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4//SEC Filing

McGranahan John Russell 4

Accession 0001104659-22-125869

CIK 0001651052other

Filed

Dec 8, 7:00 PM ET

Accepted

Dec 9, 4:20 PM ET

Size

9.3 KB

Accession

0001104659-22-125869

Insider Transaction Report

Form 4
Period: 2022-12-07
Transactions
  • Tax Payment

    Common Units in Focus Financial Partners, LLC

    2022-12-07$36.75/sh308$11,3194,210 total
    Class A Common Stock (308 underlying)
Holdings
  • Common Units in Focus Financial Partners, LLC

    Class A Common Stock (12,431 underlying)
    12,431
  • Common Units in Focus Financial Partners, LLC

    Class A Common Stock (100 underlying)
    100
Footnotes (5)
  • [F1]As previously reported, on December 7, 2020, the Reporting Person acquired 5,054 unvested common units that vest in four equal installments on each anniversary of December 7, 2020. Vested common units are exchangeable (together with an equal number of shares of Class B common stock), subject to certain restrictions in the Fourth Amended and Restated Operating Agreement of Focus Financial Partners, LLC ("Focus LLC"), for (i) an equal number of shares of the Issuer's Class A common stock or, (ii) at the election of the Issuer, cash.
  • [F2]On December 7, 2022, 1,263 of the Reporting Person's unvested common units vested and 308 of such common units were withheld by the Issuer to satisfy the tax obligations upon vesting. The number of common units withheld was based on the closing price of the Issuer's Class A common stock on December 6, 2022.
  • [F3]As of the date of this report, 1,683 of these common units are vested and 2,527 of these common units are unvested.
  • [F4]Vested common units are exchangeable (together with an equal number of shares of Class B common stock), subject to certain restrictions in the Fourth Amended and Restated Operating Agreement of Focus LLC, for (i) an equal number of shares of the Issuer's Class A common stock or, (ii) at the election of the Issuer, cash.
  • [F5]These common units will vest in four equal installments on each anniversary of December 22, 2021.

Issuer

Focus Financial Partners Inc.

CIK 0001651052

Entity typeother

Related Parties

1
  • filerCIK 0001796907

Filing Metadata

Form type
4
Filed
Dec 8, 7:00 PM ET
Accepted
Dec 9, 4:20 PM ET
Size
9.3 KB