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Raymond James Financial, Inc. (RJF)

USD166.98 -1.14 (-0.68%)
US NYSE S&P 500 Financial Services Financial - Capital Markets
Address 880 Carillon Parkway 33716
Saint Petersburg, FL, US
CEO Paul Marone Shoukry
IPO 1983-07-01
CIK 720005 ISIN US7547301090

Explore sections of this company profile

Also trades on London Stock Exchange · 0KU1.L (USD) New York Stock Exchange · RJF (USD) New York Stock Exchange · RJF-PA (USD) New York Stock Exchange · RJF-PB (USD)
Description

Raymond James Financial, Inc. operates as a comprehensive financial services firm, extending a wide array of services to individuals, businesses, and governmental entities throughout the United States, Canada, and Europe. Its diverse operations are categorized into several key segments: Private Client Group, Capital Markets, Asset Management, Banking, and an "Other" category. The Private Client Group division equips clients with various investment solutions, personalized portfolio management, a selection of insurance and annuity products, and mutual funds. This segment also provides essential backing to third-party product partners, covering aspects like sales and marketing support, distribution, accounting, and general administrative assistance. Additionally, it facilitates margin loans and offers securities borrowing and lending services. Within the Capital Markets segment, the company engages in investment banking activities, which include orchestrating equity and debt offerings, along with offering expert advisory services for mergers and acquisitions. It further provides robust brokerage services for both fixed income and equity securities. The Asset Management segment specializes in delivering sophisticated asset and portfolio management services, complemented by administrative support functions such as detailed record-keeping, for both individual (retail) and institutional clients. Raymond James Bank maintains a portfolio of insured deposit accounts and a diverse range of lending products. These include commercial and industrial loans, financing for commercial real estate (CRE) and CRE construction, tax-exempt loans, residential mortgages, and securities-based loans. The bank also plays a role in loan syndication. Finally, the Other segment encompasses the firm's private equity activities, comprising direct investments and those made through third-party private equity funds, as well as the management of legacy private equity portfolios. Established in 1962, the company's corporate headquarters are situated in St. Petersburg, Florida.

News Sentiment (7d)
79 Positive

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
Raymond James Financial, Inc. RJF 2021-12-14 View
TriState Capital Holdings, Inc. TSC 2021-12-14 View

Index membership

IndexAddedRemovedStatus
S&P 500 2017-03-20 Active
Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD166.98 -1.14 (-0.68%)
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Volume Profile
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Liquidity & share structure
Average Volume
1M
Beta
0.94
Float Shares
174.54M
Free Float %
89.6%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.99% -5.11% -9.42% -6.32% -8.39% -10.70% -1.38% +58.73% +61.66% +283.65% +24,000.50%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (24 ratings, all time) Hold
Price Targets & DCF
Current price
166.98
Low 155.00 -7.2%
Consensus 160.50 -3.9%
Median 160.50 -3.9%
High 166.00 -0.6%
DCF (Unlevered) 312.92 +87.4%
DCF (Levered) 151.80 -9.1%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 43% Bullish
Rating 2026-05 Change
Strong Buy 3 0
Buy 3 0
Hold 8 -1
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
155.00
-7.2%
Last Quarter 7
163.29
-2.2%
Last Year 21
178.00
+6.6%
All Time 37
161.14
-3.5%
Quality scores
Altman Z-Score
0.16
Distress
Piotroski F-Score
7 / 9
Strong
MOAT Score
7 / 10
Strong MOAT
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
5 / 5
High
ROA Score
4 / 5
High
D/E Score
2 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Financial - Capital Markets: +19.7%
    +7.9% Q1'26: +12.4% (vs Q1'25)
  • EPS growth Financial - Capital Markets: +35.3%
    +6.2% Q1'26: +15.3% (vs Q1'25)
  • FCF margin FCF growth · Financial - Capital Markets: +29.5%
    +14.1% Q1'26: +24.7% (vs Q1'25)
  • EBIT margin Financial - Capital Markets: +33.5%
    +28.7% Q1'26: +17.2% (vs Q1'25)
  • ROIC Financial - Capital Markets: +4.0%
    Q1'26: -146.9% (vs Q1'25)
  • Share dilution Financial - Capital Markets: +0.0%
    -2.7% Q1'26: -4.6% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Financial - Capital Markets: -0.30×
    0.96× Q1'26: 1.82× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.00) × ERP
WACC = 87% × Ke + 13% × Kd (40.6%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 312.92 Current price: 166.98
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Sep 1997
actual
Sep 2000
actual
Sep 2001
actual
Sep 2003
actual
Sep 2004
actual
Sep 2005
actual
Sep 2006
actual
Sep 2007
actual
Sep 2008
actual
Sep 2009
actual
Sep 2010
actual
Sep 2011
actual
Sep 2012
actual
Sep 2013
actual
Sep 2014
actual
Sep 2015
actual
Sep 2016
actual
Sep 2017
actual
Sep 2018
actual
Sep 2019
actual
Sep 2020
actual
Sep 2021
actual
Sep 2022
actual
Sep 2023
actual
Sep 2024
actual
Sep 2025
actual
Sep 2026
8 Rev. Ana.
8 EPS Ana.
Sep 2027
7 Rev. Ana.
8 EPS Ana.
Sep 2028
4 Rev. Ana.
2 EPS Ana.
Sep 2029
2 Rev. Ana.
1 EPS Ana.
Revenue
927.60M
est: 878.10M (+5.6%)
1.70B
est: 1.56B (+8.9%)
1.67B
est: 1.80B (-7.3%)
1.50B
est: 1.46B (+2.8%)
1.83B
est: 1.79B (+2.1%)
2.16B
est: 2.12B (+1.7%)
2.63B
est: 2.60B (+1.1%)
3.11B
est: 3.33B (-6.6%)
3.20B
est: 2.85B (+12.6%)
2.60B
est: 2.98B (-12.8%)
2.98B
est: 2.74B (+8.8%)
3.29B
est: 3.25B (+1.3%)
3.83B
est: 4.05B (-5.4%)
4.52B
est: 4.37B (+3.4%)
4.87B
est: 4.85B (+0.5%)
5.21B
est: 5.19B (+0.4%)
5.46B
est: 5.34B (+2.2%)
6.45B
est: 6.35B (+1.6%)
7.38B
est: 7.28B (+1.4%)
7.93B
est: 7.70B (+2.9%)
8.07B
est: 7.86B (+2.6%)
9.78B
est: 9.63B (+1.5%)
11.16B
est: 10.92B (+2.1%)
12.84B
est: 11.96B (+7.3%)
14.74B
est: 12.68B (+16.2%)
15.91B
est: 13.98B (+13.9%)
15.58B
15.46B – 15.68B
+11.5% YoY
16.80B
16.59B – 16.97B
+7.8% YoY
17.86B
17.61B – 18.11B
+6.3% YoY
19.41B
19.10B – 19.69B
+8.7% YoY
EBITDA
173.80M
est: 252.07M (-31.1%)
228.53M
est: 407.49M (-43.9%)
188.73M
est: 369.77M (-49.0%)
156.62M
est: 173.83M (-9.9%)
220.95M
est: 269.08M (-17.9%)
265.75M
est: 397.61M (-33.2%)
361.24M
est: 720.93M (-49.9%)
