Welcome to our dedicated page for Raymond James SEC filings (Ticker: RJF), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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Raymond James Financial Inc. filed a Form 13F-HR reporting its U.S. Section 13(f) equity holdings as of 06-30-2025. The report lists 15,750 information table entries with a total market value of $290,499,498,174. The filing identifies 13 other included managers (subsidiaries and related advisers) by name and Form 13F file number. The signatory is Rachel Jacobson, Manager, Operations, signing on behalf of the reporting manager. The filing notes a change in reporting approach beginning with the quarter ending December 31, 2024: the Reporting Person now uses Form 13F-HR to report positions held by subsidiaries, while subsidiaries with >$100 million under management will file Form 13F-NT and designate the Reporting Person as Other Manager Reporting.
This Form 4 discloses insider activity by Jonathan N. Santelli, identified as Executive Vice President, General Counsel and Secretary of Raymond James Financial, Inc. (RJF). The filing reports a gift transaction dated 08/12/2025 in which 300 shares of RJF common stock were transferred (transaction code G). After the reported transaction, the reporting person beneficially owned 22,579 shares directly. The filing also shows 539 shares held indirectly in an ESOP account, with the explanatory note stating those ESOP shares are included through August 12, 2025. The form is signed by an attorney-in-fact on behalf of Mr. Santelli on 08/14/2025.
The document is a routine Section 16 disclosure showing a non-derivative transfer by gift and the continued beneficial ownership breakdown between direct holdings and an ESOP account. No option grants, exercises, sales, or derivative transactions are reported on this form.