Tarek Helal - Nov 30, 2025 Form 4 Insider Report for RAYMOND JAMES FINANCIAL INC (RJF)

Role
Chief Strategy Officer
Signature
/s/ Tarek Helal by Jonathan J. Doyle as Attorney-in-Fact
Stock symbol
RJF
Transactions as of
Nov 30, 2025
Transactions value $
-$133,453
Form type
4
Date filed
12/2/2025, 04:47 PM
Previous filing
Feb 26, 2025
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Helal Tarek Chief Strategy Officer 880 CARILLON PARKWAY, ST. PETERSBURG /s/ Tarek Helal by Jonathan J. Doyle as Attorney-in-Fact 2025-12-02 0001886423

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction RJF Common Stock Options Exercise $0 +1.55K +6.95% $0.00 23.9K Nov 30, 2025 Direct F1, F2
transaction RJF Common Stock Options Exercise $0 +900 +3.76% $0.00 24.8K Nov 30, 2025 Direct F1, F2
transaction RJF Common Stock Options Exercise $0 +611 +2.46% $0.00 25.4K Nov 30, 2025 Direct F1, F2
transaction RJF Common Stock Tax liability -$23.2K -148 -0.58% $156.54 25.3K Nov 30, 2025 Direct F2
transaction RJF Common Stock Tax liability -$34.4K -220 -0.87% $156.54 25.1K Nov 30, 2025 Direct F2
transaction RJF Common Stock Tax liability -$59.2K -378 -1.51% $156.54 24.7K Nov 30, 2025 Direct F2
transaction RJF Common Stock Options Exercise $0 +442 +1.79% $0.00 25.1K Dec 2, 2025 Direct F1, F2
transaction RJF Common Stock Tax liability -$16.7K -107 -0.43% $155.83 25K Dec 2, 2025 Direct F2
holding RJF Common Stock 161 Nov 30, 2025 By the Mohamed Anis Helal March 2022 GRAT #4
holding RJF Common Stock 535 Nov 30, 2025 ESOP F3

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
transaction RJF Restricted Stock Units Options Exercise $0 -900 -100% $0.00 0 Nov 30, 2025 Common Stock 900 Direct F1, F4
transaction RJF Restricted Stock Units Options Exercise $0 -611 -50% $0.00 611 Nov 30, 2025 Common Stock 611 Direct F1, F5
transaction RJF Restricted Stock Units Options Exercise $0 -1.55K -60% $0.00 1.04K Nov 30, 2025 Common Stock 1.55K Direct F1, F6
transaction RJF Restricted Stock Units Options Exercise $0 -442 -100% $0.00 0 Dec 2, 2025 Common Stock 442 Direct F1
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 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.
F2 Includes 54 shares of common stock acquired on March 4, 2025, 57 shares of common stock acquired on June 3, 2025, and 49 shares of common stock acquired on September 3, 2025, pursuant to the registrant's Employee Stock Purchase Plan.
F3 Includes shares of common stock acquired under the reporting person's Employee Stock Ownership Plan (ESOP) account through November 24, 2025.
F4 RSUs vested 60% on 11/30/2023, 20% on 11/30/2024, and 20% on 11/30/2025.
F5 RSUs vested 60% on 11/30/2024, 20% on 11/30/2025, and will vest 20% on 11/30/2026.
F6 RSUs vested 60% on 11/30/2025 and will vest 20% on 11/30/2026 and 20% on 11/30/2027.

Remarks:

This Form 4 reports (i) the vesting of RSUs awarded to the reporting person and (ii) dispositions by the reporting person to the issuer to cover the tax liability in connection with such vesting. helalpoa.txt