Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ASURE SOFTWARE INCASUR · Entity 734 | Director · Chairman & CEO | May 07, 2026 | May 11, 2026 |
| Clearfield, Inc.CLFD · Entity 5688 | Director | February 23, 2024 | February 27, 2024 |
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 07, 2026 · Filed May 11, 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 | 1,547,362 |
Ending reported balance
After 2026-05-07 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-05-07 · Exercise / conversion · Acquired 60,000 · Balance 1,587,622 Row 2 · 2026-05-07 · Tax withholding · Disposed 54,768 · Balance 1,532,854 F1: These shares represent the payment of exercise price and tax liability associated with the exercise of stock options that were originally granted on May 13, 2021. Row 3 · 2026-05-07 · Exercise / conversion · Acquired 90,000 · Balance 1,622,854 Row 4 · 2026-05-07 · Tax withholding · Disposed 75,492 · Balance 1,547,362 F2: These shares represent the payment of exercise price and tax liability associated with the exercise of stock options that were originally granted on March 16, 2022. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $7.86 · Expires 2026-05-13 | Direct | 0 |
Reported balance
After 2026-05-07 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-05-07 · Exercise / conversion · Disposed 60,000 · Balance 0 F3: 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. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.74 · Expires 2027-03-16 | Direct | 0 |
Reported balance
After 2026-05-07 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-05-07 · Exercise / conversion · Disposed 90,000 · Balance 0 F4: Represents grant of employee stock options that vested 1/3rd on the first anniversary of the grant date of March 16, 2022, (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. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares represent the payment of exercise price and tax liability associated with the exercise of stock options that were originally granted on May 13, 2021.
F2: These shares represent the payment of exercise price and tax liability associated with the exercise of stock options that were originally granted on March 16, 2022.
F3: 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.
F4: Represents grant of employee stock options that vested 1/3rd on the first anniversary of the grant date of March 16, 2022, (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.
Clearfield, Inc.
Report date February 23, 2024 · Filed February 27, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 43,407 |
Reported balance
After 2024-02-23 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-02-23 · Grant · Acquired 2,039 · Balance 43,407 F1: Restrictions on Restricted Stock lapse the first business day prior to the 2025 Annual Meeting of Shareholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Restrictions on Restricted Stock lapse the first business day prior to the 2025 Annual Meeting of Shareholders.
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 07, 2026 Filed May 11, 2026 20:32 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 90,000 | $0.00 Strike: $6.74 | $0.00 |
DisclosureSEC source: 0001628280-26-033568 · wk-form4_1778531548.xml · derivative · entry 6 Goepel Patrick · CIK 0001472118 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Asure Software, Inc. Common Stock ($0.01 par value) · 90,000 shares Expires 2027-03-16 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. F4 · derivative.exercise_date: Represents grant of employee stock options that vested 1/3rd on the first anniversary of the grant date of March 16, 2022, (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 07, 2026 Filed May 11, 2026 20:32 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 60,000 | $0.00 Strike: $7.86 | $0.00 |
DisclosureSEC source: 0001628280-26-033568 · wk-form4_1778531548.xml · derivative · entry 5 Goepel Patrick · CIK 0001472118 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Asure Software, Inc. Common Stock ($0.01 par value) · 60,000 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. F3 · 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 07, 2026 Filed May 11, 2026 20:32 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | Tax withholdingAsure Software, Inc. Common Stock ($0.01 par value) | 75,492 | $9.18 | $693,016.56 |
