FOCS / Focus Financial Partners Inc - Class A - Insider Trading and Ownership Report - SEC Form 3, 4, 5

Focus Financial Partners Inc - Class A
US ˙ NASDAQ ˙ US34417P1003
DENNA SYMBOL ÄR INTE LÄNGRE AKTIV

Insideraktier30 575 shares
Insider Sentiment Score

Insider sentiment score hittar de företag som köps av foretagsinsynspersoner.

Det är resultatet av en sofistikerad, kvantitativ multifaktormodell som identifierar företag med de högsta nivåerna av insiderackumulation. Poängmodellen använder en kombination av nettoantalet insiders som köpt de föregående 90 dagarna, det totala antalet aktier som köpts i procent av aktiekapitalet och det totala antalet aktier som ägs av insiders. Siffran sträcker sig från 0 till 100, med högre siffror som indikerar en högre nivå av ackumulering för sina kamrater, och 50 är genomsnittet.

Uppdateringsfrekvens: Dagligen

Se Insiders Top Picks, som ger en lista över företag med högsta insiderackumulation.

Se Högst rankade aktier
Office Sentiment Score

Officersentiment Score hittar företag som köps av Corporate Officers.

Per definition Corporate Officers är Corporate Insiders, men till skillnad från vissa av de andra Insiders (10 % aktieägare och styrelseledamöter), arbetar ämbetsmän för företaget dagligen och de använder sina egna pengar när de handlar . (10 % aktieägare och styrelseledamöter är ofta fondförvaltare som förvaltar andras pengar.) Som sådan är insideraffärer som görs av tjänstemän mycket mer betydelsefulla och bör behandlas på lämpligt sätt.

Liksom Insider Sentiment Score är Officer Sentiment Score resultatet av en sofistikerad, kvantitativ multifaktormodell som identifierar företag med de högsta nivåerna av officersackumulering.

Uppdateringsfrekvens: Dagligen

Se insiderns bästa val, vilket ger en lista över företag med högsta insider sentiment.

Se Högst rankade aktier
Viktiga insidernyckeltal

Denna kort visar hur företaget rankas längs olika insidernyckeltal. Procenttilrankningen visar hur detta företag jämförs med andra företag på USA-marknaden. Högre rankingar indikerar bättre situationer.

Till exempel anses det allmänt att insiderköp är en positiv indikator, så företag med mer insiderköp skulle rankas högre än företag med mindre insiderköp (eller til och med insiderförsäljning).

Nettoantalet insiders som köper (rankning)

N/A

Nettoantalet insiders som köper är den totala mängden insiders som säljer minus det totala antalet insiders som säljer under de senaste 90 dagarna. Percentilrankningen visas här (intervall från 0 till 100%).

Procent av flytande köpta av insiders (ranking)

N/A

Procentandelen av aktier köpta av insiders är det totala antalet aktier som köpts av insiders minus det totala antalet aktier som sålts av insiders under de senaste 90 dagarna, dividerat med det totala antalet aktier och multiplicerat med 100.

Insiderhandelsdiagram

Focus Financial Partners Inc - Class A insideraffärer visas i följande diagram. Insiders är tjänstemän, styrelseledamöter eller betydande investerare i ett företag. I allmänhet är det i allmänhet olagligt för insiders att göra affärer i sina företag baserat på väsentlig, icke-offentlig information. Detta betyder inte att det är olagligt för dem att göra några affärer i sina egna företag. De måste dock rapportera alla affärer till SEC via ett formulär 4.

Insiderlista och lönsamhetsstatistik

Den här tabellen visar listan över kända insiders och genereras automatiskt från anmälningar som avslöjas till SEC. Förutom namnen, den senaste titeln och direktören, tjänstemannen eller ägarbeteckningen på 10 %, tillhandahåller vi de senaste avslöjade innehaven. Dessutom, när det är möjligt tillhandahåller vi insiderns historiska handelsresultat. Det historiska handelsresultatet är ett vägt genomsnitt av resultatet för faktiska köptransaktioner på den öppna marknaden som insidern gjort. För mer information om hur detta beräknas, titta på detta YouTube-webinarium.

See our leaderboard of most profitable insider traders.

Insider Genomsnitt vinst (%) Aktier
Ägda		 Delad
Justerad

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Track Records av insiderköp - Kortsiktig vinstanalys

I denna sektion analyserar vi lönsamheten för varje oplanerat, öppet-marknads insiderköp gjorda i FOCS / Focus Financial Partners Inc - Class A. Denna analys hjälper till att förstå om insidern konsekvent genererar onormala avkastningar och är värd att följa. Denna analys är för ett år efter varje handel, och resultaten är teoretiska .

Tabellen nedan visar de senaste köpen på öppna marknaden som inte var en del av en automatisk handelsplan.

Handelsdatum Insider Rapporterade
aktier		 Rapporterat
pris		 Justerade
aktier		 Justerat
pris		 Kostnadsbasis Dagar til
Max		 Pris vid
Max		 Maximal
vinst ($)		 Maximal avkastning (%)
2021-08-16 Mashinsky Kristine 6 080 49,6938 6 080 49,6938 302 138 94 68.21 112 579 37,26
2021-08-13 Mashinsky Kristine 13 920 49,9155 13 920 49,9155 694 824
2018-07-30 Gottdiener Noah 7 575 33,0000 7 575 33,0000 249 975
2018-07-30 MCWHINNEY DEBORAH D 3 000 33,0000 3 000 33,0000 99 000

Justeringar av aktierär de justerade aktierna efter justerat pris. Justeringar av aktierär de justerade aktierna efter uppdelning.

FOCS / Focus Financial Partners Inc - Class A Insider Trades
Track Records av insiderförsäljning - Kortsiktig förlustanalys

I denna sektion analyserar vi lönsamheten för varje oplanerat, öppet-marknads insiderköp gjorda i FOCS / Focus Financial Partners Inc - Class A. Denna analys hjälper till att förstå om insidern konsekvent genererar onormala avkastningar och är värd att följa. Denna analys är för ett år efter varje handel, och resultaten är teoretiska .

Tabellen nedan visar de senaste försäljningarna på öppna marknaden som inte var en del av en automatisk handelsplan.

Handelsdatum Insider Rapporterade
aktier		 Rapporterat
pris		 Justerade
aktier		 Justerat
pris		 Kostnadsbasis Dagar til
Min		 Pris vid
Min		 Maximal förlust
undvikits ($)		 Maximal förlust
undvikits ($)
2021-12-20 McGranahan John Russell 78 947 54,7200 78 947 54,7200 4 319 980 304 30.6500 −1 900 253 −43,99
2021-12-20 Adolf Ruediger 505 263 54,7200 505 263 54,7200 27 647 991
2021-06-23 KKR Fund Holdings L.P. 403 615 49,8700 403 615 49,8700 20 128 280
2021-06-23 KKR Fund Holdings L.P. 3 086 585 49,8700 3 086 585 49,8700 153 927 994
2021-06-23 KKR Fund Holdings L.P. 3 654 044 49,8700 3 654 044 49,8700 182 227 174
2021-03-16 Carey James D 683 226 46,2000 683 226 46,2000 31 565 041
2021-03-16 STONE POINT CAPITAL LLC 6 046 46,2000 6 046 46,2000 279 325
2021-03-16 STONE POINT CAPITAL LLC 285 272 46,2000 285 272 46,2000 13 179 566
2021-03-16 STONE POINT CAPITAL LLC 40 688 46,2000 40 688 46,2000 1 879 786

Justeringar av aktierär de justerade aktierna efter justerat pris. Justeringar av aktierär de justerade aktierna efter uppdelning.

