Jefferies director granted 165 deferred shares

Jefferies Financial Group Inc. director Matrice Ellis-Kirk reported an automatic acquisition of 165 shares of common stock.

Rhea-AI Filing Summary

Jefferies Financial Group Inc. director Matrice Ellis-Kirk reported an automatic acquisition of 165 shares of common stock. These shares were received as deferred shares through a dividend reinvestment at a reference price of $52.72 per share in a transaction exempt under Rule 16-b(3). Following this grant, Ellis-Kirk directly holds 31,982 shares of Jefferies common stock, reflecting routine, compensation-related ownership growth rather than an open-market purchase.

Insider Trade Summary

Grant/Award: 165 shares

Grant/Award 1 txn

Insider Ellis-Kirk Matrice

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Common Stock	165	$52.72	$9K

Holdings After Transaction: Common Stock — 31,982 shares (Direct)

Footnotes (1)

1. 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.

Key Figures

Shares acquired: 165 shares Reference price: $52.72 per share Post-transaction holdings: 31,982 shares

3 metrics

Shares acquired 165 shares Deferred shares via dividend reinvestment

Reference price $52.72 per share Price for dividend reinvestment acquisition

Post-transaction holdings 31,982 shares Common stock held directly after transaction

Key Terms

deferred shares, dividend reinvestment, Rule 16-b(3)(d)(1) & (2), Grant, award, or other acquisition

4 terms

deferred shares financial

"Acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16-b(3)"

Deferred shares are a class of stock whose economic benefits or certain shareholder rights are delayed or paid later than ordinary shares—for example, dividends may be paid only after other shareholders receive theirs, or voting or redemption rights may be postponed. For investors, that timing difference matters because deferred shares typically offer lower near-term income and different risk, affecting expected returns, priority in payouts, and the share’s market value; think of them like a delayed paycheck compared with a regular salary.

dividend reinvestment financial

"Acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16-b(3)"

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 Exchange Act of 1934"

Grant, award, or other acquisition financial

"transaction_code_description: Grant, award, or other acquisition"

FAQ

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

What insider transaction did Jefferies (JEF) director Matrice Ellis-Kirk report?

Director Matrice Ellis-Kirk reported acquiring 165 Jefferies common shares. The shares were received as deferred stock through a dividend reinvestment, not via an open-market purchase, and are treated as a routine, exempt transaction under Rule 16-b provisions.

At what price were the 165 Jefferies (JEF) shares attributed in the Form 4?

The 165 common shares were recorded at $52.72 per share. This figure represents the reference price for the dividend reinvestment that delivered the deferred shares, rather than a discretionary market trade executed by the director.

How many Jefferies (JEF) shares does Matrice Ellis-Kirk hold after this transaction?

After receiving the 165 deferred shares, Matrice Ellis-Kirk directly holds 31,982 Jefferies common shares. This total reflects her position immediately following the dividend reinvestment transaction disclosed in the Form 4 filing.

Was the Jefferies (JEF) insider transaction an open-market buy or a grant?

The transaction was classified as a grant, award, or other acquisition, not an open-market buy. Footnotes describe it as acquisition of deferred shares through dividend reinvestment in an exempt Rule 16-b(3) transaction under the Securities Exchange Act of 1934.

What does the Rule 16-b(3) exemption mean for this Jefferies (JEF) Form 4 transaction?

The filing cites Rule 16-b(3)(d)(1) & (2), indicating the deferred shares were acquired in an exempt transaction. This means the dividend reinvestment grant is treated as routine and not subject to short-swing profit recovery rules that apply to speculative insider trades.

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

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Accepted by SEC EDGAR 05/29/2026 - 09:13 PM EDT 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^*

Ellis-Kirk Matrice

(Last) (First) (Middle)

C/O JEFFERIES FINANCIAL GROUP INC.

520 MADISON AVENUE

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

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
05/29/2026

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	05/29/2026		A(1)		165	A	$52.72	31,982	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, as Attorney in Fact	05/29/2026
	** 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)