| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Chief Strategy Officer | Director
2 companies
Tarek Helal is Chief Strategy Officer at RJF, with reported holdings spanning 2 companies. Tarek Helal's net worth is not public. Form 4 filings only show shares in the companies where this person is an insider; those holdings are worth an estimated $4.2M at current prices.
Our model assigns Tarek Helal a below-average insider score of 39/100, based on 4 past trades. Over a 12-month horizon, none of those trades were profitable, with an average 12-month return of -17.3%.
Tarek Helal's largest disclosed position is in RJF as Chief Strategy Officer, worth about $4.1M.
Tarek Helal has 22 Form 4 filings on record from December 2021 to August 2026, across 2 companies: Chief Strategy Officer at Raymond James Financial (RJF), 2025–2026; Director at BAFN, 2021–2024.
The 33 reported transactions were 11 other transactions, 5 gifts, 4 option exercises and 4 tax withholdings, plus smaller numbers of other types.
Counted by filing, the open-market trades come to 4 purchases worth about $36K and no sales.
The largest open-market purchase was 1,000 shares of BAFN at an average $17.09 on May 5, 2022, about $17K. Twelve months later BAFN was down 13%.