Tapewire

Nasdaq · USD

NCNO

nCino, Inc.

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Tapewire entity
4391
SEC CIK
0001902733
Parsed reports
373

Last 12 months

Inside the activity.

0 purchase rows · 42 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202505
Dec 202502
Jan 202601
Feb 202606
Mar 202600
Apr 202607
May 202607
Jun 202601
Jul 202601
Aug 202608
Sep 202602
Oct 202602

Latest available

Insider transactions

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Purchases/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 dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
June 09, 2022 Filed Jun 13, 2022 21:23 UTC
Naude PierreDirector · CEO
SaleCommon Stock 14,956 $34.55 $516,744.76
Disclosure

SEC source: 0001567619-22-012786 · doc1.xml · nonDerivative · entry 1

Naude Pierre · CIK 0001455186 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 906,033

F1 · shares: These shares were sold to cover tax withholding due upon vesting of RSUs. Such "sales to cover" are mandated by the Issuer's equity incentive plans to satisfy tax withholding obligations and do not represent a discretionary trade by the reporting person.

Read SEC document
June 07, 2022 Filed Jun 9, 2022 17:07 UTC SaleCommon Stock 30,000 $35.93 $1,077,909.00
Disclosure

SEC source: 0001567619-22-012612 · doc1.xml · nonDerivative · entry 1

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 43,404

F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $35.75 to $36.11, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1).

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June 06, 2022 Filed Jun 7, 2022 17:21 UTC SaleCommon Stock 13,278 $36.34 $482,539.78
Disclosure

SEC source: 0001567619-22-012463 · doc1.xml · nonDerivative · entry 4

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 73,404

F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $36.03 to $36.59, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (4).

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June 06, 2022 Filed Jun 7, 2022 17:21 UTC SaleCommon Stock 26,722 $35.09 $937,685.67
Disclosure

SEC source: 0001567619-22-012463 · doc1.xml · nonDerivative · entry 3

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 86,682

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $35.00 to $35.40, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (3).

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June 03, 2022 Filed Jun 7, 2022 17:21 UTC SaleCommon Stock 2,000 $37.02 $74,035.40
Disclosure

SEC source: 0001567619-22-012463 · doc1.xml · nonDerivative · entry 2

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 113,404

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $36.96 to $37.14, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (2).

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June 03, 2022 Filed Jun 7, 2022 17:21 UTC SaleCommon Stock 58,000 $36.36 $2,108,601.60
Disclosure

SEC source: 0001567619-22-012463 · doc1.xml · nonDerivative · entry 1

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 115,404

F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $35.945 to $36.93, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1).

Read SEC document
April 12, 2022 Filed Apr 13, 2022 21:16 UTC
Sellers JeanetteVP of Accounting
SaleCommon Stock 2,273 $43.12 $98,010.85
Disclosure

SEC source: 0001567619-22-008493 · doc1.xml · nonDerivative · entry 2

Sellers Jeanette · CIK 0001814499 · VP of Accounting

10b5-1 filing: Not disclosed

Ownership: Indirect · By spouse

Disclosed balance after: 0

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $43.07 to $43.24, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (2).

Read SEC document
April 12, 2022 Filed Apr 13, 2022 21:16 UTC
Sellers JeanetteVP of Accounting
SaleCommon Stock 11,293 $42.69 $482,074.45
Disclosure

SEC source: 0001567619-22-008493 · doc1.xml · nonDerivative · entry 1

Sellers Jeanette · CIK 0001814499 · VP of Accounting

10b5-1 filing: Not disclosed

Ownership: Indirect · By spouse

Disclosed balance after: 2,273

F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $42.07 to $43.065, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1).

Read SEC document
April 12, 2022 Filed Apr 13, 2022 17:15 UTC SaleCommon Stock 4,086 $43.10 $176,106.19
Disclosure

SEC source: 0001567619-22-008492 · doc1.xml · nonDerivative · entry 4

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 173,404

F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $43.00 to $43.29, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (4).

Read SEC document
April 12, 2022 Filed Apr 13, 2022 17:15 UTC SaleCommon Stock 5,914 $42.30 $250,187.04
Disclosure

SEC source: 0001567619-22-008492 · doc1.xml · nonDerivative · entry 3

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 177,490

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $42.00 to $42.965, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (3).

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April 11, 2022 Filed Apr 13, 2022 17:15 UTC SaleCommon Stock 800 $42.93 $34,347.44
Disclosure

SEC source: 0001567619-22-008492 · doc1.xml · nonDerivative · entry 2

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 183,404

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $42.92 to $42.955, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (2).

Read SEC document
April 11, 2022 Filed Apr 13, 2022 17:15 UTC SaleCommon Stock 59,200 $42.38 $2,508,635.52
Disclosure

SEC source: 0001567619-22-008492 · doc1.xml · nonDerivative · entry 1

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 184,204

F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $41.92 to $42.90, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1).

