{"filings":[{"id":2494164,"accession_number":"0001193125-26-368715","cik":1831096,"company_name":"Great Elm Group, Inc.","ticker":"GEG","form_type":"8-K","filed_at":"2026-08-26T20:30:16+00:00","items":["2.02","9.01"],"status":"ready","headline":"Great Elm reports fiscal 2026 net loss of $35.4M; Q4 revenue up 88%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Fiscal 2026 net loss of $35.4M vs net income of $12.9M prior year; revenue up 70% to $27.8M.","Q4 revenue $10.6M (+88% YoY); Q4 net income $1.1M vs $13.6M prior year.","FPAUM $590M (+7%), AUM $771M (+2%); raised ~$393M gross capital in fiscal 2026.","GECC-related unrealized losses of $19.1M (stock + SPVs) drove the annual loss; CoreWeave investment returned $8.6M cumulative distributions.","Repurchased 8.1M shares at avg $2.00 ($16.1M); ~$23.9M capacity remains; cash $53.5M."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.17,"consensus_revenue_estimate":null,"consensus_revenue_actual":27776000.0,"consensus_period":"2026-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":67731139.99999999,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":95968,"accession_number":"0001193125-26-208889","cik":1831096,"company_name":"Great Elm Group, Inc.","ticker":"GEG","form_type":"8-K","filed_at":"2026-05-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Great Elm Q3 net loss $13.5M; repurchases 1.4M shares, increases buyback to $40M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $13.5M vs $4.5M prior year; revenue $3.4M up 7%.","Fee-paying AUM $528M (-7% YoY); total AUM $744M (-3%).","Unrealized losses of $9.8M driven by GECC share price volatility.","Repurchased 1.4M shares at avg $2.04; board increased buyback authorization to $40M.","CoreWeave investment: cumulative distributions $6.8M exceeding $5M cost; remaining value ~$7.5M."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.2,"consensus_revenue_estimate":null,"consensus_revenue_actual":17217000.0,"consensus_period":"2026-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":67731139.99999999,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109436,"accession_number":"0001193125-26-037631","cik":1831096,"company_name":"Great Elm Group, Inc.","ticker":"GEG","form_type":"8-K","filed_at":"2026-02-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Great Elm Q2 net loss $16.5M; revenue down, unrealized losses $14.4M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $16.5M vs net income of $1.4M a year ago; revenue fell to $3.0M from $3.5M.","Unrealized loss of $14.4M on GECC stock, SPVs, and CoreWeave; realized gain of $2.3M.","Fee-paying AUM grew 4% YoY to $561M; total AUM $740M.","Repurchased ~1.1M shares (over 3% outstanding) at avg $2.47; $12.3M remaining under $25M buyback.","CoreWeave investment has distributed $5.8M, exceeding $5M original cost; private credit fund orderly wind-down."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.75,"consensus_revenue_estimate":null,"consensus_revenue_actual":13799000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":67731139.99999999,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109435,"accession_number":"0001193125-26-006542","cik":1831096,"company_name":"Great Elm Group, Inc.","ticker":"GEG","form_type":"8-K","filed_at":"2026-01-07T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Great Elm Group realigns segments into Alternative Credit and Real Estate; recasts prior periods","summary_kind":"llm","event_type":"other","confidence":"medium","bullets":["Formed Great Elm Real Estate Ventures, LLC in Q1 FY2026, prompting segment realignment.","New reportable segments: Alternative Credit and Real Estate; replaces prior segment structure.","Chief operating decision maker now reviews performance under the new segment composition.","Prior period segment results recast retrospectively to conform to current presentation.","Recast segment data filed as Exhibit 99.1; does not amend FY2025 audited financials."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":67731139.99999999,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125927,"accession_number":"0000950103-25-015810","cik":1831096,"company_name":"Great Elm Group, Inc.","ticker":"GEG","form_type":"8-K","filed_at":"2025-12-05T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Great Elm stockholders approve 2025 LTI Plan authorizing 5M shares for equity awards","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Stockholders approved the 2025 Long-Term Incentive Compensation Plan with 15.6M votes for (vs 1.8M against).","Plan authorizes up to 5,000,000 shares of common stock for future equity awards (options, SARs, restricted stock, etc.).","All eight director nominees elected; Deloitte ratified as auditor; say-on-pay passed.","Individual annual limit on options/SARs per participant set at 1M shares; non-employee director total cap $500k-$750k."