Raymond James executive chair sells 5,770 shares
On July 27, 2026, Raymond James Financial executive chair of RJBank Steven M. Raney sold 5,770 shares of common stock in open‑market transactions at a weighted average price of $172.9693, with prices ranging from $172.83 to $173.13.
Rhea-AI Filing Summary
On July 27, 2026, Raymond James Financial executive chair of RJBank Steven M. Raney sold 5,770 shares of common stock in open‑market transactions at a weighted average price of $172.9693, with prices ranging from $172.83 to $173.13. After these transactions he directly holds 43,046 shares, which include shares acquired under the Employee Stock Purchase Plan, and indirectly holds 3,224 shares through an Employee Stock Ownership Plan. The sales were not reported as made under a Rule 10b5‑1 trading plan.
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Insights
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Insider Trade Summary
Net Seller: 5,770 shares
Net Sell
2 txns
Insider
Raney Steven M
Role
Executive Chair RJBank
Sold
5,770 shs ($998K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Sale | Common Stock F1, F2, F3 | 5,770 | $172.9693 | $998K |
| holding | Common Stock F4 | -- | -- | -- |
Holdings After Transaction:
Common Stock — 43,046 shares (Direct);
Common Stock — 3,224 shares (Indirect, ESOP)
Footnotes (4)
- F1. The reporting person effected multiple same-way open market sale transactions on the same day at different prices through a trade order executed by a broker-dealer. The reporting person has reported on a single line all such transactions that occurred within a one dollar price range. The reporting person hereby undertakes to provide upon request by the Securities and Exchange Commission staff, the issuer or a shareholder of the issuer, full information regarding the number of shares sold at each separate price.
- F2. Reflects the weighted average sale price. The range of prices for such transaction was $172.83 to $173.13.
- F3. Includes 40 shares of common stock acquired on March 3, 2026 and 43 shares of common stock acquired on June 2, 2026 pursuant to the registrant's Employee Stock Purchase Plan.
- F4. Includes shares of common stock acquired under the reporting person's Employee Stock Ownership Plan (ESOP) account through July 27, 2026.
Key Figures
Shares sold: 5,770 shares
Weighted average sale price: $172.9693 per share
Price range: $172.83 to $173.13
+3 more
6 metrics
Shares sold
5,770 shares
Common stock sold by Steven M. Raney on July 27, 2026
Weighted average sale price
$172.9693 per share
Open-market sale of Raymond James Financial common stock
Price range
$172.83 to $173.13
Range of prices for aggregated same-day sales
Direct holdings after sale
43,046 shares
Common stock directly held by Steven M. Raney after the transactions
Indirect ESOP holdings
3,224 shares
Common stock held through Employee Stock Ownership Plan as of July 27, 2026
ESPP acquisitions
40 and 43 shares
Shares acquired on March 3, 2026 and June 2, 2026 under the Employee Stock Purchase Plan
Key Terms
weighted average sale price, Employee Stock Purchase Plan, Employee Stock Ownership Plan (ESOP), open market sale transactions
4 terms
weighted average sale price financial
"Reflects the weighted average sale price for the reported transaction."
Employee Stock Purchase Plan financial
"shares of common stock acquired ... pursuant to the registrant's Employee Stock Purchase Plan."
An employee stock purchase plan is a company program that lets workers buy shares through small payroll deductions, often at a discount to the market price and after a set offering period. Think of it like a workplace savings plan that turns into ownership: it encourages employees to share in the company’s success and can create predictable buying or selling of stock that investors watch because it affects supply, demand and employee incentives.
Employee Stock Ownership Plan (ESOP) financial
"shares of common stock acquired under the reporting person's Employee Stock Ownership Plan (ESOP) account."
An employee stock ownership plan (ESOP) is a company-run retirement and ownership program that gives workers shares or the right to buy shares, so employees collectively hold part of the business. It matters to investors because ESOPs change who owns the company and can affect share supply, corporate incentives and long-term performance—think of it like turning employees into partial owners, which can align interests but also dilute existing shareholders or alter cash flows for payouts.
open market sale transactions financial
"multiple same-way open market sale transactions on the same day at different prices"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider stock transaction did Steven M. Raney report for RJF?
Steven M. Raney reported an open‑market sale of 5,770 shares of Raymond James Financial common stock. The transactions occurred on July 27, 2026 and were executed as multiple same‑day trades that were aggregated into one reported line.
Were Steven M. Raney’s RJF stock sales made under a Rule 10b5-1 plan?
The report indicates the sales were not made under a Rule 10b5‑1 trading plan. The Rule 10b5‑1 checkbox is not affirmed for these transactions, so the timing reflects discretionary open‑market sales rather than pre‑scheduled plan trades.
What ESOP and ESPP holdings in RJF stock does Raney disclose?
Raney’s direct holdings of 43,046 shares include stock acquired through an Employee Stock Purchase Plan, with specific purchases of 40 shares on March 3, 2026 and 43 shares on June 2, 2026. He also reports 3,224 shares held indirectly in an ESOP account.
AI-generated analysis. How Rhea-AI works. Not financial advice.
