इनसाइडर शेयर | 30,575 shares |
इनसाइडर सेंटीमेंट स्कोर
इनसाइडर सेंटीमेंट स्कोर उन कंपनियों का पता लगाता है जिन्हें कॉर्पोरेट इनसाइडर द्वारा खरीदा जा रहा है।
यह एक परिष्कृत, बहु-कारक मात्रात्मक मॉडल का परिणाम है जो इनसाइडर संचय के उच्चतम स्तर वाली कंपनियों की पहचान करता है। स्कोरिंग मॉडल पिछले 90 दिनों में खरीदने वाले इनसाइडर की शुद्ध संख्या, फ्लोट के प्रतिशत के रूप में खरीदे गए कुल शेयर और इनसाइडर के स्वामित्व वाले कुल शेयरों के संयोजन का उपयोग करता है। संख्या 0 से 100 तक होती है, उच्च संख्याएं अपने प्रतिद्वंदिओ के लिए संचय के उच्च स्तर का संकेत देती हैं, और 50 औसत है।
अपडेट फ्रीक्वेंसी: दैनिक
इनसाइडर्स टॉप पिक्स देखें, जो उच्चतम इनसाइडर संचय वाली कंपनियों की एक सूची प्रदान करता है।
ऑफिसर सेंटीमेंट स्कोर
ऑफिसर सेंटीमेंट स्कोर से पता चलता है कि कंपनियों को कॉर्पोरेट ऑफिसर द्वारा खरीदा जा रहा है।
परिभाषा के अनुसार कॉर्पोरेट ऑफिसर कॉर्पोरेट इनसाइडर्स होते हैं, लेकिन कुछ अन्य इनसाइडर्स (10% शेयरधारक और बोर्ड सदस्य) के विपरीत, ऑफिसर कंपनी के लिए दैनिक आधार पर काम करते हैं, और व्यापार करते समय वे अपने स्वयं के पैसे का उपयोग करते हैं। (10% शेयरधारक और बोर्ड सदस्य अक्सर अन्य लोगों के पैसे का प्रबंधन करने वाले फंड मैनेजर होते हैं।) इस प्रकार, ऑफिसर द्वारा किए गए इनसाइडर व्यापार बहुत अधिक महत्वपूर्ण होते हैं और उनके साथ उचित व्यवहार किया जाना चाहिए।
इनसाइडर सेंटीमेंट स्कोर की तरह, ऑफिसर सेंटीमेंट स्कोर एक परिष्कृत, बहु-कारक मात्रात्मक मॉडल का परिणाम है जो उच्चतम स्तर के ऑफिसर संचय वाली कंपनियों की पहचान करता है।
अपडेट फ्रीक्वेंसी: दैनिक
इनसाइडर्स टॉप पिक्स देखें, जो उच्चतम इनसाइडर सेंटीमेंट वाली कंपनियों की एक सूची प्रदान करता है।
मुख्य इनसाइडर मेट्रिक्स
यह कार्ड दिखाता है कि कंपनी विभिन्न इनसाइडर मेट्रिक्स के साथ कैसे रैंक करती है। प्रतिशतक रैंक से पता चलता है कि यह कंपनी अमेरिकी बाज़ारों में अन्य कंपनियों से कैसे तुलना करती है। ऊंची रैंकिंग बेहतर स्थितियों का संकेत है।
उदाहरण के लिए, यह आम तौर पर स्वीकार किया जाता है कि इनसाइडर खरीदारी एक सकारात्मक संकेतक है, इसलिए अधिक इनसाइडर खरीदारी वाली कंपनियां कम इनसाइडर खरीदारी (या यहां तक कि इनसाइडर बिक्री) वाली कंपनियों की तुलना में उच्च रैंक पर होंगी।
खरीदने वाले इनसाइडर की शुद्ध संख्या (रैंक)
N/A
इनसाइडर ख़रीदारी की कुल संख्या, पिछले 90 दिनों में बेचने वाले इनसाइडर की कुल संख्या को घटाकर ख़रीदने वाले इनसाइडर की कुल संख्या है। प्रतिशतक रैंक यहां दिखाई गई है (0 से 100% तक)।
इनसाइडर द्वारा खरीदे गए फ़्लोट का प्रतिशत (रैंक)
N/A
