Paul C Reilly

Insider

First SEC filing: Feb. 19, 2008 · Latest: Feb. 19, 2008

On this page

Insider at Companies where this person is a reporting insider.
Insider transactions Every share this person bought or sold, from Form 4 filings.
Derivatives Options and other derivative holdings reported by this person.
Initial holdings The stakes this person held when they first started reporting.
Compensation Executive pay disclosed in company proxy statements.

Insider at

Insider transactions

0 buys (P) 3 sells (S) Net: $-21,321,426 + 94 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

94 other filings hidden

Date	Ticker	Code	Shares	Price	Value	Owned after	Δ own	A/D	vs now
May 20, 2026	WTW	A	1,319	—	—	3,146 Direct	+72.19%	Acquired	(price as of 2026-08-20)
May 15, 2026	WTW	F	495	$247.64	$122,582	1,828 Direct	-21.31%	Disposed	37.3% (price as of 2026-08-20)
Dec. 15, 2025	RJF	M	54,406	—	—	480,526 Direct	+12.77%	Acquired	(price as of 2026-08-20)
Dec. 15, 2025	RJF	M	30,853	—	—	511,379 Direct	+6.42%	Acquired	(price as of 2026-08-20)
Dec. 15, 2025	RJF	M	7,073	—	—	518,452 Direct	+1.38%	Acquired	(price as of 2026-08-20)
Dec. 15, 2025	RJF	F	2,652	$163.85	$434,530	515,800 Direct	-0.51%	Disposed	7.7% (price as of 2026-08-20)
Dec. 15, 2025	RJF	F	11,570	$163.85	$1,895,744	504,230 Direct	-2.24%	Disposed	7.7% (price as of 2026-08-20)
Dec. 15, 2025	RJF	S	20,270	$164.22	$3,328,739	483,960 Direct	-4.02%	Disposed	7.4% (price as of 2026-08-20)
Dec. 15, 2025	RJF	F	20,399	$163.85	$3,342,376	463,561 Direct	-4.22%	Disposed	7.7% (price as of 2026-08-20)
Dec. 15, 2025	RJF	F	22,466	$163.85	$3,681,054	441,095 Direct	-4.85%	Disposed	7.7% (price as of 2026-08-20)
Dec. 15, 2025	RJF	G	30,516	—	—	410,579 Direct	-6.92%	Disposed	(price as of 2026-08-20)
Dec. 15, 2025	RJF	F	39,616	$163.85	$6,491,082	370,963 Direct	-9.65%	Disposed	7.7% (price as of 2026-08-20)
Dec. 15, 2025	RJF	S	53,660	$163.24	$8,759,458	317,303 Direct	-14.47%	Disposed	8.1% (price as of 2026-08-20)
Dec. 15, 2025	RJF	S	56,757	$162.68	$9,233,229	260,546 Direct	-17.89%	Disposed	8.4% (price as of 2026-08-20)
Dec. 15, 2025	RJF	M	7,073	—	—	4,715 Direct	-60.00%	Disposed	(price as of 2026-08-20)
Dec. 15, 2025	RJF	M	30,853	—	—	54,406 Direct	-36.19%	Disposed	(price as of 2026-08-20)
Dec. 15, 2025	RJF	M	54,406	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-20)
Dec. 15, 2025	RJF	A	20,751	—	—	20,751 Direct	—	Acquired	(price as of 2026-08-20)
Dec. 2, 2025	RJF	A	105,657	—	—	366,204 Direct	+40.55%	Acquired	(price as of 2026-08-20)
