2025Q4
| Insider | Role (last 12 mo) | Shares held | Filed at |
|---|---|---|---|
| Great Elm Strategic Partnership I, LLC | 10% Owner | 1,558,260 | Sep 26, 2025 |
| Great Elm Group, Inc. | — | 1,358,278 | Sep 23, 2025 |
| Reese Jason W. | — | 316,697 | Mar 5, 2026 |
| Kaplan Matthew D | CEO | 142,400 | Nov 10, 2025 |
| Kleinman Adam M | CCO and Secretary | 44,597 | Sep 23, 2025 |
| Exec date | Filing date | Insider | Role | Signal | Confidence | Shares | % of shares | Under plan? | Amount (USD) |
|---|---|---|---|---|---|---|---|---|---|
| Mar 5, 2026 | Reese Jason W. | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 7, 2025 | Nov 10, 2025 | Kaplan Matthew D | CEO | Buy | 95.0 | +19,650 | 16.01% | ✗ | $150.1K |
| Sep 25, 2025 | Sep 26, 2025 | Great Elm Strategic Partnership I, LLC | 10% Owner | Sell | 43.8 | -4,009 | -0.26% | ✗ | $45.9K |
| Sep 19, 2025 | Sep 23, 2025 | Davis Keri | CFO | Sell | 91.3 | +2,501 | 12.90% | ✗ | $31.1K |
| Sep 19, 2025 | Sep 23, 2025 | Kleinman Adam M | CCO and Secretary | Sell | 91.3 | +4,253 | 10.54% | ✗ | $15.6K |
| Sep 19, 2025 | Sep 23, 2025 | Kaplan Matthew D | CEO | Sell | 95.0 | +29,961 | 32.29% | ✗ | $93.9K |
| Sep 19, 2025 | Sep 23, 2025 | Great Elm Group, Inc. | 10% Owner | Neutral | 27.5 | -79,801 | -5.55% | ✗ | - |
| Sep 22, 2025 | Sep 23, 2025 | Great Elm Strategic Partnership I, LLC | 10% Owner | Sell | 20.0 | -49,738 | -3.09% | ✗ | $569.5K |