person · Reporting owner
Allaire Bella Loykhter
Disclosed activity across 2 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INCRJF · Entity 3126 | Chief Admin Officer | August 28, 2026 | August 31, 2026 |
| XPO, Inc.XPO · Entity 3242 | Director | January 02, 2026 | January 05, 2026 |
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 August 28, 2026 · Filed August 31, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 46,086 |
Reported balance
After 2026-08-28 transaction · row 1
1 source rowRow 1 · 2026-08-28 · Sale · Disposed 7,500 · Balance 46,086 F1: 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: Reflects the weighted average sale price. The range of prices for such transaction was $177.58 to $177.59. |
| Common StockSEC Table I · non-derivative | IndirectESOP | 1,300 |
Reported balance
Holding disclosure · report date 2026-08-28 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,300 F3: Includes shares of common stock acquired under the reporting person's Employee Stock Ownership Plan (ESOP) account through August 28, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: Reflects the weighted average sale price. The range of prices for such transaction was $177.58 to $177.59.
F3: Includes shares of common stock acquired under the reporting person's Employee Stock Ownership Plan (ESOP) account through August 28, 2026.
XPO, Inc.
Report date January 02, 2026 · Filed January 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,916 |
Reported balance
After 2026-01-02 transaction · row 1
1 source rowRow 1 · 2026-01-02 · Exercise / conversion · Acquired 1,374 · Balance 9,916 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-01-02 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-01-02 · Exercise / conversion · Disposed 1,374 · Balance 0 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock. F2: The RSUs vested in full on January 2, 2026. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 1,357 |
Reported balance
After 2026-01-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-01-02 · Grant · Acquired 1,357 · Balance 1,357 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock. F3: The RSUs shall vest in full on January 4, 2027, subject to the Reporting Person's continued service as a director of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock.
F2: The RSUs vested in full on January 2, 2026.
F3: The RSUs shall vest in full on January 4, 2027, subject to the Reporting Person's continued service as a director of the Issuer.
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 |
|---|---|---|---|---|---|---|
| August 28, 2026 Filed Aug 31, 2026 21:21 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | SaleCommon Stock | 7,500 | $177.60 | $1,331,981.25 |
DisclosureSEC source: 0001225208-26-007407 · doc4.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,086 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 $177.58 to $177.59. Read SEC document |
| March 19, 2026 Filed Mar 20, 2026 19:00 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | SaleCommon Stock | 29,551 | $142.34 | $4,206,289.34 |
DisclosureSEC source: 0001225208-26-003890 · doc4.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,586 F1 · kind: The reporting person contributed the registrant's common stock to an exchange fund in exchange for shares of the exchange fund. The registrant's common stock was valued at $142.34 per share for purposes of determining the number of shares of the exchange fund issuable to the reporting person. F1 · price: The reporting person contributed the registrant's common stock to an exchange fund in exchange for shares of the exchange fund. The registrant's common stock was valued at $142.34 per share for purposes of determining the number of shares of the exchange fund issuable to the reporting person. Read SEC document |
| January 02, 2026 Filed Jan 5, 2026 22:00 UTC | XPO, Inc. XPO · Entity 3242 | GrantRestricted Stock Unit · Derivative | 1,357 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-26-000007 · wk-form4_1767650410.xml · derivative · entry 3 Allaire Bella Loykhter · CIK 0001537767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,357 Underlying: Common Stock · 1,357 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock. F3 · derivative.exercise_date: The RSUs shall vest in full on January 4, 2027, subject to the Reporting Person's continued service as a director of the Issuer. F3 · derivative.expiration_date: The RSUs shall vest in full on January 4, 2027, subject to the Reporting Person's continued service as a director of the Issuer. Read SEC document |
| January 02, 2026 Filed Jan 5, 2026 22:00 UTC | XPO, Inc. XPO · Entity 3242 | Exercise / conversionRestricted Stock Units · Derivative | 1,374 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-26-000007 · wk-form4_1767650410.xml · derivative · entry 2 Allaire Bella Loykhter · CIK 0001537767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,374 shares Expires not disclosed 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 settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock. F2 · derivative.exercise_date: The RSUs vested in full on January 2, 2026. F2 · derivative.expiration_date: The RSUs vested in full on January 2, 2026. Read SEC document |
| January 02, 2026 Filed Jan 5, 2026 22:00 UTC | XPO, Inc. XPO · Entity 3242 | Exercise / conversionCommon Stock | 1,374 | $138.79 | $190,697.46 |
