Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Fiesta Restaurant Group, Inc.FRGI · Entity 108548 | Director | April 29, 2020 | May 18, 2020 |
| Jefferies Financial Group Inc.JEF · Entity 3502 | Director · President | October 07, 2026 | October 10, 2026 |
| Vitesse Energy, Inc.VTS · Entity 5178 | Director | August 07, 2026 | August 10, 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.
Fiesta Restaurant Group, Inc.
Report date April 29, 2020 · Filed May 18, 2020 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 54,185 |
Reported balance
After 2020-04-29 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2020-04-29 · Grant · Acquired 8,418 · Balance 54,185 F1: This amendment is being filed to correct the number of Shares granted to the Reporting Person on April 29, 2020. The initial filing incorrectly overstated the number of Shares granted by 607 shares. The Shares were granted to the Reporting Person pursuant to the Issuer's 2012 Stock Incentive Plan and subject to restrictions on transfer. The stock award reported herein shall vest (and the restrictions shall lapse) in full on the earlier of (i) one business day before the Issuer's 2021 annual meeting of stockholders or (ii) April 29, 2021, provided that in each case the Reporting Person has continuously remained a director of the Issuer. Any unvested shares underlying the stock award reported herein will be immediately forfeited upon the Reporting Person ceasing to be a director. The stock award reported herein is not transferable unless vested. |
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectSee Footnote | 28,668 |
Reported balance
Holding disclosure · report date 2020-04-29 · row 2
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 2 · Balance 28,668 F2: The Reporting Person is the general partner of 2055 Partners L.P. ("2055 Partners") and, in such capacity, may be deemed to beneficially own the 28,668 shares of common stock of the Issuer beneficially owned by 2055 Partners. |
Filing footnotes · ownership attribution and instrument terms
F1: This amendment is being filed to correct the number of Shares granted to the Reporting Person on April 29, 2020. The initial filing incorrectly overstated the number of Shares granted by 607 shares. The Shares were granted to the Reporting Person pursuant to the Issuer's 2012 Stock Incentive Plan and subject to restrictions on transfer. The stock award reported herein shall vest (and the restrictions shall lapse) in full on the earlier of (i) one business day before the Issuer's 2021 annual meeting of stockholders or (ii) April 29, 2021, provided that in each case the Reporting Person has continuously remained a director of the Issuer. Any unvested shares underlying the stock award reported herein will be immediately forfeited upon the Reporting Person ceasing to be a director. The stock award reported herein is not transferable unless vested.
F2: The Reporting Person is the general partner of 2055 Partners L.P. ("2055 Partners") and, in such capacity, may be deemed to beneficially own the 28,668 shares of common stock of the Issuer beneficially owned by 2055 Partners.
Jefferies Financial Group Inc.
Report date October 07, 2026 · Filed October 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Reporting Person's Trusts | 1,216,478 |
Reported balance
After 2026-10-07 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-10-07 · Gift · Disposed 100 · Balance 1,216,478 |
| Common StockSEC Table I · non-derivative | Direct | 2,037,263 |
Reported balance
Holding disclosure · report date 2026-10-07 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,037,263 |
| Common StockSEC Table I · non-derivative | IndirectBy Family Limited Partnership | 496,780 |
Reported balance
Holding disclosure · report date 2026-10-07 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 496,780 F1: The Reporting Person disclaims beneficial ownership of the portion of shares held by the limited partnership in excess of his proportionate pecuniary interest in those shares. |
| Common StockSEC Table I · non-derivative | IndirectBy Trusts of which Reporting Person is Trustee | 1,800 |
Reported balance
Holding disclosure · report date 2026-10-07 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,800 |
| Common StockSEC Table I · non-derivative | IndirectBy Trustee of Profit Sharing Plan | 47,200 |
Reported balance
Holding disclosure · report date 2026-10-07 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 47,200 |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person disclaims beneficial ownership of the portion of shares held by the limited partnership in excess of his proportionate pecuniary interest in those shares.
Vitesse Energy, Inc.