Dec. 2, 2025	RJF	A	59,916	—	—	426,120 Direct	+16.36%	Acquired	(price as of 2026-08-20)
Nov. 30, 2025	RJF	M	3,900	—	—	260,263 Direct	+1.52%	Acquired	(price as of 2026-08-20)
Nov. 30, 2025	RJF	M	2,740	—	—	263,003 Direct	+1.05%	Acquired	(price as of 2026-08-20)
Nov. 30, 2025	RJF	F	1,013	$156.54	$158,575	261,990 Direct	-0.39%	Disposed	12.7% (price as of 2026-08-20)
Nov. 30, 2025	RJF	F	1,443	$156.54	$225,887	260,547 Direct	-0.55%	Disposed	12.7% (price as of 2026-08-20)
Nov. 30, 2025	RJF	M	3,900	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-20)
Nov. 30, 2025	RJF	M	2,740	—	—	2,739 Direct	-50.01%	Disposed	(price as of 2026-08-20)
May 15, 2025	WTW	A	1,032	—	—	2,323 Direct	+79.94%	Acquired	(price as of 2026-08-20)
May 15, 2025	WTW	F	412	$303.37	$124,988	1,291 Direct	-24.19%	Disposed	12.1% (price as of 2026-08-20)
Jan. 2, 2025	RJF	F	26,748	$155.33	$4,154,767	256,363 Direct	-9.45%	Disposed	13.6% (price as of 2026-08-20)
Dec. 15, 2024	RJF	M	29,460	—	—	294,011 Direct	+11.14%	Acquired	(price as of 2026-08-20)
Dec. 15, 2024	RJF	F	10,900	$160.49	$1,749,341	283,111 Direct	-3.71%	Disposed	9.9% (price as of 2026-08-20)
Dec. 15, 2024	RJF	M	29,460	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-20)
Dec. 13, 2024	RJF	A	29,058	—	—	29,058 Direct	—	Acquired	(price as of 2026-08-20)
Dec. 11, 2024	RJF	G	18,559	—	—	264,551 Direct	-6.56%	Disposed	(price as of 2026-08-20)
Dec. 2, 2024	RJF	S	50,000	$167.30	$8,365,000	283,110 Direct	-15.01%	Disposed	5.4% (price as of 2026-08-20)
Nov. 30, 2024	RJF	M	8,218	—	—	333,693 Direct	+2.52%	Acquired	(price as of 2026-08-20)
Nov. 30, 2024	RJF	M	3,900	—	—	337,593 Direct	+1.17%	Acquired	(price as of 2026-08-20)
Nov. 30, 2024	RJF	F	1,443	$169.28	$244,271	336,150 Direct	-0.43%	Disposed	4.2% (price as of 2026-08-20)
Nov. 30, 2024	RJF	F	3,040	$169.28	$514,611	333,110 Direct	-0.90%	Disposed	4.2% (price as of 2026-08-20)
Nov. 30, 2024	RJF	M	3,900	—	—	3,900 Direct	-50.00%	Disposed	(price as of 2026-08-20)
Nov. 30, 2024	RJF	M	8,218	—	—	5,479 Direct	-60.00%	Disposed	(price as of 2026-08-20)
Nov. 25, 2024	RJF	A	74,904	—	—	325,475 Direct	+29.89%	Acquired	(price as of 2026-08-20)
Nov. 22, 2024	RJF	M	3,750	—	—	251,958 Direct	+1.51%	Acquired	(price as of 2026-08-20)
Nov. 22, 2024	RJF	F	1,387	$163.78	$227,163	250,571 Direct	-0.55%	Disposed	7.7% (price as of 2026-08-20)
Nov. 22, 2024	RJF	M	3,750	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-20)
May 22, 2024	WTW	A	858	—	—	1,703 Direct	+101.54%	Acquired	(price as of 2026-08-20)
