Jefferies CFO Gendron and CAO Dalton to depart May 2023; Larson to become CFO

Jefferies Financial Group Inc.

CFO Teri Gendron to leave May 2023; will receive $1.5M year-end and $2M final payment per separation agreement.
Controller & CAO John Dalton also departing May 2023.
Matt Larson, Jefferies Group CFO, to become co-CFO then sole CFO after consolidation.
Press release also announces planned sale of Idaho Timber and corporate consolidation of Jefferies Group LLC into the company.
No specific terms for sale or consolidation disclosed in the filing.

item 5.02 item 8.01 item 9.01

Executive movements

Machine-extracted from this filing. Every card cites the SEC source. See all recent executive movements.

Departed

John Dalton

Controller and Chief Accounting Officer

JEF · Jefferies Financial Group Inc.

Filed: July 19, 2022, 7:59 PM ET

John Dalton, Controller and Chief Accounting Officer, will be departing from the Company in May 2023 to pursue other opportunities.

Appointed

Matt Larson

Chief Financial Officer

JEF · Jefferies Financial Group Inc.

Filed: July 19, 2022, 7:59 PM ET

Mr. Larson will succeed Ms. Gendron as Chief Financial Officer of the Company.

Departed

Teri Gendron

Chief Financial Officer

JEF · Jefferies Financial Group Inc.

Successor: Matt Larson
Filed: July 19, 2022, 7:59 PM ET

Teri Gendron, Chief Financial Officer, and John Dalton, Controller and Chief Accounting Officer, will be departing from the Company in May 2023 to pursue other opportunities.

Key facts

Extracted from this filing and checked against the source text.

Executive change SEC 8-K Item 5.02 confidence 0.95

John Dalton departed as Controller and Chief Accounting Officer at Jefferies Financial Group Inc..

Action: will be departing
Role: Controller and Chief Accounting Officer

Exact text from the filing

John Dalton, Controller and Chief Accounting Officer, will be departing from the Company in May 2023 to pursue other opportunities.

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.95

Matt Larson was appointed as Chief Financial Officer at Jefferies Financial Group Inc..

Action: will succeed
Role: Chief Financial Officer

Exact text from the filing

Mr. Larson will succeed Ms. Gendron as Chief Financial Officer of the Company.

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.95

Teri Gendron departed as Chief Financial Officer at Jefferies Financial Group Inc..

Action: will be departing
Role: Chief Financial Officer

Exact text from the filing

Teri Gendron, Chief Financial Officer, and John Dalton, Controller and Chief Accounting Officer, will be departing from the Company in May 2023 to pursue other opportunities.

View on SEC.gov

Jefferies Financial Group Inc. filing history →

Source: SEC EDGAR

accession 0001193125-22-196580

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