Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INCRJF · Entity 3126 | Director · Executive Chair | December 15, 2025 | December 16, 2025 |
| WILLIS TOWERS WATSON PLCWTW · Entity 3139 | Director | May 20, 2026 | May 22, 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 December 15, 2025 · Filed December 16, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 260,546 |
Ending reported balance
After 2025-12-15 transaction · row 12
12 source rows · reconciled sequenceRow 1 · 2025-12-15 · Exercise / conversion · Acquired 54,406 · Balance 480,526 F1: 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. Row 2 · 2025-12-15 · Exercise / conversion · Acquired 30,853 · Balance 511,379 F1: 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. Row 3 · 2025-12-15 · Exercise / conversion · Acquired 7,073 · Balance 518,452 F1: 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. Row 4 · 2025-12-15 · Tax withholding · Disposed 2,652 · Balance 515,800 Row 5 · 2025-12-15 · Tax withholding · Disposed 11,570 · Balance 504,230 Row 6 · 2025-12-15 · Sale · Disposed 20,270 · Balance 483,960 F2: 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: Mr. Reilly, age 71, is effecting the sales reported herein as part of a comprehensive diversification and estate planning process. By annually selling shares as his RSUs vest during recent years, he has consistently maintained a stable net position in Raymond James Financial, Inc. (RJF) common stock. Following these sales, Mr. Reilly's stock ownership will likewise remain at approximately the same level. Consistent with his strong confidence in the company and its senior management, Mr. Reilly currently intends to maintain approximately the same level of ownership for as long as he serves on the Board, which level is also significantly in excess of applicable requirements under the company's Director and Executive Officer Stock Ownership Policy. F4: Reflects the weighted average sale price. The range of prices for such transaction was $163.97 to $164.78. Row 7 · 2025-12-15 · Tax withholding · Disposed 20,399 · Balance 463,561 Row 8 · 2025-12-15 · Tax withholding · Disposed 22,466 · Balance 441,095 Row 9 · 2025-12-15 · Gift · Disposed 30,516 · Balance 410,579 Row 10 · 2025-12-15 · Tax withholding · Disposed 39,616 · Balance 370,963 Row 11 · 2025-12-15 · Sale · Disposed 53,660 · Balance 317,303 F2: 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: Mr. Reilly, age 71, is effecting the sales reported herein as part of a comprehensive diversification and estate planning process. By annually selling shares as his RSUs vest during recent years, he has consistently maintained a stable net position in Raymond James Financial, Inc. (RJF) common stock. Following these sales, Mr. Reilly's stock ownership will likewise remain at approximately the same level. Consistent with his strong confidence in the company and its senior management, Mr. Reilly currently intends to maintain approximately the same level of ownership for as long as he serves on the Board, which level is also significantly in excess of applicable requirements under the company's Director and Executive Officer Stock Ownership Policy. F5: Reflects the weighted average sale price. The range of prices for such transaction was $162.96 to $163.95. Row 12 · 2025-12-15 · Sale · Disposed 56,757 · Balance 260,546 F2: 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: Mr. Reilly, age 71, is effecting the sales reported herein as part of a comprehensive diversification and estate planning process. By annually selling shares as his RSUs vest during recent years, he has consistently maintained a stable net position in Raymond James Financial, Inc. (RJF) common stock. Following these sales, Mr. Reilly's stock ownership will likewise remain at approximately the same level. Consistent with his strong confidence in the company and its senior management, Mr. Reilly currently intends to maintain approximately the same level of ownership for as long as he serves on the Board, which level is also significantly in excess of applicable requirements under the company's Director and Executive Officer Stock Ownership Policy. F6: Reflects the weighted average sale price. The range of prices for such transaction was $161.96 to $162.95 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2027-12-15 | Direct | 4,715 |
Reported balance
After 2025-12-15 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2025-12-15 · Exercise / conversion · Disposed 7,073 · Balance 4,715 F1: 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. F8: RSUs vested 60% on 12/15/2025 and will vest 20% on 12/15/2026 and 20% on 12/15/2027. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2025-12-15 | Direct | 54,406 |
Reported balance
After 2025-12-15 transaction · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · 2025-12-15 · Exercise / conversion · Disposed 30,853 · Balance 54,406 F1: 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2025-12-15 | Direct | 0 |
Reported balance
After 2025-12-15 transaction · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · 2025-12-15 · Exercise / conversion · Disposed 54,406 · Balance 0 F1: 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2028-12-15 | Direct | 20,751 |
Reported balance
After 2025-12-15 transaction · row 17
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 17 · 2025-12-15 · Grant · Acquired 20,751 · Balance 20,751 F1: 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. F9: Award of RSUs as a portion of annual bonus under Amended and Restated 2012 Stock Incentive Plan. |
| Common StockSEC Table I · non-derivative | IndirectESOP | 1,998 |
Reported balance
Holding disclosure · report date 2025-12-15 · row 13
Holding and transaction disclosures are not merged.
