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| SEC Filing | Insider | Company | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Return |
|---|---|---|---|---|---|---|---|---|---|
| 01-Sep-23 9:33 PM View:  | Kodialam Rajini Sundar Chief Operating Officer Director | Focus Financial Partners Inc. (FOCS) | 31-Aug-23 | Disposition | 937,295 | $53.00 | $49,676,600.00 | (100%) 937.29K to 0 | |
| 01-Sep-23 9:33 PM View: | Neuhoff Elizabeth R. Director | Focus Financial Partners Inc. (FOCS) | 31-Aug-23 | Disposition | 9,611 | $53.00 | $509,383.00 | (100%) 9.61K to 0 | |
| 01-Sep-23 9:35 PM View: | Adolf Ruediger CEO and Chairman Director | Focus Financial Partners Inc. (FOCS) | 31-Aug-23 | Option Exercise | 1,795,220 | -- | -- | 100% 0 to 1.8M | |
| 01-Sep-23 9:34 PM View: | Lemieux George Director | Focus Financial Partners Inc. (FOCS) | 31-Aug-23 | Option Exercise | 9,611 | -- | -- | 100% 0 to 9.61K | |
| 01-Sep-23 9:31 PM View: | Feliciani Joseph Director | Focus Financial Partners Inc. (FOCS) | 31-Aug-23 | Option Exercise | 28,147 | -- | -- | 100% 0 to 28.15K | |
| 01-Sep-23 9:34 PM View: | McGranahan John Russell General Counsel | Focus Financial Partners Inc. (FOCS) | 31-Aug-23 | Disposition | 414,124 | $53.00 | $21,948,600.00 | (100%) 414.12K to 0 | |
| 31-Aug-23 4:15 PM View: | Carey James D Director | Focus Financial Partners Inc. (FOCS) | 31-Aug-23 | Option Exercise | 8,250,160 | -- | -- | 106% 7.8M to 16.05M | |
| 31-Aug-23 4:15 PM View: | Stone Point Capital LLC Director 10% Owner | Focus Financial Partners Inc. (FOCS) | 31-Aug-23 | Option Exercise Duplicate | 8,250,160 | -- | -- | 106% 7.8M to 16.05M | |
| 01-Sep-23 9:30 PM View: | Chang Leonard R. Sr. Managing Dir/Head of M&A | Focus Financial Partners Inc. (FOCS) | 31-Aug-23 | Disposition | 947,643 | $53.00 | $50,225,100.00 | (100%) 947.64K to 0 | |
| 01-Sep-23 9:35 PM View: | Morganroth Greg S. Director | Focus Financial Partners Inc. (FOCS) | 31-Aug-23 | Disposition | 20,311 | $53.00 | $1,076,480.00 | (100%) 20.31K to 0 | |
| 01-Sep-23 9:36 PM View: | Shanahan James Chief Financial Officer | Focus Financial Partners Inc. (FOCS) | 31-Aug-23 | Option Exercise | 953,737 | -- | -- | 100% 0 to 953.74K | |
| 01-Sep-23 9:33 PM View: | Kodialam Rajini Sundar Chief Operating Officer Director | Focus Financial Partners Inc. (FOCS) | 31-Aug-23 | Option Exercise | 484,019 | -- | -- | 100% 0 to 484.02K | |
| 01-Sep-23 9:35 PM View: | Adolf Ruediger CEO and Chairman Director | Focus Financial Partners Inc. (FOCS) | 31-Aug-23 | Disposition | 1,795,220 | $53.00 | $95,146,896.00 | (75%) 2.38M to 584.55K | |
| 01-Sep-23 9:33 PM View: | Neuhoff Elizabeth R. Director | Focus Financial Partners Inc. (FOCS) | 31-Aug-23 | Option Exercise | 9,611 | -- | -- | 100% 0 to 9.61K | |
| 01-Sep-23 9:35 PM View: | Adolf Ruediger CEO and Chairman Director | Focus Financial Partners Inc. (FOCS) | 31-Aug-23 | Option Exercise | 584,552 | -- | -- | 33% 1.8M to 2.38M | |
| 01-Sep-23 9:34 PM View: | McGranahan John Russell General Counsel | Focus Financial Partners Inc. (FOCS) | 31-Aug-23 | Option Exercise | 413,124 | -- | -- | 41312% 1.0K to 414.12K | |
