Tarek Helal - Chief Strategy Officer at RAYMOND JAMES FINANCIAL INC

Insider Transactions and Holdings

Entity Type
Individual
Role
Chief Strategy Officer
Issuer Symbol
RJF on NYSE
All Insider Reports
All Insider Reports

There are no Buy or Sell transactions made by Tarek Helal since 12 Feb 2025

Holdings reported by Tarek Helal for RAYMOND JAMES FINANCIAL INC

Security Num Shares Value Price $ Transaction Date Ownership Underlying Class Underlying Amount
Common Stock 25,029 $3,787,638 $151.33 30 Dec 2025 Direct
Common Stock 535 $80,961 $151.33 30 Dec 2025 ESOP
Common Stock 81 $12,257 $151.33 30 Dec 2025 By the Tarek Helal 2021 Gifting Trust
Common Stock 0 $0 $151.33 30 Dec 2025 By the Mohamed Anis Helal March 2022 GRAT #4
Restricted Stock Units 458 15 Dec 2025 Direct Common Stock

Transactions reported by Tarek Helal for RAYMOND JAMES FINANCIAL INC

Sym Class Transaction % Value $ * Price $ Shares Shares After Date Ownership
* An asterisk sign (*) next to the price indicates that the price is likely invalid.