Focus Financial Partners Inc. (FOCS) NASDAQ
$52.99 - (-)
Market Cap: -
As of 08/30/23 12:00 AM EDT. Market closed.
Focus Financial Partners Inc. (FOCS)
NASDAQ
$52.99
- (-)
Market Cap: -
As of 08/30/23 12:00 AM EDT. Market closed.
focus financial partners is a leading partnership of independent, fiduciary wealth management firms. focus provides unrivaled access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with wealth management, benefit and investment consulting services. focus partner firms maintain their operational independence, ... read more
focus financial partners is a leading partnership of independent, fiduciary wealth management firms. focus provides unrivaled access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with wealth management, benefit and investment consulting services. focus partner firms maintain their operational independence, while they benefit from the synergies, scale, economics and best practices of the market leader to achieve their business objectives. for more information about focus financial partners, please visit www.focusfinancialpartners.com. read less
Owner | Relationship | Date | Transaction | Cost | # Shares | Value($) | Total Shares | Form 4 |
Shanahan James | Chief Financial Officer | Aug 31, 2023 | Option Exercise | $53.00 | 46,269 | 2,452,257 | 0 | Sep 01, 2023, 09:36 PM |
Shanahan James | Chief Financial Officer | Aug 31, 2023 | Option Exercise | $53.00 | 907,468 | 48,095,804 | 0 | Sep 01, 2023, 09:36 PM |
Adolf Ruediger | CEO and Chairman | Aug 31, 2023 | Option Exercise | $53.00 | 584,552 | 30,981,256 | 0 | Sep 01, 2023, 09:35 PM |
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 |
Morganroth Greg S. | Director | Aug 31, 2023 | Option Exercise | $53.00 | 20,311 | 1,076,483 | 0 | Sep 01, 2023, 09:35 PM |
LeMieux George | Director | Aug 31, 2023 | Option Exercise | $53.00 | 9,611 | 509,383 | 0 | Sep 01, 2023, 09:34 PM |
McGranahan John Russell | General Counsel | Aug 31, 2023 | Option Exercise | $53.00 | 414,124 | 21,948,572 | 0 | Sep 01, 2023, 09:34 PM |
Neuhoff Elizabeth R. | Director | Aug 31, 2023 | Option Exercise | $53.00 | 9,611 | 509,383 | 0 | Sep 01, 2023, 09:33 PM |
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 |
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 |
Feliciani Joseph | Director | Aug 31, 2023 | Option Exercise | $53.00 | 28,147 | 1,491,791 | 0 | Sep 01, 2023, 09:31 PM |
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 |
Carey James D | Director | Aug 31, 2023 | Option Exercise | $53.00 | 16,048,975 | 850,595,675 | 0 | Aug 31, 2023, 04:15 PM |
STONE POINT CAPITAL LLC | Director | Aug 31, 2023 | Option Exercise | $53.00 | 16,048,975 | 850,595,675 | 0 | Aug 31, 2023, 04:15 PM |
Mashinsky Kristine | Director | Aug 16, 2021 | Buy | $49.69 | 6,080 | 302,138 | 20,000 | Aug 17, 2021, 04:30 PM |
Mashinsky Kristine | Director | Aug 13, 2021 | Buy | $49.92 | 13,920 | 694,824 | 13,920 | Aug 17, 2021, 04:30 PM |
KKR Group Partnership L.P. | 10% Owner | Jun 23, 2021 | Sale | $49.87 | 7,144,244 | 356,283,441 | 0 | Jun 24, 2021, 09:28 PM |
KKR Freya Aggregator L.P. | 10% Owner | Jun 23, 2021 | Sale | $49.87 | 7,144,244 | 356,283,441 | 0 | Jun 24, 2021, 09:28 PM |
KKR Group Partnership L.P. | 10% Owner | Mar 16, 2021 | Sale | $46.20 | 304,141 | 14,051,314 | 3,086,585 | Mar 18, 2021, 09:18 PM |
KKR Freya Aggregator L.P. | 10% Owner | Mar 16, 2021 | Sale | $46.20 | 304,141 | 14,051,314 | 3,086,585 | Mar 18, 2021, 09:18 PM |
STONE POINT CAPITAL LLC | Director | Mar 16, 2021 | Sale | $46.20 | 683,226 | 31,565,042 | 6,701,039 | Mar 18, 2021, 01:14 PM |
Carey James D | Director | Mar 16, 2021 | Sale | $46.20 | 683,226 | 31,565,042 | 7,798,810 | Mar 18, 2021, 01:12 PM |
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 |
STONE POINT CAPITAL LLC | Director | Mar 02, 2021 | Sale | $46.20 | 4,662,270 | 215,396,878 | 6,986,311 | Mar 04, 2021, 05:45 PM |
KKR Group Partnership 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 |
KKR Freya Aggregator 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 |
Kodialam Rajini Sundar | COO | Sep 08, 2020 | Sale | $31.05 | 260,749 | 8,096,256 | 0 | Sep 09, 2020, 07:31 AM |
Adolf Ruediger | CEO and Chairman | Sep 08, 2020 | Sale | $31.05 | 561,185 | 17,424,794 | 0 | Sep 09, 2020, 07:31 AM |
Kodialam Rajini Sundar | COO | Sep 08, 2020 | Sale | $31.05 | 87,574 | 2,719,173 | 0 | Sep 09, 2020, 07:31 AM |
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 |
Shanahan James | CFO | Sep 08, 2020 | Sale | $31.05 | 48,462 | 1,504,745 | 0 | Sep 09, 2020, 07:30 AM |
Shanahan James | CFO | Sep 08, 2020 | Sale | $31.05 | 177,979 | 5,526,248 | 0 | Sep 09, 2020, 07:30 AM |
McGranahan John Russell | General Counsel | Sep 08, 2020 | Sale | $31.05 | 107,180 | 3,327,939 | 1,000 | Sep 09, 2020, 07:30 AM |
MCWHINNEY DEBORAH D | Director | Jul 30, 2018 | Buy | $33.00 | 3,000 | 99,000 | 3,000 | Jul 30, 2018, 07:42 PM |
Gottdiener Noah | Director | Jul 30, 2018 | Buy | $33.00 | 7,575 | 249,975 | 7,575 | Jul 30, 2018, 07:40 PM |
Fund | # Shares Owned | % of Portfolio | % Change | Investing Style |
---|---|---|---|---|
UBS OCONNOR LLC | 1,368,000 | 1.82% | Exited | Value |
GARDNER LEWIS ASSET MANAGEMENT L P | 131,496 | 2.33% | Exited | Event Driven |
Period of Report: 06/30/2023
10-K/10-Q Filings: View