Adam M Kleinman - Net Worth and Insider Trading
Adam M Kleinman Net Worth
The estimated net worth of Adam M Kleinman is at least $651,577 dollars as of 2024-05-05. Adam M Kleinman is the See Remarks of Great Elm Group Inc and owns about 313,181 shares of Great Elm Group Inc (GEG) stock worth over $595,044. Adam M Kleinman is also the Chief Compliance Officer of Great Elm Capital Corp and owns about 5,537 shares of Great Elm Capital Corp (GECC) stock worth over $56,533. Details can be seen in Adam M Kleinman's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Adam M Kleinman has not made any transactions after 2019-11-20 and currently still holds the listed stock(s).
Transaction Summary of Adam M Kleinman
Adam M Kleinman Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Adam M Kleinman owns 2 companies in total, including Great Elm Capital Corp (GECC) , and Great Elm Group Inc (GEG) .
Click here to see the complete history of Adam M Kleinman’s form 4 insider trades.
Insider Ownership Summary of Adam M Kleinman
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| GECC | Great Elm Capital Corp | 2019-11-20 | Chief Compliance Officer |
| GEG | Great Elm Group Inc | 2022-09-20 | President |
Adam M Kleinman Latest Holdings Summary
Adam M Kleinman currently owns a total of 2 stocks. Among these stocks, Adam M Kleinman owns 313,181 shares of Great Elm Group Inc (GEG) as of May 25, 2018, with a value of $595,044 and a weighting of 91.32%. Adam M Kleinman also owns 5,537 shares of Great Elm Capital Corp (GECC) as of November 20, 2019, with a value of $56,533 and a weighting of 8.68%.
Latest Holdings of Adam M Kleinman
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| GEG | Great Elm Group Inc | 2018-05-25 | 313,181 | 1.90 | 595,044 |
| GECC | Great Elm Capital Corp | 2019-11-20 | 5,537 | 10.21 | 56,533 |
Holding Weightings of Adam M Kleinman
Adam M Kleinman Form 4 Trading Tracker
According to the SEC Form 4 filings, Adam M Kleinman has made a total of 0 transactions in Great Elm Group Inc (GEG) over the past 5 years. The most-recent trade in Great Elm Group Inc is the acquisition of 20,000 shares on May 25, 2018, which cost Adam M Kleinman around $76,000.
According to the SEC Form 4 filings, Adam M Kleinman has made a total of 3 transactions in Great Elm Capital Corp (GECC) over the past 5 years, including 3 buys and 0 sells. The most-recent trade in Great Elm Capital Corp is the acquisition of 1,250 shares on November 20, 2019, which cost Adam M Kleinman around $59,250.
Insider Trading History of Adam M Kleinman
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Adam M Kleinman Trading Performance
GuruFocus tracks the stock performance after each of Adam M Kleinman's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Adam M Kleinman is -1.13%. GuruFocus also compares Adam M Kleinman's trading performance to market benchmark return within the same time period. The performance of stocks bought by Adam M Kleinman within 3 months outperforms 3 times out of 8 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Adam M Kleinman's insider trading performs compared to the benchmark.
Performance of Adam M Kleinman
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 3.82 | | | | | |
| Relative Return to S&P 500(%) | 2.74 | | | | | |
Adam M Kleinman Ownership Network
Adam M Kleinman Owned Company Details
What does Great Elm Capital Corp do?
Who are the key executives at Great Elm Capital Corp?
Adam M Kleinman is the Chief Compliance Officer of Great Elm Capital Corp. Other key executives at Great Elm Capital Corp include 10 percent owner Great Elm Group, Inc. , CEO and President Matthew D Kaplan , and 10 percent owner & other: Member of 13D 10% Group Northern Right Capital Management, L.p. .
Great Elm Capital Corp (GECC) Insider Trades Summary
Over the past 18 months, Adam M Kleinman made no insider transaction in Great Elm Capital Corp (GECC). Other recent insider transactions involving Great Elm Capital Corp (GECC) include a net purchase of 10,000 shares made by Matthew D Kaplan , a net purchase of 27,000 shares made by Great Elm Group, Inc. , and a net purchase of 5,000 shares made by Mark Kuperschmid .
In summary, during the past 3 months, insiders sold 0 shares of Great Elm Capital Corp (GECC) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Great Elm Capital Corp (GECC) were sold and 44,612 shares were bought by its insiders, resulting in a net purchase of 44,612 shares.
Great Elm Capital Corp (GECC)'s detailed insider trading history can be found in Insider Trading Tracker table.
Great Elm Capital Corp Insider Transactions
Adam M Kleinman Mailing Address
Above is the net worth, insider trading, and ownership report for Adam M Kleinman. You might contact Adam M Kleinman via mailing address: 800 South Street, Suite 230, Waltham Ma 02453.
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