Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INCRJF · Entity 3126 | Chief Financial Officer | 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 |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2030-12-15 | Direct | 3,661 |
Reported balance
After 2025-12-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 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. F2: 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 2028-12-15 | Direct | 1,678 |
Reported balance
After 2025-12-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-12-15 · Grant · Acquired 1,678 · Balance 1,678 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: Award of RSUs as a portion of annual bonus under Amended and Restated 2012 Stock Incentive Plan. |
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: RSUs vest 60% on 12/15/2028, 20% on 12/15/2029, and 20% on 12/15/2030.
F3: 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 13:31 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 1,678 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-010064 · doc4.xml · derivative · entry 2 Oorlog Jonathan W JR · CIK 0001825440 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,678 Underlying: Common Stock · 1,678 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 · 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 13:31 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 3,661 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-010064 · doc4.xml · derivative · entry 1 Oorlog Jonathan W JR · CIK 0001825440 · Chief Financial Officer 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. F2 · 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 02, 2025 Filed Dec 2, 2025 21:42 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 631 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-009583 · doc4.xml · derivative · entry 16 Oorlog Jonathan W JR · CIK 0001825440 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 631 shares Expires 2025-12-02 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 02, 2025 Filed Dec 2, 2025 21:42 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 138 | $155.83 | $21,504.54 |
DisclosureSEC source: 0001225208-25-009583 · doc4.xml · nonDerivative · entry 10 Oorlog Jonathan W JR · CIK 0001825440 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,377 Read SEC document |
| December 02, 2025 Filed Dec 2, 2025 21:42 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 631 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-009583 · doc4.xml · nonDerivative · entry 9 Oorlog Jonathan W JR · CIK 0001825440 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,515 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 21:42 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 2,056 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-009583 · doc4.xml · derivative · entry 15 Oorlog Jonathan W JR · CIK 0001825440 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,056 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. Read SEC document |
| November 30, 2025 Filed Dec 2, 2025 21:42 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 510 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-009583 · doc4.xml · derivative · entry 14 Oorlog Jonathan W JR · CIK 0001825440 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 916 Underlying: Common Stock · 510 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 21:42 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 408 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-009583 · doc4.xml · derivative · entry 13 Oorlog Jonathan W JR · CIK 0001825440 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,426 Underlying: Common Stock · 408 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 21:42 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 750 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-009583 · doc4.xml · derivative · entry 12 Oorlog Jonathan W JR · CIK 0001825440 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 750 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 21:42 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 482 | $156.54 | $75,452.28 |
DisclosureSEC source: 0001225208-25-009583 · doc4.xml · nonDerivative · entry 8 Oorlog Jonathan W JR · CIK 0001825440 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,884 Read SEC document |
| November 30, 2025 Filed Dec 2, 2025 21:42 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 178 | $156.54 | $27,864.12 |
DisclosureSEC source: 0001225208-25-009583 · doc4.xml · nonDerivative · entry 7 Oorlog Jonathan W JR · CIK 0001825440 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,366 Read SEC document |
| November 30, 2025 Filed Dec 2, 2025 21:42 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 119 | $156.54 | $18,628.26 |
DisclosureSEC source: 0001225208-25-009583 · doc4.xml · nonDerivative · entry 6 Oorlog Jonathan W JR · CIK 0001825440 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,544 Read SEC document |
| November 30, 2025 Filed Dec 2, 2025 21:42 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 95 | $156.54 | $14,871.30 |
DisclosureSEC source: 0001225208-25-009583 · doc4.xml · nonDerivative · entry 5 Oorlog Jonathan W JR · CIK 0001825440 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,663 Read SEC document |
| November 30, 2025 Filed Dec 2, 2025 21:42 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 408 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-009583 · doc4.xml · nonDerivative · entry 4 Oorlog Jonathan W JR · CIK 0001825440 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,758 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 21:42 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 510 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-009583 · doc4.xml · nonDerivative · entry 3 Oorlog Jonathan W JR · CIK 0001825440 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,350 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 21:42 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 750 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-009583 · doc4.xml · nonDerivative · entry 2 Oorlog Jonathan W JR · CIK 0001825440 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,840 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 21:42 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 2,056 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-009583 · doc4.xml · nonDerivative · entry 1 Oorlog Jonathan W JR · CIK 0001825440 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,090 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 06, 2024 Filed Dec 10, 2024 17:51 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 577 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010658 · doc4.xml · derivative · entry 1 Oorlog Jonathan W JR · CIK 0001825440 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 577 Underlying: Common Stock · 577 shares Expires 2027-12-06 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 · shares: Award of RSUs as a portion of annual bonus under Amended and Restated 2012 Stock Incentive Plan. Read SEC document |
