Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Jefferies Financial Group Inc.JEF · Entity 3502 | Director | August 28, 2026 | August 29, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Jefferies Financial Group Inc.
Report date August 28, 2026 · Filed August 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 32,147 |
Reported balance
After 2026-08-28 transaction · row 1
1 source rowRow 1 · 2026-08-28 · Grant · Acquired 165 · Balance 32,147 F1: Acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16b-3(d)(1) & (2) under the Securities Exchange Act of 1934. |
Filing footnotes · ownership attribution and instrument terms
F1: Acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16b-3(d)(1) & (2) under the Securities Exchange Act of 1934.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 28, 2026 Filed Aug 29, 2026 01:49 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 165 | $53.09 | $8,759.85 |
DisclosureSEC source: 0001214659-26-011104 · marketforms-73854.xml · nonDerivative · entry 1 Ellis-Kirk Matrice · CIK 0001345891 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,147 F1 · kind: Acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16b-3(d)(1) & (2) under the Securities Exchange Act of 1934. Read SEC document |
| May 29, 2026 Filed May 30, 2026 01:13 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 165 | $52.72 | $8,698.80 |
DisclosureSEC source: 0001214659-26-006937 · marketforms-73305.xml · nonDerivative · entry 1 Ellis-Kirk Matrice · CIK 0001345891 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,982 F1 · kind: Acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16-b(3)(d)(1) & (2) under the Securities Exchange Act of 1934. Read SEC document |
| March 26, 2026 Filed Mar 28, 2026 01:23 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 5,461 | $40.28 | $219,969.08 |
DisclosureSEC source: 0001214659-26-003947 · marketforms-72783.xml · nonDerivative · entry 1 Ellis-Kirk Matrice · CIK 0001345891 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,817 F1 · kind: Acquisition of securities under Jefferies Financial Group Inc.'s Equity Compensation Plan in a transaction exempt under Rule 16b-3(d)(1) & (2) under the Securities Exchange Act of 1934. Read SEC document |
| February 27, 2026 Filed Feb 28, 2026 02:17 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 145 | $44.40 | $6,438.00 |
DisclosureSEC source: 0001214659-26-002638 · marketforms-72360.xml · nonDerivative · entry 1 Ellis-Kirk Matrice · CIK 0001345891 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,356 F1 · kind: Acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16-b(3)(d)(1) & (2) under the Securities Exchange Act of 1934. Read SEC document |
| November 26, 2025 Filed Nov 29, 2025 02:01 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 112 | $57.23 | $6,409.76 |
DisclosureSEC source: 0001214659-25-017358 · marketforms-71376.xml · nonDerivative · entry 1 Ellis-Kirk Matrice · CIK 0001345891 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,211 F1 · kind: Acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16-b(3)(d)(1) & (2) under the Securities Exchange Act of 1934. Read SEC document |
| August 29, 2025 Filed Aug 30, 2025 00:35 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 98 | $64.85 | $6,355.30 |
DisclosureSEC source: 0001214659-25-013128 · marketforms-70476.xml · nonDerivative · entry 1 Ellis-Kirk Matrice · CIK 0001345891 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,099 F1 · kind: Acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16-b(3)(d)(1) & (2) under the Securities Exchange Act of 1934. Read SEC document |
| May 29, 2025 Filed May 31, 2025 00:19 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 128 | $49.41 | $6,324.48 |
DisclosureSEC source: 0001214659-25-008597 · marketforms-69735.xml · nonDerivative · entry 1 Ellis-Kirk Matrice · CIK 0001345891 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,001 F1 · kind: Acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16-b(3)(d)(1) & (2) under the Securities Exchange Act of 1934. Read SEC document |
| March 27, 2025 Filed Mar 29, 2025 00:02 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 4,047 | $54.35 | $219,954.45 |
DisclosureSEC source: 0001214659-25-004996 · marketforms-69044.xml · nonDerivative · entry 1 Ellis-Kirk Matrice · CIK 0001345891 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,873 F1 · kind: Acquisition of securities under Jefferies Financial Group Inc.'s Equity Compensation Plan in a transaction exempt under Rule 16b-3(d)(1) & (2) under the Securities Exchange Act of 1934. Read SEC document |
| February 27, 2025 Filed Feb 28, 2025 02:35 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 72 | $64.86 | $4,669.92 |
DisclosureSEC source: 0001214659-25-003585 · marketforms-68499.xml · nonDerivative · entry 1 Ellis-Kirk Matrice · CIK 0001345891 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,826 F1 · kind: Reporting acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16b-3(d)(1) and (2) under the Securities Exchange Act of 1934. F1 · shares: Reporting acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16b-3(d)(1) and (2) under the Securities Exchange Act of 1934. Read SEC document |
| November 27, 2024 Filed Nov 29, 2024 23:01 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 51 | $78.93 | $4,025.43 |
DisclosureSEC source: 0001214659-24-019795 · marketforms-67417.xml · nonDerivative · entry 1 Ellis-Kirk Matrice · CIK 0001345891 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,754 F1 · kind: Reporting acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16b-3(d)(1) and (2) under the Securities Exchange Act of 1934. F1 · shares: Reporting acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16b-3(d)(1) and (2) under the Securities Exchange Act of 1934. Read SEC document |
| August 30, 2024 Filed Aug 30, 2024 20:53 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 67 | $59.95 | $4,016.65 |
