Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Q2 Holdings, Inc.QTWO · Entity 4051 | Chief People Officer | August 10, 2026 | August 12, 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 10, 2026 · Filed August 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 113,913 |
Reported balance
After 2026-08-10 transaction · row 1
1 source rowRow 1 · 2026-08-10 · Sale · Disposed 10,000 · Balance 113,913 F1: The sale reported was effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on May 9, 2026. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $62.09 to $63.46 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 May 9, 2026.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $62.09 to $63.46 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| November 21, 2019 Filed Nov 22, 2019 21:46 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 5,480 | $0.00 Strike: $35.05 | $0.00 |
DisclosureSEC source: 0001410384-19-000140 · wf-form4_157445916798702.xml · derivative · entry 3 Rutledge Kim · CIK 0001719016 · SVP, People 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,520 Underlying: Common Stock · 5,480 shares Expires 2024-03-09 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 grant vested as to 1/4 of the total option grant on 3/9/18 , and thereafter as to 1/48 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| November 21, 2019 Filed Nov 22, 2019 21:46 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 5,480 | $82.35 | $451,278.00 |
DisclosureSEC source: 0001410384-19-000140 · wf-form4_157445916798702.xml · nonDerivative · entry 2 Rutledge Kim · CIK 0001719016 · SVP, People 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,481 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.08 to $82.915 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 |
| November 21, 2019 Filed Nov 22, 2019 21:46 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 5,480 | $35.05 | $192,074.00 |
DisclosureSEC source: 0001410384-19-000140 · wf-form4_157445916798702.xml · nonDerivative · entry 1 Rutledge Kim · CIK 0001719016 · SVP, People 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,961 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 |
| March 12, 2019 Filed Mar 14, 2019 21:56 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 3,428 | $68.80 | $235,846.40 |
DisclosureSEC source: 0001410384-19-000054 · wf-form4_155260057068223.xml · nonDerivative · entry 1 Rutledge Kim · CIK 0001719016 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,481 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 $68.03 to $69.61 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 06, 2019 Filed Mar 8, 2019 22:25 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 8,955 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-19-000038 · wf-form4_155208390471740.xml · nonDerivative · entry 2 Rutledge Kim · CIK 0001719016 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,909 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, 2020. Read SEC document |
| March 06, 2019 Filed Mar 8, 2019 22:25 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 8,955 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-19-000038 · wf-form4_155208390471740.xml · nonDerivative · entry 1 Rutledge Kim · CIK 0001719016 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,954 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 2020, 2021 and 2022. 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 04, 2019 Filed Mar 6, 2019 22:29 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 5,071 | $67.97 | $344,675.87 |
DisclosureSEC source: 0001410384-19-000034 · wf-form4_155191134623020.xml · nonDerivative · entry 1 Rutledge Kim · CIK 0001719016 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,999 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 $66.61 to $70.59 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 08, 2018 Filed Mar 12, 2018 23:34 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 10,285 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-18-000040 · wf-form4_152089762798111.xml · nonDerivative · entry 2 Rutledge Kim · CIK 0001719016 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,070 F2 · shares: Shares of stock acquired represent shares underlying Restricted Stock Units. The Restricted Stock Units vest annually in four equal installments beginning March 3, 2019. Read SEC document |
| March 08, 2018 Filed Mar 12, 2018 23:34 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 10,285 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-18-000040 · wf-form4_152089762798111.xml · nonDerivative · entry 1 Rutledge Kim · CIK 0001719016 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,785 F1 · shares: Represents a grant of performance-based restricted stock units ("Units") under the 2014 Equity Incentive Plan. The target number of Units is presented in the table ("Target Amount"). Subject to continued employment, one-third (1/3) of the Target Amount is scheduled to vest annually ("Scheduled Amount"), on or about March 8th of each of 2019, 2020 and 2021. In each of the first two years the number of Units that actually vests will be 0% to 100% of the Scheduled Amount, and in the third year the number of Units that actually will vest will be 0% to 200% of the Target Amount, less the amount of any vesting in the first two years, in each case depending upon the performance of Q2 Holdings, Inc.'s common stock price as compared to the Russell 2000 Index, as more specifically set forth in the grant agreement. The maximum number of Units that may vest over three years is 200% of the Target Amount. Vested Units will be paid in an equal number of shares of Q2 Holdings, Inc. common stock. Read SEC document |
| March 05, 2018 Filed Mar 7, 2018 22:45 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 2,500 | $45.47 | $113,675.00 |
DisclosureSEC source: 0001410384-18-000032 · wf-form4_152046272655434.xml · nonDerivative · entry 1 Rutledge Kim · CIK 0001719016 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 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 $45.20 to $45.65 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.