Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Q2 Holdings, Inc.QTWO · Entity 4051 | SVP, Marketing | November 07, 2016 | November 09, 2016 |
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 November 07, 2016 · Filed November 09, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,200 |
Reported balance
After 2016-11-07 transaction · row 1
1 source rowRow 1 · 2016-11-07 · Sale · Disposed 1,625 · Balance 15,200 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.60 to $29.625 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: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.60 to $29.625 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 |
|---|---|---|---|---|---|---|
| November 07, 2016 Filed Nov 9, 2016 17:30 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 1,625 | $29.62 | $48,132.50 |
DisclosureSEC source: 0001410384-16-000333 · wf-form4_147873059679274.xml · nonDerivative · entry 1 Schultz Lorrie · CIK 0001669228 · SVP, Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,200 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.60 to $29.625 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 12, 2016 Filed Sep 14, 2016 17:21 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 875 | $28.20 | $24,675.00 |
DisclosureSEC source: 0001410384-16-000312 · wf-form4_147388810594291.xml · nonDerivative · entry 1 Schultz Lorrie · CIK 0001669228 · SVP, Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,825 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 $27.95 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.