---
schema_version: "secwatch.filing_event.v1"
accession: "0000950157-23-000402"
form_type: "8-K"
ticker: "JEF"
cik: "0000096223"
company_name: "Jefferies Financial Group Inc."
filed_at: "2023-04-27T23:59:59+00:00"
generated_at: "2026-06-16T11:12:22.193065+00:00"
event_type: "other_material"
sentiment: "neutral"
materiality_score: 0.55
calibrated_materiality_score: 0.55
confidence: "high"
source: SEC EDGAR
---

# Jefferies creates Series B Non-Voting Convertible Preferred Shares via charter amendment

## Summary
- Certificate of Amendment designates 70,000 Series B Non-Voting Convertible Preferred Shares, $1 par.
- Amendment filed with NY Department of State and effective April 27, 2023.
- Company also seeking shareholder approval to authorize non-voting common stock at a special meeting.
- Full terms of Series B Preferred were described in prior 8-K filed April 27, 2023, incorporated by reference.

## SEC filing metadata
- accession: 0000950157-23-000402
- form_type: 8-K
- ticker: JEF
- cik: 0000096223
- company_name: Jefferies Financial Group Inc.
- filed_at: 2023-04-27T23:59:59+00:00
- event_type: other_material
- sentiment: neutral
- materiality_score: 0.55
- calibrated_materiality_score: 0.55
- confidence: high
- sec_items: 3.03, 5.03, 1.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/96223/000095015723000402/0000950157-23-000402-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/96223/000095015723000402/form8-k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000950157-23-000402
- JSON: https://secwatch.observer/filing/0000950157-23-000402.json
- Plain text: https://secwatch.observer/filing/0000950157-23-000402.txt

## Key facts
- Governance Changes
  Jefferies Financial Group Inc.: Filed Certificate of Amendment to establish Series B Non-Voting Convertible Preferred Shares and designate 70,000 preferred shares as Series B Preferred Stock (effective 2023-04-27).
  - Change: charter amendment
  - Effective: 2023-04-27
  source text: On April 27, 2023, Jefferies Financial Group Inc. (the “ Company ”) delivered a Certificate of Amendment of the Certificate of Incorporation of the Company (the “ Certificate of Amendment ”) to the Department of State of the State of New York for filing to establish the Series B Non-Voting Convertible Preferred Shares, $1.00 par value per share (the “ Series B Preferred Stock ”), and to designate 70,000 preferred shares as Series B Preferred Stock.
  evidence_url: https://www.sec.gov/Archives/edgar/data/96223/000095015723000402/0000950157-23-000402-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.