Robert E. James's Insider Trades & SAST Disclosures
Robert E. James'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
"Balanced Fund" The results may include
"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 | |
| HomeTrust Bancshares Inc | Robert E. James | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 May 2024 | 1,624 | 18,071 (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 | |
| HomeTrust Bancshares Inc | Robert E. James | Director | Purchase of securities on an exchange or from another person at price $ 20.02 per share. | 19 May 2023 | 2,500 | 16,447 (0%) | 0% | 20.0 | 50,053 | Common Stock |
| HomeTrust Bancshares Inc | Robert E. James | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 10 Feb 2023 | 1,148 | 13,947 (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 | |
| HomeTrust Bancshares Inc | Robert E. James | Director | Purchase of securities on an exchange or from another person at price $ 22.81 per share. | 15 Sep 2022 | 2,500 | 12,799 (0%) | 0% | 22.8 | 57,025 | 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 | |
| HomeTrust Bancshares Inc | Robert E. James | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 11 Feb 2022 | 955 | 10,299 (0%) | 0% | 0 | Common Stock | |
| HomeTrust Bancshares Inc | Robert E. James | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 11 Feb 2021 | 1,412 | 9,344 (0%) | 0% | 0 | Common Stock |
*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