What the executives and directors of Raymond James Financial actually did with their own shares, decoded from three years of SEC Form 4 filings.
The tape: three years of insider trades
Every marker sits at the exact price reported on the Form 4. The line is the monthly median of all prices insiders reported, so the chart needs no market feed; the gray strip is routine flow (vestings, tax withholding, gifts) that headlines love to miscount as selling.
Where the shares went, last 12 months
Every Form 4 movement decomposed: what flowed in (grants, vested equity, purchases) and what flowed out (tax withholding, plan sales, discretionary sales, gifts). Counted in shares, because grants carry no price.
Skin in the game
Directly held shares as reported after each trade, indexed to 100 five years back. Direct holdings only: trust and family-entity positions are per-entity in the filings and do not sum honestly, so this chart refuses to guess. The steps are the trades.
Who holds what
| Insider | Role | Shares held | Buys 12 m | Sales 12 m |
|---|---|---|---|---|
| JAMES THOMAS A Executive Chairman | Officer | 30.9M | — | — |
| REILLY PAUL C Executive Chair | Officer | 480.5K | — | $21.3M |
| Curtis Scott A Chief Operating Officer | COO | 200.3K | — | — |
| Bunn James E President, Capital Markets | Officer | 105.9K | — | — |
| Allaire Bella Loykhter Chief Admin Officer | Officer | 53.6K | — | $4.2M |
| Dowdle Jeffrey A COO & Head of Asset Mgmt. | COO | 51.6K | — | — |
| Shoukry Paul M CEO | CEO | 48.7K | — | — |
| Elwyn Tashtego S President, PCG | Officer | 45.2K | — | $1.8M |
| Raney Steven M Executive Chair RJBank | Officer | 43K | — | $998K |
| Johnson Gordon L | Director | 42.4K | — | — |
| Carter Horace President, Fixed Income | Officer | 34.6K | — | — |
| Campagnoli Vincent EVP, Technology & Operations | Officer | 32.7K | — | — |
| Esty Benjamin | Director | 31.8K | — | — |
| Edwards Jeffrey N | Director | 31.5K | — | — |
Open-market trade log
| Date | Insider | Type | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-07-28 | Elwyn Tashtego S (Officer) | Discretionary sale | 10K | $176.06 | $1.8M |
| 2026-07-27 | Raney Steven M (Officer) | Discretionary sale | 5,770 | $172.97 | $998K |
| 2026-03-19 | Allaire Bella Loykhter (Officer) | Discretionary sale | 29.6K | $142.34 | $4.2M |
| 2026-02-04 | Santelli Jonathan N (Officer) | Discretionary sale | 4,500 | $170.46 | $767K |
| 2025-12-15 | REILLY PAUL C (Officer) | Discretionary sale | 20.3K | $164.22 | $3.3M |
| 2025-12-15 | REILLY PAUL C (Officer) | Discretionary sale | 53.7K | $163.24 | $8.8M |
| 2025-12-15 | REILLY PAUL C (Officer) | Discretionary sale | 56.8K | $162.69 | $9.2M |
| 2025-05-29 | Allaire Bella Loykhter (Officer) | Discretionary sale | 6,570 | $146.61 | $963K |
| 2025-04-28 | Bunn James E (Officer) | Discretionary sale | 3,650 | $136.49 | $498K |
| 2025-01-31 | Santelli Jonathan N (Officer) | Discretionary sale | 4,160 | $168.25 | $700K |
| 2024-12-13 | Elwyn Tashtego S (Officer) | Discretionary sale | 10K | $159.47 | $1.6M |
| 2024-12-05 | Santelli Jonathan N (Officer) | Discretionary sale | 3,100 | $165.59 | $513K |
| 2024-12-04 | Carter Horace (Officer) | Discretionary sale | 5,000 | $165.03 | $825K |
| 2024-12-04 | Reid Shannon B (Officer) | Discretionary sale | 1,241 | $165.30 | $205K |
| 2024-12-03 | Allaire Bella Loykhter (Officer) | Discretionary sale | 3,451 | $165.62 | $572K |
| 2024-12-03 | Larson Katherine H (Officer) | Discretionary sale | 1,492 | $166.01 | $248K |
| 2024-12-02 | REILLY PAUL C (CEO) | Discretionary sale | 50K | $167.30 | $8.4M |
| 2024-12-02 | Raney Steven M (Officer) | Discretionary sale | 3,709 | $167.39 | $621K |
| 2024-11-29 | Raney Steven M (Officer) | Discretionary sale | 671 | $170.10 | $114K |
| 2024-11-29 | Raney Steven M (Officer) | Discretionary sale | 9,465 | $169.59 | $1.6M |
| 2024-11-29 | Allaire Bella Loykhter (Officer) | Discretionary sale | 1,170 | $169.43 | $198K |
| 2024-08-12 | Elwyn Tashtego S (CEO) | Discretionary sale | 31.3K | $109.64 | $3.4M |
