Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Q2 Holdings, Inc.QTWO · Entity 4051 | CSO and CMO | July 13, 2020 | July 15, 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 July 13, 2020 · Filed July 15, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 77,173 |
Ending reported balance
After 2020-07-13 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2020-07-13 · Exercise / conversion · Acquired 4,312 · Balance 87,385 Row 2 · 2020-07-13 · Exercise / conversion · Acquired 8,500 · Balance 95,885 Row 3 · 2020-07-13 · Sale · Disposed 18,712 · Balance 77,173 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 $88.96 to $92.00 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $19.26 · Expires 2023-02-16 | Direct | 1,438 |
Reported balance
After 2020-07-13 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2020-07-13 · Exercise / conversion · Disposed 4,312 · Balance 1,438 F3: 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. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $35.80 · Expires 2024-02-21 | Direct | 27,740 |
Reported balance
After 2020-07-13 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2020-07-13 · Exercise / conversion · Disposed 8,500 · Balance 27,740 F4: 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. |
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 $88.96 to $92.00 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F3: 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.
F4: 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.
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 |
|---|---|---|---|---|---|---|
| July 13, 2020 Filed Jul 15, 2020 21:00 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 8,500 | $0.00 Strike: $35.80 | $0.00 |
DisclosureSEC source: 0001410384-20-000111 · wf-form4_159484682841854.xml · derivative · entry 5 Furrer William M · CIK 0001597593 · CSO and CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,740 Underlying: Common Stock · 8,500 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 |
| July 13, 2020 Filed Jul 15, 2020 21:00 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 4,312 | $0.00 Strike: $19.26 | $0.00 |
DisclosureSEC source: 0001410384-20-000111 · wf-form4_159484682841854.xml · derivative · entry 4 Furrer William M · CIK 0001597593 · CSO and CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,438 Underlying: Common Stock · 4,312 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 |
| July 13, 2020 Filed Jul 15, 2020 21:00 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 18,712 | $90.72 | $1,697,552.64 |
DisclosureSEC source: 0001410384-20-000111 · wf-form4_159484682841854.xml · nonDerivative · entry 3 Furrer William M · CIK 0001597593 · CSO and CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,173 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 $88.96 to $92.00 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| July 13, 2020 Filed Jul 15, 2020 21:00 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 8,500 | $35.80 | $304,300.00 |
DisclosureSEC source: 0001410384-20-000111 · wf-form4_159484682841854.xml · nonDerivative · entry 2 Furrer William M · CIK 0001597593 · CSO and CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,885 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 |
| July 13, 2020 Filed Jul 15, 2020 21:00 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 4,312 | $19.26 | $83,049.12 |
DisclosureSEC source: 0001410384-20-000111 · wf-form4_159484682841854.xml · nonDerivative · entry 1 Furrer William M · CIK 0001597593 · CSO and CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,385 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 20:39 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 13,616 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-20-000058 · wf-form4_158447758266363.xml · nonDerivative · entry 2 Furrer William M · CIK 0001597593 · CSO and CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,073 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 20:39 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 13,616 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-20-000058 · wf-form4_158447758266363.xml · nonDerivative · entry 1 Furrer William M · CIK 0001597593 · CSO and CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,457 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 01:03 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 11,989 | $66.76 | $800,385.64 |
DisclosureSEC source: 0001410384-20-000046 · wf-form4_158406138611076.xml · nonDerivative · entry 1 Furrer William M · CIK 0001597593 · CSO and CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,841 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 $65.23 to $68.6 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 21:27 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 8,991 | $73.97 | $665,064.27 |
DisclosureSEC source: 0001410384-20-000042 · wf-form4_158353002275813.xml · nonDerivative · entry 1 Furrer William M · CIK 0001597593 · CSO and CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,830 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 $72.03 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 22:47 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 4,932 | $85.86 | $423,461.52 |
DisclosureSEC source: 0001410384-20-000032 · wf-form4_158258446271122.xml · nonDerivative · entry 1 Furrer William M · CIK 0001597593 · CSO and CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,821 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 $83.67 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 23:26 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 3,450 | $87.00 | $300,150.00 |
DisclosureSEC source: 0001410384-20-000019 · wf-form4_158224116293869.xml · nonDerivative · entry 1 Furrer William M · CIK 0001597593 · CSO and CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,753 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 $86.52 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 16, 2019 Filed Dec 18, 2019 21:44 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 4,012 | $0.00 Strike: $19.26 | $0.00 |
DisclosureSEC source: 0001410384-19-000147 · wf-form4_157670545391133.xml · derivative · entry 5 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,750 Underlying: Common Stock · 4,012 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. F2 · 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 16, 2019 Filed Dec 18, 2019 21:44 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,125 | $0.00 Strike: $20.19 | $0.00 |
DisclosureSEC source: 0001410384-19-000147 · wf-form4_157670545391133.xml · derivative · entry 4 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,125 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. F1 · 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 16, 2019 Filed Dec 18, 2019 21:44 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Tax withholdingCommon Stock | 1,276 | $78.44 | $100,089.44 |
