Insider · CIK 0001796968

Chang Leonard R.

Reports to the SEC for 1 company · NEW YORK, NY

sec.gov

Transactions

Companies

Filings

CIK

0001796968

Forms 4 and 5

Insider transactions

36 trades

Date	Company	Role	Code	Shares	Price	Value	Shares after
2023-08-31	Focus Financial Partners Inc.Incentive Units in Focus Financial Partners, LLCM Exercise/Conversion	Sr. Managing Dir/Head of M&A	MExercise/Conversion	−142K sh	—	—	0
2023-08-31	Focus Financial Partners Inc.Incentive Units in Focus Financial Partners, LLCD Disposition to Issuer	Sr. Managing Dir/Head of M&A	DDisposition to Issuer	−73.4K sh	—	—	0
2023-08-31	Focus Financial Partners Inc.Common Units in Focus Financial Partners, LLCM Exercise/Conversion	Sr. Managing Dir/Head of M&A	MExercise/Conversion	−948K sh	—	—	0
2023-08-31	Focus Financial Partners Inc.Common Units in Focus Financial Partners, LLCM Exercise/Conversion	Sr. Managing Dir/Head of M&A	MExercise/Conversion	+926K sh	—	—	947,643
2023-08-31	Focus Financial Partners Inc.Incentive Units in Focus Financial Partners, LLCM Exercise/Conversion	Sr. Managing Dir/Head of M&A	MExercise/Conversion	−37.2K sh	—	—	0
2023-08-31	Focus Financial Partners Inc.Incentive Units in Focus Financial Partners, LLCM Exercise/Conversion	Sr. Managing Dir/Head of M&A	MExercise/Conversion	−66.2K sh	—	—	0
2023-08-31	Focus Financial Partners Inc.Incentive Units in Focus Financial Partners, LLCM Exercise/Conversion	Sr. Managing Dir/Head of M&A	MExercise/Conversion	−214K sh	—	—	0
2023-08-31	Focus Financial Partners Inc.Incentive Units in Focus Financial Partners, LLCM Exercise/Conversion	Sr. Managing Dir/Head of M&A	MExercise/Conversion	−145K sh	—	—	0
2023-08-31	Focus Financial Partners Inc.Incentive Units in Focus Financial Partners, LLCM Exercise/Conversion	Sr. Managing Dir/Head of M&A	MExercise/Conversion	−145K sh	—	—	0
2023-08-31	Focus Financial Partners Inc.Incentive Units in Focus Financial Partners, LLCM Exercise/Conversion	Sr. Managing Dir/Head of M&A	MExercise/Conversion	−456K sh	—	—	0
2023-08-31	Focus Financial Partners Inc.Incentive Units in Focus Financial Partners, LLCM Exercise/Conversion	Sr. Managing Dir/Head of M&A	MExercise/Conversion	−50K sh	—	—	0
2023-08-31	Focus Financial Partners Inc.Incentive Units in Focus Financial Partners, LLCM Exercise/Conversion	Sr. Managing Dir/Head of M&A	MExercise/Conversion	−50K sh	—	—	0
2023-08-31	Focus Financial Partners Inc.Incentive Units in Focus Financial Partners, LLCM Exercise/Conversion	Sr. Managing Dir/Head of M&A	MExercise/Conversion	−65K sh	—	—	0
2023-08-31	Focus Financial Partners Inc.M Exercise/Conversion	Sr. Managing Dir/Head of M&A	MExercise/Conversion	+948K sh	—	—	947,643
2023-08-31	Focus Financial Partners Inc.D Disposition to Issuer	Sr. Managing Dir/Head of M&A	DDisposition to Issuer	−948K sh	$53.00	−$50.2M	0
2023-08-31	Focus Financial Partners Inc.Common Units in Focus Financial Partners, LLCF Tax Payment	Sr. Managing Dir/Head of M&A	FTax Payment	−12.1K sh	$53.00	−$641K	21,222
2023-08-31	Focus Financial Partners Inc.Incentive Units in Focus Financial Partners, LLCD Disposition to Issuer	Sr. Managing Dir/Head of M&A	DDisposition to Issuer	−250K sh	—	—	350,018