414.86M
est: 968.71M (-57.2%)
414.84M
est: 621.59M (-33.3%)
270.96M
est: 221.41M (+22.4%)
395.67M
est: 443.67M (-10.8%)
491.08M
est: 529.84M (-7.3%)
519.37M
est: 627.90M (-17.3%)
660.27M
est: 688.16M (-4.1%)
780.11M
est: 897.99M (-13.1%)
882.93M
est: 990.44M (-10.9%)
884.33M
est: 882.20M (+0.2%)
1.01B
est: 1.10B (-8.6%)
1.41B
est: 1.73B (-18.3%)
1.49B
est: 1.72B (-13.5%)
1.17B
est: 1.11B (+5.4%)
1.93B
est: 1.82B (+6.0%)
2.17B
est: 2.20B (-1.6%)
2.45B
est: 4.63B (-47.2%)
2.82B
est: 4.91B (-42.5%)
4.76B
est: 5.41B (-12.0%)
6.03B
5.98B – 6.07B
+11.5% YoY
6.50B
6.42B – 6.56B
+7.8% YoY
6.91B
6.81B – 7.01B
+6.3% YoY
7.51B
7.39B – 7.62B
+8.7% YoY
EBIT
160.50M
est: 145.80M (+10.1%)
204.68M
est: 90.26M (+126.8%)
157.47M
est: 138.74M (+13.5%)
138.28M
est: 122.93M (+12.5%)
204.12M
est: 138.03M (+47.9%)
247.97M
est: 118.05M (+110.1%)
342.07M
est: 524.99M (-34.8%)
392.22M
est: 671.43M (-41.6%)
386.85M
est: 573.56M (-32.6%)
236.40M
est: 601.59M (-60.7%)
356.14M
est: 551.77M (-35.5%)
450.75M
est: 654.58M (-31.1%)
467.92M
est: 816.12M (-42.7%)
593.91M
est: 881.10M (-32.6%)
715.95M
est: 977.33M (-26.7%)
814.61M
est: 1.05B (-22.1%)
811.94M
est: 1.08B (-24.6%)
925.00M
est: 1.28B (-27.7%)
1.31B
est: 1.47B (-10.6%)
1.38B
est: 1.55B (-11.4%)
1.05B
est: 1.58B (-33.6%)
1.79B
est: 1.94B (-7.8%)
2.02B
est: 2.20B (-8.2%)
2.28B
est: 4.50B (-49.4%)
2.64B
est: 4.77B (-44.6%)
4.56B
est: 5.26B (-13.3%)
5.86B
5.82B – 5.90B
+11.5% YoY
6.32B
6.24B – 6.38B
+7.8% YoY
6.72B
6.63B – 6.81B
+6.3% YoY
7.30B
7.19B – 7.41B
+8.7% YoY
Net Income
98.90M
est: 89.91M (+10.0%)
125.20M
est: 106.28M (+17.8%)
96.41M
est: 82.74M (+16.5%)
86.32M
est: 76.67M (+12.6%)
127.58M
est: 121.35M (+5.1%)
151.05M
est: 150.30M (+0.5%)
214.34M
est: 223.19M (-4.0%)
250.43M
est: 250.69M (-0.1%)
235.08M
est: 206.55M (+13.8%)
152.75M
est: 94.95M (+60.9%)
228.28M
est: 225.35M (+1.3%)
278.35M
est: 255.67M (+8.9%)
295.87M
est: 297.69M (-0.6%)
367.15M
est: 344.68M (+6.5%)
480.25M
est: 466.26M (+3.0%)
502.14M
est: 506.92M (-0.9%)
529.35M
est: 481.24M (+10.0%)
636.00M
est: 539.89M (+17.8%)
857.00M
est: 1.02B (-16.1%)
1.03B
est: 1.02B (+1.6%)
818.00M
est: 683.04M (+19.8%)
1.40B
est: 1.25B (+12.4%)
1.51B
est: 1.41B (+6.7%)
1.74B
est: 1.77B (-1.6%)
2.07B
est: 1.97B (+5.0%)
2.14B
est: 2.14B (-0.2%)
2.44B
2.40B – 2.49B
+14.2% YoY
2.85B
2.67B – 3.02B
+16.5% YoY
3.20B
2.84B – 3.56B
+12.5% YoY
3.86B
3.78B – 3.93B
+20.5% YoY
SGA
537.40M
est: 502.74M (+6.9%)
1.01B
est: 864.54M (+16.7%)
1.02B
est: 1.09B (-6.0%)
1.03B
est: 927.22M (+11.6%)
1.27B
est: 1.16B (+9.5%)
1.43B
est: 1.40B (+2.2%)
1.60B
est: 1.61B (-0.4%)
1.77B
est: 1.87B (-5.3%)
2.21B
est: 1.64B (+34.7%)
1.93B
est: 1.69B (+14.3%)
2.14B
est: 1.98B (+8.2%)
2.50B
est: 2.34B (+7.0%)
2.93B
est: 2.95B (-0.7%)
3.44B
est: 3.13B (+9.7%)
3.71B
est: 3.58B (+3.6%)
3.95B
est: 4.22B (-6.3%)
4.05B
est: 3.58B (+13.3%)
4.68B
est: 4.21B (+11.1%)
5.33B
est: 5.66B (-5.9%)
5.65B
est: 5.56B (+1.7%)
5.99B
est: 5.03B (+19.1%)
6.58B
est: 6.13B (+7.4%)
7.33B
est: 7.09B (+3.3%)
7.30B
est: 6.96B (+4.8%)
8.21B
est: 7.38B (+11.2%)
7.24B
est: 8.14B (-11.0%)
9.07B
9.00B – 9.13B
+11.5% YoY
9.78B
9.66B – 9.88B
+7.8% YoY
10.40B
10.25B – 10.54B
+6.3% YoY
11.30B
11.12B – 11.46B
+8.7% YoY
EPS
0.62
est: 0.56 (+10.7%)
0.80
est: 0.95 (-15.3%)
0.60
est: 0.89 (-32.6%)
0.53
est: 0.62 (-14.5%)
0.77
est: 1.06 (-27.0%)
0.91
est: 1.31 (-30.5%)
1.27
est: 1.74 (-27.0%)
1.45
est: 2.17 (-33.2%)
1.35
est: 1.66 (-18.7%)
0.87
est: 0.80 (+9.4%)
1.28
est: 1.59 (-19.5%)
1.47
est: 1.96 (-25.0%)
1.48
est: 2.40 (-38.3%)
1.76
est: 2.56 (-31.3%)
2.29
est: 3.10 (-26.1%)
2.34
est: 2.31 (+1.2%)
2.48
est: 2.36 (+5.0%)
2.96
est: 3.34 (-11.5%)
3.93
est: 4.41 (-11.0%)
4.88
est: 4.88 (+0.1%)
3.96
est: 3.78 (+4.9%)
6.81
est: 6.66 (+2.3%)
7.16
est: 7.33 (-2.3%)
8.16
est: 8.47 (-3.7%)
9.94
est: 9.52 (+4.4%)
10.53
est: 10.38 (+1.4%)
11.88
11.60 – 12.05
+14.4% YoY
13.51
12.93 – 14.62
+13.7% YoY
15.50
13.77 – 17.23
+14.7% YoY
18.67
18.28 – 19.02
+20.5% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-28 TD Cowen Hold Hold Maintain
2026-04-28 Morgan Stanley Equal Weight Equal Weight Maintain
2026-04-23 BMO Capital Market Perform Market Perform Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 B+ 3/5 4/5 5/5 4/5 2/5 2/5 1/5
2026-05-27 B+ 3/5 4/5 5/5 4/5 2/5 2/5 1/5
2026-05-26 B+ 3/5 4/5 5/5 4/5 2/5 2/5 1/5
2026-05-22 B+ 3/5 4/5 5/5 4/5 2/5 2/5 1/5
2026-05-21 B+ 3/5 4/5 5/5 4/5 2/5 2/5 1/5
2026-05-20 B+ 3/5 4/5 5/5 4/5 2/5 2/5 1/5
2026-05-19 B+ 3/5 4/5 5/5 4/5 2/5 2/5 1/5
2026-05-18 B+ 3/5 4/5 5/5 4/5 2/5 2/5 1/5
2026-05-15 B+ 3/5 4/5 5/5 4/5 2/5 2/5 1/5
2026-05-14 B+ 3/5 4/5 5/5 4/5 2/5 2/5 1/5
2026-05-13 B 3/5 3/5 5/5 4/5 2/5 2/5 1/5
2026-05-12 B 3/5 3/5 5/5 4/5 2/5 2/5 1/5
2026-05-11 B 3/5 3/5 5/5 4/5 2/5 2/5 1/5
2026-05-08 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-05-07 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-05-06 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-05-05 C+ 2/5 3/5 1/5 5/5 1/5 2/5 1/5
2026-05-04 C+ 2/5 3/5 1/5 5/5 1/5 2/5 1/5
2026-05-01 C+ 2/5 3/5 1/5 5/5 1/5 2/5 1/5
2026-04-30 C+ 2/5 3/5 1/5 5/5 1/5 2/5 1/5
2026-04-29 B- 2/5 4/5 1/5 5/5 1/5 2/5 1/5
2026-04-28 B- 2/5 4/5 1/5 5/5 1/5 2/5 1/5
2026-04-27 B- 2/5 4/5 1/5 5/5 1/5 2/5 1/5
2026-04-24 B- 2/5 4/5 1/5 5/5 1/5 2/5 1/5
2026-04-23 B- 2/5 4/5 1/5 5/5 1/5 2/5 1/5
2026-04-22 B- 2/5 4/5 1/5 5/5 1/5 2/5 1/5
2026-04-21 B+ 3/5 4/5 5/5 5/5 2/5 2/5 1/5
2026-04-20 B+ 3/5 4/5 5/5 5/5 2/5 2/5 1/5
2026-04-17 A- 4/5 4/5 5/5 5/5 2/5 2/5 2/5
2026-04-16 A- 4/5 4/5 5/5 5/5 2/5 2/5 2/5
2026-04-15 A- 4/5 4/5 5/5 5/5 2/5 2/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
2.47B
OE per share TTM
12.15
Owner's Yield
8.77%
Maintenance CapEx ratio
0.55%
Maint CapEx / Avg PPE
8.9%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
931
Total invested
21.95B
Insider transactions (90d)
3
Beneficial owners (>5%)
18
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 The Vanguard Group - 23-1945930 21.36M 10.29% 296.1K 20.60M 756.8K IA Pennsylvania For 2022-02-10
2 Thomas A. James 19.99M 9.60% 19.82M 176.2K 19.82M IN 2022-02-11
3 (1) BlackRock, Inc. 13.63M 6.60% 13.63M HC Delaware 2024-10-22
4 PRIMECAP Management Company 13.06M 6.07% 12.49M 13.06M IA 177 E. Colorado Blvd., 11th Floor, Pasadena, CA 91105 2023-02-09
5 Wellington Group Holdings LLP 11.29M 5.41% 10.37M HC Delaware 2024-02-08
6 Wellington Investment Advisors Holdings LLP 11.29M 5.41% 10.37M HC Delaware 2024-02-08
7 Wellington Management Group LLP 11.29M 5.41% 10.37M HC Massachusetts 2024-02-08
