Raymond James Financial Reports Director Changes and Compensation

Ticker: RJF · Form: 8-K · Filed: May 24, 2024 · CIK: 720005

Sentiment: neutral

Topics: corporate-governance, board-of-directors, officer-compensation

Related Tickers: RJF

TL;DR

RJF board shakeup: Robert James out, new directors in. Compensation details also filed.

AI Summary

Raymond James Financial, Inc. filed an 8-K on May 24, 2024, reporting on the departure of director Robert L. James and the election of new directors, including Kevin M. Reid and David M. Stone. The filing also disclosed compensatory arrangements for certain officers and included financial statements and exhibits.

Why It Matters

Changes in board composition and executive compensation can signal shifts in company strategy or governance, impacting investor confidence and future performance.

Risk Assessment

Risk Level: low — This filing primarily concerns routine corporate governance matters and does not indicate any immediate financial distress or significant operational changes.

Key Players & Entities

FAQ

Who has departed from the Board of Directors of Raymond James Financial, Inc.?

Robert L. James has departed from the Board of Directors.

Who were elected as new directors to the Board of Raymond James Financial, Inc.?

Kevin M. Reid and David M. Stone were elected as new directors.

What is the exact date of the earliest event reported in this 8-K filing?

The earliest event reported is dated May 20, 2024.

What is the principal executive office address for Raymond James Financial, Inc.?

The principal executive offices are located at 880 Carillon Parkway, St. Petersburg, Florida 33716.

Besides director changes, what other items are covered in this 8-K filing?

The filing also covers the election of directors, appointment of certain officers, compensatory arrangements of certain officers, Regulation FD Disclosure, and Financial Statements and Exhibits.

Filing Stats: 1,598 words · 6 min read · ~5 pages · Grade level 10.5 · Accepted 2024-05-24 14:56:46

Key Financial Figures

Filing Documents

01 Regulation FD Disclosure

Item 7.01 Regulation FD Disclosure On May 20, 2024, the Company issued a further press release (the "Press Release") announcing that the Board had declared a quarterly dividend of $0.45 per share for each outstanding share of common stock of the Company. The dividend is payable on July 15, 2024 to shareholders of record on July 1, 2024. The Press Release also announced that the Board had declared on May 20, 2024 a quarterly cash dividend of $0.3984375 per depositary share of 6.375% Fixed-to-Floating Rate Series B Non-Cumulative Perpetual Preferred Stock (NYSE: RJF PrB), payable July 1, 2024 to shareholders of record on June 14, 2024. A copy of the Press Release is attached to this Current Report as Exhibit 99.2 and is incorporated herein by reference. The information in this Item 7.01, including Exhibit 99.2 hereto, is being "furnished" and shall not be deemed to be "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference into any filing of the Company with the Securities and Exchange Commission, whether made before or after the date hereof, regardless of any general incorporation language in such filings (unless the Company specifically states that the information or exhibit in this particular report is incorporated by reference).

01 Financial Statements and Exhibits

Item 9.01 Financial Statements and Exhibits (d) Exhibits. The following are filed as exhibits to this report: Exhibit No. Description 99.1 Press release, dated May 21, 2024, issued by Raymond James Financial, Inc. 99.2 Press release, dated May 20, 2024, issued by Raymond James Financial, Inc. 104 Cover Page Interactive Data File (embedded within the Inline XBRL document).

SIGNATURES

SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. RAYMOND JAMES FINANCIAL, INC. Date: May 24, 2024 By: /s/ Jonathan N. Santelli Jonathan N. Santelli Executive Vice President, General Counsel and Secretary

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