Great Elm GEG Insider Ownership

NASDAQ GEG

$2.15 +0.00 (+0.00%)

As of: Oct 21, 2026 · 1:49 PM EDT

Insider Holdings by Owner

16.61Mn Shares

Insider Ownership Statistics

as of 30 Sep, 2026

Insider Ownership

53.32%

▲+0.653% pp QoQ

Shares Held by Insiders

16.15Mn

filed for Sep 2026

▲+1.24% QoQ

Shares Outstanding

30.29Mn

30,289,000 shares

Direct Holdings

5.53Mn

Indirect: 10.62Mn

Net Shares Traded (QoQ)

+197.65K

net buying in Sep 2026

Insiders Holding Shares

with Form 4 holdings on file

Shares Owned by Insiders

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Insiders

Bought Sold

Latest quarter —

Net over range —

Buying quarters —

Insider Ownership Summary

Updated Oct 5, 2026

Over the past year, GEG insiders did not buy or sell the stock on the open market.

Beyond open-market trades, insiders at Great Elm received 473.6K shares in stock awards, gave up 48.71K shares to cover taxes or exercise prices and gave away 199.64K shares as gifts in the last 12 months.
Per Business Quant data, Great Elm insiders hold 16.15Mn shares in total based on their latest Form 4 filings, up 1.24% from 15.95Mn shares at the end of Q2 2026 and up 7.11% from 15.08Mn shares at the end of Q3 2025.
Great Elm insiders hold 5.53Mn shares directly (34.22% of their total) and 10.62Mn shares (65.78%) indirectly, through entities such as trusts and partnerships.
Business Quant counts 13 insiders with holdings in Great Elm stock, among the officers, directors and 10% owners who have filed a Form 4 in the past two years.
GEG's three largest insider shareholders, per their latest Form 4 filings, are Jason W. Reese (Director, officer and 10% owner, 7.52Mn shares), Northern Right Capital Management, L.P. (10% owner, 4.24Mn shares) and Matthew A. Drapkin (Director, 843.03K shares).
Of the shares held by GEG insiders, 46.57% belong to Jason W. Reese.
Institutional holders reported 20.51% of Great Elm's outstanding shares for Q2 2026; insiders' latest Form 4 filings put their stake at about 53.32%, and other investors, including the public, hold the remaining 26.17%.
Over the trailing 12 months, 12 insiders reported transactions in GEG stock across 15 Form 4 filings.
Insider figures for GEG include Form 4 filings through September 23, 2026.

Form 4 Holdings

Insiders Holding GEG

Insiders 16

Shares held 16.61Mn

Of outstanding 54.84%

#	Insider	Position	Direct	Indirect	Total	Share of Insiders	Last Filed
1	Jason W. Reese	Chief Executive Officer	1,141,828	6,354,630	7,496,458	45.1%	23 Sep, 2026
2	Right Capital Management, L.P. Northern	TenPercentOwner, Other	0	4,243,168	4,243,168	25.5%	14 Jul, 2026
3	Matthew A Drapkin	Director	843,035	0	843,035	5.1%	12 Jan, 2026
4	David W. Schwartz	Director	659,408	0	659,408	4.0%	12 Jan, 2026
5	Adam M Kleinman	President	608,131	0	608,131	3.7%	23 Sep, 2026
6	David Matter	Director	539,377	0	539,377	3.2%	12 Jan, 2026
7	James P Parmelee	Director	513,442	0	513,442	3.1%	12 Jan, 2026
8	Eric J Scheyer	Director	478,862	0	478,862	2.9%	12 Jan, 2026
9	James H Hugar	Director	343,067	0	343,067	2.1%	07 Jan, 2025
10	Thomas S Harbin	Director	248,603	0	248,603	1.5%	12 May, 2022
11	Nichole Milz	Chief Operating Officer	219,881	0	219,881	1.3%	23 Sep, 2026
12	Jeffrey Serota	Director	175,145	0	175,145	1.1%	05 Jan, 2022
13	Booker Smith	Director	74,213	0	74,213	0.4%	12 Jan, 2026
14	Brent J Pearson	Chief Financial Officer	62,517	0	62,517	0.4%	20 Sep, 2022
15	Keri Davis	Chief Financial Officer	55,846	0	55,846	0.3%	23 Sep, 2026
16	Lloyd Nathan	Director	49,348	0	49,348	0.3%	12 Jan, 2026

Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.

Form 4 Filings

503 Insider Transactions

Source SEC Form 4

Latest quarter Sep 2026

Date	Insider	Position	Transaction	Shares	Price	Value	Shares Held After	Ownership
21 Sep, 2026	Keri Davis	Chief Financial Officer	Acquired A	20,052	$0.00	$0	63,488	Direct
21 Sep, 2026	Nichole Milz	Chief Operating Officer	Acquired A	48,698	$0.00	$0	243,582	Direct
21 Sep, 2026	Adam M Kleinman	President	Acquired A	40,104	$0.00	$0	625,498	Direct
21 Sep, 2026	Keri Davis	Chief Financial Officer	Disposed F	7,642	$2.15	$16.43K	55,846	Direct
21 Sep, 2026	Jason W. Reese	Director, Officer, TenPercentOwner	Acquired A	137,501	$0.00	$0	1,141,828	Direct
21 Sep, 2026	Nichole Milz	Chief Operating Officer	Disposed F	23,701	$2.15	$50.96K	219,881	Direct
21 Sep, 2026	Adam M Kleinman	President	Disposed F	17,367	$2.15	$37.34K	608,131	Direct
21 Sep, 2026	Adam M Kleinman	President	Acquired A	40,000	$0.00	$0	40,000	Direct
21 Sep, 2026	Nichole Milz	Chief Operating Officer	Acquired A	50,000	$0.00	$0	50,000	Direct
21 Sep, 2026	Keri Davis	Chief Financial Officer	Acquired A	20,000	$0.00	$0	20,000	Direct
10 Jul, 2026	Right Capital Management, L.P. Northern	TenPercentOwner, Other	Disposed J	7,887	$2.18	$17.19K	4,243,168	Indirect
10 Jul, 2026	Right Capital Management, L.P. Northern	TenPercentOwner, Other	Acquired J	7,887	$2.18	$17.19K	4,243,168	Indirect
28 May, 2026	Jason W. Reese	Director, Officer, TenPercentOwner	Disposed G	99,637	$0.00	$0	1,004,327	Direct
03 Mar, 2026	Jason W. Reese	Director, Officer, TenPercentOwner	Acquired A	27,022	$0.00	$0	1,103,964	Direct
08 Jan, 2026	Booker Smith	Director	Acquired A	26,531	$0.00	$0	43,601	Direct
08 Jan, 2026	David W. Schwartz	Director	Acquired A	26,531	$0.00	$0	626,531	Direct
08 Jan, 2026	Lloyd Nathan	Director	Acquired A	26,531	$0.00	$0	49,348	Direct
08 Jan, 2026	James P Parmelee	Director	Acquired A	26,531	$0.00	$0	464,462	Direct
08 Jan, 2026	David Matter	Director	Acquired A	26,531	$0.00	$0	508,765	Direct
08 Jan, 2026	Eric J Scheyer	Director	Acquired A	26,531	$0.00	$0	448,250	Direct

Showing 1 to 20 of 503 transactions