Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Golden Nugget Online Gaming, Inc.LCA · Entity 127461 | Director · President | May 06, 2019 | May 07, 2019 |
| Hillman Solutions Corp.LCY · Entity 4721 | Director · President | October 08, 2020 | October 09, 2020 |
| Jefferies Financial Group Inc.JEF · Entity 3502 | Director · CEO | October 01, 2026 | October 03, 2026 |
| Landcadia Holdings IV, Inc.LCA · Entity 92795 | Director · President | March 24, 2021 | March 25, 2021 |
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.
Golden Nugget Online Gaming, Inc.
Report date May 06, 2019 · Filed May 07, 2019
This filing explicitly reported no securities owned.
Hillman Solutions Corp.
Report date October 08, 2020 · Filed October 09, 2020
This filing explicitly reported no securities owned.
Jefferies Financial Group Inc.
Report date October 01, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,854,174 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Gift · Disposed 842 · Balance 12,854,174 F1: Gift of shares to family trust, of which the reporting person is neither a trustee nor a beneficiary. |
| Common StockSEC Table I · non-derivative | IndirectBy Reporting Person's 2012 Trust | 287,858 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 287,858 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse of Reporting Person's Trust | 279,504 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 279,504 |
| Common StockSEC Table I · non-derivative | IndirectBy Reporting Person's 2003 Trust | 231,268 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 231,268 |
| Common StockSEC Table I · non-derivative | IndirectBy Reporting Person's 2022 LLC | 331,685 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 331,685 |
| Common StockSEC Table I · non-derivative | IndirectBy Reporting Person's 2022-A LLC | 85,584 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 85,584 |
| Common StockSEC Table I · non-derivative | IndirectBy Reporting Person's 2023-A LLC | 120,753 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 120,753 |
| Common StockSEC Table I · non-derivative | IndirectBy Reporting Person's 2023-B LLC | 121,898 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 121,898 |
| Common StockSEC Table I · non-derivative | IndirectBy Reporting Person's 2024-B LLC | 3,637 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 3,637 |
| Common StockSEC Table I · non-derivative | IndirectBy Reporting Person's 2025-B LLC | 17,340 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 17,340 |
| Common StockSEC Table I · non-derivative | IndirectBy Reporting Person's 2025-B Trust | 320,382 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 11 · Balance 320,382 |
| Common StockSEC Table I · non-derivative | IndirectBy Reporting Person's 2025-D Trust | 244,140 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 12
Holding and transaction disclosures are not merged.
1 source rowRow 12 · Balance 244,140 |
| Common StockSEC Table I · non-derivative | IndirectBy Reporting Person's 2025-M Trust | 150,000 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 13
Holding and transaction disclosures are not merged.
1 source rowRow 13 · Balance 150,000 |
| Common StockSEC Table I · non-derivative | IndirectBy Reporting Person's 2025-O Trust | 150,000 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 14
Holding and transaction disclosures are not merged.
1 source rowRow 14 · Balance 150,000 |
| Common StockSEC Table I · non-derivative | IndirectBy Reporting Person's 2025-Q Trust | 150,000 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 15
Holding and transaction disclosures are not merged.
1 source rowRow 15 · Balance 150,000 |
| Common StockSEC Table I · non-derivative | IndirectBy Trustee of Profit Sharing Plan | 132,465 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 16
Holding and transaction disclosures are not merged.
1 source rowRow 16 · Balance 132,465 |
Filing footnotes · ownership attribution and instrument terms
F1: Gift of shares to family trust, of which the reporting person is neither a trustee nor a beneficiary.
Landcadia Holdings IV, Inc.
Report date March 24, 2021 · Filed March 25, 2021
This filing explicitly reported no securities owned.
