Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Q2 Holdings, Inc.QTWO · Entity 4051 | SVP, Product and Engineering | 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 | 12,378 |
Reported balance
After 2020-07-13 transaction · row 1
1 source rowRow 1 · 2020-07-13 · Sale · Disposed 1,446 · Balance 12,378 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 $89.22 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. |
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 $89.22 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.
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 17:01 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 1,446 | $90.67 | $131,108.82 |
DisclosureSEC source: 0001410384-20-000113 · wf-form4_159484686451025.xml · nonDerivative · entry 1 Hall Anthony Charles · CIK 0001807153 · SVP, Product and Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,378 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 $89.22 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 |
| March 13, 2020 Filed Mar 18, 2020 20:06 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 6,189 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-20-000069 · wf-form4_158457635064902.xml · nonDerivative · entry 2 Hall Anthony Charles · CIK 0001807153 · SVP, Product and Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,824 F1 · date: Form 4 is being filed late due to delays caused by technical difficulties as a result of the COVID-19 pandemic. F3 · 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 18, 2020 20:06 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 6,189 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-20-000069 · wf-form4_158457635064902.xml · nonDerivative · entry 1 Hall Anthony Charles · CIK 0001807153 · SVP, Product and Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,635 F1 · date: Form 4 is being filed late due to delays caused by technical difficulties as a result of the COVID-19 pandemic. F2 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.