HELAL TAREK (Chief Strategy Officer) exercised options at RAYMOND JAMES FINANCIAL INC
Option exercise — a mechanical event triggered by vesting or expiry. Not a discretionary conviction trade.
Common Stock
Shares
+1.55K
Price / share
—
Trade value
—
% of position
Common Stock
Shares
+900.00
Price / share
—
Trade value
—
% of position
Common Stock
Shares
+611.00
Price / share
—
Trade value
—
% of position
Common Stock
Shares
−148.00
Price / share
$156.54
Trade value
$23.17K
% of position
Common Stock
Shares
−220.00
Price / share
$156.54
Trade value
$34.44K
% of position
Common Stock
Shares
−378.00
Price / share
$156.54
Trade value
$59.17K
% of position
Common Stock
Shares
+442.00
Price / share
—
Trade value
—
% of position
Common Stock
Shares
−107.00
Price / share
$155.83
Trade value
$16.67K
% of position
Net shares
+2.65K
Net value
-$133.45K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 11/30/2025 | M · Option Exercise | +1.55K | — | — | 6.9% | 22.38K | 23.93K |
| Common Stock Direct | 11/30/2025 | M · Option Exercise | +900.00 | — | — | 3.8% | 23.93K | 24.83K |
| Common Stock Direct | 11/30/2025 | M · Option Exercise | +611.00 | — | — | 2.5% | 24.83K | 25.44K |
| Common Stock Direct | 11/30/2025 | F · Tax Withholding | −148.00 | $156.54 | $23.17K | 0.6% | 25.44K | 25.29K |
| Common Stock Direct | 11/30/2025 | F · Tax Withholding | −220.00 | $156.54 | $34.44K | 0.9% | 25.29K | 25.07K |
| Common Stock Direct | 11/30/2025 | F · Tax Withholding | −378.00 | $156.54 | $59.17K | 1.5% | 25.07K | 24.69K |
| Common Stock Direct | 12/2/2025 | M · Option Exercise | +442.00 | — | — | 1.8% | 24.69K | 25.14K |
| Common Stock Direct | 12/2/2025 | F · Tax Withholding | −107.00 | $155.83 | $16.67K | 0.4% | 25.14K | 25.03K |
| Total | +2.65K | -$133.45K | ||||||
Restricted Stock Units
Common Stock
900.00 shares
Shares
−900.00
Strike price
Held after
0.00
Exercisable
—
Restricted Stock Units
Common Stock
611.00 shares
Shares
−611.00
Strike price
Held after
611.00
Exercisable
—
Restricted Stock Units
Common Stock
1.55K shares
Shares
−1.55K
Strike price
Held after
1.04K
Exercisable
—
Restricted Stock Units
Common Stock
442.00 shares
Shares
−442.00
Strike price
Held after
0.00
Exercisable
—
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Restricted Stock Units Direct | Common Stock900.00 shares | 11/30/2025 | M · Option Exercise | −900.00 | — | 0.00 | |
| Restricted Stock Units Direct | Common Stock611.00 shares | 11/30/2025 | M · Option Exercise | −611.00 | — | 611.00 | |
| Restricted Stock Units Direct | Common Stock1.55K shares | 11/30/2025 | M · Option Exercise | −1.55K | — | 1.04K | |
| Restricted Stock Units Direct | Common Stock442.00 shares | 12/2/2025 | M · Option Exercise | −442.00 | — | 0.00 |
Common Stock
IndirectCommon Stock
Indirect| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Common Stock | 161.00 | Indirect |
| Common Stock | 535.00 | Indirect |
| Total | 696.00 | 696.00 indirect |