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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
January 02, 2025 Filed Jan 3, 2025 20:38 UTC
Raney Steven MExecutive Chair RJBank
Tax withholdingCommon Stock 541 $155.33 $84,033.53
Disclosure

SEC source: 0001225208-25-000162 · doc4.xml · nonDerivative · entry 1

Raney Steven M · CIK 0001422342 · Executive Chair RJBank

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,843

Read SEC document
January 02, 2025 Filed Jan 3, 2025 20:35 UTC
Curtis Scott AChief Operating Officer
Tax withholdingCommon Stock 1,160 $155.33 $180,182.80
Disclosure

SEC source: 0001225208-25-000160 · doc4.xml · nonDerivative · entry 1

Curtis Scott A · CIK 0001601143 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 188,140

Read SEC document
January 02, 2025 Filed Jan 3, 2025 20:37 UTC
Elwyn Tashtego SPresident, PCG
Tax withholdingCommon Stock 1,289 $155.33 $200,220.37
Disclosure

SEC source: 0001225208-25-000161 · doc4.xml · nonDerivative · entry 1

Elwyn Tashtego S · CIK 0001601145 · President, PCG

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,208

Read SEC document
January 02, 2025 Filed Jan 3, 2025 19:48 UTC
Bunn James EPresident, Capital Markets
Tax withholdingCommon Stock 8,779 $155.33 $1,363,642.07
Disclosure

SEC source: 0001225208-25-000157 · doc4.xml · nonDerivative · entry 1

Bunn James E · CIK 0001706890 · President, Capital Markets

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 81,877

Read SEC document
January 02, 2025 Filed Jan 3, 2025 19:46 UTC
Allaire Bella LoykhterChief Admin Officer
Tax withholdingCommon Stock 1,063 $155.33 $165,115.79
Disclosure

SEC source: 0001225208-25-000156 · doc4.xml · nonDerivative · entry 1

Allaire Bella Loykhter · CIK 0001537767 · Chief Admin Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 81,156

Read SEC document
January 02, 2025 Filed Jan 6, 2025 20:00 UTC
REILLY PAUL CDirector · Chair & CEO
Tax withholdingCommon Stock 26,748 $155.33 $4,154,766.84
Disclosure

SEC source: 0001225208-25-000327 · doc4.xml · nonDerivative · entry 1

REILLY PAUL C · CIK 0001240439 · Director · Chair & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 256,363

Read SEC document
December 15, 2024 Filed Dec 16, 2024 22:57 UTC
Elwyn Tashtego SPresident, PCG
Exercise / conversionRestricted Stock Units · Derivative 2,982 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-010857 · doc4.xml · derivative · entry 9

Elwyn Tashtego S · CIK 0001601145 · President, PCG

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,982 shares

Expires 2024-12-15

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.

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

Read SEC document
December 15, 2024 Filed Dec 16, 2024 22:57 UTC
Elwyn Tashtego SPresident, PCG
Tax withholdingCommon Stock 1,173 $160.49 $188,254.77
Disclosure

SEC source: 0001225208-24-010857 · doc4.xml · nonDerivative · entry 3

Elwyn Tashtego S · CIK 0001601145 · President, PCG

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,497

Read SEC document
December 15, 2024 Filed Dec 16, 2024 22:57 UTC
Elwyn Tashtego SPresident, PCG
Exercise / conversionCommon Stock 2,982 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-010857 · doc4.xml · nonDerivative · entry 2

Elwyn Tashtego S · CIK 0001601145 · President, PCG

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,670

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

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

Read SEC document
December 15, 2024 Filed Dec 16, 2024 22:43 UTC
Bunn James EPresident, Capital Markets
Exercise / conversionRestricted Stock Units · Derivative 14,523 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-010851 · 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 · 14,523 shares

Expires 2024-12-15

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, 2024 Filed Dec 16, 2024 22:43 UTC
Bunn James EPresident, Capital Markets
Tax withholdingCommon Stock 5,714 $160.49 $917,039.86
Disclosure

SEC source: 0001225208-24-010851 · doc4.xml · nonDerivative · entry 2

Bunn James E · CIK 0001706890 · President, Capital Markets

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 90,656

Read SEC document
December 15, 2024 Filed Dec 16, 2024 22:43 UTC
Bunn James EPresident, Capital Markets
Exercise / conversionCommon Stock 14,523 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-010851 · doc4.xml · nonDerivative · entry 1

Bunn James E · CIK 0001706890 · President, Capital Markets

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 96,370

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, 2024 Filed Dec 16, 2024 18:14 UTC
Shoukry Paul MDirector · President
Exercise / conversionRestricted Stock Units · Derivative 4,409 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-010836 · doc4.xml · derivative · entry 9

Shoukry Paul M · CIK 0001798349 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 4,409 shares

