Transaction · 0001225208-26-007342
RJFRAYMOND JAMES FINANCIAL INC
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
- Trade date
- Aug 20, 2026
- Filing date
- Aug 27, 2026
How reported position traded is calculated
Calculated only for code-P purchases and code-S sales.
Row-level estimate for this security and ownership context, not the insider’s complete portfolio. Joint ownership, other transactions in the filing, amendments and footnotes can affect interpretation.
Filing warnings
Notes recorded with this filingdelayed filingThe filing was reported 7 calendar days after the transaction date.
RJF price since this filing
Daily closing prices, with the filing date and available return windowsRJF · Daily closing priceLoading daily prices…
Filing dateReturn windows appear as prices become available.
Pre-filing1mo ago -4.6%1w ago +2.8%1d ago +1.0%
Returns since7d +2.8%30d -9.2%90d180d1y
Transaction facts
Stored Form 4 columns with their raw values
- 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
- 23,397 sh $0.00 per share
- Estimated value
- $0 Computed from shares × price
- Holdings after
- 25,140 sh Direct
Filing signal explanations
Badges describe filing facts only — not predictions.
Cluster 14dRepeat 30dPattern $100kLarge $1.00M
Delayed Filing Direct Ownership Large Holdings Reduction
Filing-only score
-16 points
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.
How this score is calculated
- direct_ownership+6 points
direct_or_indirect_ownership = D
Direct ownership reports the insider's personal stake. - gift-16 points
transaction_code = G
Gift transactions are not market activity. - delayed_filing-6 points
reporting_delay_days = 7
Filing delay exceeds the configured threshold.
Signed filing-only points, not a probability or expected return. Version v1.
Reported relationships & other filings
Form 4 relationship flags and nearby filing context
Reported roles
Chief Strategy Officer
Officer YesDirector No10% NoOther No
Footnotes & amended
- 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.
Related transactions
Same SEC filing0 other transactions
Recent company activity
RJF0 recent txs