Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Q2 Holdings, Inc.QTWO · Entity 4051 | Director | June 09, 2020 | June 11, 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 June 09, 2020 · Filed June 11, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,316 |
Reported balance
After 2020-06-09 transaction · row 1
1 source rowRow 1 · 2020-06-09 · Grant · Acquired 2,210 · Balance 27,316 F1: Shares of stock acquired represent shares underlying Restricted Stock Units. The Restricted Stock Units vest in equal quarterly installments over one year beginning September 9, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of stock acquired represent shares underlying Restricted Stock Units. The Restricted Stock Units vest in equal quarterly installments over one year beginning September 9, 2020.
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 |
|---|---|---|---|---|---|---|
| June 09, 2020 Filed Jun 11, 2020 21:02 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 2,210 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-20-000095 · wf-form4_159190930446341.xml · nonDerivative · entry 1 Schaper Carl James · CIK 0001554311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,316 F1 · shares: Shares of stock acquired represent shares underlying Restricted Stock Units. The Restricted Stock Units vest in equal quarterly installments over one year beginning September 9, 2020. Read SEC document |
| June 11, 2019 Filed Jun 13, 2019 20:35 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 2,594 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-19-000095 · wf-form4_156045810986078.xml · nonDerivative · entry 1 Schaper Carl James · CIK 0001554311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,106 F1 · shares: Shares of stock acquired represent shares underlying Restricted Stock Units. The Restricted Stock Units vest in equal quarterly installments over one year beginning September 9, 2019. Read SEC document |
| December 13, 2018 Filed Dec 18, 2018 21:14 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 187 | $0.00 Strike: $27.86 | $0.00 |
DisclosureSEC source: 0001410384-18-000121 · wf-form4_154516765664364.xml · derivative · entry 4 Schaper Carl James · CIK 0001554311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 377 Underlying: Common Stock · 187 shares Expires 2023-06-09 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 and became exercisable in equal monthly installments over 36 months beginning July 9, 2016. Read SEC document |
| December 13, 2018 Filed Dec 18, 2018 21:14 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 162 | $49.77 | $8,062.74 |
DisclosureSEC source: 0001410384-18-000121 · wf-form4_154516765664364.xml · nonDerivative · entry 3 Schaper Carl James · CIK 0001554311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,512 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. Read SEC document |
| December 13, 2018 Filed Dec 18, 2018 21:14 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 100 | $51.17 | $5,117.00 |
DisclosureSEC source: 0001410384-18-000121 · wf-form4_154516765664364.xml · nonDerivative · entry 2 Schaper Carl James · CIK 0001554311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,674 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. Read SEC document |
| December 13, 2018 Filed Dec 18, 2018 21:14 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 187 | $27.86 | $5,209.82 |
DisclosureSEC source: 0001410384-18-000121 · wf-form4_154516765664364.xml · nonDerivative · entry 1 Schaper Carl James · CIK 0001554311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,774 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, 2018 Filed Sep 17, 2018 22:09 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 1,679 | $0.00 Strike: $27.86 | $0.00 |
DisclosureSEC source: 0001410384-18-000100 · wf-form4_153722215488757.xml · derivative · entry 9 Schaper Carl James · CIK 0001554311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 564 Underlying: Common Stock · 1,679 shares Expires 2023-06-09 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. F7 · derivative.exercise_date: This option grant vested and became exercisable in equal monthly installments over 36 months beginning July 9, 2016. Read SEC document |
| September 13, 2018 Filed Sep 17, 2018 22:09 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 1,794 | $0.00 Strike: $27.86 | $0.00 |
DisclosureSEC source: 0001410384-18-000100 · wf-form4_153722215488757.xml · derivative · entry 8 Schaper Carl James · CIK 0001554311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,794 shares Expires 2023-06-09 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. F6 · derivative.exercise_date: This option grant vested and became exercisable in equal monthly installments over 12 months beginning July 9, 2016. Read SEC document |
| September 13, 2018 Filed Sep 17, 2018 22:09 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 5,022 | $0.00 Strike: $24.89 | $0.00 |
DisclosureSEC source: 0001410384-18-000100 · wf-form4_153722215488757.xml · derivative · entry 7 Schaper Carl James · CIK 0001554311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,022 shares Expires 2022-06-09 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 and became exercisable in equal monthly installments over 36 months beginning July 9, 2015. Read SEC document |
| September 13, 2018 Filed Sep 17, 2018 22:09 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 9,182 | $0.00 Strike: $13.00 | $0.00 |
DisclosureSEC source: 0001410384-18-000100 · wf-form4_153722215488757.xml · derivative · entry 6 Schaper Carl James · CIK 0001554311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,182 shares Expires 2024-03-19 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: The option grant vested and became exercisable in equal monthly installments over 36 months beginning on April 19, 2014. Read SEC document |
| September 13, 2018 Filed Sep 17, 2018 22:09 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 17,752 | $66.19 | $1,175,004.88 |
