Jefferies Financial Group (JEF) CEO logs share withholding and stock gift
Rhea-AI Filing Summary
Jefferies Financial Group Inc.'s CEO and director reported routine changes in his holdings of the company’s common stock on 12/16/2025. The filing shows 219,497 shares of common stock were disposed of at $61.16 per share in a transaction coded “F,” meaning shares were withheld to cover tax liabilities from long-term equity grants. After this, his directly held shares were listed as 13,478,798.
A second transaction on the same date, coded “G,” records a gift of 622 shares at a stated price of $0, which the explanation describes as a gift to a family trust where he is neither trustee nor beneficiary. Following this gift, directly held shares were reported as 13,478,176, alongside substantial additional indirect holdings through various trusts, LLCs, and a profit sharing plan.
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FAQ
What insider transaction did JEF's CEO report on 12/16/2025?
The CEO of Jefferies Financial Group Inc. (JEF) reported an “F” coded transaction on 12/16/2025 in which 219,497 common shares were disposed of at $61.16 per share. The explanation notes these shares were withheld to pay tax liabilities arising from the distribution of long-term equity grants.
How many JEF shares did the CEO gift according to this Form 4?
The filing shows a “G” coded transaction for a gift of 622 shares of Jefferies Financial Group Inc. common stock on 12/16/2025, at a stated price of $0. The explanation states the gift was to a family trust of which the reporting person is neither a trustee nor a beneficiary.
What are the CEO's directly held JEF shares after these transactions?
After the reported transactions on 12/16/2025, the Form 4 lists the CEO’s directly held Jefferies Financial Group Inc. common stock as 13,478,176 shares.
Does the JEF Form 4 show indirect ownership by the CEO?
Yes. In addition to directly held shares, the Form 4 lists multiple blocks of indirectly owned Jefferies Financial Group Inc. common stock held through various trusts, LLCs, and a profit sharing plan, including amounts such as 1,000,000 shares held by the reporting person’s 2025-B Trust and 500,000 shares held by the 2025-D Trust.
What does transaction code F mean in this JEF insider filing?
In this Form 4 for Jefferies Financial Group Inc., the explanation states that the shares tied to the transaction code “F” were withheld to pay tax liability resulting from the distribution of long-term equity grants.
Who signed the JEF Form 4 and when was it signed?
The Form 4 was signed by /s/ Joanna Jia, by power of attorney, on 12/18/2025, on behalf of the reporting person.