Tarek Helal - 20 Aug 2026 Form 4 Insider Report for RAYMOND JAMES FINANCIAL INC (RJF)

Reporting relationship: Chief Strategy Officer
Issuer ticker: RJF
Reported as of: 20 Aug 2026
Net transaction value: $0
SEC form: 4
Accepted by SEC: 27 Aug 2026, 14:14:22 UTC
Prior SEC filing: 02 Jan 2026
Source filing: View source filing
Reporting owner signature: /s/ Tarek Helal by Jonathan J. Doyle as Attorney-in-Fact

Key filing fact

Tarek Helal filed Form 4 for RAYMOND JAMES FINANCIAL INC (RJF) on 27 Aug 2026.

Key facts

This page summarizes Tarek Helal's Form 4 filing for RAYMOND JAMES FINANCIAL INC (RJF).
2 reported transactions and 0 derivative rows are listed below.
Accepted by SEC: 27 Aug 2026, 14:14.

Change

Previous filing in this sequence was filed on 02 Jan 2026.
Current net transaction value: $0.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001886423 Primary reporting owner

Helal Tarek

Relationship: Chief Strategy Officer
Address: 880 CARILLON PARKWAY, ST. PETERSBURG
Signature: /s/ Tarek Helal by Jonathan J. Doyle as Attorney-in-Fact
Signature date: 27 Aug 2026

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

RJF transaction

Common Stock

Gift

Transaction value
Shares: +23,397
Change %: +93%
Price: $0.000000^*
Shares after: 48,537
Date: 20 Aug 2026
Ownership: Direct
Footnotes: F1

RJF transaction

Common Stock

Gift

Transaction value
Shares: -23,397
Change %: -48%
Price: $0.000000^*
Shares after: 25,140
Date: 20 Aug 2026
Ownership: Direct
Footnotes: F1

RJF holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 81
Date: 20 Aug 2026
Ownership: By the Tarek Helal 2021 Gifting Trust

RJF holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 577
Date: 20 Aug 2026
Ownership: ESOP
Footnotes: F2

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 2 footnotes

Footnote F1

Includes 54 shares of common stock acquired on March 3, 2026 and 57 shares of common stock acquired on June 2, 2026 pursuant to the registrant's Employee Stock Purchase Plan.

Footnote F2

Includes shares of common stock acquired under the reporting person's Employee Stock Ownership Plan (ESOP) account through August 20, 2026.

SEC remarks

The reporting person transferred shares from an individual account to an account jointly owned with the reporting person's spouse for estate planning purposes.