Francis S. Godbold

RJF

VICE CHAIRMAN · RAYMOND JAMES FINANCIAL INC · CIK 0001182758

FILING MIX · LIFETIME50%/50%

BUYS

SELLS

TOTAL VALUE

$4.63M

COMPANIES

ACTIVE SINCE

Mar 2020

HOLDINGS NOW

197,000

AVG SELL PX

$121.52

Trades · vs SPY

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Performance · forward returns vs SPY

3 backtested trades · 8 horizons

Forward-return performance of every backtestable P/S trade by Francis S. Godbold, 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	3	+100.00%	+3.01%	-6.08%	+9.09%	+13.01%	—
14d	3	+66.67%	-4.41%	-4.29%	-0.11%	+0.45%	—
30d	3	+66.67%	+6.19%	+4.91%	+1.28%	+2.07%	—
60d	3	+66.67%	+6.58%	+10.93%	-4.36%	-3.97%	—
90d	3	+66.67%	+19.79%	+18.33%	+1.46%	+0.70%	—
180d	3	+66.67%	+17.77%	+25.61%	-7.84%	-7.14%	—
1y	3	+66.67%	+72.05%	+38.80%	+33.24%	+38.62%	—
2y	3	+66.67%	+102.74%	+46.63%	+56.12%	+67.48%	—

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 · 197,000 shares · as of Dec 28, 2021

Trading cadence · quarterly flow

BUY ● SELL ●

2020

2021

FLOW · 2 buys / 2 sellsCOVERAGE · 8 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED
RJF RAYMOND JAMES FINANCIAL INC	SALEGRANT Gift	4,750	—	—	197,000	Dec 28, 2021	Dec 29, 2021 ↗
RJF RAYMOND JAMES FINANCIAL INC	SALE Vice Chairman	25,042	$121.52	$3.04M	134,500	Feb 24, 2021	Feb 26, 2021 ↗
RJF RAYMOND JAMES FINANCIAL INC	PURCHASE Vice Chairman	12,500	$61.49	$768.6K	159,542	Mar 12, 2020	Mar 16, 2020 ↗
RJF RAYMOND JAMES FINANCIAL INC	PURCHASE Vice Chairman	12,542	$65.40	$820.2K	147,042	Mar 9, 2020	Mar 11, 2020 ↗

Other insiders · RJF

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About this filer

CIK 0001182758

ROLE

Vice Chairman

PRIMARY

RJF

COMPANIES

ACTIVE SINCE

Mar 2020

MARKETPEEL · /INSIDER/0001182758DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Francis S. Godbold

The morning brief, before the bell.