Raymond James Financial insider activity
What the executives and directors of Raymond James Financial actually did with their own shares, decoded from their SEC Form 4 filings. Each figure says the stretch of time it covers.
–
net open-market flow, 12 m
0 open-market buys, 12 m
–
of sale value on 10b5-1 plans, 12 m
955 days since an insider bought, whole record
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.
The chart, in numbers
| Flow | Shares |
|---|---|
| Granted | 217K |
| Vested / exercised | 277K |
| Withheld for tax | 179K |
| Discretionary sales | 188K |
| Gifts | 95K |
| Kept | 33K |
Skin in the game
Directly held shares as reported after each trade, indexed to 100 at the start of the window, up to 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.
The chart, in numbers
| Insider | Start of the window | Latest reported | Indexed, start = 100 |
|---|---|---|---|
| Curtis Scott A | 99K | 191K | 194 |
| Helal Tarek | 25K | 25K | 101.8 |
Who holds what
the 14 largest holdings of 33| Insider | Role | Shares held | Buys 12 m | Sales 12 m | 12 m | Last trade |
|---|---|---|---|---|---|---|
| JAMES THOMAS A Executive Chairman Last trade Nov 15, 2022 | Officer | 31M | – | – | – | Nov 15, 2022 |
| REILLY PAUL C Executive Chair Last trade Dec 15, 2025 | Officer | 481K | – | – | – | Dec 15, 2025 |
| Curtis Scott A Chief Operating Officer Last trade Mar 11, 2021 | COO | 191K | – | – | – | Mar 11, 2021 |
| Bunn James E President, Capital Markets Last trade Apr 28, 2025 | Officer | 106K | – | – | – | Apr 28, 2025 |
| Dowdle Jeffrey A COO & Head of Asset Mgmt. Last trade Nov 8, 2023 | COO | 52K | – | – | – | Nov 8, 2023 |
| Shoukry Paul M CEO | CEO | 49K | – | – | – | – |
| Helal Tarek Chief Strategy Officer | Officer | 49K | – | – | – | – |
| Allaire Bella Loykhter Chief Admin Officer Last trade Aug 28, 2026 | Officer | 46K | – | – | – | Aug 28, 2026 |
| Elwyn Tashtego S President, PCG Last trade Jul 28, 2026 | Officer | 45K | – | – | – | Jul 28, 2026 |
| Raney Steven M Executive Chair RJBank Last trade Jul 27, 2026 | Officer | 43K | – | – | – | Jul 27, 2026 |
| Johnson Gordon L Last trade Aug 31, 2011 | Director | 42K | – | – | – | Aug 31, 2011 |
| Carter Horace President, Fixed Income Last trade Dec 4, 2024 | Officer | 35K | – | – | – | Dec 4, 2024 |
| Campagnoli Vincent EVP, Technology & Operations | Officer | 33K | – | – | – | – |
| Esty Benjamin Last trade Feb 8, 2016 | Director | 32K | – | – | – | Feb 8, 2016 |
Open-market trade log
the 60 most recent of 431| Date | Insider | Type | Shares | Price | Value | Since trade | Filed |
|---|---|---|---|---|---|---|---|
| Aug 28, 2026 | Allaire Bella Loykhter (Officer) 7,500 shares filed Aug 31, 2026 | Discretionary sale | 7,500 | – | – | – | Aug 31, 2026 |
| Jul 28, 2026 | Elwyn Tashtego S (Officer) 10K shares filed Jul 29, 2026 | Discretionary sale | 10K | – | – | – | Jul 29, 2026 |
| Jul 27, 2026 | Raney Steven M (Officer) 5,770 shares filed Jul 28, 2026 | Discretionary sale | 5,770 | – | – | – | Jul 28, 2026 |
| Mar 19, 2026 | Allaire Bella Loykhter (Officer) 30K shares filed Mar 20, 2026 | Discretionary sale | 30K | – | – | – | Mar 20, 2026 |
| Feb 4, 2026 | Santelli Jonathan N (Officer) 4,500 shares filed Feb 5, 2026 | Discretionary sale | 4,500 | – | – | – | Feb 5, 2026 |
| Dec 15, 2025 | REILLY PAUL C (Officer) 20K shares filed Dec 15, 2025 | Discretionary sale | 20K | – | – | – | Dec 15, 2025 |
| Dec 15, 2025 | REILLY PAUL C (Officer) 54K shares filed Dec 15, 2025 | Discretionary sale | 54K | – | – | – | Dec 15, 2025 |