Expires 2024-12-15

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, 2024 Filed Dec 16, 2024 18:14 UTC
Shoukry Paul MDirector · President
Tax withholdingCommon Stock 1,734 $160.49 $278,289.66
Disclosure

SEC source: 0001225208-24-010836 · doc4.xml · nonDerivative · entry 4

Shoukry Paul M · CIK 0001798349 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,949

Read SEC document
December 15, 2024 Filed Dec 16, 2024 18:14 UTC
Shoukry Paul MDirector · President
Exercise / conversionCommon Stock 4,409 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-010836 · doc4.xml · nonDerivative · entry 3

Shoukry Paul M · CIK 0001798349 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,683

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, 2024 Filed Dec 17, 2024 18:02 UTC
REILLY PAUL CDirector · Chair & CEO
Exercise / conversionRestricted Stock Units · Derivative 29,460 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-010877 · doc4.xml · derivative · entry 5

REILLY PAUL C · CIK 0001240439 · Director · Chair & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 29,460 shares

Expires 2024-12-15

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, 2024 Filed Dec 17, 2024 18:02 UTC
REILLY PAUL CDirector · Chair & CEO
Tax withholdingCommon Stock 10,900 $160.49 $1,749,341.00
Disclosure

SEC source: 0001225208-24-010877 · doc4.xml · nonDerivative · entry 2

REILLY PAUL C · CIK 0001240439 · Director · Chair & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 283,111

Read SEC document
December 15, 2024 Filed Dec 17, 2024 18:02 UTC
REILLY PAUL CDirector · Chair & CEO
Exercise / conversionCommon Stock 29,460 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-010877 · doc4.xml · nonDerivative · entry 1

REILLY PAUL C · CIK 0001240439 · Director · Chair & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 294,011

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, 2024 Filed Dec 17, 2024 18:02 UTC
Raney Steven MExecutive Chair RJBank
Exercise / conversionRestricted Stock Units · Derivative 1,452 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-010876 · doc4.xml · derivative · entry 6

Raney Steven M · CIK 0001422342 · Executive Chair RJBank

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,452 shares

Expires 2024-12-15

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, 2024 Filed Dec 17, 2024 18:02 UTC
Raney Steven MExecutive Chair RJBank
Tax withholdingCommon Stock 537 $160.49 $86,183.13
Disclosure

SEC source: 0001225208-24-010876 · doc4.xml · nonDerivative · entry 2

Raney Steven M · CIK 0001422342 · Executive Chair RJBank

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,384

F2 · balance_after: Includes 37 shares of common stock acquired on December 3, 2024, pursuant to the registrant's Employee Stock Purchase Plan.

Read SEC document
December 15, 2024 Filed Dec 17, 2024 18:02 UTC
Raney Steven MExecutive Chair RJBank
Exercise / conversionCommon Stock 1,452 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-010876 · doc4.xml · nonDerivative · entry 1

Raney Steven M · CIK 0001422342 · Executive Chair RJBank

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,921

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 37 shares of common stock acquired on December 3, 2024, pursuant to the registrant's Employee Stock Purchase Plan.

Read SEC document
December 15, 2024 Filed Dec 17, 2024 18:00 UTC
Aisenbrey Christopher SChief Human Resources Officer
Exercise / conversionRestricted Stock Units · Derivative 850 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-010875 · 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 · 850 shares

Expires 2024-12-15

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, 2024 Filed Dec 17, 2024 18:00 UTC
Aisenbrey Christopher SChief Human Resources Officer
Tax withholdingCommon Stock 334 $160.49 $53,603.66
Disclosure

SEC source: 0001225208-24-010875 · 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: 12,799

Read SEC document
December 15, 2024 Filed Dec 17, 2024 18:00 UTC
Aisenbrey Christopher SChief Human Resources Officer
Exercise / conversionCommon Stock 850 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-010875 · 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: 13,133

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, 2024 Filed Dec 17, 2024 16:45 UTC
Curtis Scott AChief Operating Officer
Exercise / conversionRestricted Stock Units · Derivative 3,112 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-010869 · doc4.xml · derivative · entry 6

Curtis Scott A · CIK 0001601143 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,112 shares

Expires 2024-12-15

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, 2024 Filed Dec 17, 2024 16:45 UTC
Curtis Scott AChief Operating Officer
Tax withholdingCommon Stock 1,151 $160.49 $184,723.99
Disclosure

SEC source: 0001225208-24-010869 · doc4.xml · nonDerivative · entry 2

Curtis Scott A · CIK 0001601143 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 189,300

Read SEC document
December 15, 2024 Filed Dec 17, 2024 16:45 UTC
Curtis Scott AChief Operating Officer
Exercise / conversionCommon Stock 3,112 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-010869 · doc4.xml · nonDerivative · entry 1

