Jefferies CEO Handler gifts 130,471 JEF shares in tax planning move
Jefferies Financial Group Inc. CEO Richard B. Handler reported an internal transfer of company stock among his affiliated entities.
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Rhea-AI Filing Summary
Jefferies Financial Group Inc. CEO Richard B. Handler reported an internal transfer of company stock among his affiliated entities. On January 7, 2026, a Form 4 shows a code "G" transaction, indicating a gift of 130,471 shares of common stock at a stated price of $0 per share. After the transaction, he directly held 13,347,105 shares and 202,974 shares were held indirectly through the Reporting Person's 2023-B LLC.
The filing notes that the shares were gifted to an LLC managed by the reporting person, with the reporting person’s trusts as members. It explains that this transfer reflects tax planning and "results in no increases or decreases" to his beneficial holdings, meaning his overall economic interest in Jefferies stock remains unchanged.
Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Common Stock | 130,471 | $0.00 | $0.00 |
| Gift | Common Stock | 130,471 | $0.00 | $0.00 |
| Holding | Common Stock | -- | -- | -- |
| Holding | Common Stock | -- | -- | -- |
| Holding | Common Stock | -- | -- | -- |
| Holding | Common Stock | -- | -- | -- |
| Holding | Common Stock | -- | -- | -- |
| Holding | Common Stock | -- | -- | -- |
| Holding | Common Stock | -- | -- | -- |
| Holding | Common Stock | -- | -- | -- |
| Holding | Common Stock | -- | -- | -- |
| Holding | Common Stock | -- | -- | -- |
Footnotes (1)
- F1. Shares gifted to a LLC of which Reporting Person is the manager and Reporting Person's trusts are its members. This transfer reflects tax planning and results in no increases or decreases to Reporting Person's beneficial holdings. These transactions may be exempt under Rule 16a-13.
AI-generated analysis. How Rhea-AI works. Not financial advice.
