Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| nCino, Inc.NCNO · Entity 4391 | SVP of Accounting | August 27, 2026 | August 31, 2026 |
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.
nCino, Inc.
Report date August 27, 2026 · Filed August 31, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 47,763 |
Reported balance
After 2026-08-27 transaction · row 1
1 source rowRow 1 · 2026-08-27 · Sale · Disposed 690 · Balance 47,763 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
nCino OpCo, Inc.
Report date January 07, 2022 · Filed January 11, 2022
Section 16 reporting ended · disclosed 2022-01-11. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2022-01-07 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-01-07 · Disposition to issuer · Disposed 2,293 · Balance 3,243 F9: Includes 57 Shares acquired under the Issuer's stock purchase plan on December 31, 2021. F1: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among the Issuer, Penny HoldCo, Inc., a Delaware corporation and a wholly owned subsidiary of the Issuer ("Parent"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) the Issuer merged with a merger sub and survived such merger as a wholly owned subsidiary of Parent (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of Parent; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of Parent (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers"). Upon completion of the Mergers, Parent changed its name to nCino, Inc. F2: Pursuant to the Merger Agreement, at the effective time of the nCino Merger (the "Effective Time"), these shares of the Issuer's common stock, par value $0.0005 per share, ("Shares") converted automatically into an equivalent number of shares of common stock, par value $0.0005 per share, of Parent ("Parent Shares"). As of January 7, 2022, the closing market price of the Shares was $50.82. Row 2 · 2022-01-07 · Disposition to issuer · Disposed 3,243 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among the Issuer, Penny HoldCo, Inc., a Delaware corporation and a wholly owned subsidiary of the Issuer ("Parent"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) the Issuer merged with a merger sub and survived such merger as a wholly owned subsidiary of Parent (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of Parent; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of Parent (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers"). Upon completion of the Mergers, Parent changed its name to nCino, Inc. F3: Pursuant to the Merger Agreement, at the Effective Time, these restricted stock units ("RSUs") converted automatically into an award of an equivalent number of Parent restricted stock units on substantially the same terms and conditions (including vesting and delivery schedule) as applied to such RSU immediately prior to the Effective Time. |
| Common StockSEC Table I · non-derivative | IndirectBy spouse | 0 |
Reported balance
After 2022-01-07 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2022-01-07 · Disposition to issuer · Disposed 13,566 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among the Issuer, Penny HoldCo, Inc., a Delaware corporation and a wholly owned subsidiary of the Issuer ("Parent"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) the Issuer merged with a merger sub and survived such merger as a wholly owned subsidiary of Parent (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of Parent; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of Parent (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers"). Upon completion of the Mergers, Parent changed its name to nCino, Inc. F2: Pursuant to the Merger Agreement, at the effective time of the nCino Merger (the "Effective Time"), these shares of the Issuer's common stock, par value $0.0005 per share, ("Shares") converted automatically into an equivalent number of shares of common stock, par value $0.0005 per share, of Parent ("Parent Shares"). As of January 7, 2022, the closing market price of the Shares was $50.82. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2027-11-22 | Direct | 0 |
Reported balance
After 2022-01-07 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-01-07 · Disposition to issuer · Disposed 1,064 · Balance 0 F5: Each RSU represents a contingent right to receive one Share. These RSUs remain from an original grant of 1,418 RSUs that vest in four equal annual installments starting on November 1, 2021, subject to the reporting person's continued employment through the applicable vesting date. F1: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among the Issuer, Penny HoldCo, Inc., a Delaware corporation and a wholly owned subsidiary of the Issuer ("Parent"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) the Issuer merged with a merger sub and survived such merger as a wholly owned subsidiary of Parent (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of Parent; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of Parent (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers"). Upon completion of the Mergers, Parent changed its name to nCino, Inc. F3: Pursuant to the Merger Agreement, at the Effective Time, these restricted stock units ("RSUs") converted automatically into an award of an equivalent number of Parent restricted stock units on substantially the same terms and conditions (including vesting and delivery schedule) as applied to such RSU immediately prior to the Effective Time. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2026-08-15 | Direct | 0 |
Reported balance