| 01-Sep-23 9:30 PM View: | Chang Leonard R. Sr. Managing Dir/Head of M&A | Focus Financial Partners Inc. (FOCS) | 31-Aug-23 | Option Exercise | 947,643 | -- | -- | 100% 0 to 947.64K | |
| 01-Sep-23 9:35 PM View: | Morganroth Greg S. Director | Focus Financial Partners Inc. (FOCS) | 31-Aug-23 | Option Exercise | 20,311 | -- | -- | 100% 0 to 20.31K | |
| 01-Sep-23 9:33 PM View: | Kodialam Rajini Sundar Chief Operating Officer Director | Focus Financial Partners Inc. (FOCS) | 31-Aug-23 | Disposition | 484,019 | $53.00 | $25,653,000.00 | (34%) 1.42M to 937.29K | |
| 01-Sep-23 9:33 PM View: | Kodialam Rajini Sundar Chief Operating Officer Director | Focus Financial Partners Inc. (FOCS) | 31-Aug-23 | Option Exercise | 937,295 | -- | -- | 194% 484.01K to 1.42M | |
| 01-Sep-23 9:34 PM View: | Lemieux George Director | Focus Financial Partners Inc. (FOCS) | 31-Aug-23 | Disposition | 9,611 | $53.00 | $509,383.00 | (100%) 9.61K to 0 | |
| 01-Sep-23 9:35 PM View: | Adolf Ruediger CEO and Chairman Director | Focus Financial Partners Inc. (FOCS) | 31-Aug-23 | Disposition | 584,552 | $53.00 | $30,981,300.00 | (100%) 584.55K to 0 | |
| 01-Sep-23 9:31 PM View: | Feliciani Joseph Director | Focus Financial Partners Inc. (FOCS) | 31-Aug-23 | Disposition | 28,147 | $53.00 | $1,491,790.00 | (100%) 28.15K to 0 | |
| 31-Aug-23 4:15 PM View: | Carey James D Director | Focus Financial Partners Inc. (FOCS) | 31-Aug-23 | Disposition | 16,049,000 | $53.00 | $850,595,968.00 | (100%) 16.05M to 0 | |
| 31-Aug-23 4:15 PM View: | Stone Point Capital LLC Director 10% Owner | Focus Financial Partners Inc. (FOCS) | 31-Aug-23 | Disposition Duplicate | 16,049,000 | $53.00 | $850,595,968.00 | (100%) 16.05M to 0 | |
| 01-Sep-23 9:36 PM View: | Shanahan James Chief Financial Officer | Focus Financial Partners Inc. (FOCS) | 31-Aug-23 | Disposition | 953,737 | $53.00 | $50,548,100.00 | (100%) 953.74K to 0 | |
| 24-Jun-21 9:28 PM View: | Kkr Freya Aggregator L.P. 10% Owner | Focus Financial Partners Inc. (FOCS) | 23-Jun-21 | Conversion | 3,654,040 | -- | -- | 105% 3.49M to 7.14M | |
| 24-Jun-21 9:28 PM View: | Kkr Freya Aggregator L.P. 10% Owner | Focus Financial Partners Inc. (FOCS) | 23-Jun-21 | Market Sale | 7,144,240 | $49.87 | $356,283,008.00 | (100%) 7.14M to 0 | (3%) |
| 24-Jun-21 9:28 PM View: | Kkr Fund Holdings L.P. 10% Owner | Focus Financial Partners Inc. (FOCS) | 23-Jun-21 | Conversion Duplicate | 3,654,040 | -- | -- | 105% 3.49M to 7.14M | |
| 24-Jun-21 9:28 PM View: | Kkr Fund Holdings L.P. 10% Owner | Focus Financial Partners Inc. (FOCS) | 23-Jun-21 | Market Sale Duplicate | 7,144,240 | $49.87 | $356,283,008.00 | (100%) 7.14M to 0 | (3%) |
| 18-Mar-21 9:18 PM View: | Kkr Fund Holdings L.P. 10% Owner | Focus Financial Partners Inc. (FOCS) | 16-Mar-21 | Market Sale Duplicate | 304,141 | $46.20 | $14,051,300.00 | (8%) 3.79M to 3.49M | (11%) |
| 18-Mar-21 1:12 PM View: | Carey James D Director | Focus Financial Partners Inc. (FOCS) | 16-Mar-21 | Market Sale Duplicate | 683,226 | $46.20 | $31,565,000.00 | (4%) 16.96M to 16.28M | (11%) |
| 18-Mar-21 1:14 PM View: | Stone Point Capital LLC Director 10% Owner | Focus Financial Partners Inc. (FOCS) | 16-Mar-21 | Market Sale | 683,226 | $46.20 | $31,565,000.00 | (8%) 8.48M to 7.8M | (11%) |