FOCS / Focus Financial Partners Inc - Class A Insider Trades
Transaktionshistorik

Klicka på länkikonen för att se hela transaktionshistoriken. Transaktioner som rapporteras som en del av en automatisk handelsplan 10b5-1 kommer att ha ett X i kolumnen markerad 10b-5.

Fil
datum		 Handel
datum		 Schema Insider Ticker Värdepappertitel Kod 10b5-1 Direkta Utövningspris Enhet
pris		 Enheter
ändrad		 Värde
ändrad (1K)		 Kvarvarande
Optioner		 Kvarvarande
Aktier
2023-09-01 2023-08-31 4 Shanahan James By James Shanahan 2020 Revocable Trust FOCS Class A Common Stock, $0.01 par value D - Sale to Issuer I 53,0000 −907 468 −48 096 0
2023-09-01 2023-08-31 4 Shanahan James By James Shanahan 2020 Revocable Trust FOCS Class A Common Stock, $0.01 par value M - Exercise I 907 468 907 468
2023-09-01 2023-08-31 4 Shanahan James By James Shanahan 2020 Irrevocable Insurance Trust FOCS Class A Common Stock, $0.01 par value D - Sale to Issuer I 53,0000 −46 269 −2 452 0
2023-09-01 2023-08-31 4 Shanahan James By James Shanahan 2020 Irrevocable Insurance Trust FOCS Class A Common Stock, $0.01 par value M - Exercise I 46 269 46 269
2023-09-01 2023-08-31 4 Adolf Ruediger By Adolf Family Trust II FOCS Class A Common Stock, $0.01 par value D - Sale to Issuer I 53,0000 −584 552 −30 981 0
2023-09-01 2023-08-31 4 Adolf Ruediger By Adolf Family Trust II FOCS Class A Common Stock, $0.01 par value M - Exercise I 584 552 584 552
2023-09-01 2023-08-31 4 Adolf Ruediger FOCS Class A Common Stock, $0.01 par value D - Sale to Issuer D 53,0000 −1 795 225 −95 147 0
2023-09-01 2023-08-31 4 Adolf Ruediger FOCS Class A Common Stock, $0.01 par value M - Exercise D 1 795 225 1 795 225
2023-09-01 2023-08-31 4 Morganroth Greg S. FOCS Class A Common Stock, $0.01 par value D - Sale to Issuer D 53,0000 −20 311 −1 076 0
2023-09-01 2023-08-31 4 Morganroth Greg S. FOCS Class A Common Stock, $0.01 par value M - Exercise D 20 311 20 311
2023-09-01 2023-08-31 4 McGranahan John Russell FOCS Class A Common Stock, $0.01 par value D - Sale to Issuer D 53,0000 −414 124 −21 949 0
2023-09-01 2023-08-31 4 McGranahan John Russell FOCS Class A Common Stock, $0.01 par value M - Exercise D 413 124 414 124
2023-09-01 2023-08-31 4 LeMieux George FOCS Class A Common Stock, $0.01 par value D - Sale to Issuer D 53,0000 −9 611 −509 0
2023-09-01 2023-08-31 4 LeMieux George FOCS Class A Common Stock, $0.01 par value M - Exercise D 9 611 9 611
2023-09-01 2023-08-31 4 Kodialam Rajini Sundar By Kodialam 2014 Family Trust FOCS Class A Common Stock, $0.01 par value D - Sale to Issuer I 53,0000 −937 295 −49 677 0
2023-09-01 2023-08-31 4 Kodialam Rajini Sundar By Kodialam 2014 Family Trust FOCS Class A Common Stock, $0.01 par value M - Exercise I 937 295 937 295
2023-09-01 2023-08-31 4 Kodialam Rajini Sundar FOCS Class A Common Stock, $0.01 par value D - Sale to Issuer D 53,0000 −484 019 −25 653 0
2023-09-01 2023-08-31 4 Kodialam Rajini Sundar FOCS Class A Common Stock, $0.01 par value M - Exercise D 484 019 484 019
2023-09-01 2023-08-31 4 Neuhoff Elizabeth R. FOCS Class A Common Stock, $0.01 par value D - Sale to Issuer D 53,0000 −9 611 −509 0
2023-09-01 2023-08-31 4 Neuhoff Elizabeth R. FOCS Class A Common Stock, $0.01 par value M - Exercise D 9 611 9 611
2023-09-01 2023-08-31 4 Feliciani Joseph FOCS Class A Common Stock, $0.01 par value D - Sale to Issuer D 53,0000 −28 147 −1 492 0
2023-09-01 2023-08-31 4 Feliciani Joseph FOCS Class A Common Stock, $0.01 par value M - Exercise D 28 147 28 147
2023-09-01 2023-08-31 4 Chang Leonard R. FOCS Class A Common Stock, $0.01 par value D - Sale to Issuer D 53,0000 −947 643 −50 225 0
2023-09-01 2023-08-31 4 Chang Leonard R. FOCS Class A Common Stock, $0.01 par value M - Exercise D 947 643 947 643
2023-08-31 2023-08-31 4 STONE POINT CAPITAL LLC See Footnotes FOCS Class A Common Stock D - Sale to Issuer I 53,0000 −142 016 −7 527 0
2023-08-31 2023-08-31 4 STONE POINT CAPITAL LLC See Footnotes FOCS Class A Common Stock D - Sale to Issuer I 53,0000 −6 701 039 −355 155 0
2023-08-31 2023-08-31 4 STONE POINT CAPITAL LLC See Footnotes FOCS Class A Common Stock D - Sale to Issuer I 53,0000 −955 755 −50 655 0
2023-08-31 2023-08-31 4 STONE POINT CAPITAL LLC See Footnotes FOCS Class A Common Stock D - Sale to Issuer I 53,0000 −8 250 165 −437 259 0
2023-08-31 2023-08-31 4 STONE POINT CAPITAL LLC See Footnotes FOCS Class A Common Stock M - Exercise I 8 250 165 8 250 165
2023-08-31 2023-08-31 4 Carey James D See Footnotes FOCS Class A Common Stock D - Sale to Issuer I 53,0000 −16 048 975 −850 596 0
2023-08-31 2023-08-31 4 Carey James D See Footnotes FOCS Class A Common Stock M - Exercise I 8 250 165 16 048 975
2022-03-14 2022-03-07 4 LeMieux George FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 43,07 30 000 30 000
2022-03-09 2022-03-07 4 Neuhoff Elizabeth R. FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 43,07 30 000 30 000
2021-12-27 2021-12-22 4 Feliciani Joseph FOCS Common Units in Focus Financial Partners, LLC A - Award D 1 162 2 113
2021-12-27 2021-12-22 4 Feliciani Joseph FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 58,50 5 489 5 489
2021-12-27 2021-12-22 4 Chang Leonard R. FOCS Common Units in Focus Financial Partners, LLC A - Award D 15 535 21 690
2021-12-27 2021-12-22 4 Chang Leonard R. FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 58,50 73 353 73 353
2021-12-27 2021-12-22 4 Shanahan James By James Shanahan 2020 Revocable Trust FOCS Common Units in Focus Financial Partners, LLC A - Award I 13 894 19 003
2021-12-27 2021-12-22 4 Shanahan James By James Shanahan 2020 Revocable Trust FOCS Incentive Units in Focus Financial Partners, LLC A - Award I 58,50 65 605 65 605
2021-12-27 2021-12-22 4 Mashinsky Kristine FOCS Common Units in Focus Financial Partners, LLC A - Award D 1 162 1 162
2021-12-27 2021-12-22 4 Mashinsky Kristine FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 58,50 5 489 5 489
