Actions d'initiés | 30 575 shares |
Indice de confiance des initiés
L'indice de confiance des initiés identifie les entreprises achetées par les initiés.
Il est le résultat d'un modèle quantitatif sophistiqué et multifactoriel qui identifie les entreprises présentant les niveaux les plus élevés de capitalisation d'initiés. Le modèle de notation utilise une combinaison du nombre net d'initiés ayant acheté des actions au cours des 90 derniers jours, du nombre total d'actions achetées en pourcentage du flottant et du nombre total d'actions détenues par les initiés. Le nombre varie de 0 à 100, les chiffres les plus élevés indiquant un niveau d'accumulation supérieur à celui de ses pairs, et 50 étant la moyenne.
Fréquence de mise à jour : Quotidienne
Indice de confiance des dirigeants
L'indice de confiance des dirigeants identifie les entreprises dont les actions sont achetées par des dirigeants d'entreprise.
Par définition, les dirigeants d'entreprise sont des initiés, mais contrairement à d'autres initiés (actionnaires à 10 % et membres du conseil d'administration), les dirigeants travaillent quotidiennement pour l'entreprise et utilisent leur propre argent lorsqu'ils effectuent des opérations (les actionnaires à 10 % et les membres du conseil d'administration sont souvent des gestionnaires de fonds qui gèrent l'argent d'autrui). À ce titre, les opérations d'initiés réalisées par les dirigeants sont beaucoup plus significatives et doivent être traitées de manière appropriée.
Comme l'indice de confiance des initiés, l'indice de confiance des dirigeants est le résultat d'un modèle quantitatif sophistiqué et multifactoriel qui identifie les entreprises présentant les niveaux les plus élevés d'accumulation de dirigeants.
Fréquence de mise à jour : Quotidienne
Principaux indicateurs des initiés
Cette carte montre comment l'entreprise se positionne par rapport à divers indicateurs d'initiés. La position en centile montre comment cette entreprise se situe par rapport aux autres entreprises sur les marchés américains. Une position plus élevée indique une meilleure situation.
Par exemple, il est généralement admis que les achats d'initiés sont un indicateur positif, de sorte que les entreprises dont les achats d'initiés sont plus nombreux se positionnent mieux que celles dont les achats d'initiés sont moins nombreux (ou même les ventes d'initiés).
Nombre net d'achats d'initiés (position)
N/A
Le nombre net d'initiés achetant est le nombre total d'initiés achetant moins le nombre total d'initiés vendant au cours des 90 derniers jours. La position en centile est indiquée ici (de 0 à 100%).
Pourcentage du flottant acheté par les initiés (position)
N/A
Le pourcentage du flottant acheté par les initiés est le nombre total d'actions achetées par les initiés moins le nombre total d'actions vendues par les initiés au cours des 90 derniers jours, divisé par le flottant total et multiplié par 100.
Graphique des opérations d'initiés
Les opérations d'initiés de Focus Financial Partners Inc - Class A sont présentées dans le graphique suivant. Les initiés sont des dirigeants, des administrateurs ou des investisseurs importants dans une entreprise. En général, il est illégal pour les initiés d'effectuer des opérations d'initiés dans leur entreprise sur la base d'informations matérielles non publiques. Cela ne signifie pas qu'il est illégal pour eux d'effectuer toute transaction dans leurs propres entreprises. Toutefois, ils doivent déclarer toutes les transactions à la SEC au moyen d'un formulaire 4.
Liste d'initiés et indicateurs de rentabilité
Ce tableau présente la liste des initiés connus et est généré automatiquement à partir des dépôts communiqués à la SEC. Outre les noms, le titre le plus récent et la désignation du directeur, du dirigeant ou du propriétaire à 10 %, nous indiquons les dernières participations divulguées. En outre, lorsque cela est possible, nous indiquons les performances historiques des opérations d'initiés. La performance historique des transactions est une moyenne pondérée de la performance des opérations d'achat réelles sur le marché public effectuées par l'initié. Pour plus d'informations sur le mode de calcul, regardez ce webinaire sur YouTube.
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Initié | Profit moyen (%) | Actions détenues |
Fractionnement Ajusté |
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Historique des achats d'initiés - Analyse des bénéfices à court terme
Dans cette section, nous analysons la rentabilité de chaque achat d'initié non planifié et effectué sur le marché public dans FOCS / Focus Financial Partners Inc - Class A. Cette analyse permet de comprendre si l'initié génère régulièrement des rendements anormaux et s'il vaut la peine d'être suivi. Cette analyse porte sur l'année qui suit chaque transaction et les résultats sont théoriques .
Le tableau suivant présente les achats sur le marché public les plus récents qui ne faisaient pas partie d'un plan de trading automatique.
Prix ajusté est le prix ajusté suite au fractionnement. Actions ajustées est le nombre d'actions ajustées suite au fractionnement.
Historique des ventes d'initiés - Analyse des pertes à court terme
Dans cette section, nous analysons l'évitement des pertes à court terme de chaque vente d'initié non planifiée et réalisée sur le marché public dans FOCS / Focus Financial Partners Inc - Class A. Un schéma cohérent d'évitement des pertes peut suggérer que les transactions de vente futures peuvent prédire des baisses de prix. Cette analyse porte sur l'année qui suit chaque transaction, et les résultats sont théoriques .
Le tableau suivant présente les ventes les plus récentes sur le marché public qui ne faisaient pas partie d'un plan de trading automatique.
Prix ajusté est le prix ajusté suite au fractionnement. Actions ajustées est le nombre d'actions ajustées suite au fractionnement.
Historique des transactions
Click the link icon to see the full transaction history. Transactions reported as part of a 10b5-1 automatic trading plan will have an X in the column marked 10b-5.
Date de dépôt |
Date de transaction |
Formulaire | Initié | Libellé | Nom du titre | Code | Direct | Prix d'exercice |
Prix unitaire |
Unités Modifié |
Valeur Modifiée (1K) |
Options restantes |
Actions restantes |
|
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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 |