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Larson Katherine H

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72026
SEC CIK
0002034572

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Latest disclosed role at each company.

CompanyLast reported asReport datePublished
RAYMOND JAMES FINANCIAL INCRJF · Entity 3126Chief Accounting OfficerDecember 05, 2025December 09, 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 05, 2025 · Filed December 09, 2025

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2028-12-05Direct323 Reported balance After 2025-12-05 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2025-12-05 · Grant · Acquired 323 · Balance 323

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: 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: Award of RSUs as a portion of annual bonus under Amended and Restated 2012 Stock Incentive Plan.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
December 05, 2025 Filed Dec 9, 2025 18:10 UTC RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 GrantRestricted Stock Units · Derivative 323 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009793 · doc4.xml · derivative · entry 1

Larson Katherine H · CIK 0002034572 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 323

Underlying: Common Stock · 323 shares

Expires 2028-12-05

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 02, 2025 Filed Dec 2, 2025 21:44 UTC RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 Exercise / conversionRestricted Stock Units · Derivative 93 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009584 · doc4.xml · derivative · entry 14

Larson Katherine H · CIK 0002034572 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 93 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 21:44 UTC RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 Tax withholdingCommon Stock 22 $155.83 $3,428.26
Disclosure

SEC source: 0001225208-25-009584 · doc4.xml · nonDerivative · entry 8

Larson Katherine H · CIK 0002034572 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,975

Read SEC document
December 02, 2025 Filed Dec 2, 2025 21:44 UTC RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 Exercise / conversionCommon Stock 93 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009584 · doc4.xml · nonDerivative · entry 7

Larson Katherine H · CIK 0002034572 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,997

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 21:44 UTC RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 Exercise / conversionRestricted Stock Units · Derivative 863 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009584 · doc4.xml · derivative · entry 13

Larson Katherine H · CIK 0002034572 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 576

Underlying: Common Stock · 863 shares

Expires 2027-11-30

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.

F6 · derivative.exercise_date: RSUs vested 60% on 11/30/2025 and will vest 20% on 11/30/2026 and 20% on 11/30/2027.

Read SEC document
November 30, 2025 Filed Dec 2, 2025 21:44 UTC RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 Exercise / conversionRestricted Stock Units · Derivative 332 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009584 · doc4.xml · derivative · entry 12

Larson Katherine H · CIK 0002034572 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 332

Underlying: Common Stock · 332 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.

F5 · 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 21:44 UTC RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 Exercise / conversionRestricted Stock Units · Derivative 525 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009584 · doc4.xml · derivative · entry 11

Larson Katherine H · CIK 0002034572 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 525 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.

F4 · 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 21:44 UTC RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 Tax withholdingCommon Stock 210 $156.54 $32,873.40
Disclosure

SEC source: 0001225208-25-009584 · doc4.xml · nonDerivative · entry 6

Larson Katherine H · CIK 0002034572 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,904

Read SEC document
November 30, 2025 Filed Dec 2, 2025 21:44 UTC RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 Tax withholdingCommon Stock 128 $156.54 $20,037.12
Disclosure

SEC source: 0001225208-25-009584 · doc4.xml · nonDerivative · entry 5

Larson Katherine H · CIK 0002034572 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,114

Read SEC document
November 30, 2025 Filed Dec 2, 2025 21:44 UTC RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 Tax withholdingCommon Stock 80 $156.54 $12,523.20
Disclosure

SEC source: 0001225208-25-009584 · doc4.xml · nonDerivative · entry 4

Larson Katherine H · CIK 0002034572 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,242

Read SEC document
November 30, 2025 Filed Dec 2, 2025 21:44 UTC RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 Exercise / conversionCommon Stock 332 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009584 · doc4.xml · nonDerivative · entry 3

Larson Katherine H · CIK 0002034572 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,322

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 21:44 UTC RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 Exercise / conversionCommon Stock 525 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009584 · doc4.xml · nonDerivative · entry 2

Larson Katherine H · CIK 0002034572 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,990

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 21:44 UTC RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 Exercise / conversionCommon Stock 863 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009584 · doc4.xml · nonDerivative · entry 1

Larson Katherine H · CIK 0002034572 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,465

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 21, 2025 Filed Nov 25, 2025 20:30 UTC RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 GrantRestricted Stock Units · Derivative 1,652 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009430 · doc4.xml · derivative · entry 1

Larson Katherine H · CIK 0002034572 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,652

Underlying: Common Stock · 1,652 shares

Expires 2030-11-30

F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends.