DisclosureSEC source: 0001628280-26-033568 · wk-form4_1778531548.xml · nonDerivative · entry 4 Goepel Patrick · CIK 0001472118 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,547,362 F2 · kind: These shares represent the payment of exercise price and tax liability associated with the exercise of stock options that were originally granted on March 16, 2022. Read SEC document |
| May 07, 2026 Filed May 11, 2026 20:32 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | Exercise / conversionAsure Software, Inc. Common Stock ($0.01 par value) | 90,000 | $6.74 | $606,600.00 |
DisclosureSEC source: 0001628280-26-033568 · wk-form4_1778531548.xml · nonDerivative · entry 3 Goepel Patrick · CIK 0001472118 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,622,854 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 |
| May 07, 2026 Filed May 11, 2026 20:32 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | Tax withholdingAsure Software, Inc. Common Stock ($0.01 par value) | 54,768 | $9.18 | $502,770.24 |
DisclosureSEC source: 0001628280-26-033568 · wk-form4_1778531548.xml · nonDerivative · entry 2 Goepel Patrick · CIK 0001472118 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,532,854 F1 · kind: These shares represent the payment of exercise price and tax liability associated with the exercise of stock options that were originally granted on May 13, 2021. Read SEC document |
| May 07, 2026 Filed May 11, 2026 20:32 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | Exercise / conversionAsure Software, Inc. Common Stock ($0.01 par value) | 60,000 | $7.86 | $471,600.00 |
DisclosureSEC source: 0001628280-26-033568 · wk-form4_1778531548.xml · nonDerivative · entry 1 Goepel Patrick · CIK 0001472118 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,587,622 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 |
| February 27, 2026 Filed Mar 3, 2026 22:04 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | GrantAsure Software, Inc. Common Stock ($0.01 par value) | 120,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-014014 · wk-form4_1772575474.xml · nonDerivative · entry 1 Goepel Patrick · CIK 0001472118 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,527,622 F1 · shares: Represents the settlement of performance stock units awarded as payment for the achievement of performance metrics granted on January 1, 2025, of which 38.89% vest on the date hereof, with the remainder vesting in equal monthly installments beginning on the first day of the calendar month after the date hereof, as described in the Issuer's proxy statement for the 2025 annual meeting of shareholders. Read SEC document |
| January 01, 2026 Filed Jan 5, 2026 23:06 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | GrantAsure Software, Inc. Common Stock ($0.01 par value) | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-000698 · wk-form4_1767654388.xml · nonDerivative · entry 1 Goepel Patrick · CIK 0001472118 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,407,622 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 |
| August 06, 2025 Filed Aug 6, 2025 22:43 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | PurchaseAsure Software, Inc. Common Stock ($0.01 par value) | 5,250 | $8.16 | $42,840.00 |
DisclosureSEC source: 0000884144-25-000095 · wk-form4_1754520214.xml · nonDerivative · entry 1 Goepel Patrick · CIK 0001472118 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,307,622 F1 · price: The price in column 4 is the weighted average price for the entire number of shares purchased. These shares were purchased in multiple transactions at prices ranging from $8.12 to $8.20. The Reporting Person undertakes to provide Asure Software, Inc., any security holder thereof, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth herein. Read SEC document |
| June 27, 2025 Filed Jun 30, 2025 21:06 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 150,000 | $0.00 Strike: $6.43 | $0.00 |
DisclosureSEC source: 0000884144-25-000076 · wk-form4_1751317570.xml · derivative · entry 3 Goepel Patrick · CIK 0001472118 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Asure Software, Inc. Common Stock ($0.01 par value) · 150,000 shares Expires 2025-06-30 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 stock options that vested 1/3rd on the first anniversary of the grant date of June 30, 2020, (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 |
| June 27, 2025 Filed Jun 30, 2025 21:06 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | Tax withholdingAsure Software, Inc. Common Stock ($0.01 par value) | 118,293 | $9.87 | $1,167,551.91 |
