Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PIPER SANDLER COMPANIESPIPR · Entity 3863 | Director · Hd of Financial Services Group | May 04, 2026 | May 06, 2026 |
| nCino, Inc.NCNO · Entity 4391 | Director | June 18, 2026 | June 23, 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.
PIPER SANDLER COMPANIES
Report date May 04, 2026 · Filed May 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 477,684 |
Ending reported balance
After 2026-05-05 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2026-05-04 · Sale · Disposed 19,296 · Balance 548,388 F1: The price reported in Column 4 for all transactions on this report is a weighted average price. The shares sold in footnotes (1) through (6) were sold in multiple transactions at the price ranges provided in footnotes (1) through (6). These shares in footnote (1) were sold in multiple transactions at prices ranging from $76.2200 to $77.2100 inclusive. The reporting person undertakes to provide full information regarding the number of shares sold at each separate price within the range set forth in footnotes (1) through (6) upon request by the SEC staff, the issuer or any shareholder of the issuer. Row 2 · 2026-05-04 · Sale · Disposed 25,404 · Balance 522,984 F2: These shares were sold in multiple transactions at prices ranging from $77.2300 to $78.1800 inclusive. Row 3 · 2026-05-04 · Sale · Disposed 300 · Balance 522,684 F3: These shares were sold in multiple transactions at prices ranging from $78.2450 to $78.2500 inclusive. Row 4 · 2026-05-05 · Sale · Disposed 6,100 · Balance 516,584 F4: These shares were sold in multiple transactions at prices ranging from $78.8700 to $79.6600 inclusive. Row 5 · 2026-05-05 · Sale · Disposed 38,600 · Balance 477,984 F5: These shares were sold in multiple transactions at prices ranging from $80.0737 to $81.0400 inclusive. Row 6 · 2026-05-05 · Sale · Disposed 300 · Balance 477,684 F6: These shares were sold in multiple transactions at prices ranging from $81.0749 to $81.0800 inclusive. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 for all transactions on this report is a weighted average price. The shares sold in footnotes (1) through (6) were sold in multiple transactions at the price ranges provided in footnotes (1) through (6). These shares in footnote (1) were sold in multiple transactions at prices ranging from $76.2200 to $77.2100 inclusive. The reporting person undertakes to provide full information regarding the number of shares sold at each separate price within the range set forth in footnotes (1) through (6) upon request by the SEC staff, the issuer or any shareholder of the issuer.
F2: These shares were sold in multiple transactions at prices ranging from $77.2300 to $78.1800 inclusive.
F3: These shares were sold in multiple transactions at prices ranging from $78.2450 to $78.2500 inclusive.
F4: These shares were sold in multiple transactions at prices ranging from $78.8700 to $79.6600 inclusive.
F5: These shares were sold in multiple transactions at prices ranging from $80.0737 to $81.0400 inclusive.
F6: These shares were sold in multiple transactions at prices ranging from $81.0749 to $81.0800 inclusive.
nCino, Inc.
Report date June 18, 2026 · Filed June 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 89,836 |
Reported balance
After 2026-06-18 transaction · row 1
1 source rowRow 1 · 2026-06-18 · Grant · Acquired 12,911 · Balance 89,836 F1: Represents restricted stock units ("RSUs") that vest in full on the earlier of June 18, 2027 and the date of the next annual meeting of the Issuer's stockholders, subject to the reporting person's continued service through the applicable vesting date. These RSUs vest fully upon a change in control of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units ("RSUs") that vest in full on the earlier of June 18, 2027 and the date of the next annual meeting of the Issuer's stockholders, subject to the reporting person's continued service through the applicable vesting date. These RSUs vest fully upon a change in control of the Issuer.