Curtis Scott A · CIK 0001601143 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 190,451

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, 2024 Filed Dec 17, 2024 16:44 UTC
Allaire Bella LoykhterChief Admin Officer
Exercise / conversionRestricted Stock Units · Derivative 2,853 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-010868 · doc4.xml · derivative · entry 6

Allaire Bella Loykhter · CIK 0001537767 · Chief Admin Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,853 shares

Expires 2024-12-15

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, 2024 Filed Dec 17, 2024 16:44 UTC
Allaire Bella LoykhterChief Admin Officer
Tax withholdingCommon Stock 1,055 $160.49 $169,316.95
Disclosure

SEC source: 0001225208-24-010868 · doc4.xml · nonDerivative · entry 2

Allaire Bella Loykhter · CIK 0001537767 · Chief Admin Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 82,219

Read SEC document
December 15, 2024 Filed Dec 17, 2024 16:44 UTC
Allaire Bella LoykhterChief Admin Officer
Exercise / conversionCommon Stock 2,853 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-010868 · doc4.xml · nonDerivative · entry 1

Allaire Bella Loykhter · CIK 0001537767 · Chief Admin Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 83,274

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, 2024 Filed Dec 17, 2024 16:42 UTC
Santelli Jonathan NEVP, Gen Counsel, Secy
Exercise / conversionRestricted Stock Units · Derivative 1,297 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-010867 · doc4.xml · derivative · entry 6

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,297 shares

Expires 2024-12-15

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, 2024 Filed Dec 17, 2024 16:42 UTC
Santelli Jonathan NEVP, Gen Counsel, Secy
Tax withholdingCommon Stock 510 $160.49 $81,849.90
Disclosure

SEC source: 0001225208-24-010867 · 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: 27,632

Read SEC document
December 15, 2024 Filed Dec 17, 2024 16:42 UTC
Santelli Jonathan NEVP, Gen Counsel, Secy
Exercise / conversionCommon Stock 1,297 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-010867 · 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: 28,142

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 13, 2024 Filed Dec 16, 2024 22:57 UTC
Elwyn Tashtego SPresident, PCG
GrantRestricted Stock Units · Derivative 4,053 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-010857 · doc4.xml · derivative · entry 8

Elwyn Tashtego S · CIK 0001601145 · President, PCG

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,053

Underlying: Common Stock · 4,053 shares

Expires 2027-12-15

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

F7 · shares: Award of RSUs as a portion of annual bonus under Amended and Restated 2012 Stock Incentive Plan.

Read SEC document
December 13, 2024 Filed Dec 16, 2024 22:57 UTC
Elwyn Tashtego SPresident, PCG
GrantRestricted Stock Units · Derivative 3,741 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-010857 · doc4.xml · derivative · entry 7

Elwyn Tashtego S · CIK 0001601145 · President, PCG

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,741

Underlying: Common Stock · 3,741 shares

Expires 2029-12-15

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

F6 · derivative.exercise_date: RSUs vest 60% on 12/15/2027, 20% on 12/15/2028, and 20% on 12/15/2029.

Read SEC document
December 13, 2024 Filed Dec 16, 2024 22:57 UTC
Elwyn Tashtego SPresident, PCG
SaleCommon Stock 10,000 $159.47 $1,594,650.00
Disclosure

SEC source: 0001225208-24-010857 · doc4.xml · nonDerivative · entry 1

Elwyn Tashtego S · CIK 0001601145 · President, PCG

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,688

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

F2 · price: Reflects the weighted average sale price. The range of prices for such transaction was $159.30 to $159.54.

Read SEC document
December 13, 2024 Filed Dec 16, 2024 22:44 UTC
Carter HoracePresident, Fixed Income
GrantRestricted Stock Units · Derivative 935 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-010852 · doc4.xml · derivative · entry 2

Carter Horace · CIK 0001902821 · President, Fixed Income

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 935

Underlying: Common Stock · 935 shares

Expires 2027-12-15

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 13, 2024 Filed Dec 16, 2024 22:44 UTC
Carter HoracePresident, Fixed Income
GrantRestricted Stock Units · Derivative 3,741 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-010852 · doc4.xml · derivative · entry 1

Carter Horace · CIK 0001902821 · President, Fixed Income

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,741

Underlying: Common Stock · 3,741 shares

Expires 2029-12-15

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 12/15/2027, 20% on 12/15/2028, and 20% on 12/15/2029.