1 source rowRow 13 · Balance 1,998 F7: Includes shares of common stock acquired under the reporting person's Employee Stock Ownership Plan (ESOP) account through December 10, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: 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: Mr. Reilly, age 71, is effecting the sales reported herein as part of a comprehensive diversification and estate planning process. By annually selling shares as his RSUs vest during recent years, he has consistently maintained a stable net position in Raymond James Financial, Inc. (RJF) common stock. Following these sales, Mr. Reilly's stock ownership will likewise remain at approximately the same level. Consistent with his strong confidence in the company and its senior management, Mr. Reilly currently intends to maintain approximately the same level of ownership for as long as he serves on the Board, which level is also significantly in excess of applicable requirements under the company's Director and Executive Officer Stock Ownership Policy.
F4: Reflects the weighted average sale price. The range of prices for such transaction was $163.97 to $164.78.
F5: Reflects the weighted average sale price. The range of prices for such transaction was $162.96 to $163.95.
F6: Reflects the weighted average sale price. The range of prices for such transaction was $161.96 to $162.95
F7: Includes shares of common stock acquired under the reporting person's Employee Stock Ownership Plan (ESOP) account through December 10, 2025.
F8: RSUs vested 60% on 12/15/2025 and will vest 20% on 12/15/2026 and 20% on 12/15/2027.
F9: Award of RSUs as a portion of annual bonus under Amended and Restated 2012 Stock Incentive Plan.
WILLIS TOWERS WATSON PLC
Report date May 20, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary Shares, nominal value $0.000304635 per shareSEC Table I · non-derivative | Direct | 3,146.395 |
Reported balance
After 2026-05-20 transaction · row 1
1 source rowRow 1 · 2026-05-20 · Grant · Acquired 1,318.638 · Balance 3,146.395 F1: Comprised of 1,318.638 restricted share units ("RSUs"), which represent the right to receive ordinary shares, par value $0.000304635 per share, of the Issuer. The RSUs shall vest in full on the earlier of the one-year anniversary of the grant date and the Issuer's 2027 Annual General Meeting of Shareholders. |
| Ordinary Shares, nominal value $0.000304635 per shareSEC Table I · non-derivative | IndirectRevocable Trust | 48 |
Reported balance
Holding disclosure · report date 2026-05-20 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 48 |
Filing footnotes · ownership attribution and instrument terms
F1: Comprised of 1,318.638 restricted share units ("RSUs"), which represent the right to receive ordinary shares, par value $0.000304635 per share, of the Issuer. The RSUs shall vest in full on the earlier of the one-year anniversary of the grant date and the Issuer's 2027 Annual General Meeting of Shareholders.
