Based on data from the past 90 days ending February 19, 2026, Great Elm's three largest insider shareholders are Director Jason W. Reese (6.97Mn shares), TenPercentOwner Right Capital Management, L.P. Northern (4.24Mn shares), Director Matthew A Drapkin (2.72Mn shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Jason W. Reese | 6,973,960 | 09 Jan, 2023 | |
| Right Capital Management, L.P. Northern | 4,243,168 | 16 Jul, 2025 | |
| Matthew A Drapkin | 2,718,970 | 12 Jan, 2026 | |
| David W. Schwartz | 659,408 | 12 Jan, 2026 | |
| Adam M Kleinman | President | 585,394 | 23 Sep, 2025 |
| David Matter | 539,377 | 12 Jan, 2026 | |
| James P Parmelee | 513,442 | 12 Jan, 2026 | |
| Eric J Scheyer | 478,862 | 12 Jan, 2026 | |
| James H Hugar | 343,067 | 07 Jan, 2025 | |
| Thomas S Harbin | 248,603 | 12 May, 2022 | |
| Nichole Milz | Chief Operating Officer | 194,884 | 23 Sep, 2025 |
| Jeffrey Serota | 175,145 | 05 Jan, 2022 | |
| Booker Smith | 74,213 | 12 Jan, 2026 | |
| Brent J Pearson | Chief Financial Officer | 62,517 | 20 Sep, 2022 |
| Lloyd Nathan | 49,348 | 12 Jan, 2026 | |
| Keri Davis | Chief Financial Officer | 43,436 | 23 Sep, 2025 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 08 Jan, 2026 | Matthew A Drapkin | Common Stock | A | 61,224 | $0.00 | 1,963,690 | I | A |
| 08 Jan, 2026 | Matthew A Drapkin | Common Stock | A | 26,531 | $0.00 | 2,279,478 | I | A |
| 08 Jan, 2026 | Matthew A Drapkin | Common Stock | A | 26,531 | $0.00 | 755,280 | D | A |
| 08 Jan, 2026 | Eric J Scheyer | Common Stock | A | 30,612 | $0.00 | 478,862 | D | A |
| 08 Jan, 2026 | Eric J Scheyer | Common Stock | A | 26,531 | $0.00 | 448,250 | D | A |
| 08 Jan, 2026 | James P Parmelee | Common Stock | A | 26,531 | $0.00 | 464,462 | D | A |
| 08 Jan, 2026 | James P Parmelee | Common Stock | A | 48,980 | $0.00 | 513,442 | D | A |
| 08 Jan, 2026 | David Matter | Common Stock | A | 30,612 | $0.00 | 539,377 | D | A |
| 08 Jan, 2026 | David Matter | Common Stock | A | 26,531 | $0.00 | 508,765 | D | A |
| 08 Jan, 2026 | Lloyd Nathan | Common Stock | A | 26,531 | $0.00 | 49,348 | D | A |
| 08 Jan, 2026 | Booker Smith | Common Stock | A | 30,612 | $0.00 | 74,213 | D | A |
| 08 Jan, 2026 | Booker Smith | Common Stock | A | 26,531 | $0.00 | 43,601 | D | A |
| 08 Jan, 2026 | David W. Schwartz | Common Stock | A | 26,531 | $0.00 | 626,531 | D | A |
| 08 Jan, 2026 | David W. Schwartz | Common Stock | A | 32,877 | $0.00 | 659,408 | D | A |
| 11 Nov, 2025 | Jason W. Reese | - | - | 6,379,646 | I | |||
| 11 Nov, 2025 | Jason W. Reese | Common stock, par value $0.01 per share ("Common Stock") | D | 100,000 | $0.00 | 6,379,646 | I | G |
| 23 Sep, 2025 | Adam M Kleinman | Common Stock | D | 18,313 | $2.80 | 585,394 | D | F |
| 23 Sep, 2025 | Adam M Kleinman | - | - | 585,394 | D | |||
| 23 Sep, 2025 | Keri Davis | Common Stock | D | 5,418 | $2.80 | 43,436 | D | F |
| 23 Sep, 2025 | Nichole Milz | Common Stock | D | 18,227 | $2.80 | 194,884 | D | F |