May 17, 2024	WTW	F	423	$256.38	$108,449	845 Direct	-33.36%	Disposed	32.7% (price as of 2026-08-20)
Jan. 2, 2024	RJF	F	24,323	$111.50	$2,712,014	248,208 Direct	-8.92%	Disposed	58.2% (price as of 2026-08-20)
Dec. 15, 2023	RJF	M	30,833	—	—	283,939 Direct	+12.18%	Acquired	(price as of 2026-08-20)
Dec. 15, 2023	RJF	F	11,408	$110.88	$1,264,919	272,531 Direct	-4.02%	Disposed	59.1% (price as of 2026-08-20)
Dec. 15, 2023	RJF	A	11,724	—	—	11,724 Direct	—	Acquired	(price as of 2026-08-20)
Dec. 15, 2023	RJF	M	30,833	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-20)
Dec. 15, 2023	RJF	A	33,369	—	—	33,369 Direct	—	Acquired	(price as of 2026-08-20)
Dec. 14, 2023	RJF	G	19,116	—	—	253,106 Direct	-7.02%	Disposed	(price as of 2026-08-20)
Nov. 30, 2023	RJF	M	11,700	—	—	276,551 Direct	+4.42%	Acquired	(price as of 2026-08-20)
Nov. 30, 2023	RJF	F	4,329	$103.75	$449,134	272,222 Direct	-1.57%	Disposed	70.0% (price as of 2026-08-20)
Nov. 30, 2023	RJF	M	11,700	—	—	7,800 Direct	-60.00%	Disposed	(price as of 2026-08-20)
Nov. 29, 2023	RJF	M	3,750	—	—	316,238 Direct	+1.20%	Acquired	(price as of 2026-08-20)
Nov. 29, 2023	RJF	F	1,387	$102.73	$142,487	314,851 Direct	-0.44%	Disposed	71.7% (price as of 2026-08-20)
Nov. 29, 2023	RJF	S	50,000	$103.99	$5,199,500	264,851 Direct	-15.88%	Disposed	69.6% (price as of 2026-08-20)
Nov. 29, 2023	RJF	M	3,750	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-20)
Nov. 22, 2023	RJF	M	3,750	—	—	244,500 Direct	+1.56%	Acquired	(price as of 2026-08-20)
Nov. 22, 2023	RJF	F	1,387	$104.27	$144,622	243,113 Direct	-0.57%	Disposed	69.2% (price as of 2026-08-20)
Nov. 22, 2023	RJF	M	3,750	—	—	3,750 Direct	-50.00%	Disposed	(price as of 2026-08-20)
Nov. 20, 2023	RJF	A	69,375	—	—	310,125 Direct	+28.82%	Acquired	(price as of 2026-08-20)
May 17, 2023	WTW	A	881	—	—	1,268 Direct	+227.65%	Acquired	(price as of 2026-08-20)
May 17, 2023	WTW	F	359	$227.39	$81,633	387 Direct	-48.12%	Disposed	49.6% (price as of 2026-08-20)
Jan. 3, 2023	RJF	F	26,749	$106.11	$2,838,336	240,750 Direct	-10.00%	Disposed	66.2% (price as of 2026-08-20)
Dec. 15, 2022	RJF	A	54,406	—	—	54,406 Direct	—	Acquired	(price as of 2026-08-20)
Dec. 15, 2022	RJF	A	11,788	—	—	11,788 Direct	—	Acquired	(price as of 2026-08-20)
Dec. 15, 2022	RJF	A	30,853	—	—	30,853 Direct	—	Acquired	(price as of 2026-08-20)
Dec. 14, 2022	RJF	S	24,016	$111.27	$2,672,260	267,499 Direct	-8.24%	Disposed	58.5% (price as of 2026-08-20)
Dec. 13, 2022	RJF	M	38,736	—	—	305,847 Direct	+14.50%	Acquired	(price as of 2026-08-20)
