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
November 29, 2021 Filed Dec 1, 2021 19:42 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Tax withholdingCommon Stock	1,095	$100.57	$110,124.15	Disclosure SEC source: 0001225208-21-014262 · doc4.xml · nonDerivative · entry 2 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,605 Read SEC document
November 29, 2021 Filed Dec 1, 2021 19:42 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Exercise / conversionCommon Stock	4,500	$0.00	$0.00	Disclosure SEC source: 0001225208-21-014262 · doc4.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,700 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 12, 2021 Filed Nov 23, 2021 17:28 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	GiftCommon Stock	100	$0.00	$0.00	Disclosure SEC source: 0001225208-21-014067 · doc4.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,200 F1 · balance_after: On September 21, 2021, the common stock of RJF split 3-for-2, resulting in the reporting person's ownership of additional shares of common stock. Read SEC document
March 29, 2021 Filed Apr 9, 2021 20:48 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	SaleCommon Stock	9,330	$123.59	$1,153,094.70	Disclosure SEC source: 0001225208-21-006696 · doc4.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,200 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 $123.59 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 $123.59 per share for purposes of determining the number of shares of the exchange fund issuable to the reporting person. Read SEC document
January 04, 2021 Filed Jan 6, 2021 20:50 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Tax withholdingCommon Stock	595	$94.03	$55,947.85	Disclosure SEC source: 0001225208-21-000511 · doc4.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,530 Read SEC document
December 15, 2020 Filed Dec 17, 2020 17:42 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	GrantRestricted Stock Units · Derivative	2,118	$0.00	$0.00	Disclosure SEC source: 0001225208-20-014798 · doc4.xml · derivative · entry 5 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,118 Underlying: Common Stock · 2,118 shares Expires 2023-12-15 F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F3 · shares: Award of RSUs as a portion of annual bonus under Amended and Restated 2012 Stock Incentive Plan. Read SEC document
December 15, 2020 Filed Dec 17, 2020 17:42 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Exercise / conversionRestricted Stock Units · Derivative	2,164	$0.00	$0.00	Disclosure SEC source: 0001225208-20-014798 · 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 · 2,164 shares Expires 2020-12-15 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, 2020 Filed Dec 17, 2020 17:42 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Tax withholdingCommon Stock	800	$93.49	$74,792.00	Disclosure SEC source: 0001225208-20-014798 · doc4.xml · nonDerivative · entry 2 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,125 Read SEC document
December 15, 2020 Filed Dec 17, 2020 17:42 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Exercise / conversionCommon Stock	2,164	$0.00	$0.00	Disclosure SEC source: 0001225208-20-014798 · doc4.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,925 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 09, 2020 Filed Dec 11, 2020 13:30 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	SaleCommon Stock	1,546	$92.20	$142,535.94	Disclosure SEC source: 0001225208-20-014542 · doc4.xml · nonDerivative · entry 4 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,761 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. F5 · price: Reflects the weighted average sale price. The range of prices for such transaction was $92.16 to $92.22. Read SEC document
December 09, 2020 Filed Dec 11, 2020 13:30 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	SaleCommon Stock	1,413	$92.23	$130,326.78	Disclosure SEC source: 0001225208-20-014542 · doc4.xml · nonDerivative · entry 3 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,307 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. F4 · price: Reflects the weighted average sale price. The range of prices for such transaction was $92.20 to $92.26. Read SEC document
December 09, 2020 Filed Dec 11, 2020 13:30 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	SaleCommon Stock	1,219	$92.27	$112,480.30	Disclosure SEC source: 0001225208-20-014542 · doc4.xml · nonDerivative · entry 2 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,720 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. F3 · price: Reflects the weighted average sale price. The range of prices for such transaction was $92.26 to $92.30. Read SEC document