Report date August 07, 2026 · Filed August 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 467,384 |
Reported balance
After 2026-08-07 transaction · row 1
1 source rowRow 1 · 2026-08-07 · Gift · Disposed 59,619 · Balance 467,384 F1: Charitable gift of shares to a non-profit organization. |
| Common StockSEC Table I · non-derivative | IndirectBy Reporting Person's Trust | 400,000 |
Reported balance
Holding disclosure · report date 2026-08-07 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 400,000 |
| Common StockSEC Table I · non-derivative | IndirectBy Family Limited Partnership | 260,555 |
Reported balance
Holding disclosure · report date 2026-08-07 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 260,555 F2: The Reporting Person disclaims beneficial ownership of the portion of shares held by the limited partnership in excess of his proportionate pecuniary interest in those shares. |
| Common StockSEC Table I · non-derivative | IndirectBy Trustee of Profit Sharing Plan | 4,365 |
Reported balance
Holding disclosure · report date 2026-08-07 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 4,365 |
Filing footnotes · ownership attribution and instrument terms
F1: Charitable gift of shares to a non-profit organization.
F2: The Reporting Person disclaims beneficial ownership of the portion of shares held by the limited partnership in excess of his proportionate pecuniary interest in those shares.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
HOMEFED CORP
Report date July 01, 2019 · Filed July 01, 2019
Section 16 reporting ended · disclosed 2019-07-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Option - Right to BuySEC Table II · derivative / convertible security · Conversion / exercise price $50.50 · Expires 2023-08-08 | Direct | 0 |
Reported balance
After 2019-07-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-07-01 · Disposition to issuer · Disposed 1,000 · Balance 0 F1: Disposition pursuant to the Agreement and Plan of Merger by and among HomeFed Corporation ("HomeFed"), Jefferies Financial Group Inc. ("Jefferies") and Heat Merger Sub, LLC dated as of April 12, 2019, as amended by Amendment No. 1 to the Merger Agreement dated as of May 2, 2019 (as amended, the "Merger Agreement"), in exchange for options to purchase shares of common stock of Jefferies in the ratio of two shares of Jefferies for each one share of HomeFed (with a concurrent exercise price adjustment). F2: The options vest at a rate of 25% per year, commencing on August 8, 2019. |
| Option - Right to BuySEC Table II · derivative / convertible security · Conversion / exercise price $44.00 · Expires 2022-08-04 | Direct | 0 |
Reported balance
After 2019-07-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-07-01 · Disposition to issuer · Disposed 1,000 · Balance 0 F1: Disposition pursuant to the Agreement and Plan of Merger by and among HomeFed Corporation ("HomeFed"), Jefferies Financial Group Inc. ("Jefferies") and Heat Merger Sub, LLC dated as of April 12, 2019, as amended by Amendment No. 1 to the Merger Agreement dated as of May 2, 2019 (as amended, the "Merger Agreement"), in exchange for options to purchase shares of common stock of Jefferies in the ratio of two shares of Jefferies for each one share of HomeFed (with a concurrent exercise price adjustment). F3: The options vest at a rate of 25% per year, commencing on August 4, 2018. |
| Option - Right to BuySEC Table II · derivative / convertible security · Conversion / exercise price $40.50 · Expires 2021-07-14 | Direct | 0 |
Reported balance
After 2019-07-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-07-01 · Disposition to issuer · Disposed 1,000 · Balance 0 F1: Disposition pursuant to the Agreement and Plan of Merger by and among HomeFed Corporation ("HomeFed"), Jefferies Financial Group Inc. ("Jefferies") and Heat Merger Sub, LLC dated as of April 12, 2019, as amended by Amendment No. 1 to the Merger Agreement dated as of May 2, 2019 (as amended, the "Merger Agreement"), in exchange for options to purchase shares of common stock of Jefferies in the ratio of two shares of Jefferies for each one share of HomeFed (with a concurrent exercise price adjustment). F4: The options vest at a rate of 25% per year, commencing on July 14, 2017. |
| Option - Right to BuySEC Table II · derivative / convertible security · Conversion / exercise price $47.85 · Expires 2020-07-15 | Direct | 0 |
Reported balance
After 2019-07-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2019-07-01 · Disposition to issuer · Disposed 1,000 · Balance 0 F1: Disposition pursuant to the Agreement and Plan of Merger by and among HomeFed Corporation ("HomeFed"), Jefferies Financial Group Inc. ("Jefferies") and Heat Merger Sub, LLC dated as of April 12, 2019, as amended by Amendment No. 1 to the Merger Agreement dated as of May 2, 2019 (as amended, the "Merger Agreement"), in exchange for options to purchase shares of common stock of Jefferies in the ratio of two shares of Jefferies for each one share of HomeFed (with a concurrent exercise price adjustment). F5: The options vest at a rate of 25% per year, commencing on July 15, 2016. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposition pursuant to the Agreement and Plan of Merger by and among HomeFed Corporation ("HomeFed"), Jefferies Financial Group Inc. ("Jefferies") and Heat Merger Sub, LLC dated as of April 12, 2019, as amended by Amendment No. 1 to the Merger Agreement dated as of May 2, 2019 (as amended, the "Merger Agreement"), in exchange for options to purchase shares of common stock of Jefferies in the ratio of two shares of Jefferies for each one share of HomeFed (with a concurrent exercise price adjustment).
