4Filing Date: Aug 27, 2026
Raymond James Financial (RJF)
Statement of Changes in Beneficial Ownership
View SEC Filing
ACC: 0001225208-26-007342
Total Value$0
Trades3
Insiders1
Transaction Details
Helal Tarek
Chief Strategy Officer·Direct
Gift · Acquire
Common Stock
Shares+23.40K
Price$0.00
Total Value$0
Shares Owned After48.54K
Transaction DateAug 20, 2026
Footnotes ▸
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.
Helal Tarek
Chief Strategy Officer·Direct
Gift · Dispose
Common Stock
Shares-23.40K
Price$0.00
Total Value$0
Shares Owned After25.14K
Transaction DateAug 20, 2026
Footnotes ▸
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.
Helal Tarek
Chief Strategy Officer·Indirect · By the Tarek Helal 2021 Gifting Trust
Common Stock
Shares0
Price-
Total Value$0
Shares Owned After81
Post-Transaction Holdings
Helal Tarek · Chief Strategy Officer
| Security | Shares | Change |
|---|---|---|
| Common Stock | 48.62K | - |
Original SEC Filing Textexpand_more
=== SEC Form 4 — Statement of Changes in Beneficial Ownership ===
Document Type: 4
Period of Report: 2026-08-20
10b5-1 Pre-arranged Plan: No
--- Issuer ---
Name: RAYMOND JAMES FINANCIAL INC (RJF)
CIK: 0000720005
--- Reporting Owner ---
Name: Helal Tarek
CIK: 0001886423
Role: Officer (Chief Strategy Officer)
--- Non-Derivative Transactions ---
[Transaction #1]
Security: Common Stock
Date: 2026-08-20 | Code: G (Gift)
Shares: +23,397 | Price: $0.00
Shares Owned After: 48,537 | Ownership: D (Direct)
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.
[Transaction #2]
Security: Common Stock
Date: 2026-08-20 | Code: G (Gift)
Shares: -23,397 | Price: $0.00
Shares Owned After: 25,140 | Ownership: D (Direct)
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.
--- Holdings ---
[Holding #1]
Security: Common Stock
Ownership: I (Indirect)
[Holding #2]
Security: Common Stock
Ownership: I (Indirect)
Footnotes:
[F2] Includes shares of common stock acquired under the reporting person's Employee Stock Ownership Plan (ESOP) account through August 20, 2026.
--- Footnotes (Complete Index) ---
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.
--- Signature ---
/s/ /s/ Tarek Helal by Jonathan J. Doyle as Attorney-in-Fact (2026-08-27)