8 persons ( 4.10M 5.60% 2.42M 926.1K 4.10M IA Number 2005-02-14
9 943112180 2.51M 2.09% 2.05M 2.51M BK U.S.A. 2009-02-03
10 BARCLAYS GLOBAL FUND ADVISORS 1.89M 1.57% 1.35M 1.89M IA U.S.A. 2009-02-03
11 04-2507163) 741.6K 3.55% 80.1K 741.6K HC Commonwealth of Massachusetts 1997-02-12
12 Abigail P. Johnson 741.6K 3.55% 741.6K IN United States of America 1997-02-12
13 Edward C. Johnson 3d 741.6K 3.55% 741.6K IN United States of America 1997-02-12
14 BARCLAYS GLOBAL INVESTORS, LTD 71.6K 0.06% 4.6K 71.6K FI England 2009-02-03
15 BARCLAYS GLOBAL INVESTORS JAPAN LIMITED 13.7K 0.01% 13.7K 13.7K FI Japan 2009-02-03
16 BARCLAYS GLOBAL INVESTORS AUSTRALIA LIMITED 6.7K 0.01% 6.7K 6.7K FI Australia 2009-02-03
17 BARCLAYS GLOBAL INVESTORS CANADA LIMITED 3.0K 0.00% 3.0K 3.0K FI Canada 2009-02-03
18 BARCLAYS GLOBAL INVESTORS (DEUTSCHLAND) AG 0.00% FI Germany 2009-02-03

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
931
-26 vs prev Q
New positions
100
Closed positions
123
Increased
398
Reduced
363
Put/Call ratio
0.36
Calls held
389.7K
Puts held
141.2K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 MACQUARIE MANAGEMENT HOLDINGS, INC. 178.9K +178.9K (+100.0%) 28.73B +28.7B (+100.0%) 0.09% +0.091 pp 0.04% +0.043 pp USD160.59 +0.0% 1 qtrs NEW
2 VANGUARD GROUP INC 21.75M -133.4K (-0.6%) 3.49B -284.2M (-7.5%) 11.03% +0.159 pp 0.05% -0.006 pp USD46.75 +243.5% 84 qtrs
3 BLACKROCK, INC. 14.16M -386.4K (-2.7%) 2.27B -236.8M (-9.4%) 7.19% -0.046 pp 0.04% -0.006 pp USD124.78 +28.7% 6 qtrs
4 PRIMECAP MANAGEMENT CO/CA/ 9.34M -304.2K (-3.2%) 1.50B -164.7M (-9.9%) 4.74% -0.055 pp 1.14% -0.140 pp USD75.48 +112.8% 29 qtrs
5 WELLINGTON MANAGEMENT GROUP LLP 8.69M -324.6K (-3.6%) 1.40B -160.4M (-10.3%) 4.41% -0.071 pp 0.24% -0.028 pp USD98.25 +63.5% 48 qtrs
6 STATE STREET CORP 7.91M -122.4K (-1.5%) 1.27B -116.1M (-8.4%) 4.01% +0.021 pp 0.04% -0.006 pp USD55.08 +191.6% 51 qtrs
7 FMR LLC 5.71M -79.2K (-1.4%) 916.39M -82.2M (-8.2%) 2.90% +0.020 pp 0.05% -0.005 pp USD88.45 +81.6% 70 qtrs
8 JPMORGAN CHASE & CO 5.31M -533.2K (-9.1%) 853.48M -155.9M (-15.4%) 2.70% -0.210 pp 0.05% -0.007 pp USD108.09 +48.6% 51 qtrs
9 GEODE CAPITAL MANAGEMENT, LLC 4.55M -10.5K (-0.2%) 727.91M -56.1M (-7.2%) 2.31% +0.042 pp 0.04% -0.005 pp USD66.84 +140.3% 78 qtrs
10 T. ROWE PRICE INVESTMENT MANAGEMENT, INC. 3.46M -185.5K (-5.1%) 555.28M -73.5M (-11.7%) 1.75% -0.057 pp 0.35% -0.034 pp USD105.27 +52.6% 14 qtrs
11 FIRST TRUST ADVISORS LP 3.07M +474.5K (+18.3%) 493.33M +45.0M (+10.0%) 1.56% +0.268 pp 0.36% +0.025 pp USD146.03 +10.0% 51 qtrs
12 VICTORY CAPITAL MANAGEMENT INC 2.79M +21.9K (+0.8%) 447.38M -29.7M (-6.2%) 1.41% +0.040 pp 0.25% -0.027 pp USD141.94 +13.1% 43 qtrs
13 MORGAN STANLEY 2.62M -48.9K (-1.8%) 420.94M -39.9M (-8.7%) 1.33% +0.003 pp 0.03% -0.003 pp USD123.52 +30.0% 51 qtrs
14 DIMENSIONAL FUND ADVISORS LP 2.36M +897.0 (+0.0%) 378.74M -28.2M (-6.9%) 1.20% +0.025 pp 0.08% -0.008 pp USD79.40 +102.3% 51 qtrs
15 INVESCO LTD. 2.34M +254.8K (+12.2%) 375.54M +15.9M (+4.4%) 1.19% +0.151 pp 0.06% +0.001 pp USD101.95 +57.5% 57 qtrs
16 EARNEST PARTNERS LLC 2.32M -154.4K (-6.2%) 372.15M -54.5M (-12.8%) 1.18% -0.053 pp 1.59% -0.256 pp USD58.51 +174.5% 51 qtrs
17 BANK OF AMERICA CORP /DE/ 2.23M +232.1K (+11.6%) 358.04M +13.3M (+3.9%) 1.13% +0.138 pp 0.03% +0.003 pp USD88.15 +82.2% 52 qtrs
18 NORGES BANK 2.02M +2.0M (+100.0%) 324.26M +324.3M (+100.0%) 1.02% +1.025 pp 0.03% +0.035 pp USD160.59 +0.0% 1 qtrs NEW
19 NORTHERN TRUST CORP 1.95M -108.3K (-5.3%) 312.81M -42.1M (-11.9%) 0.99% -0.034 pp 0.04% -0.006 pp USD62.04 +158.8% 51 qtrs
20 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1.93M -75.4K (-3.8%) 310.25M -36.2M (-10.5%) 0.98% -0.018 pp 0.10% -0.007 pp USD73.08 +119.7% 40 qtrs
21 GOLDMAN SACHS GROUP INC 1.85M -63.4K (-3.3%) 296.89M -33.2M (-10.0%) 0.94% -0.012 pp 0.04% -0.004 pp USD110.83 +44.9% 73 qtrs
22 UBS ASSET MANAGEMENT AMERICAS INC 1.41M -45.4K (-3.1%) 225.89M -24.7M (-9.9%) 0.71% -0.008 pp 0.05% -0.007 pp USD107.40 +49.5% 56 qtrs
23 BANK OF NEW YORK MELLON CORP 1.20M +216.9K (+22.0%) 192.99M +23.0M (+13.5%) 0.61% +0.120 pp 0.03% +0.001 pp USD70.92 +126.4% 66 qtrs
24 LEGAL & GENERAL GROUP PLC 1.19M -60.0K (-4.8%) 191.33M -24.7M (-11.4%) 0.60% -0.018 pp 0.04% -0.006 pp USD65.33 +145.8% 61 qtrs
25 HSBC HOLDINGS PLC 1.13M -165.9K (-12.8%) 182.38M -42.1M (-18.7%) 0.58% -0.071 pp 0.09% -0.031 pp USD131.02 +22.6% 54 qtrs
26 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.10M +8.6K (+0.8%) 176.19M -11.7M (-6.2%) 0.56% +0.016 pp 0.03% -0.003 pp USD64.33 +149.6% 100 qtrs
27 AQR CAPITAL MANAGEMENT LLC 1.10M +313.6K (+40.0%) 176.12M +41.0M (+30.3%) 0.56% +0.167 pp 0.09% +0.006 pp USD150.74 +6.5% 64 qtrs
28 HARFST & ASSOCIATES, INC. 1.07M +36.2K (+3.5%) 171.37M -6.6M (-3.7%) 0.54% +0.029 pp 30.90% -1.918 pp USD44.85 +258.1% 43 qtrs
29 SEI INVESTMENTS CO 987.6K +55.0K (+5.9%) 158.60M -2.4M (-1.5%) 0.50% +0.038 pp 0.16% -0.017 pp USD106.41 +50.9% 45 qtrs
30 UBS GROUP AG 841.9K +227.8K (+37.1%) 135.19M +29.2M (+27.6%) 0.43% +0.122 pp 0.02% +0.005 pp USD131.11 +22.5% 45 qtrs
31 PRUDENTIAL FINANCIAL INC 819.1K +148.7K (+22.2%) 131.54M +15.8M (+13.7%) 0.42% +0.082 pp 0.16% +0.021 pp USD145.09 +10.7% 85 qtrs
32 MERCER GLOBAL ADVISORS INC /ADV 792.2K -104.9K (-11.7%) 127.21M -27.6M (-17.8%) 0.40% -0.044 pp 0.19% -0.065 pp USD105.79 +51.8% 28 qtrs
33 RAYMOND JAMES FINANCIAL INC 736.5K -14.4K (-1.9%) 118.27M -11.3M (-8.7%) 0.37% +0.000 pp 0.04% -0.005 pp USD153.74 +4.5% 5 qtrs
34 NUVEEN, LLC 724.6K -17.1K (-2.3%) 116.36M -11.6M (-9.1%) 0.37% -0.001 pp 0.03% -0.003 pp USD138.91 +15.6% 4 qtrs
35 BARCLAYS PLC 724.3K -122.9K (-14.5%) 116.31M +12.6M (+12.1%) 0.37% -0.054 pp 0.03% +0.001 pp USD118.72 +35.3% 51 qtrs
36 FRANKLIN RESOURCES INC 677.6K +70.8K (+11.7%) 108.81M +4.1M (+3.9%) 0.34% +0.042 pp 0.03% +0.001 pp USD131.92 +21.7% 28 qtrs
37 PRINCIPAL FINANCIAL GROUP INC 572.8K -3.2K (-0.5%) 91.99M -7.4M (-7.5%) 0.29% +0.004 pp 0.05% -0.003 pp USD53.36 +201.0% 81 qtrs
38 PNC FINANCIAL SERVICES GROUP, INC. 571.9K -9.5K (-1.6%) 91.84M -8.5M (-8.5%) 0.29% +0.001 pp 0.05% -0.011 pp USD148.38 +8.2% 51 qtrs
39 DEUTSCHE BANK AG\ 570.5K -26.8K (-4.5%) 91.61M -11.5M (-11.1%) 0.29% -0.007 pp 0.03% -0.005 pp USD87.30 +84.0% 50 qtrs
40 QUBE RESEARCH & TECHNOLOGIES LTD 547.6K +248.4K (+83.0%) 87.94M +36.3M (+70.3%) 0.28% +0.129 pp 0.09% +0.036 pp USD147.93 +8.6% 10 qtrs
41 CONGRESS ASSET MANAGEMENT CO /MA 514.3K -124.8K (-19.5%) 82.59M -27.7M (-25.1%) 0.26% -0.057 pp 0.58% -0.153 pp USD46.54 +245.1% 51 qtrs