2021-12-27 2021-12-22 4 McGranahan John Russell FOCS Common Units in Focus Financial Partners, LLC A - Award D 12 431 17 049
2021-12-27 2021-12-22 4 McGranahan John Russell By McGranahan Family 2021 Legacy Trust FOCS Incentive Units in Focus Financial Partners, LLC A - Award I 58,50 58 695 58 695
2021-12-27 2021-12-22 4 Morganroth Greg S. FOCS Common Units in Focus Financial Partners, LLC A - Award D 1 162 2 113
2021-12-27 2021-12-22 4 Morganroth Greg S. FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 58,50 5 489 5 489
2021-12-27 2021-12-22 4 Adolf Ruediger FOCS Common Units in Focus Financial Partners, LLC A - Award D 29 525 100 165
2021-12-27 2021-12-22 4 Adolf Ruediger By Adolf Family Trust II FOCS Incentive Units in Focus Financial Partners, LLC A - Award I 58,50 46 470 46 470
2021-12-27 2021-12-22 4 Adolf Ruediger FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 58,50 92 940 92 940
2021-12-27 2021-12-22 4 Kodialam Rajini Sundar FOCS Common Units in Focus Financial Partners, LLC A - Award D 19 371 27 262
2021-12-27 2021-12-22 4 Kodialam Rajini Sundar By Kodialam 2014 Family Trust Agreement FOCS Incentive Units in Focus Financial Partners, LLC A - Award I 58,50 91 465 91 465
2021-12-20 2021-12-20 4 Adolf Ruediger FOCS Common Units in Focus Financial Partners, LLC S - Sale D 54,7200 −505 263 −27 648 70 640
2021-12-20 2021-12-20 4 Adolf Ruediger FOCS Common Units in Focus Financial Partners, LLC M - Exercise D 505 263 575 903
2021-12-20 2021-12-20 4 Adolf Ruediger FOCS Incentive Units in Focus Financial Partners, LLC M - Exercise D 9,00 −600 000 157 000
2021-12-20 2021-12-20 4 McGranahan John Russell FOCS Common Units in Focus Financial Partners, LLC S - Sale D 54,7200 −78 947 −4 320 4 618
2021-12-20 2021-12-20 4 McGranahan John Russell FOCS Common Units in Focus Financial Partners, LLC M - Exercise D 78 947 83 565
2021-12-20 2021-12-20 4 McGranahan John Russell FOCS Incentive Units in Focus Financial Partners, LLC M - Exercise D 21,00 −125 000 186 427
2021-12-09 2021-12-07 4 McGranahan John Russell FOCS Common Units in Focus Financial Partners, LLC F - Taxes D 64,3800 −536 −35 4 518
2021-12-09 2021-12-07 4 Chang Leonard R. FOCS Common Units in Focus Financial Partners, LLC F - Taxes D 64,3800 −583 −38 6 155
2021-12-09 2021-12-07 4 Adolf Ruediger FOCS Common Units in Focus Financial Partners, LLC F - Taxes D 64,3800 −788 −51 12 145
2021-12-09 2021-12-07 4 Shanahan James By James Shanahan 2020 Revocable Trust FOCS Common Units in Focus Financial Partners, LLC F - Taxes I 64,3800 −539 −35 5 109
2021-12-09 2021-12-07 4 Kodialam Rajini Sundar FOCS Common Units in Focus Financial Partners, LLC F - Taxes D 64,3800 −512 −33 7 891
2021-08-17 2021-08-16 4 Mashinsky Kristine FOCS Class A Common Stock P - Purchase D 49,6938 6 080 302 20 000
2021-08-17 2021-08-13 4 Mashinsky Kristine FOCS Class A Common Stock P - Purchase D 49,9155 13 920 695 13 920
2021-06-24 2021-06-23 4 KKR Fund Holdings L.P. See footnotes FOCS Units of Focus Financial Partners, LLC C - Conversion I −3 654 044 0
2021-06-24 2021-06-23 4 KKR Fund Holdings L.P. See footnotes FOCS Class A Common Stock S - Sale I 49,8700 −403 615 −20 128 0
2021-06-24 2021-06-23 4 KKR Fund Holdings L.P. See footnotes FOCS Class A Common Stock S - Sale I 49,8700 −3 086 585 −153 928 0
2021-06-24 2021-06-23 4 KKR Fund Holdings L.P. See footnotes FOCS Class A Common Stock S - Sale I 49,8700 −3 654 044 −182 227 0
2021-06-24 2021-06-23 4 KKR Fund Holdings L.P. See footnotes FOCS Class A Common Stock C - Conversion I 3 654 044 3 654 044
2021-06-24 2021-06-23 4 KKR Freya Aggregator L.P. See footnotes FOCS Units of Focus Financial Partners, LLC C - Conversion I −3 654 044 0
2021-06-24 2021-06-23 4 KKR Freya Aggregator L.P. See footnotes FOCS Class A Common Stock S - Sale I 49,8700 −403 615 −20 128 0
2021-06-24 2021-06-23 4 KKR Freya Aggregator L.P. See footnotes FOCS Class A Common Stock S - Sale I 49,8700 −3 086 585 −153 928 0
2021-06-24 2021-06-23 4 KKR Freya Aggregator L.P. See footnotes FOCS Class A Common Stock S - Sale I 49,8700 −3 654 044 −182 227 0
2021-06-24 2021-06-23 4 KKR Freya Aggregator L.P. See footnotes FOCS Class A Common Stock C - Conversion I 3 654 044 3 654 044
2021-03-18 2021-03-16 4 KKR Fund Holdings L.P. See footnotes FOCS Units of Focus Financial Partners, LLC C - Conversion I −155 558 3 654 044
2021-03-18 2021-03-16 4 KKR Fund Holdings L.P. See footnotes FOCS Class A Common Stock S - Sale I 46,2000 −17 182 −794 403 615
2021-03-18 2021-03-16 4 KKR Fund Holdings L.P. See footnotes FOCS Class A Common Stock S - Sale I 46,2000 −131 401 −6 071 3 086 585
2021-03-18 2021-03-16 4 KKR Fund Holdings L.P. See footnotes FOCS Class A Common Stock S - Sale I 46,2000 −155 558 −7 187 0
2021-03-18 2021-03-16 4 KKR Fund Holdings L.P. See footnotes FOCS Class A Common Stock C - Conversion I 155 558 155 558
2021-03-18 2021-03-16 4 KKR Freya Aggregator L.P. See footnotes FOCS Units of Focus Financial Partners, LLC C - Conversion I −155 558 3 654 044
2021-03-18 2021-03-16 4 KKR Freya Aggregator L.P. See footnotes FOCS Class A Common Stock S - Sale I 46,2000 −17 182 −794 403 615
2021-03-18 2021-03-16 4 KKR Freya Aggregator L.P. See footnotes FOCS Class A Common Stock S - Sale I 46,2000 −131 401 −6 071 3 086 585
2021-03-18 2021-03-16 4 KKR Freya Aggregator L.P. See footnotes FOCS Class A Common Stock S - Sale I 46,2000 −155 558 −7 187 0
2021-03-18 2021-03-16 4 KKR Freya Aggregator L.P. See footnotes FOCS Class A Common Stock C - Conversion I 155 558 155 558
2021-03-18 2021-03-16 4 STONE POINT CAPITAL LLC See Footnotes FOCS Units of Focus Financial Partners, LLC C - Conversion I −351 220 8 250 165
2021-03-18 2021-03-16 4 STONE POINT CAPITAL LLC See Footnotes FOCS Class A Common Stock S - Sale I 46,2000 −6 046 −279 142 016
2021-03-18 2021-03-16 4 STONE POINT CAPITAL LLC See Footnotes FOCS Class A Common Stock S - Sale I 46,2000 −285 272 −13 180 6 701 039
