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 03, 2018 Filed Dec 6, 2018 22:55 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 30,000 | $52.67 | $1,580,100.00 |
DisclosureSEC source: 0001410384-18-000116 · wf-form4_154413694176351.xml · nonDerivative · entry 3 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,848 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 $51.14 to $54.81 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 / conversionCommon Stock | 19,000 | $20.19 | $383,610.00 |
DisclosureSEC source: 0001410384-18-000116 · wf-form4_154413694176351.xml · nonDerivative · entry 2 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,848 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 03, 2018 Filed Dec 6, 2018 22:55 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 11,000 | $19.26 | $211,860.00 |
DisclosureSEC source: 0001410384-18-000116 · wf-form4_154413694176351.xml · nonDerivative · entry 1 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,848 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 04, 2018 Filed Sep 6, 2018 22:38 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 26,048 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-18-000094 · wf-form4_153627349171964.xml · derivative · entry 5 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 26,048 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. F4 · 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 becomes exercisable as it vests. Read SEC document |
| September 04, 2018 Filed Sep 6, 2018 22:38 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: 0001410384-18-000094 · wf-form4_153627349171964.xml · derivative · entry 4 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,000 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. F3 · 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 becomes exercisable as it vests. Read SEC document |
| September 04, 2018 Filed Sep 6, 2018 22:38 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 31,048 | $61.80 | $1,918,766.40 |
DisclosureSEC source: 0001410384-18-000094 · wf-form4_153627349171964.xml · nonDerivative · entry 3 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,848 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 $60.60 to $62.60 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 |
| September 04, 2018 Filed Sep 6, 2018 22:38 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 26,048 | $8.35 | $217,500.80 |
DisclosureSEC source: 0001410384-18-000094 · wf-form4_153627349171964.xml · nonDerivative · entry 2 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,896 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 04, 2018 Filed Sep 6, 2018 22:38 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 5,000 | $20.19 | $100,950.00 |
DisclosureSEC source: 0001410384-18-000094 · wf-form4_153627349171964.xml · nonDerivative · entry 1 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,848 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 29, 2018 Filed May 30, 2018 21:46 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 30,000 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-18-000062 · wf-form4_152771670590104.xml · derivative · entry 6 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,048 Underlying: Common Stock · 30,000 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. F4 · 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 becomes exercisable as it vests. Read SEC document |
| May 29, 2018 Filed May 30, 2018 21:46 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 30,000 | $8.35 | $250,500.00 |
DisclosureSEC source: 0001410384-18-000062 · wf-form4_152771670590104.xml · nonDerivative · entry 3 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,848 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 25, 2018 Filed May 30, 2018 21:46 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 30,000 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-18-000062 · wf-form4_152771670590104.xml · derivative · entry 5 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,048 Underlying: Common Stock · 30,000 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. F4 · 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 becomes exercisable as it vests. Read SEC document |
| May 25, 2018 Filed May 30, 2018 21:46 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 30,000 | $57.35 | $1,720,500.00 |
DisclosureSEC source: 0001410384-18-000062 · wf-form4_152771670590104.xml · nonDerivative · entry 4 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,848 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F3 · 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 $57.75 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 25, 2018 Filed May 30, 2018 21:46 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 30,000 | $57.02 | $1,710,600.00 |
DisclosureSEC source: 0001410384-18-000062 · wf-form4_152771670590104.xml · nonDerivative · entry 2 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,848 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 $56.80 to $57.30 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 25, 2018 Filed May 30, 2018 21:46 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 30,000 | $8.35 | $250,500.00 |
DisclosureSEC source: 0001410384-18-000062 · wf-form4_152771670590104.xml · nonDerivative · entry 1 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,848 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 23:31 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 19,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-18-000034 · wf-form4_152089748939206.xml · nonDerivative · entry 2 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,848 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 23:31 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 19,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-18-000034 · wf-form4_152089748939206.xml · nonDerivative · entry 1 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,848 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 23:24 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 7,932 | $41.95 | $332,747.40 |
DisclosureSEC source: 0001410384-18-000025 · wf-form4_151934184074806.xml · nonDerivative · entry 2 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,848 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 $41.10 to $42.50 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 23:24 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 5,025 | $44.81 | $225,170.25 |