DisclosureSEC source: 0001214659-24-015803 · marketforms-66873.xml · nonDerivative · entry 1 Ellis-Kirk Matrice · CIK 0001345891 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,703 F1 · kind: Reporting acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16b-3(d)(1) and (2) under the Securities Exchange Act of 1934. F1 · shares: Reporting acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16b-3(d)(1) and (2) under the Securities Exchange Act of 1934. Read SEC document |
| May 30, 2024 Filed Jun 1, 2024 01:27 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 75 | $45.79 | $3,434.25 |
DisclosureSEC source: 0001214659-24-010390 · marketforms-66133.xml · nonDerivative · entry 1 Ellis-Kirk Matrice · CIK 0001345891 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,635 F1 · kind: Reporting acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16b-3(d)(1) and (2) under the Securities Exchange Act of 1934. F1 · shares: Reporting acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16b-3(d)(1) and (2) under the Securities Exchange Act of 1934. Read SEC document |
| March 28, 2024 Filed Mar 29, 2024 01:09 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 4,648 | $44.10 | $204,976.80 |
DisclosureSEC source: 0001214659-24-005541 · marketforms-65411.xml · nonDerivative · entry 1 Ellis-Kirk Matrice · CIK 0001345891 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,560 F1 · kind: Acquisition of securities under Jefferies Financial Group Inc.'s Equity Compensation Plan in a transaction exempt under Rule 16b-3(d)(1) & (2) under the Securities Exchange Act of 1934. Read SEC document |
| February 27, 2024 Filed Feb 28, 2024 23:29 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 49 | $41.26 | $2,021.74 |
DisclosureSEC source: 0001214659-24-003691 · marketforms-64844.xml · nonDerivative · entry 1 Ellis-Kirk Matrice · CIK 0001345891 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,912 F1 · kind: Acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16-b(3)(d)(1) & (2) under the Securities Exchange Act of 1934. F1 · shares: Acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16-b(3)(d)(1) & (2) under the Securities Exchange Act of 1934. Read SEC document |
| November 28, 2023 Filed Dec 1, 2023 01:32 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 58 | $34.63 | $2,008.54 |
DisclosureSEC source: 0001214659-23-015829 · marketforms-63610.xml · nonDerivative · entry 1 Ellis-Kirk Matrice · CIK 0001345891 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,863 F1 · kind: Acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16-b(3)(d)(1) & (2) under the Securities Exchange Act of 1934. F1 · shares: Acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16-b(3)(d)(1) & (2) under the Securities Exchange Act of 1934. Read SEC document |
| August 25, 2023 Filed Aug 26, 2023 00:44 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 57 | $34.73 | $1,979.61 |
DisclosureSEC source: 0001214659-23-011716 · marketforms-62339.xml · nonDerivative · entry 1 Ellis-Kirk Matrice · CIK 0001345891 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,805 F1 · kind: Acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16-b(3)(d)(1) & (2) under the Securities Exchange Act of 1934. F1 · shares: Acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16-b(3)(d)(1) & (2) under the Securities Exchange Act of 1934. Read SEC document |
| May 26, 2023 Filed May 31, 2023 00:40 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 65 | $30.51 | $1,983.15 |
DisclosureSEC source: 0001214659-23-008072 · marketforms-61668.xml · nonDerivative · entry 1 Ellis-Kirk Matrice · CIK 0001345891 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,748 F1 · kind: Acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16-b(3)(d)(1) & (2) under the Securities Exchange Act of 1934. F1 · shares: Acquisition of deferred shares as a dividend reinvestment in a transaction exempt under Rule 16-b(3)(d)(1) & (2) under the Securities Exchange Act of 1934. Read SEC document |
| March 29, 2023 Filed Mar 31, 2023 00:54 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 6,583 | $31.14 | $204,994.62 |
DisclosureSEC source: 0001214659-23-004532 · marketforms-61115.xml · nonDerivative · entry 1 Ellis-Kirk Matrice · CIK 0001345891 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,683 F1 · kind: Acquisition of securities under Jefferies Financial Group Inc.'s Equity Compensation Plan in a transaction exempt under Rule 16b-3(d)(1) & (2) under the Securities Exchange Act of 1934. Read SEC document |
| June 28, 2022 Filed Jun 30, 2022 20:21 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 265 | $28.25 | $7,486.25 |
DisclosureSEC source: 0001214659-22-008485 · marketforms-56558.xml · nonDerivative · entry 1 Ellis-Kirk Matrice · CIK 0001345891 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,100 F1 · kind: Acquisition of securities under Jefferies Financial Group Inc.'s Equity Compensation Plan in a transaction exempt under Rule 16b-3(d)(1) & (2) under the Securities Exchange Act of 1934. Read SEC document |
| March 29, 2022 Filed Mar 31, 2022 20:29 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 5,697 | $33.35 | $189,994.95 |
DisclosureSEC source: 0001214659-22-004586 · marketforms-55920.xml · nonDerivative · entry 1 Ellis-Kirk Matrice · CIK 0001345891 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,835 F1 · kind: Acquisition of securities under Jefferies Financial Group Inc.'s Equity Compensation Plan in a transaction exempt under Rule 16b-3(d)(1) & (2) under the Securities Exchange Act of 1934. Read SEC document |
| January 31, 2022 Filed Feb 2, 2022 23:18 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 4,138 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-001734 · marketforms-55232.xml · nonDerivative · entry 1 Ellis-Kirk Matrice · CIK 0001345891 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,138 F1 · kind: Acquisition of securities under Jefferies Financial Group Inc.'s Equity Compensation Plan in a transaction exempt under Rule 16b-3(d)(1) & (2) under the Securities Exchange Act of 1934. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.