F2: The options vest at a rate of 25% per year, commencing on August 8, 2019.
F3: The options vest at a rate of 25% per year, commencing on August 4, 2018.
F4: The options vest at a rate of 25% per year, commencing on July 14, 2017.
F5: The options vest at a rate of 25% per year, commencing on July 15, 2016.
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 |
|---|---|---|---|---|---|---|
| October 07, 2026 Filed Oct 10, 2026 01:56 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GiftCommon Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-26-012761 · marketforms-74128.xml · nonDerivative · entry 1 FRIEDMAN BRIAN P · CIK 0001275002 · Director · President 10b5-1 filing: No plan indicated Ownership: Indirect · By Reporting Person's Trusts Disclosed balance after: 1,216,478 Read SEC document |
| August 28, 2026 Filed Aug 29, 2026 01:53 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 29,016 | $53.09 | $1,540,459.44 |
DisclosureSEC source: 0001214659-26-011108 · marketforms-73849.xml · nonDerivative · entry 1 FRIEDMAN BRIAN P · CIK 0001275002 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,037,263 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 07, 2026 Filed Aug 8, 2026 01:53 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GiftCommon Stock | 81,734 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-26-009794 · marketforms-73743.xml · nonDerivative · entry 1 FRIEDMAN BRIAN P · CIK 0001275002 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,008,247 F1 · kind: Charitable gift of shares to a non-profit organization. F1 · shares: Charitable gift of shares to a non-profit organization. Read SEC document |
| August 07, 2026 Filed Aug 10, 2026 20:09 UTC | Vitesse Energy, Inc. VTS · Entity 5178 | GiftCommon Stock | 59,619 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-055230 · wk-form4_1786392587.xml · nonDerivative · entry 1 FRIEDMAN BRIAN P · CIK 0001275002 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 467,384 F1 · kind: Charitable gift of shares to a non-profit organization. F1 · shares: Charitable gift of shares to a non-profit organization. Read SEC document |
| June 05, 2026 Filed Jun 8, 2026 20:24 UTC | Vitesse Energy, Inc. VTS · Entity 5178 | GrantCommon Stock | 7,066 | $0.00 | $0.00 |
DisclosureSEC source: 0001944558-26-000027 · wk-form4_1780950271.xml · nonDerivative · entry 1 FRIEDMAN BRIAN P · CIK 0001275002 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 527,003 F1 · shares: Represents unvested restricted stock units, each of which represents a contingent right to receive one share of Vitesse Energy, Inc. (the "Company") common stock. The restricted stock units will vest on the earlier of the first anniversary of the date of grant or the date of the Company's 2027 Annual Meeting of Stockholders, subject to continued service through the vesting date. Read SEC document |
| May 29, 2026 Filed May 30, 2026 01:19 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 29,003 | $52.72 | $1,529,038.16 |
DisclosureSEC source: 0001214659-26-006941 · marketforms-73299.xml · nonDerivative · entry 2 FRIEDMAN BRIAN P · CIK 0001275002 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,089,981 F2 · 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. F2 · shares: 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 28, 2026 Filed May 30, 2026 01:19 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | Disposition to issuerCommon Stock | 464 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-26-006941 · marketforms-73299.xml · nonDerivative · entry 1 FRIEDMAN BRIAN P · CIK 0001275002 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,060,978 F1 · kind: Forfeiture of PSUs relating to prior equity grants due to recalculation of performance metrics. These transactions are exempt under Rule 16b-3(e) under the Securities Exchange Act of 1934. F1 · shares: Forfeiture of PSUs relating to prior equity grants due to recalculation of performance metrics. These transactions are exempt under Rule 16b-3(e) under the Securities Exchange Act of 1934. Read SEC document |
| May 06, 2026 Filed May 9, 2026 01:27 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | SaleCommon Stock | 0.26 | $51.88 | $13.49 |
DisclosureSEC source: 0001214659-26-005870 · marketforms-73145.xml · nonDerivative · entry 2 FRIEDMAN BRIAN P · CIK 0001275002 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,061,442 F1 · kind: Sale of fractional shares to facilitate brokerage account closings. F1 · shares: Sale of fractional shares to facilitate brokerage account closings. Read SEC document |
