Last 12 months
Inside the activity.
0 purchase rows · 8 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 3 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 1 |
| Mar 2026 | 0 | 1 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 0 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 2 |
| Aug 2026 | 0 | 1 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 15, 2023 Filed Dec 19, 2023 20:34 UTC |
Allaire Bella LoykhterExecutive Vice President-RJA
|
GrantRestricted Stock Units · Derivative | 3,946 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011264 · doc4.xml · derivative · entry 6 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,946 Underlying: Common Stock · 3,946 shares Expires 2026-12-15 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. F5 · shares: Award of RSUs as a portion of annual bonus under Amended and Restated 2012 Stock Incentive Plan. Read SEC document |
| December 15, 2023 Filed Dec 19, 2023 20:34 UTC |
Allaire Bella LoykhterExecutive Vice President-RJA
|
Exercise / conversionRestricted Stock Units · Derivative | 3,177 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011264 · doc4.xml · derivative · entry 5 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,177 shares Expires 2023-12-15 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. F4 · balance_after: The RSU grant was previously reported as covering 2,118 shares awarded on December 15, 2020, but was adjusted to reflect the 3-for-2 stock split by means of a stock dividend that occurred on September 21, 2021. Read SEC document |
| December 15, 2023 Filed Dec 19, 2023 20:34 UTC |
Allaire Bella LoykhterExecutive Vice President-RJA
|
GrantRestricted Stock Units · Derivative | 5,411 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011264 · doc4.xml · derivative · entry 4 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,411 Underlying: Common Stock · 5,411 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. F3 · derivative.exercise_date: RSUs vest 60% on 12/15/2026, 20% on 12/15/2027, and 20% on 12/15/2028. Read SEC document |
| December 15, 2023 Filed Dec 19, 2023 20:34 UTC |
Allaire Bella LoykhterExecutive Vice President-RJA
|
Tax withholdingCommon Stock | 1,175 | $110.88 | $130,284.00 |
DisclosureSEC source: 0001225208-23-011264 · doc4.xml · nonDerivative · entry 2 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,097 Read SEC document |
| December 15, 2023 Filed Dec 19, 2023 20:34 UTC |
Allaire Bella LoykhterExecutive Vice President-RJA
|
Exercise / conversionCommon Stock | 3,177 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011264 · doc4.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,272 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. Read SEC document |
| December 15, 2023 Filed Dec 19, 2023 15:11 UTC |
Dowdle Jeffrey ACOO & Head of Asset Mgmt.
|
GrantRestricted Stock Units · Derivative | 3,044 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011251 · doc4.xml · derivative · entry 8 Dowdle Jeffrey A · CIK 0001541020 · COO & Head of Asset Mgmt. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,044 Underlying: Common Stock · 3,044 shares Expires 2026-12-15 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. F7 · shares: Award of RSUs as a portion of annual bonus under Amended and Restated 2012 Stock Incentive Plan. Read SEC document |
| December 15, 2023 Filed Dec 19, 2023 15:11 UTC |
Dowdle Jeffrey ACOO & Head of Asset Mgmt.
|
Exercise / conversionRestricted Stock Units · Derivative | 2,768 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011251 · doc4.xml · derivative · entry 7 Dowdle Jeffrey A · CIK 0001541020 · COO & Head of Asset Mgmt. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,768 shares Expires 2023-12-15 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. F6 · balance_after: The RSU grant was previously reported as covering 1,845 shares awarded on December 15, 2020, but was adjusted to reflect the 3-for-2 stock split by means of a stock dividend that occurred on September 21, 2021. Read SEC document |
| December 15, 2023 Filed Dec 19, 2023 15:11 UTC |
Dowdle Jeffrey ACOO & Head of Asset Mgmt.
|
GrantRestricted Stock Units · Derivative | 5,411 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011251 · doc4.xml · derivative · entry 6 Dowdle Jeffrey A · CIK 0001541020 · COO & Head of Asset Mgmt. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,411 Underlying: Common Stock · 5,411 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. F5 · derivative.exercise_date: RSUs vest 60% on 12/15/2026, 20% on 12/15/2027, and 20% on 12/15/2028. Read SEC document |
| December 15, 2023 Filed Dec 19, 2023 15:11 UTC |
Dowdle Jeffrey ACOO & Head of Asset Mgmt.
|
Tax withholdingCommon Stock | 1,024 | $110.88 | $113,541.12 |
DisclosureSEC source: 0001225208-23-011251 · doc4.xml · nonDerivative · entry 2 Dowdle Jeffrey A · CIK 0001541020 · COO & Head of Asset Mgmt. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,742 F2 · balance_after: Includes 233 shares of common stock acquired on December 4, 2023, pursuant to the registrant's Employee Stock Purchase Plan. Read SEC document |
| December 15, 2023 Filed Dec 19, 2023 15:11 UTC |
Dowdle Jeffrey ACOO & Head of Asset Mgmt.
|
Exercise / conversionCommon Stock | 2,768 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011251 · doc4.xml · nonDerivative · entry 1 Dowdle Jeffrey A · CIK 0001541020 · COO & Head of Asset Mgmt. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,766 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. F2 · balance_after: Includes 233 shares of common stock acquired on December 4, 2023, pursuant to the registrant's Employee Stock Purchase Plan. Read SEC document |
| December 14, 2023 Filed Dec 18, 2023 18:12 UTC |
REILLY PAUL CDirector · Chair & CEO
|
GiftCommon Stock | 19,116 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011193 · doc4.xml · nonDerivative · entry 1 REILLY PAUL C · CIK 0001240439 · Director · Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 253,106 Read SEC document |
| December 13, 2023 Filed Dec 14, 2023 21:37 UTC |
Elwyn Tashtego SCEO & President - RJA
|
GiftCommon Stock | 1,165 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011131 · doc4.xml · nonDerivative · entry 2 Elwyn Tashtego S · CIK 0001601145 · CEO & President - RJA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,262 F1 · shares: The reporting person effected multiple gifts on the same day in different amounts. Read SEC document |
| December 12, 2023 Filed Dec 12, 2023 22:30 UTC |
Perry JodiPresident, ICD for RJFS
|
Exercise / conversionRestricted Stock Units · Derivative | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010994 · doc4.xml · derivative · entry 4 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 900 Underlying: Common Stock · 900 shares Expires 2024-12-12 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 12/12/2022, 20% on 12/12/2023, and will vest 20% on 12/12/2024. Read SEC document |
| December 12, 2023 Filed Dec 12, 2023 22:30 UTC |
Perry JodiPresident, ICD for RJFS
|
Tax withholdingCommon Stock | 219 | $108.04 | $23,660.76 |
DisclosureSEC source: 0001225208-23-010994 · doc4.xml · nonDerivative · entry 2 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,181 Read SEC document |
| December 12, 2023 Filed Dec 12, 2023 22:30 UTC |
Perry JodiPresident, ICD for RJFS
|
Exercise / conversionCommon Stock | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010994 · doc4.xml · nonDerivative · entry 1 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,400 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. Read SEC document |
| December 12, 2023 Filed Dec 12, 2023 22:30 UTC |
Shoukry Paul MChief Financial Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010995 · doc4.xml · derivative · entry 4 Shoukry Paul M · CIK 0001798349 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 900 Underlying: Common Stock · 900 shares Expires 2024-12-12 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 12/12/2022, 20% on 12/12/2023, and will vest 20% on 12/12/2024. Read SEC document |
| December 12, 2023 Filed Dec 12, 2023 22:30 UTC |
Shoukry Paul MChief Financial Officer
|
Tax withholdingCommon Stock | 219 | $108.04 | $23,660.76 |
DisclosureSEC source: 0001225208-23-010995 · doc4.xml · nonDerivative · entry 2 Shoukry Paul M · CIK 0001798349 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,307 Read SEC document |
| December 12, 2023 Filed Dec 12, 2023 22:30 UTC |
Shoukry Paul MChief Financial Officer
|
Exercise / conversionCommon Stock | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010995 · doc4.xml · nonDerivative · entry 1 Shoukry Paul M · CIK 0001798349 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,526 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. Read SEC document |
| December 12, 2023 Filed Dec 13, 2023 20:04 UTC |
Curtis Scott APresident, PCG
|
GiftCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011043 · doc4.xml · nonDerivative · entry 1 Curtis Scott A · CIK 0001601143 · President, PCG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 178,530 Read SEC document |
| December 12, 2023 Filed Dec 14, 2023 21:37 UTC |
Elwyn Tashtego SCEO & President - RJA
|
GiftCommon Stock | 737 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011131 · doc4.xml · nonDerivative · entry 1 Elwyn Tashtego S · CIK 0001601145 · CEO & President - RJA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,427 Read SEC document |
| December 11, 2023 Filed Dec 11, 2023 22:26 UTC |
Coulter James Robert EdwardDirector & CEO, RJ Ltd.
|
Exercise / conversionRestricted Stock Units · Derivative | 407 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010938 · doc4.xml · derivative · entry 2 Coulter James Robert Edward · CIK 0001902845 · Director & CEO, RJ Ltd. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 407 shares Expires 2023-12-11 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. Read SEC document |
| December 11, 2023 Filed Dec 11, 2023 22:26 UTC |
Coulter James Robert EdwardDirector & CEO, RJ Ltd.
|
Exercise / conversionCommon Stock | 407 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010938 · doc4.xml · nonDerivative · entry 1 Coulter James Robert Edward · CIK 0001902845 · Director & CEO, RJ Ltd. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,917 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. Read SEC document |
| December 04, 2023 Filed Dec 5, 2023 15:56 UTC |
Raney Steven MPresident & CEO RJBank
|
GiftCommon Stock | 1,404 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010702 · doc4.xml · nonDerivative · entry 1 Raney Steven M · CIK 0001422342 · President & CEO RJBank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,560 Read SEC document |
| December 04, 2023 Filed Dec 5, 2023 15:55 UTC |
Catanese GeorgeChief Risk Officer
|
SaleCommon Stock | 3,866 | $106.75 | $412,684.68 |
DisclosureSEC source: 0001225208-23-010701 · doc4.xml · nonDerivative · entry 2 Catanese George · CIK 0001340350 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,712 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 $106.70 to $106.85. Read SEC document |
| December 04, 2023 Filed Dec 5, 2023 15:55 UTC |
Catanese GeorgeChief Risk Officer
|
GiftCommon Stock | 150 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010701 · doc4.xml · nonDerivative · entry 1 Catanese George · CIK 0001340350 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,578 Read SEC document |
| December 04, 2023 Filed Dec 5, 2023 15:53 UTC |
Shoukry Paul MChief Financial Officer
|
GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010700 · doc4.xml · nonDerivative · entry 1 Shoukry Paul M · CIK 0001798349 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,626 Read SEC document |
| December 04, 2023 Filed Dec 5, 2023 15:53 UTC |
Carter HoracePresident, Fixed Income
|
Exercise / conversionRestricted Stock Units · Derivative | 5,217 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010699 · doc4.xml · derivative · entry 3 Carter Horace · CIK 0001902821 · President, Fixed Income 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,217 shares Expires 2023-12-04 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. Read SEC document |
| December 04, 2023 Filed Dec 5, 2023 15:53 UTC |
Carter HoracePresident, Fixed Income
|
Exercise / conversionCommon Stock | 5,217 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010699 · doc4.xml · nonDerivative · entry 1 Carter Horace · CIK 0001902821 · President, Fixed Income 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,432 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. Read SEC document |
| December 01, 2023 Filed Dec 1, 2023 21:21 UTC |
Raney Steven MPresident & CEO RJBank
|
SaleCommon Stock | 5,531 | $106.84 | $590,905.49 |
DisclosureSEC source: 0001225208-23-010604 · doc4.xml · nonDerivative · entry 6 Raney Steven M · CIK 0001422342 · President & CEO RJBank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,964 F3 · 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. F4 · price: Reflects the weighted average sale price. The range of prices for such transaction was $106.79 to $106.90. Read SEC document |
| December 01, 2023 Filed Dec 4, 2023 23:36 UTC |
Oorlog Jonathan W JRSVP & Chief Accounting Officer
|
GrantRestricted Stock Units · Derivative | 782 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010683 · doc4.xml · derivative · entry 1 Oorlog Jonathan W JR · CIK 0001825440 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 782 Underlying: Common Stock · 782 shares Expires 2026-12-01 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 · shares: Award of RSUs as a portion of annual bonus under Amended and Restated 2012 Stock Incentive Plan. Read SEC document |
| November 30, 2023 Filed Dec 1, 2023 21:29 UTC |
Dowdle Jeffrey ACOO & Head of Asset Mgmt.
|
Exercise / conversionRestricted Stock Units · Derivative | 4,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010607 · doc4.xml · derivative · entry 10 Dowdle Jeffrey A · CIK 0001541020 · COO & Head of Asset Mgmt. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 4,500 shares Expires 2025-11-30 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. F2 · 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. F6 · derivative.exercise_date: RSUs vested 60% on 11/30/2023 and will vest 20% on 11/30/2024 and 20% on 11/30/2025. F7 · balance_after: The RSU grant was previously reported as covering 5,000 shares awarded on December 3, 2020, but was adjusted to reflect the 3-for-2 stock split by means of a stock dividend that occurred on September 21, 2021. Read SEC document |
| November 30, 2023 Filed Dec 1, 2023 21:29 UTC |
Dowdle Jeffrey ACOO & Head of Asset Mgmt.
