Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Q2 Holdings, Inc.QTWO · Entity 4051 | SVP, General Counsel | March 10, 2022 | March 11, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Q2 Holdings, Inc.
Report date March 10, 2022 · Filed March 11, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,182 |
Ending reported balance
After 2022-03-10 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-03-10 · Grant · Acquired 5,523 · Balance 20,659 F1: Represents the target number ("Target Amount") of performance-based restricted stock units ("Units") under the 2014 Equity Incentive Plan. Subject to continued employment, one-third of the Target Amount (Scheduled Amount) is scheduled to vest after year two and two-thirds of the Target Amount is scheduled to vest after year three. On the second-year vest date, the number of Units that actually vests will be 0% to 100% of the Scheduled Amount and on the third-year vest date the number of Units that actually will vest will be 0% to 200% of the Target Amount, less the amount of any vesting in year two, in each case depending upon the performance of Q2 Holdings, Inc.'s common stock price as compared to the Russell 2000 Index, as more specifically set forth in the grant agreement. The maximum number of Units that may vest over three years is 200% of the Target Amount. Vested Units will be paid in an equal number of shares of Q2 Holdings, Inc. common stock. Row 2 · 2022-03-10 · Grant · Acquired 5,523 · Balance 26,182 F2: Shares of stock acquired represent shares underlying Restricted Stock Units. The Restricted Stock Units vest annually in four equal installments beginning March 3, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the target number ("Target Amount") of performance-based restricted stock units ("Units") under the 2014 Equity Incentive Plan. Subject to continued employment, one-third of the Target Amount (Scheduled Amount) is scheduled to vest after year two and two-thirds of the Target Amount is scheduled to vest after year three. On the second-year vest date, the number of Units that actually vests will be 0% to 100% of the Scheduled Amount and on the third-year vest date the number of Units that actually will vest will be 0% to 200% of the Target Amount, less the amount of any vesting in year two, in each case depending upon the performance of Q2 Holdings, Inc.'s common stock price as compared to the Russell 2000 Index, as more specifically set forth in the grant agreement. The maximum number of Units that may vest over three years is 200% of the Target Amount. Vested Units will be paid in an equal number of shares of Q2 Holdings, Inc. common stock.
F2: Shares of stock acquired represent shares underlying Restricted Stock Units. The Restricted Stock Units vest annually in four equal installments beginning March 3, 2023.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 12, 2018 Filed Sep 14, 2018 21:05 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 5,541 | $65.73 | $364,209.93 |
DisclosureSEC source: 0001410384-18-000099 · wf-form4_153695912340078.xml · nonDerivative · entry 3 Benton Barry G · CIK 0001597586 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,699 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.60 to $65.90 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, 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 this footnote. Read SEC document |
| September 12, 2018 Filed Sep 14, 2018 21:05 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 1,100 | $19.26 | $21,186.00 |
DisclosureSEC source: 0001410384-18-000099 · wf-form4_153695912340078.xml · nonDerivative · entry 2 Benton Barry G · CIK 0001597586 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,240 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 |
| September 12, 2018 Filed Sep 14, 2018 21:05 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 4,441 | $20.19 | $89,663.79 |
DisclosureSEC source: 0001410384-18-000099 · wf-form4_153695912340078.xml · nonDerivative · entry 1 Benton Barry G · CIK 0001597586 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,140 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 |
| June 04, 2018 Filed Jun 5, 2018 22:15 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $20.19 | $0.00 |
DisclosureSEC source: 0001410384-18-000065 · wf-form4_152823688739944.xml · derivative · entry 7 Benton Barry G · CIK 0001597586 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,000 Underlying: Common Stock · 5,000 shares Expires 2022-02-20 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. F5 · derivative.exercise_date: This option grant vested as to 1/4 of the total option grant on February 20, 2016, and thereafter as to 1/48 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| June 04, 2018 Filed Jun 5, 2018 22:15 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 3,548 | $0.00 Strike: $19.26 | $0.00 |
DisclosureSEC source: 0001410384-18-000065 · wf-form4_152823688739944.xml · derivative · entry 6 Benton Barry G · CIK 0001597586 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,427 Underlying: Common Stock · 3,548 shares Expires 2023-02-16 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. F4 · derivative.exercise_date: This option grant vested as to 1/4 of the total option grant on February 16, 2017, and thereafter as to 1/48 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| June 04, 2018 Filed Jun 5, 2018 22:15 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 625 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-18-000065 · wf-form4_152823688739944.xml · derivative · entry 5 Benton Barry G · CIK 0001597586 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 625 shares Expires 2021-01-24 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. F3 · derivative.exercise_date: This option grant vested as to 1/4 of the total option grant on January 24, 2016, and thereafter as to 1/32 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| June 04, 2018 Filed Jun 5, 2018 22:15 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 10,565 | $57.24 | $604,740.60 |
