Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Q2 Holdings, Inc.QTWO · Entity 4051 | Chief Technology Officer | December 21, 2020 | December 22, 2020 |
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 December 21, 2020 · Filed December 22, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 72,036 |
Ending reported balance
After 2020-12-21 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-12-21 · Exercise / conversion · Acquired 1,026 · Balance 73,062 Row 2 · 2020-12-21 · Sale · Disposed 1,026 · Balance 72,036 F1: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $122.14 to $125.835 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. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $35.80 · Expires 2024-02-21 | Direct | 2,052 |
Reported balance
After 2020-12-21 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-12-21 · Exercise / conversion · Disposed 1,026 · Balance 2,052 F3: This option grant vested 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $122.14 to $125.835 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.
F3: This option grant vested 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.
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 |
|---|---|---|---|---|---|---|
| December 21, 2020 Filed Dec 22, 2020 21:26 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 1,026 | $0.00 Strike: $35.80 | $0.00 |
DisclosureSEC source: 0001410384-20-000183 · wf-form4_160867236019319.xml · derivative · entry 3 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,052 Underlying: Common Stock · 1,026 shares Expires 2024-02-21 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 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 |
| December 21, 2020 Filed Dec 22, 2020 21:26 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 1,026 | $124.99 | $128,239.74 |
DisclosureSEC source: 0001410384-20-000183 · wf-form4_160867236019319.xml · nonDerivative · entry 2 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,036 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 $122.14 to $125.835 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 |
| December 21, 2020 Filed Dec 22, 2020 21:26 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 1,026 | $35.80 | $36,730.80 |
DisclosureSEC source: 0001410384-20-000183 · wf-form4_160867236019319.xml · nonDerivative · entry 1 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,062 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 23, 2020 Filed Nov 24, 2020 22:27 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 1,026 | $0.00 Strike: $35.80 | $0.00 |
DisclosureSEC source: 0001410384-20-000172 · wf-form4_160625683018841.xml · derivative · entry 3 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,078 Underlying: Common Stock · 1,026 shares Expires 2024-02-21 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 18, 2018, and thereafter as to 1/48 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| November 23, 2020 Filed Nov 24, 2020 22:27 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 1,026 | $115.13 | $118,123.38 |
DisclosureSEC source: 0001410384-20-000172 · wf-form4_160625683018841.xml · nonDerivative · entry 2 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,036 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 $113.96 to $116.19 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 23, 2020 Filed Nov 24, 2020 22:27 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 1,026 | $35.80 | $36,730.80 |
DisclosureSEC source: 0001410384-20-000172 · wf-form4_160625683018841.xml · nonDerivative · entry 1 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,062 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 |
| October 21, 2020 Filed Oct 23, 2020 19:25 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 1,026 | $0.00 Strike: $35.80 | $0.00 |
DisclosureSEC source: 0001410384-20-000154 · wf-form4_160348113896505.xml · derivative · entry 3 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,104 Underlying: Common Stock · 1,026 shares Expires 2024-02-21 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 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 |
| October 21, 2020 Filed Oct 23, 2020 19:25 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 1,026 | $95.11 | $97,582.86 |
DisclosureSEC source: 0001410384-20-000154 · wf-form4_160348113896505.xml · nonDerivative · entry 2 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,036 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 $94.415 to $96.315 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 |
| October 21, 2020 Filed Oct 23, 2020 19:25 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 1,026 | $35.80 | $36,730.80 |
DisclosureSEC source: 0001410384-20-000154 · wf-form4_160348113896505.xml · nonDerivative · entry 1 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,062 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 21, 2020 Filed Sep 22, 2020 20:42 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 1,025 | $0.00 Strike: $35.80 | $0.00 |
DisclosureSEC source: 0001410384-20-000150 · wf-form4_160080735035866.xml · derivative · entry 3 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,130 Underlying: Common Stock · 1,025 shares Expires 2024-02-21 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 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 |
