RJF

SEC source: 0001225208-26-007407 · doc4.xml · nonDerivative · entry 1

Allaire Bella Loykhter · CIK 0001537767 · Chief Admin Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,086

F1 · kind: The reporting person effected multiple same-way open market sale transactions on the same day at different prices through a trade order executed by a broker-dealer. The reporting person has reported on a single line all such transactions that occurred within a one dollar price range. The reporting person hereby undertakes to provide upon request by the Securities and Exchange Commission staff, the issuer or a shareholder of the issuer, full information regarding the number of shares sold at each separate price.

F2 · price: Reflects the weighted average sale price. The range of prices for such transaction was $177.58 to $177.59.

SEC source: 0001225208-26-007342 · doc4.xml · nonDerivative · entry 2

Helal Tarek · CIK 0001886423 · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,140

F1 · balance_after: Includes 54 shares of common stock acquired on March 3, 2026 and 57 shares of common stock acquired on June 2, 2026 pursuant to the registrant's Employee Stock Purchase Plan.

SEC source: 0001225208-26-007342 · doc4.xml · nonDerivative · entry 1

Helal Tarek · CIK 0001886423 · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,537

F1 · balance_after: Includes 54 shares of common stock acquired on March 3, 2026 and 57 shares of common stock acquired on June 2, 2026 pursuant to the registrant's Employee Stock Purchase Plan.

SEC source: 0001225208-26-007224 · doc4.xml · nonDerivative · entry 1

Curtis Scott A · CIK 0001601143 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 191,418

SEC source: 0001225208-26-006781 · doc4.xml · nonDerivative · entry 1

Elwyn Tashtego S · CIK 0001601145 · President, PCG

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,114

F1 · kind: The reporting person effected multiple same-way open market sale transactions on the same day at different prices through a trade order executed by a broker-dealer. The reporting person has reported on a single line all such transactions that occurred within a one dollar price range. The reporting person hereby undertakes to provide upon request by the Securities and Exchange Commission staff, the issuer or a shareholder of the issuer, full information regarding the number of shares sold at each separate price.

F2 · price: Reflects the weighted average sale price. The range of prices for such transaction was $176.00 to $176.17.

SEC source: 0001225208-26-006757 · doc4.xml · nonDerivative · entry 1

Raney Steven M · CIK 0001422342 · Executive Chair RJBank

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,046

F1 · kind: The reporting person effected multiple same-way open market sale transactions on the same day at different prices through a trade order executed by a broker-dealer. The reporting person has reported on a single line all such transactions that occurred within a one dollar price range. The reporting person hereby undertakes to provide upon request by the Securities and Exchange Commission staff, the issuer or a shareholder of the issuer, full information regarding the number of shares sold at each separate price.

F2 · price: Reflects the weighted average sale price. The range of prices for such transaction was $172.83 to $173.13.

F3 · balance_after: Includes 40 shares of common stock acquired on March 3, 2026 and 43 shares of common stock acquired on June 2, 2026 pursuant to the registrant's Employee Stock Purchase Plan.

SEC source: 0001225208-26-003890 · doc4.xml · nonDerivative · entry 1

Allaire Bella Loykhter · CIK 0001537767 · Chief Admin Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,586

F1 · kind: The reporting person contributed the registrant's common stock to an exchange fund in exchange for shares of the exchange fund. The registrant's common stock was valued at $142.34 per share for purposes of determining the number of shares of the exchange fund issuable to the reporting person.

F1 · price: The reporting person contributed the registrant's common stock to an exchange fund in exchange for shares of the exchange fund. The registrant's common stock was valued at $142.34 per share for purposes of determining the number of shares of the exchange fund issuable to the reporting person.

SEC source: 0001225208-26-002940 · doc4.xml · derivative · entry 4

Aisenbrey Christopher S · CIK 0001913663 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 600

Underlying: Common Stock · 600 shares

Expires 2027-02-28

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends.

F3 · derivative.exercise_date: RSUs vested 60% on 2/28/2025, 20% on 2/28/2026, and will vest 20% on 2/28/2027.

SEC source: 0001225208-26-002940 · doc4.xml · nonDerivative · entry 2

Aisenbrey Christopher S · CIK 0001913663 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,490

SEC source: 0001225208-26-002940 · doc4.xml · nonDerivative · entry 1

Aisenbrey Christopher S · CIK 0001913663 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,622

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends.

SEC source: 0001225208-26-002653 · doc4.xml · nonDerivative · entry 2

Edwards Jeffrey N · CIK 0001293146 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 22,008

SEC source: 0001225208-26-002653 · doc4.xml · nonDerivative · entry 1

Edwards Jeffrey N · CIK 0001293146 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,533

SEC source: 0001225208-26-002385 · doc4.xml · nonDerivative · entry 1

Seshadri Raj · CIK 0001772738 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,782

F1 · shares: Consists of a grant of Deferred Restricted Stock Units ("DRSUs") as part of compensation for service on the registrant's Board of Directors. Upon vesting, the DRSUs convert to the right to receive shares of common stock on a one-to-one basis, together with accrued cash in lieu of dividends. The DRSUs vest at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant. Pursuant to an irrevocable election by the reporting person, settlement of the DRSUs will be deferred following vesting until the fifth anniversary of the vest date.

F2 · balance_after: Includes DRSUs.

SEC source: 0001225208-26-002384 · doc4.xml · nonDerivative · entry 1

MCDANIEL RAYMOND W · CIK 0001195306 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,113

F1 · shares: Consists of a grant of Deferred Restricted Stock Units ("DRSUs") as part of compensation for service on the registrant's Board of Directors. Upon vesting, the DRSUs convert to the right to receive shares of common stock on a one-to-one basis, together with accrued cash in lieu of dividends. The DRSUs vest at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant. Pursuant to an irrevocable election by the reporting person, settlement of the DRSUs will be deferred following vesting until the date the reporting person terminates his or her service on the Board of Directors.

F2 · balance_after: Includes DRSUs.

SEC source: 0001225208-26-002383 · doc4.xml · nonDerivative · entry 1

MCGEARY RODERICK C · CIK 0001206884 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,354

F1 · shares: Consists of a grant of Deferred Restricted Stock Units ("DRSUs") as part of compensation for service on the registrant's Board of Directors. Upon vesting, the DRSUs convert to the right to receive shares of common stock on a one-to-one basis, together with accrued cash in lieu of dividends. The DRSUs vest at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant. Pursuant to an irrevocable election by the reporting person, settlement of the DRSUs will be deferred following vesting until the third anniversary of the vest date.

F2 · balance_after: Includes DRSUs.

SEC source: 0001225208-26-002382 · doc4.xml · nonDerivative · entry 1

Gates Anne · CIK 0001660111 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,848

F1 · shares: Consists of a grant of Deferred Restricted Stock Units ("DRSUs") as part of compensation for service on the registrant's Board of Directors. Upon vesting, the DRSUs convert to the right to receive shares of common stock on a one-to-one basis, together with accrued cash in lieu of dividends. The DRSUs vest at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant. Pursuant to an irrevocable election by the reporting person, settlement of the DRSUs will be deferred following vesting until the fifth anniversary of the vest date.

F2 · balance_after: Includes DRSUs.

SEC source: 0001225208-26-002381 · doc4.xml · nonDerivative · entry 1

GARCIA ART A · CIK 0001183585 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,992

F1 · shares: Consists of a grant of Deferred Restricted Stock Units ("DRSUs") as part of compensation for service on the registrant's Board of Directors. Upon vesting, the DRSUs convert to the right to receive shares of common stock on a one-to-one basis, together with accrued cash in lieu of dividends. The DRSUs vest at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant. Pursuant to an irrevocable election by the reporting person, settlement of the DRSUs will be deferred following vesting until the date the reporting person terminates his or her service on the Board of Directors.