DisclosureSEC source: 0001410384-18-000065 · wf-form4_152823688739944.xml · nonDerivative · entry 4 Benton Barry G · CIK 0001597586 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,699 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.75 to $57.60 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, 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 this footnote. Read SEC document |
| June 04, 2018 Filed Jun 5, 2018 22:15 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 5,000 | $20.19 | $100,950.00 |
DisclosureSEC source: 0001410384-18-000065 · wf-form4_152823688739944.xml · nonDerivative · entry 3 Benton Barry G · CIK 0001597586 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,264 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 |
| June 04, 2018 Filed Jun 5, 2018 22:15 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 3,548 | $19.26 | $68,334.48 |
DisclosureSEC source: 0001410384-18-000065 · wf-form4_152823688739944.xml · nonDerivative · entry 2 Benton Barry G · CIK 0001597586 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,264 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 |
| June 04, 2018 Filed Jun 5, 2018 22:15 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 625 | $8.35 | $5,218.75 |
DisclosureSEC source: 0001410384-18-000065 · wf-form4_152823688739944.xml · nonDerivative · entry 1 Benton Barry G · CIK 0001597586 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,716 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 18, 2018 Filed Apr 20, 2018 21:12 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 4,375 | $0.00 Strike: $19.26 | $0.00 |
DisclosureSEC source: 0001410384-18-000050 · wf-form4_152425875910031.xml · derivative · entry 5 Benton Barry G · CIK 0001597586 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,975 Underlying: Common Stock · 4,375 shares Expires 2023-02-16 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. F3 · derivative.exercise_date: This option grant vested as to 1/4 of the total option grant on February 16, 2017, and thereafter as to 1/48 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| April 18, 2018 Filed Apr 20, 2018 21:12 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 625 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-18-000050 · wf-form4_152425875910031.xml · derivative · entry 4 Benton Barry G · CIK 0001597586 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 625 Underlying: Common Stock · 625 shares Expires 2021-01-24 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 grant vested as to 1/4 of the total option grant on January 24, 2016, and thereafter as to 1/32 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| April 18, 2018 Filed Apr 20, 2018 21:12 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 5,000 | $50.00 | $250,000.00 |
DisclosureSEC source: 0001410384-18-000050 · wf-form4_152425875910031.xml · nonDerivative · entry 3 Benton Barry G · CIK 0001597586 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,091 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. Read SEC document |
| April 18, 2018 Filed Apr 20, 2018 21:12 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 4,375 | $19.26 | $84,262.50 |
DisclosureSEC source: 0001410384-18-000050 · wf-form4_152425875910031.xml · nonDerivative · entry 2 Benton Barry G · CIK 0001597586 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,091 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 18, 2018 Filed Apr 20, 2018 21:12 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 625 | $8.35 | $5,218.75 |
DisclosureSEC source: 0001410384-18-000050 · wf-form4_152425875910031.xml · nonDerivative · entry 1 Benton Barry G · CIK 0001597586 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,716 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 |
| March 08, 2018 Filed Mar 12, 2018 23:33 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 9,895 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-18-000039 · wf-form4_152089760755774.xml · nonDerivative · entry 2 Benton Barry G · CIK 0001597586 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,091 F2 · shares: Shares of stock acquired represent shares underlying Restricted Stock Units. The Restricted Stock Units vest annually in four equal installments beginning March 3, 2019. Read SEC document |
| March 08, 2018 Filed Mar 12, 2018 23:33 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 9,895 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-18-000039 · wf-form4_152089760755774.xml · nonDerivative · entry 1 Benton Barry G · CIK 0001597586 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,196 F1 · shares: Represents a grant of performance-based restricted stock units ("Units") under the 2014 Equity Incentive Plan. The target number of Units is presented in the table ("Target Amount"). Subject to continued employment, one-third (1/3) of the Target Amount is scheduled to vest annually ("Scheduled Amount"), on or about March 8th of each of 2019, 2020 and 2021. In each of the first two years the number of Units that actually vests will be 0% to 100% of the Scheduled Amount, and in the third year the number of Units that actually will vest will be 0% to 200% of the Target Amount, less the amount of any vesting in the first two years, in each case depending upon the performance of Q2 Holdings, Inc.'s common stock price as compared to the Russell 2000 Index, as more specifically set forth in the grant agreement. The maximum number of Units that may vest over three years is 200% of the Target Amount. Vested Units will be paid in an equal number of shares of Q2 Holdings, Inc. common stock. Read SEC document |