इनसाइडर द्वारा खरीदे गए फ्लोट का प्रतिशत इनसाइडर द्वारा खरीदे गए शेयरों की कुल संख्या है, जिसमें पिछले 90 दिनों में इनसाइडर द्वारा बेचे गए शेयरों की कुल संख्या को घटाकर, कुल फ्लोट से विभाजित किया जाता है और 100 से गुणा किया जाता है।
इनसाइडर ट्रेडिंग चार्ट
Focus Financial Partners Inc - Class A इनसाइडर व्यापार निम्नलिखित चार्ट में दिखाए गए हैं। इनसाइडर किसी कंपनी के ऑफिसर, निदेशक या महत्वपूर्ण निवेशक होते हैं। सामान्य तौर पर, इनसाइडर के लिए सामग्री, गैर-सार्वजनिक जानकारी के आधार पर अपनी कंपनियों में व्यापार करना आम तौर पर अवैध है। इसका मतलब यह नहीं है कि उनके लिए अपनी कंपनियों में कोई भी व्यापार करना गैरकानूनी है। हालाँकि, उन्हें फॉर्म 4 के माध्यम से SEC को सभी ट्रेडों की रिपोर्ट करनी होगी।
इनसाइडर रोस्टर और प्रॉफिटेबिलिटी मेट्रिक्स
यह तालिका ज्ञात इनसाइडर की सूची दिखाती है, और SEC को बताई गई फाइलिंग से स्वचालित रूप से उत्पन्न होती है। नामों, सबसे हालिया शीर्षक, और निदेशक, ऑफिसर, या 10% मालिक पदनाम के अलावा, हम नवीनतम प्रकट होल्डिंग्स प्रदान करते हैं। इसके अतिरिक्त, जब भी संभव हो हम इनसाइडर के लिए ऐतिहासिक व्यापार प्रदर्शन प्रदान करते हैं। ऐतिहासिक व्यापार प्रदर्शन इनसाइडर द्वारा किए गए वास्तविक खुले बाजार खरीद लेनदेन के प्रदर्शन का एक भारित औसत है। इसकी गणना कैसे की जाती है, इसके बारे में अधिक जानकारी के लिए, यह YouTube वेबिनार देखें।
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इनसाइडर | औसत लाभ (%) | शेयर ओन्ड |
विभाजित समायोजित |
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इनसाइडर खरीद के ट्रैक रिकॉर्ड - अल्पकालिक लाभ विश्लेषण
इस अनुभाग में, हम FOCS / Focus Financial Partners Inc - Class A में की गई प्रत्येक अनियोजित, खुले बाज़ार की इनसाइडर खरीदारी की लाभप्रदता का विश्लेषण करते हैं। यह विश्लेषण यह समझने में मदद करता है कि क्या इनसाइडर लगातार असामान्य रिटर्न उत्पन्न करता है, और यह अनुसरण करने योग्य है। यह विश्लेषण प्रत्येक व्यापार के बाद एक वर्ष के लिए है, और यह परिणाम सैद्धांतिक हैं .
निम्न टेबल्स सबसे हालिया खुले बाज़ार की खरीदारी को दर्शाती है जो स्वचालित ट्रेडिंग योजना का हिस्सा नहीं थी।
समायोजित कीमत विभाजित-समायोजित कीमत है। समायोजित शेयर विभाजित-समायोजित शेयर हैं।
इनसाइडर बिक्री के ट्रैक रिकॉर्ड - अल्पकालिक हानि विश्लेषण
इस अनुभाग में, हम FOCS / Focus Financial Partners Inc - Class A में की गई प्रत्येक अनियोजित, खुले बाज़ार की इनसाइडर बिक्री के अल्पकालिक नुकसान से बचने का विश्लेषण करते हैं। हानि से बचने का एक सुसंगत पैटर्न यह सुझाव दे सकता है कि भविष्य में बिक्री लेनदेन कीमत में गिरावट की भविष्यवाणी कर सकते हैं। यह विश्लेषण प्रत्येक व्यापार के बाद एक वर्ष के लिए है, और यह परिणाम सैद्धांतिक हैं .
