JEF's three largest insider shareholders as of April 22, 2026 are Richard B Handler (Ceo, 13.67Mn shares), Mitsui Financial Group, Inc. Sumitomo (Director, 9.25Mn shares), Brian P Friedman (President, 3.12Mn shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Richard B Handler | Ceo | 13,406,540 | 259,010 | 04 Mar, 2026 |
| Mitsui Financial Group, Inc. Sumitomo | - | 0 | 9,247,081 | 20 Sep, 2024 |
| Brian P Friedman | President | 3,115,411 | 0 | 27 Feb, 2026 |
| Brian P Friedman | President | 0 | 1,282,979 | 06 Nov, 2024 |
| Brian P Friedman | President | 0 | 1,163,898 | 28 Mar, 2025 |
| Brian P Friedman | President | 0 | 496,780 | 14 May, 2024 |
| Richard B Handler | Ceo | 0 | 331,685 | 12 Jan, 2024 |
| Richard B Handler | Ceo | 0 | 291,495 | 16 Jan, 2026 |
| Richard B Handler | Ceo | 0 | 279,504 | 01 Dec, 2022 |
| Richard B Handler | Ceo | 0 | 234,148 | 28 Jul, 2023 |
| Richard B Handler | Ceo | 0 | 231,268 | 07 Nov, 2025 |
| Michael J. Sharp | Evp And General Counsel | 166,917 | 0 | 27 Feb, 2026 |
| Richard B Handler | Ceo | 0 | 147,215 | 02 Feb, 2022 |
| Kane Michael T O | - | 131,954 | 0 | 27 Mar, 2026 |
| Richard B Handler | Ceo | 0 | 121,898 | 11 Feb, 2026 |
| Richard B Handler | Ceo | 0 | 120,754 | 14 Mar, 2025 |
| Robert D Beyer | - | 112,255 | 0 | 27 Mar, 2026 |
| Matthew Scott Larson | Evp, Cfo | 98,264 | 0 | 27 Feb, 2026 |
| Richard B Handler | Ceo | 0 | 85,584 | 08 Mar, 2024 |
| Linda Adamany | - | 84,759 | 0 | 27 Mar, 2026 |
| Thomas W Jones | - | 76,701 | 0 | 27 Mar, 2026 |
| Maryanne Gilmartin | - | 57,293 | 0 | 27 Mar, 2026 |
| Jacob M Katz | - | 57,293 | 0 | 27 Mar, 2026 |
| Barry J Alperin | - | 53,137 | 0 | 30 Mar, 2023 |
| Melissa Weiler | - | 39,817 | 0 | 27 Mar, 2026 |
| Matrice Ellis-Kirk | - | 31,817 | 0 | 27 Mar, 2026 |
| Brian P Friedman | President | 0 | 1,800 | 02 Jan, 2026 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 26 Mar, 2026 | Thomas W Jones | Common Stock | A | 5,461 | $40.28 | 76,701 | D | A |
| 26 Mar, 2026 | Matrice Ellis-Kirk | Common Stock | A | 5,461 | $40.28 | 31,817 | D | A |
| 26 Mar, 2026 | Robert D Beyer | Common Stock | A | 5,461 | $40.28 | 112,255 | D | A |
| 26 Mar, 2026 | Jacob M Katz | Common Stock | A | 5,461 | $40.28 | 57,293 | D | A |
| 26 Mar, 2026 | Maryanne Gilmartin | Common Stock | A | 5,461 | $40.28 | 57,293 | D | A |
| 26 Mar, 2026 | Melissa Weiler | Common Stock | A | 5,461 | $40.28 | 39,817 | D | A |
| 26 Mar, 2026 | Linda Adamany | Common Stock | A | 5,461 | $40.28 | 84,759 | D | A |
| 26 Mar, 2026 | Kane Michael T O | Common Stock | A | 5,461 | $40.28 | 131,954 | D | A |
| 02 Mar, 2026 | Richard B Handler | Common Stock | D | 259,010 | $0.00 | 13,406,540 | D | G |
| 02 Mar, 2026 | Richard B Handler | Common Stock | A | 259,010 | $0.00 | 259,010 | I | G |
| 27 Feb, 2026 | Michael J. Sharp | Common Stock | A | 877 | $44.40 | 166,917 | D | A |
| 27 Feb, 2026 | Melissa Weiler | Common Stock | A | 145 | $44.40 | 34,356 | D | A |
| 27 Feb, 2026 | Brian P Friedman | Common Stock | A | 34,769 | $44.40 | 3,115,411 | D | A |
| 27 Feb, 2026 | Kane Michael T O | Common Stock | A | 633 | $44.40 | 126,493 | D | A |
| 27 Feb, 2026 | Matthew Scott Larson | Common Stock | A | 877 | $44.40 | 98,264 | D | A |
| 27 Feb, 2026 | Matrice Ellis-Kirk | Common Stock | A | 145 | $44.40 | 26,356 | D | A |
| 27 Feb, 2026 | Robert D Beyer | Common Stock | A | 540 | $44.40 | 106,794 | D | A |
| 27 Feb, 2026 | Richard B Handler | Common Stock | A | 114,947 | $44.40 | 12,665,550 | D | A |
| 09 Feb, 2026 | Richard B Handler | Common Stock | D | 81,076 | $0.00 | 121,898 | I | G |
| 09 Feb, 2026 | Richard B Handler | Common Stock | A | 81,076 | $0.00 | 13,550,602 | D | G |