According to recent filings covering the 90 days ending February 19, 2026, the three most significant insider holders at Raymond James Financial are Chairman Emeritus Thomas A James (17.61Mn shares), Executive Chair Paul C Reilly (260.55K shares), Vice Chairman Francis S Godbold (197.00K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Thomas A James | Chairman Emeritus | 17,606,654 | 18 Dec, 2023 |
| Paul C Reilly | Executive Chair | 260,546 | 15 Dec, 2025 |
| Francis S Godbold | Vice Chairman | 197,000 | 29 Dec, 2021 |
| Scott A Curtis | Chief Operating Officer | 192,418 | 17 Dec, 2025 |
| James E Bunn | President And Capital Markets | 101,741 | 17 Dec, 2025 |
| John C Jr. Carson | President | 93,846 | 16 Dec, 2021 |
| Bella Loykhter Allaire | Chief Admin Officer | 83,137 | 17 Dec, 2025 |
| Paul D Allison | Chair And President & Ceo Rj Ltd. | 62,035 | 16 Dec, 2021 |
| Tashtego S Elwyn | President And Pcg | 55,114 | 16 Dec, 2025 |
| Jeffrey A Dowdle | Coo & Head Of Asset Mgmt. | 50,829 | 03 Jan, 2024 |
| Steven M Raney | Executive Chair Rjbank | 48,733 | 17 Dec, 2025 |
| Susan N Story | 46,221 | 27 Feb, 2023 | |
| Gordon L Johnson | 44,290 | 24 Feb, 2025 | |
| Paul M Shoukry | Ceo | 40,379 | 17 Dec, 2025 |
| Horace Carter | President And Fixed Income | 34,603 | 05 Dec, 2024 |
| Vincent Campagnoli | Evp And Technology & Operations | 32,685 | 12 Dec, 2025 |
| Benjamin Esty | 30,491 | 24 Feb, 2025 | |
| Jeffrey N Edwards | 30,288 | 03 Feb, 2026 | |
| Jonathan N Santelli | Evp And General Counsel | 26,853 | 05 Feb, 2026 |
| Tarek Helal | Chief Strategy Officer | 25,110 | 02 Dec, 2025 |
| Roderick C Mcgeary | 23,051 | 24 Feb, 2025 | |
| Jonathan W Jr Oorlog | Chief Financial Officer | 22,377 | 02 Dec, 2025 |
| James Robert Edward Coulter | Director & Ceo And Rj Ltd. | 18,463 | 11 Dec, 2024 |
| Christopher S Aisenbrey | Chief Human Resources Officer | 17,022 | 17 Dec, 2025 |
| Anne Gates | 15,545 | 24 Feb, 2025 | |
| Jodi Perry | President And Icd For Rjfs | 14,256 | 03 Jan, 2024 |
| Raj Seshadri | 12,479 | 24 Feb, 2025 | |
| George Catanese | Chief Risk Officer | 11,941 | 03 Jan, 2024 |
| Robert M Dutkowsky | 11,149 | 26 Feb, 2024 | |
| Marlene Debel | 7,567 | 24 Feb, 2025 | |
| Shannon B Reid | President And Icd | 7,079 | 06 Dec, 2024 |
| Art A Garcia | 5,689 | 24 Feb, 2025 | |
| Morgan Tarazeta J Haynes | Chief Audit Executive | 5,028 | 17 Dec, 2025 |
| Raymond W Mcdaniel | 4,810 | 24 Feb, 2025 | |
| Katherine H Larson | Chief Accounting Officer | 1,975 | 02 Dec, 2025 |
| Cecily Mistarz | 1,186 | 20 May, 2025 | |
| Mark W Begor | 982 | 23 May, 2025 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 04 Feb, 2026 | Jonathan N Santelli | Common Stock | D | 4,500 | $170.46 | 26,853 | D | S |
| 30 Jan, 2026 | Jeffrey N Edwards | Common Stock | D | 20,505 | $0.00 | 9,784 | D | G |
| 30 Jan, 2026 | Jeffrey N Edwards | Common Stock | A | 20,505 | $0.00 | 20,505 | I | G |
| 30 Dec, 2025 | Tarek Helal | Common Stock | D | 80 | $0.00 | 81 | I | G |
| 30 Dec, 2025 | Tarek Helal | - | - | 81 | I | |||
| 30 Dec, 2025 | Tarek Helal | - | - | 81 | I | |||
| 30 Dec, 2025 | Tarek Helal | - | - | 0 | I | |||
| 30 Dec, 2025 | Tarek Helal | Common Stock | A | 81 | $0.00 | 81 | I | G |
| 30 Dec, 2025 | Tarek Helal | Common Stock | D | 81 | $0.00 | 0 | I | G |
| 15 Dec, 2025 | Paul C Reilly | Common Stock | A | 30,853 | $0.00 | 511,379 | D | M |
| 15 Dec, 2025 | Paul C Reilly | Common Stock | D | 20,270 | $164.22 | 483,960 | D | S |
| 15 Dec, 2025 | Paul C Reilly | Common Stock | D | 11,570 | $163.85 | 504,230 | D | F |
| 15 Dec, 2025 | Paul C Reilly | - | - | 260,546 | D | |||
| 15 Dec, 2025 | Paul C Reilly | Common Stock | D | 2,652 | $163.85 | 515,800 | D | F |
| 15 Dec, 2025 | Paul C Reilly | Common Stock | D | 39,616 | $163.85 | 370,963 | D | F |
| 15 Dec, 2025 | Paul C Reilly | Common Stock | D | 22,466 | $163.85 | 441,095 | D | F |
| 15 Dec, 2025 | Paul C Reilly | - | - | 317,303 | D | |||
| 15 Dec, 2025 | Paul C Reilly | Common Stock | D | 30,516 | $0.00 | 410,579 | D | G |
| 15 Dec, 2025 | Paul C Reilly | Common Stock | A | 54,406 | $0.00 | 480,526 | D | M |
| 15 Dec, 2025 | Paul C Reilly | - | - | 410,579 | D |