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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
November 30, 2025 Filed Dec 2, 2025 21:49 UTC
Campagnoli VincentEVP, Technology & Operations
Tax withholdingCommon Stock 191 $156.54 $29,899.14
Disclosure

SEC source: 0001225208-25-009586 · doc4.xml · nonDerivative · entry 4

Campagnoli Vincent · CIK 0002054725 · EVP, Technology & Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,331

Read SEC document
November 30, 2025 Filed Dec 2, 2025 21:49 UTC
Campagnoli VincentEVP, Technology & Operations
Exercise / conversionCommon Stock 815 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009586 · doc4.xml · nonDerivative · entry 3

Campagnoli Vincent · CIK 0002054725 · EVP, Technology & Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,522

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 21:49 UTC
Campagnoli VincentEVP, Technology & Operations
Exercise / conversionCommon Stock 1,200 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009586 · doc4.xml · nonDerivative · entry 2

Campagnoli Vincent · CIK 0002054725 · EVP, Technology & Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,707

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 21:49 UTC
Campagnoli VincentEVP, Technology & Operations
Exercise / conversionCommon Stock 2,220 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009586 · doc4.xml · nonDerivative · entry 1

Campagnoli Vincent · CIK 0002054725 · EVP, Technology & Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,507

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 21:47 UTC
Helal TarekChief Strategy Officer
Exercise / conversionRestricted Stock Units · Derivative 1,554 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009585 · doc4.xml · derivative · entry 13

Helal Tarek · CIK 0001886423 · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,036

Underlying: Common Stock · 1,554 shares

Expires 2027-11-30

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.

F6 · derivative.exercise_date: RSUs vested 60% on 11/30/2025 and will vest 20% on 11/30/2026 and 20% on 11/30/2027.

Read SEC document
November 30, 2025 Filed Dec 2, 2025 21:47 UTC
Helal TarekChief Strategy Officer
Exercise / conversionRestricted Stock Units · Derivative 611 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009585 · doc4.xml · derivative · entry 12

Helal Tarek · CIK 0001886423 · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 611

Underlying: Common Stock · 611 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.

F5 · 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 21:47 UTC
Helal TarekChief Strategy Officer
Exercise / conversionRestricted Stock Units · Derivative 900 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009585 · doc4.xml · derivative · entry 11

Helal Tarek · CIK 0001886423 · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 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.

F4 · 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 21:47 UTC
Helal TarekChief Strategy Officer
Tax withholdingCommon Stock 378 $156.54 $59,172.12
Disclosure

SEC source: 0001225208-25-009585 · doc4.xml · nonDerivative · entry 6

Helal Tarek · CIK 0001886423 · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,694

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
November 30, 2025 Filed Dec 2, 2025 21:47 UTC
Helal TarekChief Strategy Officer
Tax withholdingCommon Stock 220 $156.54 $34,438.80
Disclosure

SEC source: 0001225208-25-009585 · doc4.xml · nonDerivative · entry 5

Helal Tarek · CIK 0001886423 · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,072

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
November 30, 2025 Filed Dec 2, 2025 21:47 UTC
Helal TarekChief Strategy Officer
Tax withholdingCommon Stock 148 $156.54 $23,167.92
Disclosure

SEC source: 0001225208-25-009585 · doc4.xml · nonDerivative · entry 4

Helal Tarek · CIK 0001886423 · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,292

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
November 30, 2025 Filed Dec 2, 2025 21:47 UTC
Helal TarekChief Strategy Officer
Exercise / conversionCommon Stock 611 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009585 · doc4.xml · nonDerivative · entry 3

Helal Tarek · CIK 0001886423 · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,440

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
November 30, 2025 Filed Dec 2, 2025 21:47 UTC
Helal TarekChief Strategy Officer
Exercise / conversionCommon Stock 900 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009585 · doc4.xml · nonDerivative · entry 2

Helal Tarek · CIK 0001886423 · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,829