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 40,000 · Balance 2,688 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 2,688 · 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 2027-06-08 | 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 10,000 · Balance 0 F4: Each RSU represents a contingent right to receive one Share. These RSUs remain from an original grant of 15,000 RSUs that vest in three equal annual installments starting on February 1, 2021, subject to the reporting person's continued service 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 15,000 RSUs that vest in three equal annual installments starting on February 1, 2021, subject to the reporting person's continued service 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 |
|---|---|---|---|---|---|---|
| June 18, 2026 Filed Jun 23, 2026 20:03 UTC | nCino, Inc. NCNO · Entity 4391 | GrantCommon Stock | 12,911 | $0.00 | $0.00 |
DisclosureSEC source: 0001796882-26-000008 · wk-form4_1782245003.xml · nonDerivative · entry 1 Doyle Jonathan J · CIK 0001796882 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,836 F1 · shares: Represents restricted stock units ("RSUs") that vest in full on the earlier of June 18, 2027 and the date of the next annual meeting of the Issuer's stockholders, subject to the reporting person's continued service through the applicable vesting date. These RSUs vest fully upon a change in control of the Issuer. Read SEC document |
| May 05, 2026 Filed May 6, 2026 20:06 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 300 | $81.08 | $24,324.00 |
DisclosureSEC source: 0001796882-26-000006 · wk-form4_1778098004.xml · nonDerivative · entry 6 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 477,684 F6 · price: These shares were sold in multiple transactions at prices ranging from $81.0749 to $81.0800 inclusive. Read SEC document |
| May 05, 2026 Filed May 6, 2026 20:06 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 38,600 | $80.66 | $3,113,476.00 |
DisclosureSEC source: 0001796882-26-000006 · wk-form4_1778098004.xml · nonDerivative · entry 5 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 477,984 F5 · price: These shares were sold in multiple transactions at prices ranging from $80.0737 to $81.0400 inclusive. Read SEC document |
| May 05, 2026 Filed May 6, 2026 20:06 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 6,100 | $79.24 | $483,364.00 |
DisclosureSEC source: 0001796882-26-000006 · wk-form4_1778098004.xml · nonDerivative · entry 4 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 516,584 F4 · price: These shares were sold in multiple transactions at prices ranging from $78.8700 to $79.6600 inclusive. Read SEC document |
| May 04, 2026 Filed May 6, 2026 20:06 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 300 | $78.25 | $23,475.00 |
DisclosureSEC source: 0001796882-26-000006 · wk-form4_1778098004.xml · nonDerivative · entry 3 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 522,684 F3 · price: These shares were sold in multiple transactions at prices ranging from $78.2450 to $78.2500 inclusive. Read SEC document |
| May 04, 2026 Filed May 6, 2026 20:06 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 25,404 | $77.54 | $1,969,826.16 |
DisclosureSEC source: 0001796882-26-000006 · wk-form4_1778098004.xml · nonDerivative · entry 2 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 522,984 F2 · price: These shares were sold in multiple transactions at prices ranging from $77.2300 to $78.1800 inclusive. Read SEC document |
| May 04, 2026 Filed May 6, 2026 20:06 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 19,296 | $76.78 | $1,481,546.88 |
DisclosureSEC source: 0001796882-26-000006 · wk-form4_1778098004.xml · nonDerivative · entry 1 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 548,388 F1 · price: The price reported in Column 4 for all transactions on this report is a weighted average price. The shares sold in footnotes (1) through (6) were sold in multiple transactions at the price ranges provided in footnotes (1) through (6). These shares in footnote (1) were sold in multiple transactions at prices ranging from $76.2200 to $77.2100 inclusive. The reporting person undertakes to provide full information regarding the number of shares sold at each separate price within the range set forth in footnotes (1) through (6) upon request by the SEC staff, the issuer or any shareholder of the issuer. Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 21:04 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | Tax withholdingCommon Stock | 5,937 | $0.00 | $0.00 |
DisclosureSEC source: 0001796882-26-000004 · wk-form4_1772485463.xml · nonDerivative · entry 2 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,921 Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 21:04 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | GrantCommon Stock | 14,443 | $0.00 | $0.00 |
