Jefferies Financial JEF Insider Ownership

NYSE JEF

$48.04 -1.35 (-2.73%)

As of: Nov 10, 2026 · 3:59 PM EST

Insider Holdings by Owner

54.27Mn Shares

Mitsui Financial Group, Inc. Sumitomo49.15Mn90.6%

Joseph S Steinberg2.34Mn4.3%

Brian P Friedman1.22Mn2.2%

Richard B Handler648.54K1.2%

Michael J. Sharp168.41K0.3%

Other insiders (10)747.52K1.4%

Insider Ownership Statistics

as of 30 Sep, 2026

Insider Ownership

20.89%

▼-14.75% pp QoQ

Shares Held by Insiders

47.98Mn

filed for Sep 2026

▼-37.03% QoQ

Shares Outstanding

229.66Mn

229,657,741 shares

Direct Holdings

17.86Mn

Indirect: 30.12Mn

Net Open-Market Trades

+11.81Mn

net bought · $642.75Mn in Sep 2026

Insiders Holding Shares

with Form 4 holdings on file

Shares Owned by Insiders

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Open-Market Insider Trades

Bought Sold

Latest quarter —

Net over range —

Net-buying quarters —

Insider Ownership Summary

Updated Nov 4, 2026

Over the trailing 12 months, JEF insiders bought $1.31 billion worth of shares (24.67Mn shares) and sold $52 worth (1 share) in open-market trades.

Among JEF's insiders, Sumitomo Mitsui Financial Group, Inc. (Director) was the top open-market buyer in the past 12 months, with $1.31 billion of stock purchased (24.67Mn shares) and the latest purchase on July 15, 2026.
On the selling side, Brian P. Friedman (President) was the top open-market seller of Jefferies Financial over the past 12 months, with $52 sold (1 share) and the latest sale on May 6, 2026.
Outside the open market, Jefferies Financial insiders received 883.98K shares in stock awards, acquired 40.58Mn shares through option exercises and conversions, gave up 1.86Mn shares to cover taxes or exercise prices and gave away 1.81Mn shares as gifts over the past 12 months.
Business Quant data puts insider holdings in JEF at 48.21Mn shares across insiders' latest Form 4 filings, down 2.88% from 49.64Mn shares at the end of Q3 2025.
Direct holdings account for 18.09Mn shares (37.53%) of JEF's insider total, and indirect holdings through trusts, partnerships and family members for 30.12Mn shares (62.47%).
Per Business Quant, 14 insiders of JEF hold shares, counting officers, directors and 10% owners who have filed a Form 4 in the past two years.
Jefferies Financial's three largest insider shareholders, based on their latest Form 4 filings, are Joseph S. Steinberg (Chairman of the Board, 20.7Mn shares), Richard B. Handler (CEO, 14.33Mn shares) and Sumitomo Mitsui Financial Group, Inc. (Director, 8.57Mn shares).
Joseph S. Steinberg alone accounts for 42.93% of the shares held by Jefferies Financial insiders.
Institutional holders reported 63.81% of Jefferies Financial's outstanding shares for Q2 2026; insiders' latest Form 4 filings put their stake at about 20.99%, and other investors, including the public, hold the remaining 15.20%.
Over the trailing 12 months, 13 insiders reported transactions in JEF stock across 65 Form 4 filings.
Insider figures for JEF include Form 4 filings through October 30, 2026.