Read SEC document
April 07, 2022 Filed Apr 8, 2022 22:51 UTC
Desmond SeanChief Customer Success Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 44,519 $0.00 Strike: $1.29 $0.00
Disclosure

SEC source: 0001140361-22-013860 · form4.xml · derivative · entry 3

Desmond Sean · CIK 0001815194 · Chief Customer Success Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 44,519 shares

Expires 2024-02-01

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: This option is currently exercisable.

Read SEC document
April 07, 2022 Filed Apr 8, 2022 22:51 UTC
Desmond SeanChief Customer Success Officer
Exercise / conversionCommon Stock 44,519 $1.29 $57,429.51
Disclosure

SEC source: 0001140361-22-013860 · form4.xml · nonDerivative · entry 2

Desmond Sean · CIK 0001815194 · Chief Customer Success Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 228,255

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
April 06, 2022 Filed Apr 8, 2022 18:47 UTC
Rudow DavidCFO & Treasurer
SaleCommon Stock 2,215 $43.63 $96,638.24
Disclosure

SEC source: 0001140361-22-013856 · form4.xml · nonDerivative · entry 1

Rudow David · CIK 0001814794 · CFO & Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 198,385

F1 · shares: These shares were sold to cover tax withholding due upon vesting of RSUs. Such "sales to cover" are mandated by the Issuer's equity incentive plans to satisfy tax withholding obligations and do not represent a discretionary trade by the reporting person.

Read SEC document
April 06, 2022 Filed Apr 8, 2022 22:51 UTC
Desmond SeanChief Customer Success Officer
SaleCommon Stock 1,663 $43.63 $72,555.03
Disclosure

SEC source: 0001140361-22-013860 · form4.xml · nonDerivative · entry 1

Desmond Sean · CIK 0001815194 · Chief Customer Success Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 183,736

F1 · shares: These shares were sold to cover tax withholding due upon vesting of RSUs. Such "sales to cover" are mandated by the Issuer's equity incentive plans to satisfy tax withholding obligations and do not represent a discretionary trade by the reporting person.

Read SEC document
April 06, 2022 Filed Apr 8, 2022 22:53 UTC
Sellers JeanetteVP of Accounting
SaleCommon Stock 294 $43.63 $12,826.93
Disclosure

SEC source: 0001140361-22-013864 · form4.xml · nonDerivative · entry 1

Sellers Jeanette · CIK 0001814499 · VP of Accounting

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,940

F1 · shares: These shares were sold to cover tax withholding due upon vesting of RSUs. Such "sales to cover" are mandated by the Issuer's equity incentive plans to satisfy tax withholding obligations and do not represent a discretionary trade by the reporting person.

Read SEC document
April 06, 2022 Filed Apr 8, 2022 18:55 UTC
Glover Joshua LPresident & Chief Rev Officer
SaleCommon Stock 1,663 $43.63 $72,555.03
Disclosure

SEC source: 0001140361-22-013865 · form4.xml · nonDerivative · entry 1

Glover Joshua L · CIK 0001814457 · President & Chief Rev Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 281,061

F1 · shares: These shares were sold to cover tax withholding due upon vesting of RSUs. Such "sales to cover" are mandated by the Issuer's equity incentive plans to satisfy tax withholding obligations and do not represent a discretionary trade by the reporting person.

Read SEC document
April 06, 2022 Filed Apr 8, 2022 22:52 UTC
Orenstein GregoryChief Corp Dev & Strat Officer
SaleCommon Stock 1,700 $43.63 $74,169.30
Disclosure

SEC source: 0001140361-22-013862 · form4.xml · nonDerivative · entry 1

Orenstein Gregory · CIK 0001455185 · Chief Corp Dev & Strat Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 154,014

F1 · shares: These shares were sold to cover tax withholding due upon vesting of RSUs. Such "sales to cover" are mandated by the Issuer's equity incentive plans to satisfy tax withholding obligations and do not represent a discretionary trade by the reporting person.

Read SEC document
April 06, 2022 Filed Apr 8, 2022 22:49 UTC
Naude PierreDirector · CEO
SaleCommon Stock 9,749 $43.63 $425,339.12
Disclosure

SEC source: 0001140361-22-013859 · form4.xml · nonDerivative · entry 1

Naude Pierre · CIK 0001455186 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 920,989

F1 · shares: These shares were sold to cover tax withholding due upon vesting of RSUs. Such "sales to cover" are mandated by the Issuer's equity incentive plans to satisfy tax withholding obligations and do not represent a discretionary trade by the reporting person.

Read SEC document
February 01, 2022 Filed Feb 3, 2022 17:18 UTC
Rudow DavidCFO & Treasurer
GrantCommon Stock 62,186 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-002462 · doc1.xml · nonDerivative · entry 1

Rudow David · CIK 0001814794 · CFO & Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 200,600

F1 · shares: These RSUs vest in four equal annual installments starting on February 1, 2023, subject to the reporting person's continued employment through the applicable vesting date.

Read SEC document
February 01, 2022 Filed Feb 3, 2022 22:14 UTC
Desmond SeanChief Customer Success Officer
GrantCommon Stock 43,639 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-002457 · doc1.xml · nonDerivative · entry 1

Desmond Sean · CIK 0001815194 · Chief Customer Success Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 185,399

F1 · shares: These RSUs vest in four equal annual installments starting on February 1, 2023, subject to the reporting person's continued employment through the applicable vesting date.

