Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Forest Investments, Inc.GEC · Entity 144097 | Director | June 11, 2020 | June 12, 2020 |
| Great Elm Group, Inc.GEG · Entity 7060 | Director | January 08, 2026 | January 13, 2026 |
| Meet Group, Inc.MEET · Entity 146774 | Director | June 27, 2017 | July 21, 2017 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Forest Investments, Inc.
Report date June 11, 2020 · Filed June 12, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 74,221 |
Reported balance
After 2020-06-11 transaction · row 1
1 source rowRow 1 · 2020-06-11 · Purchase · Acquired 6,000 · Balance 74,221 F1: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $2.50 to $2.62, inclusive. The Reporting Person undertakes to provide to Great Elm Capital Group, Inc. ("GEC"), any security holder of GEC, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased in each transaction at each separate price within the ranges set forth herein. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $2.50 to $2.62, inclusive. The Reporting Person undertakes to provide to Great Elm Capital Group, Inc. ("GEC"), any security holder of GEC, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased in each transaction at each separate price within the ranges set forth herein.
Great Elm Group, Inc.
Report date January 08, 2026 · Filed January 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 464,462 |
Reported balance
After 2026-01-08 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-01-08 · Grant · Acquired 26,531 · Balance 464,462 F1: The Reporting Person was awarded 26,531 shares of restricted stock, which vest in equal quarterly installments on the end of each quarter beginning on March 31, 2026 through December 31, 2026, contingent upon continued service as a member of the board of directors of Great Elm Group, Inc. ("GEG"). |
| Common StockSEC Table I · non-derivative | Direct | 513,442 |
Reported balance
After 2026-01-08 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-01-08 · Grant · Acquired 48,980 · Balance 513,442 F2: The Reporting Person was awarded 48,980 shares of restricted stock, which vest in equal quarterly installments on the end of each quarter beginning on March 31, 2026 through December 31, 2026, contingent upon continued service as a member of the board of directors of GEG. These shares were awarded at the Reporting Person's election in lieu of a cash retainer. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person was awarded 26,531 shares of restricted stock, which vest in equal quarterly installments on the end of each quarter beginning on March 31, 2026 through December 31, 2026, contingent upon continued service as a member of the board of directors of Great Elm Group, Inc. ("GEG").
F2: The Reporting Person was awarded 48,980 shares of restricted stock, which vest in equal quarterly installments on the end of each quarter beginning on March 31, 2026 through December 31, 2026, contingent upon continued service as a member of the board of directors of GEG. These shares were awarded at the Reporting Person's election in lieu of a cash retainer.
Meet Group, Inc.
Report date June 27, 2017 · Filed July 21, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,000 |
Reported balance
After 2017-06-27 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-06-27 · Grant · Acquired 17,000 · Balance 17,000 F1: Mr. Parmelee received a restricted stock award of 17,000 shares of the Company's common stock, as part of the annual non-employee director compensation program. All of the restrictions on the restricted stock will lapse on the first anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Mr. Parmelee received a restricted stock award of 17,000 shares of the Company's common stock, as part of the annual non-employee director compensation program. All of the restrictions on the restricted stock will lapse on the first anniversary of the grant date.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 08, 2026 Filed Jan 13, 2026 02:07 UTC | Great Elm Group, Inc. GEG · Entity 7060 | GrantCommon Stock | 48,980 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-26-000403 · dp239879_4-parmelee.xml · nonDerivative · entry 2 Parmelee James P · CIK 0001711322 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 513,442 F2 · ownership.direct: The Reporting Person was awarded 48,980 shares of restricted stock, which vest in equal quarterly installments on the end of each quarter beginning on March 31, 2026 through December 31, 2026, contingent upon continued service as a member of the board of directors of GEG. These shares were awarded at the Reporting Person's election in lieu of a cash retainer. Read SEC document |
