DAVIS KERI

PrivateCIK: 1770670

Location

WALTHAM, MA

REESE JASON W.

→GREAT ELM CAPITAL CORP.

Mar 5, 2026·Mar 5, 2026

2 txn

REESE JASON W.

→GREAT ELM GROUP, INC.

Mar 5, 2026·Mar 5, 2026

2 txn

NATHAN LLOYD

→GREAT ELM GROUP, INC.

Jan 12, 2026·Jan 12, 2026

1 txn

MATTER DAVID

→GREAT ELM GROUP, INC.

Jan 12, 2026·Jan 12, 2026

2 txn

SCHWARTZ DAVID W.

→GREAT ELM GROUP, INC.

Jan 12, 2026·Jan 12, 2026

2 txn

SMITH BOOKER

→GREAT ELM GROUP, INC.

Jan 12, 2026·Jan 12, 2026

2 txn

PARMELEE JAMES P

→GREAT ELM GROUP, INC.

Jan 12, 2026·Jan 12, 2026

2 txn

SCHEYER ERIC J

→GREAT ELM GROUP, INC.

Jan 12, 2026·Jan 12, 2026

2 txn

SCHWARTZ DAVID W.

→GREAT ELM GROUP, INC.

Dec 9, 2025·Dec 9, 2025

1 txn

REESE JASON W.

→GREAT ELM GROUP, INC.

Nov 13, 2025·Nov 13, 2025

2 txn

KAPLAN MATTHEW D

→GREAT ELM CAPITAL CORP.

Nov 10, 2025·Nov 10, 2025

1 txn

GREAT ELM STRATEGIC PARTNERSHIP I, LLC

→GREAT ELM CAPITAL CORP.

Sep 26, 2025·Sep 26, 2025

2 txn

DAVIS KERI

→GREAT ELM GROUP, INC.

Sep 23, 2025·Sep 23, 2025

2 txn

DAVIS KERI

→GREAT ELM CAPITAL CORP.

Sep 23, 2025·Sep 23, 2025

3 txn

KLEINMAN ADAM M

→GREAT ELM CAPITAL CORP.

Sep 23, 2025·Sep 23, 2025

3 txn

KLEINMAN ADAM M

→GREAT ELM GROUP, INC.

Sep 23, 2025·Sep 23, 2025

2 txn

KAPLAN MATTHEW D

→GREAT ELM CAPITAL CORP.

Sep 23, 2025·Sep 23, 2025

3 txn

MILZ NICHOLE

→GREAT ELM GROUP, INC.

Sep 23, 2025·Sep 23, 2025

2 txn

GREAT ELM GROUP, INC.

→GREAT ELM CAPITAL CORP.

Sep 23, 2025·Sep 23, 2025

2 txn

GREAT ELM STRATEGIC PARTNERSHIP I, LLC

→GREAT ELM CAPITAL CORP.

Sep 23, 2025·Sep 23, 2025

2 txn

REESE JASON W.

→GREAT ELM GROUP, INC.

Sep 23, 2025·Sep 23, 2025

2 txn

GREAT ELM STRATEGIC PARTNERSHIP I, LLC

→GREAT ELM CAPITAL CORP.

Sep 19, 2025·Sep 19, 2025

2 txn

GREAT ELM STRATEGIC PARTNERSHIP I, LLC

→GREAT ELM CAPITAL CORP.

Sep 17, 2025·Sep 17, 2025

1 txn

SMITH BOOKER

→GREAT ELM GROUP, INC.

Sep 9, 2025·Sep 9, 2025

2 txn

NATHAN LLOYD

→GREAT ELM GROUP, INC.