Read SEC document
February 01, 2022 Filed Feb 3, 2022 17:15 UTC
Glover Joshua LPresident & Chief Rev Officer
GrantCommon Stock 79,642 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-002458 · doc1.xml · nonDerivative · entry 1

Glover Joshua L · CIK 0001814457 · President & Chief Rev Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 282,724

F1 · shares: These RSUs vest in four equal annual installments starting on February 1, 2023, subject to the reporting person's continued employment through the applicable vesting date.

Read SEC document
February 01, 2022 Filed Feb 3, 2022 22:18 UTC
Sellers JeanetteVP of Accounting
GrantCommon Stock 5,454 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-002463 · doc1.xml · nonDerivative · entry 1

Sellers Jeanette · CIK 0001814499 · VP of Accounting

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,234

F1 · shares: These RSUs vest in four equal annual installments starting on February 1, 2023, subject to the reporting person's continued employment through the applicable vesting date.

Read SEC document
February 01, 2022 Filed Feb 3, 2022 22:17 UTC
Orenstein GregoryChief Corp Dev & Strat Officer
GrantCommon Stock 43,639 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-002460 · doc1.xml · nonDerivative · entry 1

Orenstein Gregory · CIK 0001455185 · Chief Corp Dev & Strat Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 155,714

F1 · shares: These RSUs vest in four equal annual installments starting on February 1, 2023, subject to the reporting person's continued employment through the applicable vesting date.

Read SEC document
February 01, 2022 Filed Feb 3, 2022 22:16 UTC
Naude PierreDirector · CEO
GrantCommon Stock 152,738 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-002459 · doc1.xml · nonDerivative · entry 1

Naude Pierre · CIK 0001455186 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 930,738

F1 · shares: These RSUs vest in four equal annual installments starting on February 1, 2023, subject to the reporting person's continued employment through the applicable vesting date.

Read SEC document
January 07, 2022 Filed Jan 11, 2022 16:25 UTC
Rudow DavidCFO & Treasurer
GrantCommon Stock 119,608 Not disclosed Not disclosed
Disclosure

SEC source: 0001140361-22-001357 · form4.xml · nonDerivative · entry 2

Rudow David · CIK 0001814794 · CFO & Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 138,414

F1 · price: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among nCino, Inc., a Delaware corporation ("old nCino"), Penny HoldCo, Inc., a Delaware corporation and, at the time, a wholly owned subsidiary of old nCino (the "Issuer"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) old nCino merged with a merger sub and survived such merger as a wholly owned subsidiary of the Issuer (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of the Issuer; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of the Issuer (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers").

F2 · price: Upon completion of the Mergers, the Issuer changed its name to nCino, Inc.

F4 · price: Pursuant to the Merger Agreement, at the Effective Time, each restricted stock unit granted by Old nCino ("Old nCino RSU") converted automatically into a restricted stock unit of the Issuer on substantially the same terms and conditions (including vesting and delivery schedule) as applied to such Old nCino RSU immediately prior to the Effective Time.

Read SEC document
January 07, 2022 Filed Jan 11, 2022 16:25 UTC
Rudow DavidCFO & Treasurer
GrantCommon Stock 18,806 Not disclosed Not disclosed
Disclosure

SEC source: 0001140361-22-001357 · form4.xml · nonDerivative · entry 1

Rudow David · CIK 0001814794 · CFO & Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,806

F1 · price: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among nCino, Inc., a Delaware corporation ("old nCino"), Penny HoldCo, Inc., a Delaware corporation and, at the time, a wholly owned subsidiary of old nCino (the "Issuer"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) old nCino merged with a merger sub and survived such merger as a wholly owned subsidiary of the Issuer (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of the Issuer; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of the Issuer (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers").

F2 · price: Upon completion of the Mergers, the Issuer changed its name to nCino, Inc.

F3 · price: Pursuant to the Merger Agreement, at the effective time of the nCino Merger (the "Effective Time"), each share of old nCino common stock, par value $0.0005 per share, ("Old nCino Shares") converted automatically into one share of common stock, par value $0.0005 per share, of the Issuer ("Shares"). As of January 7, 2022, the closing market price of the old nCino Shares was $50.82.

Read SEC document
January 07, 2022 Filed Jan 12, 2022 02:56 UTC
HORING JEFFDirector · 10% owner
GrantCommon Stock 2,688 Not disclosed Not disclosed
Disclosure

SEC source: 0001567619-22-001058 · doc1.xml · nonDerivative · entry 4

HORING JEFF · CIK 0001119324 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,688

F1 · price: See Exhibit 99.1

F6 · price: See Exhibit 99.1

F3 · ownership.direct: See Exhibit 99.1

Read SEC document
January 07, 2022 Filed Jan 12, 2022 02:56 UTC
HORING JEFFDirector · 10% owner
GrantCommon Stock 19,104 Not disclosed Not disclosed
Disclosure

SEC source: 0001567619-22-001058 · doc1.xml · nonDerivative · entry 3

HORING JEFF · CIK 0001119324 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnotes

Disclosed balance after: 19,104

F1 · price: See Exhibit 99.1

F2 · price: See Exhibit 99.1

F3 · ownership.direct: See Exhibit 99.1

F5 · ownership.nature: See Exhibit 99.1

Read SEC document
January 07, 2022 Filed Jan 12, 2022 02:56 UTC
HORING JEFFDirector · 10% owner
GrantCommon Stock 39,123,014 Not disclosed Not disclosed
Disclosure

SEC source: 0001567619-22-001058 · doc1.xml · nonDerivative · entry 2

HORING JEFF · CIK 0001119324 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnotes

Disclosed balance after: 39,123,014

F1 · price: See Exhibit 99.1

F2 · price: See Exhibit 99.1

F3 · ownership.direct: See Exhibit 99.1

F4 · ownership.nature: See Exhibit 99.1

Read SEC document
January 07, 2022 Filed Jan 12, 2022 02:56 UTC
HORING JEFFDirector · 10% owner
GrantCommon Stock 43,647 Not disclosed Not disclosed
Disclosure

SEC source: 0001567619-22-001058 · doc1.xml · nonDerivative · entry 1

HORING JEFF · CIK 0001119324 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 43,647

F1 · price: See Exhibit 99.1

F2 · price: See Exhibit 99.1

F3 · ownership.direct: See Exhibit 99.1

Read SEC document
January 07, 2022 Filed Jan 11, 2022 21:59 UTC
Insight Holdings Group, LLCDirector · 10% owner
Insight SN Holdings, LLCDirector · 10% owner
Insight SN Holdings 2, LLCDirector · 10% owner
GrantCommon Stock 626,762 Not disclosed Not disclosed
Disclosure

SEC source: 0001567619-22-001061 · doc1.xml · nonDerivative · entry 4

Insight Holdings Group, LLC · CIK 0001305473 · Director · 10% owner

Insight Venture Associates X, Ltd. · CIK 0001803240 · Director · 10% owner

Insight Venture Partners X, L.P. · CIK 0001710959 · Director · 10% owner

Insight SN Holdings, LLC · CIK 0001903190 · Director · 10% owner

Insight SN Holdings 2, LLC · CIK 0001903196 · Director · 10% owner

Insight Venture Partners (Cayman) X, L.P. · CIK 0001710860 · Director · 10% owner

Insight Venture Partners (Delaware) X, L.P. · CIK 0001710835 · Director · 10% owner

Insight Venture Partners X (Co-Investors), L.P. · CIK 0001710834 · Director · 10% owner

Insight Venture Associates X, L.P. · CIK 0001844845 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnotes

Disclosed balance after: 626,762

F1 · price: See Exhibit 99.1

F2 · ownership.direct: See Exhibit 99.1

F6 · ownership.nature: See Exhibit 99.1

Read SEC document
January 07, 2022 Filed Jan 11, 2022 21:59 UTC
Insight Holdings Group, LLCDirector · 10% owner
Insight SN Holdings, LLCDirector · 10% owner
Insight SN Holdings 2, LLCDirector · 10% owner
GrantCommon Stock 3,240,081 Not disclosed Not disclosed
Disclosure

SEC source: 0001567619-22-001061 · doc1.xml · nonDerivative · entry 3

Insight Holdings Group, LLC · CIK 0001305473 · Director · 10% owner

Insight Venture Associates X, Ltd. · CIK 0001803240 · Director · 10% owner

Insight Venture Partners X, L.P. · CIK 0001710959 · Director · 10% owner

Insight SN Holdings, LLC · CIK 0001903190 · Director · 10% owner

Insight SN Holdings 2, LLC · CIK 0001903196 · Director · 10% owner

Insight Venture Partners (Cayman) X, L.P. · CIK 0001710860 · Director · 10% owner

Insight Venture Partners (Delaware) X, L.P. · CIK 0001710835 · Director · 10% owner

Insight Venture Partners X (Co-Investors), L.P. · CIK 0001710834 · Director · 10% owner

Insight Venture Associates X, L.P. · CIK 0001844845 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnotes

Disclosed balance after: 3,240,081

F1 · price: See Exhibit 99.1

F2 · ownership.direct: See Exhibit 99.1

F5 · ownership.nature: See Exhibit 99.1

Read SEC document
January 07, 2022 Filed Jan 11, 2022 21:59 UTC
Insight Holdings Group, LLCDirector · 10% owner
Insight SN Holdings, LLCDirector · 10% owner
Insight SN Holdings 2, LLCDirector · 10% owner
GrantCommon Stock 1,827,484 Not disclosed Not disclosed
Disclosure

SEC source: 0001567619-22-001061 · doc1.xml · nonDerivative · entry 2

Insight Holdings Group, LLC · CIK 0001305473 · Director · 10% owner

Insight Venture Associates X, Ltd. · CIK 0001803240 · Director · 10% owner

Insight Venture Partners X, L.P. · CIK 0001710959 · Director · 10% owner

Insight SN Holdings, LLC · CIK 0001903190 · Director · 10% owner

Insight SN Holdings 2, LLC · CIK 0001903196 · Director · 10% owner

Insight Venture Partners (Cayman) X, L.P. · CIK 0001710860 · Director · 10% owner

