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Mukesh Mehta Insider Profile

4 Followers
Mukesh Mehta, EVP & CIO at AssetMark Financial Holdings, holds 304.79K shares in AssetMark Financial Holdings (Ticker: AMK). Most recently, Mukesh Mehta Sold $8,880 shares of AssetMark Financial Holdings on Jun 11, 2024 for an estimated value of 305.46K.
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Mukesh Mehta

Mukesh Mehta
AssetMark Financial Holdings (AMK)
EVP & CIO

Ranked #72,279 out of 97,997 Corporate Insiders

Profitable Transactions

25%
1 out of 4 Profitable Transactions

Average Return

-17.30%
Average return per transaction
Time Frame
1 Year
Compare to
No Benchmark

Insider Holdings

$10M
100.00%
A breakdown of Mukesh Mehta's holdings

Insider Roles

AssetMark Financial Holdings
(AMK)
EVP & CIO
Roles that Mukesh Mehta holds in companies

Most Profitable Insider Trade

Stock:
AssetMark Financial Holdings
(AMK)
Rating:Informative Buy
Date:Jul 24, 2019 - Jul 24, 2020
Return:+4.80%
The most profitable trade made by Mukesh Mehta

Mukesh Mehta's Trading History

Company Name
Last Transaction Date
Insider Position
Last Transaction
Last Transaction Amount
Holding Value
AssetMark Financial Holdings
Jun 11, 2024
EVP & CIO
Informative Sell
305.46K
$10.47M
Success Rate for
AMK
1 out of 4 profitable transactions on
AMK
25%
Average Return for
AMK
Average return per transaction on
AMK
-17.30%
Date
Transaction
Amount
No. of Shares
Price per Share
Profit
Link to Report
Jul 24, 2019
Informative Buy
$11.00K
-
$22.00
+4.80%
Jul 19, 2019
Uninformative Buy
$0.00
-
$0.00
Jun 11, 2020
Uninformative Buy
$0.00
-
$0.00
Jun 10, 2022
Uninformative Buy
$0.00
-
$0.00
Jun 12, 2023
Uninformative Buy
$0.00
-
$0.00
List of latest transactions for each holding click on a transaction to see Mukesh Mehta's performance on stock

Mukesh Mehta insider profile FAQ

What is the percentage of profitable transactions made by Mukesh Mehta?
The percentage of profitable transactions made by Mukesh Mehta is 25%.
    What is the average return per transaction made by Mukesh Mehta?
    The average return per transaction made by Mukesh Mehta is -17.30%.
      What stocks does Mukesh Mehta hold?
      Mukesh Mehta holds: AMK stocks.
        What was Mukesh Mehta’s latest transaction?
        Mukesh Mehta latest transaction was an Informative Sell of $305.46K.
          What was Mukesh Mehta's most profitable transaction?
          Mukesh Mehta’s most profitable transaction was an Informative Buy of AMK stock on July 24, 2019. The return on the trade was 4.80%.
            What is Mukesh Mehta's role in AssetMark Financial Holdings?
            Mukesh Mehta's role in AssetMark Financial Holdings is EVP & CIO.
              How can I follow the stock ratings of top corporate insiders?
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