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":67731139.99999999,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125926,"accession_number":"0001193125-25-277632","cik":1831096,"company_name":"Great Elm Group, Inc.","ticker":"GEG","form_type":"8-K","filed_at":"2025-11-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Great Elm Group Q1 FY2026: revenue $10.8M, net loss $7.9M; FPAUM up 9% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $10.8M (vs $4.0M YoY) driven by $7.4M from Monomoy build-to-suit sale.","Net loss $7.9M vs income $3.0M YoY on unrealized losses in GECC and CoreWeave investment.","Pro forma fee-paying AUM $601M, up 10% YoY; total AUM $792M, up 7% YoY.","Raised ~$250M in quarter including KLIM partnership ($150M term loans) and Woodstead equity ($9M).","Board authorized $5M additional stock repurchase; $14.1M remaining capacity; 5.6M shares repurchased at avg $1.93."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.24,"consensus_revenue_estimate":null,"consensus_revenue_actual":10788000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":67731139.99999999,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125925,"accession_number":"0000950103-25-013342","cik":1831096,"company_name":"Great Elm Group, Inc.","ticker":"GEG","form_type":"8-K","filed_at":"2025-10-17T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Director James H. Hugar to retire, will not stand for re-election at 2025 annual meeting","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["James H. Hugar notified Great Elm Group on Oct 13, 2025 of his retirement and decision not to stand for re-election at the 2025 annual meeting.","He will continue serving as director until the date of the 2025 annual meeting.","His departure is not the result of any disagreement with the Company on operations, policies, or procedures.","Chairman and CEO Jason Reese praised Hugar’s accounting expertise and contributions over the past five years."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":67731139.99999999,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":142680,"accession_number":"0001193125-25-194136","cik":1831096,"company_name":"Great Elm Group, Inc.","ticker":"GEG","form_type":"8-K","filed_at":"2025-09-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Great Elm Group posts record Q4 net income $15.7M, book value up 24% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income from continuing ops $15.7M in Q4 vs $0.6M loss prior year; FY net income $15.6M vs $0.9M loss.","Adjusted EBITDA Q4 $1.5M vs $1.2M; total revenue $5.6M, ex property sale up >140% YoY.","Book value per share $2.65, up 24% from prior year; board authorized additional $5M stock buyback.","Kennedy Lewis invested in 4.9% of GEG at $2.11/share; up to $150M term loans to Monomoy REIT ($100M drawn).","Woodstead invested $9M at $2.25/share; Booker Smith appointed to board; GECC raised $15M from affiliate at $11.65/share."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":67731139.99999999,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":142679,"accession_number":"0000950103-25-010788","cik":1831096,"company_name":"Great Elm Group, Inc.","ticker":"GEG","form_type":"8-K","filed_at":"2025-08-27T23:59:59+00:00","items":["1.01","3.02","5.02","8.01","9.01"],"status":"ready","headline":"GEG raises $9M via private placement to Woodstead, appoints Booker Smith to board","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Woodstead invested $9M for 4M GEG shares at $2.25 and 2M 10-year warrants at $3.50/$5.00.","Affiliate of Booker Smith purchased 1.3M newly-issued GECC shares at $11.65 for $15M (9.9% stake).","Booker Smith appointed to GEG board effective Aug 27, 2025; brings credit and real estate expertise.","GEG to release fiscal 2025 earnings on Sept 2 after market close; conference call Sept 3 at 8:30am ET.","Proceeds will be used to expand AUM and enhance profitability; capital also strengthens GECC balance sheet."