Helal Tarek
SEC insider (Form 3/4/5 filer). CIK 0001886423. Chief Strategy Officer at RAYMOND JAMES FINANCIAL INC (RJF) and 1 other issuer. 16 reported Form 4/5 transactions since Sep 2024; latest on Aug 20, 2026. Located in ST. PETERSBURG, FL.
Companies Helal Tarek has filed insider reports for
- RAYMOND JAMES FINANCIAL INC (RJF): Officer, Chief Strategy Officer
- BayFirst Financial Corp. (BAFN): Director
Helal Tarek
CIK: 0001886423
Transaction Breakdown
High conviction signal
Position reduction
Derivative conversions
Compensation grants
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Discretionary Trading P&L
Holdings
Transaction History (16 total)
- Aug 20, 2026RJF
RAYMOND JAMES FINANCIAL INC
GiftDirect23.4K shares- - Aug 20, 2026RJF
RAYMOND JAMES FINANCIAL INC
GiftDirect23.4K shares- - Dec 30, 2025RJF
RAYMOND JAMES FINANCIAL INC
GiftIndirect81 shares- - Dec 30, 2025RJF
RAYMOND JAMES FINANCIAL INC
GiftIndirect81 shares- - Dec 30, 2025RJF
RAYMOND JAMES FINANCIAL INC
GiftIndirect80 shares- - Dec 15, 2025RJF
RAYMOND JAMES FINANCIAL INC
AwardDirectRestricted Stock Units
458 shares- - Dec 15, 2025RJF
RAYMOND JAMES FINANCIAL INC
AwardDirectRestricted Stock Units
3.7K shares- - Dec 2, 2025RJF
RAYMOND JAMES FINANCIAL INC
ExerciseDirect442 shares- - Dec 2, 2025RJF
RAYMOND JAMES FINANCIAL INC
Tax PaymentDirect107 shares at avg. $155.83$17K - Nov 30, 2025RJF
RAYMOND JAMES FINANCIAL INC
ExerciseDirect611 shares-
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Aug 20, 2026 |  RJF RAYMOND JAMES FINANCIAL INC | Gift | 23,397 | - | $0 | Direct |
| Aug 20, 2026 | RJF RAYMOND JAMES FINANCIAL INC | Gift | 23,397 | - | $0 | Direct |
| Dec 30, 2025 | RJF RAYMOND JAMES FINANCIAL INC | Gift | 81 | - | $0 | Indirect |
| Dec 30, 2025 | RJF RAYMOND JAMES FINANCIAL INC | Gift | 81 | - | $0 | Indirect |
| Dec 30, 2025 | RJF RAYMOND JAMES FINANCIAL INC | Gift | 80 | - | $0 | Indirect |
| Dec 15, 2025 | RJF RAYMOND JAMES FINANCIAL INC | Award Restricted Stock Units | 458 | - | - | Direct |
| Dec 15, 2025 | RJF RAYMOND JAMES FINANCIAL INC | Award Restricted Stock Units | 3,661 | - | - | Direct |
| Dec 2, 2025 | RJF RAYMOND JAMES FINANCIAL INC | Exercise | 442 | - | - | Direct |
| Dec 2, 2025 | RJF RAYMOND JAMES FINANCIAL INC | Tax Payment | 107 | $155.83 | $16,674 | Direct |
| Nov 30, 2025 | RJF RAYMOND JAMES FINANCIAL INC | Exercise | 611 | - | - | Direct |
1-10 of 16 transactions