Company Analysis

Great Elm Group, Inc. (GEG)

Nasdaq: GEG · Services-Prepackaged Software · Palm Beach Gardens, FL · filing with the SEC since 2020
Grade4.9
◀ Past 6.4● Present 4.1▶ Future 4.7
1 est.

Who owns Great Elm Group, Inc.

As filed with the SEC
Holders of 5% or more
4
Jason Reese holds 23.3% of Common Stock, par value $0.001 per share, as its SCHEDULE 13D/A filed Sep 10, 2026 says.
Directors and officers
11
report now, of 16 people on the record since 2021. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 4 named at left.
Holders of 5% or moreshare of the class, as filed
Jason Reese
SCHEDULE 13D/A · filed Sep 10, 2026 · Common Stock, par value $0.001 per share · 22.3% in Sep 9, 2025
23.3%
Drapkin Matthew A
SCHEDULE 13D/A · filed Jul 14, 2026 · Common Stock, $0.001 Par Value · 19% in May 8, 2026
19.1%
Woodstead Value Fund, L.P.
SCHEDULE 13D · filed Sep 4, 2025 · Common Stock, $0.001 par value
14.4%
PC Elfun LLC
SCHEDULE 13G/A · filed Aug 13, 2025 · Common Stock, $0.001 par value per share
9.9%
What GEG reports owning in othersstakes of 5% or more, and other ties
Great Elm Capital Corp. GECC
SCHEDULE 13D/A · filed Oct 9, 2025 · Common Stock, par value $0.01 per share
9.7%
Other ties the annual report names
Greenfield CRE
A company bought · acquisition · Jan 2025 · owns, named in the 10-K filed Aug 26, 2026

11 subsidiaries in 1 country, from the list filed with the 10-K filed Aug 26, 2026.

Insider tradesForm 4
0sales
0purchases
0sales on a scheduled plan
0people selling
$0sold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Sep 30, 2025 to Sep 30, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
21222324
2024 runs to Sep 30, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window
No one on the roster filed an open-market trade in the window.
SI Assistanton GEG · research, not advice