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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 17, 2025 13:07 UTC
Haynes Morgan Tarazeta JChief Audit Executive
Exercise / conversionCommon Stock 898 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-010054 · doc4.xml · nonDerivative · entry 1

Haynes Morgan Tarazeta J · CIK 0002056327 · Chief Audit Executive

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,891

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 12:57 UTC
Shoukry Paul MDirector · CEO
GrantRestricted Stock Units · Derivative 19,530 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-010052 · doc4.xml · derivative · entry 13

Shoukry Paul M · CIK 0001798349 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,530

Underlying: Common Stock · 19,530 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.

F4 · 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 12:57 UTC
Shoukry Paul MDirector · CEO
Exercise / conversionRestricted Stock Units · Derivative 5,441 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-010052 · doc4.xml · derivative · entry 12

Shoukry Paul M · CIK 0001798349 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,441 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 12:57 UTC
Shoukry Paul MDirector · CEO
Exercise / conversionRestricted Stock Units · Derivative 5,440 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-010052 · doc4.xml · derivative · entry 11

Shoukry Paul M · CIK 0001798349 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,803

Underlying: Common Stock · 5,440 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 12:57 UTC
Shoukry Paul MDirector · CEO
Exercise / conversionRestricted Stock Units · Derivative 3,264 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-010052 · doc4.xml · derivative · entry 10

Shoukry Paul M · CIK 0001798349 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,243

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 12:57 UTC
Shoukry Paul MDirector · CEO
GiftCommon Stock 8,704 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-010052 · doc4.xml · nonDerivative · entry 8

Shoukry Paul M · CIK 0001798349 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,379

Read SEC document
December 15, 2025 Filed Dec 17, 2025 12:57 UTC
Shoukry Paul MDirector · CEO
Tax withholdingCommon Stock 2,771 $163.85 $454,028.35
Disclosure

SEC source: 0001225208-25-010052 · doc4.xml · nonDerivative · entry 7

Shoukry Paul M · CIK 0001798349 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,083

Read SEC document
December 15, 2025 Filed Dec 17, 2025 12:57 UTC
Shoukry Paul MDirector · CEO
Tax withholdingCommon Stock 2,142 $163.85 $350,966.70
Disclosure

SEC source: 0001225208-25-010052 · doc4.xml · nonDerivative · entry 6

Shoukry Paul M · CIK 0001798349 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,854

Read SEC document
December 15, 2025 Filed Dec 17, 2025 12:57 UTC
Shoukry Paul MDirector · CEO
Tax withholdingCommon Stock 2,140 $163.85 $350,639.00
Disclosure

SEC source: 0001225208-25-010052 · doc4.xml · nonDerivative · entry 5

Shoukry Paul M · CIK 0001798349 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,996

Read SEC document
December 15, 2025 Filed Dec 17, 2025 12:57 UTC
Shoukry Paul MDirector · CEO
Tax withholdingCommon Stock 1,284 $163.85 $210,383.40
Disclosure

SEC source: 0001225208-25-010052 · doc4.xml · nonDerivative · entry 4

Shoukry Paul M · CIK 0001798349 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,136

Read SEC document
December 15, 2025 Filed Dec 17, 2025 12:57 UTC
Shoukry Paul MDirector · CEO
Exercise / conversionCommon Stock 3,264 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-010052 · doc4.xml · nonDerivative · entry 3

Shoukry Paul M · CIK 0001798349 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,420

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 12:57 UTC
Shoukry Paul MDirector · CEO
Exercise / conversionCommon Stock 5,440 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-010052 · doc4.xml · nonDerivative · entry 2

Shoukry Paul M · CIK 0001798349 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,156

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 12:57 UTC
Shoukry Paul MDirector · CEO
Exercise / conversionCommon Stock 5,441 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-010052 · doc4.xml · nonDerivative · entry 1

Shoukry Paul M · CIK 0001798349 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,716

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, 2025 Filed Dec 16, 2025 16:30 UTC
Elwyn Tashtego SPresident, PCG
GiftCommon Stock 2,703 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-010024 · doc4.xml · nonDerivative · entry 1

Elwyn Tashtego S · CIK 0001601145 · President, PCG

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,228

F1 · shares: The reporting person effected multiple gifts on the same day in different amounts.

Read SEC document
December 10, 2025 Filed Dec 12, 2025 17:23 UTC
Campagnoli VincentEVP, Technology & Operations
GiftCommon Stock 60 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009879 · doc4.xml · nonDerivative · entry 1

Campagnoli Vincent · CIK 0002054725 · EVP, Technology & Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,685

Read SEC document
December 05, 2025 Filed Dec 9, 2025 18:10 UTC
Larson Katherine HChief Accounting Officer
GrantRestricted Stock Units · Derivative 323 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009793 · doc4.xml · derivative · entry 1

Larson Katherine H · CIK 0002034572 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 323

Underlying: Common Stock · 323 shares

Expires 2028-12-05

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
December 04, 2025 Filed Dec 4, 2025 20:57 UTC
Curtis Scott AChief Operating Officer
GiftCommon Stock 1,021 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009657 · doc4.xml · nonDerivative · entry 2

Curtis Scott A · CIK 0001601143 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 173,144

Read SEC document
December 04, 2025 Filed Dec 8, 2025 19:17 UTC
Haynes Morgan Tarazeta JChief Audit Executive
GiftCommon Stock 616 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009779 · doc4.xml · nonDerivative · entry 1

Haynes Morgan Tarazeta J · CIK 0002056327 · Chief Audit Executive

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,993

Read SEC document
December 04, 2025 Filed Dec 11, 2025 17:07 UTC Amendment
Curtis Scott AChief Operating Officer
GiftCommon Stock 1,022 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009854 · doc4a.xml · nonDerivative · entry 1

Curtis Scott A · CIK 0001601143 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 173,143

F1 · shares: Amount reflects the number of shares gifted, which was previously reported as 1,021 shares.

Read SEC document
December 02, 2025 Filed Dec 2, 2025 21:49 UTC
Campagnoli VincentEVP, Technology & Operations
Exercise / conversionRestricted Stock Units · Derivative 4,662 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009586 · doc4.xml · derivative · entry 13

Campagnoli Vincent · CIK 0002054725 · EVP, Technology & Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 4,662 shares

Expires 2025-12-02

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 02, 2025 Filed Dec 2, 2025 21:49 UTC
Campagnoli VincentEVP, Technology & Operations
Tax withholdingCommon Stock 1,443 $155.83 $224,862.69
Disclosure

SEC source: 0001225208-25-009586 · doc4.xml · nonDerivative · entry 8

Campagnoli Vincent · CIK 0002054725 · EVP, Technology & Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,745

Read SEC document
December 02, 2025 Filed Dec 2, 2025 21:49 UTC
Campagnoli VincentEVP, Technology & Operations
Exercise / conversionCommon Stock 4,662 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009586 · doc4.xml · nonDerivative · entry 7

Campagnoli Vincent · CIK 0002054725 · EVP, Technology & Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,188

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 02, 2025 Filed Dec 2, 2025 21:47 UTC
Helal TarekChief Strategy Officer
Exercise / conversionRestricted Stock Units · Derivative 442 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009585 · doc4.xml · derivative · entry 14

Helal Tarek · CIK 0001886423 · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 442 shares

Expires 2025-12-02

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 02, 2025 Filed Dec 2, 2025 21:47 UTC
Helal TarekChief Strategy Officer
Tax withholdingCommon Stock 107 $155.83 $16,673.81
Disclosure

SEC source: 0001225208-25-009585 · doc4.xml · nonDerivative · entry 8

Helal Tarek · CIK 0001886423 · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,029

F2 · balance_after: Includes 54 shares of common stock acquired on March 4, 2025, 57 shares of common stock acquired on June 3, 2025, and 49 shares of common stock acquired on September 3, 2025, pursuant to the registrant's Employee Stock Purchase Plan.

Read SEC document
December 02, 2025 Filed Dec 2, 2025 21:47 UTC
Helal TarekChief Strategy Officer
Exercise / conversionCommon Stock 442 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009585 · doc4.xml · nonDerivative · entry 7

Helal Tarek · CIK 0001886423 · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,136

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 54 shares of common stock acquired on March 4, 2025, 57 shares of common stock acquired on June 3, 2025, and 49 shares of common stock acquired on September 3, 2025, pursuant to the registrant's Employee Stock Purchase Plan.

