McNatt Joel David JR

EVP, Investment SolutionsAssetMark Financial Holdings, Inc. (AMK) · full profile →Form 4 · filed Sep 6, 2024
No Open-Market Flow
Open-Market Buys
$0
Open-Market Sells
$0
Net Open-Market Flow
$0
Transactions
7
3 non-derivative · 4 derivative

Non-Derivative Transactions (Table I)

DateActionSharesPriceValueOwned After
Sep 5, 2024Disposed to issuer(D)7K$35.25$242K0
Sep 5, 2024Disposed to issuer(D)2K$35.25$73K0
Sep 5, 2024Disposed to issuer(D)29K$35.25$1.0M0

Derivative Transactions (Table II)

DateActionSharesPriceValueOwned After
Sep 5, 2024Disposed to issuer(D)23K0
Sep 5, 2024Disposed to issuer(D)45K0
Sep 5, 2024Disposed to issuer(D)13K0
Sep 5, 2024Disposed to issuer(D)9K0

Transaction Codes

D
Disposition to the issuer

Data Source & Provenance

Parsed from a single SEC EDGAR Form 4 filing (accession 0001591587-24-000082) within minutes of acceptance. Every field above traces to the original document. Verify it directly: