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RJF

RAYMOND JAMES FINANCIAL INC

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Tapewire entity
3126
SEC CIK
0000720005
Parsed reports
1,007

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
MonthPurchasesSales
Nov 202500
Dec 202503
Jan 202600
Feb 202601
Mar 202601
Apr 202600
May 202600
Jun 202600
Jul 202602
Aug 202601
Sep 202600
Oct 202600

Latest available

Insider transactions

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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 dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
December 15, 2025 Filed Dec 16, 2025 01:04 UTC
REILLY PAUL CDirector · Executive Chair
SaleCommon Stock 20,270 $164.22 $3,328,674.54
Disclosure

SEC source: 0001225208-25-010012 · doc4.xml · nonDerivative · entry 6

REILLY PAUL C · CIK 0001240439 · Director · Executive Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 483,960

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.

F4 · price: Reflects the weighted average sale price. The range of prices for such transaction was $163.97 to $164.78.

Read SEC document
December 15, 2025 Filed Dec 16, 2025 01:04 UTC
REILLY PAUL CDirector · Executive Chair
Tax withholdingCommon Stock 11,570 $163.85 $1,895,744.50
Disclosure

SEC source: 0001225208-25-010012 · doc4.xml · nonDerivative · entry 5

REILLY PAUL C · CIK 0001240439 · Director · Executive Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 504,230

Read SEC document
December 15, 2025 Filed Dec 16, 2025 01:04 UTC
REILLY PAUL CDirector · Executive Chair
Tax withholdingCommon Stock 2,652 $163.85 $434,530.20
Disclosure

SEC source: 0001225208-25-010012 · doc4.xml · nonDerivative · entry 4

REILLY PAUL C · CIK 0001240439 · Director · Executive Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 515,800

Read SEC document
December 15, 2025 Filed Dec 16, 2025 01:04 UTC
REILLY PAUL CDirector · Executive Chair
Exercise / conversionCommon Stock 7,073 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-010012 · doc4.xml · nonDerivative · entry 3

REILLY PAUL C · CIK 0001240439 · Director · Executive Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 518,452

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, 2025 Filed Dec 16, 2025 01:04 UTC
REILLY PAUL CDirector · Executive Chair
Exercise / conversionCommon Stock 30,853 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-010012 · doc4.xml · nonDerivative · entry 2

REILLY PAUL C · CIK 0001240439 · Director · Executive Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 511,379

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, 2025 Filed Dec 16, 2025 01:04 UTC
REILLY PAUL CDirector · Executive Chair
Exercise / conversionCommon Stock 54,406 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-010012 · doc4.xml · nonDerivative · entry 1

REILLY PAUL C · CIK 0001240439 · Director · Executive Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 480,526

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 15, 2025 Filed Dec 16, 2025 16:30 UTC
Elwyn Tashtego SPresident, PCG
GrantRestricted Stock Units · Derivative 6,103 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-010024 · doc4.xml · derivative · entry 16

Elwyn Tashtego S · CIK 0001601145 · President, PCG

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,103

Underlying: Common Stock · 6,103 shares

Expires 2028-12-15

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

Read SEC document
December 15, 2025 Filed Dec 16, 2025 16:30 UTC
Elwyn Tashtego SPresident, PCG
Exercise / conversionRestricted Stock Units · Derivative 4,194 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-010024 · doc4.xml · derivative · entry 15

Elwyn Tashtego S · CIK 0001601145 · President, PCG

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 4,194 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.

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.

Read SEC document
December 15, 2025 Filed Dec 16, 2025 16:30 UTC
Elwyn Tashtego SPresident, PCG
GrantRestricted Stock Units · Derivative 3,661 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-010024 · doc4.xml · derivative · entry 14

Elwyn Tashtego S · CIK 0001601145 · President, PCG

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,661

Underlying: Common Stock · 3,661 shares

Expires 2030-12-15

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 vest 60% on 12/15/2028, 20% on 12/15/2029, and 20% on 12/15/2030.

Read SEC document
December 15, 2025 Filed Dec 16, 2025 16:30 UTC
Elwyn Tashtego SPresident, PCG
Exercise / conversionRestricted Stock Units · Derivative 27,203 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-010024 · doc4.xml · derivative · entry 13

Elwyn Tashtego S · CIK 0001601145 · President, PCG

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,312

Underlying: Common Stock · 27,203 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.

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 12/15/2025 and will vest 20% on 12/15/2026 and 20% on 12/15/2027.

