Tarek Helal Transfers Shares of Raymond James Financial Inc (RJF) — SEC Form 4, Aug 27, 2026
SEC Form 4 · No Market Transaction
Gift
Transfer of shares as a gift.
Equity Position
49.2K sh
49,195 → 49,195
Filing Lag
5 business days
late vs 2-day SEC deadline
Form 4 · Statement of Changes in Beneficial Ownership
Reporting Owner
| Name | Relationship |
|---|---|
| Tarek Helal CIK 0001886423 |
Officer
|
Tarek Helal at Raymond James Financial Inc
Full insider history
Bought (12 mo)
—
Sold (12 mo)
—
More from this insider at Raymond James Financial Inc
| 2026-01-02 | Gift/Other | — | View |
| 2025-12-17 | Award | — | View |
| 2025-12-02 | Exercise | — | View |
Non-Derivative Securities Transactions
Non-Derivative Holdings
| Title | Shares Held | Ownership |
|---|---|---|
| Common Stock | 81 | Indirect By the Tarek Helal 2021 Gifting Trust |
| Common StockF2 | 577 | Indirect ESOP |
Footnotes (2)
- F1
- Includes 54 shares of common stock acquired on March 3, 2026 and 57 shares of common stock acquired on June 2, 2026 pursuant to the registrant's Employee Stock Purchase Plan. Show more
- F2
- Includes shares of common stock acquired under the reporting person's Employee Stock Ownership Plan (ESOP) account through August 20, 2026. Show more
Remarks
The reporting person transferred shares from an individual account to an account jointly owned with the reporting person's spouse for estate planning purposes.
Show moreRelated filings at Raymond James Financial Inc
Institutional Holders
13F holders · Jun 30, 2026
904
institutional managers reporting a position
Largest by reported value
- Black Rock, Inc. $2.18B
- Vanguard Capital Management Llc $1.71B
- Wellington Management Group Llp $1.44B
5%+ Holders · 13D/G
1 filer
Other insiders at Raymond James Financial Inc
-
Bella Loykhter Allaire -$1.33M
-
Tashtego S Elwyn -$1.76M
-
Steven M Raney -$998K
-
Bella Loykhter Allaire -$4.21M
GET /v1/forms/4/0001225208-26-007342
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