DisclosureSEC source: 0001166003-26-000007 · wk-form4_1767650410.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,916 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. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 13:29 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 3,357 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-010063 · doc4.xml · derivative · entry 10 Allaire Bella Loykhter · CIK 0001537767 · Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,357 Underlying: Common Stock · 3,357 shares Expires 2028-12-15 F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F5 · shares: Award of RSUs as a portion of annual bonus under Amended and Restated 2012 Stock Incentive Plan. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 13:29 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 3,287 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-010063 · doc4.xml · derivative · entry 9 Allaire Bella Loykhter · CIK 0001537767 · Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,287 shares Expires 2025-12-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 13:29 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 3,661 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-010063 · doc4.xml · derivative · entry 8 Allaire Bella Loykhter · CIK 0001537767 · Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,661 Underlying: Common Stock · 3,661 shares Expires 2030-12-15 F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F4 · derivative.exercise_date: RSUs vest 60% on 12/15/2028, 20% on 12/15/2029, and 20% on 12/15/2030. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 13:29 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 3,264 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-010063 · doc4.xml · derivative · entry 7 Allaire Bella Loykhter · CIK 0001537767 · Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,176 Underlying: Common Stock · 3,264 shares Expires 2027-12-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F3 · derivative.exercise_date: RSUs vested 60% on 12/15/2025 and will vest 20% on 12/15/2026 and 20% on 12/15/2027. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 13:29 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 1,574 | $163.85 | $257,899.90 |
DisclosureSEC source: 0001225208-25-010063 · doc4.xml · nonDerivative · entry 5 Allaire Bella Loykhter · CIK 0001537767 · Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,137 Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 13:29 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 1,217 | $163.85 | $199,405.45 |
DisclosureSEC source: 0001225208-25-010063 · doc4.xml · nonDerivative · entry 4 Allaire Bella Loykhter · CIK 0001537767 · Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,711 Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 13:29 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 1,207 | $163.85 | $197,766.95 |
DisclosureSEC source: 0001225208-25-010063 · doc4.xml · nonDerivative · entry 3 Allaire Bella Loykhter · CIK 0001537767 · Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,928 Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 13:29 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 3,264 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-010063 · doc4.xml · nonDerivative · entry 2 Allaire Bella Loykhter · CIK 0001537767 · Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,135 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 13:29 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 3,287 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-010063 · doc4.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,871 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. Read SEC document |
| December 02, 2025 Filed Dec 4, 2025 21:18 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantCommon Stock | 4,256 | $0.00 | $0.00 |
DisclosureSEC 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 |
| November 30, 2025 Filed Dec 2, 2025 21:57 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 1,264 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-009591 · doc4.xml · derivative · entry 7 Allaire Bella Loykhter · CIK 0001537767 · Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,264 Underlying: Common Stock · 1,264 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 21:57 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-009591 · 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 · 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 21:57 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 555 | $156.54 | $86,879.70 |
DisclosureSEC source: 0001225208-25-009591 · doc4.xml · nonDerivative · entry 4 Allaire Bella Loykhter · CIK 0001537767 · Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,328 Read SEC document |
| November 30, 2025 Filed Dec 2, 2025 21:57 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 467 | $156.54 | $73,104.18 |
DisclosureSEC source: 0001225208-25-009591 · doc4.xml · nonDerivative · entry 3 Allaire Bella Loykhter · CIK 0001537767 · Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,883 Read SEC document |
| November 30, 2025 Filed Dec 2, 2025 21:57 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 1,264 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-009591 · doc4.xml · nonDerivative · entry 2 Allaire Bella Loykhter · CIK 0001537767 · Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,350 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 21:57 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-009591 · doc4.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,086 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 |
| May 29, 2025 Filed May 30, 2025 20:22 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | SaleCommon Stock | 6,570 | $146.61 | $963,227.70 |
