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 03, 2017 Filed Jul 6, 2017 20:18 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 11,500 | $19.26 Strike: $19.26 | $221,490.00 |
DisclosureSEC source: 0001410384-17-000103 · wf-form4_149937228781785.xml · derivative · entry 6 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,000 Underlying: Common Stock · 11,500 shares Expires 2023-02-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: This option grant vested as to 1/4 of the total option grant on February 16, 2017, and thereafter as to 1/48 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 20:18 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 4,302 | $8.35 Strike: $8.35 | $35,921.70 |
DisclosureSEC source: 0001410384-17-000103 · wf-form4_149937228781785.xml · derivative · entry 5 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,750 Underlying: Common Stock · 4,302 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 |
| July 03, 2017 Filed Jul 6, 2017 20:18 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 20,000 | $36.63 | $732,600.00 |
DisclosureSEC source: 0001410384-17-000103 · wf-form4_149937228781785.xml · nonDerivative · entry 4 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,614 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 $36.375 to $37.10 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 / conversionCommon Stock | 4,198 | $20.19 | $84,757.62 |
DisclosureSEC source: 0001410384-17-000103 · wf-form4_149937228781785.xml · nonDerivative · entry 3 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,614 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 03, 2017 Filed Jul 6, 2017 20:18 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 11,500 | $19.26 | $221,490.00 |
DisclosureSEC source: 0001410384-17-000103 · wf-form4_149937228781785.xml · nonDerivative · entry 2 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,416 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 03, 2017 Filed Jul 6, 2017 20:18 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 4,302 | $8.35 | $35,921.70 |
DisclosureSEC source: 0001410384-17-000103 · wf-form4_149937228781785.xml · nonDerivative · entry 1 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,916 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, 2017 Filed May 27, 2017 01:57 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 12,105 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-17-000077 · wf-form4_149585021703090.xml · derivative · entry 5 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,052 Underlying: Common Stock · 12,105 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 grant becomes exercisable as it vests. Read SEC document |
| May 24, 2017 Filed May 27, 2017 01:57 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 1,666 | $0.00 Strike: $7.48 | $0.00 |
DisclosureSEC source: 0001410384-17-000077 · wf-form4_149585021703090.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 · 1,666 shares Expires 2020-05-08 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 1, 2014, 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, 2017 Filed May 27, 2017 01:57 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 13,771 | $39.92 | $549,738.32 |
DisclosureSEC source: 0001410384-17-000077 · wf-form4_149585021703090.xml · nonDerivative · entry 3 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,614 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 $39.70 to $40.20 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, 2017 Filed May 27, 2017 01:57 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 12,105 | $8.35 | $101,076.75 |
DisclosureSEC source: 0001410384-17-000077 · wf-form4_149585021703090.xml · nonDerivative · entry 2 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,385 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 |
| May 24, 2017 Filed May 27, 2017 01:57 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 1,666 | $7.48 | $12,461.68 |
DisclosureSEC source: 0001410384-17-000077 · wf-form4_149585021703090.xml · nonDerivative · entry 1 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,280 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 15, 2017 Filed Mar 18, 2017 01:28 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 4,687 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-17-000038 · wf-form4_148980051801535.xml · derivative · entry 5 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,157 Underlying: Common Stock · 4,687 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 |
| March 15, 2017 Filed Mar 18, 2017 01:28 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 3,334 | $0.00 Strike: $7.48 | $0.00 |
DisclosureSEC source: 0001410384-17-000038 · wf-form4_148980051801535.xml · derivative · entry 4 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,666 Underlying: Common Stock · 3,334 shares Expires 2020-05-08 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 1, 2014, and thereafter as to 1/48 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| March 15, 2017 Filed Mar 18, 2017 01:28 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 9,219 | $35.21 | $324,600.99 |
DisclosureSEC source: 0001410384-17-000038 · wf-form4_148980051801535.xml · nonDerivative · entry 3 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,614 F1 · 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 $35.40 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 15, 2017 Filed Mar 18, 2017 01:28 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 4,687 | $8.35 | $39,136.45 |
DisclosureSEC source: 0001410384-17-000038 · wf-form4_148980051801535.xml · nonDerivative · entry 2 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,833 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 15, 2017 Filed Mar 18, 2017 01:28 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 3,334 | $7.48 | $24,938.32 |
DisclosureSEC source: 0001410384-17-000038 · wf-form4_148980051801535.xml · nonDerivative · entry 1 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,146 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 22:50 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantStock Option (right to buy) · Derivative | 49,240 | $0.00 Strike: $35.80 | $0.00 |
DisclosureSEC source: 0001410384-17-000021 · wf-form4_148780380616779.xml · derivative · entry 4 Furrer William M · CIK 0001597593 · Chief Strategy 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 22:50 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 19,730 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-17-000021 · wf-form4_148780380616779.xml · nonDerivative · entry 3 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,812 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 22:50 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 2,750 | $35.68 | $98,120.00 |
DisclosureSEC source: 0001410384-17-000021 · wf-form4_148780380616779.xml · nonDerivative · entry 2 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,082 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 22:50 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 3,450 | $35.74 | $123,303.00 |
DisclosureSEC source: 0001410384-17-000021 · wf-form4_148780380616779.xml · nonDerivative · entry 1 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,832 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 12, 2016 Filed Dec 14, 2016 21:27 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 16,034 | $0.00 Strike: $7.48 | $0.00 |
DisclosureSEC source: 0001410384-16-000367 · wf-form4_148175081351259.xml · derivative · entry 3 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 16,034 shares Expires 2020-05-08 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 1, 2014, and thereafter as to 1/48 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| December 12, 2016 Filed Dec 14, 2016 21:27 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Tax withholdingCommon Stock | 3,802 | $31.55 | $119,953.10 |
DisclosureSEC source: 0001410384-16-000367 · wf-form4_148175081351259.xml · nonDerivative · entry 2 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,282 Read SEC document |
| December 12, 2016 Filed Dec 14, 2016 21:27 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 16,034 | $7.48 | $119,934.32 |
DisclosureSEC source: 0001410384-16-000367 · wf-form4_148175081351259.xml · nonDerivative · entry 1 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,084 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 21:52 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 5,034 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-16-000338 · wf-form4_147941953589466.xml · derivative · entry 5 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,844 Underlying: Common Stock · 5,034 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 grant becomes exercisable as it vests. Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 21:52 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 4,966 | $0.00 Strike: $7.48 | $0.00 |
DisclosureSEC source: 0001410384-16-000338 · wf-form4_147941953589466.xml · derivative · entry 4 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,034 Underlying: Common Stock · 4,966 shares Expires 2020-05-08 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 1, 2014, and thereafter as to 1/48 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 21:52 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 10,000 | $30.05 | $300,500.00 |
DisclosureSEC source: 0001410384-16-000338 · wf-form4_147941953589466.xml · nonDerivative · entry 3 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,050 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 $29.575 to $30.60 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 |
| November 15, 2016 Filed Nov 17, 2016 21:52 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 5,034 | $8.35 | $42,033.90 |
DisclosureSEC source: 0001410384-16-000338 · wf-form4_147941953589466.xml · nonDerivative · entry 2 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,050 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 21:52 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 4,966 | $7.48 | $37,145.68 |
DisclosureSEC source: 0001410384-16-000338 · wf-form4_147941953589466.xml · nonDerivative · entry 1 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,016 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 13, 2016 Filed Sep 15, 2016 20:53 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 10,122 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-16-000314 · wf-form4_147397279767427.xml · derivative · entry 3 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,878 Underlying: Common Stock · 10,122 shares Expires 2021-01-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: This option grant vested as to 1/4 of the total option grant on January 24, 2016, and thereafter as to 1/32 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| September 13, 2016 Filed Sep 15, 2016 20:53 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 10,122 | $28.29 | $286,351.38 |
DisclosureSEC source: 0001410384-16-000314 · wf-form4_147397279767427.xml · nonDerivative · entry 2 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,050 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $28.24 to $28.30 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 |
| September 13, 2016 Filed Sep 15, 2016 20:53 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 10,122 | $8.35 | $84,518.70 |
DisclosureSEC source: 0001410384-16-000314 · wf-form4_147397279767427.xml · nonDerivative · entry 1 Furrer William M · CIK 0001597593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,172 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.