| Date Filed | Type | Description |
| 08/04/2023 |
8-K
| Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements... |
| 08/03/2023 |
10-Q
| Quarterly Report for the period ended June 30, 2023 |
| 08/03/2023 |
8-K
| Quarterly results |
| 07/14/2023 |
8-K
| Submission of Matters to a Vote of Security Holders Interactive Data |
| 07/06/2023 |
DEFA14A
| Form DEFA14A - Additional definitive proxy soliciting materials and Rule 14(a)(12) material: |
| 07/06/2023 |
8-K
| Other Events Interactive Data |
| 06/12/2023 |
SC 13E3/A
| Form SC 13E3/A - Going private transaction by certain issuers: [Amend] |
| 06/12/2023 |
DEFM14A
| Form DEFM14A - Definitive proxy statement relating to merger or acquisition: |
| 05/26/2023 |
SC 13E3/A
| Form SC 13E3/A - Going private transaction by certain issuers: [Amend] |
| 05/26/2023 |
PRER14A
| Form PRER14A - Preliminary Proxy Soliciting materials: |
| 05/05/2023 |
SC 13G/A
| JPMORGAN CHASE & CO reports a 2.2% stake in Focus Financial Partners Inc. |
| 05/04/2023 |
10-Q
| Quarterly Report for the period ended March 31, 2023 |
| 05/04/2023 |
8-K
| Quarterly results |
| 04/25/2023 |
SC 13E3
| Form SC 13E3 - Going private transaction by certain issuers: |
| 04/19/2023 |
10-K/A
| Annual Report for the period ended December 31, 2022 [amend] |
| 02/28/2023 |
SC 13D/A
| Trident FFP LP reports a 11.8% stake in Focus Financial Partners Inc. |
| 02/28/2023 |
DEFA14A
| Form DEFA14A - Additional definitive proxy soliciting materials and Rule 14(a)(12) material: |
| 02/28/2023 |
8-K
| Quarterly results |
| 02/27/2023 |
DEFA14A
| Form DEFA14A - Additional definitive proxy soliciting materials and Rule 14(a)(12) material: |
| 02/27/2023 |
DEFA14A
| Form DEFA14A - Additional definitive proxy soliciting materials and Rule 14(a)(12) material: |
| 02/27/2023 |
8-K
| Other Events, Financial Statements and Exhibits Interactive Data|
Docs:
|
"Focus Financial Partners to be Acquired by Clayton, Dubilier & Rice Stockholders to Receive $53 per Share in Cash – February 27, 2023 – Focus Financial Partners Inc. , a leading partnership of independent, fiduciary wealth management firms, Clayton, Dubilier & Rice, LLC and Stone Point Capital LLC announced today that Focus and CD&R have entered into a definitive agreement for Focus to be acquired by affiliates of CD&R in an all-cash transaction valued at an enterprise value of over $7 billion. The proposed transaction delivers substantial value to Focus’ stockholders, who will receive $53 in cash per share, representing an approximately 36% premium to Focus’ 60-day volume weighted average price as of the close on February 1, 2023 , and an approximately 48% premium to the closing price of ..." |
|
| 02/09/2023 |
SC 13G/A
| VANGUARD GROUP INC reports a 7.7% stake in Focus Financial Partners Inc. Class A |
| 02/08/2023 |
SC 13G/A
| Form SC 13G/A - Statement of acquisition of beneficial ownership by individuals: [Amend] |
| 02/02/2023 |
DEFA14A
| Form DEFA14A - Additional definitive proxy soliciting materials and Rule 14(a)(12) material: |
| 02/02/2023 |
DEFA14A
| Form DEFA14A - Additional definitive proxy soliciting materials and Rule 14(a)(12) material: |
| 02/02/2023 |
SC 13D/A
| Trident FFP LP reports a 11.8% stake in Focus Financial Partners Inc. |
| 02/01/2023 |
SC 13G/A
| Form SC 13G/A - Statement of acquisition of beneficial ownership by individuals: [Amend] |
| 01/20/2023 |
SC 13G/A
| JPMORGAN CHASE & CO reports a 7.8% stake in Focus Financial Partners Inc. |
| 12/22/2022 |
4
| Kodialam Rajini Sundar (COO) has filed a Form 4 on Focus Financial Partners Inc.|
Txns:
| Paid exercise price by delivering 1,906 options to buy
@ $37.71, valued at
$71.9k
|
|
| 12/22/2022 |
4
| Chang Leonard R. (Sr. Managing Dir/Head of M&A) has filed a Form 4 on Focus Financial Partners Inc.|
Txns:
| Paid exercise price by delivering 1,926 options to buy
@ $37.71, valued at
$72.6k
|
|
| 12/22/2022 |
4
| Shanahan James (CFO) has filed a Form 4 on Focus Financial Partners Inc.|
Txns:
| Paid exercise price by delivering 1,404 options to buy
@ $37.71, valued at
$52.9k
|
|
| 12/22/2022 |
4
| McGranahan John Russell (General Counsel) has filed a Form 4 on Focus Financial Partners Inc.|
Txns:
| Paid exercise price by delivering 757 options to buy
@ $37.71, valued at
$28.5k
|
|
| 12/22/2022 |
4
| Adolf Ruediger (CEO and Chairman) has filed a Form 4 on Focus Financial Partners Inc.|
Txns:
| Paid exercise price by delivering 1,798 options to buy
@ $37.71, valued at
$67.8k
|
|
| 12/14/2022 |
4
| Form 4 - Statement of changes in beneficial ownership of securities: |
|