| May 06, 2026 Filed May 9, 2026 01:27 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | SaleCommon Stock | 0.74 | $51.91 | $38.41 |
DisclosureSEC source: 0001214659-26-005870 · marketforms-73145.xml · nonDerivative · entry 1 FRIEDMAN BRIAN P · CIK 0001275002 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,061,442 F1 · kind: Sale of fractional shares to facilitate brokerage account closings. F1 · shares: Sale of fractional shares to facilitate brokerage account closings. Read SEC document |
| February 27, 2026 Filed Feb 28, 2026 02:28 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 34,769 | $44.40 | $1,543,743.60 |
DisclosureSEC source: 0001214659-26-002643 · marketforms-72358.xml · nonDerivative · entry 1 FRIEDMAN BRIAN P · CIK 0001275002 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,115,411 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 |
| February 02, 2026 Filed Feb 5, 2026 02:24 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GiftCommon Stock | 472,804 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-26-001204 · marketforms-72035.xml · nonDerivative · entry 1 FRIEDMAN BRIAN P · CIK 0001275002 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,993,251 F1 · kind: Gift of shares to family trust, of which the reporting person is neither a trustee nor a beneficiary. F1 · shares: Gift of shares to family trust, of which the reporting person is neither a trustee nor a beneficiary. Read SEC document |
| January 02, 2026 Filed Jan 3, 2026 02:21 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GiftCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-26-000066 · marketforms-71760.xml · nonDerivative · entry 3 FRIEDMAN BRIAN P · CIK 0001275002 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,552,157 F2 · kind: Gift of shares to family trusts, of which the reporting person is neither a trustee nor a beneficiary. Read SEC document |
| January 02, 2026 Filed Jan 3, 2026 02:21 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 1,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-26-000066 · marketforms-71760.xml · nonDerivative · entry 2 FRIEDMAN BRIAN P · CIK 0001275002 · Director · President 10b5-1 filing: No plan indicated Ownership: Indirect · By Trusts of which Reporting Person is Trustee Disclosed balance after: 1,800 F1 · kind: Gift of shares to family trusts, of which the reporting person is a trustee. These transactions may be exempt under Rule 16a-13. Read SEC document |
| January 02, 2026 Filed Jan 3, 2026 02:21 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GiftCommon Stock | 1,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-26-000066 · marketforms-71760.xml · nonDerivative · entry 1 FRIEDMAN BRIAN P · CIK 0001275002 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,555,157 F1 · kind: Gift of shares to family trusts, of which the reporting person is a trustee. These transactions may be exempt under Rule 16a-13. Read SEC document |
| December 16, 2025 Filed Dec 19, 2025 02:32 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | Tax withholdingCommon Stock | 187,121 | $61.16 | $11,444,320.36 |
DisclosureSEC source: 0001214659-25-018254 · marketforms-71602.xml · nonDerivative · entry 1 FRIEDMAN BRIAN P · CIK 0001275002 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,556,957 F1 · kind: Shares withheld to pay tax liability resulting from the distribution of long-term equity grants. Read SEC document |
| December 10, 2025 Filed Dec 13, 2025 02:16 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 121,300 | $61.83 | $7,499,979.00 |
DisclosureSEC source: 0001214659-25-017995 · marketforms-71577.xml · nonDerivative · entry 3 FRIEDMAN BRIAN P · CIK 0001275002 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,744,078 F3 · kind: Grant of Restricted Stock Units under the Company's ECP, exempt pursuant to Rule 16b-3(d) under the Securities Exchange Act of 1934. Read SEC document |
| December 10, 2025 Filed Dec 13, 2025 02:16 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 121,300 | $61.83 | $7,499,979.00 |
DisclosureSEC source: 0001214659-25-017995 · marketforms-71577.xml · nonDerivative · entry 2 FRIEDMAN BRIAN P · CIK 0001275002 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,622,778 F2 · kind: Grant of target Performance-Based Restricted Stock Units under the Company's Equity Compensation Plan (the "ECP"), exempt pursuant to Rule 16b-3(d) under the Securities Exchange Act of 1934. Read SEC document |
