Jefferies (NYSE: JEF) CFO boosts stake with 746 deferred shares

Rhea-AI Filing Summary

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.

Insider Trade Summary

Net Buyer: 746 shares

Net Buy 1 txn

Insider Larson Matthew Scott

Role EVP, CFO

Type	Security	Shares	Price	Value
Grant/Award	Common Stock F1	746	$53.09	$40K

Holdings After Transaction: Common Stock — 99,756 shares (Direct)

Footnotes (1)

1. F1. Acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16b-3(d)(1) & (2) under the Securities Exchange Act of 1934.

Key Figures

Shares acquired: 746 shares of Common Stock Transaction price per share: $53.09 per share Shares owned after transaction: 99,756 shares of Common Stock

3 metrics

Shares acquired 746 shares of Common Stock Deferred shares acquired on 2026-08-28 via dividend reinvestment

Transaction price per share $53.09 per share Reference price for the 746-share dividend reinvestment acquisition

Shares owned after transaction 99,756 shares of Common Stock Direct holdings of Matthew Scott Larson following the 2026-08-28 award

Key Terms

deferred shares, dividend reinvestment, Rule 16b-3(d)(1) & (2)

3 terms

deferred shares financial

"Acquisition of deferred shares as a dividend reinvestment"

Deferred shares are a class of stock whose economic benefits or certain shareholder rights are delayed or paid later than ordinary shares—for example, dividends may be paid only after other shareholders receive theirs, or voting or redemption rights may be postponed. For investors, that timing difference matters because deferred shares typically offer lower near-term income and different risk, affecting expected returns, priority in payouts, and the share’s market value; think of them like a delayed paycheck compared with a regular salary.

dividend reinvestment financial

"deferred shares as a dividend reinvestment in a transaction exempt"

Dividend reinvestment is when the money earned from a company's profit sharing, called dividends, is automatically used to buy more shares of that company instead of being received as cash. This process helps investors grow their holdings over time without extra effort, much like using earned interest to buy more of a savings account. It encourages long-term investment growth by continuously increasing the amount of shares owned.

Rule 16b-3(d)(1) & (2) regulatory

"transaction exempt under Rule 16b-3(d)(1) & (2) under the Securities"

FAQ

What insider transaction did JEF report for EVP, CFO Matthew Scott Larson?

Jefferies reported that Matthew Scott Larson acquired 746 shares of common stock on 2026-08-28 as deferred shares through a dividend reinvestment, exempt under Rule 16b-3(d)(1) & (2). After this, he directly held 99,756 shares of Jefferies common stock.

At what price were the 746 JEF shares attributed in Larson’s Form 4?

The 746 Jefferies (JEF) shares acquired by Matthew Scott Larson on 2026-08-28 were reported with a reference transaction price of $53.09 per share, in connection with a dividend reinvestment of deferred shares.

How many JEF shares does Matthew Scott Larson own after this transaction?

Following the 746-share dividend reinvestment acquisition, Matthew Scott Larson’s direct holdings in Jefferies (JEF) common stock increased to 99,756 shares, as reported in the Form 4.

What is the nature of the JEF shares acquired by Larson on 2026-08-28?

The shares are described as deferred shares acquired via a dividend reinvestment and are part of a transaction exempt under Rule 16b-3(d)(1) & (2) under the Securities Exchange Act of 1934.

Was Larson’s JEF Form 4 transaction a market purchase or a grant?

The Form 4 codes the 2026-08-28 event as a grant or award acquisition (Code A) of deferred shares through dividend reinvestment, not an open-market purchase, and notes an exemption under Rule 16b-3(d)(1) & (2).

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 08/28/2026 - 09:52 PM Accepted by SEC EDGAR 08/28/2026 - 09:52 PM Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Larson Matthew Scott

(Last) (First) (Middle)

C/O JEFFERIES FINANCIAL GROUP INC.

520 MADISON AVE.

(Street)

NEW YORK NEW YORK 10022

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
Jefferies Financial Group Inc. [ JEF ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	EVP, CFO

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
08/28/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	08/28/2026		A(1)		746	A	$53.09	99,756	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. Acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16b-3(d)(1) & (2) under the Securities Exchange Act of 1934.

Remarks:

	/s/ Joanna Jia, by power of attorney	08/28/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)