42 ENVESTNET ASSET MANAGEMENT INC 511.5K -107.4K (-17.4%) 82.15M -24.7M (-23.1%) 0.26% -0.048 pp 0.02% -0.006 pp USD110.69 +45.1% 51 qtrs
43 ALLIANCEBERNSTEIN L.P. 491.9K +117.7K (+31.5%) 79.00M +14.4M (+22.3%) 0.25% +0.064 pp 0.02% +0.005 pp USD130.62 +22.9% 61 qtrs
44 SUMITOMO MITSUI TRUST HOLDINGS, INC. 449.1K -21.6K (-4.6%) 72.12M -9.1M (-11.2%) 0.23% -0.006 pp 0.04% -0.004 pp USD49.40 +225.1% 51 qtrs
45 BNP PARIBAS ARBITRAGE, SNC 437.7K +29.5K (+7.2%) 70.29M -172.7K (-0.2%) 0.22% +0.019 pp 0.03% -0.006 pp USD129.60 +23.9% 51 qtrs
46 CITIGROUP INC 436.8K +61.2K (+16.3%) 70.15M +5.3M (+8.2%) 0.22% +0.035 pp 0.03% +0.002 pp USD137.95 +16.4% 108 qtrs
47 404.5K -232.0 (-0.1%) 65.76M -4.1M (-5.9%) 0.21% +0.004 pp 1.60% -0.153 pp USD172.60 -7.0% 2 qtrs
48 MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. 387.5K +15.4K (+4.1%) 63.39M -830.0K (-1.3%) 0.20% +0.012 pp 0.04% -0.003 pp USD113.29 +41.8% 51 qtrs
49 FISHER ASSET MANAGEMENT, LLC 392.7K +25.4K (+6.9%) 63.06M -330.2K (-0.5%) 0.20% +0.017 pp 0.02% -0.001 pp USD52.05 +208.5% 57 qtrs
50 SILVERCREST ASSET MANAGEMENT GROUP LLC 392.0K -29.1K (-6.9%) 62.95M -9.7M (-13.4%) 0.20% -0.010 pp 0.43% -0.048 pp USD103.67 +54.9% 26 qtrs
51 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 383.9K -83.1K (-17.8%) 61.65M -18.9M (-23.5%) 0.19% -0.037 pp 0.10% -0.043 pp USD159.26 +0.8% 9 qtrs
52 CANADA PENSION PLAN INVESTMENT BOARD 378.8K +54.9K (+17.0%) 60.83M +4.9M (+8.8%) 0.19% +0.031 pp 0.04% +0.001 pp USD145.56 +10.3% 9 qtrs
53 PRICE T ROWE ASSOCIATES INC /MD/ 368.0K -9.2K (-2.4%) 59.10M -6.0M (-9.2%) 0.19% -0.001 pp 0.01% -0.001 pp USD106.43 +50.9% 75 qtrs
54 WELLS FARGO & COMPANY/MN 358.7K -10.5K (-2.8%) 57.60M -6.1M (-9.6%) 0.18% -0.002 pp 0.01% -0.002 pp USD75.54 +112.6% 57 qtrs
55 AMUNDI 351.2K -6.6K (-1.8%) 56.40M -3.6M (-6.0%) 0.18% +0.000 pp 0.02% -0.004 pp USD99.22 +61.9% 19 qtrs
56 PALISADE CAPITAL MANAGEMENT, LP 349.9K -28.2K (-7.4%) 56.19M -9.1M (-13.9%) 0.18% -0.010 pp 1.67% -0.107 pp USD42.67 +276.4% 55 qtrs
57 RHUMBLINE ADVISERS 346.8K -9.4K (-2.6%) 55.70M -5.8M (-9.4%) 0.18% -0.001 pp 0.05% -0.004 pp USD66.39 +141.9% 55 qtrs
58 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 338.5K -2.7K (-0.8%) 54.36M -4.5M (-7.7%) 0.17% +0.002 pp 0.03% -0.004 pp USD60.84 +164.0% 58 qtrs
59 NATIXIS ADVISORS, L.P. 329.5K +13.6K (+4.3%) 52.91M -1.6M (-3.0%) 0.17% +0.010 pp 0.08% -0.005 pp USD108.49 +48.0% 57 qtrs
60 NEW YORK STATE COMMON RETIREMENT FUND 324.1K -1.1K (-0.3%) 52.05M -4.1M (-7.3%) 0.16% +0.003 pp 0.07% -0.003 pp USD65.33 +145.8% 99 qtrs
61 AMERIPRISE FINANCIAL INC 320.5K -117.3K (-26.8%) 51.47M -24.1M (-31.9%) 0.16% -0.055 pp 0.01% -0.006 pp USD123.36 +30.2% 55 qtrs
62 MAN GROUP PLC 313.4K +268.8K (+602.7%) 50.32M +42.6M (+553.8%) 0.16% +0.137 pp 0.09% +0.072 pp USD157.11 +2.2% 13 qtrs
63 BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. 311.5K +311.5K (+100.0%) 50.04M +50.0M (+100.0%) 0.16% +0.158 pp 0.06% +0.057 pp USD160.59 +0.0% 44 qtrs
64 TD ASSET MANAGEMENT INC 306.8K -17.2K (-5.3%) 49.28M -6.7M (-11.9%) 0.16% -0.005 pp 0.04% -0.006 pp USD91.96 +74.6% 49 qtrs
65 NATIONAL PENSION SERVICE 294.1K +13.3K (+4.7%) 47.23M -1.2M (-2.6%) 0.15% +0.010 pp 0.04% -0.003 pp USD89.13 +80.2% 23 qtrs
66 SUSQUEHANNA INTERNATIONAL GROUP, LLP 287.0K -23.6K (-7.6%) 46.09M -7.5M (-14.0%) 0.15% -0.009 pp 0.01% -0.001 pp USD135.71 +18.3% 51 qtrs
67 MILLENNIUM MANAGEMENT LLC 282.6K -1.1M (-79.9%) 45.38M -197.4M (-81.3%) 0.14% -0.556 pp 0.02% -0.085 pp USD170.73 -5.9% 38 qtrs
68 CLEARBRIDGE INVESTMENTS, LLC 279.2K -8.7K (-3.0%) 44.84M -4.9M (-9.8%) 0.14% -0.001 pp 0.04% -0.002 pp USD119.88 +34.0% 16 qtrs
69 BANK OF MONTREAL /CAN/ 277.9K -13.5K (-4.6%) 44.62M -5.7M (-11.3%) 0.14% -0.004 pp 0.02% -0.004 pp USD114.91 +39.8% 51 qtrs
70 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 276.5K +8.8K (+3.3%) 44.40M -1.8M (-3.9%) 0.14% +0.007 pp 0.04% -0.003 pp USD49.41 +225.0% 52 qtrs
71 DAVIS ASSET MANAGEMENT, L.P. 270.0K +— (+0.0%) 43.36M -3.2M (-7.0%) 0.14% +0.003 pp 1.55% -0.106 pp USD98.82 +62.5% 14 qtrs
72 STERLING CAPITAL MANAGEMENT LLC 265.9K -115.3K (-30.3%) 42.70M -23.1M (-35.1%) 0.13% -0.055 pp 0.69% -0.270 pp USD131.17 +22.4% 6 qtrs
73 DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 258.4K -6.0K (-2.3%) 41.50M -4.1M (-9.1%) 0.13% 0.000 pp 2.02% -0.260 pp USD38.33 +319.0% 56 qtrs
74 ROYAL BANK OF CANADA 253.1K +9.4K (+3.9%) 40.64M -1.4M (-3.4%) 0.13% +0.007 pp 0.01% 0.000 pp USD111.20 +44.4% 51 qtrs
75 AMERICAN CENTURY COMPANIES INC 243.1K -41.5K (-14.6%) 39.04M -10.1M (-20.5%) 0.12% -0.018 pp 0.02% -0.005 pp USD142.25 +12.9% 24 qtrs
76 CBOE VEST FINANCIAL, LLC 238.3K -59.8K (-20.1%) 38.26M -13.2M (-25.6%) 0.12% -0.027 pp 0.49% -0.187 pp USD143.58 +11.8% 4 qtrs
77 PRANA CAPITAL MANAGEMENT, LP 232.8K +232.8K (+100.0%) 37.38M +37.4M (+100.0%) 0.12% +0.118 pp 1.36% +1.355 pp USD160.59 +0.0% 1 qtrs NEW
78 WORLDQUANT MILLENNIUM ADVISORS LLC 213.2K +204.4K (+2,313.9%) 34.24M +32.7M (+2,145.9%) 0.11% +0.104 pp 0.13% +0.126 pp USD161.09 -0.3% 2 qtrs
79 PREMIER FUND MANAGERS LTD 202.9K -48.6K (-19.3%) 33.00M -11.4M (-25.6%) 0.10% -0.022 pp 1.90% +0.077 pp USD87.99 +82.5% 19 qtrs
80 KOREA INVESTMENT CORP 205.0K +32.4K (+18.7%) 32.93M +3.1M (+10.5%) 0.10% +0.018 pp 0.06% +0.004 pp USD138.92 +15.6% 20 qtrs
81 SCHRODER INVESTMENT MANAGEMENT GROUP 200.5K -3.6K (-1.7%) 32.59M -3.4M (-9.5%) 0.10% +0.000 pp 0.03% -0.003 pp USD100.64 +59.6% 51 qtrs
82 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 197.4K +193.2K (+4,559.9%) 31.70M +31.0M (+4,235.6%) 0.10% +0.098 pp 0.08% +0.081 pp USD160.44 +0.1% 3 qtrs
83 WALLEYE CAPITAL LLC 187.3K +186.6K (+24,356.5%) 30.08M +30.0M (+22,654.7%) 0.10% +0.095 pp 0.09% +0.092 pp USD160.64 0.0% 7 qtrs
84 ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. 185.7K +144.0K (+345.8%) 29.82M +22.6M (+314.8%) 0.09% +0.074 pp 0.04% +0.032 pp USD157.17 +2.2% 37 qtrs
85 BAIRD FINANCIAL GROUP, INC. 184.8K -40.2K (-17.9%) 29.68M -9.2M (-23.6%) 0.09% -0.018 pp 0.05% -0.016 pp USD122.86 +30.7% 35 qtrs
86 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 177.2K -5.7K (-3.1%) 28.45M -3.1M (-9.9%) 0.09% -0.001 pp 0.06% -0.006 pp USD39.64 +305.1% 51 qtrs
87 VINVA INVESTMENT MANAGEMENT LTD 174.7K +159.2K (+1,025.7%) 28.40M +25.7M (+937.1%) 0.09% +0.081 pp 0.35% +0.300 pp USD161.66 -0.7% 8 qtrs
88 DANSKE BANK A/S 174.5K +26.9K (+18.2%) 28.02M +2.5M (+10.0%) 0.09% +0.015 pp 0.07% +0.002 pp USD140.04 +14.7% 8 qtrs
89 FEDERATION DES CAISSES DESJARDINS DU QUEBEC 172.2K +124.0K (+257.3%) 27.65M +19.3M (+232.5%) 0.09% +0.063 pp 0.11% +0.073 pp USD151.68 +5.9% 21 qtrs