| December 10, 2025 Filed Dec 13, 2025 02:16 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | Disposition to issuerCommon Stock | 22,613 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-25-017995 · marketforms-71577.xml · nonDerivative · entry 1 FRIEDMAN BRIAN P · CIK 0001275002 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,501,478 F1 · kind: Forfeiture of PSUs relating to prior equity grants due to not achieving performance targets. These transactions are exempt under Rule 16b-3(d)(1) and (2) under the Securities Exchange Act of 1934. Read SEC document |
| November 26, 2025 Filed Nov 29, 2025 02:04 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 27,747 | $57.23 | $1,587,960.81 |
DisclosureSEC source: 0001214659-25-017360 · marketforms-71370.xml · nonDerivative · entry 1 FRIEDMAN BRIAN P · CIK 0001275002 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,524,091 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 00:32 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 24,337 | $64.85 | $1,578,254.45 |
DisclosureSEC source: 0001214659-25-013125 · marketforms-70473.xml · nonDerivative · entry 1 FRIEDMAN BRIAN P · CIK 0001275002 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,496,344 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 29, 2025 Filed May 31, 2025 00:23 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 31,685 | $49.41 | $1,565,555.85 |
DisclosureSEC source: 0001214659-25-008599 · marketforms-69733.xml · nonDerivative · entry 1 FRIEDMAN BRIAN P · CIK 0001275002 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,472,007 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 01, 2025 Filed May 2, 2025 20:17 UTC | Vitesse Energy, Inc. VTS · Entity 5178 | GrantCommon Stock | 5,952 | $0.00 | $0.00 |
DisclosureSEC source: 0001944558-25-000050 · wk-form4_1746217051.xml · nonDerivative · entry 1 FRIEDMAN BRIAN P · CIK 0001275002 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 419,937 F1 · shares: Represents unvested restricted stock units, each of which represents a contingent right to receive one share of Vitesse Energy, Inc. (the "Company") common stock. The restricted stock units will vest on the day prior to the Company's 2026 Annual Meeting of Stockholders, subject to continued service through the vesting date, and will be settled in shares of Company common stock following the vesting date unless such settlement is deferred by the director. Read SEC document |
| March 28, 2025 Filed Mar 29, 2025 00:10 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GiftCommon Stock | 82,979 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-25-005002 · marketforms-69040.xml · nonDerivative · entry 1 FRIEDMAN BRIAN P · CIK 0001275002 · Director · President 10b5-1 filing: No plan indicated Ownership: Indirect · By Reporting Person's Trusts Disclosed balance after: 1,163,898 F1 · kind: Gift of shares to family trust, of which the reporting person is neither a trustee nor a beneficiary. F1 · shares: Gift of shares to family trust, of which the reporting person is neither a trustee nor a beneficiary. Read SEC document |
| February 27, 2025 Filed Feb 28, 2025 02:36 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 23,858 | $64.86 | $1,547,429.88 |
DisclosureSEC source: 0001214659-25-003588 · marketforms-68497.xml · nonDerivative · entry 1 FRIEDMAN BRIAN P · CIK 0001275002 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,154,220 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 |
| January 30, 2025 Filed Feb 4, 2025 02:16 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GiftCommon Stock | 448,205 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-25-001795 · marketforms-67955.xml · nonDerivative · entry 1 FRIEDMAN BRIAN P · CIK 0001275002 · Director · President 10b5-1 filing: No plan indicated Ownership: Indirect · By Reporting Person's LLC Disclosed balance after: 0 F1 · kind: Gift of shares to family trust, of which the reporting person is neither a trustee nor a beneficiary. F1 · shares: Gift of shares to family trust, of which the reporting person is neither a trustee nor a beneficiary. Read SEC document |
| January 17, 2025 Filed Jan 17, 2025 22:03 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GiftCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-25-000923 · marketforms-67883.xml · nonDerivative · entry 1 FRIEDMAN BRIAN P · CIK 0001275002 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,268,060 F1 · kind: Gift of shares to family trusts, of which the reporting person is neither a trustee nor a beneficiary. F1 · shares: Gift of shares to family trusts, of which the reporting person is neither a trustee nor a beneficiary. Read SEC document |
