STOCK TITAN

Jefferies (NYSE: JEF) president acquires 34,769 deferred shares

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

Rhea-AI Filing Summary

Jefferies Financial Group president Brian P. Friedman acquired 34,769 shares of common stock on February 27, 2026 through a grant/award classified as a dividend reinvestment transaction at $44.40 per share.

After this award, he directly held 3,115,411 shares, with additional indirect holdings reported through various trusts, a family limited partnership, and a profit sharing plan, some of which he partially disclaims beneficial ownership.

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)
02/27/2026
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 02/27/2026 A(1) 34,769(1) A $44.4 3,115,411 D
Common Stock 162,610 I By Reporting Person's Trusts
Common Stock 496,780 I By Family Limited Partnership(2)
Common Stock 1,800 I By Trusts of which Reporting Person is Trustee
Common Stock 45,963 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. 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.
2. 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 02/27/2026
** 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 did Jefferies (JEF) president Brian P. Friedman report in this Form 4?

Brian P. Friedman reported receiving 34,769 Jefferies common shares as a grant or award on February 27, 2026. The shares were acquired via a dividend reinvestment transaction exempt under Rule 16b-3, rather than an open-market purchase or sale.

At what price were the new Jefferies (JEF) shares credited to Brian P. Friedman?

The 34,769 Jefferies common shares were credited at $44.40 per share in the Form 4. This reflects the transaction value used for the deferred share dividend reinvestment award, not an open-market trading price disclosed in a traditional buy or sell order.

How many Jefferies (JEF) shares does Brian P. Friedman hold directly after this Form 4 transaction?

Following the February 27, 2026 award, Brian P. Friedman directly held 3,115,411 Jefferies common shares. This total reflects his direct ownership only and is separate from several indirect holdings reported through trusts, a family limited partnership, and a profit sharing plan.

What indirect Jefferies (JEF) holdings for Brian P. Friedman are disclosed in the Form 4?

Indirect holdings include 162,610 shares via the reporting person’s trusts, 496,780 shares via a family limited partnership, 1,800 shares via trusts where he is trustee, and 45,963 shares as trustee of a profit sharing plan, with a partial beneficial ownership disclaimer on the partnership stake.

Was Brian P. Friedman buying or selling Jefferies (JEF) stock in this Form 4?

The Form 4 shows an acquisition via grant or award, not an open-market buy or sell. Friedman received 34,769 shares through a dividend reinvestment-based deferred share transaction categorized as a Rule 16b-3 exempt acquisition rather than discretionary trading activity.
Jefferies Financial Group

NYSE:JEF

JEF Rankings

JEF Latest News

JEF Latest SEC Filings

JEF Stock Data

10.12B
153.21M
Capital Markets
Security Brokers, Dealers & Flotation Companies
Link
United States
NEW YORK