Dec. 13, 2022	RJF	F	14,332	$111.52	$1,598,305	291,515 Direct	-4.69%	Disposed	58.2% (price as of 2026-08-20)
Dec. 13, 2022	RJF	M	38,736	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-20)
Nov. 30, 2022	RJF	A	76,117	—	—	264,836 Direct	+40.33%	Acquired	(price as of 2026-08-20)
Nov. 30, 2022	RJF	M	3,750	—	—	268,586 Direct	+1.42%	Acquired	(price as of 2026-08-20)
Nov. 30, 2022	RJF	F	1,475	$116.90	$172,428	267,111 Direct	-0.55%	Disposed	50.9% (price as of 2026-08-20)
Nov. 30, 2022	RJF	M	3,750	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-20)
Nov. 29, 2022	RJF	M	3,750	—	—	190,106 Direct	+2.01%	Acquired	(price as of 2026-08-20)
Nov. 29, 2022	RJF	F	1,387	$115.37	$160,018	188,719 Direct	-0.73%	Disposed	52.9% (price as of 2026-08-20)
Nov. 29, 2022	RJF	M	3,750	—	—	3,750 Direct	-50.00%	Disposed	(price as of 2026-08-20)
Nov. 22, 2022	RJF	M	11,250	—	—	190,518 Direct	+6.28%	Acquired	(price as of 2026-08-20)
Nov. 22, 2022	RJF	F	4,162	$123.52	$514,090	186,356 Direct	-2.18%	Disposed	42.8% (price as of 2026-08-20)
Nov. 22, 2022	RJF	M	11,250	—	—	7,500 Direct	-60.00%	Disposed	(price as of 2026-08-20)
Oct. 1, 2022	WTW	A	746	—	—	746 Direct	—	Acquired	(price as of 2026-08-20)
Jan. 3, 2022	RJF	F	29,317	$102.86	$3,015,547	179,268 Direct	-14.06%	Disposed	71.5% (price as of 2026-08-20)
Dec. 20, 2021	RJF	G	8,050	—	—	208,585 Direct	-3.72%	Disposed	(price as of 2026-08-20)
Dec. 15, 2021	RJF	A	29,460	—	—	29,460 Direct	—	Acquired	(price as of 2026-08-20)
Dec. 14, 2021	RJF	M	43,662	—	—	232,789 Direct	+23.09%	Acquired	(price as of 2026-08-20)
Dec. 14, 2021	RJF	F	16,154	$96.40	$1,557,246	216,635 Direct	-6.94%	Disposed	83.0% (price as of 2026-08-20)
Dec. 14, 2021	RJF	M	43,662	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-20)
Dec. 2, 2021	RJF	A	13,697	—	—	13,697 Direct	—	Acquired	(price as of 2026-08-20)
Dec. 1, 2021	RJF	A	83,177	—	—	189,127 Direct	+78.51%	Acquired	(price as of 2026-08-20)
Nov. 30, 2021	RJF	M	3,750	—	—	105,605 Direct	+3.68%	Acquired	(price as of 2026-08-20)
Nov. 30, 2021	RJF	M	3,000	—	—	108,605 Direct	+2.84%	Acquired	(price as of 2026-08-20)
Nov. 30, 2021	RJF	F	1,180	$98.29	$115,982	107,425 Direct	-1.09%	Disposed	79.5% (price as of 2026-08-20)
Nov. 30, 2021	RJF	F	1,475	$98.29	$144,978	105,950 Direct	-1.37%	Disposed	79.5% (price as of 2026-08-20)
Nov. 29, 2021	RJF	M	11,250	—	—	106,281 Direct	+11.84%	Acquired	(price as of 2026-08-20)
Nov. 29, 2021	RJF	F	4,426	$100.57	$445,123	101,855 Direct	-4.16%	Disposed	75.4% (price as of 2026-08-20)

Showing latest 100 of 389 transactions

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 (7,073)	—	Dec. 15, 2027	7,073	Disposed
Dec. 15, 2025	RJF	Restricted Stock Units	Common Stock (30,853)	—	Dec. 15, 2025	30,853	Disposed
Dec. 15, 2025	RJF	Restricted Stock Units	Common Stock (54,406)	—	Dec. 15, 2025	54,406	Disposed
Dec. 15, 2025	RJF	Restricted Stock Units	Common Stock (20,751)	—	Dec. 15, 2028	20,751	Acquired
Nov. 30, 2025	RJF	Restricted Stock Units	Common Stock (3,900)	—	Nov. 30, 2025	3,900	Disposed
Nov. 30, 2025	RJF	Restricted Stock Units	Common Stock (2,740)	—	Nov. 30, 2026	2,740	Disposed
Dec. 15, 2024	RJF	Restricted Stock Units	Common Stock (29,460)	—	Dec. 15, 2024	29,460	Disposed
Dec. 13, 2024	RJF	Restricted Stock Units	Common Stock (29,058)	—	Dec. 15, 2027	29,058	Acquired
Nov. 30, 2024	RJF	Restricted Stock Units	Common Stock (3,900)	—	Nov. 30, 2025	3,900	Disposed
Nov. 30, 2024	RJF	Restricted Stock Units	Common Stock (8,218)	—	Nov. 30, 2026	8,218	Disposed
Nov. 22, 2024	RJF	Restricted Stock Units	Common Stock (3,750)	—	Nov. 22, 2024	3,750	Disposed
Dec. 15, 2023	RJF	Restricted Stock Units	Common Stock (11,724)	—	Dec. 15, 2028	11,724	Acquired
Dec. 15, 2023	RJF	Restricted Stock Units	Common Stock (30,833)	—	Dec. 15, 2023	30,833	Disposed
Dec. 15, 2023	RJF	Restricted Stock Units	Common Stock (33,369)	—	Dec. 15, 2026	33,369	Acquired
Nov. 30, 2023	RJF	Restricted Stock Units	Common Stock (11,700)	—	Nov. 30, 2025	11,700	Disposed
Nov. 29, 2023	RJF	Restricted Stock Units	Common Stock (3,750)	—	Nov. 29, 2023	3,750	Disposed
Nov. 22, 2023	RJF	Restricted Stock Units	Common Stock (3,750)	—	Nov. 22, 2024	3,750	Disposed
Dec. 15, 2022	RJF	Restricted Stock Units	Common Stock (54,406)	—	Dec. 15, 2025	54,406	Acquired
Dec. 15, 2022	RJF	Restricted Stock Units	Common Stock (11,788)	—	Dec. 15, 2027	11,788	Acquired
Dec. 15, 2022	RJF	Restricted Stock Units	Common Stock (30,853)	—	Dec. 15, 2025	30,853	Acquired
Dec. 13, 2022	RJF	Restricted Stock Units	Common Stock (38,736)	—	Dec. 13, 2022	38,736	Disposed
Nov. 30, 2022	RJF	Restricted Stock Units	Common Stock (3,750)	—	Nov. 30, 2022	3,750	Disposed
Nov. 29, 2022	RJF	Restricted Stock Units	Common Stock (3,750)	—	Nov. 29, 2023	3,750	Disposed
Nov. 22, 2022	RJF	Restricted Stock Units	Common Stock (11,250)	—	Nov. 22, 2024	11,250	Disposed
Dec. 15, 2021	RJF	Restricted Stock Units	Common Stock (29,460)	—	Dec. 15, 2024	29,460	Acquired
Dec. 14, 2021	RJF	Restricted Stock Units	Common Stock (43,662)	—	Dec. 14, 2021	43,662	Disposed
Dec. 2, 2021	RJF	Restricted Stock Units	Common Stock (13,697)	—	Nov. 30, 2026	13,697	Acquired
Nov. 30, 2021	RJF	Restricted Stock Units	Common Stock (3,000)	—	Nov. 30, 2021	3,000	Disposed
Nov. 30, 2021	RJF	Restricted Stock Units	Common Stock (3,750)	—	Nov. 30, 2022	3,750	Disposed
