Jefferies Financial Group Inc.·4

Mar 27, 9:26 PM ET

Katz Jacob M 4

4 · Jefferies Financial Group Inc. · Filed Mar 27, 2026

Research Summary

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Jefferies (JEF) Director Jacob M. Katz Receives 5,461-Share Award

What Happened
Jacob M. Katz, a director of Jefferies Financial Group Inc. (JEF), was granted/received 5,461 shares on March 26, 2026 at an acquisition price of $40.28 per share, for a total value of $219,969. This was an award/acquisition under the company’s equity compensation plan (not an open-market purchase or sale).

Key Details

  • Transaction date: 2026-03-26; filing date: 2026-03-27 (filed timely).
  • Type: Award/Grant/Acquisition (Form 4 code A).
  • Quantity and price: 5,461 shares at $40.28 each; total value $219,969.
  • Shares owned after transaction: Not reported in the provided filing excerpt.
  • Footnote: Shares were acquired under Jefferies’ Equity Compensation Plan and the transaction was exempt under Rule 16b-3(d)(1) & (2) of the Securities Exchange Act (routine issuance to insiders under a company plan).

Context
This was a company grant of stock to a director — a routine form of compensation/retention rather than an open-market purchase that might signal personal bullishness. Such awards align directors’ interests with shareholders but don’t necessarily indicate a new personal investment decision.

Insider Transaction Report

Form 4
Period: 2026-03-26
Katz Jacob M
Director
Transactions
  • Award

    Common Stock

    [F1]
    2026-03-26$40.28/sh+5,461$219,96957,293 total
Footnotes (1)
  • [F1]Acquisition of securities under Jefferies Financial Group Inc.'s Equity Compensation Plan in a transaction exempt under Rule 16b-3(d)(1) & (2) under the Securities Exchange Act of 1934.
Signature
/s/ Joanna Jia, by power of attorney|2026-03-27

Documents

1 file
  • 4
    marketforms-72786.xmlPrimary

    PRIMARY DOCUMENT