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 01, 2026 Filed Oct 3, 2026 01:48 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GiftCommon Stock | 842 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-26-012521 · marketforms-74088.xml · nonDerivative · entry 1 HANDLER RICHARD B · CIK 0001211677 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,854,174 F1 · kind: Gift of shares to family trust, of which the reporting person is neither a trustee nor a beneficiary. Read SEC document |
| August 28, 2026 Filed Aug 29, 2026 01:53 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 75,531 | $53.09 | $4,009,940.79 |
DisclosureSEC source: 0001214659-26-011109 · marketforms-73848.xml · nonDerivative · entry 1 HANDLER RICHARD B · CIK 0001211677 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,625,397 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 01:25 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 97,136 | $52.72 | $5,121,009.92 |
DisclosureSEC source: 0001214659-26-006942 · marketforms-73298.xml · nonDerivative · entry 3 HANDLER RICHARD B · CIK 0001211677 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,549,867 F3 · 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 01:25 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | Tax withholdingCommon Stock | 10,545 | $52.94 | $558,252.30 |
DisclosureSEC source: 0001214659-26-006942 · marketforms-73298.xml · nonDerivative · entry 2 HANDLER RICHARD B · CIK 0001211677 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,452,731 F2 · kind: Shares withheld to pay tax liability resulting from distribution of deferred shares related to long-term equity grants. Read SEC document |
| May 28, 2026 Filed May 30, 2026 01:25 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | Disposition to issuerCommon Stock | 487 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-26-006942 · marketforms-73298.xml · nonDerivative · entry 1 HANDLER RICHARD B · CIK 0001211677 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,463,276 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. Read SEC document |
| May 23, 2026 Filed May 27, 2026 01:31 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | Tax withholdingCommon Stock | 1,440,307 | $52.43 | $75,515,296.01 |
DisclosureSEC source: 0001214659-26-006750 · marketforms-73271.xml · nonDerivative · entry 1 HANDLER RICHARD B · CIK 0001211677 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,463,763 F1 · kind: Shares withheld to pay tax liability resulting from distribution of long-term equity grants. Read SEC document |
| March 02, 2026 Filed Mar 5, 2026 02:21 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GiftCommon Stock | 259,010 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-26-002851 · marketforms-72393.xml · nonDerivative · entry 2 HANDLER RICHARD B · CIK 0001211677 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Reporting Person's 2025-B LLC Disclosed balance after: 259,010 F1 · kind: Shares gifted to a LLC of which Reporting Person is the manager and Reporting Person's trusts are its members. This transfer reflects tax planning and results in no increases or decreases to Reporting Person's beneficial holdings. These transactions may be exempt under Rule 16a-13. Read SEC document |
| March 02, 2026 Filed Mar 5, 2026 02:21 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GiftCommon Stock | 259,010 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-26-002851 · marketforms-72393.xml · nonDerivative · entry 1 HANDLER RICHARD B · CIK 0001211677 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,406,540 F1 · kind: Shares gifted to a LLC of which Reporting Person is the manager and Reporting Person's trusts are its members. This transfer reflects tax planning and results in no increases or decreases to Reporting Person's beneficial holdings. These transactions may be exempt under Rule 16a-13. Read SEC document |
| February 27, 2026 Filed Feb 28, 2026 02:26 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 114,947 | $44.40 | $5,103,646.80 |
DisclosureSEC source: 0001214659-26-002642 · marketforms-72359.xml · nonDerivative · entry 1 HANDLER RICHARD B · CIK 0001211677 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,665,550 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 |
| February 09, 2026 Filed Feb 12, 2026 02:33 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GiftCommon Stock | 81,076 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-26-001522 · marketforms-72111.xml · nonDerivative · entry 2 HANDLER RICHARD B · CIK 0001211677 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,550,602 F1 · kind: Shares gifted from a LLC, of which Reporting Person is the manager and Reporting Person's trusts are its members, to Reporting Person's direct ownership account. This transfer reflects tax planning and results in no increases or decreases to Reporting Person's beneficial holdings. These transactions may be exempt under Rule 16a-13. Read SEC document |
| February 09, 2026 Filed Feb 12, 2026 02:33 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GiftCommon Stock | 81,076 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-26-001522 · marketforms-72111.xml · nonDerivative · entry 1 HANDLER RICHARD B · CIK 0001211677 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Reporting Person's 2023-B LLC Disclosed balance after: 121,898 F1 · kind: Shares gifted from a LLC, of which Reporting Person is the manager and Reporting Person's trusts are its members, to Reporting Person's direct ownership account. This transfer reflects tax planning and results in no increases or decreases to Reporting Person's beneficial holdings. These transactions may be exempt under Rule 16a-13. Read SEC document |