Insight Venture Partners (Delaware) X, L.P. · CIK 0001710835 · Director · 10% owner

Insight Venture Partners X (Co-Investors), L.P. · CIK 0001710834 · Director · 10% owner

Insight Venture Associates X, L.P. · CIK 0001844845 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnotes

Disclosed balance after: 1,827,484

F1 · price: See Exhibit 99.1

F2 · ownership.direct: See Exhibit 99.1

F4 · ownership.nature: See Exhibit 99.1

Read SEC document
January 07, 2022 Filed Jan 11, 2022 21:59 UTC
Insight Holdings Group, LLCDirector · 10% owner
Insight SN Holdings, LLCDirector · 10% owner
Insight SN Holdings 2, LLCDirector · 10% owner
GrantCommon Stock 2,217,791 Not disclosed Not disclosed
Disclosure

SEC source: 0001567619-22-001061 · doc1.xml · nonDerivative · entry 1

Insight Holdings Group, LLC · CIK 0001305473 · Director · 10% owner

Insight Venture Associates X, Ltd. · CIK 0001803240 · Director · 10% owner

Insight Venture Partners X, L.P. · CIK 0001710959 · Director · 10% owner

Insight SN Holdings, LLC · CIK 0001903190 · Director · 10% owner

Insight SN Holdings 2, LLC · CIK 0001903196 · Director · 10% owner

Insight Venture Partners (Cayman) X, L.P. · CIK 0001710860 · Director · 10% owner

Insight Venture Partners (Delaware) X, L.P. · CIK 0001710835 · Director · 10% owner

Insight Venture Partners X (Co-Investors), L.P. · CIK 0001710834 · Director · 10% owner

Insight Venture Associates X, L.P. · CIK 0001844845 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnotes

Disclosed balance after: 2,217,791

F1 · price: See Exhibit 99.1

F2 · ownership.direct: See Exhibit 99.1

F3 · ownership.nature: See Exhibit 99.1

Read SEC document
January 07, 2022 Filed Jan 11, 2022 21:25 UTC
Desmond SeanChief Customer Success Officer
GrantStock Option (Right to Buy) · Derivative 256,276 Not disclosed Strike: $4.98 Not disclosed
Disclosure

SEC source: 0001140361-22-001356 · form4.xml · derivative · entry 5

Desmond Sean · CIK 0001815194 · Chief Customer Success Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 256,276

Underlying: Common Stock · 256,276 shares

Expires 2027-02-01

F1 · price: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among nCino, Inc., a Delaware corporation ("old nCino"), Penny HoldCo, Inc., a Delaware corporation and, at the time, a wholly owned subsidiary of old nCino (the "Issuer"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) old nCino merged with a merger sub and survived such merger as a wholly owned subsidiary of the Issuer (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of the Issuer; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of the Issuer (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers").

F2 · price: Upon completion of the Mergers, the Issuer changed its name to nCino, Inc.

F5 · price: Pursuant to the Merger Agreement, at the Effective Time, each stock option to purchase Old nCino Shares ("Old nCino Option") converted automatically into an option to purchase Shares on substantially the same terms and conditions (including vesting schedule and per share exercise price) as applied to such Old nCino Option immediately prior to the Effective Time.

F6 · derivative.exercise_date: This option is currently exercisable.

Read SEC document
January 07, 2022 Filed Jan 11, 2022 21:25 UTC
Desmond SeanChief Customer Success Officer
GrantStock Option (Right to Buy) · Derivative 17,642 Not disclosed Strike: $1.29 Not disclosed
Disclosure

SEC source: 0001140361-22-001356 · form4.xml · derivative · entry 4

Desmond Sean · CIK 0001815194 · Chief Customer Success Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,642

Underlying: Common Stock · 17,642 shares

Expires 2024-08-01

F1 · price: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among nCino, Inc., a Delaware corporation ("old nCino"), Penny HoldCo, Inc., a Delaware corporation and, at the time, a wholly owned subsidiary of old nCino (the "Issuer"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) old nCino merged with a merger sub and survived such merger as a wholly owned subsidiary of the Issuer (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of the Issuer; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of the Issuer (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers").

F2 · price: Upon completion of the Mergers, the Issuer changed its name to nCino, Inc.

F5 · price: Pursuant to the Merger Agreement, at the Effective Time, each stock option to purchase Old nCino Shares ("Old nCino Option") converted automatically into an option to purchase Shares on substantially the same terms and conditions (including vesting schedule and per share exercise price) as applied to such Old nCino Option immediately prior to the Effective Time.

F6 · derivative.exercise_date: This option is currently exercisable.

