Focus Financial Partners Inc. FOCS NASDAQ

NASDAQ Global Select • Financial Services • Asset Management • US • USD

SharesGrow Score

55/100

2/7 Pass

SharesGrow Intrinsic Value

There have been 50 recent insider transactions recorded for Focus Financial Partners Inc. (FOCS), including 20 buys and 28 sells. Total insider buying was valued at $4.31M and total insider selling at $13.17M.

Notable insiders with recent activity include Stone Point Capital Llc, Carey James D, Feliciani Joseph. Insider transactions can provide insights into how company leadership views the stock's valuation and future prospects.

Insider Transactions — FOCS

Date	Name	Role	Transaction	Shares	Avg. Price	Value	Shares Owned
2023-08-31	Stone Point Capital Llc	10 Percent Owner	Option Exercise (Sell)	8,250,165	-	-	-
2023-08-31	Carey James D	Director	Option Exercise (Sell)	8,250,165	-	-	-
2023-08-31	Feliciani Joseph	Director	Return of Shares	5,489	$58.50	$321.11K	-
2023-08-31	Neuhoff Elizabeth R.	Director	Option Exercise (Sell)	9,611	-	-	-
2023-08-31	Adolf Ruediger	CEO and Chairman	Option Exercise (Sell)	35,322	$37.59	$1.33M	-
2023-08-31	Kodialam Rajini Sundar	Chief Operating Officer	Option Exercise (Sell)	9,401	$16.00	$150.42K	-
2023-08-31	Shanahan James	Chief Financial Officer	Option Exercise (Sell)	386,284	$21.00	$8.11M	-
2023-08-31	Mcgranahan John Russell	General Counsel	Other (Sell)	20,611	-	-	-
2023-08-31	Chang Leonard R.	Sr. Managing Dir/head of M&a	Option Exercise (Sell)	142,000	$9.00	$1.28M	-
2023-08-31	Morganroth Greg S.	Director	Return of Shares	20,311	$53.00	$1.08M	-
2023-08-31	Lemieux George	Director	Return of Shares	9,611	$53.00	$509.38K	-
2022-12-22	Adolf Ruediger	CEO and Chairman	Tax Withholding of RSU	1,798	$37.71	$67.8K	27,727
2022-12-22	Kodialam Rajini Sundar	Chief Operating Officer	Tax Withholding of RSU	1,906	$37.71	$71.88K	17,465
2022-12-22	Shanahan James	Chief Financial Officer	Tax Withholding of RSU	1,404	$37.71	$52.94K	12,490
2022-12-22	Mcgranahan John Russell	General Counsel	Tax Withholding of RSU	757	$37.71	$28.55K	11,674
2022-12-22	Chang Leonard R.	Sr. Managing Dir/head of M&a	Tax Withholding of RSU	1,926	$37.71	$72.63K	13,609
2022-12-12	Feliciani Joseph	Director	RSU Award	2,261	-	-	4,374
2022-12-12	Neuhoff Elizabeth R.	Director	RSU Award	2,261	-	-	2,261
2022-12-12	Adolf Ruediger	CEO and Chairman	RSU Award	35,322	-	-	35,322
2022-12-12	Kodialam Rajini Sundar	Chief Operating Officer	RSU Award	17,624	-	-	44,374
2022-12-12	Shanahan James	Chief Financial Officer	RSU Award	12,636	-	-	31,129
2022-12-12	Mcgranahan John Russell	General Counsel	RSU Award	11,306	-	-	28,047
2022-12-12	Chang Leonard R.	Sr. Managing Dir/head of M&a	RSU Award	14,126	-	-	35,233
2022-12-12	Morganroth Greg S.	Director	RSU Award	2,261	-	-	4,374
2022-12-12	Lemieux George	Director	RSU Award	2,261	-	-	2,261
2022-12-07	Adolf Ruediger	CEO and Chairman	Tax Withholding of RSU	788	$36.75	$28.96K	11,357
2022-12-07	Kodialam Rajini Sundar	Chief Operating Officer	Tax Withholding of RSU	512	$36.75	$18.82K	7,379
2022-12-07	Shanahan James	Chief Financial Officer	Tax Withholding of RSU	510	$36.75	$18.74K	4,599
2022-12-07	Mcgranahan John Russell	General Counsel	Tax Withholding of RSU	308	$36.75	$11.32K	4,210
2022-12-07	Chang Leonard R.	Sr. Managing Dir/head of M&a	Tax Withholding of RSU	583	$36.75	$21.43K	5,572
2022-03-07	Neuhoff Elizabeth R.	Director	Unknown	-	-	-	-
2022-03-07	Neuhoff Elizabeth R.	Director	RSU Award	30,000	$43.07	$1.29M	30,000
2022-03-07	Lemieux George	Director	Unknown	-	-	-	-
2022-03-07	Lemieux George	Director	RSU Award	30,000	-	-	30,000
2021-12-22	Feliciani Joseph	Director	RSU Award	1,162	-	-	2,113
2021-12-22	Adolf Ruediger	CEO and Chairman	RSU Award	46,470	$58.50	$2.72M	46,470
2021-12-22	Kodialam Rajini Sundar	Chief Operating Officer	RSU Award	19,371	-	-	27,262
2021-12-22	Shanahan James	Chief Financial Officer	RSU Award	13,894	-	-	19,003
2021-12-22	Mcgranahan John Russell	General Counsel	RSU Award	12,431	-	-	17,049
2021-12-22	Chang Leonard R.	Sr. Managing Dir/head of M&a	RSU Award	15,535	-	-	21,690
2021-12-22	Morganroth Greg S.	Director	RSU Award	1,162	-	-	2,113
2021-12-22	Mashinsky Kristine	Director	RSU Award	1,162	-	-	1,162
2021-12-20	Adolf Ruediger	CEO and Chairman	Informative Sell	505,263	-	-	70,640
2021-12-20	Mcgranahan John Russell	General Counsel	Informative Sell	78,947	-	-	4,618
2021-12-07	Adolf Ruediger	CEO and Chairman	Tax Withholding of RSU	788	-	-	12,145
2021-12-07	Kodialam Rajini Sundar	Chief Operating Officer	Tax Withholding of RSU	512	-	-	7,891
2021-12-07	Shanahan James	Chief Financial Officer	Tax Withholding of RSU	539	-	-	5,109
2021-12-07	Mcgranahan John Russell	General Counsel	Tax Withholding of RSU	536	-	-	4,518
2021-12-07	Chang Leonard R.	Sr. Managing Dir/head of M&a	Tax Withholding of RSU	583	-	-	6,155
2021-08-16	Mashinsky Kristine	Director	Informative Buy	6,080	$49.69	$302.14K	20,000

■ Informative Buy/Sell — open market transaction (most significant) ■ Uninformative Buy — award, option exercise, conversion ■ Uninformative Sell — tax withholding, award vest sale ■ Neutral — gift, trust, expiry