| January 14, 2026 Filed Jan 17, 2026 02:53 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GiftCommon Stock | 122,421 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-26-000611 · marketforms-71881.xml · nonDerivative · entry 3 HANDLER RICHARD B · CIK 0001211677 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,469,526 F1 · kind: Shares gifted from a LLC, of which Reporting Person is the manager and Reporting Person's trusts are its members, to one of its trust members and Reporting Person's direct ownership account. This transfer reflects tax planning and results in no increases or decreases to Reporting Person's beneficial holdings. These transactions may be exempt under Rule 16a-13. Read SEC document |
| January 14, 2026 Filed Jan 17, 2026 02:53 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GiftCommon Stock | 2,105 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-26-000611 · marketforms-71881.xml · nonDerivative · entry 2 HANDLER RICHARD B · CIK 0001211677 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Reporting Person's 2012 Trust Disclosed balance after: 287,858 F1 · kind: Shares gifted from a LLC, of which Reporting Person is the manager and Reporting Person's trusts are its members, to one of its trust members and Reporting Person's direct ownership account. This transfer reflects tax planning and results in no increases or decreases to Reporting Person's beneficial holdings. These transactions may be exempt under Rule 16a-13. Read SEC document |
| January 14, 2026 Filed Jan 17, 2026 02:53 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GiftCommon Stock | 124,526 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-26-000611 · marketforms-71881.xml · nonDerivative · entry 1 HANDLER RICHARD B · CIK 0001211677 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Reporting Person's 2024-B LLC Disclosed balance after: 3,637 F1 · kind: Shares gifted from a LLC, of which Reporting Person is the manager and Reporting Person's trusts are its members, to one of its trust members and Reporting Person's direct ownership account. This transfer reflects tax planning and results in no increases or decreases to Reporting Person's beneficial holdings. These transactions may be exempt under Rule 16a-13. Read SEC document |
| January 07, 2026 Filed Jan 10, 2026 02:57 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GiftCommon Stock | 130,471 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-26-000333 · marketforms-71820.xml · nonDerivative · entry 2 HANDLER RICHARD B · CIK 0001211677 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Reporting Person's 2023-B LLC Disclosed balance after: 202,974 F1 · kind: Shares gifted to a LLC of which Reporting Person is the manager and Reporting Person's trusts are its members. This transfer reflects tax planning and results in no increases or decreases to Reporting Person's beneficial holdings. These transactions may be exempt under Rule 16a-13. Read SEC document |
| January 07, 2026 Filed Jan 10, 2026 02:57 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GiftCommon Stock | 130,471 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-26-000333 · marketforms-71820.xml · nonDerivative · entry 1 HANDLER RICHARD B · CIK 0001211677 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,347,105 F1 · kind: Shares gifted to a LLC of which Reporting Person is the manager and Reporting Person's trusts are its members. This transfer reflects tax planning and results in no increases or decreases to Reporting Person's beneficial holdings. These transactions may be exempt under Rule 16a-13. Read SEC document |
| January 02, 2026 Filed Jan 3, 2026 02:19 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GiftCommon Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-26-000065 · marketforms-71759.xml · nonDerivative · entry 1 HANDLER RICHARD B · CIK 0001211677 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,477,576 F1 · kind: Gift of shares to family trust, of which the Reporting Person is neither a trustee nor a beneficiary. Read SEC document |
| December 16, 2025 Filed Dec 19, 2025 02:35 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GiftCommon Stock | 622 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-25-018255 · marketforms-71603.xml · nonDerivative · entry 2 HANDLER RICHARD B · CIK 0001211677 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,478,176 F2 · kind: Gift of shares to family trust, of which the Reporting Person is neither a trustee nor a beneficiary. Read SEC document |
| December 16, 2025 Filed Dec 19, 2025 02:35 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | Tax withholdingCommon Stock | 219,497 | $61.16 | $13,424,436.52 |
DisclosureSEC source: 0001214659-25-018255 · marketforms-71603.xml · nonDerivative · entry 1 HANDLER RICHARD B · CIK 0001211677 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,478,798 F1 · kind: Shares withheld to pay tax liability resulting from the distribution of long-term equity grants. Read SEC document |