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
November 30, 2025 Filed Dec 2, 2025 21:47 UTC
Helal TarekChief Strategy Officer
Exercise / conversionCommon Stock 1,554 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009585 · doc4.xml · nonDerivative · entry 1

Helal Tarek · CIK 0001886423 · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,929

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
November 30, 2025 Filed Dec 2, 2025 21:44 UTC
Larson Katherine HChief Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 863 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009584 · doc4.xml · derivative · entry 13

Larson Katherine H · CIK 0002034572 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 576

Underlying: Common Stock · 863 shares

Expires 2027-11-30

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.

F6 · derivative.exercise_date: RSUs vested 60% on 11/30/2025 and will vest 20% on 11/30/2026 and 20% on 11/30/2027.

Read SEC document
November 30, 2025 Filed Dec 2, 2025 21:44 UTC
Larson Katherine HChief Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 332 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009584 · doc4.xml · derivative · entry 12

Larson Katherine H · CIK 0002034572 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 332

Underlying: Common Stock · 332 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.

F5 · 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 21:44 UTC
Larson Katherine HChief Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 525 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009584 · doc4.xml · derivative · entry 11

Larson Katherine H · CIK 0002034572 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 525 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.

F4 · 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 21:44 UTC
Larson Katherine HChief Accounting Officer
Tax withholdingCommon Stock 210 $156.54 $32,873.40
Disclosure

SEC source: 0001225208-25-009584 · doc4.xml · nonDerivative · entry 6

Larson Katherine H · CIK 0002034572 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,904

Read SEC document
November 30, 2025 Filed Dec 2, 2025 21:44 UTC
Larson Katherine HChief Accounting Officer
Tax withholdingCommon Stock 128 $156.54 $20,037.12
Disclosure

SEC source: 0001225208-25-009584 · doc4.xml · nonDerivative · entry 5

Larson Katherine H · CIK 0002034572 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,114

Read SEC document
November 30, 2025 Filed Dec 2, 2025 21:44 UTC
Larson Katherine HChief Accounting Officer
Tax withholdingCommon Stock 80 $156.54 $12,523.20
Disclosure

SEC source: 0001225208-25-009584 · doc4.xml · nonDerivative · entry 4

Larson Katherine H · CIK 0002034572 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,242

Read SEC document
November 30, 2025 Filed Dec 2, 2025 21:44 UTC
Larson Katherine HChief Accounting Officer
Exercise / conversionCommon Stock 332 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009584 · doc4.xml · nonDerivative · entry 3

Larson Katherine H · CIK 0002034572 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,322

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.

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 21:44 UTC
Larson Katherine HChief Accounting Officer
Exercise / conversionCommon Stock 525 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009584 · doc4.xml · nonDerivative · entry 2

Larson Katherine H · CIK 0002034572 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,990

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 21:44 UTC
Larson Katherine HChief Accounting Officer
Exercise / conversionCommon Stock 863 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009584 · doc4.xml · nonDerivative · entry 1

Larson Katherine H · CIK 0002034572 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,465

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 21:42 UTC
Oorlog Jonathan W JRChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 2,056 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009583 · doc4.xml · derivative · entry 15

Oorlog Jonathan W JR · CIK 0001825440 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,056 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.

Read SEC document
November 30, 2025 Filed Dec 2, 2025 21:42 UTC
Oorlog Jonathan W JRChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 510 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009583 · doc4.xml · derivative · entry 14

Oorlog Jonathan W JR · CIK 0001825440 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 916

Underlying: Common Stock · 510 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 21:42 UTC
Oorlog Jonathan W JRChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 408 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009583 · doc4.xml · derivative · entry 13

Oorlog Jonathan W JR · CIK 0001825440 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,426

Underlying: Common Stock · 408 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 21:42 UTC
Oorlog Jonathan W JRChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 750 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009583 · doc4.xml · derivative · entry 12

