# RJF — Raymond James Financial Inc — dossier 2026-10-21 Worklist reason: a cross-checked input is marked mismatch; CIK 0000720005, NYSE, SIC 6211 Security Brokers, Dealers & Flotation Companies, state FL, fiscal year end 0930, Graham status "partial: 2" with score 61.8 computed 2026-10-21. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) ## 1. Business The FY2025 10-K (fiscal year ended September 30, 2025) states: "Raymond James Financial, Inc. (“RJF” or the “firm”) is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations, and municipalities." [10-K FY2025 Item 1](https://www.sec.gov/Archives/edgar/data/720005/000072000525000093/rjf-20250930.htm) It states that RJF was established in 1962, has been public since 1983, is listed on the NYSE as "RJF", and as a bank holding company and financial holding company is supervised by the Board of Governors of the Federal Reserve System. [10-K FY2025 Item 1](https://www.sec.gov/Archives/edgar/data/720005/000072000525000093/rjf-20250930.htm) The 10-K names five segments: Private Client Group (PCG), Capital Markets, Asset Management, Bank, and Other. [10-K FY2025 Item 1](https://www.sec.gov/Archives/edgar/data/720005/000072000525000093/rjf-20250930.htm) The 10-K states: "We had 8,943 employee and independent contractor financial advisors affiliated with us as of September 30, 2025." [10-K FY2025 Item 1](https://www.sec.gov/Archives/edgar/data/720005/000072000525000093/rjf-20250930.htm) The 10-K states that financial advisors affiliate directly as employees or independent contractors, or as employees of third-party RIAs and broker-dealers served through the RIA and Custody Services (RCS) division. [10-K FY2025 Item 1](https://www.sec.gov/Archives/edgar/data/720005/000072000525000093/rjf-20250930.htm) ## 2. Capital structure The most recent balance sheet in XBRL companyfacts is 2026-06-30 (10-Q filed 2026-08-05, accession 0000720005-26-000070): total assets $94,237,000,000, total liabilities $81,454,000,000. [XBRL companyfacts](https://data.sec.gov/api/xbrl/companyfacts/CIK0000720005.json) At 2026-06-30, stockholders' equity $12,699,000,000 and total equity including noncontrolling interests $12,783,000,000. [XBRL companyfacts](https://data.sec.gov/api/xbrl/companyfacts/CIK0000720005.json) Debt-related XBRL facts at 2026-06-30: OperatingLeaseLiability $568,000,000. [XBRL companyfacts](https://data.sec.gov/api/xbrl/companyfacts/CIK0000720005.json) Cash and cash equivalents were $9,977,000,000 at 2026-06-30. [XBRL companyfacts](https://data.sec.gov/api/xbrl/companyfacts/CIK0000720005.json) The 10-K states that on September 11, 2025 the firm issued $1.5 billion in senior notes, consisting of $650 million of 4.90% senior notes due 2035 and $850 million of 5.65% senior notes. [10-K FY2025](https://www.sec.gov/Archives/edgar/data/720005/000072000525000093/rjf-20250930.htm) The 10-K states that the firm amended its revolving credit facility to increase its borrowing capacity to $1 billion, and refers to it as the $1 billion unsecured revolving credit facility agreement (the "Credit Facility"). [10-K FY2025](https://www.sec.gov/Archives/edgar/data/720005/000072000525000093/rjf-20250930.htm) The 10-K states: "Our Bank segment’s liabilities also include borrowings from the Federal Home Loan Bank (“FHLB”)." [10-K FY2025](https://www.sec.gov/Archives/edgar/data/720005/000072000525000093/rjf-20250930.htm) ## 3. Earnings record Ten fiscal years as stored in the stock record (net income, diluted EPS as the record's value field, revenue); each value in the record carries its own SEC accession URL. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) | FY | Period end | Net income (USD) | Diluted EPS | Revenue (USD) | Source | |---|---|---|---|---|---| | 2016 | 2016-09-30 | 529,350,000 | 2.4333 | 5,521,120,000 | [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) | | 2017 | 2017-09-30 | 636,000,000 | 2.8867 | 6,525,000,000 | [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) | | 2018 | 2018-09-30 | 857,000,000 | 3.8333 | 7,476,000,000 | [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) | | 2019 | 2019-09-30 | 1,034,000,000 | 4.78 | 8,023,000,000 | [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) | | 2020 | 2020-09-30 | 818,000,000 | 3.88 | 8,168,000,000 | [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) | | 2021 | 2021-09-30 | 1,403,000,000 | 6.63 | 9,910,000,000 | [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) | | 2022 | 2022-09-30 | 1,509,000,000 | 6.98 | 11,308,000,000 | [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) | | 2023 | 2023-09-30 | 1,739,000,000 | 7.97 | 12,992,000,000 | [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) | | 2024 | 2024-09-30 | 2,068,000,000 | 9.7 | 14,923,000,000 | [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) | | 2025 | 2025-09-30 | 2,135,000,000 | 10.3 | 15,912,000,000 | [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) | EPS values marked split-adjusted in the record: FY2016 (reported 3.65, factor 1.5), FY2017 (reported 4.33, factor 1.5), FY2018 (reported 5.75, factor 1.5). [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) No year in this window has net income at or below zero. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) The record lists dividend years from 1986 through 2026 (41 entries). [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) ## 4. Recent filings 8-K filings dated 2026-04-24 through 2026-10-21 from the EDGAR submissions feed (8 filings), one line per item, with a verbatim extract from the item text cut at the first forward-looking word. [EDGAR submissions](https://data.sec.gov/submissions/CIK0000720005.json) - 2026-09-23 8-K Item 7.01: "Regulation FD Disclosure On September 23, 2026, Raymond James Financial, Inc. (the “Company”) issued a press release to disclose its operating data for August 2026. A copy of this press release is attached to this Current Report as Exhibit 99.1 and is incorporated herein by reference. The […]" [8-K 2026-09-23](https://www.sec.gov/Archives/edgar/data/720005/000072000526000077/rjf-20260923.htm) - 2026-09-23 8-K Item 9.01: "Financial Statements and Exhibits (d) Exhibits. The following are filed as exhibits to this report: Exhibit No. 99.1 Press release, dated September 23, 2026, issued by Raymond James Financial, Inc. 104 Cover Page Interactive Data File (embedded within the Inline XBRL document). SIGNATURES Pursuant […]" [8-K 2026-09-23](https://www.sec.gov/Archives/edgar/data/720005/000072000526000077/rjf-20260923.htm) - 2026-09-01 8-K Item 5.02: "Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers Appointment of New Director (d) On August 27, 2026, the Board of Directors (“Board”) of Raymond James Financial, Inc. (“Company”) appointed William W. […]" [8-K 2026-09-01](https://www.sec.gov/Archives/edgar/data/720005/000072000526000075/rjf-20260826.htm) - 2026-09-01 8-K Item 7.01: "Regulation FD Disclosure On August 26, 2026, Raymond James Financial, Inc. (the “Company”) issued a press release (the “Press Release”) announcing that the Board of Directors had declared on August 26, 2026 a quarterly dividend of $0.54 per share for each outstanding share of common stock of the […]" [8-K 2026-09-01](https://www.sec.gov/Archives/edgar/data/720005/000072000526000075/rjf-20260826.htm) - 2026-09-01 8-K Item 9.01: "Financial Statements and Exhibits (d) Exhibits. The following are filed as exhibits to this report: Exhibit No. Description 99.1 Press release, dated August 31, 2026, issued by Raymond James Financial, Inc. 99.2 Press release, dated August 26 , 2026, issued by Raymond James Financial, Inc. 104 […]" [8-K 2026-09-01](https://www.sec.gov/Archives/edgar/data/720005/000072000526000075/rjf-20260826.htm) - 2026-08-19 8-K Item 7.01: "Regulation FD Disclosure On August 19, 2026, Raymond James Financial, Inc. (the “Company”) issued a press release to disclose its operating data for July 2026. A copy of this press release is attached to this Current Report as Exhibit 99.1 and is incorporated herein by reference. The information […]" [8-K 2026-08-19](https://www.sec.gov/Archives/edgar/data/720005/000072000526000073/rjf-20260819.htm) - 2026-08-19 8-K Item 9.01: "Financial Statements and Exhibits (d) Exhibits. The following are filed as exhibits to this report: Exhibit No. 