| December 12, 2025 Filed Dec 13, 2025 02:17 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 128,163 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-25-017996 · marketforms-71575.xml · nonDerivative · entry 5 HANDLER RICHARD B · CIK 0001211677 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Reporting Person's 2024-B LLC Disclosed balance after: 128,163 F4 · kind: Shares gifted to a LLC of which Reporting Person is the manager and Reporting Person's trusts are its members. This transfer reflects tax planning and results in no increases or decreases to Reporting Person's beneficial holdings. These transactions may be exempt under Rule 16a-13. Read SEC document |
| December 12, 2025 Filed Dec 13, 2025 02:17 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | Disposition to issuerCommon Stock | 128,163 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-25-017996 · marketforms-71575.xml · nonDerivative · entry 4 HANDLER RICHARD B · CIK 0001211677 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,698,295 F4 · kind: Shares gifted to a LLC of which Reporting Person is the manager and Reporting Person's trusts are its members. This transfer reflects tax planning and results in no increases or decreases to Reporting Person's beneficial holdings. These transactions may be exempt under Rule 16a-13. Read SEC document |
| December 10, 2025 Filed Dec 13, 2025 02:17 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 121,300 | $61.83 | $7,499,979.00 |
DisclosureSEC source: 0001214659-25-017996 · marketforms-71575.xml · nonDerivative · entry 3 HANDLER RICHARD B · CIK 0001211677 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,826,458 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 02:17 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 121,300 | $61.83 | $7,499,979.00 |
DisclosureSEC source: 0001214659-25-017996 · marketforms-71575.xml · nonDerivative · entry 2 HANDLER RICHARD B · CIK 0001211677 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,705,158 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 02:17 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | Disposition to issuerCommon Stock | 23,742 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-25-017996 · marketforms-71575.xml · nonDerivative · entry 1 HANDLER RICHARD B · CIK 0001211677 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,583,858 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 02:05 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 90,024 | $57.23 | $5,152,073.52 |
DisclosureSEC source: 0001214659-25-017361 · marketforms-71368.xml · nonDerivative · entry 1 HANDLER RICHARD B · CIK 0001211677 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,607,600 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 05, 2025 Filed Nov 8, 2025 01:43 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GiftCommon Stock | 231,268 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-25-016110 · marketforms-71224.xml · nonDerivative · entry 4 HANDLER RICHARD B · CIK 0001211677 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Reporting Person's 2003 Trust Disclosed balance after: 231,268 F1 · kind: Shares gifted from a LLC, of which Reporting Person is the manager and Reporting Person's trusts are its members, to its members. This transfer reflects tax planning and results in no increases or decreases to Reporting Person's beneficial holdings. These transactions may be exempt under Rule 16a-13. Read SEC document |
| November 05, 2025 Filed Nov 8, 2025 01:43 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GiftCommon Stock | 231,268 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-25-016110 · marketforms-71224.xml · nonDerivative · entry 3 HANDLER RICHARD B · CIK 0001211677 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Reporting Person's 2021 LLC Disclosed balance after: 0 F1 · kind: Shares gifted from a LLC, of which Reporting Person is the manager and Reporting Person's trusts are its members, to its members. This transfer reflects tax planning and results in no increases or decreases to Reporting Person's beneficial holdings. These transactions may be exempt under Rule 16a-13. Read SEC document |
| November 05, 2025 Filed Nov 8, 2025 01:43 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GiftCommon Stock | 2,880 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-25-016110 · marketforms-71224.xml · nonDerivative · entry 2 HANDLER RICHARD B · CIK 0001211677 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Reporting Person's 2012 Trust Disclosed balance after: 285,753 F1 · kind: Shares gifted from a LLC, of which Reporting Person is the manager and Reporting Person's trusts are its members, to its members. This transfer reflects tax planning and results in no increases or decreases to Reporting Person's beneficial holdings. These transactions may be exempt under Rule 16a-13. Read SEC document |
| November 05, 2025 Filed Nov 8, 2025 01:43 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GiftCommon Stock | 2,880 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-25-016110 · marketforms-71224.xml · nonDerivative · entry 1 HANDLER RICHARD B · CIK 0001211677 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Reporting Person's 2021 LLC Disclosed balance after: 231,268 F1 · kind: Shares gifted from a LLC, of which Reporting Person is the manager and Reporting Person's trusts are its members, to its members. This transfer reflects tax planning and results in no increases or decreases to Reporting Person's beneficial holdings. These transactions may be exempt under Rule 16a-13. Read SEC document |
| August 29, 2025 Filed Aug 30, 2025 00:31 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 78,959 | $64.85 | $5,120,491.15 |