90 ILLINOIS MUNICIPAL RETIREMENT FUND 170.8K +132.0 (+0.1%) 27.44M -2.0M (-6.9%) 0.09% +0.002 pp 0.34% -0.033 pp USD122.79 +30.8% 23 qtrs
91 AVIVA PLC 164.4K +8.9K (+5.7%) 26.39M -441.9K (-1.6%) 0.08% +0.006 pp 0.04% -0.004 pp USD134.16 +19.7% 36 qtrs
92 ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 162.4K +38.9K (+31.5%) 26.08M +4.8M (+22.3%) 0.08% +0.021 pp 0.06% +0.007 pp USD147.83 +8.6% 51 qtrs
93 QUANTINNO CAPITAL MANAGEMENT LP 158.7K +43.9K (+38.3%) 25.49M +5.7M (+28.6%) 0.08% +0.024 pp 0.05% -0.003 pp USD150.59 +6.6% 20 qtrs
94 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 158.7K -11.6K (-6.8%) 25.48M -3.9M (-13.3%) 0.08% -0.004 pp 0.05% -0.006 pp USD52.23 +207.5% 51 qtrs
95 FIL LTD 158.5K +5.1K (+3.3%) 25.45M -1.0M (-3.9%) 0.08% +0.004 pp 0.02% -0.002 pp USD120.15 +33.7% 16 qtrs
96 BASSWOOD CAPITAL MANAGEMENT, L.L.C. 155.4K +55.9K (+56.2%) 24.96M +7.8M (+45.4%) 0.08% +0.029 pp 1.01% +0.307 pp USD121.37 +32.3% 12 qtrs
97 NICHOLAS COMPANY, INC. 154.8K -40.0 (0.0%) 24.85M -1.9M (-7.0%) 0.08% +0.002 pp 0.44% -0.018 pp USD37.04 +333.6% 68 qtrs
98 TRUIST FINANCIAL CORP 154.6K -24.4K (-13.6%) 24.83M -6.1M (-19.6%) 0.08% -0.011 pp 0.03% -0.009 pp USD133.75 +20.1% 25 qtrs
99 APG ASSET MANAGEMENT N.V. 152.8K -37.7K (-19.8%) 20.89M -7.1M (-25.3%) 0.08% -0.017 pp 0.06% -0.019 pp USD86.68 +85.3% 26 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.82
Bullish
Ratio by volume
0.66
Neutral
Buys
20
Sells
11
Shares acquired
40.4K
Shares disposed
61.1K
Cash buys
Cash sales
2.00
Net activity
-20,657
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2027-12-15 Haynes Morgan Tarazeta J Officer Restricted Stock Units 407 0.00 0 D
2027-12-06 Helal Tarek Officer Restricted Stock Units 679 0.00 0 D
2027-12-06 Campagnoli Vincent Officer Restricted Stock Units 4,929 0.00 0 D
2026-03-19 Allaire Bella Loykhter Officer S-Sale D Common Stock 29,551 142.34 4.21M 53,586 D
2026-02-28 Aisenbrey Christopher S Officer M-Exempt D Restricted Stock Units 600 0.00 600 D
2026-02-24 Edwards Jeffrey N Director G-Gift A Common Stock 1,504 0.00 22,008 I
2026-02-19 Seshadri Raj Director A-Award A Common Stock 1,303 0.00 13,782 D
2026-02-19 Mistarz Cecily Director M-Exempt D Restricted Stock Units 250 0.00 1,749 D
2026-02-19 MCGEARY RODERICK C Director A-Award A Common Stock 1,303 0.00 24,354 D
2026-02-19 MCDANIEL RAYMOND W Director A-Award A Common Stock 1,303 0.00 6,113 D
2026-02-19 Gates Anne Director A-Award A Common Stock 1,303 0.00 16,848 D
2026-02-19 GARCIA ART A Director A-Award A Common Stock 1,303 0.00 6,992 D
2026-02-19 Esty Benjamin Director A-Award A Common Stock 1,303 0.00 31,794 D
2026-02-19 Edwards Jeffrey N Director M-Exempt D Restricted Stock Units 1,253 0.00 1,303 D
2026-02-19 DEBEL MARLENE Director M-Exempt D Restricted Stock Units 1,253 0.00 1,303 D
2026-02-19 Begor Mark W Director A-Award A Common Stock 1,303 0.00 2,285 D
2026-02-04 Santelli Jonathan N Officer S-Sale D Common Stock 4,500 170.46 767.1K 26,853 D
2026-01-30 Edwards Jeffrey N Director G-Gift D Common Stock 20,505 0.00 9,784 D
2025-12-30 Helal Tarek Officer G-Gift D Common Stock 80 0.00 81 I
2025-12-15 Shoukry Paul M Director / Officer M-Exempt A Common Stock 3,264 0.00 57,420 D
2025-12-15 Santelli Jonathan N Officer F-InKind D Common Stock 837 163.85 137.1K 33,707 D
2025-12-15 Raney Steven M Officer A-Award A Restricted Stock Units 3,661 0.00 3,661 D
2025-12-15 REILLY PAUL C Director / Officer F-InKind D Common Stock 11,570 163.85 1.90M 504,230 D
2025-12-15 Oorlog Jonathan W JR Officer A-Award A Restricted Stock Units 1,678 0.00 1,678 D
2025-12-15 Krauss David Officer A-Award A Restricted Stock Units 3,661 0.00 3,661 D
2025-12-15 Helal Tarek Officer A-Award A Restricted Stock Units 458 0.00 458 D
2025-12-15 Haynes Morgan Tarazeta J Officer M-Exempt D Restricted Stock Units 898 0.00 779 D
2025-12-15 Elwyn Tashtego S Officer M-Exempt A Common Stock 3,264 0.00 70,889 D
2025-12-15 Curtis Scott A Officer M-Exempt D Restricted Stock Units 4,761 0.00 0 D
2025-12-15 Campagnoli Vincent Officer A-Award A Restricted Stock Units 2,441 0.00 2,441 D
2025-12-15 Bunn James E Officer F-InKind D Common Stock 5,312 163.85 870.4K 101,741 D
2025-12-15 Allaire Bella Loykhter Officer A-Award A Restricted Stock Units 3,357 0.00 3,357 D
2025-12-15 Aisenbrey Christopher S Officer A-Award A Restricted Stock Units 671 0.00 671 D
2025-12-12 Elwyn Tashtego S Officer G-Gift D Common Stock 2,703 0.00 36,228 D
2025-12-10 Campagnoli Vincent Officer G-Gift D Common Stock 60 0.00 32,685 D
2025-12-05 Larson Katherine H Officer A-Award A Restricted Stock Units 323 0.00 323 D
2025-12-04 Haynes Morgan Tarazeta J Officer G-Gift D Common Stock 616 0.00 3,993 D
2025-12-04 Curtis Scott A Officer G-Gift D Common Stock 1,022 0.00 173,143 D
2025-12-02 Shoukry Paul M Director / Officer A-Award A Common Stock 7,043 0.00 43,275 D
2025-12-02 Santelli Jonathan N Officer A-Award A Common Stock 2,128 0.00 27,563 D
2025-12-02 Raney Steven M Officer A-Award A Common Stock 1,908 0.00 46,415 D
2025-12-02 REILLY PAUL C Director / Officer A-Award A Common Stock 105,657 0.00 366,204 D
2025-12-02 Oorlog Jonathan W JR Officer M-Exempt A Common Stock 631 0.00 22,515 D
2025-12-02 Larson Katherine H Officer M-Exempt A Common Stock 93 0.00 1,997 D
2025-12-02 Helal Tarek Officer M-Exempt A Common Stock 442 0.00 25,136 D
2025-12-02 Elwyn Tashtego S Officer A-Award A Common Stock 5,429 0.00 38,931 D
2025-12-02 Curtis Scott A Officer A-Award A Common Stock 6,163 0.00 174,165 D
2025-12-02 Campagnoli Vincent Officer M-Exempt D Restricted Stock Units 4,662 0.00 0 D
2025-12-02 Bunn James E Officer A-Award A Common Stock 13,501 0.00 95,450 D
2025-12-02 Allaire Bella Loykhter Officer A-Award A Common Stock 4,256 0.00 80,584 D
2025-12-02 Aisenbrey Christopher S Officer A-Award A Common Stock 763 0.00 16,099 D
2025-11-30 Shoukry Paul M Director / Officer F-InKind D Common Stock 912 156.54 142.8K 36,232 D
2025-11-30 Santelli Jonathan N Officer F-InKind D Common Stock 246 156.54 38.5K 26,108 D
2025-11-30 Raney Steven M Officer M-Exempt D Restricted Stock Units 1,500 0.00 0 D
2025-11-30 REILLY PAUL C Director / Officer M-Exempt D Restricted Stock Units 3,900 0.00 0 D
2025-11-30 Oorlog Jonathan W JR Officer F-InKind D Common Stock 119 156.54 18.6K 22,544 D
2025-11-30 Larson Katherine H Officer M-Exempt A Common Stock 332 0.00 2,322 D
2025-11-30 Helal Tarek Officer M-Exempt A Common Stock 611 0.00 25,440 D
