Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INCRJF · Entity 3126 | Director · CEO | December 15, 2025 | December 17, 2025 |
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 17, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 40,379 |
Ending reported balance
After 2025-12-15 transaction · row 8
8 source rows · reconciled sequenceRow 1 · 2025-12-15 · Exercise / conversion · Acquired 5,441 · Balance 48,716 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 5,440 · Balance 54,156 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 3,264 · Balance 57,420 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 1,284 · Balance 56,136 Row 5 · 2025-12-15 · Tax withholding · Disposed 2,140 · Balance 53,996 Row 6 · 2025-12-15 · Tax withholding · Disposed 2,142 · Balance 51,854 Row 7 · 2025-12-15 · Tax withholding · Disposed 2,771 · Balance 49,083 Row 8 · 2025-12-15 · Gift · Disposed 8,704 · Balance 40,379 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2027-12-15 | Direct | 11,243 |
Reported balance
After 2025-12-15 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2025-12-15 · Exercise / conversion · Disposed 3,264 · Balance 11,243 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. F3: 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 2027-12-15 | Direct | 5,803 |
Reported balance
After 2025-12-15 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2025-12-15 · Exercise / conversion · Disposed 5,440 · Balance 5,803 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. F3: 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 | 0 |
Reported balance
After 2025-12-15 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2025-12-15 · Exercise / conversion · Disposed 5,441 · 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 | 19,530 |
Reported balance
After 2025-12-15 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2025-12-15 · Grant · Acquired 19,530 · Balance 19,530 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. F4: Award of RSUs as a portion of annual bonus under Amended and Restated 2012 Stock Incentive Plan. |
| Common StockSEC Table I · non-derivative | IndirectESOP | 1,378 |
Reported balance
Holding disclosure · report date 2025-12-15 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 1,378 F2: 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: Includes shares of common stock acquired under the reporting person's Employee Stock Ownership Plan (ESOP) account through December 10, 2025.
F3: RSUs vested 60% on 12/15/2025 and will vest 20% on 12/15/2026 and 20% on 12/15/2027.
F4: Award of RSUs as a portion of annual bonus under Amended and Restated 2012 Stock Incentive Plan.
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, 2025 Filed Dec 17, 2025 12:57 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 19,530 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-010052 · doc4.xml · derivative · entry 13 Shoukry Paul M · CIK 0001798349 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,530 Underlying: Common Stock · 19,530 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. F4 · 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 17, 2025 12:57 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 5,441 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-010052 · doc4.xml · derivative · entry 12 Shoukry Paul M · CIK 0001798349 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,441 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 17, 2025 12:57 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 5,440 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-010052 · doc4.xml · derivative · entry 11 Shoukry Paul M · CIK 0001798349 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,803 Underlying: Common Stock · 5,440 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. F3 · 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 17, 2025 12:57 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 3,264 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-010052 · doc4.xml · derivative · entry 10 Shoukry Paul M · CIK 0001798349 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,243 Underlying: Common Stock · 3,264 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. F3 · 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 17, 2025 12:57 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GiftCommon Stock | 8,704 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-010052 · doc4.xml · nonDerivative · entry 8 Shoukry Paul M · CIK 0001798349 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,379 Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 12:57 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 2,771 | $163.85 | $454,028.35 |
DisclosureSEC source: 0001225208-25-010052 · doc4.xml · nonDerivative · entry 7 Shoukry Paul M · CIK 0001798349 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,083 Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 12:57 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 2,142 | $163.85 | $350,966.70 |
DisclosureSEC source: 0001225208-25-010052 · doc4.xml · nonDerivative · entry 6 Shoukry Paul M · CIK 0001798349 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,854 Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 12:57 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 2,140 | $163.85 | $350,639.00 |
DisclosureSEC source: 0001225208-25-010052 · doc4.xml · nonDerivative · entry 5 Shoukry Paul M · CIK 0001798349 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,996 Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 12:57 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 1,284 | $163.85 | $210,383.40 |
DisclosureSEC source: 0001225208-25-010052 · doc4.xml · nonDerivative · entry 4 Shoukry Paul M · CIK 0001798349 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,136 Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 12:57 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 3,264 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-010052 · doc4.xml · nonDerivative · entry 3 Shoukry Paul M · CIK 0001798349 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,420 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 17, 2025 12:57 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 5,440 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-010052 · doc4.xml · nonDerivative · entry 2 Shoukry Paul M · CIK 0001798349 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,156 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 17, 2025 12:57 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 5,441 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-010052 · doc4.xml · nonDerivative · entry 1 Shoukry Paul M · CIK 0001798349 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,716 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 21:20 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantCommon Stock | 7,043 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-009673 · doc4.xml · nonDerivative · entry 1 Shoukry Paul M · CIK 0001798349 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,275 F1 · shares: Vesting of Performance Restricted Stock Units (PRSUs) granted on 12/15/2022. Read SEC document |