| September 21, 2020 Filed Sep 22, 2020 20:42 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 1,025 | $91.40 | $93,685.00 |
DisclosureSEC source: 0001410384-20-000150 · wf-form4_160080735035866.xml · nonDerivative · entry 2 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,036 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 $90.01 to $92.09 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 21, 2020 Filed Sep 22, 2020 20:42 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 1,025 | $35.80 | $36,695.00 |
DisclosureSEC source: 0001410384-20-000150 · wf-form4_160080735035866.xml · nonDerivative · entry 1 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,061 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 24, 2020 Filed Aug 25, 2020 21:55 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 20,036 | $0.00 Strike: $35.80 | $0.00 |
DisclosureSEC source: 0001410384-20-000135 · wf-form4_159839249188169.xml · derivative · entry 5 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,155 Underlying: Common Stock · 20,036 shares Expires 2024-02-21 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 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 |
| August 24, 2020 Filed Aug 25, 2020 21:55 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 7,049 | $0.00 Strike: $19.26 | $0.00 |
DisclosureSEC source: 0001410384-20-000135 · wf-form4_159839249188169.xml · derivative · entry 4 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,049 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 24, 2020 Filed Aug 25, 2020 21:55 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 27,085 | $96.06 | $2,601,785.10 |
DisclosureSEC source: 0001410384-20-000135 · wf-form4_159839249188169.xml · nonDerivative · entry 3 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,036 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 $95.46 to $99.12 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 24, 2020 Filed Aug 25, 2020 21:55 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 20,036 | $35.80 | $717,288.80 |
DisclosureSEC source: 0001410384-20-000135 · wf-form4_159839249188169.xml · nonDerivative · entry 2 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,121 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 24, 2020 Filed Aug 25, 2020 21:55 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 7,049 | $19.26 | $135,763.74 |
DisclosureSEC source: 0001410384-20-000135 · wf-form4_159839249188169.xml · nonDerivative · entry 1 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,085 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 13, 2020 Filed Mar 17, 2020 20:38 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 13,616 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-20-000054 · wf-form4_158447749499726.xml · nonDerivative · entry 2 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,036 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, 2021. Read SEC document |
| March 13, 2020 Filed Mar 17, 2020 20:38 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 13,616 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-20-000054 · wf-form4_158447749499726.xml · nonDerivative · entry 1 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,420 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 6th of each of 2021, 2022 and 2023. 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 |
| March 10, 2020 Filed Mar 13, 2020 01:05 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 11,989 | $67.52 | $809,497.28 |
DisclosureSEC source: 0001410384-20-000052 · wf-form4_158406152618561.xml · nonDerivative · entry 1 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,804 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 $65.25 to $69.335 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 |
| March 04, 2020 Filed Mar 6, 2020 21:28 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 8,991 | $74.42 | $669,110.22 |
DisclosureSEC source: 0001410384-20-000044 · wf-form4_158353006852413.xml · nonDerivative · entry 1 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,793 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 $71.995 to $77.25 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, 2020 Filed Feb 24, 2020 22:46 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 4,932 | $85.67 | $422,524.44 |
DisclosureSEC source: 0001410384-20-000029 · wf-form4_158258439955150.xml · nonDerivative · entry 1 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,784 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 $83.73 to $88.73 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 18, 2020 Filed Feb 20, 2020 23:25 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 5,025 | $87.04 | $437,376.00 |
DisclosureSEC source: 0001410384-20-000017 · wf-form4_158224112175581.xml · nonDerivative · entry 1 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,716 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 $86.44 to $87.65 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 |
| December 02, 2019 Filed Dec 3, 2019 21:42 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 6,875 | $0.00 Strike: $35.80 | $0.00 |
DisclosureSEC source: 0001410384-19-000142 · wf-form4_157540935234201.xml · derivative · entry 5 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,191 Underlying: Common Stock · 6,875 shares Expires 2024-02-21 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 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 |
