Jefferies Financial Group (JEF) CEO discloses 600-share gift in Form 4
Rhea-AI Filing Summary
Jefferies Financial Group Inc. insider activity shows the company’s CEO and director reporting a small gift of common stock. On 01/02/2026, the reporting person made a gift of 600 shares of Jefferies common stock, coded as a gift transaction. The shares were transferred to a family trust for which the reporting person is neither a trustee nor a beneficiary.
Following this transaction, the reporting person beneficially owns 13,477,576 shares of common stock directly, along with additional indirect holdings through multiple trusts, LLCs, and a profit sharing plan, including 1,000,000 shares held by the 2025-B Trust and 500,000 shares held by the 2025-D Trust.
Positive
- None.
Negative
- None.
FAQ
What insider transaction did Jefferies Financial Group (JEF) report in this Form 4?
The filing reports that the CEO and director of Jefferies Financial Group Inc. made a gift of 600 shares of common stock on 01/02/2026, recorded under transaction code G.
Who received the gifted Jefferies (JEF) shares in this insider transaction?
The 600 shares of Jefferies common stock were gifted to a family trust, and the reporting person states they are neither a trustee nor a beneficiary of that trust.
How many Jefferies (JEF) shares does the insider own directly after the reported gift?
After the reported transaction, the insider beneficially owns 13,477,576 shares of Jefferies common stock in direct ownership.
What indirect holdings in Jefferies (JEF) does the reporting person disclose?
The reporting person lists multiple indirect holdings, including 128,163 shares via a 2024-B LLC, 285,753 shares via a 2012 Trust, 279,504 shares via a spouse’s trust, and additional stakes through 2003, 2022, 2022-A, 2023-A, 2023-B LLCs, 2025-B Trust (1,000,000 shares), 2025-D Trust (500,000 shares), and 129,930 shares as trustee of a profit sharing plan.
What is the role of the reporting person at Jefferies Financial Group (JEF)?
The reporting person is both a Director and an Officer of Jefferies Financial Group Inc., holding the title of CEO.
Is this Jefferies (JEF) Form 4 filed by more than one reporting person?
No. The filing indicates that the Form is filed by one reporting person, not jointly with others.