2025-11-30 Haynes Morgan Tarazeta J Officer M-Exempt A Common Stock 347 0.00 4,923 D
2025-11-30 Elwyn Tashtego S Officer M-Exempt D Restricted Stock Units 1,500 0.00 0 D
2025-11-30 Curtis Scott A Officer M-Exempt D Restricted Stock Units 1,500 0.00 0 D
2025-11-30 Campagnoli Vincent Officer M-Exempt D Restricted Stock Units 815 0.00 815 D
2025-11-30 Bunn James E Officer M-Exempt A Common Stock 4,636 0.00 82,863 D
2025-11-30 Allaire Bella Loykhter Officer M-Exempt D Restricted Stock Units 1,264 0.00 1,264 D
2025-11-30 Aisenbrey Christopher S Officer M-Exempt D Restricted Stock Units 900 0.00 0 D
2025-11-21 Larson Katherine H Officer A-Award A Restricted Stock Units 1,652 0.00 1,652 D
2025-11-20 Raney Steven M Officer G-Gift D Common Stock 1,611 0.00 42,351 D
2025-11-05 Campagnoli Vincent Officer G-Gift D Common Stock 949 0.00 26,287 D
2025-08-18 Haynes Morgan Tarazeta J Officer G-Gift D Common Stock 114 0.00 3,631 D
2025-08-12 Santelli Jonathan N Officer G-Gift D Common Stock 300 0.00 22,579 D
2025-05-29 Allaire Bella Loykhter Officer S-Sale D Common Stock 6,570 146.61 963.2K 74,586 D
2025-05-21 Begor Mark W Director A-Award A Common Stock 982 0.00 982 D
2025-05-20 Mistarz Cecily Director M-Exempt A Common Stock 1,186 0.00 1,186 D
2025-05-19 Elwyn Tashtego S Officer G-Gift D Common Stock 1,500 0.00 31,708 D
2025-04-28 Bunn James E Officer S-Sale D Common Stock 3,650 136.49 498.2K 78,227 D
2025-02-28 Aisenbrey Christopher S Officer F-InKind D Common Stock 470 151.73 71.3K 14,129 D
2025-02-20 Shoukry Paul M Director / Officer A-Award A Restricted Stock Units 15,666 0.00 15,666 D
2025-02-20 Seshadri Raj Director M-Exempt D Restricted Stock Units 1,711 0.00 0 D
2025-02-20 Mistarz Cecily Director A-Award A Restricted Stock Units 1,253 0.00 1,253 D
2025-02-20 MCGEARY RODERICK C Director A-Award A Common Stock 1,253 0.00 23,051 D
2025-02-20 MCDANIEL RAYMOND W Director A-Award A Common Stock 1,253 0.00 4,810 D
2025-02-20 Johnson Gordon L Director A-Award A Restricted Stock Units 250 0.00 2,895 D
2025-02-20 Helal Tarek Officer Common Stock 0 0.00 22,215 D
2025-02-20 Haynes Morgan Tarazeta J Officer Common Stock 0 0.00 3,745 D
2025-02-20 Gates Anne Director A-Award A Common Stock 1,253 0.00 15,545 D
2025-02-20 GARCIA ART A Director A-Award A Common Stock 1,253 0.00 5,689 D
2025-02-20 Esty Benjamin Director A-Award A Common Stock 1,253 0.00 30,491 D
2025-02-20 Edwards Jeffrey N Director A-Award A Restricted Stock Units 1,253 0.00 2,964 D
2025-02-20 DEBEL MARLENE Director M-Exempt A Common Stock 1,711 0.00 7,567 D
2025-02-20 Campagnoli Vincent Officer Common Stock 0 0.00 1,156 I
2025-01-31 Santelli Jonathan N Officer S-Sale D Common Stock 4,160 168.25 699.9K 22,879 D
2025-01-02 Shoukry Paul M Director / Officer F-InKind D Common Stock 2,033 155.33 315.8K 33,916 D
2025-01-02 Santelli Jonathan N Officer F-InKind D Common Stock 593 155.33 92.1K 27,039 D
2025-01-02 Raney Steven M Officer F-InKind D Common Stock 541 155.33 84.0K 43,843 D
2025-01-02 REILLY PAUL C Director / Officer F-InKind D Common Stock 26,748 155.33 4.15M 256,363 D
2025-01-02 Elwyn Tashtego S Officer F-InKind D Common Stock 1,289 155.33 200.2K 33,208 D
2025-01-02 Curtis Scott A Officer F-InKind D Common Stock 1,160 155.33 180.2K 188,140 D
2025-01-02 Bunn James E Officer F-InKind D Common Stock 8,779 155.33 1.36M 81,877 D
2025-01-02 Allaire Bella Loykhter Officer F-InKind D Common Stock 1,063 155.33 165.1K 81,156 D
2024-12-15 Shoukry Paul M Director / Officer M-Exempt A Common Stock 4,409 0.00 37,683 D
2024-12-15 Santelli Jonathan N Officer M-Exempt A Common Stock 1,297 0.00 28,142 D
2024-12-15 Raney Steven M Officer F-InKind D Common Stock 537 160.49 86.2K 44,384 D
2024-12-15 REILLY PAUL C Director / Officer M-Exempt A Common Stock 29,460 0.00 294,011 D
2024-12-15 Elwyn Tashtego S Officer M-Exempt D Restricted Stock Units 2,982 0.00 0 D
2024-12-15 Curtis Scott A Officer M-Exempt A Common Stock 3,112 0.00 190,451 D
2024-12-15 Bunn James E Officer M-Exempt D Restricted Stock Units 14,523 0.00 0 D
2024-12-15 Allaire Bella Loykhter Officer F-InKind D Common Stock 1,055 160.49 169.3K 82,219 D
2024-12-15 Aisenbrey Christopher S Officer M-Exempt D Restricted Stock Units 850 0.00 0 D
2024-12-13 Shoukry Paul M Director / Officer A-Award A Restricted Stock Units 7,950 0.00 7,950 D
2024-12-13 Santelli Jonathan N Officer A-Award A Restricted Stock Units 3,741 0.00 3,741 D
2024-12-13 Reid Shannon B Officer A-Award A Restricted Stock Units 3,741 0.00 3,741 D
2024-12-13 Raney Steven M Officer A-Award A Restricted Stock Units 3,741 0.00 3,741 D
2024-12-13 REILLY PAUL C Director / Officer A-Award A Restricted Stock Units 29,058 0.00 29,058 D
2024-12-13 Elwyn Tashtego S Officer S-Sale D Common Stock 10,000 159.47 1.59M 32,688 D
2024-12-13 Curtis Scott A Officer A-Award A Restricted Stock Units 4,053 0.00 4,053 D
2024-12-13 Coulter James Robert Edward Director / Officer A-Award A Restricted Stock Units 723 0.00 723 D
2024-12-13 Carter Horace Officer A-Award A Restricted Stock Units 935 0.00 935 D
2024-12-13 Bunn James E Officer A-Award A Restricted Stock Units 3,741 0.00 3,741 D
2024-12-13 Allaire Bella Loykhter Officer A-Award A Restricted Stock Units 3,741 0.00 3,741 D
2024-12-13 Aisenbrey Christopher S Officer A-Award A Restricted Stock Units 3,741 0.00 3,741 D
2024-12-12 Shoukry Paul M Director / Officer M-Exempt A Common Stock 900 0.00 33,628 D
2024-12-11 REILLY PAUL C Director / Officer G-Gift D Common Stock 18,559 0.00 264,551 D
2024-12-10 Coulter James Robert Edward Director / Officer M-Exempt D Restricted Stock Units 488 0.00 0 D
2024-12-09 Shoukry Paul M Director / Officer G-Gift D Common Stock 1,500 0.00 32,728 D
2024-12-09 Elwyn Tashtego S Officer G-Gift D Common Stock 325 0.00 42,688 D
2024-12-06 Oorlog Jonathan W JR Officer A-Award A Restricted Stock Units 577 0.00 577 D
2024-12-06 Larson Katherine H Officer A-Award A Restricted Stock Units 122 0.00 122 D
2024-12-06 Krauss David Officer A-Award A Restricted Stock Units 679 0.00 679 D
2024-12-05 Santelli Jonathan N Officer S-Sale D Common Stock 3,100 165.59 513.3K 26,845 D
2024-12-04 Reid Shannon B Officer G-Gift D Common Stock 315 0.00 8,320 D
2024-12-04 Carter Horace Officer S-Sale D Common Stock 5,000 165.03 825.1K 34,603 D
2024-12-03 Reid Shannon B Officer D Restricted Stock Units 179 0.00 0
2024-12-03 Oorlog Jonathan W JR Officer F-InKind D Common Stock 30 166.95 5.0K 19,034 D
2024-12-03 Larson Katherine H Officer G-Gift D Common Stock 60 0.00 2,094 D
