Raymond James Financial insider trading
Every open-market purchase and sale by Raymond James Financial's officers, directors and largest shareholders since November 4, 2021, and what the share price did next.
| Date | Insider | Trade | Shares | Price | Value | 1M after | 3M after | 6M after |
|---|
Does following Raymond James Financial’s insiders pay?
From January 27, 2010 to August 31, 2026, 30 insiders reported 18 open-market purchases and 206 sales not made under a pre-set plan in Raymond James Financial. Twelve months after each purchase was reported, the shares were +20.7% against the S&P 500 on average (median +10.9%), over 18 purchases with a full year of prices; 89% beat the index. After sales, the shares moved +2.0% against the index over 12 months (a negative figure means selling was the right call). That rests on fewer than 20 purchases, too few to read much into. Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on March 5, 2010 into $159,420 by November 2, 2026, +18.1% a year. It held shares 42% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $57,976 (+11.2% a year), and held throughout $88,942 (+14.0%).
| Insider | Role | Purchases | 12 months after their purchases | Beat the S&P 500 | Sales | 12 months after their sales | Latest report |
|---|---|---|---|---|---|---|---|
| Raney Steven M | Executive Chair RJBank | 1 | +21.7% (1) | 100% | 16 | +2.1% (15) | July 28, 2026 |
| James Thomas A | Chairman Emeritus | 0 | — | — | 16 | +8.3% (16) | November 17, 2022 |
| Catanese George | Chief Risk Officer | 0 | — | — | 15 | +0.8% (15) | December 5, 2023 |
| Dowdle Jeffrey A | COO & Head of Asset Mgmt. | 2 | +4.7% (2) | 100% | 13 | +3.5% (13) | November 13, 2023 |
| Allison Paul D | Chair, President & CEO RJ Ltd. | 0 | — | — | 14 | +4.7% (14) | February 23, 2021 |
| Reilly Paul C | Executive Chair | 0 | — | — | 13 | +1.0% (12) | December 15, 2025 |
| Santelli Jonathan N | EVP, General Counsel | 0 | — | — | 13 | +5.4% (12) | February 5, 2026 |
| Zank Dennis W | Chief Operating Officer | 0 | — | — | 13 | −0.4% (13) | March 13, 2018 |
| Elwyn Tashtego S | President, PCG | 1 | −2.4% (1) | 0% | 11 | −0.7% (10) | July 29, 2026 |
| Allaire Bella Loykhter | Chief Admin Officer | 0 | — | — | 11 | +12.4% (9) | August 31, 2026 |
| Ackart Jennifer C | SVP, Controller & CAO | 0 | — | — | 9 | −6.0% (9) | December 16, 2019 |
| Bunn James E | President, Capital Markets | 0 | — | — | 9 | −1.1% (9) | April 29, 2025 |
| Godbold Francis S | Vice Chairman | 7 | +33.7% (7) | 100% | 2 | +6.9% (2) | February 26, 2021 |
| Julien Jeffrey P | Executive VP - Fin | 0 | — | — | 9 | −3.6% (9) | June 8, 2020 |
| Trocin Jeffrey E | Vice Chairman | 0 | — | — | 9 | −7.1% (9) | November 7, 2019 |
| Habermeyer H William Jr | Director | 0 | — | — | 7 | +5.4% (7) | November 26, 2014 |
| Riess Richard K | Executive Vice President | 0 | — | — | 6 | +0.4% (6) | February 17, 2011 |
| Carson John C JR. | President | 0 | — | — | 5 | +14.7% (5) | June 8, 2020 |
| Perry Jodi | President, ICD for RJFS | 0 | — | — | 4 | +11.0% (4) | February 8, 2023 |
| Averitt Richard G | CEO - RJFS | 3 | +9.3% (3) | 67% | 0 | — | September 7, 2011 |
| Biever Angela | Chief Administrative Officer | 2 | +4.0% (2) | 100% | 1 | −13.2% (1) | December 6, 2011 |
| Carter Horace | President, Fixed Income | 0 | — | — | 2 | −14.7% (2) | December 5, 2024 |
| Curtis Scott A | President, PCG | 0 | — | — | 2 | +3.8% (2) | March 15, 2021 |
| Helck Chester B | Executive Vice President | 0 | — | — | 2 | −1.9% (2) | November 26, 2013 |
| Broader Shelley G | Director | 0 | — | — | 1 | +1.7% (1) | December 14, 2012 |
| Esty Benjamin | Director | 1 | +56.8% (1) | 100% | 0 | — | February 8, 2016 |
| Garcia Art A | Director | 1 | +15.6% (1) | 100% | 0 | — | February 13, 2024 |
| Larson Katherine H | Chief Accounting Officer | 0 | — | — | 1 | −13.5% (1) | December 3, 2024 |
| Reid Shannon B | President, ICD | 0 | — | — | 1 | −12.6% (1) | December 6, 2024 |
| Shields Kenneth A | Director | 0 | — | — | 1 | −5.9% (1) | December 10, 2010 |
When several insiders traded Raymond James Financial
Months when 2 or more insiders became net buyers, or 3 or more net sellers, of Raymond James Financial in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After the 2 buying crowds with six months of prices, it averaged +14.8% against the index. After 15 selling crowds, +0.3%. One company's history is too short to judge by; the test across every company is the better guide.
| Month | Crowd | 3 months on, vs S&P 500 | 6 months | 12 months |
|---|---|---|---|---|
| September 30, 2026 | 3 selling | not yet | not yet | not yet |
| December 31, 2024 | 8 selling | −7.4% | −4.3% | −9.2% |
| December 29, 2023 | 4 selling | +6.3% | −6.0% | +15.9% |
| December 30, 2022 | 4 selling | −21.3% | −19.4% | −20.3% |
| December 31, 2021 | 3 selling | +13.6% | +10.2% | +26.1% |
| November 30, 2020 | 5 selling | +25.2% | +29.4% | +36.6% |
| June 30, 2020 | 3 selling | −3.2% | +15.8% | +50.8% |
| September 30, 2019 | 3 selling | +0.5% | −10.4% | −25.1% |
| May 31, 2019 | 6 selling | −11.6% | −5.2% | −25.5% |
| November 30, 2017 | 4 selling | +3.1% | +7.6% | −14.5% |
| July 29, 2016 | 3 selling | +14.6% | +32.6% | +37.4% |
| March 31, 2016 | 2 buying | +1.2% | +15.0% | +44.7% |