Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ASURE SOFTWARE INCASUR · Entity 734 | Director | May 28, 2020 | June 03, 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 May 28, 2020 · Filed June 03, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 31,165 |
Reported balance
After 2020-05-28 transaction · row 1
1 source rowRow 1 · 2020-05-28 · Grant · Acquired 7,165 · Balance 31,165 F1: Represents grant of restricted stock units of which one-third will vest on the first anniversary of the grant date and the remainder will vest over the following two years in equal quarterly installments. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents grant of restricted stock units of which one-third will vest on the first anniversary of the grant date and the remainder will vest over the following two years in equal quarterly installments.
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 |
|---|---|---|---|---|---|---|
| May 28, 2020 Filed Jun 3, 2020 00:06 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | GrantCommon Stock | 7,165 | $0.00 | $0.00 |
DisclosureSEC source: 0001185185-20-000791 · ownership.xml · nonDerivative · entry 1 Lathrop Charles W JR · CIK 0001785871 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,165 F1 · shares: Represents grant of restricted stock units of which one-third will vest on the first anniversary of the grant date and the remainder will vest over the following two years in equal quarterly installments. Read SEC document |
| March 17, 2020 Filed Mar 18, 2020 21:23 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | PurchaseCommon Stock | 10,000 | $5.61 | $56,072.00 |
DisclosureSEC source: 0000884144-20-000024 · wf-form4_158456658813916.xml · nonDerivative · entry 1 Lathrop Charles W JR · CIK 0001785871 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,000 Read SEC document |
| September 02, 2019 Filed Sep 4, 2019 22:45 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | GrantStock Option (Option to Buy) · Derivative | 5,000 | $0.00 Strike: $6.44 | $0.00 |
DisclosureSEC source: 0000884144-19-000028 · wf-form4_156763709469100.xml · derivative · entry 1 Lathrop Charles W JR · CIK 0001785871 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2024-09-02 F1 · derivative.exercise_date: Such options will vest as follows: 1/3 on the first anniversary of the grant date and the remaining 2/3rds will vest over the following 2 year period in substantially equal monthly installments. Read SEC document |
| August 23, 2019 Filed Aug 27, 2019 20:13 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | GrantCommon Stock | 500 | $6.34 | $3,171.10 |
DisclosureSEC source: 0000884144-19-000021 · wf-form4_156693681738115.xml · nonDerivative · entry 8 Lathrop Charles W JR · CIK 0001785871 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,000 Read SEC document |
| August 23, 2019 Filed Aug 27, 2019 20:13 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | GrantCommon Stock | 1,000 | $6.36 | $6,361.60 |
DisclosureSEC source: 0000884144-19-000021 · wf-form4_156693681738115.xml · nonDerivative · entry 7 Lathrop Charles W JR · CIK 0001785871 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,500 Read SEC document |
| August 23, 2019 Filed Aug 27, 2019 20:13 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | GrantCommon Stock | 450 | $6.37 | $2,866.50 |
DisclosureSEC source: 0000884144-19-000021 · wf-form4_156693681738115.xml · nonDerivative · entry 6 Lathrop Charles W JR · CIK 0001785871 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 Read SEC document |
| August 23, 2019 Filed Aug 27, 2019 20:13 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | GrantCommon Stock | 1,000 | $6.37 | $6,374.40 |
DisclosureSEC source: 0000884144-19-000021 · wf-form4_156693681738115.xml · nonDerivative · entry 5 Lathrop Charles W JR · CIK 0001785871 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,050 Read SEC document |
| August 23, 2019 Filed Aug 27, 2019 20:13 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | GrantCommon Stock | 2,050 | $6.37 | $13,058.50 |
DisclosureSEC source: 0000884144-19-000021 · wf-form4_156693681738115.xml · nonDerivative · entry 4 Lathrop Charles W JR · CIK 0001785871 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,050 Read SEC document |
| August 23, 2019 Filed Aug 27, 2019 20:13 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | GrantCommon Stock | 2,000 | $6.35 | $12,707.40 |
DisclosureSEC source: 0000884144-19-000021 · wf-form4_156693681738115.xml · nonDerivative · entry 3 Lathrop Charles W JR · CIK 0001785871 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,000 Read SEC document |
| August 23, 2019 Filed Aug 27, 2019 20:13 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | GrantCommon Stock | 2,100 | $6.36 | $13,352.43 |
DisclosureSEC source: 0000884144-19-000021 · wf-form4_156693681738115.xml · nonDerivative · entry 2 Lathrop Charles W JR · CIK 0001785871 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,000 Read SEC document |
| August 23, 2019 Filed Aug 27, 2019 20:13 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | PurchaseCommon Stock | 900 | $6.38 | $5,742.90 |
DisclosureSEC source: 0000884144-19-000021 · wf-form4_156693681738115.xml · nonDerivative · entry 1 Lathrop Charles W JR · CIK 0001785871 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,900 Read SEC document |
| August 19, 2019 Filed Aug 21, 2019 20:12 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | GrantStock Option (Option to Buy) · Derivative | 10,000 | $0.00 Strike: $6.18 | $0.00 |
DisclosureSEC source: 0000884144-19-000018 · wf-form4_156641834183688.xml · derivative · entry 2 Lathrop Charles W JR · CIK 0001785871 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2024-08-19 F3 · derivative.exercise_date: Such options vest in one installment on March 31, 2020. Read SEC document |
| August 19, 2019 Filed Aug 21, 2019 20:12 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | GrantCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000884144-19-000018 · wf-form4_156641834183688.xml · nonDerivative · entry 1 Lathrop Charles W JR · CIK 0001785871 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 F1 · shares: Represents grant of restricted stock units that vest in 2 equal installments of 2,000 units on each of August 19, 2019 and May 20, 2020. F2 · balance_after: Does not include Common Stock of the Issuer held by iSystems Holdings, LLC ("iSystems") an entity in which the Reporting Person has a small equity interest. The Reporting Person does not have voting or dispositive control over the Common Stock of the Issuer held by iSystems. 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.