F2 · balance_after: Includes DRSUs.

SEC source: 0001225208-26-002380 · doc4.xml · nonDerivative · entry 1

Esty Benjamin · CIK 0001325337 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,794

F1 · shares: Consists of a grant of Deferred Restricted Stock Units ("DRSUs") as part of compensation for service on the registrant's Board of Directors. Upon vesting, the DRSUs convert to the right to receive shares of common stock on a one-to-one basis, together with accrued cash in lieu of dividends. The DRSUs vest at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant. Pursuant to an irrevocable election by the reporting person, settlement of the DRSUs will be deferred following vesting until the date the reporting person terminates his or her service on the Board of Directors.

F2 · balance_after: Includes DRSUs.

SEC source: 0001225208-26-002379 · doc4.xml · derivative · entry 9

Mistarz Cecily · CIK 0002021190 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 496

Underlying: Common Stock · 1,253 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends.

F5 · derivative.exercise_date: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant.

F5 · derivative.expiration_date: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant.

SEC source: 0001225208-26-002379 · doc4.xml · derivative · entry 8

Mistarz Cecily · CIK 0002021190 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,749

Underlying: Common Stock · 250 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends.

F5 · derivative.exercise_date: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant.

F5 · derivative.expiration_date: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant.

SEC source: 0001225208-26-002379 · doc4.xml · derivative · entry 7

Mistarz Cecily · CIK 0002021190 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,999

Underlying: Common Stock · 250 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends.

F5 · derivative.exercise_date: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant.

F5 · derivative.expiration_date: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant.

SEC source: 0001225208-26-002379 · doc4.xml · derivative · entry 6

Mistarz Cecily · CIK 0002021190 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,249

Underlying: Common Stock · 248 shares

Expires not disclosed

F3 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends.

F4 · derivative.exercise_date: The award will vest at the date of the next succeeding annual shareholders meeting, but no later than March 15, 2027.

F4 · derivative.expiration_date: The award will vest at the date of the next succeeding annual shareholders meeting, but no later than March 15, 2027.

SEC source: 0001225208-26-002379 · doc4.xml · derivative · entry 5

Mistarz Cecily · CIK 0002021190 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,001

Underlying: Common Stock · 248 shares

Expires not disclosed

F3 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends.

F4 · derivative.exercise_date: The award will vest at the date of the next succeeding annual shareholders meeting, but no later than March 15, 2027.

F4 · derivative.expiration_date: The award will vest at the date of the next succeeding annual shareholders meeting, but no later than March 15, 2027.

SEC source: 0001225208-26-002379 · doc4.xml · nonDerivative · entry 4

Mistarz Cecily · CIK 0002021190 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,242

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends.

F2 · balance_after: Includes DRSUs.

SEC source: 0001225208-26-002379 · doc4.xml · nonDerivative · entry 3

Mistarz Cecily · CIK 0002021190 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,992

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends.

F2 · balance_after: Includes DRSUs.

SEC source: 0001225208-26-002379 · doc4.xml · nonDerivative · entry 2

Mistarz Cecily · CIK 0002021190 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,742

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends.

F2 · balance_after: Includes DRSUs.

SEC source: 0001225208-26-002379 · doc4.xml · nonDerivative · entry 1

Mistarz Cecily · CIK 0002021190 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,489

F1 · shares: Consists of a grant of Deferred Restricted Stock Units ("DRSUs") as part of compensation for service on the registrant's Board of Directors. Upon vesting, the DRSUs convert to the right to receive shares of common stock on a one-to-one basis, together with accrued cash in lieu of dividends. The DRSUs vest at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant. Pursuant to an irrevocable election by the reporting person, settlement of the DRSUs will be deferred following vesting until the second anniversary of the vest date.

F2 · balance_after: Includes DRSUs.

SEC source: 0001225208-26-002378 · doc4.xml · derivative · entry 4

Edwards Jeffrey N · CIK 0001293146 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,303

Underlying: Common Stock · 1,253 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends.