Oorlog Jonathan W JR · CIK 0001825440 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 750 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 21:42 UTC
Oorlog Jonathan W JRChief Financial Officer
Tax withholdingCommon Stock 482 $156.54 $75,452.28
Disclosure

SEC source: 0001225208-25-009583 · doc4.xml · nonDerivative · entry 8

Oorlog Jonathan W JR · CIK 0001825440 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,884

Read SEC document
November 30, 2025 Filed Dec 2, 2025 21:42 UTC
Oorlog Jonathan W JRChief Financial Officer
Tax withholdingCommon Stock 178 $156.54 $27,864.12
Disclosure

SEC source: 0001225208-25-009583 · doc4.xml · nonDerivative · entry 7

Oorlog Jonathan W JR · CIK 0001825440 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,366

Read SEC document
November 30, 2025 Filed Dec 2, 2025 21:42 UTC
Oorlog Jonathan W JRChief Financial Officer
Tax withholdingCommon Stock 119 $156.54 $18,628.26
Disclosure

SEC source: 0001225208-25-009583 · doc4.xml · nonDerivative · entry 6

Oorlog Jonathan W JR · CIK 0001825440 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,544

Read SEC document
November 30, 2025 Filed Dec 2, 2025 21:42 UTC
Oorlog Jonathan W JRChief Financial Officer
Tax withholdingCommon Stock 95 $156.54 $14,871.30
Disclosure

SEC source: 0001225208-25-009583 · doc4.xml · nonDerivative · entry 5

Oorlog Jonathan W JR · CIK 0001825440 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,663

Read SEC document
November 30, 2025 Filed Dec 2, 2025 21:42 UTC
Oorlog Jonathan W JRChief Financial Officer
Exercise / conversionCommon Stock 408 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009583 · doc4.xml · nonDerivative · entry 4

Oorlog Jonathan W JR · CIK 0001825440 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,758

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 21:42 UTC
Oorlog Jonathan W JRChief Financial Officer
Exercise / conversionCommon Stock 510 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009583 · doc4.xml · nonDerivative · entry 3

Oorlog Jonathan W JR · CIK 0001825440 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,350

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 21:42 UTC
Oorlog Jonathan W JRChief Financial Officer
Exercise / conversionCommon Stock 750 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009583 · doc4.xml · nonDerivative · entry 2

Oorlog Jonathan W JR · CIK 0001825440 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,840

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 21:42 UTC
Oorlog Jonathan W JRChief Financial Officer
Exercise / conversionCommon Stock 2,056 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009583 · doc4.xml · nonDerivative · entry 1

Oorlog Jonathan W JR · CIK 0001825440 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,090

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 21:40 UTC
Bunn James EPresident, Capital Markets
Exercise / conversionRestricted Stock Units · Derivative 4,636 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009582 · doc4.xml · derivative · entry 7

Bunn James E · CIK 0001706890 · President, Capital Markets

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,636

Underlying: Common Stock · 4,636 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 21:40 UTC
Bunn James EPresident, Capital Markets
Exercise / conversionRestricted Stock Units · Derivative 1,500 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009582 · doc4.xml · derivative · entry 6

Bunn James E · CIK 0001706890 · President, Capital Markets

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.

Read SEC document
November 30, 2025 Filed Dec 2, 2025 21:40 UTC
Bunn James EPresident, Capital Markets
Tax withholdingCommon Stock 1,824 $156.54 $285,528.96
Disclosure

SEC source: 0001225208-25-009582 · doc4.xml · nonDerivative · entry 4

Bunn James E · CIK 0001706890 · President, Capital Markets

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 81,949

Read SEC document
November 30, 2025 Filed Dec 2, 2025 21:40 UTC
Bunn James EPresident, Capital Markets
Tax withholdingCommon Stock 590 $156.54 $92,358.60
Disclosure