DisclosureSEC source: 0001214659-25-013124 · marketforms-70472.xml · nonDerivative · entry 1 HANDLER RICHARD B · CIK 0001211677 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,517,576 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 00:23 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 102,801 | $49.41 | $5,079,397.41 |
DisclosureSEC source: 0001214659-25-008600 · marketforms-69732.xml · nonDerivative · entry 1 HANDLER RICHARD B · CIK 0001211677 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,438,617 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 14, 2025 Filed Mar 15, 2025 01:13 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GiftCommon Stock | 1,572 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-25-004420 · marketforms-68753.xml · nonDerivative · entry 3 HANDLER RICHARD B · CIK 0001211677 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Reporting Person's 2012 Trust Disclosed balance after: 282,873 F1 · kind: Shares gifted from a LLC, of which Reporting Person is the manager and Reporting Person's trusts are its members, to one of its trust members and Reporting Person's direct ownership account. This transfer reflects tax planning and results in no increases or decreases to Reporting Person's beneficial holdings. These transactions may be exempt under Rule 16a-13. Read SEC document |
| March 14, 2025 Filed Mar 15, 2025 01:13 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GiftCommon Stock | 64,493 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-25-004420 · marketforms-68753.xml · nonDerivative · entry 2 HANDLER RICHARD B · CIK 0001211677 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,835,816 F1 · kind: Shares gifted from a LLC, of which Reporting Person is the manager and Reporting Person's trusts are its members, to one of its trust members and Reporting Person's direct ownership account. This transfer reflects tax planning and results in no increases or decreases to Reporting Person's beneficial holdings. These transactions may be exempt under Rule 16a-13. Read SEC document |
| March 14, 2025 Filed Mar 15, 2025 01:13 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GiftCommon Stock | 66,065 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-25-004420 · marketforms-68753.xml · nonDerivative · entry 1 HANDLER RICHARD B · CIK 0001211677 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Reporting Person's 2023-A LLC Disclosed balance after: 120,754 F1 · kind: Shares gifted from a LLC, of which Reporting Person is the manager and Reporting Person's trusts are its members, to one of its trust members and Reporting Person's direct ownership account. This transfer reflects tax planning and results in no increases or decreases to Reporting Person's beneficial holdings. These transactions may be exempt under Rule 16a-13. Read SEC document |
| February 27, 2025 Filed Feb 28, 2025 02:38 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 77,701 | $64.86 | $5,039,686.86 |
DisclosureSEC source: 0001214659-25-003589 · marketforms-68496.xml · nonDerivative · entry 1 HANDLER RICHARD B · CIK 0001211677 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,771,323 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 14, 2025 Filed Feb 15, 2025 02:10 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GiftCommon Stock | 128,879 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-25-002918 · marketforms-68184.xml · nonDerivative · entry 2 HANDLER RICHARD B · CIK 0001211677 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Reporting Person's 2023-A LLC Disclosed balance after: 186,819 F1 · kind: Shares gifted to a LLC of which Reporting Person is the manager and Reporting Person's trusts are its members. This transfer reflects tax planning and results in no increases or decreases to Reporting Person's beneficial holdings. These transactions may be exempt under Rule 16a-13. Read SEC document |
| February 14, 2025 Filed Feb 15, 2025 02:10 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GiftCommon Stock | 128,879 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-25-002918 · marketforms-68184.xml · nonDerivative · entry 1 HANDLER RICHARD B · CIK 0001211677 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,693,622 F1 · kind: Shares gifted to a LLC of which Reporting Person is the manager and Reporting Person's trusts are its members. This transfer reflects tax planning and results in no increases or decreases to Reporting Person's beneficial holdings. These transactions may be exempt under Rule 16a-13. Read SEC document |
| February 07, 2025 Filed Feb 8, 2025 02:38 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GiftCommon Stock | 1,128 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-25-002263 · marketforms-68047.xml · nonDerivative · entry 3 HANDLER RICHARD B · CIK 0001211677 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Reporting Person's 2012 Trust Disclosed balance after: 281,301 F1 · kind: Shares gifted from a LLC, of which Reporting Person is the manager and Reporting Person's trusts are its members, to one of its trust members and Reporting Person's direct ownership account. This transfer reflects tax planning and results in no increases or decreases to Reporting Person's beneficial holdings. These transactions may be exempt under Rule 16a-13. Read SEC document |
