Raymond James Financial's top three insider shareholders as of June 18, 2026 are Thomas A James (Chairman Emeritus, 17.61Mn shares), Paul C Reilly (Executive Chair, 260.55K shares), Francis S Godbold (Vice Chairman, 197.00K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Francis S Godbold | Vice Chairman | 0 | 197,000 | 29 Dec, 2021 |
| Thomas A James | Chairman Emeritus | 0 | 17,606,654 | 18 Dec, 2023 |
| Art A Garcia | - | 6,992 | 0 | 23 Feb, 2026 |
| Raymond W Mcdaniel | - | 6,113 | 0 | 23 Feb, 2026 |
| Roderick C Mcgeary | - | 24,354 | 0 | 23 Feb, 2026 |
| Susan N Story | - | 46,221 | 0 | 27 Feb, 2023 |
| Paul C Reilly | Executive Chair | 260,546 | 0 | 15 Dec, 2025 |
| Robert M Dutkowsky | - | 11,149 | 0 | 26 Feb, 2024 |
| Jeffrey N Edwards | - | 9,533 | 22,008 | 26 Feb, 2026 |
| Benjamin Esty | - | 31,794 | 0 | 23 Feb, 2026 |
| Mark W Begor | - | 2,285 | 0 | 23 Feb, 2026 |
| George Catanese | Chief Risk Officer | 11,941 | 0 | 03 Jan, 2024 |
| Steven M Raney | Executive Chair Rjbank | 48,733 | 0 | 17 Dec, 2025 |
| Paul D Allison | Chair, President Ceo Rj Ltd. | 17,110 | 44,925 | 16 Dec, 2021 |
| Gordon L Johnson | - | 44,290 | 0 | 24 Feb, 2025 |
| John C Jr. Carson | President | 93,846 | 0 | 16 Dec, 2021 |
| Bella Loykhter Allaire | Chief Admin Officer | 53,586 | 0 | 20 Mar, 2026 |
| Jeffrey A Dowdle | Coo Head Of Asset Mgmt. | 50,829 | 0 | 03 Jan, 2024 |
| Scott A Curtis | Chief Operating Officer | 192,418 | 0 | 17 Dec, 2025 |
| Tashtego S Elwyn | President, Pcg | 55,114 | 0 | 16 Dec, 2025 |
| Anne Gates | - | 16,848 | 0 | 23 Feb, 2026 |
| Jonathan N Santelli | Evp, General Counsel | 26,853 | 0 | 05 Feb, 2026 |
| James E Bunn | President, Capital Markets | 101,741 | 0 | 17 Dec, 2025 |
| Jodi Perry | President, Icd For Rjfs | 14,256 | 0 | 03 Jan, 2024 |
| Marlene Debel | - | 8,820 | 0 | 23 Feb, 2026 |
| Raj Seshadri | - | 13,782 | 0 | 23 Feb, 2026 |
| Paul M Shoukry | Ceo | 40,379 | 0 | 17 Dec, 2025 |
| Jonathan W Jr Oorlog | Chief Financial Officer | 22,377 | 0 | 02 Dec, 2025 |
| Tarek Helal | Chief Strategy Officer | 25,029 | 0 | 02 Dec, 2025 |
| Horace Carter | President, Fixed Income | 34,603 | 0 | 05 Dec, 2024 |
| James Robert Edward Coulter | Director Ceo, Rj Ltd. | 18,463 | 0 | 11 Dec, 2024 |
| Christopher S Aisenbrey | Chief Human Resources Officer | 17,490 | 0 | 03 Mar, 2026 |
| Shannon B Reid | President, Icd | 7,079 | 0 | 06 Dec, 2024 |
| Cecily Mistarz | - | 4,242 | 0 | 23 Feb, 2026 |
| Katherine H Larson | Chief Accounting Officer | 1,975 | 0 | 02 Dec, 2025 |
| Vincent Campagnoli | Evp, Technology Operations | 32,685 | 0 | 12 Dec, 2025 |
| Morgan Tarazeta J Haynes | Chief Audit Executive | 5,028 | 0 | 17 Dec, 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 |
|---|---|---|---|---|---|---|---|---|
| 19 Mar, 2026 | Bella Loykhter Allaire | Common Stock | D | 29,551 | $142.34 | 53,586 | D | S |
| 28 Feb, 2026 | Christopher S Aisenbrey | Common Stock | A | 600 | $0.00 | 17,622 | D | M |
| 28 Feb, 2026 | Christopher S Aisenbrey | Common Stock | D | 132 | $153.08 | 17,490 | D | F |
| 28 Feb, 2026 | Christopher S Aisenbrey | Restricted Stock Units | D | 600 | $0.00 | 600 | D | M |
| 24 Feb, 2026 | Jeffrey N Edwards | Common Stock | D | 1,504 | $0.00 | 9,533 | D | G |
| 24 Feb, 2026 | Jeffrey N Edwards | Common Stock | A | 1,504 | $0.00 | 22,008 | I | G |
| 19 Feb, 2026 | Jeffrey N Edwards | Common Stock | A | 1,253 | $0.00 | 11,037 | D | M |
| 19 Feb, 2026 | Roderick C Mcgeary | Common Stock | A | 1,303 | $0.00 | 24,354 | D | A |
| 19 Feb, 2026 | Marlene Debel | Common Stock | A | 1,253 | $0.00 | 8,820 | D | M |
| 19 Feb, 2026 | Raymond W Mcdaniel | Common Stock | A | 1,303 | $0.00 | 6,113 | D | A |
| 19 Feb, 2026 | Art A Garcia | Common Stock | A | 1,303 | $0.00 | 6,992 | D | A |
| 19 Feb, 2026 | Benjamin Esty | Common Stock | A | 1,303 | $0.00 | 31,794 | D | A |
| 19 Feb, 2026 | Raj Seshadri | Common Stock | A | 1,303 | $0.00 | 13,782 | D | A |
| 19 Feb, 2026 | Cecily Mistarz | Common Stock | A | 1,303 | $0.00 | 2,489 | D | A |
| 19 Feb, 2026 | Raj Seshadri | Common Stock | A | 1,303 | $0.00 | 13,782 | D | A |
| 19 Feb, 2026 | Anne Gates | Common Stock | A | 1,303 | $0.00 | 16,848 | D | A |
| 19 Feb, 2026 | Mark W Begor | Common Stock | A | 1,303 | $0.00 | 2,285 | D | A |
| 19 Feb, 2026 | Cecily Mistarz | Common Stock | A | 1,253 | $0.00 | 3,742 | D | M |
| 19 Feb, 2026 | Marlene Debel | Restricted Stock Units | A | 1,303 | $0.00 | 2,556 | D | A |
| 19 Feb, 2026 | Marlene Debel | Restricted Stock Units | D | 1,253 | $0.00 | 1,303 | D | M |