| December 03, 2024 Filed Dec 3, 2024 22:16 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 139 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010468 · doc4.xml · derivative · entry 13 Oorlog Jonathan W JR · CIK 0001825440 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 139 shares Expires 2024-12-03 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 03, 2024 Filed Dec 3, 2024 22:16 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 30 | $166.95 | $5,008.50 |
DisclosureSEC source: 0001225208-24-010468 · doc4.xml · nonDerivative · entry 8 Oorlog Jonathan W JR · CIK 0001825440 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,034 Read SEC document |
| December 03, 2024 Filed Dec 3, 2024 22:16 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 139 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010468 · doc4.xml · nonDerivative · entry 7 Oorlog Jonathan W JR · CIK 0001825440 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,064 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 22:16 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 1,528 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010468 · doc4.xml · derivative · entry 12 Oorlog Jonathan W JR · CIK 0001825440 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,834 Underlying: Common Stock · 1,528 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 22:16 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 1,222 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010468 · doc4.xml · derivative · entry 11 Oorlog Jonathan W JR · CIK 0001825440 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,362 Underlying: Common Stock · 1,222 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 22:16 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 750 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010468 · doc4.xml · derivative · entry 10 Oorlog Jonathan W JR · CIK 0001825440 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 750 Underlying: Common Stock · 750 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 22:16 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 353 | $169.28 | $59,755.84 |
DisclosureSEC source: 0001225208-24-010468 · doc4.xml · nonDerivative · entry 6 Oorlog Jonathan W JR · CIK 0001825440 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,925 Read SEC document |
| November 30, 2024 Filed Dec 3, 2024 22:16 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 282 | $169.28 | $47,736.96 |
DisclosureSEC source: 0001225208-24-010468 · doc4.xml · nonDerivative · entry 5 Oorlog Jonathan W JR · CIK 0001825440 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,278 Read SEC document |
| November 30, 2024 Filed Dec 3, 2024 22:16 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 174 | $169.28 | $29,454.72 |
DisclosureSEC source: 0001225208-24-010468 · doc4.xml · nonDerivative · entry 4 Oorlog Jonathan W JR · CIK 0001825440 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,560 Read SEC document |
| November 30, 2024 Filed Dec 3, 2024 22:16 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 750 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010468 · doc4.xml · nonDerivative · entry 3 Oorlog Jonathan W JR · CIK 0001825440 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,734 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. Read SEC document |
| November 30, 2024 Filed Dec 3, 2024 22:16 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 1,222 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010468 · doc4.xml · nonDerivative · entry 2 Oorlog Jonathan W JR · CIK 0001825440 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,984 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 22:16 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 1,528 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010468 · doc4.xml · nonDerivative · entry 1 Oorlog Jonathan W JR · CIK 0001825440 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,762 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 21:19 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 1,513 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010216 · doc4.xml · derivative · entry 5 Oorlog Jonathan W JR · CIK 0001825440 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,513 Underlying: Common Stock · 1,513 shares Expires 2029-11-30 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. F4 · derivative.exercise_date: RSUs vest 60% on 11/30/2027, 20% on 11/30/2028, and 20% on 11/30/2029. Read SEC document |
| November 22, 2024 Filed Nov 26, 2024 21:19 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010216 · doc4.xml · derivative · entry 4 Oorlog Jonathan W JR · CIK 0001825440 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 600 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 20% on 11/22/2024. Read SEC document |
| November 22, 2024 Filed Nov 26, 2024 21:19 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 146 | $163.78 | $23,911.88 |
DisclosureSEC source: 0001225208-24-010216 · doc4.xml · nonDerivative · entry 2 Oorlog Jonathan W JR · CIK 0001825440 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,234 Read SEC document |