| December 17, 2024 Filed Dec 18, 2024 02:33 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 113,651 | $79.19 | $9,000,022.69 |
DisclosureSEC source: 0001214659-24-020656 · marketforms-67613.xml · nonDerivative · entry 3 FRIEDMAN BRIAN P · CIK 0001275002 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,270,560 F3 · kind: Grants of Restricted Stock Units under the Company's ECP, exempt pursuant to Rule 16b-3(d) under the Securities Exchange Act of 1934. F3 · shares: Grants of Restricted Stock Units under the Company's ECP, exempt pursuant to Rule 16b-3(d) under the Securities Exchange Act of 1934. Read SEC document |
| December 17, 2024 Filed Dec 18, 2024 02:33 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 113,651 | $79.19 | $9,000,022.69 |
DisclosureSEC source: 0001214659-24-020656 · marketforms-67613.xml · nonDerivative · entry 2 FRIEDMAN BRIAN P · CIK 0001275002 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,156,909 F2 · kind: Grants of target Performance-Based Restricted Stock Units under the Company's Equity Compensation Plan (the "ECP"), exempt pursuant to Rule 16b-3(d) under the Securities Exchange Act of 1934. F2 · shares: Grants of target Performance-Based Restricted Stock Units under the Company's Equity Compensation Plan (the "ECP"), exempt pursuant to Rule 16b-3(d) under the Securities Exchange Act of 1934. Read SEC document |
| December 17, 2024 Filed Dec 17, 2024 23:39 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | Disposition to issuerCommon Stock | 30,627 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-020649 · marketforms-67612.xml · nonDerivative · entry 1 FRIEDMAN BRIAN P · CIK 0001275002 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,364,212 F1 · kind: Forfeiture of PSUs relating to prior equity grants due to not achieving performance targets. These transactions are exempt under Rule 16b-3(d)(1) and (2) under the Securities Exchange Act of 1934. F1 · shares: Forfeiture of PSUs relating to prior equity grants due to not achieving performance targets. These transactions are exempt under Rule 16b-3(d)(1) and (2) under the Securities Exchange Act of 1934. Read SEC document |
| December 17, 2024 Filed Dec 18, 2024 22:03 UTC | Vitesse Energy, Inc. VTS · Entity 5178 | Disposition to issuerCommon Stock | 3,398 | $0.00 | $0.00 |
DisclosureSEC source: 0001944558-24-000127 · wk-form4_1734559426.xml · nonDerivative · entry 1 FRIEDMAN BRIAN P · CIK 0001275002 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 713,986 F1 · shares: Represents the forfeiture of Transitional Plan Performance Stock Units ("PSUs"), each of which represented a contingent right to receive one share of Vitesse Energy, Inc. common stock. The PSUs were forfeited on December 17, 2024 based on an evaluation of actual performance measures compared to a target. Read SEC document |
| December 16, 2024 Filed Dec 18, 2024 02:33 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 1,505 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-020656 · marketforms-67613.xml · nonDerivative · entry 1 FRIEDMAN BRIAN P · CIK 0001275002 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,043,258 F1 · kind: PSUs credited pursuant to the Reporting Person's prior equity awards in transactions exempt under Rule 16b-3(d)(1) and (2) under the Securities Exchange Act of 1934. F1 · shares: PSUs credited pursuant to the Reporting Person's prior equity awards in transactions exempt under Rule 16b-3(d)(1) and (2) under the Securities Exchange Act of 1934. Read SEC document |
| December 16, 2024 Filed Dec 17, 2024 23:39 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | Tax withholdingCommon Stock | 322,459 | $81.22 | $26,190,119.98 |
DisclosureSEC source: 0001214659-24-020649 · marketforms-67612.xml · nonDerivative · entry 2 FRIEDMAN BRIAN P · CIK 0001275002 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,041,753 F2 · kind: Shares withheld to pay tax liability resulting from the distribution of long-term equity grants. F2 · shares: Shares withheld to pay tax liability resulting from the distribution of long-term equity grants. Read SEC document |
| November 27, 2024 Filed Nov 29, 2024 23:03 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 18,523 | $78.93 | $1,462,020.39 |
DisclosureSEC source: 0001214659-24-019797 · marketforms-67413.xml · nonDerivative · entry 1 FRIEDMAN BRIAN P · CIK 0001275002 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,394,839 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 06, 2024 Filed Nov 7, 2024 02:17 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | SaleCommon Stock | 44,099 | $72.35 | $3,190,567.06 |
