Date | Name | Title | Type | Security | Shares | Price | Value | Ownership | Reported |
12/22/2022 | Adolf Ruediger | CEO and Chairman | Payment of Exercise | Common Units in Focus Financial Partners, LLC | 1.8k | $37.71 | $67.8k | | 12/22/2022 |
12/22/2022 | Kodialam Rajini Sundar | COO | Payment of Exercise | Common Units in Focus Financial Partners, LLC | 1.9k | $37.71 | $71.9k | | 12/22/2022 |
12/22/2022 | Shanahan James | CFO | Payment of Exercise | Common Units in Focus Financial Partners, LLC | 1.4k | $37.71 | $52.9k | By James Shanahan 2020 Revocable Trust | 12/22/2022 |
12/22/2022 | McGranahan John Russell | General Counsel | Payment of Exercise | Common Units in Focus Financial Partners, LLC | 757 | $37.71 | $28.5k | | 12/22/2022 |
12/22/2022 | Chang Leonard R. | Sr. Managing Dir/Head of M&A | Payment of Exercise | Common Units in Focus Financial Partners, LLC | 1.9k | $37.71 | $72.6k | | 12/22/2022 |
12/12/2022 | Chang Leonard R. | Sr. Managing Dir/Head of M&A | Grant | Incentive Units in Focus Financial Partners, LLC | 37.2k | $0.00 | $0 | | 12/12/2022 |
12/12/2022 | Chang Leonard R. | Sr. Managing Dir/Head of M&A | Grant | Common Units in Focus Financial Partners, LLC | 14.1k | $0.00 | $0 | | 12/12/2022 |
12/12/2022 | McGranahan John Russell | General Counsel | Grant | Incentive Units in Focus Financial Partners, LLC | 29.7k | $0.00 | $0 | By McGranahan Family 2021 Legacy Trust | 12/12/2022 |
12/12/2022 | McGranahan John Russell | General Counsel | Grant | Common Units in Focus Financial Partners, LLC | 11.3k | $0.00 | $0 | | 12/12/2022 |
12/12/2022 | Shanahan James | CFO | Grant | Incentive Units in Focus Financial Partners, LLC | 33.2k | $0.00 | $0 | By James Shanahan 2020 Irrevocable Insurance Trust | 12/12/2022 |
12/12/2022 | Shanahan James | CFO | Grant | Common Units in Focus Financial Partners, LLC | 12.6k | $0.00 | $0 | By James Shanahan 2020 Revocable Trust | 12/12/2022 |
12/12/2022 | Kodialam Rajini Sundar | COO | Grant | Incentive Units in Focus Financial Partners, LLC | 46.4k | $0.00 | $0 | By Kodialam 2014 Family Trust Agreement | 12/12/2022 |
12/12/2022 | Kodialam Rajini Sundar | COO | Grant | Common Units in Focus Financial Partners, LLC | 17.6k | $0.00 | $0 | | 12/12/2022 |
12/12/2022 | Feliciani Joseph | Director | Grant | Incentive Units in Focus Financial Partners, LLC | 5.9k | $0.00 | $0 | | 12/12/2022 |
12/12/2022 | Feliciani Joseph | Director | Grant | Common Units in Focus Financial Partners, LLC | 2.3k | $0.00 | $0 | | 12/12/2022 |
12/12/2022 | Neuhoff Elizabeth R. | Director | Grant | Incentive Units in Focus Financial Partners, LLC | 5.9k | $0.00 | $0 | | 12/12/2022 |
12/12/2022 | Neuhoff Elizabeth R. | Director | Grant | Common Units in Focus Financial Partners, LLC | 2.3k | $0.00 | $0 | | 12/12/2022 |
12/12/2022 | Adolf Ruediger | CEO and Chairman | Grant | Incentive Units in Focus Financial Partners, LLC | 35.3k | $0.00 | $0 | | 12/12/2022 |
12/12/2022 | Adolf Ruediger | CEO and Chairman | Grant | Incentive Units in Focus Financial Partners, LLC | 35.3k | $0.00 | $0 | By Adolf Family Trust II | 12/12/2022 |
12/12/2022 | Adolf Ruediger | CEO and Chairman | Grant | Common Units in Focus Financial Partners, LLC | 26.9k | $0.00 | $0 | | 12/12/2022 |
12/12/2022 | Morganroth Greg S. | Director | Grant | Incentive Units in Focus Financial Partners, LLC | 5.9k | $0.00 | $0 | | 12/12/2022 |
12/12/2022 | Morganroth Greg S. | Director | Grant | Common Units in Focus Financial Partners, LLC | 2.3k | $0.00 | $0 | | 12/12/2022 |
12/12/2022 | LeMieux George | Director | Grant | Incentive Units in Focus Financial Partners, LLC | 5.9k | $0.00 | $0 | | 12/12/2022 |
12/12/2022 | LeMieux George | Director | Grant | Common Units in Focus Financial Partners, LLC | 2.3k | $0.00 | $0 | | 12/12/2022 |
12/07/2022 | Chang Leonard R. | Sr. Managing Dir/Head of M&A | Payment of Exercise | Common Units in Focus Financial Partners, LLC | 583 | $36.75 | $21.4k | | 12/07/2022 |
12/07/2022 | Adolf Ruediger | CEO and Chairman | Payment of Exercise | Common Units in Focus Financial Partners, LLC | 788 | $36.75 | $29k | | 12/07/2022 |
12/07/2022 | Kodialam Rajini Sundar | COO | Payment of Exercise | Common Units in Focus Financial Partners, LLC | 512 | $36.75 | $18.8k | | 12/07/2022 |
12/07/2022 | Shanahan James | CFO | Payment of Exercise | Common Units in Focus Financial Partners, LLC | 510 | $36.75 | $18.7k | By James Shanahan 2020 Revocable Trust | 12/07/2022 |
12/07/2022 | McGranahan John Russell | General Counsel | Payment of Exercise | Common Units in Focus Financial Partners, LLC | 308 | $36.75 | $11.3k | | 12/07/2022 |
03/07/2022 | Neuhoff Elizabeth R. | Director | Grant | Incentive Units in Focus Financial Partners, LLC | 30k | $0.00 | $0 | | 03/07/2022 |
03/07/2022 | LeMieux George | Director | Grant | Incentive Units in Focus Financial Partners, LLC | 30k | $0.00 | $0 | | 03/07/2022 |
12/22/2021 | Mashinsky Kristine | Director | Grant | Incentive Units in Focus Financial Partners, LLC | 5.5k | $0.00 | $0 | | 12/22/2021 |
12/22/2021 | Mashinsky Kristine | Director | Grant | Common Units in Focus Financial Partners, LLC | 1.2k | $0.00 | $0 | | 12/22/2021 |
12/22/2021 | Chang Leonard R. | Sr. Managing Dir/Head of M&A | Grant | Incentive Units in Focus Financial Partners, LLC | 73.4k | $0.00 | $0 | | 12/22/2021 |
12/22/2021 | Chang Leonard R. | Sr. Managing Dir/Head of M&A | Grant | Common Units in Focus Financial Partners, LLC | 15.5k | $0.00 | $0 | | 12/22/2021 |
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