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":67731139.99999999,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":142678,"accession_number":"0000950103-25-009632","cik":1831096,"company_name":"Great Elm Group, Inc.","ticker":"GEG","form_type":"8-K","filed_at":"2025-07-31T23:59:59+00:00","items":["1.01","2.02","3.02","5.02","8.01","9.01"],"status":"ready","headline":"Great Elm Group announces strategic partnership with KLIM; $150M debt, 4.9% equity stake at ~$2.11/share, board seats","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["KLIM purchased 1,353,885 shares (4.9% of common stock) at ~$2.11/share for ~$2.86M total","KLIM provides up to $150M term loan to Monomoy Properties REIT ($100M initial, $50M option) to accelerate industrial real estate platform growth","KLIM receives 15% profits interest (increasing up to 20%) in newly formed Great Elm Real Estate Ventures","Lloyd Nathan elected to GEG board as independent director, effective July 31, 2025","KLIM appoints a board representative at both GEG and Monomoy REIT"],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":67731139.99999999,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":160739,"accession_number":"0000950170-25-065918","cik":1831096,"company_name":"Great Elm Group, Inc.","ticker":"GEG","form_type":"8-K","filed_at":"2025-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Great Elm Group Reports Fiscal Q3 2025 Results: Revenue Up 15%, Net Loss Widens","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue grew 15% to $3.2 million; net loss from continuing operations was ($4.5) million vs. ($2.9) million a year ago.","Fee-paying AUM and AUM totaled $565 million and $768 million, up 15% and 12% year-over-year, respectively.","Adjusted EBITDA was $0.5 million, compared to $1.2 million in the prior-year period.","Through May 6, 2025, GEG repurchased 4.8 million shares for $8.7 million at an average cost of $1.84 per share.","Acquired Greenfield CRE assets to form Monomoy Construction Services; GECC launched a $100 million at-the-market equity program."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.02,"consensus_revenue_estimate":null,"consensus_revenue_actual":10708000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":67731139.99999999,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":178941,"accession_number":"0000950170-25-014643","cik":1831096,"company_name":"Great Elm Group, Inc.","ticker":"GEG","form_type":"8-K","filed_at":"2025-02-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Great Elm Group reports 24% revenue growth, net income $1.4M in fiscal Q2 2025","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $3.5M (up 24% YoY); net income $1.4M vs loss of $0.2M prior year; Adjusted EBITDA $1.0M.","FPAUM $538M, AUM $751M, up 17% and 14% YoY respectively.","Acquired assets of Greenfield CRE to form Monomoy Construction Services on Feb 4, 2025.","Repurchased ~4.1M shares for $7.4M at avg $1.83; book value $2.30/share; cash $44M.","GECC raised $13.2M equity at NAV in Dec 2024; quarterly base distribution increased to $0.37/share."],"consensus_eps_estimate":0.3899,"consensus_eps_actual":0.12,"consensus_revenue_estimate":null,"consensus_revenue_actual":7499000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":67731139.99999999,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":195622,"accession_number":"0001140361-24-048378","cik":1831096,"company_name":"Great Elm Group, Inc.","ticker":"GEG","form_type":"8-K","filed_at":"2024-12-04T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Great Elm Group 2024 annual meeting results: all director nominees elected","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All six director nominees elected: Drapkin, Hugar, Matter, Parmelee, Reese, Scheyer.","Ratification of Deloitte & Touche as auditor approved with 26.3M votes for, 31K against.","Non-binding advisory vote on executive compensation passed with 16.8M for, 1.7M against.","Board determined future say-on-pay votes will be held annually based on voting results."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":67731139.99999999,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":195621,"accession_number":"0000950170-24-124520","cik":1831096,"company_name":"Great Elm Group, Inc.","ticker":"GEG","form_type":"8-K","filed_at":"2024-11-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Great Elm Group Q1 FPAUM up 24% to $559M, revenue $4.0M (+21% YoY), net income $3.0M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["FPAUM grew 24% YoY to ~$559M; AUM grew 22% to ~$782M.","Total revenue $4.0M (+21% YoY); net income from continuing operations $3.0M vs $2.8M.","Adjusted EBITDA $1.3M vs $1.7M; reversal of $3.5M unrealized losses on SPVs.","Board authorized additional $10M stock buyback (total $20M); 2.5M shares repurchased for $4.6M.","GECC reported record