Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Q2 Holdings, Inc.QTWO · Entity 4051 | Chief Revenue Officer | September 11, 2018 | September 13, 2018 |
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 September 11, 2018 · Filed September 13, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,864 |
Reported balance
After 2018-09-11 transaction · row 1
1 source rowRow 1 · 2018-09-11 · Sale · Disposed 6,631 · Balance 27,864 F1: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F2: Includes shares sold to cover tax withholding obligations triggered upon lapse of restricted stock units. F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $63.65 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan.
F2: Includes shares sold to cover tax withholding obligations triggered upon lapse of restricted stock units.
F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $63.65 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.
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 11, 2018 Filed Sep 13, 2018 21:47 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 6,631 | $64.05 | $424,715.55 |
DisclosureSEC source: 0001410384-18-000096 · wf-form4_153687523643640.xml · nonDerivative · entry 1 Petersen Christine · CIK 0001719426 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,864 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 $63.65 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 |
| March 08, 2018 Filed Mar 12, 2018 23:34 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 3,985 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-18-000041 · wf-form4_152089764428045.xml · nonDerivative · entry 2 Petersen Christine · CIK 0001719426 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,495 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 23:34 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 3,985 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-18-000041 · wf-form4_152089764428045.xml · nonDerivative · entry 1 Petersen Christine · CIK 0001719426 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,510 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 |
| November 01, 2017 Filed Nov 3, 2017 21:03 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantEmployee Stock Option (right to buy) · Derivative | 66,313 | $0.00 Strike: $41.90 | $0.00 |
DisclosureSEC source: 0001410384-17-000147 · wf-form4_150974299679150.xml · derivative · entry 2 Petersen Christine · CIK 0001719426 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,313 Underlying: Common Stock · 66,313 shares Expires 2024-09-10 F2 · derivative.exercise_date: This option grant vests as to 1/4 of the total option grant on September 10, 2018, and thereafter as to 1/48 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| November 01, 2017 Filed Nov 3, 2017 21:03 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 26,525 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-17-000147 · wf-form4_150974299679150.xml · nonDerivative · entry 1 Petersen Christine · CIK 0001719426 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,525 F1 · shares: Shares of stock acquired represent shares underlying Restricted Stock Units. The Restricted Stock Unites vest annually in four equal installments beginning September 10, 2018. 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.