After 2022-01-07 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2022-01-07 · Disposition to issuer · Disposed 4,375 · Balance 0 F6: Each RSU represents a contingent right to receive one Share. These RSUs remain from an original grant of 8,750 RSUs that vest in four equal annual installments starting on August 1, 2020, subject to the reporting person's continued employment through the applicable vesting date. F1: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among the Issuer, Penny HoldCo, Inc., a Delaware corporation and a wholly owned subsidiary of the Issuer ("Parent"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) the Issuer merged with a merger sub and survived such merger as a wholly owned subsidiary of Parent (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of Parent; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of Parent (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers"). Upon completion of the Mergers, Parent changed its name to nCino, Inc. F3: Pursuant to the Merger Agreement, at the Effective Time, these restricted stock units ("RSUs") converted automatically into an award of an equivalent number of Parent restricted stock units on substantially the same terms and conditions (including vesting and delivery schedule) as applied to such RSU immediately prior to the Effective Time. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2027-06-08 | Direct | 0 |
Reported balance
After 2022-01-07 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2022-01-07 · Disposition to issuer · Disposed 11,805 · Balance 0 F7: Each RSU represents a contingent right to receive one Share. These RSUs remain from an original grant of 15,740 RSUs that vest in four equal annual installments starting on June 8, 2021, subject to the reporting person's continued employment through the applicable vesting date. F1: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among the Issuer, Penny HoldCo, Inc., a Delaware corporation and a wholly owned subsidiary of the Issuer ("Parent"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) the Issuer merged with a merger sub and survived such merger as a wholly owned subsidiary of Parent (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of Parent; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of Parent (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers"). Upon completion of the Mergers, Parent changed its name to nCino, Inc. F3: Pursuant to the Merger Agreement, at the Effective Time, these restricted stock units ("RSUs") converted automatically into an award of an equivalent number of Parent restricted stock units on substantially the same terms and conditions (including vesting and delivery schedule) as applied to such RSU immediately prior to the Effective Time. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.71 · Expires 2028-09-18 | Direct | 0 |
Reported balance
After 2022-01-07 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2022-01-07 · Disposition to issuer · Disposed 3,000 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among the Issuer, Penny HoldCo, Inc., a Delaware corporation and a wholly owned subsidiary of the Issuer ("Parent"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) the Issuer merged with a merger sub and survived such merger as a wholly owned subsidiary of Parent (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of Parent; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of Parent (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers"). Upon completion of the Mergers, Parent changed its name to nCino, Inc. F4: Pursuant to the Merger Agreement, at the Effective Time, these options converted automatically into an equivalent number of options to purchase Parent Shares on substantially the same terms and conditions (including vesting schedule and per share exercise price) as applied to such options immediately prior to the Effective Time. F8: This option vests in four equal annual installments starting on August 1, 2019, subject to the reporting person's continued employment through the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among the Issuer, Penny HoldCo, Inc., a Delaware corporation and a wholly owned subsidiary of the Issuer ("Parent"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) the Issuer merged with a merger sub and survived such merger as a wholly owned subsidiary of Parent (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of Parent; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of Parent (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers"). Upon completion of the Mergers, Parent changed its name to nCino, Inc.
F2: Pursuant to the Merger Agreement, at the effective time of the nCino Merger (the "Effective Time"), these shares of the Issuer's common stock, par value $0.0005 per share, ("Shares") converted automatically into an equivalent number of shares of common stock, par value $0.0005 per share, of Parent ("Parent Shares"). As of January 7, 2022, the closing market price of the Shares was $50.82.
F3: Pursuant to the Merger Agreement, at the Effective Time, these restricted stock units ("RSUs") converted automatically into an award of an equivalent number of Parent restricted stock units on substantially the same terms and conditions (including vesting and delivery schedule) as applied to such RSU immediately prior to the Effective Time.
F4: Pursuant to the Merger Agreement, at the Effective Time, these options converted automatically into an equivalent number of options to purchase Parent Shares on substantially the same terms and conditions (including vesting schedule and per share exercise price) as applied to such options immediately prior to the Effective Time.
F5: Each RSU represents a contingent right to receive one Share. These RSUs remain from an original grant of 1,418 RSUs that vest in four equal annual installments starting on November 1, 2021, subject to the reporting person's continued employment through the applicable vesting date.
F6: Each RSU represents a contingent right to receive one Share. These RSUs remain from an original grant of 8,750 RSUs that vest in four equal annual installments starting on August 1, 2020, subject to the reporting person's continued employment through the applicable vesting date.
F7: Each RSU represents a contingent right to receive one Share. These RSUs remain from an original grant of 15,740 RSUs that vest in four equal annual installments starting on June 8, 2021, subject to the reporting person's continued employment through the applicable vesting date.
F8: This option vests in four equal annual installments starting on August 1, 2019, subject to the reporting person's continued employment through the applicable vesting date.
F9: Includes 57 Shares acquired under the Issuer's stock purchase plan on December 31, 2021.