| 18-Mar-21 1:12 PM View: | Carey James D Director | Focus Financial Partners Inc. (FOCS) | 16-Mar-21 | Conversion | 351,220 | -- | -- | 2% 16.61M to 16.96M | |
| 18-Mar-21 1:14 PM View: | Stone Point Capital LLC Director 10% Owner | Focus Financial Partners Inc. (FOCS) | 16-Mar-21 | Conversion Duplicate | 351,220 | -- | -- | 4% 8.13M to 8.48M | |
| 18-Mar-21 9:18 PM View: | Kkr Freya Aggregator L.P. 10% Owner | Focus Financial Partners Inc. (FOCS) | 16-Mar-21 | Conversion | 155,558 | -- | -- | 4% 3.64M to 3.79M | |
| 18-Mar-21 9:18 PM View: | Kkr Freya Aggregator L.P. 10% Owner | Focus Financial Partners Inc. (FOCS) | 16-Mar-21 | Market Sale | 304,141 | $46.20 | $14,051,300.00 | (8%) 3.79M to 3.49M | (11%) |
| 18-Mar-21 9:18 PM View: | Kkr Fund Holdings L.P. 10% Owner | Focus Financial Partners Inc. (FOCS) | 16-Mar-21 | Conversion Duplicate | 155,558 | -- | -- | 4% 3.64M to 3.79M | |
| 04-Mar-21 5:57 PM View: | Carey James D Director | Focus Financial Partners Inc. (FOCS) | 02-Mar-21 | Market Sale Duplicate | 4,662,270 | $46.20 | $215,396,992.00 | (18%) 25.59M to 20.92M | (11%) |
| 04-Mar-21 5:45 PM View: | Stone Point Capital LLC Director 10% Owner | Focus Financial Partners Inc. (FOCS) | 02-Mar-21 | Market Sale | 4,662,270 | $46.20 | $215,396,992.00 | (36%) 12.79M to 8.13M | (11%) |
| 04-Mar-21 5:57 PM View: | Carey James D Director | Focus Financial Partners Inc. (FOCS) | 02-Mar-21 | Conversion Duplicate | 1,296,880 | -- | -- | 5% 24.29M to 25.59M | |
| 04-Mar-21 5:45 PM View: | Stone Point Capital LLC Director 10% Owner | Focus Financial Partners Inc. (FOCS) | 02-Mar-21 | Conversion | 1,296,880 | -- | -- | 11% 11.5M to 12.79M | |
| 03-Mar-21 8:17 PM View: | Kkr Freya Aggregator L.P. 10% Owner | Focus Financial Partners Inc. (FOCS) | 02-Mar-21 | Conversion | 574,400 | -- | -- | 11% 5.14M to 5.71M | |
| 03-Mar-21 8:17 PM View: | Kkr Freya Aggregator L.P. 10% Owner | Focus Financial Partners Inc. (FOCS) | 02-Mar-21 | Market Sale | 2,075,420 | $46.20 | $95,884,600.00 | (36%) 5.71M to 3.64M | (11%) |
| 03-Mar-21 8:22 PM View: | Kkr Fund Holdings L.P. 10% Owner | Focus Financial Partners Inc. (FOCS) | 02-Mar-21 | Conversion Duplicate | 574,400 | -- | -- | 11% 5.14M to 5.71M | |
| 03-Mar-21 8:22 PM View: | Kkr Fund Holdings L.P. 10% Owner | Focus Financial Partners Inc. (FOCS) | 02-Mar-21 | Market Sale Duplicate | 2,075,420 | $46.20 | $95,884,600.00 | (36%) 5.71M to 3.64M | (11%) |
| 09-Sep-20 7:31 AM View: | Adolf Ruediger CEO and Chairman Director | Focus Financial Partners Inc. (FOCS) | 08-Sep-20 | Market Option Sale | 561,185 | $31.05 | $17,424,800.00 | (100%) 561.18K to 0 | (66%) |
| 09-Sep-20 7:30 AM View: | Shanahan James CFO | Focus Financial Partners Inc. (FOCS) | 08-Sep-20 | Option Exercise | 177,979 | -- | -- | 100% 0 to 177.98K | |
| 09-Sep-20 7:30 AM View: | Shanahan James CFO | Focus Financial Partners Inc. (FOCS) | 08-Sep-20 | Market Option Sale | 48,462 | $31.05 | $1,504,750.00 | (100%) 48.46K to 0 | (66%) |
| 09-Sep-20 7:31 AM View: | Kodialam Rajini Sundar COO Director | Focus Financial Partners Inc. (FOCS) | 08-Sep-20 | Option Exercise | 87,574 | -- | -- | 34% 260.75K to 348.32K |