Read SEC document
December 15, 2025 Filed Dec 16, 2025 16:30 UTC
Elwyn Tashtego SPresident, PCG
Exercise / conversionRestricted Stock Units · Derivative 3,264 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-010024 · doc4.xml · derivative · entry 12

Elwyn Tashtego S · CIK 0001601145 · President, PCG

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,515

Underlying: Common Stock · 3,264 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.

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 12/15/2025 and will vest 20% on 12/15/2026 and 20% on 12/15/2027.

Read SEC document
December 15, 2025 Filed Dec 16, 2025 16:30 UTC
Elwyn Tashtego SPresident, PCG
Tax withholdingCommon Stock 10,704 $163.85 $1,753,850.40
Disclosure

SEC source: 0001225208-25-010024 · doc4.xml · nonDerivative · entry 8

Elwyn Tashtego S · CIK 0001601145 · President, PCG

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,114

Read SEC document
December 15, 2025 Filed Dec 16, 2025 16:30 UTC
Elwyn Tashtego SPresident, PCG
Tax withholdingCommon Stock 2,136 $163.85 $349,983.60
Disclosure

SEC source: 0001225208-25-010024 · doc4.xml · nonDerivative · entry 7

Elwyn Tashtego S · CIK 0001601145 · President, PCG

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 65,818

Read SEC document
December 15, 2025 Filed Dec 16, 2025 16:30 UTC
Elwyn Tashtego SPresident, PCG
Tax withholdingCommon Stock 1,651 $163.85 $270,516.35
Disclosure

SEC source: 0001225208-25-010024 · doc4.xml · nonDerivative · entry 6

Elwyn Tashtego S · CIK 0001601145 · President, PCG

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 67,954

Read SEC document
December 15, 2025 Filed Dec 16, 2025 16:30 UTC
Elwyn Tashtego SPresident, PCG
Tax withholdingCommon Stock 1,284 $163.85 $210,383.40
Disclosure

SEC source: 0001225208-25-010024 · doc4.xml · nonDerivative · entry 5

Elwyn Tashtego S · CIK 0001601145 · President, PCG

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 69,605

Read SEC document
December 15, 2025 Filed Dec 16, 2025 16:30 UTC
Elwyn Tashtego SPresident, PCG
Exercise / conversionCommon Stock 3,264 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-010024 · doc4.xml · nonDerivative · entry 4

Elwyn Tashtego S · CIK 0001601145 · President, PCG

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 70,889

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
December 15, 2025 Filed Dec 16, 2025 16:30 UTC
Elwyn Tashtego SPresident, PCG
Exercise / conversionCommon Stock 4,194 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-010024 · doc4.xml · nonDerivative · entry 3

Elwyn Tashtego S · CIK 0001601145 · President, PCG

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 67,625

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
December 15, 2025 Filed Dec 16, 2025 16:30 UTC
Elwyn Tashtego SPresident, PCG
Exercise / conversionCommon Stock 27,203 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-010024 · doc4.xml · nonDerivative · entry 2

Elwyn Tashtego S · CIK 0001601145 · President, PCG

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 63,431

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
December 15, 2025 Filed Dec 17, 2025 13:41 UTC
Santelli Jonathan NEVP, Gen Counsel, Secy
GrantRestricted Stock Units · Derivative 1,488 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-010067 · doc4.xml · derivative · entry 13

Santelli Jonathan N · CIK 0001672865 · EVP, Gen Counsel, Secy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,488

Underlying: Common Stock · 1,488 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 · shares: Award of RSUs as a portion of annual bonus under Amended and Restated 2012 Stock Incentive Plan.

Read SEC document
December 15, 2025 Filed Dec 17, 2025 13:41 UTC
Santelli Jonathan NEVP, Gen Counsel, Secy
Exercise / conversionRestricted Stock Units · Derivative 1,644 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-010067 · doc4.xml · derivative · entry 12

Santelli Jonathan N · CIK 0001672865 · EVP, Gen Counsel, Secy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,644 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.

Read SEC document
December 15, 2025 Filed Dec 17, 2025 13:41 UTC
Santelli Jonathan NEVP, Gen Counsel, Secy
GrantRestricted Stock Units · Derivative 3,661 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-010067 · doc4.xml · derivative · entry 11

Santelli Jonathan N · CIK 0001672865 · EVP, Gen Counsel, Secy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,661

Underlying: Common Stock · 3,661 shares

Expires 2030-12-15

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.

