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 $55 Million dollars as of 2024-12-29. Red Oak Partners, Llc is the 10% Owner of Electromed Inc and owns about 807,687 shares of Electromed Inc (ELMD) stock worth over $24 Million. 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 also the 10% Owner of Global Crossing Airlines Group Inc and owns about 7,625,667 shares of Global Crossing Airlines Group Inc (JETMF) stock worth over $3 Million. Besides these, Red Oak Partners, Llc also holds Asure Software Inc (ASUR) , Issuer Direct Corp (ISDR) , 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 final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Red Oak Partners, Llc has not made any transactions after 2024-12-19 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Red Oak Partners, Llc
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 (ASUR) , SMTC Corp (SMTX) , and Electromed Inc (ELMD) 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 |
|---|---|---|---|
| ASUR | Asure Software Inc | 2020-08-10 | director |
| SMTX | SMTC Corp | 2019-12-10 | 10 percent owner |
| ELMD | Electromed Inc | 2017-10-03 | 10 percent owner |
 | | 2017-05-31 | 10 percent owner |
| | 2015-05-14 | 10 percent owner |
| | 2014-08-19 | director |
| | 2011-10-03 | director |
| | 2009-02-13 | 10 percent owner |
Red Oak Partners, Llc Latest Holdings Summary
Red Oak Partners, Llc currently owns a total of 6 stocks. Among these stocks, Red Oak Partners, Llc owns 807,687 shares of Electromed Inc (ELMD) as of October 3, 2017, with a value of $24 Million and a weighting of 43.15%. 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 36.04%. Red Oak Partners, Llc also owns 7,625,667 shares of Global Crossing Airlines Group Inc (JETMF) as of December 19, 2024, with a value of $3 Million and a weighting of 6.27%. The other 3 stocks Asure Software Inc (ASUR) , Issuer Direct Corp (ISDR) , RF Industries Ltd (RFIL) have a combined weighting of 14.54% among all his current holdings.
Latest Holdings of Red Oak Partners, Llc
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| ELMD | Electromed Inc | 2017-10-03 | 807,687 | 29.24 | 23,616,768 |
| SMTX | SMTC Corp | 2017-12-13 | 3,265,339 | 6.04 | 19,722,648 |
| JETMF | Global Crossing Airlines Group Inc | 2024-12-19 | 7,625,667 | 0.45 | 3,431,550 |
| ASUR | Asure Software Inc | 2020-08-10 | 313,543 | 9.35 | 2,931,627 |
| ISDR | Issuer Direct Corp | 2017-05-31 | 291,800 | 8.77 | 2,557,627 |
| RFIL | RF Industries Ltd | 2011-10-03 | 644,610 | 3.83 | 2,468,856 |
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 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 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 4 transactions in Global Crossing Airlines Group Inc (JETMF) over the past 5 years, including 3 buys and 1 sells. The most-recent trade in Global Crossing Airlines Group Inc is the sale of 1,162,500 shares on December 19, 2024, which brought Red Oak Partners, Llc around $534,750.
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
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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 8.21%. 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 29 times out of 55 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.
Performance of Red Oak Partners, Llc
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 0.36 | | | | | |
| Relative Return to S&P 500(%) | -0.27 | | | | | |
Red Oak Partners, Llc Ownership Network
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 Chief Revenue Officer Eyal Goldstein , director & Chief Executive Officer Patrick Goepel , and Chief Financial Officer John F Pence .
Asure Software Inc (ASUR) Insider Trades Summary
Over the past 18 months, Red Oak Partners, Llc made no insider transaction in Asure Software Inc (ASUR). Other recent insider transactions involving Asure Software Inc (ASUR) include a net purchase of 4,109 shares made by Patrick Goepel , a net sale of 10,000 shares made by Eyal Goldstein , and a net sale of 5,000 shares made by Daniel M Gill .
In summary, during the past 3 months, insiders sold 0 shares of Asure Software Inc (ASUR) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 15,000 shares of Asure Software Inc (ASUR) were sold and 4,109 shares were bought by its insiders, resulting in a net sale of 10,891 shares.
Asure Software Inc (ASUR)'s detailed insider trading history can be found in Insider Trading Tracker table.
Asure Software Inc Insider Transactions
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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