Coulter James Robert Edward's Insider Trades & SAST Disclosures
Coulter James Robert Edward's most recent trade in Raymond James Financial, Inc. was a trade of 3,312 Restricted Stock Units done . Disclosure was reported to the exchange on Dec. 13, 2024.
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"Balanced Fund": Use this format with quotation marks to find the exact phrase. The output matches
"Balanced Fund"
but not "Balanced Growth Fund"
Balanced Fund: Use this format without quotation marks to search for all funds related to the term
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"Balanced Income Fund", "Balanced Growth Fund" and any fund name containing "Balanced Fund".
| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| Raymond James Financial, Inc. | James Robert Edward Coulter | Director & CEO, RJ Ltd. | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 13 Dec 2024 | 3,312 | 3,312 | - | - | Restricted Stock Units | |
| Raymond James Financial, Inc. | James Robert Edward Coulter | Director & CEO, RJ Ltd. | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 13 Dec 2024 | 723 | 723 | - | - | Restricted Stock Units | |
| Raymond James Financial, Inc. | James Robert Edward Coulter | Director & CEO, RJ Ltd. | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 10 Dec 2024 | 488 | 18,463 (0%) | 0% | 0 | Common Stock | |
| Raymond James Financial, Inc. | James Robert Edward Coulter | Director & CEO, RJ Ltd. | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 10 Dec 2024 | 488 | 0 | - | - | Restricted Stock Units | |
| Raymond James Financial, Inc. | James Robert Edward Coulter | Director & CEO, RJ Ltd. | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 30 Sep 2024 | 2,058 | 0 | - | - | Restricted Stock Units | |
| Raymond James Financial, Inc. | James Robert Edward Coulter | Director & CEO, RJ Ltd. | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 30 Sep 2024 | 2,058 | 17,975 (0%) | 0% | 0 | Common Stock | |
| Raymond James Financial, Inc. | James Coulter Robert Edward | Director & CEO, RJ Ltd. | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Dec 2023 | 5,185 | 5,185 | - | - | Restricted Stock Units | |
| Raymond James Financial, Inc. | Coulter Robert Edward James | Director & CEO, RJ Ltd. | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Dec 2023 | 1,010 | 1,010 | - | - | Restricted Stock Units | |
| Raymond James Financial, Inc. | James Robert Edward Coulter | Director & CEO, RJ Ltd. | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 11 Dec 2023 | 407 | 0 | - | - | Restricted Stock Units | |
| Raymond James Financial, Inc. | Coulter James Robert Edward | Director & CEO, RJ Ltd. | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 11 Dec 2023 | 407 | 15,917 (0%) | 0% | 0 | Common Stock | |
| Raymond James Financial, Inc. | James Robert Edward Coulter | Director & CEO, RJ Ltd. | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 30 Sep 2023 | 3,203 | 0 | - | - | Restricted Stock Units | |
| Raymond James Financial, Inc. | James Robert Edward Coulter | Director & CEO, RJ Ltd. | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 30 Sep 2023 | 3,203 | 15,510 (0%) | 0% | 0 | Common Stock | |
| Raymond James Financial, Inc. | James Robert Edward Coulter | Director & CEO, RJ Ltd. | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Dec 2022 | 4,619 | 4,619 | - | - | Restricted Stock Units | |
| Raymond James Financial, Inc. | James Robert Edward Coulter | Director & CEO, RJ Ltd. | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Dec 2022 | 775 | 775 | - | - | Restricted Stock Units | |
| Raymond James Financial, Inc. | James Robert Edward Coulter | Director & CEO, RJ Ltd. | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 30 Sep 2022 | 2,250 | 0 | - | - | Restricted Stock Units | |
| Raymond James Financial, Inc. | James Robert Edward Coulter | Director & CEO, RJ Ltd. | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 30 Sep 2022 | 2,250 | 12,307 (0%) | 0% | 0 | Common Stock | |
| Raymond James Financial, Inc. | James Robert Edward Coulter | Director & CEO, RJ Ltd. | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 24 Feb 2022 | 2,806 | 2,806 | - | - | Restricted Stock Units |
*All Values are in $ Million
Client Category: Promoter/ KMP/ Director / Immediate Relatives / Employee / etc
Security Type: Share/ Warrants / Convertible Debentures
Security Type: Share/ Warrants / Convertible Debentures
Data as reported to USA Exchanges