Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Q2 Holdings, Inc.QTWO · Entity 4051 | Chief Financial Officer | August 13, 2026 | August 15, 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.
Q2 Holdings, Inc.
Report date August 13, 2026 · Filed August 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 207,633 |
Reported balance
After 2026-08-13 transaction · row 1
1 source rowRow 1 · 2026-08-13 · Sale · Disposed 77,180 · Balance 207,633 F1: The sale reported was effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on September 2, 2025. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.00 to $66.27 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
Filing footnotes · ownership attribution and instrument terms
F1: The sale reported was effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on September 2, 2025.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.00 to $66.27 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 13, 2026 Filed Aug 15, 2026 01:25 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 77,180 | $65.71 | $5,071,497.80 |
DisclosureSEC source: 0001806954-26-000009 · wk-form4_1786757134.xml · nonDerivative · entry 1 Price Jonathan · CIK 0001806954 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 207,633 F1 · kind: The sale reported was effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on September 2, 2025. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.00 to $66.27 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 20:13 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 9,635 | $0.00 | $0.00 |
DisclosureSEC source: 0001806954-26-000007 · wk-form4_1773432782.xml · nonDerivative · entry 4 Price Jonathan · CIK 0001806954 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 284,813 F4 · shares: Represents the target number of shares that may be earned ("Target Amount") pursuant to performance-based restricted stock units ("Units") under the 2023 Equity Incentive Plan, with vesting dependent upon Q2's attainment relative to target performance of Q2's common stock price as compared to the S&P Software & Services Select Index, as more specifically set forth in the grant agreement. Subject to continued employment, attainment will be determined on the third anniversary of the date of grant, with 0% to 200% of the Target Amount vesting on such date depending on the level of attainment. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 20:13 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 19,272 | $0.00 | $0.00 |
DisclosureSEC source: 0001806954-26-000007 · wk-form4_1773432782.xml · nonDerivative · entry 3 Price Jonathan · CIK 0001806954 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 275,178 F3 · shares: Represents the target number of shares that may be earned ("Target Amount") pursuant to performance-based restricted stock units ("Units") under the 2023 Equity Incentive Plan, with vesting dependent upon Q2's attainment relative to a target performance metric for Subscription Revenue Year over Year Growth Revenue for the 12 months ending December 31, 2027, as more specifically set forth in the grant agreement. Subject to continued employment, attainment will be determined on the second anniversary of the date of grant, with any earned shares up to 100% of the Target Amount vesting on such date, and any shares issuable pursuant to above-target attainment vesting on the third anniversary of the grant date. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 20:13 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 19,272 | $0.00 | $0.00 |
DisclosureSEC source: 0001806954-26-000007 · wk-form4_1773432782.xml · nonDerivative · entry 2 Price Jonathan · CIK 0001806954 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 255,906 F2 · shares: Represents the target number of shares that may be earned ("Target Amount") pursuant to performance-based restricted stock units ("Units") under the 2023 Equity Incentive Plan, with vesting dependent upon Q2's attainment relative to a target performance metric for Adjusted EBITDA as a percentage of Revenue for the 12 months ending December 31, 2027, as more specifically set forth in the grant agreement. Subject to continued employment, attainment will be determined on the second anniversary of the date of grant, with any earned shares up to 100% of the Target Amount vesting on such date, and any shares issuable pursuant to above-target attainment vesting on the third anniversary of the grant date. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 20:13 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 48,179 | $0.00 | $0.00 |
DisclosureSEC source: 0001806954-26-000007 · wk-form4_1773432782.xml · nonDerivative · entry 1 Price Jonathan · CIK 0001806954 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 236,634 F1 · shares: The restricted stock units vest 25% starting March 3, 2027, with the remaining units vesting in equal quarterly installments over the subsequent three years. Read SEC document |
