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Jefferies Financial Group (JEF) SEC Filings, Feb-Mar 2026

JEF NYSE

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.

Rhea-AI Summary

Jefferies Financial Group Inc. is offering senior, unsecured, fixed-rate 12‑year callable notes due March 17, 2038 with a stated interest rate of 6.00% from the Original Issue Date. The notes pay semiannual interest, are callable by the issuer on specified semiannual dates beginning March 17, 2027, and are payable in U.S. dollars. The offering will be delivered in book-entry form through DTC and proceeds are for general corporate purposes. All payments are subject to the issuer’s credit risk; the notes will not be listed and secondary-market liquidity may be limited.

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Jefferies Financial Group Inc. is offering senior unsecured fixed-rate callable notes due March 17, 2031 with a stated interest rate of 5.00% payable semi‑annually. The Notes are callable by the issuer on each Optional Redemption Date beginning March 17, 2027 on at least five Business Days' notice.

Notes will be issued at a price of $1,000 per Note (100%), payable in U.S. dollars, delivered in book‑entry form through DTC on or about March 17, 2026. All payments are subject to Jefferies Financial Group Inc.'s credit risk; Notes will not be listed and secondary market liquidity may be limited.

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Jefferies Financial Group Inc. is offering Market Linked Notes due August 30, 2029 that return principal at maturity and provide 100% upside participation in an equally-weighted Basket of the EURO STOXX 50® (50%) and the S&P 500® (50%), subject to a 25.00% maximum return (maximum maturity payment $1,250 per $1,000 note). The notes pay no periodic interest, are senior unsecured obligations of Jefferies and are subject to its credit risk. Pricing date was February 26, 2026, issue date March 3, 2026, original offering price $1,000 and estimated value on the pricing date $955.60 per note. Agent discount up to $33.25 per note. Calculation day is August 27, 2029, subject to postponement for market disruptions.

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Jefferies Financial Group Inc. priced Market Linked Securities — medium-term notes linked to the Nasdaq-100 Index® with an issue date of March 3, 2026 and stated maturity of March 2, 2028.

Each security has a face amount of $1,000, an original offering price of $1,000, an estimated value on the pricing date of $961.50, an upside participation rate of 200% subject to a maximum return of 21.00% (maximum maturity payment $1,210), and a downside buffer of 10% (threshold level equal to 22,530.933, or 90% of the starting level 25,034.37). If the ending level is below the threshold, investors bear 1-to-1 losses beyond the buffer and can lose up to 90% of the face amount. The securities are senior unsecured obligations of Jefferies and all payments are subject to the issuer’s credit risk.

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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.

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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.

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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.

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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.

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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.

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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.

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FAQ

How many Jefferies Financial Group (JEF) SEC filings are available on StockTitan?

StockTitan tracks 750 SEC filings for Jefferies Financial Group (JEF), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Jefferies Financial Group (JEF)?

The most recent SEC filing for Jefferies Financial Group (JEF) was filed on March 3, 2026.