Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Thoma Bravo AdvantageTBA · Entity 143669 | Director | January 13, 2021 | January 14, 2021 |
| nCino, Inc.NCNO · Entity 4391 | Director | August 04, 2026 | August 06, 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.
Thoma Bravo Advantage
Report date January 13, 2021 · Filed January 14, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B ordinary sharesSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2021-01-13 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: As described in the issuer's registration statement on Form S-1 (File No. 333-251772) under the heading "Description of Securities--Founder Shares," the Class B ordinary shares, par value $0.0001 per share, of the issuer will automatically convert into Class A ordinary shares, par value $0.0001 per share, of the issuer at the time of the issuer's initial business combination on a one-for-one basis, subject to certain adjustments, and have no expiration date. Includes 2,500,000 Class B ordinary shares that are subject to forfeiture if the underwriter of the issuer's initial public offering does not exercise in full its option to purchase additional Class A ordinary shares. |
Filing footnotes · ownership attribution and instrument terms
F1: As described in the issuer's registration statement on Form S-1 (File No. 333-251772) under the heading "Description of Securities--Founder Shares," the Class B ordinary shares, par value $0.0001 per share, of the issuer will automatically convert into Class A ordinary shares, par value $0.0001 per share, of the issuer at the time of the issuer's initial business combination on a one-for-one basis, subject to certain adjustments, and have no expiration date. Includes 2,500,000 Class B ordinary shares that are subject to forfeiture if the underwriter of the issuer's initial public offering does not exercise in full its option to purchase additional Class A ordinary shares.
nCino, Inc.
Report date August 04, 2026 · Filed August 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,116,707 |
Reported balance
After 2026-08-04 transaction · row 1
1 source rowRow 1 · 2026-08-04 · Sale · Disposed 4,677 · Balance 1,116,707 F1: These shares were sold to cover tax withholding due upon vesting of RSUs. Such "sales to cover" are mandated by the Issuer's equity incentive plans to satisfy tax withholding obligations and do not represent a discretionary trade by the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were sold to cover tax withholding due upon vesting of RSUs. Such "sales to cover" are mandated by the Issuer's equity incentive plans to satisfy tax withholding obligations and do not represent a discretionary trade by the reporting person.
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 531,960 · Balance 100,000 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 100,000 · 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. 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 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-01-07 · Disposition to issuer · Disposed 50,000 · Balance 0 F4: Each RSU represents a contingent right to receive one Share. These RSUs remain from an original grant of 100,000 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 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-01-07 · Disposition to issuer · Disposed 96,040 · Balance 0 F5: Each RSU represents a contingent right to receive one Share. These RSUs remain from an original grant of 128,053 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. |
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: Each RSU represents a contingent right to receive one Share. These RSUs remain from an original grant of 100,000 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.
F5: Each RSU represents a contingent right to receive one Share. These RSUs remain from an original grant of 128,053 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.
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 02, 2021 Filed Aug 4, 2021 22:17 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Exercise / conversionCommon Stock | 25,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-21-026965 · form4.xml · nonDerivative · entry 1 Naude Pierre · CIK 0001455186 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 743,338 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer ("Share") or, in the Issuer's discretion, an amount of cash equal to the fair market value of the Shares represented by the RSUs on the payment date. These RSUs vest in four equal annual installments starting on August 1, 2020, subject to the reporting person's continued employment through the applicable vesting date. These RSUs fully vest upon a change in control of the Issuer. Read SEC document |
| June 14, 2021 Filed Jun 16, 2021 21:00 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | GiftCommon Stock | 316,474 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-012203 · doc1.xml · nonDerivative · entry 1 Naude Pierre · CIK 0001455186 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 718,338 Read SEC document |
| June 09, 2021 Filed Jun 10, 2021 21:39 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | SaleCommon Stock | 14,563 | $62.28 | $907,041.89 |