total investment income $11.7M; Credit Income Fund returned >11% net since Nov 2023."],"consensus_eps_estimate":0.3323,"consensus_eps_actual":0.08,"consensus_revenue_estimate":null,"consensus_revenue_actual":3992000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":67731139.99999999,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":195620,"accession_number":"0001140361-24-044550","cik":1831096,"company_name":"Great Elm Group, Inc.","ticker":"GEG","form_type":"8-K","filed_at":"2024-10-29T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"CEO Reese waives voting rights on shares granted by Great Elm Group","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Chairman/CEO Jason Reese waives all voting rights on GEG-issued shares granted as officer/director/employee (Covered Shares).","Waiver automatically terminates if Reese leaves, GEG seeks vote on share issuance/asset sale, his beneficial stake falls below 15%, or third-party takeover filing.","Covered Shares exclude indirectly owned shares or shares acquired outside of GEG grants; transfers of Covered Shares to third parties end the waiver.","Agreement effective October 29, 2024; both parties may extend in writing after a Termination Event."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":67731139.99999999,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":211884,"accession_number":"0000950170-24-106875","cik":1831096,"company_name":"Great Elm Group, Inc.","ticker":"GEG","form_type":"8-K","filed_at":"2024-09-16T23:59:59+00:00","items":["4.01","9.01"],"status":"ready","headline":"Great Elm Group dismisses Grant Thornton, appoints Deloitte as auditor for FY2025","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Audit Committee dismissed Grant Thornton LLP on Sep 11, 2024, effective immediately.","Appointed Deloitte & Touche LLP as independent auditor for fiscal year ending June 30, 2025.","Grant Thornton's reports for FY2024 and FY2023 contained no adverse opinion or qualification.","No disagreements or reportable events occurred during FY2024, FY2023, or subsequent interim period.","No prior consultations with Deloitte regarding accounting principles or audit opinions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":67731139.99999999,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":211883,"accession_number":"0000950170-24-101832","cik":1831096,"company_name":"Great Elm Group, Inc.","ticker":"GEG","form_type":"8-K","filed_at":"2024-08-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Great Elm Q4 revenue triples to $8.9M; net loss narrows to $0.6M; AUM up 6%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $8.9M vs $3.0M a year ago; full-year revenue $17.8M (up 106%).","Q4 net loss from continuing ops ($0.6M) vs ($5.3M); full-year net loss ($0.9M) vs income of $14.5M.","Adjusted EBITDA Q4 $1.2M (vs $0.4M); full-year $4.8M (vs $1.0M).","Fee-paying AUM and AUM each rose 6% in Q4; pro forma AUM $749M (up 17% YoY).","GECC raised $34M debt/equity since April; GEG repurchased 1.2M shares for $2.1M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.05,"consensus_revenue_estimate":null,"consensus_revenue_actual":17834000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":67731139.99999999,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":230673,"accession_number":"0000950170-24-055815","cik":1831096,"company_name":"Great Elm Group, Inc.","ticker":"GEG","form_type":"8-K","filed_at":"2024-05-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Great Elm Group reports 47% revenue growth; 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all director nominees elected","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All six director nominees elected: Drapkin, Hugar, Matter, Parmelee, Reese, Scheyer.","Ratification of Grant Thornton as auditor for FY2024 approved: 26.6M for, 26K against.","Non-binding advisory vote on executive compensation approved: 14.2M for, 4.9M against.","Broker non-votes of approximately 6.8M shares on director elections and say-on-pay."