| March 09, 2026 Filed Mar 11, 2026 20:27 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 8,680 | $51.35 | $445,718.00 |
DisclosureSEC source: 0001806954-26-000005 · wk-form4_1773260831.xml · nonDerivative · entry 1 Price Jonathan · CIK 0001806954 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 188,455 F1 · kind: The sale reported on this Form 4 represents an Issuer mandated sale by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of Restricted Stock Units, and it does not represent a discretionary trade by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.34 to $51.70 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 04, 2026 Filed Mar 5, 2026 01:12 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 32,156 | $49.75 | $1,599,761.00 |
DisclosureSEC source: 0001806954-26-000002 · wk-form4_1772673167.xml · nonDerivative · entry 4 Price Jonathan · CIK 0001806954 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 197,135 F2 · kind: The sale reported on this Form 4 represents an Issuer mandated sale by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of Restricted Stock Units, and it does not represent a discretionary trade by the Reporting Person. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.75 to $50.05 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 01:12 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 21,746 | $0.00 | $0.00 |
DisclosureSEC source: 0001806954-26-000002 · wk-form4_1772673167.xml · nonDerivative · entry 3 Price Jonathan · CIK 0001806954 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 229,291 F3 · shares: Represents shares received, in excess of the target number ("Target Amount") of shares previously reported on Form 4, upon the final vesting of performance-based restricted stock units originally granted on March 2, 2023 ("Units"). As previously disclosed, subject to continued employment, on the third anniversary the number of Units that actually could vest would be up to 200% of the Target Amount, in each case depending upon the performance of Q2 Holdings, Inc.'s common stock price as compared to the S&P Software & Services Industry Index, as more specifically set forth in the grant agreement. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 01:12 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 7,680 | $49.72 | $381,849.60 |
DisclosureSEC source: 0001806954-26-000002 · wk-form4_1772673167.xml · nonDerivative · entry 2 Price Jonathan · CIK 0001806954 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 207,545 F2 · kind: The sale reported on this Form 4 represents an Issuer mandated sale by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of Restricted Stock Units, and it does not represent a discretionary trade by the Reporting Person. Read SEC document |
| March 02, 2026 Filed Mar 5, 2026 01:12 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 23,556 | $0.00 | $0.00 |
DisclosureSEC source: 0001806954-26-000002 · wk-form4_1772673167.xml · nonDerivative · entry 1 Price Jonathan · CIK 0001806954 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 215,225 F1 · shares: Represents shares received, in excess of the target number ("Target Amount") of shares previously reported on Form 4, upon the final vesting of performance-based restricted stock units originally granted on March 2, 2023 ("Units"). As previously disclosed, subject to continued employment, up to 100% of the Target Amount of shares was scheduled to vest on the second anniversary, with the performance multiplier shares schedule to vest on the third anniversary. On the second year the number of Units that actually vested was to be up to 100% of the Target Amount, and in the third year the number of Units that actually could vest would be up to 200% of the Target Amount, in each case depending upon the performance of Q2 Holdings, Inc.'s Adjusted EBITDA of Revenue, as more specifically set forth in the grant agreement. Read SEC document |
| March 13, 2025 Filed Mar 13, 2025 21:22 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 17,709 | $72.89 | $1,290,809.01 |
DisclosureSEC source: 0001410384-25-000073 · wk-form4_1741900919.xml · nonDerivative · entry 5 Price Jonathan · CIK 0001806954 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 191,669 F3 · kind: The sale reported was effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on November 22, 2024. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.95 to $73.67inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 12, 2025 Filed Mar 13, 2025 21:22 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 14,411 | $74.53 | $1,074,051.83 |
DisclosureSEC source: 0001410384-25-000073 · wk-form4_1741900919.xml · nonDerivative · entry 4 Price Jonathan · CIK 0001806954 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 209,378 F3 · kind: The sale reported was effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on November 22, 2024. Read SEC document |
| March 12, 2025 Filed Mar 13, 2025 21:22 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 17,147 | $74.39 | $1,275,565.33 |
DisclosureSEC source: 0001410384-25-000073 · wk-form4_1741900919.xml · nonDerivative · entry 3 Price Jonathan · CIK 0001806954 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 223,789 F3 · kind: The sale reported was effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on November 22, 2024. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $72.77 to $75.39 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 12, 2025 Filed Mar 13, 2025 21:22 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 11,094 | $74.12 | $822,287.28 |
DisclosureSEC source: 0001410384-25-000073 · wk-form4_1741900919.xml · nonDerivative · entry 2 Price Jonathan · CIK 0001806954 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 240,936 F2 · kind: The sale reported on this Form 4 represents an Issuer mandated sale by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of Restricted Stock Units, and it does not represent a discretionary trade by the Reporting Person. Read SEC document |
| March 11, 2025 Filed Mar 13, 2025 21:22 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 12,053 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-25-000073 · wk-form4_1741900919.xml · nonDerivative · entry 1 Price Jonathan · CIK 0001806954 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 252,030 F1 · shares: Represents shares received, in excess of the target number ("Target Amount") of shares previously reported on Form 4, upon the final vesting of performance-based restricted stock units originally granted on March 10, 2022 ("Units"). As previously disclosed, subject to continued employment, one-third (1/3) of the Target Amount of shares was scheduled to vest on the second anniversary and the remaining two-thirds (2/3) on the third anniversary. On the second year the number of Units that actually vested was to be up to one-third (1/3) of the Target Amount, and in the third year the number of Units that actually could vest would be up to 200% of the Target Amount, less the amount of any vesting in the second year, in each case depending upon the performance of Q2 Holdings, Inc.'s common stock price as compared to the Russell 2000 Index, as more specifically set forth in the grant agreement. Read SEC document |
| March 06, 2025 Filed Mar 10, 2025 20:16 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 15,221 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-25-000056 · wk-form4_1741637762.xml · nonDerivative · entry 3 Price Jonathan · CIK 0001806954 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 239,977 F3 · shares: Represents the target number of shares that may be earned ("Target Amount") pursuant to performance-based restricted stock units ("Units") under the 2023 Equity Incentive Plan, with vesting dependent upon Q2's attainment relative to target performance of Q2's common stock price as compared to the S&P Software & Services Select Index, as more specifically set forth in the grant agreement. Subject to continued employment, attainment will be determined on the third anniversary of the date of grant, with 0% to 200% of the Target Amount vesting on such date depending on the level of attainment. Read SEC document |
| March 06, 2025 Filed Mar 10, 2025 20:16 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 15,222 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-25-000056 · wk-form4_1741637762.xml · nonDerivative · entry 2 Price Jonathan · CIK 0001806954 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 224,756 F2 · shares: Represents the target number of shares that may be earned ("Target Amount") pursuant to performance-based restricted stock units ("Units") under the 2023 Equity Incentive Plan, with vesting dependent upon Q2's attainment relative to a target performance metric for Adjusted EBITDA as a percentage of Non-GAAP Revenue for the 12 months ending December 31, 2026, as more specifically set forth in the grant agreement. Subject to continued employment, attainment will be determined on the second anniversary of the date of grant, with any earned shares up to 100% of the Target Amount vesting on such date, and any shares issuable pursuant to above-target attainment vesting on the third anniversary of the grant date. Read SEC document |
| March 06, 2025 Filed Mar 10, 2025 20:16 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 30,443 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-25-000056 · wk-form4_1741637762.xml · nonDerivative · entry 1 Price Jonathan · CIK 0001806954 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 209,534 F1 · shares: Shares of stock acquired represent shares underlying Restricted Stock Units. The Restricted Stock Units vest annually in four equal installments beginning March 3, 2026. Read SEC document |
| March 04, 2025 Filed Mar 6, 2025 21:13 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 21,023 | $80.89 | $1,700,550.47 |
