| |
| |
| Exchange: |
N/A |
| Security
Type: |
Common |
| Shares
Out: |
70,610,000 |
| Market
Cap: |
3.74(B) |
| Last
Volume: |
0 |
Avg
Vol: |
0 |
| 52
Week Range: |
$51.88 - $53 |
|
| Level
I Sector: |
N/A |
| Level
II Sector: |
N/A |
| Level
III Sector: |
N/A |
|
Member Indexes:
|
Rankings:
|
|
| Insider 3 Months : - |
| Insider 6 Months : - |
| Insider 3/6 Months : - |
|
| Guru Rank Number : 711 |
| Guru Rank Value : 1.6 |
| Guru Occurances : 1 |
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Company Profile Focus Financial Partners is a partnership of independent, fiduciary wealth management firms operating in the registered investment adviser industry. Co. is in the business of acquiring and overseeing independent fiduciary wealth management and related businesses. Co.'s partner firms primarily service ultra-high net worth and high net worth individuals and families by providing wealth management services. Co.'s wealth management services include investment advice, financial and tax planning, consulting, tax return preparation, family office services, and other services. Co. also provides recordkeeping and administration services, and outsourced services.
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|
D/I:
|
|
|
D
is for direct shares.
I is
for indirect shares.
D/I
refers to the Direct or Indirect
shares traded vs. held. |
|
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|
Forms:
|
|
|
A
Form 4 is a form filed
by an insider to indicate a change
in ownership.
A Form
3 is a form filed by
an insider to indicate an
initial ownership of a security. |
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3m +/-:
|
|
|
|
This
represents the company's 3 month
price change. The initial price
is based on the closing price
of the stock on the day the transaction
took place. Purchases & sales
are viewed as long & short
positions respectively.
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|
|
|
Actions:
|
|
|
| B |
Buy |
| S |
Sell |
| OE |
Option
Exercised |
| A |
Acquired |
| D |
Disposed |
| AB |
Automatic
Buy |
| AS |
Automatic
Sell |
| IO |
Initial
Ownership |
|
|
|
|
Download:
|
|
|
Download only Transactions
Forms. (Default)
Download
only Summary Infomation.
Download
both Transactions and Summary Data
|
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| |
| |
Summary (Direct Transactions Only)  |
3 Months |
6 Months |
12 Months |
24 Months |
| Total Shares Bought |
0 |
0 |
0 |
0 |
| Total Buy Value |
$0 |
$0 |
$0 |
$0 |
| Total People Bought |
0 |
0 |
0 |
0 |
| Total Buy Transactions |
0 |
0 |
0 |
0 |
| Total Shares Sold |
0 |
0 |
0 |
0 |
| Total Sell Value |
$0 |
$0 |
$0 |
$0 |
| Total People Sold |
0 |
0 |
0 |
0 |
| Total Sell Transactions |
0 |
0 |
0 |
0 |
| End Date |
2024-01-28 |
2023-10-27 |
2023-04-28 |
2022-04-28 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Carey James D |
Director |
– • – |
2023-08-31 |
4 |
D |
$53.00 |
$850,595,675 |
I/I |
(16,048,975) |
0 |
|
- |
|
| Carey James D |
Director |
– • – |
2023-08-31 |
