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Who

Tarek Helal

Chief Strategy Officer

Company insider

Files Form 4 as: Chief Strategy Officer, Raymond James Financial; Director, BayFirst Financial.

In numbers

Trades disclosed
42
Buys
4
Sells
0
Bought
$36K
Sold
$0
Companies
2
Companies where not an officer
1
First trade
20 Dec 2021
Last trade
20 Aug 2026
Last filed
27 Aug 2026

Companies traded

Where they are an officer
RJF Raymond James FinancialOfficer · Capital Markets & Asset Management · last 20 Aug 20260 buys · 0 sells
Everywhere else they filed: board seats, 10% stakes, other companies
BAFN BayFirst FinancialDirector · Regional banks · last 15 Sep 20244 buys · 0 sells

Activity over time

1 Nov 2024 – 1 Oct 2026
101Nov 24May 25Nov 25Apr 26Oct 26

Buys above the line, sells below, each month.

Every trade

TradedCompanyWhatAmount
20 Aug 2026filed 27 Aug 2026RJF Raymond James FinancialCapital Markets & Asset ManagementSEC FORM 4 Code G—23,397 at $0.00filing
20 Aug 2026filed 27 Aug 2026RJF Raymond James FinancialCapital Markets & Asset ManagementSEC FORM 4 Code G—23,397 at $0.00filing
20 Aug 2026filed 27 Aug 2026RJF Raymond James FinancialCapital Markets & Asset ManagementSEC FORM 4 Code G—23,397 at $0.00filing
20 Aug 2026filed 27 Aug 2026RJF Raymond James FinancialCapital Markets & Asset ManagementSEC FORM 4 Code G—23,397 at $0.00filing
30 Dec 2025filed 2 Jan 2026RJF Raymond James FinancialCapital Markets & Asset ManagementSEC FORM 4 Code G—80 at $0.00filing
30 Dec 2025filed 2 Jan 2026RJF Raymond James FinancialCapital Markets & Asset ManagementSEC FORM 4 Code G—81 at $0.00filing
30 Dec 2025filed 2 Jan 2026RJF Raymond James FinancialCapital Markets & Asset ManagementSEC FORM 4 Code G—81 at $0.00filing
30 Dec 2025filed 2 Jan 2026RJF Raymond James FinancialCapital Markets & Asset ManagementSEC FORM 4 Code G—80 at $0.00filing
30 Dec 2025filed 2 Jan 2026RJF Raymond James FinancialCapital Markets & Asset ManagementSEC FORM 4 Code G—81 at $0.00filing
30 Dec 2025filed 2 Jan 2026RJF Raymond James FinancialCapital Markets & Asset ManagementSEC FORM 4 Code G—81 at $0.00filing
15 Dec 2025filed 17 Dec 2025RJF Raymond James Financialoption or derivative · Capital Markets & Asset ManagementSEC FORM 4 Code A—3,661 at $0.00filing
15 Dec 2025filed 17 Dec 2025RJF Raymond James Financialoption or derivative · Capital Markets & Asset ManagementSEC FORM 4 Code A—458 at $0.00filing
2 Dec 2025filed 2 Dec 2025RJF Raymond James Financialoption or derivative · Capital Markets & Asset ManagementSEC FORM 4 Code M—442 at $0.00filing
2 Dec 2025filed 2 Dec 2025RJF Raymond James FinancialCapital Markets & Asset ManagementSEC FORM 4 Code M—442 at $0.00filing
2 Dec 2025filed 2 Dec 2025RJF Raymond James FinancialCapital Markets & Asset ManagementSEC FORM 4 Code F$17K107 at $155.83filing
30 Nov 2025filed 2 Dec 2025RJF Raymond James Financialoption or derivative · Capital Markets & Asset ManagementSEC FORM 4 Code M—900 at $0.00filing
30 Nov 2025filed 2 Dec 2025RJF Raymond James Financialoption or derivative · Capital Markets & Asset ManagementSEC FORM 4 Code M—611 at $0.00filing
30 Nov 2025filed 2 Dec 2025RJF Raymond James Financialoption or derivative · Capital Markets & Asset ManagementSEC FORM 4 Code M—1,554 at $0.00filing
30 Nov 2025filed 2 Dec 2025RJF Raymond James FinancialCapital Markets & Asset ManagementSEC FORM 4 Code M—1,554 at $0.00filing
30 Nov 2025filed 2 Dec 2025RJF Raymond James FinancialCapital Markets & Asset ManagementSEC FORM 4 Code M—900 at $0.00filing

News

No headline names them, or the companies they trade most, lately.

Sectors

Financials4

Buys in green, sells in red, by the company’s sector.

Related people

Bella Loykhter AllaireChief Admin Officer · Chief Admin Officer at Raymond James Financial, filing Form 4 there in the last year
Scott A. CurtisChief Operating Officer · Chief Operating Officer at Raymond James Financial, filing Form 4 there in the last year
Tashtego S. ElwynPresident, PCG · President, PCG at Raymond James Financial, filing Form 4 there in the last year
Steven M. RaneyExecutive Chair RJBank · Executive Chair RJBank at Raymond James Financial, filing Form 4 there in the last year
Christopher S. AisenbreyChief Human Resources Officer · Chief Human Resources Officer at Raymond James Financial, filing Form 4 there in the last year