Sep 9, 2025·Sep 9, 2025

1 txn

Page 1 of 14 · 334 total

Filer	Form	Target	Filed	Activity
REESE JASON W.CIK · 1479613	3 Initial	GREAT ELM CAPITAL CORP.CIK · 1675033	Mar 5, 2026 Mar 5, 2026	2txn
REESE JASON W.CIK · 1479613	4 Trade	GREAT ELM GROUP, INC.CIK · 1831096	Mar 5, 2026 Mar 5, 2026	2txn
NATHAN LLOYDCIK · 2080826	4 Trade	GREAT ELM GROUP, INC.CIK · 1831096	Jan 12, 2026 Jan 12, 2026	1txn
MATTER DAVIDCIK · 1931402	4 Trade	GREAT ELM GROUP, INC.CIK · 1831096	Jan 12, 2026 Jan 12, 2026	2txn
SCHWARTZ DAVID W.CIK · 2094133	4 Trade	GREAT ELM GROUP, INC.CIK · 1831096	Jan 12, 2026 Jan 12, 2026	2txn
SMITH BOOKERCIK · 2084069	4 Trade	GREAT ELM GROUP, INC.CIK · 1831096	Jan 12, 2026 Jan 12, 2026	2txn
PARMELEE JAMES PCIK · 1711322	4 Trade	GREAT ELM GROUP, INC.CIK · 1831096	Jan 12, 2026 Jan 12, 2026	2txn
SCHEYER ERIC JCIK · 1589127	4 Trade	GREAT ELM GROUP, INC.CIK · 1831096	Jan 12, 2026 Jan 12, 2026	2txn
SCHWARTZ DAVID W.CIK · 2094133	3 Initial	GREAT ELM GROUP, INC.CIK · 1831096	Dec 9, 2025 Dec 9, 2025	1txn
REESE JASON W.CIK · 1479613	4 Trade	GREAT ELM GROUP, INC.CIK · 1831096	Nov 13, 2025 Nov 13, 2025	2txn
KAPLAN MATTHEW DCIK · 1916576	4 Trade	GREAT ELM CAPITAL CORP.CIK · 1675033	Nov 10, 2025 Nov 10, 2025	1txn
GREAT ELM STRATEGIC PARTNERSHIP I, LLCCIK · 2005039	4 Trade	GREAT ELM CAPITAL CORP.CIK · 1675033	Sep 26, 2025 Sep 26, 2025	2txn
DAVIS KERICIK · 1770670	4 Trade	GREAT ELM GROUP, INC.CIK · 1831096	Sep 23, 2025 Sep 23, 2025	2txn
DAVIS KERICIK · 1770670	4 Trade	GREAT ELM CAPITAL CORP.CIK · 1675033	Sep 23, 2025 Sep 23, 2025	3txn
KLEINMAN ADAM MCIK · 1715823	4 Trade	GREAT ELM CAPITAL CORP.CIK · 1675033	Sep 23, 2025 Sep 23, 2025	3txn
KLEINMAN ADAM MCIK · 1715823	4 Trade	GREAT ELM GROUP, INC.CIK · 1831096	Sep 23, 2025 Sep 23, 2025	2txn
KAPLAN MATTHEW DCIK · 1916576	4 Trade	GREAT ELM CAPITAL CORP.CIK · 1675033	Sep 23, 2025 Sep 23, 2025	3txn
MILZ NICHOLECIK · 1945563	4 Trade	GREAT ELM GROUP, INC.CIK · 1831096	Sep 23, 2025 Sep 23, 2025	2txn
GREAT ELM GROUP, INC.CIK · 1831096	4 Trade	GREAT ELM CAPITAL CORP.CIK · 1675033	Sep 23, 2025 Sep 23, 2025	2txn
GREAT ELM STRATEGIC PARTNERSHIP I, LLCCIK · 2005039	4 Trade	GREAT ELM CAPITAL CORP.CIK · 1675033	Sep 23, 2025 Sep 23, 2025	2txn
REESE JASON W.CIK · 1479613	4 Trade	GREAT ELM GROUP, INC.CIK · 1831096	Sep 23, 2025 Sep 23, 2025	2txn
GREAT ELM STRATEGIC PARTNERSHIP I, LLCCIK · 2005039	4 Trade	GREAT ELM CAPITAL CORP.CIK · 1675033	Sep 19, 2025 Sep 19, 2025	2txn
GREAT ELM STRATEGIC PARTNERSHIP I, LLCCIK · 2005039	4 Trade	GREAT ELM CAPITAL CORP.CIK · 1675033	Sep 17, 2025 Sep 17, 2025	1txn
SMITH BOOKERCIK · 2084069	4 Trade	GREAT ELM GROUP, INC.CIK · 1831096	Sep 9, 2025 Sep 9, 2025	2txn
NATHAN LLOYDCIK · 2080826	4 Trade	GREAT ELM GROUP, INC.CIK · 1831096	Sep 9, 2025 Sep 9, 2025	1txn

Page 1 of 14 · 334 total