Mehta Mukesh — SEC Form 4 filings
SEC reporting owner CIK 1782585. 3 Form 4 filings on record with FilingPulse; latest filed 2024-09-06.
Transaction summary — filings shown
Covers all 3 filings on record, filed 2024-06-11 to 2024-09-06. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): none reported.
- Open-market sales (code S, non-derivative): 2 legs across 1 filing — 8,880 shares, $305,461 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 10.
- Largest priced transaction: sale of 7,634 shares @ $34.41 ($262,686) in AssetMark Financial Holdings, Inc., filed 2024-06-11.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| AssetMark Financial Holdings, Inc. (AMK) | EVP, Chief Information Officer | 3 | — | 2 legs · 8,880 sh · $305,461 | 10 |
Form 4 filings — Mehta Mukesh
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2024-09-06 | 4 | AssetMark Financial Holdings, Inc. (AMK) | Gift (G): 182,165 @ $0 · Gift (G): 182,165 @ $0 · Disposition to issuer (D): 224,505 @ $35.25 · Disposition to issuer (D): 80,286 @ $35.25 · Disposition to issuer (D): 62,095 (derivative) · Disposition to issuer (D): 80,377 (derivative) · +2 more | EDGAR |
| 2024-08-15 | 4 | AssetMark Financial Holdings, Inc. (AMK) | Gift (G): 262,451 @ $0 · Gift (G): 262,451 @ $0 | EDGAR |
| 2024-06-11 | 4 | AssetMark Financial Holdings, Inc. (AMK) | Sale (S): 7,634 @ $34.41 · Sale (S): 1,246 @ $34.33 | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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