99.1 Press release, dated August 19, 2026, issued by Raymond James Financial, Inc. 104 Cover Page Interactive Data File (embedded within the Inline XBRL document). SIGNATURES Pursuant to […]" [8-K 2026-08-19](https://www.sec.gov/Archives/edgar/data/720005/000072000526000073/rjf-20260819.htm) - 2026-07-22 8-K Item 2.02: "Results of Operations and Financial Condition On July 22, 2026, Raymond James Financial, Inc. (the “Company”) issued a press release disclosing its results for the fiscal third quarter ended June 30, 2026. A copy of this press release is attached to this Current Report as Exhibit 99.1 and […]" [8-K 2026-07-22](https://www.sec.gov/Archives/edgar/data/720005/000072000526000066/rjf-20260722.htm) - 2026-07-22 8-K Item 9.01: "Financial Statements and Exhibits (d) Exhibits. The following are filed as exhibits to this report: Exhibit No. 99.1 Press release, dated July 22, 2026, issued by Raymond James Financial, Inc. 99.2 Financial Supplement Fiscal Third Quarter 2026 of Raymond James Financial, Inc. 99.3 Earnings […]" [8-K 2026-07-22](https://www.sec.gov/Archives/edgar/data/720005/000072000526000066/rjf-20260722.htm) - 2026-06-24 8-K Item 7.01: "Regulation FD Disclosure On June 24, 2026, Raymond James Financial, Inc. (the “Company”) issued a press release to disclose its operating data for May 2026. A copy of this press release is attached to this Current Report as Exhibit 99.1 and is incorporated herein by reference. The information in […]" [8-K 2026-06-24](https://www.sec.gov/Archives/edgar/data/720005/000072000526000063/rjf-20260624.htm) - 2026-06-24 8-K Item 9.01: "Financial Statements and Exhibits (d) Exhibits. The following are filed as exhibits to this report: Exhibit No. 99.1 Press release, dated June 24, 2026, issued by Raymond James Financial, Inc. 104 Cover Page Interactive Data File (embedded within the Inline XBRL document). SIGNATURES Pursuant to […]" [8-K 2026-06-24](https://www.sec.gov/Archives/edgar/data/720005/000072000526000063/rjf-20260624.htm) - 2026-05-27 8-K Item 7.01: "Regulation FD Disclosure As previously announced, Raymond James Financial, Inc. (the […]" [8-K 2026-05-27](https://www.sec.gov/Archives/edgar/data/720005/000072000526000060/rjf-20260527.htm) - 2026-05-27 8-K Item 9.01: "Financial Statements and Exhibits (d) Exhibits. The following are filed as exhibits to this report: Exhibit No. 99.1 Analyst & Investor Day Presentation - May 27 , 202 6 SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be […]" [8-K 2026-05-27](https://www.sec.gov/Archives/edgar/data/720005/000072000526000060/rjf-20260527.htm) - 2026-05-20 8-K Item 7.01: "Regulation FD Disclosure On May 20, 2026, Raymond James Financial, Inc. (the “Company”) issued a press release to disclose its operating data for April 2026. A copy of this press release is attached to this Current Report as Exhibit 99.1 and is incorporated herein by reference. The information in […]" [8-K 2026-05-20](https://www.sec.gov/Archives/edgar/data/720005/000072000526000058/rjf-20260520.htm) - 2026-05-20 8-K Item 9.01: "Financial Statements and Exhibits (d) Exhibits. The following are filed as exhibits to this report: Exhibit No. 99.1 Press release, dated May 20, 2026, issued by Raymond James Financial, Inc. 104 Cover Page Interactive Data File (embedded within the Inline XBRL document). SIGNATURES Pursuant to […]" [8-K 2026-05-20](https://www.sec.gov/Archives/edgar/data/720005/000072000526000058/rjf-20260520.htm) - 2026-05-19 8-K Item 7.01: "Regulation FD Disclosure On May 13, 2026, Raymond James Financial, Inc. (the “Company”) issued a press release (the “Press Release”) announcing that the Board of Directors had declared on May 13, 2026 a quarterly dividend of $0.54 per share for each outstanding share of common stock of the […]" [8-K 2026-05-19](https://www.sec.gov/Archives/edgar/data/720005/000072000526000056/rjf-20260513.htm) - 2026-05-19 8-K Item 9.01: "Financial Statements and Exhibits (d) Exhibits. The following are filed as exhibits to this report: Exhibit No. Description 99.1 Press release, dated May 13, 2026, issued by Raymond James Financial, Inc. 104 Cover Page Interactive Data File (embedded within the Inline XBRL document). SIGNATURES […]" [8-K 2026-05-19](https://www.sec.gov/Archives/edgar/data/720005/000072000526000056/rjf-20260513.htm) ## 5. Insiders Non-derivative Form 4 transactions from filings dated 2025-10-21 through 2026-10-21 (65 Form 4 documents), parsed from each filing's XML (code P purchase, S sale, A grant, F tax withholding, M option exercise, G gift, D disposition to issuer). [EDGAR Form 4 list](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000720005&type=4) | Txn date | Reporting owner | Role | Security | Code | Shares | Price | Owned after | 10b5-1 / private placement | Source | |---|---|---|---|---|---|---|---|---|---| | 2026-08-28 | Allaire Bella Loykhter | Chief Admin Officer | Common Stock | S | 7,500 | 177.5975 | 46,086 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520826007407/doc4.xml) | | 2026-08-20 | Helal Tarek | Chief Strategy Officer | Common Stock | G | 23,397 | 0 | 48,537 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520826007342/doc4.xml) | | 2026-08-20 | Helal Tarek | Chief Strategy Officer | Common Stock | G | 23,397 | 0 | 25,140 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520826007342/doc4.xml) | | 2026-08-18 | Curtis Scott A | Chief Operating Officer | Common Stock | G | 1,000 | 0 | 191,418 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520826007224/doc4.xml) | | 2026-07-28 | Elwyn Tashtego S | President, PCG | Common Stock | S | 10,000 | 176.0552 | 45,114 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520826006781/doc4.xml) | | 2026-07-27 | Raney Steven M | Executive Chair RJBank | Common Stock | S | 5,770 | 172.9693 | 43,046 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520826006757/doc4.xml) | | 2026-03-19 | Allaire Bella Loykhter | Chief Admin Officer | Common Stock | S | 29,551 | 142.34 | 53,586 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520826003890/doc4.xml) | | 2026-02-28 | Aisenbrey Christopher S | Chief Human Resources Officer | Common Stock | M | 600 | 0 | 17,622 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520826002940/doc4.xml) | | 2026-02-28 | Aisenbrey Christopher S | Chief Human Resources Officer | Common Stock | F | 132 | 153.08 | 17,490 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520826002940/doc4.xml) | | 2026-02-24 | Edwards Jeffrey N | Director | Common Stock | G | 1,503.5 | 0 | 9,533 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520826002653/doc4.xml) | | 2026-02-24 | Edwards Jeffrey N | Director | Common Stock | G | 1,503.5 | 0 | 22,008 (I) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520826002653/doc4.xml) | | 2026-02-19 | Seshadri Raj | Director | Common Stock | A | 1,303 | 0 | 13,782 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520826002385/doc4.xml) | | 2026-02-19 | MCDANIEL RAYMOND W | Director | Common Stock | A | 1,303 | 0 | 6,113 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520826002384/doc4.xml) | | 2026-02-19 | MCGEARY RODERICK C | Director | Common Stock | A | 1,303 | 0 | 24,354 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520826002383/doc4.xml) | | 2026-02-19 | Gates Anne | Director | Common Stock | A | 1,303 | 0 | 16,848 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520826002382/doc4.xml) | | 2026-02-19 | GARCIA ART A | Director | Common Stock | A | 1,303 | 0 | 6,992 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520826002381/doc4.xml) | | 2026-02-19 | Esty Benjamin | Director | Common Stock | A | 1,303 | 0 | 31,794 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520826002380/doc4.xml) | | 2026-02-19 | Mistarz Cecily | Director | Common Stock | A | 1,303 | 0 | 2,489 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520826002379/doc4.xml) | | 2026-02-19 | Mistarz Cecily | Director | Common Stock | M | 1,253 | 0 | 3,742 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520826002379/doc4.xml) | | 2026-02-19 | Mistarz Cecily | Director | Common Stock | M | 250 | 0 | 3,992 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520826002379/doc4.xml) | | 2026-02-19 | Mistarz Cecily | Director | Common Stock | M | 250 | 0 | 4,242 