Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INCRJF · Entity 3126 | Director | February 19, 2026 | February 23, 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 February 19, 2026 · Filed February 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,242 |
Last balance in matching sequence
After 2026-02-19 transaction · row 4
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
4 source rowsRow 1 · 2026-02-19 · Grant · Acquired 1,303 · Balance 2,489 F1: Consists of a grant of Deferred Restricted Stock Units ("DRSUs") as part of compensation for service on the registrant's Board of Directors. Upon vesting, the DRSUs convert to the right to receive shares of common stock on a one-to-one basis, together with accrued cash in lieu of dividends. The DRSUs vest at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant. Pursuant to an irrevocable election by the reporting person, settlement of the DRSUs will be deferred following vesting until the second anniversary of the vest date. F2: Includes DRSUs. Row 2 · 2026-02-19 · Exercise / conversion · Acquired 1,253 · Balance 3,742 F3: 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: Includes DRSUs. Row 3 · 2026-02-19 · Exercise / conversion · Acquired 250 · Balance 3,992 F3: 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: Includes DRSUs. Row 4 · 2026-02-19 · Exercise / conversion · Acquired 250 · Balance 4,242 F3: 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: Includes DRSUs. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,001 |
Reported balance
After 2026-02-19 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-02-19 · Grant · Acquired 248 · Balance 2,001 F3: 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: The award will vest at the date of the next succeeding annual shareholders meeting, but no later than March 15, 2027. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,249 |
Reported balance
After 2026-02-19 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-02-19 · Grant · Acquired 248 · Balance 2,249 F3: 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: The award will vest at the date of the next succeeding annual shareholders meeting, but no later than March 15, 2027. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,999 |
Reported balance
After 2026-02-19 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-02-19 · Exercise / conversion · Disposed 250 · Balance 1,999 F3: 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: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,749 |
Reported balance
After 2026-02-19 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-02-19 · Exercise / conversion · Disposed 250 · Balance 1,749 F3: 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: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 496 |
Reported balance
After 2026-02-19 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-02-19 · Exercise / conversion · Disposed 1,253 · Balance 496 F3: 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: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of a grant of Deferred Restricted Stock Units ("DRSUs") as part of compensation for service on the registrant's Board of Directors. Upon vesting, the DRSUs convert to the right to receive shares of common stock on a one-to-one basis, together with accrued cash in lieu of dividends. The DRSUs vest at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant. Pursuant to an irrevocable election by the reporting person, settlement of the DRSUs will be deferred following vesting until the second anniversary of the vest date.
F2: Includes DRSUs.
F3: 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: The award will vest at the date of the next succeeding annual shareholders meeting, but no later than March 15, 2027.
F5: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant.
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 |
|---|---|---|---|---|---|---|
| February 19, 2026 Filed Feb 23, 2026 20:46 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 1,253 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-002379 · doc4.xml · derivative · entry 9 Mistarz Cecily · CIK 0002021190 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 496 Underlying: Common Stock · 1,253 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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. F5 · derivative.exercise_date: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant. F5 · derivative.expiration_date: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant. Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 20:46 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-002379 · doc4.xml · derivative · entry 8 Mistarz Cecily · CIK 0002021190 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,749 Underlying: Common Stock · 250 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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. F5 · derivative.exercise_date: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant. F5 · derivative.expiration_date: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant. Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 20:46 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-002379 · doc4.xml · derivative · entry 7 Mistarz Cecily · CIK 0002021190 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,999 Underlying: Common Stock · 250 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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. F5 · derivative.exercise_date: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant. F5 · derivative.expiration_date: The award vested in accordance with its terms, which provided for vesting at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant. Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 20:46 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 248 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-002379 · doc4.xml · derivative · entry 6 Mistarz Cecily · CIK 0002021190 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,249 Underlying: Common Stock · 248 shares Expires not disclosed 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: The award will vest at the date of the next succeeding annual shareholders meeting, but no later than March 15, 2027. F4 · derivative.expiration_date: The award will vest at the date of the next succeeding annual shareholders meeting, but no later than March 15, 2027. Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 20:46 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 248 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-002379 · doc4.xml · derivative · entry 5 Mistarz Cecily · CIK 0002021190 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,001 Underlying: Common Stock · 248 shares Expires not disclosed 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: The award will vest at the date of the next succeeding annual shareholders meeting, but no later than March 15, 2027. F4 · derivative.expiration_date: The award will vest at the date of the next succeeding annual shareholders meeting, but no later than March 15, 2027. Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 20:46 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-002379 · doc4.xml · nonDerivative · entry 4 Mistarz Cecily · CIK 0002021190 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,242 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 · 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 · balance_after: Includes DRSUs. Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 20:46 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-002379 · doc4.xml · nonDerivative · entry 3 Mistarz Cecily · CIK 0002021190 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,992 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. F3 · 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 · balance_after: Includes DRSUs. Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 20:46 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 1,253 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-002379 · doc4.xml · nonDerivative · entry 2 Mistarz Cecily · CIK 0002021190 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,742 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 · 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 · balance_after: Includes DRSUs. Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 20:46 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantCommon Stock | 1,303 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-002379 · doc4.xml · nonDerivative · entry 1 Mistarz Cecily · CIK 0002021190 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,489 F1 · shares: Consists of a grant of Deferred Restricted Stock Units ("DRSUs") as part of compensation for service on the registrant's Board of Directors. Upon vesting, the DRSUs convert to the right to receive shares of common stock on a one-to-one basis, together with accrued cash in lieu of dividends. The DRSUs vest at the date of the next succeeding annual shareholders meeting following the grant date, but no later than March 15 of the calendar year following grant. Pursuant to an irrevocable election by the reporting person, settlement of the DRSUs will be deferred following vesting until the second anniversary of the vest date. F2 · balance_after: Includes DRSUs. Read SEC document |
| May 20, 2025 Filed May 20, 2025 21:24 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 1,186 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-005328 · doc4.xml · derivative · entry 2 Mistarz Cecily · CIK 0002021190 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,186 shares Expires 2025-05-20 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. 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 |
| May 20, 2025 Filed May 20, 2025 21:24 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 1,186 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-005328 · doc4.xml · nonDerivative · entry 1 Mistarz Cecily · CIK 0002021190 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,186 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 |
| February 20, 2025 Filed Feb 24, 2025 21:30 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-002289 · doc4.xml · derivative · entry 3 Mistarz Cecily · CIK 0002021190 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,753 Underlying: Common Stock · 250 shares Expires not disclosed 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: The award will vest at the date of the next succeeding annual shareholders meeting, but no later than March 15, 2026. F2 · derivative.expiration_date: The award will vest at the date of the next succeeding annual shareholders meeting, but no later than March 15, 2026. Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 21:30 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-002289 · doc4.xml · derivative · entry 2 Mistarz Cecily · CIK 0002021190 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,503 Underlying: Common Stock · 250 shares Expires not disclosed 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: The award will vest at the date of the next succeeding annual shareholders meeting, but no later than March 15, 2026. F2 · derivative.expiration_date: The award will vest at the date of the next succeeding annual shareholders meeting, but no later than March 15, 2026. Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 21:30 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 1,253 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-002289 · doc4.xml · derivative · entry 1 Mistarz Cecily · CIK 0002021190 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,253 Underlying: Common Stock · 1,253 shares Expires not disclosed 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: The award will vest at the date of the next succeeding annual shareholders meeting, but no later than March 15, 2026. F2 · derivative.expiration_date: The award will vest at the date of the next succeeding annual shareholders meeting, but no later than March 15, 2026. Read SEC document |
| May 20, 2024 Filed May 21, 2024 19:22 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 1,186 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-006281 · doc4.xml · derivative · entry 1 Mistarz Cecily · CIK 0002021190 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,186 Underlying: Common Stock · 1,186 shares Expires 2025-05-20 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.