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.
The Jefferies Financial Group Inc. (NYSE: JEF) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. Jefferies uses current reports on Form 8-K to communicate material events, financial results, securities offerings, governance changes and investor communications.
In its 8-K filings, Jefferies reports quarterly and annual financial results for periods ended on dates such as August 31 and November 30. These filings often include press releases that present net revenues, segment performance in Investment Banking, Capital Markets and Asset Management, net earnings attributable to common shareholders, and metrics like book value per common share and adjusted tangible book value per fully diluted share. They may also discuss compensation and non-compensation expense ratios and provide commentary on drivers of segment performance.
Jefferies also uses Form 8-K to disclose securities offerings and capital structure changes. For example, an 8-K dated January 13, 2026 reports the pricing of $1.5 billion aggregate principal amount of 5.500% Senior Notes due 2036, and other filings list multiple series of senior notes registered on the New York Stock Exchange. Additional 8-Ks describe the establishment of non-voting convertible preferred shares through amendments to the certificate of incorporation and related proxy processes.
Another key category of Jefferies filings relates to strategic transactions and alliances. The company has filed 8-Ks describing a contribution and subscription agreement under which a Jefferies subsidiary will acquire a 50% interest in Hildene Holding Company, as well as filings about the expansion of its Global Strategic Alliance with SMBC Group. These documents outline transaction structures, governance arrangements and conditions to closing.
Jefferies also furnishes investor communications such as annual letters to shareholders, investor presentations and investor meeting transcripts via Form 8-K. These materials often include non-GAAP measures and reconciliations, strategic updates and management’s perspective on the operating environment.
On Stock Titan, Jefferies filings are supplemented with AI-powered summaries that explain the main points of each document in plain language. Users can quickly understand what a particular 8-K, 10-K or 10-Q means for Jefferies’ business, capital structure and risk profile, while still having direct access to the full text as filed on EDGAR. The platform also tracks registered securities, including Jefferies’ common stock and listed senior notes, and highlights filings that relate to these instruments.
Jefferies Financial Group Inc. is offering $3,700,000 aggregate principal of Senior Fixed Rate 10 Year Callable Notes due March 2, 2036. The Notes pay interest at 5.60% per annum, payable semi‑annually, and are senior unsecured obligations subject to the credit risk of Jefferies Financial Group Inc.
The issuer may redeem the Notes in whole or in part on each Optional Redemption Date (the 2nd calendar day of each March and September beginning March 2, 2027) on at least five Business Days’ notice. Issue price is $1,000 per Note; underwriting discount is 1.00%, producing proceeds to the issuer of $3,663,000 before expenses. Use of proceeds is general corporate purposes. Delivery is in book‑entry form through DTC on or about March 2, 2026.
Jefferies Financial Group president Brian P. Friedman acquired 34,769 shares of common stock on February 27, 2026 through a grant/award classified as a dividend reinvestment transaction at $44.40 per share.
After this award, he directly held 3,115,411 shares, with additional indirect holdings reported through various trusts, a family limited partnership, and a profit sharing plan, some of which he partially disclaims beneficial ownership.
Jefferies Financial Group CEO Richard B. Handler acquired 114,947 shares of common stock as a grant/award of deferred shares on February 27, 2026. The shares were credited at $44.40 per share through a dividend reinvestment transaction exempt under Rule 16b-3(d)(1) & (2).
After this acquisition, his direct holdings increased to 12,665,550 shares of common stock. Various trusts and LLCs associated with him also report indirect holdings, including 1,000,000 shares held by the 2025-B Trust and 500,000 shares held by the 2025-D Trust, with additional smaller positions in other trusts and LLCs.
Jefferies Financial Group EVP and CFO Matthew Scott Larson acquired 877 shares of common stock through a dividend reinvestment on February 27, 2026. The shares were received as deferred stock, classified as a grant or award rather than an open-market purchase, at a reference price of $44.40 per share.
Following this transaction, Larson directly owned 98,264 shares of Jefferies Financial Group common stock. The acquisition was described as a dividend reinvestment and was reported as exempt under specific provisions of the Securities Exchange Act.
Jefferies Financial Group Inc. executive vice president and general counsel Michael J. Sharp acquired an award of 877 shares of common stock on February 27, 2026. The shares were credited at $44.40 per share as a deferred share dividend reinvestment exempt under specific Exchange Act rules.
After this award, Sharp directly holds 166,917 shares of Jefferies common stock. He also has an additional 5 shares held indirectly as trustee of a profit sharing plan, reflecting both his personal and plan-related ownership interests.
Jefferies Financial Group Inc. director Melissa Weiler acquired additional common stock through a deferred share dividend reinvestment. On February 27, 2026, she received 145 shares at $44.40 per share in a transaction classified as a grant or award acquisition. Following this, her directly held common stock totaled 34,356 shares. The filing notes the reinvested dividend shares are exempt under Rule 16-b(3)(d)(1) & (2) of the Securities Exchange Act of 1934.
Jefferies Financial Group director Matrice Ellis-Kirk acquired additional shares through a dividend reinvestment. On this Form 4, she received 145 shares of common stock as a deferred share dividend reinvestment at a reference price of $44.40 per share, bringing her directly held stake to 26,356 shares.
Jefferies Financial Group director Michael T. O’Kane acquired 633 shares of common stock through a grant or award transaction. The shares were credited on a deferred basis as part of a dividend reinvestment at a price of $44.40 per share. Following this acquisition, O’Kane directly owns 126,493 shares of Jefferies Financial Group common stock. The transaction was reported as exempt under specific provisions of Rule 16b-3(d) under the Securities Exchange Act of 1934.
Jefferies Financial Group director Robert D. Beyer acquired 540 shares of common stock as deferred shares through a dividend reinvestment on February 27, 2026, at $44.40 per share. After this transaction, his directly owned position increased to 106,794 shares.
The filing describes this as an award-type acquisition that is exempt under Rule 16b-3(d)(1) and (2), meaning it is treated as a routine, compensatory or dividend-related transaction rather than an open-market purchase.
Jefferies Financial Group Inc. priced a medium-term note offering of equity index-linked, auto-callable securities with a face amount of $1,000 per security and a minimum fixed quarterly coupon of 6.80% per annum. The securities are linked to the lowest performing of the S&P 500®, Russell 2000® and NASDAQ-100® and pay the face amount at maturity only if the lowest performing Index on the final calculation day is at or above its 70% threshold; otherwise investors suffer a pro rata loss of principal based on that Index’s performance.
The notes are auto-callable beginning about nine months after issuance; if called you receive the face amount plus a final coupon. Stated maturity is March 11, 2030 (subject to postponement). Jefferies estimated the securities’ value on the pricing date at approximately $962.10, and distribution agents receive up to $23.25 per security. All payments are subject to Jefferies’ credit risk.