undamentalytics Newsletter

Jefferies Financial Group Inc. insider trading

Every open-market purchase and sale by Jefferies Financial Group Inc.'s officers, directors and largest shareholders since November 4, 2021, and what the share price did next.

Insider purchase Insider sale Marker size reflects trade value. Weekly closes adjusted for splits; may be delayed.
Jefferies Financial Group Inc. insider open-market trades
DateInsiderTrade SharesPriceValue 1M after 3M after 6M after

From insiders' Form 4 filings with the SEC: open-market purchases and sales only (awards, option exercises and shares withheld for tax are excluded), combined to one line per insider per day. "Plan" marks trades the filing says were made under a pre-set Rule 10b5-1 trading plan, which are scheduled in advance. Price changes run from the close on the trade date; hover a figure for the change relative to the S&P 500. Past moves don't predict future ones.

Does following Jefferies Financial Group Inc.’s insiders pay?

From March 23, 2010 to July 17, 2026, 22 insiders reported 13 open-market purchases and 43 sales not made under a pre-set plan in Jefferies Financial Group Inc. Twelve months after each purchase was reported, the shares were +10.2% against the S&P 500 on average (median +9.8%), over 11 purchases with a full year of prices; 64% beat the index. After sales, the shares moved −13.3% against the index over 12 months (a negative figure means selling was the right call). That rests on fewer than 20 purchases, too few to read much into. Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on August 12, 2013 into $50,339 by November 2, 2026, +13.0% a year. It held shares 57% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $33,495 (+9.6% a year), and held throughout $55,923 (+13.9%).

$0$20.0k$40.0k$60.0k 2013201520172019202120232025 $55.9k$50.3k$33.5k
Copying Jefferies Financial Group Inc.'s insidersS&P 500, same days investedS&P 500, held throughout $10,000 copying every open-market purchase by Jefferies Financial Group Inc.'s insiders from August 12, 2013, before costs and taxes, marked weekly. Uninvested money earns the Treasury bill rate; the portfolio held shares 57% of the time.
Jefferies Financial Group Inc.: each insider's record
InsiderRolePurchases12 months after their purchasesBeat the S&P 500Sales12 months after their salesLatest report
Steinberg Joseph S Chairman of the Board 0 — — 11 −1.3% (11) August 4, 2023
Friedman Brian P President 1 +62.5% (1) 100% 6 −17.4% (6) November 6, 2024
Reese Stuart Harry Other 1 −31.7% (1) 0% 3 +6.8% (3) April 14, 2021
Beyer Robert D Director 2 +13.5% (2) 50% 1 −34.0% (1) October 31, 2024
Cumming Ian M. CHAIRMAN OF THE BOARD 0 — — 3 −33.5% (3) May 20, 2011
Nittoli Rocco J VP, Chief Compliance Officer 0 — — 3 −13.3% (3) August 1, 2022
Sumitomo Mitsui Financial Group, Inc. Director 3 −7.6% (1) 0% 0 — July 17, 2026
Campbell W Patrick Director 1 +37.4% (1) 100% 1 +6.5% (1) June 30, 2016
Handler Richard B CEO 0 — — 2 −17.4% (2) November 6, 2024
Jones Thomas W Director 2 +9.8% (2) 100% 0 — July 26, 2022
Mara Thomas E Executive Vice President 0 — — 2 −29.8% (2) April 1, 2011
O Connor Joseph M Vice President 0 — — 2 −28.4% (2) April 7, 2011
Orlando Joseph A Jr Vice President and CFO 0 — — 2 +3.4% (2) November 22, 2010
Weiler Melissa Director 2 +11.8% (2) 100% 0 — January 14, 2022
Borges Francisco L Director 1 −19.0% (1) 0% 0 — May 14, 2014
Dooley Richard G Director 0 — — 1 −25.1% (1) June 28, 2013
Hirschfield Alan J Director 0 — — 1 −28.9% (1) March 17, 2011
Jordan James E Director 0 — — 1 −38.9% (1) April 7, 2011
Keil Jeffrey C Director 0 — — 1 −39.1% (1) May 12, 2011
Lowenthal Barbara L Vice President and Comptroller 0 — — 1 −16.3% (1) November 15, 2010
O Kane Michael T Director 0 — — 1 +5.5% (1) April 20, 2022
Wheeler Justin Rex Vice President 0 — — 1 −17.8% (1) November 12, 2010

Moves are the shares’ return including dividends minus the S&P 500’s, from the close on the first trading day after each report; the number of trades with a finished 12-month window is in brackets. Green means the trade went the insider’s way (a purchase ahead of the index, a sale followed by the shares trailing it). A trade reported both by a director or officer and by a fund or company they are linked to counts once here, under the person. Purchases count only where the share price actually traded was at least $5. These figures describe what the shares did, not why anyone traded. Insiders across all companies.

When several insiders traded Jefferies Financial Group Inc.

Months when 2 or more insiders became net buyers, or 3 or more net sellers, of Jefferies Financial Group Inc. in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After the 1 buying crowd with six months of prices, it averaged −15.8% against the index. After 3 selling crowds, −13.3%. One company's history is too short to judge by; the test across every company is the better guide.

MonthCrowd3 months on, vs S&P 5006 months12 months
November 29, 20243 selling−19.8%−36.7%−39.0%
May 30, 20142 buying−7.6%−15.8%−15.3%
March 31, 20114 selling−9.2%−24.8%−38.1%
November 30, 20106 selling+14.7%+21.5%−18.9%

Colours show whether the crowd was right: green when buyers were followed by a rise above the index, or sellers by a fall below it. Total returns from the month end; past patterns are not a forecast.

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