0001591587-24-000047.txt : 20240807
0001591587-24-000047.hdr.sgml : 20240807
20240807190616
ACCESSION NUMBER: 0001591587-24-000047
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20240807
FILED AS OF DATE: 20240807
DATE AS OF CHANGE: 20240807
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: McNatt Joel David JR
CENTRAL INDEX KEY: 0001884460
ORGANIZATION NAME:
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-38980
FILM NUMBER: 241185484
MAIL ADDRESS:
STREET 1: C/O ASSETMARK FINANCIAL HOLDINGS INC.
STREET 2: 1655 GRANT ST 10TH FLOOR
CITY: CONCORD
STATE: CA
ZIP: 94520
ISSUER:
COMPANY DATA:
COMPANY CONFORMED NAME: AssetMark Financial Holdings, Inc.
CENTRAL INDEX KEY: 0001591587
STANDARD INDUSTRIAL CLASSIFICATION: INVESTMENT ADVICE [6282]
ORGANIZATION NAME: 02 Finance
IRS NUMBER: 300774039
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
BUSINESS ADDRESS:
STREET 1: 1655 GRANT STREET, 10TH FLOOR
CITY: CONCORD
STATE: CA
ZIP: 94520
BUSINESS PHONE: 800-664-5345
MAIL ADDRESS:
STREET 1: 1655 GRANT STREET, 10TH FLOOR
CITY: CONCORD
STATE: CA
ZIP: 94520
FORMER COMPANY:
FORMER CONFORMED NAME: AqGen Liberty Management II, Inc.
DATE OF NAME CHANGE: 20131108
4
1
wk-form4_1723071970.xml
FORM 4
X0508
4
2024-08-07
0
0001591587
AssetMark Financial Holdings, Inc.
AMK
0001884460
McNatt Joel David JR
C/O ASSETMARK FINANCIAL HOLDINGS, INC.
1655 GRANT STREET, 10TH FLOOR
CONCORD
CA
94520
0
1
0
0
EVP, Investment Solutions
0
Common Stock
2024-08-07
4
G
0
13974
0
D
28585
D
Common Stock
6864
I
By Roberts McNatt Living Trust
Common Stock
2080
I
By Child
Represents a donation to the Roberts McNatt Family Charitable Account.
Shares held by the Roberts McNatt Living Trust dated December 6, 2018.
The Reporting Person disclaims beneficial ownership of the shares held by his minor children in their custodial account except to the extent of his pecuniary interest therein, and this Report should not be deemed an admission that the Reporting Person is the beneficial owner of the shares for purposes of Section 16 or any other purpose.
The Reporting Person did not sell any of the shares reported on this Form 4.
/s/ Celeste Angelich, as Attorney-in-Fact, for Joel David McNatt Jr.
2024-08-07