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4//SEC Filing

Helal Tarek 4

Accession 0001225208-25-009585

CIK 0000720005other

View on SEC.gov Company Profile

Filed

Dec 1, 7:00 PM ET

Accepted

Dec 2, 4:47 PM ET

Size

33.3 KB

Accession

0001225208-25-009585

Insider Transaction Report

Form 4

Period: 2025-11-30

RAYMOND JAMES FINANCIAL INCRJF

Chief Strategy Officer

Transactions

Exercise/Conversion
Common Stock
2025-11-30+1,554→ 23,929 total
Exercise/Conversion
Common Stock
2025-11-30+900→ 24,829 total
Exercise/Conversion
Common Stock
2025-11-30+611→ 25,440 total
Tax Payment
Common Stock
2025-11-30$156.54/sh−148$23,168→ 25,292 total
Tax Payment
Common Stock
2025-11-30$156.54/sh−220$34,439→ 25,072 total
Tax Payment
Common Stock
2025-11-30$156.54/sh−378$59,172→ 24,694 total
Exercise/Conversion
Common Stock
2025-12-02+442→ 25,136 total
Tax Payment
Common Stock
2025-12-02$155.83/sh−107$16,674→ 25,029 total
Exercise/Conversion
Restricted Stock Units
2025-11-30−900→ 0 total
Exp: 2025-11-30→ Common Stock (900 underlying)
Exercise/Conversion
Restricted Stock Units
2025-11-30−611→ 611 total
Exp: 2026-11-30→ Common Stock (611 underlying)
Exercise/Conversion
Restricted Stock Units
2025-11-30−1,554→ 1,036 total
Exp: 2027-11-30→ Common Stock (1,554 underlying)
Exercise/Conversion
Restricted Stock Units
2025-12-02−442→ 0 total
From: 2025-12-02Exp: 2025-12-02→ Common Stock (442 underlying)

Holdings

Common Stock
(indirect: By the Mohamed Anis Helal March 2022 GRAT #4)
161
Common Stock
(indirect: ESOP)
535

Footnotes (6)

[F1]Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends.
[F2]Includes 54 shares of common stock acquired on March 4, 2025, 57 shares of common stock acquired on June 3, 2025, and 49 shares of common stock acquired on September 3, 2025, pursuant to the registrant's Employee Stock Purchase Plan.
[F3]Includes shares of common stock acquired under the reporting person's Employee Stock Ownership Plan (ESOP) account through November 24, 2025.
[F4]RSUs vested 60% on 11/30/2023, 20% on 11/30/2024, and 20% on 11/30/2025.
[F5]RSUs vested 60% on 11/30/2024, 20% on 11/30/2025, and will vest 20% on 11/30/2026.
[F6]RSUs vested 60% on 11/30/2025 and will vest 20% on 11/30/2026 and 20% on 11/30/2027.

Documents

2 files

Issuer

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

Entity typeother

Related Parties

1

filerCIK 0001886423

Filing Metadata

Form type: 4
Filed: Dec 1, 7:00 PM ET
Accepted: Dec 2, 4:47 PM ET
Size: 33.3 KB

View on SEC.gov