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.
Melissa Weiler, a director of Jefferies Financial Group Inc. (JEF), reported the acquisition of 98 shares of the company’s common stock on 08/29/2025 at a price of $64.85 per share. The shares were acquired as deferred shares through a dividend reinvestment in a transaction exempt under Rule 16b-3(d)(1) and (2). Following the transaction, Ms. Weiler directly beneficially owned 34,099 shares. The Form 4 was filed by a single reporting person and signed on behalf of the reporting person by Joanna Jia under power of attorney on 08/29/2025.
Jefferies Financial Group director Matrice Ellis-Kirk acquired 98 common shares on 08/29/2025 at $64.85 per share through a dividend reinvestment plan. The Form 4 shows the acquisition was made as deferred shares in a transaction exempt under Rule 16b-3(d)(1) & (2) of the Securities Exchange Act. After the transaction, Ms. Ellis-Kirk beneficially owned 26,099 shares directly. The filing was signed by an attorney-in-fact, Joanna Jia, on behalf of the reporting person.
Michael T. O'Kane, a director of Jefferies Financial Group Inc. (JEF), reported acquiring 428 shares of Jefferies common stock on 08/29/2025 through a dividend reinvestment plan at a per-share price of $64.85. After this transaction he beneficially owns 125,372 shares, held directly. The Form 4 notes the acquisition is exempt under Rule 16b-3(d)(1) and (2) as deferred shares from dividend reinvestment. The filing was submitted by power of attorney and reports a single reporting person event.
Jefferies Financial Group director Robert D. Beyer reported acquisition of 365 shares of Jefferies common stock on 08/29/2025 at an average price of $64.85 per share. The transaction is recorded as an acquisition through a dividend reinvestment plan exempt under Rule 16b-3(d)(1) & (2). Following the transaction, Mr. Beyer beneficially owns 105,837 shares. The Form 4 was signed by Joanna Jia by power of attorney on behalf of the reporting person.
Brian P. Friedman, President and a director of Jefferies Financial Group Inc. (JEF), reported an acquisition on 08/29/2025 of 24,337 shares of Jefferies common stock through a dividend reinvestment plan at a price of $64.85 per share. After the transaction, Mr. Friedman is shown as directly beneficially owning 2,496,344 shares and indirectly owning additional shares: 1,163,898 via his trusts, 496,780 via a family limited partnership (with a disclaimed portion noted), and 44,323 held by a trustee of a profit sharing plan. The filing notes the acquisition was exempt under Rule 16b(3)(d)(1) and (2) as a dividend reinvestment.
Richard B. Handler, CEO and director of Jefferies Financial Group Inc. (JEF), reported an acquisition on 08/29/2025 of 78,959 common shares at a price of $64.85 per share through a dividend reinvestment. The filing shows total beneficial ownership following the transaction of 13,517,576 shares held directly, plus multiple indirect holdings through trusts and LLCs (amounts listed in the filing).
The acquisition is described as deferred shares received via a dividend reinvestment plan and is exempt under Rule 16b-3(d)(1)&(2). The Form 4 was signed by a power of attorney on behalf of the reporting person on 08/29/2025.
Jefferies Financial Group Inc. filed a Form 13F reporting holdings for the quarter ended 06-30-2025. The filing lists 1,244 positions with a combined market value of $11,896,084,736 and identifies 6 other included managers.
This submission is a 13F holdings report indicating comprehensive institutional disclosure; the excerpt provided here contains the report summary but not the full position-level table.