| November 22, 2024 Filed Nov 26, 2024 21:19 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010216 · doc4.xml · nonDerivative · entry 1 Oorlog Jonathan W JR · CIK 0001825440 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,380 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 01, 2023 Filed Dec 4, 2023 23:36 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 782 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010683 · doc4.xml · derivative · entry 1 Oorlog Jonathan W JR · CIK 0001825440 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 782 Underlying: Common Stock · 782 shares Expires 2026-12-01 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 · shares: Award of RSUs as a portion of annual bonus under Amended and Restated 2012 Stock Incentive Plan. Read SEC document |
| November 30, 2023 Filed Dec 1, 2023 19:52 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 2,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010589 · doc4.xml · derivative · entry 8 Oorlog Jonathan W JR · CIK 0001825440 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,500 Underlying: Common Stock · 2,250 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. 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 2,500 shares awarded on November 23, 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 19:52 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 601 | $103.75 | $62,353.75 |
DisclosureSEC source: 0001225208-23-010589 · doc4.xml · nonDerivative · entry 4 Oorlog Jonathan W JR · CIK 0001825440 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,780 Read SEC document |
| November 30, 2023 Filed Dec 1, 2023 19:52 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 2,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010589 · doc4.xml · nonDerivative · entry 3 Oorlog Jonathan W JR · CIK 0001825440 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,381 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, 2023 Filed Dec 1, 2023 19:52 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 450 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010589 · doc4.xml · derivative · entry 7 Oorlog Jonathan W JR · CIK 0001825440 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 450 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. 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 19:52 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 109 | $102.73 | $11,197.57 |
DisclosureSEC source: 0001225208-23-010589 · doc4.xml · nonDerivative · entry 2 Oorlog Jonathan W JR · CIK 0001825440 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,131 Read SEC document |
| November 29, 2023 Filed Dec 1, 2023 19:52 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 450 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010589 · doc4.xml · nonDerivative · entry 1 Oorlog Jonathan W JR · CIK 0001825440 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,240 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, 2023 Filed Nov 24, 2023 14:48 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010407 · doc4.xml · derivative · entry 4 Oorlog Jonathan W JR · CIK 0001825440 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 600 Underlying: Common Stock · 600 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 24, 2023 14:48 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 146 | $104.27 | $15,223.42 |
DisclosureSEC source: 0001225208-23-010407 · doc4.xml · nonDerivative · entry 2 Oorlog Jonathan W JR · CIK 0001825440 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,790 Read SEC document |
| November 22, 2023 Filed Nov 24, 2023 14:48 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010407 · doc4.xml · nonDerivative · entry 1 Oorlog Jonathan W JR · CIK 0001825440 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,936 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 19:52 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 2,396 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010589 · doc4.xml · derivative · entry 6 Oorlog Jonathan W JR · CIK 0001825440 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,396 Underlying: Common Stock · 2,396 shares Expires 2028-11-30 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. F3 · derivative.exercise_date: RSUs vest 60% on 11/30/2026, 20% on 11/30/2027, and 20% on 11/30/2028. Read SEC document |
| December 02, 2022 Filed Dec 5, 2022 18:37 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 631 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-012265 · doc4.xml · derivative · entry 1 Oorlog Jonathan W JR · CIK 0001825440 · Senior VP and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 631 Underlying: Common Stock · 631 shares Expires 2025-12-02 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 · shares: Award of RSUs as a portion of annual bonus under Amended and Restated 2012 Stock Incentive Plan. Read SEC document |
| November 29, 2022 Filed Dec 1, 2022 19:04 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 450 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-012028 · doc4.xml · derivative · entry 4 Oorlog Jonathan W JR · CIK 0001825440 · Senior VP and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 450 Underlying: Common Stock · 450 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 19:04 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 109 | $115.37 | $12,575.33 |
DisclosureSEC source: 0001225208-22-012028 · doc4.xml · nonDerivative · entry 2 Oorlog Jonathan W JR · CIK 0001825440 · Senior VP and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,336 Read SEC document |
| November 29, 2022 Filed Dec 1, 2022 19:04 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 450 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-012028 · doc4.xml · nonDerivative · entry 1 Oorlog Jonathan W JR · CIK 0001825440 · Senior VP and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,445 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 23, 2022 21:36 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 1,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-011889 · doc4.xml · derivative · entry 8 Oorlog Jonathan W JR · CIK 0001825440 · Senior VP and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,200 Underlying: Common Stock · 1,800 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 2,000 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.