Red Oak Partners, Llc - Net Worth and Insider Trading

Red Oak Partners, Llc Net Worth

The estimated net worth of Red Oak Partners, Llc is at least $41 Million dollars as of 2024-03-28. Red Oak Partners, Llc is the 10% Owner of SMTC Corp and owns about 3,265,339 shares of SMTC Corp (SMTX) stock worth over $20 Million. Red Oak Partners, Llc is the 10% Owner of Electromed Inc and owns about 807,687 shares of Electromed Inc (ELMD) stock worth over $13 Million. Red Oak Partners, Llc is also the 10% Owner of Issuer Direct Corp and owns about 291,800 shares of Issuer Direct Corp (ISDR) stock worth over $4 Million. Besides these, Red Oak Partners, Llc also holds Asure Software Inc (ASUR) , RF Industries Ltd (RFIL) . Details can be seen in Red Oak Partners, Llc's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Red Oak Partners, Llc has not made any transactions after 2020-08-10 and currently still holds the listed stock(s).

Transaction Summary of Red Oak Partners, Llc

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Red Oak Partners, Llc Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Red Oak Partners, Llc owns 8 companies in total, including Asure Software Inc () , SMTC Corp () , and Electromed Inc () among others .

Click here to see the complete history of Red Oak Partners, Llc’s form 4 insider trades.

Insider Ownership Summary of Red Oak Partners, Llc

Ticker Comapny Transaction Date Type of Owner
Asure Software Inc 2020-08-10 director
SMTC Corp 2019-12-10 10 percent owner
Electromed Inc 2017-10-03 10 percent owner
Issuer Direct Corp 2017-05-31 10 percent owner
CBA Florida Inc 2015-05-14 10 percent owner
Planar Systems Inc 2014-08-19 director
RF Industries Ltd 2011-10-03 director
CLST Holdings Inc 2009-02-13 10 percent owner

Red Oak Partners, Llc Latest Holdings Summary

Red Oak Partners, Llc currently owns a total of 5 stocks. Among these stocks, Red Oak Partners, Llc owns 3,265,339 shares of SMTC Corp (SMTX) as of December 13, 2017, with a value of $20 Million and a weighting of 47.66%. Red Oak Partners, Llc owns 807,687 shares of Electromed Inc (ELMD) as of October 3, 2017, with a value of $13 Million and a weighting of 32.03%. Red Oak Partners, Llc also owns 291,800 shares of Issuer Direct Corp (ISDR) as of May 31, 2017, with a value of $4 Million and a weighting of 9.46%. The other 2 stocks Asure Software Inc (ASUR) , RF Industries Ltd (RFIL) have a combined weighting of 10.85% among all his current holdings.

Latest Holdings of Red Oak Partners, Llc

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
SMTX SMTC Corp 2017-12-13 3,265,339 6.04 19,722,648
ELMD Electromed Inc 2017-10-03 807,687 16.41 13,254,144
ISDR Issuer Direct Corp 2017-05-31 291,800 13.42 3,915,956
ASUR Asure Software Inc 2020-08-10 313,543 7.89 2,473,854
RFIL RF Industries Ltd 2011-10-03 644,610 3.13 2,017,629

Holding Weightings of Red Oak Partners, Llc


Red Oak Partners, Llc Form 4 Trading Tracker

According to the SEC Form 4 filings, Red Oak Partners, Llc has made a total of 0 transactions in SMTC Corp (SMTX) over the past 5 years. The most-recent trade in SMTC Corp is the acquisition of 35,465 shares on December 13, 2017, which cost Red Oak Partners, Llc around $56,744.

According to the SEC Form 4 filings, Red Oak Partners, Llc has made a total of 0 transactions in Electromed Inc (ELMD) over the past 5 years. The most-recent trade in Electromed Inc is the sale of 34,858 shares on October 3, 2017, which brought Red Oak Partners, Llc around $261,435.

According to the SEC Form 4 filings, Red Oak Partners, Llc has made a total of 0 transactions in Issuer Direct Corp (ISDR) over the past 5 years. The most-recent trade in Issuer Direct Corp is the sale of 39,970 shares on May 31, 2017, which brought Red Oak Partners, Llc around $529,602.

More details on Red Oak Partners, Llc's insider transactions can be found in the Insider Trading History of Red Oak Partners, Llc table.

Insider Trading History of Red Oak Partners, Llc

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Red Oak Partners, Llc Trading Performance

GuruFocus tracks the stock performance after each of Red Oak Partners, Llc's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Red Oak Partners, Llc is 8.71%. GuruFocus also compares Red Oak Partners, Llc's trading performance to market benchmark return within the same time period. The performance of stocks bought by Red Oak Partners, Llc within 3 months outperforms 28 times out of 53 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Red Oak Partners, Llc's insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Red Oak Partners, Llc

Average Relative Return

36.02%

Average relative return per transaction

Outperforming Transactions

52%

29 out of 56 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Relative Return(%) 0.53 8.71 17.27 36.02 17.15 18.13
Relative Return to S&P 500(%) -0.15 5.88 10.73 25.49 7.69 8.96

Red Oak Partners, Llc Ownership Network

Ownership Network List of Red Oak Partners, Llc

No Data

Ownership Network Relation of Red Oak Partners, Llc


Red Oak Partners, Llc Owned Company Details

What does Asure Software Inc do?

Who are the key executives at Asure Software Inc?

Red Oak Partners, Llc is the director of Asure Software Inc. Other key executives at Asure Software Inc include director & Chief Executive Officer Patrick Goepel , Chief Revenue Officer Eyal Goldstein , and Chief Financial Officer John F Pence .

Asure Software Inc () Insider Trades Summary

Over the past 18 months, Red Oak Partners, Llc made no insider transaction in Asure Software Inc (). Other recent insider transactions involving Asure Software Inc () include a net sale of 80,000 shares made by Eyal Goldstein , a net sale of 15,140 shares made by Bjorn Reynolds , and a net sale of 4,144 shares made by Bradford Scovill Oberwager .

In summary, during the past 3 months, insiders sold 0 shares of Asure Software Inc () in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 99,284 shares of Asure Software Inc () were sold and 3,000 shares were bought by its insiders, resulting in a net sale of 96,284 shares.

Asure Software Inc ()'s detailed insider trading history can be found in Insider Trading Tracker table.

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Asure Software Inc Insider Transactions

No Available Data

Red Oak Partners, Llc Mailing Address

Above is the net worth, insider trading, and ownership report for Red Oak Partners, Llc. You might contact Red Oak Partners, Llc via mailing address: 95 S. Federal Hwy, Suite 201, Boca Raton Fl 33432.

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