Mukesh Mehta's Insider Trades & SAST Disclosures
Mukesh Mehta's most recent trade in Assetmark Financial Holdings Inc was a trade of 262,451 Common Stock done . Disclosure was reported to the exchange on Aug. 13, 2024.
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| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| Assetmark Financial Holdin... | Mukesh Mehta | EVP, Chief Information Officer | Gift of securities by or to the insider at price $ 0.00 per share. | 13 Aug 2024 | 262,451 | 262,451 (0%) | 0% | 0 | Common Stock | |
| Assetmark Financial Holdin... | Mukesh Mehta | EVP, Chief Information Officer | Gift of securities by or to the insider at price $ 0.00 per share. | 13 Aug 2024 | 262,451 | 42,340 (0%) | 0% | 0 | Common Stock | |
| Assetmark Financial Holdin... | Mukesh Mehta | EVP, Chief Information Officer | Sale of securities on an exchange or to another person at price $ 34.41 per share. | 10 Jun 2024 | 7,634 | 306,037 (0%) | 0% | 34.4 | 262,686 | Common Stock |
| Assetmark Financial Holdin... | Mukesh Mehta | EVP, Chief Information Officer | Sale of securities on an exchange or to another person at price $ 34.33 per share. | 10 Jun 2024 | 1,246 | 304,791 (0%) | 0% | 34.3 | 42,775 | Common Stock |
| Assetmark Financial Holdin... | Mukesh Mehta | EVP, Chief Information Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 08 Jun 2023 | 37,892 | 317,844 (0%) | 0% | 0 | Common Stock | |
| Assetmark Financial Holdin... | Mukesh Mehta | EVP, Chief Information Officer | Sale of securities on an exchange or to another person at price $ 30.04 per share. | 08 Jun 2023 | 3,318 | 314,526 (0%) | 0% | 30.0 | 99,673 | Common Stock |
| Assetmark Financial Holdin... | Mukesh Mehta | EVP, Chief Information Officer | Sale of securities on an exchange or to another person at price $ 29.61 per share. | 08 Jun 2023 | 855 | 313,671 (0%) | 0% | 29.6 | 25,317 | Common Stock |
| Assetmark Financial Holdin... | Mukesh Mehta | EVP, Chief Information Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 08 Jun 2022 | 19,298 | 282,414 (0%) | 0% | 0 | Common Stock | |
| Assetmark Financial Holdin... | Mukesh Mehta | EVP, Chief Information Officer | Sale of securities on an exchange or to another person at price $ 28.04 per share. | 10 Nov 2021 | 27,937 | 265,179 (0%) | 0% | 28.0 | 783,353 | Common Stock |
| Assetmark Financial Holdin... | Mukesh Mehta | EVP, Chief Information Officer | Sale of securities on an exchange or to another person at price $ 28.01 per share. | 10 Nov 2021 | 1,456 | 263,723 (0%) | 0% | 28.0 | 40,783 | Common Stock |
| Assetmark Financial Holdin... | Mukesh Mehta | EVP, Chief Information Officer | Sale of securities on an exchange or to another person at price $ 28.01 per share. | 10 Nov 2021 | 607 | 263,116 (0%) | 0% | 28.0 | 17,002 | Common Stock |
| Assetmark Financial Holdin... | Mukesh Mehta | EVP, Chief Information Officer | Sale of securities on an exchange or to another person at price $ 27.06 per share. | 02 Sep 2021 | 9,377 | 293,116 (0%) | 0% | 27.1 | 253,742 | Common Stock |
| Assetmark Financial Holdin... | Mukesh Mehta | EVP, Chief Information Officer | Sale of securities on an exchange or to another person at price $ 27.04 per share. | 25 Jun 2021 | 2,534 | 302,643 (0%) | 0% | 27.0 | 68,519 | Common Stock |
| Assetmark Financial Holdin... | Mukesh Mehta | EVP, Chief Information Officer | Sale of securities on an exchange or to another person at price $ 27.05 per share. | 17 Jun 2021 | 1,617 | 305,177 (0%) | 0% | 27.1 | 43,740 | Common Stock |
| Assetmark Financial Holdin... | Mukesh Mehta | EVP, Chief Information Officer | Sale of securities on an exchange or to another person at price $ 27.00 per share. | 16 Jun 2021 | 100 | 306,794 (0%) | 0% | 27 | 2,700 | Common Stock |
