secwatch.observer — SEC 8-K summary
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Issuer:     RAYMOND JAMES FINANCIAL INC (RJF)
CIK:        0000720005
Form:       8-K
Filed at:   2024-12-09T23:59:59+00:00
Accession:  0000720005-24-000074
Event type: leadership
Sentiment:  neutral
Materiality: 0.65
Item codes: 5.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Raymond James CEO transition: Shoukry to become CEO on Feb 20, 2025, Reilly as Executive Chair
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- Paul Shoukry, current President, appointed CEO effective February 20, 2025, succeeding Paul Reilly.
- Paul Reilly will step down as CEO and become Executive Chair on that date, remaining full-time.
- The transition completes the succession plan announced in March 2024.
- Shoukry previously served as CFO until Sept 2024 and has been President since then.
- Board unanimously approved appointment; Lead Independent Director Jeff Edwards praised Shoukry.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/720005/000072000524000074/0000720005-24-000074-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/720005/000072000524000074/rjf-20241203.htm
  HTML page:      https://secwatch.observer/filing/0000720005-24-000074

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer