Welcome to our dedicated page for Jefferies Financial Group SEC filings (Ticker: JEF), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Jefferies Financial Group Inc. filings document the regulatory record of a full-service investment banking and capital markets firm with common stock and senior note securities listed on the New York Stock Exchange. Its 8-K reports include quarterly financial results, Regulation FD communications, material-event disclosures and completed senior note offerings under shelf registration statements.
Jefferies proxy and governance filings cover director elections, executive compensation, auditor ratification, shareholder voting matters and amendments to its certificate of incorporation, including authorized non-voting common stock. Capital-structure disclosures describe common stock, non-voting stock authorization, senior notes, indenture terms and related exhibits, while selected filings address board-nomination materials, strategic-alliance governance and dispute-related public statements.
Jefferies Financial Group Inc. President Brian P. Friedman reported very small open-market sales totaling 1 share of common stock on May 6, 2026 at prices of $51.88 and $51.91 per share. A footnote explains these were sales of fractional shares to facilitate brokerage account closings. After these transactions, he directly holds 2,061,442 shares of Jefferies common stock and also reports additional indirect holdings through a profit sharing plan, various trusts, and a family limited partnership.
Jefferies Financial Group Inc. is offering Senior Contingent Coupon (With Memory) Barrier Notes due May 9, 2029 linked to the worst-performing of the S&P 500, Dow Jones Industrial Average and Nasdaq-100. The Notes have a $1,000 stated principal amount per Note and pay monthly contingent coupon payments of $6.67 per Note when the worst-performing underlying is at or above its coupon barrier on monthly observation dates. At maturity, if the worst-performing underlying is at or above its threshold value you receive $1,000; otherwise you bear 1-to-1 downside from the initial value and may lose up to 100% of principal. Estimated value at pricing was approximately $978.90 per Note. Payments are unsecured and subject to Jefferies credit risk.
Jefferies Financial Group Inc. offers Senior Autocallable Contingent Coupon Barrier Notes due May 18, 2028 linked to the worst-performing of the EFA, RTY and SPX. The Notes have a $1,000 stated principal amount per Note and an Issue Price of $1,000 per Note; Jefferies estimated the value on the Pricing Date at approximately $977.70. The Notes pay a quarterly contingent coupon of $30 if the worst-performing underlying is at or above a coupon barrier (75% of its initial value) on a coupon observation date, are autocallable if that underlying is at or above its call value (100% of initial) on a call observation date, and at maturity return principal only if the final value of the worst-performing underlying is at or above its threshold (70% of initial). The offering is a preliminary pricing supplement and all payments are subject to Jefferies' credit risk; the Aggregate Principal Amount is stated as blank here and may be increased prior to the Original Issue Date.
Jefferies Financial Group Inc. filed a Form 13F reporting its institutional holdings. The report lists 1,692 Form 13F information table entries with an aggregate market value of $14,605,276,011 and shows 6 other included managers. The filing was signed by Joanna Jia on 05-07-2026.
Jefferies Financial Group Inc. is offering medium-term notes — equity index linked securities — linked to the Russell 2000® Index with a pricing date of May 28, 2026, an issue date of June 2, 2026, and a stated maturity of May 31, 2030. The securities are auto-callable on specified call dates and provide a 10% buffer against index declines at maturity, subject to credit risk.
Key economic terms disclosed: original offering price $1,000 per security, estimated value on the pricing date ~$959.40, proceeds to issuer per security $974.25, agent discount $25.75. Minimum call premiums are at least 10%, 20%, 30% and 40% on successive call dates, with corresponding minimum cash payments of at least $1,100 through $1,400. If not called, holders face 1-to-1 downside beyond the 10% buffer, potentially losing up to 90% of principal at maturity.
Jefferies Financial Group Inc. has proposed a preliminary pricing supplement for Senior Autocallable Barrier Notes due May 20, 2031, linked to the worst-performing of the Russell 2000®, S&P 500® and Dow Jones Industrial Average®. The Notes have a $1,000 Stated Principal Amount and Issue Price of $1,000 per Note. They are autocallable annually beginning in 2027, carry a series of scheduled Call Premiums that reflect an approximate 13.30% per annum return when called, and provide downside exposure to declines in the Worst-Performing Underlying with a Threshold Value set at 75% of the Initial Value. Jefferies estimates the Note value on the Pricing Date at approximately $977.10 (range ± $30.00). Payments and any secondary-market value are subject to Jefferies’ credit risk and the Calculation Agent’s determinations.
Jefferies Financial Group Inc. priced $1,850,000 of Senior Fixed Coupon Buffered Notes due May 9, 2028. The notes pay a fixed monthly coupon of $15.83 per note on a $1,000 stated principal amount, are linked to the worst-performing share of LRCX, MRVL, and ZS, and repay principal at maturity only if the worst-performing underlying is at or above its 80% Threshold Value on the Valuation Date. All payments are senior unsecured and subject to Jefferies’ credit risk; the issuer estimated the notes’ value at $974.60 per note on the Pricing Date. Proceeds are for general corporate purposes.
Jefferies Financial Group Inc. is offering Senior Fixed Coupon Buffered Notes due May 9, 2028 linked to the worst-performing common stock of Lam Research (LRCX), Marvell Technology (MRVL) and Zscaler (ZS). Each Note has a Stated Principal Amount of $1,000, pays a fixed monthly coupon of $15.83, and matures on May 9, 2028. The Notes pay principal at maturity only if the Final Value of the Worst-Performing Underlying is at or above its Threshold Value (80% of Initial Value); otherwise, investors bear 1-to-1 downside from the Threshold Value and may lose up to 80% of principal. Strike Date is May 1, 2026, Pricing Date May 4, 2026, and Original Issue Date May 7, 2026. Payments are unsecured and subject to Jefferies’ credit risk. Estimated value on the Pricing Date was approximately $974.60 per Note.
Jefferies Financial Group Inc. is issuing $7,933,000 of Senior Autocallable Contingent Coupon Barrier Notes due May 5, 2031. Each Note has a $1,000 stated principal amount and was offered at 100.00% of par; Jefferies estimates the Notes' value at $976.30 per Note on the April 30, 2026 pricing date. The Notes pay contingent quarterly coupons of $25.25 when the worst-performing underlying index meets its coupon barrier, are autocallable on quarterly observation dates beginning about one year after pricing, and at maturity expose holders to 1-to-1 downside versus the worst-performing of the Dow Jones Industrial Average, Russell 2000 and S&P 500, subject to specified threshold and barrier levels.