Read SEC document
December 13, 2024 Filed Dec 16, 2024 22:43 UTC
Bunn James EPresident, Capital Markets
GrantRestricted Stock Units · Derivative 1,715 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-010851 · doc4.xml · derivative · entry 5

Bunn James E · CIK 0001706890 · President, Capital Markets

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,715

Underlying: Common Stock · 1,715 shares

Expires 2027-12-15

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 13, 2024 Filed Dec 16, 2024 22:43 UTC
Bunn James EPresident, Capital Markets
GrantRestricted Stock Units · Derivative 3,741 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-010851 · doc4.xml · derivative · entry 4

Bunn James E · CIK 0001706890 · President, Capital Markets

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,741

Underlying: Common Stock · 3,741 shares

Expires 2029-12-15

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

F3 · derivative.exercise_date: RSUs vest 60% on 12/15/2027, 20% on 12/15/2028, and 20% on 12/15/2029.

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December 13, 2024 Filed Dec 16, 2024 18:14 UTC
Shoukry Paul MDirector · President
GrantRestricted Stock Units · Derivative 7,950 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-010836 · doc4.xml · derivative · entry 8

Shoukry Paul M · CIK 0001798349 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,950

Underlying: Common Stock · 7,950 shares

Expires 2027-12-15

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.

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December 13, 2024 Filed Dec 16, 2024 18:14 UTC
Shoukry Paul MDirector · President
GrantRestricted Stock Units · Derivative 6,235 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-010836 · doc4.xml · derivative · entry 7

Shoukry Paul M · CIK 0001798349 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,235

Underlying: Common Stock · 6,235 shares

Expires 2029-12-15

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 12/15/2027, 20% on 12/15/2028, and 20% on 12/15/2029.

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December 13, 2024 Filed Dec 17, 2024 18:03 UTC
Reid Shannon BPresident, ICD
GrantRestricted Stock Units · Derivative 265 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-010878 · doc4.xml · derivative · entry 2

Reid Shannon B · CIK 0002005047 · President, ICD

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 265

Underlying: Common Stock · 265 shares

Expires 2027-12-15

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.

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December 13, 2024 Filed Dec 17, 2024 18:03 UTC
Reid Shannon BPresident, ICD
GrantRestricted Stock Units · Derivative 3,741 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-010878 · doc4.xml · derivative · entry 1

Reid Shannon B · CIK 0002005047 · President, ICD

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,741

Underlying: Common Stock · 3,741 shares

Expires 2029-12-15

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 12/15/2027, 20% on 12/15/2028, and 20% on 12/15/2029.

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December 13, 2024 Filed Dec 17, 2024 18:02 UTC
REILLY PAUL CDirector · Chair & CEO
GrantRestricted Stock Units · Derivative 29,058 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-010877 · doc4.xml · derivative · entry 4

REILLY PAUL C · CIK 0001240439 · Director · Chair & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,058

Underlying: Common Stock · 29,058 shares

Expires 2027-12-15

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.

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December 13, 2024 Filed Dec 17, 2024 18:02 UTC
Raney Steven MExecutive Chair RJBank
GrantRestricted Stock Units · Derivative 1,325 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-010876 · doc4.xml · derivative · entry 5

Raney Steven M · CIK 0001422342 · Executive Chair RJBank

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,325

Underlying: Common Stock · 1,325 shares

Expires 2027-12-15

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.

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December 13, 2024 Filed Dec 17, 2024 18:02 UTC
Raney Steven MExecutive Chair RJBank
GrantRestricted Stock Units · Derivative 3,741 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-010876 · doc4.xml · derivative · entry 4

Raney Steven M · CIK 0001422342 · Executive Chair RJBank

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,741

Underlying: Common Stock · 3,741 shares

Expires 2029-12-15

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 12/15/2027, 20% on 12/15/2028, and 20% on 12/15/2029.

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December 13, 2024 Filed Dec 17, 2024 18:00 UTC
Aisenbrey Christopher SChief Human Resources Officer
GrantRestricted Stock Units · Derivative 624 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-010875 · doc4.xml · derivative · entry 5

Aisenbrey Christopher S · CIK 0001913663 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 624

Underlying: Common Stock · 624 shares

Expires 2027-12-15

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 13, 2024 Filed Dec 17, 2024 18:00 UTC
Aisenbrey Christopher SChief Human Resources Officer
GrantRestricted Stock Units · Derivative 3,741 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-010875 · doc4.xml · derivative · entry 4

Aisenbrey Christopher S · CIK 0001913663 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,741

Underlying: Common Stock · 3,741 shares

Expires 2029-12-15

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

F3 · derivative.exercise_date: RSUs vest 60% on 12/15/2027, 20% on 12/15/2028, and 20% on 12/15/2029.

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December 13, 2024 Filed Dec 17, 2024 16:45 UTC
Curtis Scott AChief Operating Officer
GrantRestricted Stock Units · Derivative 4,053 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-010869 · doc4.xml · derivative · entry 5

Curtis Scott A · CIK 0001601143 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,053

Underlying: Common Stock · 4,053 shares

Expires 2027-12-15

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

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