Great Elm Group (GEG) CFO Davis received 9,191 shares
Insider transactions reported
Keri Davis (Chief Financial Officer at Great Elm Group Inc., GEG) reported that they received 9,191 shares, and gave up 5,418 shares at $2.80 to cover taxes or an exercise price between Sep 19, 2025 and Sep 23, 2025. After these transactions the filing shows 43,436 shares held directly.
- Reporting person
- Davis Keri
- Role
- Chief Financial Officer
| Date | Type | Security | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| Sep 19, 2025 | Grant or award (A) | Common Stock1 | +9,191 | - | - | 48,854 direct |
| Sep 23, 2025 | Shares withheld for taxes or exercise price (F) | Common Stock2 | -5,418 | $2.80 | $15.2K | 43,436 direct |
Holdings before and after
- Common Stock: 39,663 to 43,436 direct
Footnotes from the filing
- 1. Ms. Davis was awarded 9,191 shares of restricted stock, one-quarter of which vested on the grant date, September 19, 2025, and the remainder of which vest in equal annual installments on September 20th of each year until September 20, 2028, contingent on continued employment by Great Elm Group, Inc.
- 2. Reflects the net share settlement of awards of restricted stock in connection with vesting thereof that is exempt pursuant to Rule 16b-3.
Transaction codes in this filing
- Grant or award:
- Code A marks a grant or award from the company under an exempt employee or director plan. Usually nothing is paid for it.
- Shares withheld for taxes or exercise price:
- Code F marks shares handed back or withheld to pay taxes or an exercise price. No sale happens in the market.
FAQ
What did Davis report in this GEG Form 4?
Keri Davis (Chief Financial Officer at Great Elm Group Inc., GEG) reported that they received 9,191 shares, and gave up 5,418 shares at $2.80 to cover taxes or an exercise price between Sep 19, 2025 and Sep 23, 2025. After these transactions the filing shows 43,436 shares held directly.
How many GEG shares does Davis hold after this filing?
The filing shows 43,436 shares held directly after the reported transactions. Form 4 reports only the positions it lists, so this may not be every holding.
What does transaction code A mean on an SEC Form 4?
Code A marks a grant or award from the company under an exempt employee or director plan. Usually nothing is paid for it.
Historical context for GEG
Earlier insider filings at GEG
- Sep 24, 2025President 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)
- Sep 24, 2025Chief 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)
- Sep 24, 2025Large owner Great Elm Group, Inc. disposed of 79,801 shares (SEC Form 4)
- Sep 23, 2025Officer Reese Jason W. was granted 183,823 shares (SEC Form 4)
- Sep 9, 2025Director Smith Booker was granted 17,070 shares (SEC Form 4)
- Market cap
- 30-day
- Sector
- Technology
- Industry
- Computer Software: Prepackaged Software
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