| November 30, 2025 Filed Dec 2, 2025 22:02 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 2,318 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-009596 · doc4.xml · derivative · entry 7 Shoukry Paul M · CIK 0001798349 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,318 Underlying: Common Stock · 2,318 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 22:02 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-009596 · doc4.xml · derivative · entry 6 Shoukry Paul M · CIK 0001798349 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,500 shares Expires 2025-11-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 22:02 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 912 | $156.54 | $142,764.48 |
DisclosureSEC source: 0001225208-25-009596 · doc4.xml · nonDerivative · entry 4 Shoukry Paul M · CIK 0001798349 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,232 Read SEC document |
| November 30, 2025 Filed Dec 2, 2025 22:02 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 590 | $156.54 | $92,358.60 |
DisclosureSEC source: 0001225208-25-009596 · doc4.xml · nonDerivative · entry 3 Shoukry Paul M · CIK 0001798349 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,144 Read SEC document |
| November 30, 2025 Filed Dec 2, 2025 22:02 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-009596 · doc4.xml · nonDerivative · entry 2 Shoukry Paul M · CIK 0001798349 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,734 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 22:02 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 2,318 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-009596 · doc4.xml · nonDerivative · entry 1 Shoukry Paul M · CIK 0001798349 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,234 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 21:33 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 15,666 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-002295 · doc4.xml · derivative · entry 1 Shoukry Paul M · CIK 0001798349 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,666 Underlying: Common Stock · 15,666 shares Expires 2030-02-28 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 2/28/2028, 20% on 2/28/2029, and 20% 2/28/2030. Read SEC document |
| January 02, 2025 Filed Jan 3, 2025 20:39 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 2,033 | $155.33 | $315,785.89 |
DisclosureSEC source: 0001225208-25-000164 · doc4.xml · nonDerivative · entry 1 Shoukry Paul M · CIK 0001798349 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,916 Read SEC document |
| December 15, 2024 Filed Dec 16, 2024 18:14 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 4,409 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010836 · doc4.xml · derivative · entry 9 Shoukry Paul M · CIK 0001798349 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,409 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 16, 2024 18:14 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 1,734 | $160.49 | $278,289.66 |
DisclosureSEC source: 0001225208-24-010836 · doc4.xml · nonDerivative · entry 4 Shoukry Paul M · CIK 0001798349 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,949 Read SEC document |
| December 15, 2024 Filed Dec 16, 2024 18:14 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 4,409 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010836 · doc4.xml · nonDerivative · entry 3 Shoukry Paul M · CIK 0001798349 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,683 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 16, 2024 18:14 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 7,950 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010836 · doc4.xml · derivative · entry 8 Shoukry Paul M · CIK 0001798349 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,950 Underlying: Common Stock · 7,950 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. F5 · shares: Award of RSUs as a portion of annual bonus under Amended and Restated 2012 Stock Incentive Plan. Read SEC document |
| December 13, 2024 Filed Dec 16, 2024 18:14 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 6,235 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010836 · doc4.xml · derivative · entry 7 Shoukry Paul M · CIK 0001798349 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,235 Underlying: Common Stock · 6,235 shares Expires 2029-12-15 F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F4 · derivative.exercise_date: RSUs vest 60% on 12/15/2027, 20% on 12/15/2028, and 20% on 12/15/2029. Read SEC document |
| December 12, 2024 Filed Dec 16, 2024 18:14 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010836 · doc4.xml · derivative · entry 6 Shoukry Paul M · CIK 0001798349 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 900 shares Expires 2024-12-12 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 12/12/2022, 20% on 12/12/2023, and 20% on 12/12/2024. Read SEC document |
| December 12, 2024 Filed Dec 16, 2024 18:14 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 354 | $161.51 | $57,174.54 |
DisclosureSEC source: 0001225208-24-010836 · doc4.xml · nonDerivative · entry 2 Shoukry Paul M · CIK 0001798349 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,274 Read SEC document |
| December 12, 2024 Filed Dec 16, 2024 18:14 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010836 · doc4.xml · nonDerivative · entry 1 Shoukry Paul M · CIK 0001798349 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,628 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. Read SEC document |
