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

Focus Financial Partners Inc - Class A
US ˙ NASDAQ ˙ US34417P1003
HINDI NA ACTIVE ANG SIMBONG ITO

Saham Orang Dalam30,575 shares
Skor Sentimen Orang Dalam

Skor Sentimen Orang Dalam mengidentifikasi perusahaan yang dibeli oleh orang dalam korporat.

Ini adalah hasil dari model kuantitatif multifaktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi internal tertinggi. Model penilaian ini menggunakan kombinasi dari jumlah bersih orang dalam yang membeli dalam 90 hari sebelumnya, total saham yang dibeli sebagai persentase dari jumlah saham yang beredar, dan total saham yang dimiliki oleh orang dalam. Angka tersebut berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenis, dan 50 adalah rata-rata.

Frekuensi Pembaruan: Setiap Hari

Lihat Pilihan Teratas dari Orang Dalam, yang menyediakan daftar perusahaan dengan akumulasi orang dalam tertinggi.

Lihat Saham dengan Peringkat Tertinggi
Skor Sentimen Petugas

Skor Sentimen Pejabat menemukan perusahaan yang dibeli oleh Pejabat Korporat.

Menurut definisi, Pejabat Korporasi adalah Orang Dalam Korporasi, tetapi tidak seperti beberapa Orang Dalam lainnya (Pemegang Saham 10% dan Anggota Dewan), Pejabat bekerja untuk perusahaan setiap hari, dan mereka menggunakan uang mereka sendiri saat bertransaksi . (Pemegang Saham 10% dan Anggota Dewan seringkali adalah manajer dana yang mengelola uang orang lain.) Dengan demikian, transaksi orang dalam yang dilakukan oleh Pejabat jauh lebih signifikan dan harus ditangani dengan tepat.

Seperti Skor Sentimen Internal, Skor Sentimen Pejabat adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi pejabat tertinggi.

Frekuensi Pembaruan: Setiap Hari

Lihat Pilihan Teratas dari Orang Dalam, yang menyediakan daftar perusahaan dengan sentimen orang dalam tertinggi.

Lihat Saham dengan Peringkat Tertinggi
Metrik Utama Orang Dalam

Kartu ini menunjukkan peringkat perusahaan berdasarkan berbagai metrik internal. Peringkat persentil menunjukkan bagaimana perusahaan ini dibandingkan dengan perusahaan lain di pasar AS. Peringkat yang lebih tinggi menunjukkan situasi yang lebih baik.

Sebagai contoh, secara umum diterima bahwa pembelian oleh orang dalam perusahaan adalah indikator positif, sehingga perusahaan dengan lebih banyak pembelian oleh orang dalam akan mendapat peringkat lebih tinggi daripada perusahaan dengan lebih sedikit pembelian oleh orang dalam (atau bahkan penjualan oleh orang dalam).

Jumlah Bersih Pembelian oleh Orang Dalam (Peringkat)

N/A

Jumlah Bersih Pembelian oleh Orang Dalam adalah total jumlah orang dalam yang membeli dikurangi total jumlah orang dalam yang menjual dalam 90 hari terakhir. Peringkat persentil ditunjukkan di sini (kisaran dari 0 hingga 100%).

Persentase Saham yang Dibeli oleh Orang Dalam (Peringkat)

N/A

Persentase Saham yang Dibeli oleh Orang Dalam adalah total jumlah saham yang dibeli oleh orang dalam dikurangi total jumlah saham yang dijual oleh orang dalam dalam 90 hari terakhir, dibagi dengan total jumlah saham yang beredar dan dikalikan dengan 100.

Grafik Perdagangan Orang Dalam

Grafik berikut menunjukkan Focus Financial Partners Inc - Class A transaksi orang dalam. Orang dalam adalah pejabat, direktur, atau investor signifikan dalam suatu perusahaan. Secara umum, melakukan transaksi di perusahaan mereka berdasarkan informasi material yang belum dipublikasikan adalah ilegal bagi orang dalam. Ini tidak berarti bahwa mereka dilarang melakukan transaksi apa pun di perusahaan mereka sendiri. Namun, mereka wajib melaporkan semua transaksi kepada SEC melalui Formulir 4.

Daftar Orang Dalam dan Metrik Profitabilitas

Tabel ini menampilkan daftar orang dalam yang diketahui, dan dibuat secara otomatis dari pengajuan yang diungkapkan kepada SEC. Selain nama, jabatan terbaru, dan sebutan direktur, pejabat, atau pemilik 10%, kami memberikan kepemilikan terbaru yang diungkapkan. Selain itu, jika memungkinkan, kami memberikan kinerja perdagangan historis untuk orang dalam tersebut. Kinerja perdagangan historis adalah rata-rata tertimbang dari kinerja transaksi pembelian pasar terbuka aktual yang dilakukan oleh orang dalam tersebut. Untuk informasi lebih lanjut tentang bagaimana ini dihitung, tonton webinar YouTube ini.