DisclosureSEC source: 0001214659-24-018515 · marketforms-67287.xml · nonDerivative · entry 2 FRIEDMAN BRIAN P · CIK 0001275002 · Director · President 10b5-1 filing: No plan indicated Ownership: Indirect · By Reporting Person's LLC Disclosed balance after: 560,507 F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $72.345 to $72.42 per share, inclusive. The issuer undertakes to provide upon request a detailed breakout of the sale prices and the number of shares sold at each price. Read SEC document |
| November 06, 2024 Filed Nov 7, 2024 02:17 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | SaleCommon Stock | 349,298 | $72.15 | $25,202,689.02 |
DisclosureSEC source: 0001214659-24-018515 · marketforms-67287.xml · nonDerivative · entry 1 FRIEDMAN BRIAN P · CIK 0001275002 · Director · President 10b5-1 filing: No plan indicated Ownership: Indirect · By Reporting Person's Trust Disclosed balance after: 1,282,979 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $72.00 to $72.56 per share, inclusive. The issuer undertakes to provide upon request a detailed breakout of the sale prices and the number of shares sold at each price. Read SEC document |
| October 30, 2024 Filed Oct 31, 2024 01:24 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | SaleCommon Stock | 247,326 | $65.20 | $16,125,308.94 |
DisclosureSEC source: 0001214659-24-018128 · marketforms-67242.xml · nonDerivative · entry 1 FRIEDMAN BRIAN P · CIK 0001275002 · Director · President 10b5-1 filing: No plan indicated Ownership: Indirect · By Reporting Person's Trust Disclosed balance after: 1,632,277 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $64.545 to $65.965 per share, inclusive. The issuer undertakes to provide upon request a detailed breakout of the sale prices and the number of shares sold at each price. Read SEC document |
| October 10, 2024 Filed Oct 11, 2024 01:28 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | SaleCommon Stock | 200,000 | $63.09 | $12,618,060.00 |
DisclosureSEC source: 0001214659-24-017452 · marketforms-67155.xml · nonDerivative · entry 1 FRIEDMAN BRIAN P · CIK 0001275002 · Director · President 10b5-1 filing: No plan indicated Ownership: Indirect · By Reporting Person's LLC Disclosed balance after: 604,606 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $63.00 to $63.41 per share, inclusive. The issuer undertakes to provide upon request a detailed breakout of the sale prices and the number of shares sold at each price. Read SEC document |
| August 30, 2024 Filed Aug 30, 2024 20:50 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 24,246 | $59.95 | $1,453,547.70 |
DisclosureSEC source: 0001214659-24-015799 · marketforms-66870.xml · nonDerivative · entry 1 FRIEDMAN BRIAN P · CIK 0001275002 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,376,315 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 |
| July 29, 2024 Filed Jul 31, 2024 20:17 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GiftCommon Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-013367 · marketforms-66667.xml · nonDerivative · entry 1 FRIEDMAN BRIAN P · CIK 0001275002 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,352,069 F1 · kind: Charitable gift of shares to a charitable foundation. F1 · shares: Charitable gift of shares to a charitable foundation. Read SEC document |
| May 30, 2024 Filed Jun 1, 2024 01:36 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 26,115 | $45.79 | $1,195,805.85 |
DisclosureSEC source: 0001214659-24-010393 · marketforms-66137.xml · nonDerivative · entry 1 FRIEDMAN BRIAN P · CIK 0001275002 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,452,069 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 14, 2024 Filed May 15, 2024 01:26 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | SaleCommon Stock | 165,396 | $46.25 | $7,649,432.68 |
DisclosureSEC source: 0001214659-24-009106 · marketforms-65877.xml · nonDerivative · entry 3 FRIEDMAN BRIAN P · CIK 0001275002 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,425,954 Read SEC document |
| May 13, 2024 Filed May 15, 2024 01:26 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | SaleCommon Stock | 60,000 | $46.30 | $2,778,222.00 |
DisclosureSEC source: 0001214659-24-009106 · marketforms-65877.xml · nonDerivative · entry 2 FRIEDMAN BRIAN P · CIK 0001275002 · Director · President 10b5-1 filing: No plan indicated Ownership: Indirect · By Family Limited Partnership Disclosed balance after: 496,780 F1 · ownership.nature: The reporting person disclaims Beneficial Ownership of the portion of the shares held by limited partnership in excess of his proportionate pecuniary interest in those shares. Read SEC document |