| Dec 15, 2025 | REILLY PAUL C (Officer) 57K shares filed Dec 15, 2025 | Discretionary sale | 57K | – | – | – | Dec 15, 2025 |
| May 29, 2025 | Allaire Bella Loykhter (Officer) 6,570 shares filed May 30, 2025 | Discretionary sale | 6,570 | – | – | – | May 30, 2025 |
| Apr 28, 2025 | Bunn James E (Officer) 3,650 shares filed Apr 29, 2025 | Discretionary sale | 3,650 | – | – | – | Apr 29, 2025 |
| Jan 31, 2025 | Santelli Jonathan N (Officer) 4,160 shares filed Feb 3, 2025 | Discretionary sale | 4,160 | – | – | – | Feb 3, 2025 |
| Dec 13, 2024 | Elwyn Tashtego S (Officer) 10K shares filed Dec 16, 2024 | Discretionary sale | 10K | – | – | – | Dec 16, 2024 |
| Dec 5, 2024 | Santelli Jonathan N (Officer) 3,100 shares filed Dec 6, 2024 | Discretionary sale | 3,100 | – | – | – | Dec 6, 2024 |
| Dec 4, 2024 | Carter Horace (Officer) 5,000 shares filed Dec 5, 2024 | Discretionary sale | 5,000 | – | – | – | Dec 5, 2024 |
| Dec 4, 2024 | Reid Shannon B (Officer) 1,241 shares filed Dec 6, 2024 | Discretionary sale | 1,241 | – | – | – | Dec 6, 2024 |
| Dec 3, 2024 | Allaire Bella Loykhter (Officer) 3,451 shares filed Dec 3, 2024 | Discretionary sale | 3,451 | – | – | – | Dec 3, 2024 |
| Dec 3, 2024 | Larson Katherine H (Officer) 1,492 shares filed Dec 3, 2024 | Discretionary sale | 1,492 | – | – | – | Dec 3, 2024 |
| Dec 2, 2024 | REILLY PAUL C (CEO) 50K shares filed Dec 3, 2024 | Discretionary sale | 50K | – | – | – | Dec 3, 2024 |
| Dec 2, 2024 | Raney Steven M (Officer) 3,709 shares filed Dec 3, 2024 | Discretionary sale | 3,709 | – | – | – | Dec 3, 2024 |
| Nov 29, 2024 | Raney Steven M (Officer) 671 shares filed Dec 3, 2024 | Discretionary sale | 671 | – | – | – | Dec 3, 2024 |
| Nov 29, 2024 | Raney Steven M (Officer) 9,465 shares filed Dec 3, 2024 | Discretionary sale | 9,465 | – | – | – | Dec 3, 2024 |
| Nov 29, 2024 | Allaire Bella Loykhter (Officer) 1,170 shares filed Dec 3, 2024 | Discretionary sale | 1,170 | – | – | – | Dec 3, 2024 |
| Aug 12, 2024 | Elwyn Tashtego S (CEO) 31K shares filed Aug 13, 2024 | Discretionary sale | 31K | – | – | – | Aug 13, 2024 |
| Jul 31, 2024 | Allaire Bella Loykhter (Officer) 17K shares filed Aug 2, 2024 | Discretionary sale | 17K | – | – | – | Aug 2, 2024 |
| May 3, 2024 | Bunn James E (Officer) 11K shares filed May 6, 2024 | Discretionary sale | 11K | – | – | – | May 6, 2024 |
| Apr 26, 2024 | Raney Steven M (CEO) 4,174 shares filed Apr 29, 2024 | Discretionary sale | 4,174 | – | – | – | Apr 29, 2024 |
| Feb 9, 2024 | GARCIA ART A (Director) 879 shares filed Feb 13, 2024 | Open-market buy | 879 | – | – | – | Feb 13, 2024 |
| Jan 29, 2024 | Santelli Jonathan N (Officer) 918 shares filed Jan 31, 2024 | Discretionary sale | 918 | – | – | – | Jan 31, 2024 |
| Jan 29, 2024 | Santelli Jonathan N (Officer) 973 shares filed Jan 31, 2024 | Discretionary sale | 973 | – | – | – | Jan 31, 2024 |
| Dec 15, 2023 | Raney Steven M (CEO) 930 shares filed Dec 18, 2023 | Discretionary sale | 930 | – | – | – | Dec 18, 2023 |
| Dec 4, 2023 | Catanese George (Officer) 3,866 shares filed Dec 5, 2023 | Discretionary sale | 3,866 | – | – | – | Dec 5, 2023 |
| Dec 1, 2023 | Raney Steven M (CEO) 5,531 shares filed Dec 1, 2023 | Discretionary sale | 5,531 | – | – | – | Dec 1, 2023 |
| Nov 29, 2023 | REILLY PAUL C (CEO) 50K shares filed Dec 1, 2023 | Discretionary sale | 50K | – | – | – | Dec 1, 2023 |
| Nov 8, 2023 | Dowdle Jeffrey A (COO) 8,044 shares filed Nov 13, 2023 | Discretionary sale | 8,044 | – | – | – | Nov 13, 2023 |
| Jul 31, 2023 | Carter Horace (Officer) 3,753 shares filed Aug 2, 2023 | Discretionary sale | 3,753 | – | – | – | Aug 2, 2023 |