|
Tax withholdingCommon Stock | 1,497 | $103.75 | $155,313.75 |
DisclosureSEC source: 0001225208-23-010607 · doc4.xml · nonDerivative · entry 5 Dowdle Jeffrey A · CIK 0001541020 · COO & Head of Asset Mgmt. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,765 Read SEC document |
| November 30, 2023 Filed Dec 1, 2023 21:29 UTC |
Dowdle Jeffrey ACOO & Head of Asset Mgmt.
|
Exercise / conversionCommon Stock | 4,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010607 · doc4.xml · nonDerivative · entry 4 Dowdle Jeffrey A · CIK 0001541020 · COO & Head of Asset Mgmt. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,262 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. F2 · 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. Read SEC document |
| November 30, 2023 Filed Dec 1, 2023 21:22 UTC |
REILLY PAUL CDirector · Chair & CEO
|
Exercise / conversionRestricted Stock Units · Derivative | 11,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010606 · doc4.xml · derivative · entry 9 REILLY PAUL C · CIK 0001240439 · Director · Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,800 Underlying: Common Stock · 11,700 shares Expires 2025-11-30 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. F2 · 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. F7 · derivative.exercise_date: RSUs vested 60% on 11/30/2023 and will vest 20% on 11/30/2024 and 20% on 11/30/2025. F8 · balance_after: The RSU grant was previously reported as covering 13,000 shares awarded on December 3, 2020, but was adjusted to reflect the 3-for-2 stock split by means of a stock dividend that occurred on September 21, 2021. Read SEC document |
| November 30, 2023 Filed Dec 1, 2023 21:22 UTC |
REILLY PAUL CDirector · Chair & CEO
|
Tax withholdingCommon Stock | 4,329 | $103.75 | $449,133.75 |
DisclosureSEC source: 0001225208-23-010606 · doc4.xml · nonDerivative · entry 6 REILLY PAUL C · CIK 0001240439 · Director · Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 272,222 Read SEC document |
| November 30, 2023 Filed Dec 1, 2023 21:22 UTC |
REILLY PAUL CDirector · Chair & CEO
|
Exercise / conversionCommon Stock | 11,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010606 · doc4.xml · nonDerivative · entry 5 REILLY PAUL C · CIK 0001240439 · Director · Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 276,551 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. F2 · 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. Read SEC document |
| November 30, 2023 Filed Dec 1, 2023 21:22 UTC |
Curtis Scott APresident, PCG
|
Exercise / conversionRestricted Stock Units · Derivative | 4,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010605 · doc4.xml · derivative · entry 8 Curtis Scott A · CIK 0001601143 · President, PCG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 4,500 shares Expires 2025-11-30 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. F2 · 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: RSUs vested 60% on 11/30/2023 and will vest 20% on 11/30/2024 and 20% on 11/30/2025. F6 · balance_after: The RSU grant was previously reported as covering 5,000 shares awarded on December 3, 2020, but was adjusted to reflect the 3-for-2 stock split by means of a stock dividend that occurred on September 21, 2021. Read SEC document |
| November 30, 2023 Filed Dec 1, 2023 21:22 UTC |
Curtis Scott APresident, PCG
|
Tax withholdingCommon Stock | 1,514 | $103.75 | $157,077.50 |
DisclosureSEC source: 0001225208-23-010605 · doc4.xml · nonDerivative · entry 5 Curtis Scott A · CIK 0001601143 · President, PCG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 179,030 Read SEC document |
| November 30, 2023 Filed Dec 1, 2023 21:22 UTC |
Curtis Scott APresident, PCG
|
Exercise / conversionCommon Stock | 4,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010605 · doc4.xml · nonDerivative · entry 4 Curtis Scott A · CIK 0001601143 · President, PCG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 180,544 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. F2 · 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. Read SEC document |
| November 30, 2023 Filed Dec 1, 2023 21:21 UTC |
Raney Steven MPresident & CEO RJBank
|
Exercise / conversionRestricted Stock Units · Derivative | 4,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010604 · doc4.xml · derivative · entry 9 Raney Steven M · CIK 0001422342 · President & CEO RJBank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 4,500 shares Expires 2025-11-30 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. F2 · 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. F7 · derivative.exercise_date: RSUs vested 60% on 11/30/2023 and will vest 20% on 11/30/2024 and 20% on 11/30/2025. F8 · balance_after: The RSU grant was previously reported as covering 5,000 shares awarded on December 3, 2020, but was adjusted to reflect the 3-for-2 stock split by means of a stock dividend that occurred on September 21, 2021. Read SEC document |
| November 30, 2023 Filed Dec 1, 2023 21:21 UTC |
Raney Steven MPresident & CEO RJBank
|
