Tarek Helal

Companies

• Raymond James FinancialChief Strategy Officer Feb 26, 2025 to now¹
• BayFirst Financial Corp.Board member Nov 15, 2021 to Sep 19, 2024²

Holdings

Stock this person has reported owning, from the forms officers and directors file with the SEC. See the biggest insider stakes.

Shares held

• Raymond James Financial RJF25,717 shares³$4.0M at $155.86Aug 27, 2026
• BFBayFirst Financial Corp. BAFN25,472 shares⁴$162.0K at $6.36Sep 15, 2024

As of each latest filing. The line shows shares held over time.

Recent filings

• Aug 20, 2026Gift 23,397 shares of Raymond James Financial³
• Aug 20, 2026Gift 23,397 shares of Raymond James Financial³
• Dec 30, 2025Gift 81 shares of Raymond James Financial⁵
• Dec 30, 2025Gift 81 shares of Raymond James Financial⁵
• Dec 30, 2025Gift 80 shares of Raymond James Financial⁵
• Dec 2, 2025Shares withheld for tax 107 shares at $155.83 of Raymond James Financial⁶
• Dec 2, 2025Exercised options 442 shares of Raymond James Financial⁶
• Nov 30, 2025Shares withheld for tax 378 shares at $156.54 of Raymond James Financial⁶
• Nov 30, 2025Shares withheld for tax 220 shares at $156.54 of Raymond James Financial⁶
• Nov 30, 2025Shares withheld for tax 148 shares at $156.54 of Raymond James Financial⁶
• Nov 30, 2025Exercised options 611 shares of Raymond James Financial⁶
• Nov 30, 2025Exercised options 900 shares of Raymond James Financial⁶
• Nov 30, 2025Exercised options 1,554 shares of Raymond James Financial⁶
• Sep 15, 2024Other 1 shares at $13.61 of BayFirst Financial Corp.⁴
• Jun 15, 2024Other 2 shares at $11.27 of BayFirst Financial Corp.⁷
• Mar 15, 2024Other 1 shares at $13.00 of BayFirst Financial Corp.⁸
• Jan 23, 2024Granted 925 shares at $11.70 of BayFirst Financial Corp.⁹
• Dec 15, 2023Other 1 shares at $12.32 of BayFirst Financial Corp.¹⁰
• Sep 15, 2023Other 1 shares at $13.20 of BayFirst Financial Corp.¹¹
• Jun 15, 2023Other 1 shares at $14.60 of BayFirst Financial Corp.¹²
• Mar 15, 2023Other 1 shares at $17.01 of BayFirst Financial Corp.¹³
• Jan 26, 2023Granted 925 shares at $18.30 of BayFirst Financial Corp.¹⁴
• Dec 15, 2022Other 1 shares at $15.46 of BayFirst Financial Corp.¹⁵
• Sep 15, 2022Other 1 shares at $18.50 of BayFirst Financial Corp.¹⁶
• Jun 15, 2022Other 1 shares at $15.85 of BayFirst Financial Corp.¹⁷