Every 8-K that Great Elm Group, Inc. (GEG) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow GEG and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full GEG filings page.
Great Elm Group, Inc. (GEG) reported fiscal 2026 results showing strong top-line growth but a swing to loss driven by investment marks. Full-year revenue was $27.8 million, up about 70% from $16.3 million in 2025, while net loss was $35.4 million versus prior-year net income of $12.9 million, largely due to $22.2 million of net realized and unrealized losses associated with GECC-related investments versus gains a year earlier.
Fourth-quarter revenue rose 88% to $10.6 million, with net income of $1.1 million, down from $13.6 million on lower net unrealized gains. Full-year Adjusted EBITDA was $(3.4) million versus $4.3 million in 2025. GEG and its managed vehicles raised about $393 million of gross capital in fiscal 2026, and fee-paying AUM and total AUM reached $590 million and $771 million, respectively, as of June 30, 2026.
GEG ended the year with a strong liquidity position, holding about $53.5 million in cash and cash equivalents. The company continued capital returns, repurchasing about 8.1 million shares for $16.1 million under a $40 million authorization, leaving roughly $23.9 million of remaining capacity.
Great Elm Group, Inc. reported fiscal third‑quarter 2026 revenue of $3.4 million, up 7% from the prior-year period, but a wider net loss of $13.5 million driven mainly by unrealized losses on investments tied to GECC common stock and related SPVs.
Fee-paying assets under management were $528 million and total AUM was $744 million. Adjusted EBITDA was a loss of $1.6 million. The company ended March 31, 2026 with $45.5 million of cash and equivalents and repurchased about 1.4 million shares, over 4% of its stock, at an average price of $2.04. The board increased the stock repurchase authorization by $15 million to $40 million.
Great Elm Group, Inc. furnished a press release as an exhibit to report on its results of operations and financial condition. The company issued this press release on February 4, 2026, and attached it as Exhibit 99.1 to the current report.
The information in the press release and this report is being treated as furnished rather than filed, which limits certain legal liabilities and how it may be incorporated into other securities law filings.
Great Elm Group, Inc. is providing recast segment financial information from its 2025 annual report to reflect a new segment structure adopted in the first quarter of fiscal 2026.
After forming Great Elm Real Estate Ventures, LLC, the company realigned how management evaluates the business and now reports two segments, Alternative Credit and Real Estate. Prior-period results have been retrospectively recast by segment so they align with this new structure and help readers compare performance over time.
The recast portions of the 2025 Form 10‑K, including business description, management’s discussion and analysis, and financial statements, are provided in Exhibit 99.1. This update is for informational purposes only and does not amend or restate the audited financial statements, nor does it reflect any events or changes after the original 2025 Form 10‑K filing.
Great Elm Group, Inc. (GEG) furnished a press release under Item 2.02 (Results of Operations and Financial Condition) via an 8-K. The company attached Exhibit 99.1, a press release dated November 12, 2025. The information is expressly stated as furnished, not filed under the Exchange Act, which means it is not subject to Section 18 liabilities and is incorporated by reference only if specifically referenced in a future filing.
Great Elm Group (GEG) reported a planned board transition. Director James H. Hugar will retire and not stand for re-election at the Company’s 2025 annual meeting of stockholders. He will continue to serve as a director until the date of that meeting.
The Company stated that Mr. Hugar’s decision is not due to any disagreement regarding operations, policies, or procedures. Chairman and CEO Jason Reese thanked Mr. Hugar for his accounting expertise and contributions as Great Elm transitioned to a focused alternative asset manager.
Great Elm Group, Inc. filed a Form 8-K to report that on September 2, 2025 it issued a press release about its results of operations and financial condition. The company furnished this press release as Exhibit 99.1, stating that it is provided under the Exchange Act but is not deemed filed for liability purposes unless specifically incorporated by reference. The filing also lists the company’s common stock and 7.25% notes due 2027 as being registered on the Nasdaq Global Select Market.
Great Elm Group entered a securities purchase agreement under which Woodstead Value Fund bought 4,000,000 shares of common stock at $2.25 per share, providing gross proceeds of $9,000,000 in a private placement exempt from registration.
The investor also received a Series A warrant to buy 1,000,000 shares at $3.50 and a Series B warrant to buy 1,000,000 shares at $5.00, each with a ten-year term and limited anti-dilution adjustments, with the Series A warrants exercisable after one year and the Series B warrants after three years. Great Elm agreed to register the resale of the purchased securities and to appoint a purchaser-designated independent director, Booker Smith, to the board as long as the investor and affiliates hold at least 2,000,000 shares.