DisclosureSEC source: 0001410384-25-000036 · wk-form4_1741295617.xml · nonDerivative · entry 1 Price Jonathan · CIK 0001806954 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 179,091 F1 · kind: The sale reported on this Form 4 represents an Issuer mandated sale by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of Restricted Stock Units, and it does not represent a discretionary trade by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $80.8762 to $81.2473 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 21, 2025 Filed Feb 24, 2025 21:24 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 11,641 | $0.00 Strike: $47.00 | $0.00 |
DisclosureSEC source: 0001410384-25-000015 · wk-form4_1740432240.xml · derivative · entry 3 Price Jonathan · CIK 0001806954 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,641 shares Expires 2025-03-08 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. F3 · derivative.exercise_date: This option grant vested as to 1/4 of the total option grant on March 3, 2019, and thereafter as to 1/48 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| February 21, 2025 Filed Feb 24, 2025 21:24 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 26,130 | $88.82 | $2,320,866.60 |
DisclosureSEC source: 0001410384-25-000015 · wk-form4_1740432240.xml · nonDerivative · entry 2 Price Jonathan · CIK 0001806954 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 200,114 F1 · kind: The sale reported was effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on November 22, 2024. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $88.7355 to $89.3411 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 21, 2025 Filed Feb 24, 2025 21:24 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 11,641 | $47.00 | $547,127.00 |
DisclosureSEC source: 0001410384-25-000015 · wk-form4_1740432240.xml · nonDerivative · entry 1 Price Jonathan · CIK 0001806954 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 226,244 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 |
| November 15, 2024 Filed Nov 18, 2024 21:25 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 476 | $98.17 | $46,728.92 |
DisclosureSEC source: 0001410384-24-000203 · wk-form4_1731965139.xml · nonDerivative · entry 1 Price Jonathan · CIK 0001806954 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 214,603 F1 · shares: The sale reported was effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on March 12, 2024 F2 · price: These shares were sold in a single transactions at the prices $98.17 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 16, 2024 Filed Aug 16, 2024 20:53 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 11,000 | $71.64 | $788,040.00 |
DisclosureSEC source: 0001410384-24-000164 · wk-form4_1723841630.xml · nonDerivative · entry 1 Price Jonathan · CIK 0001806954 · EVP, Strategy & Emerging Bus. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 215,079 F1 · kind: The sale reported was effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on March 12, 2024 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.233 to $72.38 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 27, 2024 Filed Jun 27, 2024 20:12 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 11,000 | $60.00 | $660,000.00 |
DisclosureSEC source: 0001410384-24-000149 · wk-form4_1719519149.xml · nonDerivative · entry 1 Price Jonathan · CIK 0001806954 · EVP, Strategy & Emerging Bus. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 226,079 F1 · kind: The sale reported was effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on March 12, 2024 F2 · price: These shares were sold in a single transactions at the prices $60.00 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 13, 2024 Filed Mar 14, 2024 20:56 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 1,752 | $50.10 | $87,775.20 |
DisclosureSEC source: 0001410384-24-000053 · wk-form4_1710449760.xml · nonDerivative · entry 1 Price Jonathan · CIK 0001806954 · EVP, Strategy & Emerging Bus. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 151,371 F1 · kind: The sale reported on this Form 4 represents an Issuer mandated sale by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of Restricted Stock Units, and it does not represent a discretionary trade by the Reporting Person. F2 · price: These shares were sold in a single transactions at the prices $50.095653 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · balance_after: Reported amount reduced by 4,895 units as comparted to reporting person's prior Form 4 reflecting forfeiture by reporting person of unearned units under the Market Stock Unit Grant dated March 3, 2021, which was originally reported on Form 4 at the time of grant using the total target number of units. Forfeited units represent target units that were not earned due to failure to attain the required performance measure (TSR relative to Russell 2000 Index) on one or more of the performance measure dates as of the end of the final performance period for the grant. Read SEC document |