DisclosureSEC source: 0001225208-25-005547 · doc4.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,586 Read SEC document |
| January 02, 2025 Filed Jan 3, 2025 19:46 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 1,063 | $155.33 | $165,115.79 |
DisclosureSEC 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 21:58 UTC | XPO, Inc. XPO · Entity 3242 | GrantRestricted Stock Units · Derivative | 1,374 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-25-000008 · wk-form4_1736200684.xml · derivative · entry 3 Allaire Bella Loykhter · CIK 0001537767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,374 Underlying: Common Stock · 1,374 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock. F3 · derivative.exercise_date: The RSUs shall vest in full on January 2, 2026, subject to the Reporting Person's continued service as a director of the Issuer. F3 · derivative.expiration_date: The RSUs shall vest in full on January 2, 2026, subject to the Reporting Person's continued service as a director of the Issuer. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 21:58 UTC | XPO, Inc. XPO · Entity 3242 | Exercise / conversionRestricted Stock Unit · Derivative | 2,160 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-25-000008 · wk-form4_1736200684.xml · derivative · entry 2 Allaire Bella Loykhter · CIK 0001537767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,160 shares Expires not disclosed 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 settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock. F2 · derivative.exercise_date: The RSUs vested in full on January 2, 2025. F2 · derivative.expiration_date: The RSUs vested in full on January 2, 2025. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 21:58 UTC | XPO, Inc. XPO · Entity 3242 | Exercise / conversionCommon Stock | 2,160 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-25-000008 · wk-form4_1736200684.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,542 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. Read SEC document |
| December 15, 2024 Filed Dec 17, 2024 16:44 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 2,853 | $0.00 | $0.00 |
DisclosureSEC 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 | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 1,055 | $160.49 | $169,316.95 |
DisclosureSEC 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 | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 2,853 | $0.00 | $0.00 |
DisclosureSEC 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 13, 2024 Filed Dec 17, 2024 16:44 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 3,118 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010868 · doc4.xml · derivative · entry 5 Allaire Bella Loykhter · CIK 0001537767 · Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,118 Underlying: Common Stock · 3,118 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 16:44 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 3,741 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010868 · doc4.xml · derivative · entry 4 Allaire Bella Loykhter · CIK 0001537767 · Chief Admin 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. Read SEC document |
| December 03, 2024 Filed Dec 3, 2024 22:29 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | SaleCommon Stock | 3,451 | $165.62 | $571,561.87 |
DisclosureSEC source: 0001225208-24-010473 · doc4.xml · nonDerivative · entry 6 Allaire Bella Loykhter · CIK 0001537767 · Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,421 F2 · kind: The reporting person effected multiple same-way open market sale transactions on the same day at different prices through a trade order executed by a broker-dealer. The reporting person has reported on a single line all such transactions that occurred within a one dollar price range. The reporting person hereby undertakes to provide upon request by the Securities and Exchange Commission staff, the issuer or a shareholder of the issuer, full information regarding the number of shares sold at each separate price. F3 · price: Reflects the weighted average sale price. The range of prices for such transaction was $165.62 to $165.71. Read SEC document |
| November 30, 2024 Filed Dec 3, 2024 22:29 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 3,793 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010473 · doc4.xml · derivative · entry 9 Allaire Bella Loykhter · CIK 0001537767 · Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,528 Underlying: Common Stock · 3,793 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. F6 · derivative.exercise_date: RSUs vested 60% on 11/30/2024 and will vest 20% on 11/30/2025 and 20% on 11/30/2026. Read SEC document |
| November 30, 2024 Filed Dec 3, 2024 22:29 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010473 · doc4.xml · derivative · entry 8 Allaire Bella Loykhter · CIK 0001537767 · Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,500 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. F5 · derivative.exercise_date: RSUs vested 60% on 11/30/2023, 20% on 11/30/2024, and will vest 20% on 11/30/2025. Read SEC document |
| November 30, 2024 Filed Dec 3, 2024 22:29 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 1,320 | $169.28 | $223,449.60 |
DisclosureSEC source: 0001225208-24-010473 · doc4.xml · nonDerivative · entry 5 Allaire Bella Loykhter · CIK 0001537767 · Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,872 Read SEC document |
| November 30, 2024 Filed Dec 3, 2024 22:29 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 522 | $169.28 | $88,364.16 |
