McNatt Joel David JR — SEC Form 4 filings
SEC reporting owner CIK 1884460. 5 Form 4 filings on record with FilingPulse; latest filed 2024-09-06.
Transaction summary — filings shown
Covers all 5 filings on record, filed 2024-01-26 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): 3 legs across 2 filings — 9,267 shares, $281,883 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 14.
- Largest priced transaction: sale of 4,830 shares @ $34.41 ($166,200) 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, Investment Solutions | 5 | — | 3 legs · 9,267 sh · $281,883 | 14 |
Form 4 filings — McNatt Joel David JR
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2024-09-06 | 4 | AssetMark Financial Holdings, Inc. (AMK) | Disposition to issuer (D): 28,585 @ $35.25 · Disposition to issuer (D): 2,080 @ $35.25 · Disposition to issuer (D): 6,864 @ $35.25 · Disposition to issuer (D): 12,758 (derivative) · Disposition to issuer (D): 45,111 (derivative) · Disposition to issuer (D): 23,282 (derivative) · +1 more | EDGAR |
| 2024-08-07 | 4 | AssetMark Financial Holdings, Inc. (AMK) | Gift (G): 13,974 @ $0 | EDGAR |
| 2024-07-29 | 4 | AssetMark Financial Holdings, Inc. (AMK) | Gift (G): 1,450 @ $0 · Gift (G): 2,080 @ $0 · Gift (G): 2,080 @ $0 · Gift (G): 973 @ $0 · Gift (G): 6,864 @ $0 · Gift (G): 6,864 @ $0 | EDGAR |
| 2024-06-11 | 4 | AssetMark Financial Holdings, Inc. (AMK) | Sale (S): 4,830 @ $34.41 · Sale (S): 437 @ $34.33 | EDGAR |
| 2024-01-26 | 4 | AssetMark Financial Holdings, Inc. (AMK) | Sale (S): 4,000 @ $25.17 | 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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