MCNATT JOEL DAVID JR (EVP, Investment Solutions) reported 1 transaction at ASSETMARK FINANCIAL HOLDINGS, INC.
Review the transaction codes below to understand the nature of each event.
Filed: 8/7/2024ACC: 0001591587-24-000047
Officer· EVP, Investment Solutions
Since Sep 2021
-13.97K
Net shares
Net seller
$0.00
Total acquired
0
Open market trades
0B · 0S
1
Total transactions
13.97K disposed
Non-Derivative Transactions1
Common Stock
Direct
Shares
−13.97K
Price / share
—
Trade value
—
% of position
32.8%
8/7/2024
42.56K→28.59K
Total
Net shares
−13.97K
Net value
$0.00
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 8/7/2024 | G · Gift | −13.97K | — | — | 32.8% | 42.56K | 28.59K |
| Total | −13.97K | $0.00 | ||||||
Derivative Transactions0
No derivative transactions reported
Non-Derivative Holdings (Post-Transaction)2
Common Stock
IndirectShares owned6.86K
Common Stock
IndirectShares owned2.08K
Total
8.94K indirect8.94K
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Common Stock | 6.86K | Indirect |
| Common Stock | 2.08K | Indirect |
| Total | 8.94K | 8.94K indirect |
Derivative Holdings (Post-Transaction)0
No derivative holdings reported