Joel David JR McNatt
CIK 1884460 · EVP, Investment Solutions · last filed 2024-09-06
Joel David JR McNatt is an EVP, Investment Solutions who has filed 8 SEC Form 4 insider transactions across 1 company since 2022. The most recent filing shows the insider disposed of $1.3M of AMK on Sep 6, 2024. Across all open-market trades the lifetime net is −$366.4K, making them a net seller over the disclosed history.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
$0
1
8
-$366.4K
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| AssetMark Financial Holdings, Inc. (AMK) Delisted | EVP, Investment Solutions | 0 | $35.24 | $0 | -$366.4K | 8 | 2024-09-06 |
Recent Filings
8 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2024-09-06 | AssetMark Financial Holdings, Inc. (AMK) Delisted | Disp (D) | −37,529 | -$1.32M | EDGAR |
| 2024-08-07 | AssetMark Financial Holdings, Inc. (AMK) Delisted | Gift (G) | −13,974 | $0 | EDGAR |
| 2024-07-29 | AssetMark Financial Holdings, Inc. (AMK) Delisted | Gift (G) | −2,423 | $0 | EDGAR |
| 2024-06-11 | AssetMark Financial Holdings, Inc. (AMK) Delisted | Sell (S) | −5,267 | -$181.2K | EDGAR |
| 2024-01-26 | AssetMark Financial Holdings, Inc. (AMK) Delisted | Sell (S) | −4,000 | -$100.7K | EDGAR |
| 2023-06-12 | AssetMark Financial Holdings, Inc. (AMK) Delisted | Mixed | +27,524 | -$52.6K | EDGAR |
| 2022-07-07 | AssetMark Financial Holdings, Inc. (AMK) Delisted | Mixed | +9,713 | -$16.0K | EDGAR |
| 2022-06-10 | AssetMark Financial Holdings, Inc. (AMK) Delisted | Mixed | +9,713 | -$16.0K | EDGAR |