| December 09, 2024 Filed Dec 10, 2024 22:50 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GiftCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010679 · doc4.xml · nonDerivative · entry 1 Shoukry Paul M · CIK 0001798349 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,728 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 | 6,953 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010482 · doc4.xml · derivative · entry 7 Shoukry Paul M · CIK 0001798349 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,636 Underlying: Common Stock · 6,953 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 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 | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010482 · doc4.xml · derivative · entry 6 Shoukry Paul M · CIK 0001798349 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,500 Underlying: Common Stock · 1,500 shares Expires 2025-11-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 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 | 2,466 | $169.28 | $417,444.48 |
DisclosureSEC source: 0001225208-24-010482 · doc4.xml · nonDerivative · entry 4 Shoukry Paul M · CIK 0001798349 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,228 Read SEC document |
| November 30, 2024 Filed Dec 3, 2024 22:43 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 532 | $169.28 | $90,056.96 |
DisclosureSEC source: 0001225208-24-010482 · doc4.xml · nonDerivative · entry 3 Shoukry Paul M · CIK 0001798349 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,694 Read SEC document |
| November 30, 2024 Filed Dec 3, 2024 22:43 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010482 · doc4.xml · nonDerivative · entry 2 Shoukry Paul M · CIK 0001798349 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,226 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 | 6,953 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010482 · doc4.xml · nonDerivative · entry 1 Shoukry Paul M · CIK 0001798349 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,726 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 16:01 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantCommon Stock | 7,472 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010194 · doc4.xml · nonDerivative · entry 3 Shoukry Paul M · CIK 0001798349 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,773 F2 · shares: Vesting of Performance Restricted Stock Units (PRSUs) granted on 12/15/2021. Read SEC document |
| November 22, 2024 Filed Nov 26, 2024 16:01 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010194 · doc4.xml · derivative · entry 5 Shoukry Paul M · CIK 0001798349 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,500 shares Expires 2024-11-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. 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 16:01 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 365 | $163.78 | $59,779.70 |
DisclosureSEC source: 0001225208-24-010194 · doc4.xml · nonDerivative · entry 2 Shoukry Paul M · CIK 0001798349 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,301 Read SEC document |
| November 22, 2024 Filed Nov 26, 2024 16:01 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010194 · doc4.xml · nonDerivative · entry 1 Shoukry Paul M · CIK 0001798349 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,666 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, 2024 Filed Aug 1, 2024 20:41 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GiftCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-007770 · doc4.xml · nonDerivative · entry 1 Shoukry Paul M · CIK 0001798349 · Director · President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,166 Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 19:52 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 736 | $111.50 | $82,064.00 |
DisclosureSEC source: 0001225208-24-000183 · doc4.xml · nonDerivative · entry 1 Shoukry Paul M · CIK 0001798349 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,666 Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 17:07 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 6,313 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011188 · doc4.xml · derivative · entry 6 Shoukry Paul M · CIK 0001798349 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,313 Underlying: Common Stock · 6,313 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 17:07 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 1,805 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011188 · doc4.xml · derivative · entry 5 Shoukry Paul M · CIK 0001798349 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,805 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 1,203 shares awarded on December 15, 2020, but was adjusted to reflect the 3-for-2 stock split by means of a stock dividend that occurred on September 21, 2021. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 17:07 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 5,411 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011188 · doc4.xml · derivative · entry 4 Shoukry Paul M · CIK 0001798349 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,411 Underlying: Common Stock · 5,411 shares Expires 2028-12-15 F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F3 · derivative.exercise_date: RSUs vest 60% on 12/15/2026, 20% on 12/15/2027, and 20% on 12/15/2028. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 17:07 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 710 | $110.88 | $78,724.80 |
DisclosureSEC source: 0001225208-23-011188 · doc4.xml · nonDerivative · entry 2 Shoukry Paul M · CIK 0001798349 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,402 Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 17:07 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 1,805 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011188 · doc4.xml · nonDerivative · entry 1 Shoukry Paul M · CIK 0001798349 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,112 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 12, 2023 Filed Dec 12, 2023 22:30 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010995 · doc4.xml · derivative · entry 4 Shoukry Paul M · CIK 0001798349 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 900 Underlying: Common Stock · 900 shares Expires 2024-12-12 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 12/12/2022, 20% on 12/12/2023, and will vest 20% on 12/12/2024. Read SEC document |
| December 12, 2023 Filed Dec 12, 2023 22:30 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 219 | $108.04 | $23,660.76 |
DisclosureSEC source: 0001225208-23-010995 · doc4.xml · nonDerivative · entry 2 Shoukry Paul M · CIK 0001798349 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,307 Read SEC document |
| December 12, 2023 Filed Dec 12, 2023 22:30 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010995 · doc4.xml · nonDerivative · entry 1 Shoukry Paul M · CIK 0001798349 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,526 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.