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 |
|---|---|---|---|---|---|---|
| February 06, 2023 Filed Feb 7, 2023 01:22 UTC | nCino, Inc. NCNO · Entity 4391 | SaleCommon Stock | 696 | $29.91 | $20,817.36 |
DisclosureSEC source: 0001140361-23-004774 · form4.xml · nonDerivative · entry 3 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,141 F2 · shares: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| February 03, 2023 Filed Feb 7, 2023 01:22 UTC | nCino, Inc. NCNO · Entity 4391 | SaleCommon Stock | 343 | $30.55 | $10,479.34 |
DisclosureSEC source: 0001140361-23-004774 · form4.xml · nonDerivative · entry 2 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,837 F1 · shares: These shares were sold to cover tax withholding due upon vesting of RSUs. Such "sales to cover" are mandated by the Issuer's equity incentive plans to satisfy tax withholding obligations and do not represent a discretionary trade by the reporting person. Read SEC document |
| February 02, 2023 Filed Feb 7, 2023 01:22 UTC | nCino, Inc. NCNO · Entity 4391 | SaleCommon Stock | 324 | $31.35 | $10,158.70 |
DisclosureSEC source: 0001140361-23-004774 · form4.xml · nonDerivative · entry 1 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,180 F1 · shares: These shares were sold to cover tax withholding due upon vesting of RSUs. Such "sales to cover" are mandated by the Issuer's equity incentive plans to satisfy tax withholding obligations and do not represent a discretionary trade by the reporting person. Read SEC document |
| November 03, 2022 Filed Nov 4, 2022 21:03 UTC | nCino, Inc. NCNO · Entity 4391 | SaleCommon Stock | 186 | $28.07 | $5,221.02 |
DisclosureSEC source: 0001140361-22-040032 · form4.xml · nonDerivative · entry 2 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,504 F2 · shares: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| November 02, 2022 Filed Nov 4, 2022 21:03 UTC | nCino, Inc. NCNO · Entity 4391 | SaleCommon Stock | 169 | $28.95 | $4,892.55 |
DisclosureSEC source: 0001140361-22-040032 · form4.xml · nonDerivative · entry 1 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,690 F1 · shares: These shares were sold to cover tax withholding due upon vesting of RSUs. Such "sales to cover" are mandated by the Issuer's equity incentive plans to satisfy tax withholding obligations and do not represent a discretionary trade by the reporting person. Read SEC document |
| September 26, 2022 Filed Sep 28, 2022 21:37 UTC | nCino, Inc. NCNO · Entity 4391 | SaleCommon Stock | 1,213 | $33.76 | $40,950.88 |
DisclosureSEC source: 0001567619-22-017916 · doc1.xml · nonDerivative · entry 1 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,859 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| August 02, 2022 Filed Aug 4, 2022 22:20 UTC | nCino, Inc. NCNO · Entity 4391 | SaleCommon Stock | 974 | $32.35 | $31,504.03 |
DisclosureSEC source: 0001567619-22-014984 · doc1.xml · nonDerivative · entry 1 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,072 F1 · shares: These shares were sold to cover tax withholding due upon vesting of RSUs. Such "sales to cover" are mandated by the Issuer's equity incentive plans to satisfy tax withholding obligations and do not represent a discretionary trade by the reporting person. Read SEC document |
| July 06, 2022 Filed Jul 8, 2022 22:59 UTC | nCino, Inc. NCNO · Entity 4391 | SaleCommon Stock | 1,460 | $36.27 | $52,955.51 |
DisclosureSEC source: 0001567619-22-013839 · doc1.xml · nonDerivative · entry 2 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,046 F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $36.19 to $36.415, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, 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 footnote (2). Read SEC document |
| July 06, 2022 Filed Jul 8, 2022 22:59 UTC | nCino, Inc. NCNO · Entity 4391 | SaleCommon Stock | 2,604 | $35.92 | $93,539.85 |
DisclosureSEC source: 0001567619-22-013839 · doc1.xml · nonDerivative · entry 1 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,506 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $35.19 to $36.17, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, 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 footnote (1). Read SEC document |
| June 09, 2022 Filed Jun 13, 2022 21:25 UTC | nCino, Inc. NCNO · Entity 4391 | SaleCommon Stock | 1,830 | $34.55 | $63,228.33 |
DisclosureSEC source: 0001567619-22-012791 · doc1.xml · nonDerivative · entry 1 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,110 F1 · shares: These shares were sold to cover tax withholding due upon vesting of RSUs. Such "sales to cover" are mandated by the Issuer's equity incentive plans to satisfy tax withholding obligations and do not represent a discretionary trade by the reporting person. Read SEC document |
| April 12, 2022 Filed Apr 13, 2022 21:16 UTC | nCino, Inc. NCNO · Entity 4391 | SaleCommon Stock | 2,273 | $43.12 | $98,010.85 |
DisclosureSEC source: 0001567619-22-008493 · doc1.xml · nonDerivative · entry 2 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse Disclosed balance after: 0 F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $43.07 to $43.24, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, 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 footnote (2). Read SEC document |
| April 12, 2022 Filed Apr 13, 2022 21:16 UTC | nCino, Inc. NCNO · Entity 4391 | SaleCommon Stock | 11,293 | $42.69 | $482,074.45 |
DisclosureSEC source: 0001567619-22-008493 · doc1.xml · nonDerivative · entry 1 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse Disclosed balance after: 2,273 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $42.07 to $43.065, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, 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 footnote (1). Read SEC document |
| April 06, 2022 Filed Apr 8, 2022 22:53 UTC | nCino, Inc. NCNO · Entity 4391 | SaleCommon Stock | 294 | $43.63 | $12,826.93 |
DisclosureSEC source: 0001140361-22-013864 · form4.xml · nonDerivative · entry 1 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,940 F1 · shares: These shares were sold to cover tax withholding due upon vesting of RSUs. Such "sales to cover" are mandated by the Issuer's equity incentive plans to satisfy tax withholding obligations and do not represent a discretionary trade by the reporting person. Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 22:18 UTC | nCino, Inc. NCNO · Entity 4391 | GrantCommon Stock | 5,454 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-002463 · doc1.xml · nonDerivative · entry 1 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,234 F1 · shares: These RSUs vest in four equal annual installments starting on February 1, 2023, subject to the reporting person's continued employment through the applicable vesting date. Read SEC document |
