MEHTA MUKESH (EVP, Chief Information Officer) reported 2 transactions at ASSETMARK FINANCIAL HOLDINGS, INC.
Review the transaction codes below to understand the nature of each event.
Filed: 8/15/2024ACC: 0001591587-24-000051
Officer· EVP, Chief Information Officer
Since Jul 2019
0.00
Net shares
Net seller
$0.00
Total acquired
0
Open market trades
0B · 0S
2
Total transactions
262.45K acquired · 262.45K disposed
Non-Derivative Transactions2
Common Stock
Direct
Shares
−262.45K
Price / share
—
Trade value
—
% of position
86.1%
8/13/2024
304.79K→42.34K
Common Stock
Indirect
Shares
+262.45K
Price / share
—
Trade value
—
% of position
New position
8/13/2024
0.00→262.45K
Total
Net shares
+0.00
Net value
$0.00
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 8/13/2024 | G · Gift | −262.45K | — | — | 86.1% | 304.79K | 42.34K |
| Common Stock Indirect | 8/13/2024 | G · Gift | +262.45K | — | — | New position | 0.00 | 262.45K |
| Total | +0.00 | $0.00 | ||||||
Derivative Transactions0
No derivative transactions reported