Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
RAYMOND JAMES FINANCIAL INC
Report date January 02, 2024 · Filed January 03, 2024
Section 16 reporting ended · disclosed 2024-01-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,256 |
Reported balance
After 2024-01-02 transaction · row 1
1 source rowRow 1 · 2024-01-02 · Tax withholding · Disposed 200 · Balance 14,256 |
| Common StockSEC Table I · non-derivative | IndirectESOP | 5,002 |
Reported balance
Holding disclosure · report date 2024-01-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,002 F1: Includes shares of common stock acquired under the reporting person's Employee Stock Ownership Plan (ESOP) account through December 29, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes shares of common stock acquired under the reporting person's Employee Stock Ownership Plan (ESOP) account through December 29, 2023.
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 |
|---|---|---|---|---|---|---|
| January 02, 2024 Filed Jan 3, 2024 19:54 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 200 | $111.50 | $22,300.00 |
DisclosureSEC source: 0001225208-24-000188 · doc4.xml · nonDerivative · entry 1 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,256 Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 18:52 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 1,082 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011196 · doc4.xml · derivative · entry 6 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,082 Underlying: Common Stock · 1,082 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 18:52 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 452 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011196 · doc4.xml · derivative · entry 5 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 452 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 301 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 18:52 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 5,411 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011196 · doc4.xml · derivative · entry 4 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 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 18:52 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 177 | $110.88 | $19,625.76 |
DisclosureSEC source: 0001225208-23-011196 · doc4.xml · nonDerivative · entry 2 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,456 Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 18:52 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 452 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-011196 · doc4.xml · nonDerivative · entry 1 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,633 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 12, 2023 Filed Dec 12, 2023 22:30 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010994 · doc4.xml · derivative · entry 4 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 900 Underlying: Common Stock · 900 shares Expires 2024-12-12 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 12/12/2022, 20% on 12/12/2023, and will vest 20% on 12/12/2024. Read SEC document |
| December 12, 2023 Filed Dec 12, 2023 22:30 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 219 | $108.04 | $23,660.76 |
DisclosureSEC source: 0001225208-23-010994 · doc4.xml · nonDerivative · entry 2 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,181 Read SEC document |
| December 12, 2023 Filed Dec 12, 2023 22:30 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010994 · doc4.xml · nonDerivative · entry 1 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,400 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 20:14 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 4,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010595 · doc4.xml · derivative · entry 8 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 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 20:14 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 1,095 | $103.75 | $113,606.25 |
DisclosureSEC source: 0001225208-23-010595 · doc4.xml · nonDerivative · entry 5 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,500 Read SEC document |
| November 30, 2023 Filed Dec 1, 2023 20:14 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 4,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010595 · doc4.xml · nonDerivative · entry 4 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,595 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 20:14 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010595 · doc4.xml · derivative · entry 7 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 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 20:14 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 365 | $102.73 | $37,496.45 |
DisclosureSEC source: 0001225208-23-010595 · doc4.xml · nonDerivative · entry 3 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,095 Read SEC document |
| November 29, 2023 Filed Dec 1, 2023 20:14 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010595 · doc4.xml · nonDerivative · entry 2 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,460 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 22, 2023 Filed Nov 27, 2023 12:06 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010429 · doc4.xml · derivative · entry 4 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,500 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. 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 27, 2023 12:06 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 365 | $104.27 | $38,058.55 |
DisclosureSEC source: 0001225208-23-010429 · doc4.xml · nonDerivative · entry 2 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,285 Read SEC document |
| November 22, 2023 Filed Nov 27, 2023 12:06 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010429 · doc4.xml · nonDerivative · entry 1 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,650 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 20:14 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantCommon Stock | 675 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010595 · doc4.xml · nonDerivative · entry 1 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,825 F1 · shares: Vesting of Performance Restricted Stock Units (PRSUs) granted on 12/15/2020. The PRSU grant was adjusted to reflect the stock split that occurred on September 21, 2021. Read SEC document |
| February 06, 2023 Filed Feb 8, 2023 12:39 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | SaleCommon Stock | 6,343 | $112.30 | $712,318.90 |
DisclosureSEC source: 0001225208-23-001456 · doc4.xml · nonDerivative · entry 1 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,150 Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 18:10 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 176 | $106.11 | $18,675.36 |
DisclosureSEC source: 0001225208-23-000374 · doc4.xml · nonDerivative · entry 1 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,493 Read SEC document |
| December 15, 2022 Filed Dec 16, 2022 14:40 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 907 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-012854 · doc4.xml · derivative · entry 3 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 907 Underlying: Common Stock · 907 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. F3 · 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 14:40 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 4,533 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-012854 · doc4.xml · derivative · entry 2 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,973 Underlying: Common Stock · 4,533 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 · derivative.exercise_date: RSUs vest 60% on 12/15/2025, 20% on 12/15/2026, and 20% on 12/15/2027. Read SEC document |
| December 15, 2022 Filed Dec 16, 2022 14:40 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 5,440 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-012854 · doc4.xml · derivative · entry 1 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,440 Underlying: Common Stock · 5,440 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 · derivative.exercise_date: RSUs vest 60% on 12/15/2025, 20% on 12/15/2026, and 20% on 12/15/2027. Read SEC document |
| December 13, 2022 Filed Dec 14, 2022 19:13 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 453 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-012678 · doc4.xml · derivative · entry 7 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 453 shares Expires 2022-12-13 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 · balance_after: The RSU grant was previously reported as covering 302 shares awarded on December 13, 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 |
