Raymond James Financial
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Raymond James Financial (RJF) investor relations material

Raymond James Financial Proxy Filing summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Proxy Filing summary4 Feb, 2026

Executive summary

  • Supplement updates Proposal 3 regarding the Amended and Restated 2012 Stock Incentive Plan, clarifying award calculations and dilution impact.

  • Revised methodology eliminates the 2.8-to-1 fungible share ratio, providing a more accurate representation of dilution.

  • As of December 17, 2025, 6,495,168 shares are subject to outstanding awards, with 7,590,594 shares available for future grants.

Voting matters and shareholder proposals

  • Proposal 3 seeks approval of the Amended and Restated 2012 Stock Incentive Plan, with updated disclosure on award calculations and dilution.

  • No other changes to the proxy statement or matters for shareholder consideration.

Executive compensation and say-on-pay

  • 6,460,293 shares are subject to full value awards, and 34,875 to options with a weighted average price of $59.71 and less than one year term.

  • The 2012 Plan is the only active equity compensation plan, aside from the 2003 Employee Stock Purchase Plan.

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Frequently asked questions

Raymond James Financial, Inc. operates as a financial holding company for various subsidiaries that provide investment, financial planning, asset management, trust and estate planning, securities brokerage, underwriting and dealing, commercial banking, insurance and other products and services to individuals and businesses in the U.S., Canada and Europe. It operates in four reportable segments: Private Client Group, Capital Markets, Asset Management and RJ Bank. The company was founded in 1962 and is headquartered in St. Petersburg, Florida.

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