Tarek Helal's most recent trade in Raymond James Financial, Inc. was a trade of 81 Common Stock done . Disclosure was reported to the exchange on Dec. 30, 2025.
| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| Raymond James Financial | Tarek Helal | Chief Strategy Officer | Gift of securities by or to the insider at price $ 0.00 per share. | 30 Dec 2025 | 81 | 81 (0%) | 0% | 0 | Common Stock | |
| Raymond James Financial | Tarek Helal | Chief Strategy Officer | Gift of securities by or to the insider at price $ 0.00 per share. | 30 Dec 2025 | 81 | 0 (0%) | 0% | 0 | Common Stock | |
| Raymond James Financial | Tarek Helal | Chief Strategy Officer | Gift of securities by or to the insider at price $ 0.00 per share. | 30 Dec 2025 | 80 | 81 (0%) | 0% | 0 | Common Stock | |
| Raymond James Financial | Tarek Helal | Chief Strategy Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Dec 2025 | 3,661 | 3,661 | - | - | Restricted Stock Units | |
| Raymond James Financial | Tarek Helal | Chief Strategy Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Dec 2025 | 458 | 458 | - | - | Restricted Stock Units | |
| Raymond James Financial | Tarek Helal | Chief Strategy Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 30 Nov 2025 | 1,554 | 23,929 (0%) | 0% | 0 | Common Stock | |
| Raymond James Financial | Tarek Helal | Chief Strategy Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 30 Nov 2025 | 1,554 | 1,036 | - | - | Restricted Stock Units | |
| Raymond James Financial | Tarek Helal | Chief Strategy Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 30 Nov 2025 | 900 | 24,829 (0%) | 0% | 0 | Common Stock | |
| Raymond James Financial | Tarek Helal | Chief Strategy Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 30 Nov 2025 | 900 | 0 | - | - | Restricted Stock Units | |
| Raymond James Financial | Tarek Helal | Chief Strategy Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 30 Nov 2025 | 611 | 25,440 (0%) | 0% | 0 | Common Stock | |
| Raymond James Financial | Tarek Helal | Chief Strategy Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 30 Nov 2025 | 611 | 611 | - | - | Restricted Stock Units | |
| Raymond James Financial | Tarek Helal | Chief Strategy Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 30 Nov 2025 | 442 | 0 | - | - | Restricted Stock Units | |
| Raymond James Financial | Tarek Helal | Chief Strategy Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 30 Nov 2025 | 442 | 25,136 (0%) | 0% | 0 | Common Stock | |
| Raymond James Financial | Tarek Helal | Chief Strategy Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 156.54 per share. | 30 Nov 2025 | 378 | 24,694 (0%) | 0% | 156.5 | 59,172 | Common Stock |
| Raymond James Financial | Tarek Helal | Chief Strategy Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 156.54 per share. | 30 Nov 2025 | 220 | 25,072 (0%) | 0% | 156.5 | 34,439 | Common Stock |
| Raymond James Financial | Tarek Helal | Chief Strategy Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 156.54 per share. | 30 Nov 2025 | 148 | 25,292 (0%) | 0% | 156.5 | 23,168 | Common Stock |
| Raymond James Financial | Tarek Helal | Chief Strategy Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 155.83 per share. | 30 Nov 2025 | 107 | 25,029 (0%) | 0% | 155.8 | 16,674 | Common Stock |
| BayFirst Fin Corp | Tarek Helal | Director | Other type of transaction at price $ 17.00 per share. | 15 Sep 2024 | 1 | 24,472 | - | 17 | 17 | Common Stock |
| BayFirst Fin Corp | Tarek Helal | Director | Other type of transaction at price $ 17.00 per share. | 15 Jun 2024 | 1 | 24,471 | - | 17 | 17 | Common Stock |
| BayFirst Fin Corp | Tarek Helal | Director | Other type of transaction at price $ 17.00 per share. | 15 Mar 2024 | 1 | 24,469 | - | 17 | 17 | Common Stock |
| BayFirst Fin Corp | Tarek Helal | Director | Grant, award, or other acquisition of securities at price $ 11.70 per share. | 23 Jan 2024 | 925 | 24,468 | - | 11.7 | 10,823 | Common Stock |
| BayFirst Fin Corp | Tarek Helal | Director | Other type of transaction at price $ 17.00 per share. | 15 Dec 2023 | 1 | 23,543 | - | 17 | 17 | Common Stock |
| BayFirst Fin Corp | Tarek Helal | Director | Other type of transaction at price $ 17.00 per share. | 15 Sep 2023 | 1 | 23,541 | - | 17 | 17 | Common Stock |
| BayFirst Fin Corp | Tarek Helal | Director | Other type of transaction at price $ 17.00 per share. | 15 Jun 2023 | 1 | 23,540 | - | 17 | 17 | Common Stock |
| BayFirst Fin Corp | Tarek Helal | Director | Grant, award, or other acquisition of securities at price $ 18.30 per share. | 26 Jan 2023 | 925 | 23,538 | - | 18.3 | 16,928 | Common Stock |
| BayFirst Fin Corp | Tarek Helal | Director | Other type of transaction at price $ 17.00 per share. | 15 Dec 2022 | 1 | 22,613 | - | 17 | 17 | Common Stock |
| BayFirst Fin Corp | Tarek Helal | Director | Other type of transaction at price $ 17.00 per share. | 15 Jun 2022 | 1 | 22,611 | - | 17 | 17 | Common Stock |
| BayFirst Fin Corp | Tarek Helal | Director | Purchase of securities on an exchange or from another person at price $ 16.26 per share. | 19 May 2022 | 133 | 22,610 | - | 16.3 | 2,163 | Common Stock |
| BayFirst Fin Corp | Tarek Helal | Director | Purchase of securities on an exchange or from another person at price $ 16.50 per share. | 09 May 2022 | 1,000 | 22,477 | - | 16.5 | 16,500 | Common Stock |
| BayFirst Fin Corp | Tarek Helal | Director | Purchase of securities on an exchange or from another person at price $ 17.09 per share. | 05 May 2022 | 1,000 | 1,000 | - | 17.1 | 17,090 | Common Stock |