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Nasdaq · USD

NCNO

nCino, Inc.

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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

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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
January 07, 2022 Filed Jan 11, 2022 16:25 UTC
Lake SpencerDirector
GrantStock Option (Right to Buy) · Derivative 37,100 Not disclosed Strike: $4.98 Not disclosed
Disclosure

SEC source: 0001140361-22-001354 · form4.xml · derivative · entry 3

Lake Spencer · CIK 0001814524 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,100

Underlying: Common Stock · 37,100 shares

Expires 2027-06-01

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 16:25 UTC
Lake SpencerDirector
GrantCommon Stock 2,688 Not disclosed Not disclosed
Disclosure

SEC source: 0001140361-22-001354 · form4.xml · nonDerivative · entry 2

Lake Spencer · CIK 0001814524 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,813

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
Lake SpencerDirector
GrantCommon Stock 9,125 Not disclosed Not disclosed
Disclosure

SEC source: 0001140361-22-001354 · form4.xml · nonDerivative · entry 1

Lake Spencer · CIK 0001814524 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,125

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 21:58 UTC
Insight Holdings Group, LLCDirector · 10% owner
GrantCommon Stock 3,812,367 Not disclosed Not disclosed
Disclosure

SEC source: 0001567619-22-001060 · doc1.xml · nonDerivative · entry 4

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

Insight Venture Associates Growth-Buyout Coinvestment Ltd. · CIK 0001745336 · Director · 10% owner

Insight Venture Associates Growth-Buyout Coinvestment, L.P. · CIK 0001745337 · Director · 10% owner

Insight Venture Partners Growth-Buyout Coinvestment Fund, L.P. · CIK 0001641225 · Director · 10% owner

Insight Venture Partners Growth-Buyout Coinvestment Fund (Cayman), L.P. · CIK 0001641177 · Director · 10% owner

Insight Venture Partners Growth-Buyout Coinvestment Fund (Delaware), L.P. · CIK 0001641159 · Director · 10% owner

Insight Venture Partners Growth-Buyout Coinvestment Fund (B), L.P. · CIK 0001641176 · 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: 3,812,367

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 21:58 UTC
Insight Holdings Group, LLCDirector · 10% owner
GrantCommon Stock 3,097,549 Not disclosed Not disclosed
Disclosure

SEC source: 0001567619-22-001060 · doc1.xml · nonDerivative · entry 3

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

Insight Venture Associates Growth-Buyout Coinvestment Ltd. · CIK 0001745336 · Director · 10% owner

Insight Venture Associates Growth-Buyout Coinvestment, L.P. · CIK 0001745337 · Director · 10% owner

Insight Venture Partners Growth-Buyout Coinvestment Fund, L.P. · CIK 0001641225 · Director · 10% owner

Insight Venture Partners Growth-Buyout Coinvestment Fund (Cayman), L.P. · CIK 0001641177 · Director · 10% owner

Insight Venture Partners Growth-Buyout Coinvestment Fund (Delaware), L.P. · CIK 0001641159 · Director · 10% owner

Insight Venture Partners Growth-Buyout Coinvestment Fund (B), L.P. · CIK 0001641176 · 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: 3,097,549

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 21:58 UTC
Insight Holdings Group, LLCDirector · 10% owner
GrantCommon Stock 3,368,720 Not disclosed Not disclosed
Disclosure

SEC source: 0001567619-22-001060 · doc1.xml · nonDerivative · entry 2

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

Insight Venture Associates Growth-Buyout Coinvestment Ltd. · CIK 0001745336 · Director · 10% owner

Insight Venture Associates Growth-Buyout Coinvestment, L.P. · CIK 0001745337 · Director · 10% owner

Insight Venture Partners Growth-Buyout Coinvestment Fund, L.P. · CIK 0001641225 · Director · 10% owner

Insight Venture Partners Growth-Buyout Coinvestment Fund (Cayman), L.P. · CIK 0001641177 · Director · 10% owner

Insight Venture Partners Growth-Buyout Coinvestment Fund (Delaware), L.P. · CIK 0001641159 · Director · 10% owner

Insight Venture Partners Growth-Buyout Coinvestment Fund (B), L.P. · CIK 0001641176 · 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: 3,368,720

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 21:58 UTC
Insight Holdings Group, LLCDirector · 10% owner
GrantCommon Stock 4,190,253 Not disclosed Not disclosed
Disclosure

SEC source: 0001567619-22-001060 · doc1.xml · nonDerivative · entry 1

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

Insight Venture Associates Growth-Buyout Coinvestment Ltd. · CIK 0001745336 · Director · 10% owner

Insight Venture Associates Growth-Buyout Coinvestment, L.P. · CIK 0001745337 · Director · 10% owner

