| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Chairman & CEO | Director | Chief Executive Officer
2 companies
Patrick Goepel is Chairman & CEO at ASUR and has filed Form 4s across 2 companies. Patrick Goepel's net worth is not public. Form 4 filings only show shares in the companies where this person is an insider; those holdings are worth an estimated $16.5M at current prices.
Historically, Patrick Goepel's trades have earned a middling insider score of 62/100 across 10 rated trades. Over a 12-month horizon, 60.0% of those trades were profitable, with an average 12-month return of +5.8%.
The biggest single holding is ASUR (~$15.1M) as Chairman & CEO. Net of sales, the ASUR filings show accumulation of 270,624 shares.
Patrick Goepel has 61 Form 4 filings on record from March 2015 to May 2026, across 2 companies: Chairman & CEO at Asure Software (ASUR), 2015–2026; Director at Clearfield (CLFD), 2015–2024.
The 97 reported transactions were 38 open-market purchases, 26 stock awards, 16 open-market sales and 7 option or other derivative awards, plus smaller numbers of other types.
Counted by filing, the open-market trades come to 18 purchases worth about $1.8M and 11 sales worth about $3.3M.
The largest open-market purchase was 100,000 shares of ASUR at an average $5.77 on August 15, 2022, about $577K. Twelve months later ASUR was up 168%.
The largest open-market sale was 10,000 shares of CLFD at an average $102.46 on August 3, 2022, about $1.0M. Twelve months later CLFD was down 56%.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Aug 6, 2025 | ASUR Asure Software Inc | Chairman & CEO | Buy | 5,250 | $8.16 | $42,840.00 | +0.4% | -0.4% | +6.3% | |
| May 7, 2024 | ASUR Asure Software Inc | Chairman & CEO | Buy | 100 | $7.28 | $728.00 | - | +20.2% | +32.6% | |
| May 7, 2024 | ASUR Asure Software Inc | Chairman & CEO | Buy | 1,009 | $7.28 | $7,345.52 | - | +20.2% | +32.6% | |
| Dec 14, 2023 | ASUR Asure Software Inc | Chairman & CEO | Buy | 3,000 | $7.83 | $23,490.00 | +0.3% | +9.5% | +21.7% | |
| Aug 15, 2022 | ASUR Asure Software Inc | Chairman & CEO | Buy | 100,000 | $5.77 | $577,320.00 | +12.2% | +26.9% | +168.2% | |
| Aug 3, 2022 | CLFD Clearfield, Inc. | Director | Sell | 10,000 | $102.46 | $1,024,600.00 | -19.8% | +15.3% | -56.2% | |
| Nov 12, 2021 | ASUR Asure Software Inc | Chairman & CEO | Buy | 10,000 | $8.75 | $87,500.00 | +1.2% | -17.2% | -22.4% | |
| Nov 10, 2021 | CLFD Clearfield, Inc. | Director | Sell | 10,424 | $64.43 | $671,618.32 | -17.3% | -2.9% | +36.5% | |
| Aug 24, 2021 | CLFD Clearfield, Inc. | Director | Sell | 6,103 | $45.08 | $275,123.24 | -9.2% | +47.0% | +179.4% | |
| Jul 29, 2021 | CLFD Clearfield, Inc. | Director | Sell | 6,107 | $44.89 | $274,143.23 | -8.4% | +23.4% | +123.1% |