2021-03-18 2021-03-16 4 STONE POINT CAPITAL LLC See Footnotes FOCS Class A Common Stock S - Sale I 46,2000 −40 688 −1 880 955 755
2021-03-18 2021-03-16 4 STONE POINT CAPITAL LLC See Footnotes FOCS Class A Common Stock S - Sale I 46,2000 −351 220 −16 226 0
2021-03-18 2021-03-16 4 STONE POINT CAPITAL LLC See Footnotes FOCS Class A Common Stock C - Conversion I 351 220 351 220
2021-03-18 2021-03-16 4 Carey James D See Footnotes FOCS Units of Focus Financial Partners, LLC C - Conversion I −351 220 8 250 165
2021-03-18 2021-03-16 4 Carey James D See Footnotes FOCS Class A Common Stock S - Sale I 46,2000 −683 226 −31 565 7 798 810
2021-03-18 2021-03-16 4 Carey James D See Footnotes FOCS Class A Common Stock C - Conversion I 351 220 8 482 036
2021-03-04 2021-03-02 4 Carey James D See Footnotes FOCS Units of Focus Financial Partners, LLC C - Conversion I −1 296 885 8 601 385
2021-03-04 2021-03-02 4 Carey James D See Footnotes FOCS Class A Common Stock S - Sale I 46,2000 −4 662 270 −215 397 8 130 816
2021-03-04 2021-03-02 4 Carey James D See Footnotes FOCS Class A Common Stock C - Conversion I 1 296 885 12 793 086
2021-03-04 2021-03-02 4 STONE POINT CAPITAL LLC See Footnotes FOCS Units of Focus Financial Partners, LLC C - Conversion I −1 296 885 8 601 385
2021-03-04 2021-03-02 4 STONE POINT CAPITAL LLC See Footnotes FOCS Class A Common Stock S - Sale I 46,2000 −41 257 −1 906 148 062
2021-03-04 2021-03-02 4 STONE POINT CAPITAL LLC See Footnotes FOCS Class A Common Stock S - Sale I 46,2000 −1 946 670 −89 936 6 986 311
2021-03-04 2021-03-02 4 STONE POINT CAPITAL LLC See Footnotes FOCS Class A Common Stock S - Sale I 46,2000 −277 650 −12 827 996 443
2021-03-04 2021-03-02 4 STONE POINT CAPITAL LLC See Footnotes FOCS Class A Common Stock S - Sale I 46,2000 −2 396 693 −110 727 0
2021-03-04 2021-03-02 4 STONE POINT CAPITAL LLC See Footnotes FOCS Class A Common Stock C - Conversion I 1 296 885 2 396 693
2021-03-03 2021-03-02 4 KKR Fund Holdings L.P. See footnotes FOCS Units of Focus Financial Partners, LLC C - Conversion I −574 400 3 809 602
2021-03-03 2021-03-02 4 KKR Fund Holdings L.P. See footnotes FOCS Class A Common Stock S - Sale I 46,2000 −117 251 −5 417 420 797
2021-03-03 2021-03-02 4 KKR Fund Holdings L.P. See footnotes FOCS Class A Common Stock S - Sale I 46,2000 −896 661 −41 426 3 217 986
2021-03-03 2021-03-02 4 KKR Fund Holdings L.P. See footnotes FOCS Class A Common Stock S - Sale I 46,2000 −1 061 512 −49 042 0
2021-03-03 2021-03-02 4 KKR Fund Holdings L.P. See footnotes FOCS Class A Common Stock C - Conversion I 574 400 1 061 512
2021-03-03 2021-03-02 4 KKR Freya Aggregator L.P. See footnotes FOCS Units of Focus Financial Partners, LLC C - Conversion I −574 400 3 809 602
2021-03-03 2021-03-02 4 KKR Freya Aggregator L.P. See footnotes FOCS Class A Common Stock S - Sale I 46,2000 −117 251 −5 417 420 797
2021-03-03 2021-03-02 4 KKR Freya Aggregator L.P. See footnotes FOCS Class A Common Stock S - Sale I 46,2000 −896 661 −41 426 3 217 986
2021-03-03 2021-03-02 4 KKR Freya Aggregator L.P. See footnotes FOCS Class A Common Stock S - Sale I 46,2000 −1 061 512 −49 042 0
2021-03-03 2021-03-02 4 KKR Freya Aggregator L.P. See footnotes FOCS Class A Common Stock C - Conversion I 574 400 1 061 512
2021-01-05 2021-01-01 4 Mashinsky Kristine FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 43,50 30 000 30 000
2020-12-09 2020-12-07 4 Kodialam Rajini Sundar FOCS Common Units in Focus Financial Partners, LLC A - Award D 8 403 8 403
2020-12-09 2020-12-07 4 Kodialam Rajini Sundar FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 44,71 82 570 82 570
2020-12-09 2020-12-07 4 McGranahan John Russell FOCS Common Units in Focus Financial Partners, LLC A - Award D 5 054 5 054
2020-12-09 2020-12-07 4 McGranahan John Russell FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 44,71 49 659 49 659
2020-12-09 2020-12-07 4 Feliciani Joseph FOCS Common Units in Focus Financial Partners, LLC A - Award D 951 951
2020-12-09 2020-12-07 4 Feliciani Joseph FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 44,71 9 341 9 341
2020-12-09 2020-12-07 4 Morganroth Greg S. FOCS Common Units in Focus Financial Partners, LLC A - Award D 951 951
2020-12-09 2020-12-07 4 Morganroth Greg S. FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 44,71 9 341 9 341
2020-12-09 2020-12-07 4 MCWHINNEY DEBORAH D FOCS Common Units in Focus Financial Partners, LLC A - Award D 951 951
2020-12-09 2020-12-07 4 MCWHINNEY DEBORAH D FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 44,71 9 341 9 341
2020-12-09 2020-12-07 4 Adolf Ruediger FOCS Common Units in Focus Financial Partners, LLC A - Award D 12 933 12 933
2020-12-09 2020-12-07 4 Adolf Ruediger FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 44,71 127 080 127 080
2020-12-09 2020-12-07 4 Shanahan James FOCS Common Units in Focus Financial Partners, LLC A - Award D 5 648 5 648
2020-12-09 2020-12-07 4 Shanahan James FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 44,71 55 501 55 501
2020-12-09 2020-12-07 4 Gottdiener Noah FOCS Common Units in Focus Financial Partners, LLC A - Award D 951 951
2020-12-09 2020-12-07 4 Gottdiener Noah FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 44,71 9 341 9 341
2020-12-09 2020-12-07 4 Chang Leonard R. FOCS Common Units in Focus Financial Partners, LLC A - Award D 6 738 6 738
2020-12-09 2020-12-07 4 Chang Leonard R. FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 44,71 66 212 66 212
2020-09-25 2020-09-24 4 Morganroth Greg S. FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 30,48 30 000 30 000
2020-09-09 2020-09-08 4 McGranahan John Russell FOCS Common Units in Focus Financial Partners, LLC M - Exercise D −14 413 100
2020-09-09 2020-09-08 4 McGranahan John Russell FOCS Common Units in Focus Financial Partners, LLC M - Exercise D −92 767 0
2020-09-09 2020-09-08 4 McGranahan John Russell FOCS Common Units in Focus Financial Partners, LLC M - Exercise D 92 767 92 767