| December 02, 2019 Filed Dec 3, 2019 21:42 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 3,125 | $0.00 Strike: $19.26 | $0.00 |
DisclosureSEC source: 0001410384-19-000142 · wf-form4_157540935234201.xml · derivative · entry 4 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,049 Underlying: Common Stock · 3,125 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 vests 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 |
| December 02, 2019 Filed Dec 3, 2019 21:42 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 10,000 | $83.13 | $831,300.00 |
DisclosureSEC source: 0001410384-19-000142 · wf-form4_157540935234201.xml · nonDerivative · entry 3 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,741 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 $82.185 to $84.825 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 |
| December 02, 2019 Filed Dec 3, 2019 21:42 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 6,875 | $35.80 | $246,125.00 |
DisclosureSEC source: 0001410384-19-000142 · wf-form4_157540935234201.xml · nonDerivative · entry 2 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,741 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, 2019 Filed Dec 3, 2019 21:42 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 3,125 | $19.26 | $60,187.50 |
DisclosureSEC source: 0001410384-19-000142 · wf-form4_157540935234201.xml · nonDerivative · entry 1 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,866 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 03, 2019 Filed Sep 4, 2019 21:11 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 6,875 | $0.00 Strike: $35.80 | $0.00 |
DisclosureSEC source: 0001410384-19-000115 · wf-form4_156763149688732.xml · derivative · entry 5 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,066 Underlying: Common Stock · 6,875 shares Expires 2024-02-21 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 2/21/18, and thereafter as to 1/48 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| September 03, 2019 Filed Sep 4, 2019 21:11 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 3,125 | $0.00 Strike: $19.26 | $0.00 |
DisclosureSEC source: 0001410384-19-000115 · wf-form4_156763149688732.xml · derivative · entry 4 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,174 Underlying: Common Stock · 3,125 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 2/16/17, and thereafter as to 1/48 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| September 03, 2019 Filed Sep 4, 2019 21:11 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 10,000 | $88.65 | $886,500.00 |
DisclosureSEC source: 0001410384-19-000115 · wf-form4_156763149688732.xml · nonDerivative · entry 3 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,741 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 $87.91 to $90.07 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 03, 2019 Filed Sep 4, 2019 21:11 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 6,875 | $35.80 | $246,125.00 |
DisclosureSEC source: 0001410384-19-000115 · wf-form4_156763149688732.xml · nonDerivative · entry 2 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,741 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 03, 2019 Filed Sep 4, 2019 21:11 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 3,125 | $19.26 | $60,187.50 |
DisclosureSEC source: 0001410384-19-000115 · wf-form4_156763149688732.xml · nonDerivative · entry 1 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,866 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 24, 2019 Filed May 24, 2019 22:29 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 9,299 | $0.00 Strike: $35.80 | $0.00 |
DisclosureSEC source: 0001410384-19-000077 · wf-form4_155873695843667.xml · derivative · entry 5 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,941 Underlying: Common Stock · 9,299 shares Expires 2024-02-21 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 vests as to 1/4 of the total option grant on 2/21/18, and thereafter as to 1/48 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| May 24, 2019 Filed May 24, 2019 22:29 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 5,701 | $0.00 Strike: $19.26 | $0.00 |
DisclosureSEC source: 0001410384-19-000077 · wf-form4_155873695843667.xml · derivative · entry 4 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,299 Underlying: Common Stock · 5,701 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 vests as to 1/4 of the total option grant on 2/16/17, and thereafter as to 1/48 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| May 24, 2019 Filed May 24, 2019 22:29 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 15,000 | $73.38 | $1,100,700.00 |
DisclosureSEC source: 0001410384-19-000077 · wf-form4_155873695843667.xml · nonDerivative · entry 3 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,741 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 $72.52 to $73.92 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 |
| May 24, 2019 Filed May 24, 2019 22:29 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 9,299 | $35.80 | $332,904.20 |
DisclosureSEC source: 0001410384-19-000077 · wf-form4_155873695843667.xml · nonDerivative · entry 2 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,741 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 24, 2019 Filed May 24, 2019 22:29 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 5,701 | $19.26 | $109,801.26 |
