STOCK TITAN

Jefferies (JEF) CFO Larson receives 746 deferred shares via dividend reinvestment

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Jefferies Financial Group EVP and CFO Matthew Scott Larson received an award of 746 shares of common stock on May 29, 2026. The shares were acquired as deferred shares through a dividend reinvestment transaction exempt under Rule 16b-3(d)(1) & (2). After this award, he directly holds 99,010 shares.

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Insider Larson Matthew Scott
Role EVP, CFO
Type Security Shares Price Value
Grant/Award Common Stock 746 $52.72 $39K
Holdings After Transaction: Common Stock — 99,010 shares (Direct, null)
Footnotes (1)
  1. [object Object]
Deferred shares granted 746 shares Common stock award via dividend reinvestment on May 29, 2026
Grant reference price $52.72 per share Price per share associated with the 746-share acquisition
Direct holdings after transaction 99,010 shares CFO Matthew Scott Larson’s direct common stock ownership post-award
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
"Acquisition of deferred shares as a dividend reinvestment"
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)"
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SEC Form 4
FORM 4UNITED 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)
Director10% Owner
XOfficer (give title below)Other (specify below)
EVP, CFO
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
05/29/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm 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)
CodeVAmount(A) or (D)Price
Common Stock05/29/2026A(1)746A$52.7299,010D
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount 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 attorney05/29/2026
** Signature of Reporting PersonDate
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)

FAQ

What insider transaction did Jefferies (JEF) report for CFO Matthew Scott Larson?

Jefferies reported that EVP and CFO Matthew Scott Larson acquired 746 shares of common stock as deferred shares through a dividend reinvestment on May 29, 2026, increasing his directly held position to 99,010 shares after the transaction.

Was the Jefferies (JEF) CFO’s Form 4 transaction an open-market purchase or sale?

The Form 4 shows no open-market trade. Instead, Larson received 746 shares as a grant classified as dividend reinvestment deferred shares, in a transaction exempt under Rule 16b-3(d)(1) & (2), rather than buying or selling shares in the open market.

How many Jefferies (JEF) shares does CFO Matthew Scott Larson hold after this filing?

Following the reported dividend reinvestment grant of 746 shares, Matthew Scott Larson directly owns 99,010 shares of Jefferies common stock. This figure reflects his direct holdings immediately after the May 29, 2026 deferred share acquisition transaction.

What does Rule 16b-3(d)(1) & (2) exemption mean in the Jefferies (JEF) Form 4?

The Form 4 notes the transaction is exempt under Rule 16b-3(d)(1) & (2), meaning the deferred-share dividend reinvestment for 746 shares is treated as an insider compensation-related transaction, not subject to short-swing profit rules that usually govern insider trading in company equity.

Does the Jefferies (JEF) Form 4 indicate any selling activity by the CFO?

No selling activity is reported. The transaction code is “A” for acquisition, and the filing describes acquisition of 746 deferred shares via dividend reinvestment, with no dispositions or sales of Jefferies common stock listed in this Form 4.