F4 · derivative.exercise_date: RSUs vest 60% on 12/15/2028, 20% on 12/15/2029, and 20% on 12/15/2030.

Read SEC document
December 15, 2025 Filed Dec 17, 2025 13:41 UTC
Santelli Jonathan NEVP, Gen Counsel, Secy
Exercise / conversionRestricted Stock Units · Derivative 3,264 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-010067 · doc4.xml · derivative · entry 10

Santelli Jonathan N · CIK 0001672865 · EVP, Gen Counsel, Secy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,989

Underlying: Common Stock · 3,264 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.

F3 · derivative.exercise_date: RSUs vested 60% on 12/15/2025 and will vest 20% on 12/15/2026 and 20% on 12/15/2027.

Read SEC document
December 15, 2025 Filed Dec 17, 2025 13:41 UTC
Santelli Jonathan NEVP, Gen Counsel, Secy
Exercise / conversionRestricted Stock Units · Derivative 2,720 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-010067 · doc4.xml · derivative · entry 9

Santelli Jonathan N · CIK 0001672865 · EVP, Gen Counsel, Secy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,253

Underlying: Common Stock · 2,720 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.

F3 · derivative.exercise_date: RSUs vested 60% on 12/15/2025 and will vest 20% on 12/15/2026 and 20% on 12/15/2027.

Read SEC document
December 15, 2025 Filed Dec 17, 2025 13:41 UTC
Santelli Jonathan NEVP, Gen Counsel, Secy
Tax withholdingCommon Stock 1,284 $163.85 $210,383.40
Disclosure

SEC source: 0001225208-25-010067 · doc4.xml · nonDerivative · entry 7

Santelli Jonathan N · CIK 0001672865 · EVP, Gen Counsel, Secy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,353

Read SEC document
December 15, 2025 Filed Dec 17, 2025 13:41 UTC
Santelli Jonathan NEVP, Gen Counsel, Secy
Tax withholdingCommon Stock 1,070 $163.85 $175,319.50
Disclosure

SEC source: 0001225208-25-010067 · doc4.xml · nonDerivative · entry 6

Santelli Jonathan N · CIK 0001672865 · EVP, Gen Counsel, Secy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,637

Read SEC document
December 15, 2025 Filed Dec 17, 2025 13:41 UTC
Santelli Jonathan NEVP, Gen Counsel, Secy
Tax withholdingCommon Stock 837 $163.85 $137,142.45
Disclosure

SEC source: 0001225208-25-010067 · 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: 33,707

Read SEC document
December 15, 2025 Filed Dec 17, 2025 13:41 UTC
Santelli Jonathan NEVP, Gen Counsel, Secy
Tax withholdingCommon Stock 647 $163.85 $106,010.95
Disclosure

SEC source: 0001225208-25-010067 · doc4.xml · nonDerivative · entry 4

Santelli Jonathan N · CIK 0001672865 · EVP, Gen Counsel, Secy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,544

Read SEC document
December 15, 2025 Filed Dec 17, 2025 13:41 UTC
Santelli Jonathan NEVP, Gen Counsel, Secy
Exercise / conversionCommon Stock 1,644 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-010067 · doc4.xml · nonDerivative · entry 3

Santelli Jonathan N · CIK 0001672865 · EVP, Gen Counsel, Secy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,191

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, 2025 Filed Dec 17, 2025 13:41 UTC
Santelli Jonathan NEVP, Gen Counsel, Secy
Exercise / conversionCommon Stock 2,720 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-010067 · doc4.xml · nonDerivative · entry 2

Santelli Jonathan N · CIK 0001672865 · EVP, Gen Counsel, Secy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,547

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, 2025 Filed Dec 17, 2025 13:41 UTC
Santelli Jonathan NEVP, Gen Counsel, Secy
Exercise / conversionCommon Stock 3,264 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-010067 · doc4.xml · nonDerivative · entry 1

Santelli Jonathan N · CIK 0001672865 · EVP, Gen Counsel, Secy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,827

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, 2025 Filed Dec 17, 2025 13:36 UTC
Raney Steven MExecutive Chair RJBank
GrantRestricted Stock Units · Derivative 1,488 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-010066 · doc4.xml · derivative · entry 10

Raney Steven M · CIK 0001422342 · Executive Chair RJBank

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,488

Underlying: Common Stock · 1,488 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.

F6 · shares: Award of RSUs as a portion of annual bonus under Amended and Restated 2012 Stock Incentive Plan.