Insight Venture Partners Growth-Buyout Coinvestment Fund, L.P. · CIK 0001641225 · Director · 10% owner

Insight Venture Partners Growth-Buyout Coinvestment Fund (Cayman), L.P. · CIK 0001641177 · Director · 10% owner

Insight Venture Partners Growth-Buyout Coinvestment Fund (Delaware), L.P. · CIK 0001641159 · Director · 10% owner

Insight Venture Partners Growth-Buyout Coinvestment Fund (B), L.P. · CIK 0001641176 · 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: 4,190,253

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 21:57 UTC
Insight Holdings Group, LLCDirector · 10% owner
GrantCommon Stock 9,547 Not disclosed Not disclosed
Disclosure

SEC source: 0001567619-22-001059 · doc1.xml · nonDerivative · entry 5

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

Insight Venture Associates IX, Ltd. · CIK 0001745335 · Director · 10% owner

Insight Venture Associates IX, L.P. · CIK 0001745334 · Director · 10% owner

Insight Venture Partners IX, L.P. · CIK 0001629398 · Director · 10% owner

Insight Venture Partners (Cayman) IX, L.P. · CIK 0001629399 · Director · 10% owner

Insight Venture Partners (Delaware) IX, L.P. · CIK 0001629396 · Director · 10% owner

Insight Venture Partners IX (Co-Investors), L.P. · CIK 0001629402 · 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: 9,547

F1 · price: See Exhibit 99.1

F2 · ownership.direct: See Exhibit 99.1

F7 · ownership.nature: See Exhibit 99.1

Read SEC document
January 07, 2022 Filed Jan 11, 2022 21:57 UTC
Insight Holdings Group, LLCDirector · 10% owner
GrantCommon Stock 205,816 Not disclosed Not disclosed
Disclosure

SEC source: 0001567619-22-001059 · doc1.xml · nonDerivative · entry 4

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

Insight Venture Associates IX, Ltd. · CIK 0001745335 · Director · 10% owner

Insight Venture Associates IX, L.P. · CIK 0001745334 · Director · 10% owner

Insight Venture Partners IX, L.P. · CIK 0001629398 · Director · 10% owner

Insight Venture Partners (Cayman) IX, L.P. · CIK 0001629399 · Director · 10% owner

Insight Venture Partners (Delaware) IX, L.P. · CIK 0001629396 · Director · 10% owner

Insight Venture Partners IX (Co-Investors), L.P. · CIK 0001629402 · 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: 205,816

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 21:57 UTC
Insight Holdings Group, LLCDirector · 10% owner
GrantCommon Stock 1,092,443 Not disclosed Not disclosed
Disclosure

SEC source: 0001567619-22-001059 · doc1.xml · nonDerivative · entry 3

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

Insight Venture Associates IX, Ltd. · CIK 0001745335 · Director · 10% owner

Insight Venture Associates IX, L.P. · CIK 0001745334 · Director · 10% owner

Insight Venture Partners IX, L.P. · CIK 0001629398 · Director · 10% owner

Insight Venture Partners (Cayman) IX, L.P. · CIK 0001629399 · Director · 10% owner

Insight Venture Partners (Delaware) IX, L.P. · CIK 0001629396 · Director · 10% owner

Insight Venture Partners IX (Co-Investors), L.P. · CIK 0001629402 · 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: 1,092,443

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 21:57 UTC
Insight Holdings Group, LLCDirector · 10% owner
GrantCommon Stock 5,123,257 Not disclosed Not disclosed
Disclosure

SEC source: 0001567619-22-001059 · doc1.xml · nonDerivative · entry 2

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

Insight Venture Associates IX, Ltd. · CIK 0001745335 · Director · 10% owner

Insight Venture Associates IX, L.P. · CIK 0001745334 · Director · 10% owner

Insight Venture Partners IX, L.P. · CIK 0001629398 · Director · 10% owner

Insight Venture Partners (Cayman) IX, L.P. · CIK 0001629399 · Director · 10% owner

Insight Venture Partners (Delaware) IX, L.P. · CIK 0001629396 · Director · 10% owner

Insight Venture Partners IX (Co-Investors), L.P. · CIK 0001629402 · 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: 5,123,257

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 21:57 UTC
Insight Holdings Group, LLCDirector · 10% owner
GrantCommon Stock 10,310,944 Not disclosed Not disclosed
Disclosure

SEC source: 0001567619-22-001059 · doc1.xml · nonDerivative · entry 1

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

Insight Venture Associates IX, Ltd. · CIK 0001745335 · Director · 10% owner

Insight Venture Associates IX, L.P. · CIK 0001745334 · Director · 10% owner

Insight Venture Partners IX, L.P. · CIK 0001629398 · Director · 10% owner

Insight Venture Partners (Cayman) IX, L.P. · CIK 0001629399 · Director · 10% owner