DisclosureSEC source: 0000884144-25-000076 · wk-form4_1751317570.xml · nonDerivative · entry 2 Goepel Patrick · CIK 0001472118 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,302,372 F1 · kind: These shares represent the payment of exercise price and tax liability associated with the exercise of stock options that were originally granted on June 30, 2020. Read SEC document |
| June 27, 2025 Filed Jun 30, 2025 21:06 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | Exercise / conversionAsure Software, Inc. Common Stock ($0.01 par value) | 150,000 | $6.43 | $964,500.00 |
DisclosureSEC source: 0000884144-25-000076 · wk-form4_1751317570.xml · nonDerivative · entry 1 Goepel Patrick · CIK 0001472118 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,420,665 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 11, 2025 Filed Mar 12, 2025 19:55 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | GrantAsure Software, Inc. Common Stock ($0.01 par value) | 48,668 | $0.00 | $0.00 |
DisclosureSEC source: 0000884144-25-000034 · wk-form4_1741809326.xml · nonDerivative · entry 1 Goepel Patrick · CIK 0001472118 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,270,665 F1 · shares: Represents the settlement of performance stock units awarded as payment for the achievement of performance metrics granted on January 1, 2024, of which 1/3 vest on the date herof, 1/3 vest on January 2, 2026, and 1/3 vest on January 2, 2027, as described in the Issuer's proxy statement for the 2024 annual meeting of shareholders. Read SEC document |
| March 06, 2025 Filed Mar 17, 2025 20:50 UTC Amendment | ASURE SOFTWARE INC ASUR · Entity 734 | GrantAsure Software, Inc. Common Stock ($0.01 par value) | 48,668 | $0.00 | $0.00 |
DisclosureSEC source: 0000884144-25-000045 · wk-form4a_1742244604.xml · nonDerivative · entry 1 Goepel Patrick · CIK 0001472118 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,270,665 F1 · date: This Form 4/A amends the Form 4 filed on March 12, 2025, solely to correct an administrative error with respect to the transaction date. F2 · shares: Represents the settlement of performance stock units awarded as payment for the achievement of performance metrics granted on January 1, 2024, of which 1/3 vested on March 6, 2025, 1/3 vest on January 2, 2026, and 1/3 vest on January 2, 2027, as described in the Issuer's proxy statement for the 2024 annual meeting of shareholders. Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 22:38 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | GrantAsure Software, Inc. Common Stock ($0.01 par value) | 80,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000884144-25-000004 · wk-form4_1735943918.xml · nonDerivative · entry 1 Goepel Patrick · CIK 0001472118 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,221,997 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 |
| May 07, 2024 Filed May 7, 2024 21:14 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | PurchaseAsure Software, Inc. Common Stock ($0.01 par value) | 100 | $7.28 | $728.00 |
DisclosureSEC source: 0000884144-24-000045 · wk-form4_1715116474.xml · nonDerivative · entry 1 Goepel Patrick · CIK 0001472118 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,141,997 Read SEC document |
| May 07, 2024 Filed May 7, 2024 21:03 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | PurchaseAsure Software, Inc. Common Stock ($0.01 par value) | 1,009 | $7.28 | $7,345.52 |
DisclosureSEC source: 0000884144-24-000043 · wk-form4_1715115780.xml · nonDerivative · entry 1 Goepel Patrick · CIK 0001472118 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,141,897 Read SEC document |
| February 26, 2024 Filed Feb 26, 2024 22:47 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | GrantAsure Software, Inc. Common Stock ($0.01 par value) | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000884144-24-000024 · wk-form4_1708987616.xml · nonDerivative · entry 1 Goepel Patrick · CIK 0001472118 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,140,888 F1 · shares: Represents the settlement of performance stock units awarded as payment for the achievement of performance metrics granted on January 1, 2023, of which 1/3 vest on the date hereof, 1/3 vest on January 2, 2025, and 1/3 vest on January 2, 2026, as described in the Issuer's proxy statement for the 2023 annual meeting of stockholders. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 16:02 UTC | Clearfield, Inc. CLFD · Entity 5688 | GrantCommon Stock | 2,039 | $0.00 | $0.00 |
