Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Jefferies Financial Group Inc.JEF · Entity 3502 | EVP and General Counsel | 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 | 168,409 |
Reported balance
After 2026-08-28 transaction · row 1
1 source rowRow 1 · 2026-08-28 · Grant · Acquired 746 · Balance 168,409 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. |
| Common StockSEC Table I · non-derivative | IndirectBy Trustee of Profit Sharing Plan | 5 |
Reported balance
Holding disclosure · report date 2026-08-28 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5 |
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 01:51 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 746 | $53.09 | $39,605.14 |
DisclosureSEC source: 0001214659-26-011106 · marketforms-73850.xml · nonDerivative · entry 1 Sharp Michael J. · CIK 0001506427 · EVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 168,409 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 01:17 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 746 | $52.72 | $39,329.12 |
DisclosureSEC source: 0001214659-26-006940 · marketforms-73300.xml · nonDerivative · entry 1 Sharp Michael J. · CIK 0001506427 · EVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 167,663 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 |
| February 27, 2026 Filed Feb 28, 2026 02:21 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 877 | $44.40 | $38,938.80 |
DisclosureSEC source: 0001214659-26-002640 · marketforms-72357.xml · nonDerivative · entry 1 Sharp Michael J. · CIK 0001506427 · EVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 166,917 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 01:58 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 676 | $57.23 | $38,687.48 |
DisclosureSEC source: 0001214659-25-017354 · marketforms-71367.xml · nonDerivative · entry 1 Sharp Michael J. · CIK 0001506427 · EVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 166,044 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 |
| October 17, 2025 Filed Oct 22, 2025 01:37 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 96,711 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-25-015174 · marketforms-71122.xml · nonDerivative · entry 1 Sharp Michael J. · CIK 0001506427 · EVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 165,368 F1 · shares: Grant of Restricted Stock under the Company's Equity Compensation Plan, exempt pursuant to Rule 16b-3(d) under the Securities Exchange Act of 1934, which will cliff vest in five years. Read SEC document |
| January 24, 2021 Filed Jan 26, 2021 23:53 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | Tax withholdingCommon Stock | 5,722 | $25.21 | $144,251.62 |
DisclosureSEC source: 0001214659-21-000835 · marketforms-51266.xml · nonDerivative · entry 1 Sharp Michael J. · CIK 0001506427 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,657 F1 · kind: Shares withheld to pay tax liability resulting from the vesting of a previously granted award. Read SEC document |
| January 24, 2020 Filed Jan 28, 2020 22:00 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | Tax withholdingCommon Stock | 4,755 | $21.97 | $104,467.35 |
DisclosureSEC source: 0001214659-20-000645 · marketforms-47569.xml · nonDerivative · entry 1 Sharp Michael J. · CIK 0001506427 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,379 F1 · kind: Shares withheld to pay tax liability resulting from the vesting of a previously granted award. Read SEC document |
| January 20, 2020 Filed Jan 24, 2020 02:18 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | Tax withholdingCommon Stock | 6,049 | $22.52 | $136,223.48 |
DisclosureSEC source: 0001214659-20-000563 · marketforms-47536.xml · nonDerivative · entry 1 Sharp Michael J. · CIK 0001506427 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,134 F1 · kind: Shares withheld to pay tax liability resulting from the vesting of a previously granted award. Read SEC document |
| January 24, 2019 Filed Jan 26, 2019 01:08 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | Tax withholdingCommon Stock | 4,087 | $19.98 | $81,658.26 |
DisclosureSEC source: 0001214659-19-000539 · marketforms-43862.xml · nonDerivative · entry 1 Sharp Michael J. · CIK 0001506427 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,183 F1 · kind: Shares withheld to pay tax liability resulting from the vesting of a previously granted award. Read SEC document |
| January 22, 2019 Filed Jan 25, 2019 01:30 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | Tax withholdingCommon Stock | 6,080 | $20.19 | $122,755.20 |
DisclosureSEC source: 0001214659-19-000518 · marketforms-43853.xml · nonDerivative · entry 1 Sharp Michael J. · CIK 0001506427 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,270 F1 · kind: Shares withheld to pay tax liability resulting from the vesting of a previously granted award. Read SEC document |
| January 24, 2018 Filed Jan 26, 2018 23:00 UTC | Jefferies Financial Group Inc. LUK · Entity 3502 | Tax withholdingCommon Stock | 4,408 | $27.73 | $122,233.84 |
DisclosureSEC source: 0001214659-18-000673 · marketforms-40840.xml · nonDerivative · entry 1 Sharp Michael J. · CIK 0001506427 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,350 F1 · kind: Shares withheld to pay tax liability resulting from the vesting of a previously granted award. Read SEC document |
| January 20, 2018 Filed Jan 22, 2018 23:00 UTC | Jefferies Financial Group Inc. LUK · Entity 3502 | Tax withholdingCommon Stock | 6,472 | $27.93 | $180,762.96 |
DisclosureSEC source: 0001214659-18-000577 · marketforms-40827.xml · nonDerivative · entry 1 Sharp Michael J. · CIK 0001506427 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,758 F1 · kind: Shares withheld to pay tax liability resulting from the vesting of a previously granted award. Read SEC document |
| January 24, 2017 Filed Jan 26, 2017 21:48 UTC | Jefferies Financial Group Inc. LUK · Entity 3502 | GrantCommon Stock | 42,771 | $23.38 | $999,985.98 |
DisclosureSEC source: 0001214659-17-000452 · marketforms-37640.xml · nonDerivative · entry 1 Sharp Michael J. · CIK 0001506427 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,230 F1 · kind: Acquisition of restricted common stock pursuant to the Leucadia National Corporation 2003 Incentive Compensation Plan, as amended and restated. Shares vest at a rate of 25% on each anniversary of the date of grant and are subject to performance-based vesting. F2 · ownership.direct: Includes 4 shares indirectly held by the Reporting Person by the Trustee under the Profit Sharing Plan for the benefit of the Reporting Person. Read SEC document |
| January 20, 2017 Filed Jan 23, 2017 19:00 UTC | Jefferies Financial Group Inc. LUK · Entity 3502 | Tax withholdingCommon Stock | 6,499 | $23.09 | $150,061.91 |
DisclosureSEC source: 0001214659-17-000410 · marketforms-37636.xml · nonDerivative · entry 1 Sharp Michael J. · CIK 0001506427 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,459 F1 · kind: Shares withheld to pay tax liability resulting from the vesting of a previously granted award. 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.