निम्न टेबल्स सबसे हालिया खुले बाज़ार की बिक्री को दर्शाती है जो स्वचालित ट्रेडिंग योजना का हिस्सा नहीं थी।
समायोजित कीमत विभाजित-समायोजित कीमत है। समायोजित शेयर विभाजित-समायोजित शेयर हैं।
ट्रांजेक्शन इतिहास
संपूर्ण लेन-देन इतिहास देखने के लिए लिंक आइकन पर क्लिक करें। 10b5-1 स्वचालित ट्रेडिंग योजना के भाग के रूप में रिपोर्ट किए गए लेन-देन में 10b-5 चिह्नित कॉलम में एक X अंकित होगा।
फ़ाइल तिथि |
व्यापार तिथि |
फॉर्म | इनसाइडर | टिकर | प्रतिभूति वर्ग | कोड | प्रत्यक्ष | एक्सरसाइज कीमत |
यूनिट कीमत |
यूनिटस परिवर्तित |
वैल्यू परिवर्तित (1K) |
शेष ऑप्शन |
शेष शेयर |
|
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2023-09-01 | 2023-08-31 | 4 | Shanahan James By James Shanahan 2020 Revocable Trust | FOCS | Class A Common Stock, $0.01 par value | 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 | 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 | 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 | 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 | 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 | I | 584,552 | 584,552 | ||||||
2023-09-01 | 2023-08-31 | 4 | Adolf Ruediger | FOCS | Class A Common Stock, $0.01 par value | 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 | 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 | 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 | 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 | 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 | D | 413,124 | 414,124 | ||||||
2023-09-01 | 2023-08-31 | 4 | LeMieux George | FOCS | Class A Common Stock, $0.01 par value | 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 | 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 | 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 | 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 | 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 | 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 | 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 | D | 9,611 | 9,611 | ||||||
2023-09-01 | 2023-08-31 | 4 | Feliciani Joseph | FOCS | Class A Common Stock, $0.01 par value | 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 | 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 | 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 | D | 947,643 | 947,643 | ||||||
2023-08-31 | 2023-08-31 | 4 | STONE POINT CAPITAL LLC See Footnotes | FOCS | Class A Common Stock | 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 | 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 | 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 | 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 | I | 8,250,165 | 8,250,165 | ||||||
2023-08-31 | 2023-08-31 | 4 | Carey James D See Footnotes | FOCS | Class A Common Stock | 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 | I | 8,250,165 | 16,048,975 | ||||||
2022-03-14 | 2022-03-07 | 4 | LeMieux George | FOCS | Incentive Units in Focus Financial Partners, LLC | 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 | D | 43.07 | 30,000 | 30,000 | |||||
2021-12-27 | 2021-12-22 | 4 | Feliciani Joseph | FOCS | Common Units in Focus Financial Partners, LLC | D | 1,162 | 2,113 | ||||||
2021-12-27 | 2021-12-22 | 4 | Feliciani Joseph | FOCS | Incentive Units in Focus Financial Partners, LLC | 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 | D | 15,535 | 21,690 | ||||||
2021-12-27 | 2021-12-22 | 4 | Chang Leonard R. | FOCS | Incentive Units in Focus Financial Partners, LLC | 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 | 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 | I | 58.50 | 65,605 | 65,605 | |||||
2021-12-27 | 2021-12-22 | 4 | Mashinsky Kristine | FOCS | Common Units in Focus Financial Partners, LLC | D | 1,162 | 1,162 | ||||||
