Insiders · GEG

GEG insider transactions

Great Elm Group Inc. (GEG) Form 4 insider transactions - real-time wire coverage of every officer, director, and 10% owner trade.

GEG insiders

Everyone who has filed a Form 3, 4, 5 or 144 at Great Elm Group Inc., latest first. Follow anyone to get their next filing.

• Nichole MilzChief Operating Officer, since September 2022
• Keri DavisChief Financial Officer, since May 2023
• Adam M KleinmanPresident
• Jason W. ReeseOfficer, Director, 10% owner+$9.04M-$1M
• Northern Right Capital Management, L.P.Member of 13D 10% Group, 10% owner+$3.44M
• Lloyd NathanDirector, since July 2025
• David MatterDirector, since May 2022+$484K
• Matthew A DrapkinDirector+$2.87M
• David W. SchwartzDirector, since December 2025
• Booker SmithDirector, since August 2025
• James P ParmeleeDirector+$31.2K
• Eric J ScheyerDirector
• Woodstead Value Fund LP10% owner, since August 2025
• Randall D Smith10% owner, since August 2025
• PC Elfun LLC10% owner, since February 2025
• Northern Right Long Only Master Fund LPMember of 13D 10% Group, since January 2025
• James H HugarDirector+$97.1K
• ICAM Holdings, LLCMember of 10% owner group, since November 2024
• NRC Partners I, LP10% owner
• Peter A ReedOfficer
• Brent J PearsonOfficer
• Thomas S HarbinDirector+$12.2K
• Jeffrey SerotaDirector

Recent Form 3, 4, and 5 filings for GEG

• 47d
  Large owner Great Elm Group, Inc. disposed of 111,958 shares (SEC Form 4)

  4 - Great Elm Group, Inc. (0001831096) (Reporting)
• 47d
  Chief Operating Officer Milz Nichole was granted 48,698 shares and covered exercise/tax liability with 23,701 shares, increasing direct ownership by 13% to 219,881 units (SEC Form 4)

  4 - Great Elm Group, Inc. (0001831096) (Issuer)
• 47d
  Chief Financial Officer Davis Keri was granted 20,052 shares and covered exercise/tax liability with 7,642 shares, increasing direct ownership by 29% to 55,846 units (SEC Form 4)

  4 - Great Elm Group, Inc. (0001831096) (Issuer)
• 47d
  President Kleinman Adam M was granted 40,104 shares and covered exercise/tax liability with 17,367 shares, increasing direct ownership by 4% to 608,131 units (SEC Form 4)

  4 - Great Elm Group, Inc. (0001831096) (Issuer)
• 47d
  Officer Reese Jason W. was granted 137,501 shares, increasing direct ownership by 14% to 1,141,828 units (SEC Form 4)

  4 - Great Elm Group, Inc. (0001831096) (Issuer)
• 118d
  Member of 13D 10% Group Northern Right Capital Management, L.P. disposed of $17,194 worth of shares (7,887 units at $2.18) and acquired $17,194 worth of shares (7,887 units at $2.18) (SEC Form 4)

  4 - Great Elm Group, Inc. (0001831096) (Issuer)
• 161d
  Officer Reese Jason W. gifted 99,637 shares, decreasing direct ownership by 9% to 1,004,327 units (SEC Form 4)

  4 - Great Elm Group, Inc. (0001831096) (Issuer)
• 249d
  Officer Reese Jason W. was granted 27,022 shares, increasing direct ownership by 3% to 1,103,964 units (SEC Form 4)

  4 - Great Elm Group, Inc. (0001831096) (Issuer)
• 301d
  Director Nathan Lloyd was granted 26,531 shares (SEC Form 4)

  4 - Great Elm Group, Inc. (0001831096) (Issuer)
• 301d
  Director Matter David was granted 57,143 shares (SEC Form 4)

  4 - Great Elm Group, Inc. (0001831096) (Issuer)
• 301d
  Director Drapkin Matthew A was granted 114,286 shares (SEC Form 4)

  4 - Great Elm Group, Inc. (0001831096) (Issuer)
• 301d
  Director Schwartz David W. was granted 59,408 shares (SEC Form 4)

  4 - Great Elm Group, Inc. (0001831096) (Issuer)
• 301d
  Director Smith Booker was granted 57,143 shares (SEC Form 4)

  4 - Great Elm Group, Inc. (0001831096) (Issuer)
• 301d
  Director Parmelee James P was granted 75,511 shares (SEC Form 4)

  4 - Great Elm Group, Inc. (0001831096) (Issuer)
• 301d
  Director Scheyer Eric J was granted 57,143 shares (SEC Form 4)

