| Filed On | Filing |
|---|---|
| 09 Feb 2024 | SEC SCHEDULE 13G |
| 11 Sep 2023 | 15-12G |
| 01 Sep 2023 |
Form 4: Adolf Ruediger, Director
Acquired 556,177 Common Units in Focus Financial Partners, LLC (Option Exercise/Conversion) · Exercised 584,552 Common Units in Focus Financial Partners, LLC · Disposed of 139,410 Incentive Units in Focus Financial Partners, LLC (Disposition to Issuer) |
| 01 Sep 2023 |
Form 4: Shanahan James, Chief Financial Officer
Received 953,737 shares by exercise or conversion · Returned 953,737 shares to the issuer ($50.5M) · Disposed of 10,811 Common Units in Focus Financial Partners, LLC (Exercise Price / Tax Payment) ($573K) · 3 more |
| 01 Sep 2023 |
Form 4: Adolf Ruediger, Director
Received 2,379,777 shares by exercise or conversion · Returned 2,379,777 shares to the issuer ($126M) · Disposed of 19,014 Common Units in Focus Financial Partners, LLC (Exercise Price / Tax Payment) ($1.01M) · 3 more |
| 01 Sep 2023 |
Form 4: Morganroth Greg S., Director
Received 20,311 shares by exercise or conversion · Returned 20,311 shares to the issuer ($1.08M) · Acquired 15,937 Common Units in Focus Financial Partners LLC (Option Exercise/Conversion) · 1 more |
| 01 Sep 2023 |
Form 4: LeMieux George, Director
Received 9,611 shares by exercise or conversion · Returned 9,611 shares to the issuer ($509K) · Acquired 7,350 Common Units in Focus Financial Partners LLC (Option Exercise/Conversion) |
| 01 Sep 2023 |
Form 4: McGranahan John Russell, General Counsel
Received 413,124 shares by exercise or conversion · Returned 414,124 shares to the issuer ($21.9M) · Disposed of 6,679 Common Units in Focus Financial Partners, LLC (Exercise Price / Tax Payment) ($354K) · 4 more |
| 01 Sep 2023 |
Form 4: Neuhoff Elizabeth R., Director
Received 9,611 shares by exercise or conversion · Returned 9,611 shares to the issuer ($509K) · Acquired 7,350 Common Units in Focus Financial Partners LLC (Option Exercise/Conversion) |
| 01 Sep 2023 |
Form 4: Kodialam Rajini Sundar, Director
Received 1,421,314 shares by exercise or conversion · Returned 1,421,314 shares to the issuer ($75.3M) · Disposed of 12,098 Common Units in Focus Financial Partners, LLC (Exercise Price / Tax Payment) ($641K) · 2 more |
| 01 Sep 2023 |
Form 4: Feliciani Joseph, Director
Received 28,147 shares by exercise or conversion · Returned 28,147 shares to the issuer ($1.49M) · Acquired 23,773 Common Units in Focus Financial Partners LLC (Option Exercise/Conversion) · 1 more |
| 01 Sep 2023 |
Form 4: Chang Leonard R., Sr. Managing Dir/Head of M&A
Received 947,643 shares by exercise or conversion · Returned 947,643 shares to the issuer ($50.2M) · Disposed of 12,085 Common Units in Focus Financial Partners, LLC (Exercise Price / Tax Payment) ($641K) · 2 more |
| 31 Aug 2023 | SC 13D/A |
| 31 Aug 2023 |
Form 4: Carey James D, Director
Received 8,250,165 shares by exercise or conversion · Returned 16,048,975 shares to the issuer ($851M) |
| 31 Aug 2023 |
Form 4: Stone Point Capital Llc, Director and 6 others
Received 8,250,165 shares by exercise or conversion · Returned 16,048,975 shares to the issuer ($851M) |
| 31 Aug 2023 | POSASR |
| 31 Aug 2023 | S-8 POS |
| 31 Aug 2023 | S-8 POS |
| 31 Aug 2023 | SC 13E3/A |
| 31 Aug 2023 | 25-NSE/A |
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