Raymond James Financial10-Q: CFO changeMay 6, 2026

Jonathan W. Oorlog, Jr.'s role as CFO confirmed in Q2 2026 filing

What happened

Jonathan W. Oorlog, Jr. signed the Q2 2026 10-Q as Chief Financial Officer (Principal Financial Officer), confirming his authority over the company's financials and capital allocation. He is a key stakeholder for any proposed solution with a significant financial impact or ROI.

Source

SEC EDGARMay 6, 2026

Quarterly report (Form 10-Q)

Raymond James Financial 10-Q

Filing excerpt

Date:May 6, 2026 /s/ Jonathan W. Oorlog, Jr. Jonathan W. Oorlog, Jr. Chief Financial Officer (Principal Financial Officer)

sec.gov/Archives/edgar/data/720005/000072000526000051/rjf-20260331.htmRead the full source

Other signals in this filing (8)

Data investmentRJF's portfolio of high-risk interest-only loans grows to $3.2 billion.Data investmentMay 6, 2026
Capacity constraintRJF flags risk of operational losses from system interruptions during market volatility.Capacity constraintMay 6, 2026
Environmental liabilityRJF flags credit loss risk from high mortgage concentration in CA (20%) and FL (18%).Environmental liabilityMay 6, 2026
Automation investmentRJF relies on manual oversight and "extensive communications" to manage its third-party mortgage servicer.Automation investmentMay 6, 2026
Data investmentCompany details complex, multi-factor monitoring process for its corporate and tax-exempt loan portfolios.Data investmentMay 6, 2026
Board changeBoard maintains $1.5B capacity for share repurchases under new authorizationBoard changeMay 6, 2026
Internal control weaknessRaymond James flags risk of 'unintended business outcomes' from financial models.Internal control weaknessMay 6, 2026
Margin pressureRaymond James holds 6% of its corporate loan portfolio in office real estate.Margin pressureMay 6, 2026

Extracted by Autobound

From the Signal API record

Signal: 10-Q: CFO change

What this signalsA new leader often reviews the tools the team uses.

Fiscal year end: 03/31
Filed: May 6, 2026

More 10-Q signals at other companies

SEC 10-QMillerKnoll, Inc.Jeffrey M. Stutz appointed Interim Chief Executive Officer.SEC 10-QSep 28, 2026
SEC 10-QCID HoldCo, Inc.Disclosed material weaknesses in financial reporting due to insufficient accounting staff and controls.SEC 10-QSep 25, 2026
SEC 10-QScholastic CorporationCore school channels decline with fewer book fairs and lower club participation.SEC 10-QSep 25, 2026

The full record

From the Signal API record

Details

CIK: 720005
Accession number: 0000720005-26-000051
Timeframe: Current quarter
Filing year: 2026
Fiscal year: 0
Why it matters: Budget/procurement review
Signal category: Leadership

Extraction

Confidence: High
Relevance: 80%
Sentiment: Neutral
Detected: May 12, 2026
signal_type: sec-10q
signal_subtype: cfoChange

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GET /v1/signals/847c1dfc-aff9-49c5-a817-bd4c5c24cdb4 returns this record as JSON. POST /v1/companies/enrich returns every signal for raymondjames.com.

{
  "signal_id": "847c1dfc-aff9-49c5-a817-bd4c5c24cdb4",
  "signal_type": "sec-10q",
  "signal_subtype": "cfoChange",
  "detected_at": "2026-05-12T09:24:57.625+00:00",
  "company": {
    "name": "Raymond James Financial",
    "domain": "raymondjames.com"
  },
  "data": {
    "detail": "Jonathan W. Oorlog, Jr. signed the Q2 2026 10-Q as Chief Financial Officer (Principal Financial Officer), confirming his authority over the company's financials and capital allocation. He is a key stakeholder for any proposed solution with a significant financial impact or ROI.",
    "metrics": {
      "timeframe": "current_quarter"
    },
    "summary": "Jonathan W. Oorlog, Jr.'s role as CFO confirmed in Q2 2026 filing",
    "excerpts": "Date:May 6, 2026 /s/ Jonathan W. Oorlog, Jr. Jonathan W. Oorlog, Jr. Chief Financial Officer (Principal Financial Officer)",
    "relevance": 0.8,
    "sentiment": "neutral",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/720005/000072000526000051/rjf-20260331.htm",
    "filing_date": "2026-05-06",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "03/31",
    "sales_relevance": "Budget/procurement review",
    "signal_category": "leadership"
  }
}

curl https://signals.autobound.ai/v1/signals/847c1dfc-aff9-49c5-a817-bd4c5c24cdb4 \
  -H "X-API-KEY: $AUTOBOUND_API_KEY"

curl -X POST https://signals.autobound.ai/v1/companies/enrich \
  -H "X-API-KEY: $AUTOBOUND_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"domain":"raymondjames.com","limit":20}'

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