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Insider · CIK 0001886423

Tarek Helal

officerdirector

Files at RJF (RAYMOND JAMES FINANCIAL INC), BAFN (BayFirst Financial Corp.). First filing -, latest -.

In brief

Tarek Helal files SEC Form 4 as officer and director at RJF (RAYMOND JAMES FINANCIAL INC), and also at BAFN (BayFirst Financial Corp.). No open-market trade is on file; the transactions below are grants, exercises and other rows that carry no view on the price.

A track record needs three past buys with six months of prices behind them; Tarek Helal has 0, so none is measured yet.

Track record
Not enough history
Fewer than three past buys with six months of prices.
Median 6-month excess
-
after past buys, n = 0
Hit rate
-
past buys that beat the index over 6 months
Open-market trades
0 / 0
$0 bought, $0 sold

Signals

This insider’s open-market buys and sells, scored.

No scored open-market trades yet.

Transactions

Every row this insider has filed, 27 in all, newest first.

DateCompanyTransactionSharesPriceValueHoldings afterFiled
Aug 20, 2026RJF
RAYMOND JAMES FINANCIAL INC
GGift
Common Stock
+23,397$0.00$048,537Aug 27, 2026
Aug 20, 2026RJF
RAYMOND JAMES FINANCIAL INC
GGift
Common Stock
-23,397$0.00$025,140Aug 27, 2026
Dec 30, 2025RJF
RAYMOND JAMES FINANCIAL INC
GGift
Common Stockindirect: By the Mohamed Anis Helal March 2022 GRAT #4
-80$0.00$081Jan 2, 2026
Dec 30, 2025RJF
RAYMOND JAMES FINANCIAL INC
GGift
Common Stockindirect: By the Mohamed Anis Helal March 2022 GRAT #4
-81$0.00$00Jan 2, 2026
Dec 30, 2025RJF
RAYMOND JAMES FINANCIAL INC
GGift
Common Stockindirect: By the Tarek Helal 2021 Gifting Trust
+81$0.00$081Jan 2, 2026
Dec 15, 2025RJF
RAYMOND JAMES FINANCIAL INC
AGrant or award
Restricted Stock Unitsderivative
+3,661$0.00$03,661Dec 17, 2025
Dec 15, 2025RJF
RAYMOND JAMES FINANCIAL INC
AGrant or award
Restricted Stock Unitsderivative
+458$0.00$0458Dec 17, 2025
Nov 30, 2025RJF
RAYMOND JAMES FINANCIAL INC
MOption exercise
Common Stock
+1,554$0.00$023,929Dec 2, 2025
Nov 30, 2025RJF
RAYMOND JAMES FINANCIAL INC
MOption exercise
Common Stock
+900$0.00$024,829Dec 2, 2025
Nov 30, 2025RJF
RAYMOND JAMES FINANCIAL INC
MOption exercise
Common Stock
+611$0.00$025,440Dec 2, 2025
Nov 30, 2025RJF
RAYMOND JAMES FINANCIAL INC
FTax withholding
Common Stock
-148$156.54$23k25,292Dec 2, 2025
Nov 30, 2025RJF
RAYMOND JAMES FINANCIAL INC
FTax withholding
Common Stock
-220$156.54$34k25,072Dec 2, 2025
Nov 30, 2025RJF
RAYMOND JAMES FINANCIAL INC
FTax withholding
Common Stock
-378$156.54$59k24,694Dec 2, 2025
Dec 2, 2025RJF
RAYMOND JAMES FINANCIAL INC
MOption exercise
Common Stock
+442$0.00$025,136Dec 2, 2025
Dec 2, 2025RJF
RAYMOND JAMES FINANCIAL INC
FTax withholding
Common Stock
-107$155.83$17k25,029Dec 2, 2025
Nov 30, 2025RJF
RAYMOND JAMES FINANCIAL INC
MOption exercise
Restricted Stock Unitsderivative
-900$0.00$00Dec 2, 2025
Nov 30, 2025RJF
RAYMOND JAMES FINANCIAL INC
MOption exercise
Restricted Stock Unitsderivative
-611$0.00$0611Dec 2, 2025
Nov 30, 2025RJF
RAYMOND JAMES FINANCIAL INC
MOption exercise
Restricted Stock Unitsderivative
-1,554$0.00$01,036Dec 2, 2025
Dec 2, 2025RJF
RAYMOND JAMES FINANCIAL INC
MOption exercise
Restricted Stock Unitsderivative
-442$0.00$00Dec 2, 2025
Sep 15, 2024BAFN
BayFirst Financial Corp.
JOther
Common Stock
+1$13.61$1724,472Sep 19, 2024
Jun 15, 2024BAFN
BayFirst Financial Corp.
JOther
Common Stock
+2$11.27$1724,471Jun 18, 2024
Mar 15, 2024BAFN
BayFirst Financial Corp.
JOther
Common Stock
+1$13.00$1724,470Mar 19, 2024
Jan 23, 2024BAFN
BayFirst Financial Corp.
AGrant or award
Common Stock
+925$11.70$11k24,468Jan 25, 2024
Dec 15, 2023BAFN
BayFirst Financial Corp.
JOther
Common Stock
+1$12.32$1723,543Dec 19, 2023
Mar 15, 2023BAFN
BayFirst Financial Corp.
JOther
Common Stock
+1$17.01$1723,540Mar 16, 2023
Jan 26, 2023BAFN
BayFirst Financial Corp.
AGrant or award
Common Stock
+925$18.30$17k23,539Jan 30, 2023
Dec 15, 2022BAFN
BayFirst Financial Corp.
JOther
Common Stock
+1$15.46$1722,614Dec 19, 2022

Questions about Tarek Helal

Answered from the filings on this page, as of the latest one.

Is Tarek Helal buying or selling?

Tarek Helal has no open-market buy or sell on SEC Form 4; the filings on record are grants, exercises and other transactions.

How did Tarek Helal's past buys perform?

Not measured yet. InsiderTell needs three past buys with six months of prices to publish a track record, and Tarek Helal has 0.

Where does Tarek Helal file Form 4?

Tarek Helal has filed Form 4 at RJF (RAYMOND JAMES FINANCIAL INC) as Chief Strategy Officer; BAFN (BayFirst Financial Corp.). A Form 4 is required of officers, directors and holders of more than 10% of a share class within two business days of a trade.

Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.

Tarek Helal: insider trades and track record | InsiderTell