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

फोकस फाइनेंशियल पार्टनर्स इंक - क्लास ए
US ˙ NASDAQ ˙ US34417P1003
यह प्रतीक अब सक्रिय नहीं है

इनसाइडर शेयर30,575 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।

See our leaderboard of most profitable insider traders.

इनसाइडर औसत लाभ (%) शेयर
ओन्ड
विभाजित
समायोजित

Report errors via our new Insider Auditing Tool

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।

व्यापार की तिथि इनसाइडर रिपोर्टेड
शेयर
रिपोर्टेड
कीमत
समायोजित
शेयर
समायोजित
कीमत
मूल लागत दिन
अधिकतम
मूल्य
अधिकतम
अधिकतम
लाभ ($)
अधिकतम रिटर्न (%)
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

समायोजित कीमत विभाजित-समायोजित कीमत है। समायोजित शेयर विभाजित-समायोजित शेयर हैं।

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

व्यापार की तिथि इनसाइडर रिपोर्टेड
शेयर
रिपोर्टेड
कीमत
समायोजित
शेयर
समायोजित
कीमत
मूल लागत दिन
न्यूनतम
मूल्य
न्यूनतम
अधिकतम हानि
बचाया ($)
अधिकतम हानि
बचाया (%)
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

समायोजित कीमत विभाजित-समायोजित कीमत है। समायोजित शेयर विभाजित-समायोजित शेयर हैं।

FOCS / Focus Financial Partners Inc - Class A Insider Trades
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 10b5-1 प्रत्यक्ष एक्सरसाइज
कीमत
यूनिट
कीमत
यूनिटस
परिवर्तित
वैल्यू
परिवर्तित (1K)
शेष
ऑप्शन
शेष
शेयर
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
गैर-डेरिवेटिव या डेरिवेटिव प्रतिभूति की खुला बाज़ार या निजी खरीद
S
गैर-डेरिवेटिव या डेरिवेटिव प्रतिभूति का खुला बाज़ार या निजी बिक्री
A
कंपनी से प्रतिभूतियों का अनुदान, पुरस्कार या अन्य अधिग्रहण (जैसे एक ऑप्शन)
C
डेरिवेटिव का रूपांतरण
D
कंपनी को प्रतिभूतियों की बिक्री या हस्तांतरण
F
कंपनी से प्राप्त प्रतिभूतियों के हिस्से का उपयोग करके एक्सरसाइज मूल्य या कर दायित्व का भुगतान
G
इनसाइडर द्वारा या उसे प्रतिभूतियों का उपहार
K
इक्विटी स्वैप और समान हेजिंग लेनदेन
M
कंपनी से प्राप्त डेरिवेटिव प्रतिभूति के एक्सरसाइज या रूपांतरण (जैसे कि एक ऑप्शन)
V
किसी लेन-देन को स्वेच्छा से फॉर्म 4 पर रिपोर्ट किया गया
J
अन्य (लेन-देन का वर्णन करने वाले फ़ुटनोट के साथ)
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista