| Innsideraksjer | 30 575 shares |
Insider Sentiment Score
Insider Sentiment Score finner selskapene som blir kjøpt av bedriftsinsidere.
Det er resultatet av en sofistikert, flerfaktor kvantitativ modell som identifiserer selskaper som har de høyeste nivåene av insiderakkumulasjon. Scoringsmodellen bruker en kombinasjon av netto antall insidere som kjøper de siste 90 dagene, det totale antallet kjøpte aksjer som en prosentandel av flyten, og det totale antallet aksjer eid av insidere. Tallet varierer fra 0 til 100, hvor høyere tall indikerer en høyere grad av akkumulasjon sammenlignet med jevnaldrende, og 50 er gjennomsnittet.
Oppdateringsfrekvens: Daglig
Se Insidernes Topp Picks, som gir en liste over selskaper med høyest akkumulasjon blant insidere.
Officer Sentiment Score
Officer Sentiment Score finner selskaper som kjøpes av bedriftsoffiserer.
Per definisjon er Corporate Officers Corporate Insiders, men i motsetning til noen av de andre innsiderne (10 % aksjonærer og styremedlemmer), jobber offiserer for selskapet på daglig basis, og de bruker sine egne penger når de handler . (10 % aksjonærer og styremedlemmer er ofte fondsforvaltere som forvalter andres penger.) Som sådan er innsidehandler utført av offiserer mye mer betydningsfulle og bør behandles på riktig måte.
Som Insider Sentiment Score er Officer Sentiment Score resultatet av en sofistikert, flerfaktor kvantitativ modell som identifiserer selskaper med de høyeste nivåene av akkumulasjon blant ledelsen.
Oppdateringsfrekvens: Daglig
Se Insidernes Topp Picks, som gir en liste over selskaper med høyest insider-sentiment.
Nøkkelindikatorer for insidere
Dette kortet viser hvordan selskapet rangerer langs ulike indikatorer for insidere. Percentile-rangeringen viser hvordan dette selskapet sammenligner seg med andre selskaper på USAs markeder. Høyere rangeringer indikerer bedre situasjoner.
For eksempel, er det generelt akseptert at insiderkjøp er en positiv indikator, så derfor ville selskaper som insiderkjøper mer, rangere høyere enn selskaper med mindre insiderkjøp (eller til og med insidersalg).
Netto antall insidere som kjøper (Rangering)
N/A
Nettotall av innsidekjøp som kjøper er det totale antallet insidere som har kjøpt minus det totale antallet insidere som har solgt de siste 90 dagene. Den prosentvise rangeringen vises her (rangerer fra 0 til 100%).
Prosent av aksjeflyt kjøpt av insidere (rang)
N/A
Prosenten av aksjeflyt kjøpt av innsidere er det totale antallet aksjer som er blitt kjøpt av innsidere minus det totale antallet aksjer solgt av innsidere de siste 90 dagene, delt på totalt antall utestående aksjer og multiplisert med 100.
Diagram over innsidehandel
Focus Financial Partners Inc - Class A insiderhandel vises i følgende diagram. Innsidere er ledere, direktører eller viktige investorer i et selskap. Generelt sett er det ulovlig for insidere å handle med aksjer i sine selskaper basert på materiell, ikke-offentlig informasjon. Dette betyr ikke at det er ulovlig for dem å gjøre any handler i deres egne selskaper. Imidlertid må de rapportere alle handler til SEC via en Form 4.
Insiderliste og lønnsomhetsmålinger
Denne tabellen viser listen over kjente insidere, og er automatisk generert fra arkiveringer offentliggjort av SEC. I tillegg til navn, siste tittel og direktør-, offiser- eller 10 % eier-betegnelse, gir vi de nyeste offentliggjorte beholdningene. I tillegg gir vi, når det er mulig, den historiske handelsytelsen for insidere. Den historiske handelsytelsen er et vektet gjennomsnitt av ytelsen til faktiske kjøpstransaksjoner som er gjort av insidere på det åpne markedet. For mer informasjon om hvordan dette blir beregnet, kan du se dette YouTube-webinaret.
See our leaderboard of most profitable insider traders.
| Innsider | Gjennomsnittlig fortjeneste (%) | Aksjer eid |
Splitt justert |
|---|
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Analyse av sporrekord for insiderkjøp - Kortsiktig lønnsomhetsanalyse
I denne seksjonen analyserer vi lønnsomheten til hver ikke-planlagte, åpne markeds innsidekjøp gjort i FOCS / Focus Financial Partners Inc - Class A. Denne analysen hjelper til med å forstå om insidere konsekvent genererer unormale avkastninger og er verdt å følge. Denne analysen gjelder for ett år etter hver handel, og resultatene er teoretiske .
Følgende tabell viser de mest nylige åpne markedskjøpene som ikke var en del av en automatisk handelsplan.
Justert pris er prisen justert for splitt. Justerte aksjer er aksjer justert for splitt.
Analyse av sporrekord for insidesalg - Kortsiktig tapanalyse
I denne seksjonen analyserer vi kortsiktig tap til hver ikke-planlagte, åpne markeds innsidekjøp gjort i FOCS / Focus Financial Partners Inc - Class A. Et konsekvent mønster av tap unngåelse kan antyde at fremtidige salgstransaksjoner kan forutsi nedgang i pris. Denne analysen gjelder for ett år etter hver handel, og resultatene er teoretiske .
Følgende tabell viser de mest nylige åpne markedssalgene som ikke var en del av en automatisk trading plan.
Justert pris er prisen justert for splitt. Justerte aksjer er aksjer justert for splitt.
Transaksjonshistorikk
Klikk på lenkeikonet for å se hele transaksjonshistorikken. Transaksjoner rapportert som en del av en automatisk handelsplan 10b5-1 vil ha en X i kolonnen merket 10b-5.
| Fil dato |
Handels dato |
Skjema | Innsider | Ticker | Verdipapirnavn | Kode | Direkte | Utøvelses pris |
Enhets pris |
Enheter endret |
Verdi endret (1K) |
Gjenværende Opsjoner |
Gjenværende Aksjer |
|
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023-09-01 | 2023-08-31 | 4 | Shanahan James By James Shanahan 2020 Revocable Trust | FOCS | Class A Common Stock, $0.01 par value | I | 53,0000 | −907 468 | −48 096 | 0 | ||||
| 2023-09-01 | 2023-08-31 | 4 | Shanahan James By James Shanahan 2020 Revocable Trust | FOCS | Class A Common Stock, $0.01 par value | I | 907 468 | 907 468 | ||||||
| 2023-09-01 | 2023-08-31 | 4 | Shanahan James By James Shanahan 2020 Irrevocable Insurance Trust | FOCS | Class A Common Stock, $0.01 par value | I | 53,0000 | −46 269 | −2 452 | 0 | ||||
| 2023-09-01 | 2023-08-31 | 4 | Shanahan James By James Shanahan 2020 Irrevocable Insurance Trust | FOCS | Class A Common Stock, $0.01 par value | I | 46 269 | 46 269 | ||||||
| 2023-09-01 | 2023-08-31 | 4 | Adolf Ruediger By Adolf Family Trust II | FOCS | Class A Common Stock, $0.01 par value | I | 53,0000 | −584 552 | −30 981 | 0 | ||||
| 2023-09-01 | 2023-08-31 | 4 | Adolf Ruediger By Adolf Family Trust II | FOCS | Class A Common Stock, $0.01 par value | I | 584 552 | 584 552 | ||||||
| 2023-09-01 | 2023-08-31 | 4 | Adolf Ruediger | FOCS | Class A Common Stock, $0.01 par value | D | 53,0000 | −1 795 225 | −95 147 | 0 | ||||
| 2023-09-01 | 2023-08-31 | 4 | Adolf Ruediger | FOCS | Class A Common Stock, $0.01 par value | D | 1 795 225 | 1 795 225 | ||||||
| 2023-09-01 | 2023-08-31 | 4 | Morganroth Greg S. | FOCS | Class A Common Stock, $0.01 par value | D | 53,0000 | −20 311 | −1 076 | 0 | ||||
| 2023-09-01 | 2023-08-31 | 4 | Morganroth Greg S. | FOCS | Class A Common Stock, $0.01 par value | D | 20 311 | 20 311 | ||||||
| 2023-09-01 | 2023-08-31 | 4 | McGranahan John Russell | FOCS | Class A Common Stock, $0.01 par value | D | 53,0000 | −414 124 | −21 949 | 0 | ||||
| 2023-09-01 | 2023-08-31 | 4 | McGranahan John Russell | FOCS | Class A Common Stock, $0.01 par value | D | 413 124 | 414 124 | ||||||
| 2023-09-01 | 2023-08-31 | 4 | LeMieux George | FOCS | Class A Common Stock, $0.01 par value | D | 53,0000 | −9 611 | −509 | 0 | ||||
| 2023-09-01 | 2023-08-31 | 4 | LeMieux George | FOCS | Class A Common Stock, $0.01 par value | D | 9 611 | 9 611 | ||||||
| 2023-09-01 | 2023-08-31 | 4 | Kodialam Rajini Sundar By Kodialam 2014 Family Trust | FOCS | Class A Common Stock, $0.01 par value | I | 53,0000 | −937 295 | −49 677 | 0 | ||||
| 2023-09-01 | 2023-08-31 | 4 | Kodialam Rajini Sundar By Kodialam 2014 Family Trust | FOCS | Class A Common Stock, $0.01 par value | I | 937 295 | 937 295 | ||||||
| 2023-09-01 | 2023-08-31 | 4 | Kodialam Rajini Sundar | FOCS | Class A Common Stock, $0.01 par value | D | 53,0000 | −484 019 | −25 653 | 0 | ||||
| 2023-09-01 | 2023-08-31 | 4 | Kodialam Rajini Sundar | FOCS | Class A Common Stock, $0.01 par value | D | 484 019 | 484 019 | ||||||
| 2023-09-01 | 2023-08-31 | 4 | Neuhoff Elizabeth R. | FOCS | Class A Common Stock, $0.01 par value | D | 53,0000 | −9 611 | −509 | 0 | ||||
| 2023-09-01 | 2023-08-31 | 4 | Neuhoff Elizabeth R. | FOCS | Class A Common Stock, $0.01 par value | D | 9 611 | 9 611 | ||||||
| 2023-09-01 | 2023-08-31 | 4 | Feliciani Joseph | FOCS | Class A Common Stock, $0.01 par value | D | 53,0000 | −28 147 | −1 492 | 0 | ||||
| 2023-09-01 | 2023-08-31 | 4 | Feliciani Joseph | FOCS | Class A Common Stock, $0.01 par value | D | 28 147 | 28 147 | ||||||
| 2023-09-01 | 2023-08-31 | 4 | Chang Leonard R. | FOCS | Class A Common Stock, $0.01 par value | D | 53,0000 | −947 643 | −50 225 | 0 | ||||
| 2023-09-01 | 2023-08-31 | 4 | Chang Leonard R. | FOCS | Class A Common Stock, $0.01 par value | D | 947 643 | 947 643 | ||||||
| 2023-08-31 | 2023-08-31 | 4 | STONE POINT CAPITAL LLC See Footnotes | FOCS | Class A Common Stock | I | 53,0000 | −142 016 | −7 527 | 0 | ||||
| 2023-08-31 | 2023-08-31 | 4 | STONE POINT CAPITAL LLC See Footnotes | FOCS | Class A Common Stock | I | 53,0000 | −6 701 039 | −355 155 | 0 | ||||
| 2023-08-31 | 2023-08-31 | 4 | STONE POINT CAPITAL LLC See Footnotes | FOCS | Class A Common Stock | I | 53,0000 | −955 755 | −50 655 | 0 | ||||
| 2023-08-31 | 2023-08-31 | 4 | STONE POINT CAPITAL LLC See Footnotes | FOCS | Class A Common Stock | I | 53,0000 | −8 250 165 | −437 259 | 0 | ||||
| 2023-08-31 | 2023-08-31 | 4 | STONE POINT CAPITAL LLC See Footnotes | FOCS | Class A Common Stock | I | 8 250 165 | 8 250 165 | ||||||
| 2023-08-31 | 2023-08-31 | 4 | Carey James D See Footnotes | FOCS | Class A Common Stock | I | 53,0000 | −16 048 975 | −850 596 | 0 | ||||
| 2023-08-31 | 2023-08-31 | 4 | Carey James D See Footnotes | FOCS | Class A Common Stock | I | 8 250 165 | 16 048 975 | ||||||
| 2022-03-14 | 2022-03-07 | 4 | LeMieux George | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 43,07 | 30 000 | 30 000 | |||||
| 2022-03-09 | 2022-03-07 | 4 | Neuhoff Elizabeth R. | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 43,07 | 30 000 | 30 000 | |||||
| 2021-12-27 | 2021-12-22 | 4 | Feliciani Joseph | FOCS | Common Units in Focus Financial Partners, LLC | D | 1 162 | 2 113 | ||||||
| 2021-12-27 | 2021-12-22 | 4 | Feliciani Joseph | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 58,50 | 5 489 | 5 489 | |||||
| 2021-12-27 | 2021-12-22 | 4 | Chang Leonard R. | FOCS | Common Units in Focus Financial Partners, LLC | D | 15 535 | 21 690 | ||||||
| 2021-12-27 | 2021-12-22 | 4 | Chang Leonard R. | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 58,50 | 73 353 | 73 353 | |||||
| 2021-12-27 | 2021-12-22 | 4 | Shanahan James By James Shanahan 2020 Revocable Trust | FOCS | Common Units in Focus Financial Partners, LLC | I | 13 894 | 19 003 | ||||||
| 2021-12-27 | 2021-12-22 | 4 | Shanahan James By James Shanahan 2020 Revocable Trust | FOCS | Incentive Units in Focus Financial Partners, LLC | I | 58,50 | 65 605 | 65 605 | |||||
| 2021-12-27 | 2021-12-22 | 4 | Mashinsky Kristine | FOCS | Common Units in Focus Financial Partners, LLC | D | 1 162 | 1 162 | ||||||
| 2021-12-27 | 2021-12-22 | 4 | Mashinsky Kristine | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 58,50 | 5 489 | 5 489 | |||||
| 2021-12-27 | 2021-12-22 | 4 | McGranahan John Russell | FOCS | Common Units in Focus Financial Partners, LLC | D | 12 431 | 17 049 | ||||||
| 2021-12-27 | 2021-12-22 | 4 | McGranahan John Russell By McGranahan Family 2021 Legacy Trust | FOCS | Incentive Units in Focus Financial Partners, LLC | I | 58,50 | 58 695 | 58 695 | |||||
| 2021-12-27 | 2021-12-22 | 4 | Morganroth Greg S. | FOCS | Common Units in Focus Financial Partners, LLC | D | 1 162 | 2 113 | ||||||
| 2021-12-27 | 2021-12-22 | 4 | Morganroth Greg S. | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 58,50 | 5 489 | 5 489 | |||||
| 2021-12-27 | 2021-12-22 | 4 | Adolf Ruediger | FOCS | Common Units in Focus Financial Partners, LLC | D | 29 525 | 100 165 | ||||||
| 2021-12-27 | 2021-12-22 | 4 | Adolf Ruediger By Adolf Family Trust II | FOCS | Incentive Units in Focus Financial Partners, LLC | I | 58,50 | 46 470 | 46 470 | |||||
| 2021-12-27 | 2021-12-22 | 4 | Adolf Ruediger | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 58,50 | 92 940 | 92 940 | |||||
| 2021-12-27 | 2021-12-22 | 4 | Kodialam Rajini Sundar | FOCS | Common Units in Focus Financial Partners, LLC | D | 19 371 | 27 262 | ||||||
| 2021-12-27 | 2021-12-22 | 4 | Kodialam Rajini Sundar By Kodialam 2014 Family Trust Agreement | FOCS | Incentive Units in Focus Financial Partners, LLC | I | 58,50 | 91 465 | 91 465 | |||||
| 2021-12-20 | 2021-12-20 | 4 | Adolf Ruediger | FOCS | Common Units in Focus Financial Partners, LLC | D | 54,7200 | −505 263 | −27 648 | 70 640 | ||||
| 2021-12-20 | 2021-12-20 | 4 | Adolf Ruediger | FOCS | Common Units in Focus Financial Partners, LLC | D | 505 263 | 575 903 | ||||||
| 2021-12-20 | 2021-12-20 | 4 | Adolf Ruediger | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 9,00 | −600 000 | 157 000 | |||||
| 2021-12-20 | 2021-12-20 | 4 | McGranahan John Russell | FOCS | Common Units in Focus Financial Partners, LLC | D | 54,7200 | −78 947 | −4 320 | 4 618 | ||||
| 2021-12-20 | 2021-12-20 | 4 | McGranahan John Russell | FOCS | Common Units in Focus Financial Partners, LLC | D | 78 947 | 83 565 | ||||||
| 2021-12-20 | 2021-12-20 | 4 | McGranahan John Russell | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 21,00 | −125 000 | 186 427 | |||||
| 2021-12-09 | 2021-12-07 | 4 | McGranahan John Russell | FOCS | Common Units in Focus Financial Partners, LLC | D | 64,3800 | −536 | −35 | 4 518 | ||||
| 2021-12-09 | 2021-12-07 | 4 | Chang Leonard R. | FOCS | Common Units in Focus Financial Partners, LLC | D | 64,3800 | −583 | −38 | 6 155 | ||||
| 2021-12-09 | 2021-12-07 | 4 | Adolf Ruediger | FOCS | Common Units in Focus Financial Partners, LLC | D | 64,3800 | −788 | −51 | 12 145 | ||||
| 2021-12-09 | 2021-12-07 | 4 | Shanahan James By James Shanahan 2020 Revocable Trust | FOCS | Common Units in Focus Financial Partners, LLC | I | 64,3800 | −539 | −35 | 5 109 | ||||
| 2021-12-09 | 2021-12-07 | 4 | Kodialam Rajini Sundar | FOCS | Common Units in Focus Financial Partners, LLC | D | 64,3800 | −512 | −33 | 7 891 | ||||
| 2021-08-17 | 2021-08-16 | 4 | Mashinsky Kristine | FOCS | Class A Common Stock | D | 49,6938 | 6 080 | 302 | 20 000 | ||||
| 2021-08-17 | 2021-08-13 | 4 | Mashinsky Kristine | FOCS | Class A Common Stock | D | 49,9155 | 13 920 | 695 | 13 920 | ||||
| 2021-06-24 | 2021-06-23 | 4 | KKR Fund Holdings L.P. See footnotes | FOCS | Units of Focus Financial Partners, LLC | I | −3 654 044 | 0 | ||||||
| 2021-06-24 | 2021-06-23 | 4 | KKR Fund Holdings L.P. See footnotes | FOCS | Class A Common Stock | I | 49,8700 | −403 615 | −20 128 | 0 | ||||
| 2021-06-24 | 2021-06-23 | 4 | KKR Fund Holdings L.P. See footnotes | FOCS | Class A Common Stock | I | 49,8700 | −3 086 585 | −153 928 | 0 | ||||
| 2021-06-24 | 2021-06-23 | 4 | KKR Fund Holdings L.P. See footnotes | FOCS | Class A Common Stock | I | 49,8700 | −3 654 044 | −182 227 | 0 | ||||
| 2021-06-24 | 2021-06-23 | 4 | KKR Fund Holdings L.P. See footnotes | FOCS | Class A Common Stock | I | 3 654 044 | 3 654 044 | ||||||
| 2021-06-24 | 2021-06-23 | 4 | KKR Freya Aggregator L.P. See footnotes | FOCS | Units of Focus Financial Partners, LLC | I | −3 654 044 | 0 | ||||||
| 2021-06-24 | 2021-06-23 | 4 | KKR Freya Aggregator L.P. See footnotes | FOCS | Class A Common Stock | I | 49,8700 | −403 615 | −20 128 | 0 | ||||
| 2021-06-24 | 2021-06-23 | 4 | KKR Freya Aggregator L.P. See footnotes | FOCS | Class A Common Stock | I | 49,8700 | −3 086 585 | −153 928 | 0 | ||||
| 2021-06-24 | 2021-06-23 | 4 | KKR Freya Aggregator L.P. See footnotes | FOCS | Class A Common Stock | I | 49,8700 | −3 654 044 | −182 227 | 0 | ||||
| 2021-06-24 | 2021-06-23 | 4 | KKR Freya Aggregator L.P. See footnotes | FOCS | Class A Common Stock | I | 3 654 044 | 3 654 044 | ||||||
| 2021-03-18 | 2021-03-16 | 4 | KKR Fund Holdings L.P. See footnotes | FOCS | Units of Focus Financial Partners, LLC | I | −155 558 | 3 654 044 | ||||||
| 2021-03-18 | 2021-03-16 | 4 | KKR Fund Holdings L.P. See footnotes | FOCS | Class A Common Stock | I | 46,2000 | −17 182 | −794 | 403 615 | ||||
| 2021-03-18 | 2021-03-16 | 4 | KKR Fund Holdings L.P. See footnotes | FOCS | Class A Common Stock | I | 46,2000 | −131 401 | −6 071 | 3 086 585 | ||||
| 2021-03-18 | 2021-03-16 | 4 | KKR Fund Holdings L.P. See footnotes | FOCS | Class A Common Stock | I | 46,2000 | −155 558 | −7 187 | 0 | ||||
| 2021-03-18 | 2021-03-16 | 4 | KKR Fund Holdings L.P. See footnotes | FOCS | Class A Common Stock | I | 155 558 | 155 558 | ||||||
| 2021-03-18 | 2021-03-16 | 4 | KKR Freya Aggregator L.P. See footnotes | FOCS | Units of Focus Financial Partners, LLC | I | −155 558 | 3 654 044 | ||||||
| 2021-03-18 | 2021-03-16 | 4 | KKR Freya Aggregator L.P. See footnotes | FOCS | Class A Common Stock | I | 46,2000 | −17 182 | −794 | 403 615 | ||||
| 2021-03-18 | 2021-03-16 | 4 | KKR Freya Aggregator L.P. See footnotes | FOCS | Class A Common Stock | I | 46,2000 | −131 401 | −6 071 | 3 086 585 | ||||
| 2021-03-18 | 2021-03-16 | 4 | KKR Freya Aggregator L.P. See footnotes | FOCS | Class A Common Stock | I | 46,2000 | −155 558 | −7 187 | 0 | ||||
| 2021-03-18 | 2021-03-16 | 4 | KKR Freya Aggregator L.P. See footnotes | FOCS | Class A Common Stock | I | 155 558 | 155 558 | ||||||
| 2021-03-18 | 2021-03-16 | 4 | STONE POINT CAPITAL LLC See Footnotes | FOCS | Units of Focus Financial Partners, LLC | I | −351 220 | 8 250 165 | ||||||
| 2021-03-18 | 2021-03-16 | 4 | STONE POINT CAPITAL LLC See Footnotes | FOCS | Class A Common Stock | I | 46,2000 | −6 046 | −279 | 142 016 | ||||
| 2021-03-18 | 2021-03-16 | 4 | STONE POINT CAPITAL LLC See Footnotes | FOCS | Class A Common Stock | I | 46,2000 | −285 272 | −13 180 | 6 701 039 | ||||
| 2021-03-18 | 2021-03-16 | 4 | STONE POINT CAPITAL LLC See Footnotes | FOCS | Class A Common Stock | I | 46,2000 | −40 688 | −1 880 | 955 755 | ||||
| 2021-03-18 | 2021-03-16 | 4 | STONE POINT CAPITAL LLC See Footnotes | FOCS | Class A Common Stock | I | 46,2000 | −351 220 | −16 226 | 0 | ||||
| 2021-03-18 | 2021-03-16 | 4 | STONE POINT CAPITAL LLC See Footnotes | FOCS | Class A Common Stock | I | 351 220 | 351 220 | ||||||
| 2021-03-18 | 2021-03-16 | 4 | Carey James D See Footnotes | FOCS | Units of Focus Financial Partners, LLC | I | −351 220 | 8 250 165 | ||||||
| 2021-03-18 | 2021-03-16 | 4 | Carey James D See Footnotes | FOCS | Class A Common Stock | I | 46,2000 | −683 226 | −31 565 | 7 798 810 | ||||
| 2021-03-18 | 2021-03-16 | 4 | Carey James D See Footnotes | FOCS | Class A Common Stock | I | 351 220 | 8 482 036 | ||||||
| 2021-03-04 | 2021-03-02 | 4 | Carey James D See Footnotes | FOCS | Units of Focus Financial Partners, LLC | I | −1 296 885 | 8 601 385 | ||||||
| 2021-03-04 | 2021-03-02 | 4 | Carey James D See Footnotes | FOCS | Class A Common Stock | I | 46,2000 | −4 662 270 | −215 397 | 8 130 816 | ||||
| 2021-03-04 | 2021-03-02 | 4 | Carey James D See Footnotes | FOCS | Class A Common Stock | I | 1 296 885 | 12 793 086 | ||||||
| 2021-03-04 | 2021-03-02 | 4 | STONE POINT CAPITAL LLC See Footnotes | FOCS | Units of Focus Financial Partners, LLC | I | −1 296 885 | 8 601 385 | ||||||
| 2021-03-04 | 2021-03-02 | 4 | STONE POINT CAPITAL LLC See Footnotes | FOCS | Class A Common Stock | I | 46,2000 | −41 257 | −1 906 | 148 062 | ||||
| 2021-03-04 | 2021-03-02 | 4 | STONE POINT CAPITAL LLC See Footnotes | FOCS | Class A Common Stock | I | 46,2000 | −1 946 670 | −89 936 | 6 986 311 | ||||
| 2021-03-04 | 2021-03-02 | 4 | STONE POINT CAPITAL LLC See Footnotes | FOCS | Class A Common Stock | I | 46,2000 | −277 650 | −12 827 | 996 443 | ||||
| 2021-03-04 | 2021-03-02 | 4 | STONE POINT CAPITAL LLC See Footnotes | FOCS | Class A Common Stock | I | 46,2000 | −2 396 693 | −110 727 | 0 | ||||
| 2021-03-04 | 2021-03-02 | 4 | STONE POINT CAPITAL LLC See Footnotes | FOCS | Class A Common Stock | I | 1 296 885 | 2 396 693 | ||||||
| 2021-03-03 | 2021-03-02 | 4 | KKR Fund Holdings L.P. See footnotes | FOCS | Units of Focus Financial Partners, LLC | I | −574 400 | 3 809 602 | ||||||
| 2021-03-03 | 2021-03-02 | 4 | KKR Fund Holdings L.P. See footnotes | FOCS | Class A Common Stock | I | 46,2000 | −117 251 | −5 417 | 420 797 | ||||
| 2021-03-03 | 2021-03-02 | 4 | KKR Fund Holdings L.P. See footnotes | FOCS | Class A Common Stock | I | 46,2000 | −896 661 | −41 426 | 3 217 986 | ||||
| 2021-03-03 | 2021-03-02 | 4 | KKR Fund Holdings L.P. See footnotes | FOCS | Class A Common Stock | I | 46,2000 | −1 061 512 | −49 042 | 0 | ||||
| 2021-03-03 | 2021-03-02 | 4 | KKR Fund Holdings L.P. See footnotes | FOCS | Class A Common Stock | I | 574 400 | 1 061 512 | ||||||
| 2021-03-03 | 2021-03-02 | 4 | KKR Freya Aggregator L.P. See footnotes | FOCS | Units of Focus Financial Partners, LLC | I | −574 400 | 3 809 602 | ||||||
| 2021-03-03 | 2021-03-02 | 4 | KKR Freya Aggregator L.P. See footnotes | FOCS | Class A Common Stock | I | 46,2000 | −117 251 | −5 417 | 420 797 | ||||
| 2021-03-03 | 2021-03-02 | 4 | KKR Freya Aggregator L.P. See footnotes | FOCS | Class A Common Stock | I | 46,2000 | −896 661 | −41 426 | 3 217 986 | ||||
| 2021-03-03 | 2021-03-02 | 4 | KKR Freya Aggregator L.P. See footnotes | FOCS | Class A Common Stock | I | 46,2000 | −1 061 512 | −49 042 | 0 | ||||
| 2021-03-03 | 2021-03-02 | 4 | KKR Freya Aggregator L.P. See footnotes | FOCS | Class A Common Stock | I | 574 400 | 1 061 512 | ||||||
| 2021-01-05 | 2021-01-01 | 4 | Mashinsky Kristine | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 43,50 | 30 000 | 30 000 | |||||
| 2020-12-09 | 2020-12-07 | 4 | Kodialam Rajini Sundar | FOCS | Common Units in Focus Financial Partners, LLC | D | 8 403 | 8 403 | ||||||
| 2020-12-09 | 2020-12-07 | 4 | Kodialam Rajini Sundar | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 44,71 | 82 570 | 82 570 | |||||
| 2020-12-09 | 2020-12-07 | 4 | McGranahan John Russell | FOCS | Common Units in Focus Financial Partners, LLC | D | 5 054 | 5 054 | ||||||
| 2020-12-09 | 2020-12-07 | 4 | McGranahan John Russell | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 44,71 | 49 659 | 49 659 | |||||
| 2020-12-09 | 2020-12-07 | 4 | Feliciani Joseph | FOCS | Common Units in Focus Financial Partners, LLC | D | 951 | 951 | ||||||
| 2020-12-09 | 2020-12-07 | 4 | Feliciani Joseph | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 44,71 | 9 341 | 9 341 | |||||
| 2020-12-09 | 2020-12-07 | 4 | Morganroth Greg S. | FOCS | Common Units in Focus Financial Partners, LLC | D | 951 | 951 | ||||||
| 2020-12-09 | 2020-12-07 | 4 | Morganroth Greg S. | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 44,71 | 9 341 | 9 341 | |||||
| 2020-12-09 | 2020-12-07 | 4 | MCWHINNEY DEBORAH D | FOCS | Common Units in Focus Financial Partners, LLC | D | 951 | 951 | ||||||
| 2020-12-09 | 2020-12-07 | 4 | MCWHINNEY DEBORAH D | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 44,71 | 9 341 | 9 341 | |||||
| 2020-12-09 | 2020-12-07 | 4 | Adolf Ruediger | FOCS | Common Units in Focus Financial Partners, LLC | D | 12 933 | 12 933 | ||||||
| 2020-12-09 | 2020-12-07 | 4 | Adolf Ruediger | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 44,71 | 127 080 | 127 080 | |||||
| 2020-12-09 | 2020-12-07 | 4 | Shanahan James | FOCS | Common Units in Focus Financial Partners, LLC | D | 5 648 | 5 648 | ||||||
| 2020-12-09 | 2020-12-07 | 4 | Shanahan James | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 44,71 | 55 501 | 55 501 | |||||
| 2020-12-09 | 2020-12-07 | 4 | Gottdiener Noah | FOCS | Common Units in Focus Financial Partners, LLC | D | 951 | 951 | ||||||
| 2020-12-09 | 2020-12-07 | 4 | Gottdiener Noah | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 44,71 | 9 341 | 9 341 | |||||
| 2020-12-09 | 2020-12-07 | 4 | Chang Leonard R. | FOCS | Common Units in Focus Financial Partners, LLC | D | 6 738 | 6 738 | ||||||
| 2020-12-09 | 2020-12-07 | 4 | Chang Leonard R. | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 44,71 | 66 212 | 66 212 | |||||
| 2020-09-25 | 2020-09-24 | 4 | Morganroth Greg S. | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 30,48 | 30 000 | 30 000 | |||||
| 2020-09-09 | 2020-09-08 | 4 | McGranahan John Russell | FOCS | Common Units in Focus Financial Partners, LLC | D | −14 413 | 100 | ||||||
| 2020-09-09 | 2020-09-08 | 4 | McGranahan John Russell | FOCS | Common Units in Focus Financial Partners, LLC | D | −92 767 | 0 | ||||||
| 2020-09-09 | 2020-09-08 | 4 | McGranahan John Russell | FOCS | Common Units in Focus Financial Partners, LLC | D | 92 767 | 92 767 | ||||||
| 2020-09-09 | 2020-09-08 | 4 | McGranahan John Russell | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 19,00 | −75 213 | 0 | |||||
| 2020-09-09 | 2020-09-08 | 4 | McGranahan John Russell | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 16,00 | −100 000 | 0 | |||||
| 2020-09-09 | 2020-09-08 | 4 | McGranahan John Russell | FOCS | Class A Common Stock | D | 31,0500 | −107 180 | −3 328 | 1 000 | ||||
| 2020-09-09 | 2020-09-08 | 4 | McGranahan John Russell | FOCS | Class A Common Stock | D | 107 180 | 108 180 | ||||||
| 2020-09-09 | 2020-09-08 | 4 | Shanahan James By Shanahan Family 2013 Insurance Trust | FOCS | Common Units in Focus Financial Partners, LLC | I | −48 462 | 0 | ||||||
| 2020-09-09 | 2020-09-08 | 4 | Shanahan James | FOCS | Common Units in Focus Financial Partners, LLC | D | −177 979 | 0 | ||||||
| 2020-09-09 | 2020-09-08 | 4 | Shanahan James By Shanahan Family 2013 Insurance Trust | FOCS | Common Units in Focus Financial Partners, LLC | I | 48 462 | 48 462 | ||||||
| 2020-09-09 | 2020-09-08 | 4 | Shanahan James | FOCS | Common Units in Focus Financial Partners, LLC | D | 177 979 | 177 979 | ||||||
| 2020-09-09 | 2020-09-08 | 4 | Shanahan James By Shanahan Family 2013 Insurance Trust(4) | FOCS | Incentive Units in Focus Financial Partners, LLC | I | 13,00 | −75 000 | 0 | |||||
| 2020-09-09 | 2020-09-08 | 4 | Shanahan James | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 9,00 | −235 723 | 181 277 | |||||
| 2020-09-09 | 2020-09-08 | 4 | Shanahan James By Shanahan Family 2013 Insurance Trust | FOCS | Class A Common Stock | I | 31,0500 | −48 462 | −1 505 | 0 | ||||
| 2020-09-09 | 2020-09-08 | 4 | Shanahan James | FOCS | Class A Common Stock | D | 31,0500 | −177 979 | −5 526 | 0 | ||||
| 2020-09-09 | 2020-09-08 | 4 | Shanahan James By Shanahan Family 2013 Insurance Trust | FOCS | Class A Common Stock | I | 48 462 | 48 462 | ||||||
| 2020-09-09 | 2020-09-08 | 4 | Shanahan James | FOCS | Class A Common Stock | D | 177 979 | 177 979 | ||||||
| 2020-09-09 | 2020-09-08 | 4 | Adolf Ruediger | FOCS | Common Units in Focus Financial Partners, LLC | D | −561 185 | 58 495 | ||||||
| 2020-09-09 | 2020-09-08 | 4 | Adolf Ruediger | FOCS | Common Units in Focus Financial Partners, LLC | D | 561 185 | 619 680 | ||||||
| 2020-09-09 | 2020-09-08 | 4 | Adolf Ruediger | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 7,00 | −336 000 | 1 081 | |||||
| 2020-09-09 | 2020-09-08 | 4 | Adolf Ruediger | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 6,00 | −46 000 | 386 | |||||
| 2020-09-09 | 2020-09-08 | 4 | Adolf Ruediger | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 5,50 | −97 000 | 798 | |||||
| 2020-09-09 | 2020-09-08 | 4 | Adolf Ruediger | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 1,42 | −175 000 | 421 | |||||
| 2020-09-09 | 2020-09-08 | 4 | Adolf Ruediger | FOCS | Class A Common Stock | D | 31,0500 | −561 185 | −17 425 | 0 | ||||
| 2020-09-09 | 2020-09-08 | 4 | Adolf Ruediger | FOCS | Class A Common Stock | D | 561 185 | 561 185 | ||||||
| 2020-09-09 | 2020-09-08 | 4 | Kodialam Rajini Sundar By Kodialam 2014 Family Trust | FOCS | Common Units in Focus Financial Partners, LLC | I | −87 574 | 0 | ||||||
| 2020-09-09 | 2020-09-08 | 4 | Kodialam Rajini Sundar | FOCS | Common Units in Focus Financial Partners, LLC | D | −260 749 | 0 | ||||||
| 2020-09-09 | 2020-09-08 | 4 | Kodialam Rajini Sundar By Kodialam 2014 Family Trust | FOCS | Common Units in Focus Financial Partners, LLC | I | 87 574 | 87 574 | ||||||
| 2020-09-09 | 2020-09-08 | 4 | Kodialam Rajini Sundar | FOCS | Common Units in Focus Financial Partners, LLC | D | 260 749 | 260 749 | ||||||
| 2020-09-09 | 2020-09-08 | 4 | Kodialam Rajini Sundar By Kodialam 2014 Family Trust | FOCS | Incentive Units in Focus Financial Partners, LLC | I | 11,00 | −125 000 | 215 000 | |||||
| 2020-09-09 | 2020-09-08 | 4 | Kodialam Rajini Sundar | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 9,00 | −345 348 | 0 | |||||
| 2020-09-09 | 2020-09-08 | 4 | Kodialam Rajini Sundar By Kodialam 2014 Family Trust | FOCS | Class A Common Stock | I | 31,0500 | −87 574 | −2 719 | 0 | ||||
| 2020-09-09 | 2020-09-08 | 4 | Kodialam Rajini Sundar | FOCS | Class A Common Stock | D | 31,0500 | −260 749 | −8 096 | 0 | ||||
| 2020-09-09 | 2020-09-08 | 4 | Kodialam Rajini Sundar By Kodialam 2014 Family Trust | FOCS | Class A Common Stock | I | 87 574 | 87 574 | ||||||
| 2020-09-09 | 2020-09-08 | 4 | Kodialam Rajini Sundar | FOCS | Class A Common Stock | D | 260 749 | 260 749 | ||||||
| 2020-09-09 | 2020-09-08 | 4 | Chang Leonard R. | FOCS | Common Units in Focus Financial Partners, LLC | D | −186 783 | 0 | ||||||
| 2020-09-09 | 2020-09-08 | 4 | Chang Leonard R. | FOCS | Common Units in Focus Financial Partners, LLC | D | 186 783 | 186 783 | ||||||
| 2020-09-09 | 2020-09-08 | 4 | Chang Leonard R. | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 9,00 | −80 000 | 142 000 | |||||
| 2020-09-09 | 2020-09-08 | 4 | Chang Leonard R. | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 7,00 | −145 464 | 0 | |||||
| 2020-09-09 | 2020-09-08 | 4 | Chang Leonard R. | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 6,00 | −10 316 | 0 | |||||
| 2020-09-09 | 2020-09-08 | 4 | Chang Leonard R. | FOCS | Class A Common Stock | D | 31,0500 | −186 783 | −5 800 | 0 | ||||
| 2020-09-09 | 2020-09-08 | 4 | Chang Leonard R. | FOCS | Class A Common Stock | D | 186 783 | 186 783 | ||||||
| 2020-01-03 | 2020-01-01 | 4 | KKR Management Holdings L.P. See Footnotes | FOCS | Units of Focus Financial Partners, LLC | I | −4 384 002 | 0 | ||||||
| 2020-01-03 | 2020-01-01 | 4 | KKR Management Holdings L.P. See Footnotes | FOCS | Class A Common Stock | I | −487 112 | 0 | ||||||
| 2019-12-20 | 3 | McGranahan John Russell | FOCS | Class A Common Stock | D | 2 000 | ||||||||
| 2019-12-20 | 3 | McGranahan John Russell | FOCS | Class A Common Stock | D | 2 000 | ||||||||
| 2019-12-20 | 3 | McGranahan John Russell | FOCS | Class A Common Stock | D | 2 000 | ||||||||
| 2019-12-13 | 2019-12-11 | 4 | Gottdiener Noah | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 27,90 | 23 910 | 23 910 | |||||
| 2019-12-13 | 2019-12-11 | 4 | MCWHINNEY DEBORAH D | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 27,90 | 23 910 | 23 910 | |||||
| 2019-12-13 | 2019-12-11 | 4 | Feliciani Joseph | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 27,90 | 23 910 | 23 910 | |||||
| 2019-12-13 | 2019-12-11 | 4 | Kodialam Rajini Sundar | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 27,90 | 266 904 | 266 904 | |||||
| 2019-12-13 | 2019-12-11 | 4 | Shanahan James | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 27,90 | 179 405 | 179 405 | |||||
| 2019-12-13 | 2019-12-11 | 4 | Adolf Ruediger By Adolf Family Trust II | FOCS | Incentive Units in Focus Financial Partners, LLC | I | 27,90 | 100 000 | 100 000 | |||||
| 2019-12-13 | 2019-12-11 | 4 | Adolf Ruediger | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 27,90 | 306 788 | 306 788 | |||||
| 2019-04-02 | 2019-04-01 | 4 | Feliciani Joseph | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 36,64 | 30 000 | 30 000 | |||||
| 2018-12-20 | 2018-12-18 | 4 | Adolf Ruediger | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 28,50 | 331 642 | 331 642 | |||||
| 2018-12-20 | 2018-12-18 | 4 | Shanahan James | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 28,50 | 162 806 | 162 806 | |||||
| 2018-12-20 | 2018-12-18 | 4 | Kodialam Rajini Sundar | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 28,50 | 192 956 | 192 956 | |||||
| 2018-12-20 | 2018-12-18 | 4 | Gottdiener Noah | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 28,50 | 20 507 | 20 507 | |||||
| 2018-12-20 | 2018-12-18 | 4 | MCWHINNEY DEBORAH D | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 28,50 | 20 507 | 20 507 | |||||
| 2018-08-01 | 3 | ROBERTS GEORGE R See Footnotes | FOCS | Class A Common Stock | I | 5 626 919 | ||||||||
| 2018-08-01 | 3 | ROBERTS GEORGE R See Footnotes | FOCS | Class A Common Stock | I | 9 254 454 | ||||||||
| 2018-08-01 | 3 | ROBERTS GEORGE R See Footnotes | FOCS | Class A Common Stock | I | 5 677 855 | ||||||||
| 2018-08-01 | 3 | ROBERTS GEORGE R See Footnotes | FOCS | Class A Common Stock | I | 9 254 454 | ||||||||
| 2018-08-01 | 3 | ROBERTS GEORGE R See Footnotes | FOCS | Class A Common Stock | I | 9 254 454 | ||||||||
| 2018-08-01 | 3 | ROBERTS GEORGE R See Footnotes | FOCS | Class A Common Stock | I | 5 677 855 | ||||||||
| 2018-08-01 | 3 | ROBERTS GEORGE R See Footnotes | FOCS | Class A Common Stock | I | 5 626 919 | ||||||||
| 2018-08-01 | 3 | ROBERTS GEORGE R See Footnotes | FOCS | Class A Common Stock | I | 5 677 855 | ||||||||
| 2018-08-01 | 3 | ROBERTS GEORGE R See Footnotes | FOCS | Class A Common Stock | I | 9 254 454 | ||||||||
| 2018-08-01 | 3 | ROBERTS GEORGE R See Footnotes | FOCS | Class A Common Stock | I | 5 626 919 | ||||||||
| 2018-08-01 | 3 | ROBERTS GEORGE R See Footnotes | FOCS | Class A Common Stock | I | 5 677 855 | ||||||||
| 2018-08-01 | 3 | ROBERTS GEORGE R See Footnotes | FOCS | Class A Common Stock | I | 9 254 454 | ||||||||
| 2018-08-01 | 3 | ROBERTS GEORGE R See Footnotes | FOCS | Class A Common Stock | I | 5 626 919 | ||||||||
| 2018-08-01 | 3 | ROBERTS GEORGE R See Footnotes | FOCS | Class A Common Stock | I | 5 677 855 | ||||||||
| 2018-08-01 | 3 | ROBERTS GEORGE R See Footnotes | FOCS | Class A Common Stock | I | 9 254 454 | ||||||||
| 2018-08-01 | 3 | ROBERTS GEORGE R See Footnotes | FOCS | Class A Common Stock | I | 5 626 919 | ||||||||
| 2018-08-01 | 3 | ROBERTS GEORGE R See Footnotes | FOCS | Class A Common Stock | I | 5 626 919 | ||||||||
| 2018-08-01 | 3 | ROBERTS GEORGE R See Footnotes | FOCS | Class A Common Stock | I | 5 677 855 | ||||||||
| 2018-08-01 | 3 | ROBERTS GEORGE R See Footnotes | FOCS | Class A Common Stock | I | 5 677 855 | ||||||||
| 2018-08-01 | 3 | ROBERTS GEORGE R See Footnotes | FOCS | Class A Common Stock | I | 5 677 855 | ||||||||
| 2018-08-01 | 3 | ROBERTS GEORGE R See Footnotes | FOCS | Class A Common Stock | I | 9 254 454 | ||||||||
| 2018-08-01 | 3 | ROBERTS GEORGE R See Footnotes | FOCS | Class A Common Stock | I | 5 677 855 | ||||||||
| 2018-08-01 | 3 | ROBERTS GEORGE R See Footnotes | FOCS | Class A Common Stock | I | 5 677 855 | ||||||||
| 2018-08-01 | 3 | ROBERTS GEORGE R See Footnotes | FOCS | Class A Common Stock | I | 9 254 454 | ||||||||
| 2018-08-01 | 3 | ROBERTS GEORGE R See Footnotes | FOCS | Class A Common Stock | I | 9 254 454 | ||||||||
| 2018-08-01 | 3 | ROBERTS GEORGE R See Footnotes | FOCS | Class A Common Stock | I | 5 626 919 | ||||||||
| 2018-08-01 | 3 | ROBERTS GEORGE R See Footnotes | FOCS | Class A Common Stock | I | 9 254 454 | ||||||||
| 2018-08-01 | 3 | ROBERTS GEORGE R See Footnotes | FOCS | Class A Common Stock | I | 5 626 919 | ||||||||
| 2018-08-01 | 3 | ROBERTS GEORGE R See Footnotes | FOCS | Class A Common Stock | I | 5 626 919 | ||||||||
| 2018-08-01 | 3 | ROBERTS GEORGE R See Footnotes | FOCS | Class A Common Stock | I | 5 677 855 | ||||||||
| 2018-08-01 | 3 | ROBERTS GEORGE R See Footnotes | FOCS | Class A Common Stock | I | 9 254 454 | ||||||||
| 2018-08-01 | 3 | ROBERTS GEORGE R See Footnotes | FOCS | Class A Common Stock | I | 5 626 919 | ||||||||
| 2018-08-01 | 3 | ROBERTS GEORGE R See Footnotes | FOCS | Class A Common Stock | I | 5 626 919 | ||||||||
| 2018-08-01 | 3 | Carey James D See Footnotes | FOCS | Class A Common Stock | I | 22 992 402 | ||||||||
| 2018-08-01 | 3 | Carey James D See Footnotes | FOCS | Class A Common Stock | I | 22 992 402 | ||||||||
| 2018-08-01 | 3 | Carey James D See Footnotes | FOCS | Class A Common Stock | I | 22 992 402 | ||||||||
| 2018-08-01 | 3 | Trident Capital VI, L.P. See Footnotes | FOCS | Class A Common Stock | I | 20 429 182 | ||||||||
| 2018-08-01 | 3 | Trident Capital VI, L.P. See Footnotes | FOCS | Class A Common Stock | I | 12 770 294 | ||||||||
| 2018-08-01 | 3 | Trident Capital VI, L.P. See Footnotes | FOCS | Class A Common Stock | I | 11 685 520 | ||||||||
| 2018-08-01 | 3 | Trident Capital VI, L.P. See Footnotes | FOCS | Class A Common Stock | I | 12 770 294 | ||||||||
| 2018-08-01 | 3 | Trident Capital VI, L.P. See Footnotes | FOCS | Class A Common Stock | I | 20 429 182 | ||||||||
| 2018-08-01 | 3 | Trident Capital VI, L.P. See Footnotes | FOCS | Class A Common Stock | I | 11 685 520 | ||||||||
| 2018-08-01 | 3 | Trident Capital VI, L.P. See Footnotes | FOCS | Class A Common Stock | I | 12 596 009 | ||||||||
| 2018-08-01 | 3 | Trident Capital VI, L.P. See Footnotes | FOCS | Class A Common Stock | I | 12 770 294 | ||||||||
| 2018-08-01 | 3 | Trident Capital VI, L.P. See Footnotes | FOCS | Class A Common Stock | I | 20 429 182 | ||||||||
| 2018-08-01 | 3 | Trident Capital VI, L.P. See Footnotes | FOCS | Class A Common Stock | I | 11 685 520 | ||||||||
| 2018-08-01 | 3 | Trident Capital VI, L.P. See Footnotes | FOCS | Class A Common Stock | I | 12 596 009 | ||||||||
| 2018-08-01 | 3 | Trident Capital VI, L.P. See Footnotes | FOCS | Class A Common Stock | I | 12 770 294 | ||||||||
| 2018-08-01 | 3 | Trident Capital VI, L.P. See Footnotes | FOCS | Class A Common Stock | I | 20 429 182 | ||||||||
| 2018-08-01 | 3 | Trident Capital VI, L.P. See Footnotes | FOCS | Class A Common Stock | I | 11 685 520 | ||||||||
| 2018-08-01 | 3 | Trident Capital VI, L.P. See Footnotes | FOCS | Class A Common Stock | I | 12 596 009 | ||||||||
| 2018-08-01 | 3 | Trident Capital VI, L.P. See Footnotes | FOCS | Class A Common Stock | I | 12 770 294 | ||||||||
| 2018-08-01 | 3 | Trident Capital VI, L.P. See Footnotes | FOCS | Class A Common Stock | I | 20 429 182 | ||||||||
| 2018-08-01 | 3 | Trident Capital VI, L.P. See Footnotes | FOCS | Class A Common Stock | I | 11 685 520 | ||||||||
| 2018-08-01 | 3 | Trident Capital VI, L.P. See Footnotes | FOCS | Class A Common Stock | I | 12 770 294 | ||||||||
| 2018-08-01 | 3 | Trident Capital VI, L.P. See Footnotes | FOCS | Class A Common Stock | I | 20 429 182 | ||||||||
| 2018-08-01 | 3 | Trident Capital VI, L.P. See Footnotes | FOCS | Class A Common Stock | I | 11 685 520 | ||||||||
| 2018-08-01 | 3 | Trident Capital VI, L.P. See Footnotes | FOCS | Class A Common Stock | I | 12 596 009 | ||||||||
| 2018-08-01 | 3 | Trident Capital VI, L.P. See Footnotes | FOCS | Class A Common Stock | I | 12 770 294 | ||||||||
| 2018-08-01 | 3 | Trident Capital VI, L.P. See Footnotes | FOCS | Class A Common Stock | I | 20 429 182 | ||||||||
| 2018-08-01 | 3 | Trident Capital VI, L.P. See Footnotes | FOCS | Class A Common Stock | I | 11 685 520 | ||||||||
| 2018-08-01 | 3 | Trident Capital VI, L.P. See Footnotes | FOCS | Class A Common Stock | I | 12 596 009 | ||||||||