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 |
|---|---|---|---|---|---|---|
| May 20, 2026 Filed May 22, 2026 20:06 UTC | WILLIS TOWERS WATSON PLC WTW · Entity 3139 | GrantOrdinary Shares, nominal value $0.000304635 per share | 1,318.638 | $0.00 | $0.00 |
DisclosureSEC source: 0001140536-26-000173 · form4.xml · nonDerivative · entry 1 REILLY PAUL C · CIK 0001240439 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,146.395 F1 · shares: Comprised of 1,318.638 restricted share units ("RSUs"), which represent the right to receive ordinary shares, par value $0.000304635 per share, of the Issuer. The RSUs shall vest in full on the earlier of the one-year anniversary of the grant date and the Issuer's 2027 Annual General Meeting of Shareholders. Read SEC document |
| May 15, 2026 Filed May 18, 2026 21:15 UTC | WILLIS TOWERS WATSON PLC WTW · Entity 3139 | Tax withholdingOrdinary Shares, nominal value $0.000304635 per share | 495.468 | $247.64 | $122,697.70 |
DisclosureSEC source: 0001140536-26-000155 · form4.xml · nonDerivative · entry 1 REILLY PAUL C · CIK 0001240439 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,827.757 F1 · shares: Withholding of shares by Issuer incident to the tax payment related to the vesting and settlement of 1,032.225 restricted share units granted on May 15, 2025. Read SEC document |
| December 15, 2025 Filed Dec 16, 2025 01:04 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 20,751 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-010012 · doc4.xml · derivative · entry 17 REILLY PAUL C · CIK 0001240439 · Director · Executive Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,751 Underlying: Common Stock · 20,751 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. F9 · shares: Award of RSUs as a portion of annual bonus under Amended and Restated 2012 Stock Incentive Plan. Read SEC document |
| December 15, 2025 Filed Dec 16, 2025 01:04 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 54,406 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-010012 · doc4.xml · derivative · entry 16 REILLY PAUL C · CIK 0001240439 · Director · Executive Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 54,406 shares Expires 2025-12-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. Read SEC document |
| December 15, 2025 Filed Dec 16, 2025 01:04 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 30,853 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-010012 · doc4.xml · derivative · entry 15 REILLY PAUL C · CIK 0001240439 · Director · Executive Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,406 Underlying: Common Stock · 30,853 shares Expires 2025-12-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. Read SEC document |
| December 15, 2025 Filed Dec 16, 2025 01:04 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 7,073 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-010012 · doc4.xml · derivative · entry 14 REILLY PAUL C · CIK 0001240439 · Director · Executive Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,715 Underlying: Common Stock · 7,073 shares Expires 2027-12-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F8 · derivative.exercise_date: RSUs vested 60% on 12/15/2025 and will vest 20% on 12/15/2026 and 20% on 12/15/2027. Read SEC document |
| December 15, 2025 Filed Dec 16, 2025 01:04 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | SaleCommon Stock | 56,757 | $162.69 | $9,233,512.55 |
DisclosureSEC source: 0001225208-25-010012 · doc4.xml · nonDerivative · entry 12 REILLY PAUL C · CIK 0001240439 · Director · Executive Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 260,546 F2 · kind: The reporting person effected multiple same-way open market sale transactions on the same day at different prices through a trade order executed by a broker-dealer. The reporting person has reported on a single line all such transactions that occurred within a one dollar price range. The reporting person hereby undertakes to provide upon request by the Securities and Exchange Commission staff, the issuer or a shareholder of the issuer, full information regarding the number of shares sold at each separate price. F3 · shares: Mr. Reilly, age 71, is effecting the sales reported herein as part of a comprehensive diversification and estate planning process. By annually selling shares as his RSUs vest during recent years, he has consistently maintained a stable net position in Raymond James Financial, Inc. (RJF) common stock. Following these sales, Mr. Reilly's stock ownership will likewise remain at approximately the same level. Consistent with his strong confidence in the company and its senior management, Mr. Reilly currently intends to maintain approximately the same level of ownership for as long as he serves on the Board, which level is also significantly in excess of applicable requirements under the company's Director and Executive Officer Stock Ownership Policy. F6 · price: Reflects the weighted average sale price. The range of prices for such transaction was $161.96 to $162.95 Read SEC document |
| December 15, 2025 Filed Dec 16, 2025 01:04 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | SaleCommon Stock | 53,660 | $163.24 | $8,759,254.49 |
