Public-Company Data
Raymond James Trust, N.A.: SEC Filings
Raymond James Trust, N.A. (or its holding company) is an SEC registrant. Ticker RJF. CIK 720005. Filings and disclosures below link to the original documents on SEC EDGAR. View all filings on EDGAR →
Recent SEC filings
| Filed | Form | Accession | Files | EDGAR |
|---|---|---|---|---|
| Sep 23, 2026 | 8-K | 0000720005-26-000077 | 16 | Open → |
| Sep 1, 2026 | 8-K | 0000720005-26-000075 | 18 | Open → |
| Aug 19, 2026 | 8-K | 0000720005-26-000073 | 16 | Open → |
| Aug 5, 2026 | 10-Q | 0000720005-26-000070 | 134 | Open → |
| Jun 24, 2026 | 8-K | 0000720005-26-000063 | 16 | Open → |
| May 27, 2026 | 8-K | 0000720005-26-000060 | 143 | Open → |
| May 20, 2026 | 8-K | 0000720005-26-000058 | 16 | Open → |
| May 19, 2026 | 8-K | 0000720005-26-000056 | 16 | Open → |
| Apr 22, 2026 | 8-K | 0000720005-26-000046 | 62 | Open → |
| Mar 25, 2026 | 8-K | 0000720005-26-000043 | 16 | Open → |
| Feb 23, 2026 | 8-K | 0000720005-26-000041 | 16 | Open → |
| Feb 18, 2026 | 8-K | 0000720005-26-000038 | 16 | Open → |
| Jan 28, 2026 | 8-K | 0000720005-26-000030 | 62 | Open → |
| Jan 15, 2026 | 8-K | 0000720005-26-000028 | 16 | Open → |
| Jan 2, 2026 | Other | 0000876661-26-000003 | 5 | Open → |
| Dec 17, 2025 | 8-K | 0000720005-25-000097 | 17 | Open → |
| Dec 4, 2025 | 8-K | 0000720005-25-000095 | 17 | Open → |
| Dec 2, 2025 | 8-K | 0001193125-25-304558 | 17 | Open → |
| Nov 25, 2025 | 10-K | 0000720005-25-000093 | 185 | Open → |
| Nov 19, 2025 | 8-K | 0000720005-25-000090 | 17 | Open → |
| Oct 22, 2025 | 8-K | 0000720005-25-000086 | 64 | Open → |
| Sep 24, 2025 | 8-K | 0000720005-25-000080 | 17 | Open → |
| Sep 23, 2025 | 8-K | 0001193125-25-213526 | 16 | Open → |
| Sep 11, 2025 | 8-K | 0001193125-25-201329 | 24 | Open → |
| Aug 21, 2025 | 8-K | 0000720005-25-000078 | 17 | Open → |
| Aug 20, 2025 | 8-K | 0000720005-25-000075 | 17 | Open → |
| Jul 23, 2025 | 8-K | 0000720005-25-000067 | 64 | Open → |
| Jun 25, 2025 | 8-K | 0000720005-25-000064 | 17 | Open → |
| Jun 5, 2025 | 8-K | 0000720005-25-000060 | 134 | Open → |
| May 23, 2025 | 8-K | 0000720005-25-000058 | 19 | Open → |
| May 21, 2025 | 8-K | 0000720005-25-000056 | 17 | Open → |
| Apr 23, 2025 | 8-K | 0000720005-25-000049 | 65 | Open → |
| Mar 19, 2025 | 8-K | 0000720005-25-000042 | 18 | Open → |
| Feb 26, 2025 | 8-K | 0000720005-25-000039 | 18 | Open → |
| Feb 19, 2025 | 8-K | 0000720005-25-000029 | 18 | Open → |
| Jan 29, 2025 | 8-K | 0000720005-25-000018 | 65 | Open → |
| Dec 18, 2024 | 8-K | 0000720005-24-000076 | 18 | Open → |
| Dec 9, 2024 | 8-K | 0000720005-24-000074 | 18 | Open → |
| Dec 6, 2024 | 8-K | 0000720005-24-000072 | 18 | Open → |
| Nov 26, 2024 | 10-K | 0000720005-24-000069 | 194 | Open → |
8-K material events
| Date | Item | Disclosure | EDGAR |
|---|---|---|---|
| Sep 23, 2026 | 7.01 | Regulation FD Disclosure | Open → |
| Sep 23, 2026 | 9.01 | Financial Statements and Exhibits | Open → |
| Sep 1, 2026 | 5.02 | Departure/Election of Directors or Officers; Compensation | Open → |
| Sep 1, 2026 | 7.01 | Regulation FD Disclosure | Open → |
| Aug 19, 2026 | 7.01 | Regulation FD Disclosure | Open → |
| Aug 19, 2026 | 9.01 | Financial Statements and Exhibits | Open → |
| Jun 24, 2026 | 7.01 | Regulation FD Disclosure | Open → |
| Jun 24, 2026 | 9.01 | Financial Statements and Exhibits | Open → |
| May 27, 2026 | 7.01 | Regulation FD Disclosure | Open → |
| May 27, 2026 | 9.01 | Financial Statements and Exhibits | Open → |
| May 20, 2026 | 7.01 | Regulation FD Disclosure | Open → |
