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 |
|---|---|---|---|---|---|---|
| January 11, 2021 Filed Jan 14, 2021 02:45 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Exercise / conversionStock Option (Right to Buy) · Derivative | 6,000 | $0.00 Strike: $4.98 | $0.00 |
DisclosureSEC source: 0001140361-21-001127 · form4.xml · derivative · entry 12 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 6,000 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. F8 · derivative.exercise_date: This option vests in four equal annual installments starting on May 1, 2018, 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 |
| January 11, 2021 Filed Jan 14, 2021 02:45 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Exercise / conversionStock Option (Right to Buy) · Derivative | 9,000 | $0.00 Strike: $4.50 | $0.00 |
DisclosureSEC source: 0001140361-21-001127 · form4.xml · derivative · entry 11 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,000 shares Expires 2026-08-01 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. F7 · derivative.exercise_date: This option vests in four equal annual installments starting on August 1, 2017, 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 |
| January 11, 2021 Filed Jan 14, 2021 02:45 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,566 | $0.00 Strike: $2.45 | $0.00 |
DisclosureSEC source: 0001140361-21-001127 · form4.xml · derivative · entry 10 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,566 shares Expires 2025-08-01 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. F6 · derivative.exercise_date: This option vested in four equal annual installments starting on August 1, 2016. Read SEC document |
| January 11, 2021 Filed Jan 14, 2021 02:45 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Exercise / conversionRestricted Stock Units · Derivative | 2,187 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-001127 · form4.xml · derivative · entry 9 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,563 Underlying: Common Stock · 2,187 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, and provided that no RSUs can be settled until after the expiration of the lock-up period established in connection with the Issuer's initial public offering. 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, and provided that no RSUs can be settled until after the expiration of the lock-up period established in connection with the Issuer's initial public offering. These RSUs fully vest upon a change in control of the Issuer. Read SEC document |
| January 11, 2021 Filed Jan 14, 2021 02:45 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | SaleCommon Stock | 3,900 | $73.05 | $284,886.03 |
DisclosureSEC source: 0001140361-21-001127 · form4.xml · nonDerivative · entry 6 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,037 F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging between $72.50 to $73.45, 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 (3). Read SEC document |
| January 11, 2021 Filed Jan 14, 2021 02:45 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | SaleCommon Stock | 16,666 | $71.99 | $1,199,745.34 |
DisclosureSEC source: 0001140361-21-001127 · form4.xml · nonDerivative · entry 5 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,937 F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $71.50 to $72.49. 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 |
| January 11, 2021 Filed Jan 14, 2021 02:45 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Exercise / conversionCommon Stock | 6,000 | $4.98 | $29,880.00 |
DisclosureSEC source: 0001140361-21-001127 · form4.xml · nonDerivative · entry 4 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,603 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 |
| January 11, 2021 Filed Jan 14, 2021 02:45 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Exercise / conversionCommon Stock | 9,000 | $4.50 | $40,500.00 |
DisclosureSEC source: 0001140361-21-001127 · form4.xml · nonDerivative · entry 3 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,603 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 |
| January 11, 2021 Filed Jan 14, 2021 02:45 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Exercise / conversionCommon Stock | 5,566 | $2.45 | $13,636.70 |
DisclosureSEC source: 0001140361-21-001127 · form4.xml · nonDerivative · entry 2 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,603 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 |
| January 11, 2021 Filed Jan 14, 2021 02:45 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Exercise / conversionCommon Stock | 2,187 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-21-001127 · form4.xml · nonDerivative · entry 1 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,037 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, and provided that no RSUs can be settled until after the expiration of the lock-up period established in connection with the Issuer's initial public offering. These RSUs fully vest upon a change in control of the Issuer. Read SEC document |
| November 22, 2020 Filed Nov 24, 2020 22:00 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | GrantRestricted Stock Units · Derivative | 1,418 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-20-001233 · form4.xml · derivative · entry 1 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,418 Underlying: Common Stock · 1,418 shares Expires 2027-11-22 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 |
| October 13, 2020 Filed Oct 13, 2020 21:01 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,934 | $0.00 Strike: $2.45 | $0.00 |
DisclosureSEC source: 0001140361-20-022926 · form4.xml · derivative · entry 5 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,566 Underlying: Common Stock · 1,934 shares Expires 2025-08-01 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 August 1, 2016. Read SEC document |
| October 13, 2020 Filed Oct 13, 2020 21:01 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Exercise / conversionStock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $1.29 | $0.00 |
DisclosureSEC source: 0001140361-20-022926 · 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 · 10,000 shares Expires 2024-08-01 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. F1 · derivative.exercise_date: This option vested in four equal annual installments starting on August 1, 2015. Read SEC document |
| October 13, 2020 Filed Oct 13, 2020 21:01 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | SaleCommon Stock | 11,934 | $72.00 | $859,248.00 |
DisclosureSEC source: 0001140361-20-022926 · form4.xml · nonDerivative · entry 3 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 850 F3 · kind: The reporting person's sale of shares of common stock of the Issuer ("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. The reporting person has paid to the Issuer $32,861, representing the full amount of the profit realized in connection with the short-swing transaction, less transaction costs. Read SEC document |
| October 13, 2020 Filed Oct 13, 2020 21:01 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Exercise / conversionCommon Stock | 1,934 | $2.45 | $4,738.30 |
DisclosureSEC source: 0001140361-20-022926 · form4.xml · nonDerivative · entry 2 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,784 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 |
| October 13, 2020 Filed Oct 13, 2020 21:01 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Exercise / conversionCommon Stock | 10,000 | $1.29 | $12,900.00 |
DisclosureSEC source: 0001140361-20-022926 · form4.xml · nonDerivative · entry 1 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,850 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 16, 2020 Filed Jul 16, 2020 22:01 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | PurchaseCommon Stock | 850 | $31.00 | $26,350.00 |
DisclosureSEC source: 0001140361-20-016218 · form4.xml · nonDerivative · entry 1 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 850 Read SEC document |
| June 08, 2020 Filed Jul 16, 2020 22:01 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | GrantRestricted Stock Units · Derivative | 15,740 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-20-016218 · form4.xml · derivative · entry 2 Sellers Jeanette · CIK 0001814499 · VP of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,740 Underlying: Common Stock · 15,740 shares Expires 2027-06-08 F2 · security: This transaction occurred prior to the Issuer's initial public offering and is being reported on Form 4 solely for purposes of compliance with Rule 16a-2(a) under the Securities Exchange Act of 1934, as amended. The securities covered by such transaction were previously included on the Reporting Person's Form 3. 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, and provided that no RSUs can be settled until after the expiration of the lock-up period established in connection with the Issuer's initial public offering. 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, and provided that no RSUs can be settled until after the expiration of the lock-up period established in connection with the Issuer's initial public offering. These RSUs fully vest upon a change in control of the Issuer. 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.