Raymond James Financial is a diversified financial services firm that provides wealth management, investment banking, asset management, and capital markets services to individuals, corporations, and municipalities. The firm maintains an extensive catalogue of products and services across its business lines. However, the wealth management franchise generates the bulk of its revenues and earnings through a vast network of more than 8,900 independent and employee-affiliated advisors, who collectively managed over $1.7 trillion in client assets as of fiscal year-end 2025. While Raymond James maintains a global footprint, the company derives over 90% of its revenue and an even larger percentage of its operating income, from the United States.
| Form 4 transaction type | Transactions | Shares | Total value |
|---|---|---|---|
| Open-market sale | 2 | 15,770 | $2.76M |
| Bona-fide gift | 3 | 47,794 |
Dollar totals are shown for open-market purchases and sales only. Grants, option exercises, gifts and tax withholding are reported by share count because they are not trades at a market price.
96 Form 4 filings on record, the earliest from Oct 1, 2024, newest first. Filing history page 1 of 3.
| Date | Insider | Transaction | Security | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Tarek Helal - Officer | Gift | Common Stock | 23,397 | $0.00 | - | |
| Tarek Helal - Officer | Gift | Common Stock | 23,397 | $0.00 | - | |
| Scott A. Curtis - Officer | Gift | Common Stock | 1,000 | $0.00 | - | |
| Tashtego S. Elwyn - Officer | Open-market sale | Common Stock | 10,000 | $176.06 | $1.76M | |
| Steven M. Raney - Officer | Open-market sale | Common Stock | 5,770 | $172.97 | $998K | |
| Bella Loykhter Allaire - Officer | Open-market sale | Common Stock | 29,551 | $142.34 | $4.21M | |
| Christopher S. Aisenbrey - Officer | Tax withholding / forfeiture | Common Stock | 132 | $153.08 | $20K | |
| Christopher S. Aisenbrey - Officer | Option exercise | Common Stock | 600 | $0.00 | - | |
| Christopher S. Aisenbrey - Officer | Option exercise | Restricted Stock Units | 600 | $0.00 | - | |
| Jeffrey N. Edwards - Director | Gift | Common Stock | 1,504 | $0.00 | - | |
| Jeffrey N. Edwards - Director | Gift | Common Stock | 1,504 | $0.00 | - | |
| Raj Seshadri - Director | Grant or award | Common Stock | 1,303 | $0.00 | - | |
| Raymond W. McDaniel - Director | Grant or award | Common Stock | 1,303 | $0.00 | - | |
| Roderick C. McGeary - Director | Grant or award | Common Stock | 1,303 | $0.00 | - | |
| Anne Gates - Director | Grant or award | Common Stock | 1,303 | $0.00 | - | |
| Art A. Garcia - Director | Grant or award | Common Stock | 1,303 | $0.00 | - | |
| Benjamin Esty - Director | Grant or award | Common Stock | 1,303 | $0.00 | - | |
| Grant or award | Common Stock | 1,303 | $0.00 | - | ||
| Option exercise | Common Stock | 1,253 | $0.00 | - | ||
| Option exercise | Common Stock | 250 | $0.00 | - | ||
| Option exercise | Common Stock | 250 | $0.00 | - | ||
| Grant or award | Restricted Stock Units | 248 | $0.00 | - | ||
| Grant or award | Restricted Stock Units | 248 | $0.00 | - | ||
| Option exercise | Restricted Stock Units | 250 | $0.00 | - | ||
| Option exercise | Restricted Stock Units | 250 | $0.00 | - | ||
| Option exercise | Restricted Stock Units | 1,253 | $0.00 | - | ||
| Jeffrey N. Edwards - Director | Option exercise | Common Stock | 1,253 | $0.00 | - | |
| Jeffrey N. Edwards - Director | Grant or award | Restricted Stock Units | 1,303 | $0.00 | - | |
| Jeffrey N. Edwards - Director | Option exercise | Restricted Stock Units | 1,253 | $0.00 | - | |
| Marlene Debel - Director | Option exercise | Common Stock | 1,253 | $0.00 | - | |
| Marlene Debel - Director | Grant or award | Restricted Stock Units | 1,303 | $0.00 | - | |