2021-12-27 | 2021-12-22 | 4 | Mashinsky Kristine | FOCS | Incentive Units in Focus Financial Partners, LLC | 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 | 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 | 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 | D | 1,162 | 2,113 | ||||||
2021-12-27 | 2021-12-22 | 4 | Morganroth Greg S. | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 58.50 | 5,489 | 5,489 | |||||
2021-12-27 | 2021-12-22 | 4 | Adolf Ruediger | FOCS | Common Units in Focus Financial Partners, LLC | 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 | I | 58.50 | 46,470 | 46,470 | |||||
2021-12-27 | 2021-12-22 | 4 | Adolf Ruediger | FOCS | Incentive Units in Focus Financial Partners, LLC | 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 | 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 | I | 58.50 | 91,465 | 91,465 | |||||
2021-12-20 | 2021-12-20 | 4 | Adolf Ruediger | FOCS | Common Units in Focus Financial Partners, LLC | 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 | D | 505,263 | 575,903 | ||||||
2021-12-20 | 2021-12-20 | 4 | Adolf Ruediger | FOCS | Incentive Units in Focus Financial Partners, LLC | 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 | 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 | D | 78,947 | 83,565 | ||||||
2021-12-20 | 2021-12-20 | 4 | McGranahan John Russell | FOCS | Incentive Units in Focus Financial Partners, LLC | 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 | 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 | D | 64.3800 | -583 | -38 | 6,155 | ||||
2021-12-09 | 2021-12-07 | 4 | Adolf Ruediger | FOCS | Common Units in Focus Financial Partners, LLC | 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 | 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 | D | 64.3800 | -512 | -33 | 7,891 | ||||
2021-08-17 | 2021-08-16 | 4 | Mashinsky Kristine | FOCS | Class A Common Stock | D | 49.6938 | 6,080 | 302 | 20,000 | ||||
2021-08-17 | 2021-08-13 | 4 | Mashinsky Kristine | FOCS | Class A Common Stock | 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 | I | -3,654,044 | 0 | ||||||
2021-06-24 | 2021-06-23 | 4 | KKR Fund Holdings L.P. See footnotes | FOCS | Class A Common Stock | 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 | 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 | 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 | 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 | I | -3,654,044 | 0 | ||||||
2021-06-24 | 2021-06-23 | 4 | KKR Freya Aggregator L.P. See footnotes | FOCS | Class A Common Stock | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | I | -351,220 | 8,250,165 | ||||||
2021-03-18 | 2021-03-16 | 4 | STONE POINT CAPITAL LLC See Footnotes | FOCS | Class A Common Stock | 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 | 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 | 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 | 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 | I | 351,220 | 351,220 | ||||||
2021-03-18 | 2021-03-16 | 4 | Carey James D See Footnotes | FOCS | Units of Focus Financial Partners, LLC | I | -351,220 | 8,250,165 | ||||||
2021-03-18 | 2021-03-16 | 4 | Carey James D See Footnotes | FOCS | Class A Common Stock | 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 | 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 | I | -1,296,885 | 8,601,385 | ||||||
2021-03-04 | 2021-03-02 | 4 | Carey James D See Footnotes | FOCS | Class A Common Stock | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | I | 574,400 | 1,061,512 | ||||||
2021-01-05 | 2021-01-01 | 4 | Mashinsky Kristine | FOCS | Incentive Units in Focus Financial Partners, LLC | 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 | D | 8,403 | 8,403 | ||||||
2020-12-09 | 2020-12-07 | 4 | Kodialam Rajini Sundar | FOCS | Incentive Units in Focus Financial Partners, LLC | 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 | D | 5,054 | 5,054 | ||||||
