OakChart

Great Elm Group Inc

GEGFinancial·Asset Management·USA·Micro·NASD·Nov 11 • 3:59 PM ET

2.150.00 (0.00%)
2026-11-12 00:11 CET
Market cap
66.32 USD m
Revenue, TTM
20.33 USD m
Net income, TTM
-32.56 USD m
Free cash flow, TTM
-2.54 USD m
EPS diluted, TTM
-1.05
P/E
-
Compare

Price

GEG against its 20, 50 and 200-day averages
2050200
2.002.202.402.602.80111K223KVolumeMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26GEGclose 2.1520-day 2.1650-day 2.16200-day 2.132.1552w high

23.9% under the 52-week high of 2.83 on 18 Jun 2026. 52-week low 1.80 on 30 Mar 2026. Last 15 sessions, 7.1% high to low

Volume 0.19× normal · the line is the 50-bar volume average

Profile

GEG
52-week range, 34% of the way up
1.802.83

Great Elm Group, Inc. engages in providing investment management and real estate management services. It focuses on the business of growing a portfolio of long-duration and permanent capital vehicles across credit, real estate, specialty finance, and other alternative strategies. The company was founded in 1994 and is headquartered in Palm Beach Gardens, FL.

Employees52
IPOJun 11, 1999
Beta0.61
ATR, 14d0.03
Rel volume0.19
Short float1.19%
Insider own32.95%
Inst own40.79%

Snapshot

6 groups

Valuation

Index-
Market Cap66.32M
Enterprise Value55.17M
Income-32.56M
Sales20.33M
Book/sh1.22
Cash/sh2.54
Dividend Est.-
Dividend TTM-
Dividend Ex-DateFeb 03, 2009
Dividend Gr. 3/5Y- -
Payout-
Employees52
IPOJun 11, 1999

Ratios

P/E-
Forward P/E-
PEG-
P/S3.26
P/B1.76
P/C0.85
P/FCF-
EV/EBITDA-
EV/Sales2.71
Quick Ratio2.61
Current Ratio2.89
Debt/Eq1.84
LT Debt/Eq1.09
Option/ShortNo / No

Earnings

EPS (ttm)-1.05
EPS next Y-
EPS next Q-
EPS this Y-
EPS next Y-
EPS next 5Y-
EPS past 3/5Y- -31.90%
Sales past 3/5Y47.46% -14.52%
EPS Y/Y TTM-831.33%
Sales Y/Y TTM-12.05%
EPS Q/Q42.54%
Sales Q/Q-69.06%
EarningsNov 04 AMC
EPS/Sales Surpr.- -

Ownership

Insider Own32.95%
Insider Trans0.00%
Inst Own40.79%
Inst Trans0.29%
ROA-24.57%
ROE-58.97%
ROIC-42.50%
Gross Margin17.35%
Oper. Margin-67.76%
Profit Margin-160.19%
SMA20-0.37%
SMA50-0.66%
SMA2000.71%
Trades-

Technical

Shs Outstand29.94M
Shs Float20.68M
Short Float1.19%
Short Ratio21.35
Short Interest0.25M
52W High2.83 -23.89%
52W Low1.80 19.40%
Volatility2.67% 1.20%
ATR (14)0.03
RSI (14)47.79
Beta0.61
Rel Volume0.19
Avg Volume11.53K
Volume2,218

Performance

Perf Week-2.27%
Perf Month0.00%
Perf Quarter0.00%
Perf Half Y-2.27%
Perf YTD-15.69%
Perf Year-12.24%
Perf 3Y14.67%
Perf 5Y13.16%
Perf 10Y-52.75%
Recom1.00
Target Price20.00
Prev Close2.15
Price2.15
Change %0.00%

Peers

Mkt cap
TickerCompanyMkt cap
MLCIMount Logan Capital Inc39.72M
GECCGreat Elm Capital Corp67.75M
PAXPatria Investments Ltd1.58B
HNNAHennessy Advisors Inc80.22M
AAMIAcadian Asset Management Inc3.43B
GROWU.S. Global Investors Inc31.60M
VCTRVictory Capital Holdings Inc7.77B
WTWisdomTree Inc3.23B
RMCORoyalty Management Holding Corp33.23M
TGEGeneration Essentials Group13.35M

