Great Elm Group, INC
Market Movers (8-K)
NASDAQ
Great Elm Group announced fiscal 2026 third quarter financial results, reporting a net loss of $13.5 million and an increase in total revenue to $3.4 million, impacted by unrealized investment losses.
Worse than expected
Capital raise
NASDAQ
Great Elm Group, Inc. announced a net loss of $16.5 million for its fiscal second quarter ended December 31, 2025, primarily due to significant unrealized investment losses.
Worse than expected
NASDAQ
Great Elm Group, Inc. has retrospectively recast its fiscal year 2025 financial results into two new reportable segments, Alternative Credit and Real Estate, to align with changes in its operating decision-making structure.
Capital raise
NASDAQ
Great Elm Group, Inc. stockholders approved the 2025 Long-Term Incentive Compensation Plan and re-elected all director nominees at its annual meeting on December 5, 2025.
NASDAQ
Great Elm Group, Inc. reported a net loss of $7.9 million for its fiscal first quarter 2026, despite significant capital raises and year-over-year growth in assets under management.
Worse than expected
Capital raise
NASDAQ
Great Elm Group, Inc. announced that director James H. Hugar will retire and not seek re-election at the 2025 annual meeting of stockholders.
Quarterly Earnings (10-Q)
NASDAQ
Great Elm Group, Inc. filed its Form 10-Q for the quarter ended March 31, 2026, detailing a net loss of $13.52 million and a decrease in assets.
Worse than expected
NASDAQ
Great Elm Group, Inc. reported a significant net loss for the second quarter and first half of fiscal 2026, primarily driven by unrealized investment losses, despite increased cash and strategic real estate activities.
Capital raise
Worse than expected
NASDAQ
Great Elm Group, Inc. reported a net loss of $7.9 million for the quarter ended September 30, 2025, despite a significant increase in real estate property sales revenue, driven by segment realignment and investment portfolio shifts.
Capital raise
Worse than expected
NASDAQ
Great Elm Group's Q3 2025 shows revenue growth driven by management and project management fees, but a net loss remains due to increased operating expenses and investment losses.
Worse than expected
NASDAQ
Great Elm Group's Q2 2025 results show a net income increase driven by real estate property sales and higher management fees, despite a decrease in interest income.
Better than expected
NASDAQ
10-Q: Great Elm Group Reports Q1 2025 Results, Driven by Real Estate Sales and Management Fee Growth
Great Elm Group's first quarter of fiscal year 2025 saw increased revenue driven by real estate sales and management fees, alongside strategic investment activities.
Annual Reports (10-K)
NASDAQ
Great Elm Group, Inc. announced a significant financial turnaround for fiscal year 2025, reporting net income from continuing operations of $15.55 million, alongside securing $11.9 million in new capital through two private placements and issuing warrants.
Capital raise
Better than expected
NASDAQ
Great Elm Group's 2024 annual report highlights a shift towards asset management, with significant changes including the sale of its DME business and strategic real estate investments.
Capital raise
Worse than expected
Insider Trading (Form 4)
NASDAQ
Northern Right Capital Management, L.P. and 4 others reported changes in beneficial ownership of Great Elm Group, Inc. common stock on July 10, 2026.
NASDAQ
Chairman and CEO Jason Reese has gifted nearly 100,000 shares of Great Elm Group to a charitable fund while maintaining a multi-million share stake.
NASDAQ
Great Elm Group's Chairman and CEO, Jason W. Reese, received an award of 27,022 restricted shares, vesting quarterly through 2026.
NASDAQ
Great Elm Group, Inc. director Nathan Lloyd was awarded 26,531 restricted shares vesting quarterly through 2026, contingent on continued board service.
NASDAQ
Great Elm Group Director David Matter received 57,143 restricted stock units, vesting quarterly through 2026.
NASDAQ
Great Elm Group Director Matthew A. Drapkin was awarded 114,286 shares of restricted stock, vesting quarterly through 2026, in addition to significant indirect holdings.
Proxy Statements (Def-14A)
NASDAQ
Great Elm Group, Inc. filed an amendment to its 2025 Annual Stockholders Meeting proxy statement, updating committee compositions and proposing a new long-term incentive compensation plan.
Capital raise
NASDAQ
Great Elm Group, Inc. has filed definitive additional proxy materials with the U.S. Securities and Exchange Commission.
NASDAQ
Great Elm Group, Inc. announces its 2025 Annual Stockholders Meeting to vote on director elections, auditor ratification, executive compensation, and a new long-term incentive plan.
Capital raise
NASDAQ
Great Elm Group files an amendment to its proxy statement to correct the number of outstanding shares of common stock as of the record date for the Annual Meeting of Stockholders.
NASDAQ
Great Elm Group, Inc. has filed a definitive proxy statement with the SEC.
NASDAQ
Great Elm Group, Inc. will hold its 2024 Annual Stockholders Meeting online on December 4, 2024, to vote on director elections, auditor ratification, executive compensation, and other matters.
Schedule 13D - Activist Investments
NASDAQ
Northern Right Capital Management, along with affiliated entities, has amended its Schedule 13D filing, reporting a combined beneficial ownership of approximately 19.1% of Great Elm Group, Inc. common stock.
NASDAQ
Northern Right Capital Management and Matthew A. Drapkin report a 19.0% beneficial ownership stake in Great Elm Group, Inc.
NASDAQ
Great Elm Group, Inc. filed an amendment to its beneficial ownership in Great Elm Capital Corp., now holding 9.7% of common stock.
Capital raise
NASDAQ
Great Elm Group's major shareholders agree to delay the conversion of $8.3 million in convertible notes, preventing immediate dilution of common stock.
Capital raise
Delay expected
NASDAQ
Woodstead Value Fund, led by Randall Smith, has significantly increased its ownership in Great Elm Group, Inc. to 14.4% and secured a board seat.
Capital raise
NASDAQ
Northern Right Capital Management and affiliates, including Matthew A. Drapkin, updated their beneficial ownership in Great Elm Group, Inc. to 17.6%, while agreeing to defer PIK note conversions until July 2026.
Delay expected
Schedule 13G - Passive Investments
NASDAQ
PC Elfun LLC and its affiliates have reported a 9.9% beneficial ownership stake in Great Elm Group, Inc., primarily through convertible senior notes.