| January 08, 2026 Filed Jan 13, 2026 02:07 UTC | Great Elm Group, Inc. GEG · Entity 7060 | GrantCommon Stock | 26,531 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-26-000403 · dp239879_4-parmelee.xml · nonDerivative · entry 1 Parmelee James P · CIK 0001711322 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 464,462 F1 · ownership.direct: The Reporting Person was awarded 26,531 shares of restricted stock, which vest in equal quarterly installments on the end of each quarter beginning on March 31, 2026 through December 31, 2026, contingent upon continued service as a member of the board of directors of Great Elm Group, Inc. ("GEG"). Read SEC document |
| January 03, 2025 Filed Jan 7, 2025 21:30 UTC | Great Elm Group, Inc. GEG · Entity 7060 | GrantCommon Stock | 46,704 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-25-000448 · form4.xml · nonDerivative · entry 2 Parmelee James P · CIK 0001711322 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 437,714 F2 · ownership.direct: The Reporting Person was awarded 46,704 shares of restricted stock, which vest in equal quarterly installments on the end of each quarter beginning on March 31, 2025 through December 31, 2025, contingent upon continued service as a member of the board of directors of GEG. Read SEC document |
| January 03, 2025 Filed Jan 7, 2025 21:30 UTC | Great Elm Group, Inc. GEG · Entity 7060 | GrantCommon Stock | 35,714 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-25-000448 · form4.xml · nonDerivative · entry 1 Parmelee James P · CIK 0001711322 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 391,227 F1 · ownership.direct: The Reporting Person was awarded 35,714 shares of restricted stock, which vest in equal monthly installments on the end of each month beginning on January 31, 2025 through December 31, 2025, contingent upon continued service as a member of the board of directors of Great Elm Group, Inc. ("GEG"). Read SEC document |
| January 03, 2024 Filed Jan 5, 2024 00:51 UTC | Great Elm Group, Inc. GEG · Entity 7060 | GrantCommon Stock | 45,455 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-24-000779 · form4.xml · nonDerivative · entry 2 Parmelee James P · CIK 0001711322 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 355,513 F2 · ownership.direct: The Reporting Person was awarded 45,455 shares of restricted stock, which vest in equal quarterly installments on the end of each quarter beginning on March 31, 2024 through December 31, 2024, contingent upon continued service as a member of the board of directors of GEG. Read SEC document |
| January 03, 2024 Filed Jan 5, 2024 00:51 UTC | Great Elm Group, Inc. GEG · Entity 7060 | GrantCommon Stock | 34,759 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-24-000779 · form4.xml · nonDerivative · entry 1 Parmelee James P · CIK 0001711322 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 310,058 F1 · ownership.direct: The Reporting Person was awarded 34,759 shares of restricted stock, which vest in equal monthly installments on the end of each month beginning on January 31, 2024 through December 31, 2024, contingent upon continued service as a member of the board of directors of Great Elm Group, Inc. ("GEG"). Read SEC document |
| January 05, 2023 Filed Jan 10, 2023 00:25 UTC | Great Elm Group, Inc. GEG · Entity 7060 | GrantCommon Stock | 38,462 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-23-001107 · form4.xml · nonDerivative · entry 2 Parmelee James P · CIK 0001711322 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 275,299 F2 · ownership.direct: The Reporting Person was awarded 38,462 shares of restricted stock, which vest in equal quarterly installments on the end of each quarter beginning on March 31, 2023 through December 31, 2023, contingent upon continued service as a member of the board of directors of GEG. Read SEC document |