  4 - Great Elm Group, Inc. (0001831096) (Issuer)
• 335d
  New insider Schwartz David W. claimed ownership of 600,000 shares (SEC Form 3)

  3 - Great Elm Group, Inc. (0001831096) (Issuer)
• 361d
  Officer Reese Jason W. gifted 100,000 shares, decreasing direct ownership by 8% to 1,076,942 units (SEC Form 4)

  4 - Great Elm Group, Inc. (0001831096) (Issuer)
• 397d
  Amendment: New insider Woodstead Value Fund Lp claimed ownership of 4,875,942 shares (SEC Form 3)

  3/A - Great Elm Group, Inc. (0001831096) (Issuer)
• 412d
  Chief Financial Officer Davis Keri covered exercise/tax liability with 5,418 shares and was granted 9,191 shares, increasing direct ownership by 10% to 43,436 units (SEC Form 4)

  4 - Great Elm Group, Inc. (0001831096) (Issuer)
• 412d
  President Kleinman Adam M was granted 22,977 shares and covered exercise/tax liability with 18,313 shares, increasing direct ownership by 0.80% to 585,394 units (SEC Form 4)

  4 - Great Elm Group, Inc. (0001831096) (Issuer)
• 412d
  Chief Operating Officer Milz Nichole was granted 36,764 shares and covered exercise/tax liability with 18,227 shares, increasing direct ownership by 11% to 194,884 units (SEC Form 4)

  4 - Great Elm Group, Inc. (0001831096) (Issuer)
• 412d
  Large owner Great Elm Group, Inc. disposed of 79,801 shares (SEC Form 4)

  4 - Great Elm Group, Inc. (0001831096) (Reporting)
• 412d
  Officer Reese Jason W. was granted 183,823 shares (SEC Form 4)

  4 - Great Elm Group, Inc. (0001831096) (Issuer)
• 426d
  Director Smith Booker was granted 17,070 shares (SEC Form 4)

  4 - Great Elm Group, Inc. (0001831096) (Issuer)
• 426d
  Director Nathan Lloyd was granted 10,220 shares (SEC Form 4)

  4 - Great Elm Group, Inc. (0001831096) (Issuer)
• 427d
  New insider Smith Randall D claimed ownership of 4,875,942 shares (SEC Form 3)

  3 - Great Elm Group, Inc. (0001831096) (Issuer)
• 427d
  SEC Form 3 filed by new insider Smith Booker

  3 - Great Elm Group, Inc. (0001831096) (Issuer)
• 455d
  Director Nathan Lloyd was granted 12,597 shares (SEC Form 4)

  4 - Great Elm Group, Inc. (0001831096) (Issuer)
• 458d
  SEC Form 3 filed by new insider Nathan Lloyd

  3 - Great Elm Group, Inc. (0001831096) (Issuer)
• 481d
  Large owner Northern Right Capital Management, L.P. disposed of $429,691 worth of shares (207,570 units at $2.07) and acquired $429,691 worth of shares (207,570 units at $2.07) (SEC Form 4)

  4 - Great Elm Group, Inc. (0001831096) (Issuer)
• 510d
  SEC Form 4 filed by Large owner Pc Elfun Llc

  4 - Great Elm Group, Inc. (0001831096) (Issuer)
• 584d
  Amendment: New insider Northern Right Long Only Master Fund Lp claimed ownership of 409,577 shares (SEC Form 3)

  3/A - Great Elm Group, Inc. (0001831096) (Issuer)
• 584d
  Amendment: Member of 13D 10% Group Northern Right Capital Management, L.P. disposed of $741,334 worth of shares (409,577 units at $1.81) (SEC Form 4)

  4/A - Great Elm Group, Inc. (0001831096) (Issuer)
• 627d
  SEC Form 3 filed by new insider Pc Elfun Llc

  3 - Great Elm Group, Inc. (0001831096) (Issuer)
• 655d
  New insider Northern Right Long Only Master Fund Lp claimed ownership of 409,577 shares (SEC Form 3)

  3 - Great Elm Group, Inc. (0001831096) (Issuer)
• 663d
  Member of 13D 10% Group Northern Right Capital Management, L.P. disposed of 409,577 shares (SEC Form 4)

  4 - Great Elm Group, Inc. (0001831096) (Issuer)
• 671d
  Director Scheyer Eric J was granted 82,418 shares (SEC Form 4)

  4 - Great Elm Group, Inc. (0001831096) (Issuer)
• 671d
  Director Drapkin Matthew A was granted 153,846 shares (SEC Form 4)

  4 - Great Elm Group, Inc. (0001831096) (Issuer)
• 671d
  Director Hugar James H was granted 35,714 shares (SEC Form 4)

  4 - Great Elm Group, Inc. (0001831096) (Issuer)
• 671d
  Director Parmelee James P was granted 82,418 shares (SEC Form 4)

