HELAL TAREK (Chief Strategy Officer) reported 3 transactions at RAYMOND JAMES FINANCIAL INC
Review the transaction codes below to understand the nature of each event.
Filed: 1/2/2026ACC: 0001225208-26-000002
Officer· Chief Strategy Officer
Since Feb 2025
-80.00
Net shares
Net seller
$0.00
Total acquired
0
Open market trades
0B · 0S
3
Total transactions
81.00 acquired · 161.00 disposed
Non-Derivative Transactions3
Common Stock
Indirect
Shares
−80.00
Price / share
—
Trade value
—
% of position
49.7%
12/30/2025
161.00→81.00
Common Stock
Indirect
Shares
−81.00
Price / share
—
Trade value
—
% of position
New position
12/30/2025
81.00→0.00
Common Stock
Indirect
Shares
+81.00
Price / share
—
Trade value
—
% of position
New position
12/30/2025
0.00→81.00
Total
Net shares
−80.00
Net value
$0.00
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Indirect | 12/30/2025 | G · Gift | −80.00 | — | — | 49.7% | 161.00 | 81.00 |
| Common Stock Indirect | 12/30/2025 | G · Gift | −81.00 | — | — | New position | 81.00 | 0.00 |
| Common Stock Indirect | 12/30/2025 | G · Gift | +81.00 | — | — | New position | 0.00 | 81.00 |
| Total | −80.00 | $0.00 | ||||||
Derivative Transactions0
No derivative transactions reported
Non-Derivative Holdings (Post-Transaction)2
Common Stock
IndirectShares owned535.00
Common Stock
DirectShares owned25.03K
Total
25.03K direct·535.00 indirect25.56K
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Common Stock | 535.00 | Indirect |
| Common Stock | 25.03K | Direct |
| Total | 25.56K | 25.03K direct·535.00 indirect |
Derivative Holdings (Post-Transaction)0
No derivative holdings reported