Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INCRJF · Entity 3126 | President, Capital Markets | 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 | 101,741 |
Ending reported balance
After 2025-12-15 transaction · row 7
7 source rows · reconciled sequenceRow 1 · 2025-12-15 · Exercise / conversion · Acquired 10,428 · Balance 105,878 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 111,318 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 114,582 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 113,298 Row 5 · 2025-12-15 · Tax withholding · Disposed 2,140 · Balance 111,158 Row 6 · 2025-12-15 · Tax withholding · Disposed 4,105 · Balance 107,053 Row 7 · 2025-12-15 · Tax withholding · Disposed 5,312 · Balance 101,741 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2027-12-15 | Direct | 11,243 |
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 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 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 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 2030-12-15 | Direct | 3,661 |
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 · 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 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2025-12-15 · Exercise / conversion · Disposed 10,428 · 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 | 6,103 |
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 6,103 · Balance 6,103 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 | 2,069 |
Reported balance
Holding disclosure · report date 2025-12-15 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 2,069 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 13:13 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 6,103 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-010057 · doc4.xml · derivative · entry 13 Bunn James E · CIK 0001706890 · President, Capital Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,103 Underlying: Common Stock · 6,103 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 13:13 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 10,428 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-010057 · doc4.xml · derivative · entry 12 Bunn James E · CIK 0001706890 · President, Capital Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,428 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 13:13 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 3,661 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-010057 · doc4.xml · derivative · entry 11 Bunn James E · CIK 0001706890 · President, Capital Markets 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 13:13 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 5,440 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-010057 · doc4.xml · derivative · entry 10 Bunn James E · CIK 0001706890 · President, Capital Markets 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 13:13 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 3,264 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-010057 · doc4.xml · derivative · entry 9 Bunn James E · CIK 0001706890 · President, Capital Markets 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 13:13 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 5,312 | $163.85 | $870,371.20 |
DisclosureSEC source: 0001225208-25-010057 · doc4.xml · nonDerivative · entry 7 Bunn James E · CIK 0001706890 · President, Capital Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,741 Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 13:13 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 4,105 | $163.85 | $672,604.25 |
DisclosureSEC source: 0001225208-25-010057 · doc4.xml · nonDerivative · entry 6 Bunn James E · CIK 0001706890 · President, Capital Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,053 Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 13:13 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 2,140 | $163.85 | $350,639.00 |
DisclosureSEC source: 0001225208-25-010057 · doc4.xml · nonDerivative · entry 5 Bunn James E · CIK 0001706890 · President, Capital Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 111,158 Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 13:13 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 1,284 | $163.85 | $210,383.40 |
DisclosureSEC source: 0001225208-25-010057 · doc4.xml · nonDerivative · entry 4 Bunn James E · CIK 0001706890 · President, Capital Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 113,298 Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 13:13 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 3,264 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-010057 · doc4.xml · nonDerivative · entry 3 Bunn James E · CIK 0001706890 · President, Capital Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 114,582 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 13:13 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 5,440 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-010057 · doc4.xml · nonDerivative · entry 2 Bunn James E · CIK 0001706890 · President, Capital Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 111,318 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 13:13 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 10,428 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-010057 · doc4.xml · nonDerivative · entry 1 Bunn James E · CIK 0001706890 · President, Capital Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,878 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 21:17 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantCommon Stock | 13,501 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-009668 · doc4.xml · nonDerivative · entry 1 Bunn James E · CIK 0001706890 · President, Capital Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,450 F1 · shares: Vesting of Performance Restricted Stock Units (PRSUs) granted on 12/15/2022. Read SEC document |
| November 30, 2025 Filed Dec 2, 2025 21:40 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 4,636 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-009582 · doc4.xml · derivative · entry 7 Bunn James E · CIK 0001706890 · President, Capital Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,636 Underlying: Common Stock · 4,636 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 21:40 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-009582 · doc4.xml · derivative · entry 6 Bunn James E · CIK 0001706890 · President, Capital Markets 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 21:40 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 1,824 | $156.54 | $285,528.96 |