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520826002379/doc4.xml) | | 2026-02-19 | Edwards Jeffrey N | Director | Common Stock | M | 1,253 | 0 | 11,036.5 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520826002378/doc4.xml) | | 2026-02-19 | DEBEL MARLENE | Director | Common Stock | M | 1,253 | 0 | 8,820 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520826002377/doc4.xml) | | 2026-02-19 | Begor Mark W | Director | Common Stock | A | 1,303 | 0 | 2,285 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520826002376/doc4.xml) | | 2026-02-04 | Santelli Jonathan N | EVP, General Counsel | Common Stock | S | 4,500 | 170.462 | 26,853 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520826001359/doc4.xml) | | 2026-01-30 | Edwards Jeffrey N | Director | Common Stock | G | 20,504.5 | 0 | 9,783.5 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520826001141/doc4.xml) | | 2026-01-30 | Edwards Jeffrey N | Director | Common Stock | G | 20,504.5 | 0 | 20,504.5 (I) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520826001141/doc4.xml) | | 2025-12-30 | Helal Tarek | Chief Strategy Officer | Common Stock | G | 80 | 0 | 81 (I) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520826000002/doc4.xml) | | 2025-12-30 | Helal Tarek | Chief Strategy Officer | Common Stock | G | 81 | 0 | 0 (I) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520826000002/doc4.xml) | | 2025-12-30 | Helal Tarek | Chief Strategy Officer | Common Stock | G | 81 | 0 | 81 (I) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520826000002/doc4.xml) | | 2025-12-15 | Santelli Jonathan N | EVP, Gen Counsel, Secy | Common Stock | M | 3,264 | 0 | 30,827 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010067/doc4.xml) | | 2025-12-15 | Santelli Jonathan N | EVP, Gen Counsel, Secy | Common Stock | M | 2,720 | 0 | 33,547 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010067/doc4.xml) | | 2025-12-15 | Santelli Jonathan N | EVP, Gen Counsel, Secy | Common Stock | M | 1,644 | 0 | 35,191 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010067/doc4.xml) | | 2025-12-15 | Santelli Jonathan N | EVP, Gen Counsel, Secy | Common Stock | F | 647 | 163.85 | 34,544 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010067/doc4.xml) | | 2025-12-15 | Santelli Jonathan N | EVP, Gen Counsel, Secy | Common Stock | F | 837 | 163.85 | 33,707 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010067/doc4.xml) | | 2025-12-15 | Santelli Jonathan N | EVP, Gen Counsel, Secy | Common Stock | F | 1,070 | 163.85 | 32,637 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010067/doc4.xml) | | 2025-12-15 | Santelli Jonathan N | EVP, Gen Counsel, Secy | Common Stock | F | 1,284 | 163.85 | 31,353 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010067/doc4.xml) | | 2025-12-15 | Raney Steven M | Executive Chair RJBank | Common Stock | M | 3,264 | 0 | 49,718 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010066/doc4.xml) | | 2025-12-15 | Raney Steven M | Executive Chair RJBank | Common Stock | M | 1,474 | 0 | 51,192 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010066/doc4.xml) | | 2025-12-15 | Raney Steven M | Executive Chair RJBank | Common Stock | F | 547 | 163.85 | 50,645 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010066/doc4.xml) | | 2025-12-15 | Raney Steven M | Executive Chair RJBank | Common Stock | F | 705 | 163.85 | 49,940 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010066/doc4.xml) | | 2025-12-15 | Raney Steven M | Executive Chair RJBank | Common Stock | F | 1,207 | 163.85 | 48,733 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010066/doc4.xml) | | 2025-12-15 | Allaire Bella Loykhter | Chief Admin Officer | Common Stock | M | 3,287 | 0 | 83,871 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010063/doc4.xml) | | 2025-12-15 | Allaire Bella Loykhter | Chief Admin Officer | Common Stock | M | 3,264 | 0 | 87,135 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010063/doc4.xml) | | 2025-12-15 | Allaire Bella Loykhter | Chief Admin Officer | Common Stock | F | 1,207 | 163.85 | 85,928 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010063/doc4.xml) | | 2025-12-15 | Allaire Bella Loykhter | Chief Admin Officer | Common Stock | F | 1,217 | 163.85 | 84,711 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010063/doc4.xml) | | 2025-12-15 | Allaire Bella Loykhter | Chief Admin Officer | Common Stock | F | 1,574 | 163.85 | 83,137 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010063/doc4.xml) | | 2025-12-15 | Curtis Scott A | Chief Operating Officer | Common Stock | M | 27,203 | 0 | 200,346 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010060/doc4.xml) | | 2025-12-15 | Curtis Scott A | Chief Operating Officer | Common Stock | M | 4,761 | 0 | 205,107 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010060/doc4.xml) | | 2025-12-15 | Curtis Scott A | Chief Operating Officer | Common Stock | M | 3,264 | 0 | 208,371 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010060/doc4.xml) | | 2025-12-15 | Curtis Scott A | Chief Operating Officer | Common Stock | F | 1,258 | 163.85 | 207,113 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010060/doc4.xml) | | 2025-12-15 | Curtis Scott A | Chief Operating Officer | Common Stock | F | 1,835 | 163.85 | 205,278 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010060/doc4.xml) | | 2025-12-15 | Curtis Scott A | Chief Operating Officer | Common Stock | F | 2,375 | 163.85 | 202,903 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010060/doc4.xml) | | 2025-12-15 | Curtis Scott A | Chief Operating Officer | Common Stock | F | 10,485 | 163.85 | 192,418 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010060/doc4.xml) | | 2025-12-15 | Bunn James E | President, Capital Markets | Common Stock | M | 10,428 | 0 | 105,878 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010057/doc4.xml) | | 2025-12-15 | Bunn James E | President, Capital Markets | Common Stock | M | 5,440 | 0 | 111,318 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010057/doc4.xml) | | 2025-12-15 | Bunn James E | President, Capital Markets | Common Stock | M | 3,264 | 0 | 114,582 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010057/doc4.xml) | | 2025-12-15 | Bunn James E | President, Capital Markets | Common Stock | F | 1,284 | 163.85 | 113,298 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010057/doc4.xml) | | 2025-12-15 | Bunn James E | President, Capital Markets | Common Stock | F | 2,140 | 163.85 | 111,158 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010057/doc4.xml) | | 2025-12-15 | Bunn James E | President, Capital Markets | Common Stock | F | 4,105 | 163.85 | 107,053 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010057/doc4.xml) | | 2025-12-15 | Bunn James E | President, Capital Markets | Common Stock | F | 5,312 | 163.85 | 101,741 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010057/doc4.xml) | | 2025-12-15 | Aisenbrey Christopher S | Chief Human Resources Officer | Common Stock | M | 3,264 | 0 | 19,363 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010055/doc4.xml) | | 2025-12-15 | Aisenbrey Christopher S | Chief Human Resources Officer | Common Stock | M | 589 | 0 | 19,952 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010055/doc4.xml) | | 2025-12-15 | Aisenbrey Christopher S | Chief Human Resources Officer | Common Stock | F | 218 | 163.85 | 19,734 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010055/doc4.xml) | | 2025-12-15 | Aisenbrey Christopher S | Chief Human Resources Officer | Common Stock | F | 282 | 163.85 | 19,452 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010055/doc4.xml) | | 2025-12-15 | Aisenbrey Christopher S | Chief Human Resources Officer | Common Stock | F | 1,207 | 163.85 | 18,245 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010055/doc4.xml) | | 2025-12-15 | Aisenbrey Christopher S | Chief Human Resources Officer | Common Stock | G | 1,223 | 0 | 17,022 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010055/doc4.xml) | | 2025-12-15 | Haynes Morgan Tarazeta J | Chief Audit Executive | Common Stock | M | 898 | 0 | 4,891 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010054/doc4.xml) | | 2025-12-15 | Haynes Morgan Tarazeta J | Chief Audit Executive | Common Stock | M | 403 | 0 | 5,294 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010054/doc4.xml) | | 