Katz Jacob M 4
4 · Jefferies Financial Group Inc. · Filed Mar 27, 2026
Research Summary
AI-generated summary of this filing
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
Katz Jacob M
Director
Transactions
- Award
Common Stock
[F1]2026-03-26$40.28/sh+5,461$219,969→ 57,293 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