2020-12-09 | 2020-12-07 | 4 | McGranahan John Russell | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 44.71 | 49,659 | 49,659 | |||||
2020-12-09 | 2020-12-07 | 4 | Feliciani Joseph | FOCS | Common Units in Focus Financial Partners, LLC | D | 951 | 951 | ||||||
2020-12-09 | 2020-12-07 | 4 | Feliciani Joseph | FOCS | Incentive Units in Focus Financial Partners, LLC | 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 | D | 951 | 951 | ||||||
2020-12-09 | 2020-12-07 | 4 | Morganroth Greg S. | FOCS | Incentive Units in Focus Financial Partners, LLC | 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 | D | 951 | 951 | ||||||
2020-12-09 | 2020-12-07 | 4 | MCWHINNEY DEBORAH D | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 44.71 | 9,341 | 9,341 | |||||
2020-12-09 | 2020-12-07 | 4 | Adolf Ruediger | FOCS | Common Units in Focus Financial Partners, LLC | D | 12,933 | 12,933 | ||||||
2020-12-09 | 2020-12-07 | 4 | Adolf Ruediger | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 44.71 | 127,080 | 127,080 | |||||
2020-12-09 | 2020-12-07 | 4 | Shanahan James | FOCS | Common Units in Focus Financial Partners, LLC | D | 5,648 | 5,648 | ||||||
2020-12-09 | 2020-12-07 | 4 | Shanahan James | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 44.71 | 55,501 | 55,501 | |||||
2020-12-09 | 2020-12-07 | 4 | Gottdiener Noah | FOCS | Common Units in Focus Financial Partners, LLC | D | 951 | 951 | ||||||
2020-12-09 | 2020-12-07 | 4 | Gottdiener Noah | FOCS | Incentive Units in Focus Financial Partners, LLC | 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 | D | 6,738 | 6,738 | ||||||
2020-12-09 | 2020-12-07 | 4 | Chang Leonard R. | FOCS | Incentive Units in Focus Financial Partners, LLC | 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 | 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 | D | -14,413 | 100 | ||||||
2020-09-09 | 2020-09-08 | 4 | McGranahan John Russell | FOCS | Common Units in Focus Financial Partners, LLC | D | -92,767 | 0 | ||||||
2020-09-09 | 2020-09-08 | 4 | McGranahan John Russell | FOCS | Common Units in Focus Financial Partners, LLC | D | 92,767 | 92,767 | ||||||
2020-09-09 | 2020-09-08 | 4 | McGranahan John Russell | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 19.00 | -75,213 | 0 | |||||
2020-09-09 | 2020-09-08 | 4 | McGranahan John Russell | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 16.00 | -100,000 | 0 | |||||
2020-09-09 | 2020-09-08 | 4 | McGranahan John Russell | FOCS | Class A Common Stock | D | 31.0500 | -107,180 | -3,328 | 1,000 | ||||
2020-09-09 | 2020-09-08 | 4 | McGranahan John Russell | FOCS | Class A Common Stock | 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 | I | -48,462 | 0 | ||||||
2020-09-09 | 2020-09-08 | 4 | Shanahan James | FOCS | Common Units in Focus Financial Partners, LLC | 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 | I | 48,462 | 48,462 | ||||||
2020-09-09 | 2020-09-08 | 4 | Shanahan James | FOCS | Common Units in Focus Financial Partners, LLC | 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 | I | 13.00 | -75,000 | 0 | |||||
2020-09-09 | 2020-09-08 | 4 | Shanahan James | FOCS | Incentive Units in Focus Financial Partners, LLC | 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 | I | 31.0500 | -48,462 | -1,505 | 0 | ||||
2020-09-09 | 2020-09-08 | 4 | Shanahan James | FOCS | Class A Common Stock | 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 | I | 48,462 | 48,462 | ||||||
2020-09-09 | 2020-09-08 | 4 | Shanahan James | FOCS | Class A Common Stock | D | 177,979 | 177,979 | ||||||
2020-09-09 | 2020-09-08 | 4 | Adolf Ruediger | FOCS | Common Units in Focus Financial Partners, LLC | D | -561,185 | 58,495 | ||||||
2020-09-09 | 2020-09-08 | 4 | Adolf Ruediger | FOCS | Common Units in Focus Financial Partners, LLC | D | 561,185 | 619,680 | ||||||