| January 07, 2022 Filed Jan 11, 2022 21:26 UTC | nCino, Inc. NCNO · Entity 4391 | GrantStock Option (Right to Buy) · Derivative | 3,000 | Not disclosed Strike: $14.71 | Not disclosed |
DisclosureSEC source: 0001140361-22-001361 · form4.xml · derivative · entry 4 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 3,000 shares Expires 2028-09-18 F1 · price: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among nCino, Inc., a Delaware corporation ("old nCino"), Penny HoldCo, Inc., a Delaware corporation and, at the time, a wholly owned subsidiary of old nCino (the "Issuer"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) old nCino merged with a merger sub and survived such merger as a wholly owned subsidiary of the Issuer (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of the Issuer; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of the Issuer (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers"). F5 · price: Pursuant to the Merger Agreement, at the Effective Time, each stock option to purchase Old nCino Shares ("Old nCino Option") converted automatically into an option to purchase Shares on substantially the same terms and conditions (including vesting schedule and per share exercise price) as applied to such Old nCino Option immediately prior to the Effective Time. F6 · derivative.exercise_date: This option vests in four equal annual installments starting on August 1, 2019, subject to the reporting person's continued employment through the applicable vesting date. Read SEC document |
| January 07, 2022 Filed Jan 11, 2022 21:26 UTC | nCino, Inc. NCNO · Entity 4391 | GrantCommon Stock | 13,566 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-22-001361 · form4.xml · nonDerivative · entry 3 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse Disclosed balance after: 13,566 F1 · price: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among nCino, Inc., a Delaware corporation ("old nCino"), Penny HoldCo, Inc., a Delaware corporation and, at the time, a wholly owned subsidiary of old nCino (the "Issuer"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) old nCino merged with a merger sub and survived such merger as a wholly owned subsidiary of the Issuer (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of the Issuer; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of the Issuer (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers"). F2 · price: Upon completion of the Mergers, the Issuer changed its name to nCino, Inc. F3 · price: Pursuant to the Merger Agreement, at the effective time of the nCino Merger (the "Effective Time"), each share of old nCino common stock, par value $0.0005 per share, ("Old nCino Shares") converted automatically into one share of common stock, par value $0.0005 per share, of the Issuer ("Shares"). As of January 7, 2022, the closing market price of the old nCino Shares was $50.82. Read SEC document |
| January 07, 2022 Filed Jan 11, 2022 21:26 UTC | nCino, Inc. NCNO · Entity 4391 | GrantCommon Stock | 20,487 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-22-001361 · form4.xml · nonDerivative · entry 2 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,780 F1 · price: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among nCino, Inc., a Delaware corporation ("old nCino"), Penny HoldCo, Inc., a Delaware corporation and, at the time, a wholly owned subsidiary of old nCino (the "Issuer"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) old nCino merged with a merger sub and survived such merger as a wholly owned subsidiary of the Issuer (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of the Issuer; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of the Issuer (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers"). F2 · price: Upon completion of the Mergers, the Issuer changed its name to nCino, Inc. F4 · price: Pursuant to the Merger Agreement, at the Effective Time, each restricted stock unit granted by Old nCino ("Old nCino RSU") converted automatically into a restricted stock unit of the Issuer on substantially the same terms and conditions (including vesting and delivery schedule) as applied to such Old nCino RSU immediately prior to the Effective Time. Read SEC document |
| January 07, 2022 Filed Jan 11, 2022 21:26 UTC | nCino, Inc. NCNO · Entity 4391 | GrantCommon Stock | 2,293 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-22-001361 · form4.xml · nonDerivative · entry 1 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,293 F1 · price: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among nCino, Inc., a Delaware corporation ("old nCino"), Penny HoldCo, Inc., a Delaware corporation and, at the time, a wholly owned subsidiary of old nCino (the "Issuer"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) old nCino merged with a merger sub and survived such merger as a wholly owned subsidiary of the Issuer (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of the Issuer; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of the Issuer (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers"). F2 · price: Upon completion of the Mergers, the Issuer changed its name to nCino, Inc. F3 · price: Pursuant to the Merger Agreement, at the effective time of the nCino Merger (the "Effective Time"), each share of old nCino common stock, par value $0.0005 per share, ("Old nCino Shares") converted automatically into one share of common stock, par value $0.0005 per share, of the Issuer ("Shares"). As of January 7, 2022, the closing market price of the old nCino Shares was $50.82. Read SEC document |
| January 07, 2022 Filed Jan 11, 2022 21:16 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Disposition to issuerStock Option (Right to Buy) · Derivative | 3,000 | Not disclosed Strike: $14.71 | Not disclosed |