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.15,"market_cap_usd":67731139.99999999,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":266577,"accession_number":"0000950170-23-061234","cik":1831096,"company_name":"Great Elm Group, Inc.","ticker":"GEG","form_type":"8-K","filed_at":"2023-11-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Great Elm Group Q1 revenue up 78% to $3.3M; net income $2.8M vs loss","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Fee-paying AUM $451.4M (+5% YoY); total AUM $640.6M (+3% YoY).","Revenue $3.3M up from $1.9M; net income from cont. ops $2.8M vs ($9.5M) loss.","Adjusted EBITDA $1.7M vs $0.7M; collected $1.3M incentive fees from GECC.","Board authorized $10M stock repurchase program; cash & securities ~$76M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.08,"consensus_revenue_estimate":null,"consensus_revenue_actual":3310000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":67731139.99999999,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":283820,"accession_number":"0000950170-23-048990","cik":1831096,"company_name":"Great Elm Group, Inc.","ticker":"GEG","form_type":"8-K","filed_at":"2023-09-20T23:59:59+00:00","items":["2.02","5.05","9.01"],"status":"ready","headline":"Great Elm Group reports Q4 revenue up 96% YoY to $3.0M; first incentive fees from GECC","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $3.0M (+96% YoY); net loss from continuing ops ($5.3M); adjusted EBITDA $0.4M.","Full-year revenue $8.7M (+92% YoY); net income from continuing ops $14.5M vs loss ($19.3M) prior year.","Fee-paying AUM $448.7M (+10% YoY); total AUM $639.8M (+5% YoY). First-ever incentive fees from GECC: $1.0M.","Balance sheet ~$85M cash and Treasuries; sold DME business for $80M netting ~$26M cash plus Quipt shares.","Leadership: Jason Reese appointed CEO, Keri Davis CFO, Nichole Milz COO during fiscal 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":67731139.99999999,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":303390,"accession_number":"0000950170-23-022269","cik":1831096,"company_name":"Great Elm Group, Inc.","ticker":"GEG","form_type":"8-K","filed_at":"2023-05-15T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"GEG appoints Keri Davis as CFO after Brent Pearson resigns; Davis also remains CFO of GECC","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Brent Pearson resigned as CFO and CAO effective May 15, 2023; will stay as non-executive employee through Oct 31, 2023.","Severance agreement includes $87,500 cash payment on June 30, 2023, and accelerated vesting of unvested shares and options.","Keri Davis appointed CFO, effective immediately; base salary $240,000, target bonus up to $190,000 (50% cash, 50% equity).","Davis, 39, has served as CFO and Treasurer of GECC since March 2019 and was previously SEC Reporting Manager at GEG and GECC.","CEO Jason Reese expressed confidence in Davis' qualifications for the expanded role."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":67731139.99999999,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":303389,"accession_number":"0000950170-23-018067","cik":1831096,"company_name":"Great Elm Group, Inc.","ticker":"GEG","form_type":"8-K","filed_at":"2023-05-05T23:59:59+00:00","items":["2.02","5.02","8.01","9.01"],"status":"ready","headline":"Great Elm Group CEO resigns, new CEO appointed; Q3 revenue up 92%, net loss narrows","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Peter Reed resigned as CEO; Jason Reese appointed Chairman and CEO effective May 4, 2023.","Reed severance: $20,833/month consulting, 9,183 GECC shares vesting, $300K in GECC shares, extended option exercises.","Q3 fiscal 2023: revenue $1.9M (+92% YoY), net loss from continuing ops $0.5M (from $6.5M loss), Adj. EBITDA -$1.2M.","DME business sold for $80M netting ~$26M cash + 346K Quipt shares; Forest sales raised ~$45M total.","Cash and equivalents >$84M; AUM $630.7M, fee-paying AUM $438.3M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":67731139.99999999,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":323020,"accession_number":"0000950170-23-002636","cik":1831096,"company_name":"Great Elm Group, Inc.","ticker":"GEG","form_type":"8-K","filed_at":"2023-02-13T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Great Elm Group reports Q2 net income $29.7M, sells DME for $80M, Forest for ~$45M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1.9M (+84% YoY); net income $29.7M vs loss $4.2M; Adj. EBITDA ($1.2M) unchanged.","Sold DME business for $80M; net cash ~$26M plus 346,028 Quipt shares.","Sold 61% then 19% of Forest for aggregate ~$45M cash.","Pro forma cash ~$90M to deploy across alternative asset management platform.","Retained ~$154M NOL carryforwards, ~$131M expiring June 30, 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":0.55,"consensus_revenue_estimate":null,"consensus_revenue_actual":3739000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":67731139.99999999,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":323019,"accession_number":"0000950170-23-000059","cik":1831096,"company_name":"Great