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
SecuritySharesChange
Common Stock48.62K-
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)

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