Insider Transactions Reported by 14 Insiders of Focus Financial Partners Inc.

Location
New York, NY

There are no Buy or Sell transactions made by insiders since 13 Mar 2025

Focus Financial Partners Inc. executives and other stock owners filed with the SEC include:

Name Relationship Holdings Value Past Year Net Change Change % Report Date
Kristine Mashinsky Director $237,234 22 Dec 2021
KKR Group Partnership L.P. 10%+ Owner 23 Jun 2021
James D. Carey Director 31 Aug 2023
STONE POINT CAPITAL LLC Director, 10%+ Owner 31 Aug 2023
Joseph Feliciani Director 31 Aug 2023
Freya Aggregator L.P. KKR 10%+ Owner 23 Jun 2021
Ruediger Adolf CEO and Chairman, Director 31 Aug 2023
Leonard R. Chang Sr. Managing Dir/Head of M&A 31 Aug 2023
James Shanahan Chief Financial Officer 31 Aug 2023
Rajini Sundar Kodialam Chief Operating Officer, Director 31 Aug 2023
J. Russell McGranahan General Counsel 31 Aug 2023
Greg S. Morganroth Director 31 Aug 2023
Elizabeth R. Neuhoff Director 31 Aug 2023
George LeMieux Director 31 Aug 2023

Recent Insider Transactions by Companies or Individuals for Focus Financial Partners Inc.