Nov. 29, 2021	RJF	Restricted Stock Units	Common Stock (11,250)	—	Nov. 29, 2023	11,250	Disposed
Dec. 15, 2020	RJF	Restricted Stock Units	Common Stock (21,930)	—	Dec. 15, 2020	21,930	Disposed
Dec. 15, 2020	RJF	Restricted Stock Units	Common Stock (20,555)	—	Dec. 15, 2023	20,555	Acquired
Dec. 3, 2020	RJF	Restricted Stock Units	Common Stock (13,000)	—	Nov. 30, 2025	13,000	Acquired
Nov. 30, 2020	RJF	Restricted Stock Units	Common Stock (2,000)	—	Nov. 30, 2021	2,000	Disposed
Nov. 30, 2020	RJF	Restricted Stock Units	Common Stock (7,500)	—	Nov. 30, 2022	7,500	Disposed
Nov. 18, 2020	RJF	Restricted Stock Units	Common Stock (2,000)	—	Nov. 18, 2020	2,000	Disposed
March 10, 2020	RJF	Employee Stock Option (right to buy)	Common Stock (2,500)	$55.49	Nov. 20, 2021	2,500	Disposed
Dec. 15, 2019	RJF	Restricted Stock Units	Common Stock (18,446)	—	Dec. 15, 2019	18,446	Disposed
Dec. 13, 2019	RJF	Restricted Stock Units	Common Stock (25,824)	—	Dec. 13, 2022	25,824	Acquired
Nov. 30, 2019	RJF	Restricted Stock Units	Common Stock (6,000)	—	Nov. 30, 2021	6,000	Disposed
Nov. 22, 2019	RJF	Restricted Stock Units	Common Stock (12,500)	—	Nov. 22, 2024	12,500	Acquired
Nov. 18, 2019	RJF	Restricted Stock Units	Common Stock (2,000)	—	Nov. 18, 2020	2,000	Disposed
Dec. 15, 2018	RJF	Restricted Stock Units	Common Stock (20,891)	—	Dec. 15, 2018	20,891	Disposed
Dec. 14, 2018	RJF	Restricted Stock Units	Common Stock (29,108)	—	Dec. 14, 2021	29,108	Acquired
Nov. 29, 2018	RJF	Restricted Stock Units	Common Stock (12,500)	—	Nov. 29, 2023	12,500	Acquired
Nov. 26, 2018	RJF	Employee Stock Option (right to buy)	Common Stock (2,500)	$55.49	Nov. 20, 2021	2,500	Disposed
Nov. 26, 2018	RJF	Employee Stock Option (right to buy)	Common Stock (2,500)	$48.20	Nov. 21, 2020	2,500	Disposed
Nov. 21, 2018	RJF	Restricted Stock Units	Common Stock (2,000)	—	Nov. 21, 2018	2,000	Disposed
Nov. 18, 2018	RJF	Restricted Stock Units	Common Stock (6,000)	—	Nov. 18, 2020	6,000	Disposed
Oct. 25, 2018	RJF	Employee Stock Option (right to buy)	Common Stock (7,500)	$55.49	Nov. 20, 2021	7,500	Disposed
Oct. 25, 2018	RJF	Employee Stock Option (right to buy)	Common Stock (9,890)	$48.20	Nov. 21, 2020	9,890	Disposed
Oct. 25, 2018	RJF	Employee Stock Option (right to buy)	Common Stock (2,500)	$37.87	Nov. 29, 2019	2,500	Disposed
Dec. 15, 2017	RJF	Restricted Stock Units	Common Stock (14,142)	—	Dec. 15, 2017	14,142	Disposed
Dec. 15, 2017	RJF	Restricted Stock Units	Common Stock (21,930)	—	Dec. 15, 2020	21,930	Acquired
Nov. 30, 2017	RJF	Restricted Stock Units	Common Stock (12,500)	—	Nov. 30, 2022	12,500	Acquired
Nov. 29, 2017	RJF	Employee Stock Option (right to buy)	Common Stock (110)	$48.20	Nov. 21, 2020	110	Disposed
Nov. 29, 2017	RJF	Employee Stock Option (right to buy)	Common Stock (2,500)	$37.87	Nov. 29, 2019	2,500	Disposed