| January 05, 2023 Filed Jan 10, 2023 00:25 UTC | Great Elm Group, Inc. GEG · Entity 7060 | GrantCommon Stock | 29,412 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-23-001107 · form4.xml · nonDerivative · entry 1 Parmelee James P · CIK 0001711322 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236,837 F1 · ownership.direct: The Reporting Person was awarded 29,412 shares of restricted stock, which vest in equal monthly installments on the end of each month beginning on January 31, 2023 through December 31, 2023, contingent upon continued service as a member of the board of directors of Great Elm Group, Inc. ("GEG"). Read SEC document |
| May 09, 2022 Filed May 11, 2022 01:13 UTC | Great Elm Group, Inc. GEG · Entity 7060 | PurchaseCommon Stock | 10,000 | $1.75 | $17,485.00 |
DisclosureSEC source: 0001140361-22-018539 · form4.xml · nonDerivative · entry 1 Parmelee James P · CIK 0001711322 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 207,425 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $1.7200 to $1.7500, inclusive. The Reporting Person undertakes to provide to Great Elm Group, Inc. ("GEG"), any security holder of GEG, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased in each transaction at each separate price within the ranges set forth herein. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 21:42 UTC | Great Elm Group, Inc. GEG · Entity 7060 | GrantCommon Stock | 41,262 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-22-000682 · form4.xml · nonDerivative · entry 2 Parmelee James P · CIK 0001711322 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,425 F2 · ownership.direct: The Reporting Person was awarded 41,262 shares of restricted stock, which vest in equal quarterly installments on the end of each quarter beginning on March 31, 2022 through December 31, 2022, contingent upon continued service as a member of the board of directors of GEG. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 21:42 UTC | Great Elm Group, Inc. GEG · Entity 7060 | GrantCommon Stock | 31,553 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-22-000682 · form4.xml · nonDerivative · entry 1 Parmelee James P · CIK 0001711322 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,163 F1 · ownership.direct: The Reporting Person was awarded 31,553 shares of restricted stock, which vest in equal monthly installments on the end of each month beginning on January 31, 2022 through December 31, 2022, contingent upon continued service as a member of the board of directors of Great Elm Group, Inc. ("GEG"). Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 21:04 UTC | Great Elm Group, Inc. GEG · Entity 7060 | GrantCommon Stock | 17,932 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-023374 · form4.xml · nonDerivative · entry 1 Parmelee James P · CIK 0001711322 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,610 F1 · ownership.direct: The Reporting Person was awarded 17,932 restricted stock units, 50% of which vest on September 30, 2021, and the remainder of which vest on December 31, 2021, contingent upon continued service as a member of the board of directors of Great Elm Group, Inc. Read SEC document |
| June 03, 2021 Filed Jun 4, 2021 21:56 UTC | Great Elm Group, Inc. GEG · Entity 7060 | PurchaseCommon Stock | 5,000 | $2.75 | $13,750.50 |
DisclosureSEC source: 0000899243-21-022099 · doc4.xml · nonDerivative · entry 1 Parmelee James P · CIK 0001711322 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,678 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $2.7400 to $2.7600, inclusive. The Reporting Person undertakes to provide to Great Elm Group, Inc. ("GEG"), any security holder of GEG, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased in each transaction at each separate price within the ranges set forth herein. Read SEC document |
| March 19, 2021 Filed Mar 23, 2021 23:10 UTC | Great Elm Group, Inc. GEG · Entity 7060 | GrantCommon Stock | 19,751 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-009680 · form4.xml · nonDerivative · entry 2 Parmelee James P · CIK 0001711322 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,678 F2 · ownership.direct: The Reporting Person was awarded 19,751 restricted stock units, one-tenth of which vested on March 19, 2021, and the remainder of which vest in equal monthly installments on the first of each month beginning April 1, 2021 through December 1, 2021, contingent upon continued service as a member of the board of directors of Great Elm Group, Inc. ("GEG"). Read SEC document |
