Minta-Jacobs Esi — SEC Form 4 filings
SEC reporting owner CIK 1806039. 2 Form 4 filings on record with FilingPulse; latest filed 2024-09-06.
Transaction summary — filings shown
Covers all 2 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 — 2,529 shares, $86,998 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 5.
- Largest priced transaction: sale of 2,221 shares @ $34.41 ($76,425) 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) | HR & Digital Product Solutions | 2 | — | 2 legs · 2,529 sh · $86,998 | 5 |
Form 4 filings — Minta-Jacobs Esi
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2024-09-06 | 4 | AssetMark Financial Holdings, Inc. (AMK) | Disposition to issuer (D): 66,766 @ $35.25 · Disposition to issuer (D): 12,758 (derivative) · Disposition to issuer (D): 28,132 (derivative) · Disposition to issuer (D): 26,315 (derivative) · Disposition to issuer (D): 23,282 (derivative) | EDGAR |
| 2024-06-11 | 4 | AssetMark Financial Holdings, Inc. (AMK) | Sale (S): 2,221 @ $34.41 · Sale (S): 308 @ $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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