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. priced a structured offering of Senior Autocallable Barrier Notes due April 5, 2029 linked to the worst-performing of the ETFs XLF, XLI and XLK. The notes have a $1,000 stated principal per note, monthly call observation dates beginning April 2, 2027, and a Valuation Date of April 2, 2029.
If an observation meets or exceeds its 100% Call Value on a Call Observation Date the notes will automatically be called and pay the stated principal plus the applicable Call Premium (the schedule shows Call Premiums implying about 21.50% per annum). At maturity, if not called, holders receive principal if the Worst-Performing Underlying’s Final Value is at least 70% of its Initial Value; otherwise investors suffer 1-to-1 downside with up to 100% principal loss. All payments are subject to Jefferies’ credit risk.
Jefferies Financial Group Inc. priced $6,290,000 of Senior Buffered Leveraged Notes due March 23, 2029. The notes pay no interest, have a Stated Principal Amount of $1,000 per note and provide 129.00% participation in upside of the Worst-Performing Underlying (the lower of the S&P 500 and the Dow Jones Industrial Average) on the Valuation Date. A 20% buffer protects against declines up to 20% of the Initial Value; if the Worst-Performing Underlying falls below its Buffer Value, investors lose 1.25% of principal for each 1% decline below the buffer, up to a 100% loss. Notes are senior unsecured obligations and subject to issuer credit risk. Estimated value on the Pricing Date was $979.00 per note. Terms, tax treatment and risk factors are described in the pricing supplement and prospectus materials.
Jefferies Financial Group Inc. is offering Senior Autocallable Contingent Coupon Barrier Notes with an Aggregate Principal Amount of $4,533,000. The notes have a Stated Principal Amount of $1,000 per note, an Issue Price of 100%, and mature on April 2, 2032.
The notes pay a contingent quarterly coupon of $24.38 if the Worst-Performing Underlying (the lesser of the Russell 2000® and the EURO STOXX 50®) is at or above its Coupon Barrier on each Coupon Observation Date. They are autocallable beginning on a Call Observation Date approximately six months after pricing; a call returns principal plus any coupon due. At maturity, if the Final Value of the Worst-Performing Underlying is below its Threshold Value (75% of its Initial Value), holders suffer 1-for-1 downside exposure and may lose up to 100% of principal. All payments are subject to Jefferies’ credit risk. The estimated value on the Pricing Date was $926.90 per note.
Weiler Melissa reported acquisition or exercise transactions in this Form 4 filing.
Jefferies Financial Group Inc. director Melissa Weiler received a compensation-related grant of 5,461 shares of common stock at $40.28 per share. The shares were issued under Jefferies Financial Group Inc.'s Equity Compensation Plan in a transaction exempt under Rule 16b-3. Following this award, she directly holds 39,817 shares of common stock.
O Kane Michael T reported acquisition or exercise transactions in this Form 4 filing.
Jefferies Financial Group Inc. director Michael T. O'Kane received an award of 5,461 shares of common stock under the company’s Equity Compensation Plan. The shares were granted at a value of $40.28 per share in a transaction exempt under Rule 16b-3. Following this equity grant, his directly held stake increased to 131,954 shares of Jefferies common stock.
Katz Jacob M reported acquisition or exercise transactions in this Form 4 filing.
Jefferies Financial Group Inc. director Jacob M. Katz received a grant of 5,461 shares of common stock at $40.28 per share under the company’s Equity Compensation Plan, in a transaction exempt under Rule 16b-3. Following this award, he directly holds 57,293 shares.
JONES THOMAS W reported acquisition or exercise transactions in this Form 4 filing.
Jefferies Financial Group Inc. director Thomas W. Jones received a grant of 5,461 shares of common stock at a reference price of $40.28 per share. This equity award, made under the company’s Equity Compensation Plan and exempt under Rule 16b-3, increased his direct holdings to 76,701 shares.
Gilmartin MaryAnne reported acquisition or exercise transactions in this Form 4 filing.
Jefferies Financial Group Inc. director MaryAnne Gilmartin received an equity award of 5,461 shares of common stock on March 26, 2026 at a grant value of $40.28 per share. This compensation-related grant under the company’s Equity Compensation Plan brings her direct holdings to 57,293 shares of Jefferies common stock.
Ellis-Kirk Matrice reported acquisition or exercise transactions in this Form 4 filing.
Jefferies Financial Group Inc. director Matrice Ellis-Kirk received a grant of 5,461 shares of common stock at a value of $40.28 per share under the company’s equity compensation plan. Following this award, Ellis-Kirk directly holds 31,817 shares of Jefferies common stock.
BEYER ROBERT D reported acquisition or exercise transactions in this Form 4 filing.
Jefferies Financial Group Inc. director Robert D. Beyer received an award of 5,461 shares of common stock on March 26, 2026 under the company’s equity compensation plan. The shares were granted at a reference price of $40.28 per share in a transaction exempt under Rule 16b-3.
After this award, Beyer directly owns 112,255 shares of Jefferies common stock. This is a compensation-related grant, not an open-market purchase or sale, and reflects routine equity-based director compensation rather than a discretionary trading decision.