DisclosureSEC source: 0000905148-21-000504 · form4.xml · nonDerivative · entry 2 Naude Pierre · CIK 0001455186 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,034,812 F2 · kind: These sales were sold to cover tax withholding due upon vesting of RSUs. Such "sales to cover" are mandated by the Issuer's equity incentive plans to satisfy tax withholding obligations and do not represent a discretionary trade by the reporting person. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 21:39 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Exercise / conversionStock Restricted Unit · Derivative | 32,013 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-21-000504 · form4.xml · derivative · entry 3 Naude Pierre · CIK 0001455186 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,040 Underlying: Common Stock · 32,013 shares Expires 2027-06-08 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer ("Share") or, in the Issuer's discretion, an amount of cash equal to the fair market value of the Shares represented by the RSUs on the payment date. These RSUs vest in four equal annual installments starting on June 8, 2021, subject to the reporting person's continued employment through the applicable vesting date. These RSUs fully vest upon a change in control of the Issuer. F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer ("Share") or, in the Issuer's discretion, an amount of cash equal to the fair market value of the Shares represented by the RSUs on the payment date. These RSUs vest in four equal annual installments starting on June 8, 2021, subject to the reporting person's continued employment through the applicable vesting date. These RSUs fully vest upon a change in control of the Issuer. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 21:39 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Exercise / conversionCommon Stock | 32,013 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000905148-21-000504 · form4.xml · nonDerivative · entry 1 Naude Pierre · CIK 0001455186 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,049,375 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer ("Share") or, in the Issuer's discretion, an amount of cash equal to the fair market value of the Shares represented by the RSUs on the payment date. These RSUs vest in four equal annual installments starting on June 8, 2021, subject to the reporting person's continued employment through the applicable vesting date. These RSUs fully vest upon a change in control of the Issuer. Read SEC document |
| April 19, 2021 Filed Apr 19, 2021 21:16 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | SaleCommon Stock | 2,270 | $68.94 | $156,497.21 |
DisclosureSEC source: 0000905148-21-000378 · form4.xml · nonDerivative · entry 10 Naude Pierre · CIK 0001455186 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,017,362 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F8 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $68.71 to $69.33, 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 (8). Read SEC document |
| April 19, 2021 Filed Apr 19, 2021 21:16 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | SaleCommon Stock | 8,903 | $68.14 | $606,672.68 |
DisclosureSEC source: 0000905148-21-000378 · form4.xml · nonDerivative · entry 9 Naude Pierre · CIK 0001455186 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,019,632 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F7 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $67.70 to $68.63, 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 (7). Read SEC document |
| April 16, 2021 Filed Apr 19, 2021 21:16 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Exercise / conversionStock Option (Right to Buy) · Derivative | 60,240 | $0.00 Strike: $4.98 | $0.00 |
DisclosureSEC source: 0000905148-21-000378 · form4.xml · derivative · entry 12 Naude Pierre · CIK 0001455186 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 60,240 shares Expires 2027-02-01 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. F9 · derivative.exercise_date: This option vests in four equal annual installments starting on February 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 |
| April 16, 2021 Filed Apr 19, 2021 21:16 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | SaleCommon Stock | 4,282 | $69.51 | $297,641.82 |
DisclosureSEC source: 0000905148-21-000378 · form4.xml · nonDerivative · entry 8 Naude Pierre · CIK 0001455186 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,028,535 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| April 16, 2021 Filed Apr 19, 2021 21:16 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Exercise / conversionCommon Stock | 60,240 | $4.98 | $299,995.20 |
DisclosureSEC source: 0000905148-21-000378 · form4.xml · nonDerivative · entry 7 Naude Pierre · CIK 0001455186 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,032,817 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 |
| April 15, 2021 Filed Apr 19, 2021 21:16 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Exercise / conversionStock Option (Right to Buy) · Derivative | 689,760 | $0.00 Strike: $4.98 | $0.00 |
DisclosureSEC source: 0000905148-21-000378 · form4.xml · derivative · entry 11 Naude Pierre · CIK 0001455186 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 689,760 shares Expires 2027-02-01 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. F9 · derivative.exercise_date: This option vests in four equal annual installments starting on February 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 |
| April 15, 2021 Filed Apr 19, 2021 21:16 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | SaleCommon Stock | 4,028 | $69.72 | $280,826.52 |
