Transaction · 0001225208-26-007342

Helal Tarek

Helal Tarek, CSO, reported a transaction classified as gift at RAYMOND JAMES FINANCIAL INC involving 23397.000000 shares for an estimated $0.00. Reported holdings after the transaction were 25140.000000 shares. A 10b5-1 reference was not detected in the stored filing text.

giftSEC transaction code GCSO
RJFRAYMOND JAMES FINANCIAL INC
Filing timeAug 27
Trade dateAug 20, 2026
Filing · SECView on SEC
InsiderProfile

Price performance since filing

Close on the filing date, the pre-filing context, and the forward return at standard windows
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RJF price since this filing

30 days of pre-filing context and vertical markers at the filing date plus 7d / 30d / 90d / 180d / 1y afterwards
RJF since 2026-08-27Filed 8 days ago · 30 days of pre-filing context shaded
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Filing datePost-filing windows (7d, 30d, 90d, 180d, 1y)30 days of pre-filing context

Transaction facts

Stored Form 4 columns with their raw values

Non-derivative
Type
gift
Code G
Identifier
0001225208-26-007342
Common Stock
Transaction date
Aug 20, 2026
Filed Aug 27, 2026, 06:14 PM · 7d delay
Shares
23.3k sh
$0 per share
Estimated value
$0
Computed from shares × price
Holdings after
25.1k sh
Direct

Filing warnings

Notes recorded with this filing
1 warning
delayed filingThe filing was reported 7 calendar days after the transaction date.

Filing signal explanations

Badges describe filing facts only — not predictions.

Cluster 14dRepeat 30dPattern $10.0MLarge $100M
Delayed Filing Direct Ownership Large Holdings Reduction
-16score
Filing-only score

-16

Compact filing score computed from stored Form 4 facts. Version v1.

Mixed or weak signal

This filing has a negative filing-only score. It may be less informative as an insider-activity signal and needs extra context.

Reported relationships & other filings

Form 4 relationship flags and nearby filing context

Reported roles

Chief Strategy Officer

Officer YesDirector No10% NoOther No
Footnotes & amended
  1. 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.

  2. F2

    Includes shares of common stock acquired under the reporting person's Employee Stock Ownership Plan (ESOP) account through August 20, 2026.

Original filing · 0001225208-26-007342
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RJF