Welcome to our dedicated page for Jefferies Financial Group SEC filings (Ticker: JEF), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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Jefferies Financial Group Inc. (JEF) reported that CEO and director Richard B. Handler acquired 75,531 shares of Common Stock on 2026-08-28 as a grant/award acquisition. According to a footnote, these were deferred shares received through a dividend reinvestment transaction exempt under Rule 16b-3(d)(1) & (2) under the Securities Exchange Act of 1934. Following this award, Handler directly held 12,625,397 Common Stock shares, with additional indirect holdings reported through multiple trusts, LLCs and a profit sharing plan.
Jefferies Financial Group Inc. (JEF) reported that President and director Brian P. Friedman acquired 29,016 shares of common stock on 2026-08-28 through a grant/award acquisition described as an acquisition of deferred shares via dividend reinvestment exempt under Rule 16-b(3)(d)(1) & (2). Following this, he holds 2,037,263 shares directly, plus several indirect positions, including 1,216,578 shares held by his trusts, 496,780 shares held by a family limited partnership (with a disclaimer of beneficial ownership beyond his pecuniary interest), 1,800 shares held by trusts for which he is trustee, and 47,200 shares held as trustee of a profit sharing plan.
Jefferies Financial Group Inc. (JEF) reported that its EVP and CFO, Matthew Scott Larson, received an acquisition of common stock through a dividend reinvestment. On 2026-08-28, he was granted 746 shares of common stock at a reference price of $53.09 per share as deferred shares in a transaction exempt under Rule 16b-3(d)(1) & (2). Following this award, his direct holdings increased to 99,756 common shares.
Jefferies Financial Group Inc. (JEF) reported that executive vice president and general counsel Michael J. Sharp acquired 746 shares of common stock on August 28, 2026 through a grant/award acquisition. The filing describes this as an acquisition of deferred shares via dividend reinvestment in a transaction exempt under Rule 16b-3(d)(1) & (2) under the Securities Exchange Act of 1934.
Following this award, Sharp directly holds 168,409 shares of JEF common stock. He also has an additional 5 shares held indirectly, reported as owned "By Trustee of Profit Sharing Plan." The Rule 10b5-1 trading plan checkbox is not marked as applicable for this filing.
Jefferies Financial Group Inc. (JEF) director Melissa Weiler reported an acquisition of common stock through a dividend reinvestment. On 2026-08-28, she received 165 shares of common stock at $53.09 per share as an acquisition of deferred shares, in a transaction exempt under Rule 16b-3(d)(1) & (2) under the Securities Exchange Act of 1934. Following this award, she beneficially owns 40,147 shares of Jefferies common stock directly.
Jefferies Financial Group Inc. (JEF) reported that director Matrice Ellis-Kirk acquired 165 shares of common stock on August 28, 2026. The shares were received as deferred shares through a dividend reinvestment transaction exempt under Rule 16b-3(d)(1) & (2). Following this award, Ellis-Kirk directly holds 32,147 shares of Jefferies common stock.
Jefferies Financial Group Inc. (JEF) reported that director Michael T. O'Kane acquired 538 shares of common stock as deferred shares on 2026-08-28 through a dividend reinvestment transaction exempt under Rule 16b-3(d)(1) & (2). The shares were valued at $53.09 per share, bringing his directly held position to 133,030 shares.
Jefferies Financial Group Inc. (JEF) director Robert D. Beyer reported an acquisition of company common stock. On 2026-08-28, he received 501 deferred shares through a dividend reinvestment transaction exempt under Rule 16b-3(d)(1) & (2). Following this award, he directly holds 113,257 shares of Jefferies common stock.
Jefferies Financial Group Inc. (JEF) reported an amended insider filing by SUMITOMO MITSUI FINANCIAL GROUP, INC. covering a prior purchase of Jefferies common stock. An affiliate, Sumitomo Mitsui Banking Corporation, purchased 5,906,542 shares of common stock at a final adjusted price of $54.86 per share, bringing its indirectly reported holdings to 8,566,379 shares. The reporting person states the shares are held by this wholly owned subsidiary and disclaims beneficial ownership except to the extent of its pecuniary interest.
Jefferies Financial Group Inc. filed a Form 13F Holdings Report as an institutional investment manager, reporting its discretionary equity holdings for the period. The report covers 1,621 individual positions with an aggregate reported value of $15,191,337,894, rounded to the nearest dollar.
The filing also identifies 6 other included managers, including various Jefferies-affiliated entities such as Jefferies LLC and Leucadia Asset Management LLC, indicating that certain positions may be managed across this broader group of related investment managers.