Read SEC document
December 15, 2025 Filed Dec 17, 2025 13:36 UTC
Raney Steven MExecutive Chair RJBank
Exercise / conversionRestricted Stock Units · Derivative 1,474 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-010066 · doc4.xml · derivative · entry 9

Raney Steven M · CIK 0001422342 · Executive Chair RJBank

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,474 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.

Read SEC document
December 15, 2025 Filed Dec 17, 2025 13:36 UTC
Raney Steven MExecutive Chair RJBank
GrantRestricted Stock Units · Derivative 3,661 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-010066 · doc4.xml · derivative · entry 8

Raney Steven M · CIK 0001422342 · Executive Chair RJBank

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,661

Underlying: Common Stock · 3,661 shares

Expires 2030-12-15

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 12/15/2028, 20% on 12/15/2029, and 20% on 12/15/2030.

Read SEC document
December 15, 2025 Filed Dec 17, 2025 13:36 UTC
Raney Steven MExecutive Chair RJBank
Exercise / conversionRestricted Stock Units · Derivative 3,264 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-010066 · doc4.xml · derivative · entry 7

Raney Steven M · CIK 0001422342 · Executive Chair RJBank

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,176

Underlying: Common Stock · 3,264 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.

F4 · derivative.exercise_date: RSUs vested 60% on 12/15/2025 and will vest 20% on 12/15/2026 and 20% on 12/15/2027.

Read SEC document
December 15, 2025 Filed Dec 17, 2025 13:36 UTC
Raney Steven MExecutive Chair RJBank
Tax withholdingCommon Stock 1,207 $163.85 $197,766.95
Disclosure

SEC source: 0001225208-25-010066 · doc4.xml · nonDerivative · entry 5

Raney Steven M · CIK 0001422342 · Executive Chair RJBank

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,733

F2 · balance_after: Includes 39 shares of common stock acquired on December 2, 2025 pursuant to the registrant's Employee Stock Purchase Plan.

Read SEC document
December 15, 2025 Filed Dec 17, 2025 13:36 UTC
Raney Steven MExecutive Chair RJBank
Tax withholdingCommon Stock 705 $163.85 $115,514.25
Disclosure

SEC source: 0001225208-25-010066 · doc4.xml · nonDerivative · entry 4

Raney Steven M · CIK 0001422342 · Executive Chair RJBank

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,940

F2 · balance_after: Includes 39 shares of common stock acquired on December 2, 2025 pursuant to the registrant's Employee Stock Purchase Plan.

Read SEC document
December 15, 2025 Filed Dec 17, 2025 13:36 UTC
Raney Steven MExecutive Chair RJBank
Tax withholdingCommon Stock 547 $163.85 $89,625.95
Disclosure

SEC source: 0001225208-25-010066 · doc4.xml · nonDerivative · entry 3

Raney Steven M · CIK 0001422342 · Executive Chair RJBank

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,645

F2 · balance_after: Includes 39 shares of common stock acquired on December 2, 2025 pursuant to the registrant's Employee Stock Purchase Plan.

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December 15, 2025 Filed Dec 17, 2025 13:36 UTC
Raney Steven MExecutive Chair RJBank
Exercise / conversionCommon Stock 1,474 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-010066 · doc4.xml · nonDerivative · entry 2

Raney Steven M · CIK 0001422342 · Executive Chair RJBank

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,192

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 39 shares of common stock acquired on December 2, 2025 pursuant to the registrant's Employee Stock Purchase Plan.

Read SEC document
December 15, 2025 Filed Dec 17, 2025 13:36 UTC
Raney Steven MExecutive Chair RJBank
Exercise / conversionCommon Stock 3,264 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-010066 · doc4.xml · nonDerivative · entry 1

Raney Steven M · CIK 0001422342 · Executive Chair RJBank

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,718

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 39 shares of common stock acquired on December 2, 2025 pursuant to the registrant's Employee Stock Purchase Plan.

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December 15, 2025 Filed Dec 17, 2025 13:31 UTC
Oorlog Jonathan W JRChief Financial Officer
GrantRestricted Stock Units · Derivative 1,678 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-010064 · doc4.xml · derivative · entry 2

Oorlog Jonathan W JR · CIK 0001825440 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,678

Underlying: Common Stock · 1,678 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 · shares: Award of RSUs as a portion of annual bonus under Amended and Restated 2012 Stock Incentive Plan.