Held by

AUM
TickerCompanyAUM
VTIVanguard Morningstar Total Stock Market ETFAUM: 687.42B
VXFVanguard Extended Market Index ETFAUM: 30.47B
BUSMEA Bridgeway Ultra-Small Company Market ETFAUM: 111.21M
IWCiShares Micro-Cap ETFAUM: 1.22B
BSVOEA Bridgeway Omni Small-Cap Value ETFAUM: 2.44B

News

latest 14 of 172

Quarterly earnings

actual against estimate
PeriodReportedEPS actEPS estEPS repSales actSales estAnalysts
2026Q32026-05-06---0.4463.42--
2026Q22026-02-04---0.4983.00--
2026Q12025-11-12---0.24310.79--
2025Q42025-09-02--0.3605.61--
2025Q32025-05-07---0.1673.20--
2025Q22025-02-05--0.0413.51--
2025Q12024-11-12--0.0774.00--
2024Q42024-08-29---0.0248.92--
2024Q32024-05-08---0.1032.80--
2024Q22024-02-13---0.0122.82--
2024Q12023-11-08--0.0783.31--
2023Q42023-09-20---0.1783.00--
2023Q22023-02-13--0.7281.88--
2023Q12022-11-15---0.29118.58--
2022Q42022-09-12---0.16318.07--
2022Q32022-05-05---0.22016.62--

Annual earnings

PeriodEPS actEPS estEPS repSales actSales est
2010FY0.1200.240-0.840183.3182.21
2011FY-2.520-1.820-3.240155.55160.05
2012FY-0.600-1.1602.04015.0563.88
2013FY-3.480-3.840-6.2400.120.02
2014FY0.480-0.360-0.06036.4030.00
2015FY-4.215-4.440-4.4404.515.05
2016FY-0.784--1.622--

Estimate revisions

last 14 periods
PeriodTypeDateEstimatesUpDownMeanLowHigh
No estimate revisions.

Estimate history

EPS, annual-0.456-0.264-0.511-0.293-0.5560.4-0.0460.332-1.17-1.0483
Period201820192020202120222023202420252026TTM
EPS, quarterly0.0770.041-0.1670.36-0.243-0.498-0.4460.035-0.139
PeriodQ1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26Q4 '26Q1 '27
Sales, annual5.93551.1858.99460.8534.5168.66317.83416.31627.77620.33
Period201820192020202120222023202420252026TTM
Sales, quarterly3.9923.5073.2095.60810.7883.0113.41810.5593.338
PeriodQ1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26Q4 '26Q1 '27
Shares, annual24.71825.35325.5326.61428.50729.54730.49426.55329.77829.941
Period201820192020202120222023202420252026MRQ
Shares, quarterly28.74327.1526.68726.55332.08531.16429.91829.77829.941
PeriodQ1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26Q4 '26Q1 '27

