Tarek Helal - 15 Dec 2025 Form 4 Insider Report for RAYMOND JAMES FINANCIAL INC (RJF)

Role
Chief Strategy Officer
Signature
/s/ Tarek Helal by Jonathan J. Doyle as Attorney-in-Fact
Issuer symbol
RJF
Transactions as of
15 Dec 2025
Net transactions value
$0
Form type
4
Filing time
17 Dec 2025, 08:23:45 UTC
Previous filing
02 Dec 2025
Next filing
02 Jan 2026
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Helal Tarek Chief Strategy Officer 880 CARILLON PARKWAY, ST. PETERSBURG /s/ Tarek Helal by Jonathan J. Doyle as Attorney-in-Fact 17 Dec 2025 0001886423

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction RJF Restricted Stock Units Award $0 +3,661 $0.000000 3,661 15 Dec 2025 Common Stock 3,661 Direct F1, F2
transaction RJF Restricted Stock Units Award $0 +458 $0.000000 458 15 Dec 2025 Common Stock 458 Direct F1, F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends.
F2 RSUs vest 60% on 12/15/2028, 20% on 12/15/2029, and 20% on 12/15/2030.
F3 Award of RSUs as a portion of annual bonus under Amended and Restated 2012 Stock Incentive Plan.

Remarks:

This Form 4 reports (i) a grant of management RSUs to the reporting person and (ii) a grant of RSUs as a portion of the annual bonus to the reporting person.