DisclosureSEC source: 0001796882-26-000004 · wk-form4_1772485463.xml · nonDerivative · entry 1 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 147,858 F1 · price: Each performance share unit represented a contingent right to receive one share of PIPR common stock. The performance share units vested 163% overall, with 126% vesting of the portion of the award based on attaining certain levels of adjusted return on equity and 200% vesting of the portion of the award based on relative total shareholder return within a group of peer companies, both as measured from January 1, 2023 through December 31, 2025. Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 21:16 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | Tax withholdingCommon Stock | 240 | $0.00 | $0.00 |
DisclosureSEC source: 0001796882-26-000002 · wk-form4_1771535801.xml · nonDerivative · entry 4 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 133,415 Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 21:16 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | Tax withholdingCommon Stock | 385 | $0.00 | $0.00 |
DisclosureSEC source: 0001796882-26-000002 · wk-form4_1771535801.xml · nonDerivative · entry 3 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 133,655 Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 21:16 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | Tax withholdingCommon Stock | 628 | $0.00 | $0.00 |
DisclosureSEC source: 0001796882-26-000002 · wk-form4_1771535801.xml · nonDerivative · entry 2 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,040 Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 21:16 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | GrantCommon Stock | 1,758 | $0.00 | $0.00 |
DisclosureSEC source: 0001796882-26-000002 · wk-form4_1771535801.xml · nonDerivative · entry 1 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,668 Read SEC document |
| August 04, 2025 Filed Aug 4, 2025 21:26 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 1,130 | $318.19 | $359,554.70 |
DisclosureSEC source: 0001230245-25-000134 · wk-form4_1754342768.xml · nonDerivative · entry 4 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 132,910 F4 · price: These shares were sold in multiple transactions at prices ranging from $317.8840 to $318.4700 inclusive. Read SEC document |
| August 04, 2025 Filed Aug 4, 2025 21:26 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 579 | $317.56 | $183,867.24 |
DisclosureSEC source: 0001230245-25-000134 · wk-form4_1754342768.xml · nonDerivative · entry 3 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,040 F3 · price: These shares were sold in multiple transactions at prices ranging from $316.7700 to $317.5700 inclusive. Read SEC document |
| August 04, 2025 Filed Aug 4, 2025 21:26 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 1,302 | $316.20 | $411,692.40 |
DisclosureSEC source: 0001230245-25-000134 · wk-form4_1754342768.xml · nonDerivative · entry 2 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,619 F2 · price: These shares were sold in multiple transactions at prices ranging from $315.7700 to $316.7600 inclusive. Read SEC document |
| August 04, 2025 Filed Aug 4, 2025 21:26 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 525 | $314.73 | $165,233.25 |
DisclosureSEC source: 0001230245-25-000134 · wk-form4_1754342768.xml · nonDerivative · entry 1 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,921 F1 · price: The price reported in Column 4 for all transactions on this report is a weighted average price. The shares sold in footnotes (1) through (4) were sold in multiple transactions at the price ranges provided in footnotes (1) through (4). These shares in footnote (1) were sold in multiple transactions at prices ranging from $314.2900 to $314.9600 inclusive. The reporting person undertakes to provide full information regarding the number of shares sold at each separate price within the range set forth in footnotes (1) through (4) upon request by the SEC staff, the issuer or any shareholder of the issuer. Read SEC document |
| June 18, 2025 Filed Jun 23, 2025 20:17 UTC | nCino, Inc. NCNO · Entity 4391 | GrantCommon Stock | 7,385 | $0.00 | $0.00 |
DisclosureSEC source: 0001902733-25-000088 · wk-form4_1750709825.xml · nonDerivative · entry 1 Doyle Jonathan J · CIK 0001796882 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,925 F1 · shares: Represents restricted stock units ("RSUs") that vest in full on the earlier of June 18, 2026 and the date of the next annual meeting of the Issuer's stockholders, subject to the reporting person's continued service through the applicable vesting date. These RSUs vest fully upon a change in control of the Issuer. Read SEC document |