F3 · derivative.exercise_date: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant.

F3 · derivative.expiration_date: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant.

SEC source: 0001225208-26-002378 · doc4.xml · derivative · entry 3

Edwards Jeffrey N · CIK 0001293146 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,556

Underlying: Common Stock · 1,303 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends.

F2 · derivative.exercise_date: The award will vest at the date of the next succeeding annual shareholders meeting, but no later than March 15, 2027.

F2 · derivative.expiration_date: The award will vest at the date of the next succeeding annual shareholders meeting, but no later than March 15, 2027.

SEC source: 0001225208-26-002378 · doc4.xml · nonDerivative · entry 1

Edwards Jeffrey N · CIK 0001293146 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,036.5

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends.

SEC source: 0001225208-26-002377 · doc4.xml · derivative · entry 3

DEBEL MARLENE · CIK 0001770295 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,303

Underlying: Common Stock · 1,253 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends.

F3 · derivative.exercise_date: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant.

F3 · derivative.expiration_date: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant.

SEC source: 0001225208-26-002377 · doc4.xml · derivative · entry 2

DEBEL MARLENE · CIK 0001770295 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,556

Underlying: Common Stock · 1,303 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends.

F2 · derivative.exercise_date: The award will vest at the date of the next succeeding annual shareholders meeting, but no later than March 15, 2027.

F2 · derivative.expiration_date: The award will vest at the date of the next succeeding annual shareholders meeting, but no later than March 15, 2027.

SEC source: 0001225208-26-002377 · doc4.xml · nonDerivative · entry 1

DEBEL MARLENE · CIK 0001770295 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,820

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends.

SEC source: 0001225208-26-002376 · doc4.xml · nonDerivative · entry 1

Begor Mark W · CIK 0001335111 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,285

F1 · shares: Consists of a grant of Deferred Restricted Stock Units ("DRSUs") as part of compensation for service on the registrant's Board of Directors. Upon vesting, the DRSUs convert to the right to receive shares of common stock on a one-to-one basis, together with accrued cash in lieu of dividends. The DRSUs vest at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant. Pursuant to an irrevocable election by the reporting person, settlement of the DRSUs will be deferred following vesting until the date the reporting person terminates his or her service on the Board of Directors.

F2 · balance_after: Includes DRSUs.

SEC source: 0001225208-26-001359 · doc4.xml · nonDerivative · entry 1

Santelli Jonathan N · CIK 0001672865 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,853

SEC source: 0001225208-26-001141 · doc4.xml · nonDerivative · entry 2

Edwards Jeffrey N · CIK 0001293146 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 20,504.5

SEC source: 0001225208-26-001141 · doc4.xml · nonDerivative · entry 1

Edwards Jeffrey N · CIK 0001293146 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,783.5

SEC source: 0001225208-26-000002 · doc4.xml · nonDerivative · entry 3

Helal Tarek · CIK 0001886423 · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By the Tarek Helal 2021 Gifting Trust

Disclosed balance after: 81

SEC source: 0001225208-26-000002 · doc4.xml · nonDerivative · entry 2

Helal Tarek · CIK 0001886423 · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By the Mohamed Anis Helal March 2022 GRAT #4

Disclosed balance after: 0

SEC source: 0001225208-26-000002 · doc4.xml · nonDerivative · entry 1

Helal Tarek · CIK 0001886423 · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By the Mohamed Anis Helal March 2022 GRAT #4

Disclosed balance after: 81

SEC source: 0001225208-25-010012 · doc4.xml · derivative · entry 17

REILLY PAUL C · CIK 0001240439 · Director · Executive Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,751

Underlying: Common Stock · 20,751 shares

Expires 2028-12-15

F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends.

F9 · shares: Award of RSUs as a portion of annual bonus under Amended and Restated 2012 Stock Incentive Plan.

