GEG

Great Elm Group, Inc.

NasdaqTechnologyServices-Prepackaged Software

Insider activity for last month from 08/23 to 09/23. Counts use processed Form 4 rows. Purchase and sale metrics use codes P and S; totals remain unknown when any matching value is missing. Rows without a usable transaction date cannot be assigned to a rolling period and are excluded.

Latest filingSep 23, 2026Most recent Form 4
Total buying$00 buys
Total selling$00 sells
Net open-market+$07 insiders
Open-market mix
Buy vs sell distribution by transaction count
0 transactions

Insider activity report

Monthly open-market purchase and sale counts
Buys Sells
530-3-5transactionsAugSep

Transaction codes

By Form 4 transaction code in selected period
10transactions
  • A · Grants / awards · dominant7 · 70%
  • F · Tax withholding3 · 30%

Activity by reported role

A joint filing can contribute to multiple roles
11transactions
  • Chief financial officer · dominant3 · 27%
  • COO3 · 27%
  • PRES3 · 27%
  • 10% owner1 · 9%
  • SR1 · 9%

Distinct insiders active

Reporting-owner CIKs by month · peak Sep 2026 (7)
Aug 2026Sep 2026
7distinct insiders in 2 months

Reported Holdings After

Separated by insider, security, and ownership type
Kleinman Adam MCommon Stock · Direct
625.5k608.1kSep 21, 2026 · 608,131 shares owned afterSep 21, 2026 · 625,498 shares owned afterSep 21, 2026Sep 21, 2026
625,498Sep 21, 2026
Davis KeriCommon Stock · Direct
63.5k55.8kSep 21, 2026 · 55,846 shares owned afterSep 21, 2026 · 63,488 shares owned afterSep 21, 2026Sep 21, 2026
63,488Sep 21, 2026
Milz NicholeCommon Stock · Direct
243.6k219.9kSep 21, 2026 · 243,582 shares owned afterSep 21, 2026 · 219,881 shares owned afterSep 21, 2026Sep 21, 2026
219,881Sep 21, 2026
Long Ball Partners LlcCommon Stock · Direct
1.1M1.1MSep 21, 2026 · 1,141,828 shares owned afterSep 21, 2026Sep 21, 2026
1,141,828Sep 21, 2026
Reese Jason W.Common Stock · Direct
1.1M1.1MSep 21, 2026 · 1,141,828 shares owned afterSep 21, 2026Sep 21, 2026
1,141,828Sep 21, 2026
Kleinman Adam MStock Options (right to buy) · Direct
40.0k40.0kSep 21, 2026 · 40,000 shares owned afterSep 21, 2026Sep 21, 2026
40,000Sep 21, 2026

These are reported post-transaction holdings, not company-wide ownership percentages. Securities, indirect vehicles, and amendments are kept separate.

Filing activity heatmap
Each cell is one day · intensity = transactions · buys green, sells red
1 active days
Aug 23Sep 23
LessMore
Top insiders
By absolute net value across the selected period
4 insiders
  • MN
    Milz NicholeCOO · rank 1 · 0 buys · 0 sells
    -$51.0klast 09/23/undefined
  • KM
    Kleinman Adam MPRES · rank 2 · 0 buys · 0 sells
    -$37.3klast 09/23/undefined
  • DK
    Davis KeriCFO · rank 3 · 0 buys · 0 sells
    -$16.4klast 09/23/undefined
  • RW
    Reese Jason W.SR · rank 4 · 0 buys · 0 sells
    +$0last 09/23/undefined
Recent filing activity
Most recent 10 transactions · color = transaction code

Filing detail checks

Secondary metrics for the selected period
Largest buy-
Largest sale-
10b5-1 detected0
Amended rows0

Filing-only signals

Deterministic matches in the selected period

No filing-only signal badges matched this period.

GEG transaction history

Filters apply within this company and selected period by default
Reset

Latest insider transactions

Form 4 filings from last month. Click any column to sort; click it again to flip the order.

Newest company filings
IDTickerInsiderRoleTypeSharesValueCodeFiledTrans date
#228372GEGMilz Nichole
COO
grant50.0k$0A09/2309/21
#228371GEGMilz Nichole
COO
withholding23.7k-$5.09MF09/2309/21
#228370GEGMilz Nichole
COO
grant48.6k$0A09/2309/21
#228338GEGDavis Keri
CFO
grant20.0k$0A09/2309/21
#228337GEGDavis Keri
CFO
withholding7.64k-$1.64MF09/2309/21
#228336GEGDavis Keri
CFO
grant20.0k$0A09/2309/21
#228320GEGKleinman Adam M
PRES
grant40.0k$0A09/2309/21
#228319GEGKleinman Adam M
PRES
withholding17.3k-$3.73MF09/2309/21
#228318GEGKleinman Adam M
PRES
grant40.1k$0A09/2309/21
#228284GEGReese Jason W.
SR
grant137k$0A09/2309/21

Great Elm Group, Inc. Insider Activity FAQ

SEC Form 4 context

Who recently reported transactions at Great Elm Group, Inc.?

Milz Nichole, Davis Keri, Kleinman Adam M, Imperial Capital Asset Management, LLC, Imperial Capital Group Holdings II, LLC, LONG BALL PARTNERS LLC, Reese Jason W..

When was the latest reported open-market purchase?

No code-P purchase is available for this period.

When was the latest reported open-market sale?

No code-S sale is available for this period.

What is the recent purchase and sale balance?

No code-P purchases or code-S sales were reported in the selected period.

Where can I see the original SEC filing?

Every transaction row and latest-activity fact links to its original SEC filing.

What do these Form 4 transaction codes mean?

P and S generally describe open-market or private purchases and sales. A, D, F, M, X, G, J, and V describe awards, issuer dispositions, tax withholding, exercises, gifts, other transactions, and voluntary early reports; review each filing and its footnotes for context.