Mcnatt Joel David Jr - Net Worth and Insider Trading

Mcnatt Joel David Jr Net Worth

The estimated net worth of Mcnatt Joel David Jr is at least $2 Million dollars as of 2024-05-28. Mcnatt Joel David Jr is the EVP, Investment Solutions of AssetMark Financial Holdings Inc and owns about 56,319 shares of AssetMark Financial Holdings Inc (AMK) stock worth over $2 Million. Details can be seen in Mcnatt Joel David Jr's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Mcnatt Joel David Jr has not made any transactions after 2023-11-17 and currently still holds the listed stock(s).

Transaction Summary of Mcnatt Joel David Jr

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Mcnatt Joel David Jr Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Mcnatt Joel David Jr owns 1 companies in total, including AssetMark Financial Holdings Inc (AMK) .

Click here to see the complete history of Mcnatt Joel David Jr’s form 4 insider trades.

Insider Ownership Summary of Mcnatt Joel David Jr

Ticker Comapny Transaction Date Type of Owner
AMK AssetMark Financial Holdings Inc 2023-11-17 EVP & Investment Solutions

Mcnatt Joel David Jr Latest Holdings Summary

Mcnatt Joel David Jr currently owns a total of 1 stock. Mcnatt Joel David Jr owns 56,319 shares of AssetMark Financial Holdings Inc (AMK) as of November 17, 2023, with a value of $2 Million.

Latest Holdings of Mcnatt Joel David Jr

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
AMK AssetMark Financial Holdings Inc 2023-11-17 56,319 34.10 1,920,478

Holding Weightings of Mcnatt Joel David Jr


Mcnatt Joel David Jr Form 4 Trading Tracker

According to the SEC Form 4 filings, Mcnatt Joel David Jr has made a total of 4 transactions in AssetMark Financial Holdings Inc (AMK) over the past 5 years, including 0 buys and 4 sells. The most-recent trade in AssetMark Financial Holdings Inc is the sale of 4,000 shares on November 17, 2023, which brought Mcnatt Joel David Jr around $100,680.

Insider Trading History of Mcnatt Joel David Jr

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Mcnatt Joel David Jr Trading Performance

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Mcnatt Joel David Jr Ownership Network

Ownership Network List of Mcnatt Joel David Jr

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Ownership Network Relation of Mcnatt Joel David Jr


Mcnatt Joel David Jr Owned Company Details

What does AssetMark Financial Holdings Inc do?

Who are the key executives at AssetMark Financial Holdings Inc?

Mcnatt Joel David Jr is the EVP & Investment Solutions of AssetMark Financial Holdings Inc. Other key executives at AssetMark Financial Holdings Inc include EVP & Chief Operating Officer Carrie E. Hansen , EVP & General Counsel Ted F. Angus , and EVP & Chief Information Officer Mukesh Mehta .

AssetMark Financial Holdings Inc (AMK) Insider Trades Summary

Over the past 18 months, Mcnatt Joel David Jr made 2 insider transaction in AssetMark Financial Holdings Inc (AMK) with a net sale of 5,756. Other recent insider transactions involving AssetMark Financial Holdings Inc (AMK) include a net sale of 17,075 shares made by Ted F. Angus , a net sale of 15,673 shares made by Carrie E. Hansen , and a net sale of 14,079 shares made by Natalie Grace Wolfsen .

In summary, during the past 3 months, insiders sold 0 shares of AssetMark Financial Holdings Inc (AMK) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 87,615 shares of AssetMark Financial Holdings Inc (AMK) were sold and 0 shares were bought by its insiders, resulting in a net sale of 87,615 shares.

AssetMark Financial Holdings Inc (AMK)'s detailed insider trading history can be found in Insider Trading Tracker table.

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AssetMark Financial Holdings Inc Insider Transactions

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Mcnatt Joel David Jr Mailing Address

Above is the net worth, insider trading, and ownership report for Mcnatt Joel David Jr. You might contact Mcnatt Joel David Jr via mailing address: C/o Assetmark Financial Holdings Inc., 1655 Grant St 10th Floor, Concord Ca 94520.

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