Tarek Helal - 20 Feb 2025 Form 3 Insider Report for RAYMOND JAMES FINANCIAL INC (RJF)

Role
Chief Strategy Officer
Signature
/s/ Tarek Helal by Jonathan J. Doyle as Attorney-in-Fact
Issuer symbol
RJF
Transactions as of
20 Feb 2025
Net transactions value
$0
Form type
3
Filing time
26 Feb 2025, 15:10:56 UTC
Previous filing
19 Sep 2024
Next filing
02 Dec 2025
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
holding RJF Common Stock 22,215 20 Feb 2025 Direct
holding RJF Common Stock 161 20 Feb 2025 By the Mohamed Anis Helal March 2022 GRAT #4
holding RJF Common Stock 495 20 Feb 2025 ESOP F1

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
holding RJF Restricted Stock Units 20 Feb 2025 Common Stock 900 Direct F2, F3, F4
holding RJF Restricted Stock Units 20 Feb 2025 Common Stock 1,222 Direct F4, F5
holding RJF Restricted Stock Units 20 Feb 2025 Common Stock 2,590 Direct F4, F6
holding RJF Restricted Stock Units 20 Feb 2025 Common Stock 3,355 Direct F4, F7
holding RJF Restricted Stock Units 20 Feb 2025 Common Stock 1,513 Direct F4, F8
holding RJF Restricted Stock Units 20 Feb 2025 Common Stock 604 Direct F4, F9
holding RJF Restricted Stock Units 20 Feb 2025 Common Stock 442 Direct F4, F9
holding RJF Restricted Stock Units 20 Feb 2025 Common Stock 679 Direct F4, F9
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Includes shares of common stock acquired under the reporting person's Employee Stock Ownership Plan (ESOP) account through February 18, 2025.
F2 Of the 3,000 RSUs granted on 11/23/2020, 60% vested on 11/30/2023, 20% vested on 11/30/2024, and 20% will vest on 11/30/2025.
F3 The RSU grant of 3,000 shares awarded on November 23, 2020, of which 600 shares remained outstanding, was adjusted to reflect the 3-for-2 stock split by means of a stock dividend that occurred on September 21, 2021.
F4 Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends.
F5 Of the 3,056 RSUs granted on 11/22/2021, 60% vested on 11/30/2024, 20% will vest on 11/30/2025, and 20% will vest on 11/30/2026.
F6 Of the 2,590 RSUs granted on 11/21/2022, 60% will vest on 11/30/2025, 20% will vest on 11/30/2026, and 20% will vest on 11/30/2027.
F7 Of the 3,355 RSUs granted on 11/20/2023, 60% will vest on 11/30/2026, 20% will vest on 11/30/2027, and 20% will vest on 11/30/2028.
F8 Of the 1,513 RSUs granted on 11/25/2024, 60% will vest on 11/30/2027, 20% will vest on 11/30/2028, and 20% will vest on 11/30/2029.
F9 RSUs granted as a portion of annual bonus under Amended and Restated 2012 Stock Incentive Plan.

Remarks:

helalpoa.txt