2025-12-15 | Haynes Morgan Tarazeta J | Chief Audit Executive | Common Stock | M | 272 | 0 | 5,566 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010054/doc4.xml) | | 2025-12-15 | Haynes Morgan Tarazeta J | Chief Audit Executive | Common Stock | F | 93 | 163.85 | 5,473 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010054/doc4.xml) | | 2025-12-15 | Haynes Morgan Tarazeta J | Chief Audit Executive | Common Stock | F | 138 | 163.85 | 5,335 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010054/doc4.xml) | | 2025-12-15 | Haynes Morgan Tarazeta J | Chief Audit Executive | Common Stock | F | 307 | 163.85 | 5,028 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010054/doc4.xml) | | 2025-12-15 | Shoukry Paul M | Director, CEO | Common Stock | M | 5,441 | 0 | 48,716 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010052/doc4.xml) | | 2025-12-15 | Shoukry Paul M | Director, CEO | Common Stock | M | 5,440 | 0 | 54,156 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010052/doc4.xml) | | 2025-12-15 | Shoukry Paul M | Director, CEO | Common Stock | M | 3,264 | 0 | 57,420 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010052/doc4.xml) | | 2025-12-15 | Shoukry Paul M | Director, CEO | Common Stock | F | 1,284 | 163.85 | 56,136 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010052/doc4.xml) | | 2025-12-15 | Shoukry Paul M | Director, CEO | Common Stock | F | 2,140 | 163.85 | 53,996 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010052/doc4.xml) | | 2025-12-15 | Shoukry Paul M | Director, CEO | Common Stock | F | 2,142 | 163.85 | 51,854 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010052/doc4.xml) | | 2025-12-15 | Shoukry Paul M | Director, CEO | Common Stock | F | 2,771 | 163.85 | 49,083 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010052/doc4.xml) | | 2025-12-15 | Shoukry Paul M | Director, CEO | Common Stock | G | 8,704 | 0 | 40,379 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010052/doc4.xml) | | 2025-12-15 | Elwyn Tashtego S | President, PCG | Common Stock | M | 27,203 | 0 | 63,431 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010024/doc4.xml) | | 2025-12-15 | Elwyn Tashtego S | President, PCG | Common Stock | M | 4,194 | 0 | 67,625 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010024/doc4.xml) | | 2025-12-15 | Elwyn Tashtego S | President, PCG | Common Stock | M | 3,264 | 0 | 70,889 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010024/doc4.xml) | | 2025-12-15 | Elwyn Tashtego S | President, PCG | Common Stock | F | 1,284 | 163.85 | 69,605 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010024/doc4.xml) | | 2025-12-15 | Elwyn Tashtego S | President, PCG | Common Stock | F | 1,651 | 163.85 | 67,954 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010024/doc4.xml) | | 2025-12-15 | Elwyn Tashtego S | President, PCG | Common Stock | F | 2,136 | 163.85 | 65,818 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010024/doc4.xml) | | 2025-12-15 | Elwyn Tashtego S | President, PCG | Common Stock | F | 10,704 | 163.85 | 55,114 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010024/doc4.xml) | | 2025-12-15 | REILLY PAUL C | Director, Executive Chair | Common Stock | M | 54,406 | 0 | 480,526 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010012/doc4.xml) | | 2025-12-15 | REILLY PAUL C | Director, Executive Chair | Common Stock | M | 30,853 | 0 | 511,379 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010012/doc4.xml) | | 2025-12-15 | REILLY PAUL C | Director, Executive Chair | Common Stock | M | 7,073 | 0 | 518,452 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010012/doc4.xml) | | 2025-12-15 | REILLY PAUL C | Director, Executive Chair | Common Stock | F | 2,652 | 163.85 | 515,800 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010012/doc4.xml) | | 2025-12-15 | REILLY PAUL C | Director, Executive Chair | Common Stock | F | 11,570 | 163.85 | 504,230 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010012/doc4.xml) | | 2025-12-15 | REILLY PAUL C | Director, Executive Chair | Common Stock | S | 20,270 | 164.2168 | 483,960 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010012/doc4.xml) | | 2025-12-15 | REILLY PAUL C | Director, Executive Chair | Common Stock | F | 20,399 | 163.85 | 463,561 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010012/doc4.xml) | | 2025-12-15 | REILLY PAUL C | Director, Executive Chair | Common Stock | F | 22,466 | 163.85 | 441,095 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010012/doc4.xml) | | 2025-12-15 | REILLY PAUL C | Director, Executive Chair | Common Stock | G | 30,516 | 0 | 410,579 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010012/doc4.xml) | | 2025-12-15 | REILLY PAUL C | Director, Executive Chair | Common Stock | F | 39,616 | 163.85 | 370,963 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010012/doc4.xml) | | 2025-12-15 | REILLY PAUL C | Director, Executive Chair | Common Stock | S | 53,660 | 163.2362 | 317,303 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010012/doc4.xml) | | 2025-12-15 | REILLY PAUL C | Director, Executive Chair | Common Stock | S | 56,757 | 162.685 | 260,546 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010012/doc4.xml) | | 2025-12-12 | Elwyn Tashtego S | President, PCG | Common Stock | G | 2,703 | 0 | 36,228 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825010024/doc4.xml) | | 2025-12-10 | Campagnoli Vincent | EVP, Technology & Operations | Common Stock | G | 60 | 0 | 32,685 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009879/doc4.xml) | | 2025-12-04 | Curtis Scott A | Chief Operating Officer | Common Stock | G | 1,022 | 0 | 173,143 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009854/doc4a.xml) | | 2025-12-04 | Haynes Morgan Tarazeta J | Chief Audit Executive | Common Stock | G | 616 | 0 | 3,993 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009779/doc4.xml) | | 2025-12-04 | Curtis Scott A | Chief Operating Officer | Common Stock | G | 1,021 | 0 | 173,144 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009657/doc4.xml) | | 2025-12-02 | Shoukry Paul M | Director, CEO | Common Stock | A | 7,043 | 0 | 43,275 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009673/doc4.xml) | | 2025-12-02 | Santelli Jonathan N | EVP, Gen Counsel, Secy | Common Stock | A | 2,128 | 0 | 27,563 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009672/doc4.xml) | | 2025-12-02 | Raney Steven M | Executive Chair RJBank | Common Stock | A | 1,908 | 0 | 46,415 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009671/doc4.xml) | | 2025-12-02 | Allaire Bella Loykhter | Chief Admin Officer | Common Stock | A | 4,256 | 0 | 80,584 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009670/doc4.xml) | | 2025-12-02 | Elwyn Tashtego S | President, PCG | Common Stock | A | 5,429 | 0 | 38,931 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009669/doc4.xml) | | 2025-12-02 | Bunn James E | President, Capital Markets | Common Stock | A | 13,501 | 0 | 95,450 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009668/doc4.xml) | | 2025-12-02 | Aisenbrey Christopher S | Chief Human Resources Officer | Common Stock | A | 763 | 0 | 16,099 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009667/doc4.xml) | | 2025-12-02 | REILLY PAUL C | Director, Executive Chair | Common Stock | A | 105,657 | 0 | 366,204 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009666/doc4.xml) | | 2025-12-02 | REILLY PAUL C | Director, Executive Chair | Common Stock | A | 59,916 | 0 | 426,120 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009666/doc4.xml) | | 2025-12-02 | Curtis Scott A | Chief Operating Officer | Common Stock | A | 6,163 | 0 | 174,165 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009657/doc4.xml) | | 2025-12-02 | Campagnoli Vincent | EVP, Technology & Operations | Common Stock | M | 4,662 | 0 | 34,188 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009586/doc4.xml) | | 2025-12-02 | Campagnoli Vincent | EVP, Technology & Operations | Common Stock | F | 1,443 | 155.83 | 32,745 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009586/doc4.xml) | | 2025-12-02 | Helal Tarek | Chief Strategy Officer | Common Stock | M | 442 | 0 | 25,136 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009585/doc4.xml) | | 