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 2024-11-09. Mukesh Mehta is the EVP, Chief Information Officer of AssetMark Financial Holdings Inc and owns about 304,791 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 final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Mukesh Mehta has not made any transactions after 2024-06-10 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

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Transaction Summary of Mukesh Mehta

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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 2024-06-10 EVP & Chief Information Officer

Mukesh Mehta Latest Holdings Summary

Mukesh Mehta currently owns a total of 1 stock. Mukesh Mehta owns 304,791 shares of AssetMark Financial Holdings Inc (AMK) as of June 10, 2024, 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 2024-06-10 304,791 35.24 10,740,835

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 0 buys and 14 sells. The most-recent trade in AssetMark Financial Holdings Inc is the sale of 8,880 shares on June 10, 2024, which brought Mukesh Mehta around $305,472.

Insider Trading History of Mukesh Mehta

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

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.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Mukesh Mehta

Average Return

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Average return per transaction

Outperforming Transactions

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1 out of 1 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) 1.5 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) 3.58 LIMIT LIMIT LIMIT LIMIT LIMIT

Mukesh Mehta Ownership Network

Ownership Network List of Mukesh Mehta

No Data

Ownership Network Relation of Mukesh Mehta

Insider Network Chart

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 10 percent owner Huatai Securities Co., Ltd. , EVP & Chief Client Officer Michael Kim , and EVP & General Counsel Ted F. Angus .

AssetMark Financial Holdings Inc (AMK) Insider Trades Summary

Over the past 18 months, Mukesh Mehta made 2 insider transaction in AssetMark Financial Holdings Inc (AMK) with a net sale of 13,053. Other recent insider transactions involving AssetMark Financial Holdings Inc (AMK) include a net sale of 26,709 shares made by Ted F. Angus , a net sale of 26,284 shares made by Carrie E. Hansen , and a net sale of 11,023 shares made by Mcnatt Joel David Jr .

In summary, during the past 3 months, insiders sold 50,873,799 shares of AssetMark Financial Holdings Inc (AMK) in total and bought 0 shares, with a net sale of 50,873,799 shares. During the past 18 months, 50,997,019 shares of AssetMark Financial Holdings Inc (AMK) were sold and 0 shares were bought by its insiders, resulting in a net sale of 50,997,019 shares.

AssetMark Financial Holdings Inc (AMK)'s detailed insider trading history can be found in Insider Trading Tracker table.

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AssetMark Financial Holdings Inc Insider Transactions

No Available Data

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.