Read SEC document
January 07, 2022 Filed Jan 11, 2022 21:25 UTC
Desmond SeanChief Customer Success Officer
GrantStock Option (Right to Buy) · Derivative 44,519 Not disclosed Strike: $1.29 Not disclosed
Disclosure

SEC source: 0001140361-22-001356 · form4.xml · derivative · entry 3

Desmond Sean · CIK 0001815194 · Chief Customer Success Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,519

Underlying: Common Stock · 44,519 shares

Expires 2024-02-01

F1 · price: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among nCino, Inc., a Delaware corporation ("old nCino"), Penny HoldCo, Inc., a Delaware corporation and, at the time, a wholly owned subsidiary of old nCino (the "Issuer"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) old nCino merged with a merger sub and survived such merger as a wholly owned subsidiary of the Issuer (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of the Issuer; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of the Issuer (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers").

F2 · price: Upon completion of the Mergers, the Issuer changed its name to nCino, Inc.

F5 · price: Pursuant to the Merger Agreement, at the Effective Time, each stock option to purchase Old nCino Shares ("Old nCino Option") converted automatically into an option to purchase Shares on substantially the same terms and conditions (including vesting schedule and per share exercise price) as applied to such Old nCino Option immediately prior to the Effective Time.

F6 · derivative.exercise_date: This option is currently exercisable.

Read SEC document
January 07, 2022 Filed Jan 11, 2022 21:25 UTC
Desmond SeanChief Customer Success Officer
GrantCommon Stock 87,402 Not disclosed Not disclosed
Disclosure

SEC source: 0001140361-22-001356 · form4.xml · nonDerivative · entry 2

Desmond Sean · CIK 0001815194 · Chief Customer Success Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 141,760

F1 · price: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among nCino, Inc., a Delaware corporation ("old nCino"), Penny HoldCo, Inc., a Delaware corporation and, at the time, a wholly owned subsidiary of old nCino (the "Issuer"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) old nCino merged with a merger sub and survived such merger as a wholly owned subsidiary of the Issuer (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of the Issuer; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of the Issuer (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers").

F2 · price: Upon completion of the Mergers, the Issuer changed its name to nCino, Inc.

F4 · price: Pursuant to the Merger Agreement, at the Effective Time, each restricted stock unit granted by Old nCino ("Old nCino RSU") converted automatically into a restricted stock unit of the Issuer on substantially the same terms and conditions (including vesting and delivery schedule) as applied to such Old nCino RSU immediately prior to the Effective Time.

Read SEC document
January 07, 2022 Filed Jan 11, 2022 21:25 UTC
Desmond SeanChief Customer Success Officer
GrantCommon Stock 54,358 Not disclosed Not disclosed
Disclosure

SEC source: 0001140361-22-001356 · form4.xml · nonDerivative · entry 1

Desmond Sean · CIK 0001815194 · Chief Customer Success Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 54,358

F1 · price: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among nCino, Inc., a Delaware corporation ("old nCino"), Penny HoldCo, Inc., a Delaware corporation and, at the time, a wholly owned subsidiary of old nCino (the "Issuer"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) old nCino merged with a merger sub and survived such merger as a wholly owned subsidiary of the Issuer (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of the Issuer; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of the Issuer (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers").

F2 · price: Upon completion of the Mergers, the Issuer changed its name to nCino, Inc.

F3 · price: Pursuant to the Merger Agreement, at the effective time of the nCino Merger (the "Effective Time"), each share of old nCino common stock, par value $0.0005 per share, ("Old nCino Shares") converted automatically into one share of common stock, par value $0.0005 per share, of the Issuer ("Shares"). As of January 7, 2022, the closing market price of the old nCino Shares was $50.82.

Read SEC document
January 07, 2022 Filed Jan 11, 2022 16:25 UTC
Glover Joshua LPresident & Chief Rev Officer
GrantStock Option (Right to Buy) · Derivative 132,058 Not disclosed Strike: $4.98 Not disclosed
Disclosure

SEC source: 0001140361-22-001352 · form4.xml · derivative · entry 3

Glover Joshua L · CIK 0001814457 · President & Chief Rev Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 132,058

Underlying: Common Stock · 132,058 shares

Expires 2027-02-01

F6 · deemedExecutionDate: This option is currently exercisable.

F1 · price: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among nCino, Inc., a Delaware corporation ("old nCino"), Penny HoldCo, Inc., a Delaware corporation and, at the time, a wholly owned subsidiary of old nCino (the "Issuer"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) old nCino merged with a merger sub and survived such merger as a wholly owned subsidiary of the Issuer (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of the Issuer; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of the Issuer (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers").

F2 · price: Upon completion of the Mergers, the Issuer changed its name to nCino, Inc.

F5 · price: Pursuant to the Merger Agreement, at the Effective Time, each stock option to purchase Old nCino Shares ("Old nCino Option") converted automatically into an option to purchase Shares on substantially the same terms and conditions (including vesting schedule and per share exercise price) as applied to such Old nCino Option immediately prior to the Effective Time.

F1 · derivative.exercise_date: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among nCino, Inc., a Delaware corporation ("old nCino"), Penny HoldCo, Inc., a Delaware corporation and, at the time, a wholly owned subsidiary of old nCino (the "Issuer"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) old nCino merged with a merger sub and survived such merger as a wholly owned subsidiary of the Issuer (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of the Issuer; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of the Issuer (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers").

