Close the acquisition of SumRidge Partners, LLC
Delivered by the deadline
AI-confirmed · human review in progress Independent AI checks agreed on primary SEC or regulator evidence. Records are now being reviewed by hand, starting with those our customers order.
- Announced
- 27 Apr 2022
- Due
- 30 Sep 2022
- Delivered
- 1 Jul 2022
- Deadline
- Met
- Late
- Not met
- Today
What the company said
“We currently expect to close the acquisition in the fiscal fourth quarter of 2022.”
What we found
Evidence strength A What the grades mean
Raymond James completed the SumRidge Partners acquisition on July 1, 2022, within the fiscal fourth quarter of 2022 deadline window.
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A Raymond James Financial 8-K filed 2022-10-26
“On July 1, 2022, we completed our acquisition of SumRidge Partners, LLC (“SumRidge Partners”).” ✓ confirmed on the page
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A Raymond James Financial 10-K filed 2022-11-22
“On July 1, 2022, we completed our acquisition of SumRidge Partners, LLC (“SumRidge Partners”) using cash on hand as of the acquisition date.” ✓ confirmed on the page
Market reaction: the shares moved +12.7% against the S&P 500 over the three sessions around the disclosure (25 Oct 2022 to 28 Oct 2022). What this measures
Checked 11 Oct 2026.
Commitment DNA
The structured record of this commitment. Fields the company did not state are left blank rather than guessed.
- Event type
- Acquisition close
- Indicative materiality
- High rules
- Action
- Close
- Deliverable
- Acquisition of SumRidge Partners, LLC
- Language
- Expected (“expects”, “plans”)
- In the company’s control
- Medium
- Specificity
- High
- Depends on
- Regulatory, Counterparty
How this entry was checked
- Commitment recordedThe company's words were matched word for word against the filing.
- First checkAn AI model, Claude (Anthropic), read the company's later filings and recorded the outcome with a quoted passage.
- Second check: agreesA different AI model, Gemini (Google), re-read the evidence without being told the outcome and reached the same answer.
Confirmed. This outcome counts towards the company's Kept Score. How verification works
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Report an error in this entry Reference: KI-C-2022-RJF-007085 · Corrections policy