DisclosureSEC source: 0001140361-22-001335 · form4.xml · derivative · entry 7 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,000 shares Expires 2028-09-18 F1 · price: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among the Issuer, Penny HoldCo, Inc., a Delaware corporation and a wholly owned subsidiary of the Issuer ("Parent"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) the Issuer merged with a merger sub and survived such merger as a wholly owned subsidiary of Parent (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of Parent; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of Parent (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers"). Upon completion of the Mergers, Parent changed its name to nCino, Inc. F4 · price: Pursuant to the Merger Agreement, at the Effective Time, these options converted automatically into an equivalent number of options to purchase Parent Shares on substantially the same terms and conditions (including vesting schedule and per share exercise price) as applied to such options immediately prior to the Effective Time. F8 · derivative.exercise_date: This option vests in four equal annual installments starting on August 1, 2019, subject to the reporting person's continued employment through the applicable vesting date. Read SEC document |
| January 07, 2022 Filed Jan 11, 2022 21:16 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Disposition to issuerRestricted Stock Units · Derivative | 11,805 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-22-001335 · form4.xml · derivative · entry 6 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,805 shares Expires 2027-06-08 F7 · derivative.exercise_price: Each RSU represents a contingent right to receive one Share. These RSUs remain from an original grant of 15,740 RSUs that vest in four equal annual installments starting on June 8, 2021, subject to the reporting person's continued employment through the applicable vesting date. F1 · price: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among the Issuer, Penny HoldCo, Inc., a Delaware corporation and a wholly owned subsidiary of the Issuer ("Parent"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) the Issuer merged with a merger sub and survived such merger as a wholly owned subsidiary of Parent (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of Parent; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of Parent (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers"). Upon completion of the Mergers, Parent changed its name to nCino, Inc. F3 · price: Pursuant to the Merger Agreement, at the Effective Time, these restricted stock units ("RSUs") converted automatically into an award of an equivalent number of Parent restricted stock units on substantially the same terms and conditions (including vesting and delivery schedule) as applied to such RSU immediately prior to the Effective Time. F7 · derivative.exercise_date: Each RSU represents a contingent right to receive one Share. These RSUs remain from an original grant of 15,740 RSUs that vest in four equal annual installments starting on June 8, 2021, subject to the reporting person's continued employment through the applicable vesting date. Read SEC document |
| January 07, 2022 Filed Jan 11, 2022 21:16 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Disposition to issuerRestricted Stock Units · Derivative | 4,375 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-22-001335 · form4.xml · derivative · entry 5 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,375 shares Expires 2026-08-15 F6 · derivative.exercise_price: Each RSU represents a contingent right to receive one Share. These RSUs remain from an original grant of 8,750 RSUs that vest in four equal annual installments starting on August 1, 2020, subject to the reporting person's continued employment through the applicable vesting date. F1 · price: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among the Issuer, Penny HoldCo, Inc., a Delaware corporation and a wholly owned subsidiary of the Issuer ("Parent"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) the Issuer merged with a merger sub and survived such merger as a wholly owned subsidiary of Parent (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of Parent; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of Parent (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers"). Upon completion of the Mergers, Parent changed its name to nCino, Inc. F3 · price: Pursuant to the Merger Agreement, at the Effective Time, these restricted stock units ("RSUs") converted automatically into an award of an equivalent number of Parent restricted stock units on substantially the same terms and conditions (including vesting and delivery schedule) as applied to such RSU immediately prior to the Effective Time. F6 · derivative.exercise_date: Each RSU represents a contingent right to receive one Share. These RSUs remain from an original grant of 8,750 RSUs that vest in four equal annual installments starting on August 1, 2020, subject to the reporting person's continued employment through the applicable vesting date. Read SEC document |
| January 07, 2022 Filed Jan 11, 2022 21:16 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Disposition to issuerRestricted Stock Units · Derivative | 1,064 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-22-001335 · form4.xml · derivative · entry 4 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,064 shares Expires 2027-11-22 F5 · derivative.exercise_price: Each RSU represents a contingent right to receive one Share. These RSUs remain from an original grant of 1,418 RSUs that vest in four equal annual installments starting on November 1, 2021, subject to the reporting person's continued employment through the applicable vesting date. F1 · price: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among the Issuer, Penny HoldCo, Inc., a Delaware corporation and a wholly owned subsidiary of the Issuer ("Parent"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) the Issuer merged with a merger sub and survived such merger as a wholly owned subsidiary of Parent (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of Parent; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of Parent (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers"). Upon completion of the Mergers, Parent changed its name to nCino, Inc. F3 · price: Pursuant to the Merger Agreement, at the Effective Time, these restricted stock units ("RSUs") converted automatically into an award of an equivalent number of Parent restricted stock units on substantially the same terms and conditions (including vesting and delivery schedule) as applied to such RSU immediately prior to the Effective Time. F5 · derivative.exercise_date: Each RSU represents a contingent right to receive one Share. These RSUs remain from an original grant of 1,418 RSUs that vest in four equal annual installments starting on November 1, 2021, subject to the reporting person's continued employment through the applicable vesting date. Read SEC document |