Insight Venture Partners (Delaware) IX, L.P. · CIK 0001629396 · Director · 10% owner

Insight Venture Partners IX (Co-Investors), L.P. · CIK 0001629402 · 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: 10,310,944

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
Orenstein GregoryChief Corp Dev & Strat Officer
GrantStock Options (Right to Buy) · Derivative 122,448 Not disclosed Strike: $2.45 Not disclosed
Disclosure

SEC source: 0001140361-22-001359 · form4.xml · derivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 122,448

Underlying: Common Stock · 122,448 shares

Expires 2025-11-01

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
Orenstein GregoryChief Corp Dev & Strat Officer
GrantStock Options (Right to Buy) · Derivative 50,000 Not disclosed Strike: $4.98 Not disclosed
Disclosure

SEC source: 0001140361-22-001359 · form4.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50,000

Underlying: Common Stock · 50,000 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
Orenstein GregoryChief Corp Dev & Strat Officer
GrantCommon Stock 92,136 Not disclosed Not disclosed
Disclosure

SEC source: 0001140361-22-001359 · form4.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 112,075

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
Orenstein GregoryChief Corp Dev & Strat Officer
GrantCommon Stock 19,939 Not disclosed Not disclosed
Disclosure

SEC source: 0001140361-22-001359 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,939

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
Naude PierreDirector · CEO
GrantCommon Stock 246,040 Not disclosed Not disclosed
Disclosure

SEC source: 0001140361-22-001353 · form4.xml · nonDerivative · entry 2

Naude Pierre · CIK 0001455186 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 778,000

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
Naude PierreDirector · CEO
GrantCommon Stock 531,960 Not disclosed Not disclosed
Disclosure

SEC source: 0001140361-22-001353 · form4.xml · nonDerivative · entry 1

Naude Pierre · CIK 0001455186 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 531,960

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 GrantCommon Stock 2,688 Not disclosed Not disclosed
Disclosure

SEC source: 0001140361-22-001360 · form4.xml · nonDerivative · entry 2

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 243,404

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.

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January 07, 2022 Filed Jan 11, 2022 16:25 UTC GrantCommon Stock 240,716 Not disclosed Not disclosed
Disclosure

SEC source: 0001140361-22-001360 · form4.xml · nonDerivative · entry 1

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 240,716

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.

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January 07, 2022 Filed Jan 11, 2022 21:26 UTC GrantCommon Stock 2,688 Not disclosed Not disclosed
Disclosure

SEC source: 0001140361-22-001363 · form4.xml · nonDerivative · entry 3

RUH WILLIAM J · CIK 0001254596 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 278,889

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.

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January 07, 2022 Filed Jan 11, 2022 21:26 UTC GrantCommon Stock 10,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001140361-22-001363 · form4.xml · nonDerivative · entry 2

RUH WILLIAM J · CIK 0001254596 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 276,201

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.

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January 07, 2022 Filed Jan 11, 2022 21:26 UTC GrantCommon Stock 266,201 Not disclosed Not disclosed
Disclosure

SEC source: 0001140361-22-001363 · form4.xml · nonDerivative · entry 1

RUH WILLIAM J · CIK 0001254596 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By William J. Ruh Trust, U/T/A

Disclosed balance after: 266,201

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.

F5 · ownership.direct: These Shares are held directly by the William J. Ruh Trust, U/T/A, for which the reporting person is sole trustee.

F5 · ownership.nature: These Shares are held directly by the William J. Ruh Trust, U/T/A, for which the reporting person is sole trustee.

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

SEC source: 0001140361-22-001358 · form4.xml · nonDerivative · entry 2

Collins Steven A · CIK 0001544624 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 59,938

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.

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January 07, 2022 Filed Jan 11, 2022 21:25 UTC GrantCommon Stock 47,250 Not disclosed Not disclosed
Disclosure

SEC source: 0001140361-22-001358 · form4.xml · nonDerivative · entry 1

Collins Steven A · CIK 0001544624 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 47,250

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.

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January 07, 2022 Filed Jan 11, 2022 21:26 UTC GrantCommon Stock 12,688 Not disclosed Not disclosed
Disclosure

SEC source: 0001140361-22-001362 · form4.xml · nonDerivative · entry 2

Doyle Jonathan J · CIK 0001796882 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 52,688

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.

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January 07, 2022 Filed Jan 11, 2022 21:26 UTC GrantCommon Stock 40,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001140361-22-001362 · form4.xml · nonDerivative · entry 1

Doyle Jonathan J · CIK 0001796882 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,000

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.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.