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Form 4: JEF director Matrice Ellis-Kirk buys 98 shares; ownership now 26,099

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

Rhea-AI Filing Summary

Jefferies Financial Group director Matrice Ellis-Kirk acquired 98 common shares on 08/29/2025 at $64.85 per share through a dividend reinvestment plan. The Form 4 shows the acquisition was made as deferred shares in a transaction exempt under Rule 16b-3(d)(1) & (2) of the Securities Exchange Act. After the transaction, Ms. Ellis-Kirk beneficially owned 26,099 shares directly. The filing was signed by an attorney-in-fact, Joanna Jia, on behalf of the reporting person.

Positive

  • Director increased ownership by acquiring 98 shares, modestly aligning interests with shareholders
  • Transaction was exempt under Rule 16b-3(d)(1) & (2), indicating it was part of a qualified dividend reinvestment arrangement

Negative

  • None.

Insights

TL;DR: Routine insider purchase via dividend reinvestment increases director alignment with shareholders.

The Form 4 documents a small, routine acquisition of 98 shares by a director through a dividend reinvestment mechanism. Such transactions are commonly exempt under Rule 16b-3 when tied to board compensation or dividend plans and signal retention rather than active buying. The increase to 26,099 shares is immaterial relative to most public-company capital structures, but it modestly strengthens the director’s economic alignment with shareholders. No other compensation or disposition activity is reported.

TL;DR: Non-material insider acquisition; no immediate market-moving implications.

The filing reports an acquisition of 98 common shares at $64.85 via dividend reinvestment, exempt under Rule 16b-3 provisions. The transaction date and price are disclosed, and resulting direct beneficial ownership is 26,099 shares. This is a routine, compliance-driven disclosure with no indicators of material change in insider position or corporate control. Investors should note the transaction type and exemption but recognize its limited scale.

Insider Ellis-Kirk Matrice
Role Director
Type Security Shares Price Value
Grant/Award Common Stock 98 $64.85 $6K
Holdings After Transaction: Common Stock — 26,099 shares (Direct)
Footnotes (1)
  1. [object Object]
Form 4 Insider Transactions: What Each Field Means →
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 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
Officer (give title below) Other (specify below)
3. Date of Earliest Transaction (Month/Day/Year)
08/29/2025
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 08/29/2025 A(1) 98 A $64.85 26,099 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 16-b(3)(d)(1) & (2) under the Securities Exchange Act of 1934.
Remarks:
/s/ Joanna Jia, as Attorney in Fact 08/29/2025
** 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.

Source: View Original Filing on SEC EDGAR

FAQ

What did Jefferies director Matrice Ellis-Kirk report on the Form 4 (JEF)?

The Form 4 reports an acquisition of 98 common shares on 08/29/2025 at a price of $64.85 via dividend reinvestment.

How many JEF shares does Matrice Ellis-Kirk beneficially own after the transaction?

After the reported transaction, Matrice Ellis-Kirk beneficially owns 26,099 shares directly.

Was the transaction on the Form 4 for JEF exempt from short-swing profit rules?

Yes. The filing states the acquisition was exempt under Rule 16b-3(d)(1) & (2), related to dividend reinvestment exemptions.

Who signed the Form 4 for Matrice Ellis-Kirk?

The Form 4 was signed by Joanna Jia, as Attorney in Fact, on 08/29/2025.

What was the acquisition price per share reported on the Form 4 (JEF)?

The reported purchase price was $64.85 per common share.