Jefferies: Brian P. Friedman’s trusts gift 100 shares

The reported positions also included direct shares and separate holdings through a partnership, trusts, and a profit-sharing plan.

Rhea-AI Filing Summary

Jefferies Financial Group Inc. President and director Brian P. Friedman reported that his trusts made a bona fide gift transfer of 100 common shares on October 7, 2026; the trusts held 1,216,478 shares afterward. As of that date, reported positions included 2,037,263 shares directly, 496,780 through a Family Limited Partnership, 1,800 through trusts of which he is trustee, and 47,200 as trustee of a Profit Sharing Plan. Friedman disclaimed beneficial ownership of the partnership shares exceeding his proportionate pecuniary interest.

Insider Trade Summary

100 shares gifted

Gift 5 txns

Insider FRIEDMAN BRIAN P

Role President

Type	Security	Shares	Price	Value
Gift	Common Stock	100	$0.00	$0.00
holding	Common Stock	--	--	--
holding	Common Stock F1	--	--	--
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 1,216,478 shares (Indirect, By Reporting Person's Trusts); Common Stock — 2,037,263 shares (Direct); Common Stock — 496,780 shares (Indirect, By Family Limited Partnership); Common Stock — 1,800 shares (Indirect, By Trusts of which Reporting Person is Trustee); Common Stock — 47,200 shares (Indirect, By Trustee of Profit Sharing Plan)

Footnotes (1)

1. F1. 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.

Key Figures

Common shares gifted by trusts: 100 shares Trust holdings after gift: 1,216,478 shares Direct holdings: 2,037,263 shares +3 more

6 metrics

Common shares gifted by trusts 100 shares October 7, 2026

Trust holdings after gift 1,216,478 shares October 7, 2026

Direct holdings 2,037,263 shares October 7, 2026

Family Limited Partnership holdings 496,780 shares October 7, 2026; subject to the stated beneficial-ownership disclaimer

Trustee trust holdings 1,800 shares October 7, 2026

Profit Sharing Plan holdings 47,200 shares October 7, 2026; held as trustee

Key Terms

bona fide gift, beneficial ownership, pecuniary interest

3 terms

bona fide gift financial

"Bona fide gift"

A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.

beneficial ownership financial

"disclaims beneficial ownership"

Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.

pecuniary interest financial

"proportionate pecuniary interest in those shares"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many JEF shares did Brian P. Friedman’s trusts give as a gift?

Brian P. Friedman reported that his trusts made a bona fide gift transfer of 100 common shares on October 7, 2026. The trusts held 1,216,478 shares afterward.

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

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Available on EDGAR 10/09/2026 - 09:56 PM Accepted by SEC EDGAR 10/09/2026 - 09:56 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^*

FRIEDMAN BRIAN P

(Last) (First) (Middle)

C/O JEFFERIES FINANCIAL GROUP INC.

520 MADISON AVE.

(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
X	Officer (give title below)		Other (specify below)
	President

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
10/07/2026

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	10/07/2026		G		100	D	$0	1,216,478	I	By Reporting Person's Trusts
Common Stock								2,037,263	D
Common Stock								496,780	I	By Family Limited Partnership(1)
Common Stock								1,800	I	By Trusts of which Reporting Person is Trustee
Common Stock								47,200	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. 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	10/09/2026
	** 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)