| February 21, 2018 Filed Feb 22, 2018 23:22 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 4,280 | $43.34 | $185,495.20 |
DisclosureSEC source: 0001410384-18-000022 · wf-form4_151934171474656.xml · nonDerivative · entry 2 Benton Barry G · CIK 0001597586 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,301 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F2 · shares: Includes shares sold to cover tax withholding obligations triggered upon lapse of restricted stock units. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $42.50 to $44.65 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, 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 this footnote. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 23:22 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 1,775 | $44.61 | $79,182.75 |
DisclosureSEC source: 0001410384-18-000022 · wf-form4_151934171474656.xml · nonDerivative · entry 1 Benton Barry G · CIK 0001597586 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,581 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F2 · shares: Includes shares sold to cover tax withholding obligations triggered upon lapse of restricted stock units. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.25 to $45.00 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, 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 this footnote. Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 22:15 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 1,425 | $42.00 | $59,850.00 |
DisclosureSEC source: 0001410384-18-000004 · wf-form4_151760970601912.xml · nonDerivative · entry 1 Benton Barry G · CIK 0001597586 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,356 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. Read SEC document |
| December 05, 2017 Filed Dec 7, 2017 22:01 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 1,000 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-17-000166 · wf-form4_151268406632213.xml · derivative · entry 3 Benton Barry G · CIK 0001597586 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,250 Underlying: Common Stock · 1,000 shares Expires 2021-01-24 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. F1 · derivative.exercise_date: This option grant vested as to 1/4 of the total option grant on January 24, 2016, and thereafter as to 1/32 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| December 05, 2017 Filed Dec 7, 2017 22:01 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Tax withholdingCommon Stock | 206 | $40.70 | $8,384.20 |
DisclosureSEC source: 0001410384-17-000166 · wf-form4_151268406632213.xml · nonDerivative · entry 2 Benton Barry G · CIK 0001597586 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,781 Read SEC document |
| December 05, 2017 Filed Dec 7, 2017 22:01 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 1,000 | $8.35 | $8,350.00 |
DisclosureSEC source: 0001410384-17-000166 · wf-form4_151268406632213.xml · nonDerivative · entry 1 Benton Barry G · CIK 0001597586 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,987 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 |
| November 13, 2017 Filed Nov 15, 2017 22:55 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 1,500 | $8.35 Strike: $8.35 | $12,525.00 |
DisclosureSEC source: 0001410384-17-000157 · wf-form4_151078652781919.xml · derivative · entry 3 Benton Barry G · CIK 0001597586 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,250 Underlying: Common Stock · 1,500 shares Expires 2021-01-24 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. F3 · derivative.exercise_date: This option grant vested as to 1/4 of the total option grant on January 24, 2016, and thereafter as to 1/32 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| November 13, 2017 Filed Nov 15, 2017 22:55 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 1,500 | $42.69 | $64,035.00 |
DisclosureSEC source: 0001410384-17-000157 · wf-form4_151078652781919.xml · nonDerivative · entry 2 Benton Barry G · CIK 0001597586 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,987 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $42.30 to $43.15 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, 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 this footnote. Read SEC document |
| November 13, 2017 Filed Nov 15, 2017 22:55 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 1,500 | $8.35 | $12,525.00 |
DisclosureSEC source: 0001410384-17-000157 · wf-form4_151078652781919.xml · nonDerivative · entry 1 Benton Barry G · CIK 0001597586 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,487 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 |
| August 14, 2017 Filed Aug 16, 2017 20:31 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 1,500 | $8.35 Strike: $8.35 | $12,525.00 |
DisclosureSEC source: 0001410384-17-000119 · wf-form4_150291545983319.xml · derivative · entry 3 Benton Barry G · CIK 0001597586 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,750 Underlying: Common Stock · 1,500 shares Expires 2021-01-24 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. F3 · derivative.exercise_date: This option grant vested as to 1/4 of the total option grant on January 24, 2016, and thereafter as to 1/32 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| August 14, 2017 Filed Aug 16, 2017 20:31 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 1,500 | $38.19 | $57,285.00 |