DisclosureSEC source: 0000905148-21-000378 · form4.xml · nonDerivative · entry 6 Naude Pierre · CIK 0001455186 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 972,577 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F6 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $69.60 to $69.855, 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 (6). Read SEC document |
| April 15, 2021 Filed Apr 19, 2021 21:16 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | SaleCommon Stock | 124,341 | $69.17 | $8,601,226.50 |
DisclosureSEC source: 0000905148-21-000378 · form4.xml · nonDerivative · entry 5 Naude Pierre · CIK 0001455186 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 976,605 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $68.60 to $69.59, 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 (5). Read SEC document |
| April 15, 2021 Filed Apr 19, 2021 21:16 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | SaleCommon Stock | 64,657 | $68.24 | $4,412,148.42 |
DisclosureSEC source: 0000905148-21-000378 · form4.xml · nonDerivative · entry 4 Naude Pierre · CIK 0001455186 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,100,946 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $67.60 to $68.592, 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 (4). Read SEC document |
| April 15, 2021 Filed Apr 19, 2021 21:16 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | SaleCommon Stock | 45,057 | $67.02 | $3,019,661.57 |
DisclosureSEC source: 0000905148-21-000378 · form4.xml · nonDerivative · entry 3 Naude Pierre · CIK 0001455186 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,165,603 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $66.60 to $67.58, 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 |
| April 15, 2021 Filed Apr 19, 2021 21:16 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | SaleCommon Stock | 97,667 | $65.82 | $6,428,813.07 |
DisclosureSEC source: 0000905148-21-000378 · form4.xml · nonDerivative · entry 2 Naude Pierre · CIK 0001455186 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,210,660 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $65.60 to $66.58, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (2). Read SEC document |
| April 15, 2021 Filed Apr 19, 2021 21:16 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Exercise / conversionCommon Stock | 689,760 | $4.98 | $3,435,004.80 |
DisclosureSEC source: 0000905148-21-000378 · form4.xml · nonDerivative · entry 1 Naude Pierre · CIK 0001455186 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,308,327 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 |
| April 05, 2021 Filed Apr 8, 2021 01:25 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | GrantCommon Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-012062 · form4.xml · nonDerivative · entry 1 Naude Pierre · CIK 0001455186 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 618,567 F1 · shares: These RSUs vest in four equal annual installments starting on April 5, 2022, subject to the reporting person's continued employment through the applicable vesting date. Read SEC document |
| January 12, 2021 Filed Jan 14, 2021 02:43 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | SaleCommon Stock | 11,433 | $70.34 | $804,197.22 |
DisclosureSEC source: 0001140361-21-001120 · form4.xml · nonDerivative · entry 2 Naude Pierre · CIK 0001455186 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 518,567 F2 · kind: These sales were sold to cover tax withholding due upon vesting of RSUs. Such "sales to cover" are mandated by the Issuer's equity incentive plans to satisfy tax withholding obligations and do not represent a discretionary trade by the Reporting Person. Read SEC document |
| January 11, 2021 Filed Jan 14, 2021 02:43 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Exercise / conversionRestricted Stock Units · Derivative | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-001120 · form4.xml · derivative · entry 3 Naude Pierre · CIK 0001455186 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 Underlying: Common Stock · 25,000 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 02:43 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Exercise / conversionCommon Stock | 25,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-21-001120 · form4.xml · nonDerivative · entry 1 Naude Pierre · CIK 0001455186 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 530,000 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 |
| October 13, 2020 Filed Oct 13, 2020 21:00 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Disposition to issuerCommon Stock | 260,000 | $72.00 | $18,720,000.00 |
DisclosureSEC source: 0001140361-20-022921 · form4.xml · nonDerivative · entry 1 Naude Pierre · CIK 0001455186 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 505,000 Read SEC document |
| June 08, 2020 Filed Oct 13, 2020 21:00 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | GrantRestricted Stock Units · Derivative | 128,053 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-20-022921 · form4.xml · derivative · entry 2 Naude Pierre · CIK 0001455186 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,053 Underlying: Common Stock · 128,053 shares Expires 2027-06-08 F1 · derivative.exercise_price: Each 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. F2 · kind: 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_date: Each 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.