| Marlene Debel - Director | Option exercise | Restricted Stock Units | 1,253 | $0.00 | - | |
| Mark W. Begor - Director | Grant or award | Common Stock | 1,303 | $0.00 | - | |
| Jonathan N. Santelli - Officer | Open-market sale | Common Stock | 4,500 | $170.46 | $767K | |
| Jeffrey N. Edwards - Director | Gift | Common Stock | 20,505 | $0.00 | - | |
| Jeffrey N. Edwards - Director | Gift | Common Stock | 20,505 | $0.00 | - | |
| Tashtego S. Elwyn - Officer | Tax withholding / forfeiture | Common Stock | 1,284 | $163.85 | $210K | |
| Tashtego S. Elwyn - Officer | Tax withholding / forfeiture | Common Stock | 1,651 | $163.85 | $271K | |
| Tashtego S. Elwyn - Officer | Tax withholding / forfeiture | Common Stock | 2,136 | $163.85 | $350K | |
| Tashtego S. Elwyn - Officer | Tax withholding / forfeiture | Common Stock | 10,704 | $163.85 | $1.75M | |
| Tashtego S. Elwyn - Officer | Gift | Common Stock | 2,703 | $0.00 | - | |
| Tashtego S. Elwyn - Officer | Option exercise | Common Stock | 27,203 | $0.00 | - | |
| Tashtego S. Elwyn - Officer | Option exercise | Common Stock | 4,194 | $0.00 | - | |
| Tashtego S. Elwyn - Officer | Option exercise | Common Stock | 3,264 | $0.00 | - | |
| Tashtego S. Elwyn - Officer | Option exercise | Restricted Stock Units | 3,264 | $0.00 | - | |
| Tashtego S. Elwyn - Officer | Option exercise | Restricted Stock Units | 27,203 | $0.00 | - | |
| Tashtego S. Elwyn - Officer | Grant or award | Restricted Stock Units | 3,661 | $0.00 | - | |
| Tashtego S. Elwyn - Officer | Option exercise | Restricted Stock Units | 4,194 | $0.00 | - | |
| Tashtego S. Elwyn - Officer | Grant or award | Restricted Stock Units | 6,103 | $0.00 | - | |
| Paul M. Shoukry - Officer | Grant or award | Common Stock | 7,043 | $0.00 | - | |
| Jonathan N. Santelli - Officer | Grant or award | Common Stock | 2,128 | $0.00 | - | |
| Scott A. Curtis - Officer | Gift | Common Stock | 1,021 | $0.00 | - | |
| Scott A. Curtis - Officer | Grant or award | Common Stock | 6,163 | $0.00 | - | |
| Tashtego S. Elwyn - Officer | Grant or award | Common Stock | 5,429 | $0.00 | - | |
| Paul C. Reilly - Officer | Grant or award | Common Stock | 105,657 | $0.00 | - | |
| Paul C. Reilly - Officer | Grant or award | Common Stock | 59,916 | $0.00 | - | |
| Vincent Campagnoli - Officer | Tax withholding / forfeiture | Common Stock | 191 | $156.54 | $30K | |
| Vincent Campagnoli - Officer | Tax withholding / forfeiture | Common Stock | 283 | $156.54 | $44K | |
| Vincent Campagnoli - Officer | Tax withholding / forfeiture | Common Stock | 522 | $156.54 | $82K | |
| Vincent Campagnoli - Officer | Tax withholding / forfeiture | Common Stock | 1,443 | $155.83 | $225K | |
| Vincent Campagnoli - Officer | Option exercise | Common Stock | 2,220 | $0.00 | - | |
| Vincent Campagnoli - Officer | Option exercise | Common Stock | 1,200 | $0.00 | - | |
| Vincent Campagnoli - Officer | Option exercise | Common Stock | 815 | $0.00 | - | |
| Vincent Campagnoli - Officer | Option exercise | Common Stock | 4,662 | $0.00 | - | |
| Vincent Campagnoli - Officer | Option exercise | Restricted Stock Units | 1,200 | $0.00 | - | |
| Vincent Campagnoli - Officer | Option exercise | Restricted Stock Units | 815 | $0.00 | - | |
| Vincent Campagnoli - Officer | Option exercise | Restricted Stock Units | 2,220 | $0.00 | - | |
| Vincent Campagnoli - Officer | Option exercise | Restricted Stock Units | 4,662 | $0.00 | - | |
| Morgan Tarazeta J. Haynes - Officer | Tax withholding / forfeiture | Common Stock | 84 | $156.54 | $13K | |
| Morgan Tarazeta J. Haynes - Officer | Tax withholding / forfeiture | Common Stock | 110 | $156.54 | $17K | |
| Morgan Tarazeta J. Haynes - Officer | Tax withholding / forfeiture | Common Stock | 120 | $156.54 | $19K | |
