TC |
Stat |
Stk |
Ins |
Fil |
+d |
+w |
+m |
+q |
+h |
+y |
avg |
|---|
Filing Date |
T Date |
Ticker |
Issuer | Inc | Sector |
Ind | Industry |
Owner |
oSt |
Rel |
Title |
T |
TVal |
Price |
L |
Qty |
oc |
Own |
H |
r2y |
r1y |
r6m |
r3m |
r6w |
r3w |
r7d |
r3d |
f1d |
f1w |
f1m |
f3m |
f6m |
f1y |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
6/11/24 20:14 | 6/10/24 | AMK | Assetmark Financial Holdings, Inc. | DE | Financ | InvAdv | Investment Advice | McNatt Joel David Jr | CA | O | EVP,Inve | S | -181 | 34.40 | 0 | -5 | -9 | 54 | D | ||||||||||||||
1/26/24 17:31 | 11/17/23 | AMK | Assetmark Financial Holdings, Inc. | DE | Financ | InvAdv | Investment Advice | McNatt Joel David Jr | CA | O | EVP,Inve | S | -101 | 25.17 | 0 | -4 | -7 | 56 | D | ||||||||||||||
6/12/23 19:07 | 6/8/23 | AMK | Assetmark Financial Holdings, Inc. | DE | Financ | InvAdv | Investment Advice | McNatt Joel David Jr | CA | O | EVP,Inve | S.m | -53 | 29.97 | 0 | -2 | -3 | 60 | D | ||||||||||||||
7/7/22 17:05 | 6/9/22 | AMK | Assetmark Financial Holdings, Inc. | DE | Financ | InvAdv | Investment Advice | McNatt Joel David Jr | CA | O | EVP,Inve | S.am | -16 | 19.64 | 0 | -1 | -2 | 33 | D | ||||||||||||||
6/10/22 20:59 | 6/9/22 | AMK | Assetmark Financial Holdings, Inc. | DE | Financ | InvAdv | Investment Advice | McNatt Joel David Jr | CA | O | EVP,Inve | S.dm | -16 | 19.64 | 0 | -1 | -4 | 20 | D |
| D | Derivative transaction in filing (usually option exercise) |
| M | Multiple transactions in filing; earliest reported transaction date and weighted average transaction price |
| A | Amended filing |
| E | Error detected in filing |
| S - Sale | Sale of securities on an exchange or to another person |
| S - Sale+OE | Sale of securities on an exchange or to another person (after option exercise) |
| F - Tax | Payment of exercise price or tax liability using portion of securities received from the company |
| P - Purchase | Purchase of securities on an exchange or from another person |