Income statement, annual

Currency USD, millions
MetricTTM2026FY2025FY2024FY2023FY2022FY2021FY2020FY2019FY
Total Revenue20.3327.7816.3217.838.664.5260.8558.9951.18
Cost of Goods Sold Incl. D&A16.8034.1317.6717.9611.357.1463.3949.6345.98
Gross Profit3.53-6.35-1.36-0.13-2.69-2.62-2.549.365.20
Selling, General and Administrative Excl. Other17.097.436.597.658.485.984.975.607.37
Research and Development-----0.000.00--
Other Operating Expense0.200.220.060.050.050.140.070.000.00
Operating Income-13.77-14.01-8.00-7.84-11.21-8.74-7.593.76-2.17
Interest Expense4.134.114.164.336.075.554.954.586.25
Unusual Expense20.1922.24-16.85-2.21-10.95-0.62-2.6914.623.19
Net Income Before Taxes-33.60-37.2815.64-0.8414.68-19.22-6.84-13.30-9.05
Income Taxes-0.45-0.380.090.100.200.081.680.04-2.18
Consolidated Net Income-33.15-36.9115.55-0.9414.48-19.30-8.52-13.35-6.87
Net Income From Continuing Operations-32.56-35.4412.89-1.4016.03-19.99-7.87-13.15-6.64
Net Income-32.56-35.4412.89-1.3914.47-14.89-7.54-12.97-6.64
EPS (Recurring)-0.62-0.660.03-0.100.21-0.57-0.37-0.11-0.17
EPS (Basic, Before Extraordinaries)-1.05-1.170.47-0.050.50-0.56-0.29-0.51-0.26
EPS (Diluted)-1.05-1.170.33-0.050.40-0.56-0.29-0.51-0.26
EBITDA-12.51-12.71-6.75-6.73-10.06-8.221.0814.547.06
Non-Operating Income (Expense)4.493.0810.949.1221.02-5.563.012.132.57
Other After Tax Adjustments0.000.000.000.000.000.000.000.000.00
Stock Option Compensation Expense1.831.801.541.902.052.211.280.400.71
Price To Earnings Ratio----3.09----
Price To Sales Ratio3.152.384.923.029.7012.750.951.002.12
Gross Margin17.35-22.87-8.32-0.73-30.99-58.10-4.1715.8710.16
Operating Margin-67.76-50.44-49.05-43.95-129.41-193.56-12.476.38-4.24
Net Margin-160.19-127.6179.01-7.78166.99-329.78-12.39-21.99-12.98
Shares Outstanding29.9429.7826.5530.4929.5528.5126.6125.5325.35
Market Capitalization66.3266.3257.8457.3862.8262.0059.8559.29108.94

Income statement, quarterly

Currency USD, millions
Metric2027Q12026Q42026Q32026Q22026Q12025Q42025Q32025Q2
Total Revenue3.3410.563.423.0110.795.613.213.51
Cost of Goods Sold Incl. D&A0.3010.940.315.2512.335.154.384.17
Gross Profit3.03-0.383.10-2.24-1.540.46-1.17-0.67
Selling, General and Administrative Excl. Other6.521.706.901.982.171.911.361.31
Other Operating Expense0.000.010.180.020.020.020.020.01
Operating Income-3.49-2.08-3.97-4.23-3.73-1.48-2.56-1.98
Interest Expense1.051.021.031.021.031.061.041.03
Unusual Expense0.80-1.859.8711.362.86-13.092.44-2.43
Net Income Before Taxes-4.150.58-13.43-16.60-7.8315.81-4.501.35
Income Taxes-0.01-0.480.09-0.050.070.090.000.00
Consolidated Net Income-4.151.06-13.52-16.55-7.9015.72-4.501.35
Net Income From Continuing Operations-4.151.06-13.72-15.75-7.0313.57-4.501.18
Net Income-4.151.06-13.72-15.75-7.0313.57-4.501.18
EPS (Recurring)-0.12-0.01-0.22-0.25-0.170.12-0.10-0.02
EPS (Basic, Before Extraordinaries)-0.140.04-0.45-0.50-0.240.51-0.170.04
EPS (Diluted)-0.140.04-0.45-0.50-0.240.36-0.170.04
EBITDA-3.18-1.75-3.66-3.92-3.38-1.14-2.19-1.69
Non-Operating Income (Expense)1.201.841.440.01-0.225.261.531.93
Other After Tax Adjustments0.000.000.000.000.000.000.000.00
Stock Option Compensation Expense0.530.380.470.440.510.620.480.38
Price To Earnings Ratio----7.90---
Price To Sales Ratio3.152.362.523.573.074.792.592.71
Gross Margin90.86-3.5690.84-74.26-14.278.15-36.58-18.99
Operating Margin-104.49-19.71-116.15-140.58-34.54-26.30-79.62-56.37
Net Margin-124.2110.08-401.52-523.21-65.16242.03-140.1433.53
Shares Outstanding29.9429.7829.9231.1632.0826.5526.6927.15
Market Capitalization66.3268.3661.2384.2271.0457.8453.5753.84

