Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INCRJF · Entity 3126 | Director · Vice Chairman | December 28, 2021 | December 30, 2021 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
RAYMOND JAMES FINANCIAL INC
Report date December 28, 2021 · Filed December 30, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Indirectby Francis S. Godbold Family Trust | 197,000 |
Reported balance
After 2021-12-28 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2021-12-28 · Gift · Disposed 4,750 · Balance 197,000 |
| Common StockSEC Table I · non-derivative | IndirectESOP | 2,740 |
Reported balance
Holding disclosure · report date 2021-12-28 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,740 F1: Includes shares of common stock acquired under the reporting person's Employee Stock Ownership Plan (ESOP) account through December 28, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes shares of common stock acquired under the reporting person's Employee Stock Ownership Plan (ESOP) account through December 28, 2021.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 28, 2021 Filed Dec 30, 2021 01:41 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GiftCommon Stock | 4,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-015278 · doc4.xml · nonDerivative · entry 1 GODBOLD FRANCIS S · CIK 0001182758 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · by Francis S. Godbold Family Trust Disclosed balance after: 197,000 Read SEC document |
| February 24, 2021 Filed Feb 26, 2021 21:02 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | SaleCommon Stock | 25,042 | $121.52 | $3,043,146.41 |
DisclosureSEC source: 0001225208-21-003938 · doc4.xml · nonDerivative · entry 1 GODBOLD FRANCIS S · CIK 0001182758 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · by Francis S. Godbold Family Trust Disclosed balance after: 134,500 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 $121.22 to $121.65. Read SEC document |
| March 12, 2020 Filed Mar 16, 2020 14:09 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | PurchaseCommon Stock | 12,500 | $61.49 | $768,582.50 |
DisclosureSEC source: 0001225208-20-005127 · doc4.xml · nonDerivative · entry 1 GODBOLD FRANCIS S · CIK 0001182758 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · by Francis S. Godbold Family Trust Disclosed balance after: 159,542 F1 · kind: The reporting person effected multiple same-way open market purchase 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 purchased at each separate price. F2 · price: Reflects the weighted average purchase price. The range of prices for such transaction was $61.33 to $61.50. Read SEC document |
| March 09, 2020 Filed Mar 11, 2020 17:40 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | PurchaseCommon Stock | 12,542 | $65.40 | $820,224.22 |
DisclosureSEC source: 0001225208-20-004812 · doc4.xml · nonDerivative · entry 1 GODBOLD FRANCIS S · CIK 0001182758 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · by Francis S. Godbold Family Trust Disclosed balance after: 147,042 F1 · kind: The reporting person effected multiple same-way open market purchase 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 purchased at each separate price. F2 · price: Reflects the weighted average purchase price. The range of prices for such transaction was $64.99 to $65.50. Read SEC document |
| November 25, 2019 Filed Dec 2, 2019 16:18 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-015038 · doc4.xml · nonDerivative · entry 1 GODBOLD FRANCIS S · CIK 0001182758 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · by Francis S. Godbold Family Trust Disclosed balance after: 134,500 Read SEC document |
| December 27, 2018 Filed Dec 28, 2018 16:57 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GiftCommon Stock | 8,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-017052 · doc4.xml · nonDerivative · entry 1 GODBOLD FRANCIS S · CIK 0001182758 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · by Francis S. Godbold Family Trust Disclosed balance after: 144,500 Read SEC document |
| November 21, 2017 Filed Nov 22, 2017 18:55 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | SaleCommon Stock | 45,000 | $85.51 | $3,848,125.50 |
DisclosureSEC source: 0001225208-17-017631 · doc4.xml · nonDerivative · entry 1 GODBOLD FRANCIS S · CIK 0001182758 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · by Francis S. Godbold Family Trust Disclosed balance after: 153,000 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 $85.20 to $85.72. Read SEC document |
| December 28, 2016 Filed May 23, 2017 18:28 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-010276 · doc4.xml · nonDerivative · entry 1 GODBOLD FRANCIS S · CIK 0001182758 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · by Francis S. Godbold Family Trust Disclosed balance after: 198,000 F1 · ownership.nature: Shares previously shown as directly held. Read SEC document |
| November 28, 2016 Filed Nov 29, 2016 21:30 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GiftCommon Stock | 7,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-042348 · doc4.xml · nonDerivative · entry 1 GODBOLD FRANCIS S · CIK 0001182758 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,000 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.