Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ASURE SOFTWARE INCASUR · Entity 734 | Director | July 28, 2026 | July 30, 2026 |
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 July 28, 2026 · Filed July 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Asure Software, Inc. Common Stock ($0.01 par value)SEC Table I · non-derivative | Direct | 51,004 |
Reported balance
After 2026-07-28 transaction · row 1
1 source rowRow 1 · 2026-07-28 · Grant · Acquired 5,420 · Balance 51,004 F1: Represents grant of restricted stock units that vest on May 12, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents grant of restricted stock units that vest on May 12, 2027.
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 |
|---|---|---|---|---|---|---|
| July 28, 2026 Filed Jul 30, 2026 20:39 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | GrantAsure Software, Inc. Common Stock ($0.01 par value) | 5,420 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-051110 · wk-form4_1785443987.xml · nonDerivative · entry 1 GILL DANIEL M · CIK 0001038735 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,004 F1 · kind: Represents grant of restricted stock units that vest on May 12, 2027. Read SEC document |
| May 12, 2026 Filed May 15, 2026 01:51 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | Exercise / conversionStock Option (Option to Buy) · Derivative | 5,000 | $0.00 Strike: $7.86 | $0.00 |
DisclosureSEC source: 0001628280-26-035301 · wk-form4_1778809876.xml · derivative · entry 3 GILL DANIEL M · CIK 0001038735 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Asure Software, Inc. Common Stock ($0.01 par value) · 5,000 shares Expires 2026-05-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Represents grant of employee stock options that vested 1/3rd on the first anniversary of the grant date of May 13, 2021, (the "Grant Date") and the remaining 2/3rds vested 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 |
| May 12, 2026 Filed May 15, 2026 01:51 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | Tax withholdingAsure Software, Inc. Common Stock ($0.01 par value) | 4,581 | $8.58 | $39,304.98 |
DisclosureSEC source: 0001628280-26-035301 · wk-form4_1778809876.xml · nonDerivative · entry 2 GILL DANIEL M · CIK 0001038735 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,584 F1 · kind: These shares represent the payment of exercise price associated with the exercise of stock options that were originally granted on May 13, 2021. Read SEC document |
| May 12, 2026 Filed May 15, 2026 01:51 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | Exercise / conversionAsure Software, Inc. Common Stock ($0.01 par value) | 5,000 | $7.86 | $39,300.00 |
DisclosureSEC source: 0001628280-26-035301 · wk-form4_1778809876.xml · nonDerivative · entry 1 GILL DANIEL M · CIK 0001038735 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,165 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 20:29 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | GrantAsure Software, Inc. Common Stock ($0.01 par value) | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-017291 · wk-form4_1773347346.xml · nonDerivative · entry 1 GILL DANIEL M · CIK 0001038735 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,165 F1 · shares: Represents grant of restricted stock units that vest on February 26, 2027. Read SEC document |
| March 03, 2025 Filed Mar 10, 2025 16:16 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | GrantCommon Stock | 7,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000884144-25-000021 · wk-form4_1741623379.xml · nonDerivative · entry 1 GILL DANIEL M · CIK 0001038735 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,165 F1 · shares: Represents grant of restricted stock units that vest on the first anniversary of the Grant Date. Read SEC document |
| August 29, 2024 Filed Sep 3, 2024 14:01 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | Exercise / conversionStock Option (Option to Buy) · Derivative | 5,000 | $6.44 Strike: $6.44 | $32,200.00 |
DisclosureSEC source: 0000884144-24-000059 · wk-form4_1725372106.xml · derivative · entry 3 GILL DANIEL M · CIK 0001038735 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2024-09-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Grant has a graded vesting schedule. Date Exercisable will vary each vesting tranche. Read SEC document |
| August 29, 2024 Filed Sep 3, 2024 14:01 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | SaleCommon Stock | 5,000 | $8.69 | $43,450.00 |
DisclosureSEC source: 0000884144-24-000059 · wk-form4_1725372106.xml · nonDerivative · entry 2 GILL DANIEL M · CIK 0001038735 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,165 Read SEC document |
| August 29, 2024 Filed Sep 3, 2024 14:01 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | Exercise / conversionCommon Stock | 5,000 | $6.44 | $32,200.00 |
DisclosureSEC source: 0000884144-24-000059 · wk-form4_1725372106.xml · nonDerivative · entry 1 GILL DANIEL M · CIK 0001038735 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,165 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 01, 2024 Filed Jan 2, 2024 21:27 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | GrantCommon Stock | 7,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000884144-24-000016 · wk-form4_1704230849.xml · nonDerivative · entry 1 GILL DANIEL M · CIK 0001038735 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,165 F1 · shares: Represents grant of restricted stock units which will vest on the first anniversary of the grant date. Read SEC document |
| March 06, 2023 Filed Mar 8, 2023 00:37 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | GrantCommon Stock | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000884144-23-000019 · wf-form4_167823585383414.xml · nonDerivative · entry 1 GILL DANIEL M · CIK 0001038735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,165 F1 · shares: Represents grant of restricted stock units which will vest on the first anniversary of the grant date. Read SEC document |
| March 16, 2022 Filed Mar 22, 2022 18:32 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | GrantCommon Stock | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000884144-22-000027 · wf-form4_164797392777327.xml · nonDerivative · entry 1 GILL DANIEL M · CIK 0001038735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,165 F1 · shares: Represents grant of restricted stock units which will vest on the first anniversary of the grant date. Read SEC document |