| February 27, 2025 Filed Mar 3, 2025 21:12 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | Tax withholdingCommon Stock | 2,830 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-25-000044 · wk-form4_1741036326.xml · nonDerivative · entry 2 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 136,446 Read SEC document |
| February 27, 2025 Filed Mar 3, 2025 21:12 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | GrantCommon Stock | 6,884 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-25-000044 · wk-form4_1741036326.xml · nonDerivative · entry 1 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 139,276 F1 · price: Each performance share unit represented a contingent right to receive one share of PIPR common stock. The performance share units vested 100% based on attaining certain levels of adjusted return on equity and 100% based on relative total shareholder return within a group of peer companies, both as measured from January 1, 2022 through December 31, 2024. Read SEC document |
| February 16, 2025 Filed Feb 19, 2025 21:20 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | Tax withholdingCommon Stock | 385 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-25-000031 · wk-form4_1739999994.xml · nonDerivative · entry 4 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 132,392 Read SEC document |
| February 16, 2025 Filed Feb 19, 2025 21:20 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | Tax withholdingCommon Stock | 696 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-25-000031 · wk-form4_1739999994.xml · nonDerivative · entry 3 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 132,777 Read SEC document |
| February 16, 2025 Filed Feb 19, 2025 21:20 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | Tax withholdingCommon Stock | 1,391 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-25-000031 · wk-form4_1739999994.xml · nonDerivative · entry 2 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 133,473 Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 21:20 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | GrantCommon Stock | 2,332 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-25-000031 · wk-form4_1739999994.xml · nonDerivative · entry 1 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,864 Read SEC document |
| January 17, 2025 Filed Jan 21, 2025 22:34 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | Tax withholdingCommon Stock | 16,563 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-25-000012 · wk-form4_1737498867.xml · nonDerivative · entry 1 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 132,532 Read SEC document |
| December 23, 2024 Filed Dec 23, 2024 22:10 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-24-000203 · wk-form4_1734991851.xml · nonDerivative · entry 1 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 149,095 F1 · price: Represents shares of Common Stock that the reporting person donated as a gift to a donor advised fund. Read SEC document |
| November 07, 2024 Filed Nov 8, 2024 21:05 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 418 | $338.06 | $141,309.08 |
DisclosureSEC source: 0001230245-24-000183 · wk-form4_1731099898.xml · nonDerivative · entry 6 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,095 F6 · price: These shares were sold in multiple transactions at prices ranging from $337.8400 to $338.6000 inclusive. Read SEC document |
| November 07, 2024 Filed Nov 8, 2024 21:05 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 1,163 | $337.21 | $392,175.23 |
DisclosureSEC source: 0001230245-24-000183 · wk-form4_1731099898.xml · nonDerivative · entry 5 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,513 F5 · price: These shares were sold in multiple transactions at prices ranging from $336.8400 to $337.4600 inclusive. Read SEC document |
| November 07, 2024 Filed Nov 8, 2024 21:05 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 518 | $336.37 | $174,239.66 |
DisclosureSEC source: 0001230245-24-000183 · wk-form4_1731099898.xml · nonDerivative · entry 4 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 151,676 F4 · price: These shares were sold in multiple transactions at prices ranging from $335.8200 to $336.8100 inclusive. Read SEC document |
| November 07, 2024 Filed Nov 8, 2024 21:05 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 3,900 | $335.24 | $1,307,436.00 |
DisclosureSEC source: 0001230245-24-000183 · wk-form4_1731099898.xml · nonDerivative · entry 3 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 152,194 F3 · price: These shares were sold in multiple transactions at prices ranging from $334.7350 to $335.7216 inclusive. Read SEC document |
