Last filing: Aug 27, 2026.
Pattern
What the filings show, past 12 months. Nothing here rates or predicts.
- Sold in 0 of the 13 calendar months from Oct 2025 to Oct 2026.
- No sale on record before this period.
Roles from filings
Every company we track where this person has filed, newest filing first.
| Company | Title | First filing | Latest filing |
|---|---|---|---|
| Raymond James Financial (RJF) | Chief Strategy Officer | Feb 26, 2025 | Aug 27, 2026 |
Recent filings
The last 4 days with transactions, newest first, one line per trade date. Each number links to an SEC filing.
- Aug 20, 2026, Raymond James Financial: 46,794 shares given away. 1 filing: 1
- Dec 30, 2025, Raymond James Financial: 80 shares given away; 162 shares moved between their own holdings (some held indirectly). 1 filing: 1
- Dec 2, 2025, Raymond James Financial: 442 shares vested; 107 shares withheld by the company for taxes. 1 filing: 1
- Nov 30, 2025, Raymond James Financial: 3,065 shares vested; 746 shares withheld by the company for taxes. 1 filing: 1
This page shows only what this person reported on SEC ownership filings. See the methodology. Spotted something wrong? Report an error.