Insider holders · CIK 0000720005
RAYMOND JAMES FINANCIAL INC · RJF
Every insider with a reported Table I holding at this company, ranked by their last-reported share count. A balance is only as fresh as its filing — the report date sits next to every row on purpose. ← Back to activity
| Insider | Direct shares | Indirect shares | Total reported | Last report (ET) | From |
|---|---|---|---|---|---|
| Thomas A JamesExecutive Chairman | 13,339,786 | 162,730 | 13,502,516 | Jun 26, 2026 · 3:12 pm EDT | Form 4 |
| Jeffrey E TrocinCo-Pres-GlobEq&Inv Banking-RJA | 195,290 | 5,714 | 201,004 | Dec 18, 2018 · 3:53 pm EST | Form 4 |
| Francis S GodboldVice Chairman | 199,000 | 1,658 | 200,658 | Dec 28, 2018 · 11:57 am EST | Form 4 |
| Scott A CurtisChief Operating Officer | 191,418 | 4,268 | 195,686 | Aug 20, 2026 · 8:50 am EDT | Form 4 |
| Dennis W ZankChief Operating Officer | 130,846 | 52,562 | 183,408 | Mar 13, 2018 · 7:38 am EDT | Form 4 |
| Paul C ReillyChief Executive Officer | 140,382 | 906 | 141,288 | Jan 4, 2019 · 3:06 pm EST | Form 4 |
| Jeffrey P JulienCFO, Executive VP - Fin | 78,421 | 68 | 78,489 | Jan 23, 2019 · 7:44 am EST | Form 4 |
| John C Carson Jr.President | 66,991 | 510 | 67,501 | Jan 4, 2019 · 12:58 pm EST | Form 4 |
| Hardwick SimmonsDirector | 50,706 | — | 50,706 | Feb 26, 2015 · 3:59 pm EST | Form 4 |
| Bella Loykhter AllaireChief Admin Officer | 46,086 | 1,300 | 47,386 | Aug 31, 2026 · 5:21 pm EDT | Form 4 |
| Steven M RaneyExecutive Chair RJBank | 43,046 | 3,224 | 46,270 | Jul 28, 2026 · 4:35 pm EDT | Form 4 |
| Tashtego S ElwynPresident, PCG | 45,114 | 75 | 45,189 | Jul 29, 2026 · 2:49 pm EDT | Form 4 |
| Jeffrey A DowdleCAO & President, Asset Mgmt. | 42,736 | 1,500 | 44,236 | Dec 18, 2018 · 3:50 pm EST | Form 4 |
| Paul D AllisonChair, President & CEO RJ Ltd. | 29,352 | 9,628 | 38,980 | Dec 18, 2018 · 5:41 pm EST | Form 4 |
| Paul MateckiSr. VP - General Counsel | 33,947 | 86 | 34,033 | Dec 8, 2015 · 10:58 am EST | Form 4 |
| Tarek HelalChief Strategy Officer | 25,140 | 577 | 25,717 | Aug 27, 2026 · 2:14 pm EDT | Form 4 |
| Susan N StoryDirector | 25,139 | — | 25,139 | Mar 4, 2019 · 10:04 am EST | Form 4 |
| Robert SaltzmanDirector | 24,781 | — | 24,781 | Mar 1, 2019 · 12:00 pm EST | Form 4 |
| Shelley G. BroaderDirector | 22,281 | — | 22,281 | Mar 4, 2019 · 1:27 pm EST | Form 4 |
| Gordon L JohnsonDirector | 18,328 | — | 18,328 | Mar 4, 2019 · 8:56 am EST | Form 4 |
| James E BunnCo-Pres-GlobEq&Inv Banking-RJA | 16,715 | 949 | 17,664 | Dec 18, 2018 · 3:09 pm EST | Form 4 |
| Jennifer C AckartSVP, Controller | 9,217 | 4,194 | 13,411 | Dec 18, 2018 · 3:09 pm EST | Form 4 |
| Jeffrey N EdwardsDirector | 12,281 | — | 12,281 | Mar 4, 2019 · 1:26 pm EST | Form 4 |
| Benjamin EstyDirector | 11,581 | — | 11,581 | Mar 4, 2019 · 1:20 pm EST | Form 4 |
| Charles von ArentschildtDirector | 7,159 | — | 7,159 | Mar 4, 2019 · 9:01 am EST | Form 4 |
| Roderick C McGearyDirector | 6,621 | — | 6,621 | Mar 4, 2019 · 1:23 pm EST | Form 4 |
| George CataneseChief Risk Officer | 6,506 | 32 | 6,538 | Dec 18, 2018 · 3:09 pm EST | Form 4 |
| Jodi PerryPresident, ICD for RJFS | 1,226 | 2,847 | 4,073 | Dec 6, 2018 · 2:18 pm EST | Form 4 |
| Anne GatesDirector | 1,617 | — | 1,617 | Mar 4, 2019 · 1:25 pm EST | Form 4 |
| Jonathan N SantelliEVP, Gen Counsel, Secy | 3 | 17 | 20 | May 30, 2018 · 3:10 pm EDT | Form 4 |
Balances come from each insider’s most recent filing that reports a Table I holding; an insider who left the company years ago still appears with their last-known figure and its date. Indirect totals collapse multiple vehicles (trusts, LLCs) into one number — open the filing for the breakdown. Shares as filed, not split-adjusted.