2024-12-03 Elwyn Tashtego S Officer G-Gift D Common Stock 225 0.00 43,013 D
2024-12-03 Curtis Scott A Officer G-Gift D Common Stock 1,000 0.00 187,339 D
2024-12-03 Carter Horace Officer M-Exempt A Common Stock 7,836 0.00 42,686 D
2024-12-03 Allaire Bella Loykhter Officer S-Sale D Common Stock 3,451 165.62 571.6K 80,421 D
2024-12-02 Raney Steven M Officer S-Sale D Common Stock 3,709 167.39 620.8K 43,432 D
2024-12-02 REILLY PAUL C Director / Officer S-Sale D Common Stock 50,000 167.30 8.37M 283,110 D
2024-11-30 Shoukry Paul M Director / Officer M-Exempt D Restricted Stock Units 1,500 0.00 1,500 D
2024-11-30 Santelli Jonathan N Officer M-Exempt D Restricted Stock Units 1,500 0.00 1,500 D
2024-11-30 Reid Shannon B Officer M-Exempt D Restricted Stock Units 375 0.00 375 D
2024-11-30 Raney Steven M Officer F-InKind D Common Stock 449 169.28 76.0K 48,276 D
2024-11-30 REILLY PAUL C Director / Officer M-Exempt D Restricted Stock Units 3,900 0.00 3,900 D
2024-11-30 Oorlog Jonathan W JR Officer M-Exempt D Restricted Stock Units 750 0.00 750 D
2024-11-30 Larson Katherine H Officer M-Exempt D Restricted Stock Units 996 0.00 664 D
2024-11-30 Elwyn Tashtego S Officer F-InKind D Common Stock 1,380 169.28 233.6K 43,238 D
2024-11-30 Curtis Scott A Officer M-Exempt A Common Stock 1,500 0.00 190,192 D
2024-11-30 Carter Horace Officer F-InKind D Common Stock 383 169.28 64.8K 35,785 D
2024-11-30 Bunn James E Officer M-Exempt D Restricted Stock Units 1,500 0.00 1,500 D
2024-11-30 Allaire Bella Loykhter Officer M-Exempt A Common Stock 1,500 0.00 85,714 D
2024-11-30 Aisenbrey Christopher S Officer M-Exempt D Restricted Stock Units 2,086 0.00 1,390 D
2024-11-29 Santelli Jonathan N Officer G-Gift D Common Stock 355 0.00 24,468 D
2024-11-29 Raney Steven M Officer S-Sale D Common Stock 671 170.10 114.1K 54,073 D
2024-11-29 Elwyn Tashtego S Officer G-Gift D Common Stock 1,700 0.00 39,870 D
2024-11-29 Allaire Bella Loykhter Officer S-Sale D Common Stock 1,170 169.43 198.2K 80,421 D
2024-11-25 Shoukry Paul M Director / Officer A-Award A Common Stock 7,472 0.00 28,773 D
2024-11-25 Santelli Jonathan N Officer A-Award A Common Stock 2,197 0.00 24,823 D
2024-11-25 Raney Steven M Officer A-Award A Common Stock 2,462 0.00 54,744 D
2024-11-25 REILLY PAUL C Director / Officer A-Award A Common Stock 74,904 0.00 325,475 D
2024-11-25 Oorlog Jonathan W JR Officer A-Award A Restricted Stock Units 1,513 0.00 1,513 D
2024-11-25 Larson Katherine H Officer A-Award A Restricted Stock Units 1,392 0.00 1,392 D
2024-11-25 Krauss David Officer A-Award A Restricted Stock Units 2,421 0.00 2,421 D
2024-11-25 Elwyn Tashtego S Officer A-Award A Common Stock 5,055 0.00 41,570 D
2024-11-25 Curtis Scott A Officer A-Award A Common Stock 5,275 0.00 184,899 D
2024-11-25 Bunn James E Officer A-Award A Common Stock 24,615 0.00 72,502 D
2024-11-25 Allaire Bella Loykhter Officer A-Award A Common Stock 4,835 0.00 81,591 D
2024-11-22 Shoukry Paul M Director / Officer M-Exempt D Restricted Stock Units 1,500 0.00 0 D
2024-11-22 Santelli Jonathan N Officer M-Exempt D Restricted Stock Units 1,500 0.00 0 D
2024-11-22 Reid Shannon B Officer M-Exempt A Common Stock 375 0.00 7,749 D
2024-11-22 Raney Steven M Officer M-Exempt D Restricted Stock Units 1,500 0.00 0 D
2024-11-22 REILLY PAUL C Director / Officer M-Exempt A Common Stock 3,750 0.00 251,958 D
2024-11-22 Oorlog Jonathan W JR Officer F-InKind D Common Stock 146 163.78 23.9K 16,234 D
2024-11-22 Larson Katherine H Officer M-Exempt D Restricted Stock Units 450 0.00 0 D
2024-11-22 Elwyn Tashtego S Officer M-Exempt A Common Stock 1,500 0.00 36,880 D
2024-11-22 Curtis Scott A Officer M-Exempt A Common Stock 1,500 0.00 179,954 D
2024-11-22 Carter Horace Officer M-Exempt A Common Stock 750 0.00 31,182 D
2024-11-22 Bunn James E Officer M-Exempt A Common Stock 1,500 0.00 48,477 D
2024-11-22 Allaire Bella Loykhter Officer M-Exempt A Common Stock 1,500 0.00 77,086 D
2024-11-22 Aisenbrey Christopher S Officer M-Exempt A Common Stock 900 0.00 10,243 D
2024-10-01 Larson Katherine H Officer Common Stock 0 0.00 662 D
2024-09-30 Coulter James Robert Edward Director / Officer M-Exempt A Common Stock 2,058 0.00 17,975 D
2024-09-16 Krauss David Officer 0 0.00 0
2024-09-04 Curtis Scott A Officer G-Gift D Common Stock 1,000 0.00 178,454
2024-08-12 Elwyn Tashtego S Officer S-Sale D Common Stock 31,277 109.64 3.43M 35,380
2024-07-31 Shoukry Paul M Director / Officer G-Gift D Common Stock 2,500 0.00 20,166
2024-07-31 Allaire Bella Loykhter Officer S-Sale D Common Stock 17,363 115.00 2.00M 75,586
2024-05-20 Mistarz Cecily Director A-Award A Restricted Stock Units 1,186 0.00 1,186
2024-05-20 Bunn James E Officer A-Award A Restricted Stock Units 19,775 0.00 19,775
2024-05-03 Bunn James E Officer S-Sale D Common Stock 11,095 124.44 1.38M 46,977
2024-04-29 Allaire Bella Loykhter Officer G-Gift D Common Stock 100 0.00 92,949
2024-04-26 Raney Steven M Officer S-Sale D Common Stock 4,174 121.01 505.1K 51,009
2024-04-10 MCDANIEL RAYMOND W Director M-Exempt D Restricted Stock Units 1,846 0.00 0
2024-04-10 GARCIA ART A Director M-Exempt D Restricted Stock Units 1,846 0.00 0
2024-03-05 Reid Shannon B Officer G-Gift D Common Stock 10 0.00 7,316
2024-02-22 Seshadri Raj Director M-Exempt A Common Stock 1,643 0.00 9,515
2024-02-22 Reid Shannon B Officer A-Award A Restricted Stock Units 3,000 0.00 3,000
2024-02-22 MCGEARY RODERICK C Director M-Exempt A Common Stock 1,643 0.00 20,087
2024-02-22 MCDANIEL RAYMOND W Director A-Award A Restricted Stock Units 1,711 0.00 1,711

Executive team

Top executives
EBIT / Employee
185.7K
Shares Outstanding
194.88M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2022 Paul C. Reilly Chair and Chief Executive Officer 687.5K 17.01M 1.30M 19.00M 6.84%
2 2022 Scott A. Curtis President, Private Client Group 450.0K 4.00M 5.60M 10.05M 55.72%
3 2022 Tashtego S. Elwyn President and Chief Executive Officer Raymond James and Associates 450.0K 3.75M 5.60M 9.80M 57.14%
4 2022 James E. Bunn President Global Equities and Investment Banking 450.0K 6.50M 1.60M 8.55M 18.71%
5 2022 Paul M. Shoukry Chief Financial Officer 450.0K 4.30M 1.60M 6.35M 25.19%
6 2021 Paul C. Reilly Chair and Chief Executive Officer 500.0K 14.20M 1.30M 16.00M 8.12%
7 2021 Paul C. Reilly Chairman and Chief Executive Officer 500.0K 14.20M 1.30M 16.00M 8.12%
8 2021 James E. Bunn President Global Equities and Investment Banking 300.0K 7.50M 2.20M 10.00M 22.00%
9 2021 John C. Carson, Jr. President 300.0K 4.60M 599.9K 5.50M 10.91%
