Jefferies CEO Handler transfers 417K shares as gifts
The note characterizes the transfer as estate planning and says it did not change the CEO’s beneficial holdings.
Sentiment and the balance of points
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Rhea-AI Filing Summary
Jefferies Financial Group Inc. (JEF) CEO Richard B. Handler reported gift transfers of common stock on October 28, 2026. His 2022 LLC and 2022-A LLC reported dispositions of 331,685 and 85,584 shares, respectively, while his 2003 Trust reported acquiring 417,269 shares and holding 648,537 shares afterward. The footnote says the transfer reflects estate planning and does not increase or decrease Handler’s beneficial holdings.
Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Common Stock F1 | 331,685 | $0.00 | $0.00 |
| Gift | Common Stock F1 | 85,584 | $0.00 | $0.00 |
| Gift | Common Stock F1 | 417,269 | $0.00 | $0.00 |
| Holding | Common Stock | -- | -- | -- |
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Footnotes (1)
- F1. Shares gifted from a LLC, of which Reporting Person is the manager and Reporting Person's trusts are its members, to a family trust. This transfer reflects estate planning and results in no increases or decreases to Reporting Person's beneficial holdings. These transactions may be exempt under Rule 16a-13.
Key Figures
Key Terms
Bona fide gift regulatory
beneficial holdings financial
Rule 16a-13 regulatory
FAQ
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