Jodi Perry

CIK 1751204 · View on SEC EDGAR ↗

Insider

First SEC filing: Aug. 31, 2018 · Latest: Aug. 31, 2018

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Insider at

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 95 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

95 other filings hidden
Date Ticker Code Shares Price Value Owned after Δ own A/D vs now
Feb. 6, 2023 RJF S 6,343 $112.30 $712,319 7,150 Direct -47.01% Disposed 57.1% (price as of 2026-08-20)
May 20, 2021 RJF S 1,850 $132.94 $245,939 1,355 Direct -57.72% Disposed 99.0% (price as of 2026-08-20)
March 3, 2021 RJF S 1,264 $119.50 $151,048 3,205 Direct -28.28% Disposed 121.4% (price as of 2026-08-20)
Nov. 18, 2020 RJF S 659 $90.08 $59,363 3,432 Direct -16.11% Disposed 193.7% (price as of 2026-08-20)

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. 15, 2023 RJF Restricted Stock Units Common Stock (5,411) Dec. 15, 2028 5,411 Acquired
Dec. 15, 2023 RJF Restricted Stock Units Common Stock (452) Dec. 15, 2023 452 Disposed
Dec. 15, 2023 RJF Restricted Stock Units Common Stock (1,082) Dec. 15, 2026 1,082 Acquired
Dec. 12, 2023 RJF Restricted Stock Units Common Stock (900) Dec. 12, 2024 900 Disposed
Nov. 30, 2023 RJF Restricted Stock Units Common Stock (4,500) Nov. 30, 2025 4,500 Disposed
Nov. 29, 2023 RJF Restricted Stock Units Common Stock (1,500) Nov. 29, 2023 1,500 Disposed
Nov. 22, 2023 RJF Restricted Stock Units Common Stock (1,500) Nov. 22, 2024 1,500 Disposed
Dec. 15, 2022 RJF Restricted Stock Units Common Stock (5,440) Dec. 15, 2027 5,440 Acquired
Dec. 15, 2022 RJF Restricted Stock Units Common Stock (4,533) Dec. 15, 2027 4,533 Acquired
Dec. 15, 2022 RJF Restricted Stock Units Common Stock (907) Dec. 15, 2025 907 Acquired
Dec. 13, 2022 RJF Restricted Stock Units Common Stock (453) Dec. 13, 2022 453 Disposed
Dec. 12, 2022 RJF Restricted Stock Units Common Stock (2,700) Dec. 12, 2024 2,700 Disposed
Nov. 29, 2022 RJF Restricted Stock Units Common Stock (1,500) Nov. 29, 2023 1,500 Disposed
Nov. 22, 2022 RJF Restricted Stock Units Common Stock (300) Nov. 22, 2022 300 Disposed
Nov. 22, 2022 RJF Restricted Stock Units Common Stock (4,500) Nov. 22, 2024 4,500 Disposed
Dec. 15, 2021 RJF Restricted Stock Units Common Stock (519) Dec. 15, 2024 519 Acquired
Dec. 14, 2021 RJF Restricted Stock Units Common Stock (338) Dec. 14, 2021 338 Disposed
Dec. 2, 2021 RJF Restricted Stock Units Common Stock (6,321) Nov. 30, 2026 6,321 Acquired
Nov. 30, 2021 RJF Restricted Stock Units Common Stock (300) Nov. 30, 2021 300 Disposed
Nov. 29, 2021 RJF Restricted Stock Units Common Stock (4,500) Nov. 29, 2023 4,500 Disposed
Nov. 22, 2021 RJF Restricted Stock Units Common Stock (300) Nov. 22, 2022 300 Disposed
Dec. 15, 2020 RJF Restricted Stock Units Common Stock (262) Dec. 15, 2020 262 Disposed
Dec. 15, 2020 RJF Restricted Stock Units Common Stock (301) Dec. 15, 2023 301 Acquired
Dec. 3, 2020 RJF Restricted Stock Units Common Stock (5,000) Nov. 30, 2025 5,000 Acquired
Nov. 30, 2020 RJF Restricted Stock Units Common Stock (200) Nov. 30, 2021 200 Disposed
Nov. 22, 2020 RJF Restricted Stock Units Common Stock (600) Nov. 22, 2022 600 Disposed
Nov. 19, 2020 RJF Restricted Stock Units Common Stock (200) Nov. 19, 2020 200 Disposed
March 12, 2020 RJF Employee Stock Option (right to buy) Common Stock (1,400) $55.49 Nov. 20, 2021 1,400 Disposed
March 12, 2020 RJF Employee Stock Option (right to buy) Common Stock (400) $48.20 Nov. 21, 2020 400 Disposed
Dec. 15, 2019 RJF Restricted Stock Units Common Stock (206) Dec. 15, 2019 206 Disposed
Dec. 13, 2019 RJF Restricted Stock Units Common Stock (302) Dec. 13, 2022 302 Acquired
Dec. 12, 2019 RJF Restricted Stock Units Common Stock (3,000) Dec. 12, 2024 3,000 Acquired
Nov. 30, 2019 RJF Restricted Stock Units Common Stock (600) Nov. 30, 2021 600 Disposed
Nov. 22, 2019 RJF Restricted Stock Units Common Stock (5,000) Nov. 22, 2024 5,000 Acquired
Nov. 19, 2019 RJF Restricted Stock Units Common Stock (200) Nov. 19, 2020 200 Disposed
Dec. 14, 2018 RJF Restricted Stock Units Common Stock (225) Dec. 14, 2021 225 Acquired
Dec. 4, 2018 RJF Restricted Stock Units Common Stock (206) Dec. 4, 2018 206 Disposed
Nov. 29, 2018 RJF Restricted Stock Units Common Stock (5,000) Nov. 29, 2023 5,000 Acquired
Nov. 19, 2018 RJF Restricted Stock Units Common Stock (600) Nov. 19, 2020 600 Disposed

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 10 holdings

Securities held when first becoming an insider, per SEC Form 3.

Date Ticker Security Shares Ownership
Aug. 31, 2018 RJF Common Stock 575 Direct
Aug. 31, 2018 RJF Common Stock 2,832 Indirect
Aug. 31, 2018 RJF Employee Stock Option (right to buy)→ Common Stock (400) 400 Direct
Aug. 31, 2018 RJF Employee Stock Option (right to buy)→ Common Stock (1,400) 1,400 Direct
Aug. 31, 2018 RJF Restricted Stock Units→ Common Stock (1,000) 1,000 Direct
Aug. 31, 2018 RJF Restricted Stock Units→ Common Stock (1,000) 1,000 Direct
Aug. 31, 2018 RJF Restricted Stock Units→ Common Stock (1,000) 1,000 Direct
Aug. 31, 2018 RJF Restricted Stock Units→ Common Stock Direct
Aug. 31, 2018 RJF Restricted Stock Units→ Common Stock Direct
Aug. 31, 2018 RJF Restricted Stock Units→ Common Stock Direct