Insider Symbol Class Transaction % Value $ * Price $ Shares Shares Owned Date Ownership
George LeMieux Class A Common Stock, $0.01 par value Options Exercise 9,611 9,611 31 Aug 2023 Direct
George LeMieux Class A Common Stock, $0.01 par value Disposed to Issuer -100% -9,611 0 31 Aug 2023 Direct
George LeMieux Incentive Units in Focus Financial Partners LLC Options Exercise -100% -35,948 0 31 Aug 2023 Direct
George LeMieux Common Units in Focus Financial Partners LLC Options Exercise -100% -9,611 0 31 Aug 2023 Direct
George LeMieux Common Units in Focus Financial Partners LLC Options Exercise 325.1% 7,350 9,611 31 Aug 2023 Direct
Greg S. Morganroth Class A Common Stock, $0.01 par value Options Exercise 20,311 20,311 31 Aug 2023 Direct
Greg S. Morganroth Class A Common Stock, $0.01 par value Disposed to Issuer -100% -20,311 0 31 Aug 2023 Direct
Greg S. Morganroth Common Units in Focus Financial Partners LLC Options Exercise -100% -20,311 0 31 Aug 2023 Direct
Greg S. Morganroth Incentive Units in Focus Financial Partners LLC Disposed to Issuer -100% -5,489 0 31 Aug 2023 Direct
Greg S. Morganroth Incentive Units in Focus Financial Partners LLC Options Exercise -100% -45,289 0 31 Aug 2023 Direct
Greg S. Morganroth Common Units in Focus Financial Partners LLC Options Exercise 364.4% 15,937 20,311 31 Aug 2023 Direct
Leonard R. Chang Class A Common Stock, $0.01 par value Disposed to Issuer -100% -947,643 0 31 Aug 2023 Direct
Leonard R. Chang Class A Common Stock, $0.01 par value Options Exercise 947,643 947,643 31 Aug 2023 Direct
Leonard R. Chang Incentive Units in Focus Financial Partners, LLC Options Exercise -58.3% -350,018 249,982 31 Aug 2023 Direct
Leonard R. Chang Incentive Units in Focus Financial Partners, LLC Disposed to Issuer -41.7% -249,982 350,018 31 Aug 2023 Direct
Leonard R. Chang Common Units in Focus Financial Partners, LLC Options Exercise 4365.4% 926,421 947,643 31 Aug 2023 Direct
Leonard R. Chang Common Units in Focus Financial Partners, LLC Tax liability -36.3% -12,085 21,222 31 Aug 2023 Direct
Leonard R. Chang Incentive Units in Focus Financial Partners, LLC Options Exercise -100% -1,378,192 0 31 Aug 2023 Direct
Leonard R. Chang Common Units in Focus Financial Partners, LLC Options Exercise -100% -947,643 0 31 Aug 2023 Direct
Leonard R. Chang Incentive Units in Focus Financial Partners, LLC Disposed to Issuer -100% -323,335 0 31 Aug 2023 Direct
J. Russell McGranahan Class A Common Stock, $0.01 par value Disposed to Issuer -100% -414,124 0 31 Aug 2023 Direct
J. Russell McGranahan Class A Common Stock, $0.01 par value Options Exercise 41312.4% 413,124 414,124 31 Aug 2023 Direct
J. Russell McGranahan Common Units in Focus Financial Partners, LLC Tax liability -24.5% -6,679 20,611 31 Aug 2023 Direct
J. Russell McGranahan Incentive Units in Focus Financial Partners, LLC Other -25.3% -47,113 139,314 31 Aug 2023 Direct
J. Russell McGranahan Incentive Units in Focus Financial Partners, LLC Other -100% -29,741 0 31 Aug 2023 By McGranahan Family 2021 Legacy Trust
J. Russell McGranahan Incentive Units in Focus Financial Partners, LLC Options Exercise -100% -605,849 0 31 Aug 2023 Direct
J. Russell McGranahan Common Units in Focus Financial Partners, LLC Other -100% -20,611 0 31 Aug 2023 Direct
J. Russell McGranahan Common Units in Focus Financial Partners, LLC Options Exercise -100% -413,124 0 31 Aug 2023 Direct
J. Russell McGranahan Incentive Units in Focus Financial Partners, LLC Disposed to Issuer -100% -208,318 0 31 Aug 2023 Direct
J. Russell McGranahan Common Units in Focus Financial Partners, LLC Options Exercise 413,124 413,124 31 Aug 2023 Direct
J. Russell McGranahan Incentive Units in Focus Financial Partners, LLC Disposed to Issuer -100% -58,695 0 31 Aug 2023 By McGranahan Family 2021 Legacy Trust
J. Russell McGranahan Incentive Units in Focus Financial Partners, LLC Options Exercise -58.3% -291,682 208,318 31 Aug 2023 Direct
Stone Point Capital Llc Class A Common Stock Options Exercise 8,250,165 8,250,165 31 Aug 2023 See Footnotes
Stone Point Capital Llc Class A Common Stock Disposed to Issuer -100% -16,048,975 0 31 Aug 2023 See Footnotes
Stone Point Capital Llc Units of Focus Financial Partners, LLC Options Exercise -100% -8,250,165 0 31 Aug 2023 See Footnotes
James Shanahan Class A Common Stock, $0.01 par value Disposed to Issuer -100% -907,468 0 31 Aug 2023 By James Shanahan 2020 Revocable Trust
James Shanahan Class A Common Stock, $0.01 par value Disposed to Issuer -100% -46,269 0 31 Aug 2023 By James Shanahan 2020 Irrevocable Insurance Trust
James Shanahan Class A Common Stock, $0.01 par value Options Exercise 907,468 907,468 31 Aug 2023 By James Shanahan 2020 Revocable Trust
James Shanahan Class A Common Stock, $0.01 par value Options Exercise 46,269 46,269 31 Aug 2023 By James Shanahan 2020 Irrevocable Insurance Trust
James Shanahan Common Units in Focus Financial Partners, LLC Options Exercise -100% -46,269 0 31 Aug 2023 By James Shanahan 2020 Irrevocable Insurance Trust
James Shanahan Incentive Units in Focus Financial Partners, LLC Options Exercise -100% -1,284,417 0 31 Aug 2023 By James Shanahan 2020 Revocable Trust
James Shanahan Incentive Units in Focus Financial Partners, LLC Other -100% -119,375 0 31 Aug 2023 By James Shanahan 2020 Irrevocable Insurance Trust
James Shanahan Incentive Units in Focus Financial Partners, LLC Options Exercise -58.3% -315,016 224,984 31 Aug 2023 By James Shanahan 2020 Revocable Trust
James Shanahan Common Units in Focus Financial Partners, LLC Options Exercise -100% -926,382 0 31 Aug 2023 By James Shanahan 2020 Revocable Trust
James Shanahan Common Units in Focus Financial Partners, LLC Tax liability -36.4% -10,811 18,914 31 Aug 2023 By James Shanahan 2020 Revocable Trust
James Shanahan Incentive Units in Focus Financial Partners, LLC Disposed to Issuer -100% -290,589 0 31 Aug 2023 By James Shanahan 2020 Revocable Trust
James Shanahan Incentive Units in Focus Financial Partners, LLC Options Exercise -100% -93,865 0 31 Aug 2023 By James Shanahan 2020 Irrevocable Insurance Trust
James Shanahan Common Units in Focus Financial Partners, LLC Options Exercise 4697.9% 888,554 907,468 31 Aug 2023 By James Shanahan 2020 Revocable Trust
James Shanahan Common Units in Focus Financial Partners, LLC Options Exercise 46,269 46,269 31 Aug 2023 By James Shanahan 2020 Irrevocable Insurance Trust
Rajini Sundar Kodialam Class A Common Stock, $0.01 par value Options Exercise 937,295 937,295 31 Aug 2023 By Kodialam 2014 Family Trust
* An asterisk sign (*) next to the price indicates that the price is likely invalid.