person · Reporting owner

Allaire Bella Loykhter

Disclosed activity across 2 companies

Tapewire entity: 18540
SEC CIK: 0001537767

Reported 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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 API

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 date	Company	Activity / security	Shares / units	Reported price	Reported value	Details
December 15, 2023 Filed Dec 19, 2023 20:34 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Exercise / conversionRestricted Stock Units · Derivative	3,177	$0.00	$0.00	Disclosure SEC source: 0001225208-23-011264 · doc4.xml · derivative · entry 5 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,177 shares Expires 2023-12-15 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. F4 · balance_after: The RSU grant was previously reported as covering 2,118 shares awarded on December 15, 2020, but was adjusted to reflect the 3-for-2 stock split by means of a stock dividend that occurred on September 21, 2021. Read SEC document
December 15, 2023 Filed Dec 19, 2023 20:34 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	GrantRestricted Stock Units · Derivative	5,411	$0.00	$0.00	Disclosure SEC source: 0001225208-23-011264 · doc4.xml · derivative · entry 4 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,411 Underlying: Common Stock · 5,411 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. F3 · derivative.exercise_date: RSUs vest 60% on 12/15/2026, 20% on 12/15/2027, and 20% on 12/15/2028. Read SEC document
December 15, 2023 Filed Dec 19, 2023 20:34 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Tax withholdingCommon Stock	1,175	$110.88	$130,284.00	Disclosure SEC source: 0001225208-23-011264 · doc4.xml · nonDerivative · entry 2 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,097 Read SEC document
December 15, 2023 Filed Dec 19, 2023 20:34 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Exercise / conversionCommon Stock	3,177	$0.00	$0.00	Disclosure SEC source: 0001225208-23-011264 · 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: 95,272 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, 2023 Filed Dec 1, 2023 13:40 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Exercise / conversionRestricted Stock Units · Derivative	4,500	$0.00	$0.00	Disclosure SEC source: 0001225208-23-010562 · doc4.xml · derivative · entry 8 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 4,500 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. F2 · 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 and will vest 20% on 11/30/2024 and 20% on 11/30/2025. F6 · balance_after: The RSU grant was previously reported as covering 5,000 shares awarded on December 3, 2020, but was adjusted to reflect the 3-for-2 stock split by means of a stock dividend that occurred on September 21, 2021. Read SEC document
November 30, 2023 Filed Dec 1, 2023 13:40 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Tax withholdingCommon Stock	1,585	$103.75	$164,443.75	Disclosure SEC source: 0001225208-23-010562 · doc4.xml · nonDerivative · entry 5 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,095 Read SEC document
November 30, 2023 Filed Dec 1, 2023 13:40 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Exercise / conversionCommon Stock	4,500	$0.00	$0.00	Disclosure SEC source: 0001225208-23-010562 · doc4.xml · nonDerivative · entry 4 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,680 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. F2 · 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, 2023 Filed Dec 1, 2023 13:40 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Exercise / conversionRestricted Stock Units · Derivative	1,500	$0.00	$0.00	Disclosure SEC source: 0001225208-23-010562 · doc4.xml · derivative · entry 7 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,500 shares Expires 2023-11-29 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. F2 · 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 11/29/2021, 20% on 11/29/2022, and 20% on 11/29/2023. Read SEC document
November 29, 2023 Filed Dec 1, 2023 13:40 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Tax withholdingCommon Stock	330	$102.73	$33,900.90	Disclosure SEC source: 0001225208-23-010562 · doc4.xml · nonDerivative · entry 3 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,180 Read SEC document
November 29, 2023 Filed Dec 1, 2023 13:40 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Exercise / conversionCommon Stock	1,500	$0.00	$0.00	Disclosure SEC source: 0001225208-23-010562 · doc4.xml · nonDerivative · entry 2 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,510 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. F2 · 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 22, 2023 Filed Nov 24, 2023 16:55 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Exercise / conversionRestricted Stock Units · Derivative	1,500	$0.00	$0.00	Disclosure SEC source: 0001225208-23-010422 · doc4.xml · derivative · entry 4 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,500 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. F3 · derivative.exercise_date: RSUs vested 60% on 11/22/2022, 20% on 11/22/2023, and will vest 20% on 11/22/2024. Read SEC document
November 22, 2023 Filed Nov 24, 2023 16:55 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Tax withholdingCommon Stock	330	$104.27	$34,409.10	Disclosure SEC source: 0001225208-23-010422 · doc4.xml · nonDerivative · entry 2 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,244 Read SEC document