| May 13, 2021 Filed May 15, 2021 01:12 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | GrantStock Option (Option to Buy) · Derivative | 5,000 | $0.00 Strike: $7.86 | $0.00 |
DisclosureSEC source: 0001628280-21-010415 · wf-form4_162104112973006.xml · derivative · entry 1 GILL DANIEL M · CIK 0001038735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Asure Software, Inc. Common Stock ($0.01 par value) · 5,000 shares Expires 2026-05-13 F1 · derivative.exercise_date: 1. 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 |
| December 18, 2020 Filed Dec 22, 2020 21:19 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | GrantAsure Software, Inc. Common Stock ($0.01 par value) | 100,000 | $7.25 | $725,000.00 |
DisclosureSEC source: 0001185185-20-001774 · ownership.xml · nonDerivative · entry 1 GILL DANIEL M · CIK 0001038735 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Revocable Trust Disclosed balance after: 100,000 Read SEC document |
| June 08, 2020 Filed Jun 9, 2020 21:13 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | SaleCommon Stock, par value $0.01 | 1,026,332 | $6.40 | $6,568,524.80 |
DisclosureSEC source: 0000899243-20-015831 · doc4.xml · nonDerivative · entry 1 GILL DANIEL M · CIK 0001038735 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 F1 · ownership.nature: These shares were sold by iSystems Holdings, LLC. ("Holdings"). Silver Oak iSystems, LLC ("iSystems LLC") is the owner of a controlling interest in Holdings and has the right to appoint a majority of the managers of Holdings. Silver Oak Services Partners II, L.P. ("SOSP II") is the sole member of iSystems LLC. Silver Oak Management II, L.P. ("SOM II") is the general partner of SOSP II. Silver Oak Services Partners, LLC ("SOSP LLC") is the general partner of SOM II. Daniel M. Gill and Gregory M. Barr are the sole members of SOSP LLC, each owning a 50% interest in SOSP LLC, who acting together, have the power to direct the decisions of SOSP II regarding the vote and disposition of securities held directly by Holdings. Consequently, Mr. Gill may be deemed to be an indirect beneficial owner of the shares held directly by Holdings. Mr. Gill expressly disclaims beneficial ownership of shares held directly by Holdings, except to the extent of his pecuniary interest therein. Read SEC document |
| May 28, 2020 Filed Jun 3, 2020 00:40 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | GrantCommon Stock | 7,165 | $0.00 | $0.00 |
DisclosureSEC source: 0001185185-20-000795 · ownership.xml · nonDerivative · entry 1 GILL DANIEL M · CIK 0001038735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,165 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 |
| September 02, 2019 Filed Sep 4, 2019 22:43 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | GrantStock Option (Option to Buy) · Derivative | 5,000 | $0.00 Strike: $6.44 | $0.00 |
DisclosureSEC source: 0000884144-19-000026 · wf-form4_156763698084917.xml · derivative · entry 1 GILL DANIEL M · CIK 0001038735 · 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 24, 2018 Filed Aug 28, 2018 20:39 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | GrantStock Options (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $14.32 | $0.00 |
DisclosureSEC source: 0000899243-18-023378 · doc4.xml · derivative · entry 3 GILL DANIEL M · CIK 0001038735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2023-08-24 F3 · derivative.exercise_date: The options vest on March 31, 2019. Read SEC document |
| August 24, 2018 Filed Aug 28, 2018 20:39 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | GrantCommon Stock, par value $0.01 | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-023378 · doc4.xml · nonDerivative · entry 1 GILL DANIEL M · CIK 0001038735 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 F1 · shares: Represents restricted stock units each having a contingent right to receive one share of the Asure Software Inc.'s common stock. The restricted stock units vest on March 31, 2019. F1 · balance_after: Represents restricted stock units each having a contingent right to receive one share of the Asure Software Inc.'s common stock. The restricted stock units vest on March 31, 2019. Read SEC document |
| June 18, 2018 Filed Jun 18, 2018 20:37 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | SaleCommon Stock, par value $0.01 | 500,000 | $16.45 | $8,225,000.00 |
DisclosureSEC source: 0000899243-18-017012 · doc4.xml · nonDerivative · entry 1 GILL DANIEL M · CIK 0001038735 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 1,026,332 F1 · shares: Represent shares of Asure Software Inc.'s (the "Issuer") common stock sold in an underwritten secondary offering. F2 · price: Represents the sale price to the underwriters in the secondary offering of $16.45 per share. F3 · ownership.nature: These shares are held directly by iSystems Holdings, LLC. ("Holdings"). Silver Oak iSystems, LLC ("iSystems LLC") is the owner of a controlling interest in Holdings and has the right to appoint a majority of the managers of Holdings. Silver Oak Services Partners II, L.P. ("SOSP II") is the sole member of iSystems LLC. Silver Oak Management II, L.P. ("SOM II") is the general partner of SOSP II. Silver Oak Services Partners, LLC ("SOSP LLC") is the general partner of SOM II. Daniel M. Gill and Gregory M. Barr are the sole members of SOSP LLC, each owning a 50% interest in SOSP LLC, who acting together, have the power to direct the decisions of SOSP II regarding the vote and disposition of securities held directly by Holdings. Consequently, Mr. Gill may be deemed to be an indirect beneficial owner of the shares held directly by Holdings. Mr. Gill expressly disclaims beneficial ownership of shares held directly by Holdings, except to the extent of his pecuniary interest therein. F4 · ownership.nature: As a result of this transaction, Holdings, iSystems LLC, SOSP II, SOM II, SOSP LLC and Mr. Barr have direct or indirect ownership of the Issuer of less than 10% and are no longer subject to Section 16 reporting with respect to the Issuer. Holdings, iSystems LLC, SOSP II, SOM II, SOSP LLC and Mr. Barr are filing a separate Form 4 for this transaction. Mr. Gill continues to be subject to Section 16 reporting in his capacity as a Director 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.