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

Reporting relationship: Chief Strategy Officer
Issuer ticker: RJF
Reported as of: 15 Dec 2025
Net transaction value: $0
SEC form: 4
Accepted by SEC: 17 Dec 2025, 08:23:45 UTC
Prior SEC filing: 02 Dec 2025
Next 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 17 Dec 2025.

Key facts

This page summarizes Tarek Helal's Form 4 filing for RAYMOND JAMES FINANCIAL INC (RJF).
2 reported transactions and 2 derivative rows are listed below.
Accepted by SEC: 17 Dec 2025, 08:23.

Change

Previous filing in this sequence was filed on 02 Dec 2025.
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: 17 Dec 2025

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

RJF transaction Derivative

Restricted Stock Units

Award

Transaction value: $0
Shares: +3,661
Change %
Price: $0.000000
Shares after: 3,661
Date: 15 Dec 2025
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 3,661
Exercise price
Footnotes: F1, F2

RJF transaction Derivative

Restricted Stock Units

Award

Transaction value: $0
Shares: +458
Change %
Price: $0.000000
Shares after: 458
Date: 15 Dec 2025
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 458
Exercise price
Footnotes: F1, F3

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

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 3 footnotes

Footnote 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.

Footnote F2

RSUs vest 60% on 12/15/2028, 20% on 12/15/2029, and 20% on 12/15/2030.

Footnote F3

Award of RSUs as a portion of annual bonus under Amended and Restated 2012 Stock Incentive Plan.

SEC 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.