Tarek Helal
CIK 1886423 · View on SEC EDGAR ↗
Insider
First SEC filing: Feb. 26, 2025 · Latest: Feb. 26, 2025
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. 30, 2025 | RJF | G | 80 | — | — | 81 Indirect | -49.69% | Disposed | (price as of 2026-08-21) |
| Dec. 30, 2025 | RJF | G | 81 | — | — | 0 Indirect | -100.00% | Disposed | (price as of 2026-08-21) |
| Dec. 30, 2025 | RJF | G | 81 | — | — | 81 Indirect | — | Acquired | (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 | A | 458 | — | — | 458 Direct | — | Acquired | (price as of 2026-08-21) |
| Dec. 2, 2025 | RJF | M | 442 | — | — | 25,136 Direct | +1.79% | Acquired | (price as of 2026-08-21) |
| Dec. 2, 2025 | RJF | F | 107 | $155.83 | $16,674 | 25,029 Direct | -0.43% | Disposed | 12.5% (price as of 2026-08-21) |
| Dec. 2, 2025 | RJF | M | 442 | — | — | 0 Direct | -100.00% | Disposed | (price as of 2026-08-21) |
| Nov. 30, 2025 | RJF | M | 1,554 | — | — | 23,929 Direct | +6.95% | Acquired | (price as of 2026-08-21) |
| Nov. 30, 2025 | RJF | M | 900 | — | — | 24,829 Direct | +3.76% | Acquired | (price as of 2026-08-21) |
| Nov. 30, 2025 | RJF | M | 611 | — | — | 25,440 Direct | +2.46% | Acquired | (price as of 2026-08-21) |
| Nov. 30, 2025 | RJF | F | 148 | $156.54 | $23,168 | 25,292 Direct | -0.58% | Disposed | 12.0% (price as of 2026-08-21) |
| Nov. 30, 2025 | RJF | F | 220 | $156.54 | $34,439 | 25,072 Direct | -0.87% | Disposed | 12.0% (price as of 2026-08-21) |
| Nov. 30, 2025 | RJF | F | 378 | $156.54 | $59,172 | 24,694 Direct | -1.51% | Disposed | 12.0% (price as of 2026-08-21) |
| Nov. 30, 2025 | RJF | M | 900 | — | — | 0 Direct | -100.00% | Disposed | (price as of 2026-08-21) |
| Nov. 30, 2025 | RJF | M | 611 | — | — | 611 Direct | -50.00% | Disposed | (price as of 2026-08-21) |
| Nov. 30, 2025 | RJF | M | 1,554 | — | — | 1,036 Direct | -60.00% | 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 (3,661) | — | Dec. 15, 2030 | 3,661 | Acquired |
| Dec. 15, 2025 | RJF | Restricted Stock Units | Common Stock (458) | — | Dec. 15, 2028 | 458 | Acquired |
| Dec. 2, 2025 | RJF | Restricted Stock Units | Common Stock (442) | — | Dec. 2, 2025 | 442 | Disposed |
| Nov. 30, 2025 | RJF | Restricted Stock Units | Common Stock (900) | — | Nov. 30, 2025 | 900 | Disposed |
| Nov. 30, 2025 | RJF | Restricted Stock Units | Common Stock (611) | — | Nov. 30, 2026 | 611 | Disposed |
| Nov. 30, 2025 | RJF | Restricted Stock Units | Common Stock (1,554) | — | Nov. 30, 2027 | 1,554 | Disposed |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 17 holdings
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| Feb. 26, 2025 | RJF | Common Stock | 22,215 | Direct |
| Feb. 26, 2025 | RJF | Common Stock | 161 | Indirect |
| Feb. 26, 2025 | RJF | Common Stock | 495 | Indirect |
| Feb. 26, 2025 | RJF | Restricted Stock Units→ Common Stock | — | Direct |
| Feb. 26, 2025 | RJF | Restricted Stock Units→ Common Stock (1,222) | 1,222 | Direct |
| Feb. 26, 2025 | RJF | Restricted Stock Units→ Common Stock (2,590) | 2,590 | Direct |
| Feb. 26, 2025 | RJF | Restricted Stock Units→ Common Stock (3,355) | 3,355 | Direct |
| Feb. 26, 2025 | RJF | Restricted Stock Units→ Common Stock (1,513) | 1,513 | Direct |
| Feb. 26, 2025 | RJF | Restricted Stock Units→ Common Stock | — | Direct |
| Feb. 26, 2025 | RJF | Restricted Stock Units→ Common Stock | — | Direct |
| Feb. 26, 2025 | RJF | Restricted Stock Units→ Common Stock | — | Direct |
| Nov. 15, 2021 | BAFN | Common Stock | 20,551 | Direct |
| Nov. 15, 2021 | BAFN | Option (Right to Buy)→ Common Stock (5,400) | 5,400 | Direct |
| Nov. 15, 2021 | BAFN | Option (Right to Buy)→ Common Stock (3,900) | 3,900 | Direct |
| Nov. 15, 2021 | BAFN | Option (Right to Buy)→ Common Stock (3,900) | 3,900 | Direct |
| Nov. 15, 2021 | BAFN | Series B Convertible Preferred Stock→ Common Stock | — | Direct |
| Nov. 15, 2021 | BAFN | Option (Right to Buy)→ Common Stock (3,750) | 3,750 | Direct |