Public ownership evidence

Great Elm Group, Inc. Common Stock (GEG) Ownership Disclosures

Read GEG insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent Form 4 activity

Great Elm Group, Inc. Common Stock: source evidence dated 2026-10-10T12:08:28.848Z.

Available
2026-09-23
Trade date
2026-09-21
Reporting owners
Milz Nichole
Code
A
Shares
48,698
Reported value
Not reported
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

SEC 0000950103-26-014395
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read GEG fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read GEG fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

See the complete recent form 4 activity

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2026-09-232026-09-21Milz NicholeA48,698Not reported
2026-09-232026-09-21Milz NicholeA50,000Not reported
2026-09-232026-09-21Davis KeriA20,052Not reported
2026-09-232026-09-21Davis KeriA20,000Not reported
2026-09-232026-09-21Kleinman Adam MA40,000Not reported
2026-09-232026-09-21Kleinman Adam MA40,104Not reported
2026-09-232026-09-21Imperial Capital Asset Management, LLC, Imperial Capital Group Holdings II, LLC, LONG BALL PARTNERS LLC, Reese Jason W.A137,501Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Federation des caisses Desjardins du Quebec2026-06-302026-08-1577$168None
Basecamp Wealth Advisors LLC2026-06-302026-08-15269$586None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,080$2,354None
HRT FINANCIAL LP2026-06-302026-08-1516,203$35,000None
Northern Right Capital Management, L.P.2026-06-302026-08-154,243,168$9,250,106None
MILLENNIUM MANAGEMENT LLC2026-06-302026-08-1521,690$47,284None
BRIDGEWAY CAPITAL MANAGEMENT, LLC2026-06-302026-08-1541,545$90,568None
CITADEL ADVISORS LLC2026-06-302026-08-1536,630$79,853None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15216$471None
VANGUARD CAPITAL MANAGEMENT LLC2026-06-302026-08-14533,322$1,162,642None
Vanguard Global Advisers, LLC2026-06-302026-08-146,122$13,346None
UBS Group AG2026-06-302026-08-142$4None
UBS Group AG2026-06-302026-08-14918$2,001None
RENAISSANCE TECHNOLOGIES LLC2026-06-302026-08-14525,776$1,146,192None
VANGUARD FIDUCIARY TRUST CO2026-06-302026-08-1489,767$195,692None
MORGAN STANLEY2026-06-302026-08-1440,002$87,204None
MORGAN STANLEY2026-06-302026-08-141$3None
NORTHERN TRUST CORP2026-06-302026-08-1430,727$66,985None
GEODE CAPITAL MANAGEMENT, LLC2026-06-302026-08-1335,875$78,207None
GEODE CAPITAL MANAGEMENT, LLC2026-06-302026-08-13143,197$312,346None
Tower Research Capital LLC (TRC)2026-06-302026-08-12662$1,443None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-12166$362None
Arax Advisory Partners2026-06-302026-08-112$5None
BlackRock, Inc.2026-06-302026-08-08299,283$652,437None
BlackRock, Inc.2026-06-302026-08-0835,827$78,103None
BlackRock, Inc.2026-06-302026-08-082,559$5,579None
STATE STREET CORP2026-06-302026-08-0882,917$180,759None
GatePass Capital, LLC2026-06-302026-07-3110,500$22,890None
BARRETT & COMPANY, INC.2026-06-302026-07-2513$28None
Farther Finance Advisors, LLC2026-06-302026-07-183$7None
TRUST CO OF TOLEDO NA /OH/2026-06-302026-07-1715,000$32,700None

90-day public filing window, up to 50 source positions.

Federation des caisses Desjardins du Quebec ↗Basecamp Wealth Advisors LLC ↗OSAIC HOLDINGS, INC. ↗HRT FINANCIAL LP ↗Northern Right Capital Management, L.P. ↗MILLENNIUM MANAGEMENT LLC ↗BRIDGEWAY CAPITAL MANAGEMENT, LLC ↗CITADEL ADVISORS LLC ↗WELLS FARGO & COMPANY/MN ↗VANGUARD CAPITAL MANAGEMENT LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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