0001140361-23-035066.txt : 20230719 0001140361-23-035066.hdr.sgml : 20230719 20230718183551 ACCESSION NUMBER: 0001140361-23-035066 CONFORMED SUBMISSION TYPE: 8-K PUBLIC DOCUMENT COUNT: 14 CONFORMED PERIOD OF REPORT: 20230718 ITEM INFORMATION: Other Events ITEM INFORMATION: Financial Statements and Exhibits FILED AS OF DATE: 20230719 DATE AS OF CHANGE: 20230718 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Jefferies Financial Group Inc. CENTRAL INDEX KEY: 0000096223 STANDARD INDUSTRIAL CLASSIFICATION: SECURITY BROKERS, DEALERS & FLOTATION COMPANIES [6211] IRS NUMBER: 132615557 STATE OF INCORPORATION: NY FISCAL YEAR END: 1130 FILING VALUES: FORM TYPE: 8-K SEC ACT: 1934 Act SEC FILE NUMBER: 001-05721 FILM NUMBER: 231095254 BUSINESS ADDRESS: STREET 1: 520 MADISON AVENUE CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 2124601900 MAIL ADDRESS: STREET 1: 520 MADISON AVENUE CITY: NEW YORK STATE: NY ZIP: 10022 FORMER COMPANY: FORMER CONFORMED NAME: LEUCADIA NATIONAL CORP DATE OF NAME CHANGE: 19920703 FORMER COMPANY: FORMER CONFORMED NAME: TALCOTT NATIONAL CORP DATE OF NAME CHANGE: 19800603 8-K 1 ny20009810x2_8k.htm 8-K


UNITED STATES
 
 SECURITIES AND EXCHANGE COMMISSION
 Washington, D.C. 20549
 

 
FORM 8-K
 

 
CURRENT REPORT
 
 Pursuant to Section 13 or 15(d)
 of the Securities Exchange Act of 1934
 

Date of Report (Date of earliest event reported): July 18, 2023
 

 

Jefferies Financial Group Inc.
 (Exact name of registrant as specified in its charter)

 

 
 New York
 001-05721
 13-2615557
 (State or other jurisdiction of incorporation)
  (Commission File Number)
  (IRS Employer Identification No.)

 520 Madison Ave., New York, New York
 10022
 (Address of principal executive offices)
 (Zip Code)


Registrant’s telephone number, including area code: 212-284-2300
 

 (Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
 

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
 

Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
 

Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
 

Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

 Securities registered pursuant to Section 12(b) of the Act:

 Title of each class
 
 Trading
Symbol(s)
 
 Name of each exchange
on which registered
Common Shares, par value $1 per share

 JEF

New York Stock Exchange
4.850% Senior Notes Due 2027
  JEF 27A
  New York Stock Exchange
2.750% Senior Notes Due 2032
  JEF 32A
  New York Stock Exchange


Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
 
Emerging growth company

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
 



Item 8.01. Other Events.
 
On July 18, 2023, Jefferies Financial Group Inc. issued a press release (the “Pricing Press Release”) announcing the pricing of its public offering of $1 billion aggregate principal amount of 5.875% Senior Notes due 2028.

A copy of the Pricing Press Release is attached hereto as Exhibit 99.1, and is incorporated herein by reference.

Item 9.01. Financial Statements and Exhibits
 
(d) Exhibits.

Number
 
Exhibit
 
Pricing Press Release, dated July 18, 2023
 
104
 
 
Cover Page Interactive Data File (embedded within the Inline XBRL document)

 SIGNATURES
 
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
 
Date: July 18, 2023
JEFFERIES FINANCIAL GROUP INC.
 
 
 
/s/ Michael J. Sharp
 
Michael J. Sharp
 
Executive Vice President and General Counsel


EX-99.1 2 ny20009810x2_ex99-1.htm EXHIBIT 99.1
Exhibit 99.1

FOR IMMEDIATE RELEASE
 
July 18, 2023
 
Jefferies Financial Group Inc. Announces Pricing of $1,000,000,000 5.875% Senior Notes Due 2028
 
New York, New York — Jefferies Financial Group Inc. (NYSE: JEF) (“JFG”, “we” or “our”) today announced the pricing of its public offering of $1 billion aggregate principal amount of 5.875% Senior Notes due 2028 (the “Notes”) with an effective yield of 6.007%, maturing July 21, 2028. The offering is expected to settle on July 21, 2023, subject to the satisfaction of customary closing conditions.
 
JFG intends to use the net proceeds of the offering for general corporate purposes, which may include the refinancing of its 1.000% Euro Medium Term Notes due July 19, 2024. Jefferies LLC served as lead book-runner for the offering of the Notes, SMBC Nikko Securities America, Inc. served as joint book-runner, BNY Mellon Capital Markets, LLC, HSBC Securities (USA) Inc. and Natixis Securities Americas LLC served as senior co-managers and Citigroup Global Markets Inc., Santander US Capital Markets LLC, Standard Chartered Bank, U.S. Bancorp Investments, Inc., AmeriVet Securities, Inc. and Academy Securities, Inc. served as co-managers.
 
The offering of the Notes is being made pursuant to an effective shelf registration statement, base prospectus and related prospectus supplement. Copies of the prospectus supplement and the base prospectus, when available, may be obtained by contacting Jefferies LLC at toll-free (877) 877-0696, or by email at DCMProspectuses@jefferies.com; or SMBC Nikko Securities America, Inc. at toll-free (888) 868-6856, or by email at prospectus@smbcnikko-si.com. Investors may also obtain these documents for free by visiting EDGAR on the Securities and Exchange Commission’s (“SEC”) website at www.sec.gov.
 
This press release shall not constitute an offer to sell or the solicitation of an offer to buy, nor shall there be any sale of these securities in any state or other jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or other jurisdiction.
 
*   *   *
 
About Jefferies Financial Group Inc.
 
JFG is a leading, global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research and wealth management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies and governments.
 
*   *   *
 

Forward-Looking Statements
 
This press release contains “forward-looking statements” within the meaning of the safe harbor provisions of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements include statements about our future and statements that are not historical facts. These forward‐looking statements are typically identified by such words as “believe,” “expect,” “anticipate,” “may,” “intend,” “outlook,” “will,” “estimate,” “forecast,” “project,” “should,” and other similar words and expressions, and are subject to numerous assumptions, risks and uncertainties, which will change over time. Forward-looking statements may contain beliefs, goals, intentions and expectations regarding revenues, earnings, operations, arrangements and other results, and may include statements of future performance, plans, and objectives. Forward-looking statements also include statements pertaining to our strategies for future development of our businesses and products. Forward‐looking statements speak only as of the date they are made; we do not assume any duty, and do not undertake, to update any forward‐looking statements. Furthermore, because forward‐looking statements represent only our belief regarding future events, many of which by their nature are inherently uncertain, the actual results or outcomes may differ, possibly materially, from the anticipated results or outcomes indicated in these forward-looking statements. Information regarding important factors, including Risk Factors that could cause actual results or outcomes to differ, perhaps materially, from those in our forward-looking statements is contained in reports we file with the SEC. You should read and interpret any forward-looking statement together with reports we file with the SEC. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable or equal the corresponding indicated performance level(s).
 
*   *   *
 

 
For further information, please contact:
 
Jonathan Freedman
Head of Marketing and Communications
Jefferies Financial Group Inc.
Tel. (212) 778-8913


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