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 04, 2023 Filed Dec 5, 2023 15:53 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010700 · doc4.xml · nonDerivative · entry 1 Shoukry Paul M · CIK 0001798349 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,626 Read SEC document |
| November 30, 2023 Filed Dec 1, 2023 13:39 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 4,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010561 · doc4.xml · derivative · entry 8 Shoukry Paul M · CIK 0001798349 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 4,500 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. F2 · 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 and will vest 20% on 11/30/2024 and 20% on 11/30/2025. F6 · balance_after: The RSU grant was previously reported as covering 5,000 shares awarded on December 3, 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 |
| November 30, 2023 Filed Dec 1, 2023 13:39 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 1,095 | $103.75 | $113,606.25 |
DisclosureSEC source: 0001225208-23-010561 · doc4.xml · nonDerivative · entry 5 Shoukry Paul M · CIK 0001798349 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,626 Read SEC document |
| November 30, 2023 Filed Dec 1, 2023 13:39 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 4,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010561 · doc4.xml · nonDerivative · entry 4 Shoukry Paul M · CIK 0001798349 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,721 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · 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 29, 2023 Filed Dec 1, 2023 13:39 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010561 · doc4.xml · derivative · entry 7 Shoukry Paul M · CIK 0001798349 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 900 shares Expires 2023-11-29 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · 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 11/29/2021, 20% on 11/29/2022, and 20% on 11/29/2023. Read SEC document |
| November 29, 2023 Filed Dec 1, 2023 13:39 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 219 | $102.73 | $22,497.87 |
DisclosureSEC source: 0001225208-23-010561 · doc4.xml · nonDerivative · entry 3 Shoukry Paul M · CIK 0001798349 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,221 Read SEC document |
| November 29, 2023 Filed Dec 1, 2023 13:39 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010561 · doc4.xml · nonDerivative · entry 2 Shoukry Paul M · CIK 0001798349 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,440 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. Read SEC document |
| November 22, 2023 Filed Nov 27, 2023 12:08 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010431 · doc4.xml · derivative · entry 4 Shoukry Paul M · CIK 0001798349 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,500 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. F3 · derivative.exercise_date: RSUs vested 60% on 11/22/2022, 20% on 11/22/2023, and will vest 20% on 11/22/2024. Read SEC document |
| November 22, 2023 Filed Nov 27, 2023 12:08 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 365 | $104.27 | $38,058.55 |
DisclosureSEC source: 0001225208-23-010431 · doc4.xml · nonDerivative · entry 2 Shoukry Paul M · CIK 0001798349 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,835 Read SEC document |
| November 22, 2023 Filed Nov 27, 2023 12:08 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010431 · doc4.xml · nonDerivative · entry 1 Shoukry Paul M · CIK 0001798349 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,200 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 20, 2023 Filed Dec 1, 2023 13:39 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantCommon Stock | 2,705 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010561 · doc4.xml · nonDerivative · entry 1 Shoukry Paul M · CIK 0001798349 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,405 F1 · shares: Vesting of Performance Restricted Stock Units (PRSUs) granted on 12/15/2020. The PRSU grant was adjusted to reflect the stock split that occurred on September 21, 2021. Read SEC document |
| November 03, 2023 Filed Nov 7, 2023 12:12 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010020 · doc4.xml · nonDerivative · entry 1 Shoukry Paul M · CIK 0001798349 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,700 Read SEC document |
| December 15, 2022 Filed Dec 15, 2022 20:47 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 5,441 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-012833 · doc4.xml · derivative · entry 3 Shoukry Paul M · CIK 0001798349 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,441 Underlying: Common Stock · 5,441 shares Expires 2025-12-15 F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F3 · shares: Award of RSUs as a portion of annual bonus under Amended and Restated 2012 Stock Incentive Plan. Read SEC document |
| December 15, 2022 Filed Dec 15, 2022 20:47 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 5,440 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-012833 · doc4.xml · derivative · entry 2 Shoukry Paul M · CIK 0001798349 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,507 Underlying: Common Stock · 5,440 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. F2 · derivative.exercise_date: RSUs vest 60% on 12/15/2025, 20% on 12/15/2026, and 20% on 12/15/2027. Read SEC document |
| December 15, 2022 Filed Dec 15, 2022 20:47 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 9,067 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-012833 · doc4.xml · derivative · entry 1 Shoukry Paul M · CIK 0001798349 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,067 Underlying: Common Stock · 9,067 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. F2 · derivative.exercise_date: RSUs vest 60% on 12/15/2025, 20% on 12/15/2026, and 20% on 12/15/2027. Read SEC document |
| December 13, 2022 Filed Dec 14, 2022 16:18 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 938 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-012662 · doc4.xml · derivative · entry 8 Shoukry Paul M · CIK 0001798349 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 938 shares Expires 2022-12-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F5 · balance_after: The RSU grant was previously reported as covering 625 shares awarded on December 13, 2019, 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 13, 2022 Filed Dec 14, 2022 16:18 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 369 | $111.52 | $41,150.88 |
