Recent 8-K filings for GEG
Highest-materiality recent filing
Great Elm Group announces strategic partnership with KLIM; $150M debt, 4.9% equity stake at ~$2.11/share, board seats
- 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
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Great Elm Q3 net loss $13.5M; repurchases 1.4M shares, increases buyback to $40M
Net loss of $13.5M vs $4.5M prior year; revenue $3.4M up 7%.
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Great Elm Q2 net loss $16.5M; revenue down, unrealized losses $14.4M
Net loss of $16.5M vs net income of $1.4M a year ago; revenue fell to $3.0M from $3.5M.
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Great Elm Group realigns segments into Alternative Credit and Real Estate; recasts prior periods
Formed Great Elm Real Estate Ventures, LLC in Q1 FY2026, prompting segment realignment.
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Great Elm stockholders approve 2025 LTI Plan authorizing 5M shares for equity awards
Stockholders approved the 2025 Long-Term Incentive Compensation Plan with 15.6M votes for (vs 1.8M against).
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Great Elm Group Q1 FY2026: revenue $10.8M, net loss $7.9M; FPAUM up 9% YoY
Revenue $10.8M (vs $4.0M YoY) driven by $7.4M from Monomoy build-to-suit sale.
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Director James H. Hugar to retire, will not stand for re-election at 2025 annual meeting
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.
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Great Elm Group posts record Q4 net income $15.7M, book value up 24% YoY
Net income from continuing ops $15.7M in Q4 vs $0.6M loss prior year; FY net income $15.6M vs $0.9M loss.
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GEG raises $9M via private placement to Woodstead, appoints Booker Smith to board
Woodstead invested $9M for 4M GEG shares at $2.25 and 2M 10-year warrants at $3.50/$5.00.
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KLIM purchased 1,353,885 shares (4.9% of common stock) at ~$2.11/share for ~$2.86M total
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Great Elm Group Reports Fiscal Q3 2025 Results: Revenue Up 15%, Net Loss Widens
Total revenue grew 15% to $3.2 million; net loss from continuing operations was ($4.5) million vs. ($2.9) million a year ago.
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Great Elm Group reports 24% revenue growth, net income $1.4M in fiscal Q2 2025
Revenue $3.5M (up 24% YoY); net income $1.4M vs loss of $0.2M prior year; Adjusted EBITDA $1.0M.
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Great Elm Group 2024 annual meeting results: all director nominees elected
All six director nominees elected: Drapkin, Hugar, Matter, Parmelee, Reese, Scheyer.
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Great Elm Group Q1 FPAUM up 24% to $559M, revenue $4.0M (+21% YoY), net income $3.0M
FPAUM grew 24% YoY to ~$559M; AUM grew 22% to ~$782M.
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CEO Reese waives voting rights on shares granted by Great Elm Group
Chairman/CEO Jason Reese waives all voting rights on GEG-issued shares granted as officer/director/employee (Covered Shares).
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Great Elm Group dismisses Grant Thornton, appoints Deloitte as auditor for FY2025
Audit Committee dismissed Grant Thornton LLP on Sep 11, 2024, effective immediately.
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Great Elm Q4 revenue triples to $8.9M; net loss narrows to $0.6M; AUM up 6%
Q4 revenue $8.9M vs $3.0M a year ago; full-year revenue $17.8M (up 106%).
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Great Elm Group reports 47% revenue growth; net loss widens on unrealized loss
Revenue up 47% YoY to $2.8M; adjusted EBITDA of $1.2M vs loss of $0.3M in prior year.
Earnings & guidance
Materiality & sentiment trend
Max materiality 0.80 · Median 0.65 · Most common event earnings