2020-09-09 2020-09-08 4 McGranahan John Russell FOCS Incentive Units in Focus Financial Partners, LLC M - Exercise D 19,00 −75 213 0
2020-09-09 2020-09-08 4 McGranahan John Russell FOCS Incentive Units in Focus Financial Partners, LLC M - Exercise D 16,00 −100 000 0
2020-09-09 2020-09-08 4 McGranahan John Russell FOCS Class A Common Stock S - Sale D 31,0500 −107 180 −3 328 1 000
2020-09-09 2020-09-08 4 McGranahan John Russell FOCS Class A Common Stock M - Exercise D 107 180 108 180
2020-09-09 2020-09-08 4 Shanahan James By Shanahan Family 2013 Insurance Trust FOCS Common Units in Focus Financial Partners, LLC M - Exercise I −48 462 0
2020-09-09 2020-09-08 4 Shanahan James FOCS Common Units in Focus Financial Partners, LLC M - Exercise D −177 979 0
2020-09-09 2020-09-08 4 Shanahan James By Shanahan Family 2013 Insurance Trust FOCS Common Units in Focus Financial Partners, LLC M - Exercise I 48 462 48 462
2020-09-09 2020-09-08 4 Shanahan James FOCS Common Units in Focus Financial Partners, LLC M - Exercise D 177 979 177 979
2020-09-09 2020-09-08 4 Shanahan James By Shanahan Family 2013 Insurance Trust(4) FOCS Incentive Units in Focus Financial Partners, LLC M - Exercise I 13,00 −75 000 0
2020-09-09 2020-09-08 4 Shanahan James FOCS Incentive Units in Focus Financial Partners, LLC M - Exercise D 9,00 −235 723 181 277
2020-09-09 2020-09-08 4 Shanahan James By Shanahan Family 2013 Insurance Trust FOCS Class A Common Stock S - Sale I 31,0500 −48 462 −1 505 0
2020-09-09 2020-09-08 4 Shanahan James FOCS Class A Common Stock S - Sale D 31,0500 −177 979 −5 526 0
2020-09-09 2020-09-08 4 Shanahan James By Shanahan Family 2013 Insurance Trust FOCS Class A Common Stock M - Exercise I 48 462 48 462
2020-09-09 2020-09-08 4 Shanahan James FOCS Class A Common Stock M - Exercise D 177 979 177 979
2020-09-09 2020-09-08 4 Adolf Ruediger FOCS Common Units in Focus Financial Partners, LLC M - Exercise D −561 185 58 495
2020-09-09 2020-09-08 4 Adolf Ruediger FOCS Common Units in Focus Financial Partners, LLC M - Exercise D 561 185 619 680
2020-09-09 2020-09-08 4 Adolf Ruediger FOCS Incentive Units in Focus Financial Partners, LLC M - Exercise D 7,00 −336 000 1 081
2020-09-09 2020-09-08 4 Adolf Ruediger FOCS Incentive Units in Focus Financial Partners, LLC M - Exercise D 6,00 −46 000 386
2020-09-09 2020-09-08 4 Adolf Ruediger FOCS Incentive Units in Focus Financial Partners, LLC M - Exercise D 5,50 −97 000 798
2020-09-09 2020-09-08 4 Adolf Ruediger FOCS Incentive Units in Focus Financial Partners, LLC M - Exercise D 1,42 −175 000 421
2020-09-09 2020-09-08 4 Adolf Ruediger FOCS Class A Common Stock S - Sale D 31,0500 −561 185 −17 425 0
2020-09-09 2020-09-08 4 Adolf Ruediger FOCS Class A Common Stock M - Exercise D 561 185 561 185
2020-09-09 2020-09-08 4 Kodialam Rajini Sundar By Kodialam 2014 Family Trust FOCS Common Units in Focus Financial Partners, LLC M - Exercise I −87 574 0
2020-09-09 2020-09-08 4 Kodialam Rajini Sundar FOCS Common Units in Focus Financial Partners, LLC M - Exercise D −260 749 0
2020-09-09 2020-09-08 4 Kodialam Rajini Sundar By Kodialam 2014 Family Trust FOCS Common Units in Focus Financial Partners, LLC M - Exercise I 87 574 87 574
2020-09-09 2020-09-08 4 Kodialam Rajini Sundar FOCS Common Units in Focus Financial Partners, LLC M - Exercise D 260 749 260 749
2020-09-09 2020-09-08 4 Kodialam Rajini Sundar By Kodialam 2014 Family Trust FOCS Incentive Units in Focus Financial Partners, LLC M - Exercise I 11,00 −125 000 215 000
2020-09-09 2020-09-08 4 Kodialam Rajini Sundar FOCS Incentive Units in Focus Financial Partners, LLC M - Exercise D 9,00 −345 348 0
2020-09-09 2020-09-08 4 Kodialam Rajini Sundar By Kodialam 2014 Family Trust FOCS Class A Common Stock S - Sale I 31,0500 −87 574 −2 719 0
2020-09-09 2020-09-08 4 Kodialam Rajini Sundar FOCS Class A Common Stock S - Sale D 31,0500 −260 749 −8 096 0
2020-09-09 2020-09-08 4 Kodialam Rajini Sundar By Kodialam 2014 Family Trust FOCS Class A Common Stock M - Exercise I 87 574 87 574
2020-09-09 2020-09-08 4 Kodialam Rajini Sundar FOCS Class A Common Stock M - Exercise D 260 749 260 749
2020-09-09 2020-09-08 4 Chang Leonard R. FOCS Common Units in Focus Financial Partners, LLC M - Exercise D −186 783 0
2020-09-09 2020-09-08 4 Chang Leonard R. FOCS Common Units in Focus Financial Partners, LLC M - Exercise D 186 783 186 783
2020-09-09 2020-09-08 4 Chang Leonard R. FOCS Incentive Units in Focus Financial Partners, LLC M - Exercise D 9,00 −80 000 142 000
2020-09-09 2020-09-08 4 Chang Leonard R. FOCS Incentive Units in Focus Financial Partners, LLC M - Exercise D 7,00 −145 464 0
2020-09-09 2020-09-08 4 Chang Leonard R. FOCS Incentive Units in Focus Financial Partners, LLC M - Exercise D 6,00 −10 316 0
2020-09-09 2020-09-08 4 Chang Leonard R. FOCS Class A Common Stock S - Sale D 31,0500 −186 783 −5 800 0
2020-09-09 2020-09-08 4 Chang Leonard R. FOCS Class A Common Stock M - Exercise D 186 783 186 783
2020-01-03 2020-01-01 4 KKR Management Holdings L.P. See Footnotes FOCS Units of Focus Financial Partners, LLC J - Other I −4 384 002 0
2020-01-03 2020-01-01 4 KKR Management Holdings L.P. See Footnotes FOCS Class A Common Stock J - Other I −487 112 0
2019-12-20 3 McGranahan John Russell FOCS Class A Common Stock D 2 000
2019-12-20 3 McGranahan John Russell FOCS Class A Common Stock D 2 000
2019-12-20 3 McGranahan John Russell FOCS Class A Common Stock D 2 000
2019-12-13 2019-12-11 4 Gottdiener Noah FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 27,90 23 910 23 910
2019-12-13 2019-12-11 4 MCWHINNEY DEBORAH D FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 27,90 23 910 23 910
2019-12-13 2019-12-11 4 Feliciani Joseph FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 27,90 23 910 23 910
2019-12-13 2019-12-11 4 Kodialam Rajini Sundar FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 27,90 266 904 266 904