SEC source: 0001225208-25-009582 · doc4.xml · nonDerivative · entry 3

Bunn James E · CIK 0001706890 · President, Capital Markets

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 83,773

Read SEC document
November 30, 2025 Filed Dec 2, 2025 21:40 UTC
Bunn James EPresident, Capital Markets
Exercise / conversionCommon Stock 1,500 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009582 · doc4.xml · nonDerivative · entry 2

Bunn James E · CIK 0001706890 · President, Capital Markets

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 84,363

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 21:40 UTC
Bunn James EPresident, Capital Markets
Exercise / conversionCommon Stock 4,636 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009582 · doc4.xml · nonDerivative · entry 1

Bunn James E · CIK 0001706890 · President, Capital Markets

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 82,863

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 21:24 UTC
Aisenbrey Christopher SChief Human Resources Officer
Exercise / conversionRestricted Stock Units · Derivative 695 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009575 · doc4.xml · derivative · entry 7

Aisenbrey Christopher S · CIK 0001913663 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 695

Underlying: Common Stock · 695 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 21:24 UTC
Aisenbrey Christopher SChief Human Resources Officer
Exercise / conversionRestricted Stock Units · Derivative 900 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009575 · doc4.xml · derivative · entry 6

Aisenbrey Christopher S · CIK 0001913663 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 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 21:24 UTC
Aisenbrey Christopher SChief Human Resources Officer
Tax withholdingCommon Stock 219 $156.54 $34,282.26
Disclosure

SEC source: 0001225208-25-009575 · doc4.xml · nonDerivative · entry 4

Aisenbrey Christopher S · CIK 0001913663 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,336

Read SEC document
November 30, 2025 Filed Dec 2, 2025 21:24 UTC
Aisenbrey Christopher SChief Human Resources Officer
Tax withholdingCommon Stock 169 $156.54 $26,455.26
Disclosure

SEC source: 0001225208-25-009575 · doc4.xml · nonDerivative · entry 3

Aisenbrey Christopher S · CIK 0001913663 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,555

Read SEC document
November 30, 2025 Filed Dec 2, 2025 21:24 UTC
Aisenbrey Christopher SChief Human Resources Officer
Exercise / conversionCommon Stock 695 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009575 · doc4.xml · nonDerivative · entry 2

Aisenbrey Christopher S · CIK 0001913663 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,724

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 21:24 UTC
Aisenbrey Christopher SChief Human Resources Officer
Exercise / conversionCommon Stock 900 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009575 · 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: 15,029

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 21, 2025 Filed Nov 25, 2025 20:30 UTC
Larson Katherine HChief Accounting Officer
GrantRestricted Stock Units · Derivative 1,652 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009430 · doc4.xml · derivative · entry 1

Larson Katherine H · CIK 0002034572 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,652

Underlying: Common Stock · 1,652 shares

Expires 2030-11-30

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 11/30/2028, 20% on 11/30/2029, and 20% on 11/30/2030.

Read SEC document
November 20, 2025 Filed Nov 21, 2025 20:07 UTC
Raney Steven MExecutive Chair RJBank
GiftCommon Stock 1,611 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009334 · doc4.xml · nonDerivative · entry 1

Raney Steven M · CIK 0001422342 · Executive Chair RJBank

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,351

F1 · balance_after: Includes 40 shares of common stock acquired on March 4, 2025, 42 shares of common stock acquired on June 3, 2025, and 37 shares of common stock acquired on September 3, 2025, pursuant to the registrant's Employee Stock Purchase Plan.

Read SEC document
November 05, 2025 Filed Nov 12, 2025 22:01 UTC
Campagnoli VincentEVP, Technology & Operations
GiftCommon Stock 949 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009118 · doc4.xml · nonDerivative · entry 1

Campagnoli Vincent · CIK 0002054725 · EVP, Technology & Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,287

Read SEC document
August 18, 2025 Filed Sep 9, 2025 19:22 UTC
Haynes Morgan Tarazeta JChief Audit Executive
GiftCommon Stock 114 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-007838 · 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: 3,631

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.