F2 · derivative.exercise_date: RSUs vest 60% on 11/30/2028, 20% on 11/30/2029, and 20% on 11/30/2030.

Read SEC document
December 06, 2024 Filed Dec 10, 2024 17:52 UTC RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 GrantRestricted Stock Units · Derivative 122 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-010659 · doc4.xml · derivative · entry 1

Larson Katherine H · CIK 0002034572 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 122

Underlying: Common Stock · 122 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 22:10 UTC RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 SaleCommon Stock 1,492 $166.01 $247,690.95
Disclosure

SEC source: 0001225208-24-010467 · doc4.xml · nonDerivative · entry 6

Larson Katherine H · CIK 0002034572 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 602

F3 · 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.

F4 · price: Reflects the weighted average sale price. The range of prices for such transaction was $165.78 to $166.29.

Read SEC document
December 03, 2024 Filed Dec 3, 2024 22:10 UTC RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 GiftCommon Stock 60 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-010467 · doc4.xml · nonDerivative · entry 5

Larson Katherine H · CIK 0002034572 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,094

F2 · shares: The reporting person effected multiple gifts on the same day in different amounts.

Read SEC document
November 30, 2024 Filed Dec 3, 2024 22:10 UTC RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 Exercise / conversionRestricted Stock Units · Derivative 996 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-010467 · doc4.xml · derivative · entry 10

Larson Katherine H · CIK 0002034572 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 664

Underlying: Common Stock · 996 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.

F8 · 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 22:10 UTC RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 Exercise / conversionRestricted Stock Units · Derivative 525 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-010467 · doc4.xml · derivative · entry 9

Larson Katherine H · CIK 0002034572 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 525

Underlying: Common Stock · 525 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.

F7 · 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 22:10 UTC RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 Tax withholdingCommon Stock 242 $169.28 $40,965.76
Disclosure

SEC source: 0001225208-24-010467 · doc4.xml · nonDerivative · entry 4

Larson Katherine H · CIK 0002034572 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,154

Read SEC document
November 30, 2024 Filed Dec 3, 2024 22:10 UTC RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 Tax withholdingCommon Stock 128 $169.28 $21,667.84
Disclosure

SEC source: 0001225208-24-010467 · doc4.xml · nonDerivative · entry 3

Larson Katherine H · CIK 0002034572 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,396

Read SEC document
November 30, 2024 Filed Dec 3, 2024 22:10 UTC RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 Exercise / conversionCommon Stock 525 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-010467 · doc4.xml · nonDerivative · entry 2

Larson Katherine H · CIK 0002034572 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,524

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 22:10 UTC RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 Exercise / conversionCommon Stock 996 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-010467 · doc4.xml · nonDerivative · entry 1

Larson Katherine H · CIK 0002034572 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,999

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 21:21 UTC RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 GrantRestricted Stock Units · Derivative 1,392 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-010217 · doc4.xml · derivative · entry 6

Larson Katherine H · CIK 0002034572 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,392

Underlying: Common Stock · 1,392 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.

F5 · 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 21:21 UTC RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 Exercise / conversionRestricted Stock Units · Derivative 450 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-010217 · doc4.xml · derivative · entry 5

Larson Katherine H · CIK 0002034572 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 450 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 21:21 UTC RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 Tax withholdingCommon Stock 109 $163.78 $17,852.02
Disclosure

SEC source: 0001225208-24-010217 · doc4.xml · nonDerivative · entry 2

Larson Katherine H · CIK 0002034572 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,003

Read SEC document
November 22, 2024 Filed Nov 26, 2024 21:21 UTC RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 Exercise / conversionCommon Stock 450 $0.00 $0.00
Disclosure

SEC source: 0001225208-24-010217 · doc4.xml · nonDerivative · entry 1

Larson Katherine H · CIK 0002034572 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,112

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.