WAVEMAN · COMPANY

JEF · Jefferies Financial Group Inc.

LIVE

TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV-1.12% 13F +693CRM-0.46% 13F +1,018CVNA+2.74% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+15.81% 13F +1,203CRWD-5.42% 13F +1,382ANET+2.87% 13F +1,323COIN-1.05% 13F +475TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV-1.12% 13F +693CRM-0.46% 13F +1,018CVNA+2.74% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+15.81% 13F +1,203CRWD-5.42% 13F +1,382ANET+2.87% 13F +1,323COIN-1.05% 13F +475

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JEF

Name: Jefferies Financial Group Inc. (JEF) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

Jefferies Financial Group Inc.

FINANCIAL SERVICES · SECURITY BROKERS, DEALERS & FLOTATION COMPANIES · CIK 0000096223

SEC FILINGS☆ WATCH

INSIDER NET · 180D

$1.3B

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

287

13F, latest reported quarter

REVENUE GROWTH

+14.2%

XBRL, annual

NET MARGIN

12.3%

CONVERSIONS · 180D

codes C/M, not in net · no price filed

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

net +$1.3B over 180 days

+$642.7M over 90 days

the highest in Financial Services

CONGRESS

no member of Congress has reported trading it

FUNDS

287 funds added or opened last quarter

more than 86% of Financial Services

REVENUE

+14.2% year over year

more than 56% of Financial Services

MARGIN

12.3% net margin

more than 62% of Financial Services

BUYBACKS

$371.7M repurchased, FY to 2026-05-31

more than 82% of Financial Services

SHORT

2.5% of shares outstanding short · 2.6 days to cover · settled 2026-07-31

more than 59% of Financial Services

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

287 funds added or opened positions in the latest 13F quarter, of 590 holders.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN -15.6%

-15.6%12M

INSIDER BUYINSIDER SELL

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

Insiders are net buyers of their own stock.

The record shows a net $1.3B bought by insiders over 180 days, 287 funds added last quarter. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

MSTR COIN MORN UPST IBKR CACC ARES HOOD RKT SCHW DAVE GS

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, Jefferies Financial Group Inc. insiders bought a net $1.3B of stock across 35 Form 4 purchases and sales, with 1 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-04.

INSIDER

FILED

VALUE

SUMITOMO MITSUI FINANCIAL GROUP, INC.

Director

BUY

2026-07-15

5,906,542.0

$318.7M

SUMITOMO MITSUI FINANCIAL GROUP, INC.

Director

BUY

2026-07-15

5,906,542.0

$324.0M

FRIEDMAN BRIAN P

President

SELL

2026-05-06

0.74

$38

FRIEDMAN BRIAN P

President

SELL

2026-05-06

0.26

$13

SUMITOMO MITSUI FINANCIAL GROUP, INC.

Director

BUY

2026-05-01

6,429,337.0

$352.5M

35 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 30 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

BlackRock, Inc.

16,705,627.0 sh

$834.9M

AQR CAPITAL MANAGEMENT LLC

8,426,996.0 sh

$421.2M

VANGUARD PORTFOLIO MANAGEMENT LLC

7,109,182.0 sh

$355.3M

VANGUARD CAPITAL MANAGEMENT LLC

6,692,873.0 sh

$334.5M

SUMITOMO MITSUI FINANCIAL GROUP, INC.

6,429,337.0 sh

$321.3M

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

FORM 144

No planned-sale notices

No insider has notified an intent to sell. This is the panel to watch after a run-up.

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

BARRETT OPPORTUNITY FUND

$1.2M POSITION · AS OF 2026-03-31

5.5%

GoodHaven Fund

$10.8M POSITION · AS OF 2026-02-28

4.2%

NORTH SQUARE SELECT SMALL CAP FUND

$687.1K POSITION · AS OF 2026-05-31

3.2%

Private Capital Management Value Fund

$2.0M POSITION · AS OF 2026-04-30

2.9%

Blue Chip Investor Fund

$974.0K POSITION · AS OF 2026-03-31

2.3%

MarketDesk Focused U.S. Dividend ETF

$1.4M POSITION · AS OF 2026-04-30

2.0%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Executive pay vs shareholder return · Richard B. Handler

DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself

CEO TOTAL

ACTUALLY PAID

OTHER NEOs AVG

TSR

PEER TSR

2023

$26.1M

$33.9M

$7.0M

+112%

+48%

2022

$56.9M

$68.1M

$13.6M

+110%

+47%

2021

$28.9M

$66.7M

$9.8M

+100%

+51%

2020

$18.9M

$22.2M

$6.9M

+18%

+8%

2019

$9.2M

-$597.5K

$4.0M

+5%

+14%

TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2025-11	2024-11	2023-11	2022-11
REVENUE	$5.5B	$4.9B	$3.2B	$4.7B
NET INCOME	$682.0M	$716.0M	$262.4M	$781.7M
EPS (DILUTED)	2.83	2.99	1.10	3.06
OPERATING CASH FLOW	—	—	$-1.9B	$1.8B
CASH	$14.0B	$12.2B	$8.5B	$9.7B
LONG-TERM DEBT	$15.9B	$13.5B	$9.7B	$8.8B
BUYBACKS	$58.5M	$44.3M	$169.4M	$859.6M
DIVIDENDS PAID	$374.1M	$303.0M	$278.6M	$280.1M

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-04 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE