James Robert Edward Coulter
CIK 1902845 · View on SEC EDGAR ↗
Insider
First SEC filing: Jan. 10, 2022 · Latest: Jan. 10, 2022
On this page
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net:
$0
+ 17 non-open-market transactions below
last 12 months, based on the transactions shown below
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
No open-market trades on record; showing all filings.
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| Dec. 13, 2024 | RJF | A | 3,312 | — | — | 3,312 Direct | — | Acquired | (price as of 2026-08-21) |
| Dec. 13, 2024 | RJF | A | 723 | — | — | 723 Direct | — | Acquired | (price as of 2026-08-21) |
| Dec. 10, 2024 | RJF | M | 488 | — | — | 18,463 Direct | +2.71% | Acquired | (price as of 2026-08-21) |
| Dec. 10, 2024 | RJF | M | 488 | — | — | 0 Direct | -100.00% | Disposed | (price as of 2026-08-21) |
| Sept. 30, 2024 | RJF | M | 2,058 | — | — | 17,975 Direct | +12.93% | Acquired | (price as of 2026-08-21) |
| Sept. 30, 2024 | RJF | M | 2,058 | — | — | 0 Direct | -100.00% | Disposed | (price as of 2026-08-21) |
| Dec. 15, 2023 | RJF | A | 5,185 | — | — | 5,185 Direct | — | Acquired | (price as of 2026-08-21) |
| Dec. 15, 2023 | RJF | A | 1,010 | — | — | 1,010 Direct | — | Acquired | (price as of 2026-08-21) |
| Dec. 11, 2023 | RJF | M | 407 | — | — | 15,917 Direct | +2.62% | Acquired | (price as of 2026-08-21) |
| Dec. 11, 2023 | RJF | M | 407 | — | — | 0 Direct | -100.00% | Disposed | (price as of 2026-08-21) |
| Sept. 30, 2023 | RJF | M | 3,203 | — | — | 15,510 Direct | +26.03% | Acquired | (price as of 2026-08-21) |
| Sept. 30, 2023 | RJF | M | 3,203 | — | — | 0 Direct | -100.00% | Disposed | (price as of 2026-08-21) |
| Dec. 15, 2022 | RJF | A | 4,619 | — | — | 4,619 Direct | — | Acquired | (price as of 2026-08-21) |
| Dec. 15, 2022 | RJF | A | 775 | — | — | 775 Direct | — | Acquired | (price as of 2026-08-21) |
| Sept. 30, 2022 | RJF | M | 2,250 | — | — | 12,307 Direct | +22.37% | Acquired | (price as of 2026-08-21) |
| Sept. 30, 2022 | RJF | M | 2,250 | — | — | 0 Direct | -100.00% | Disposed | (price as of 2026-08-21) |
| Feb. 24, 2022 | RJF | A | 2,806 | — | — | 2,806 Direct | — | Acquired | (price as of 2026-08-21) |
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Derivative holdings (Form 4 Table II)
Options, RSUs and convertible securities reported on Form 4 Table II.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| Dec. 13, 2024 | RJF | Restricted Stock Units | Common Stock (3,312) | — | Sept. 30, 2027 | 3,312 | Acquired |
| Dec. 13, 2024 | RJF | Restricted Stock Units | Common Stock (723) | — | Dec. 15, 2027 | 723 | Acquired |
| Dec. 10, 2024 | RJF | Restricted Stock Units | Common Stock (488) | — | Dec. 10, 2024 | 488 | Disposed |
| Sept. 30, 2024 | RJF | Restricted Stock Units | Common Stock (2,058) | — | Sept. 30, 2024 | 2,058 | Disposed |
| Dec. 15, 2023 | RJF | Restricted Stock Units | Common Stock (5,185) | — | Sept. 30, 2026 | 5,185 | Acquired |
| Dec. 15, 2023 | RJF | Restricted Stock Units | Common Stock (1,010) | — | Dec. 15, 2026 | 1,010 | Acquired |
| Dec. 11, 2023 | RJF | Restricted Stock Units | Common Stock (407) | — | Dec. 11, 2023 | 407 | Disposed |
| Sept. 30, 2023 | RJF | Restricted Stock Units | Common Stock (3,203) | — | Sept. 30, 2023 | 3,203 | Disposed |
| Dec. 15, 2022 | RJF | Restricted Stock Units | Common Stock (4,619) | — | Sept. 30, 2025 | 4,619 | Acquired |
| Dec. 15, 2022 | RJF | Restricted Stock Units | Common Stock (775) | — | Dec. 15, 2025 | 775 | Acquired |
| Sept. 30, 2022 | RJF | Restricted Stock Units | Common Stock (2,250) | — | Sept. 30, 2022 | 2,250 | Disposed |
| Feb. 24, 2022 | RJF | Restricted Stock Units | Common Stock (2,806) | — | Feb. 24, 2025 | 2,806 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 6 holdings
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| Jan. 10, 2022 | RJF | Common Stock | 10,057 | Direct |
| Jan. 10, 2022 | RJF | Restricted Stock Units→ Common Stock | — | Direct |
| Jan. 10, 2022 | RJF | Restricted Stock Units→ Common Stock | — | Direct |
| Jan. 10, 2022 | RJF | Restricted Stock Units→ Common Stock (2,058) | 2,058 | Direct |
| Jan. 10, 2022 | RJF | Restricted Stock Units→ Common Stock | — | Direct |
| Jan. 10, 2022 | RJF | Restricted Stock Units→ Common Stock | — | Direct |