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 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.
Adamany Linda reported acquisition or exercise transactions in this Form 4 filing.
Jefferies Financial Group director Linda Adamany received a grant of 5,461 shares of common stock under the company’s Equity Compensation Plan. The shares were valued at $40.28 per share for reporting purposes. After this award, she directly holds 84,759 shares of Jefferies common stock.
Jefferies Financial Group Inc. is offering senior autocallable contingent coupon barrier notes due March 31, 2031. The notes are linked to the worst-performing of the Dow Jones Industrial Average, the Russell 2000 and the S&P 500.
The Issue Price and Stated Principal Amount are $1,000 per Note. The notes pay a contingent quarterly coupon of $22.50 if the Worst-Performing Underlying meets a 70% Coupon Barrier on each Coupon Observation Date and may be automatically called if the Worst-Performing Underlying is at or above 100% of its Initial Value on a Call Observation Date. At maturity, if the Worst-Performing Underlying is below a 55% Threshold Value, investors face 1-to-1 downside to losses; all payments are subject to the issuer’s credit risk. Jefferies estimates an initial value of approximately $959.70 per Note on the Pricing Date.