DisclosureSEC source: 0001225208-25-009582 · doc4.xml · nonDerivative · entry 4 Bunn James E · CIK 0001706890 · President, Capital Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,949 Read SEC document |
| November 30, 2025 Filed Dec 2, 2025 21:40 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 590 | $156.54 | $92,358.60 |
DisclosureSEC source: 0001225208-25-009582 · doc4.xml · nonDerivative · entry 3 Bunn James E · CIK 0001706890 · President, Capital Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,773 Read SEC document |
| November 30, 2025 Filed Dec 2, 2025 21:40 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-009582 · doc4.xml · nonDerivative · entry 2 Bunn James E · CIK 0001706890 · President, Capital Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,363 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 21:40 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 4,636 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-009582 · doc4.xml · nonDerivative · entry 1 Bunn James E · CIK 0001706890 · President, Capital Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,863 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 |
| April 28, 2025 Filed Apr 29, 2025 16:45 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | SaleCommon Stock | 3,650 | $136.49 | $498,183.76 |
DisclosureSEC source: 0001225208-25-004497 · doc4.xml · nonDerivative · entry 1 Bunn James E · CIK 0001706890 · President, Capital Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,227 F1 · kind: The reporting person effected multiple same-way open market sale transactions on the same day at different prices through a trade order executed by a broker-dealer. The reporting person has reported on a single line all such transactions that occurred within a one dollar price range. The reporting person hereby undertakes to provide upon request by the Securities and Exchange Commission staff, the issuer or a shareholder of the issuer, full information regarding the number of shares sold at each separate price. F2 · price: Reflects the weighted average sale price. The range of prices for such transaction was $136.41 to $136.55. Read SEC document |
| January 02, 2025 Filed Jan 3, 2025 19:48 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 8,779 | $155.33 | $1,363,642.07 |
DisclosureSEC source: 0001225208-25-000157 · doc4.xml · nonDerivative · entry 1 Bunn James E · CIK 0001706890 · President, Capital Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,877 Read SEC document |
| December 15, 2024 Filed Dec 16, 2024 22:43 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 14,523 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010851 · doc4.xml · derivative · entry 6 Bunn James E · CIK 0001706890 · President, Capital Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,523 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 22:43 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 5,714 | $160.49 | $917,039.86 |
DisclosureSEC source: 0001225208-24-010851 · doc4.xml · nonDerivative · entry 2 Bunn James E · CIK 0001706890 · President, Capital Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,656 Read SEC document |
| December 15, 2024 Filed Dec 16, 2024 22:43 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 14,523 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010851 · doc4.xml · nonDerivative · entry 1 Bunn James E · CIK 0001706890 · President, Capital Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,370 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 22:43 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 1,715 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010851 · doc4.xml · derivative · entry 5 Bunn James E · CIK 0001706890 · President, Capital Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,715 Underlying: Common Stock · 1,715 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. F4 · 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 22:43 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 3,741 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010851 · doc4.xml · derivative · entry 4 Bunn James E · CIK 0001706890 · President, Capital Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,741 Underlying: Common Stock · 3,741 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. F3 · derivative.exercise_date: RSUs vest 60% on 12/15/2027, 20% on 12/15/2028, and 20% on 12/15/2029. Read SEC document |
| November 30, 2024 Filed Dec 3, 2024 22:35 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 13,907 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010478 · doc4.xml · derivative · entry 7 Bunn James E · CIK 0001706890 · President, Capital Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,272 Underlying: Common Stock · 13,907 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 22:35 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010478 · doc4.xml · derivative · entry 6 Bunn James E · CIK 0001706890 · President, Capital Markets 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 22:35 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 5,472 | $169.28 | $926,300.16 |
DisclosureSEC source: 0001225208-24-010478 · doc4.xml · nonDerivative · entry 4 Bunn James E · CIK 0001706890 · President, Capital Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,847 Read SEC document |
| November 30, 2024 Filed Dec 3, 2024 22:35 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 590 | $169.28 | $99,875.20 |
DisclosureSEC source: 0001225208-24-010478 · doc4.xml · nonDerivative · entry 3 Bunn James E · CIK 0001706890 · President, Capital Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,319 Read SEC document |
| November 30, 2024 Filed Dec 3, 2024 22:35 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010478 · doc4.xml · nonDerivative · entry 2 Bunn James E · CIK 0001706890 · President, Capital Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,909 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 22:35 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 13,907 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010478 · doc4.xml · nonDerivative · entry 1 Bunn James E · CIK 0001706890 · President, Capital Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,409 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 21:16 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantCommon Stock | 24,615 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010212 · doc4.xml · nonDerivative · entry 3 Bunn James E · CIK 0001706890 · President, Capital Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,502 F2 · shares: Vesting of Performance Restricted Stock Units (PRSUs) granted on 12/15/2021. Read SEC document |