| March 13, 2024 Filed Mar 21, 2024 00:08 UTC Amendment | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 1,752 | $50.10 | $87,775.20 |
DisclosureSEC source: 0001410384-24-000073 · wk-form4a_1710979698.xml · nonDerivative · entry 1 Price Jonathan · CIK 0001806954 · EVP, Strategy & Emerging Bus. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 237,079 F1 · kind: The sale reported on this Form 4 represents an Issuer mandated sale by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of Restricted Stock Units, and it does not represent a discretionary trade by the Reporting Person. F2 · price: These shares were sold in a single transactions at the prices $50.095653 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · balance_after: Reported amount reduced by 4,895 units as comparted to reporting person's prior Form 4 reflecting forfeiture by reporting person of unearned units under the Market Stock Unit Grant dated March 3, 2021, which was originally reported on Form 4 at the time of grant using the total target number of units. Forfeited units represent target units that were not earned due to failure to attain the required performance measure (TSR relative to Russell 2000 Index) on one or more of the performance measure dates as of the end of the final performance period for the grant. F4 · balance_after: This amendment is being filed to update column 5 to reflect additional award shares acquired on March 7, 2024, as reported on a late Form 4 filed March 20, 2024 . Read SEC document |
| March 07, 2024 Filed Mar 21, 2024 00:05 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 21,427 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-24-000071 · wk-form4_1710979536.xml · nonDerivative · entry 3 Price Jonathan · CIK 0001806954 · EVP, Strategy & Emerging Bus. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 243,726 F3 · shares: Represents the target number of shares that may be earned ("Target Amount") pursuant to performance-based restricted stock units ("Units") under the 2023 Equity Incentive Plan, with vesting dependent upon Q2's attainment relative to target performance of Q2's common stock price as compared to the S&P Software & Services Select Index, as more specifically set forth in the grant agreement. Subject to continued employment, attainment will be determined on the third anniversary of the date of grant, with 0% to 200% of the Target Amount vesting on such date depending on the level of attainment. Read SEC document |
| March 07, 2024 Filed Mar 21, 2024 00:05 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 21,427 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-24-000071 · wk-form4_1710979536.xml · nonDerivative · entry 2 Price Jonathan · CIK 0001806954 · EVP, Strategy & Emerging Bus. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 222,299 F2 · shares: Represents the target number of shares that may be earned ("Target Amount") pursuant to performance-based restricted stock units ("Units") under the 2023 Equity Incentive Plan, with vesting dependent upon Q2's attainment relative to a target performance metric for Adjusted EBITDA as a percentage of Non-GAAP Revenue for the 12 months ending December 31, 2025, as more specifically set forth in the grant agreement. Subject to continued employment, attainment will be determined on the second anniversary of the date of grant, with any earned shares up to 100% of the Target Amount vesting on such date, and any shares issuable pursuant to above-target attainment vesting on the third anniversary of the grant date. Read SEC document |
| March 07, 2024 Filed Mar 21, 2024 00:05 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 42,854 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-24-000071 · wk-form4_1710979536.xml · nonDerivative · entry 1 Price Jonathan · CIK 0001806954 · EVP, Strategy & Emerging Bus. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 200,872 F1 · shares: Shares of stock acquired represent shares underlying Restricted Stock Units. The Restricted Stock Units vest annually in four equal installments beginning March 7, 2025. Read SEC document |
| March 04, 2024 Filed Mar 6, 2024 22:34 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 5,360 | $46.01 | $246,613.60 |
DisclosureSEC source: 0001410384-24-000024 · wk-form4_1709764470.xml · nonDerivative · entry 1 Price Jonathan · CIK 0001806954 · EVP, Strategy & Emerging Bus. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 158,018 F1 · kind: The sale reported on this Form 4 represents an Issuer mandated sale by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of Restricted Stock Units, and it does not represent a discretionary trade by the Reporting Person. F2 · price: These shares were sold in multiple transactions at the prices $46.0072 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · balance_after: Reported amount includes an increase of 17,330 units as compared to reporting persons prior Form 4. The additional 17,330 units were originally reported on a Form 4/A filed March 18, 2020, but were inadvertently omitted from subsequent Form 4s. F4 · balance_after: Reported amount reduced by 5,777 units as comparted to reporting person's prior Form 4 reflecting forfeiture by reporting person of unearned units under the Market Stock Unit Grant dated March 13, 2020, which was originally reported on Form 4 at the time of grant using the total target number of units. Forfeited units represent target units that were not earned due to failure to attain the required performance measure (TSR relative to Russell 2000 Index) on one or more of the performance measure dates as of the end of the final performance period for the grant. Read SEC document |
| March 06, 2023 Filed Mar 8, 2023 22:25 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 4,421 | $32.07 | $141,781.47 |
DisclosureSEC source: 0001410384-23-000036 · wf-form4_167831433063595.xml · nonDerivative · entry 1 Price Jonathan · CIK 0001806954 · EVP, Emg Bus, Corp & Bus Dev 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,825 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan for purposes of settling taxes due upon the lapse of restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $31.57 to $33.10 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 21:48 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 23,555 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-23-000024 · wf-form4_167813927502667.xml · nonDerivative · entry 3 Price Jonathan · CIK 0001806954 · EVP, Emg Bus, Corp & Bus Dev 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,246 F3 · shares: Represents the target number of shares that may be earned ("Target Amount") pursuant to performance-based restricted stock units ("Units") under the 2014 Equity Incentive Plan, with vesting dependent upon Q2's attainment relative to target performance of Q2's common stock price as compared to the S&P Software & Services Select Index, as more specifically set forth in the grant agreement. Subject to continued employment, attainment will be determined on the third anniversary of the date of grant, with 0% to 200% of the Target Amount vesting on such date depending on the level of attainment. Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 21:48 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 23,556 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-23-000024 · wf-form4_167813927502667.xml · nonDerivative · entry 2 Price Jonathan · CIK 0001806954 · EVP, Emg Bus, Corp & Bus Dev 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,691 F2 · shares: Represents the target number of shares that may be earned ("Target Amount") pursuant to performance-based restricted stock units ("Units") under the 2014 Equity Incentive Plan, with vesting dependent upon Q2's attainment relative to a target performance metric for Adjusted EBITDA as a percentage of Non-GAAP Revenue for the 12 months ending December 31, 2024, as more specifically set forth in the grant agreement. Subject to continued employment, attainment will be determined on the second anniversary of the date of grant, with any earned shares up to 100% of the Target Amount vesting on such date, and any shares issuable pursuant to above-target attainment vesting on the third anniversary of the grant date. Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 21:48 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 47,111 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-23-000024 · wf-form4_167813927502667.xml · nonDerivative · entry 1 Price Jonathan · CIK 0001806954 · EVP, Emg Bus, Corp & Bus Dev 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,135 F1 · shares: Shares of stock acquired represent shares underlying Restricted Stock Units. The Restricted Stock Units vest annually in four equal installments beginning March 3, 2024. Read SEC document |
| March 10, 2022 Filed Mar 11, 2022 22:44 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 21,240 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-22-000023 · wf-form4_164703863308971.xml · nonDerivative · entry 2 Price Jonathan · CIK 0001806954 · EVP, Emg Bus, Corp & Bus Dev 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,024 F2 · shares: Shares of stock acquired represent shares underlying Restricted Stock Units. The Restricted Stock Units vest annually in four equal installments beginning March 3, 2023. Read SEC document |