2019-12-13 2019-12-11 4 Shanahan James FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 27,90 179 405 179 405
2019-12-13 2019-12-11 4 Adolf Ruediger By Adolf Family Trust II FOCS Incentive Units in Focus Financial Partners, LLC A - Award I 27,90 100 000 100 000
2019-12-13 2019-12-11 4 Adolf Ruediger FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 27,90 306 788 306 788
2019-04-02 2019-04-01 4 Feliciani Joseph FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 36,64 30 000 30 000
2018-12-20 2018-12-18 4 Adolf Ruediger FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 28,50 331 642 331 642
2018-12-20 2018-12-18 4 Shanahan James FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 28,50 162 806 162 806
2018-12-20 2018-12-18 4 Kodialam Rajini Sundar FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 28,50 192 956 192 956
2018-12-20 2018-12-18 4 Gottdiener Noah FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 28,50 20 507 20 507
2018-12-20 2018-12-18 4 MCWHINNEY DEBORAH D FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 28,50 20 507 20 507
2018-08-01 3 ROBERTS GEORGE R See Footnotes FOCS Class A Common Stock I 5 626 919
2018-08-01 3 ROBERTS GEORGE R See Footnotes FOCS Class A Common Stock I 9 254 454
2018-08-01 3 ROBERTS GEORGE R See Footnotes FOCS Class A Common Stock I 5 677 855
2018-08-01 3 ROBERTS GEORGE R See Footnotes FOCS Class A Common Stock I 9 254 454
2018-08-01 3 ROBERTS GEORGE R See Footnotes FOCS Class A Common Stock I 9 254 454
2018-08-01 3 ROBERTS GEORGE R See Footnotes FOCS Class A Common Stock I 5 677 855
2018-08-01 3 ROBERTS GEORGE R See Footnotes FOCS Class A Common Stock I 5 626 919
2018-08-01 3 ROBERTS GEORGE R See Footnotes FOCS Class A Common Stock I 5 677 855
2018-08-01 3 ROBERTS GEORGE R See Footnotes FOCS Class A Common Stock I 9 254 454
2018-08-01 3 ROBERTS GEORGE R See Footnotes FOCS Class A Common Stock I 5 626 919
2018-08-01 3 ROBERTS GEORGE R See Footnotes FOCS Class A Common Stock I 5 677 855
2018-08-01 3 ROBERTS GEORGE R See Footnotes FOCS Class A Common Stock I 9 254 454
2018-08-01 3 ROBERTS GEORGE R See Footnotes FOCS Class A Common Stock I 5 626 919
2018-08-01 3 ROBERTS GEORGE R See Footnotes FOCS Class A Common Stock I 5 677 855
2018-08-01 3 ROBERTS GEORGE R See Footnotes FOCS Class A Common Stock I 9 254 454
2018-08-01 3 ROBERTS GEORGE R See Footnotes FOCS Class A Common Stock I 5 626 919
2018-08-01 3 ROBERTS GEORGE R See Footnotes FOCS Class A Common Stock I 5 626 919
2018-08-01 3 ROBERTS GEORGE R See Footnotes FOCS Class A Common Stock I 5 677 855
2018-08-01 3 ROBERTS GEORGE R See Footnotes FOCS Class A Common Stock I 5 677 855
2018-08-01 3 ROBERTS GEORGE R See Footnotes FOCS Class A Common Stock I 5 677 855
2018-08-01 3 ROBERTS GEORGE R See Footnotes FOCS Class A Common Stock I 9 254 454
2018-08-01 3 ROBERTS GEORGE R See Footnotes FOCS Class A Common Stock I 5 677 855
2018-08-01 3 ROBERTS GEORGE R See Footnotes FOCS Class A Common Stock I 5 677 855
2018-08-01 3 ROBERTS GEORGE R See Footnotes FOCS Class A Common Stock I 9 254 454
2018-08-01 3 ROBERTS GEORGE R See Footnotes FOCS Class A Common Stock I 9 254 454
2018-08-01 3 ROBERTS GEORGE R See Footnotes FOCS Class A Common Stock I 5 626 919
2018-08-01 3 ROBERTS GEORGE R See Footnotes FOCS Class A Common Stock I 9 254 454
2018-08-01 3 ROBERTS GEORGE R See Footnotes FOCS Class A Common Stock I 5 626 919
2018-08-01 3 ROBERTS GEORGE R See Footnotes FOCS Class A Common Stock I 5 626 919
2018-08-01 3 ROBERTS GEORGE R See Footnotes FOCS Class A Common Stock I 5 677 855
2018-08-01 3 ROBERTS GEORGE R See Footnotes FOCS Class A Common Stock I 9 254 454
2018-08-01 3 ROBERTS GEORGE R See Footnotes FOCS Class A Common Stock I 5 626 919
2018-08-01 3 ROBERTS GEORGE R See Footnotes FOCS Class A Common Stock I 5 626 919
2018-08-01 3 Carey James D See Footnotes FOCS Class A Common Stock I 22 992 402
2018-08-01 3 Carey James D See Footnotes FOCS Class A Common Stock I 22 992 402
2018-08-01 3 Carey James D See Footnotes FOCS Class A Common Stock I 22 992 402
2018-08-01 3 Trident Capital VI, L.P. See Footnotes FOCS Class A Common Stock I 20 429 182
2018-08-01 3 Trident Capital VI, L.P. See Footnotes FOCS Class A Common Stock I 12 770 294
2018-08-01 3 Trident Capital VI, L.P. See Footnotes FOCS Class A Common Stock I 11 685 520
2018-08-01 3 Trident Capital VI, L.P. See Footnotes FOCS Class A Common Stock I 12 770 294
2018-08-01 3 Trident Capital VI, L.P. See Footnotes FOCS Class A Common Stock I 20 429 182
2018-08-01 3 Trident Capital VI, L.P. See Footnotes FOCS Class A Common Stock I 11 685 520
2018-08-01 3 Trident Capital VI, L.P. See Footnotes FOCS Class A Common Stock I 12 596 009
2018-08-01 3 Trident Capital VI, L.P. See Footnotes FOCS Class A Common Stock I 12 770 294
2018-08-01 3 Trident Capital VI, L.P. See Footnotes FOCS Class A Common Stock I 20 429 182
2018-08-01 3 Trident Capital VI, L.P. See Footnotes FOCS Class A Common Stock I 11 685 520
2018-08-01 3 Trident Capital VI, L.P. See Footnotes FOCS Class A Common Stock I 12 596 009
2018-08-01 3 Trident Capital VI, L.P. See Footnotes FOCS Class A Common Stock I 12 770 294
2018-08-01 3 Trident Capital VI, L.P. See Footnotes FOCS Class A Common Stock I 20 429 182
2018-08-01 3 Trident Capital VI, L.P. See Footnotes FOCS Class A Common Stock I 11 685 520
2018-08-01 3 Trident Capital VI, L.P. See Footnotes FOCS Class A Common Stock I 12 596 009
2018-08-01 3 Trident Capital VI, L.P. See Footnotes FOCS Class A Common Stock I 12 770 294
2018-08-01 3 Trident Capital VI, L.P. See Footnotes FOCS Class A Common Stock I 20 429 182
2018-08-01 3 Trident Capital VI, L.P. See Footnotes FOCS Class A Common Stock I 11 685 520
2018-08-01 3 Trident Capital VI, L.P. See Footnotes FOCS Class A Common Stock I 12 770 294
2018-08-01 3 Trident Capital VI, L.P. See Footnotes FOCS Class A Common Stock I 20 429 182
