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Who

Jason W. Reese

Director and Officer and 10% owner

Company insider

Files Form 4 as: Director and Officer and 10% owner, Great Elm Group; Director and 10% owner, Forest Investments.

In numbers

Trades disclosed
55
Buys
39
Sells
0
Bought
$2.7M
Sold
$0
Companies
2
Companies where not an officer
1
First trade
30 Jun 2020
Last trade
21 Sep 2026
Last filed
23 Sep 2026

Companies traded

Where they are an officer
GEG Great Elm GroupDirector, Officer, 10% owner · Software · last 21 Sep 202639 buys · 0 sells
Everywhere else they filed: board seats, 10% stakes, other companies
Forest InvestmentsDirector, 10% owner · last 5 Jan 20210 buys · 0 sells

Activity over time

1 Nov 2024 – 1 Oct 2026
101Nov 24May 25Nov 25Apr 26Oct 26

Buys above the line, sells below, each month.

Every trade

TradedCompanyWhatAmount
21 Sep 2026filed 23 Sep 2026GEG Great Elm GroupSoftwareSEC FORM 4 Code A—137,501 at $0.00filing
28 May 2026filed 1 Jun 2026GEG Great Elm GroupSoftwareSEC FORM 4 Code G—99,637 at $0.00filing
28 May 2026filed 1 Jun 2026GEG Great Elm GroupSoftwareSEC FORM 4 Code G—99,637 at $0.00filing
3 Mar 2026filed 5 Mar 2026GEG Great Elm GroupSoftwareSEC FORM 4 Code A—27,022 at $0.00filing
15 Mar 2024filed 18 Mar 2024GEG Great Elm GroupSoftwareSEC FORM 4 Bought$16K7,843 at $2.00filing
14 Mar 2024filed 18 Mar 2024GEG Great Elm GroupSoftwareSEC FORM 4 Bought$6,4433,254 at $1.98filing
13 Mar 2024filed 13 Mar 2024GEG Great Elm GroupSoftwareSEC FORM 4 Bought$31K16,200 at $1.94filing
12 Mar 2024filed 13 Mar 2024GEG Great Elm GroupSoftwareSEC FORM 4 Bought$4,7502,500 at $1.90filing
11 Mar 2024filed 13 Mar 2024GEG Great Elm GroupSoftwareSEC FORM 4 Bought$1,531806 at $1.90filing
28 Nov 2023filed 30 Nov 2023GEG Great Elm GroupSoftwareSEC FORM 4 Bought$58K29,244 at $2.00filing
28 Nov 2023filed 30 Nov 2023GEG Great Elm GroupSoftwareSEC FORM 4 Bought$83K40,571 at $2.04filing
16 Mar 2023filed 20 Mar 2023GEG Great Elm GroupSoftwareSEC FORM 4 Bought$56K23,638 at $2.37filing
24 Feb 2023filed 24 Feb 2023GEG Great Elm GroupSoftwareSEC FORM 4 Bought$28K13,277 at $2.14filing
22 Feb 2023filed 24 Feb 2023GEG Great Elm GroupSoftwareSEC FORM 4 Bought$33K15,138 at $2.15filing
5 Jan 2023filed 9 Jan 2023GEG Great Elm GroupSoftwareSEC FORM 4 Code A—29,412 at $0.00filing
5 Jan 2023filed 9 Jan 2023GEG Great Elm GroupSoftwareSEC FORM 4 Code A—135,747 at $0.00filing
8 Nov 2022filed 8 Nov 2022GEG Great Elm GroupSoftwareSEC FORM 4 Bought$322K161,123 at $2.00filing
7 Nov 2022filed 8 Nov 2022GEG Great Elm GroupSoftwareSEC FORM 4 Bought$2,4951,254 at $1.99filing
4 Nov 2022filed 8 Nov 2022GEG Great Elm GroupSoftwareSEC FORM 4 Bought$11K5,578 at $2.00filing
28 Oct 2022filed 28 Oct 2022GEG Great Elm GroupSoftwareSEC FORM 4 Bought$8,9384,469 at $2.00filing

News

Brookfield (NYSE:BN) & Great Elm Capital Group (NASDAQ:GECC) Head to Head ComparisonGEG · themarketsdaily.com · 8 Oct 2026

0 headlines in the last 90 days name Jason W. Reese; 1 article from the last 14 days about the 1 company they traded most, at most three about any one of them.

Sectors

Technology39

Buys in green, sells in red, by the company’s sector.

Related people

Keri DavisCFO · Chief Financial Officer at Great Elm Group, filing Form 4 there in the last year
Nichole MilzChief Operating Officer · Chief Operating Officer at Great Elm Group, filing Form 4 there in the last year
Adam M. KleinmanCCO and Secretary · President at Great Elm Group, filing Form 4 there in the last year
Northern Right Capital Management, L.P.10% owner and Other role · 10% owner and Other at Great Elm Group, filing Form 4 there in the last year
David W. SchwartzDirector · Director at Great Elm Group, filing Form 4 there in the last year