DisclosureSEC source: 0001410384-19-000147 · wf-form4_157670545391133.xml · nonDerivative · entry 3 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,203 Read SEC document |
| December 16, 2019 Filed Dec 18, 2019 21:44 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 4,012 | $19.26 | $77,271.12 |
DisclosureSEC source: 0001410384-19-000147 · wf-form4_157670545391133.xml · nonDerivative · entry 2 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,479 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 16, 2019 Filed Dec 18, 2019 21:44 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 1,125 | $20.19 | $22,713.75 |
DisclosureSEC source: 0001410384-19-000147 · wf-form4_157670545391133.xml · nonDerivative · entry 1 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,467 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 |
| July 01, 2019 Filed Jul 3, 2019 20:29 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 13,000 | $0.00 Strike: $35.80 | $0.00 |
DisclosureSEC source: 0001410384-19-000102 · wf-form4_156218575080911.xml · derivative · entry 5 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,240 Underlying: Common Stock · 13,000 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 |
| July 01, 2019 Filed Jul 3, 2019 20:29 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 301 | $0.00 Strike: $19.26 | $0.00 |
DisclosureSEC source: 0001410384-19-000102 · wf-form4_156218575080911.xml · derivative · entry 4 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,762 Underlying: Common Stock · 301 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 |
| July 01, 2019 Filed Jul 3, 2019 20:29 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 13,301 | $76.18 | $1,013,270.18 |
DisclosureSEC source: 0001410384-19-000102 · wf-form4_156218575080911.xml · nonDerivative · entry 3 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,342 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 $75.51 to $77.715 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 |
| July 01, 2019 Filed Jul 3, 2019 20:29 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 13,000 | $35.80 | $465,400.00 |
DisclosureSEC source: 0001410384-19-000102 · wf-form4_156218575080911.xml · nonDerivative · entry 2 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,643 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 |
| July 01, 2019 Filed Jul 3, 2019 20:29 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 301 | $19.26 | $5,797.26 |
DisclosureSEC source: 0001410384-19-000102 · wf-form4_156218575080911.xml · nonDerivative · entry 1 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,643 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 22:30 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 17,694 | $0.00 Strike: $20.19 | $0.00 |
DisclosureSEC source: 0001410384-19-000078 · wf-form4_155873699179671.xml · derivative · entry 5 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,125 Underlying: Common Stock · 17,694 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 · shares: This option grant vests as to 1/4 of the total option grant on 2/20/16, 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 22:30 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 2,875 | $0.00 Strike: $19.26 | $0.00 |
DisclosureSEC source: 0001410384-19-000078 · wf-form4_155873699179671.xml · derivative · entry 4 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,063 Underlying: Common Stock · 2,875 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 · shares: 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 22:30 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 20,569 | $73.21 | $1,505,856.49 |
DisclosureSEC source: 0001410384-19-000078 · wf-form4_155873699179671.xml · nonDerivative · entry 3 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,342 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 $72.38 to $73.815 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 22:30 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 17,694 | $20.19 | $357,241.86 |
DisclosureSEC source: 0001410384-19-000078 · wf-form4_155873699179671.xml · nonDerivative · entry 2 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,911 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 22:30 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 2,875 | $19.26 | $55,372.50 |
DisclosureSEC source: 0001410384-19-000078 · wf-form4_155873699179671.xml · nonDerivative · entry 1 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,217 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 21:57 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 6,333 | $68.83 | $435,900.39 |
DisclosureSEC source: 0001410384-19-000056 · wf-form4_155260065496449.xml · nonDerivative · entry 1 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,342 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 22:23 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 16,967 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-19-000036 · wf-form4_155208382342063.xml · nonDerivative · entry 2 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,675 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 22:23 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 16,967 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-19-000036 · wf-form4_155208382342063.xml · nonDerivative · entry 1 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,708 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 04, 2019 Filed Mar 6, 2019 22:28 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 4,750 | $68.03 | $323,142.50 |
DisclosureSEC source: 0001410384-19-000032 · wf-form4_155191127535656.xml · nonDerivative · entry 1 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,741 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 $66.52 to $70.77 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, 2019 Filed Feb 21, 2019 22:41 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 7,683 | $65.30 | $501,699.90 |
DisclosureSEC source: 0001410384-19-000019 · wf-form4_155078887635844.xml · nonDerivative · entry 2 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,491 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 $64.35 to $65.84 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 22:41 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 3,450 | $64.98 | $224,181.00 |
DisclosureSEC source: 0001410384-19-000019 · wf-form4_155078887635844.xml · nonDerivative · entry 1 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,174 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 $65.30 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 |
| October 02, 2018 Filed Oct 4, 2018 20:55 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 10,062 | $0.00 Strike: $19.26 | $0.00 |
DisclosureSEC source: 0001410384-18-000103 · wf-form4_153868648409642.xml · derivative · entry 3 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,938 Underlying: Common Stock · 10,062 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 |
| October 02, 2018 Filed Oct 4, 2018 20:55 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 10,062 | $56.58 | $569,307.96 |