DisclosureSEC source: 0001410384-17-000119 · wf-form4_150291545983319.xml · nonDerivative · entry 2 Benton Barry G · CIK 0001597586 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,987 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.75 to $38.60 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, 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 this footnote. Read SEC document |
| August 14, 2017 Filed Aug 16, 2017 20:31 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 1,500 | $8.35 | $12,525.00 |
DisclosureSEC source: 0001410384-17-000119 · wf-form4_150291545983319.xml · nonDerivative · entry 1 Benton Barry G · CIK 0001597586 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,487 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 |
| August 07, 2017 Filed Aug 9, 2017 22:04 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 1,250 | $19.26 Strike: $19.26 | $24,075.00 |
DisclosureSEC source: 0001410384-17-000117 · wf-form4_150231624681739.xml · derivative · entry 5 Benton Barry G · CIK 0001597586 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,350 Underlying: Common Stock · 1,250 shares Expires 2023-02-16 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. F3 · derivative.exercise_date: This option grant vested as to 1/4 of the total option grant on February 16, 2017, and thereafter as to 1/48 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| August 07, 2017 Filed Aug 9, 2017 22:04 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 2,833 | $8.35 Strike: $8.35 | $23,655.55 |
DisclosureSEC source: 0001410384-17-000117 · wf-form4_150231624681739.xml · derivative · entry 4 Benton Barry G · CIK 0001597586 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,250 Underlying: Common Stock · 2,833 shares Expires 2021-01-24 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 grant vested as to 1/4 of the total option grant on January 24, 2016, and thereafter as to 1/32 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| August 07, 2017 Filed Aug 9, 2017 22:04 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 4,083 | $37.49 | $153,071.67 |
DisclosureSEC source: 0001410384-17-000117 · wf-form4_150231624681739.xml · nonDerivative · entry 3 Benton Barry G · CIK 0001597586 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,987 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.40 to $37.60 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, 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 this footnote. Read SEC document |
| August 07, 2017 Filed Aug 9, 2017 22:04 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 1,250 | $19.26 | $24,075.00 |
DisclosureSEC source: 0001410384-17-000117 · wf-form4_150231624681739.xml · nonDerivative · entry 2 Benton Barry G · CIK 0001597586 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,070 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 |
| August 07, 2017 Filed Aug 9, 2017 22:04 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 2,833 | $8.35 | $23,655.55 |
DisclosureSEC source: 0001410384-17-000117 · wf-form4_150231624681739.xml · nonDerivative · entry 1 Benton Barry G · CIK 0001597586 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,820 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 |
| June 02, 2017 Filed Jun 6, 2017 21:58 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 1,392 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-17-000084 · wf-form4_149678628167198.xml · derivative · entry 3 Benton Barry G · CIK 0001597586 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,083 Underlying: Common Stock · 1,392 shares Expires 2021-01-24 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. F1 · derivative.exercise_date: This option vested as to 1/4 of the total option grant on January 24, 2016, and thereafter as to 1/32 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| June 02, 2017 Filed Jun 6, 2017 21:58 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Tax withholdingCommon Stock | 291 | $39.95 | $11,625.45 |
DisclosureSEC source: 0001410384-17-000084 · wf-form4_149678628167198.xml · nonDerivative · entry 2 Benton Barry G · CIK 0001597586 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,987 Read SEC document |
| June 02, 2017 Filed Jun 6, 2017 21:58 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 1,392 | $8.35 | $11,623.20 |
DisclosureSEC source: 0001410384-17-000084 · wf-form4_149678628167198.xml · nonDerivative · entry 1 Benton Barry G · CIK 0001597586 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,278 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 |
| May 15, 2017 Filed May 17, 2017 21:38 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 1,500 | $38.60 | $57,900.00 |
DisclosureSEC source: 0001410384-17-000073 · wf-form4_149505706691607.xml · nonDerivative · entry 1 Benton Barry G · CIK 0001597586 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,886 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $38.45 to $38.85 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, 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 this footnote. Read SEC document |
| February 21, 2017 Filed Feb 22, 2017 22:51 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantStock Option (right to buy) · Derivative | 25,250 | $0.00 Strike: $35.80 | $0.00 |