December 09, 2020 Filed Dec 11, 2020 13:30 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	SaleCommon Stock	1,135	$92.24	$104,686.84	Disclosure SEC source: 0001225208-20-014542 · doc4.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,939 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 $92.21 to $92.25. Read SEC document
December 03, 2020 Filed Dec 4, 2020 16:44 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	GrantRestricted Stock Units · Derivative	5,000	$0.00	$0.00	Disclosure SEC source: 0001225208-20-014257 · doc4.xml · derivative · entry 3 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2025-11-30 F3 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F4 · derivative.exercise_date: RSUs vest 60% on 11/30/2023, 20% on 11/30/2024, and 20% on 11/30/2025. Read SEC document
December 02, 2020 Filed Dec 4, 2020 16:44 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	GrantCommon Stock	2,705	$0.00	$0.00	Disclosure SEC source: 0001225208-20-014257 · doc4.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,074 F1 · shares: Vesting of Performance Restricted Stock Units (PRSUs) granted on 12/15/2017. Read SEC document
November 30, 2020 Filed Dec 2, 2020 15:48 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Exercise / conversionRestricted Stock Units · Derivative	3,000	$0.00	$0.00	Disclosure SEC source: 0001225208-20-014085 · doc4.xml · derivative · entry 7 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Underlying: Common Stock · 3,000 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. F4 · derivative.exercise_date: RSUs vested 60% on 11/30/2020, and will vest 20% on 11/30/2021, and 20% on 11/30/2022. Read SEC document
November 30, 2020 Filed Dec 2, 2020 15:48 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Exercise / conversionRestricted Stock Units · Derivative	1,400	$0.00	$0.00	Disclosure SEC source: 0001225208-20-014085 · doc4.xml · derivative · entry 6 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,400 Underlying: Common Stock · 1,400 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. F3 · derivative.exercise_date: RSUs vested 60% on 11/30/2019, 20% on 11/30/2020, and will vest 20% on 11/30/2021. Read SEC document
November 30, 2020 Filed Dec 2, 2020 15:48 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Tax withholdingCommon Stock	698	$90.95	$63,483.10	Disclosure SEC source: 0001225208-20-014085 · doc4.xml · nonDerivative · entry 4 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,369 Read SEC document
November 30, 2020 Filed Dec 2, 2020 15:48 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Tax withholdingCommon Stock	325	$90.95	$29,558.75	Disclosure SEC source: 0001225208-20-014085 · doc4.xml · nonDerivative · entry 3 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,067 Read SEC document
November 30, 2020 Filed Dec 2, 2020 15:48 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Exercise / conversionCommon Stock	1,400	$0.00	$0.00	Disclosure SEC source: 0001225208-20-014085 · doc4.xml · nonDerivative · entry 2 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,392 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, 2020 Filed Dec 2, 2020 15:48 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Exercise / conversionCommon Stock	3,000	$0.00	$0.00	Disclosure SEC source: 0001225208-20-014085 · doc4.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,992 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 18, 2020 Filed Nov 20, 2020 20:30 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Exercise / conversionRestricted Stock Units · Derivative	1,500	$0.00	$0.00	Disclosure SEC source: 0001225208-20-013733 · 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 · 1,500 shares Expires 2020-11-18 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 11/18/2018, 20% on 11/18/2019, and 20% on 11/18/2020. Read SEC document
November 18, 2020 Filed Nov 20, 2020 20:30 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Tax withholdingCommon Stock	365	$89.08	$32,514.20	Disclosure SEC source: 0001225208-20-013733 · doc4.xml · nonDerivative · entry 2 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,992 Read SEC document
November 18, 2020 Filed Nov 20, 2020 20:30 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Exercise / conversionCommon Stock	1,500	$0.00	$0.00	Disclosure SEC source: 0001225208-20-013733 · doc4.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,357 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 02, 2020 Filed Nov 4, 2020 20:05 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	SaleCommon Stock	3,178	$77.91	$247,586.54	Disclosure SEC source: 0001225208-20-012998 · doc4.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,857 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 $77.87 to $77.98. Read SEC document
