| |
| |
| Exchange: |
New York Stock Exchange |
| Security
Type: |
Common |
| Shares
Out: |
205,780,000 |
| Market
Cap: |
34.54(B) |
| Last
Volume: |
1,084,654 |
Avg
Vol: |
1,075,148 |
| 52
Week Range: |
$123.65 - $176.43 |
|
| Level
I Sector: |
Financials |
| Level
II Sector: |
Financial Services |
| Level
III Sector: |
Investment Brokerage - Regional |
|
Member Indexes:
|
| |
S&P COMPOSITE 1500 |
|
NYSE COMPOSITE |
| |
S&P 400 MIDCAP |
|
Rankings:
|
|
| Insider 3 Months : - |
| Insider 6 Months : - |
| Insider 3/6 Months : - |
|
| Guru Rank Number : 1188 |
| Guru Rank Value : -0.1 |
| Guru Occurances : 3 |
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| |
|
Company Profile Raymond James Financial is a bank holding company and financial holding company. Through its subsidiaries, Co. is engaged in financial services activities. Co.'s segments include: Private Client Group, which provides financial planning, investment advisory and securities transaction services to clients; Capital Markets, which conducts investment banking, institutional sales, securities trading, the syndication and management of investments that qualify for tax credits; Asset Management, which provides asset management, portfolio management and related administrative services for retail and institutional clients; and Raymond James Bank, which provides loans such as corporate loans.
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|
|
D/I:
|
|
|
D
is for direct shares.
I is
for indirect shares.
D/I
refers to the Direct or Indirect
shares traded vs. held. |
|
|
|
Forms:
|
|
|
A
Form 4 is a form filed
by an insider to indicate a change
in ownership.
A Form
3 is a form filed by
an insider to indicate an
initial ownership of a security. |
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|
3m +/-:
|
|
|
|
This
represents the company's 3 month
price change. The initial price
is based on the closing price
of the stock on the day the transaction
took place. Purchases & sales
are viewed as long & short
positions respectively.
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|
|
|
Actions:
|
|
|
| B |
Buy |
| S |
Sell |
| OE |
Option
Exercised |
| A |
Acquired |
| D |
Disposed |
| AB |
Automatic
Buy |
| AS |
Automatic
Sell |
| IO |
Initial
Ownership |
|
|
|
|
Download:
|
|
|
Download only Transactions
Forms. (Default)
Download
only Summary Infomation.
Download
both Transactions and Summary Data
|
|
|
|
|
| |
| |
Summary (Direct Transactions Only)  |
3 Months |
6 Months |
12 Months |
24 Months |
| Total Shares Bought |
0 |
0 |
0 |
879 |
| Total Buy Value |
$0 |
$0 |
$0 |
$98,715 |
| Total People Bought |
0 |
0 |
0 |
1 |
| Total Buy Transactions |
0 |
0 |
0 |
1 |
| Total Shares Sold |
130,687 |
130,687 |
145,067 |
290,166 |
| Total Sell Value |
$21,321,442 |
$21,321,442 |
$23,482,786 |
$44,272,367 |
| Total People Sold |
1 |
1 |
4 |
9 |
| Total Sell Transactions |
1 |
1 |
4 |
18 |
| End Date |
2025-10-23 |
2025-07-22 |
2025-01-21 |
2024-01-22 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Helal Tarek |
Chief Strategy Officer |
• • – |
2025-12-30 |
4 |
GA |
$0.00 |
$0 |
I/I |
81 |
81 |
|
- |
|
| Helal Tarek |
Chief Strategy Officer |
• • – |
2025-12-30 |
4 |
GD |
$0.00 |
$0 |
I/I |
161 |
0 |
|
