No insider purchase over the last 90 days. The latest was filed 22 Oct 2024.
Great Elm Group, Inc. belongs to the Finance & Banking sector. Filings by its managers are published through SEC (Form 4). Over the twelve months to 18 October 2026, 17 filings were filed, from 12 insiders.
No open-market purchase or sale appears among the filings, only grants, plan transactions and other operations. Compensation-driven entries like these are tracked, but they say little about how insiders judge the share price.
Over the last twelve months, not one insider purchase of Great Elm Group, Inc. stock was filed. Between a trade and the moment it shows up on SEC (Form 4), the median delay is 2 days. For comparison, the SEC allows two business days to file a Form 4.
Compared with its exchange (5,458 companies, median 22 filings), a count of 17 filings is below the norm. Over the whole record (from 2021), the tally stands at 116 purchases and 1 sale. The 10-K for the year ended 30 June 2026 shows 27.8 m USD of revenue and -36.9 m USD of net income.
In the same sector, recent insider purchases at First Guaranty Bancshares, Inc. and BCB Bancorp Inc also feature in our signals. Every figure here comes from the filings published by SEC (Form 4) and describes the past, not future prices; it is not investment advice.
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Transparent value + quality ranking, distinct from the insider signal.
FY ended June 2026 · cache
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Great Elm Group, Inc. is a United States-based alternative asset manager listed on the NASDAQ in the United States. The company operates from Palm Beach Gardens, Florida, with additional offices in Boston and Charleston. Its current form reflects a broader corporate reorganization and name change completed in December 2020, when the former Great Elm Capital Group structure was reorganized into Great Elm Group. ([sec.gov](https://www.sec.gov/Archives/edgar/data/0001831096/000119312525194119/geg-20250630.htm))
From a business model perspective, Great Elm is focused on building a scalable portfolio of long-duration and permanent-capital vehicles across credit, real estate, specialty finance, and other alternative strategies. In its latest annual filing, the company describes itself as a single operating segment centered on asset management and related services. Its platform includes management of Great Elm Capital Corp. (GECC), a publicly traded business development company, and Monomoy Properties REIT, an industrial outdoor storage (IOS)-focused real estate investment trust. The group also supports a growing real estate services stack through Monomoy CRE, MBTS, and Monomoy Construction Services. ([sec.gov](https://www.sec.gov/Archives/edgar/data/0001831096/000119312525194119/geg-20250630.htm))
Great Elm’s competitive position is that of a niche, specialized public alternative manager rather than a broad-based asset gatherer. The company appears to compete by combining recurring fee streams with vertically integrated real estate capabilities and exposure to less crowded investment themes such as IOS. That strategy is intended to provide both income visibility and optionality for growth, while limiting dependence on any single product line. The company also maintains investment management operations through wholly owned advisory subsidiaries, which helps reinforce its platform economics. ([sec.gov](https://www.sec.gov/Archives/edgar/data/0001831096/000119312525194119/geg-20250630.htm))
Recent developments have been material. In July 2025, Great Elm announced a strategic partnership with Kennedy Lewis Investment Management (KLIM), including KLIM’s purchase of 4.9% of Great Elm’s common stock and a $150 million debt investment in Monomoy Properties REIT to accelerate the IOS platform. In February 2025, the company acquired the assets of Greenfield CRE and formed Monomoy Construction Services, expanding its integrated construction and development capabilities. In its fiscal second-quarter 2026 update, issued in February 2026, Great Elm reported approximately $561 million of fee-paying AUM and $740 million of total AUM, alongside a share repurchase program and continued development progress in its real estate platform. ([greatelmgroup.com](https://www.greatelmgroup.com/press-releases/press-release-details/2025/Great-Elm-Group-Announces-Strategic-Partnership-with-Kennedy-Lewis-Investment-Management/default.aspx?utm_source=openai))
Purchases our model currently ranks for the recommendations list.
All recommendations| Fiscal year end | Revenue | Net income | Diluted EPS | Filing |
|---|---|---|---|---|
| Jun 2026 | 27.8 m USD | -36.9 m USD | -1.17 USD | 10-K |
| Jun 2025 | 16.3 m USD | 12.9 m USD | 0.38 USD | 10-K |
| Jun 2024 | 17.8 m USD | -1.4 m USD | -0.05 USD | 10-K |
| Jun 2023 | n.d. | 27.7 m USD | 0.73 USD | 10-K |
| Jun 2022 | 68.0 m USD | -14.9 m USD | -0.56 USD | 10-K |
Amounts in USD, as filed (forms 10-K, 20-F or 40-F). Source: SEC EDGAR.