Adam M Kleinman - Net Worth and Insider Trading

Adam M Kleinman Net Worth

The estimated net worth of Adam M Kleinman is at least $604,378 dollars as of 2024-11-11. 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 $548,067. 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 $56,311. 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 final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Adam M Kleinman has not made any transactions after 2019-11-20 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

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Transaction Summary of Adam M Kleinman

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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 $548,067 and a weighting of 90.68%. Adam M Kleinman also owns 5,537 shares of Great Elm Capital Corp (GECC) as of November 20, 2019, with a value of $56,311 and a weighting of 9.32%.

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 1.75 548,067
GECC Great Elm Capital Corp 2019-11-20 5,537 10.17 56,311

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 1 transactions in Great Elm Capital Corp (GECC) over the past 5 years, including 1 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

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

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.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Adam M Kleinman

Average Return

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Average return per transaction

Outperforming Transactions

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1 out of 9 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) 3.82 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) 2.74 LIMIT LIMIT LIMIT LIMIT LIMIT

Adam M Kleinman Ownership Network

Ownership Network List of Adam M Kleinman

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Ownership Network Relation of Adam M Kleinman

Insider Network Chart

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 14,099 shares made by Matthew A Drapkin , 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 14,099 shares, with a net purchase of 14,099 shares. During the past 18 months, 0 shares of Great Elm Capital Corp (GECC) were sold and 48,711 shares were bought by its insiders, resulting in a net purchase of 48,711 shares.

Great Elm Capital Corp (GECC)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Great Elm Capital Corp Insider Transactions

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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.