2023-08-31	Focus Financial Partners Inc.Incentive Units in Focus Financial Partners, LLCM Exercise/Conversion	Sr. Managing Dir/Head of M&A	MExercise/Conversion	−350K sh	—	—	249,982
2023-08-31	Focus Financial Partners Inc.Incentive Units in Focus Financial Partners, LLCD Disposition to Issuer	Sr. Managing Dir/Head of M&A	DDisposition to Issuer	−250K sh	—	—	0
2023-08-31	Focus Financial Partners Inc.Incentive Units in Focus Financial Partners, LLCM Exercise/Conversion	Sr. Managing Dir/Head of M&A	MExercise/Conversion	−7,540 sh	—	—	0
2022-12-22	Focus Financial Partners Inc.Common Units in Focus Financial Partners, LLCF Tax Payment	Sr. Managing Dir/Head of M&A	FTax Payment	−1,926 sh	$37.71	−$72.6K	13,609
2022-12-12	Focus Financial Partners Inc.Common Units in Focus Financial Partners, LLCA Award	Sr. Managing Dir/Head of M&A	AAward	+14.1K sh	—	—	35,233
2022-12-12	Focus Financial Partners Inc.Incentive Units in Focus Financial Partners, LLCA Award	Sr. Managing Dir/Head of M&A	AAward	+37.2K sh	—	—	37,159
2022-12-07	Focus Financial Partners Inc.Common Units in Focus Financial Partners, LLCF Tax Payment	Sr. Managing Dir/Head of M&A	FTax Payment	−583 sh	$36.75	−$21.4K	5,572
2021-12-22	Focus Financial Partners Inc.Incentive Units in Focus Financial Partners, LLCA Award	Sr. Managing Dir/Head of M&A	AAward	+73.4K sh	—	—	73,353
2021-12-22	Focus Financial Partners Inc.Common Units in Focus Financial Partners, LLCA Award	Sr. Managing Dir/Head of M&A	AAward	+15.5K sh	—	—	21,690
2021-12-07	Focus Financial Partners Inc.Common Units in Focus Financial Partners, LLCF Tax Payment	Sr. Managing Dir/Head of M&A	FTax Payment	−583 sh	$64.38	−$37.5K	6,155
2020-12-07	Focus Financial Partners Inc.Common Units in Focus Financial Partners, LLCA Award	Sr. Managing Dir/Head of M&A	AAward	+6,738 sh	—	—	6,738
2020-12-07	Focus Financial Partners Inc.Incentive Units in Focus Financial Partners, LLCA Award	Sr. Managing Dir/Head of M&A	AAward	+66.2K sh	—	—	66,212
2020-09-08	Focus Financial Partners Inc.M Exercise/Conversion	Sr. Managing Dir/Head of M&A	MExercise/Conversion	+187K sh	—	—	186,783
2020-09-08	Focus Financial Partners Inc.S Sale	Sr. Managing Dir/Head of M&A	SSale	−187K sh	$31.05	−$5.8M	0
2020-09-08	Focus Financial Partners Inc.Incentive Units in Focus Financial Partners, LLCM Exercise/Conversion	Sr. Managing Dir/Head of M&A	MExercise/Conversion	−10.3K sh	—	—	0
2020-09-08	Focus Financial Partners Inc.Incentive Units in Focus Financial Partners, LLCM Exercise/Conversion	Sr. Managing Dir/Head of M&A	MExercise/Conversion	−145K sh	—	—	0
2020-09-08	Focus Financial Partners Inc.Incentive Units in Focus Financial Partners, LLCM Exercise/Conversion	Sr. Managing Dir/Head of M&A	MExercise/Conversion	−80K sh	—	—	142,000
2020-09-08	Focus Financial Partners Inc.Common Units in Focus Financial Partners, LLCM Exercise/Conversion	Sr. Managing Dir/Head of M&A	MExercise/Conversion	+187K sh	—	—	186,783
2020-09-08	Focus Financial Partners Inc.Common Units in Focus Financial Partners, LLCM Exercise/Conversion	Sr. Managing Dir/Head of M&A	MExercise/Conversion	−187K sh	—	—	0

Recent filings

Accepted (ET)
Sep 14
Chang Leonard R.0001104659-23-097891
SEC(opens sec.gov)

Companies

Focus Financial Partners Inc.Sr. Managing Dir/Head of M&A

Address

875 THIRD AVENUE, 28TH FLOOR

NEW YORK, NY, 10022