Balance sheet, annual

Currency USD, millions
Metric2026FY2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY
Cash & Short Term Investments91.55109.45118.07117.3772.1274.9249.2029.9461.71
Short Term Receivables3.9516.332.263.312.448.189.0510.254.26
Inventories2.409.095.771.740.001.071.471.340.00
Other Current Assets1.733.031.470.729.884.371.600.87-
Total Current Assets99.63137.90127.57123.1484.4488.5361.3342.4063.59
Net Property, Plant & Equipment1.241.600.230.500.7313.6114.2971.1655.68
Total Investments and Advances0.000.000.000.000.000.000.000.000.20
Long-Term Note Receivable-------0.00-
Intangible Assets11.3212.4511.0412.1213.2559.4660.2767.9710.92
Other Assets1.491.991.610.1469.660.2659.561.200.82
Total Assets113.68153.94140.45135.89168.09161.87195.44182.73133.59
Short Term Debt Incl. Current Port. of LT Debt0.340.350.140.360.343.8912.757.022.00
Accounts Payable1.221.030.320.190.015.525.015.16-
Other Current Liabilities6.188.237.916.8319.3423.5911.545.896.51
Total Current Liabilities7.739.618.367.3819.6933.0129.3018.078.51
Long Term Debt64.0662.2361.0563.08101.5672.5344.4095.1558.86
Provision for Risks Charges0.000.000.000.000.000.000.000.000.00
Other Liabilities1.091.420.841.594.580.9253.180.511.64
Total Liabilities72.8873.2770.2572.05125.83106.44126.88113.7369.00
Non-Equity Reserves0.000.000.000.000.000.000.000.000.00
Preferred Stock - Carrying Value0.000.000.000.000.000.000.000.000.00
Common Equity40.8170.3262.7163.8433.5043.2460.7961.0764.36
Total Shareholders Equity40.8170.3262.7163.8433.5043.2460.7961.0764.36
Accumulated Minority Interest0.0010.357.480.008.7612.197.787.930.22
Total Equity40.8180.6770.1963.8442.2555.4268.5768.9964.59
Total Liabilities & Stockholders Equity113.68153.94140.45135.89168.09161.87195.44182.73133.59
Book Value Per Share1.372.652.062.161.171.622.382.412.60
Tangible Book Value Per Share0.992.181.691.750.71-0.610.02-0.272.16
Full-Time Employees5250312438136934932812
Price to Book Ratio1.760.970.840.951.831.070.981.761.35
Return on Assets-26.498.76-1.0210.55-12.12-4.41-6.95-4.20-10.37
Return on Equity-63.7919.38-2.2232.94-52.10-15.13-21.58-10.59-16.70
Return on Invested Capital-33.809.73-1.1211.40-11.03-6.51-12.33-4.25-8.98
Quick Ratio12.5813.4014.5716.464.292.652.042.277.47
Current Ratio12.8914.3415.2616.694.292.682.092.357.47