  4 - Great Elm Group, Inc. (0001831096) (Issuer)
• 671d
  Director Matter David was granted 76,923 shares (SEC Form 4)

  4 - Great Elm Group, Inc. (0001831096) (Issuer)
• 686d
  Large owner Great Elm Group, Inc. disposed of $27,011 worth of shares (2,643 units at $10.22), decreasing direct ownership by 0.18% to 1,438,079 units (SEC Form 4)

  4 - Great Elm Group, Inc. (0001831096) (Reporting)
• 699d
  New insider Icam Holdings, Llc claimed ownership of 5,918,746 shares (SEC Form 3)

  3 - Great Elm Group, Inc. (0001831096) (Issuer)
• 748d
  Member of 13D 10% Group Northern Right Capital Management, L.P. bought $88,326 worth of shares (50,000 units at $1.77) (SEC Form 4)

  4 - Great Elm Group, Inc. (0001831096) (Issuer)
• 775d
  Amendment: Large owner Great Elm Group, Inc. disposed of $350,628 worth of shares (34,750 units at $10.09), decreasing direct ownership by 1% to 1,440,722 units (SEC Form 4)

  4/A - Great Elm Group, Inc. (0001831096) (Reporting)
• 776d
  Large owner Great Elm Group, Inc. disposed of $890,453 worth of shares (88,251 units at $10.09), decreasing direct ownership by 5% to 1,440,722 units (SEC Form 4)

  4 - Great Elm Group, Inc. (0001831096) (Reporting)
• 776d
  Chief Operating Officer Milz Nichole was granted 55,339 shares (SEC Form 4)

  4 - Great Elm Group, Inc. (0001831096) (Issuer)
• 776d
  Chief Financial Officer Davis Keri was granted 27,344 shares (SEC Form 4)

  4 - Great Elm Group, Inc. (0001831096) (Issuer)
• 776d
  President Kleinman Adam M was granted 32,552 shares (SEC Form 4)

  4 - Great Elm Group, Inc. (0001831096) (Issuer)
• 776d
  Officer Reese Jason W. was granted 130,208 shares (SEC Form 4)

  4 - Great Elm Group, Inc. (0001831096) (Issuer)
• 900d
  Reese Jason W. bought $44,222 worth of shares (24,984 units at $1.77) and bought $43,978 worth of shares (25,016 units at $1.76) (SEC Form 4)

  4 - Great Elm Group, Inc. (0001831096) (Issuer)
• 900d
  Drapkin Matthew A bought $88,326 worth of shares (50,000 units at $1.77) (SEC Form 4)

  4 - Great Elm Group, Inc. (0001831096) (Issuer)
• 902d
  Hugar James H bought $14,119 worth of shares (8,004 units at $1.76), increasing direct ownership by 3% to 307,353 units (SEC Form 4)

  4 - Great Elm Group, Inc. (0001831096) (Issuer)
• 908d
  Hugar James H bought $8,748 worth of shares (4,809 units at $1.82), increasing direct ownership by 2% to 299,349 units (SEC Form 4)

  4 - Great Elm Group, Inc. (0001831096) (Issuer)
• 966d
  Reese Jason W. bought $15,686 worth of shares (7,843 units at $2.00) and bought $6,443 worth of shares (3,254 units at $1.98) (SEC Form 4)

  4 - Great Elm Group, Inc. (0001831096) (Issuer)
• 971d
  Reese Jason W. bought $1,531 worth of shares (806 units at $1.90) and bought $36,178 worth of shares (18,700 units at $1.93) (SEC Form 4)

  4 - Great Elm Group, Inc. (0001831096) (Issuer)
• 977d
  Reese Jason W. bought $18,561 worth of shares (9,470 units at $1.96) and bought $9,914 worth of shares (5,137 units at $1.93) (SEC Form 4)

  4 - Great Elm Group, Inc. (0001831096) (Issuer)
• 980d
  Great Elm Group, Inc. disposed of $13,406 worth of shares (1,239 units at $10.82), decreasing direct ownership by 0.08% to 1,516,932 units (SEC Form 4)

  4 - Great Elm Group, Inc. (0001831096) (Reporting)
• 984d
  Reese Jason W. bought $230,400 worth of shares (120,000 units at $1.92) and bought $8,139 worth of shares (4,090 units at $1.99) (SEC Form 4)

  4 - Great Elm Group, Inc. (0001831096) (Issuer)
• 991d
  Great Elm Group, Inc. disposed of $25,538 worth of shares (2,389 units at $10.69), decreasing direct ownership by 0.16% to 1,518,171 units (SEC Form 4)

  4 - Great Elm Group, Inc. (0001831096) (Reporting)