HELAL TAREK (Chief Strategy Officer) reported 2 transactions at RAYMOND JAMES FINANCIAL INC
Review the transaction codes below to understand the nature of each event.
Filed: 8/27/2026ACC: 0001225208-26-007342
Officer· Chief Strategy Officer
Since Feb 2025
0.00
Net shares
Net seller
$0.00
Total acquired
0
Open market trades
0B · 0S
2
Total transactions
23.40K acquired · 23.40K disposed
Non-Derivative Transactions2
Common Stock
Direct
Shares
+23.40K
Price / share
—
Trade value
—
% of position
93.1%
8/20/2026
25.14K→48.54K
Common Stock
Direct
Shares
−23.40K
Price / share
—
Trade value
—
% of position
48.2%
8/20/2026
48.54K→25.14K
Total
Net shares
+0.00
Net value
$0.00
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 8/20/2026 | G · Gift | +23.40K | — | — | 93.1% | 25.14K | 48.54K |
| Common Stock Direct | 8/20/2026 | G · Gift | −23.40K | — | — | 48.2% | 48.54K | 25.14K |
| Total | +0.00 | $0.00 | ||||||
Derivative Transactions0
No derivative transactions reported
Non-Derivative Holdings (Post-Transaction)2
Common Stock
IndirectShares owned577.00
Common Stock
IndirectShares owned81.00
Total
658.00 indirect658.00
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Common Stock | 577.00 | Indirect |
| Common Stock | 81.00 | Indirect |
| Total | 658.00 | 658.00 indirect |
Derivative Holdings (Post-Transaction)0
No derivative holdings reported