Read SEC document
December 02, 2025 Filed Dec 2, 2025 21:44 UTC
Larson Katherine HChief Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 93 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009584 · doc4.xml · derivative · entry 14

Larson Katherine H · CIK 0002034572 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 93 shares

Expires 2025-12-02

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 02, 2025 Filed Dec 2, 2025 21:44 UTC
Larson Katherine HChief Accounting Officer
Tax withholdingCommon Stock 22 $155.83 $3,428.26
Disclosure

SEC source: 0001225208-25-009584 · doc4.xml · nonDerivative · entry 8

Larson Katherine H · CIK 0002034572 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,975

Read SEC document
December 02, 2025 Filed Dec 2, 2025 21:44 UTC
Larson Katherine HChief Accounting Officer
Exercise / conversionCommon Stock 93 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009584 · doc4.xml · nonDerivative · entry 7

Larson Katherine H · CIK 0002034572 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,997

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 02, 2025 Filed Dec 2, 2025 21:42 UTC
Oorlog Jonathan W JRChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 631 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009583 · doc4.xml · derivative · entry 16

Oorlog Jonathan W JR · CIK 0001825440 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 631 shares

Expires 2025-12-02

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 02, 2025 Filed Dec 2, 2025 21:42 UTC
Oorlog Jonathan W JRChief Financial Officer
Tax withholdingCommon Stock 138 $155.83 $21,504.54
Disclosure

SEC source: 0001225208-25-009583 · doc4.xml · nonDerivative · entry 10

Oorlog Jonathan W JR · CIK 0001825440 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,377

Read SEC document
December 02, 2025 Filed Dec 2, 2025 21:42 UTC
Oorlog Jonathan W JRChief Financial Officer
Exercise / conversionCommon Stock 631 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009583 · doc4.xml · nonDerivative · entry 9

Oorlog Jonathan W JR · CIK 0001825440 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,515

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 02, 2025 Filed Dec 4, 2025 21:20 UTC
Shoukry Paul MDirector · CEO
GrantCommon Stock 7,043 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009673 · doc4.xml · nonDerivative · entry 1

Shoukry Paul M · CIK 0001798349 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,275

F1 · shares: Vesting of Performance Restricted Stock Units (PRSUs) granted on 12/15/2022.

Read SEC document
December 02, 2025 Filed Dec 4, 2025 21:20 UTC
Santelli Jonathan NEVP, Gen Counsel, Secy
GrantCommon Stock 2,128 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009672 · 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: 27,563

F1 · shares: Vesting of Performance Restricted Stock Units (PRSUs) granted on 12/15/2022.

Read SEC document
December 02, 2025 Filed Dec 4, 2025 21:19 UTC
Raney Steven MExecutive Chair RJBank
GrantCommon Stock 1,908 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009671 · doc4.xml · nonDerivative · entry 1

Raney Steven M · CIK 0001422342 · Executive Chair RJBank

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,415

F1 · shares: Vesting of Performance Restricted Stock Units (PRSUs) granted on 12/15/2022.

Read SEC document
December 02, 2025 Filed Dec 4, 2025 21:18 UTC
Allaire Bella LoykhterChief Admin Officer
GrantCommon Stock 4,256 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009670 · doc4.xml · nonDerivative · entry 1

Allaire Bella Loykhter · CIK 0001537767 · Chief Admin Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 80,584

F1 · shares: Vesting of Performance Restricted Stock Units (PRSUs) granted on 12/15/2022.

Read SEC document
December 02, 2025 Filed Dec 4, 2025 21:17 UTC
Bunn James EPresident, Capital Markets
GrantCommon Stock 13,501 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009668 · doc4.xml · nonDerivative · entry 1

Bunn James E · CIK 0001706890 · President, Capital Markets

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 95,450

F1 · shares: Vesting of Performance Restricted Stock Units (PRSUs) granted on 12/15/2022.

Read SEC document
December 02, 2025 Filed Dec 4, 2025 21:17 UTC
Elwyn Tashtego SPresident, PCG
GrantCommon Stock 5,429 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009669 · doc4.xml · nonDerivative · entry 1

Elwyn Tashtego S · CIK 0001601145 · President, PCG

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,931

F1 · shares: Vesting of Performance Restricted Stock Units (PRSUs) granted on 12/15/2022.

Read SEC document
December 02, 2025 Filed Dec 4, 2025 21:15 UTC
Aisenbrey Christopher SChief Human Resources Officer
GrantCommon Stock 763 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009667 · 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: 16,099

F1 · shares: Vesting of Performance Restricted Stock Units (PRSUs) granted on 12/15/2022.

Read SEC document
December 02, 2025 Filed Dec 4, 2025 21:14 UTC
REILLY PAUL CDirector · Executive Chair
GrantCommon Stock 59,916 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009666 · doc4.xml · nonDerivative · entry 2

REILLY PAUL C · CIK 0001240439 · Director · Executive Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 426,120

F1 · shares: Vesting of Performance Restricted Stock Units (PRSUs) granted on 12/15/2022.