Nov. 21, 2017	RJF	Restricted Stock Units	Common Stock (2,000)	—	Nov. 21, 2018	2,000	Disposed
Dec. 15, 2016	RJF	Restricted Stock Units	Common Stock (18,446)	—	Dec. 15, 2019	18,446	Acquired
Dec. 13, 2016	RJF	Restricted Stock Units	Common Stock (13,309)	—	Dec. 13, 2016	13,309	Disposed
Dec. 6, 2016	RJF	Employee Stock Option (right to buy)	Common Stock (3,690)	$27.10	Jan. 22, 2017	3,690	Disposed
Dec. 5, 2016	RJF	Employee Stock Option (right to buy)	Common Stock (1,310)	$27.10	Jan. 22, 2017	1,310	Disposed
Nov. 30, 2016	RJF	Restricted Stock Units	Common Stock (10,000)	—	Nov. 30, 2021	10,000	Acquired
Nov. 21, 2016	RJF	Restricted Stock Units	Common Stock (6,000)	—	Nov. 21, 2018	6,000	Disposed
Dec. 15, 2015	RJF	Restricted Stock Units	Common Stock (20,891)	—	Dec. 15, 2018	20,891	Acquired
Dec. 14, 2015	RJF	Restricted Stock Units	Common Stock (11,345)	—	Dec. 14, 2015	11,345	Disposed
Dec. 2, 2015	RJF	Employee Stock Option (right to buy)	Common Stock (13,955)	$25.28	Jan. 24, 2016	13,955	Disposed
Dec. 1, 2015	RJF	Employee Stock Option (right to buy)	Common Stock (7,500)	$37.87	Nov. 29, 2019	7,500	Disposed
Dec. 1, 2015	RJF	Employee Stock Option (right to buy)	Common Stock (11,045)	$25.28	Jan. 24, 2016	11,045	Disposed
Dec. 1, 2015	RJF	Employee Stock Option (right to buy)	Common Stock (20,000)	$27.10	Jan. 22, 2017	20,000	Disposed
Nov. 18, 2015	RJF	Restricted Stock Units	Common Stock (10,000)	—	Nov. 18, 2020	10,000	Acquired
Dec. 15, 2014	RJF	Restricted Stock Units	Common Stock (14,142)	—	Dec. 15, 2017	14,142	Acquired
Dec. 15, 2014	RJF	Restricted Stock Units	Common Stock (27,500)	—	Dec. 15, 2014	27,500	Disposed
Nov. 20, 2014	RJF	Employee Stock Option (right to buy)	Common Stock (12,500)	$55.49	Nov. 20, 2021	12,500	Acquired
Feb. 5, 2014	RJF	Employee Stock Option (right to buy)	Common Stock (2,500)	$15.91	Feb. 20, 2014	2,500	Disposed
Dec. 15, 2013	RJF	Restricted Stock Units	Common Stock (13,162)	—	Dec. 15, 2013	13,162	Disposed
Dec. 13, 2013	RJF	Restricted Stock Units	Common Stock (13,309)	—	Dec. 13, 2016	13,309	Acquired
Nov. 21, 2013	RJF	Restricted Stock Units	Common Stock (10,000)	—	Nov. 21, 2018	10,000	Acquired
Nov. 21, 2013	RJF	Employee Stock Option (right to buy)	Common Stock (12,500)	$48.20	Nov. 21, 2020	12,500	Acquired
Feb. 12, 2013	RJF	Employee Stock Option (right to buy)	Common Stock (2,500)	$25.87	Feb. 15, 2013	2,500	Disposed
Dec. 14, 2012	RJF	Restricted Stock Units	Common Stock (11,345)	—	Dec. 14, 2015	11,345	Acquired
Dec. 14, 2012	RJF	Performance Restricted Stock Units	Common Stock (11,345)	—	March 15, 2016	11,345	Acquired
Nov. 29, 2012	RJF	Employee Stock Option (right to buy)	Common Stock (12,500)	$37.87	Nov. 29, 2019	12,500	Acquired
Feb. 23, 2012	RJF	Employee Stock Option (right to buy)	Common Stock (25,000)	$27.10	Jan. 22, 2017	25,000	Acquired