2020-09-09 | 2020-09-08 | 4 | Adolf Ruediger | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 7.00 | -336,000 | 1,081 | |||||
2020-09-09 | 2020-09-08 | 4 | Adolf Ruediger | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 6.00 | -46,000 | 386 | |||||
2020-09-09 | 2020-09-08 | 4 | Adolf Ruediger | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 5.50 | -97,000 | 798 | |||||
2020-09-09 | 2020-09-08 | 4 | Adolf Ruediger | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 1.42 | -175,000 | 421 | |||||
2020-09-09 | 2020-09-08 | 4 | Adolf Ruediger | FOCS | Class A Common Stock | D | 31.0500 | -561,185 | -17,425 | 0 | ||||
2020-09-09 | 2020-09-08 | 4 | Adolf Ruediger | FOCS | Class A Common Stock | 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 | I | -87,574 | 0 | ||||||
2020-09-09 | 2020-09-08 | 4 | Kodialam Rajini Sundar | FOCS | Common Units in Focus Financial Partners, LLC | 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 | I | 87,574 | 87,574 | ||||||
2020-09-09 | 2020-09-08 | 4 | Kodialam Rajini Sundar | FOCS | Common Units in Focus Financial Partners, LLC | 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 | 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 | 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 | I | 31.0500 | -87,574 | -2,719 | 0 | ||||
2020-09-09 | 2020-09-08 | 4 | Kodialam Rajini Sundar | FOCS | Class A Common Stock | 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 | I | 87,574 | 87,574 | ||||||
2020-09-09 | 2020-09-08 | 4 | Kodialam Rajini Sundar | FOCS | Class A Common Stock | D | 260,749 | 260,749 | ||||||
2020-09-09 | 2020-09-08 | 4 | Chang Leonard R. | FOCS | Common Units in Focus Financial Partners, LLC | D | -186,783 | 0 | ||||||
2020-09-09 | 2020-09-08 | 4 | Chang Leonard R. | FOCS | Common Units in Focus Financial Partners, LLC | D | 186,783 | 186,783 | ||||||
2020-09-09 | 2020-09-08 | 4 | Chang Leonard R. | FOCS | Incentive Units in Focus Financial Partners, LLC | 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 | D | 7.00 | -145,464 | 0 | |||||
2020-09-09 | 2020-09-08 | 4 | Chang Leonard R. | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 6.00 | -10,316 | 0 | |||||
2020-09-09 | 2020-09-08 | 4 | Chang Leonard R. | FOCS | Class A Common Stock | D | 31.0500 | -186,783 | -5,800 | 0 | ||||
2020-09-09 | 2020-09-08 | 4 | Chang Leonard R. | FOCS | Class A Common Stock | 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 | I | -4,384,002 | 0 | ||||||
2020-01-03 | 2020-01-01 | 4 | KKR Management Holdings L.P. See Footnotes | FOCS | Class A Common Stock | 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 | 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 | D | 27.90 | 23,910 | 23,910 | |||||
2019-12-13 | 2019-12-11 | 4 | Feliciani Joseph | FOCS | Incentive Units in Focus Financial Partners, LLC | 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 | D | 27.90 | 266,904 | 266,904 | |||||
2019-12-13 | 2019-12-11 | 4 | Shanahan James | FOCS | Incentive Units in Focus Financial Partners, LLC | 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 | I | 27.90 | 100,000 | 100,000 | |||||
2019-12-13 | 2019-12-11 | 4 | Adolf Ruediger | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 27.90 | 306,788 | 306,788 | |||||
2019-04-02 | 2019-04-01 | 4 | Feliciani Joseph | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 36.64 | 30,000 | 30,000 | |||||
2018-12-20 | 2018-12-18 | 4 | Adolf Ruediger | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 28.50 | 331,642 | 331,642 | |||||
2018-12-20 | 2018-12-18 | 4 | Shanahan James | FOCS | Incentive Units in Focus Financial Partners, LLC | 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 | D | 28.50 | 192,956 | 192,956 | |||||