DisclosureSEC source: 0001410384-18-000025 · wf-form4_151934184074806.xml · nonDerivative · entry 1 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,780 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 $44.45 to $45.05 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 |
| December 01, 2017 Filed Dec 1, 2017 23:34 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-17-000163 · wf-form4_151217127875861.xml · derivative · entry 5 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,048 Underlying: Common Stock · 20,000 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. F4 · 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 becomes exercisable as it vests. Read SEC document |
| December 01, 2017 Filed Dec 1, 2017 23:34 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $19.26 | $0.00 |
DisclosureSEC source: 0001410384-17-000163 · wf-form4_151217127875861.xml · derivative · entry 4 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 10,000 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 |
| December 01, 2017 Filed Dec 1, 2017 23:34 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 30,000 | $40.82 | $1,224,600.00 |
DisclosureSEC source: 0001410384-17-000163 · wf-form4_151217127875861.xml · nonDerivative · entry 3 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,805 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 $39.55 to $42.075 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 01, 2017 Filed Dec 1, 2017 23:34 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 20,000 | $8.35 | $167,000.00 |
DisclosureSEC source: 0001410384-17-000163 · wf-form4_151217127875861.xml · nonDerivative · entry 2 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,805 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 01, 2017 Filed Dec 1, 2017 23:34 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 10,000 | $19.26 | $192,600.00 |
DisclosureSEC source: 0001410384-17-000163 · wf-form4_151217127875861.xml · nonDerivative · entry 1 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,805 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 01, 2017 Filed Sep 6, 2017 21:29 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 35,000 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-17-000124 · wf-form4_150473335580876.xml · derivative · entry 3 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,048 Underlying: Common Stock · 35,000 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. 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 becomes exercisable as it vests. Read SEC document |
| September 01, 2017 Filed Sep 6, 2017 21:29 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 35,000 | $39.67 | $1,388,450.00 |
DisclosureSEC source: 0001410384-17-000124 · wf-form4_150473335580876.xml · nonDerivative · entry 2 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,805 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 $39.225 to $40.7 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 01, 2017 Filed Sep 6, 2017 21:29 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 35,000 | $8.35 | $292,250.00 |
DisclosureSEC source: 0001410384-17-000124 · wf-form4_150473335580876.xml · nonDerivative · entry 1 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,805 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 01, 2017 Filed Jun 2, 2017 20:17 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-17-000081 · wf-form4_149643464587658.xml · derivative · entry 3 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,048 Underlying: Common Stock · 25,000 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. 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 becomes exercisable as it vests. Read SEC document |
| June 01, 2017 Filed Jun 2, 2017 20:17 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 25,000 | $39.33 | $983,250.00 |
DisclosureSEC source: 0001410384-17-000081 · wf-form4_149643464587658.xml · nonDerivative · entry 2 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,805 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 $38.90 to $39.95 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 |
| June 01, 2017 Filed Jun 2, 2017 20:17 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 25,000 | $8.35 | $208,750.00 |
DisclosureSEC source: 0001410384-17-000081 · wf-form4_149643464587658.xml · nonDerivative · entry 1 Blue Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,805 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 02, 2017 Filed May 2, 2017 23:09 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $19.26 | $0.00 |
DisclosureSEC source: 0001410384-17-000062 · wf-form4_149376655586224.xml · derivative · entry 8 Anderson Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Stock · 10,000 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. F5 · 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 |
| May 02, 2017 Filed May 2, 2017 23:09 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 8,952 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-17-000062 · wf-form4_149376655586224.xml · derivative · entry 7 Anderson Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,048 Underlying: Common Stock · 8,952 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. F4 · 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 becomes exercisable as it vests. Read SEC document |
| May 02, 2017 Filed May 2, 2017 23:09 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 18,952 | $38.55 | $730,599.60 |
DisclosureSEC source: 0001410384-17-000062 · wf-form4_149376655586224.xml · nonDerivative · entry 5 Anderson Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,805 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F3 · 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 $39.15 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 |
| May 02, 2017 Filed May 2, 2017 23:09 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 10,000 | $19.26 | $192,600.00 |
DisclosureSEC source: 0001410384-17-000062 · wf-form4_149376655586224.xml · nonDerivative · entry 4 Anderson Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,757 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 02, 2017 Filed May 2, 2017 23:09 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 8,952 | $8.35 | $74,749.20 |