| December 13, 2022 Filed Dec 14, 2022 19:13 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 178 | $111.52 | $19,850.56 |
DisclosureSEC source: 0001225208-22-012678 · doc4.xml · nonDerivative · entry 4 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,669 Read SEC document |
| December 13, 2022 Filed Dec 14, 2022 19:13 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 453 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-012678 · doc4.xml · nonDerivative · entry 3 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,847 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 12, 2022 Filed Dec 14, 2022 19:13 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 2,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-012678 · doc4.xml · derivative · entry 6 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,800 Underlying: Common Stock · 2,700 shares Expires 2024-12-12 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 12/12/2022 and will vest 20% on 12/12/2023 and 20% on 12/12/2024. F4 · balance_after: The RSU grant was previously reported as covering 3,000 shares awarded on December 12, 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 |
| December 12, 2022 Filed Dec 14, 2022 19:13 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 1,062 | $114.58 | $121,683.96 |
DisclosureSEC source: 0001225208-22-012678 · doc4.xml · nonDerivative · entry 2 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,394 Read SEC document |
| December 12, 2022 Filed Dec 14, 2022 19:13 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 2,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-012678 · doc4.xml · nonDerivative · entry 1 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,456 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. 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, 2022 Filed Dec 1, 2022 20:47 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantCommon Stock | 594 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-012047 · doc4.xml · nonDerivative · entry 3 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,756 F2 · shares: Vesting of Performance Restricted Stock Units (PRSUs) granted on 12/13/2019. The PRSU grant was adjusted to reflect the stock split that occurred on September 21, 2021. Read SEC document |
| November 29, 2022 Filed Dec 1, 2022 20:47 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-012047 · doc4.xml · derivative · entry 5 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 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. 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 will vest 20% on 11/29/2023. Read SEC document |
| November 29, 2022 Filed Dec 1, 2022 20:47 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 365 | $115.37 | $42,110.05 |
DisclosureSEC source: 0001225208-22-012047 · doc4.xml · nonDerivative · entry 2 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,162 Read SEC document |
| November 29, 2022 Filed Dec 1, 2022 20:47 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-012047 · doc4.xml · nonDerivative · entry 1 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,527 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 25, 2022 14:34 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 4,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-011908 · doc4.xml · derivative · entry 7 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 4,500 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 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 5,000 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 |
| November 22, 2022 Filed Nov 25, 2022 14:34 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-011908 · doc4.xml · derivative · entry 6 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 300 shares Expires 2022-11-22 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 11/22/2020, 20% on 11/22/2021, and 20% on 11/22/2022. Read SEC document |
| November 22, 2022 Filed Nov 25, 2022 14:34 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 1,095 | $123.52 | $135,254.40 |
DisclosureSEC source: 0001225208-22-011908 · doc4.xml · nonDerivative · entry 4 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,027 Read SEC document |
| November 22, 2022 Filed Nov 25, 2022 14:34 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 73 | $123.52 | $9,016.96 |
DisclosureSEC source: 0001225208-22-011908 · doc4.xml · nonDerivative · entry 3 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,122 Read SEC document |
| November 22, 2022 Filed Nov 25, 2022 14:34 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-011908 · doc4.xml · nonDerivative · entry 2 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,195 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 25, 2022 14:34 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 4,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-011908 · doc4.xml · nonDerivative · entry 1 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,895 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 |
| January 03, 2022 Filed Jan 5, 2022 17:18 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 126 | $102.86 | $12,960.36 |
DisclosureSEC source: 0001225208-22-000377 · doc4.xml · nonDerivative · entry 1 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,395 Read SEC document |
| December 15, 2021 Filed Dec 16, 2021 18:50 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 519 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-015035 · doc4.xml · derivative · entry 5 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 519 Underlying: Common Stock · 519 shares Expires 2024-12-15 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 14, 2021 Filed Dec 16, 2021 18:50 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 338 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-015035 · doc4.xml · derivative · entry 4 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 338 shares Expires 2021-12-14 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 · balance_after: The RSU grant was previously reported as covering 225 shares awarded on December 14, 2018, 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 14, 2021 Filed Dec 16, 2021 18:50 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 133 | $96.40 | $12,821.20 |
DisclosureSEC source: 0001225208-21-015035 · doc4.xml · nonDerivative · entry 2 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,521 Read SEC document |
| December 14, 2021 Filed Dec 16, 2021 18:50 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 338 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-015035 · doc4.xml · nonDerivative · entry 1 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,654 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, 2021 Filed Dec 6, 2021 21:37 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 6,321 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-014509 · doc4.xml · derivative · entry 1 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,321 Underlying: Common Stock · 6,321 shares Expires 2026-11-30 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 11/30/2024, 20% on 11/30/2025, and 20% on 11/30/2026. Read SEC document |
| December 01, 2021 Filed Dec 2, 2021 23:37 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantCommon Stock | 427 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-014405 · doc4.xml · nonDerivative · entry 1 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,316 F1 · shares: Vesting of Performance Restricted Stock Units (PRSUs) granted on 12/14/2018. The PRSU grant was adjusted to reflect the stock split that occurred on September 21, 2021. Read SEC document |
| November 30, 2021 Filed Dec 1, 2021 21:02 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-014274 · doc4.xml · derivative · entry 7 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 300 shares Expires 2021-11-30 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 11/30/2019, 20% on 11/30/2020, and 20% on 11/30/2021. F6 · balance_after: The RSU grant was previously reported as covering 1,000 shares awarded on November 30, 2016, of which 200 shares remained outstanding, 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, 2021 Filed Dec 1, 2021 21:02 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 73 | $98.29 | $7,175.17 |
DisclosureSEC source: 0001225208-21-014274 · doc4.xml · nonDerivative · entry 4 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,889 Read SEC document |
| November 30, 2021 Filed Dec 1, 2021 21:02 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-014274 · doc4.xml · nonDerivative · entry 3 Perry Jodi · CIK 0001751204 · President, ICD for RJFS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,962 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.