| November 22, 2024 Filed Nov 26, 2024 21:16 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010212 · doc4.xml · derivative · entry 5 Bunn James E · CIK 0001706890 · President, Capital Markets 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 21:16 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 590 | $163.78 | $96,630.20 |
DisclosureSEC source: 0001225208-24-010212 · doc4.xml · nonDerivative · entry 2 Bunn James E · CIK 0001706890 · President, Capital Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,887 Read SEC document |
| November 22, 2024 Filed Nov 26, 2024 21:16 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010212 · doc4.xml · nonDerivative · entry 1 Bunn James E · CIK 0001706890 · President, Capital Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,477 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 |
| May 20, 2024 Filed May 22, 2024 13:40 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 19,775 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-006290 · doc4.xml · derivative · entry 1 Bunn James E · CIK 0001706890 · Pres-GlobEq&Inv Banking-RJA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,775 Underlying: Common Stock · 19,775 shares Expires 2029-05-31 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 5/31/2027, 20% on 5/31/2028, and 20% on 5/31/2029. Read SEC document |
| May 03, 2024 Filed May 6, 2024 20:42 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | SaleCommon Stock | 11,095 | $124.44 | $1,380,614.09 |
DisclosureSEC source: 0001225208-24-005672 · doc4.xml · nonDerivative · entry 1 Bunn James E · CIK 0001706890 · Pres-GlobEq&Inv Banking-RJA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,977 F1 · kind: The reporting person effected multiple same-way open market sale transactions on the same day at different prices through a trade order executed by a broker-dealer. The reporting person has reported on a single line all such transactions that occurred within a one dollar price range. The reporting person hereby undertakes to provide upon request by the Securities and Exchange Commission staff, the issuer or a shareholder of the issuer, full information regarding the number of shares sold at each separate price. F2 · price: Reflects the weighted average sale price. The range of prices for such transaction was $124.25 to $124.72. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 20:46 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 2,967 | $111.50 | $330,820.50 |
DisclosureSEC source: 0001225208-24-000194 · doc4.xml · nonDerivative · entry 1 Bunn James E · CIK 0001706890 · Pres-GlobEq&Inv Banking-RJA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,072 Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 20:54 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 1,353 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011202 · doc4.xml · derivative · entry 6 Bunn James E · CIK 0001706890 · Pres-GlobEq&Inv Banking-RJA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,353 Underlying: Common Stock · 1,353 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 20:54 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 7,176 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011202 · doc4.xml · derivative · entry 5 Bunn James E · CIK 0001706890 · Pres-GlobEq&Inv Banking-RJA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,176 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 4,784 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 20:54 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 5,411 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011202 · doc4.xml · derivative · entry 4 Bunn James E · CIK 0001706890 · Pres-GlobEq&Inv Banking-RJA 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 20:54 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 2,823 | $110.88 | $313,014.24 |
DisclosureSEC source: 0001225208-23-011202 · doc4.xml · nonDerivative · entry 2 Bunn James E · CIK 0001706890 · Pres-GlobEq&Inv Banking-RJA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,039 Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 20:54 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 7,176 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011202 · doc4.xml · nonDerivative · entry 1 Bunn James E · CIK 0001706890 · Pres-GlobEq&Inv Banking-RJA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,862 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, 2023 Filed Dec 1, 2023 13:40 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 4,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010563 · doc4.xml · derivative · entry 8 Bunn James E · CIK 0001706890 · Pres-GlobEq&Inv Banking-RJA 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 13:40 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 1,770 | $103.75 | $183,637.50 |
DisclosureSEC source: 0001225208-23-010563 · doc4.xml · nonDerivative · entry 5 Bunn James E · CIK 0001706890 · Pres-GlobEq&Inv Banking-RJA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,686 Read SEC document |
| November 30, 2023 Filed Dec 1, 2023 13:40 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 4,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010563 · doc4.xml · nonDerivative · entry 4 Bunn James E · CIK 0001706890 · Pres-GlobEq&Inv Banking-RJA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,456 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 13:40 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010563 · doc4.xml · derivative · entry 7 Bunn James E · CIK 0001706890 · Pres-GlobEq&Inv Banking-RJA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,500 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 13:40 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 603 | $102.73 | $61,946.19 |
DisclosureSEC source: 0001225208-23-010563 · doc4.xml · nonDerivative · entry 3 Bunn James E · CIK 0001706890 · Pres-GlobEq&Inv Banking-RJA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,956 Read SEC document |
| November 29, 2023 Filed Dec 1, 2023 13:40 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010563 · doc4.xml · nonDerivative · entry 2 Bunn James E · CIK 0001706890 · Pres-GlobEq&Inv Banking-RJA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,559 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.