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 |
|---|---|---|---|---|---|---|
| September 26, 2016 Filed Sep 28, 2016 22:00 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 770 | $3.10 | $2,387.00 |
DisclosureSEC source: 0001410384-16-000317 · wf-form4_147510004444609.xml · nonDerivative · entry 1 Schaper Carl James · CIK 0001554311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,135 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, 2016 Filed Sep 14, 2016 21:21 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 153 | $28.13 | $4,303.89 |
DisclosureSEC source: 0001410384-16-000311 · wf-form4_147388809063646.xml · nonDerivative · entry 2 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 · shares: Includes shares sold to cover tax withholding obligations triggered upon lapse of restricted stock units. Read SEC document |
| September 12, 2016 Filed Sep 14, 2016 21:21 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 100 | $27.95 | $2,795.00 |
DisclosureSEC source: 0001410384-16-000311 · wf-form4_147388809063646.xml · nonDerivative · entry 1 Schaper Carl James · CIK 0001554311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,518 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.