STOCK TITAN

Jefferies (JEF) president and director disclose 1,800 and 3,000 share gifts

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

Rhea-AI Filing Summary

Jefferies Financial Group Inc. reported insider share transfers by its President, who also serves as a Director. On 01/02/2026, the reporting person made a gift of 1,800 shares of common stock, coded as a disposition, and a corresponding acquisition of 1,800 shares by family trusts for which the reporting person is trustee, both at a stated price of $0 per share. The same day, the reporting person also gifted 3,000 shares to other family trusts where the reporting person is neither a trustee nor a beneficiary. After these transactions, the person held substantial direct and indirect beneficial ownership across personal holdings, trusts, a family limited partnership, and a profit sharing plan.

Positive

  • None.

Negative

  • None.
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*
FRIEDMAN BRIAN P

(Last) (First) (Middle)
C/O JEFFERIES
520 MADISON AVE.

(Street)
NEW YORK NY 10022

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
Jefferies Financial Group Inc. [ JEF ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director 10% Owner
X Officer (give title below) Other (specify below)
President
3. Date of Earliest Transaction (Month/Day/Year)
01/02/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
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 01/02/2026 G(1) 1,800 D $0 2,555,157 D
Common Stock 01/02/2026 A(1) 1,800 A $0 1,800 I By Trusts of which Reporting Person is Trustee
Common Stock 01/02/2026 G(2) 3,000 D $0 2,552,157 D
Common Stock 1,163,898 I By Reporting Person's Trusts
Common Stock 496,780 I By Family Limited Partnership(3)
Common Stock 45,304 I By Trustee of Profit Sharing Plan
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. Gift of shares to family trusts, of which the reporting person is a trustee. These transactions may be exempt under Rule 16a-13.
2. Gift of shares to family trusts, of which the reporting person is neither a trustee nor a beneficiary.
3. The Reporting Person disclaims beneficial ownership of the portion of shares held by the limited partnership in excess of his proportionate pecuniary interest in those shares.
Remarks:
/s/ Joanna Jia, by power of attorney 01/02/2026
** 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.

FAQ

What insider transaction did Jefferies (JEF) report in this Form 4?

The filing reports that Jefferies Financial Group Inc.'s President and Director transferred common stock through gifts on 01/02/2026, including gifts of 1,800 and 3,000 shares to family-related trusts.

Were the Jefferies (JEF) insider transactions purchases or sales for cash?

The reported transactions are coded as gifts and show a price of $0 per share, indicating non-cash transfers rather than open-market purchases or sales.

How many Jefferies (JEF) shares were gifted to trusts where the insider is trustee?

The filing shows a gift of 1,800 shares of common stock to family trusts for which the reporting person serves as trustee, with those shares reported as indirectly owned.

How many Jefferies (JEF) shares were gifted to trusts where the insider is not a beneficiary?

The filing notes a separate gift of 3,000 shares of common stock to family trusts where the reporting person is neither a trustee nor a beneficiary.

What roles does the reporting person hold at Jefferies Financial Group Inc.?

The reporting person is identified as both a Director and an Officer of Jefferies Financial Group Inc., with the officer title listed as President.

How is indirect ownership of Jefferies (JEF) shares structured for this insider?

Indirect beneficial ownership is reported through trusts where the person is trustee, the reporting person's own trusts, a family limited partnership, and as trustee of a profit sharing plan.

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