DisclosureSEC source: 0001225208-25-010012 · doc4.xml · nonDerivative · entry 11 REILLY PAUL C · CIK 0001240439 · Director · Executive Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 317,303 F2 · kind: The reporting person effected multiple same-way open market sale transactions on the same day at different prices through a trade order executed by a broker-dealer. The reporting person has reported on a single line all such transactions that occurred within a one dollar price range. The reporting person hereby undertakes to provide upon request by the Securities and Exchange Commission staff, the issuer or a shareholder of the issuer, full information regarding the number of shares sold at each separate price. F3 · shares: Mr. Reilly, age 71, is effecting the sales reported herein as part of a comprehensive diversification and estate planning process. By annually selling shares as his RSUs vest during recent years, he has consistently maintained a stable net position in Raymond James Financial, Inc. (RJF) common stock. Following these sales, Mr. Reilly's stock ownership will likewise remain at approximately the same level. Consistent with his strong confidence in the company and its senior management, Mr. Reilly currently intends to maintain approximately the same level of ownership for as long as he serves on the Board, which level is also significantly in excess of applicable requirements under the company's Director and Executive Officer Stock Ownership Policy. F5 · price: Reflects the weighted average sale price. The range of prices for such transaction was $162.96 to $163.95. Read SEC document |
| December 15, 2025 Filed Dec 16, 2025 01:04 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 39,616 | $163.85 | $6,491,081.60 |
DisclosureSEC source: 0001225208-25-010012 · doc4.xml · nonDerivative · entry 10 REILLY PAUL C · CIK 0001240439 · Director · Executive Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 370,963 Read SEC document |
| December 15, 2025 Filed Dec 16, 2025 01:04 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GiftCommon Stock | 30,516 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-010012 · doc4.xml · nonDerivative · entry 9 REILLY PAUL C · CIK 0001240439 · Director · Executive Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 410,579 Read SEC document |
| December 15, 2025 Filed Dec 16, 2025 01:04 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 22,466 | $163.85 | $3,681,054.10 |
DisclosureSEC source: 0001225208-25-010012 · doc4.xml · nonDerivative · entry 8 REILLY PAUL C · CIK 0001240439 · Director · Executive Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 441,095 Read SEC document |
| December 15, 2025 Filed Dec 16, 2025 01:04 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 20,399 | $163.85 | $3,342,376.15 |
DisclosureSEC source: 0001225208-25-010012 · doc4.xml · nonDerivative · entry 7 REILLY PAUL C · CIK 0001240439 · Director · Executive Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 463,561 Read SEC document |
| December 15, 2025 Filed Dec 16, 2025 01:04 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | SaleCommon Stock | 20,270 | $164.22 | $3,328,674.54 |
DisclosureSEC source: 0001225208-25-010012 · doc4.xml · nonDerivative · entry 6 REILLY PAUL C · CIK 0001240439 · Director · Executive Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 483,960 F2 · kind: The reporting person effected multiple same-way open market sale transactions on the same day at different prices through a trade order executed by a broker-dealer. The reporting person has reported on a single line all such transactions that occurred within a one dollar price range. The reporting person hereby undertakes to provide upon request by the Securities and Exchange Commission staff, the issuer or a shareholder of the issuer, full information regarding the number of shares sold at each separate price. F3 · shares: Mr. Reilly, age 71, is effecting the sales reported herein as part of a comprehensive diversification and estate planning process. By annually selling shares as his RSUs vest during recent years, he has consistently maintained a stable net position in Raymond James Financial, Inc. (RJF) common stock. Following these sales, Mr. Reilly's stock ownership will likewise remain at approximately the same level. Consistent with his strong confidence in the company and its senior management, Mr. Reilly currently intends to maintain approximately the same level of ownership for as long as he serves on the Board, which level is also significantly in excess of applicable requirements under the company's Director and Executive Officer Stock Ownership Policy. F4 · price: Reflects the weighted average sale price. The range of prices for such transaction was $163.97 to $164.78. Read SEC document |
| December 15, 2025 Filed Dec 16, 2025 01:04 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 11,570 | $163.85 | $1,895,744.50 |
DisclosureSEC source: 0001225208-25-010012 · doc4.xml · nonDerivative · entry 5 REILLY PAUL C · CIK 0001240439 · Director · Executive Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 504,230 Read SEC document |
| December 15, 2025 Filed Dec 16, 2025 01:04 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 2,652 | $163.85 | $434,530.20 |