F2 · derivative.exercise_date: Upon completion of the Mergers, the Issuer changed its name to nCino, Inc.

F5 · derivative.exercise_date: Pursuant to the Merger Agreement, at the Effective Time, each stock option to purchase Old nCino Shares ("Old nCino Option") converted automatically into an option to purchase Shares on substantially the same terms and conditions (including vesting schedule and per share exercise price) as applied to such Old nCino Option immediately prior to the Effective Time.

Read SEC document
January 07, 2022 Filed Jan 11, 2022 16:25 UTC
Glover Joshua LPresident & Chief Rev Officer
GrantCommon Stock 121,808 Not disclosed Not disclosed
Disclosure

SEC source: 0001140361-22-001352 · form4.xml · nonDerivative · entry 2

Glover Joshua L · CIK 0001814457 · President & Chief Rev Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 203,082

F1 · price: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among nCino, Inc., a Delaware corporation ("old nCino"), Penny HoldCo, Inc., a Delaware corporation and, at the time, a wholly owned subsidiary of old nCino (the "Issuer"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) old nCino merged with a merger sub and survived such merger as a wholly owned subsidiary of the Issuer (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of the Issuer; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of the Issuer (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers").

F2 · price: Upon completion of the Mergers, the Issuer changed its name to nCino, Inc.

F4 · price: Pursuant to the Merger Agreement, at the Effective Time, each restricted stock unit granted by Old nCino ("Old nCino RSU") converted automatically into a restricted stock unit of the Issuer on substantially the same terms and conditions (including vesting and delivery schedule) as applied to such Old nCino RSU immediately prior to the Effective Time.

Read SEC document
January 07, 2022 Filed Jan 11, 2022 16:25 UTC
Glover Joshua LPresident & Chief Rev Officer
GrantCommon Stock 81,274 Not disclosed Not disclosed
Disclosure

SEC source: 0001140361-22-001352 · form4.xml · nonDerivative · entry 1

Glover Joshua L · CIK 0001814457 · President & Chief Rev Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 81,274

F1 · price: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among nCino, Inc., a Delaware corporation ("old nCino"), Penny HoldCo, Inc., a Delaware corporation and, at the time, a wholly owned subsidiary of old nCino (the "Issuer"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) old nCino merged with a merger sub and survived such merger as a wholly owned subsidiary of the Issuer (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of the Issuer; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of the Issuer (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers").

F2 · price: Upon completion of the Mergers, the Issuer changed its name to nCino, Inc.

F3 · price: Pursuant to the Merger Agreement, at the effective time of the nCino Merger (the "Effective Time"), each share of old nCino common stock, par value $0.0005 per share, ("Old nCino Shares") converted automatically into one share of common stock, par value $0.0005 per share, of the Issuer ("Shares"). As of January 7, 2022, the closing market price of the old nCino Shares was $50.82.

Read SEC document
January 07, 2022 Filed Jan 11, 2022 21:25 UTC GrantCommon Stock 12,688 Not disclosed Not disclosed
Disclosure

SEC source: 0001140361-22-001355 · form4.xml · nonDerivative · entry 2

Kilday Pamela · CIK 0001814501 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,940

F1 · price: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among nCino, Inc., a Delaware corporation ("old nCino"), Penny HoldCo, Inc., a Delaware corporation and, at the time, a wholly owned subsidiary of old nCino (the "Issuer"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) old nCino merged with a merger sub and survived such merger as a wholly owned subsidiary of the Issuer (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of the Issuer; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of the Issuer (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers").

F2 · price: Upon completion of the Mergers, the Issuer changed its name to nCino, Inc.

F4 · price: Pursuant to the Merger Agreement, at the Effective Time, each restricted stock unit granted by Old nCino ("Old nCino RSU") converted automatically into a restricted stock unit of the Issuer on substantially the same terms and conditions (including vesting and delivery schedule) as applied to such Old nCino RSU immediately prior to the Effective Time.

Read SEC document
January 07, 2022 Filed Jan 11, 2022 21:25 UTC GrantCommon Stock 11,252 Not disclosed Not disclosed
Disclosure

SEC source: 0001140361-22-001355 · form4.xml · nonDerivative · entry 1

Kilday Pamela · CIK 0001814501 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,252

F1 · price: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among nCino, Inc., a Delaware corporation ("old nCino"), Penny HoldCo, Inc., a Delaware corporation and, at the time, a wholly owned subsidiary of old nCino (the "Issuer"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) old nCino merged with a merger sub and survived such merger as a wholly owned subsidiary of the Issuer (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of the Issuer; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of the Issuer (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers").

F2 · price: Upon completion of the Mergers, the Issuer changed its name to nCino, Inc.

F3 · price: Pursuant to the Merger Agreement, at the effective time of the nCino Merger (the "Effective Time"), each share of old nCino common stock, par value $0.0005 per share, ("Old nCino Shares") converted automatically into one share of common stock, par value $0.0005 per share, of the Issuer ("Shares"). As of January 7, 2022, the closing market price of the old nCino Shares was $50.82.

