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. (JEF) director Melissa Weiler reported an acquisition of common stock through a dividend reinvestment. On 2026-08-28, she received 165 shares of common stock at $53.09 per share as an acquisition of deferred shares, in a transaction exempt under Rule 16b-3(d)(1) & (2) under the Securities Exchange Act of 1934. Following this award, she beneficially owns 40,147 shares of Jefferies common stock directly.
Jefferies Financial Group Inc. (JEF) reported that director Matrice Ellis-Kirk acquired 165 shares of common stock on August 28, 2026. The shares were received as deferred shares through a dividend reinvestment transaction exempt under Rule 16b-3(d)(1) & (2). Following this award, Ellis-Kirk directly holds 32,147 shares of Jefferies common stock.
Jefferies Financial Group Inc. (JEF) reported that director Michael T. O'Kane acquired 538 shares of common stock as deferred shares on 2026-08-28 through a dividend reinvestment transaction exempt under Rule 16b-3(d)(1) & (2). The shares were valued at $53.09 per share, bringing his directly held position to 133,030 shares.
Jefferies Financial Group Inc. (JEF) director Robert D. Beyer reported an acquisition of company common stock. On 2026-08-28, he received 501 deferred shares through a dividend reinvestment transaction exempt under Rule 16b-3(d)(1) & (2). Following this award, he directly holds 113,257 shares of Jefferies common stock.
Jefferies Financial Group Inc. (JEF) reported an amended insider filing by SUMITOMO MITSUI FINANCIAL GROUP, INC. covering a prior purchase of Jefferies common stock. An affiliate, Sumitomo Mitsui Banking Corporation, purchased 5,906,542 shares of common stock at a final adjusted price of $54.86 per share, bringing its indirectly reported holdings to 8,566,379 shares. The reporting person states the shares are held by this wholly owned subsidiary and disclaims beneficial ownership except to the extent of its pecuniary interest.
Jefferies Financial Group Inc. filed a Form 13F Holdings Report as an institutional investment manager, reporting its discretionary equity holdings for the period. The report covers 1,621 individual positions with an aggregate reported value of $15,191,337,894, rounded to the nearest dollar.
The filing also identifies 6 other included managers, including various Jefferies-affiliated entities such as Jefferies LLC and Leucadia Asset Management LLC, indicating that certain positions may be managed across this broader group of related investment managers.
On August 7, 2026, Brian P. Friedman, president and director of Jefferies Financial Group Inc., made a bona fide charitable gift of 81,734 shares of common stock to a non-profit organization. Following the gift, he directly held 2,008,247 shares of Jefferies common stock.
He also reported indirect holdings of 1,216,578 shares held by his trusts; 496,780 shares held by a family limited partnership, for which he disclaims beneficial ownership beyond his proportionate pecuniary interest; 1,800 shares in trusts where he is trustee; and 46,810 shares as trustee of a profit sharing plan.
Jefferies Financial Group Inc. is offering $4,133,000 aggregate principal amount of Senior Fixed Rate 10-Year Callable Notes due July 17, 2036. The notes pay a fixed 6.00% annual interest rate, accruing from July 17, 2026, with semi-annual payments each January 17 and July 17.
The notes are senior unsecured obligations, ranking equally with Jefferies’ other senior unsecured debt, and are subject to Jefferies’ credit risk. Jefferies may redeem the notes, in whole or in part, at par plus accrued interest on each optional redemption date from July 17, 2028 through January 17, 2036, which could stop future interest payments and require reinvestment at lower rates. The issue price is $1,000 per note, with a 1.00% underwriting discount, resulting in gross proceeds before expenses of $4,091,670 for general corporate purposes. The notes will not be listed on any securities exchange, and Jefferies LLC may make, but is not obligated to make, a secondary market.
Jefferies Financial Group Inc. is offering $4,286,000 aggregate principal amount of Senior Fixed Rate 5-Year Callable Notes due July 17, 2031. The Notes bear a fixed interest rate of 5.50% per year from July 17, 2026 to, but excluding, the stated maturity date, with interest payable annually on July 17, beginning July 17, 2027. The Notes are issued at 100% of principal ($1,000 per Note) and are senior unsecured obligations ranking equally with other senior unsecured indebtedness.
Jefferies may, at its option, redeem the Notes, in whole or in part, on each July 17 from 2027 through 2030 at 100% of principal plus accrued interest, on at least 5 Business Days’ notice. The Notes will not be listed on any securities exchange, and liquidity may be limited; Jefferies LLC may make a market but is not obligated to do so. Underwriting discounts and commissions are 0.50%, resulting in proceeds to Jefferies of $4,264,570 before expenses, to be used for general corporate purposes. All payments are subject to the credit risk of Jefferies Financial Group Inc., and the offering involves valuation, market, liquidity and call risks described in the risk factors.
Jefferies Financial Group Inc. is offering $4,061,000 aggregate principal amount of Senior Fixed Rate 20-Year Callable Notes due July 17, 2046. The Notes bear a fixed interest rate of 6.60% per year from the original issue date of July 17, 2026 to, but excluding, maturity, with interest paid annually each July 17, using a 30/360 (ISDA) day-count convention.
The Notes are senior unsecured obligations ranking equally with Jefferies’ other senior unsecured debt and are subject entirely to Jefferies Financial Group Inc.’s credit risk. Jefferies may, at its option, redeem the Notes in whole or in part at 100% of principal plus accrued interest on any July 17 from 2028 through 2045, which could end interest payments earlier than the stated maturity.
The issue price is $1,000 per Note (100%). Underwriting discounts and commissions are 2.00% (total $81,220), providing Jefferies with gross proceeds before expenses of $3,979,780, to be used for general corporate purposes. The Notes will not be listed on any securities exchange, and Jefferies LLC, a FINRA member affiliate acting as Agent and underwriter, will conduct the conflict-of-interest-sensitive offering under FINRA Rule 5121.