Read SEC document
December 02, 2025 Filed Dec 4, 2025 21:14 UTC
REILLY PAUL CDirector · Executive Chair
GrantCommon Stock 105,657 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009666 · doc4.xml · nonDerivative · entry 1

REILLY PAUL C · CIK 0001240439 · Director · Executive Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 366,204

F1 · shares: Vesting of Performance Restricted Stock Units (PRSUs) granted on 12/15/2022.

Read SEC document
December 02, 2025 Filed Dec 4, 2025 20:57 UTC
Curtis Scott AChief Operating Officer
GrantCommon Stock 6,163 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009657 · doc4.xml · nonDerivative · entry 1

Curtis Scott A · CIK 0001601143 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 174,165

F1 · shares: Vesting of Performance Restricted Stock Units (PRSUs) granted on 12/15/2022.

Read SEC document
November 30, 2025 Filed Dec 2, 2025 22:02 UTC
Shoukry Paul MDirector · CEO
Exercise / conversionRestricted Stock Units · Derivative 2,318 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009596 · doc4.xml · derivative · entry 7

Shoukry Paul M · CIK 0001798349 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,318

Underlying: Common Stock · 2,318 shares

Expires 2026-11-30

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.

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 11/30/2024, 20% on 11/30/2025, and will vest 20% on 11/30/2026.

Read SEC document
November 30, 2025 Filed Dec 2, 2025 22:02 UTC
Shoukry Paul MDirector · CEO
Exercise / conversionRestricted Stock Units · Derivative 1,500 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009596 · doc4.xml · derivative · entry 6

Shoukry Paul M · CIK 0001798349 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,500 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.

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 11/30/2023, 20% on 11/30/2024, and 20% on 11/30/2025.

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November 30, 2025 Filed Dec 2, 2025 22:02 UTC
Shoukry Paul MDirector · CEO
Tax withholdingCommon Stock 912 $156.54 $142,764.48
Disclosure

SEC source: 0001225208-25-009596 · doc4.xml · nonDerivative · entry 4

Shoukry Paul M · CIK 0001798349 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,232

Read SEC document
November 30, 2025 Filed Dec 2, 2025 22:02 UTC
Shoukry Paul MDirector · CEO
Tax withholdingCommon Stock 590 $156.54 $92,358.60
Disclosure

SEC source: 0001225208-25-009596 · doc4.xml · nonDerivative · entry 3

Shoukry Paul M · CIK 0001798349 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,144

Read SEC document
November 30, 2025 Filed Dec 2, 2025 22:02 UTC
Shoukry Paul MDirector · CEO
Exercise / conversionCommon Stock 1,500 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009596 · doc4.xml · nonDerivative · entry 2

Shoukry Paul M · CIK 0001798349 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,734

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
November 30, 2025 Filed Dec 2, 2025 22:02 UTC
Shoukry Paul MDirector · CEO
Exercise / conversionCommon Stock 2,318 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009596 · doc4.xml · nonDerivative · entry 1

Shoukry Paul M · CIK 0001798349 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,234

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
November 30, 2025 Filed Dec 2, 2025 22:00 UTC
REILLY PAUL CDirector · Executive Chair
Exercise / conversionRestricted Stock Units · Derivative 2,740 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009593 · doc4.xml · derivative · entry 7

REILLY PAUL C · CIK 0001240439 · Director · Executive Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,739

Underlying: Common Stock · 2,740 shares

Expires 2026-11-30

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.

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 11/30/2024, 20% on 11/30/2025, and will vest 20% on 11/30/2026.

Read SEC document
November 30, 2025 Filed Dec 2, 2025 22:00 UTC
REILLY PAUL CDirector · Executive Chair
Exercise / conversionRestricted Stock Units · Derivative 3,900 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009593 · doc4.xml · derivative · entry 6

REILLY PAUL C · CIK 0001240439 · Director · Executive Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,900 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.

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 11/30/2023, 20% on 11/30/2024, and 20% on 11/30/2025.

Read SEC document
November 30, 2025 Filed Dec 2, 2025 22:00 UTC
REILLY PAUL CDirector · Executive Chair
Tax withholdingCommon Stock 1,443 $156.54 $225,887.22
Disclosure

SEC source: 0001225208-25-009593 · doc4.xml · nonDerivative · entry 4

REILLY PAUL C · CIK 0001240439 · Director · Executive Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 260,547

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.