| 2018-08-01 | 3 | Trident Capital VI, L.P. See Footnotes | FOCS | Class A Common Stock | I | 12 596 009 | ||||||||
| 2018-08-01 | 3 | Trident Capital VI, L.P. See Footnotes | FOCS | Class A Common Stock | I | 20 429 182 | ||||||||
| 2018-08-01 | 3 | Trident Capital VI, L.P. See Footnotes | FOCS | Class A Common Stock | I | 11 685 520 | ||||||||
| 2018-08-01 | 3 | Trident Capital VI, L.P. See Footnotes | FOCS | Class A Common Stock | I | 12 596 009 | ||||||||
| 2018-08-01 | 3 | Trident Capital VI, L.P. See Footnotes | FOCS | Class A Common Stock | I | 12 770 294 | ||||||||
| 2018-08-01 | 3 | Trident Capital VI, L.P. See Footnotes | FOCS | Class A Common Stock | I | 12 596 009 | ||||||||
| 2018-08-01 | 3 | Trident Capital VI, L.P. See Footnotes | FOCS | Class A Common Stock | I | 12 770 294 | ||||||||
| 2018-08-01 | 3 | Trident Capital VI, L.P. See Footnotes | FOCS | Class A Common Stock | I | 20 429 182 | ||||||||
| 2018-08-01 | 3 | Trident Capital VI, L.P. See Footnotes | FOCS | Class A Common Stock | I | 11 685 520 | ||||||||
| 2018-08-01 | 3 | Trident Capital VI, L.P. See Footnotes | FOCS | Class A Common Stock | I | 12 596 009 | ||||||||
| 2018-08-01 | 3 | KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes | FOCS | Class A Common Stock | I | 5 677 855 | ||||||||
| 2018-08-01 | 3 | KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes | FOCS | Class A Common Stock | I | 9 254 454 | ||||||||
| 2018-08-01 | 3 | KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes | FOCS | Class A Common Stock | I | 5 626 919 | ||||||||
| 2018-08-01 | 3 | KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes | FOCS | Class A Common Stock | I | 9 254 454 | ||||||||
| 2018-08-01 | 3 | KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes | FOCS | Class A Common Stock | I | 5 677 855 | ||||||||
| 2018-08-01 | 3 | KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes | FOCS | Class A Common Stock | I | 9 254 454 | ||||||||
| 2018-08-01 | 3 | KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes | FOCS | Class A Common Stock | I | 5 626 919 | ||||||||
| 2018-08-01 | 3 | KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes | FOCS | Class A Common Stock | I | 5 626 919 | ||||||||
| 2018-08-01 | 3 | KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes | FOCS | Class A Common Stock | I | 5 677 855 | ||||||||
| 2018-08-01 | 3 | KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes | FOCS | Class A Common Stock | I | 9 254 454 | ||||||||
| 2018-08-01 | 3 | KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes | FOCS | Class A Common Stock | I | 5 626 919 | ||||||||
| 2018-08-01 | 3 | KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes | FOCS | Class A Common Stock | I | 5 677 855 | ||||||||
| 2018-08-01 | 3 | KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes | FOCS | Class A Common Stock | I | 9 254 454 | ||||||||
| 2018-08-01 | 3 | KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes | FOCS | Class A Common Stock | I | 5 626 919 | ||||||||
| 2018-08-01 | 3 | KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes | FOCS | Class A Common Stock | I | 5 677 855 | ||||||||
| 2018-08-01 | 3 | KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes | FOCS | Class A Common Stock | I | 9 254 454 | ||||||||
| 2018-08-01 | 3 | KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes | FOCS | Class A Common Stock | I | 5 626 919 | ||||||||
| 2018-08-01 | 3 | KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes | FOCS | Class A Common Stock | I | 5 677 855 | ||||||||
| 2018-08-01 | 3 | KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes | FOCS | Class A Common Stock | I | 9 254 454 | ||||||||
| 2018-08-01 | 3 | KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes | FOCS | Class A Common Stock | I | 5 626 919 | ||||||||
| 2018-08-01 | 3 | KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes | FOCS | Class A Common Stock | I | 5 677 855 | ||||||||
| 2018-08-01 | 3 | KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes | FOCS | Class A Common Stock | I | 9 254 454 | ||||||||
| 2018-08-01 | 3 | KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes | FOCS | Class A Common Stock | I | 5 626 919 | ||||||||
| 2018-08-01 | 3 | KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes | FOCS | Class A Common Stock | I | 5 677 855 | ||||||||
| 2018-08-01 | 3 | KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes | FOCS | Class A Common Stock | I | 9 254 454 | ||||||||
| 2018-08-01 | 3 | KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes | FOCS | Class A Common Stock | I | 5 626 919 | ||||||||
| 2018-08-01 | 3 | KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes | FOCS | Class A Common Stock | I | 5 677 855 | ||||||||
| 2018-08-01 | 3 | KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes | FOCS | Class A Common Stock | I | 9 254 454 | ||||||||
| 2018-08-01 | 3 | KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes | FOCS | Class A Common Stock | I | 5 626 919 | ||||||||
| 2018-08-01 | 3 | KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes | FOCS | Class A Common Stock | I | 5 677 855 | ||||||||
| 2018-08-01 | 3 | KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes | FOCS | Class A Common Stock | I | 9 254 454 | ||||||||
| 2018-08-01 | 3 | KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes | FOCS | Class A Common Stock | I | 5 626 919 | ||||||||
| 2018-08-01 | 3 | KKR Americas XII EEA (Freya) Blocker Parent L.P. See Footnotes | FOCS | Class A Common Stock | I | 5 677 855 | ||||||||
| 2018-07-30 | 2018-07-30 | 4 | Gottdiener Noah | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 33,00 | 30 000 | 30 000 | |||||
| 2018-07-30 | 2018-07-30 | 4 | Gottdiener Noah | FOCS | Class A Common Stock | D | 33,0000 | 7 575 | 250 | 7 575 | ||||
| 2018-07-30 | 2018-07-30 | 4 | Kodialam Rajini Sundar By Kodialam 2014 Family Trust | FOCS | Incentive Units in Focus Financial Partners, LLC | I | 33,00 | 162 500 | 162 500 | |||||
| 2018-07-30 | 2018-07-30 | 4 | Kodialam Rajini Sundar By Kodialam 2014 Family Trust | FOCS | Incentive Units in Focus Financial Partners, LLC | I | 23,00 | 125 000 | 125 000 | |||||
| 2018-07-30 | 2018-07-30 | 4 | Kodialam Rajini Sundar By Kodialam 2014 Family Trust | FOCS | Incentive Units in Focus Financial Partners, LLC | I | 21,00 | 450 000 | 450 000 | |||||
| 2018-07-30 | 2018-07-30 | 4 | Kodialam Rajini Sundar By Kodialam 2014 Family Trust | FOCS | Incentive Units in Focus Financial Partners, LLC | I | 19,00 | 130 000 | 130 000 | |||||
| 2018-07-30 | 2018-07-30 | 4 | Kodialam Rajini Sundar By Kodialam 2014 Family Trust | FOCS | Incentive Units in Focus Financial Partners, LLC | I | 21,00 | 130 000 | 130 000 | |||||
