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Jefferies Financial Group (JEF) SEC Filings, Aug-Oct 2025

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.

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Jefferies Financial Group Inc. is offering medium-term notes linked to the lowest performing of the VanEck Gold Miners ETF (GDX) and the iShares Silver Trust (SLV). The securities pay a quarterly contingent coupon only if the lowest performing Market Measure on each calculation day is at least 70% of its starting price; the contingent coupon rate will be set on the pricing date and will be at least 12.40% per annum. The notes may be automatically called on quarterly calculation days from April 2026 through July 2028 if the lowest performing Market Measure is at or above its starting price, in which case holders receive face amount plus a final contingent coupon. If not called, maturity is October 27, 2028, and holders receive the face amount only if the lowest performing Market Measure at final calculation is at or above 70% of its starting price; otherwise holders suffer a loss equal to the decline in that Market Measure 30% or total loss). Issue date is November 5, 2025; original offering price $1,000; estimated value at pricing date approximately $949.90. All payments are subject to Jefferies' credit risk; calculation agent is Jefferies Financial Services Inc.

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Jefferies Financial Group Inc. is offering senior unsecured notes maturing October 3, 2030, with a stated principal amount of $1,000 per note and an issue price equal to 100% of stated principal. The notes pay a quarterly Contingent Coupon Payment of $19.375 when the Observation Value of the worst-performing underlying on a Coupon Observation Date is at or above its Coupon Barrier and are automatically callable beginning roughly one year after pricing if the worst-performing underlying meets or exceeds its Call Value on a Call Observation Date. At maturity, if the final value of the worst-performing underlying is below its Threshold Value, holders suffer 1:1 downside exposure and may lose up to 100% of principal. All payments are subject to Jefferies' credit risk. Jefferies estimates the value on pricing at approximately $946.00 per note, or within $30.00 of that estimate.

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Jefferies Financial Group Inc. filed a current report to furnish a press release with financial results for its quarter and nine months ended August 31, 2025. The press release is attached as Exhibit 99 and is incorporated by reference, while being treated as furnished rather than filed under securities law. The company also lists its common shares and several series of senior notes as registered on the New York Stock Exchange.

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Jefferies Financial Group Inc. is offering senior unsecured, non-interest-bearing notes linked to the iShares Bitcoin Trust ETF (ticker IBIT) that mature on July 18, 2028. Each note has a $1,000 stated principal amount and an issue price of 100% with an estimated initial value of approximately $945. At maturity investors receive the stated principal plus 200.00% of the Underlyings upside subject to a maximum payment of $1,900.00 per note. The notes include a 20% buffer: if the Final Value falls below 80% of the Initial Value investors lose 1% for each 1% decline below that buffer (up to an 80% loss). All payments are subject to Jefferies credit risk and the notes may have limited secondary market liquidity.

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Jefferies Financial Group Inc. amended its certificate of incorporation to create a new series of preferred equity. The amendment establishes Series B-1 Non-Voting Convertible Preferred Shares, $1.00 par value, and designates 17,500 preferred shares as this new series, effective September 19, 2025.

The detailed preferences, limitations, powers and relative rights of the Series B-1 Preferred Stock are set out in a Certificate of Amendment filed as an exhibit. The filing may also be deemed solicitation material for a future shareholder vote on an amended and restated charter that would authorize additional shares of non-voting common stock, for which Jefferies plans to file proxy materials with the SEC.

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Jefferies Financial Group Inc. is issuing $1,762,000 of senior unsecured notes linked to the Russell 2000 (RTY) and EURO STOXX 50 (SX5E). Each Note has a $1,000 Stated Principal Amount, an Issue Price equal to 100% and an estimated value on the Pricing Date of $948.20 per Note. The Notes mature on August 29, 2031, pay a contingent quarterly coupon of $21.875 per Note when the Worst-Performing Underlying is at or above its Coupon Barrier, and may be automatically called beginning roughly one year after issuance. At maturity, if the Worst-Performing Underlying is below its Threshold (75% of Initial Value), investors suffer 1-for-1 downside to the underlying and may lose up to 100% of principal.

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Jefferies Financial Group Inc. filed a Form 8-K reporting an Amended and Restated Exchange Agreement dated September 19, 2025 between Jefferies Financial Group Inc. and Sumitomo Mitsui Banking Corporation. The filing lists two exhibits: Exhibit 10.1 (the amended exchange agreement) and Exhibit 99.1 (a joint press release dated September 19, 2025). No financial terms, transaction amounts, or operational details are included in the disclosed text of the filing. The cover-page data also lists the companys outstanding listed securities and senior notes but does not provide additional commentary or numerical results.

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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.

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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.

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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.

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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 October 1, 2025.