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Orang Dalam Rata-rata Keuntungan (%) Saham
Dimiliki		 Terbagi
Disesuaikan

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Rekam Jejak Pembelian Orang Dalam - Analisis Keuntungan Jangka Pendek

Pada bagian ini, kami menganalisis profitabilitas setiap pembelian saham oleh orang dalam di pasar terbuka yang tidak direncanakan yang dilakukan di FOCS / Focus Financial Partners Inc - Class A. Analisis ini membantu memahami apakah orang dalam tersebut secara konsisten menghasilkan pengembalian abnormal, dan layak untuk diikuti. Analisis ini dilakukan selama satu tahun setelah setiap transaksi, dan hasilnya bersifat teoretis .

Tabel berikut menunjukkan pembelian pasar terbuka terbaru yang bukan bagian dari rencana perdagangan otomatis.

Tanggal Perdagangan Orang Dalam Dilaporkan
Saham		 Dilaporkan
Harga		 Disesuaikan
Saham		 Disesuaikan
Harga		 Dasar Biaya Hari-hari menuju
Maksimal		 Harga di
Maksimal		 Maksimal
Keuntungan ($)		 Maksimum Pengembalian (%)
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

Harga yang Disesuaikan adalah harga yang disesuaikan dengan pemisahan saham. Ang Adjusted Shares ay ang jumlah saham yang disesuaikan dengan pemisahan saham (stock split).

FOCS / Focus Financial Partners Inc - Class A Insider Trades
Rekam Jejak Penjualan Orang Dalam - Analisis Kerugian Jangka Pendek

Dalam bagian ini, kami menganalisis penghindaran kerugian jangka pendek dari setiap penjualan dalam pasar terbuka yang tidak direncanakan oleh orang dalam yang dilakukan di FOCS / Focus Financial Partners Inc - Class A. Pola penghindaran kerugian yang konsisten dapat menunjukkan bahwa transaksi penjualan di masa mendatang dapat memprediksi penurunan harga. Analisis ini berlaku untuk satu tahun setelah setiap perdagangan, dan hasilnya bersifat teoretis .

Tabel berikut menunjukkan penjualan pasar terbuka terbaru yang bukan bagian dari rencana perdagangan otomatis.

Tanggal Perdagangan Orang Dalam Dilaporkan
Saham		 Dilaporkan
Harga		 Disesuaikan
Saham		 Disesuaikan
Harga		 Dasar Biaya Hari-hari menuju
Menit		 Harga di
Menit		 Kerugian Maksimal
Dihindari ($)		 Kerugian Maksimal
Dihindari (%)
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

Harga yang Disesuaikan adalah harga yang disesuaikan dengan pemisahan saham. Ang Adjusted Shares ay ang jumlah saham yang disesuaikan dengan pemisahan saham (stock split).

FOCS / Focus Financial Partners Inc - Class A Insider Trades
Riwayat Transaksi

Klik ikon tautan untuk melihat riwayat transaksi lengkap. Transaksi yang dilaporkan sebagai bagian dari rencana perdagangan otomatis 10b5-1 akan memiliki tanda X di kolom yang bertanda 10b-5.

Berkas
Tanggal		 Perdagangan
Tanggal		 Formulir Orang Dalam Ticker Judul Keamanan Kode 10b5-1 Langsung Latihan
Harga		 Satuan
Harga		 Unit
Diubah		 Nilai
Diubah (1 ribu)		 Sisa
Pilihan		 Sisa
Saham
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
Pembelian sekuritas non-derivatif atau derivatif di pasar terbuka atau secara pribadi.
S
Penjualan terbuka atau penjualan pribadi atas sekuritas non-derivatif atau derivatif.
A
Hibah, penghargaan, atau perolehan sekuritas lainnya dari perusahaan (seperti opsi)
C
Konversi turunan
D
Penjualan atau pengalihan sekuritas kembali ke perusahaan.
F
Pembayaran harga pelaksanaan atau kewajiban pajak menggunakan sebagian sekuritas yang diterima dari perusahaan.
G
Pemberian sekuritas oleh atau kepada orang dalam.
K
Swap ekuitas dan transaksi lindung nilai serupa
M
Pelaksanaan atau konversi sekuritas derivatif yang diterima dari perusahaan (seperti opsi)
V
Transaksi yang dilaporkan secara sukarela pada Formulir 4.
J
Lainnya (disertai dengan catatan kaki yang menjelaskan transaksi tersebut)
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