Cash flow, annual

Currency USD, millions
MetricTTM2026FY2025FY2024FY2023FY2022FY2021FY2020FY2019FY
Net Income-33.15-36.9115.55-0.9414.48-19.30-9.17-13.35-6.87
Depreciation1.261.301.251.111.150.528.6710.789.23
Other Funds (Non Cash)37.8549.47-14.34-4.49-17.2647.99-19.0611.375.57
Funds from Operations5.8713.792.67-4.32-1.6329.21-19.028.845.67
Extraordinary Item0.000.000.000.000.000.000.000.000.00
Changes in Working Capital-8.42-1.91-10.14-8.86-0.740.070.044.41-2.98
Cash from Operating Activities-2.5411.88-7.47-13.18-2.3729.28-18.9813.242.69
Capital Expenditures0.000.000.000.00-0.05-0.83-6.97-8.85-7.66
Net Assets From Acquisitions0.000.00-2.500.000.000.00-0.750.00-48.12
Sale of Fixed Assets and Businesses0.000.000.227.0217.730.036.101.861.54
Purchase or Sale of Investments4.674.659.543.23-0.95-14.97-4.640.000.00
Purchase of Investments-2.14-3.11-11.88-68.59-27.49-20.47-4.670.000.00
Sale Or Maturity of Investments6.817.7721.4171.8326.545.500.040.000.00
Other Uses-0.42-0.09-8.38-0.960.00-24.25-8.750.000.00
Other Sources0.008.000.000.0067.230.004.360.350.00
Cash from Investing Activities4.2512.57-1.119.2983.96-40.02-10.66-6.63-54.24
Cash Dividends Paid0.000.000.000.000.000.000.000.000.00
Change in Capital Stock-6.783.81-7.24-2.100.00-0.0437.580.00-3.50
Repurchase of Common Pref Stock-6.62-6.80-7.24-2.100.00-0.04-0.130.00-5.05
Sale of Common Pref Stock-0.1510.610.000.000.000.0037.710.001.55
Proceedsfrom Stock Options-0.1510.610.000.000.000.0037.710.001.55
Issuance or Reduction of Debt, Net0.000.00-1.76-2.08-41.7725.52-30.9923.9324.63
Change in Long Term Debt0.000.00-1.76-2.08-41.7725.52-30.9923.9324.63
Issuance of Long Term Debt0.000.000.000.000.0025.522.3935.3927.64
Reduction of Long Term Debt0.000.00-1.76-2.08-41.770.00-33.38-11.46-3.00
Net Financing Active Other Cash Flow-8.99-9.180.000.00-5.86-15.526.93-2.16-0.29
Other Financing Activities Uses-8.99-9.180.000.00-5.86-15.52-4.32-2.16-0.29
Cash from Financing Activities-15.77-5.37-9.00-4.18-47.629.9513.5221.7820.84
Net Change in Cash-14.0619.08-17.58-8.0833.97-0.79-16.1228.39-30.71
Free Cash Flow-2.5411.88-7.47-13.18-2.4328.45-25.954.40-4.97
Preferred Dividends (Cash Flow)-0.000.000.000.000.000.000.000.00
Price to Free Cash Flow-5.56---2.02-13.47-
Deferred Taxes & Investment Tax Credit--0.060.220.000.000.000.550.04-2.27

Balance sheet, quarterly

Currency USD, millions
Metric2027Q12026Q42026Q32026Q22026Q12025Q4
Cash & Short Term Investments78.4291.5583.94105.35125.82109.45
Short Term Receivables3.973.954.153.654.9316.33
Inventories8.962.407.186.104.549.09
Other Current Assets1.771.731.945.404.293.03
Total Current Assets93.1399.6397.22120.50139.59137.90
Net Property, Plant & Equipment3.991.241.331.421.511.60
Total Investments and Advances0.000.000.000.000.000.00
Intangible Assets11.0411.3211.6011.8712.1612.45
Other Assets1.851.491.641.691.741.99
Total Assets110.01113.68111.78135.49155.01153.94
Short Term Debt Incl. Current Port. of LT Debt27.310.340.350.350.360.35
Accounts Payable0.921.220.780.171.251.03
Other Current Liabilities4.046.186.2511.156.758.23
Total Current Liabilities32.287.737.3811.688.379.61
Long Term Debt39.9664.0663.1563.1362.2462.23
Provision for Risks Charges0.000.000.000.000.000.00
Other Liabilities1.131.091.420.991.261.42
Total Liabilities73.3672.8871.9475.8071.8773.27
Non-Equity Reserves0.000.000.000.000.000.00
Preferred Stock - Carrying Value0.000.000.000.000.000.00
Common Equity36.6540.8139.8455.7673.7870.32
Total Shareholders Equity36.6540.8139.8455.7673.7870.32
Accumulated Minority Interest0.000.000.003.939.3610.35
Total Equity36.6540.8139.8459.6983.1480.67
Total Liabilities & Stockholders Equity110.01113.68111.78135.49155.01153.94
Book Value Per Share1.221.371.331.792.302.65
Tangible Book Value Per Share0.860.990.941.411.922.18
Full-Time Employees-52---50
Price to Book Ratio1.761.641.051.110.930.97
Return on Assets-24.57-26.49-18.42-10.012.208.76
Return on Equity-58.97-63.79-47.26-23.224.6819.38
Return on Invested Capital-5.411.01-13.33-13.25-5.1710.24
Quick Ratio2.6112.5812.219.8016.1313.40
Current Ratio2.8912.8913.1810.3216.6814.34