DisclosureSEC source: 0001410384-18-000100 · wf-form4_153722215488757.xml · nonDerivative · entry 5 Schaper Carl James · CIK 0001554311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,587 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 $65.30 to $67.05 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 |
| September 13, 2018 Filed Sep 17, 2018 22:09 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 1,679 | $27.86 | $46,776.94 |
DisclosureSEC source: 0001410384-18-000100 · wf-form4_153722215488757.xml · nonDerivative · entry 4 Schaper Carl James · CIK 0001554311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,339 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, 2018 Filed Sep 17, 2018 22:09 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 1,794 | $27.86 | $49,980.84 |
DisclosureSEC source: 0001410384-18-000100 · wf-form4_153722215488757.xml · nonDerivative · entry 3 Schaper Carl James · CIK 0001554311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,660 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, 2018 Filed Sep 17, 2018 22:09 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 5,022 | $24.89 | $124,997.58 |
DisclosureSEC source: 0001410384-18-000100 · wf-form4_153722215488757.xml · nonDerivative · entry 2 Schaper Carl James · CIK 0001554311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,866 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 13, 2018 Filed Sep 17, 2018 22:09 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 9,182 | $13.00 | $119,366.00 |
DisclosureSEC source: 0001410384-18-000100 · wf-form4_153722215488757.xml · nonDerivative · entry 1 Schaper Carl James · CIK 0001554311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,844 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 13, 2018 Filed Jun 15, 2018 21:45 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 433 | $0.00 Strike: $13.00 | $0.00 |
DisclosureSEC source: 0001410384-18-000073 · wf-form4_152909913267398.xml · derivative · entry 6 Schaper Carl James · CIK 0001554311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,182 Underlying: Common Stock · 433 shares Expires 2024-03-19 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. F6 · derivative.exercise_date: The option grant vested and became exercisable in equal monthly installments over 36 months beginning on April 19, 2014. Read SEC document |
| June 13, 2018 Filed Jun 15, 2018 21:45 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 18,580 | $0.00 Strike: $7.82 | $0.00 |
DisclosureSEC source: 0001410384-18-000073 · wf-form4_152909913267398.xml · derivative · entry 5 Schaper Carl James · CIK 0001554311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,580 shares Expires 2020-11-21 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. F5 · derivative.exercise_date: This option grant vested as to 1/4 of the total option grant on November 21, 2014, and thereafter as to 1/48 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| June 13, 2018 Filed Jun 15, 2018 21:45 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 20,000 | $61.34 | $1,226,800.00 |
DisclosureSEC source: 0001410384-18-000073 · wf-form4_152909913267398.xml · nonDerivative · entry 4 Schaper Carl James · CIK 0001554311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,662 F2 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F3 · 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 $60.90 to $62.20 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 |
| June 13, 2018 Filed Jun 15, 2018 21:45 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 2,362 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-18-000073 · wf-form4_152909913267398.xml · nonDerivative · entry 3 Schaper Carl James · CIK 0001554311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,662 F1 · shares: Shares of stock acquired represent shares underlying Restricted Stock Units. The Restricted Stock Units vest in equal quarterly installments over one year beginning September 9, 2018. Read SEC document |
| June 13, 2018 Filed Jun 15, 2018 21:45 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 433 | $13.00 | $5,629.00 |
DisclosureSEC source: 0001410384-18-000073 · wf-form4_152909913267398.xml · nonDerivative · entry 2 Schaper Carl James · CIK 0001554311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,300 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 13, 2018 Filed Jun 15, 2018 21:45 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 18,580 | $7.82 | $145,295.60 |
DisclosureSEC source: 0001410384-18-000073 · wf-form4_152909913267398.xml · nonDerivative · entry 1 Schaper Carl James · CIK 0001554311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,867 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, 2018 Filed Mar 15, 2018 20:50 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 19,013 | $0.00 Strike: $7.82 | $0.00 |
DisclosureSEC source: 0001410384-18-000046 · wf-form4_152114702195057.xml · derivative · entry 3 Schaper Carl James · CIK 0001554311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,580 Underlying: Common Stock · 19,013 shares Expires 2020-11-21 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: This option grant vested as to 1/4 of the total option grant on November 21, 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 13, 2018 Filed Mar 15, 2018 20:50 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 20,000 | $47.39 | $947,800.00 |
DisclosureSEC source: 0001410384-18-000046 · wf-form4_152114702195057.xml · nonDerivative · entry 2 Schaper Carl James · CIK 0001554311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,287 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 $46.70 to $48.05 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 |
| March 13, 2018 Filed Mar 15, 2018 20:50 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 19,013 | $7.82 | $148,681.66 |
DisclosureSEC source: 0001410384-18-000046 · wf-form4_152114702195057.xml · nonDerivative · entry 1 Schaper Carl James · CIK 0001554311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,287 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 29, 2017 Filed Jan 3, 2018 22:16 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 18,177 | $0.00 Strike: $7.82 | $0.00 |
DisclosureSEC source: 0001410384-18-000001 · wf-form4_151501777925010.xml · derivative · entry 3 Schaper Carl James · CIK 0001554311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,593 Underlying: Common Stock · 18,177 shares Expires 2020-11-21 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: This option grant vested as to 1/4 of the total option grant on November 21, 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 29, 2017 Filed Jan 3, 2018 22:16 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 20,000 | $36.86 | $737,200.00 |
DisclosureSEC source: 0001410384-18-000001 · wf-form4_151501777925010.xml · nonDerivative · entry 2 Schaper Carl James · CIK 0001554311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,274 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 $36.50 to $37.15 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 |
| December 29, 2017 Filed Jan 3, 2018 22:16 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 18,177 | $7.82 | $142,144.14 |
DisclosureSEC source: 0001410384-18-000001 · wf-form4_151501777925010.xml · nonDerivative · entry 1 Schaper Carl James · CIK 0001554311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,274 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 11, 2017 Filed Dec 13, 2017 22:22 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 75 | $40.45 | $3,033.75 |
DisclosureSEC source: 0001410384-17-000168 · wf-form4_151320375157959.xml · nonDerivative · entry 1 Schaper Carl James · CIK 0001554311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,097 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. Read SEC document |
| September 25, 2017 Filed Sep 27, 2017 21:02 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 20,000 | $7.82 Strike: $7.82 | $156,400.00 |
DisclosureSEC source: 0001410384-17-000129 · wf-form4_150654614765189.xml · derivative · entry 3 Schaper Carl James · CIK 0001554311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,770 Underlying: Common Stock · 20,000 shares Expires 2020-11-21 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: This option grant vested as to 1/4 of the total option grant on November 21, 2014, and thereafter as to 1/48 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| September 25, 2017 Filed Sep 27, 2017 21:02 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 20,000 | $39.41 | $788,200.00 |
DisclosureSEC source: 0001410384-17-000129 · wf-form4_150654614765189.xml · nonDerivative · entry 2 Schaper Carl James · CIK 0001554311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,172 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 $39.275 to $39.60 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 25, 2017 Filed Sep 27, 2017 21:02 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 20,000 | $7.82 | $156,400.00 |
DisclosureSEC source: 0001410384-17-000129 · wf-form4_150654614765189.xml · nonDerivative · entry 1 Schaper Carl James · CIK 0001554311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,172 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 |
| September 11, 2017 Filed Sep 13, 2017 20:25 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 75 | $41.30 | $3,097.50 |
DisclosureSEC source: 0001410384-17-000126 · wf-form4_150533434371357.xml · nonDerivative · entry 1 Schaper Carl James · CIK 0001554311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,172 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F2 · price: Includes shares sold to cover tax withholding obligations triggered upon lapse of restricted stock units. Read SEC document |
| June 26, 2017 Filed Jun 27, 2017 21:40 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $7.82 | $0.00 |
DisclosureSEC source: 0001410384-17-000102 · wf-form4_149859960653774.xml · derivative · entry 3 Schaper Carl James · CIK 0001554311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,770 Underlying: Common Stock · 20,000 shares Expires 2020-11-21 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: This option grant vested as to 1/4 of the total option grant on November 21, 2014, and thereafter as to 1/48 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| June 26, 2017 Filed Jun 27, 2017 21:40 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 20,000 | $37.43 | $748,600.00 |
DisclosureSEC source: 0001410384-17-000102 · wf-form4_149859960653774.xml · nonDerivative · entry 2 Schaper Carl James · CIK 0001554311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,247 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 $37.15 to $38.05 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 |
| June 26, 2017 Filed Jun 27, 2017 21:40 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 20,000 | $7.82 | $156,400.00 |
DisclosureSEC source: 0001410384-17-000102 · wf-form4_149859960653774.xml · nonDerivative · entry 1 Schaper Carl James · CIK 0001554311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,247 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 12, 2017 Filed Jun 12, 2017 21:43 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 155 | $37.70 | $5,843.50 |
DisclosureSEC source: 0001410384-17-000100 · wf-form4_149730380073436.xml · nonDerivative · entry 3 Schaper Carl James · CIK 0001554311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,247 F2 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F3 · shares: Includes shares sold to cover tax withholding obligations triggered upon lapse of restricted stock units. Read SEC document |
| June 12, 2017 Filed Jun 12, 2017 21:43 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 100 | $37.65 | $3,765.00 |
DisclosureSEC source: 0001410384-17-000100 · wf-form4_149730380073436.xml · nonDerivative · entry 2 Schaper Carl James · CIK 0001554311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,402 F2 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F3 · shares: Includes shares sold to cover tax withholding obligations triggered upon lapse of restricted stock units. Read SEC document |