2025-12-02 | Helal Tarek | Chief Strategy Officer | Common Stock | F | 107 | 155.83 | 25,029 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009585/doc4.xml) | | 2025-12-02 | Larson Katherine H | Chief Accounting Officer | Common Stock | M | 93 | 0 | 1,997 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009584/doc4.xml) | | 2025-12-02 | Larson Katherine H | Chief Accounting Officer | Common Stock | F | 22 | 155.83 | 1,975 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009584/doc4.xml) | | 2025-12-02 | Oorlog Jonathan W JR | Chief Financial Officer | Common Stock | M | 631 | 0 | 22,515 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009583/doc4.xml) | | 2025-12-02 | Oorlog Jonathan W JR | Chief Financial Officer | Common Stock | F | 138 | 155.83 | 22,377 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009583/doc4.xml) | | 2025-11-30 | Shoukry Paul M | Director, CEO | Common Stock | M | 2,318 | 0 | 36,234 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009596/doc4.xml) | | 2025-11-30 | Shoukry Paul M | Director, CEO | Common Stock | M | 1,500 | 0 | 37,734 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009596/doc4.xml) | | 2025-11-30 | Shoukry Paul M | Director, CEO | Common Stock | F | 590 | 156.54 | 37,144 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009596/doc4.xml) | | 2025-11-30 | Shoukry Paul M | Director, CEO | Common Stock | F | 912 | 156.54 | 36,232 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009596/doc4.xml) | | 2025-11-30 | Santelli Jonathan N | EVP, Gen Counsel, Secy | Common Stock | M | 1,500 | 0 | 24,079 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009595/doc4.xml) | | 2025-11-30 | Santelli Jonathan N | EVP, Gen Counsel, Secy | Common Stock | M | 1,264 | 0 | 25,343 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009595/doc4.xml) | | 2025-11-30 | Santelli Jonathan N | EVP, Gen Counsel, Secy | Common Stock | M | 1,011 | 0 | 26,354 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009595/doc4.xml) | | 2025-11-30 | Santelli Jonathan N | EVP, Gen Counsel, Secy | Common Stock | F | 246 | 156.54 | 26,108 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009595/doc4.xml) | | 2025-11-30 | Santelli Jonathan N | EVP, Gen Counsel, Secy | Common Stock | F | 307 | 156.54 | 25,801 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009595/doc4.xml) | | 2025-11-30 | Santelli Jonathan N | EVP, Gen Counsel, Secy | Common Stock | F | 366 | 156.54 | 25,435 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009595/doc4.xml) | | 2025-11-30 | REILLY PAUL C | Director, Executive Chair | Common Stock | M | 3,900 | 0 | 260,263 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009593/doc4.xml) | | 2025-11-30 | REILLY PAUL C | Director, Executive Chair | Common Stock | M | 2,740 | 0 | 263,003 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009593/doc4.xml) | | 2025-11-30 | REILLY PAUL C | Director, Executive Chair | Common Stock | F | 1,013 | 156.54 | 261,990 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009593/doc4.xml) | | 2025-11-30 | REILLY PAUL C | Director, Executive Chair | Common Stock | F | 1,443 | 156.54 | 260,547 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009593/doc4.xml) | | 2025-11-30 | Raney Steven M | Executive Chair RJBank | Common Stock | M | 1,500 | 0 | 43,851 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009592/doc4.xml) | | 2025-11-30 | Raney Steven M | Executive Chair RJBank | Common Stock | M | 1,264 | 0 | 45,115 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009592/doc4.xml) | | 2025-11-30 | Raney Steven M | Executive Chair RJBank | Common Stock | F | 278 | 156.54 | 44,837 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009592/doc4.xml) | | 2025-11-30 | Raney Steven M | Executive Chair RJBank | Common Stock | F | 330 | 156.54 | 44,507 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009592/doc4.xml) | | 2025-11-30 | Allaire Bella Loykhter | Chief Admin Officer | Common Stock | M | 1,500 | 0 | 76,086 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009591/doc4.xml) | | 2025-11-30 | Allaire Bella Loykhter | Chief Admin Officer | Common Stock | M | 1,264 | 0 | 77,350 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009591/doc4.xml) | | 2025-11-30 | Allaire Bella Loykhter | Chief Admin Officer | Common Stock | F | 467 | 156.54 | 76,883 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009591/doc4.xml) | | 2025-11-30 | Allaire Bella Loykhter | Chief Admin Officer | Common Stock | F | 555 | 156.54 | 76,328 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009591/doc4.xml) | | 2025-11-30 | Haynes Morgan Tarazeta J | Chief Audit Executive | Common Stock | M | 495 | 0 | 4,126 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009590/doc4.xml) | | 2025-11-30 | Haynes Morgan Tarazeta J | Chief Audit Executive | Common Stock | M | 450 | 0 | 4,576 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009590/doc4.xml) | | 2025-11-30 | Haynes Morgan Tarazeta J | Chief Audit Executive | Common Stock | M | 347 | 0 | 4,923 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009590/doc4.xml) | | 2025-11-30 | Haynes Morgan Tarazeta J | Chief Audit Executive | Common Stock | F | 84 | 156.54 | 4,839 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009590/doc4.xml) | | 2025-11-30 | Haynes Morgan Tarazeta J | Chief Audit Executive | Common Stock | F | 110 | 156.54 | 4,729 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009590/doc4.xml) | | 2025-11-30 | Haynes Morgan Tarazeta J | Chief Audit Executive | Common Stock | F | 120 | 156.54 | 4,609 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009590/doc4.xml) | | 2025-11-30 | Elwyn Tashtego S | President, PCG | Common Stock | M | 1,500 | 0 | 33,208 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009589/doc4.xml) | | 2025-11-30 | Elwyn Tashtego S | President, PCG | Common Stock | M | 1,264 | 0 | 34,472 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009589/doc4.xml) | | 2025-11-30 | Elwyn Tashtego S | President, PCG | Common Stock | F | 443 | 156.54 | 34,029 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009589/doc4.xml) | | 2025-11-30 | Elwyn Tashtego S | President, PCG | Common Stock | F | 527 | 156.54 | 33,502 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009589/doc4.xml) | | 2025-11-30 | Curtis Scott A | Chief Operating Officer | Common Stock | M | 1,500 | 0 | 167,626 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009588/doc4.xml) | | 2025-11-30 | Curtis Scott A | Chief Operating Officer | Common Stock | M | 1,264 | 0 | 168,890 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009588/doc4.xml) | | 2025-11-30 | Curtis Scott A | Chief Operating Officer | Common Stock | F | 406 | 156.54 | 168,484 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009588/doc4.xml) | | 2025-11-30 | Curtis Scott A | Chief Operating Officer | Common Stock | F | 482 | 156.54 | 168,002 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009588/doc4.xml) | | 2025-11-30 | Campagnoli Vincent | EVP, Technology & Operations | Common Stock | M | 2,220 | 0 | 28,507 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009586/doc4.xml) | | 2025-11-30 | Campagnoli Vincent | EVP, Technology & Operations | Common Stock | M | 1,200 | 0 | 29,707 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009586/doc4.xml) | | 2025-11-30 | Campagnoli Vincent | EVP, Technology & Operations | Common Stock | M | 815 | 0 | 30,522 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009586/doc4.xml) | | 2025-11-30 | Campagnoli Vincent | EVP, Technology & Operations | Common Stock | F | 191 | 156.54 | 30,331 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009586/doc4.xml) | | 2025-11-30 | Campagnoli Vincent | EVP, Technology & Operations | Common Stock | F | 283 | 156.54 | 30,048 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009586/doc4.xml) | | 2025-11-30 | Campagnoli Vincent | EVP, Technology & Operations | Common Stock | F | 522 | 156.54 | 29,526 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009586/doc4.xml) | | 2025-11-30 | Helal Tarek | Chief Strategy Officer | Common Stock | M | 1,554 | 0 | 23,929 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009585/doc4.xml) | | 2025-11-30 | Helal Tarek | Chief Strategy Officer | Common Stock | M | 900 | 0 | 