| January 07, 2022 Filed Jan 11, 2022 21:16 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Disposition to issuerCommon Stock | 13,566 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-22-001335 · form4.xml · nonDerivative · entry 3 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse Disclosed balance after: 0 F1 · price: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among the Issuer, Penny HoldCo, Inc., a Delaware corporation and a wholly owned subsidiary of the Issuer ("Parent"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) the Issuer merged with a merger sub and survived such merger as a wholly owned subsidiary of Parent (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of Parent; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of Parent (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers"). Upon completion of the Mergers, Parent changed its name to nCino, Inc. F2 · price: Pursuant to the Merger Agreement, at the effective time of the nCino Merger (the "Effective Time"), these shares of the Issuer's common stock, par value $0.0005 per share, ("Shares") converted automatically into an equivalent number of shares of common stock, par value $0.0005 per share, of Parent ("Parent Shares"). As of January 7, 2022, the closing market price of the Shares was $50.82. Read SEC document |
| January 07, 2022 Filed Jan 11, 2022 21:16 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Disposition to issuerCommon Stock | 3,243 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-22-001335 · form4.xml · nonDerivative · entry 2 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among the Issuer, Penny HoldCo, Inc., a Delaware corporation and a wholly owned subsidiary of the Issuer ("Parent"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) the Issuer merged with a merger sub and survived such merger as a wholly owned subsidiary of Parent (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of Parent; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of Parent (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers"). Upon completion of the Mergers, Parent changed its name to nCino, Inc. F3 · price: Pursuant to the Merger Agreement, at the Effective Time, these restricted stock units ("RSUs") converted automatically into an award of an equivalent number of Parent restricted stock units on substantially the same terms and conditions (including vesting and delivery schedule) as applied to such RSU immediately prior to the Effective Time. Read SEC document |
| January 07, 2022 Filed Jan 11, 2022 21:16 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Disposition to issuerCommon Stock | 2,293 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-22-001335 · form4.xml · nonDerivative · entry 1 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,243 F9 · shares: Includes 57 Shares acquired under the Issuer's stock purchase plan on December 31, 2021. F1 · price: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among the Issuer, Penny HoldCo, Inc., a Delaware corporation and a wholly owned subsidiary of the Issuer ("Parent"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) the Issuer merged with a merger sub and survived such merger as a wholly owned subsidiary of Parent (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of Parent; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of Parent (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers"). Upon completion of the Mergers, Parent changed its name to nCino, Inc. F2 · price: Pursuant to the Merger Agreement, at the effective time of the nCino Merger (the "Effective Time"), these shares of the Issuer's common stock, par value $0.0005 per share, ("Shares") converted automatically into an equivalent number of shares of common stock, par value $0.0005 per share, of Parent ("Parent Shares"). As of January 7, 2022, the closing market price of the Shares was $50.82. Read SEC document |
| November 02, 2021 Filed Nov 3, 2021 21:03 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | SaleCommon Stock | 159 | $75.46 | $11,998.14 |
DisclosureSEC source: 0001567619-21-019280 · doc1.xml · nonDerivative · entry 2 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,479 F2 · kind: These shares were sold to cover tax withholding due upon vesting of RSUs. Such "sales to cover" are mandated by the Issuer's equity incentive plans to satisfy tax withholding obligations and do not represent a discretionary trade by the reporting person. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 21:03 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Exercise / conversionRestricted Stock Units · Derivative | 354 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-019280 · doc1.xml · derivative · entry 4 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,064 Underlying: Common Stock · 354 shares Expires 2027-11-22 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. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer ("Share") or, in the Issuer's discretion, an amount of cash equal to the fair market value of the Shares represented by the RSUs on the payment date. These RSUs vest in four equal annual installments starting on November 1, 2021, subject to the reporting person's continued employment through the applicable vesting date. These RSUs fully vest upon a change in control of the Issuer. F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer ("Share") or, in the Issuer's discretion, an amount of cash equal to the fair market value of the Shares represented by the RSUs on the payment date. These RSUs vest in four equal annual installments starting on November 1, 2021, subject to the reporting person's continued employment through the applicable vesting date. These RSUs fully vest upon a change in control of the Issuer. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 21:03 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Exercise / conversionCommon Stock | 354 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-21-019280 · doc1.xml · nonDerivative · entry 1 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,638 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. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer ("Share") or, in the Issuer's discretion, an amount of cash equal to the fair market value of the Shares represented by the RSUs on the payment date. These RSUs vest in four equal annual installments starting on November 1, 2021, subject to the reporting person's continued employment through the applicable vesting date. These RSUs fully vest upon a change in control of the Issuer. Read SEC document |
| October 26, 2021 Filed Oct 28, 2021 21:02 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | OtherStock Option (Right to Buy) · Derivative | 9,000 | $0.00 Strike: $4.50 | $0.00 |