SEC source: 0001225208-25-010012 · doc4.xml · derivative · entry 16

REILLY PAUL C · CIK 0001240439 · Director · Executive Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 54,406 shares

Expires 2025-12-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends.

SEC source: 0001225208-25-010012 · doc4.xml · derivative · entry 15

REILLY PAUL C · CIK 0001240439 · Director · Executive Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,406

Underlying: Common Stock · 30,853 shares

Expires 2025-12-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends.

SEC source: 0001225208-25-010012 · doc4.xml · derivative · entry 14

REILLY PAUL C · CIK 0001240439 · Director · Executive Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,715

Underlying: Common Stock · 7,073 shares

Expires 2027-12-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends.

F8 · derivative.exercise_date: RSUs vested 60% on 12/15/2025 and will vest 20% on 12/15/2026 and 20% on 12/15/2027.

SEC source: 0001225208-25-010012 · doc4.xml · nonDerivative · entry 12

REILLY PAUL C · CIK 0001240439 · Director · Executive Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 260,546

F2 · kind: The reporting person effected multiple same-way open market sale transactions on the same day at different prices through a trade order executed by a broker-dealer. The reporting person has reported on a single line all such transactions that occurred within a one dollar price range. The reporting person hereby undertakes to provide upon request by the Securities and Exchange Commission staff, the issuer or a shareholder of the issuer, full information regarding the number of shares sold at each separate price.

F3 · shares: Mr. Reilly, age 71, is effecting the sales reported herein as part of a comprehensive diversification and estate planning process. By annually selling shares as his RSUs vest during recent years, he has consistently maintained a stable net position in Raymond James Financial, Inc. (RJF) common stock. Following these sales, Mr. Reilly's stock ownership will likewise remain at approximately the same level. Consistent with his strong confidence in the company and its senior management, Mr. Reilly currently intends to maintain approximately the same level of ownership for as long as he serves on the Board, which level is also significantly in excess of applicable requirements under the company's Director and Executive Officer Stock Ownership Policy.

F6 · price: Reflects the weighted average sale price. The range of prices for such transaction was $161.96 to $162.95

SEC source: 0001225208-25-010012 · doc4.xml · nonDerivative · entry 11

REILLY PAUL C · CIK 0001240439 · Director · Executive Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 317,303

F2 · kind: The reporting person effected multiple same-way open market sale transactions on the same day at different prices through a trade order executed by a broker-dealer. The reporting person has reported on a single line all such transactions that occurred within a one dollar price range. The reporting person hereby undertakes to provide upon request by the Securities and Exchange Commission staff, the issuer or a shareholder of the issuer, full information regarding the number of shares sold at each separate price.

F3 · shares: Mr. Reilly, age 71, is effecting the sales reported herein as part of a comprehensive diversification and estate planning process. By annually selling shares as his RSUs vest during recent years, he has consistently maintained a stable net position in Raymond James Financial, Inc. (RJF) common stock. Following these sales, Mr. Reilly's stock ownership will likewise remain at approximately the same level. Consistent with his strong confidence in the company and its senior management, Mr. Reilly currently intends to maintain approximately the same level of ownership for as long as he serves on the Board, which level is also significantly in excess of applicable requirements under the company's Director and Executive Officer Stock Ownership Policy.

F5 · price: Reflects the weighted average sale price. The range of prices for such transaction was $162.96 to $163.95.

SEC source: 0001225208-25-010012 · doc4.xml · nonDerivative · entry 10

REILLY PAUL C · CIK 0001240439 · Director · Executive Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 370,963

SEC source: 0001225208-25-010012 · doc4.xml · nonDerivative · entry 9

REILLY PAUL C · CIK 0001240439 · Director · Executive Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 410,579

SEC source: 0001225208-25-010012 · doc4.xml · nonDerivative · entry 8

REILLY PAUL C · CIK 0001240439 · Director · Executive Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 441,095

SEC source: 0001225208-25-010012 · doc4.xml · nonDerivative · entry 7

REILLY PAUL C · CIK 0001240439 · Director · Executive Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 463,561