Tax withholdingCommon Stock | 1,274 | $103.75 | $132,177.50 |
DisclosureSEC source: 0001225208-23-010604 · doc4.xml · nonDerivative · entry 5 Raney Steven M · CIK 0001422342 · President & CEO RJBank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,495 Read SEC document |
| November 30, 2023 Filed Dec 1, 2023 21:21 UTC |
Raney Steven MPresident & CEO RJBank
|
Exercise / conversionCommon Stock | 4,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010604 · doc4.xml · nonDerivative · entry 4 Raney Steven M · CIK 0001422342 · President & CEO RJBank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,769 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. F2 · 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. Read SEC document |
| November 30, 2023 Filed Dec 1, 2023 21:10 UTC |
Catanese GeorgeChief Risk Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 2,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010603 · doc4.xml · derivative · entry 8 Catanese George · CIK 0001340350 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,800 Underlying: Common Stock · 2,700 shares Expires 2025-11-30 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. F2 · 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: RSUs vested 60% on 11/30/2023 and will vest 20% on 11/30/2024 and 20% on 11/30/2025. F6 · balance_after: The RSU grant was previously reported as covering 3,000 shares awarded on December 3, 2020, but was adjusted to reflect the 3-for-2 stock split by means of a stock dividend that occurred on September 21, 2021. Read SEC document |
| November 30, 2023 Filed Dec 1, 2023 21:10 UTC |
Catanese GeorgeChief Risk Officer
|
Tax withholdingCommon Stock | 594 | $103.75 | $61,627.50 |
DisclosureSEC source: 0001225208-23-010603 · doc4.xml · nonDerivative · entry 5 Catanese George · CIK 0001340350 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,728 Read SEC document |
| November 30, 2023 Filed Dec 1, 2023 21:10 UTC |
Catanese GeorgeChief Risk Officer
|
Exercise / conversionCommon Stock | 2,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010603 · doc4.xml · nonDerivative · entry 4 Catanese George · CIK 0001340350 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,322 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. F2 · 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. Read SEC document |
| November 30, 2023 Filed Dec 1, 2023 20:14 UTC |
Perry JodiPresident, ICD for RJFS
|
Exercise / conversionRestricted Stock Units · Derivative | 4,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010595 · doc4.xml · derivative · entry 8 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 4,500 shares Expires 2025-11-30 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. F2 · 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: RSUs vested 60% on 11/30/2023 and will vest 20% on 11/30/2024 and 20% on 11/30/2025. F6 · balance_after: The RSU grant was previously reported as covering 5,000 shares awarded on December 3, 2020, but was adjusted to reflect the 3-for-2 stock split by means of a stock dividend that occurred on September 21, 2021. Read SEC document |
| November 30, 2023 Filed Dec 1, 2023 20:14 UTC |
Perry JodiPresident, ICD for RJFS
|
Tax withholdingCommon Stock | 1,095 | $103.75 | $113,606.25 |
DisclosureSEC source: 0001225208-23-010595 · doc4.xml · nonDerivative · entry 5 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,500 Read SEC document |
| November 30, 2023 Filed Dec 1, 2023 20:14 UTC |
Perry JodiPresident, ICD for RJFS
|
Exercise / conversionCommon Stock | 4,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010595 · doc4.xml · nonDerivative · entry 4 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,595 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. F2 · 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. Read SEC document |
| November 30, 2023 Filed Dec 1, 2023 19:55 UTC |
Santelli Jonathan NEVP, Gen Counsel, Secy
|
Exercise / conversionRestricted Stock Units · Derivative | 4,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010590 · doc4.xml · derivative · entry 8 Santelli Jonathan N · CIK 0001672865 · EVP, Gen Counsel, Secy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 4,500 shares Expires 2025-11-30 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. F2 · 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: RSUs vested 60% on 11/30/2023 and will vest 20% on 11/30/2024 and 20% on 11/30/2025. F6 · balance_after: The RSU grant was previously reported as covering 5,000 shares awarded on December 3, 2020, but was adjusted to reflect the 3-for-2 stock split by means of a stock dividend that occurred on September 21, 2021. Read SEC document |
| November 30, 2023 Filed Dec 1, 2023 19:55 UTC |
Santelli Jonathan NEVP, Gen Counsel, Secy
|
Tax withholdingCommon Stock | 1,130 | $103.75 | $117,237.50 |
DisclosureSEC source: 0001225208-23-010590 · doc4.xml · nonDerivative · entry 5 Santelli Jonathan N · CIK 0001672865 · EVP, Gen Counsel, Secy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,182 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.