McNatt Joel David JR 4
4 · AssetMark Financial Holdings, Inc. · Filed Aug 7, 2024
Insider Transaction Report
Form 4
McNatt Joel David JR
EVP, Investment Solutions
Transactions
- Gift
Common Stock
2024-08-07−13,974→ 28,585 total
Holdings
- 2,080(indirect: By Children)
Common Stock
- 6,864(indirect: By Trust)
Common Stock
Footnotes (3)
- [F1]Represents a donation to the Roberts McNatt Family Charitable Account.
- [F2]Shares held by the Roberts McNatt Living Trust dated December 6, 2018.
- [F3]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.