financial Holdings, Inc.

Sym	Class	Transaction	%	Value $	* Price $	Shares	Shares After	Date	Ownership

* An asterisk sign (*) next to the price indicates that the price is likely invalid.