DisclosureSEC source: 0001225208-22-012662 · doc4.xml · nonDerivative · entry 5 Shoukry Paul M · CIK 0001798349 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,700 Read SEC document |
| December 13, 2022 Filed Dec 14, 2022 16:18 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 938 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-012662 · doc4.xml · nonDerivative · entry 4 Shoukry Paul M · CIK 0001798349 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,069 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, 2022 Filed Dec 14, 2022 16:18 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 2,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-012662 · doc4.xml · derivative · entry 7 Shoukry Paul M · CIK 0001798349 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,800 Underlying: Common Stock · 2,700 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 and will vest 20% on 12/12/2023 and 20% on 12/12/2024. F4 · balance_after: The RSU grant was previously reported as covering 3,000 shares awarded on December 12, 2019, 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 12, 2022 Filed Dec 14, 2022 16:18 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 1,062 | $114.58 | $121,683.96 |
DisclosureSEC source: 0001225208-22-012662 · doc4.xml · nonDerivative · entry 3 Shoukry Paul M · CIK 0001798349 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,131 Read SEC document |
| December 12, 2022 Filed Dec 14, 2022 16:18 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 2,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-012662 · doc4.xml · nonDerivative · entry 2 Shoukry Paul M · CIK 0001798349 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,193 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, 2022 Filed Dec 14, 2022 16:18 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GiftCommon Stock | 880 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-012662 · doc4.xml · nonDerivative · entry 1 Shoukry Paul M · CIK 0001798349 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,493 Read SEC document |
| November 29, 2022 Filed Dec 1, 2022 17:25 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-012014 · doc4.xml · derivative · entry 4 Shoukry Paul M · CIK 0001798349 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 900 Underlying: Common Stock · 900 shares Expires 2023-11-29 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 11/29/2021, 20% on 11/29/2022, and will vest 20% on 11/29/2023. Read SEC document |
| November 29, 2022 Filed Dec 1, 2022 17:25 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 219 | $115.37 | $25,266.03 |
DisclosureSEC source: 0001225208-22-012014 · doc4.xml · nonDerivative · entry 2 Shoukry Paul M · CIK 0001798349 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,373 Read SEC document |
| November 29, 2022 Filed Dec 1, 2022 17:25 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-012014 · doc4.xml · nonDerivative · entry 1 Shoukry Paul M · CIK 0001798349 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,592 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. Read SEC document |
| November 22, 2022 Filed Nov 25, 2022 14:31 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 4,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-011907 · doc4.xml · derivative · entry 7 Shoukry Paul M · CIK 0001798349 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 4,500 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 and will vest 20% on 11/22/2023 and 20% on 11/22/2024. F5 · balance_after: The RSU grant was previously reported as covering 5,000 shares awarded on November 22, 2019, 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 |
| November 22, 2022 Filed Nov 25, 2022 14:31 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-011907 · doc4.xml · derivative · entry 6 Shoukry Paul M · CIK 0001798349 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 900 shares Expires 2022-11-22 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. F3 · derivative.exercise_date: RSUs vested 60% on 11/22/2020, 20% on 11/22/2021, and 20% on 11/22/2022. Read SEC document |
| November 22, 2022 Filed Nov 25, 2022 14:31 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 1,095 | $123.52 | $135,254.40 |
DisclosureSEC source: 0001225208-22-011907 · doc4.xml · nonDerivative · entry 4 Shoukry Paul M · CIK 0001798349 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,692 Read SEC document |
| November 22, 2022 Filed Nov 25, 2022 14:31 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 219 | $123.52 | $27,050.88 |
DisclosureSEC source: 0001225208-22-011907 · doc4.xml · nonDerivative · entry 3 Shoukry Paul M · CIK 0001798349 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,787 Read SEC document |
| November 22, 2022 Filed Nov 25, 2022 14:31 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-011907 · doc4.xml · nonDerivative · entry 2 Shoukry Paul M · CIK 0001798349 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,006 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. Read SEC document |
| November 22, 2022 Filed Nov 25, 2022 14:31 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 4,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-011907 · doc4.xml · nonDerivative · entry 1 Shoukry Paul M · CIK 0001798349 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,106 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. Read SEC document |
| June 24, 2022 Filed Jun 27, 2022 18:52 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-008295 · doc4.xml · nonDerivative · entry 1 Shoukry Paul M · CIK 0001798349 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,606 Read SEC document |
| December 15, 2021 Filed Dec 16, 2021 18:55 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 4,409 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-015038 · doc4.xml · derivative · entry 5 Shoukry Paul M · CIK 0001798349 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,409 Underlying: Common Stock · 4,409 shares Expires 2024-12-15 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 14, 2021 Filed Dec 16, 2021 18:55 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 716 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-015038 · doc4.xml · derivative · entry 4 Shoukry Paul M · CIK 0001798349 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 716 shares Expires 2021-12-14 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 · balance_after: The RSU grant was previously reported as covering 477 shares awarded on December 14, 2018, 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 14, 2021 Filed Dec 16, 2021 18:55 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 281 | $96.40 | $27,088.40 |