DisclosureSEC source: 0001225208-25-010012 · doc4.xml · nonDerivative · entry 4 REILLY PAUL C · CIK 0001240439 · Director · Executive Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 515,800 Read SEC document |
| December 15, 2025 Filed Dec 16, 2025 01:04 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 7,073 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-010012 · doc4.xml · nonDerivative · entry 3 REILLY PAUL C · CIK 0001240439 · Director · Executive Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 518,452 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. Read SEC document |
| December 15, 2025 Filed Dec 16, 2025 01:04 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 30,853 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-010012 · doc4.xml · nonDerivative · entry 2 REILLY PAUL C · CIK 0001240439 · Director · Executive Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 511,379 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. Read SEC document |
| December 15, 2025 Filed Dec 16, 2025 01:04 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 54,406 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-010012 · doc4.xml · nonDerivative · entry 1 REILLY PAUL C · CIK 0001240439 · Director · Executive Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 480,526 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. Read SEC document |
| December 02, 2025 Filed Dec 4, 2025 21:14 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantCommon Stock | 59,916 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-009666 · doc4.xml · nonDerivative · entry 2 REILLY PAUL C · CIK 0001240439 · Director · Executive Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 426,120 F1 · shares: Vesting of Performance Restricted Stock Units (PRSUs) granted on 12/15/2022. Read SEC document |
| December 02, 2025 Filed Dec 4, 2025 21:14 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantCommon Stock | 105,657 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-009666 · doc4.xml · nonDerivative · entry 1 REILLY PAUL C · CIK 0001240439 · Director · Executive Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 366,204 F1 · shares: Vesting of Performance Restricted Stock Units (PRSUs) granted on 12/15/2022. Read SEC document |
| November 30, 2025 Filed Dec 2, 2025 22:00 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 2,740 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-009593 · doc4.xml · derivative · entry 7 REILLY PAUL C · CIK 0001240439 · Director · Executive Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,739 Underlying: Common Stock · 2,740 shares Expires 2026-11-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F4 · derivative.exercise_date: RSUs vested 60% on 11/30/2024, 20% on 11/30/2025, and will vest 20% on 11/30/2026. Read SEC document |
| November 30, 2025 Filed Dec 2, 2025 22:00 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 3,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-009593 · doc4.xml · derivative · entry 6 REILLY PAUL C · CIK 0001240439 · Director · Executive Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,900 shares Expires 2025-11-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F3 · derivative.exercise_date: RSUs vested 60% on 11/30/2023, 20% on 11/30/2024, and 20% on 11/30/2025. Read SEC document |
| November 30, 2025 Filed Dec 2, 2025 22:00 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 1,443 | $156.54 | $225,887.22 |
DisclosureSEC source: 0001225208-25-009593 · doc4.xml · nonDerivative · entry 4 REILLY PAUL C · CIK 0001240439 · Director · Executive Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 260,547 Read SEC document |
| November 30, 2025 Filed Dec 2, 2025 22:00 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 1,013 | $156.54 | $158,575.02 |
DisclosureSEC source: 0001225208-25-009593 · doc4.xml · nonDerivative · entry 3 REILLY PAUL C · CIK 0001240439 · Director · Executive Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 261,990 Read SEC document |
| November 30, 2025 Filed Dec 2, 2025 22:00 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 2,740 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-009593 · doc4.xml · nonDerivative · entry 2 REILLY PAUL C · CIK 0001240439 · Director · Executive Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 263,003 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. Read SEC document |
| November 30, 2025 Filed Dec 2, 2025 22:00 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 3,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-009593 · doc4.xml · nonDerivative · entry 1 REILLY PAUL C · CIK 0001240439 · Director · Executive Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 260,263 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 |
| May 15, 2025 Filed May 19, 2025 20:14 UTC | WILLIS TOWERS WATSON PLC WTW · Entity 3139 | GrantOrdinary Shares, nominal value $0.000304635 per share | 1,032.225 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-014898 · form4.xml · nonDerivative · entry 2 REILLY PAUL C · CIK 0001240439 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,323.225 F2 · shares: Comprised of 1,032.225 RSUs, which represent the right to receive ordinary shares, par value $0.000304635 per share, of the Issuer. The RSUs shall vest in full on the earlier of the one-year anniversary of the grant date and the Issuer's 2026 Annual General Meeting of Shareholders. Read SEC document |