November 22, 2023 Filed Nov 24, 2023 16:55 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Exercise / conversionCommon Stock	1,500	$0.00	$0.00	Disclosure SEC source: 0001225208-23-010422 · 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: 83,574 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 20, 2023 Filed Dec 1, 2023 13:40 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	GrantCommon Stock	4,766	$0.00	$0.00	Disclosure SEC source: 0001225208-23-010562 · 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: 86,840 F1 · shares: Vesting of Performance Restricted Stock Units (PRSUs) granted on 12/15/2020. The PRSU grant was adjusted to reflect the stock split that occurred on September 21, 2021. Read SEC document
January 03, 2023 Filed Jan 5, 2023 18:07 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Tax withholdingCommon Stock	1,157	$106.11	$122,769.27	Disclosure SEC source: 0001225208-23-000370 · doc4.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,074 Read SEC document
January 03, 2023 Filed Jan 5, 2023 21:33 UTC	XPO, Inc. XPO · Entity 3242	GrantRestricted Stock Unit · Derivative	5,480	$0.00	$0.00	Disclosure SEC source: 0001166003-23-000008 · wf-form4_167295439169880.xml · derivative · entry 3 Allaire Bella Loykhter · CIK 0001537767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,480 Underlying: Common Stock, par value $0.001 per share · 5,480 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, 2024, 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, 2024, subject to the Reporting Person's continued service as a director of the Issuer. Read SEC document
January 03, 2023 Filed Jan 5, 2023 21:33 UTC	XPO, Inc. XPO · Entity 3242	Exercise / conversionRestricted Stock Unit · Derivative	902	$0.00	$0.00	Disclosure SEC source: 0001166003-23-000008 · wf-form4_167295439169880.xml · derivative · entry 2 Allaire Bella Loykhter · CIK 0001537767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.001 per share · 902 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 3, 2023. F2 · derivative.expiration_date: The RSUs vested in full on January 3, 2023. Read SEC document
January 03, 2023 Filed Jan 5, 2023 21:33 UTC	XPO, Inc. XPO · Entity 3242	Exercise / conversionCommon Stock, par value $0.001 per share	902	$0.00	$0.00	Disclosure SEC source: 0001166003-23-000008 · wf-form4_167295439169880.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 902 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, 2022 Filed Dec 15, 2022 22:12 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	GrantRestricted Stock Units · Derivative	3,287	$0.00	$0.00	Disclosure SEC source: 0001225208-22-012846 · doc4.xml · derivative · entry 6 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,287 Underlying: Common Stock · 3,287 shares Expires 2025-12-15 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, 2022 Filed Dec 15, 2022 22:12 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	GrantRestricted Stock Units · Derivative	5,440	$0.00	$0.00	Disclosure SEC source: 0001225208-22-012846 · doc4.xml · derivative · entry 5 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,440 Underlying: Common Stock · 5,440 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 · derivative.exercise_date: RSUs vest 60% on 12/15/2025, 20% on 12/15/2026, and 20% on 12/15/2027. Read SEC document
December 13, 2022 Filed Dec 15, 2022 22:12 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Exercise / conversionRestricted Stock Units · Derivative	4,019	$0.00	$0.00	Disclosure SEC source: 0001225208-22-012846 · doc4.xml · derivative · entry 4 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,019 shares Expires 2022-12-13 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 · balance_after: The RSU grant was previously reported as covering 2,679 shares awarded on December 13, 2019, but was adjusted to reflect the 3-for-2 stock split by means of a stock dividend that occurred on September 21, 2021. Read SEC document
December 13, 2022 Filed Dec 15, 2022 22:12 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Tax withholdingCommon Stock	1,487	$111.52	$165,830.24	Disclosure SEC source: 0001225208-22-012846 · doc4.xml · nonDerivative · entry 2 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,231 Read SEC document
December 13, 2022 Filed Dec 15, 2022 22:12 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Exercise / conversionCommon Stock	4,019	$0.00	$0.00	Disclosure SEC source: 0001225208-22-012846 · doc4.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,718 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, 2022 Filed Dec 1, 2022 18:21 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Exercise / conversionRestricted Stock Units · Derivative	1,500	$0.00	$0.00	Disclosure SEC source: 0001225208-22-012026 · doc4.xml · derivative · entry 8 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,500 shares Expires 2022-11-30 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 11/30/2020, 20% on 11/30/2021, and 20% on 11/30/2022. Read SEC document
November 30, 2022 Filed Dec 1, 2022 18:21 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Tax withholdingCommon Stock	590	$116.90	$68,971.00	Disclosure SEC source: 0001225208-22-012026 · doc4.xml · nonDerivative · entry 5 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,699 Read SEC document