10 2021 Paul M. Shoukry Chief Financial Officer 300.0K 3.60M 1.10M 5.00M 22.00%
11 2021 Paul M. Shoukry Chief Financial Officer and Treasurer 300.0K 3.60M 1.10M 5.00M 22.00%
12 2021 Bella Loykhter Allaire Executive VP Technology and Operations 300.0K 3.00M 599.9K 3.90M 15.38%
13 2020 Paul C. Reilly Chair and Chief Executive Officer 500.0K 9.40M 1.23M 11.13M 11.06%
14 2020 Paul C. Reilly Chairman and Chief Executive Officer 500.0K 9.40M 1.23M 11.13M 11.06%
15 2020 James E. Bunn President Global Equities and Investment Banking 300.0K 3.65M 473.5K 4.42M 10.70%
16 2020 John C. Carson, Jr. President 300.0K 3.00M 473.5K 3.77M 12.55%
17 2020 Bella Loykhter Allaire Executive VP Technology and Operations 300.0K 2.35M 473.5K 3.12M 15.16%
18 2020 Paul M. Shoukry Chief Financial Officer 281.3K 1.60M 741.5K 2.62M 28.27%
19 2020 Paul M. Shoukry Chief Financial Officer and Treasurer 281.3K 1.60M 741.5K 2.62M 28.27%
20 2020 Jeffrey P. Julien Executive VP, Finance 300.0K 1.43M 284.1K 2.01M 14.14%
21 2019 Paul C. Reilly Chairman and Chief Executive Officer 500.0K 11.75M 1.10M 13.35M 8.25%
22 2019 James E. Bunn President Global Equities and Investment Banking — RJA 300.0K 4.30M 440.8K 5.04M 8.74%
23 2019 James E. Bunn President Global Equities and Investment Banking 300.0K 4.30M 440.8K 5.04M 8.74%
24 2019 Jeffrey P. Julien Executive VP, Finance and Chief Financial Officer 300.0K 2.95M 443.6K 3.69M 12.01%
25 2019 Jeffrey P. Julien Executive VP, Finance 300.0K 2.95M 443.6K 3.69M 12.01%
26 2019 Bella Loykhter Allaire Executive VP Technology and Operations — RJA 300.0K 2.75M 440.8K 3.49M 12.63%
27 2019 Bella Loykhter Allaire Executive VP Technology and Operations 300.0K 2.75M 440.8K 3.49M 12.63%
28 2019 Scott A. Curtis President Private Client Group 300.0K 2.55M 440.8K 3.29M 13.39%
29 2018 Paul C. Reilly Chairman and Chief Executive Officer 500.0K 11.00M 953.4K 12.45M 7.66%
30 2018 James E. Bunn President Global Equities and Investment Banking 281.3K 3.75M 381.4K 4.41M 8.64%
31 2018 James E. Bunn President Global Equities and Investment Banking — RJA 281.3K 3.75M 381.4K 4.41M 8.64%
32 2018 Jeffrey P. Julien Executive VP, Finance and Chief Financial Officer 295.0K 2.75M 381.4K 3.43M 11.13%
33 2018 Jeffrey P. Julien Executive VP, Finance 295.0K 2.75M 381.4K 3.43M 11.13%
34 2017 Paul C. Reilly Chairman and Chief Executive Officer 486.3K 9.50M 1.10M 11.09M 9.95%
35 2017 Jeffrey P. Julien Executive VP, Finance and Chief Financial Officer 280.0K 2.40M 441.5K 3.12M 14.14%
36 2012 Paul C. Reilly Chief Executive Officer – RJF 432.5K 425.0K 156.8K 2.75M 4.19M 13.89%
37 2012 Dennis W. Zank Chief Operating Officer – RJF Chief Executive Officer – RJA 296.5K 187.5K 156.8K 1.93M 2.75M 12.50%
38 2012 Chet Helck Executive VP – RJF CEO of Global Private Client Group – RJF 323.8K 181.2K 156.8K 1.89M 2.73M 12.38%
39 2012 Jeffrey P. Julien Executive VP, Finance Chief Financial Officer – RJF 243.8K 85.0K 156.8K 1.18M 1.75M 13.81%
40 2012 John C. Carson, Jr. President – RJF Head of Fixed Income; Chief Executive Officer – MK 150.0K 85.0K 1.18M 1.50M 5.67%
41 2011 Paul C. Reilly Chief Executive Officer – RJF 421.8K 371.5K 2.70M 4.29M 8.65%
42 2011 Chet Helck Executive VP – RJF CEO of Global Private Client Group – RJF 317.5K 512.5K 2.00M 3.23M 15.87%
43 2011 Dennis W. Zank Chief Operating Officer – RJF Chief Executive Officer – RJA 283.8K 371.5K 2.00M 3.06M 12.16%
44 2011 Jeffrey P. Julien Executive VP, Finance Chief Financial Officer – RJF 217.3K 371.5K 1.10M 1.84M 20.21%
45 2010 Paul C. Reilly Chief Executive Officer – RJF 409.0K 2.18M 3.01M 0.00%
46 2010 Chet Helck Executive VP – RJF CEO of Global Private Client Group – RJF 308.0K 1.70M 2.31M 0.00%
47 2010 Dennis W. Zank Chief Operating Officer – RJF Chief Executive Officer – RJA 271.9K 1.70M 2.27M 0.00%
48 2010 Jeffrey P. Julien Executive VP, Finance Chief Financial Officer – RJF 192.5K 900.0K 1.19M 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-02-04 DEFA14A
2026-01-07 DEFA14A
2026-01-07 DEFA14A
2026-01-07 DEFA14A
2026-01-07 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-27 8-K
2026-05-20 8-K
2026-05-19 8-K
2026-05-14 S-8
2026-05-14 13F-HR
2026-05-06 10-Q
2026-04-30 SC 13G
2026-04-22 8-K
2026-03-27 SC 13G/A
2026-03-25 8-K

Executive team

NameTitleCompensationGender
Paul Christopher Reilly Executive Chair 9M male
Paul Marone Shoukry Chief Executive Officer & Director 9M male
Tashtego Spring Elwyn President of Private Client Group 5M male
Bella Loykhter Allaire Chief Administrative Officer 5M female
James E. Bunn President of Capital Markets & Advisory 5M male
Scott Alan Curtis Chief Operating Officer 4M male
Jonathan W. Oorlog Jr. Senior Vice President, Chief Financial Officer & Controller 3M male
Andy Zolper Chief Information Officer male
Vincent Campagnoli EVice President of Technology & Operations male
Jonathan N. Santelli Executive Vice President, General Counsel & Corporate Secretary male
Katherine H. Larson Chief Accounting Officer female
Kristina Waugh Senior Vice President of Investor Relations and FP&A female
ESG Rating
B-
FINANCIAL - CAPITAL MARKETS
Rank: 81 out of 83
2015
E (Environmental)
55.0 / 59.1
Company / Sector avg.
S (Social)
60.4 / 74.1
Company / Sector avg.
G (Governance)
56.7 / 72.6
Company / Sector avg.
ESG Total
57.4 / 68.6
Company / Sector avg.
ESG Score History FINANCIAL - CAPITAL MARKETS
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2026-04-13 2026-05-13 Ro Khanna CA17 Spouse Purchase $1,001 - $15,000
2023-10-31 2023-11-08 Ro Khanna CA17 Spouse Purchase $1,001 - $15,000
2023-07-14 2024-08-21 Jared Moskowitz FL23 Sale (Full) $100,001 - $250,000
2023-05-23 2023-06-12 Ro Khanna CA17 Purchase $1,001 - $15,000
2023-03-24 2023-04-07 Ro Khanna CA17 Sale $1,001 - $15,000
2023-03-14 2023-04-07 Ro Khanna CA17 Spouse Sale $1,001 - $15,000
2023-03-06 2023-04-17 Daniel Goldman NY10 Sale (Full) $15,001 - $50,000
2023-01-31 2023-02-24 Daniel Goldman NY10 Purchase $15,001 - $50,000
2022-08-01 2022-09-08 Ro Khanna CA17 Purchase $1,001 - $15,000
2022-07-19 2022-08-09 Ro Khanna CA17 Spouse Purchase $1,001 - $15,000
2022-06-17 2022-07-07 Ro Khanna CA17 Sale $1,001 - $15,000
2022-06-16 2022-07-07 Ro Khanna CA17 Spouse Sale $1,001 - $15,000
2022-05-23 2022-06-10 Ro Khanna CA17 Spouse Purchase $1,001 - $15,000
2022-05-10 2022-06-10 Ro Khanna CA17 Purchase $1,001 - $15,000
2022-01-21 2022-02-08 Ro Khanna CA17 Spouse Purchase $1,001 - $15,000
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