DisclosureSEC source: 0001410384-17-000062 · wf-form4_149376655586224.xml · nonDerivative · entry 3 Anderson Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,757 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 01, 2017 Filed May 2, 2017 23:09 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-17-000062 · wf-form4_149376655586224.xml · derivative · entry 6 Anderson Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,000 Underlying: Common Stock · 25,000 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. F4 · 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 becomes exercisable as it vests. Read SEC document |
| May 01, 2017 Filed May 2, 2017 23:09 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 25,000 | $38.25 | $956,250.00 |
DisclosureSEC source: 0001410384-17-000062 · wf-form4_149376655586224.xml · nonDerivative · entry 2 Anderson Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,805 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 $37.625 to $38.55 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 |
| May 01, 2017 Filed May 2, 2017 23:09 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 25,000 | $8.35 | $208,750.00 |
DisclosureSEC source: 0001410384-17-000062 · wf-form4_149376655586224.xml · nonDerivative · entry 1 Anderson Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,805 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 02, 2017 Filed Mar 3, 2017 21:59 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 12,500 | $0.00 Strike: $3.10 | $0.00 |
DisclosureSEC source: 0001410384-17-000030 · wf-form4_148857838226541.xml · derivative · entry 6 Anderson Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,500 shares Expires 2021-12-07 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 December 7, 2012, and thereafter as to 1/48 of the total option grant monthly. The option becomes exercisable as it vests. Read SEC document |
| March 02, 2017 Filed Mar 3, 2017 21:59 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 12,500 | $35.16 | $439,500.00 |
DisclosureSEC source: 0001410384-17-000030 · wf-form4_148857838226541.xml · nonDerivative · entry 4 Anderson Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,805 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.90 to $35.50 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 02, 2017 Filed Mar 3, 2017 21:59 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 12,500 | $3.10 | $38,750.00 |
DisclosureSEC source: 0001410384-17-000030 · wf-form4_148857838226541.xml · nonDerivative · entry 3 Anderson Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,305 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 01, 2017 Filed Mar 3, 2017 21:59 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 12,500 | $0.00 Strike: $3.10 | $0.00 |
DisclosureSEC source: 0001410384-17-000030 · wf-form4_148857838226541.xml · derivative · entry 5 Anderson Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 Underlying: Common Stock · 12,500 shares Expires 2021-12-07 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 December 7, 2012, and thereafter as to 1/48 of the total option grant monthly. The option becomes exercisable as it vests. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:59 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 12,500 | $36.21 | $452,625.00 |
DisclosureSEC source: 0001410384-17-000030 · wf-form4_148857838226541.xml · nonDerivative · entry 2 Anderson Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,805 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 $35.75 to $36.50 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, 2017 Filed Mar 3, 2017 21:59 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 12,500 | $3.10 | $38,750.00 |
DisclosureSEC source: 0001410384-17-000030 · wf-form4_148857838226541.xml · nonDerivative · entry 1 Anderson Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,305 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 21, 2017 Filed Feb 22, 2017 22:51 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantStock Option (right to buy) · Derivative | 49,240 | $0.00 Strike: $35.80 | $0.00 |
DisclosureSEC source: 0001410384-17-000023 · wf-form4_148780385267901.xml · derivative · entry 4 Anderson Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,240 Underlying: Common Stock · 49,240 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 | 19,730 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-17-000023 · wf-form4_148780385267901.xml · nonDerivative · entry 3 Anderson Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,805 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 | 3,000 | $35.70 | $107,100.00 |
DisclosureSEC source: 0001410384-17-000023 · wf-form4_148780385267901.xml · nonDerivative · entry 2 Anderson Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,075 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 | 5,025 | $35.73 | $179,543.25 |
DisclosureSEC source: 0001410384-17-000023 · wf-form4_148780385267901.xml · nonDerivative · entry 1 Anderson Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,075 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 $35.25 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 |
| December 06, 2016 Filed Dec 7, 2016 21:28 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $3.10 | $0.00 |
DisclosureSEC source: 0001410384-16-000348 · wf-form4_148114610411367.xml · derivative · entry 8 Anderson Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 15,000 shares Expires 2021-12-07 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 December 7, 2012, and thereafter as to 1/48 of the total option grant monthly. The option becomes exercisable as it vests. Read SEC document |
| December 06, 2016 Filed Dec 7, 2016 21:28 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 15,000 | $29.78 | $446,700.00 |
DisclosureSEC source: 0001410384-16-000348 · wf-form4_148114610411367.xml · nonDerivative · entry 5 Anderson Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,100 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.65 to $30.05 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 |
| December 06, 2016 Filed Dec 7, 2016 21:28 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 15,000 | $3.10 | $46,500.00 |
DisclosureSEC source: 0001410384-16-000348 · wf-form4_148114610411367.xml · nonDerivative · entry 4 Anderson Adam D · CIK 0001597575 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,100 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.