Form 4 holding
Chief Strategy Officer
RAYMOND JAMES FINANCIAL INC
- Security class
- Common Stock
- Shares / value
- 25,140
- Estimated value
- $3,822,034
- Report date
- 20 Aug 2026
- Price
- $152.03
- Ownership
- Direct
Tarek Helal - Chief Strategy Officer at RAYMOND JAMES FINANCIAL INC
Issuer-level insider activity
- Role
- Chief Strategy Officer
- Issuer ticker
- RJF on NYSE
- Entity type
- Individual
- Source filing history
- Open source filing history
Identity
Names, identifiers, and filing context for this profile.
1 identity field
Source evidence
Original filing metadata and source links for verification.
1 source field
No buys or sells have been reported by Tarek Helal since 08 Sep 2025
Reported holdings for Tarek Helal in RAYMOND JAMES FINANCIAL INC
Form 4 holding
Chief Strategy Officer
RAYMOND JAMES FINANCIAL INC
- Security class
- Common Stock
- Shares / value
- 577
- Estimated value
- $87,721
- Report date
- 20 Aug 2026
- Price
- $152.03
- Ownership
- ESOP
Form 4 holding
Chief Strategy Officer
RAYMOND JAMES FINANCIAL INC
- Security class
- Common Stock
- Shares / value
- 81
- Estimated value
- $12,314
- Report date
- 20 Aug 2026
- Price
- $152.03
- Ownership
- By the Tarek Helal 2021 Gifting Trust
Form 4 holding
Chief Strategy Officer
RAYMOND JAMES FINANCIAL INC
- Security class
- Common Stock
- Shares / value
- 0
- Estimated value
- $0
- Report date
- 30 Dec 2025
- Price
- $151.33
- Ownership
- By the Mohamed Anis Helal March 2022 GRAT #4
Form 4 holding
Chief Strategy Officer
RAYMOND JAMES FINANCIAL INC
- Security class
- Restricted Stock Units
- Shares / value
- 458
- Estimated value
- Report date
- 15 Dec 2025
- Price
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
Transaction history for Tarek Helal in RAYMOND JAMES FINANCIAL INC
| Sym | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares after | Date | Ownership |
|---|
* marks a reported price that did not pass the local price check.