| May 15, 2025 Filed May 19, 2025 20:14 UTC | WILLIS TOWERS WATSON PLC WTW · Entity 3139 | Tax withholdingOrdinary Shares, nominal value $0.000304635 per share | 412 | $303.37 | $124,988.44 |
DisclosureSEC source: 0001127602-25-014898 · form4.xml · nonDerivative · entry 1 REILLY PAUL C · CIK 0001240439 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,291 F1 · shares: Withholding of shares by Issuer incident to the tax payment related to the vesting and settlement of 858 restricted share units ("RSUs") granted on May 22, 2024. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 20:00 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 26,748 | $155.33 | $4,154,766.84 |
DisclosureSEC source: 0001225208-25-000327 · doc4.xml · nonDerivative · entry 1 REILLY PAUL C · CIK 0001240439 · Director · Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 256,363 Read SEC document |
| December 15, 2024 Filed Dec 17, 2024 18:02 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 29,460 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010877 · doc4.xml · derivative · entry 5 REILLY PAUL C · CIK 0001240439 · Director · Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 29,460 shares Expires 2024-12-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. Read SEC document |
| December 15, 2024 Filed Dec 17, 2024 18:02 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 10,900 | $160.49 | $1,749,341.00 |
DisclosureSEC source: 0001225208-24-010877 · doc4.xml · nonDerivative · entry 2 REILLY PAUL C · CIK 0001240439 · Director · Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 283,111 Read SEC document |
| December 15, 2024 Filed Dec 17, 2024 18:02 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 29,460 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010877 · doc4.xml · nonDerivative · entry 1 REILLY PAUL C · CIK 0001240439 · Director · Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 294,011 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. Read SEC document |
| December 13, 2024 Filed Dec 17, 2024 18:02 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 29,058 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010877 · doc4.xml · derivative · entry 4 REILLY PAUL C · CIK 0001240439 · Director · Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,058 Underlying: Common Stock · 29,058 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. F3 · shares: Award of RSUs as a portion of annual bonus under Amended and Restated 2012 Stock Incentive Plan. Read SEC document |
| December 11, 2024 Filed Dec 13, 2024 20:16 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GiftCommon Stock | 18,559 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010785 · doc4.xml · nonDerivative · entry 1 REILLY PAUL C · CIK 0001240439 · Director · Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 264,551 Read SEC document |
| December 02, 2024 Filed Dec 3, 2024 22:43 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | SaleCommon Stock | 50,000 | $167.30 | $8,365,065.00 |
DisclosureSEC source: 0001225208-24-010483 · doc4.xml · nonDerivative · entry 5 REILLY PAUL C · CIK 0001240439 · Director · Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 283,110 F2 · kind: The reporting person effected multiple same-way open market sale transactions on the same day at different prices through a trade order executed by a broker-dealer. The reporting person has reported on a single line all such transactions that occurred within a one dollar price range. The reporting person hereby undertakes to provide upon request by the Securities and Exchange Commission staff, the issuer or a shareholder of the issuer, full information regarding the number of shares sold at each separate price. F3 · price: Reflects the weighted average sale price. The range of prices for such transaction was $166.92 to $167.65. Read SEC document |
| November 30, 2024 Filed Dec 3, 2024 22:43 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 8,218 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010483 · doc4.xml · derivative · entry 8 REILLY PAUL C · CIK 0001240439 · Director · Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,479 Underlying: Common Stock · 8,218 shares Expires 2026-11-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F6 · derivative.exercise_date: RSUs vested 60% on 11/30/2024 and will vest 20% on 11/30/2025 and 20% on 11/30/2026. Read SEC document |
| November 30, 2024 Filed Dec 3, 2024 22:43 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 3,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010483 · doc4.xml · derivative · entry 7 REILLY PAUL C · CIK 0001240439 · Director · Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,900 Underlying: Common Stock · 3,900 shares Expires 2025-11-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F5 · derivative.exercise_date: RSUs vested 60% on 11/30/2023, 20% on 11/30/2024, and will vest 20% on 11/30/2025. Read SEC document |
| November 30, 2024 Filed Dec 3, 2024 22:43 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 3,040 | $169.28 | $514,611.20 |