2018-08-01 3 Trident Capital VI, L.P. See Footnotes FOCS Class A Common Stock I 11 685 520
2018-08-01 3 Trident Capital VI, L.P. See Footnotes FOCS Class A Common Stock I 12 596 009
2018-08-01 3 Trident Capital VI, L.P. See Footnotes FOCS Class A Common Stock I 12 770 294
2018-08-01 3 Trident Capital VI, L.P. See Footnotes FOCS Class A Common Stock I 20 429 182
2018-08-01 3 Trident Capital VI, L.P. See Footnotes FOCS Class A Common Stock I 11 685 520
2018-08-01 3 Trident Capital VI, L.P. See Footnotes FOCS Class A Common Stock I 12 596 009
2018-08-01 3 Trident Capital VI, L.P. See Footnotes FOCS Class A Common Stock I 12 596 009
2018-08-01 3 Trident Capital VI, L.P. See Footnotes FOCS Class A Common Stock I 20 429 182
2018-08-01 3 Trident Capital VI, L.P. See Footnotes FOCS Class A Common Stock I 11 685 520
2018-08-01 3 Trident Capital VI, L.P. See Footnotes FOCS Class A Common Stock I 12 596 009
2018-08-01 3 Trident Capital VI, L.P. See Footnotes FOCS Class A Common Stock I 12 770 294
2018-08-01 3 Trident Capital VI, L.P. See Footnotes FOCS Class A Common Stock I 12 596 009
2018-08-01 3 Trident Capital VI, L.P. See Footnotes FOCS Class A Common Stock I 12 770 294
2018-08-01 3 Trident Capital VI, L.P. See Footnotes FOCS Class A Common Stock I 20 429 182
2018-08-01 3 Trident Capital VI, L.P. See Footnotes FOCS Class A Common Stock I 11 685 520
2018-08-01 3 Trident Capital VI, L.P. See Footnotes FOCS Class A Common Stock I 12 596 009
2018-08-01 3 KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes FOCS Class A Common Stock I 5 677 855
2018-08-01 3 KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes FOCS Class A Common Stock I 9 254 454
2018-08-01 3 KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes FOCS Class A Common Stock I 5 626 919
2018-08-01 3 KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes FOCS Class A Common Stock I 9 254 454
2018-08-01 3 KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes FOCS Class A Common Stock I 5 677 855
2018-08-01 3 KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes FOCS Class A Common Stock I 9 254 454
2018-08-01 3 KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes FOCS Class A Common Stock I 5 626 919
2018-08-01 3 KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes FOCS Class A Common Stock I 5 626 919
2018-08-01 3 KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes FOCS Class A Common Stock I 5 677 855
2018-08-01 3 KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes FOCS Class A Common Stock I 9 254 454
2018-08-01 3 KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes FOCS Class A Common Stock I 5 626 919
2018-08-01 3 KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes FOCS Class A Common Stock I 5 677 855
2018-08-01 3 KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes FOCS Class A Common Stock I 9 254 454
2018-08-01 3 KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes FOCS Class A Common Stock I 5 626 919
2018-08-01 3 KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes FOCS Class A Common Stock I 5 677 855
2018-08-01 3 KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes FOCS Class A Common Stock I 9 254 454
2018-08-01 3 KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes FOCS Class A Common Stock I 5 626 919
2018-08-01 3 KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes FOCS Class A Common Stock I 5 677 855
2018-08-01 3 KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes FOCS Class A Common Stock I 9 254 454
2018-08-01 3 KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes FOCS Class A Common Stock I 5 626 919
2018-08-01 3 KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes FOCS Class A Common Stock I 5 677 855
2018-08-01 3 KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes FOCS Class A Common Stock I 9 254 454
2018-08-01 3 KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes FOCS Class A Common Stock I 5 626 919
2018-08-01 3 KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes FOCS Class A Common Stock I 5 677 855
2018-08-01 3 KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes FOCS Class A Common Stock I 9 254 454
2018-08-01 3 KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes FOCS Class A Common Stock I 5 626 919
2018-08-01 3 KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes FOCS Class A Common Stock I 5 677 855
2018-08-01 3 KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes FOCS Class A Common Stock I 9 254 454
2018-08-01 3 KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes FOCS Class A Common Stock I 5 626 919
2018-08-01 3 KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes FOCS Class A Common Stock I 5 677 855
2018-08-01 3 KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes FOCS Class A Common Stock I 9 254 454
2018-08-01 3 KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes FOCS Class A Common Stock I 5 626 919
2018-08-01 3 KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes FOCS Class A Common Stock I 5 677 855
2018-07-30 2018-07-30 4 Gottdiener Noah FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 33,00 30 000 30 000
2018-07-30 2018-07-30 4 Gottdiener Noah FOCS Class A Common Stock P - Purchase D 33,0000 7 575 250 7 575
2018-07-30 2018-07-30 4 Kodialam Rajini Sundar By Kodialam 2014 Family Trust FOCS Incentive Units in Focus Financial Partners, LLC A - Award I 33,00 162 500 162 500
2018-07-30 2018-07-30 4 Kodialam Rajini Sundar By Kodialam 2014 Family Trust FOCS Incentive Units in Focus Financial Partners, LLC A - Award I 23,00 125 000 125 000
2018-07-30 2018-07-30 4 Kodialam Rajini Sundar By Kodialam 2014 Family Trust FOCS Incentive Units in Focus Financial Partners, LLC A - Award I 21,00 450 000 450 000
2018-07-30 2018-07-30 4 Kodialam Rajini Sundar By Kodialam 2014 Family Trust FOCS Incentive Units in Focus Financial Partners, LLC A - Award I 19,00 130 000 130 000