| November 07, 2024 Filed Nov 8, 2024 21:05 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 2,996 | $334.22 | $1,001,323.12 |
DisclosureSEC source: 0001230245-24-000183 · wk-form4_1731099898.xml · nonDerivative · entry 2 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 156,094 F2 · price: These shares were sold in multiple transactions at prices ranging from $333.6800 to $334.6550 inclusive. Read SEC document |
| November 07, 2024 Filed Nov 8, 2024 21:05 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 1,005 | $333.14 | $334,805.70 |
DisclosureSEC source: 0001230245-24-000183 · wk-form4_1731099898.xml · nonDerivative · entry 1 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 159,090 F1 · price: The price reported in Column 4 for all transactions on this report is a weighted average price. The shares sold in footnotes (1) through (6) were sold in multiple transactions at the price ranges provided in footnotes (1) through (6). These shares in footnote (1) were sold in multiple transactions at prices ranging from $332.6800 to $333.6050 inclusive. The reporting person undertakes to provide full information regarding the number of shares sold at each separate price within the range set forth in footnotes (1) through (6) upon request by the SEC staff, the issuer or any shareholder of the issuer. Read SEC document |
| August 05, 2024 Filed Aug 6, 2024 20:30 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 1,100 | $238.65 | $262,515.00 |
DisclosureSEC source: 0001230245-24-000134 · wk-form4_1722976209.xml · nonDerivative · entry 5 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 160,095 F5 · price: These shares were sold in multiple transactions at prices ranging from $238.3900 to $239.3500 inclusive. Read SEC document |
| August 05, 2024 Filed Aug 6, 2024 20:30 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 3,496 | $237.58 | $830,579.68 |
DisclosureSEC source: 0001230245-24-000134 · wk-form4_1722976209.xml · nonDerivative · entry 4 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 161,195 F4 · price: These shares were sold in multiple transactions at prices ranging from $237.2800 to $238.2700 inclusive. Read SEC document |
| August 05, 2024 Filed Aug 6, 2024 20:30 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 4,499 | $236.58 | $1,064,373.42 |
DisclosureSEC source: 0001230245-24-000134 · wk-form4_1722976209.xml · nonDerivative · entry 3 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 164,691 F3 · price: These shares were sold in multiple transactions at prices ranging from $236.2200 to $237.2000 inclusive. Read SEC document |
| August 05, 2024 Filed Aug 6, 2024 20:30 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 2,200 | $235.59 | $518,298.00 |
DisclosureSEC source: 0001230245-24-000134 · wk-form4_1722976209.xml · nonDerivative · entry 2 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 169,190 F2 · price: These shares were sold in multiple transactions at prices ranging from $235.1200 to $236.0300 inclusive. Read SEC document |
| August 05, 2024 Filed Aug 6, 2024 20:30 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 1,400 | $234.48 | $328,272.00 |
DisclosureSEC source: 0001230245-24-000134 · wk-form4_1722976209.xml · nonDerivative · entry 1 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 171,390 F1 · price: The price reported in Column 4 for all transactions on this report is a weighted average price. The shares sold in footnotes (1) through (5) were sold in multiple transactions at the price ranges provided in footnotes (1) through (5). These shares in footnote (1) were sold in multiple transactions at prices ranging from $233.9100 to $234.8900 inclusive. The reporting person undertakes to provide full information regarding the number of shares sold at each separate price within the range set forth in footnotes (1) through (5) upon request by the SEC staff, the issuer or any shareholder of the issuer. Read SEC document |
| June 20, 2024 Filed Jun 24, 2024 20:06 UTC | nCino, Inc. NCNO · Entity 4391 | GrantCommon Stock | 5,874 | $0.00 | $0.00 |