Form 4 Holdings

Insiders Holding JEF

Insiders 15

Shares held 54.27Mn

Of outstanding 23.63%

#	Insider	Position	Direct	Indirect	Total	Share of Insiders	Last Filed
1	Mitsui Financial Group, Inc. Sumitomo	Director	0	49,145,460	49,145,460	90.6%	21 Aug, 2026
2	Joseph S Steinberg	Chairman Of The Board	2,339,079	0	2,339,079	4.3%	14 Nov, 2024
3	Brian P Friedman	President	0	1,216,478	1,216,478	2.2%	09 Oct, 2026
4	Richard B Handler	Ceo	0	648,537	648,537	1.2%	30 Oct, 2026
5	Michael J. Sharp	Evp And General Counsel	168,409	0	168,409	0.3%	28 Aug, 2026
6	Kane Michael T O	Director	133,030	0	133,030	0.2%	28 Aug, 2026
7	Robert D Beyer	Director	113,257	0	113,257	0.2%	28 Aug, 2026
8	Matthew Scott Larson	Evp, Cfo	99,756	0	99,756	0.2%	28 Aug, 2026
9	Linda Adamany	Director	84,759	0	84,759	0.2%	27 Mar, 2026
10	Thomas W Jones	Director	76,701	0	76,701	0.1%	27 Mar, 2026
11	Jacob M Katz	Director	57,293	0	57,293	0.1%	27 Mar, 2026
12	Maryanne Gilmartin	Director	57,293	0	57,293	0.1%	27 Mar, 2026
13	Barry J Alperin	Director	53,137	0	53,137	0.1%	30 Mar, 2023
14	Melissa Weiler	Director	40,147	0	40,147	0.1%	28 Aug, 2026
15	Matrice Ellis-Kirk	Director	32,147	0	32,147	0.1%	28 Aug, 2026

Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.

Form 4 Filings

1,065 Insider Transactions

Source SEC Form 4

Latest quarter Sep 2026

Date	Insider	Position	Transaction	Shares	Price	Value	Shares Held After	Ownership
28 Oct, 2026	Richard B Handler	Ceo	Disposed G	331,685	$0.00	$0	0	Indirect
28 Oct, 2026	Richard B Handler	Ceo	Disposed G	85,584	$0.00	$0	0	Indirect
28 Oct, 2026	Richard B Handler	Ceo	Acquired G	417,269	$0.00	$0	648,537	Indirect
07 Oct, 2026	Brian P Friedman	President	Disposed G	100	$0.00	$0	1,216,478	Indirect
01 Oct, 2026	Richard B Handler	Ceo	Disposed G	842	$0.00	$0	12,854,174	Direct
28 Aug, 2026	Kane Michael T O	Director	Acquired A	538	$53.09	$28.56K	133,030	Direct
28 Aug, 2026	Robert D Beyer	Director	Acquired A	501	$53.09	$26.60K	113,257	Direct
28 Aug, 2026	Matthew Scott Larson	Evp, Cfo	Acquired A	746	$53.09	$39.61K	99,756	Direct
28 Aug, 2026	Michael J. Sharp	Evp And General Counsel	Acquired A	746	$53.09	$39.61K	168,409	Direct
28 Aug, 2026	Richard B Handler	Ceo	Acquired A	75,531	$53.09	$4.01Mn	12,625,397	Direct
28 Aug, 2026	Melissa Weiler	Director	Acquired A	165	$53.09	$8.76K	40,147	Direct
28 Aug, 2026	Matrice Ellis-Kirk	Director	Acquired A	165	$53.09	$8.76K	32,147	Direct
28 Aug, 2026	Brian P Friedman	President	Acquired A	29,016	$53.09	$1.54Mn	2,037,263	Direct
15 Jul, 2026	Mitsui Financial Group, Inc. Sumitomo	Director	Acquired P	5,906,542	$54.86	$324.03Mn	8,566,379	Indirect
07 Aug, 2026	Brian P Friedman	President	Disposed G	81,734	$0.00	$0	2,008,247	Direct
15 Jul, 2026	Mitsui Financial Group, Inc. Sumitomo	Director	Acquired P	5,906,542	$53.96	$318.72Mn	8,566,379	Indirect
10 Jul, 2026	Mitsui Financial Group, Inc. Sumitomo	Director	Disposed M	3,769,500	—	—	2,659,837	Indirect
10 Jul, 2026	Mitsui Financial Group, Inc. Sumitomo	Director	Acquired M	3,769,500	—	—	40,579,081	Indirect
30 Jun, 2026	Mitsui Financial Group, Inc. Sumitomo	Director	Acquired M	27,562,500	—	—	36,809,581	Indirect
30 Jun, 2026	Mitsui Financial Group, Inc. Sumitomo	Director	Disposed M	55,125	$0.00	$0	0	Indirect

Showing 1 to 20 of 1,065 transactions