| March 10, 2022 Filed Mar 11, 2022 22:44 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 21,240 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-22-000023 · wf-form4_164703863308971.xml · nonDerivative · entry 1 Price Jonathan · CIK 0001806954 · EVP, Emg Bus, Corp & Bus Dev 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,784 F1 · shares: Represents the target number ("Target Amount") of performance-based restricted stock units ("Units") under the 2014 Equity Incentive Plan. Subject to continued employment, one-third of the Target Amount (Scheduled Amount) is scheduled to vest after year two and two-thirds of the Target Amount is scheduled to vest after year three. On the second-year vest date, the number of Units that actually vests will be 0% to 100% of the Scheduled Amount and on the third-year vest date the number of Units that actually will vest will be 0% to 200% of the Target Amount, less the amount of any vesting in year two, in each case depending upon the performance of Q2 Holdings, Inc.'s common stock price as compared to the Russell 2000 Index, as more specifically set forth in the grant agreement. The maximum number of Units that may vest over three years is 200% of the Target Amount. Vested Units will be paid in an equal number of shares of Q2 Holdings, Inc. common stock. Read SEC document |
| March 04, 2022 Filed Mar 7, 2022 22:21 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 2,763 | $58.74 | $162,298.62 |
DisclosureSEC source: 0001410384-22-000018 · wf-form4_164669169248898.xml · nonDerivative · entry 1 Price Jonathan · CIK 0001806954 · EVP, Emg Bus, Corp & Bus Dev 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,544 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $57.82 to $59.96 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · balance_after: Reported amount reduced by 3,142 units as comparted to reporting person's prior Form 4 reflecting forfeiture by reporting person of unearned units under the Market Stock Unit Grant dated March 6, 2019, which was originally reported on Form 4 at the time of grant using the total target number of units. Forfeited units represent target units that were not earned due to failure to attain the required performance measure (TSR relative to Russell 2000 Index) on one or more of the performance measure dates as of the end of the final performance period for the grant. Read SEC document |
| March 16, 2021 Filed Mar 18, 2021 21:16 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 1,155 | $112.40 | $129,822.00 |
DisclosureSEC source: 0001410384-21-000050 · wf-form4_161610214997594.xml · nonDerivative · entry 1 Price Jonathan · CIK 0001806954 · EVP, Emg Bus, Corp & Bus Dev 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,449 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F2 · shares: Includes shares sold to cover tax withholding obligations triggered upon lapse of restricted stock units. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $111.53 to $113.71 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 09, 2021 Filed Mar 10, 2021 23:35 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 1,257 | $111.17 | $139,740.69 |
DisclosureSEC source: 0001410384-21-000041 · wf-form4_161541928608847.xml · nonDerivative · entry 1 Price Jonathan · CIK 0001806954 · SVP, Emg Mkts Corp & Bus Dev 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,604 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F2 · shares: Includes shares sold to cover tax withholding obligations triggered upon lapse of restricted stock units. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $110.42 to $112.06 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 04, 2021 Filed Mar 5, 2021 21:46 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 2,275 | $110.52 | $251,433.00 |
DisclosureSEC source: 0001410384-21-000039 · wf-form4_161498077104686.xml · nonDerivative · entry 1 Price Jonathan · CIK 0001806954 · SVP, Emg Mkts Corp & Bus Dev 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,861 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F2 · shares: Includes shares sold to cover tax withholding obligations triggered upon lapse of restricted stock units. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $108.08 to $113.31 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 21:30 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 4,895 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-21-000031 · wf-form4_161497982396878.xml · nonDerivative · entry 2 Price Jonathan · CIK 0001806954 · SVP, Emg Mkts Corp & Bus Dev 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,136 F2 · shares: Shares of stock acquired represent shares underlying Restricted Stock Units. The Restricted Stock Units vest annually in four equal installments beginning March 3, 2022. Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 21:30 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 4,895 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-21-000031 · wf-form4_161497982396878.xml · nonDerivative · entry 1 Price Jonathan · CIK 0001806954 · SVP, Emg Mkts Corp & Bus Dev 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,241 F1 · shares: Represents the target number ("Target Amount") of performance-based restricted stock units ("Units") under the 2014 Equity Incentive Plan. Subject to continued employment, one-third of the Target Amount ("Scheduled Amount") is scheduled to vest after year two and two-thirds of the Target Amount is scheduled to vest after year three. On the second-year vest date, the number of Units that actually vests will be 0% to 100% of the Scheduled Amount and on the third-year vest date the number of Units that actually will vest will be 0% to 200% of the Target Amount, less the amount of any vesting in year two, in each case depending upon the performance of Q2 Holdings, Inc.'s common stock price as compared to the Russell 2000 Index, as more specifically set forth in the grant agreement. The maximum number of Units that may vest over three years is 200% of the Target Amount. Vested Units will be paid in an equal number of shares of Q2 Holdings, Inc. common stock. Read SEC document |
| August 05, 2020 Filed Aug 6, 2020 21:10 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 815 | $100.00 | $81,500.00 |
DisclosureSEC source: 0001410384-20-000130 · wf-form4_159674820676051.xml · nonDerivative · entry 1 Price Jonathan · CIK 0001806954 · SVP, Emg Mkts Corp & Bus Dev 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,346 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. Read SEC document |
| March 13, 2020 Filed Mar 18, 2020 00:48 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 8,665 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-20-000065 · wf-form4_158449252075488.xml · nonDerivative · entry 2 Price Jonathan · CIK 0001806954 · SVP, Corp and Business Dev 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,808 F2 · shares: Shares of stock acquired represent shares underlying Restricted Stock Units. The Restricted Stock Units vest annually in four equal installments beginning March 3, 2021. Read SEC document |
| March 13, 2020 Filed Mar 18, 2020 00:48 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 8,665 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-20-000065 · wf-form4_158449252075488.xml · nonDerivative · entry 1 Price Jonathan · CIK 0001806954 · SVP, Corp and Business Dev 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,143 F1 · shares: Represents a grant of performance-based restricted stock units ("Units") under the 2014 Equity Incentive Plan. The target number of Units is presented in the table ("Target Amount"). Subject to continued employment, one-third (1/3) of the Target Amount is scheduled to vest annually ("Scheduled Amount"), on or about March 6th of each of 2021, 2022 and 2023. In each of the first two years the number of Units that actually vests will be 0% to 100% of the Scheduled Amount, and in the third year the number of Units that actually will vest will be 0% to 200% of the Target Amount, less the amount of any vesting in the first two years, in each case depending upon the performance of Q2 Holdings, Inc.'s common stock price as compared to the Russell 2000 Index, as more specifically set forth in the grant agreement. The maximum number of Units that may vest over three years is 200% of the Target Amount. Vested Units will be paid in an equal number of shares of Q2 Holdings, Inc. common stock. Read SEC document |
| March 13, 2020 Filed Mar 18, 2020 20:26 UTC Amendment | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 8,665 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-20-000067 · wf-form4a_158456319275660.xml · nonDerivative · entry 2 Price Jonathan · CIK 0001806954 · SVP, Emg Mkts Corp & Bus Dev 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,491 F3 · shares: Shares of stock acquired represent shares underlying Restricted Stock Units. The Restricted Stock Units vest annually in four equal installments beginning March 3, 2021. Read SEC document |
| March 13, 2020 Filed Mar 18, 2020 20:26 UTC Amendment | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 8,665 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-20-000067 · wf-form4a_158456319275660.xml · nonDerivative · entry 1 Price Jonathan · CIK 0001806954 · SVP, Emg Mkts Corp & Bus Dev 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,826 F1 · shares: Represents a grant of performance-based restricted stock units ("Units") under the 2014 Equity Incentive Plan. The target number of Units is presented in the table ("Target Amount"). Subject to continued employment, one-third (1/3) of the Target Amount is scheduled to vest annually ("Scheduled Amount"), on or about March 6th of each of 2021, 2022 and 2023. In each of the first two years the number of Units that actually vests will be 0% to 100% of the Scheduled Amount, and in the third year the number of Units that actually will vest will be 0% to 200% of the Target Amount, less the amount of any vesting in the first two years, in each case depending upon the performance of Q2 Holdings, Inc.'s common stock price as compared to the Russell 2000 Index, as more specifically set forth in the grant agreement. The maximum number of Units that may vest over three years is 200% of the Target Amount. Vested Units will be paid in an equal number of shares of Q2 Holdings, Inc. common stock. F2 · balance_after: This amendment is being filed to correct column 5 to include all of the reporting person's holdings reported on his Form 3 filed at or around the same time as this amendment. 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.