DisclosureSEC source: 0001567619-21-018893 · doc1.xml · derivative · entry 9 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse Disclosed balance after: 0 Underlying: Common Stock · 9,000 shares Expires 2026-08-01 F2 · derivative.exercise_date: This option vested in four equal annual installments starting on August 1, 2017, subject to the reporting person's spouse's continued employment through the applicable vesting date. Read SEC document |
| October 26, 2021 Filed Oct 28, 2021 21:02 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | OtherStock Option (Right to Buy) · Derivative | 1,794 | $0.00 Strike: $1.29 | $0.00 |
DisclosureSEC source: 0001567619-21-018893 · doc1.xml · derivative · entry 8 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse Disclosed balance after: 0 Underlying: Common Stock · 1,794 shares Expires 2024-02-01 F1 · derivative.exercise_date: This option vested in four equal annual installments starting on August 1, 2015. Read SEC document |
| October 26, 2021 Filed Oct 28, 2021 21:02 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | OtherStock Option (Right to Buy) · Derivative | 1,522 | $0.00 Strike: $1.29 | $0.00 |
DisclosureSEC source: 0001567619-21-018893 · doc1.xml · derivative · entry 7 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse Disclosed balance after: 0 Underlying: Common Stock · 1,522 shares Expires 2024-08-01 F1 · derivative.exercise_date: This option vested in four equal annual installments starting on August 1, 2015. Read SEC document |
| October 26, 2021 Filed Oct 28, 2021 21:02 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | OtherStock Option (Right to Buy) · Derivative | 1,250 | $0.00 Strike: $1.29 | $0.00 |
DisclosureSEC source: 0001567619-21-018893 · doc1.xml · derivative · entry 6 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse Disclosed balance after: 0 Underlying: Common Stock · 1,250 shares Expires 2024-02-01 F1 · derivative.exercise_date: This option vested in four equal annual installments starting on August 1, 2015. Read SEC document |
| October 26, 2021 Filed Oct 28, 2021 21:02 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | OtherCommon Stock | 9,000 | $4.50 | $40,500.00 |
DisclosureSEC source: 0001567619-21-018893 · doc1.xml · nonDerivative · entry 4 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse Disclosed balance after: 13,566 Read SEC document |
| October 26, 2021 Filed Oct 28, 2021 21:02 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | OtherCommon Stock | 1,794 | $1.29 | $2,314.26 |
DisclosureSEC source: 0001567619-21-018893 · doc1.xml · nonDerivative · entry 3 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse Disclosed balance after: 4,566 Read SEC document |
| October 26, 2021 Filed Oct 28, 2021 21:02 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | OtherCommon Stock | 1,522 | $1.29 | $1,963.38 |
DisclosureSEC source: 0001567619-21-018893 · doc1.xml · nonDerivative · entry 2 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse Disclosed balance after: 2,772 Read SEC document |
| October 26, 2021 Filed Oct 28, 2021 21:02 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | OtherCommon Stock | 1,250 | $1.29 | $1,612.50 |
DisclosureSEC source: 0001567619-21-018893 · doc1.xml · nonDerivative · entry 1 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse Disclosed balance after: 1,250 Read SEC document |
| August 03, 2021 Filed Aug 4, 2021 22:15 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | SaleCommon Stock | 997 | $63.33 | $63,142.00 |
DisclosureSEC source: 0001140361-21-026963 · form4.xml · nonDerivative · entry 2 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,284 F2 · kind: These shares were sold to cover tax withholding due upon vesting of RSUs. Such "sales to cover" are mandated by the Issuer's equity incentive plans to satisfy tax withholding obligations and do not represent a discretionary trade by the reporting person. Read SEC document |
| August 02, 2021 Filed Aug 4, 2021 22:15 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Exercise / conversionRestricted Stock Units · Derivative | 2,188 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-026963 · form4.xml · derivative · entry 3 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,375 Underlying: Common Stock · 2,188 shares Expires 2026-08-15 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. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer ("Share") or, in the Issuer's discretion, an amount of cash equal to the fair market value of the Shares represented by the RSUs on the payment date. These RSUs vest in four equal annual installments starting on August 1, 2020, subject to the reporting person's continued employment through the applicable vesting date. These RSUs fully vest upon a change in control of the Issuer. F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer ("Share") or, in the Issuer's discretion, an amount of cash equal to the fair market value of the Shares represented by the RSUs on the payment date. These RSUs vest in four equal annual installments starting on August 1, 2020, subject to the reporting person's continued employment through the applicable vesting date. These RSUs fully vest upon a change in control of the Issuer. Read SEC document |
| August 02, 2021 Filed Aug 4, 2021 22:15 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Exercise / conversionCommon Stock | 2,188 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-21-026963 · form4.xml · nonDerivative · entry 1 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,281 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. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer ("Share") or, in the Issuer's discretion, an amount of cash equal to the fair market value of the Shares represented by the RSUs on the payment date. These RSUs vest in four equal annual installments starting on August 1, 2020, subject to the reporting person's continued employment through the applicable vesting date. These RSUs fully vest upon a change in control of the Issuer. Read SEC document |
| July 13, 2021 Filed Jul 15, 2021 21:01 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Exercise / conversionStock Option (Right to Buy) · Derivative | 3,000 | $0.00 Strike: $14.71 | $0.00 |
DisclosureSEC source: 0001567619-21-013502 · doc1.xml · derivative · entry 5 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 3,000 shares Expires 2028-09-18 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 vests in four equal annual installments starting on August 1, 2019, subject to the reporting person's continued employment through the applicable vesting date. This option fully vests and becomes exercisable upon a change in control of the Issuer. Read SEC document |
