Explore more topics
Public ownership evidence

Jefferies Financial Group Inc. (JEF) Ownership Disclosures

Read JEF insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

Jump to a section

Read one actual disclosure before using it

Show the table · 1 row, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

2026-08-292026-08-28HANDLER RICHARD BA75,531Not reported

First displayed source row from Recent Form 4 activity. The full bounded history and coverage notes remain below.

The displayed observation date is 2026-08-28 and its public availability date is 2026-08-29. Subtracting those calendar dates gives 1 day of disclosure lag. Historical public research can use the record from the availability date, rather than backdating knowledge to the observation date. The calendar-day difference does not assert an intraday publication time.

This row is code A: a award. An award is an acquisition but is not an open-market purchase. A purchase-following rule must not count it as code P.

Open the linked original receipts to verify the row, then inspect a second record before drawing a pattern. This public filing observation supplies source evidence, not a completed copy-trading return.

SEC 0001214659-26-011109 ↗SEC 0001214659-26-011108 ↗SEC 0001214659-26-011107 ↗

Recent Form 4 activity

Show the table · 9 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

2026-08-292026-08-28HANDLER RICHARD BA75,531Not reported
2026-08-292026-08-28FRIEDMAN BRIAN PA29,016Not reported
2026-08-292026-08-28Larson Matthew ScottA746Not reported
2026-08-292026-08-28Sharp Michael J.A746Not reported
2026-08-292026-08-28Weiler MelissaA165Not reported
2026-08-292026-08-28Ellis-Kirk MatriceA165Not reported
2026-08-292026-08-28O Kane Michael TA538Not reported
2026-08-292026-08-28BEYER ROBERT DA501Not reported
2026-08-222026-07-15SUMITOMO MITSUI FINANCIAL GROUP, INC.P5,906,542Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

Inspect all 50 displayed rows: Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

Corient Private Wealth LP2026-06-302026-08-2839,739$1,986,148None
Redwood Investment Management, LLC2024-12-312026-08-2823,347$1,830,000None
Redwood Investment Management, LLC2025-03-312026-08-2824,792$1,328,000None
Principia Wealth Advisory, LLC2026-06-302026-08-2713$650None
Principia Wealth Advisory, LLC2026-03-312026-08-2713$537None
Brown Financial Advisors2026-06-302026-08-279,621$480,858None
Redwood Investment Management, LLC2025-06-302026-08-2724,782$1,355,000None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-03-312026-08-2631,850$1,314,450None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-06-302026-08-2626,000$1,299,480None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-25177,805$8,886,694None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-258,886,694$177,805,000None
Assenagon Asset Management S.A.2026-06-302026-08-221,027,771$51,367,995None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20271,560$13,572,585None
Ensign Peak Advisors, Inc2026-03-312026-08-19248,846$10,269,874None
Ensign Peak Advisors, Inc2025-12-312026-08-19261,245$16,189,353None
Ensign Peak Advisors, Inc2025-09-302026-08-19332,349$21,742,272None
Caitlin John, LLC2026-06-302026-08-1845$2,254None
Corient Private Wealth LP2026-06-302026-08-1832,605$1,629,589None
Pure Financial Advisors, LLC2026-06-302026-08-184,674$233,607None
Transamerica Financial Advisors, LLC2026-06-302026-08-1813$649None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1811,139$556,712None
VALUEWORKS LLC2026-06-302026-08-18369,053$18,445,269None
Proficio Capital Partners LLC2026-06-302026-08-184,453$222,561None
Jefferies Financial Group Inc.2026-06-302026-08-1815,333$766,343None
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026-06-302026-08-1843,216$2,159,936None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-1520$1,000None
DARK FOREST CAPITAL MANAGEMENT LP2026-06-302026-08-1528,319$1,415,384None
10Elms LLP2026-06-302026-08-1515,000$15,017None
ROSS\JOHNSON & Associates LLC2026-06-302026-08-153$150None
CAXTON ASSOCIATES LLP2026-06-302026-08-1542,386$2,118,452None
Graham Capital Management, L.P.2026-06-302026-08-154,989$249,350None
SEI INVESTMENTS CO2026-06-302026-08-15474,959$23,738,451None
SEI INVESTMENTS CO2026-06-302026-08-1516,123$806,080None
Aster Capital Management (DIFC) Ltd2026-06-302026-08-1511,716$585,566None
Glen Eagle Advisors, LLC2026-06-302026-08-151,277$63,836None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15400$19,992None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15434$21,696None
Federation des caisses Desjardins du Quebec2026-06-302026-08-1511,351$567,323None
JPL Wealth Management, LLC2026-06-302026-08-1545$2,250None
JPL Wealth Management, LLC2026-06-302026-08-15131$6,548None
SHELTON CAPITAL MANAGEMENT2026-06-302026-08-155,447$272,241None
Susquehanna Portfolio Strategies, LLC2026-06-302026-08-1511,604$579,968None
Basecamp Wealth Advisors LLC2026-06-302026-08-15878$43,882None
Kera Capital Partners, Inc.2026-06-302026-08-154,616$230,708None
Polymer Capital Management (US) LLC2026-06-302026-08-1539,943$1,996,351None
Quarry LP2026-06-302026-08-1537$1,849None
NFSG Corp2026-06-302026-08-152,900$144,942None
Caerus Investment Advisors, LLC2026-06-302026-08-157,006$350,160None
XTX Topco Ltd2026-06-302026-08-1589,741$4,485,255None
Crawford Fund Management, LLC2026-06-302026-08-1525,300$1,264,494Put

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Redwood Investment Management, LLC ↗Redwood Investment Management, LLC ↗Principia Wealth Advisory, LLC ↗Principia Wealth Advisory, LLC ↗Brown Financial Advisors ↗Redwood Investment Management, LLC ↗VIRGINIA RETIREMENT SYSTEMS ET Al ↗VIRGINIA RETIREMENT SYSTEMS ET Al ↗CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Show the table · 0 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.