STOCK TITAN

Director adds deferred Jefferies (NYSE: JEF) shares via reinvestment

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

Rhea-AI Filing Summary

Jefferies Financial Group director Robert D. Beyer acquired 540 shares of common stock as deferred shares through a dividend reinvestment on February 27, 2026, at $44.40 per share. After this transaction, his directly owned position increased to 106,794 shares.

The filing describes this as an award-type acquisition that is exempt under Rule 16b-3(d)(1) and (2), meaning it is treated as a routine, compensatory or dividend-related transaction rather than an open-market purchase.

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*
BEYER ROBERT D

(Last) (First) (Middle)
C/O JEFFERIES FINANCIAL GROUP INC.
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
Officer (give title below) Other (specify below)
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) 540 A $44.4 106,794 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, 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 insider transaction did Jefferies (JEF) report for Robert D. Beyer?

Jefferies reported that director Robert D. Beyer acquired 540 deferred shares of common stock via a dividend reinvestment. The transaction was coded as a grant or award-type acquisition and is exempt under Rule 16b-3(d) of the Securities Exchange Act of 1934.

How many Jefferies (JEF) shares does Robert D. Beyer own after this Form 4?

After the reported transaction, Robert D. Beyer directly owns 106,794 shares of Jefferies common stock. This reflects the addition of 540 deferred shares acquired through dividend reinvestment on February 27, 2026, at a price of $44.40 per share.

What was the price for the Jefferies (JEF) shares acquired by Robert D. Beyer?

The 540 deferred shares of Jefferies common stock acquired by Robert D. Beyer were valued at $44.40 per share. The acquisition occurred through a dividend reinvestment mechanism and is classified as a grant or award-type transaction rather than an open-market purchase.

Was Robert D. Beyer’s Jefferies (JEF) Form 4 transaction an open-market buy?

No, the Form 4 shows Beyer’s acquisition as deferred shares from a dividend reinvestment, not an open-market purchase. The transaction is coded as a grant or award and is exempt under Rule 16b-3(d), indicating a routine, compensatory-style event.

What does the Rule 16b-3(d) exemption mean for the Jefferies (JEF) Beyer transaction?

The Rule 16b-3(d) exemption indicates Beyer’s share acquisition is treated as a director compensation or dividend-related event. It classifies the 540-share addition as an exempt, routine transaction under the Securities Exchange Act rather than a speculative trading activity in the open market.
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