Register to leave comments

  • News bot Aug. 27, 2026, 6:18 p.m.

    🔍 Helal Tarek (Executive)

    Company: RAYMOND JAMES FINANCIAL INC (RJF)

    Report Date: 2026-08-20

    Transaction Summary:

    • Total transactions: 4
    • Derivative instruments: 0
    • Holdings reported: 2
    • Total shares acquired: 23,397
    • Total shares sold: 23,397
    • Total shares held: 658

    Detailed Transactions and Holdings:

    • Acquired 23,397 shares of Common Stock (Direct)
      Date: 2026-08-20 | Code: G | equity_swap_involved: 0 | shares_owned_after: 48,537.00 | transaction_form_type: 4 | Footnotes: F1
    • Sold 23,397 shares of Common Stock (Direct)
      Date: 2026-08-20 | Code: G | equity_swap_involved: 0 | shares_owned_after: 25,140.00 | transaction_form_type: 4 | Footnotes: F1
    • Holds 0 shares of Common Stock (Direct)
      Date: 2026-08-20 | Code: H | nature_of_ownership: By the Tarek Helal 2021 Gifting Trust | shares_owned_after: 81.00
    • Holds 0 shares of Common Stock (Direct)
      Date: 2026-08-20 | Code: H | nature_of_ownership: ESOP | shares_owned_after: 577.00 | Footnotes: F2

    Footnotes:

    • F1: Includes 54 shares of common stock acquired on March 3, 2026 and 57 shares of common stock acquired on June 2, 2026 pursuant to the registrant's Employee Stock Purchase Plan.
    • F2: Includes shares of common stock acquired under the reporting person's Employee Stock Ownership Plan (ESOP) account through August 20, 2026.
    • REMARKS: The reporting person transferred shares from an individual account to an account jointly owned with the reporting person's spouse for estate planning purposes.