Insider · CIK 0001886423

Helal Tarek

Reports to the SEC for 2 companies · ST. PETERSBURG, FL

sec.gov

Transactions

Companies

Filings

CIK

0001886423

Forms 4 and 5

Insider transactions

37 trades

Date	Company	Role	Code	Shares	Price	Value	Shares after
2026-08-20	RJFRAYMOND JAMES FINANCIAL INCG Gift	Chief Strategy Officer	GGift	−23.4K sh	—	—	25,140
2026-08-20	RJFRAYMOND JAMES FINANCIAL INCG Gift	Chief Strategy Officer	GGift	+23.4K sh	—	—	48,537
2025-12-30	RJFRAYMOND JAMES FINANCIAL INCG Gift	Chief Strategy Officer	GGift	−80 sh	—	—	81
2025-12-30	RJFRAYMOND JAMES FINANCIAL INCG Gift	Chief Strategy Officer	GGift	+81 sh	—	—	81
2025-12-30	RJFRAYMOND JAMES FINANCIAL INCG Gift	Chief Strategy Officer	GGift	−81 sh	—	—	0
2025-12-15	RJFRAYMOND JAMES FINANCIAL INC · Restricted Stock UnitsA Award	Chief Strategy Officer	AAward	+3,661 sh	—	—	3,661
2025-12-15	RJFRAYMOND JAMES FINANCIAL INC · Restricted Stock UnitsA Award	Chief Strategy Officer	AAward	+458 sh	—	—	458
2025-12-02	RJFRAYMOND JAMES FINANCIAL INC · Restricted Stock UnitsM Exercise/Conversion	Chief Strategy Officer	MExercise/Conversion	−442 sh	—	—	0
2025-12-02	RJFRAYMOND JAMES FINANCIAL INCM Exercise/Conversion	Chief Strategy Officer	MExercise/Conversion	+442 sh	—	—	25,136
2025-12-02	RJFRAYMOND JAMES FINANCIAL INCF Tax Payment	Chief Strategy Officer	FTax Payment	−107 sh	$155.83	−$16.7K	25,029
2025-11-30	RJFRAYMOND JAMES FINANCIAL INC · Restricted Stock UnitsM Exercise/Conversion	Chief Strategy Officer	MExercise/Conversion	−900 sh	—	—	0
2025-11-30	RJFRAYMOND JAMES FINANCIAL INCM Exercise/Conversion	Chief Strategy Officer	MExercise/Conversion	+1,554 sh	—	—	23,929
2025-11-30	RJFRAYMOND JAMES FINANCIAL INCM Exercise/Conversion	Chief Strategy Officer	MExercise/Conversion	+900 sh	—	—	24,829
2025-11-30	RJFRAYMOND JAMES FINANCIAL INCM Exercise/Conversion	Chief Strategy Officer	MExercise/Conversion	+611 sh	—	—	25,440
2025-11-30	RJFRAYMOND JAMES FINANCIAL INCF Tax Payment	Chief Strategy Officer	FTax Payment	−148 sh	$156.54	−$23.2K	25,292
2025-11-30	RJFRAYMOND JAMES FINANCIAL INCF Tax Payment	Chief Strategy Officer	FTax Payment	−220 sh	$156.54	−$34.4K	25,072
2025-11-30	RJFRAYMOND JAMES FINANCIAL INCF Tax Payment	Chief Strategy Officer	FTax Payment	−378 sh	$156.54	−$59.2K	24,694
2025-11-30	RJFRAYMOND JAMES FINANCIAL INC · Restricted Stock UnitsM Exercise/Conversion	Chief Strategy Officer	MExercise/Conversion	−611 sh	—	—	611
2025-11-30	RJFRAYMOND JAMES FINANCIAL INC · Restricted Stock UnitsM Exercise/Conversion	Chief Strategy Officer	MExercise/Conversion	−1,554 sh	—	—	1,036
2024-09-15	BAFNBayFirst Financial Corp.J Other	Director	JOther	+1.277 sh	$13.61	+$17.38	24,472.496
2024-06-15	BAFNBayFirst Financial Corp.J Other	Director	JOther	+1.532 sh	$11.27	+$17.26	24,471.219
2024-03-15	BAFNBayFirst Financial Corp.J Other	Director	JOther	+1.319 sh	$13.00	+$17.15	24,469.688
2024-01-23	BAFNBayFirst Financial Corp.A Award	Director	AAward	+925 sh	$11.70	+$10.8K	24,468.368
2023-12-15	BAFNBayFirst Financial Corp.J Other	Director	JOther	+1.383 sh	$12.32	+$17.04	23,543.368
2023-09-15	BAFNBayFirst Financial Corp.J Other	Director	JOther	+1.283 sh	$13.20	+$16.94	23,541.985
2023-06-15	BAFNBayFirst Financial Corp.J Other	Director	JOther	+1.153 sh	$14.60	+$16.84	23,540.702
2023-03-15	BAFNBayFirst Financial Corp.J Other	Director	JOther	+0.986 sh	$17.01	+$16.77	23,539.549
2023-01-26	BAFNBayFirst Financial Corp.A Award	Director	AAward	+925 sh	$18.30	+$16.9K	23,538.563
2022-12-15	BAFNBayFirst Financial Corp.J Other	Director	JOther	+1.079 sh	$15.46	+$16.68	22,613.563
2022-09-15	BAFNBayFirst Financial Corp.J Other	Director	JOther	+0.898 sh	$18.50	+$16.609	22,612.484
2022-06-15	BAFNBayFirst Financial Corp.J Other	Director	JOther	+1.042 sh	$15.85	+$16.52	22,611.586
2022-05-19	BAFNBayFirst Financial Corp.P Purchase	Director	PPurchase	+133 sh	$16.26	+$2,162.58	22,610.544
2022-05-09	BAFNBayFirst Financial Corp.P Purchase	Director	PPurchase	+1,000 sh	$16.50	+$16.5K	22,477.544
2022-05-05	BAFNBayFirst Financial Corp.P Purchase	Director	PPurchase	+1,000 sh	$17.09	+$17.1K	1,000
2022-03-15	BAFNBayFirst Financial Corp.J Other	Director	JOther	+0.753 sh	$21.85	+$16.46	21,477.544
2022-01-27	BAFNBayFirst Financial Corp.A Award	Director	AAward	+925 sh	—	—	21,476.79
2021-12-20	BAFNBayFirst Financial Corp.P Purchase	Director	PPurchase	+0.88 sh	$24.40	+$21.479	20,551.79

Recent filings

Accepted (ET)
Aug 274
Helal Tarek0001225208-26-007342
SEC(opens sec.gov)
Jan 24
Helal Tarek0001225208-26-000002
SEC(opens sec.gov)
Dec 174
Helal Tarek0001225208-25-010061
SEC(opens sec.gov)
Dec 24
Helal Tarek0001225208-25-009585
SEC(opens sec.gov)
Sep 194
Helal Tarek0001649739-24-000250
SEC(opens sec.gov)

Companies

Address

880 CARILLON PARKWAY

ST. PETERSBURG, FL, 33716