Mukesh Mehta - Net Worth and Insider Trading
Mukesh Mehta Net Worth
The estimated net worth of Mukesh Mehta is at least $11 Million dollars as of 2024-05-28. Mukesh Mehta is the EVP, Chief Information Officer of AssetMark Financial Holdings Inc and owns about 313,671 shares of AssetMark Financial Holdings Inc (AMK) stock worth over $11 Million. Details can be seen in Mukesh Mehta's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Mukesh Mehta has not made any transactions after 2023-06-09 and currently still holds the listed stock(s).
Transaction Summary of Mukesh Mehta
Mukesh Mehta Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Mukesh Mehta owns 1 companies in total, including AssetMark Financial Holdings Inc (AMK) .
Click here to see the complete history of Mukesh Mehta’s form 4 insider trades.
Insider Ownership Summary of Mukesh Mehta
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| AMK | AssetMark Financial Holdings Inc | 2023-06-09 | EVP & Chief Information Officer |
Mukesh Mehta Latest Holdings Summary
Mukesh Mehta currently owns a total of 1 stock. Mukesh Mehta owns 313,671 shares of AssetMark Financial Holdings Inc (AMK) as of June 9, 2023, with a value of $11 Million.
Latest Holdings of Mukesh Mehta
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| AMK | AssetMark Financial Holdings Inc | 2023-06-09 | 313,671 | 34.10 | 10,696,181 |
Holding Weightings of Mukesh Mehta
Mukesh Mehta Form 4 Trading Tracker
According to the SEC Form 4 filings, Mukesh Mehta has made a total of 14 transactions in AssetMark Financial Holdings Inc (AMK) over the past 5 years, including 1 buys and 13 sells. The most-recent trade in AssetMark Financial Holdings Inc is the sale of 4,173 shares on June 9, 2023, which brought Mukesh Mehta around $124,981.
Insider Trading History of Mukesh Mehta
- 1
Mukesh Mehta Trading Performance
GuruFocus tracks the stock performance after each of Mukesh Mehta's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Mukesh Mehta is 1.65%. GuruFocus also compares Mukesh Mehta's trading performance to market benchmark return within the same time period. The performance of stocks bought by Mukesh Mehta within 3 months outperforms 1 times out of 1 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Mukesh Mehta's insider trading performs compared to the benchmark.
Performance of Mukesh Mehta
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 1.5 | | | | | |
| Relative Return to S&P 500(%) | 3.58 | | | | | |
Mukesh Mehta Ownership Network
Mukesh Mehta Owned Company Details
What does AssetMark Financial Holdings Inc do?
Who are the key executives at AssetMark Financial Holdings Inc?
Mukesh Mehta is the EVP & Chief Information Officer of AssetMark Financial Holdings Inc. Other key executives at AssetMark Financial Holdings Inc include EVP & Chief Operating Officer Carrie E. Hansen , EVP & Investment Solutions Mcnatt Joel David Jr , and EVP & General Counsel Ted F. Angus .
AssetMark Financial Holdings Inc (AMK) Insider Trades Summary
Over the past 18 months, Mukesh Mehta made 1 insider transaction in AssetMark Financial Holdings Inc (AMK) with a net sale of 4,173. 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.
AssetMark Financial Holdings Inc Insider Transactions
Mukesh Mehta Mailing Address
Above is the net worth, insider trading, and ownership report for Mukesh Mehta. You might contact Mukesh Mehta via mailing address: C/o Assetmark Financial Holdings, Inc., 1655 Grant Street, 10th Floor, Concord Ca 94520.
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