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Joel David JR McNatt Insider Profile

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Joel David JR McNatt, EVP, Investment Solutions at AssetMark Financial Holdings, holds 56.32K shares in AssetMark Financial Holdings (Ticker: AMK). Most recently, Joel David JR McNatt Sold $4,000 shares of AssetMark Financial Holdings on Jan 26, 2024 for an estimated value of 100.68K.
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Joel David JR McNatt

Joel David JR McNatt
AssetMark Financial Holdings (AMK)
EVP, Investment Solutions

Ranked #77,657 out of 98,624 Corporate Insiders

Profitable Transactions

0%
0 out of 3 Profitable Transactions

Average Return

-27.10%
Average return per transaction
Time Frame
1 Year
Compare to
No Benchmark

Insider Holdings

$2M
100.00%
A breakdown of Joel David JR McNatt's holdings

Insider Roles

AssetMark Financial Holdings
(AMK)
EVP, Investment Solutions
Roles that Joel David JR McNatt holds in companies

Most Profitable Insider Trade

Stock:
AssetMark Financial Holdings
(AMK)
Rating:Informative Sell
Date:Jan 26, 2024 - Today
Return:-10.50%
The most profitable trade made by Joel David JR McNatt

Joel David JR McNatt's Trading History

Company Name
Last Transaction Date
Insider Position
Last Transaction
Last Transaction Amount
Holding Value
AssetMark Financial Holdings
Jan 26, 2024
EVP, Investment Solutions
Informative Sell
100.68K
$1.91M
Success Rate for
AMK
0 out of 3 profitable transactions on
AMK
0%
Average Return for
AMK
Average return per transaction on
AMK
-27.10%
Date
Transaction
Amount
No. of Shares
Price per Share
Profit
Link to Report
Jun 10, 2022
Uninformative Buy
$0.00
-
$0.00
Jun 12, 2023
Uninformative Buy
$0.00
-
$0.00
Jun 10, 2022
Informative Sell
$15.97K
-
$19.64
-53.50%
Jun 12, 2023
Informative Sell
$52.62K
-
$29.96
-17.30%
Jan 26, 2024
Informative Sell
$100.68K
-
$25.17
-10.50%
List of latest transactions for each holding click on a transaction to see Joel David JR McNatt's performance on stock

Joel David JR McNatt insider profile FAQ

What is the percentage of profitable transactions made by Joel David JR McNatt?
The percentage of profitable transactions made by Joel David JR McNatt is 0%.
    What is the average return per transaction made by Joel David JR McNatt?
    The average return per transaction made by Joel David JR McNatt is -27.10%.
      What stocks does Joel David JR McNatt hold?
      Joel David JR McNatt holds: AMK stocks.
        What was Joel David JR McNatt’s latest transaction?
        Joel David JR McNatt latest transaction was an Informative Sell of $100.68K.
          What was Joel David JR McNatt's most profitable transaction?
          Joel David JR McNatt’s most profitable transaction was an Informative Sell of AMK stock on January 26, 2024. The return on the trade was -10.50%.
            What is Joel David JR McNatt's role in AssetMark Financial Holdings?
            Joel David JR McNatt's role in AssetMark Financial Holdings is EVP, Investment Solutions.
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