DisclosureSEC source: 0001410384-19-000077 · wf-form4_155873695843667.xml · nonDerivative · entry 1 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,442 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 12, 2019 Filed Mar 14, 2019 21:58 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 6,333 | $68.83 | $435,900.39 |
DisclosureSEC source: 0001410384-19-000057 · wf-form4_155260069328474.xml · nonDerivative · entry 1 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,741 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 $68.03 to $69.63 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 |
| March 06, 2019 Filed Mar 8, 2019 22:27 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 4,750 | $67.05 | $318,487.50 |
DisclosureSEC source: 0001410384-19-000042 · wf-form4_155208405589750.xml · nonDerivative · entry 3 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,074 F3 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F4 · shares: Includes shares sold to cover tax withholding obligations triggered upon lapse of restricted stock units. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.36 to $68.42 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 |
| March 06, 2019 Filed Mar 8, 2019 22:27 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 16,967 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-19-000042 · wf-form4_155208405589750.xml · nonDerivative · entry 2 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,824 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, 2020. Read SEC document |
| March 06, 2019 Filed Mar 8, 2019 22:27 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 16,967 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-19-000042 · wf-form4_155208405589750.xml · nonDerivative · entry 1 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,857 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 6th of each of 2020, 2021 and 2022. 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 |
| March 01, 2019 Filed Mar 5, 2019 22:29 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: 0001410384-19-000029 · wf-form4_155182492995897.xml · derivative · entry 3 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 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. F3 · derivative.exercise_date: This option grant vested as to of the total option grant on 2/20/2016, and thereafter as to 1/48 of the total option grant monthly. The option becomes exercisable as it vests. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 22:29 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 5,000 | $71.10 | $355,500.00 |
DisclosureSEC source: 0001410384-19-000029 · wf-form4_155182492995897.xml · nonDerivative · entry 2 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,890 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 $69.70 to $71.88 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 |
| March 01, 2019 Filed Mar 5, 2019 22:29 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 5,000 | $20.19 | $100,950.00 |
DisclosureSEC source: 0001410384-19-000029 · wf-form4_155182492995897.xml · nonDerivative · entry 1 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,890 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 |
| February 26, 2019 Filed Feb 28, 2019 00:08 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 4,933 | $67.86 | $334,753.38 |
DisclosureSEC source: 0001410384-19-000026 · wf-form4_155131247036219.xml · nonDerivative · entry 2 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,890 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 $67.55 to $68.16 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 25, 2019 Filed Feb 28, 2019 00:08 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 3,000 | $67.94 | $203,820.00 |
DisclosureSEC source: 0001410384-19-000026 · wf-form4_155131247036219.xml · nonDerivative · entry 1 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,823 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 $67.38 to $68.40 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 19, 2019 Filed Feb 21, 2019 22:44 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 5,025 | $64.98 | $326,524.50 |
DisclosureSEC source: 0001410384-19-000024 · wf-form4_155078905989231.xml · nonDerivative · entry 1 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,823 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 $64.60 to $65.29 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 |
| December 03, 2018 Filed Dec 6, 2018 22:55 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 19,000 | $0.00 Strike: $20.19 | $0.00 |
DisclosureSEC source: 0001410384-18-000116 · wf-form4_154413694176351.xml · derivative · entry 5 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 19,000 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. F4 · 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 |
| December 03, 2018 Filed Dec 6, 2018 22:55 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 11,000 | $0.00 Strike: $19.26 | $0.00 |
DisclosureSEC source: 0001410384-18-000116 · wf-form4_154413694176351.xml · derivative · entry 4 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,000 Underlying: Common Stock · 11,000 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.