MCNATT JOEL DAVID JR (EVP, Investment Solutions) sold 8.9% of their position (5.27K shares) of ASSETMARK FINANCIAL HOLDINGS, INC. on the open market
Open‑market sale worth $181.2K — a moderate reduction. Review remaining holdings and any 10b5‑1 plan disclosures.
S · 2 sales
Filed: 6/11/2024ACC: 0001591587-24-000028
Officer· EVP, Investment Solutions
Since Sep 2021
-5.27K
Net shares
Net seller
$181.2K
Total sold
2
Open market trades
0B · 2S
2
Total transactions
5.27K disposed
Non-Derivative Transactions2
Common Stock
Direct
Shares
−4.83K
Price / share
$34.41
Trade value
$166.20K
% of position
8.2%
6/10/2024
59.19K→54.36K
Common Stock
Direct
Shares
−437.00
Price / share
$34.33
Trade value
$15K
% of position
0.8%
6/10/2024
54.36K→53.93K
Total
Net shares
−5.27K
Net value
-$181.20K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 6/10/2024 | S · Sale | −4.83K | $34.41 | $166.20K | 8.2% | 59.19K | 54.36K |
| Common Stock Direct | 6/10/2024 | S · Sale | −437.00 | $34.33 | $15K | 0.8% | 54.36K | 53.93K |
| Total | −5.27K | -$181.20K | ||||||
Derivative Transactions0
No derivative transactions reported