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 |
|---|---|---|---|---|---|---|
| December 15, 2018 Filed Dec 18, 2018 20:09 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 2,240 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-016790 · 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 · 2,240 shares Expires 2018-12-15 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, 2018 Filed Dec 18, 2018 20:09 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 881 | $74.34 | $65,493.54 |
DisclosureSEC source: 0001225208-18-016790 · doc4.xml · nonDerivative · entry 2 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,076 Read SEC document |
| December 15, 2018 Filed Dec 18, 2018 20:09 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 2,240 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-016790 · doc4.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,957 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 14, 2018 Filed Dec 18, 2018 20:09 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 2,977 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-016790 · doc4.xml · derivative · entry 4 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,977 Underlying: Common Stock · 2,977 shares Expires 2021-12-14 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 29, 2018 Filed Nov 30, 2018 18:47 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-015994 · 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 2023-11-29 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 11/29/2021, 20% on 11/29/2022, and 20% on 11/29/2023. Read SEC document |
| November 28, 2018 Filed Nov 30, 2018 18:47 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantCommon Stock | 2,822 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-015994 · doc4.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,717 F1 · shares: Vesting of Performance Restricted Stock Units (PRSUs) granted on 12/15/2015. Read SEC document |
| November 21, 2018 Filed Nov 26, 2018 14:15 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-015854 · 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 · 2,000 shares Expires 2018-11-21 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. 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: The restricted stock units vested 60% on 11/21/2016, 20% on 11/21/2017, and 20% on 11/21/2018. Read SEC document |
| November 21, 2018 Filed Nov 26, 2018 14:15 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 787 | $76.10 | $59,890.70 |
DisclosureSEC source: 0001225208-18-015854 · doc4.xml · nonDerivative · entry 2 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,895 Read SEC document |
| November 21, 2018 Filed Nov 26, 2018 14:15 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-015854 · doc4.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,682 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, 2018 Filed Nov 20, 2018 15:05 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 4,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-015692 · 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 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, and will vest 20% on 11/18/2019, and 20% on 11/18/2020. Read SEC document |
| November 18, 2018 Filed Nov 20, 2018 15:05 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 1,638 | $78.74 | $128,976.12 |
DisclosureSEC source: 0001225208-18-015692 · doc4.xml · nonDerivative · entry 2 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,682 Read SEC document |
| November 18, 2018 Filed Nov 20, 2018 15:05 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 4,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-015692 · doc4.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,320 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 |
| October 26, 2018 Filed Oct 30, 2018 18:47 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $37.87 | $0.00 |
DisclosureSEC source: 0001225208-18-014947 · 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 · 10,000 shares Expires 2019-11-29 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. F4 · derivative.exercise_date: The stock option vested 60% on 11/29/2015, 20% on 11/29/2016, and 20% on 11/29/2017. Read SEC document |
| October 26, 2018 Filed Oct 30, 2018 18:47 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 9,890 | $0.00 Strike: $48.20 | $0.00 |
DisclosureSEC source: 0001225208-18-014947 · doc4.xml · derivative · entry 7 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 Underlying: Common Stock · 9,890 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 will vest 20% on 11/21/2018. Read SEC document |
| October 26, 2018 Filed Oct 30, 2018 18:47 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 7,500 | $0.00 Strike: $55.49 | $0.00 |
DisclosureSEC source: 0001225208-18-014947 · doc4.xml · derivative · entry 6 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 7,500 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 11/21/2017, and will vest 20% on 11/21/2018, and 20% on 11/21/2019. Read SEC document |
| October 26, 2018 Filed Oct 30, 2018 18:47 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 19,845 | $73.00 | $1,448,685.00 |
DisclosureSEC source: 0001225208-18-014947 · doc4.xml · nonDerivative · entry 4 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,820 Read SEC document |
| October 26, 2018 Filed Oct 30, 2018 18:47 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 7,500 | $55.49 | $416,175.00 |
DisclosureSEC source: 0001225208-18-014947 · doc4.xml · nonDerivative · entry 3 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,665 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 |
| October 26, 2018 Filed Oct 30, 2018 18:47 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 9,890 | $48.20 | $476,698.00 |
DisclosureSEC source: 0001225208-18-014947 · doc4.xml · nonDerivative · entry 2 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,165 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 |
| October 26, 2018 Filed Oct 30, 2018 18:47 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 10,000 | $37.87 | $378,700.00 |
DisclosureSEC source: 0001225208-18-014947 · doc4.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,275 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 |
| February 27, 2018 Filed Mar 1, 2018 14:44 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 2,500 | $0.00 Strike: $37.87 | $0.00 |
DisclosureSEC source: 0001225208-18-004841 · doc4.xml · derivative · entry 6 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 2,500 shares Expires 2019-11-29 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. F3 · derivative.exercise_date: The stock option vested 60% on 11/29/2015, 20% on 11/29/2016, and 20% on 11/29/2017. Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 14:44 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 110 | $0.00 Strike: $48.20 | $0.00 |
DisclosureSEC source: 0001225208-18-004841 · doc4.xml · derivative · entry 5 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,390 Underlying: Common Stock · 110 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. F2 · derivative.exercise_date: The stock option vested 60% on 11/21/2016, vested 20% on 11/21/2017, and will vest 20% on 11/21/2018. Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 14:44 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 1,066 | $93.70 | $99,884.20 |
DisclosureSEC source: 0001225208-18-004841 · doc4.xml · nonDerivative · entry 3 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,275 Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 14:44 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 110 | $48.20 | $5,302.00 |
DisclosureSEC source: 0001225208-18-004841 · doc4.xml · nonDerivative · entry 2 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,341 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 |
| February 27, 2018 Filed Mar 1, 2018 14:44 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 2,500 | $37.87 | $94,675.00 |