| Morgan Tarazeta J. Haynes - Officer | Option exercise | Common Stock | 495 | $0.00 | - | |
| Morgan Tarazeta J. Haynes - Officer | Option exercise | Common Stock | 450 | $0.00 | - | |
| Morgan Tarazeta J. Haynes - Officer | Option exercise | Common Stock | 347 | $0.00 | - | |
| Morgan Tarazeta J. Haynes - Officer | Option exercise | Restricted Stock Units | 450 | $0.00 | - | |
| Morgan Tarazeta J. Haynes - Officer | Option exercise | Restricted Stock Units | 347 | $0.00 | - | |
| Morgan Tarazeta J. Haynes - Officer | Option exercise | Restricted Stock Units | 495 | $0.00 | - | |
| Bella Loykhter Allaire - Officer | Tax withholding / forfeiture | Common Stock | 467 | $156.54 | $73K | |
| Bella Loykhter Allaire - Officer | Tax withholding / forfeiture | Common Stock | 555 | $156.54 | $87K | |
| Bella Loykhter Allaire - Officer | Option exercise | Common Stock | 1,500 | $0.00 | - | |
| Bella Loykhter Allaire - Officer | Option exercise | Common Stock | 1,264 | $0.00 | - | |
| Bella Loykhter Allaire - Officer | Option exercise | Restricted Stock Units | 1,500 | $0.00 | - | |
| Bella Loykhter Allaire - Officer | Option exercise | Restricted Stock Units | 1,264 | $0.00 | - | |
| Scott A. Curtis - Officer | Tax withholding / forfeiture | Common Stock | 406 | $156.54 | $64K | |
| Scott A. Curtis - Officer | Tax withholding / forfeiture | Common Stock | 482 | $156.54 | $75K | |
| Scott A. Curtis - Officer | Option exercise | Common Stock | 1,500 | $0.00 | - | |
| Scott A. Curtis - Officer | Option exercise | Common Stock | 1,264 | $0.00 | - | |
| Scott A. Curtis - Officer | Option exercise | Restricted Stock Units | 1,500 | $0.00 | - | |
| Scott A. Curtis - Officer | Option exercise | Restricted Stock Units | 1,264 | $0.00 | - | |
| Steven M. Raney - Officer | Tax withholding / forfeiture | Common Stock | 278 | $156.54 | $44K | |
| Steven M. Raney - Officer | Tax withholding / forfeiture | Common Stock | 330 | $156.54 | $52K | |
| Steven M. Raney - Officer | Option exercise | Common Stock | 1,500 | $0.00 | - | |
| Steven M. Raney - Officer | Option exercise | Common Stock | 1,264 | $0.00 | - | |
| Steven M. Raney - Officer | Option exercise | Restricted Stock Units | 1,500 | $0.00 | - | |
| Steven M. Raney - Officer | Option exercise | Restricted Stock Units | 1,264 | $0.00 | - |
A Form 144 is notice of an INTENDED sale, not a completed one. It often precedes the Form 4 that reports the trade actually happening.
| Filed | Filer | Relationship | Shares | Market value | Notice |
|---|---|---|---|---|---|
| Allaire Bella Loykhter | Officer | 7,500 | $1.33M | View on EDGAR | |
| - | - | - | - | View on EDGAR | |
| - | - | - | - | View on EDGAR |
RAYMOND JAMES FINANCIAL INC (RJF) had 4 insider filings in the last 90 days, with the most recent on 2026-08-27. The full record for RJF runs to 96 Form 4 filings, the earliest from 2024-10-01. InsiderAlpha tracks every Form 4, Form 144, and 8-K filing in real time.
No insider purchases of RJF were filed in the last 90 days.
2 insider sales of RJF were filed in the last 90 days, totaling $2.76M.
This page tracks RJF Form 4 insider transactions, Form 144 sale notices, and 8-K material event disclosures in one timeline. Annual 10-K and quarterly 10-Q reports live on the company's SEC EDGAR page.
Create a free InsiderAlpha account and press Watch on this page to add RJF to your watchlist. A free account also opens the full scored daily plan with every past day and 3 months of price history. No card is required. Sign up at https://insideralpha.ai/register.
Every Form 4 below links to the original document on SEC EDGAR, so the numbers on this page can be checked against the filing they came from.
Real-time Form 4 alerts, AI-scored daily trade ideas and 10b5-1 plan flags.