McNatt Joel David JR 4
4 · AssetMark Financial Holdings, Inc. · Filed Jul 29, 2024
Insider Transaction Report
Form 4
McNatt Joel David JR
EVP, Investment Solutions
Transactions
- Gift
Common Stock
2024-07-26−1,450→ 52,476 total - Gift
Common Stock
2024-07-26−973→ 49,423 total - Gift
Common Stock
2024-07-26−6,864→ 42,559 total - Gift
Common Stock
2024-07-26+6,864→ 6,864 total(indirect: By Trust) - Gift
Common Stock
2024-07-26+2,080→ 2,080 total(indirect: By Children) - Gift
Common Stock
2024-07-26−2,080→ 50,396 total
Footnotes (8)
- [F1]Represents a donation to the Roberts McNatt Family Charitable Account.
- [F2]The reported transaction involves the gift of 1,040 shares to each of the Reporting Person's children to a custodial account established pursuant to the Uniform Transfer to Minors Act ("UTMA") for which the Reporting Person serves as custodian. The Reporting Person disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein.
- [F3]Represents the acquisition of 1,040 shares by each of the Reporting Person's children in a gift from the Reporting Person to a custodial account established pursuant to the Uniform Transfer to Minors Act ("UTMA") for which the Reporting Person serves as custodian. The Reporting Person disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein.
- [F4]The Reporting Person disclaims beneficial ownership of the shares held by his minor children in their custodial account except to the extent of his pecuniary interest therein, and this Report should not be deemed an admission that the Reporting Person is the beneficial owner of the shares for purposes of Section 16 or any other purpose.
- [F5]Represents a gift to a relative of the Reporting Person who neither resides with nor is dependent upon the Reporting Person.
- [F6]Shares transferred to the Roberts McNatt Living Trust dated December 6, 2018.
- [F7]Represents shares acquired by the Roberts McNatt Living Trust dated December 6, 2018.
- [F8]Shares held by the Roberts McNatt Living Trust dated December 6, 2018.