2018-12-20 | 2018-12-18 | 4 | Gottdiener Noah | FOCS | Incentive Units in Focus Financial Partners, LLC | 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 | 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 | D | 33.00 | 30,000 | 30,000 | |||||
2018-07-30 | 2018-07-30 | 4 | Gottdiener Noah | FOCS | Class A Common Stock | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | D | 33.00 | 30,000 | 30,000 | |||||
2018-07-30 | 2018-07-30 | 4 | MCWHINNEY DEBORAH D | FOCS | Class A Common Stock | 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 | 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 | 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 | I | 13.00 | 75,000 | 75,000 | |||||
2018-07-30 | 2018-07-30 | 4 | Shanahan James | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 33.00 | 540,000 | 540,000 | |||||
2018-07-30 | 2018-07-30 | 4 | Shanahan James | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 22.00 | 167,405 | 167,405 | |||||
2018-07-30 | 2018-07-30 | 4 | Shanahan James | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 21.00 | 400,000 | 400,000 | |||||
2018-07-30 | 2018-07-30 | 4 | Shanahan James | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 11.00 | 140,000 | 140,000 | |||||
2018-07-30 | 2018-07-30 | 4 | Shanahan James | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 16.00 | 11,739 | 11,739 | |||||
2018-07-30 | 2018-07-30 | 4 | Shanahan James | FOCS | Incentive Units in Focus Financial Partners, LLC | 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 | 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 | 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 | I | 11.00 | 90,000 | 90,000 | |||||
2018-07-30 | 2018-07-30 | 4 | Adolf Ruediger | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 33.00 | 800,000 | 800,000 | |||||
2018-07-30 | 2018-07-30 | 4 | Adolf Ruediger | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 23.00 | 206,284 | 206,284 | |||||
2018-07-30 | 2018-07-30 | 4 | Adolf Ruediger | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 21.00 | 725,000 | 725,000 | |||||
2018-07-30 | 2018-07-30 | 4 | Adolf Ruediger | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 21.00 | 190,500 | 190,500 | |||||
2018-07-30 | 2018-07-30 | 4 | Adolf Ruediger | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 19.00 | 200,000 | 200,000 | |||||
2018-07-30 | 2018-07-30 | 4 | Adolf Ruediger | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 13.00 | 195,000 | 195,000 | |||||
2018-07-30 | 2018-07-30 | 4 | Adolf Ruediger | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 11.00 | 220,000 | 220,000 | |||||
2018-07-30 | 2018-07-30 | 4 | Adolf Ruediger | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 16.00 | 16,511 | 16,511 | |||||
2018-07-30 | 2018-07-30 | 4 | Adolf Ruediger | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 7.00 | 337,081 | 337,081 | |||||
2018-07-30 | 2018-07-30 | 4 | Adolf Ruediger | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 9.00 | 757,000 | 757,000 | |||||
2018-07-30 | 2018-07-30 | 4 | Adolf Ruediger | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 6.00 | 46,386 | 46,386 | |||||
2018-07-30 | 2018-07-30 | 4 | Adolf Ruediger | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 5.50 | 97,798 | 97,798 | |||||
2018-07-30 | 2018-07-30 | 4 | Adolf Ruediger | FOCS | Incentive Units in Focus Financial Partners, LLC | 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 | I | 160,450 | 160,450 | ||||||
2018-07-30 | 2018-07-30 | 4 | Adolf Ruediger | FOCS | Common Units in Focus Financial Partners, LLC | D | 58,495 | 58,495 | ||||||
2018-07-30 | 2018-07-30 | 4 | Adolf Ruediger | FOCS | Convertible Preferred Units in Focus Financial Partners, LLC | D | -58,495 | 0 | ||||||
2018-07-30 | 2018-07-30 | 4 | Adolf Ruediger | FOCS | Convertible Preferred Units in Focus Financial Partners, LLC | 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 |