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Who

Keri Davis

CFO

Company insider

Files Form 4 as: Chief Financial Officer, Great Elm Group; CFO, Great Elm Capital.

In numbers

Trades disclosed
42
Buys
1
Sells
0
Bought
$4,764
Sold
$0
Companies
2
Companies where not an officer
0
First trade
20 Nov 2019
Last trade
21 Sep 2026
Last filed
23 Sep 2026

Companies traded

Where they are an officer
GECC Great Elm CapitalOfficer · Funds, Shells & SPACs · last 21 Sep 20261 buy · 0 sells
GEG Great Elm GroupOfficer · Software · last 21 Sep 20260 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—20,052 at $0.00filing
21 Sep 2026filed 23 Sep 2026GEG Great Elm GroupSoftwareSEC FORM 4 Code F$16K7,642 at $2.15filing
21 Sep 2026filed 23 Sep 2026GEG Great Elm Groupoption or derivative · SoftwareSEC FORM 4 Code A—20,000 at $0.00filing
21 Sep 2026filed 23 Sep 2026GEG Great Elm Groupoption or derivative · SoftwareSEC FORM 4 Code A—20,000 at $0.00filing
21 Sep 2026filed 23 Sep 2026GEG Great Elm GroupSoftwareSEC FORM 4 Code A—20,052 at $0.00filing
21 Sep 2026filed 23 Sep 2026GEG Great Elm GroupSoftwareSEC FORM 4 Code F$16K7,642 at $2.15filing
21 Sep 2026filed 23 Sep 2026GECC Great Elm CapitalFunds, Shells & SPACsSEC FORM 4 Code A—7,646 at $0.00filing
21 Sep 2026filed 23 Sep 2026GECC Great Elm CapitalFunds, Shells & SPACsSEC FORM 4 Code A—1,372 at $0.00filing
21 Sep 2026filed 23 Sep 2026GECC Great Elm CapitalFunds, Shells & SPACsSEC FORM 4 Code F$16K2,972 at $5.37filing
21 Sep 2026filed 23 Sep 2026GECC Great Elm CapitalFunds, Shells & SPACsSEC FORM 4 Code A—7,646 at $0.00filing
21 Sep 2026filed 23 Sep 2026GECC Great Elm CapitalFunds, Shells & SPACsSEC FORM 4 Code A—1,372 at $0.00filing
21 Sep 2026filed 23 Sep 2026GECC Great Elm CapitalFunds, Shells & SPACsSEC FORM 4 Code F$16K2,972 at $5.37filing
23 Sep 2025filed 23 Sep 2025GECC Great Elm CapitalFunds, Shells & SPACsSEC FORM 4 Code F$31K2,725 at $11.43filing
23 Sep 2025filed 23 Sep 2025GEG Great Elm GroupSoftwareSEC FORM 4 Code F$15K5,418 at $2.80filing
19 Sep 2025filed 23 Sep 2025GECC Great Elm CapitalFunds, Shells & SPACsSEC FORM 4 Code A—3,820 at $0.00filing
19 Sep 2025filed 23 Sep 2025GECC Great Elm CapitalFunds, Shells & SPACsSEC FORM 4 Code A—1,406 at $0.00filing
19 Sep 2025filed 23 Sep 2025GEG Great Elm GroupSoftwareSEC FORM 4 Code A—9,191 at $0.00filing
24 Sep 2024filed 27 Sep 2024GECC Great Elm CapitalFunds, Shells & SPACsSEC FORM 4 Code J—213 at $0.00filing
24 Sep 2024filed 24 Sep 2024GECC Great Elm CapitalFunds, Shells & SPACsSEC FORM 4 Code J—781 at $0.00filing
20 Sep 2024filed 27 Sep 2024GECC Great Elm CapitalFunds, Shells & SPACsSEC FORM 4 Code J—647 at $0.00filing

News

No headline names them, or the companies they trade most, lately.

Sectors

Financials1

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

Related people

Adam M. KleinmanCCO and Secretary · CCO and Secretary at Great Elm Capital, filing Form 4 there in the last year
Jason W. ReeseDirector and Officer and 10% owner · Insider at Great Elm Group, filing Form 4 there in the last year
Great Elm Group, Inc.10% owner · 10% owner at Great Elm Capital, 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
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