| 2024-07-31 | Allaire Bella Loykhter (Officer) | Discretionary sale | 17.4K | $115.00 | $2M |
| 2024-05-03 | Bunn James E (Officer) | Discretionary sale | 11.1K | $124.44 | $1.4M |
| 2024-04-26 | Raney Steven M (CEO) | Discretionary sale | 4,174 | $121.01 | $505K |
| 2024-02-09 | GARCIA ART A (Director) | Open-market buy | 879 | $112.30 | $99K |
| 2024-01-29 | Santelli Jonathan N (Officer) | Discretionary sale | 918 | $111.84 | $103K |
| 2024-01-29 | Santelli Jonathan N (Officer) | Discretionary sale | 973 | $111.98 | $109K |
| 2023-12-15 | Raney Steven M (CEO) | Discretionary sale | 930 | $110.42 | $103K |
| 2023-12-04 | Catanese George (Officer) | Discretionary sale | 3,866 | $106.75 | $413K |
| 2023-12-01 | Raney Steven M (CEO) | Discretionary sale | 5,531 | $106.84 | $591K |
| 2023-11-29 | REILLY PAUL C (CEO) | Discretionary sale | 50K | $103.99 | $5.2M |
| 2023-11-08 | Dowdle Jeffrey A (COO) | Discretionary sale | 8,044 | $99.41 | $800K |
| 2023-07-31 | Carter Horace (Officer) | Discretionary sale | 3,753 | $109.12 | $410K |
| 2023-06-07 | Dowdle Jeffrey A (COO) | Discretionary sale | 5,281 | $96.36 | $509K |
| 2023-02-06 | Perry Jodi (Officer) | Discretionary sale | 6,343 | $112.30 | $712K |
| 2022-12-15 | Raney Steven M (CEO) | Discretionary sale | 5,577 | $107.58 | $600K |
| 2022-12-14 | REILLY PAUL C (CEO) | Discretionary sale | 24K | $111.27 | $2.7M |
| 2022-12-08 | Catanese George (Officer) | Discretionary sale | 3,489 | $114.02 | $398K |
| 2022-11-15 | JAMES THOMAS A (Officer) | Discretionary sale | 1,350 | $123.80 | $167K |
| 2022-09-08 | Bunn James E (Officer) | Discretionary sale | 4,000 | $106.75 | $427K |
| 2022-05-03 | Bunn James E (Officer) | Discretionary sale | 6,000 | $100.21 | $601K |
| 2022-02-10 | Allaire Bella Loykhter (Officer) | Discretionary sale | 15K | $114.78 | $1.7M |
| 2022-02-07 | Dowdle Jeffrey A (COO) | Discretionary sale | 19K | $112.73 | $2.1M |
| 2021-12-14 | Bunn James E (Officer) | Discretionary sale | 6,447 | $96.15 | $620K |
| 2021-12-02 | Raney Steven M (CEO) | Discretionary sale | 5,000 | $96.12 | $481K |
| 2021-12-01 | Santelli Jonathan N (Officer) | Discretionary sale | 3,400 | $100.05 | $340K |
| 2021-11-11 | Bunn James E (Officer) | Discretionary sale | 15.2K | $100.73 | $1.5M |
| 2021-05-26 | Santelli Jonathan N (Officer) | Discretionary sale | 2,272 | $133.03 | $302K |
| 2021-05-20 | Perry Jodi (Officer) | Discretionary sale | 1,850 | $132.94 | $246K |
| 2021-05-10 | Raney Steven M (CEO) | Discretionary sale | 370 | $136.07 | $50K |
| 2021-05-10 | Raney Steven M (CEO) | Discretionary sale | 1,630 | $135.74 | $221K |
| 2021-03-29 | Allaire Bella Loykhter (Officer) | Discretionary sale | 9,330 | $123.59 | $1.2M |
| 2021-03-11 | Curtis Scott A (Officer) | Discretionary sale | 10K | $118.09 | $1.2M |
| 2021-03-03 | Dowdle Jeffrey A (COO) | Discretionary sale | 750 | $119.10 | $89K |
| 2021-03-03 | Dowdle Jeffrey A (COO) | Discretionary sale | 750 | $119.12 | $89K |
| 2021-03-03 | Dowdle Jeffrey A (COO) | Discretionary sale | 9,596 | $118.72 | $1.1M |
| 2021-03-03 | Perry Jodi (Officer) | Discretionary sale | 1,264 | $119.50 | $151K |
| 2021-02-25 | REILLY PAUL C (CEO) | Discretionary sale | 10K | $120.29 | $1.2M |
| 2021-02-24 | GODBOLD FRANCIS S (Officer) | Discretionary sale | 25K | $121.52 | $3M |
“Since trade” compares with the latest insider-implied price, not a market quote; this site carries no market data by design.
Filing hygiene
How to read this
A Form 4 transaction code decides everything. P is an open-market purchase and S an open-market sale; those two are the only codes where an insider chose to trade. A is a grant, M an option exercise or vesting, F shares withheld to cover tax, G a gift. Most “insiders dumped billions” headlines are code F and M mechanics.
Sales flagged 10b5-1 run on a plan the insider adopted in advance; since 2023 every Form 4 carries that flag. Buys have historically predicted returns, sales mostly have not, and this page states filings, not advice.