Jodi Perry
CIK 1751204 · View on SEC EDGAR ↗
First SEC filing: Aug. 31, 2018 · Latest: Aug. 31, 2018
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Insider transactions
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| 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 |