Focus Financial Partners Inc.
FOCSDelisted Aug 31, 2023- Industry
- Investment Advice
- SEC CIK
- 0001651052
Focus Financial Partners Inc. was delisted on Aug 31, 2023; its insiders filed their last Form 4 on Sep 1, 2023; 208 institutions reported holding it in 13F filings for Q2 2023, worth $3.88B in total; Soros Fund Management was the only superinvestor holding it.
Open-market trades, last 90 days
Open-market purchases (P) and sales (S) by Focus Financial Partners Inc. insiders, counted by Form 4 filing. Trades with a flagged price and duplicate filings are left out.
- Open-market buys
- 0 filings
- Open-market sells
- 0 filings
- Insiders trading
- 0
- Net value
- $0
- Purchases minus sales
Insider roster
Directors, officers and 10% owners who have filed a Form 4 for Focus Financial Partners Inc., current and former, most recent filer first. Last reported holding is the position after the last non-derivative trade in their latest filing.
| Name | Title | Last reported holding | Last filing | Filings, past year |
|---|---|---|---|---|
| Adolf Ruediger | CEO and Chairman | 0Indirect | Sep 1, 2023 | 0 |
| Shanahan James | Chief Financial Officer | 0Indirect | Sep 1, 2023 | 0 |
| Morganroth Greg S. | Director | 0 | Sep 1, 2023 | 0 |
| McGranahan John Russell | General Counsel | 0 | Sep 1, 2023 | 0 |
| Kodialam Rajini Sundar | Chief Operating Officer | 0Indirect | Sep 1, 2023 | 0 |
| Feliciani Joseph | Director | 0 | Sep 1, 2023 | 0 |
| Chang Leonard R. | Sr. Managing Dir/Head of M&A | 0 | Sep 1, 2023 | 0 |
| Neuhoff Elizabeth R. | Director | 0 | Sep 1, 2023 | 0 |
| LeMieux George | Director | 0 | Sep 1, 2023 | 0 |
| Stone Point Capital LLC | Director, 10% Owner | 0Indirect | Aug 31, 2023 | 0 |
| Trident VI, L.P. | Director, 10% Owner | 0Indirect | Aug 31, 2023 | 0 |
| Trident VI Parallel Fund, L.P. | Director, 10% Owner | 0Indirect | Aug 31, 2023 | 0 |
| Trident VI DE Parallel Fund, L.P. | Director, 10% Owner | 0Indirect | Aug 31, 2023 | 0 |
| Trident Capital VI, L.P. | Director, 10% Owner | 0Indirect | Aug 31, 2023 | 0 |
| Trident FFP GP LLC | Director, 10% Owner | 0Indirect | Aug 31, 2023 | 0 |
| Trident FFP LP | Director, 10% Owner | 0Indirect | Aug 31, 2023 | 0 |
| Carey James D | Director | 0Indirect | Aug 31, 2023 | 0 |
| Mashinsky Kristine | Director | 20,000 | Dec 27, 2021 | 0 |
Insider trades
Each row adds up one type of transaction in one Form 4 filing. Only open-market purchases (P) and sales (S) are shown by default; use the filters to see grants, option exercises and other codes.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Dec 20, 2021 (view filing)4:07 PM ET | Dec 20 | Same day | McGranahan John RussellGeneral Counsel | SSaleClass A Common Stock | −78.9K | $54.72 | −$4.32M | –4.62K after | Derivative |
| Dec 20, 2021 (view filing)4:07 PM ET | Dec 20 | Same day | Adolf RuedigerCEO and Chairman | SSaleClass A Common Stock | −505.3K | $54.72 | −$27.6M | –70.6K after | Derivative |
| Aug 17, 2021 (view filing) | Aug 13-16 | 4 days | Mashinsky KristineDirector | PPurchaseClass A Common Stock | +20.0K | $49.85 | +$997.0K | New position20.0K after | 2 lots |