Read SEC document
January 07, 2022 Filed Jan 11, 2022 21:26 UTC
Sellers JeanetteVP of Accounting
GrantStock Option (Right to Buy) · Derivative 3,000 Not disclosed Strike: $14.71 Not disclosed
Disclosure

SEC source: 0001140361-22-001361 · form4.xml · derivative · entry 4

Sellers Jeanette · CIK 0001814499 · VP of Accounting

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,000

Underlying: Common Stock · 3,000 shares

Expires 2028-09-18

F1 · price: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among nCino, Inc., a Delaware corporation ("old nCino"), Penny HoldCo, Inc., a Delaware corporation and, at the time, a wholly owned subsidiary of old nCino (the "Issuer"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) old nCino merged with a merger sub and survived such merger as a wholly owned subsidiary of the Issuer (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of the Issuer; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of the Issuer (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers").

F5 · price: Pursuant to the Merger Agreement, at the Effective Time, each stock option to purchase Old nCino Shares ("Old nCino Option") converted automatically into an option to purchase Shares on substantially the same terms and conditions (including vesting schedule and per share exercise price) as applied to such Old nCino Option immediately prior to the Effective Time.

F6 · derivative.exercise_date: This option vests in four equal annual installments starting on August 1, 2019, subject to the reporting person's continued employment through the applicable vesting date.

Read SEC document
January 07, 2022 Filed Jan 11, 2022 21:26 UTC
Sellers JeanetteVP of Accounting
GrantCommon Stock 13,566 Not disclosed Not disclosed
Disclosure

SEC source: 0001140361-22-001361 · form4.xml · nonDerivative · entry 3

Sellers Jeanette · CIK 0001814499 · VP of Accounting

10b5-1 filing: Not disclosed

Ownership: Indirect · By spouse

Disclosed balance after: 13,566

F1 · price: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among nCino, Inc., a Delaware corporation ("old nCino"), Penny HoldCo, Inc., a Delaware corporation and, at the time, a wholly owned subsidiary of old nCino (the "Issuer"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) old nCino merged with a merger sub and survived such merger as a wholly owned subsidiary of the Issuer (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of the Issuer; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of the Issuer (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers").

F2 · price: Upon completion of the Mergers, the Issuer changed its name to nCino, Inc.

F3 · price: Pursuant to the Merger Agreement, at the effective time of the nCino Merger (the "Effective Time"), each share of old nCino common stock, par value $0.0005 per share, ("Old nCino Shares") converted automatically into one share of common stock, par value $0.0005 per share, of the Issuer ("Shares"). As of January 7, 2022, the closing market price of the old nCino Shares was $50.82.

Read SEC document
January 07, 2022 Filed Jan 11, 2022 21:26 UTC
Sellers JeanetteVP of Accounting
GrantCommon Stock 20,487 Not disclosed Not disclosed
Disclosure

SEC source: 0001140361-22-001361 · form4.xml · nonDerivative · entry 2

Sellers Jeanette · CIK 0001814499 · VP of Accounting

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,780

F1 · price: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among nCino, Inc., a Delaware corporation ("old nCino"), Penny HoldCo, Inc., a Delaware corporation and, at the time, a wholly owned subsidiary of old nCino (the "Issuer"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) old nCino merged with a merger sub and survived such merger as a wholly owned subsidiary of the Issuer (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of the Issuer; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of the Issuer (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers").

F2 · price: Upon completion of the Mergers, the Issuer changed its name to nCino, Inc.

F4 · price: Pursuant to the Merger Agreement, at the Effective Time, each restricted stock unit granted by Old nCino ("Old nCino RSU") converted automatically into a restricted stock unit of the Issuer on substantially the same terms and conditions (including vesting and delivery schedule) as applied to such Old nCino RSU immediately prior to the Effective Time.

Read SEC document
January 07, 2022 Filed Jan 11, 2022 21:26 UTC
Sellers JeanetteVP of Accounting
GrantCommon Stock 2,293 Not disclosed Not disclosed
Disclosure

SEC source: 0001140361-22-001361 · form4.xml · nonDerivative · entry 1

Sellers Jeanette · CIK 0001814499 · VP of Accounting

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,293

F1 · price: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among nCino, Inc., a Delaware corporation ("old nCino"), Penny HoldCo, Inc., a Delaware corporation and, at the time, a wholly owned subsidiary of old nCino (the "Issuer"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) old nCino merged with a merger sub and survived such merger as a wholly owned subsidiary of the Issuer (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of the Issuer; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of the Issuer (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers").

F2 · price: Upon completion of the Mergers, the Issuer changed its name to nCino, Inc.

F3 · price: Pursuant to the Merger Agreement, at the effective time of the nCino Merger (the "Effective Time"), each share of old nCino common stock, par value $0.0005 per share, ("Old nCino Shares") converted automatically into one share of common stock, par value $0.0005 per share, of the Issuer ("Shares"). As of January 7, 2022, the closing market price of the old nCino Shares was $50.82.

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.