Helal Tarek — SEC Form 4 filings
SEC reporting owner CIK 1886423. 8 Form 4 filings on record with FilingPulse; latest filed 2026-08-27.
Transaction summary — filings shown
Covers all 8 filings on record, filed 2024-01-25 to 2026-08-27. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): none reported.
- Open-market sales (code S, non-derivative): none reported.
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 23.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC (RJF) | Chief Strategy Officer | 4 | — | — | 19 |
| BayFirst Financial Corp. (BAFN) | Director | 4 | — | — | 4 |
Form 4 filings — Helal Tarek
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2026-08-27 | 4 | RAYMOND JAMES FINANCIAL INC (RJF) | Gift (G): 23,397 @ $0 · Gift (G): 23,397 @ $0 | EDGAR |
| 2026-01-02 | 4 | RAYMOND JAMES FINANCIAL INC (RJF) | Gift (G): 80 @ $0 · Gift (G): 81 @ $0 · Gift (G): 81 @ $0 | EDGAR |
| 2025-12-17 | 4 | RAYMOND JAMES FINANCIAL INC (RJF) | Grant/award (A): 3,661 (derivative) @ $0 · Grant/award (A): 458 (derivative) @ $0 | EDGAR |
| 2025-12-02 | 4 | RAYMOND JAMES FINANCIAL INC (RJF) | Option exercise (M): 1,554 @ $0 · Option exercise (M): 900 @ $0 · Option exercise (M): 611 @ $0 · Tax withholding (F): 148 @ $156.54 · Tax withholding (F): 220 @ $156.54 · Tax withholding (F): 378 @ $156.54 · +6 more | EDGAR |
| 2024-09-19 | 4 | BayFirst Financial Corp. (BAFN) | Other (J): 1.28 @ $13.61 | EDGAR |
| 2024-06-18 | 4 | BayFirst Financial Corp. (BAFN) | Other (J): 1.53 @ $11.27 | EDGAR |
| 2024-03-19 | 4 | BayFirst Financial Corp. (BAFN) | Other (J): 1.32 @ $13 | EDGAR |
| 2024-01-25 | 4 | BayFirst Financial Corp. (BAFN) | Grant/award (A): 925 @ $11.70 | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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