person · Reporting owner
Haynes Morgan Tarazeta J
Disclosed activity across 1 company
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Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INCRJF · Entity 3126 | Chief Audit Executive | 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 | 5,028 |
Ending reported balance
After 2025-12-15 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2025-12-15 · Exercise / conversion · Acquired 898 · Balance 4,891 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 403 · Balance 5,294 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 272 · Balance 5,566 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 93 · Balance 5,473 Row 5 · 2025-12-15 · Tax withholding · Disposed 138 · Balance 5,335 Row 6 · 2025-12-15 · Tax withholding · Disposed 307 · Balance 5,028 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2027-12-15 | Direct | 1,677 |
Reported balance
After 2025-12-15 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2025-12-15 · Exercise / conversion · Disposed 272 · Balance 1,677 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 | 779 |
Reported balance
After 2025-12-15 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2025-12-15 · Exercise / conversion · Disposed 898 · Balance 779 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 2030-12-15 | Direct | 3,661 |
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 · Grant · Acquired 3,661 · Balance 3,661 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: RSUs vest 60% on 12/15/2028, 20% on 12/15/2029, and 20% on 12/15/2030. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2025-12-15 | Direct | 0 |
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 403 · 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 | 198 |
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 · Grant · Acquired 198 · Balance 198 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. F5: Award of RSUs as a portion of annual bonus under Amended and Restated 2012 Stock Incentive Plan. |
| Common StockSEC Table I · non-derivative | IndirectESOP | 377 |
Reported balance
Holding disclosure · report date 2025-12-15 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 377 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: RSUs vest 60% on 12/15/2028, 20% on 12/15/2029, and 20% on 12/15/2030.
F5: 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 13:07 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 198 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-010054 · doc4.xml · derivative · entry 12 Haynes Morgan Tarazeta J · CIK 0002056327 · Chief Audit Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 198 Underlying: Common Stock · 198 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. F5 · 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 13:07 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 403 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-010054 · doc4.xml · derivative · entry 11 Haynes Morgan Tarazeta J · CIK 0002056327 · Chief Audit Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 403 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 13:07 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 3,661 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-010054 · doc4.xml · derivative · entry 10 Haynes Morgan Tarazeta J · CIK 0002056327 · Chief Audit Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,661 Underlying: Common Stock · 3,661 shares Expires 2030-12-15 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 12/15/2028, 20% on 12/15/2029, and 20% on 12/15/2030. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 13:07 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 898 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-010054 · doc4.xml · derivative · entry 9 Haynes Morgan Tarazeta J · CIK 0002056327 · Chief Audit Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 779 Underlying: Common Stock · 898 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 13:07 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 272 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-010054 · doc4.xml · derivative · entry 8 Haynes Morgan Tarazeta J · CIK 0002056327 · Chief Audit Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,677 Underlying: Common Stock · 272 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 13:07 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 307 | $163.85 | $50,301.95 |
DisclosureSEC source: 0001225208-25-010054 · doc4.xml · nonDerivative · entry 6 Haynes Morgan Tarazeta J · CIK 0002056327 · Chief Audit Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,028 Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 13:07 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 138 | $163.85 | $22,611.30 |
DisclosureSEC source: 0001225208-25-010054 · doc4.xml · nonDerivative · entry 5 Haynes Morgan Tarazeta J · CIK 0002056327 · Chief Audit Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,335 Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 13:07 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 93 | $163.85 | $15,238.05 |
DisclosureSEC source: 0001225208-25-010054 · doc4.xml · nonDerivative · entry 4 Haynes Morgan Tarazeta J · CIK 0002056327 · Chief Audit Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,473 Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 13:07 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 272 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-010054 · doc4.xml · nonDerivative · entry 3 Haynes Morgan Tarazeta J · CIK 0002056327 · Chief Audit Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,566 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 13:07 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 403 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-010054 · doc4.xml · nonDerivative · entry 2 Haynes Morgan Tarazeta J · CIK 0002056327 · Chief Audit Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,294 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 13:07 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 898 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-010054 · doc4.xml · nonDerivative · entry 1 Haynes Morgan Tarazeta J · CIK 0002056327 · Chief Audit Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,891 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 04, 2025 Filed Dec 8, 2025 19:17 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GiftCommon Stock | 616 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-009779 · doc4.xml · nonDerivative · entry 1 Haynes Morgan Tarazeta J · CIK 0002056327 · Chief Audit Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,993 Read SEC document |
| November 30, 2025 Filed Dec 2, 2025 21:56 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 495 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-009590 · doc4.xml · derivative · entry 10 Haynes Morgan Tarazeta J · CIK 0002056327 · Chief Audit Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 843 Underlying: Common Stock · 495 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 21:56 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 347 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-009590 · doc4.xml · derivative · entry 9 Haynes Morgan Tarazeta J · CIK 0002056327 · Chief Audit Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,338 Underlying: Common Stock · 347 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 21:56 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 450 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-009590 · doc4.xml · derivative · entry 8 Haynes Morgan Tarazeta J · CIK 0002056327 · Chief Audit Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 450 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 21:56 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 120 | $156.54 | $18,784.80 |
DisclosureSEC source: 0001225208-25-009590 · doc4.xml · nonDerivative · entry 6 Haynes Morgan Tarazeta J · CIK 0002056327 · Chief Audit Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,609 Read SEC document |
| November 30, 2025 Filed Dec 2, 2025 21:56 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 110 | $156.54 | $17,219.40 |
DisclosureSEC source: 0001225208-25-009590 · doc4.xml · nonDerivative · entry 5 Haynes Morgan Tarazeta J · CIK 0002056327 · Chief Audit Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,729 Read SEC document |
| November 30, 2025 Filed Dec 2, 2025 21:56 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 84 | $156.54 | $13,149.36 |
DisclosureSEC source: 0001225208-25-009590 · doc4.xml · nonDerivative · entry 4 Haynes Morgan Tarazeta J · CIK 0002056327 · Chief Audit Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,839 Read SEC document |
| November 30, 2025 Filed Dec 2, 2025 21:56 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 347 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-009590 · doc4.xml · nonDerivative · entry 3 Haynes Morgan Tarazeta J · CIK 0002056327 · Chief Audit Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,923 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 21:56 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 450 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-009590 · doc4.xml · nonDerivative · entry 2 Haynes Morgan Tarazeta J · CIK 0002056327 · Chief Audit Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,576 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 21:56 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 495 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-009590 · doc4.xml · nonDerivative · entry 1 Haynes Morgan Tarazeta J · CIK 0002056327 · Chief Audit Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,126 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 |
| August 18, 2025 Filed Sep 9, 2025 19:22 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GiftCommon Stock | 114 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-007838 · doc4.xml · nonDerivative · entry 1 Haynes Morgan Tarazeta J · CIK 0002056327 · Chief Audit Executive 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,631 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.