| May 13, 2024 Filed May 15, 2024 01:26 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | SaleCommon Stock | 55,000 | $46.30 | $2,546,703.50 |
DisclosureSEC source: 0001214659-24-009106 · marketforms-65877.xml · nonDerivative · entry 1 FRIEDMAN BRIAN P · CIK 0001275002 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,591,350 Read SEC document |
| May 02, 2024 Filed May 3, 2024 20:50 UTC | Vitesse Energy, Inc. VTS · Entity 5178 | GrantCommon Stock | 5,504 | $0.00 | $0.00 |
DisclosureSEC source: 0001944558-24-000052 · wk-form4_1714769425.xml · nonDerivative · entry 1 FRIEDMAN BRIAN P · CIK 0001275002 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 717,384 F1 · shares: Represents unvested restricted stock units, each of which represents a contingent right to receive one share of Vitesse Energy, Inc. (the "Company") common stock. The restricted stock units will vest on the day prior to the Company's 2025 Annual Meeting of Stockholders, subject to continued service through the vesting date, and will be settled in shares of Company common stock following the vesting date unless such settlement is deferred by the director. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 02:00 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GiftCommon Stock | 860 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-004042 · marketforms-65055.xml · nonDerivative · entry 1 FRIEDMAN BRIAN P · CIK 0001275002 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,425,953 F1 · kind: Gift of shares to family trust, of which the reporting person is neither a trustee nor a beneficiary. F1 · shares: Gift of shares to family trust, of which the reporting person is neither a trustee nor a beneficiary. Read SEC document |
| February 27, 2024 Filed Feb 28, 2024 23:24 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 28,773 | $41.26 | $1,187,173.98 |
DisclosureSEC source: 0001214659-24-003688 · marketforms-64847.xml · nonDerivative · entry 1 FRIEDMAN BRIAN P · CIK 0001275002 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,626,813 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 |
| January 17, 2024 Filed Jan 20, 2024 02:38 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GiftCommon Stock | 287,271 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-001031 · marketforms-64354.xml · nonDerivative · entry 1 FRIEDMAN BRIAN P · CIK 0001275002 · Director · President 10b5-1 filing: No plan indicated Ownership: Indirect · By Reporting Person's LLC Disclosed balance after: 600,000 F1 · kind: Shares gifted to family trust, of which the reporting person is neither a trustee nor a beneficiary. F1 · shares: Shares gifted to family trust, of which the reporting person is neither a trustee nor a beneficiary. Read SEC document |
| January 17, 2024 Filed Jan 20, 2024 02:02 UTC | Vitesse Energy, Inc. VTS · Entity 5178 | GiftCommon Stock | 64,731 | $0.00 | $0.00 |
DisclosureSEC source: 0001944558-24-000010 · wk-form4_1705716131.xml · nonDerivative · entry 1 FRIEDMAN BRIAN P · CIK 0001275002 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Reporting Person's LLC Disclosed balance after: 150,000 F1 · kind: Gift of shares to family trust, of which the reporting person is neither a trustee nor a beneficiary. Read SEC document |
| January 08, 2024 Filed Jan 10, 2024 01:57 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GiftCommon Stock | 3,584 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-000501 · marketforms-64059.xml · nonDerivative · entry 1 FRIEDMAN BRIAN P · CIK 0001275002 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,934,263 F1 · kind: Gift of shares to family trusts, of which the reporting person is neither a trustee nor a beneficiary. F1 · shares: Gift of shares to family trusts, of which the reporting person is neither a trustee nor a beneficiary. Read SEC document |
| December 31, 2023 Filed Jan 4, 2024 02:19 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | Tax withholdingCommon Stock | 914,204 | $40.64 | $37,153,250.56 |
DisclosureSEC source: 0001214659-24-000215 · marketforms-63956.xml · nonDerivative · entry 1 FRIEDMAN BRIAN P · CIK 0001275002 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,937,847 F1 · kind: Shares withheld to pay tax liability resulting from the distribution of long-term equity grants. F1 · shares: Shares withheld to pay tax liability resulting from the distribution of long-term equity grants. 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.