Transaction #26728 · Form 4 · 0001225208-26-000002
RAYMOND JAMES FINANCIAL INC · Gift received · Common Stock
RAYMOND JAMES FINANCIAL INC · Transacted December 30, 2025 · Filed January 2, 2026
What does this filing report?
An SEC Form 4 filing for RAYMOND JAMES FINANCIAL INC records a gift received involving Common Stock on December 30, 2025. The reported quantity was 81. The filing date is January 2, 2026. This is one transaction record; amounts are not allocated among any joint reporting owners.
The acquisition category describes how securities were received. It does not by itself establish a cash purchase of common stock. Read the transaction code definitionsand the original filing before interpreting the amounts.
Transaction details
- Company
- RAYMOND JAMES FINANCIAL INC
- Company CIK
- 0000720005
- Security type
- Non-derivative
- Acquisition type
- Gift received · Code G
- Quantity acquired
- 81
- Reported price
- 0
- Reference value
- 0
- Currency
- Currency not specified
- Ownership
- Indirect
- Holdings after transaction
- 81
- Ownership description
- By the Tarek Helal 2021 Gifting Trust
- SEC acceptance time
- Jan 2, 2026, 10:39 AM EST
- 10b5-1 indication
- Not indicated
Reference value is reported quantity × reported price. It is not a confirmed cash payment or an estimate of a derivative's economic value. A missing currency is not assumed to be USD.
Reporting owners
- Helal Tarek ↗
Chief Strategy Officer
CIK 0001886423
These are the reporting owners named in the filing. Quantities and amounts are not allocated among co-reporters. Roles reflect this filing, not a current profile.
Company listings
The linked listing is identified separately from other current company listings.
Filing footnotes & remarks
- F1
- Includes shares of common stock acquired under the reporting person's Employee Stock Ownership Plan (ESOP) account through December 10, 2025.
Remarks
This Form 4 reports (i) gifts of shares from a trust for which the reporting person serves as trustee and (ii) the receipt of the gift of shares by an estate planning trust for which the reporting person serves as trustee.
Footnotes are reproduced as plain text from the current source filing. For the full context, read the original SEC filing.
This record was updated Eastern Time. This is the stored record update time, not the transaction date. Report a correction.