| March 19, 2021 Filed Mar 23, 2021 23:10 UTC | Great Elm Group, Inc. GEG · Entity 7060 | GrantCommon Stock | 7,706 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-009680 · form4.xml · nonDerivative · entry 1 Parmelee James P · CIK 0001711322 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,927 F1 · ownership.direct: The Reporting Person was awarded 7,706 restricted stock units that fully vested on March 19, 2021. Read SEC document |
| June 11, 2020 Filed Jun 12, 2020 19:49 UTC | Forest Investments, Inc. GEC · Entity 144097 | PurchaseCommon Stock | 6,000 | $2.58 | $15,480.00 |
DisclosureSEC source: 0000899243-20-016426 · doc4.xml · nonDerivative · entry 1 Parmelee James P · CIK 0001711322 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,221 F1 · shares: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $2.50 to $2.62, inclusive. The Reporting Person undertakes to provide to Great Elm Capital Group, Inc. ("GEC"), any security holder of GEC, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased in each transaction at each separate price within the ranges set forth herein. F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $2.50 to $2.62, inclusive. The Reporting Person undertakes to provide to Great Elm Capital Group, Inc. ("GEC"), any security holder of GEC, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased in each transaction at each separate price within the ranges set forth herein. Read SEC document |
| November 08, 2019 Filed Dec 12, 2019 18:19 UTC | Forest Investments, Inc. GEC · Entity 144097 | GrantCommon Stock | 18,482 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-029088 · doc4.xml · nonDerivative · entry 1 Parmelee James P · CIK 0001711322 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,221 F1 · shares: The Reporting Person was awarded restricted shares that vest commencing November 1, 2019, with one-twelfth vesting each monthly anniversary of such date, contingent upon continued service as a member of the board of directors of Great Elm Capital Group, Inc. Read SEC document |
| March 12, 2019 Filed Mar 14, 2019 17:45 UTC | Forest Investments, Inc. GEC · Entity 144097 | PurchaseCommon Stock | 4,000 | $3.75 | $15,000.00 |
DisclosureSEC source: 0000899243-19-007739 · doc4.xml · nonDerivative · entry 1 Parmelee James P · CIK 0001711322 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,739 F1 · balance_after: Includes 13,115 shares of unvested restricted stock. Read SEC document |
| November 07, 2018 Filed Nov 9, 2018 21:37 UTC | Forest Investments, Inc. GEC · Entity 144097 | GrantCommon Stock | 19,673 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-028638 · doc4.xml · nonDerivative · entry 2 Parmelee James P · CIK 0001711322 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,739 F2 · shares: The Reporting Person was awarded restricted shares that vest commencing November 1, 2018, with one-twelfth vesting each monthly anniversary of such date, contingent upon continued service as a member of the board of directors of Great Elm Capital Group, Inc. Read SEC document |
| November 07, 2018 Filed Nov 9, 2018 21:37 UTC | Forest Investments, Inc. GEC · Entity 144097 | GrantCommon Stock | 7,707 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-028638 · doc4.xml · nonDerivative · entry 1 Parmelee James P · CIK 0001711322 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,066 F1 · shares: The Reporting Person was awarded restricted shares that fully vested on November 7, 2018. Read SEC document |
| June 27, 2017 Filed Jul 21, 2017 16:02 UTC | Meet Group, Inc. MEET · Entity 146774 | GrantCommon Stock | 17,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-17-012932 · rdgdoc.xml · nonDerivative · entry 1 Parmelee James P · CIK 0001711322 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,000 F1 · security: Mr. Parmelee received a restricted stock award of 17,000 shares of the Company's common stock, as part of the annual non-employee director compensation program. All of the restrictions on the restricted stock will lapse on the first anniversary of the grant date. Read SEC document |
| June 20, 2017 Filed Aug 1, 2017 12:19 UTC | Forest Investments, Inc. GEC · Entity 144097 | GrantCOMMON STOCK | 18,359 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-019398 · doc4.xml · nonDerivative · entry 1 Parmelee James P · CIK 0001711322 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,359 F1 · kind: The Reporting Person was awarded restricted stock units that vest in full on June 12, 2018 contingent upon continued service as a member of the board of directors of the Issuer. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.