Raymond James appoints new CFO, adds two directors, declares $0.45 quarterly dividend

RAYMOND JAMES FINANCIAL INC

Butch Oorlog, current CAO, appointed CFO effective Oct 1, 2024; succeeds Paul Shoukry who becomes CEO in FY2025.
Board expands from 11 to 13; adds Cecily Mistarz (former BMO U.S. CRO) and Paul Shoukry as directors.
Quarterly common dividend of $0.45/share payable July 15, 2024 to holders of record July 1, 2024.
Preferred Series B dividend of $0.3984375/depositary share payable July 1, 2024; record June 14, 2024.
Mistarz appointed to Audit and Risk Committees; receives prorated RSU award of $150,000.

item 5.02 item 7.01 item 9.01

Executive movements

Machine-extracted from this filing. Every card cites the SEC source. See all recent executive movements.

Appointed

Cecily Mistarz

Director

RJF · RAYMOND JAMES FINANCIAL INC

Effective: 2024-05-20
Filed: May 24, 2024, 7:59 PM ET

appointed Cecily Mistarz, age 62, as a director, effective immediately.

Role change

Paul M. Shoukry

Chief Executive Officer

RJF · RAYMOND JAMES FINANCIAL INC

Successor: Jonathan W. ("Butch") Oorlog, Jr.
Filed: May 24, 2024, 7:59 PM ET

it is expected that Mr. Shoukry will be appointed chief executive officer of the Company.

Appointed

Jonathan W. ("Butch") Oorlog, Jr.

Chief Financial Officer

RJF · RAYMOND JAMES FINANCIAL INC

Effective: 2024-10-01
Filed: May 24, 2024, 7:59 PM ET

appointed Senior Vice President and Chief Accounting Officer Jonathan W. (“Butch”) Oorlog, Jr., age 60, as Chief Financial Officer, effective October 1, 2024

Key facts

Extracted from this filing and checked against the source text.

Executive change SEC 8-K Item 5.02 confidence 0.95

Cecily Mistarz was appointed as Director at RAYMOND JAMES FINANCIAL INC.

Action: appointed
Role: Director

Exact text from the filing

appointed Cecily Mistarz, age 62, as a director, effective immediately.

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.7

Paul M. Shoukry was appointed as Chief Executive Officer at RAYMOND JAMES FINANCIAL INC.

Action: expected to be appointed
Role: Chief Executive Officer

Exact text from the filing

it is expected that Mr. Shoukry will be appointed chief executive officer of the Company.

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.95

Jonathan W. ("Butch") Oorlog, Jr. was appointed as Chief Financial Officer at RAYMOND JAMES FINANCIAL INC.

Action: appointed
Role: Chief Financial Officer

Exact text from the filing

appointed Senior Vice President and Chief Accounting Officer Jonathan W. (“Butch”) Oorlog, Jr., age 60, as Chief Financial Officer, effective October 1, 2024

View on SEC.gov

RAYMOND JAMES FINANCIAL INC filing history →

Source: SEC EDGAR

accession 0000720005-24-000042

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