Cash flow, quarterly

Currency USD, millions
Metric2027Q12026Q42026Q32026Q22026Q12025Q4
Net Income-4.151.06-13.52-16.55-7.9015.72
Depreciation0.300.330.310.310.340.33
Other Funds (Non Cash)2.396.1311.8917.4514.01-15.11
Funds from Operations-1.487.46-1.321.216.441.16
Extraordinary Item0.000.000.000.000.000.00
Changes in Working Capital-9.13-3.337.15-3.10-2.632.54
Cash from Operating Activities-10.614.135.83-1.893.813.71
Capital Expenditures0.000.000.000.000.000.00
Net Assets From Acquisitions0.000.000.000.000.000.00
Sale of Fixed Assets and Businesses0.000.000.000.000.000.12
Purchase or Sale of Investments1.370.630.062.611.36-0.03
Purchase of Investments-0.06-1.53-0.03-0.53-1.03-0.02
Sale Or Maturity of Investments1.432.160.093.142.38-0.01
Other Uses-0.35-0.01-0.02-0.04-0.01-0.51
Other Sources0.000.000.000.008.000.00
Cash from Investing Activities1.030.610.042.589.34-0.42
Cash Dividends Paid0.000.000.000.000.000.00
Preferred Dividends (Cash Flow)0.000.000.000.000.000.00
Change in Capital Stock-0.58-0.59-2.79-2.8110.00-0.92
Repurchase of Common Pref Stock-0.58-0.60-2.83-2.62-0.76-0.92
Sale of Common Pref Stock0.000.000.03-0.1910.760.00
Proceedsfrom Stock Options0.000.000.03-0.1910.760.00
Issuance or Reduction of Debt, Net0.000.000.000.000.00-1.76
Change in Long Term Debt0.000.000.000.000.00-1.76
Issuance of Long Term Debt0.000.000.000.000.000.00
Reduction of Long Term Debt0.000.000.000.000.00-1.76
Net Financing Active Other Cash Flow-0.110.00-8.77-0.12-0.290.00
Other Financing Activities Uses-0.110.00-8.77-0.12-0.290.00
Cash from Financing Activities-0.69-0.59-11.56-2.939.71-2.68
Net Change in Cash-10.274.15-5.70-2.2422.870.61
Free Cash Flow-10.614.135.83-1.893.813.71
Price to Free Cash Flow-5.525.0218.8233.31-

Revenue breakdown

Administration and Service Fees2025: 1.51M 2026: 2.19M
Management Service, Base2025: 7.04M 2026: 7.15M
Management Service, Incentive2025: 4.07M
Project Management Fees2025: 941.00K 2026: 2.19M
Property Management Fees2025: 1.25M 2026: 1.32M
Real Estate Property Sales2025: 1.19M 2026: 14.74M
Real Estate Rental Income2025: 317.00K 2026: 181.00K
United States2025: 16.32M 2026: 27.78M
Credit2025: 10.32M 2026: 6.07M
Real Estate2025: 5.99M 2026: 21.71M

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-301.19%0.2M20.7M11.77K
2026-10-150.94%0.2M20.9M10.89K
2026-09-300.93%0.2M20.9M10.97K
2026-09-151.29%0.2M14.8M11.22K
2026-08-310.89%0.2M21.1M9.73K
2026-08-140.87%0.2M21.2M9.45K
2026-07-310.92%0.2M21.2M9.85K
2026-07-150.95%0.2M21.2M10.40K
2026-06-300.96%0.2M21.2M11.50K
2026-06-150.93%0.2M21.2M12.93K
2026-05-290.88%0.2M21.7M26.71K
2026-05-150.89%0.2M21.7M31.69K
2026-04-300.88%0.2M21.9M32.51K
2026-04-150.90%0.2M22.8M33.34K
2026-03-310.94%0.2M22.9M32.91K
2026-03-130.67%0.2M22.9M51.49K
2026-02-270.68%0.2M22.9M40.84K
2026-02-130.71%0.2M22.9M38.28K
2026-01-300.70%0.2M22.9M39.20K
2026-01-150.69%0.2M23.1M39.72K

Option chain

expiry 2026-11-11
TypeStrikeBidAskLastIVOpen intVolumeDeltaThetaVega
No option chain for this symbol.

Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-11-048-KCurrent report2026-11-04SEC
2026-11-0410-QQuarterly report pursuant to Section 13 or 15(d)2026-09-30SEC
2026-10-23DEF 14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 19342026-12-16SEC
2026-10-23DEFA14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934SEC
2026-10-238-KCurrent report2026-10-21SEC
2026-09-234Statement of changes in beneficial ownership of securities2026-09-21SEC
2026-09-234Statement of changes in beneficial ownership of securities2026-09-21SEC
2026-09-234Statement of changes in beneficial ownership of securities2026-09-21SEC
2026-09-234Statement of changes in beneficial ownership of securities2026-09-21SEC
2026-09-234Statement of changes in beneficial ownership of securities2026-09-21SEC
2026-09-10SCHEDULE 13D/ASEC
2026-08-268-KCurrent report2026-08-26SEC
2026-08-2610-KAnnual report pursuant to Section 13 or 15(d)2026-06-30SEC
2026-07-144Statement of changes in beneficial ownership of securities2026-07-10SEC
2026-07-14SCHEDULE 13D/ASEC
2026-06-014Statement of changes in beneficial ownership of securities2026-05-28SEC
2026-05-08SCHEDULE 13D/ASEC
2026-05-0610-QQuarterly report pursuant to Section 13 or 15(d)2026-03-31SEC
2026-05-068-KCurrent report2026-05-06SEC
2026-03-054Statement of changes in beneficial ownership of securities2026-03-03SEC
2026-02-048-KCurrent report2026-02-04SEC
2026-02-0410-QQuarterly report pursuant to Section 13 or 15(d)2025-12-31SEC
2026-01-13EFFECTEffectiveness filing by commission orderSEC
2026-01-124Statement of changes in beneficial ownership of securities2026-01-08SEC
2026-01-124Statement of changes in beneficial ownership of securities2026-01-08SEC
2026-01-124Statement of changes in beneficial ownership of securities2026-01-08SEC
2026-01-124Statement of changes in beneficial ownership of securities2026-01-08SEC
2026-01-124Statement of changes in beneficial ownership of securities2026-01-08SEC
2026-01-124Statement of changes in beneficial ownership of securities2026-01-08SEC
2026-01-124Statement of changes in beneficial ownership of securities2026-01-08SEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-110000
2026-100000
2026-090000
2026-080000
2026-070000
2026-060000
2026-050000
2026-040000
2026-030000
2026-020000
2026-010000
2025-120000
2025-110000

Institutional holders

Manager% owned
Northern Right Capital Management, L.P.13.53%
VANGUARD CAPITAL MANAGEMENT LLC1.70%
RENAISSANCE TECHNOLOGIES LLC1.68%
BlackRock, Inc.1.08%
GEODE CAPITAL MANAGEMENT, LLC0.58%
VANGUARD FIDUCIARY TRUST CO0.29%
STATE STREET CORP0.26%
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.13%
MORGAN STANLEY0.13%
CITADEL ADVISORS LLC0.12%

Funds

Fund% owned
VANGUARD TOTAL STOCK MARKET INDEX FUND1.17%
VANGUARD EXTENDED MARKET INDEX FUND0.54%
Fidelity Extended Market Index Fund0.21%
Fidelity Total Market Index Fund0.13%
iShares Micro-Cap ETF0.11%
Ultra-Small Company Market Fund0.11%
Fidelity Series Total Market Index Fund0.09%
Schwab Total Stock Market Index Fund0.03%
Fidelity Nasdaq Composite Index Fund0.02%
Omni Small-Cap Value Fund0.01%

OakChart. GEG. Cached 15 minutes.

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