| 2018-07-30 | 2018-07-30 | 4 | Kodialam Rajini Sundar By Kodialam 2014 Family Trust | FOCS | Incentive Units in Focus Financial Partners, LLC | I | 13,00 | 295 000 | 295 000 | |||||
| 2018-07-30 | 2018-07-30 | 4 | Kodialam Rajini Sundar By Kodialam 2014 Family Trust | FOCS | Incentive Units in Focus Financial Partners, LLC | I | 11,00 | 340 000 | 340 000 | |||||
| 2018-07-30 | 2018-07-30 | 4 | Kodialam Rajini Sundar | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 33,00 | 487 500 | 487 500 | |||||
| 2018-07-30 | 2018-07-30 | 4 | Kodialam Rajini Sundar | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 23,00 | 93 544 | 93 544 | |||||
| 2018-07-30 | 2018-07-30 | 4 | Kodialam Rajini Sundar | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 21,00 | 100 000 | 100 000 | |||||
| 2018-07-30 | 2018-07-30 | 4 | Kodialam Rajini Sundar | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 16,00 | 9 401 | 9 401 | |||||
| 2018-07-30 | 2018-07-30 | 4 | Kodialam Rajini Sundar | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 9,00 | 345 348 | 345 348 | |||||
| 2018-07-30 | 2018-07-30 | 4 | MCWHINNEY DEBORAH D | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 33,00 | 30 000 | 30 000 | |||||
| 2018-07-30 | 2018-07-30 | 4 | MCWHINNEY DEBORAH D | FOCS | Class A Common Stock | D | 33,0000 | 3 000 | 99 | 3 000 | ||||
| 2018-07-30 | 2018-07-30 | 4 | Shanahan James By Shanahan Family 2013 Insurance Trust | FOCS | Incentive Units in Focus Financial Partners, LLC | I | 21,00 | 90 000 | 90 000 | |||||
| 2018-07-30 | 2018-07-30 | 4 | Shanahan James By Shanahan Family 2013 Insurance Trust | FOCS | Incentive Units in Focus Financial Partners, LLC | I | 19,00 | 90 000 | 90 000 | |||||
| 2018-07-30 | 2018-07-30 | 4 | Shanahan James By Shanahan Family 2013 Insurance Trust | FOCS | Incentive Units in Focus Financial Partners, LLC | I | 13,00 | 75 000 | 75 000 | |||||
| 2018-07-30 | 2018-07-30 | 4 | Shanahan James | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 33,00 | 540 000 | 540 000 | |||||
| 2018-07-30 | 2018-07-30 | 4 | Shanahan James | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 22,00 | 167 405 | 167 405 | |||||
| 2018-07-30 | 2018-07-30 | 4 | Shanahan James | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 21,00 | 400 000 | 400 000 | |||||
| 2018-07-30 | 2018-07-30 | 4 | Shanahan James | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 11,00 | 140 000 | 140 000 | |||||
| 2018-07-30 | 2018-07-30 | 4 | Shanahan James | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 16,00 | 11 739 | 11 739 | |||||
| 2018-07-30 | 2018-07-30 | 4 | Shanahan James | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 9,00 | 417 000 | 417 000 | |||||
| 2018-07-30 | 2018-07-30 | 4 | Adolf Ruediger By Adolf Family Trust II | FOCS | Incentive Units in Focus Financial Partners, LLC | I | 23,00 | 100 000 | 100 000 | |||||
| 2018-07-30 | 2018-07-30 | 4 | Adolf Ruediger By Adolf Family Trust II | FOCS | Incentive Units in Focus Financial Partners, LLC | I | 12,00 | 470 000 | 470 000 | |||||
| 2018-07-30 | 2018-07-30 | 4 | Adolf Ruediger By Adolf Family Trust II | FOCS | Incentive Units in Focus Financial Partners, LLC | I | 11,00 | 90 000 | 90 000 | |||||
| 2018-07-30 | 2018-07-30 | 4 | Adolf Ruediger | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 33,00 | 800 000 | 800 000 | |||||
| 2018-07-30 | 2018-07-30 | 4 | Adolf Ruediger | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 23,00 | 206 284 | 206 284 | |||||
| 2018-07-30 | 2018-07-30 | 4 | Adolf Ruediger | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 21,00 | 725 000 | 725 000 | |||||
| 2018-07-30 | 2018-07-30 | 4 | Adolf Ruediger | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 21,00 | 190 500 | 190 500 | |||||
| 2018-07-30 | 2018-07-30 | 4 | Adolf Ruediger | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 19,00 | 200 000 | 200 000 | |||||
| 2018-07-30 | 2018-07-30 | 4 | Adolf Ruediger | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 13,00 | 195 000 | 195 000 | |||||
| 2018-07-30 | 2018-07-30 | 4 | Adolf Ruediger | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 11,00 | 220 000 | 220 000 | |||||
| 2018-07-30 | 2018-07-30 | 4 | Adolf Ruediger | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 16,00 | 16 511 | 16 511 | |||||
| 2018-07-30 | 2018-07-30 | 4 | Adolf Ruediger | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 7,00 | 337 081 | 337 081 | |||||
| 2018-07-30 | 2018-07-30 | 4 | Adolf Ruediger | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 9,00 | 757 000 | 757 000 | |||||
| 2018-07-30 | 2018-07-30 | 4 | Adolf Ruediger | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 6,00 | 46 386 | 46 386 | |||||
| 2018-07-30 | 2018-07-30 | 4 | Adolf Ruediger | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 5,50 | 97 798 | 97 798 | |||||
| 2018-07-30 | 2018-07-30 | 4 | Adolf Ruediger | FOCS | Incentive Units in Focus Financial Partners, LLC | D | 1,42 | 175 421 | 175 421 | |||||
| 2018-07-30 | 2018-07-30 | 4 | Adolf Ruediger By Adolf Family Trust II | FOCS | Common Units in Focus Financial Partners, LLC | I | 160 450 | 160 450 | ||||||
| 2018-07-30 | 2018-07-30 | 4 | Adolf Ruediger | FOCS | Common Units in Focus Financial Partners, LLC | D | 58 495 | 58 495 | ||||||
| 2018-07-30 | 2018-07-30 | 4 | Adolf Ruediger | FOCS | Convertible Preferred Units in Focus Financial Partners, LLC | D | −58 495 | 0 | ||||||
| 2018-07-30 | 2018-07-30 | 4 | Adolf Ruediger | FOCS | Convertible Preferred Units in Focus Financial Partners, LLC | D | 58 495 | 58 495 | ||||||
| 2018-07-25 | 3 | Adolf Ruediger | FOCS | Class A Common Stock | D | 20 | ||||||||
| 2018-07-25 | 3 | Adolf Ruediger | FOCS | Class A Common Stock | D | 20 | ||||||||
| 2018-07-25 | 3 | Adolf Ruediger | FOCS | Class A Common Stock | D | 20 |
P
Åpent marked eller private kjøp av ikke-derivat eller derivat sikkerhet.
S
Åpent marked eller private kjøp av ikke-derivat eller derivat sikkerhet.
A
Bevilgning, tildeling eller andre oppkjøp av verdipapirer fra selskapet (slik som en opsjon)
C
Konvertering av derivat
D
Salg eller overføring av verdipapirer tilbake til selskapet
F
Betaling av utøvelseskurs eller skatteplikt ved å bruke deler av verdipapirer mottat fra selskapet
G
Gave av verdipapirer fra eller til insidere
K
Aksjebytting og lignende sikringsavtaler
M
Øvelse eller konvertering av derivatverdipapir mottatt fra selskapet (for eksempel en opsjon)
V
En transaksjon frivilig rapportert på Skjema 4
J
Annet (med en fotnote som beskriver transaksjonen)