DisclosureSEC source: 0001225208-24-010473 · doc4.xml · nonDerivative · entry 4 Allaire Bella Loykhter · CIK 0001537767 · Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,192 Read SEC document |
| November 30, 2024 Filed Dec 3, 2024 22:29 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010473 · doc4.xml · nonDerivative · entry 3 Allaire Bella Loykhter · CIK 0001537767 · Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,714 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, 2024 Filed Dec 3, 2024 22:29 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 3,793 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010473 · doc4.xml · nonDerivative · entry 2 Allaire Bella Loykhter · CIK 0001537767 · Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,214 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 29, 2024 Filed Dec 3, 2024 22:29 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | SaleCommon Stock | 1,170 | $169.43 | $198,229.12 |
DisclosureSEC source: 0001225208-24-010473 · doc4.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,421 Read SEC document |
| November 25, 2024 Filed Nov 26, 2024 21:02 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantCommon Stock | 4,835 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010209 · doc4.xml · nonDerivative · entry 3 Allaire Bella Loykhter · CIK 0001537767 · Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,591 F2 · shares: Vesting of Performance Restricted Stock Units (PRSUs) granted on 12/15/2021. Read SEC document |
| November 22, 2024 Filed Nov 26, 2024 21:02 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010209 · doc4.xml · derivative · entry 5 Allaire Bella Loykhter · CIK 0001537767 · Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,500 shares Expires 2024-11-22 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 11/22/2022, 20% on 11/22/2023, and 20% on 11/22/2024. Read SEC document |
| November 22, 2024 Filed Nov 26, 2024 21:02 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 330 | $163.78 | $54,047.40 |
DisclosureSEC source: 0001225208-24-010209 · doc4.xml · nonDerivative · entry 2 Allaire Bella Loykhter · CIK 0001537767 · Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,756 Read SEC document |
| November 22, 2024 Filed Nov 26, 2024 21:02 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010209 · doc4.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,086 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 |
| July 31, 2024 Filed Aug 2, 2024 12:17 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | SaleCommon Stock | 17,363 | $115.00 | $1,996,684.23 |
DisclosureSEC source: 0001225208-24-007787 · doc4.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,586 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 $114.93 to $115.46. Read SEC document |
| April 29, 2024 Filed Apr 30, 2024 14:40 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GiftCommon Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-005378 · doc4.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,949 Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 19:55 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 1,048 | $111.50 | $116,852.00 |
DisclosureSEC source: 0001225208-24-000190 · doc4.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,049 Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 21:16 UTC | XPO, Inc. XPO · Entity 3242 | GrantRestricted Stock Unit · Derivative | 2,160 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-24-000011 · wk-form4_1704316576.xml · derivative · entry 3 Allaire Bella Loykhter · CIK 0001537767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,160 Underlying: Common Stock · 2,160 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock. F3 · derivative.exercise_date: The RSUs shall vest in full on January 2, 2025, subject to the Reporting Person's continued service as a director of the Issuer. F3 · derivative.expiration_date: The RSUs shall vest in full on January 2, 2025, subject to the Reporting Person's continued service as a director of the Issuer. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 21:16 UTC | XPO, Inc. XPO · Entity 3242 | Exercise / conversionRestricted Stock Unit · Derivative | 5,480 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-24-000011 · wk-form4_1704316576.xml · derivative · entry 2 Allaire Bella Loykhter · CIK 0001537767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,480 shares Expires not disclosed 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 settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock. F2 · derivative.exercise_date: The RSUs vested in full on January 2, 2024. F2 · derivative.expiration_date: The RSUs vested in full on January 2, 2024. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 21:16 UTC | XPO, Inc. XPO · Entity 3242 | Exercise / conversionCommon Stock | 5,480 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-24-000011 · wk-form4_1704316576.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,382 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. Read SEC document |
| December 15, 2023 Filed Dec 19, 2023 20:34 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 3,946 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011264 · doc4.xml · derivative · entry 6 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,946 Underlying: Common Stock · 3,946 shares Expires 2026-12-15 F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F5 · shares: Award of RSUs as a portion of annual bonus under Amended and Restated 2012 Stock Incentive Plan. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.