| Assetmark Financial Holdin... | Mukesh Mehta | EVP, Chief Information Officer | Sale of securities on an exchange or to another person at price $ 27.08 per share. | 09 Jun 2021 | 15,872 | 302,993 (0%) | 0% | 27.1 | 429,814 | Common Stock |
| Assetmark Financial Holdin... | Mukesh Mehta | EVP, Chief Information Officer | Sale of securities on an exchange or to another person at price $ 25.68 per share. | 09 Jun 2021 | 859 | 318,865 (0%) | 0% | 25.7 | 22,059 | Common Stock |
| Assetmark Financial Holdin... | Mukesh Mehta | EVP, Chief Information Officer | Sale of securities on an exchange or to another person at price $ 27.00 per share. | 09 Jun 2021 | 500 | 302,493 (0%) | 0% | 27 | 13,500 | Common Stock |
| Assetmark Financial Holdin... | Mukesh Mehta | EVP, Chief Information Officer | Sale of securities on an exchange or to another person at price $ 25.18 per share. | 09 Nov 2020 | 17,503 | 311,928 (0%) | 0% | 25.2 | 440,726 | Common Stock |
| Assetmark Financial Holdin... | Mukesh Mehta | EVP, Chief Information Officer | Sale of securities on an exchange or to another person at price $ 25.18 per share. | 09 Nov 2020 | 5,034 | 306,894 (0%) | 0% | 25.2 | 126,756 | Common Stock |
| Assetmark Financial Holdin... | Mukesh Mehta | EVP, Chief Information Officer | Sale of securities on an exchange or to another person at price $ 27.66 per share. | 03 Aug 2020 | 7,000 | 332,431 (0%) | 0% | 27.7 | 193,620 | Common Stock |
| Assetmark Financial Holdin... | Mukesh Mehta | EVP, Chief Information Officer | Sale of securities on an exchange or to another person at price $ 27.61 per share. | 03 Aug 2020 | 3,000 | 329,431 (0%) | 0% | 27.6 | 82,830 | Common Stock |
| Assetmark Financial Holdin... | Mukesh Mehta | EVP, Chief Information Officer | Sale of securities on an exchange or to another person at price $ 26.79 per share. | 01 Jul 2020 | 4,005 | 342,426 (0%) | 0% | 26.8 | 107,294 | Common Stock |
| Assetmark Financial Holdin... | Mukesh Mehta | EVP, Chief Information Officer | Sale of securities on an exchange or to another person at price $ 26.76 per share. | 01 Jul 2020 | 3,000 | 346,431 (0%) | 0% | 26.8 | 80,280 | Common Stock |
| Assetmark Financial Holdin... | Mukesh Mehta | EVP, Chief Information Officer | Sale of securities on an exchange or to another person at price $ 27.23 per share. | 01 Jul 2020 | 2,995 | 339,431 (0%) | 0% | 27.2 | 81,554 | Common Stock |
| Assetmark Financial Holdin... | Mukesh Mehta | EVP, Chief Information Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 09 Jun 2020 | 80,377 | 80,377 | - | - | Stock Appreciation Right | |
| Assetmark Financial Holdin... | Mukesh Mehta | EVP, Chief Information Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 09 Jun 2020 | 9,377 | 349,431 (0%) | 0% | 0 | Common Stock | |
| Assetmark Financial Holdin... | Mukesh Mehta | EVP, Chief Information Officer | Sale of securities on an exchange or to another person at price $ 25.35 per share. | 01 Jun 2020 | 4,100 | 345,954 (0%) | 0% | 25.4 | 103,935 | Common Stock |
| Assetmark Financial Holdin... | Mukesh Mehta | EVP, Chief Information Officer | Sale of securities on an exchange or to another person at price $ 26.40 per share. | 01 Jun 2020 | 3,000 | 340,054 (0%) | 0% | 26.4 | 79,200 | Common Stock |
| Assetmark Financial Holdin... | Mukesh Mehta | EVP, Chief Information Officer | Sale of securities on an exchange or to another person at price $ 26.41 per share. | 01 Jun 2020 | 2,900 | 343,054 (0%) | 0% | 26.4 | 76,589 | 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