Jefferies (NYSE: JEF) director boosts stake via 165-share award

Rhea-AI Filing Summary

Jefferies Financial Group Inc. (JEF) reported that director Matrice Ellis-Kirk acquired 165 shares of common stock on August 28, 2026. The shares were received as deferred shares through a dividend reinvestment transaction exempt under Rule 16b-3(d)(1) & (2). Following this award, Ellis-Kirk directly holds 32,147 shares of Jefferies common stock.

Insider Trade Summary

Net Buyer: 165 shares

Net Buy 1 txn

Insider Ellis-Kirk Matrice

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Common Stock F1	165	$53.09	$9K

Holdings After Transaction: Common Stock — 32,147 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: 165 shares of Common Stock Reported value per share: $53.09 per share Shares owned after transaction: 32,147 shares

3 metrics

Shares acquired 165 shares of Common Stock Grant/award acquisition on August 28, 2026

Reported value per share $53.09 per share Value used for the 165-share dividend reinvestment award

Shares owned after transaction 32,147 shares Direct holdings of Matrice Ellis-Kirk following the August 28, 2026 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 did Jefferies Financial Group (JEF) disclose in this Form 4 for Matrice Ellis-Kirk?

The filing reports that director Matrice Ellis-Kirk acquired 165 shares of Jefferies common stock on August 28, 2026 as deferred shares through a dividend reinvestment transaction exempt under Rule 16b-3(d)(1) & (2).

How many Jefferies (JEF) shares did Matrice Ellis-Kirk acquire and at what price?

Matrice Ellis-Kirk acquired 165 shares of Jefferies common stock at a reported value of $53.09 per share, received as a grant/award via dividend reinvestment that is exempt under Rule 16b-3(d)(1) & (2).

What are Matrice Ellis-Kirk’s total Jefferies (JEF) holdings after this transaction?

After the August 28, 2026 dividend reinvestment award, Matrice Ellis-Kirk directly holds 32,147 shares of Jefferies Financial Group Inc. common stock, as reported in the Form 4 filing.

What is the nature of the Form 4 transaction reported for Jefferies (JEF)?

The transaction is coded A (grant, award, or other acquisition) and is described as an acquisition of deferred shares through dividend reinvestment, in a transaction exempt under Rule 16b-3(d)(1) & (2) under the Securities Exchange Act of 1934.

Was the Jefferies (JEF) Form 4 transaction under a Rule 10b5-1 trading plan?

No. The filing’s Rule 10b5-1 checkbox is not checked, and there is no footnote indicating that the transaction was executed pursuant to a Rule 10b5-1 trading plan.

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

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Available on EDGAR 08/28/2026 - 09:50 PM Accepted by SEC EDGAR 08/28/2026 - 09:49 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^*

Ellis-Kirk Matrice

(Last) (First) (Middle)

C/O JEFFERIES FINANCIAL GROUP INC.

520 MADISON AVENUE

(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)

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

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)		165	A	$53.09	32,147	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, as Attorney in Fact	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)