Elm Group, Inc.","ticker":"GEG","form_type":"8-K","filed_at":"2023-01-03T23:59:59+00:00","items":["1.01","2.01","2.03","7.01","8.01","9.01"],"status":"ready","headline":"Great Elm sells majority stake in Forest and DME business for ~$125M total, refocuses on asset management","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Sold 61% of Forest to JPM for $18.4M cash; retains put option on remaining 19% for ~$26.5M, total expected ~$44.9M.","Sold DME business (HC LLC) to Quipt for $80M: $72.8M cash, $5.2M debt assumed, $2M in Quipt stock.","GEG nets ~$26M cash and 346k Quipt shares from DME sale; combined deals add over $70M cash to balance sheet.","Retains ~$154M NOLs, of which ~$131M usable in FY2023 but expire June 30, 2023.","Pro forma cash and investments ~$126M, net debt ~$57.6M; company now focused solely on investment management."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":67731139.99999999,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":341098,"accession_number":"0001140361-22-042544","cik":1831096,"company_name":"Great Elm Group, Inc.","ticker":"GEG","form_type":"8-K","filed_at":"2022-11-21T23:59:59+00:00","items":["5.02","5.07"],"status":"ready","headline":"Great Elm Group stockholders approve 2.9M additional shares under incentive plan at annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Stockholders approved issuance of 2,900,000 additional shares under the 2016 Long-Term Incentive Compensation Plan.","Elected six directors: Drapkin, Hugar, Matter, Parmelee, Reese, Scheyer for one-year terms.","Approved share issuance to repay $5.7M promissory note and $2.0M earnouts related to Monomoy Properties REIT acquisition.","Ratified Grant Thornton as independent auditor for fiscal year ending June 30, 2023.","Advisory vote on executive compensation passed with 12.6M for, 7.0M against, 688K abstain."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":67731139.99999999,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":341097,"accession_number":"0000950170-22-025136","cik":1831096,"company_name":"Great Elm Group, Inc.","ticker":"GEG","form_type":"8-K","filed_at":"2022-11-15T23:59:59+00:00","items":["2.02","3.03","5.03","9.01"],"status":"ready","headline":"Great Elm Group Q1 FY2023: revenue $18.6M (+12%), net loss $8.5M; 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net loss widens to $15M; AUM doubles to $607M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $68.0M (+12% YoY); net loss $(15.0)M vs $(8.5)M; Adj EBITDA $9.3M vs $8.6M.","Acquired Monomoy REIT management agreement in May 2022; AUM grew from $294.7M to $607.0M.","DME revenue $63.5M (+10%); DME Adj EBITDA $13.8M (+11%) despite $2.3M less stimulus.","IM revenue $4.5M (+41%) but Adj EBITDA turned negative $(0.4)M; mark-to-market losses on GECC.","Issued $26.9M of 7.25% Notes due 2027; cash $23M; insider ownership ~40%; NOLs $821M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":67731139.99999999,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":358210,"accession_number":"0001140361-22-032299","cik":1831096,"company_name":"Great Elm Group, Inc.","ticker":"GEG","form_type":"8-K","filed_at":"2022-09-06T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"Great Elm appoints Nichole Milz as COO effective Sep 6, 2022","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Milz receives $275K salary, $225K minimum bonus target, and 48,544 RSUs vesting over 3 years.","Milz brings 20+ years asset management experience, most recently 16 years at Magnetar Capital.","Former COO Adam Kleinman remains President; Milz will oversee operations of the Company and portfolio companies.","Milz holds a Master of Professional Accountancy from UT Austin; she also worked at Citadel and Ernst & Young."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":67731139.99999999,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":376940,"accession_number":"0001140361-22-022440","cik":1831096,"company_name":"Great Elm Group, Inc.","ticker":"GEG","form_type":"8-K","filed_at":"2022-06-09T23:59:59+00:00","items":["1.01","2.03","8.01","9.01"],"status":"ready","headline":"Great Elm Group closes $26.9M offering of 7.25% Notes due 2027","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Completed public offering of $26,945,000 aggregate principal amount of 7.25% Notes due 2027.","Notes mature June 30, 2027; interest at 7.25% per year payable quarterly.","Net proceeds to be used for investments in Monomoy REIT and/or general corporate purposes.","Notes are direct unsecured obligations of Great Elm Group."