November 30, 2022 Filed Dec 1, 2022 18:21 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Exercise / conversionCommon Stock	1,500	$0.00	$0.00	Disclosure SEC source: 0001225208-22-012026 · doc4.xml · nonDerivative · entry 4 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,289 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, 2022 Filed Dec 1, 2022 18:21 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	GrantCommon Stock	5,263	$0.00	$0.00	Disclosure SEC source: 0001225208-22-012026 · doc4.xml · nonDerivative · entry 3 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,789 F2 · shares: Vesting of Performance Restricted Stock Units (PRSUs) granted on 12/13/2019. The PRSU grant was adjusted to reflect the stock split that occurred on September 21, 2021. Read SEC document
November 29, 2022 Filed Dec 1, 2022 18:21 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Exercise / conversionRestricted Stock Units · Derivative	1,500	$0.00	$0.00	Disclosure SEC source: 0001225208-22-012026 · doc4.xml · derivative · entry 7 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 Underlying: Common Stock · 1,500 shares Expires 2023-11-29 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 11/29/2021, 20% on 11/29/2022, and will vest 20% on 11/29/2023. Read SEC document
November 29, 2022 Filed Dec 1, 2022 18:21 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Tax withholdingCommon Stock	555	$115.37	$64,030.35	Disclosure SEC source: 0001225208-22-012026 · doc4.xml · nonDerivative · entry 2 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,526 Read SEC document
November 29, 2022 Filed Dec 1, 2022 18:21 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Exercise / conversionCommon Stock	1,500	$0.00	$0.00	Disclosure SEC source: 0001225208-22-012026 · doc4.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,081 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 22, 2022 Filed Nov 25, 2022 14:55 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Exercise / conversionRestricted Stock Units · Derivative	4,500	$0.00	$0.00	Disclosure SEC source: 0001225208-22-011913 · doc4.xml · derivative · entry 4 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 4,500 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. F3 · derivative.exercise_date: RSUs vested 60% on 11/22/2022 and will vest 20% on 11/22/2023 and 20% on 11/22/2024. F4 · balance_after: The RSU grant was previously reported as covering 5,000 shares awarded on November 22, 2019, but was adjusted to reflect the 3-for-2 stock split by means of a stock dividend that occurred on September 21, 2021. Read SEC document
November 22, 2022 Filed Nov 25, 2022 14:55 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Tax withholdingCommon Stock	1,176	$123.52	$145,259.52	Disclosure SEC source: 0001225208-22-011913 · doc4.xml · nonDerivative · entry 2 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,581 Read SEC document
November 22, 2022 Filed Nov 25, 2022 14:55 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Exercise / conversionCommon Stock	4,500	$0.00	$0.00	Disclosure SEC source: 0001225208-22-011913 · doc4.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,757 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 15, 2022 Filed Nov 18, 2022 00:26 UTC	XPO, Inc. XPO · Entity 3242	GrantRestricted Stock Unit · Derivative	902	$0.00	$0.00	Disclosure SEC source: 0001166003-22-000075 · wf-form4_166873117304969.xml · derivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 902 Underlying: Common Stock, par value $0.001 per share · 902 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. F2 · derivative.exercise_date: The RSUs shall vest in full on January 3, 2023, subject to the Reporting Person's continued service as a director of the Issuer. F2 · derivative.expiration_date: The RSUs shall vest in full on January 3, 2023, subject to the Reporting Person's continued service as a director of the Issuer. Read SEC document
October 11, 2022 Filed Oct 13, 2022 13:19 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	GiftCommon Stock	100	$0.00	$0.00	Disclosure SEC source: 0001225208-22-010956 · doc4.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,257 Read SEC document
February 10, 2022 Filed Feb 14, 2022 16:59 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	SaleCommon Stock	15,000	$114.78	$1,721,700.00	Disclosure SEC source: 0001225208-22-001981 · doc4.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,357 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 $114.78 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 $114.78 per share for purposes of determining the number of shares of the exchange fund issuable to the reporting person. Read SEC document
January 03, 2022 Filed Jan 5, 2022 17:18 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Tax withholdingCommon Stock	1,247	$102.86	$128,266.42	Disclosure SEC source: 0001225208-22-000376 · doc4.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,357 Read SEC document
December 15, 2021 Filed Dec 16, 2021 18:43 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	GrantRestricted Stock Units · Derivative	2,853	$0.00	$0.00	Disclosure SEC source: 0001225208-21-015031 · doc4.xml · derivative · entry 5 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,853 Underlying: Common Stock · 2,853 shares Expires 2024-12-15 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 14, 2021 Filed Dec 16, 2021 18:43 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Exercise / conversionRestricted Stock Units · Derivative	4,466	$0.00	$0.00	Disclosure SEC source: 0001225208-21-015031 · doc4.xml · derivative · entry 4 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,466 shares Expires 2021-12-14 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 · balance_after: The RSU grant was previously reported as covering 2,977 shares awarded on December 14, 2018, but was adjusted to reflect the 3-for-2 stock split by means of a stock dividend that occurred on September 21, 2021. Read SEC document