24,829 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009585/doc4.xml) | | 2025-11-30 | Helal Tarek | Chief Strategy Officer | Common Stock | M | 611 | 0 | 25,440 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009585/doc4.xml) | | 2025-11-30 | Helal Tarek | Chief Strategy Officer | Common Stock | F | 148 | 156.54 | 25,292 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009585/doc4.xml) | | 2025-11-30 | Helal Tarek | Chief Strategy Officer | Common Stock | F | 220 | 156.54 | 25,072 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009585/doc4.xml) | | 2025-11-30 | Helal Tarek | Chief Strategy Officer | Common Stock | F | 378 | 156.54 | 24,694 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009585/doc4.xml) | | 2025-11-30 | Larson Katherine H | Chief Accounting Officer | Common Stock | M | 863 | 0 | 1,465 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009584/doc4.xml) | | 2025-11-30 | Larson Katherine H | Chief Accounting Officer | Common Stock | M | 525 | 0 | 1,990 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009584/doc4.xml) | | 2025-11-30 | Larson Katherine H | Chief Accounting Officer | Common Stock | M | 332 | 0 | 2,322 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009584/doc4.xml) | | 2025-11-30 | Larson Katherine H | Chief Accounting Officer | Common Stock | F | 80 | 156.54 | 2,242 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009584/doc4.xml) | | 2025-11-30 | Larson Katherine H | Chief Accounting Officer | Common Stock | F | 128 | 156.54 | 2,114 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009584/doc4.xml) | | 2025-11-30 | Larson Katherine H | Chief Accounting Officer | Common Stock | F | 210 | 156.54 | 1,904 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009584/doc4.xml) | | 2025-11-30 | Oorlog Jonathan W JR | Chief Financial Officer | Common Stock | M | 2,056 | 0 | 21,090 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009583/doc4.xml) | | 2025-11-30 | Oorlog Jonathan W JR | Chief Financial Officer | Common Stock | M | 750 | 0 | 21,840 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009583/doc4.xml) | | 2025-11-30 | Oorlog Jonathan W JR | Chief Financial Officer | Common Stock | M | 510 | 0 | 22,350 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009583/doc4.xml) | | 2025-11-30 | Oorlog Jonathan W JR | Chief Financial Officer | Common Stock | M | 408 | 0 | 22,758 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009583/doc4.xml) | | 2025-11-30 | Oorlog Jonathan W JR | Chief Financial Officer | Common Stock | F | 95 | 156.54 | 22,663 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009583/doc4.xml) | | 2025-11-30 | Oorlog Jonathan W JR | Chief Financial Officer | Common Stock | F | 119 | 156.54 | 22,544 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009583/doc4.xml) | | 2025-11-30 | Oorlog Jonathan W JR | Chief Financial Officer | Common Stock | F | 178 | 156.54 | 22,366 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009583/doc4.xml) | | 2025-11-30 | Oorlog Jonathan W JR | Chief Financial Officer | Common Stock | F | 482 | 156.54 | 21,884 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009583/doc4.xml) | | 2025-11-30 | Bunn James E | President, Capital Markets | Common Stock | M | 4,636 | 0 | 82,863 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009582/doc4.xml) | | 2025-11-30 | Bunn James E | President, Capital Markets | Common Stock | M | 1,500 | 0 | 84,363 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009582/doc4.xml) | | 2025-11-30 | Bunn James E | President, Capital Markets | Common Stock | F | 590 | 156.54 | 83,773 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009582/doc4.xml) | | 2025-11-30 | Bunn James E | President, Capital Markets | Common Stock | F | 1,824 | 156.54 | 81,949 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009582/doc4.xml) | | 2025-11-30 | Aisenbrey Christopher S | Chief Human Resources Officer | Common Stock | M | 900 | 0 | 15,029 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009575/doc4.xml) | | 2025-11-30 | Aisenbrey Christopher S | Chief Human Resources Officer | Common Stock | M | 695 | 0 | 15,724 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009575/doc4.xml) | | 2025-11-30 | Aisenbrey Christopher S | Chief Human Resources Officer | Common Stock | F | 169 | 156.54 | 15,555 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009575/doc4.xml) | | 2025-11-30 | Aisenbrey Christopher S | Chief Human Resources Officer | Common Stock | F | 219 | 156.54 | 15,336 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009575/doc4.xml) | | 2025-11-20 | Raney Steven M | Executive Chair RJBank | Common Stock | G | 1,611 | 0 | 42,351 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009334/doc4.xml) | | 2025-11-05 | Campagnoli Vincent | EVP, Technology & Operations | Common Stock | G | 949 | 0 | 26,287 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/720005/000122520825009118/doc4.xml) | Of the non-derivative rows tabulated above, 0 carry code P, 8 carry code S, and 0 are flagged for Rule 10b5-1 or private placement. [EDGAR Form 4 list](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000720005&type=4) The record's insider score block reads score 0.0, status "ok", window 2026-07-23 through 2026-10-20 (Form 4 data loaded through 2026-10-20). [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) Form 4 documents with only derivative or holdings-only rows (not tabulated): [2025-12-17](https://www.sec.gov/Archives/edgar/data/720005/000122520825010064/doc4.xml), [2025-12-17](https://www.sec.gov/Archives/edgar/data/720005/000122520825010062/doc4.xml), [2025-12-17](https://www.sec.gov/Archives/edgar/data/720005/000122520825010061/doc4.xml), [2025-12-17](https://www.sec.gov/Archives/edgar/data/720005/000122520825010059/doc4.xml), [2025-12-09](https://www.sec.gov/Archives/edgar/data/720005/000122520825009793/doc4.xml), [2025-11-25](https://www.sec.gov/Archives/edgar/data/720005/000122520825009430/doc4.xml). [EDGAR Form 4 list](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000720005&type=4) ## 6. Data health The graham verification block reads verified 19, mismatch 0, unverified 13, not_cross_checked 2; stale_inputs: Revenue. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) graham input Revenue = 15,912,000,000 for period 2025-09-30 from SEC XBRL Revenues (accession 0000720005-25-000093) is marked unverified; no second-source value is stored for it. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) graham input equity = 12,699,000,000 for period 2026-06-30 from SEC XBRL StockholdersEquity (companyfacts) (accession 0000720005-26-000070) is marked unverified; no second-source value is stored for it. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) graham input Net income FY2016 = 529,350,000 for period 2016-09-30 from SEC XBRL NetIncomeLoss (accession 0000720005-18-000083) is marked unverified; no second-source value is stored for it. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) graham input Net income FY2017 = 636,000,000 for period 2017-09-30 from SEC XBRL NetIncomeLoss (accession 0000720005-19-000086) is marked unverified; no second-source value is stored for it. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) graham input Net income FY2018 = 857,000,000 for period 2018-09-30 from SEC XBRL NetIncomeLoss (accession 0000720005-20-000063) is marked unverified; no second-source value is stored for it. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) graham input Net income FY2019 = 1,034,000,000 for period 2019-09-30 from SEC XBRL NetIncomeLoss (accession 0000720005-21-000106) is marked unverified; no second-source value is stored for it. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) graham input Net income FY2020 = 818,000,000 for period 2020-09-30 from SEC XBRL NetIncomeLoss (accession 0000720005-22-000066) is marked unverified; no second-source value is stored for it. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) graham input Net income FY2021 = 1,403,000,000 for period 2021-09-30 from SEC XBRL NetIncomeLoss (accession 0000720005-23-000079) is marked unverified; no second-source value is stored for it. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) graham input Net income FY2025 = 2,135,000,000 for period 2025-09-30 from SEC XBRL NetIncomeLoss (accession 0000720005-25-000093) is marked unverified; no second-source value is stored for it. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) graham input EPS diluted FY2014 = 2.2133 for period 2014-09-30 from SEC XBRL EarningsPerShareDiluted (accession 0000720005-16-000169) is marked unverified; no second-source value is stored for it. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) graham input EPS diluted FY2015 = 2.2867 for period 2015-09-30 from SEC XBRL EarningsPerShareDiluted (accession 0000720005-17-000089) is marked unverified; no second-source value is stored for it. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) graham input EPS diluted FY2016 = 2.4333 for period 2016-09-30 from SEC XBRL EarningsPerShareDiluted (accession 0000720005-18-000083) is marked unverified; no second-source value is stored for it. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) graham input EPS diluted FY2025 = 10.3 for period 2025-09-30 from SEC XBRL EarningsPerShareDiluted (accession 0000720005-25-000093) is marked unverified; no second-source value is stored for it. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) The buffett verification block reads verified 6, mismatch 0, unverified 30, not_cross_checked 2; stale_inputs: none. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) buffett input Net income FY2018 = 857,000,000 for period 2018-09-30 from SEC XBRL NetIncomeLoss (accession 0000720005-20-000063) is marked unverified; no second-source value is stored for it. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) buffett input Equity at FY2018 end = 6,368,000,000 for period 2018-09-30 from SEC XBRL StockholdersEquity (accession 0000720005-19-000086) is marked unverified; no second-source value is stored for it. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) buffett input Net income FY2019 = 1,034,000,000 for period 2019-09-30 from SEC XBRL NetIncomeLoss (accession 0000720005-21-000106) is marked unverified; no second-source value is stored for it. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) buffett input Equity at FY2019 end = 6,581,000,000 for period 2019-09-30 from SEC XBRL StockholdersEquity (accession 0000720005-20-000063) is marked unverified; no second-source value is stored for it. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) buffett input Net income FY2020 = 818,000,000 for period 2020-09-30 from SEC XBRL NetIncomeLoss (accession 0000720005-22-000066) is marked unverified; no second-source value is stored for it. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) buffett input Equity at FY2020 end = 7,114,000,000 for period 2020-09-30 from SEC XBRL StockholdersEquity (accession 0000720005-21-000106) is marked unverified; no second-source value is stored for it. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) buffett input Net income FY2021 = 1,403,000,000 for period 2021-09-30 from SEC XBRL NetIncomeLoss (accession 0000720005-23-000079) is marked unverified; no second-source value is stored for it. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) buffett input Equity at FY2021 end = 8,245,000,000 for period 2021-09-30 from SEC XBRL StockholdersEquity (accession 0000720005-22-000066) is marked unverified; no second-source value is stored for it. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) buffett input Equity at FY2022 end = 9,458,000,000 for period 2022-09-30 from SEC XBRL StockholdersEquity (accession 0000720005-23-000079) is marked unverified; no second-source value is stored for it. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) buffett input Equity at FY2023 end = 10,214,000,000 for period 2023-09-30 from SEC XBRL StockholdersEquity (accession 0000720005-24-000069) is marked unverified; no second-source value is stored for it. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) buffett input Equity at FY2024 end = 11,673,000,000 for period 2024-09-30 from SEC XBRL StockholdersEquity (accession 0000720005-25-000093) is marked unverified; no second-source value is stored for it. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) buffett input Net income FY2025 = 2,135,000,000 for period 2025-09-30 from SEC XBRL NetIncomeLoss (accession 0000720005-25-000093) is marked unverified; no second-source value is stored for it. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) buffett input Equity at FY2025 end = 12,503,000,000 for period 2025-09-30 from SEC XBRL StockholdersEquity (accession 0000720005-26-000070) is marked unverified; no second-source value is stored for it. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) buffett input Net income FY2016 = 529,350,000 for period 2016-09-30 from SEC XBRL NetIncomeLoss (accession 0000720005-18-000083) is marked unverified; no second-source value is stored for it. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) buffett input Net income FY2017 = 636,000,000 for period 2017-09-30 from SEC XBRL NetIncomeLoss (accession 0000720005-19-000086) is marked unverified; no second-source value is stored for it. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) buffett input Operating cash flow FY2021 = 6,647,000,000 for period 2021-09-30 from SEC XBRL NetCashProvidedByUsedInOperatingActivities (accession 0000720005-23-000079) is marked unverified; no second-source value is stored for it. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) buffett input Capital expenditure FY2021 = 74,000,000 for period 2021-09-30 from SEC XBRL PaymentsToAcquirePropertyPlantAndEquipment (accession 0000720005-23-000079) is marked unverified; no second-source value is stored for it. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) buffett input Operating cash flow FY2022 = 72,000,000 for period 2022-09-30 from SEC XBRL NetCashProvidedByUsedInOperatingActivities (accession 0000720005-24-000069) is marked unverified; no second-source value is stored for it. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) buffett input Capital expenditure FY2022 = 91,000,000 for period 2022-09-30 from SEC XBRL PaymentsToAcquirePropertyPlantAndEquipment (accession 0000720005-24-000069) is marked unverified; no second-source value is stored for it. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) buffett input Operating cash flow FY2023 = -3,514,000,000 for period 2023-09-30 from SEC XBRL NetCashProvidedByUsedInOperatingActivities (accession 0000720005-25-000093) is marked unverified; no second-source value is stored for it. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) buffett input Capital expenditure FY2023 = 173,000,000 for period 2023-09-30 from SEC XBRL PaymentsToAcquirePropertyPlantAndEquipment (accession 0000720005-25-000093) is marked unverified; no second-source value is stored for it. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) buffett input Operating cash flow FY2024 = 2,155,000,000 for period 2024-09-30 from SEC XBRL NetCashProvidedByUsedInOperatingActivities (accession 0000720005-25-000093) is marked unverified; no second-source value is stored for it. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) buffett input Capital expenditure FY2024 = 205,000,000 for period 2024-09-30 from SEC XBRL PaymentsToAcquirePropertyPlantAndEquipment (accession 0000720005-25-000093) is marked unverified; no second-source value is stored for it. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) buffett input Operating cash flow FY2025 = 2,434,000,000 for period 2025-09-30 from SEC XBRL NetCashProvidedByUsedInOperatingActivities (accession 0000720005-25-000093) is marked unverified; no second-source value is stored for it. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) buffett input Capital expenditure FY2025 = 188,000,000 for period 2025-09-30 from SEC XBRL PaymentsToAcquirePropertyPlantAndEquipment (accession 0000720005-25-000093) is marked unverified; no second-source value is stored for it. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) The lynch verification block reads verified 0, mismatch 0, unverified 2, not_cross_checked 1; stale_inputs: none. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) lynch input EPS diluted FY2025 = 10.3 for period 2025-09-30 from SEC XBRL EarningsPerShareDiluted (accession 0000720005-25-000093) is marked unverified; no second-source value is stored for it. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) lynch input EPS diluted FY2020 = 3.88 for period 2020-09-30 from SEC XBRL EarningsPerShareDiluted (accession 0000720005-22-000066) is marked unverified; no second-source value is stored for it. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) The graham_enterprising verification block reads verified 3, mismatch 0, unverified 5, not_cross_checked 3; stale_inputs: none. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) graham_enterprising input Net income FY2021 = 1,403,000,000 for period 2021-09-30 from SEC XBRL NetIncomeLoss (accession 0000720005-23-000079) is marked unverified; no second-source value is stored for it. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) graham_enterprising input Net income FY2025 = 2,135,000,000 for period 2025-09-30 from SEC XBRL NetIncomeLoss (accession 0000720005-25-000093) is marked unverified; no second-source value is stored for it. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) graham_enterprising input EPS diluted FY2025 = 10.3 for period 2025-09-30 from SEC XBRL EarningsPerShareDiluted (accession 0000720005-25-000093) is marked unverified; no second-source value is stored for it. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) graham_enterprising input EPS diluted FY2020 = 3.88 for period 2020-09-30 from SEC XBRL EarningsPerShareDiluted (accession 0000720005-22-000066) is marked unverified; no second-source value is stored for it. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) graham_enterprising input equity = 12,699,000,000 for period 2026-06-30 from SEC XBRL StockholdersEquity (companyfacts) (accession 0000720005-26-000070) is marked unverified; no second-source value is stored for it. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) The piotroski verification block reads verified 1, mismatch 1, unverified 13, not_cross_checked 0; stale_inputs: none. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) piotroski input net_income 2025-09-30 = 2,135,000,000 for period 2025-09-30 from SEC XBRL NetIncomeLoss (accession 0000720005-25-000093) is marked unverified; no second-source value is stored for it. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) piotroski input total_assets 2025-09-30 = 88,230,000,000 for period 2025-09-30 from SEC XBRL Assets (accession 0000720005-26-000070) is marked unverified; no second-source value is stored for it. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) piotroski input cfo 2025-09-30 = 2,434,000,000 for period 2025-09-30 from SEC XBRL NetCashProvidedByUsedInOperatingActivities (accession 0000720005-25-000093) is marked unverified; no second-source value is stored for it. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) piotroski input total_assets 2024-09-30 = 82,992,000,000 for period 2024-09-30 from SEC XBRL Assets (accession 0000720005-25-000093) is marked unverified; no second-source value is stored for it. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) piotroski input shares_out 2026-08-03 = 192,361,711 for period 2026-08-03 from SEC XBRL EntityCommonStockSharesOutstanding (companyfacts) (accession 0000720005-26-000070) is marked unverified; no second-source value is stored for it. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) piotroski input shares_out 2025-08-04 = 199,383,976 for period 2025-08-04 from SEC XBRL EntityCommonStockSharesOutstanding (accession 0000720005-25-000072) is marked unverified; no second-source value is stored for it. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) piotroski input revenue 2025-09-30 = 15,912,000,000 for period 2025-09-30 from SEC XBRL Revenues (accession 0000720005-25-000093) is marked unverified; no second-source value is stored for it. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) piotroski input revenue 2024-09-30 = 14,923,000,000 for period 2024-09-30 from SEC XBRL Revenues (accession 0000720005-25-000093) is marked mismatch; the read-only fact_check table in data/grid.db (fact_id 15095382) records the cross-check source Yahoo Finance reading 12,639,000,000 (diff 15.31%, status mismatch, checked_at 2026-10-18T02:33:37+00:00). [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) Reconciliation notes carried over from the 2026-10-20 dossier, which read the same 10-K accessions. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) Cross-check table: revenue for the period ending 2024-09-30 is 14,923,000,000 from SEC XBRL Revenues (accession 0000720005-25-000093). [XBRL companyfacts](https://data.sec.gov/api/xbrl/companyfacts/CIK0000720005.json) The cross-check source Yahoo Finance reads 12,639,000,000 for the same period, a stored difference of 15.31% marked mismatch at 2026-10-18T02:33 UTC. [Yahoo financials](https://finance.yahoo.com/quote/RJF/financials) Cross-check table: revenue for the period ending 2023-09-30 is 12,992,000,000 from SEC XBRL Revenues (accession 0000720005-25-000093). [XBRL companyfacts](https://data.sec.gov/api/xbrl/companyfacts/CIK0000720005.json) The cross-check source Yahoo Finance reads 11,468,000,000 for the same period, a stored difference of 11.73% marked mismatch at 2026-10-18T02:33 UTC. [Yahoo financials](https://finance.yahoo.com/quote/RJF/financials) Cross-check table: revenue for the period ending 2022-09-30 is 11,308,000,000 from SEC XBRL Revenues (accession 0000720005-24-000069). [XBRL companyfacts](https://data.sec.gov/api/xbrl/companyfacts/CIK0000720005.json) The cross-check source Yahoo Finance reads 10,851,000,000 for the same period, a stored difference of 4.04% marked mismatch at 2026-10-18T02:33 UTC. [Yahoo financials](https://finance.yahoo.com/quote/RJF/financials) The FY2025 10-K consolidated statement reads, for fiscal 2024 (millions), total revenues 14,923, interest expense (2,102) and net revenues 12,821; the SEC XBRL Revenues fact holds the total revenues line. [10-K FY2025](https://www.sec.gov/Archives/edgar/data/720005/000072000525000093/rjf-20250930.htm) The Yahoo FY2024 value is 12,639,000,000, which matches neither the total revenues nor the net revenues line of the 10-K, and the figure 12,639 does not appear in the 10-K text. [Yahoo financials](https://finance.yahoo.com/quote/RJF/financials) The same 10-K reads total revenues 12,992 and net revenues 11,619 for fiscal 2023. [10-K FY2025](https://www.sec.gov/Archives/edgar/data/720005/000072000525000093/rjf-20250930.htm) Price in the record is 155.27 as of 2026-10-20 from Alpaca Market Data (consolidated SIP daily bar); no Yahoo cross-fetch was made today. [Alpaca market data docs](https://docs.alpaca.markets/docs/historical-stock-data-1) Mismatch rows written in this section: 1. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) ## 7. Agent log 2026-10-21 05:49 CEST: fetched the EDGAR submissions JSON; SEC fetches for this ticker used the pipeline's declared SEC user agent from stockgrid/http.py at 0.15 s spacing. [EDGAR submissions](https://data.sec.gov/submissions/CIK0000720005.json) Latest 10-K on file: filed 2025-11-25, period 2025-09-30, accession 0000720005-25-000093; the accession matches the 2026-10-20 dossier, so section 1 and the 10-K lines of section 2 are carried over. [10-K](https://www.sec.gov/Archives/edgar/data/720005/000072000525000093/rjf-20250930.htm) Fetched every 8-K primary document filed 2026-04-24 to 2026-10-21 (8 filings) and read the item text. [EDGAR 8-K list](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000720005&type=8-K) Fetched and parsed the Form 4 XML documents filed 2025-10-21 to 2026-10-21 (65 documents), including footnotes and the aff10b5One element. [EDGAR Form 4 list](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000720005&type=4) Fetched XBRL companyfacts for the balance-sheet figures in section 2. [XBRL companyfacts](https://data.sec.gov/api/xbrl/companyfacts/CIK0000720005.json) Read the stock record for sections 3, 5 and 6. [site/s/RJF.json](https://theclaudetrader.com/s/RJF.json) No SEC document in this dossier's fetch list remained unreachable. [EDGAR submissions](https://data.sec.gov/submissions/CIK0000720005.json) Not reached: 8-K exhibits (press releases), 10-Q text beyond XBRL facts, proxy statement, Form 144 notices and a fresh Yahoo fetch. [EDGAR submissions](https://data.sec.gov/submissions/CIK0000720005.json)