Jefferies (NYSE: JEF) insider adds 29K shares via dividend reinvest
Rhea-AI Filing Summary
Jefferies Financial Group Inc. (JEF) reported that President and director Brian P. Friedman acquired 29,016 shares of common stock on 2026-08-28 through a grant/award acquisition described as an acquisition of deferred shares via dividend reinvestment exempt under Rule 16-b(3)(d)(1) & (2). Following this, he holds 2,037,263 shares directly, plus several indirect positions, including 1,216,578 shares held by his trusts, 496,780 shares held by a family limited partnership (with a disclaimer of beneficial ownership beyond his pecuniary interest), 1,800 shares held by trusts for which he is trustee, and 47,200 shares held as trustee of a profit sharing plan.
Positive
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Negative
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Insights
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Insider Trade Summary
Net Buyer: 29,016 shares
Net Buy
5 txns
Insider
FRIEDMAN BRIAN P
Role
President
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Common Stock F1 | 29,016 | $53.09 | $1.54M |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock F2 | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 2,037,263 shares (Direct);
Common Stock — 1,216,578 shares (Indirect, By Reporting Person's Trusts);
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 (2)
- F1. 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.
- F2. 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
Deferred shares acquired: 29,016 shares
Acquisition price per share: $53.09 per share
Direct ownership after transaction: 2,037,263 shares
+4 more
7 metrics
Deferred shares acquired
29,016 shares
Grant/award acquisition on 2026-08-28 via dividend reinvestment
Acquisition price per share
$53.09 per share
Price for 29,016 deferred shares acquired on 2026-08-28
Direct ownership after transaction
2,037,263 shares
Common stock directly held by Brian P. Friedman after 2026-08-28 acquisition
Indirect holdings by Reporting Person's Trusts
1,216,578 shares
Common stock held indirectly by Brian P. Friedman’s trusts
Indirect holdings by Family Limited Partnership
496,780 shares
Common stock held indirectly by a family limited partnership, with beneficial ownership disclaimed beyond pecuniary interest
Indirect holdings by Trusts (trustee)
1,800 shares
Common stock held by trusts of which Brian P. Friedman is trustee
Indirect holdings by Profit Sharing Plan
47,200 shares
Common stock held by Brian P. Friedman as trustee of a profit sharing plan
Key Terms
deferred shares, dividend reinvestment, Rule 16-b(3)(d)(1) & (2), pecuniary interest, +1 more
5 terms
dividend reinvestment financial
"Acquisition of deferred shares as a dividend reinvestment in a transaction"
Dividend reinvestment is when the money earned from a company's profit sharing, called dividends, is automatically used to buy more shares of that company instead of being received as cash. This process helps investors grow their holdings over time without extra effort, much like using earned interest to buy more of a savings account. It encourages long-term investment growth by continuously increasing the amount of shares owned.
Rule 16-b(3)(d)(1) & (2) regulatory
"transaction exempt under Rule 16-b(3)(d)(1) & (2) under the Securities"
pecuniary interest financial
"excess of his proportionate pecuniary interest in those shares"
beneficial ownership financial
"The Reporting Person disclaims beneficial ownership of the portion"
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.
FAQ
What insider transaction did JEF report for Brian P. Friedman on August 28, 2026?
Brian P. Friedman reported acquiring 29,016 shares of Jefferies Financial Group Inc. (JEF) common stock on 2026-08-28 through a grant/award acquisition of deferred shares as a dividend reinvestment exempt under Rule 16-b(3)(d)(1) & (2).
What indirect JEF holdings does Brian P. Friedman report through trusts?
The Form 4 reports 1,216,578 JEF shares held indirectly by Brian P. Friedman through his trusts and an additional 1,800 shares held by trusts of which he is trustee, plus 47,200 shares held as trustee of a profit sharing plan.
AI-generated analysis. How Rhea-AI works. Not financial advice.