December 14, 2021 Filed Dec 16, 2021 18:43 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Tax withholdingCommon Stock	1,652	$96.40	$159,252.80	Disclosure SEC source: 0001225208-21-015031 · doc4.xml · nonDerivative · entry 2 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,604 Read SEC document
December 14, 2021 Filed Dec 16, 2021 18:43 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Exercise / conversionCommon Stock	4,466	$0.00	$0.00	Disclosure SEC source: 0001225208-21-015031 · doc4.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,256 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, 2021 Filed Dec 6, 2021 20:12 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	GrantRestricted Stock Units · Derivative	6,321	$0.00	$0.00	Disclosure SEC source: 0001225208-21-014485 · doc4.xml · derivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,321 Underlying: Common Stock · 6,321 shares Expires 2026-11-30 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 11/30/2024, 20% on 11/30/2025, and 20% on 11/30/2026. Read SEC document
December 01, 2021 Filed Dec 2, 2021 23:31 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	GrantCommon Stock	5,670	$0.00	$0.00	Disclosure SEC source: 0001225208-21-014390 · doc4.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,790 F1 · shares: Vesting of Performance Restricted Stock Units (PRSUs) granted on 12/14/2018. The PRSU grant was adjusted to reflect the stock split that occurred on September 21, 2021. Read SEC document
November 30, 2021 Filed Dec 1, 2021 19:42 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Exercise / conversionRestricted Stock Units · Derivative	1,500	$0.00	$0.00	Disclosure SEC source: 0001225208-21-014262 · doc4.xml · derivative · entry 10 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 Underlying: Common Stock · 1,500 shares Expires 2022-11-30 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. F7 · derivative.exercise_date: RSUs vested 60% on 11/30/2020, 20% on 11/30/2021, and will vest 20% on 11/30/2022. F8 · balance_after: The RSU grant was previously reported as covering 5,000 shares awarded on November 30, 2017 of which 2,000 shares remained outstanding, but was adjusted to reflect the 3-for-2 stock split by means of a stock dividend that occurred on September 21, 2021. Read SEC document
November 30, 2021 Filed Dec 1, 2021 19:42 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Exercise / conversionRestricted Stock Units · Derivative	2,100	$0.00	$0.00	Disclosure SEC source: 0001225208-21-014262 · doc4.xml · derivative · entry 9 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,100 shares Expires 2021-11-30 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 11/30/2019, 20% on 11/30/2020, and 20% on 11/30/2021. F6 · balance_after: The RSU grant was previously reported as covering 7,000 shares awarded on November 30, 2016, of which 1,400 shares remained outstanding, but was adjusted to reflect the 3-for-2 stock split by means of a stock dividend that occurred on September 21, 2021. Read SEC document
November 30, 2021 Filed Dec 1, 2021 19:42 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Tax withholdingCommon Stock	633	$98.29	$62,217.57	Disclosure SEC source: 0001225208-21-014262 · doc4.xml · nonDerivative · entry 6 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,120 Read SEC document
November 30, 2021 Filed Dec 1, 2021 19:42 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Tax withholdingCommon Stock	452	$98.29	$44,427.08	Disclosure SEC source: 0001225208-21-014262 · doc4.xml · nonDerivative · entry 5 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,753 Read SEC document
November 30, 2021 Filed Dec 1, 2021 19:42 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Exercise / conversionCommon Stock	1,500	$0.00	$0.00	Disclosure SEC source: 0001225208-21-014262 · doc4.xml · nonDerivative · entry 4 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,205 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, 2021 Filed Dec 1, 2021 19:42 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Exercise / conversionCommon Stock	2,100	$0.00	$0.00	Disclosure SEC source: 0001225208-21-014262 · doc4.xml · nonDerivative · entry 3 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,705 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, 2021 Filed Dec 1, 2021 19:42 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Exercise / conversionRestricted Stock Units · Derivative	4,500	$0.00	$0.00	Disclosure SEC source: 0001225208-21-014262 · doc4.xml · derivative · entry 8 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 4,500 shares Expires 2023-11-29 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 11/29/2021, will vest 20% on 11/29/2022, and 20% on 11/29/2023. F4 · balance_after: The RSU grant was previously reported as covering 5,000 shares awarded on November 29, 2018, but was adjusted to reflect the 3-for-2 stock split by means of a stock dividend that occurred on September 21, 2021. 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.