DisclosureSEC source: 0001410384-17-000024 · wf-form4_148780387036155.xml · derivative · entry 4 Benton Barry G · CIK 0001597586 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,250 Underlying: Common Stock · 25,250 shares Expires 2024-02-21 F6 · derivative.exercise_date: This option grant vests as to 1/4 of the total option grant on February 21, 2018, and thereafter as to 1/48 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| February 21, 2017 Filed Feb 22, 2017 22:51 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 10,120 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-17-000024 · wf-form4_148780387036155.xml · nonDerivative · entry 3 Benton Barry G · CIK 0001597586 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,386 F5 · shares: Shares of stock acquired represent shares underlying Restricted Stock Units. The Restricted Stock Units vest annually in four equal installments beginning February 20, 2018. Read SEC document |
| February 21, 2017 Filed Feb 22, 2017 22:51 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 1,750 | $35.70 | $62,475.00 |
DisclosureSEC source: 0001410384-17-000024 · wf-form4_148780387036155.xml · nonDerivative · entry 2 Benton Barry G · CIK 0001597586 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,266 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F2 · shares: Includes shares sold to cover tax withholding obligations triggered upon lapse of restricted stock units. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.50 to $35.95 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, 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 this footnote. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 22:51 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 1,775 | $35.73 | $63,420.75 |
DisclosureSEC source: 0001410384-17-000024 · wf-form4_148780387036155.xml · nonDerivative · entry 1 Benton Barry G · CIK 0001597586 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,016 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F2 · shares: Includes shares sold to cover tax withholding obligations triggered upon lapse of restricted stock units. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.30 to $36.05 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, 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 this footnote. Read SEC document |
| January 09, 2017 Filed Jan 11, 2017 22:59 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 8,875 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-17-000002 · wf-form4_148417557175415.xml · derivative · entry 3 Benton Barry G · CIK 0001597586 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,475 Underlying: Common Stock · 8,875 shares Expires 2021-01-24 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. F3 · derivative.exercise_date: This option vested as to 1/4 of the total option grant on January 24, 2016, and thereafter as to 1/32 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| January 09, 2017 Filed Jan 11, 2017 22:59 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 8,875 | $30.31 | $269,001.25 |
DisclosureSEC source: 0001410384-17-000002 · wf-form4_148417557175415.xml · nonDerivative · entry 2 Benton Barry G · CIK 0001597586 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,791 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.00 to $30.55 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, 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 this footnote. Read SEC document |
| January 09, 2017 Filed Jan 11, 2017 22:59 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 8,875 | $8.35 | $74,106.25 |
DisclosureSEC source: 0001410384-17-000002 · wf-form4_148417557175415.xml · nonDerivative · entry 1 Benton Barry G · CIK 0001597586 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,666 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 |
| December 02, 2016 Filed Dec 5, 2016 22:04 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 1,650 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-16-000346 · wf-form4_148097543466778.xml · derivative · entry 3 Benton Barry G · CIK 0001597586 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,350 Underlying: Common Stock · 1,650 shares Expires 2021-01-24 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. F1 · derivative.exercise_date: This option vested as to 1/4 of the total option grant on January 24, 2016, and thereafter as to 1/32 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| December 02, 2016 Filed Dec 5, 2016 22:04 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Tax withholdingCommon Stock | 482 | $28.60 | $13,785.20 |
DisclosureSEC source: 0001410384-16-000346 · wf-form4_148097543466778.xml · nonDerivative · entry 2 Benton Barry G · CIK 0001597586 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,791 Read SEC document |
| December 02, 2016 Filed Dec 5, 2016 22:04 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 1,650 | $8.35 | $13,777.50 |
DisclosureSEC source: 0001410384-16-000346 · wf-form4_148097543466778.xml · nonDerivative · entry 1 Benton Barry G · CIK 0001597586 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,273 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 |
| November 21, 2016 Filed Nov 22, 2016 23:10 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 1,100 | $32.10 | $35,310.00 |
DisclosureSEC source: 0001410384-16-000340 · wf-form4_147985619142967.xml · nonDerivative · entry 1 Benton Barry G · CIK 0001597586 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,623 Read SEC document |
| September 13, 2016 Filed Sep 15, 2016 20:53 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 1,000 | $28.27 | $28,265.00 |
DisclosureSEC source: 0001410384-16-000315 · wf-form4_147397281202794.xml · nonDerivative · entry 1 Benton Barry G · CIK 0001597586 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,723 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.