Tarek Helal - 30 Dec 2025 Form 4 Insider Report for RAYMOND JAMES FINANCIAL INC (RJF)

Reporting relationship: Chief Strategy Officer
Issuer ticker: RJF
Reported as of: 30 Dec 2025
Net transaction value: $0
SEC form: 4
Accepted by SEC: 02 Jan 2026, 10:39:07 UTC
Prior SEC filing: 17 Dec 2025
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 02 Jan 2026.

Key facts

This page summarizes Tarek Helal's Form 4 filing for RAYMOND JAMES FINANCIAL INC (RJF).
3 reported transactions and 0 derivative rows are listed below.
Accepted by SEC: 02 Jan 2026, 10:39.

Change

Previous filing in this sequence was filed on 17 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: 02 Jan 2026

Reported non-derivative transactions

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

RJF transaction

Common Stock

Gift

Transaction value: $0
Shares: -80
Change %: -50%
Price: $0.000000
Shares after: 81
Date: 30 Dec 2025
Ownership: By the Mohamed Anis Helal March 2022 GRAT #4

RJF transaction

Common Stock

Gift

Transaction value: $0
Shares: -81
Change %: -100%
Price: $0.000000
Shares after: 0
Date: 30 Dec 2025
Ownership: By the Mohamed Anis Helal March 2022 GRAT #4

RJF transaction

Common Stock

Gift

Transaction value: $0
Shares: +81
Change %
Price: $0.000000
Shares after: 81
Date: 30 Dec 2025
Ownership: By the Tarek Helal 2021 Gifting Trust

RJF holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 25,029
Date: 30 Dec 2025
Ownership: Direct

RJF holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 535
Date: 30 Dec 2025
Ownership: ESOP
Footnotes: F1

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

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 1 footnote

Footnote F1

Includes shares of common stock acquired under the reporting person's Employee Stock Ownership Plan (ESOP) account through December 10, 2025.

SEC remarks

This Form 4 reports (i) gifts of shares from a trust for which the reporting person serves as trustee and (ii) the receipt of the gift of shares by an estate planning trust for which the reporting person serves as trustee.