As of March 23, 2026, the three largest insider holders of RJF 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 |
|---|---|---|---|---|
| Thomas A James | Chairman Emeritus | 0 | 17,606,654 | 18 Dec, 2023 |
| Paul C Reilly | Executive Chair | 260,546 | 0 | 15 Dec, 2025 |
| Francis S Godbold | Vice Chairman | 0 | 197,000 | 29 Dec, 2021 |
| Scott A Curtis | Chief Operating Officer | 192,418 | 0 | 17 Dec, 2025 |
| James E Bunn | President, Capital Markets | 101,741 | 0 | 17 Dec, 2025 |
| John C Jr. Carson | President | 93,846 | 0 | 16 Dec, 2021 |
| Bella Loykhter Allaire | Chief Admin Officer | 83,137 | 0 | 17 Dec, 2025 |
| Paul D Allison | Chair, President Ceo Rj Ltd. | 17,110 | 44,925 | 16 Dec, 2021 |
| Tashtego S Elwyn | President, Pcg | 55,114 | 0 | 16 Dec, 2025 |
| 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 |
| Steven M Raney | Executive Chair Rjbank | 48,733 | 0 | 17 Dec, 2025 |
| Susan N Story | 46,221 | 0 | 27 Feb, 2023 | |
| Gordon L Johnson | 44,290 | 0 | 24 Feb, 2025 | |
| Paul M Shoukry | Ceo | 40,379 | 0 | 17 Dec, 2025 |
| Horace Carter | President, Fixed Income | 34,603 | 0 | 05 Dec, 2024 |
| Vincent Campagnoli | Evp, Technology Operations | 32,685 | 0 | 12 Dec, 2025 |
| Benjamin Esty | 31,794 | 0 | 23 Feb, 2026 | |
| Jeffrey N Edwards | 9,533 | 22,008 | 26 Feb, 2026 | |
| Jonathan N Santelli | Evp, General Counsel | 26,853 | 0 | 05 Feb, 2026 |
| Tarek Helal | Chief Strategy Officer | 25,029 | 0 | 02 Dec, 2025 |
| Roderick C Mcgeary | 24,354 | 0 | 23 Feb, 2026 | |
| Jonathan W Jr Oorlog | Chief Financial Officer | 22,377 | 0 | 02 Dec, 2025 |
| 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 |
| Anne Gates | 16,848 | 0 | 23 Feb, 2026 | |
| Jodi Perry | President, Icd For Rjfs | 14,256 | 0 | 03 Jan, 2024 |
| Raj Seshadri | 13,782 | 0 | 23 Feb, 2026 | |
| George Catanese | Chief Risk Officer | 11,941 | 0 | 03 Jan, 2024 |
| Robert M Dutkowsky | 11,149 | 0 | 26 Feb, 2024 | |
| Marlene Debel | 8,820 | 0 | 23 Feb, 2026 | |
| Shannon B Reid | President, Icd | 7,079 | 0 | 06 Dec, 2024 |
| Art A Garcia | 6,992 | 0 | 23 Feb, 2026 | |
| Raymond W Mcdaniel | 6,113 | 0 | 23 Feb, 2026 | |
| Morgan Tarazeta J Haynes | Chief Audit Executive | 5,028 | 0 | 17 Dec, 2025 |
| Cecily Mistarz | 4,242 | 0 | 23 Feb, 2026 | |
| Mark W Begor | 2,285 | 0 | 23 Feb, 2026 | |
| Katherine H Larson | Chief Accounting Officer | 1,975 | 0 | 02 Dec, 2025 |
| Tarek Helal | Chief Strategy Officer | 0 | 81 | 02 Jan, 2026 |
* 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 | Marlene Debel | Common Stock | A | 1,253 | $0.00 | 8,820 | D | M |
| 19 Feb, 2026 | Art A Garcia | Common Stock | A | 1,303 | $0.00 | 6,992 | D | A |
| 19 Feb, 2026 | Raj Seshadri | Common Stock | A | 1,303 | $0.00 | 13,782 | D | A |
| 19 Feb, 2026 | Jeffrey N Edwards | Common Stock | A | 1,253 | $0.00 | 11,037 | D | M |
| 19 Feb, 2026 | Raymond W Mcdaniel | Common Stock | A | 1,303 | $0.00 | 6,113 | D | A |
| 19 Feb, 2026 | Cecily Mistarz | Common Stock | A | 1,303 | $0.00 | 2,489 | D | A |
| 19 Feb, 2026 | Roderick C Mcgeary | Common Stock | A | 1,303 | $0.00 | 24,354 | D | A |
| 19 Feb, 2026 | Mark W Begor | Common Stock | A | 1,303 | $0.00 | 2,285 | D | A |
| 19 Feb, 2026 | Anne Gates | Common Stock | A | 1,303 | $0.00 | 16,848 | D | A |
| 19 Feb, 2026 | Benjamin Esty | Common Stock | A | 1,303 | $0.00 | 31,794 | D | A |
| 19 Feb, 2026 | Marlene Debel | Restricted Stock Units | A | 1,303 | $0.00 | 2,556 | D | A |
| 19 Feb, 2026 | Cecily Mistarz | Common Stock | A | 1,253 | $0.00 | 3,742 | D | M |
| 19 Feb, 2026 | Jeffrey N Edwards | 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 |