| Symbol | Company | Owner | Relationship | Date | Transaction | Cost | # Shares | Value ($) | Total Shares | Filing | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FOCS | Focus Financial Partners Inc. | Shanahan James | Chief Financial Officer | Aug 31, 2023 | Option Exercise | $53.00 | 46,269 | 2,452,257 | 0 | Sep 01, 2023, 09:36 PM | |
| FOCS | Focus Financial Partners Inc. | Shanahan James | Chief Financial Officer | Aug 31, 2023 | Option Exercise | $53.00 | 907,468 | 48,095,804 | 0 | Sep 01, 2023, 09:36 PM | |
| FOCS | Focus Financial Partners Inc. | Adolf Ruediger | CEO and Chairman | Aug 31, 2023 | Option Exercise | $53.00 | 1,795,225 | 95,146,925 | 0 | Sep 01, 2023, 09:35 PM | |
| FOCS | Focus Financial Partners Inc. | Adolf Ruediger | CEO and Chairman | Aug 31, 2023 | Option Exercise | $53.00 | 584,552 | 30,981,256 | 0 | Sep 01, 2023, 09:35 PM | |
| FOCS | Focus Financial Partners Inc. | Morganroth Greg S. | Director | Aug 31, 2023 | Option Exercise | $53.00 | 20,311 | 1,076,483 | 0 | Sep 01, 2023, 09:35 PM | |
| FOCS | Focus Financial Partners Inc. | LeMieux George | Director | Aug 31, 2023 | Option Exercise | $53.00 | 9,611 | 509,383 | 0 | Sep 01, 2023, 09:34 PM | |
| FOCS | Focus Financial Partners Inc. | McGranahan John Russell | General Counsel | Aug 31, 2023 | Option Exercise | $53.00 | 414,124 | 21,948,572 | 0 | Sep 01, 2023, 09:34 PM | |
| FOCS | Focus Financial Partners Inc. | Neuhoff Elizabeth R. | Director | Aug 31, 2023 | Option Exercise | $53.00 | 9,611 | 509,383 | 0 | Sep 01, 2023, 09:33 PM | |
| FOCS | Focus Financial Partners Inc. | Kodialam Rajini Sundar | Chief Operating Officer | Aug 31, 2023 | Option Exercise | $53.00 | 484,019 | 25,653,007 | 0 | Sep 01, 2023, 09:33 PM | |
| FOCS | Focus Financial Partners Inc. | Kodialam Rajini Sundar | Chief Operating Officer | Aug 31, 2023 | Option Exercise | $53.00 | 937,295 | 49,676,635 | 0 | Sep 01, 2023, 09:33 PM | |
| FOCS | Focus Financial Partners Inc. | Feliciani Joseph | Director | Aug 31, 2023 | Option Exercise | $53.00 | 28,147 | 1,491,791 | 0 | Sep 01, 2023, 09:31 PM | |
| FOCS | Focus Financial Partners Inc. | Chang Leonard R. | Sr. Managing Dir/Head of M&A | Aug 31, 2023 | Option Exercise | $53.00 | 947,643 | 50,225,079 | 0 | Sep 01, 2023, 09:30 PM | |
| FOCS | Focus Financial Partners Inc. | Carey James D | Director | Aug 31, 2023 | Option Exercise | $53.00 | 16,048,975 | 850,595,675 | 0 | Aug 31, 2023, 04:15 PM | |
| FOCS | Focus Financial Partners Inc. | Trident Capital VI, L.P. | Director | Aug 31, 2023 | Option Exercise | $53.00 | 16,048,975 | 850,595,675 | 0 | Aug 31, 2023, 04:15 PM | |
| FOCS | Focus Financial Partners Inc. | Mashinsky Kristine | Director | Aug 13, 2021 | Buy | $49.92 | 13,920 | 694,824 | 13,920 | Aug 17, 2021, 04:30 PM | |
| FOCS | Focus Financial Partners Inc. | Mashinsky Kristine | Director | Aug 16, 2021 | Buy | $49.69 | 6,080 | 302,138 | 20,000 | Aug 17, 2021, 04:30 PM | |
| FOCS | Focus Financial Partners Inc. | KKR Americas XII Ltd | 10% Owner | Jun 23, 2021 | Sale | $49.87 | 7,144,244 | 356,283,441 | 0 | Jun 24, 2021, 09:28 PM | |