| June 08, 2017 Filed Jun 12, 2017 21:43 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 3,647 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-17-000100 · wf-form4_149730380073436.xml · nonDerivative · entry 1 Schaper Carl James · CIK 0001554311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,502 F1 · shares: Shares of stock acquired represent shares underlying Restricted Stock Units. The Restricted Stock Units vest in equal quarterly installments over one year beginning September 9, 2017. Read SEC document |
| March 27, 2017 Filed Mar 27, 2017 22:26 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $7.82 | $0.00 |
DisclosureSEC source: 0001410384-17-000041 · wf-form4_149065356529647.xml · derivative · entry 3 Schaper Carl James · CIK 0001554311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,770 Underlying: Common Stock · 20,000 shares Expires 2020-11-21 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: This option grant vested as to 1/4 of the total option grant on November 21, 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 27, 2017 Filed Mar 27, 2017 22:26 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 20,000 | $34.81 | $696,200.00 |
DisclosureSEC source: 0001410384-17-000041 · wf-form4_149065356529647.xml · nonDerivative · entry 2 Schaper Carl James · CIK 0001554311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 855 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 $34.60 to $35.00 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 27, 2017 Filed Mar 27, 2017 22:26 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 20,000 | $7.82 | $156,400.00 |
DisclosureSEC source: 0001410384-17-000041 · wf-form4_149065356529647.xml · nonDerivative · entry 1 Schaper Carl James · CIK 0001554311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,855 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 10, 2017 Filed Mar 11, 2017 02:15 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 255 | $34.99 | $8,922.45 |
DisclosureSEC source: 0001410384-17-000035 · wf-form4_148919850518029.xml · nonDerivative · entry 1 Schaper Carl James · CIK 0001554311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 855 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 $34.75 to $35.30 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 |
| December 27, 2016 Filed Dec 28, 2016 21:40 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $7.82 | $0.00 |
DisclosureSEC source: 0001410384-16-000370 · wf-form4_148296121786597.xml · derivative · entry 3 Schaper Carl James · CIK 0001554311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,770 Underlying: Common Stock · 20,000 shares Expires 2020-11-21 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: This option vested as to 1/4 of the total option grant on November 21, 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 27, 2016 Filed Dec 28, 2016 21:40 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 20,000 | $28.94 | $578,800.00 |
DisclosureSEC source: 0001410384-16-000370 · wf-form4_148296121786597.xml · nonDerivative · entry 2 Schaper Carl James · CIK 0001554311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,110 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 $28.75 to $29.15 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 |
| December 27, 2016 Filed Dec 28, 2016 21:40 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 20,000 | $7.82 | $156,400.00 |
DisclosureSEC source: 0001410384-16-000370 · wf-form4_148296121786597.xml · nonDerivative · entry 1 Schaper Carl James · CIK 0001554311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,110 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 12, 2016 Filed Dec 14, 2016 21:27 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 255 | $31.75 | $8,096.25 |
DisclosureSEC source: 0001410384-16-000368 · wf-form4_148175083041924.xml · nonDerivative · entry 1 Schaper Carl James · CIK 0001554311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,110 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. Read SEC document |
| September 26, 2016 Filed Sep 28, 2016 22:00 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 19,230 | $0.00 Strike: $7.82 | $0.00 |
DisclosureSEC source: 0001410384-16-000317 · wf-form4_147510004444609.xml · derivative · entry 5 Schaper Carl James · CIK 0001554311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,770 Underlying: Common Stock · 19,230 shares Expires 2020-11-21 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 November 21, 2014, and thereafter as to 1/48 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| September 26, 2016 Filed Sep 28, 2016 22:00 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 770 | $0.00 Strike: $3.10 | $0.00 |
DisclosureSEC source: 0001410384-16-000317 · wf-form4_147510004444609.xml · derivative · entry 4 Schaper Carl James · CIK 0001554311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 770 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. F3 · derivative.exercise_date: This option grant vested as to 1/4 of the total option grant on December 1, 2012, and thereafter as to 1/48 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| September 26, 2016 Filed Sep 28, 2016 22:00 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 20,000 | $28.06 | $561,200.00 |
DisclosureSEC source: 0001410384-16-000317 · wf-form4_147510004444609.xml · nonDerivative · entry 3 Schaper Carl James · CIK 0001554311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,365 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 $27.91 to $28.20 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 |
| September 26, 2016 Filed Sep 28, 2016 22:00 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 19,230 | $7.82 | $150,378.60 |
DisclosureSEC source: 0001410384-16-000317 · wf-form4_147510004444609.xml · nonDerivative · entry 2 Schaper Carl James · CIK 0001554311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,365 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.