DisclosureSEC source: 0001225208-18-004841 · doc4.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,231 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, 2018 Filed Jan 4, 2018 16:13 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 678 | $88.86 | $60,247.08 |
DisclosureSEC source: 0001225208-18-000518 · doc4.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,731 Read SEC document |
| December 15, 2017 Filed Dec 19, 2017 21:02 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 2,164 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-018881 · doc4.xml · derivative · entry 5 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,164 Underlying: Common Stock · 2,164 shares Expires 2020-12-15 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, 2017 Filed Dec 19, 2017 21:02 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 2,099 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-018881 · 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 · 2,099 shares Expires 2017-12-15 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, 2017 Filed Dec 19, 2017 21:02 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 880 | $88.24 | $77,651.20 |
DisclosureSEC source: 0001225208-17-018881 · doc4.xml · nonDerivative · entry 2 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,409 Read SEC document |
| December 15, 2017 Filed Dec 19, 2017 21:02 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 2,099 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-018881 · doc4.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,289 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, 2017 Filed Dec 1, 2017 22:30 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-017997 · 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 2022-11-30 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 11/30/2020, 20% on 11/30/2021, and 20% on 11/30/2022. Read SEC document |
| November 29, 2017 Filed Dec 1, 2017 22:30 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantCommon Stock | 2,224 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-017997 · doc4.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,190 F1 · shares: Vesting of Performance Restricted Stock Units (PRSUs) granted on 12/15/2014. Read SEC document |
| November 21, 2017 Filed Nov 22, 2017 22:15 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-017648 · doc4.xml · derivative · entry 4 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Underlying: Common Stock · 2,000 shares Expires 2018-11-21 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. 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: The restricted stock units vested 60% on 11/21/2016, 20% on 11/21/2017, and will vest 20% on 11/21/2018. Read SEC document |
| November 21, 2017 Filed Nov 22, 2017 22:15 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 547 | $85.15 | $46,577.05 |
DisclosureSEC source: 0001225208-17-017648 · doc4.xml · nonDerivative · entry 2 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,966 Read SEC document |
| November 21, 2017 Filed Nov 22, 2017 22:15 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-017648 · doc4.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,513 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, 2017 Filed Aug 1, 2017 21:16 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | SaleCommon Stock | 4,000 | $82.83 | $331,323.20 |
DisclosureSEC source: 0001225208-17-013086 · doc4.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,513 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 $82.83 to $82.88. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 20:07 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 649 | $69.68 | $45,222.32 |
DisclosureSEC source: 0001225208-17-000609 · doc4.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,513 Read SEC document |
| December 15, 2016 Filed Dec 19, 2016 16:18 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 2,069 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-043440 · doc4.xml · derivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,069 Underlying: Common Stock · 2,069 shares Expires 2019-12-15 F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F2 · shares: Award of RSUs as a portion of annual bonus under 2012 Stock Incentive Plan. Read SEC document |
| December 13, 2016 Filed Dec 14, 2016 21:14 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 2,048 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-043179 · 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 · 2,048 shares Expires 2016-12-13 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. Read SEC document |
| December 13, 2016 Filed Dec 14, 2016 21:14 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 859 | $71.60 | $61,504.40 |
DisclosureSEC source: 0001225208-16-043179 · doc4.xml · nonDerivative · entry 2 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,162 Read SEC document |
| December 13, 2016 Filed Dec 14, 2016 21:14 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 2,048 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-043179 · doc4.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,021 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, 2016 Filed Dec 1, 2016 21:21 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 7,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-042502 · doc4.xml · derivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,000 Underlying: Common Stock · 7,000 shares Expires 2021-11-30 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 11/30/2019, 20% on 11/30/2020, and 20% on 11/30/2021. Read SEC document |
| November 28, 2016 Filed Nov 30, 2016 13:15 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $27.10 | $0.00 |
DisclosureSEC source: 0001225208-16-042370 · 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 · 10,000 shares Expires 2017-01-22 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. F2 · derivative.exercise_date: Of the 10,000 stock options granted on 11/22/2011, 60% vested on 11/22/2014, 20% on 11/22/2015 and 20% on 11/22/2016. Read SEC document |
| November 28, 2016 Filed Nov 30, 2016 13:15 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 3,807 | $71.17 | $270,944.19 |
DisclosureSEC source: 0001225208-16-042370 · doc4.xml · nonDerivative · entry 2 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,973 Read SEC document |
| November 28, 2016 Filed Nov 30, 2016 13:15 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 10,000 | $27.10 | $271,000.00 |
DisclosureSEC source: 0001225208-16-042370 · doc4.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,780 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 |
| November 21, 2016 Filed Nov 23, 2016 20:47 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-042196 · doc4.xml · derivative · entry 5 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Underlying: Common Stock · 6,000 shares Expires 2018-11-21 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. 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: The restricted stock units vest 60% on 11/21/2016, 20% on 11/21/2017, and 20% on 11/21/2018. Read SEC document |
| November 21, 2016 Filed Nov 23, 2016 20:47 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 1,664 | $72.32 | $120,340.48 |
DisclosureSEC source: 0001225208-16-042196 · doc4.xml · nonDerivative · entry 3 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,780 Read SEC document |
| November 21, 2016 Filed Nov 23, 2016 20:47 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantCommon Stock | 2,027 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-042196 · doc4.xml · nonDerivative · entry 2 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,444 F2 · shares: Vesting of Performance Restricted Stock Units (PRSUs) granted on 12/13/2013. Read SEC document |
| November 21, 2016 Filed Nov 23, 2016 20:47 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-042196 · doc4.xml · nonDerivative · entry 1 Allaire Bella Loykhter · CIK 0001537767 · Executive Vice President-RJA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,417 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.