DisclosureSEC source: 0001410384-18-000103 · wf-form4_153868648409642.xml · nonDerivative · entry 2 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,624 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 $55.75 to $57.39 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 02, 2018 Filed Oct 4, 2018 20:55 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 10,062 | $19.26 | $193,794.12 |
DisclosureSEC source: 0001410384-18-000103 · wf-form4_153868648409642.xml · nonDerivative · entry 1 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,686 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 12, 2018 Filed Sep 14, 2018 21:03 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GiftCommon Stock | 627 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-18-000098 · wf-form4_153695897496534.xml · nonDerivative · entry 1 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,624 F1 · kind: This transaction represents a gift/charitable donation effective September 12, 2018. This is not a market transaction, thus no price has been reported. No value was received for the gifted shares. Read SEC document |
| September 11, 2018 Filed Sep 13, 2018 21:48 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 3,983 | $0.00 Strike: $20.19 | $0.00 |
DisclosureSEC source: 0001410384-18-000097 · wf-form4_153687527873937.xml · derivative · entry 5 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,819 Underlying: Common Stock · 3,983 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. F2 · 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 |
| September 11, 2018 Filed Sep 13, 2018 21:48 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 2,344 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-18-000097 · wf-form4_153687527873937.xml · derivative · entry 4 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,344 shares Expires 2021-01-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: This option grant vested as to 1/4 of the total option grant on January 24, 2016, and thereafter as to 1/32 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| September 11, 2018 Filed Sep 13, 2018 21:48 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Tax withholdingCommon Stock | 1,558 | $64.20 | $100,023.60 |
DisclosureSEC source: 0001410384-18-000097 · wf-form4_153687527873937.xml · nonDerivative · entry 3 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,251 Read SEC document |
| September 11, 2018 Filed Sep 13, 2018 21:48 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 3,983 | $20.19 | $80,416.77 |
DisclosureSEC source: 0001410384-18-000097 · wf-form4_153687527873937.xml · nonDerivative · entry 2 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,809 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 11, 2018 Filed Sep 13, 2018 21:48 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 2,344 | $8.35 | $19,572.40 |
DisclosureSEC source: 0001410384-18-000097 · wf-form4_153687527873937.xml · nonDerivative · entry 1 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,826 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, 2018 Filed May 29, 2018 21:03 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 16,406 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-18-000061 · wf-form4_152762776494595.xml · derivative · entry 3 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,344 Underlying: Common Stock · 16,406 shares Expires 2021-01-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: This option grant vested as to 1/4 of the total option grant on January 24, 2016, and thereafter as to 1/32 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| May 24, 2018 Filed May 29, 2018 21:03 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 21,406 | $57.35 | $1,227,634.10 |
DisclosureSEC source: 0001410384-18-000061 · wf-form4_152762776494595.xml · nonDerivative · entry 2 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,482 F1 · kind: Shares sold pursuant to Texas Independent Bank, Inc.'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 $57.10 to $57.90 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 24, 2018 Filed May 29, 2018 21:03 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 16,406 | $8.35 | $136,990.10 |
DisclosureSEC source: 0001410384-18-000061 · wf-form4_152762776494595.xml · nonDerivative · entry 1 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,888 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 23:32 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 19,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-18-000036 · wf-form4_152089754802645.xml · nonDerivative · entry 2 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,482 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 23:32 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 19,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-18-000036 · wf-form4_152089754802645.xml · nonDerivative · entry 1 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,482 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 23:23 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 7,682 | $43.34 | $332,937.88 |
DisclosureSEC source: 0001410384-18-000024 · wf-form4_151934180441792.xml · nonDerivative · entry 2 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,482 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F2 · shares: Includes shares sold to cover tax withholding obligations triggered upon lapse of restricted stock units. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $42.25 to $44.80 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 23:23 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 3,450 | $44.60 | $153,870.00 |
DisclosureSEC source: 0001410384-18-000024 · wf-form4_151934180441792.xml · nonDerivative · entry 1 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,164 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F2 · shares: Includes shares sold to cover tax withholding obligations triggered upon lapse of restricted stock units. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.25 to $44.90 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 22:05 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 8,000 | $37.69 | $301,520.00 |
DisclosureSEC source: 0001410384-18-000002 · wf-form4_151510349824260.xml · nonDerivative · entry 1 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,614 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 $37.125 to $37.95 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 |
| July 03, 2017 Filed Jul 6, 2017 20:18 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 4,198 | $20.19 Strike: $20.19 | $84,757.62 |
DisclosureSEC source: 0001410384-17-000103 · wf-form4_149937228781785.xml · derivative · entry 7 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,802 Underlying: Common Stock · 4,198 shares Expires 2022-02-20 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: This option grant vested as to 1/4 of the total option grant on February 20, 2016, and thereafter as to 1/48 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.