DisclosureSEC source: 0001902733-24-000133 · wk-form4_1719259587.xml · nonDerivative · entry 1 Doyle Jonathan J · CIK 0001796882 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,540 F1 · shares: Represents restricted stock units ("RSUs") that vest in full on the earlier of June 20, 2025 and the date of the next annual meeting of the Issuer's stockholders, subject to the reporting person's continued service through the applicable vesting date. These RSUs vest fully upon a change in control of the Issuer. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 21:44 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | Tax withholdingCommon Stock | 5,164 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-24-000044 · wk-form4_1709156629.xml · nonDerivative · entry 2 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 172,790 Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 21:44 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | GrantCommon Stock | 12,561 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-24-000044 · wk-form4_1709156629.xml · nonDerivative · entry 1 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 177,954 F1 · acquired: Each performance share unit represented a contingent right to receive one share of PIPR common stock. The performance share units vested 150% based on attaining certain levels of adjusted return on equity and 150% based on relative total shareholder return within a group of peer companies, both as measured from January 1, 2021 through December 31, 2023. Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 22:30 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | Tax withholdingCommon Stock | 696 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-24-000030 · wk-form4_1708468218.xml · nonDerivative · entry 4 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 165,393 Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 22:30 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | Tax withholdingCommon Stock | 1,390 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-24-000030 · wk-form4_1708468218.xml · nonDerivative · entry 3 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 166,089 Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 22:30 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | Tax withholdingCommon Stock | 1,542 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-24-000030 · wk-form4_1708468218.xml · nonDerivative · entry 2 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 167,479 Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 22:30 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | GrantCommon Stock | 2,807 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-24-000030 · wk-form4_1708468218.xml · nonDerivative · entry 1 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 169,021 Read SEC document |
| February 07, 2024 Filed Feb 7, 2024 22:49 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 1,000 | $180.40 | $180,400.00 |
DisclosureSEC source: 0001230245-24-000018 · wk-form4_1707346167.xml · nonDerivative · entry 11 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 166,214 F10 · price: These shares were sold in multiple transactions at prices ranging from $179.8800 to $180.7100 inclusive. Read SEC document |
| February 07, 2024 Filed Feb 7, 2024 22:49 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 1,013 | $179.18 | $181,509.34 |
DisclosureSEC source: 0001230245-24-000018 · wk-form4_1707346167.xml · nonDerivative · entry 10 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 167,214 F9 · price: These shares were sold in multiple transactions at prices ranging from $178.6200 to $179.6000 inclusive. Read SEC document |
| February 06, 2024 Filed Feb 7, 2024 22:49 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 1,100 | $182.16 | $200,376.00 |
DisclosureSEC source: 0001230245-24-000018 · wk-form4_1707346167.xml · nonDerivative · entry 9 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 168,227 F8 · price: These shares were sold in multiple transactions at prices ranging from $181.9400 to $182.8900 inclusive. Read SEC document |
| February 06, 2024 Filed Feb 7, 2024 22:49 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 4,246 | $181.20 | $769,375.20 |
DisclosureSEC source: 0001230245-24-000018 · wk-form4_1707346167.xml · nonDerivative · entry 8 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 169,327 F7 · price: These shares were sold in multiple transactions at prices ranging from $180.8800 to $181.8200 inclusive. Read SEC document |
| February 06, 2024 Filed Feb 7, 2024 22:49 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 2,654 | $180.43 | $478,861.22 |
DisclosureSEC source: 0001230245-24-000018 · wk-form4_1707346167.xml · nonDerivative · entry 7 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 173,573 F6 · price: These shares were sold in multiple transactions at prices ranging from $179.8800 to $180.8750 inclusive. Read SEC document |
| February 05, 2024 Filed Feb 7, 2024 22:49 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 1,202 | $185.13 | $222,526.26 |
DisclosureSEC source: 0001230245-24-000018 · wk-form4_1707346167.xml · nonDerivative · entry 6 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 176,227 F5 · price: These shares were sold in multiple transactions at prices ranging from $185.0100 to $185.1700 inclusive. 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.