| July 13, 2021 Filed Jul 15, 2021 21:01 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Exercise / conversionStock Option (Right to Buy) · Derivative | 3,000 | $0.00 Strike: $4.98 | $0.00 |
DisclosureSEC source: 0001567619-21-013502 · doc1.xml · derivative · entry 4 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,000 shares Expires 2027-05-01 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 vested in four equal annual installments starting on May 1, 2018. Read SEC document |
| July 13, 2021 Filed Jul 15, 2021 21:01 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | SaleCommon Stock | 8,144 | $63.17 | $514,496.39 |
DisclosureSEC source: 0001567619-21-013502 · doc1.xml · nonDerivative · entry 3 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,093 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $62.90 to $63.625, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, 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 footnote (1). Read SEC document |
| July 13, 2021 Filed Jul 15, 2021 21:01 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Exercise / conversionCommon Stock | 3,000 | $14.71 | $44,130.00 |
DisclosureSEC source: 0001567619-21-013502 · doc1.xml · nonDerivative · entry 2 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,237 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 |
| July 13, 2021 Filed Jul 15, 2021 21:01 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Exercise / conversionCommon Stock | 3,000 | $4.98 | $14,940.00 |
DisclosureSEC source: 0001567619-21-013502 · doc1.xml · nonDerivative · entry 1 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,237 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 09, 2021 Filed Jun 10, 2021 21:36 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | SaleCommon Stock | 1,791 | $62.28 | $111,550.64 |
DisclosureSEC source: 0000905148-21-000499 · form4.xml · nonDerivative · entry 2 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,237 F2 · kind: These sales were sold to cover tax withholding due upon vesting of RSUs. Such "sales to cover" are mandated by the Issuer's equity incentive plans to satisfy tax withholding obligations and do not represent a discretionary trade by the reporting person. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 21:36 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Exercise / conversionRestricted Stock Units · Derivative | 3,935 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-21-000499 · form4.xml · derivative · entry 3 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,805 Underlying: Common Stock · 3,935 shares Expires 2027-06-08 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. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer ("Share") or, in the Issuer's discretion, an amount of cash equal to the fair market value of the Shares represented by the RSUs on the payment date. These RSUs vest in four equal annual installments starting on June 8, 2021, subject to the reporting person's continued employment through the applicable vesting date. These RSUs fully vest upon a change in control of the Issuer. F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer ("Share") or, in the Issuer's discretion, an amount of cash equal to the fair market value of the Shares represented by the RSUs on the payment date. These RSUs vest in four equal annual installments starting on June 8, 2021, subject to the reporting person's continued employment through the applicable vesting date. These RSUs fully vest upon a change in control of the Issuer. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 21:36 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Exercise / conversionCommon Stock | 3,935 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000905148-21-000499 · form4.xml · nonDerivative · entry 1 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,028 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. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer ("Share") or, in the Issuer's discretion, an amount of cash equal to the fair market value of the Shares represented by the RSUs on the payment date. These RSUs vest in four equal annual installments starting on June 8, 2021, subject to the reporting person's continued employment through the applicable vesting date. These RSUs fully vest upon a change in control of the Issuer. Read SEC document |
| April 05, 2021 Filed Apr 8, 2021 01:33 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | GrantCommon Stock | 3,243 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-012069 · form4.xml · nonDerivative · entry 1 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,093 F1 · shares: These RSUs vest in four equal annual installments starting on April 5, 2022, subject to the reporting person's continued employment through the applicable vesting date. Read SEC document |
| January 13, 2021 Filed Jan 14, 2021 02:45 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | SaleCommon Stock | 1,089 | $71.70 | $78,081.30 |
DisclosureSEC source: 0001140361-21-001127 · form4.xml · nonDerivative · entry 8 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 850 Read SEC document |
| January 12, 2021 Filed Jan 14, 2021 02:45 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | SaleCommon Stock | 1,098 | $70.34 | $77,233.32 |
DisclosureSEC source: 0001140361-21-001127 · form4.xml · nonDerivative · entry 7 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,939 F4 · kind: These sales were sold to cover tax withholding due upon vesting of RSUs. Such "sales to cover" are mandated by the Issuer's equity incentive plans to satisfy tax withholding obligations and do not represent a discretionary trade by the reporting person. F5 · kind: The reporting person's sale of Shares reported herein is matchable under Section 16(b) of the Securities Exchange Act of 1934, to the extent of 850 shares, with the reporting person's purchase of 850 Shares at a price of $31 per Share on July 16, 2020. However, as noted in the Form 4 filed by the reporting person on October 13, the reporting person previously paid the Issuer the full amount of the profit realized in connection with sales effected on October 13, 2020 at a price of $72 per share, less transaction costs. Accordingly, in connection with the sales reported herein, the reporting person has paid to the Issuer the additional amount of profit realized, to the extent of 850 shares sold at a price greater than $72 per share, less transaction costs. 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.