| FOCS | Focus Financial Partners Inc. | KKR Americas Fund XII (Freya) L.P. | 10% Owner | Jun 23, 2021 | Sale | $49.87 | 7,144,244 | 356,283,441 | 0 | Jun 24, 2021, 09:28 PM | |
| FOCS | Focus Financial Partners Inc. | KKR Americas XII Ltd | 10% Owner | Mar 16, 2021 | Sale | $46.20 | 304,141 | 14,051,314 | 3,086,585 | Mar 18, 2021, 09:18 PM | |
| FOCS | Focus Financial Partners Inc. | KKR Associates Americas XII AIV L.P. | 10% Owner | Mar 16, 2021 | Sale | $46.20 | 304,141 | 14,051,314 | 3,086,585 | Mar 18, 2021, 09:18 PM | |
| FOCS | Focus Financial Partners Inc. | Trident VI, L.P. | Director | Mar 16, 2021 | Sale | $46.20 | 683,226 | 31,565,042 | 6,701,039 | Mar 18, 2021, 01:14 PM | |
| FOCS | Focus Financial Partners Inc. | Carey James D | Director | Mar 16, 2021 | Sale | $46.20 | 683,226 | 31,565,042 | 7,798,810 | Mar 18, 2021, 01:12 PM | |
| FOCS | Focus Financial Partners Inc. | Carey James D | Director | Mar 02, 2021 | Sale | $46.20 | 4,662,270 | 215,396,878 | 8,130,816 | Mar 04, 2021, 05:57 PM | |
| FOCS | Focus Financial Partners Inc. | Trident VI Parallel Fund, L.P. | Director | Mar 02, 2021 | Sale | $46.20 | 4,662,270 | 215,396,878 | 6,986,311 | Mar 04, 2021, 05:45 PM | |
| FOCS | Focus Financial Partners Inc. | KKR Associates Americas XII L.P. | 10% Owner | Mar 02, 2021 | Sale | $46.20 | 2,075,424 | 95,884,590 | 3,217,986 | Mar 03, 2021, 08:22 PM | |
| FOCS | Focus Financial Partners Inc. | KKR Americas Fund XII (Freya) L.P. | 10% Owner | Mar 02, 2021 | Sale | $46.20 | 2,075,424 | 95,884,590 | 3,217,986 | Mar 03, 2021, 08:17 PM | |
| FOCS | Focus Financial Partners Inc. | Kodialam Rajini Sundar | COO | Sep 08, 2020 | Sale | $31.05 | 260,749 | 8,096,256 | 0 | Sep 09, 2020, 07:31 AM | |
| FOCS | Focus Financial Partners Inc. | Kodialam Rajini Sundar | COO | Sep 08, 2020 | Sale | $31.05 | 87,574 | 2,719,173 | 0 | Sep 09, 2020, 07:31 AM | |
| FOCS | Focus Financial Partners Inc. | Adolf Ruediger | CEO and Chairman | Sep 08, 2020 | Sale | $31.05 | 561,185 | 17,424,794 | 0 | Sep 09, 2020, 07:31 AM | |
| FOCS | Focus Financial Partners Inc. | Chang Leonard R. | Sr. Managing Dir/Head of M&A | Sep 08, 2020 | Sale | $31.05 | 186,783 | 5,799,612 | 0 | Sep 09, 2020, 07:30 AM | |
| FOCS | Focus Financial Partners Inc. | Shanahan James | CFO | Sep 08, 2020 | Sale | $31.05 | 177,979 | 5,526,248 | 0 | Sep 09, 2020, 07:30 AM | |
| FOCS | Focus Financial Partners Inc. | Shanahan James | CFO | Sep 08, 2020 | Sale | $31.05 | 48,462 | 1,504,745 | 0 | Sep 09, 2020, 07:30 AM | |
| FOCS | Focus Financial Partners Inc. | McGranahan John Russell | General Counsel | Sep 08, 2020 | Sale | $31.05 | 107,180 | 3,327,939 | 1,000 | Sep 09, 2020, 07:30 AM | |
| FOCS | Focus Financial Partners Inc. | MCWHINNEY DEBORAH D | Director | Jul 30, 2018 | Buy | $33.00 | 3,000 | 99,000 | 3,000 | Jul 30, 2018, 07:42 PM | |
| FOCS | Focus Financial Partners Inc. | Gottdiener Noah | Director | Jul 30, 2018 | Buy | $33.00 | 7,575 | 249,975 | 7,575 | Jul 30, 2018, 07:40 PM |
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