DisclosureSEC source: 0001225208-21-015038 · doc4.xml · nonDerivative · entry 2 Shoukry Paul M · CIK 0001798349 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,606 Read SEC document |
| December 14, 2021 Filed Dec 16, 2021 18:55 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 716 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-015038 · doc4.xml · nonDerivative · entry 1 Shoukry Paul M · CIK 0001798349 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,887 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, 2021 Filed Dec 6, 2021 20:19 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 11,589 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-014491 · doc4.xml · derivative · entry 3 Shoukry Paul M · CIK 0001798349 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,589 Underlying: Common Stock · 11,589 shares Expires 2026-11-30 F2 · 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 11/30/2024, 20% on 11/30/2025, and 20% on 11/30/2026. Read SEC document |
| December 01, 2021 Filed Dec 6, 2021 20:19 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-014491 · doc4.xml · nonDerivative · entry 1 Shoukry Paul M · CIK 0001798349 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,171 Read SEC document |
| November 30, 2021 Filed Dec 1, 2021 21:36 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-014277 · doc4.xml · derivative · entry 7 Shoukry Paul M · CIK 0001798349 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 900 shares Expires 2021-11-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F5 · derivative.exercise_date: RSUs vested 60% on 11/30/2019, 20% on 11/30/2020, and 20% on 11/30/2021. F6 · balance_after: The RSU grant was previously reported as covering 3,000 shares awarded on November 30, 2016, of which 600 shares remained outstanding, 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 |
| November 30, 2021 Filed Dec 1, 2021 21:36 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 219 | $98.29 | $21,525.51 |
DisclosureSEC source: 0001225208-21-014277 · doc4.xml · nonDerivative · entry 4 Shoukry Paul M · CIK 0001798349 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,171 Read SEC document |
| November 30, 2021 Filed Dec 1, 2021 21:36 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-014277 · doc4.xml · nonDerivative · entry 3 Shoukry Paul M · CIK 0001798349 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,390 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 29, 2021 Filed Dec 1, 2021 21:36 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 2,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-014277 · doc4.xml · derivative · entry 6 Shoukry Paul M · CIK 0001798349 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,800 Underlying: Common Stock · 2,700 shares Expires 2023-11-29 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 11/29/2021, will vest 20% on 11/29/2022, and 20% on 11/29/2023. F4 · balance_after: The RSU grant was previously reported as covering 3,000 shares awarded on November 29, 2018, 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 |
| November 29, 2021 Filed Dec 1, 2021 21:36 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 657 | $100.57 | $66,074.49 |
DisclosureSEC source: 0001225208-21-014277 · doc4.xml · nonDerivative · entry 2 Shoukry Paul M · CIK 0001798349 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,490 Read SEC document |
| November 29, 2021 Filed Dec 1, 2021 21:36 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 2,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-014277 · doc4.xml · nonDerivative · entry 1 Shoukry Paul M · CIK 0001798349 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,147 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. Read SEC document |
| November 22, 2021 Filed Nov 23, 2021 20:15 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-014077 · doc4.xml · derivative · entry 4 Shoukry Paul M · CIK 0001798349 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 900 Underlying: Common Stock · 900 shares Expires 2022-11-22 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 11/22/2020, 20% on 11/22/2021, and will vest 20% on 11/22/2022. F5 · balance_after: The RSU grant was previously reported as covering 3,000 shares awarded on November 22, 2017, of which 1,200 shares remained outstanding, 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 |
| November 22, 2021 Filed Nov 23, 2021 20:15 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 219 | $98.64 | $21,602.16 |
DisclosureSEC source: 0001225208-21-014077 · doc4.xml · nonDerivative · entry 2 Shoukry Paul M · CIK 0001798349 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,447 F2 · balance_after: On September 21, 2021, the common stock of RJF split 3-for-2, resulting in the reporting person's ownership of additional shares of common stock. Read SEC document |
| November 22, 2021 Filed Nov 23, 2021 20:15 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-014077 · doc4.xml · nonDerivative · entry 1 Shoukry Paul M · CIK 0001798349 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,666 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. F2 · balance_after: On September 21, 2021, the common stock of RJF split 3-for-2, resulting in the reporting person's ownership of additional shares of common stock. Read SEC document |
| December 15, 2020 Filed Dec 17, 2020 13:44 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 1,203 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-014784 · doc4.xml · derivative · entry 5 Shoukry Paul M · CIK 0001798349 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,203 Underlying: Common Stock · 1,203 shares Expires 2023-12-15 F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F3 · shares: Award of RSUs as a portion of annual bonus under Amended and Restated 2012 Stock Incentive Plan. Read SEC document |
| December 15, 2020 Filed Dec 17, 2020 13:44 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 96 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-014784 · doc4.xml · derivative · entry 4 Shoukry Paul M · CIK 0001798349 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 96 shares Expires 2020-12-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. Read SEC document |
| December 15, 2020 Filed Dec 17, 2020 13:44 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 37 | $93.49 | $3,459.13 |
DisclosureSEC source: 0001225208-20-014784 · doc4.xml · nonDerivative · entry 2 Shoukry Paul M · CIK 0001798349 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,844 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.