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":67731139.99999999,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":376939,"accession_number":"0000950170-22-010610","cik":1831096,"company_name":"Great Elm Group, Inc.","ticker":"GEG","form_type":"8-K","filed_at":"2022-05-25T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"Great Elm appoints former BlackRock executive David Matter to board; Peter Reed steps down from board but remains CEO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Peter A. Reed resigned from Great Elm Board on May 24, 2022; he continues as CEO with no dispute.","Board appointed David Matter as director effective May 25, 2022 to fill vacancy.","David Matter is a former BlackRock Managing Director and Co-CIO of BlackRock Alternative Advisors.","Executive Chairman Jason Reese highlighted Matter's experience in growing investment management businesses."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":67731139.99999999,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":376938,"accession_number":"0000950170-22-007975","cik":1831096,"company_name":"Great Elm Group, Inc.","ticker":"GEG","form_type":"8-K","filed_at":"2022-05-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Great Elm Group releases Q3 fiscal 2022 presentation; detailed results unavailable from text","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Furnished a presentation for fiscal third quarter ended March 31, 2022.","Presentation cover page and disclaimer only; no financial figures extractable.","Investors should refer to the full presentation for actual results."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.38,"consensus_revenue_estimate":null,"consensus_revenue_actual":49909000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":67731139.99999999,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":376937,"accession_number":"0001567619-22-009547","cik":1831096,"company_name":"Great Elm Group, Inc.","ticker":"GEG","form_type":"8-K","filed_at":"2022-05-05T23:59:59+00:00","items":["1.01","2.01","2.03","3.02","8.01","9.01"],"status":"ready","headline":"Great Elm Group acquires Monomoy REIT management agreements for $10M; AUM doubles to $572M","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Upfront purchase price of $10M paid with $2.5M in GEG stock, $1.25M in GECC stock, and $6.3M promissory note at 6.5% interest.","GEG committed to invest $15M into Monomoy REIT, intends additional $15M over next 12 months.","ICAM may receive two earnout payments of up to $1M each based on FY2023 and FY2024 financial metrics.","Transaction approved by disinterested directors; Jason Reese (GEG Executive Chairman) is co-founder/CEO of ICAM, creating related-party status.","AUM increases from $224M to $572M; Monomoy REIT holds 108 net-leased industrial properties valued at $348M (as of March 31, 2022)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":67731139.99999999,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":376936,"accession_number":"0001140361-22-017735","cik":1831096,"company_name":"Great Elm Group, Inc.","ticker":"GEG","form_type":"8-K","filed_at":"2022-05-05T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Great Elm Group recasts FY2021 results under new convertible-note accounting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Recast FY2021 (June 2021) financials to early-adopt ASU 2020-06 retrospectively from July 1, 2021.","5.0% Convertible Senior PIK Notes accounted as single liability; no separate equity component.","Prior-period interest expense, equity and EPS retrospectively adjusted; no restatement.","GECC filed 10-K amendment on April 19, 2022 for critical-audit-matter language only.","Filing does not update events after Sept 21, 2021; refer to more recent quarterly reports."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":67731139.99999999,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":376935,"accession_number":"0000950170-22-007589","cik":1831096,"company_name":"Great Elm Group, Inc.","ticker":"GEG","form_type":"8-K","filed_at":"2022-05-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Great Elm Q3 revenue up 20% to $16.6M; net loss widens to $6.1M; acquires Monomoy REIT mgmt for $10M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Consolidated revenue $16.6M (vs $13.8M); net loss $6.1M (vs $2.8M); Adj. EBITDA $1.0M (vs $2.2M).","Acquired Monomoy REIT management agreements for $10M; over 2x AUM; up to $30M growth investment planned.","DME revenue $15.6M (+19.2%); net loss $6.6M (incl. $5.6M intercompany charge); Adj. EBITDA $2.5M vs $3.4M (prior had $2.3M CARES Act benefit).","IM revenue $1.0M (+35.7%); net loss $4.0M (vs $0.7M) due to unrealized losses on GECC investment; Adj. EBITDA ($0.4)M.","Filed S-1 for senior unsecured note offering; terms not disclosed."