DisclosureSEC source: 0001225208-24-010483 · doc4.xml · nonDerivative · entry 4 REILLY PAUL C · CIK 0001240439 · Director · Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 333,110 Read SEC document |
| November 30, 2024 Filed Dec 3, 2024 22:43 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 1,443 | $169.28 | $244,271.04 |
DisclosureSEC source: 0001225208-24-010483 · doc4.xml · nonDerivative · entry 3 REILLY PAUL C · CIK 0001240439 · Director · Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 336,150 Read SEC document |
| November 30, 2024 Filed Dec 3, 2024 22:43 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 3,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010483 · doc4.xml · nonDerivative · entry 2 REILLY PAUL C · CIK 0001240439 · Director · Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 337,593 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. Read SEC document |
| November 30, 2024 Filed Dec 3, 2024 22:43 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 8,218 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010483 · doc4.xml · nonDerivative · entry 1 REILLY PAUL C · CIK 0001240439 · Director · Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 333,693 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 25, 2024 Filed Nov 26, 2024 22:45 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantCommon Stock | 74,904 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010227 · doc4.xml · nonDerivative · entry 3 REILLY PAUL C · CIK 0001240439 · Director · Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 325,475 F2 · shares: Vesting of Performance Restricted Stock Units (PRSUs) granted on 12/15/2021. Read SEC document |
| November 22, 2024 Filed Nov 26, 2024 22:45 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 3,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010227 · doc4.xml · derivative · entry 5 REILLY PAUL C · CIK 0001240439 · Director · Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,750 shares Expires 2024-11-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F4 · derivative.exercise_date: RSUs vested 60% on 11/22/2022, 20% on 11/22/2023, and 20% on 11/22/2024. Read SEC document |
| November 22, 2024 Filed Nov 26, 2024 22:45 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 1,387 | $163.78 | $227,162.86 |
DisclosureSEC source: 0001225208-24-010227 · doc4.xml · nonDerivative · entry 2 REILLY PAUL C · CIK 0001240439 · Director · Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 250,571 Read SEC document |
| November 22, 2024 Filed Nov 26, 2024 22:45 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 3,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010227 · doc4.xml · nonDerivative · entry 1 REILLY PAUL C · CIK 0001240439 · Director · Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 251,958 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. Read SEC document |
| May 22, 2024 Filed May 24, 2024 20:09 UTC | WILLIS TOWERS WATSON PLC WTW · Entity 3139 | GrantOrdinary Shares, nominal value $0.000304635 per share | 858 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-016559 · form4.xml · nonDerivative · entry 1 REILLY PAUL C · CIK 0001240439 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,703 F1 · shares: Comprised of 858 restricted share units ("RSUs"), which represent the right to receive ordinary shares, par value $0.000304635 per share, of the Issuer. The RSUs shall vest in full on the earlier of May 22, 2025 and the Issuer's 2025 Annual General Meeting of Shareholders. Read SEC document |
| May 17, 2024 Filed May 21, 2024 20:04 UTC | WILLIS TOWERS WATSON PLC WTW · Entity 3139 | Tax withholdingOrdinary Shares, nominal value $0.000304635 per share | 423 | $256.38 | $108,448.74 |
DisclosureSEC source: 0001127602-24-016110 · form4.xml · nonDerivative · entry 1 REILLY PAUL C · CIK 0001240439 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 845 F1 · shares: Withholding of shares by Issuer incident to the tax payment related to the vesting and settlement of 881 restricted share units granted on May 17, 2023. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 21:32 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 24,323 | $111.50 | $2,712,014.50 |
DisclosureSEC source: 0001225208-24-000234 · doc4.xml · nonDerivative · entry 1 REILLY PAUL C · CIK 0001240439 · Director · Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 248,208 Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 18:12 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 33,369 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011193 · doc4.xml · derivative · entry 7 REILLY PAUL C · CIK 0001240439 · Director · Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,369 Underlying: Common Stock · 33,369 shares Expires 2026-12-15 F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F5 · shares: Award of RSUs as a portion of annual bonus under Amended and Restated 2012 Stock Incentive Plan. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 18:12 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 30,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011193 · doc4.xml · derivative · entry 6 REILLY PAUL C · CIK 0001240439 · Director · Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 30,833 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 20,555 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.