Read SEC document
December 15, 2025 Filed Dec 17, 2025 13:31 UTC
Oorlog Jonathan W JRChief Financial Officer
GrantRestricted Stock Units · Derivative 3,661 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-010064 · doc4.xml · derivative · entry 1

Oorlog Jonathan W JR · CIK 0001825440 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,661

Underlying: Common Stock · 3,661 shares

Expires 2030-12-15

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.

F2 · derivative.exercise_date: RSUs vest 60% on 12/15/2028, 20% on 12/15/2029, and 20% on 12/15/2030.

Read SEC document
December 15, 2025 Filed Dec 17, 2025 13:29 UTC
Allaire Bella LoykhterChief Admin Officer
GrantRestricted Stock Units · Derivative 3,357 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-010063 · doc4.xml · derivative · entry 10

Allaire Bella Loykhter · CIK 0001537767 · Chief Admin Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,357

Underlying: Common Stock · 3,357 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 · shares: Award of RSUs as a portion of annual bonus under Amended and Restated 2012 Stock Incentive Plan.

Read SEC document
December 15, 2025 Filed Dec 17, 2025 13:29 UTC
Allaire Bella LoykhterChief Admin Officer
Exercise / conversionRestricted Stock Units · Derivative 3,287 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-010063 · doc4.xml · derivative · entry 9

Allaire Bella Loykhter · CIK 0001537767 · Chief Admin Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,287 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.

Read SEC document
December 15, 2025 Filed Dec 17, 2025 13:29 UTC
Allaire Bella LoykhterChief Admin Officer
GrantRestricted Stock Units · Derivative 3,661 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-010063 · doc4.xml · derivative · entry 8

Allaire Bella Loykhter · CIK 0001537767 · Chief Admin Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,661

Underlying: Common Stock · 3,661 shares

Expires 2030-12-15

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.

F4 · derivative.exercise_date: RSUs vest 60% on 12/15/2028, 20% on 12/15/2029, and 20% on 12/15/2030.

Read SEC document
December 15, 2025 Filed Dec 17, 2025 13:29 UTC
Allaire Bella LoykhterChief Admin Officer
Exercise / conversionRestricted Stock Units · Derivative 3,264 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-010063 · doc4.xml · derivative · entry 7

Allaire Bella Loykhter · CIK 0001537767 · Chief Admin Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,176

Underlying: Common Stock · 3,264 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.

F3 · derivative.exercise_date: RSUs vested 60% on 12/15/2025 and will vest 20% on 12/15/2026 and 20% on 12/15/2027.

Read SEC document
December 15, 2025 Filed Dec 17, 2025 13:29 UTC
Allaire Bella LoykhterChief Admin Officer
Tax withholdingCommon Stock 1,574 $163.85 $257,899.90
Disclosure

SEC source: 0001225208-25-010063 · doc4.xml · nonDerivative · entry 5

Allaire Bella Loykhter · CIK 0001537767 · Chief Admin Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 83,137

Read SEC document
December 15, 2025 Filed Dec 17, 2025 13:29 UTC
Allaire Bella LoykhterChief Admin Officer
Tax withholdingCommon Stock 1,217 $163.85 $199,405.45
Disclosure

SEC source: 0001225208-25-010063 · doc4.xml · nonDerivative · entry 4

Allaire Bella Loykhter · CIK 0001537767 · Chief Admin Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 84,711

Read SEC document
December 15, 2025 Filed Dec 17, 2025 13:29 UTC
Allaire Bella LoykhterChief Admin Officer
Tax withholdingCommon Stock 1,207 $163.85 $197,766.95
Disclosure

SEC source: 0001225208-25-010063 · doc4.xml · nonDerivative · entry 3

Allaire Bella Loykhter · CIK 0001537767 · Chief Admin Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 85,928

Read SEC document
December 15, 2025 Filed Dec 17, 2025 13:29 UTC
Allaire Bella LoykhterChief Admin Officer
Exercise / conversionCommon Stock 3,264 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-010063 · doc4.xml · nonDerivative · entry 2

Allaire Bella Loykhter · CIK 0001537767 · Chief Admin Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 87,135

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, 2025 Filed Dec 17, 2025 13:29 UTC
Allaire Bella LoykhterChief Admin Officer
Exercise / conversionCommon Stock 3,287 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-010063 · doc4.xml · nonDerivative · entry 1

Allaire Bella Loykhter · CIK 0001537767 · Chief Admin Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 83,871

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

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.