- |
|
| Haynes Morgan Tarazeta J |
Chief Audit Executive |
• • – |
2025-12-15 |
4 |
D |
$163.85 |
$88,151 |
D/D |
(538) |
5,028 |
|
- |
|
| Haynes Morgan Tarazeta J |
Chief Audit Executive |
• • – |
2025-12-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,573 |
5,566 |
|
- |
|
| Allaire Bella Loykhter |
Chief Admin Officer |
• • – |
2025-12-15 |
4 |
D |
$163.85 |
$655,072 |
D/D |
(3,998) |
83,137 |
|
- |
|
| Allaire Bella Loykhter |
Chief Admin Officer |
• • – |
2025-12-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
6,551 |
87,135 |
|
- |
|
| Bunn James E |
President, Capital Markets |
• • – |
2025-12-15 |
4 |
D |
$163.85 |
$2,103,998 |
D/D |
(12,841) |
101,741 |
|
- |
|
| Bunn James E |
President, Capital Markets |
• • – |
2025-12-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
19,132 |
114,582 |
|
- |
|
| Curtis Scott A |
Chief Operating Officer |
• • – |
2025-12-15 |
4 |
D |
$163.85 |
$2,613,899 |
D/D |
(15,953) |
192,418 |
|
- |
|
| Curtis Scott A |
Chief Operating Officer |
• • – |
2025-12-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
35,228 |
208,371 |
|
- |
|
| Santelli Jonathan N |
EVP, Gen Counsel, Secy |
• • – |
2025-12-15 |
4 |
D |
$163.85 |
$628,856 |
D/D |
(3,838) |
31,353 |
|
- |
|
| Santelli Jonathan N |
EVP, Gen Counsel, Secy |
• • – |
2025-12-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
7,628 |
35,191 |
|
- |
|
| Raney Steven M |
Executive Chair RJBank |
• • – |
2025-12-15 |
4 |
D |
$163.85 |
$402,907 |
D/D |
(2,459) |
48,733 |
|
- |
|
| Raney Steven M |
Executive Chair RJBank |
• • – |
2025-12-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
4,738 |
51,192 |
|
- |
|
| Aisenbrey Christopher S |
Chief Human Resources Officer |
• • – |
2025-12-15 |
4 |
GD |
$0.00 |
$0 |
D/D |
1,223 |
17,022 |
|
- |
|
| Aisenbrey Christopher S |
Chief Human Resources Officer |
• • – |
2025-12-15 |
4 |
D |
$163.85 |
$279,692 |
D/D |
(1,707) |
18,245 |
|
- |
|
| Aisenbrey Christopher S |
Chief Human Resources Officer |
• • – |
2025-12-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
3,853 |
19,952 |
|
- |
|
| Shoukry Paul M |
CEO |
• • – |
2025-12-15 |
4 |
GD |
$0.00 |
$0 |
D/D |
8,704 |
40,379 |
|
- |
|
| Shoukry Paul M |
CEO |
• • – |
2025-12-15 |
4 |
D |
$163.85 |
$1,366,017 |
D/D |
(8,337) |
49,083 |
|
- |
|
| Shoukry Paul M |
CEO |
• • – |
2025-12-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
14,145 |
57,420 |
|
- |
|
| Elwyn Tashtego S |
President, PCG |
• • – |
2025-12-15 |
4 |
D |
$163.85 |
$2,584,734 |
D/D |
(15,775) |
55,114 |
|
- |
|
| Elwyn Tashtego S |
President, PCG |
• • – |
2025-12-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
34,661 |
70,889 |
|
- |
|
| Reilly Paul C |
Executive Chair |
• • – |
2025-12-15 |
4 |
S |
$162.69 |
$21,321,442 |
D/D |
(130,687) |
260,546 |
|
- |
|
| Reilly Paul C |
Executive Chair |
• • – |
2025-12-15 |
4 |
D |
$163.85 |
$15,844,787 |
D/D |
(96,703) |
370,963 |
|
- |
|
| Reilly Paul C |
Executive Chair |
• • – |
2025-12-15 |
4 |
GD |
$0.00 |
$0 |
D/D |
30,516 |
410,579 |
|
- |
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1406 Records found
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Page 1 of 57 |
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3.95 (2.3%) 
