person · Reporting owner
Coulter James Robert Edward
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INCRJF · Entity 3126 | Director & CEO, RJ Ltd. | December 13, 2024 | December 17, 2024 |
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 13, 2024 · Filed December 17, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2027-09-30 | Direct | 3,312 |
Reported balance
After 2024-12-13 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-12-13 · Grant · Acquired 3,312 · Balance 3,312 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 2027-12-15 | Direct | 723 |
Reported balance
After 2024-12-13 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-12-13 · Grant · Acquired 723 · Balance 723 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
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 13, 2024 Filed Dec 17, 2024 13:16 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 723 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010860 · doc4.xml · derivative · entry 2 Coulter James Robert Edward · CIK 0001902845 · Director & CEO, RJ Ltd. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 723 Underlying: Common Stock · 723 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. F2 · 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 17, 2024 13:16 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 3,312 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010860 · doc4.xml · derivative · entry 1 Coulter James Robert Edward · CIK 0001902845 · Director & CEO, RJ Ltd. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,312 Underlying: Common Stock · 3,312 shares Expires 2027-09-30 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. Read SEC document |
| December 10, 2024 Filed Dec 11, 2024 17:27 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 488 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010700 · doc4.xml · derivative · entry 2 Coulter James Robert Edward · CIK 0001902845 · Director & CEO, RJ Ltd. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 488 shares Expires 2024-12-10 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 10, 2024 Filed Dec 11, 2024 17:27 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 488 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-010700 · doc4.xml · nonDerivative · entry 1 Coulter James Robert Edward · CIK 0001902845 · Director & CEO, RJ Ltd. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,463 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 |
| September 30, 2024 Filed Oct 1, 2024 20:21 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 2,058 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-008941 · doc4.xml · derivative · entry 2 Coulter James Robert Edward · CIK 0001902845 · Director & CEO, RJ Ltd. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,058 shares Expires 2024-09-30 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 |
| September 30, 2024 Filed Oct 1, 2024 20:21 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 2,058 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-008941 · doc4.xml · nonDerivative · entry 1 Coulter James Robert Edward · CIK 0001902845 · Director & CEO, RJ Ltd. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,975 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, 2023 Filed Dec 18, 2023 17:07 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 1,010 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011187 · doc4.xml · derivative · entry 2 Coulter James Robert Edward · CIK 0001902845 · Director & CEO, RJ Ltd. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,010 Underlying: Common Stock · 1,010 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. F2 · 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 17:07 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 5,185 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011187 · doc4.xml · derivative · entry 1 Coulter James Robert Edward · CIK 0001902845 · Director & CEO, RJ Ltd. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,185 Underlying: Common Stock · 5,185 shares Expires 2026-09-30 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. Read SEC document |
| December 11, 2023 Filed Dec 11, 2023 22:26 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 407 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010938 · doc4.xml · derivative · entry 2 Coulter James Robert Edward · CIK 0001902845 · Director & CEO, RJ Ltd. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 407 shares Expires 2023-12-11 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 11, 2023 Filed Dec 11, 2023 22:26 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 407 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010938 · doc4.xml · nonDerivative · entry 1 Coulter James Robert Edward · CIK 0001902845 · Director & CEO, RJ Ltd. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,917 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 |
| September 30, 2023 Filed Oct 2, 2023 16:36 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 3,203 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-009107 · doc4.xml · derivative · entry 2 Coulter James Robert Edward · CIK 0001902845 · Director & CEO, RJ Ltd. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,203 shares Expires 2023-09-30 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 |
| September 30, 2023 Filed Oct 2, 2023 16:36 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 3,203 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-009107 · doc4.xml · nonDerivative · entry 1 Coulter James Robert Edward · CIK 0001902845 · Director & CEO, RJ Ltd. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,510 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, 2022 Filed Dec 16, 2022 14:28 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 775 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-012853 · doc4.xml · derivative · entry 2 Coulter James Robert Edward · CIK 0001902845 · Director & CEO, RJ Ltd. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 775 Underlying: Common Stock · 775 shares Expires 2025-12-15 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 · shares: Award of RSUs as a portion of annual bonus under Amended and Restated 2012 Stock Incentive Plan. Read SEC document |
| December 15, 2022 Filed Dec 16, 2022 14:28 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 4,619 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-012853 · doc4.xml · derivative · entry 1 Coulter James Robert Edward · CIK 0001902845 · Director & CEO, RJ Ltd. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,619 Underlying: Common Stock · 4,619 shares Expires 2025-09-30 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. Read SEC document |
| September 30, 2022 Filed Oct 4, 2022 18:44 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 2,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-010639 · doc4.xml · derivative · entry 2 Coulter James Robert Edward · CIK 0001902845 · Director & CEO, RJ Ltd. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,250 shares Expires 2022-09-30 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 |
| September 30, 2022 Filed Oct 4, 2022 18:44 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 2,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-010639 · doc4.xml · nonDerivative · entry 1 Coulter James Robert Edward · CIK 0001902845 · Director & CEO, RJ Ltd. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,307 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 |
| February 24, 2022 Filed Feb 25, 2022 22:01 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 2,806 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-003448 · doc4.xml · derivative · entry 1 Coulter James Robert Edward · CIK 0001902845 · Director & CEO, RJ Ltd. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,806 Underlying: Common Stock · 2,806 shares Expires 2025-02-24 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.