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, 2020 Filed Dec 17, 2020 13:44 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 96 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-014784 · doc4.xml · nonDerivative · entry 1 Shoukry Paul M · CIK 0001798349 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,881 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 03, 2020 Filed Dec 4, 2020 16:37 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-014252 · doc4.xml · derivative · entry 1 Shoukry Paul M · CIK 0001798349 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2025-11-30 F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F2 · derivative.exercise_date: RSUs vest 60% on 11/30/2023, 20% on 11/30/2024, and 20% on 11/30/2025. Read SEC document |
| November 30, 2020 Filed Dec 2, 2020 14:40 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-014080 · doc4.xml · derivative · entry 4 Shoukry Paul M · CIK 0001798349 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 600 Underlying: Common Stock · 600 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. F3 · derivative.exercise_date: RSUs vested 60% on 11/30/2019, 20% on 11/30/2020, and will vest 20% on 11/30/2021. Read SEC document |
| November 30, 2020 Filed Dec 2, 2020 14:40 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 146 | $90.95 | $13,278.70 |
DisclosureSEC source: 0001225208-20-014080 · doc4.xml · nonDerivative · entry 2 Shoukry Paul M · CIK 0001798349 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,785 Read SEC document |
| November 30, 2020 Filed Dec 2, 2020 14:40 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-014080 · doc4.xml · nonDerivative · entry 1 Shoukry Paul M · CIK 0001798349 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,931 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, 2020 Filed Nov 24, 2020 16:11 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 1,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-013840 · doc4.xml · derivative · entry 4 Shoukry Paul M · CIK 0001798349 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,200 Underlying: Common Stock · 1,800 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, and will vest 20% on 11/22/2021, and 20% on 11/22/2022. Read SEC document |
| November 22, 2020 Filed Nov 24, 2020 16:11 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 438 | $88.51 | $38,767.38 |
DisclosureSEC source: 0001225208-20-013840 · doc4.xml · nonDerivative · entry 2 Shoukry Paul M · CIK 0001798349 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,331 Read SEC document |
| November 22, 2020 Filed Nov 24, 2020 16:11 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 1,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-013840 · doc4.xml · nonDerivative · entry 1 Shoukry Paul M · CIK 0001798349 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,769 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 19, 2020 Filed Nov 23, 2020 13:40 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-013778 · 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 · 600 shares Expires 2020-11-19 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 |
| November 19, 2020 Filed Nov 23, 2020 13:40 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 145 | $89.20 | $12,934.00 |
DisclosureSEC source: 0001225208-20-013778 · doc4.xml · nonDerivative · entry 2 Shoukry Paul M · CIK 0001798349 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,969 Read SEC document |
| November 19, 2020 Filed Nov 23, 2020 13:40 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-013778 · doc4.xml · nonDerivative · entry 1 Shoukry Paul M · CIK 0001798349 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,114 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.