Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ASURE SOFTWARE INCASUR · Entity 734 | Chief Financial Officer | August 11, 2020 | August 13, 2020 |
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.
ASURE SOFTWARE INC
Report date August 11, 2020 · Filed August 13, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Asure Software, Inc. Common Stock ($0.01 par value)SEC Table I · non-derivative | Direct | 10,000 |
Reported balance
After 2020-08-11 transaction · row 1
1 source rowRow 1 · 2020-08-11 · Grant · Acquired 10,000 · Balance 10,000 F1: Represents grant of restricted stock units that vest 1/3rd on the first anniversary of the Grant Date and the remaining 2/3rds vest over a period of two years in equal quarterly installments, with the last such vesting date being the third anniversary of the Grant Date. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.77 · Expires 2025-08-11 | Direct | 75,000 |
Reported balance
After 2020-08-11 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2020-08-11 · Grant · Acquired 75,000 · Balance 75,000 F2: Represents grant of employee stock options that vest 1/3rd on the first anniversary of the Grant Date and the remaining 2/3rds vest over a period of two years in equal monthly installments with the last such vesting date being the third anniversary of the Grant Date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents grant of restricted stock units that vest 1/3rd on the first anniversary of the Grant Date and the remaining 2/3rds vest over a period of two years in equal quarterly installments, with the last such vesting date being the third anniversary of the Grant Date.
F2: Represents grant of employee stock options that vest 1/3rd on the first anniversary of the Grant Date and the remaining 2/3rds vest over a period of two years in equal monthly installments with the last such vesting date being the third 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 |
|---|---|---|---|---|---|---|
| August 11, 2020 Filed Aug 13, 2020 21:55 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | GrantEmployee Stock Option (Right to Buy) · Derivative | 75,000 | $0.00 Strike: $6.77 | $0.00 |
DisclosureSEC source: 0001185185-20-001162 · ownership.xml · derivative · entry 2 Powers James · CIK 0001594444 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 Underlying: Common Stock ($0.01 par value) · 75,000 shares Expires 2025-08-11 F2 · derivative.exercise_date: Represents grant of employee stock options that vest 1/3rd on the first anniversary of the Grant Date and the remaining 2/3rds vest over a period of two years in equal monthly installments with the last such vesting date being the third anniversary of the Grant Date. Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 21:55 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | GrantAsure Software, Inc. Common Stock ($0.01 par value) | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001185185-20-001162 · ownership.xml · nonDerivative · entry 1 Powers James · CIK 0001594444 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 F1 · shares: Represents grant of restricted stock units that vest 1/3rd on the first anniversary of the Grant Date and the remaining 2/3rds vest over a period of two years in equal quarterly installments, with the last such vesting date being the third anniversary of the Grant Date. 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.