| February 07, 2025 Filed Feb 8, 2025 02:38 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GiftCommon Stock | 53,368 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-25-002263 · marketforms-68047.xml · nonDerivative · entry 2 HANDLER RICHARD B · CIK 0001211677 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,822,501 F1 · kind: Shares gifted from a LLC, of which Reporting Person is the manager and Reporting Person's trusts are its members, to one of its trust members and Reporting Person's direct ownership account. This transfer reflects tax planning and results in no increases or decreases to Reporting Person's beneficial holdings. These transactions may be exempt under Rule 16a-13. Read SEC document |
| February 07, 2025 Filed Feb 8, 2025 02:38 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GiftCommon Stock | 54,496 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-25-002263 · marketforms-68047.xml · nonDerivative · entry 1 HANDLER RICHARD B · CIK 0001211677 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Reporting Person's 2023-B LLC Disclosed balance after: 72,503 F1 · kind: Shares gifted from a LLC, of which Reporting Person is the manager and Reporting Person's trusts are its members, to one of its trust members and Reporting Person's direct ownership account. This transfer reflects tax planning and results in no increases or decreases to Reporting Person's beneficial holdings. These transactions may be exempt under Rule 16a-13. Read SEC document |
| January 07, 2025 Filed Jan 11, 2025 01:03 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GiftCommon Stock | 126,999 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-25-000465 · marketforms-67790.xml · nonDerivative · entry 2 HANDLER RICHARD B · CIK 0001211677 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Reporting Person's 2023-B LLC Disclosed balance after: 126,999 F1 · kind: Shares gifted to a LLC of which Reporting Person is the manager and Reporting Person's trusts are its members. This transfer reflects tax planning and results in no increases or decreases to Reporting Person's beneficial holdings. These transactions may be exempt under Rule 16a-13. Read SEC document |
| January 07, 2025 Filed Jan 11, 2025 01:03 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GiftCommon Stock | 126,999 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-25-000465 · marketforms-67790.xml · nonDerivative · entry 1 HANDLER RICHARD B · CIK 0001211677 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,769,133 F1 · kind: Shares gifted to a LLC of which Reporting Person is the manager and Reporting Person's trusts are its members. This transfer reflects tax planning and results in no increases or decreases to Reporting Person's beneficial holdings. These transactions may be exempt under Rule 16a-13. Read SEC document |
| December 17, 2024 Filed Dec 18, 2024 02:31 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 113,651 | $79.19 | $9,000,022.69 |
DisclosureSEC source: 0001214659-24-020655 · marketforms-67611.xml · nonDerivative · entry 3 HANDLER RICHARD B · CIK 0001211677 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,896,132 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 02:31 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 113,651 | $79.19 | $9,000,022.69 |
DisclosureSEC source: 0001214659-24-020655 · marketforms-67611.xml · nonDerivative · entry 2 HANDLER RICHARD B · CIK 0001211677 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,782,481 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 23:37 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | Disposition to issuerCommon Stock | 36,752 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-020648 · marketforms-67587.xml · nonDerivative · entry 1 HANDLER RICHARD B · CIK 0001211677 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,991,630 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 16, 2024 Filed Dec 18, 2024 02:31 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 1,505 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-020655 · marketforms-67611.xml · nonDerivative · entry 1 HANDLER RICHARD B · CIK 0001211677 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,668,830 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 23:37 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | Tax withholdingCommon Stock | 324,305 | $81.22 | $26,340,052.10 |
DisclosureSEC source: 0001214659-24-020648 · marketforms-67587.xml · nonDerivative · entry 2 HANDLER RICHARD B · CIK 0001211677 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,667,325 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 23:04 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 57,094 | $78.93 | $4,506,429.42 |
DisclosureSEC source: 0001214659-24-019798 · marketforms-67414.xml · nonDerivative · entry 1 HANDLER RICHARD B · CIK 0001211677 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,028,382 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 06, 2024 Filed Nov 7, 2024 02:16 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | SaleCommon Stock | 400,000 | $72.26 | $28,902,360.00 |
DisclosureSEC source: 0001214659-24-018514 · marketforms-67288.xml · nonDerivative · entry 1 HANDLER RICHARD B · CIK 0001211677 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,971,288 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.71 to $72.72 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 20:49 UTC | Jefferies Financial Group Inc. JEF · Entity 3502 | GrantCommon Stock | 74,734 | $59.95 | $4,480,303.30 |
DisclosureSEC source: 0001214659-24-015798 · marketforms-66871.xml · nonDerivative · entry 1 HANDLER RICHARD B · CIK 0001211677 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,371,288 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.