Morgan Tarazeta J Haynes
CIK 2056327 · View on SEC EDGAR ↗
Insider
First SEC filing: Feb. 27, 2025 · Latest: Feb. 27, 2025
On this page
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net:
$0
+ 22 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. 15, 2025 | RJF | M | 898 | — | — | 4,891 Direct | +22.49% | Acquired | (price as of 2026-08-21) |
| Dec. 15, 2025 | RJF | M | 403 | — | — | 5,294 Direct | +8.24% | Acquired | (price as of 2026-08-21) |
| Dec. 15, 2025 | RJF | M | 272 | — | — | 5,566 Direct | +5.14% | Acquired | (price as of 2026-08-21) |
| Dec. 15, 2025 | RJF | F | 93 | $163.85 | $15,238 | 5,473 Direct | -1.67% | Disposed | 7.0% (price as of 2026-08-21) |
| Dec. 15, 2025 | RJF | F | 138 | $163.85 | $22,611 | 5,335 Direct | -2.52% | Disposed | 7.0% (price as of 2026-08-21) |
| Dec. 15, 2025 | RJF | F | 307 | $163.85 | $50,302 | 5,028 Direct | -5.75% | Disposed | 7.0% (price as of 2026-08-21) |
| Dec. 15, 2025 | RJF | M | 272 | — | — | 1,677 Direct | -13.96% | Disposed | (price as of 2026-08-21) |
| Dec. 15, 2025 | RJF | M | 898 | — | — | 779 Direct | -53.55% | Disposed | (price as of 2026-08-21) |
| Dec. 15, 2025 | RJF | A | 3,661 | — | — | 3,661 Direct | — | Acquired | (price as of 2026-08-21) |
| Dec. 15, 2025 | RJF | M | 403 | — | — | 0 Direct | -100.00% | Disposed | (price as of 2026-08-21) |
| Dec. 15, 2025 | RJF | A | 198 | — | — | 198 Direct | — | Acquired | (price as of 2026-08-21) |
| Dec. 4, 2025 | RJF | G | 616 | — | — | 3,993 Direct | -13.37% | Disposed | (price as of 2026-08-21) |
| Nov. 30, 2025 | RJF | M | 495 | — | — | 4,126 Direct | +13.63% | Acquired | (price as of 2026-08-21) |
| Nov. 30, 2025 | RJF | M | 450 | — | — | 4,576 Direct | +10.91% | Acquired | (price as of 2026-08-21) |
| Nov. 30, 2025 | RJF | M | 347 | — | — | 4,923 Direct | +7.58% | Acquired | (price as of 2026-08-21) |
| Nov. 30, 2025 | RJF | F | 84 | $156.54 | $13,149 | 4,839 Direct | -1.71% | Disposed | 12.0% (price as of 2026-08-21) |
| Nov. 30, 2025 | RJF | F | 110 | $156.54 | $17,219 | 4,729 Direct | -2.27% | Disposed | 12.0% (price as of 2026-08-21) |
| Nov. 30, 2025 | RJF | F | 120 | $156.54 | $18,785 | 4,609 Direct | -2.54% | Disposed | 12.0% (price as of 2026-08-21) |
| Nov. 30, 2025 | RJF | M | 450 | — | — | 0 Direct | -100.00% | Disposed | (price as of 2026-08-21) |
| Nov. 30, 2025 | RJF | M | 347 | — | — | 1,338 Direct | -20.59% | Disposed | (price as of 2026-08-21) |
| Nov. 30, 2025 | RJF | M | 495 | — | — | 843 Direct | -37.00% | Disposed | (price as of 2026-08-21) |
| Aug. 18, 2025 | RJF | G | 114 | — | — | 3,631 Direct | -3.04% | Disposed | (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. 15, 2025 | RJF | Restricted Stock Units | Common Stock (272) | — | Dec. 15, 2027 | 272 | Disposed |
| Dec. 15, 2025 | RJF | Restricted Stock Units | Common Stock (898) | — | Dec. 15, 2027 | 898 | Disposed |
| Dec. 15, 2025 | RJF | Restricted Stock Units | Common Stock (3,661) | — | Dec. 15, 2030 | 3,661 | Acquired |
| Dec. 15, 2025 | RJF | Restricted Stock Units | Common Stock (403) | — | Dec. 15, 2025 | 403 | Disposed |
| Dec. 15, 2025 | RJF | Restricted Stock Units | Common Stock (198) | — | Dec. 15, 2028 | 198 | Acquired |
| Nov. 30, 2025 | RJF | Restricted Stock Units | Common Stock (450) | — | Nov. 30, 2025 | 450 | Disposed |
| Nov. 30, 2025 | RJF | Restricted Stock Units | Common Stock (347) | — | Nov. 30, 2026 | 347 | Disposed |
| Nov. 30, 2025 | RJF | Restricted Stock Units | Common Stock (495) | — | Nov. 30, 2026 | 495 | 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 |
|---|---|---|---|---|
| Feb. 27, 2025 | RJF | Common Stock | 3,745 | Direct |
| Feb. 27, 2025 | RJF | Common Stock | 339 | Indirect |
| Feb. 27, 2025 | RJF | Restricted Stock Units→ Common Stock | — | Direct |
| Feb. 27, 2025 | RJF | Restricted Stock Units→ Common Stock (1,685) | 1,685 | Direct |
| Feb. 27, 2025 | RJF | Restricted Stock Units→ Common Stock (1,028) | 1,028 | Direct |
| Feb. 27, 2025 | RJF | Restricted Stock Units→ Common Stock (1,949) | 1,949 | Direct |
| Feb. 27, 2025 | RJF | Restricted Stock Units→ Common Stock (1,488) | 1,488 | Direct |
| Feb. 27, 2025 | RJF | Restricted Stock Units→ Common Stock | — | Direct |
| Feb. 27, 2025 | RJF | Restricted Stock Units→ Common Stock | — | Direct |
| Feb. 27, 2025 | RJF | Restricted Stock Units→ Common Stock | — | Direct |