2018-07-30 2018-07-30 4 Kodialam Rajini Sundar By Kodialam 2014 Family Trust FOCS Incentive Units in Focus Financial Partners, LLC A - Award I 21,00 130 000 130 000
2018-07-30 2018-07-30 4 Kodialam Rajini Sundar By Kodialam 2014 Family Trust FOCS Incentive Units in Focus Financial Partners, LLC A - Award I 13,00 295 000 295 000
2018-07-30 2018-07-30 4 Kodialam Rajini Sundar By Kodialam 2014 Family Trust FOCS Incentive Units in Focus Financial Partners, LLC A - Award I 11,00 340 000 340 000
2018-07-30 2018-07-30 4 Kodialam Rajini Sundar FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 33,00 487 500 487 500
2018-07-30 2018-07-30 4 Kodialam Rajini Sundar FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 23,00 93 544 93 544
2018-07-30 2018-07-30 4 Kodialam Rajini Sundar FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 21,00 100 000 100 000
2018-07-30 2018-07-30 4 Kodialam Rajini Sundar FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 16,00 9 401 9 401
2018-07-30 2018-07-30 4 Kodialam Rajini Sundar FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 9,00 345 348 345 348
2018-07-30 2018-07-30 4 MCWHINNEY DEBORAH D FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 33,00 30 000 30 000
2018-07-30 2018-07-30 4 MCWHINNEY DEBORAH D FOCS Class A Common Stock P - Purchase D 33,0000 3 000 99 3 000
2018-07-30 2018-07-30 4 Shanahan James By Shanahan Family 2013 Insurance Trust FOCS Incentive Units in Focus Financial Partners, LLC A - Award I 21,00 90 000 90 000
2018-07-30 2018-07-30 4 Shanahan James By Shanahan Family 2013 Insurance Trust FOCS Incentive Units in Focus Financial Partners, LLC A - Award I 19,00 90 000 90 000
2018-07-30 2018-07-30 4 Shanahan James By Shanahan Family 2013 Insurance Trust FOCS Incentive Units in Focus Financial Partners, LLC A - Award I 13,00 75 000 75 000
2018-07-30 2018-07-30 4 Shanahan James FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 33,00 540 000 540 000
2018-07-30 2018-07-30 4 Shanahan James FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 22,00 167 405 167 405
2018-07-30 2018-07-30 4 Shanahan James FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 21,00 400 000 400 000
2018-07-30 2018-07-30 4 Shanahan James FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 11,00 140 000 140 000
2018-07-30 2018-07-30 4 Shanahan James FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 16,00 11 739 11 739
2018-07-30 2018-07-30 4 Shanahan James FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 9,00 417 000 417 000
2018-07-30 2018-07-30 4 Adolf Ruediger By Adolf Family Trust II FOCS Incentive Units in Focus Financial Partners, LLC A - Award I 23,00 100 000 100 000
2018-07-30 2018-07-30 4 Adolf Ruediger By Adolf Family Trust II FOCS Incentive Units in Focus Financial Partners, LLC A - Award I 12,00 470 000 470 000
2018-07-30 2018-07-30 4 Adolf Ruediger By Adolf Family Trust II FOCS Incentive Units in Focus Financial Partners, LLC A - Award I 11,00 90 000 90 000
2018-07-30 2018-07-30 4 Adolf Ruediger FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 33,00 800 000 800 000
2018-07-30 2018-07-30 4 Adolf Ruediger FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 23,00 206 284 206 284
2018-07-30 2018-07-30 4 Adolf Ruediger FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 21,00 725 000 725 000
2018-07-30 2018-07-30 4 Adolf Ruediger FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 21,00 190 500 190 500
2018-07-30 2018-07-30 4 Adolf Ruediger FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 19,00 200 000 200 000
2018-07-30 2018-07-30 4 Adolf Ruediger FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 13,00 195 000 195 000
2018-07-30 2018-07-30 4 Adolf Ruediger FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 11,00 220 000 220 000
2018-07-30 2018-07-30 4 Adolf Ruediger FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 16,00 16 511 16 511
2018-07-30 2018-07-30 4 Adolf Ruediger FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 7,00 337 081 337 081
2018-07-30 2018-07-30 4 Adolf Ruediger FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 9,00 757 000 757 000
2018-07-30 2018-07-30 4 Adolf Ruediger FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 6,00 46 386 46 386
2018-07-30 2018-07-30 4 Adolf Ruediger FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 5,50 97 798 97 798
2018-07-30 2018-07-30 4 Adolf Ruediger FOCS Incentive Units in Focus Financial Partners, LLC A - Award D 1,42 175 421 175 421
2018-07-30 2018-07-30 4 Adolf Ruediger By Adolf Family Trust II FOCS Common Units in Focus Financial Partners, LLC A - Award I 160 450 160 450
2018-07-30 2018-07-30 4 Adolf Ruediger FOCS Common Units in Focus Financial Partners, LLC M - Exercise D 58 495 58 495
2018-07-30 2018-07-30 4 Adolf Ruediger FOCS Convertible Preferred Units in Focus Financial Partners, LLC M - Exercise D −58 495 0
2018-07-30 2018-07-30 4 Adolf Ruediger FOCS Convertible Preferred Units in Focus Financial Partners, LLC A - Award D 58 495 58 495
2018-07-25 3 Adolf Ruediger FOCS Class A Common Stock D 20
2018-07-25 3 Adolf Ruediger FOCS Class A Common Stock D 20
2018-07-25 3 Adolf Ruediger FOCS Class A Common Stock D 20
P
Köp på öppna marknaden eller privat köp av icke-derivatsäkerhet
S
Köp på öppna marknaden eller privat försäljning av icke-derivatsäkerhet
A
Bevilja, tilldelning eller annat förvärv av värdepapper från företaget (såsom en option)
C
Omvandling av derivat
D
Försäljning eller överföring av värdepapper tillbaka til företaget
F
Betalning av lösenpris eller skatteskuld med del av värdepapper som erhållits från bolaget
G
Överlåtelse av värdepapper från eller till insidern
K
Aktieswappar och liknande säkringsaffärer
M
Utövande eller omvandling av derivatsäkerhet som erhållits från företaget (som en option)
V
En transaktion friviligt rapporterad på schema 4
J
Andra (med en fotnot som beskriver transaktionen)
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