DisclosureSEC source: 0000796505-24-000008 · primary_doc.xml · nonDerivative · entry 1 Goepel Patrick · CIK 0001472118 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,407 F1 · security: Restrictions on Restricted Stock lapse the first business day prior to the 2025 Annual Meeting of Shareholders. Read SEC document |
| January 01, 2024 Filed Jan 2, 2024 21:24 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | GrantAsure Software, Inc. Common Stock ($0.01 par value) | 70,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000884144-24-000015 · wk-form4_1704230661.xml · nonDerivative · entry 1 Goepel Patrick · CIK 0001472118 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,040,888 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 |
| December 14, 2023 Filed Dec 14, 2023 22:00 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | PurchaseAsure Software, Inc. Common Stock ($0.01 par value) | 3,000 | $7.83 | $23,490.00 |
DisclosureSEC source: 0000884144-23-000063 · wk-form4_1702591242.xml · nonDerivative · entry 1 Goepel Patrick · CIK 0001472118 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 970,888 Read SEC document |
| February 24, 2023 Filed Feb 27, 2023 22:19 UTC | Clearfield, Inc. CLFD · Entity 5688 | GrantCommon Stock | 974 | $0.00 | $0.00 |
DisclosureSEC source: 0000796505-23-000011 · primary_doc.xml · nonDerivative · entry 1 Goepel Patrick · CIK 0001472118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,368 F1 · security: Restrictions on Restricted Stock lapse the first business day prior to the 2024 Annual Meeting of Shareholders. Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 22:04 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | GrantAsure Software, Inc. Common Stock ($0.01 par value) | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000884144-23-000004 · wf-form4_167286986179012.xml · nonDerivative · entry 1 Goepel Patrick · CIK 0001472118 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 967,888 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 |
| August 15, 2022 Filed Aug 15, 2022 22:21 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | PurchaseAsure Software, Inc. Common Stock ($0.01 par value) | 18,000 | $5.56 | $100,080.00 |
DisclosureSEC source: 0000884144-22-000063 · wf-form4_166060007388645.xml · nonDerivative · entry 2 Goepel Patrick · CIK 0001472118 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 917,888 Read SEC document |
| August 12, 2022 Filed Aug 15, 2022 22:21 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | PurchaseAsure Software, Inc. Common Stock ($0.01 par value) | 82,000 | $5.82 | $477,240.00 |
DisclosureSEC source: 0000884144-22-000063 · wf-form4_166060007388645.xml · nonDerivative · entry 1 Goepel Patrick · CIK 0001472118 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 899,888 F1 · price: Represents the weighted average purchase price for the entire number of shares purchased. The actual purchase prices ranged from $5.61 to $5.91 per share. Read SEC document |
| August 03, 2022 Filed Aug 4, 2022 21:42 UTC | Clearfield, Inc. CLFD · Entity 5688 | SaleCommon Stock | 10,000 | $102.46 | $1,024,600.00 |
DisclosureSEC source: 0000796505-22-000020 · primary_doc.xml · nonDerivative · entry 1 Goepel Patrick · CIK 0001472118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,394 F1 · price: The price in column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $101.5 to $103.2. Read SEC document |
| March 16, 2022 Filed Mar 22, 2022 18:33 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | GrantEmployee Stock Option (Right to Buy) · Derivative | 90,000 | $0.00 Strike: $6.74 | $0.00 |
DisclosureSEC source: 0000884144-22-000033 · wf-form4_164797402544509.xml · derivative · entry 1 Goepel Patrick · CIK 0001472118 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,000 Underlying: Asure Software, Inc. Common Stock ($0.01 par value) · 90,000 shares Expires 2027-03-16 F1 · 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 |
| February 25, 2022 Filed Feb 28, 2022 21:22 UTC | Clearfield, Inc. CLFD · Entity 5688 | GrantCommon Stock | 394 | $0.00 | $0.00 |
DisclosureSEC source: 0000796505-22-000011 · primary_doc.xml · nonDerivative · entry 1 Goepel Patrick · CIK 0001472118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,394 F1 · shares: Restrictions on Restricted Stock lapse the first business day prior to the 2023 Annual Meeting of Shareholders. Read SEC document |
| November 12, 2021 Filed Nov 12, 2021 21:57 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | PurchaseAsure Software, Inc. Common Stock ($0.01 par value) | 10,000 | $8.75 | $87,500.00 |