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.38,"consensus_revenue_estimate":null,"consensus_revenue_actual":49909000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":67731139.99999999,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":395285,"accession_number":"0001564590-22-004637","cik":1831096,"company_name":"Great Elm Group, Inc.","ticker":"GEG","form_type":"8-K","filed_at":"2022-02-10T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Great Elm Group Q2 revenue $16.7M, net loss widens to $4.2M; DME turns profitable","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Consolidated revenue $16.7M (+9% YoY); net loss from continuing ops $4.2M vs $0.9M loss prior year.","DME segment revenue $15.7M (+8.1%); net income $0.9M (vs loss $2.9M); Adjusted EBITDA $2.6M.","IM segment revenue $1.0M (+34.3%); net loss $2.6M (vs income $3.6M) on unrealized GECC losses.","GECC subsidiary acquired majority of Sterling Commercial Credit for $7.5M ($4.9M cash + $2.6M stock).","Company held ~$952M NOL carryforwards as of June 30, 2021."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.17,"consensus_revenue_estimate":null,"consensus_revenue_actual":33287000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":67731139.99999999,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":414002,"accession_number":"0001140361-21-038347","cik":1831096,"company_name":"Great Elm Group, Inc.","ticker":"GEG","form_type":"8-K","filed_at":"2021-11-17T23:59:59+00:00","items":["5.02","5.07"],"status":"ready","headline":"Stockholders approve plan amendment increasing authorized shares by 2M at annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All 8 director nominees elected: Drapkin (9.6M for, 7.7M against), Harbin (12.7M), Hugar (12.3M), Parmelee (10.6M), Reed (12.8M), Reese (13.3M), Scheyer (12.3M), Serota (10.6M).","Amendment to 2016 Long-Term Incentive Plan approved: 14.7M for, 2.6M against; increases share reserve by 2,000,000 shares.","Ratification of Grant Thornton LLP as auditor for FY2022: 24.0M for, 48,110 against, 17,114 abstain.","Non-binding advisory vote on named executive officer compensation: 9.7M for, 6.9M against, 772,492 abstain, 6.7M broker non-votes.","Plan amendment effective November 17, 2021; full amended plan filed as Exhibit 10.1."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":67731139.99999999,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":414001,"accession_number":"0001564590-21-056424","cik":1831096,"company_name":"Great Elm Group, Inc.","ticker":"GEG","form_type":"8-K","filed_at":"2021-11-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Great Elm Q1 revenue $16.5M, net income $0.1M vs year-ago loss; DME and IM improve","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Consolidated revenue $16.5M (up 7% YoY); net income from continuing ops $0.1M vs loss $3.8M.","DME revenue $15.6M (+6.5%), net income $2.1M (vs -$0.5M), Adj EBITDA $5.1M (vs $2.8M).","IM revenue $1.0M; net loss $0.1M (vs -$1.5M), Adj EBITDA $0.1M.","Acquired MedOne power mobility assets and GECC majority stake in Lenders Funding; invested in Sharp Alpha Fund I."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.01,"consensus_revenue_estimate":null,"consensus_revenue_actual":16538000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":67731139.99999999,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":432369,"accession_number":"0001564590-21-048351","cik":1831096,"company_name":"Great Elm Group, Inc.","ticker":"GEG","form_type":"8-K","filed_at":"2021-09-21T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Great Elm Group reports Q4 revenue $16.3M, net loss $1.4M; DME revenue up 11% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Consolidated revenue Q4 $16.3M (up 11% YoY); full-year $60.9M (up 3%).","Net loss Q4 $1.4M vs income $4.1M a year ago; full-year loss $9.3M improved from $13.3M.","DME segment Q4 revenue $15.4M; net income $5.9M boosted by $5.4M fair value adjustment on preferred stock.","IM segment Q4 revenue $0.9M; launched GESOF SPAC fund with $10M seed from GEG.","GECC raised $31.7M via rights offering and $57M senior notes; closed $25M revolver; $952M NOL carryforwards."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":67731139.99999999,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}