Feb. 16, 2012	RJF	Employee Stock Option (right to buy)	Common Stock (2,500)	$31.82	Feb. 16, 2012	2,500	Disposed
Dec. 15, 2011	RJF	Restricted Stock Units	Common Stock (27,500)	—	Dec. 15, 2014	27,500	Acquired
Feb. 14, 2011	RJF	Employee Stock Option (right to buy)	Common Stock (2,250)	$30.13	Feb. 17, 2011	2,250	Disposed
Dec. 15, 2010	RJF	Restricted Stock Units	Common Stock (13,162)	—	Dec. 15, 2013	13,162	Acquired
Nov. 24, 2009	RJF	Employee Stock Option (right to buy)	Common Stock (25,000)	$25.28	Jan. 24, 2016	25,000	Acquired
Nov. 24, 2009	RJF	Employee Stock Option (right to buy)	Common Stock (25,000)	$25.28	Nov. 24, 2015	25,000	Acquired
Feb. 20, 2009	RJF	Employee Stock Option (right to buy)	Common Stock (2,500)	$15.91	Feb. 20, 2014	2,500	Acquired
Feb. 15, 2008	RJF	Employee Stock Option (right to buy)	Common Stock (2,500)	$25.87	Feb. 15, 2013	2,500	Acquired
July 2, 2007	KFY	Employee Stock Option (right to buy)	Common Stock, par value $0.01 per share (160,000)	$15.50	June 29, 2011	160,000	Disposed
July 2, 2007	KFY	Employee Stock Option (right to buy)	Common Stock, par value $0.01 per share (200,000)	$7.38	Sept. 27, 2012	200,000	Disposed
Feb. 16, 2007	RJF	Employee Stock Option (right to buy)	Common Stock (2,500)	$31.82	Feb. 16, 2012	2,500	Acquired
June 29, 2006	KFY	Employee Stock Option (right to buy)	Common Stock, par value $0.01 per share (40,400)	$15.50	June 29, 2006	—	Disposed
June 28, 2006	KFY	Employee Stock Option (right to buy)	Common Stock, par value $0.01 per share (109,600)	$15.50	June 29, 2006	109,600	Disposed
Feb. 17, 2006	RJF	Employee Stock Option (right to buy)	Common Stock (1,500)	$45.20	Feb. 17, 2011	1,500	Acquired
July 7, 2005	KFY	Employee Stock Option (right to buy)	Common Stock (53,800)	$17.97	July 7, 2015	53,800	Acquired

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

Initial ownership (Form 3) 2 holdings

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

Date	Ticker	Security	Shares	Ownership
Oct. 4, 2022	WTW	Ordinary Shares, nominal value $0.000304635 per share	48	Indirect
Jan. 4, 2006	RJF	Common Stock	275	Direct

Compensation (DEF 14A)

Matched by name from proxy statements (DEF 14A) — verify against the filing.

KFY

CEO

Fiscal year	Salary	Bonus	Stock awards	Option awards	Non-equity incentive	Pension change	Other	Total
2002	$500,542	$1,400,000	—	—	—	—	$650,000	—

RJF

Fiscal year	Salary	Bonus	Stock awards	Option awards	Non-equity incentive	Pension change	Other	Total
2021	$500,000	$7,100,062	$5,930,786	—	—	—	$370,198	$13,901,046
2020	$500,000	$4,700,054	$6,976,835	—	—	—	$272,470	$12,449,359
2019	$500,000	$5,875,040	$6,453,332	—	—	—	$262,022	$13,090,394

Figures from the Summary Compensation Table of the company's proxy statement (DEF 14A). Compensation is not a recommendation.