Jeffrey P. Julien

RJF

EXECUTIVE VP - FIN · RAYMOND JAMES FINANCIAL INC · CIK 0001182753

FILING MIX · LIFETIME57%/43%

BUYS

SELLS

TOTAL VALUE

$885.2K

COMPANIES

ACTIVE SINCE

Jan 2020

HOLDINGS NOW

52,285

AVG SELL PX

$81.58

Trades · vs SPY

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Performance · forward returns vs SPY

1 backtested trades · 8 horizons

Forward-return performance of every backtestable P/S trade by Jeffrey P. Julien, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.

HORIZON	TRADES	WIN RATE	INSIDER RETURN	SPY RETURN	MEAN EXCESS	MEDIAN EXCESS	T-STAT
7d	1	+100.00%	-11.97%	-4.74%	-7.23%	-7.23%	—
14d	1	+100.00%	-9.44%	-2.92%	-6.52%	-6.52%	—
30d	1	+100.00%	-14.48%	-0.28%	-14.20%	-14.20%	—
60d	1	+100.00%	-12.32%	+3.81%	-16.13%	-16.13%	—
90d	1	+100.00%	-5.93%	+8.63%	-14.57%	-14.57%	—
180d	1	+0.00%	+17.66%	+15.83%	+1.83%	+1.83%	—
1y	1	+0.00%	+65.73%	+34.46%	+31.27%	+31.27%	—
2y	1	+0.00%	+85.03%	+32.75%	+52.28%	+52.28%	—

How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.

Holdings over time

RJF · 52,285 shares · as of Dec 15, 2020

Trading cadence · quarterly flow

BUY ● SELL ●

2020

FLOW · 8 buys / 6 sellsCOVERAGE · 4 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED
RJF RAYMOND JAMES FINANCIAL INC	SALE Executive VP - Fin	2,308	—	—	0	Dec 15, 2020	Dec 16, 2020 ↗
RJF RAYMOND JAMES FINANCIAL INC	PURCHASEGRANT Stock grant	1,011	—	—	1,011	Dec 15, 2020	Dec 16, 2020 ↗
RJF RAYMOND JAMES FINANCIAL INC	PURCHASE Executive VP - Fin	2,308	—	—	52,285	Dec 15, 2020	Dec 16, 2020 ↗
RJF RAYMOND JAMES FINANCIAL INC	PURCHASEGRANT Stock grant	3,000	—	—	3,000	Dec 3, 2020	Dec 4, 2020 ↗
RJF RAYMOND JAMES FINANCIAL INC	PURCHASEGRANT Stock grant	2,885	—	—	49,977	Dec 2, 2020	Dec 4, 2020 ↗
RJF RAYMOND JAMES FINANCIAL INC	PURCHASE Executive VP - Fin	3,000	—	—	46,092	Nov 30, 2020	Dec 1, 2020 ↗
RJF RAYMOND JAMES FINANCIAL INC	SALE Executive VP - Fin	1,000	—	—	1,000	Nov 30, 2020	Dec 1, 2020 ↗
RJF RAYMOND JAMES FINANCIAL INC	SALE Executive VP - Fin	3,000	—	—	2,000	Nov 30, 2020	Dec 1, 2020 ↗
RJF RAYMOND JAMES FINANCIAL INC	PURCHASE Executive VP - Fin	1,000	—	—	47,092	Nov 30, 2020	Dec 1, 2020 ↗
RJF RAYMOND JAMES FINANCIAL INC	SALE Executive VP - Fin	1,000	—	—	0	Nov 18, 2020	Nov 19, 2020 ↗
RJF RAYMOND JAMES FINANCIAL INC	PURCHASE Executive VP - Fin	1,000	—	—	43,092	Nov 18, 2020	Nov 19, 2020 ↗
RJF RAYMOND JAMES FINANCIAL INC	SALE Executive VP - Fin	9,150	$81.58	$746.4K	42,092	Jun 5, 2020	Jun 8, 2020 ↗
RJF RAYMOND JAMES FINANCIAL INC	SALE Executive VP - Fin	2,500	—	—	0	Jan 2, 2020	Jan 3, 2020 ↗
RJF RAYMOND JAMES FINANCIAL INC	PURCHASE Executive VP - Fin	2,500	$55.49	$138.7K	51,242	Jan 2, 2020	Jan 3, 2020 ↗

Other insiders · RJF

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About this filer

CIK 0001182753

ROLE

Executive VP - Fin

PRIMARY

RJF

COMPANIES

ACTIVE SINCE

Jan 2020

MARKETPEEL · /INSIDER/0001182753DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Jeffrey P. Julien

The morning brief, before the bell.