McNatt Joel David JR

CIK 00018844601 companyCONCORD, CA

SEC Profile

Transactions

Companies

Filings

CIK

0001884460

Recent Transactions

20 trades

Disposition to Issuer
AssetMark Financial Holdings, Inc.
Stock Appreciation Right
2024-09-05−9,377→ 0 total
Disposition to Issuer
AssetMark Financial Holdings, Inc.
Common Stock
2024-09-05$35.25/sh−6,864→ 0 total
Disposition to Issuer
AssetMark Financial Holdings, Inc.
Common Stock
2024-09-05$35.25/sh−28,585→ 0 total
Disposition to Issuer
AssetMark Financial Holdings, Inc.
Common Stock
2024-09-05$35.25/sh−2,080→ 0 total
Disposition to Issuer
AssetMark Financial Holdings, Inc.
Stock Appreciation Right
2024-09-05−23,282→ 0 total
Disposition to Issuer
AssetMark Financial Holdings, Inc.
Employee Stock Option (right to buy)
2024-09-05−12,758→ 0 total
Disposition to Issuer
AssetMark Financial Holdings, Inc.
Stock Appreciation Right
2024-09-05−45,111→ 0 total
Gift
AssetMark Financial Holdings, Inc.
Common Stock
2024-08-07−13,974→ 28,585 total
Gift
AssetMark Financial Holdings, Inc.
Common Stock
2024-07-26−1,450→ 52,476 total
Gift
AssetMark Financial Holdings, Inc.
Common Stock
2024-07-26−2,080→ 50,396 total
Gift
AssetMark Financial Holdings, Inc.
Common Stock
2024-07-26+2,080→ 2,080 total
Gift
AssetMark Financial Holdings, Inc.
Common Stock
2024-07-26+6,864→ 6,864 total
Gift
AssetMark Financial Holdings, Inc.
Common Stock
2024-07-26−6,864→ 42,559 total
Gift
AssetMark Financial Holdings, Inc.
Common Stock
2024-07-26−973→ 49,423 total
Sale
AssetMark Financial Holdings, Inc.
Common Stock
2024-06-10$34.41/sh−4,830→ 54,363 total
Sale
AssetMark Financial Holdings, Inc.
Common Stock
2024-06-10$34.33/sh−437→ 53,926 total
Sale
AssetMark Financial Holdings, Inc.
Common Stock
2023-11-17$25.17/sh−4,000→ 56,319 total
Sale
AssetMark Financial Holdings, Inc.
Common Stock
2023-06-09$29.61/sh−300→ 60,319 total
Sale
AssetMark Financial Holdings, Inc.
Common Stock
2023-06-08$30.04/sh−1,456→ 60,619 total
Award
AssetMark Financial Holdings, Inc.
Common Stock
2023-06-08+29,280→ 62,075 total

Companies

AssetMark Financial Holdings, Inc.
EVP, Investment Solutions

Recent Filings

Address

C/O ASSETMARK FINANCIAL HOLDINGS, INC. 1655 GRANT STREET, 10TH FLOOR

CONCORD, CA, 94520

View on SEC.gov