February 20, 2020 Filed Feb 24, 2020 16:12 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	SaleCommon Stock	10,800	$101.26	$1,093,608.00	Disclosure SEC source: 0001225208-20-003202 · doc4.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,035 F1 · kind: The reporting person contributed RJF common stock to an exchange fund in exchange for shares of the exchange fund. The RJF common stock was valued at $101.26 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 RJF common stock to an exchange fund in exchange for shares of the exchange fund. The RJF common stock was valued at $101.26 per share for purposes of determining the number of shares of the exchange fund issuable to the reporting person. Read SEC document
January 09, 2020 Filed Jan 13, 2020 14:26 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Exercise / conversionEmployee Stock Option (right to buy) · Derivative	2,074	$0.00 Strike: $48.20	$0.00	Disclosure SEC source: 0001225208-20-000730 · doc4.xml · derivative · entry 6 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,074 shares Expires 2020-11-21 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The stock option vested 60% on 11/21/2016, 20% on 11/21/2017, and 20% on 11/21/2018. Read SEC document
January 09, 2020 Filed Jan 13, 2020 14:26 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Exercise / conversionEmployee Stock Option (right to buy) · Derivative	2,500	$0.00 Strike: $55.49	$0.00	Disclosure SEC source: 0001225208-20-000730 · doc4.xml · derivative · entry 5 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,500 shares Expires 2021-11-20 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_date: The stock option vested 60% on 11/20/2017, 20% on 11/20/2018, and 20% on 11/20/2019. Read SEC document
January 09, 2020 Filed Jan 13, 2020 14:26 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Tax withholdingCommon Stock	2,652	$92.85	$246,238.20	Disclosure SEC source: 0001225208-20-000730 · doc4.xml · nonDerivative · entry 3 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,835 Read SEC document
January 09, 2020 Filed Jan 13, 2020 14:26 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Exercise / conversionCommon Stock	2,074	$48.20	$99,966.80	Disclosure SEC source: 0001225208-20-000730 · doc4.xml · nonDerivative · entry 2 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,487 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
January 09, 2020 Filed Jan 13, 2020 14:26 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Exercise / conversionCommon Stock	2,500	$55.49	$138,725.00	Disclosure SEC source: 0001225208-20-000730 · doc4.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,413 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
January 02, 2020 Filed Jan 6, 2020 15:28 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Tax withholdingCommon Stock	632	$90.78	$57,372.96	Disclosure SEC source: 0001225208-20-000394 · doc4.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,913 Read SEC document
December 15, 2019 Filed Dec 17, 2019 17:10 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Exercise / conversionRestricted Stock Units · Derivative	2,069	$0.00	$0.00	Disclosure SEC source: 0001225208-19-015885 · doc4.xml · derivative · entry 5 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,069 shares Expires 2019-12-15 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, 2019 Filed Dec 17, 2019 17:10 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Tax withholdingCommon Stock	765	$90.88	$69,523.20	Disclosure SEC source: 0001225208-19-015885 · doc4.xml · nonDerivative · entry 2 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,545 Read SEC document
December 15, 2019 Filed Dec 17, 2019 17:10 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Exercise / conversionCommon Stock	2,069	$0.00	$0.00	Disclosure SEC source: 0001225208-19-015885 · doc4.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,310 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, 2019 Filed Dec 17, 2019 17:10 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	GrantRestricted Stock Units · Derivative	2,679	$0.00	$0.00	Disclosure SEC source: 0001225208-19-015885 · doc4.xml · derivative · entry 4 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,679 Underlying: Common Stock · 2,679 shares Expires 2022-12-13 F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F3 · shares: Award of RSUs as a portion of annual bonus under Amended and Restated 2012 Stock Incentive Plan. Read SEC document
November 30, 2019 Filed Dec 3, 2019 16:14 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Exercise / conversionRestricted Stock Units · Derivative	4,200	$0.00	$0.00	Disclosure SEC source: 0001225208-19-015136 · doc4.xml · derivative · entry 4 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,800 Underlying: Common Stock · 4,200 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. F3 · derivative.exercise_date: RSUs vested 60% on 11/30/2019, will vest 20% on 11/30/2020, and 20% on 11/30/2021. Read SEC document
November 30, 2019 Filed Dec 3, 2019 16:14 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Tax withholdingCommon Stock	1,022	$89.82	$91,796.04	Disclosure SEC source: 0001225208-19-015136 · doc4.xml · nonDerivative · entry 2 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,241 Read SEC document
November 30, 2019 Filed Dec 3, 2019 16:14 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Exercise / conversionCommon Stock	4,200	$0.00	$0.00	Disclosure SEC source: 0001225208-19-015136 · doc4.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,263 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, 2019 Filed Nov 25, 2019 18:00 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	GrantRestricted Stock Units · Derivative	5,000	$0.00	$0.00	Disclosure SEC source: 0001225208-19-014834 · doc4.xml · derivative · entry 3 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2024-11-22 F3 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F4 · derivative.exercise_date: RSUs vest 60% on 11/22/2022, 20% on 11/22/2023, and 20% on 11/22/2024. Read SEC document
November 21, 2019 Filed Nov 25, 2019 18:00 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	GrantCommon Stock	2,875	$0.00	$0.00	Disclosure SEC source: 0001225208-19-014834 · doc4.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,063 F1 · shares: Vesting of Performance Restricted Stock Units (PRSUs) granted on 12/15/2016. Read SEC document
November 18, 2019 Filed Nov 20, 2019 17:52 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Exercise / conversionRestricted Stock Units · Derivative	1,500	$0.00	$0.00	Disclosure SEC source: 0001225208-19-014699 · doc4.xml · derivative · entry 4 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 2020-11-18 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 11/18/2018, 20% on 11/18/2019, and will vest 20% on 11/18/2020. Read SEC document
November 18, 2019 Filed Nov 20, 2019 17:52 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Tax withholdingCommon Stock	365	$89.44	$32,645.60	Disclosure SEC source: 0001225208-19-014699 · doc4.xml · nonDerivative · entry 2 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,188 Read SEC document
November 18, 2019 Filed Nov 20, 2019 17:52 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Exercise / conversionCommon Stock	1,500	$0.00	$0.00	Disclosure SEC source: 0001225208-19-014699 · doc4.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,553 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
June 17, 2019 Filed Jun 19, 2019 13:01 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Exercise / conversionEmployee Stock Option (right to buy) · Derivative	426	$0.00 Strike: $48.20	$0.00	Disclosure SEC source: 0001225208-19-009407 · doc4.xml · derivative · entry 6 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,074 Underlying: Common Stock · 426 shares Expires 2020-11-21 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The stock option vested 60% on 11/21/2016, 20% on 11/21/2017, and 20% on 11/21/2018. Read SEC document
June 17, 2019 Filed Jun 19, 2019 13:01 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Exercise / conversionEmployee Stock Option (right to buy) · Derivative	2,500	$0.00 Strike: $55.49	$0.00	Disclosure SEC source: 0001225208-19-009407 · doc4.xml · derivative · entry 5 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 Underlying: Common Stock · 2,500 shares Expires 2021-11-20 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_date: The stock option vested 60% on 11/20/2017, 20% on 11/20/2018, and will vest 20% on 11/20/2019. Read SEC document
June 17, 2019 Filed Jun 19, 2019 13:01 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Tax withholdingCommon Stock	2,175	$82.24	$178,872.00	Disclosure SEC source: 0001225208-19-009407 · doc4.xml · nonDerivative · entry 3 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,053 Read SEC document
June 17, 2019 Filed Jun 19, 2019 13:01 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Exercise / conversionCommon Stock	426	$48.20	$20,533.20	Disclosure SEC source: 0001225208-19-009407 · doc4.xml · nonDerivative · entry 2 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,228 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
June 17, 2019 Filed Jun 19, 2019 13:01 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Exercise / conversionCommon Stock	2,500	$55.49	$138,725.00	Disclosure SEC source: 0001225208-19-009407 · doc4.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,802 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
January 02, 2019 Filed Jan 4, 2019 18:24 UTC	RAYMOND JAMES FINANCIAL INC RJF · Entity 3126	Tax withholdingCommon Stock	774	$74.04	$57,306.96	Disclosure SEC source: 0001225208-19-000530 · doc4.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,302 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.