Raymond James Financial, Inc. is an investment holding company, which engages in the provision of financial and investment services. Its services include investment management, merger and acquisition and advisory, the underwriting, distribution, trading and brokerage of equity and debt securities, sale of mutual funds, corporate and retail banking, and trust services. It operates through the following segments: Private Client Group, Capital Markets, Asset Management, Bank, and Other. The Private Client Group segment provides financial planning, investment advisory, and securities transaction services to clients through financial advisors. The Capital Markets segment focuses on investment banking, institutional sales, securities trading, equity research and the syndication, and management of investments in low-income housing funds and funds of a similar nature. The Asset Management segment is involved in asset management, portfolio management, and related administrative services to retail and institutional clients. The Bank segment refers to the results of banking operations. The Other segment includes private equity investments, which predominantly consist of investments in third-party funds. The company was founded by Robert A. James in 1962 and is headquartered in St. Petersburg, FL. |  |
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| Insider Trading |
Relationship |
Date |
Transaction |
Cost |
#Shares |
Value ($) |
#Shares Total |
SEC Form 4 |
| Shoukry Paul M | CEO | Nov 30 '25 | Option Exercise | 0.00 | 3,818 | 0 | 37,734 | Dec 02 05:02 PM | | Santelli Jonathan N | EVP, Gen Counsel, Secy | Nov 30 '25 | Option Exercise | 0.00 | 3,775 | 0 | 26,354 | Dec 02 05:02 PM | | REILLY PAUL C | Executive Chair | Nov 30 '25 | Option Exercise | 0.00 | 6,640 | 0 | 263,003 | Dec 02 05:00 PM | | Raney Steven M | Executive Chair RJBank | Nov 30 '25 | Option Exercise | 0.00 | 2,764 | 0 | 45,115 | Dec 02 04:58 PM | | Allaire Bella Loykhter | Chief Admin Officer | Nov 30 '25 | Option Exercise | 0.00 | 2,764 | 0 | 77,350 | Dec 02 04:57 PM | | Haynes Morgan Tarazeta J | Chief Audit Executive | Nov 30 '25 | Option Exercise | 0.00 | 1,292 | 0 | 4,923 | Dec 02 04:56 PM | | Elwyn Tashtego S | President, PCG | Nov 30 '25 | Option Exercise | 0.00 | 2,764 | 0 | 34,472 | Dec 02 04:55 PM | | Curtis Scott A | Chief Operating Officer | Nov 30 '25 | Option Exercise | 0.00 | 2,764 | 0 | 168,890 | Dec 02 04:52 PM | | Campagnoli Vincent | EVP, Technology & Operations | Dec 02 '25 | Option Exercise | 0.00 | 4,662 | 0 | 34,188 | Dec 02 04:49 PM | | Campagnoli Vincent | EVP, Technology & Operations | Nov 30 '25 | Option Exercise | 0.00 | 4,235 | 0 | 30,522 | Dec 02 04:49 PM | | Helal Tarek | Chief Strategy Officer | Dec 02 '25 | Option Exercise | 0.00 | 442 | 0 | 25,136 | Dec 02 04:47 PM | | Helal Tarek | Chief Strategy Officer | Nov 30 '25 | Option Exercise | 0.00 | 3,065 | 0 | 25,440 | Dec 02 04:47 PM | | Larson Katherine H | Chief Accounting Officer | Dec 02 '25 | Option Exercise | 0.00 | 93 | 0 | 1,997 | Dec 02 04:44 PM | | Larson Katherine H | Chief Accounting Officer | Nov 30 '25 | Option Exercise | 0.00 | 1,720 | 0 | 2,322 | Dec 02 04:44 PM | | Oorlog Jonathan W JR | Chief Financial Officer | Dec 02 '25 | Option Exercise | 0.00 | 631 | 0 | 22,515 | Dec 02 04:42 PM | | Oorlog Jonathan W JR | Chief Financial Officer | Nov 30 '25 | Option Exercise | 0.00 | 3,724 | 0 | 22,758 | Dec 02 04:42 PM | | Bunn James E | President, Capital Markets | Nov 30 '25 | Option Exercise | 0.00 | 6,136 | 0 | 84,363 | Dec 02 04:40 PM | | Aisenbrey Christopher S | Chief Human Resources Officer | Nov 30 '25 | Option Exercise | 0.00 | 1,595 | 0 | 15,724 | Dec 02 04:24 PM | | Allaire Bella Loykhter | Chief Admin Officer | May 29 '25 | Sale | 146.61 | 6,570 | 963,228 | 74,586 | May 30 04:22 PM | | Allaire Bella Loykhter | Officer | May 29 '25 | Proposed Sale | 146.61 | 6,570 | 963,228 | | May 29 11:29 AM | | Mistarz Cecily | Director | May 20 '25 | Option Exercise | 0.00 | 1,186 | 0 | 1,186 | May 20 05:24 PM | | Bunn James E | President, Capital Markets | Apr 28 '25 | Sale | 136.49 | 3,650 | 498,184 | 78,227 | Apr 29 12:45 PM | | Bunn James E | Officer | Apr 28 '25 | Proposed Sale | 136.48 | 3,650 | 498,144 | | Apr 28 02:17 PM | | Aisenbrey Christopher S | Chief Human Resources Officer | Feb 28 '25 | Option Exercise | 0.00 | 1,800 | 0 | 14,599 | Feb 28 03:41 PM | | Seshadri Raj | Director | Feb 20 '25 | Option Exercise | 0.00 | 1,711 | 0 | 11,226 | Feb 24 04:33 PM | | Gates Anne | Director | Feb 20 '25 | Option Exercise | 0.00 | 1,711 | 0 | 14,292 | Feb 24 04:32 PM | | GARCIA ART A | Director | Feb 20 '25 | Option Exercise | 0.00 | 1,711 | 0 | 4,436 | Feb 24 04:32 PM | | Esty Benjamin | Director | Feb 20 '25 | Option Exercise | 0.00 | 1,711 | 0 | 29,238 | Feb 24 04:32 PM | | Edwards Jeffrey N | Director | Feb 20 '25 | Option Exercise | 0.00 | 1,711 | 0 | 30,288 | Feb 24 04:30 PM | | DEBEL MARLENE | Director | Feb 20 '25 | Option Exercise | 0.00 | 1,711 | 0 | 7,567 | Feb 24 04:29 PM | | Johnson Gordon L | Director | Feb 20 '25 | Option Exercise | 0.00 | 2,395 | 0 | 44,290 | Feb 24 01:47 PM | | MCGEARY RODERICK C | Director | Feb 20 '25 | Option Exercise | 0.00 | 1,711 | 0 | 21,798 | Feb 24 11:56 AM | | MCDANIEL RAYMOND W | Director | Feb 20 '25 | Option Exercise | 0.00 | 1,711 | 0 | 3,557 | Feb 24 11:56 AM | | Santelli Jonathan N | EVP, Gen Counsel, Secy | Jan 31 '25 | Sale | 168.25 | 4,160 | 699,932 | 22,879 | Feb 03 01:38 PM | | Santelli Jonathan N | Officer | Jan 31 '25 | Proposed Sale | 168.24 | 4,160 | 699,887 | | Jan 31 02:37 PM | | REILLY PAUL C | Chair & CEO | Dec 15 '24 | Option Exercise | 0.00 | 29,460 | 0 | 294,011 | Dec 17 01:02 PM | | Raney Steven M | Executive Chair RJBank | Dec 15 '24 | Option Exercise | 0.00 | 1,452 | 0 | 44,921 | Dec 17 01:02 PM | | Aisenbrey Christopher S | Chief Human Resources Officer | Dec 15 '24 | Option Exercise | 0.00 | 850 | 0 | 13,133 | Dec 17 01:00 PM | | Curtis Scott A | Chief Operating Officer | Dec 15 '24 | Option Exercise | 0.00 | 3,112 | 0 | 190,451 | Dec 17 11:45 AM | | Allaire Bella Loykhter | Chief Admin Officer | Dec 15 '24 | Option Exercise | 0.00 | 2,853 | 0 | 83,274 | Dec 17 11:44 AM | | Santelli Jonathan N | EVP, Gen Counsel, Secy | Dec 15 '24 | Option Exercise | 0.00 | 1,297 | 0 | 28,142 | Dec 17 11:42 AM | | Elwyn Tashtego S | President, PCG | Dec 15 '24 | Option Exercise | 0.00 | 2,982 | 0 | 35,670 | Dec 16 05:57 PM | | Elwyn Tashtego S | President, PCG | Dec 13 '24 | Sale | 159.47 | 10,000 | 1,594,650 | 32,688 | Dec 16 05:57 PM | | Bunn James E | President, Capital Markets | Dec 15 '24 | Option Exercise | 0.00 | 14,523 | 0 | 96,370 | Dec 16 05:43 PM | | Shoukry Paul M | President | Dec 15 '24 | Option Exercise | 0.00 | 4,409 | 0 | 37,683 | Dec 16 01:14 PM | | Shoukry Paul M | President | Dec 12 '24 | Option Exercise | 0.00 | 900 | 0 | 33,628 | Dec 16 01:14 PM | | Elwyn Tashtego S | Officer | Dec 13 '24 | Proposed Sale | 159.46 | 10,000 | 1,594,600 | | Dec 13 03:40 PM | | Coulter James Robert Edward | Director & CEO, RJ Ltd. | Dec 10 '24 | Option Exercise | 0.00 | 488 | 0 | 18,463 | Dec 11 12:27 PM |
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