| Jun 7, 2023 | Dowdle Jeffrey A (COO) 5,281 shares filed Jun 8, 2023 | Discretionary sale | 5,281 | – | – | – | Jun 8, 2023 |
| Feb 6, 2023 | Perry Jodi (Officer) 6,343 shares filed Feb 8, 2023 | Discretionary sale | 6,343 | – | – | – | Feb 8, 2023 |
| Dec 15, 2022 | Raney Steven M (CEO) 5,577 shares filed Dec 19, 2022 | Discretionary sale | 5,577 | – | – | – | Dec 19, 2022 |
| Dec 14, 2022 | REILLY PAUL C (CEO) 24K shares filed Dec 15, 2022 | Discretionary sale | 24K | – | – | – | Dec 15, 2022 |
| Dec 8, 2022 | Catanese George (Officer) 3,489 shares filed Dec 9, 2022 | Discretionary sale | 3,489 | – | – | – | Dec 9, 2022 |
| Nov 15, 2022 | JAMES THOMAS A (Officer) 1,350 shares filed Nov 17, 2022 | Discretionary sale | 1,350 | – | – | – | Nov 17, 2022 |
| Sep 8, 2022 | Bunn James E (Officer) 4,000 shares filed Sep 12, 2022 | Discretionary sale | 4,000 | – | – | – | Sep 12, 2022 |
| May 3, 2022 | Bunn James E (Officer) 6,000 shares filed May 4, 2022 | Discretionary sale | 6,000 | – | – | – | May 4, 2022 |
| Feb 10, 2022 | Allaire Bella Loykhter (Officer) 15K shares filed Feb 14, 2022 | Discretionary sale | 15K | – | – | – | Feb 14, 2022 |
| Feb 7, 2022 | Dowdle Jeffrey A (COO) 19K shares filed Feb 9, 2022 | Discretionary sale | 19K | – | – | – | Feb 9, 2022 |
| Dec 14, 2021 | Bunn James E (Officer) 6,447 shares filed Dec 16, 2021 | Discretionary sale | 6,447 | – | – | – | Dec 16, 2021 |
| Dec 2, 2021 | Raney Steven M (CEO) 5,000 shares filed Dec 6, 2021 | Discretionary sale | 5,000 | – | – | – | Dec 6, 2021 |
| Dec 1, 2021 | Santelli Jonathan N (Officer) 3,400 shares filed Dec 2, 2021 | Discretionary sale | 3,400 | – | – | – | Dec 2, 2021 |
| Nov 11, 2021 | Bunn James E (Officer) 15K shares filed Nov 15, 2021 | Discretionary sale | 15K | – | – | – | Nov 15, 2021 |
| May 26, 2021 | Santelli Jonathan N (Officer) 2,272 shares filed May 27, 2021 | Discretionary sale | 2,272 | – | – | – | May 27, 2021 |
| May 20, 2021 | Perry Jodi (Officer) 1,850 shares filed May 21, 2021 | Discretionary sale | 1,850 | – | – | – | May 21, 2021 |
| May 10, 2021 | Raney Steven M (CEO) 370 shares filed May 11, 2021 | Discretionary sale | 370 | – | – | – | May 11, 2021 |
| May 10, 2021 | Raney Steven M (CEO) 1,630 shares filed May 11, 2021 | Discretionary sale | 1,630 | – | – | – | May 11, 2021 |
| Mar 29, 2021 | Allaire Bella Loykhter (Officer) 9,330 shares filed Apr 9, 2021 late | Discretionary sale | 9,330 | – | – | – | Apr 9, 2021 late |
| Mar 11, 2021 | Curtis Scott A (Officer) 10K shares filed Mar 15, 2021 | Discretionary sale | 10K | – | – | – | Mar 15, 2021 |
| Mar 3, 2021 | Dowdle Jeffrey A (COO) 750 shares filed Mar 5, 2021 | Discretionary sale | 750 | – | – | – | Mar 5, 2021 |
| Mar 3, 2021 | Dowdle Jeffrey A (COO) 750 shares filed Mar 5, 2021 | Discretionary sale | 750 | – | – | – | Mar 5, 2021 |
| Mar 3, 2021 | Dowdle Jeffrey A (COO) 9,596 shares filed Mar 5, 2021 | Discretionary sale | 9,596 | – | – | – | Mar 5, 2021 |
| Mar 3, 2021 | Perry Jodi (Officer) 1,264 shares filed Mar 4, 2021 | Discretionary sale | 1,264 | – | – | – | Mar 4, 2021 |
| Feb 25, 2021 | REILLY PAUL C (CEO) 10K shares filed Feb 26, 2021 | Discretionary sale | 10K | – | – | – | Feb 26, 2021 |
“Since trade” compares with the latest insider-implied price, not a market quote: these pages are built from filings alone. A role here is the one on that day's Form 4, so somebody promoted since appears under both titles.
Filing hygiene
249 Forms 4, 3 years
16 filed late
1 amendments
10.5 avg. days to file
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.