DisclosureSEC source: 0000884144-21-000028 · wf-form4_163675420418122.xml · nonDerivative · entry 1 Goepel Patrick · CIK 0001472118 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 817,888 Read SEC document |
| November 10, 2021 Filed Nov 12, 2021 15:57 UTC | Clearfield, Inc. CLFD · Entity 5688 | SaleCommon Stock | 10,424 | $64.43 | $671,618.32 |
DisclosureSEC source: 0000796505-21-000025 · primary_doc.xml · nonDerivative · entry 1 Goepel Patrick · CIK 0001472118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 F1 · price: The price in column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $64.02 to $64.77. Read SEC document |
| August 24, 2021 Filed Aug 25, 2021 21:16 UTC | Clearfield, Inc. CLFD · Entity 5688 | SaleCommon Stock | 6,103 | $45.08 | $275,123.24 |
DisclosureSEC source: 0000796505-21-000024 · primary_doc.xml · nonDerivative · entry 1 Goepel Patrick · CIK 0001472118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,424 F1 · price: The price in column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $45.00 to $45.29. Read SEC document |
| July 29, 2021 Filed Aug 2, 2021 17:34 UTC | Clearfield, Inc. CLFD · Entity 5688 | SaleCommon Stock | 6,107 | $44.89 | $274,143.23 |
DisclosureSEC source: 0000796505-21-000020 · primary_doc.xml · nonDerivative · entry 1 Goepel Patrick · CIK 0001472118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,447 F1 · price: The price in column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $44.75 to $45.12. Read SEC document |
| May 13, 2021 Filed May 15, 2021 01:17 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | GrantEmployee Stock Option (Right to Buy) · Derivative | 60,000 | $0.00 Strike: $7.86 | $0.00 |
DisclosureSEC source: 0001628280-21-010419 · wf-form4_162104145484129.xml · derivative · entry 1 Goepel Patrick · CIK 0001472118 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 Underlying: Asure Software, Inc. Common Stock ($0.01 par value) · 60,000 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 |
| February 26, 2021 Filed Mar 1, 2021 18:40 UTC | Clearfield, Inc. CLFD · Entity 5688 | SaleCommon Stock | 1,166 | $32.00 | $37,312.00 |
DisclosureSEC source: 0000796505-21-000012 · primary_doc.xml · nonDerivative · entry 2 Goepel Patrick · CIK 0001472118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,554 Read SEC document |
| February 26, 2021 Filed Mar 1, 2021 18:40 UTC | Clearfield, Inc. CLFD · Entity 5688 | GrantCommon Stock | 424 | $0.00 | $0.00 |
DisclosureSEC source: 0000796505-21-000012 · primary_doc.xml · nonDerivative · entry 1 Goepel Patrick · CIK 0001472118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,720 F1 · shares: Restrictions on restricted stock lapse the first business day prior to the 2022 Annual Meeting of Shareholders. Read SEC document |
| February 08, 2021 Filed Feb 8, 2021 21:47 UTC | Clearfield, Inc. CLFD · Entity 5688 | SaleCommon Stock | 3,747 | $34.40 | $128,896.80 |
DisclosureSEC source: 0000796505-21-000005 · primary_doc.xml · nonDerivative · entry 1 Goepel Patrick · CIK 0001472118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,296 Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 21:23 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | GrantAsure Software, Inc. Common Stock ($0.01 par value) | 30,000 | $7.25 | $217,500.00 |
DisclosureSEC source: 0001185185-20-001776 · form4-goepel060418.xml · nonDerivative · entry 1 Goepel Patrick · CIK 0001472118 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 807,888 Read SEC document |
| November 16, 2020 Filed Nov 17, 2020 23:23 UTC | Clearfield, Inc. CLFD · Entity 5688 | SaleCommon Stock | 1,706 | $23.23 | $39,630.38 |
DisclosureSEC source: 0000796505-20-000024 · primary_doc.xml · nonDerivative · entry 3 Goepel Patrick · CIK 0001472118 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held by spouse Disclosed balance after: 0 F4 · price: The price in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.23 to $23.23. Read SEC document |
| November 16, 2020 Filed Nov 17, 2020 23:23 UTC | Clearfield, Inc. CLFD · Entity 5688 | SaleCommon Stock | 21,370 | $23.92 | $511,170.40 |
DisclosureSEC source: 0000796505-20-000024 · primary_doc.xml · nonDerivative · entry 1 Goepel Patrick · CIK 0001472118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,043 F1 · price: The price in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.61 to $24.20. F2 · balance_after: Includes 3,747 shares held jointly with spouse. Read SEC document |