| May 20, 2026 | 9.01 | Financial Statements and Exhibits | Open → |
| May 19, 2026 | 7.01 | Regulation FD Disclosure | Open → |
| May 19, 2026 | 9.01 | Financial Statements and Exhibits | Open → |
| Apr 22, 2026 | 2.02 | Results of Operations and Financial Condition | Open → |
| Apr 22, 2026 | 9.01 | Financial Statements and Exhibits | Open → |
| Mar 25, 2026 | 7.01 | Regulation FD Disclosure | Open → |
| Mar 25, 2026 | 9.01 | Financial Statements and Exhibits | Open → |
| Feb 23, 2026 | 5.07 | Submission of Matters to a Vote of Security Holders | Open → |
| Feb 23, 2026 | 7.01 | Regulation FD Disclosure | Open → |
| Feb 23, 2026 | 9.01 | Financial Statements and Exhibits | Open → |
| Feb 18, 2026 | 7.01 | Regulation FD Disclosure | Open → |
| Feb 18, 2026 | 9.01 | Financial Statements and Exhibits | Open → |
| Jan 28, 2026 | 2.02 | Results of Operations and Financial Condition | Open → |
| Jan 28, 2026 | 9.01 | Financial Statements and Exhibits | Open → |
| Jan 15, 2026 | 8.01 | Other Events | Open → |
| Jan 15, 2026 | 9.01 | Financial Statements and Exhibits | Open → |
| Dec 17, 2025 | 7.01 | Regulation FD Disclosure | Open → |
| Dec 17, 2025 | 9.01 | Financial Statements and Exhibits | Open → |
| Dec 4, 2025 | 7.01 | Regulation FD Disclosure | Open → |
Officers & insiders
| Name | Title / role | As of |
|---|---|---|
| Curtis Scott A | Chief Operating Officer | Aug 2026 |
| Elwyn Tashtego S | President, PCG | Jul 2026 |
| Raney Steven M | Executive Chair RJBank | Jul 2026 |
| Santelli Jonathan N | EVP, General Counsel | Feb 2026 |
| Shoukry Paul M | CEO | Dec 2025 |
| Oorlog Jonathan W JR | Chief Financial Officer | Dec 2025 |
| Krauss David | Chief Risk Officer | Dec 2025 |
M&A activity
| Date | Type | Role | Source |
|---|---|---|---|
| Sep 1, 2026 | Merger-related filing | Registrant | SEC Form 8-K |
| Jan 2, 2026 | Delisting after merger | Registrant | SEC Form 25-NSE |
| Sep 23, 2025 | Merger announcement | Registrant | SEC Form 8-K |
| May 23, 2025 | Merger-related filing | Registrant | SEC Form 8-K |
| Feb 26, 2025 | Merger-related filing | Registrant | SEC Form 8-K |
| Feb 24, 2025 | Merger-related filing | Registrant | SEC Form 8-K |
| Dec 9, 2024 | Merger-related filing | Registrant | SEC Form 8-K |
| Sep 4, 2024 | Merger-related filing | Registrant | SEC Form 8-K |
| Aug 23, 2024 | Merger-related filing | Registrant | SEC Form 8-K |
| May 24, 2024 | Merger-related filing | Registrant | SEC Form 8-K |
| Mar 20, 2024 | Merger-related filing | Registrant | SEC Form 8-K |
| Dec 5, 2023 | Merger-related filing | Registrant | SEC Form 8-K |
| Aug 25, 2023 | Merger-related filing | Registrant | SEC Form 8-K |
| Apr 12, 2023 | Merger announcement | Registrant | SEC Form 8-K |
| Apr 4, 2023 | Merger-related filing | Registrant | SEC Form 8-K |
| Apr 3, 2023 | Delisting after merger | Registrant | SEC Form 25-NSE |
| Mar 1, 2023 | Merger-related filing | Registrant | SEC Form 8-K |
| Dec 19, 2022 | Merger-related filing | Registrant | SEC Form 8-K |
| Dec 2, 2022 | Merger-related filing | Registrant | SEC Form 8-K |
| Aug 30, 2022 | Merger-related filing | Registrant | SEC Form 8-K |
About this data
Filings, 8-K events, officer lists and M&A activity are sourced from SEC EDGAR and, for some M&A events, Federal Reserve NIC records. SEC disclosures are filed by the publicly-traded holding company, so officer and material-event data reflect the parent registrant. For the bank's regulatory financials, see its full profile and safety analysis.