4 |
OE |
$0.00 |
$0 |
I/I |
8,250,165 |
16,048,975 |
|
- |
|
| Trident Capital Vi, L.p. |
Director |
– • • |
2023-08-31 |
4 |
D |
$53.00 |
$850,595,675 |
I/I |
(16,048,975) |
0 |
|
- |
|
| Trident Capital Vi, L.p. |
Director |
– • • |
2023-08-31 |
4 |
OE |
$0.00 |
$0 |
I/I |
8,250,165 |
8,250,165 |
|
- |
|
| Mcgranahan John Russell |
General Counsel |
• – – |
2023-08-31 |
4 |
D |
$53.00 |
$21,948,572 |
D/D |
(414,124) |
0 |
|
- |
|
| Mcgranahan John Russell |
General Counsel |
• – – |
2023-08-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
413,124 |
414,124 |
|
- |
|
| Mashinsky Kristine |
Director |
– • – |
2021-08-16 |
4 |
B |
$49.69 |
$302,138 |
D/D |
6,080 |
20,000 |
2.39 |
23% |
|
| Mashinsky Kristine |
Director |
– • – |
2021-08-13 |
4 |
B |
$49.92 |
$694,824 |
D/D |
13,920 |
13,920 |
2.39 |
19% |
|
| Roberts George R |
|
• • • |
2021-06-23 |
4 |
S |
$49.87 |
$356,283,448 |
I/I |
(7,144,244) |
0 |
|
-21% |
|
| Roberts George R |
|
• • • |
2021-06-23 |
4 |
A |
$0.00 |
$0 |
I/I |
3,654,044 |
3,654,044 |
|
- |
|
| Kkr Americas Xii Eea (freya) Blocker Parent L.p. |
|
• • • |
2021-06-23 |
4 |
S |
$49.87 |
$356,283,448 |
I/I |
(7,144,244) |
0 |
|
-21% |
|
| Kkr Americas Xii Eea (freya) Blocker Parent L.p. |
|
• • • |
2021-06-23 |
4 |
A |
$0.00 |
$0 |
I/I |
3,654,044 |
3,654,044 |
|
- |
|
| Kkr Americas Xii Eea (freya) Blocker Parent L.p. |
|
• • • |
2021-03-16 |
4 |
S |
$46.20 |
$14,051,314 |
I/I |
(304,141) |
403,615 |
|
-8% |
|
| Kkr Americas Xii Eea (freya) Blocker Parent L.p. |
|
• • • |
2021-03-16 |
4 |
A |
$0.00 |
$0 |
I/I |
155,558 |
155,558 |
|
- |
|
| Roberts George R |
|
• • • |
2021-03-16 |
4 |
S |
$46.20 |
$14,051,314 |
I/I |
(304,141) |
403,615 |
|
-8% |
|
| Roberts George R |
|
• • • |
2021-03-16 |
4 |
A |
$0.00 |
$0 |
I/I |
155,558 |
155,558 |
|
- |
|
| Carey James D |
Director |
– • – |
2021-03-16 |
4 |
S |
$46.20 |
$31,565,041 |
I/I |
(683,226) |
7,798,810 |
|
-8% |
|
| Carey James D |
Director |
– • – |
2021-03-16 |
4 |
A |
$0.00 |
$0 |
I/I |
351,220 |
8,482,036 |
|
- |
|
| Trident Capital Vi, L.p. |
Director |
– • • |
2021-03-16 |
4 |
S |
$46.20 |
$31,565,041 |
I/I |
(683,226) |
142,016 |
|
-8% |
|
| Trident Capital Vi, L.p. |
Director |
– • • |
2021-03-16 |
4 |
A |
$0.00 |
$0 |
I/I |
351,220 |
351,220 |
|
- |
|
| Trident Capital Vi, L.p. |
Director |
– • • |
2021-03-02 |
4 |
S |
$46.20 |
$215,396,874 |
I/I |
(4,662,270) |
148,062 |
|
-18% |
|
| Trident Capital Vi, L.p. |
Director |
– • • |
2021-03-02 |
4 |
A |
$0.00 |
$0 |
I/I |
1,296,885 |
2,396,693 |
|
- |
|
| Carey James D |
Director |
– • – |
2021-03-02 |
4 |
S |
$46.20 |
$215,396,874 |
I/I |
(4,662,270) |
8,130,816 |
|
-18% |
|
| Carey James D |
Director |
– • – |
2021-03-02 |
4 |
A |
$0.00 |
$0 |
I/I |
1,296,885 |
12,793,086 |
|
- |
|
| Roberts George R |
|
• • • |
2021-03-02 |
4 |
S |
$46.20 |
$95,884,589 |
I/I |
(2,075,424) |
420,797 |
|
-18% |
|
46 Records found
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Page 1 of 2 |
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