David Joel McNatt's Insider Trades & SAST Disclosures
David Joel McNatt's most recent trade in Assetmark Financial Holdings Inc was a trade of 13,974 Common Stock done . Disclosure was reported to the exchange on Aug. 7, 2024.
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"Balanced Fund": Use this format with quotation marks to find the exact phrase. The output matches
"Balanced Fund"
but not "Balanced Growth Fund"
Balanced Fund: Use this format without quotation marks to search for all funds related to the term
"Balanced Fund" The results may include
"Balanced Income Fund", "Balanced Growth Fund" and any fund name containing "Balanced Fund".
| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| Assetmark Financial Holdin... | Joel David McNatt | EVP, Investment Solutions | Gift of securities by or to the insider at price $ 0.00 per share. | 07 Aug 2024 | 13,974 | 28,585 (0%) | 0% | 0 | Common Stock | |
| Assetmark Financial Holdin... | Joel David McNatt | EVP, Investment Solutions | Gift of securities by or to the insider at price $ 0.00 per share. | 26 Jul 2024 | 6,864 | 42,559 (0%) | 0% | 0 | Common Stock | |
| Assetmark Financial Holdin... | Joel David McNatt | EVP, Investment Solutions | Gift of securities by or to the insider at price $ 0.00 per share. | 26 Jul 2024 | 6,864 | 6,864 (0%) | 0% | 0 | Common Stock | |
| Assetmark Financial Holdin... | Joel David McNatt | EVP, Investment Solutions | Gift of securities by or to the insider at price $ 0.00 per share. | 26 Jul 2024 | 2,080 | 2,080 (0%) | 0% | 0 | Common Stock | |
| Assetmark Financial Holdin... | Joel David McNatt | EVP, Investment Solutions | Gift of securities by or to the insider at price $ 0.00 per share. | 26 Jul 2024 | 2,080 | 50,396 (0%) | 0% | 0 | Common Stock | |
| Assetmark Financial Holdin... | Joel David McNatt | EVP, Investment Solutions | Gift of securities by or to the insider at price $ 0.00 per share. | 26 Jul 2024 | 1,450 | 52,476 (0%) | 0% | 0 | Common Stock | |
| Assetmark Financial Holdin... | Joel David McNatt | EVP, Investment Solutions | Gift of securities by or to the insider at price $ 0.00 per share. | 26 Jul 2024 | 973 | 49,423 (0%) | 0% | 0 | Common Stock | |
| Assetmark Financial Holdin... | Joel David McNatt | EVP, Investment Solutions | Sale of securities on an exchange or to another person at price $ 34.41 per share. | 10 Jun 2024 | 4,830 | 54,363 (0%) | 0% | 34.4 | 166,200 | Common Stock |
| Assetmark Financial Holdin... | Joel David McNatt | EVP, Investment Solutions | Sale of securities on an exchange or to another person at price $ 34.33 per share. | 10 Jun 2024 | 437 | 53,926 (0%) | 0% | 34.3 | 15,002 | Common Stock |
| Assetmark Financial Holdin... | David Joel McNatt | EVP, Investment Solutions | Sale of securities on an exchange or to another person at price $ 25.17 per share. | 17 Nov 2023 | 4,000 | 56,319 (0%) | 0% | 25.2 | 100,680 | Common Stock |
| Assetmark Financial Holdin... | Joel David McNatt | EVP, Investment Solutions | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 08 Jun 2023 | 29,280 | 62,075 (0%) | 0% | 0 | Common Stock | |
| Assetmark Financial Holdin... | Joel David McNatt | EVP, Investment Solutions | Sale of securities on an exchange or to another person at price $ 30.04 per share. | 08 Jun 2023 | 1,456 | 60,619 (0%) | 0% | 30.0 | 43,738 | Common Stock |
| Assetmark Financial Holdin... | Joel David McNatt | EVP, Investment Solutions | Sale of securities on an exchange or to another person at price $ 29.61 per share. | 08 Jun 2023 | 300 | 60,319 (0%) | 0% | 29.6 | 8,883 | Common Stock |
| Assetmark Financial Holdin... | Joel David McNatt | EVP, Investment Solutions | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 08 Jun 2022 | 10,526 | 33,608 (0%) | 0% | 0 | Common Stock | |
| Assetmark Financial Holdin... | Joel David McNatt | EVP, Investment Solutions | Sale of securities on an exchange or to another person at price $ 20.00 per share. | 08 Jun 2022 | 505 | 33,103 (0%) | 0% | 20 | 10,100 | Common Stock |
| Assetmark Financial Holdin... | Joel David McNatt | EVP, Investment Solutions | Sale of securities on an exchange or to another person at price $ 19.06 per share. | 08 Jun 2022 | 308 | 32,795 (0%) | 0% | 19.1 | 5,870 | Common Stock |
*All Values are in $ Million
Client Category: Promoter/ KMP/ Director / Immediate Relatives / Employee / etc
Security Type: Share/ Warrants / Convertible Debentures
Security Type: Share/ Warrants / Convertible Debentures
Data as reported to USA Exchanges