| November 13, 2020 Filed Nov 17, 2020 23:23 UTC | Clearfield, Inc. CLFD · Entity 5688 | SaleCommon Stock | 2,378 | $23.13 | $55,003.14 |
DisclosureSEC source: 0000796505-20-000024 · primary_doc.xml · nonDerivative · entry 2 Goepel Patrick · CIK 0001472118 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held by spouse Disclosed balance after: 1,706 F3 · price: The price in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.10 to $23.24. Read SEC document |
| November 10, 2020 Filed Nov 12, 2020 23:06 UTC | Clearfield, Inc. CLFD · Entity 5688 | SaleCommon Stock | 2,933 | $24.37 | $71,477.21 |
DisclosureSEC source: 0000796505-20-000023 · primary_doc.xml · nonDerivative · entry 2 Goepel Patrick · CIK 0001472118 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held by spouse Disclosed balance after: 4,084 Read SEC document |
| November 10, 2020 Filed Nov 12, 2020 23:06 UTC | Clearfield, Inc. CLFD · Entity 5688 | SaleCommon Stock | 1,214 | $24.50 | $29,743.00 |
DisclosureSEC source: 0000796505-20-000023 · primary_doc.xml · nonDerivative · entry 1 Goepel Patrick · CIK 0001472118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,413 F1 · balance_after: Includes 20,156 shares held jointly with spouse. Read SEC document |
| August 18, 2020 Filed Aug 20, 2020 21:37 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | GrantAsure Software, Inc. Common Stock ($0.01 par value) | 1,492 | $6.53 | $9,742.76 |
DisclosureSEC source: 0001185185-20-001225 · form4-goepel060418.xml · nonDerivative · entry 5 Goepel Patrick · CIK 0001472118 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 777,888 Read SEC document |
| August 18, 2020 Filed Aug 20, 2020 21:37 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | GrantAsure Software, Inc. Common Stock ($0.01 par value) | 1,004 | $6.52 | $6,546.08 |
DisclosureSEC source: 0001185185-20-001225 · form4-goepel060418.xml · nonDerivative · entry 4 Goepel Patrick · CIK 0001472118 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 776,396 Read SEC document |
| August 18, 2020 Filed Aug 20, 2020 21:37 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | GrantAsure Software, Inc. Common Stock ($0.01 par value) | 2,252 | $6.51 | $14,660.52 |
DisclosureSEC source: 0001185185-20-001225 · form4-goepel060418.xml · nonDerivative · entry 3 Goepel Patrick · CIK 0001472118 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 775,392 Read SEC document |
| August 18, 2020 Filed Aug 20, 2020 21:37 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | GrantAsure Software, Inc. Common Stock ($0.01 par value) | 3,500 | $6.50 | $22,732.50 |
DisclosureSEC source: 0001185185-20-001225 · form4-goepel060418.xml · nonDerivative · entry 2 Goepel Patrick · CIK 0001472118 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 773,140 Read SEC document |
| August 18, 2020 Filed Aug 20, 2020 21:37 UTC | ASURE SOFTWARE INC ASUR · Entity 734 | GrantAsure Software, Inc. Common Stock ($0.01 par value) | 1,752 | $6.50 | $11,388.00 |
DisclosureSEC source: 0001185185-20-001225 · form4-goepel060418.xml · nonDerivative · entry 1 Goepel Patrick · CIK 0001472118 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 769,640 Read SEC document |
| August 17, 2020 Filed Aug 19, 2020 19:19 UTC | Clearfield, Inc. CLFD · Entity 5688 | SaleCommon Stock | 5,095 | $19.01 | $96,855.95 |
DisclosureSEC source: 0000796505-20-000018 · primary_doc.xml · nonDerivative · entry 2 Goepel Patrick · CIK 0001472118 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held by spouse Disclosed balance after: 7,017 Read SEC document |
| August 10, 2020 Filed Aug 11, 2020 18:17 UTC | Clearfield, Inc. CLFD · Entity 5688 | SaleCommon Stock | 2,347 | $19.13 | $44,898.11 |
DisclosureSEC source: 0000796505-20-000017 · primary_doc.xml · nonDerivative · entry 3 Goepel Patrick · CIK 0001472118 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held by spouse Disclosed balance after: 12,112 F2 · price: This transaction was executed in multiple trades at prices ranging from $19.04 to $19.25. The price reported above reflects the weighted average sale price. The number of shares sold at each separate price is available upon request. Read SEC document |
| August 07, 2020 Filed Aug 11, 2020 18:17 UTC | Clearfield, Inc. CLFD · Entity 5688 | SaleCommon Stock | 200 | $19.13 | $3,826.00 |
DisclosureSEC source: 0000796505-20-000017 · primary_doc.xml · nonDerivative · entry 2 Goepel Patrick · CIK 0001472118 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held by spouse Disclosed balance after: 14,459 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.