01—Abstract
Summary
Summary of the 8-K filed September 1, 2026. Cited figures are marked; the original filing is the authoritative source.
Raymond James Financial, Inc. filed this Form 8-K to report two items.
First, under Item 5.02, the Board appointed William W. Weatherford, age 46, as a director effective December 15, 2026, with appointments to the Audit Committee and Risk Committee. The Board determined he is independent, and the size of the Board was increased from twelve to thirteen directors.
Weatherford is managing partner of Weatherford Capital, a family-owned private investment firm he co-founded in 2015, and previously served in the Florida House of Representatives, including as Speaker from 2012. Second, under Item 7.01, the Company disclosed that its Board declared on August 26, 2026 a quarterly dividend of $0.54a per share on common stock, payable October 15, 2026 to shareholders of record on October 1, 2026. This information is furnished rather than filed for purposes of Section 18 of the Exchange Act.
The filing attaches two press releases: Exhibit 99.1 (dated August 31, 2026) announcing the director appointment, and Exhibit 99.2 (dated August 26, 2026) announcing the dividend. The company describes itself as having $1.93 trillionb in total client assets.
02—Key points
Key Highlights
- Board appointed William W. Weatherford as a director effective December 15, 2026, and he joins the Audit and Risk Committees.
- The Board determined Weatherford is an independent director.
- The size of the Board was increased from twelve to thirteen directors.
- Quarterly common stock dividend of $0.54 per share declared August 26, 2026.
- Dividend is payable October 15, 2026 to shareholders of record on October 1, 2026.
- Weatherford Capital, which he co-founded in 2015, manages over $1.2 billion in assets according to the press release.
- Company reports total client assets of $1.93 trillion.
03—Questions
Frequently Asked Questions
Who is the new director and when does he take his seat?
William W. Weatherford, age 46, was appointed to the Board on August 27, 2026, effective December 15, 2026. He is managing partner of Weatherford Capital and previously served in the Florida House of Representatives from 2006 to 2014, including as Speaker from 2012.
What committees will the new director serve on?
Weatherford was appointed to the Board's Audit Committee and Risk Committee.
How much is the quarterly dividend and when is it paid?
The Board declared a quarterly dividend of $0.54 per share on August 26, 2026, payable October 15, 2026 to shareholders of record on October 1, 2026.
Does the new director have any related-party transactions requiring disclosure?
The filing states there are no transactions in which Mr. Weatherford has an interest requiring disclosure under Item 404(a) of Regulation S-K, and no arrangements or understandings with any other person under which he was selected as a director.
Is the dividend information considered filed with the SEC?
No. The filing states the Item 7.01 information, including Exhibit 99.2, is furnished and not deemed filed for purposes of Section 18 of the Exchange Act.
04—Continue