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 |
|---|---|---|---|---|---|---|
| February 05, 2024 Filed Feb 7, 2024 22:49 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 7,877 | $184.42 | $1,452,676.34 |
DisclosureSEC source: 0001230245-24-000018 · wk-form4_1707346167.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: 177,429 F4 · price: These shares were sold in multiple transactions at prices ranging from $184.0100 to $185.0000 inclusive. Read SEC document |
| February 05, 2024 Filed Feb 7, 2024 22:49 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 9,113 | $183.57 | $1,672,873.41 |
DisclosureSEC source: 0001230245-24-000018 · wk-form4_1707346167.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: 185,306 F3 · price: These shares were sold in multiple transactions at prices ranging from $183.0100 to $184.0000 inclusive. Read SEC document |
| February 05, 2024 Filed Feb 7, 2024 22:49 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 1,243 | $182.64 | $227,021.52 |
DisclosureSEC source: 0001230245-24-000018 · wk-form4_1707346167.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: 194,419 F2 · price: These shares were sold in multiple transactions at prices ranging from $182.0100 to $183.0000 inclusive. Read SEC document |
| February 05, 2024 Filed Feb 7, 2024 22:49 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 452 | $181.84 | $82,191.68 |
DisclosureSEC source: 0001230245-24-000018 · wk-form4_1707346167.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: 195,662 F1 · price: The price reported in Column 4 for footnotes (1) through (10) on this report is a weighted average price. The shares sold in footnotes (1) through (10) were sold in multiple transactions at the price ranges provided in footnotes (1) through (10). These shares in footnote (1) were sold in multiple transactions at prices ranging from $181.7300 to $182.1100 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 (10) upon request by the SEC staff, the issuer or any shareholder of the issuer. Read SEC document |
| February 05, 2024 Filed Feb 7, 2024 22:49 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 100 | $182.90 | $18,290.00 |
DisclosureSEC source: 0001230245-24-000018 · wk-form4_1707346167.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: 196,114 Read SEC document |
| January 17, 2024 Filed Jan 19, 2024 21:05 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | Tax withholdingCommon Stock | 16,180 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-24-000011 · wk-form4_1705698317.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: 196,214 Read SEC document |
| December 22, 2023 Filed Dec 26, 2023 21:16 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000175 · wk-form4_1703625402.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: 212,394 F1 · price: Represents shares of Common Stock that the reporting person donated as a gift to a donor advised fund. Read SEC document |
| June 22, 2023 Filed Jun 26, 2023 20:20 UTC | nCino, Inc. NCNO · Entity 4391 | GrantCommon Stock | 5,770 | $0.00 | $0.00 |
DisclosureSEC source: 0001902733-23-000037 · wk-form4_1687810821.xml · nonDerivative · entry 1 Doyle Jonathan J · CIK 0001796882 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,666 F1 · shares: Represents restricted stock units ("RSUs") that vest in full on the earlier of June 22, 2024 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 16, 2023 Filed Feb 17, 2023 21:32 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | Tax withholdingCommon Stock | 1,390 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000025 · wf-form4_167666948619167.xml · nonDerivative · entry 3 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,394 Read SEC document |
| February 16, 2023 Filed Feb 17, 2023 21:32 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | Tax withholdingCommon Stock | 1,542 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000025 · wf-form4_167666948619167.xml · nonDerivative · entry 2 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,784 Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 21:32 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | GrantCommon Stock | 5,073 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000025 · wf-form4_167666948619167.xml · nonDerivative · entry 1 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,326 Read SEC document |
| February 09, 2023 Filed Feb 9, 2023 22:17 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 1,421 | $152.83 | $217,171.43 |
DisclosureSEC source: 0001230245-23-000014 · wf-form4_167598105018027.xml · nonDerivative · entry 9 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,253 F1 · kind: The shares of common stock were sold pursuant to a 10b5-1 trading plan. F10 · price: These shares were sold in multiple transactions at prices ranging from $152.4600 to $153.4000 inclusive. Read SEC document |
| February 09, 2023 Filed Feb 9, 2023 22:17 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 3,579 | $151.97 | $543,900.63 |
DisclosureSEC source: 0001230245-23-000014 · wf-form4_167598105018027.xml · nonDerivative · entry 8 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,674 F1 · kind: The shares of common stock were sold pursuant to a 10b5-1 trading plan. F9 · price: These shares were sold in multiple transactions at prices ranging from $151.4500 to $152.4000 inclusive. Read SEC document |
| February 08, 2023 Filed Feb 9, 2023 22:17 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 800 | $153.40 | $122,720.00 |
DisclosureSEC source: 0001230245-23-000014 · wf-form4_167598105018027.xml · nonDerivative · entry 7 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,253 F1 · kind: The shares of common stock were sold pursuant to a 10b5-1 trading plan. F8 · price: These shares were sold in multiple transactions at prices ranging from $153.2900 to $153.7500 inclusive. Read SEC document |
| February 08, 2023 Filed Feb 9, 2023 22:17 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 3,304 | $152.80 | $504,851.20 |
DisclosureSEC source: 0001230245-23-000014 · wf-form4_167598105018027.xml · nonDerivative · entry 6 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 218,053 F1 · kind: The shares of common stock were sold pursuant to a 10b5-1 trading plan. F7 · price: These shares were sold in multiple transactions at prices ranging from $152.2900 to $153.2600 inclusive. Read SEC document |
| February 08, 2023 Filed Feb 9, 2023 22:17 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 896 | $151.72 | $135,941.12 |
DisclosureSEC source: 0001230245-23-000014 · wf-form4_167598105018027.xml · nonDerivative · entry 5 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221,357 F1 · kind: The shares of common stock were sold pursuant to a 10b5-1 trading plan. F6 · price: These shares were sold in multiple transactions at prices ranging from $151.2400 to $ 152.1000 inclusive. Read SEC document |
| February 07, 2023 Filed Feb 9, 2023 22:17 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 506 | $153.06 | $77,448.36 |
DisclosureSEC source: 0001230245-23-000014 · wf-form4_167598105018027.xml · nonDerivative · entry 4 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 222,253 F1 · kind: The shares of common stock were sold pursuant to a 10b5-1 trading plan. F5 · price: These shares were sold in multiple transactions at prices ranging from $152.8600 to $153.3200 inclusive. Read SEC document |
| February 07, 2023 Filed Feb 9, 2023 22:17 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 2,347 | $152.36 | $357,588.92 |
DisclosureSEC source: 0001230245-23-000014 · wf-form4_167598105018027.xml · nonDerivative · entry 3 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 222,759 F1 · kind: The shares of common stock were sold pursuant to a 10b5-1 trading plan. F4 · price: These shares were sold in multiple transactions at prices ranging from $151.8200 to $152.7200 inclusive. Read SEC document |
| February 07, 2023 Filed Feb 9, 2023 22:17 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 879 | $151.28 | $132,975.12 |
DisclosureSEC source: 0001230245-23-000014 · wf-form4_167598105018027.xml · nonDerivative · entry 2 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,106 F1 · kind: The shares of common stock were sold pursuant to a 10b5-1 trading plan. F3 · price: These shares were sold in multiple transactions at prices ranging from $150.7700 to $151.7500 inclusive. Read SEC document |
| February 07, 2023 Filed Feb 9, 2023 22:17 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 1,268 | $150.42 | $190,732.56 |
DisclosureSEC source: 0001230245-23-000014 · wf-form4_167598105018027.xml · nonDerivative · entry 1 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,985 F1 · kind: The shares of common stock were sold pursuant to a 10b5-1 trading plan. F2 · price: The price reported in Column 4 for all transactions on this report is a weighted average price. The shares sold in footnotes (2), (3), (4), (5), (6), (7), (8), (9) and (10) were sold in multiple transactions at the price ranges provided in footnotes (2), (3), (4), (5), (6), (7), (8), (9) and (10). These shares in footnote (2) were sold in multiple transactions at prices ranging from $149.7700 to $150.7600 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 (2), (3), (4), (5), (6), (7), (8), (9) and (10) upon request by the SEC staff, the issuer or any shareholder of the issuer. Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 21:14 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | Tax withholdingCommon Stock | 16,017 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000007 · wf-form4_167416285302030.xml · nonDerivative · entry 1 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 227,253 Read SEC document |
| December 23, 2022 Filed Dec 23, 2022 21:52 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 208 | $134.91 | $28,061.28 |
DisclosureSEC source: 0001230245-22-000156 · wf-form4_167183232605755.xml · nonDerivative · entry 6 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 243,270 F1 · kind: The shares of common stock were sold pursuant to a 10b5-1 trading plan. F7 · price: These shares were sold in multiple transactions at prices ranging from $134.9000 to $135.0300 inclusive. Read SEC document |
| December 23, 2022 Filed Dec 23, 2022 21:52 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 3,256 | $134.24 | $437,085.44 |
DisclosureSEC source: 0001230245-22-000156 · wf-form4_167183232605755.xml · nonDerivative · entry 5 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 243,478 F1 · kind: The shares of common stock were sold pursuant to a 10b5-1 trading plan. F6 · price: These shares were sold in multiple transactions at prices ranging from $133.8500 to $ 134.8400 inclusive. Read SEC document |
| December 23, 2022 Filed Dec 23, 2022 21:52 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 1,136 | $133.52 | $151,678.72 |
DisclosureSEC source: 0001230245-22-000156 · wf-form4_167183232605755.xml · nonDerivative · entry 4 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246,734 F1 · kind: The shares of common stock were sold pursuant to a 10b5-1 trading plan. F5 · price: These shares were sold in multiple transactions at prices ranging from $132.8300 to $133.7900 inclusive. Read SEC document |
| December 22, 2022 Filed Dec 23, 2022 21:52 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 1,199 | $133.96 | $160,618.04 |
DisclosureSEC source: 0001230245-22-000156 · wf-form4_167183232605755.xml · nonDerivative · entry 3 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,870 F1 · kind: The shares of common stock were sold pursuant to a 10b5-1 trading plan. F4 · price: These shares were sold in multiple transactions at prices ranging from $133.7400 to $134.2500 inclusive. Read SEC document |
| December 22, 2022 Filed Dec 23, 2022 21:52 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 2,901 | $133.12 | $386,181.12 |
DisclosureSEC source: 0001230245-22-000156 · wf-form4_167183232605755.xml · nonDerivative · entry 2 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 249,069 F1 · kind: The shares of common stock were sold pursuant to a 10b5-1 trading plan. F3 · price: These shares were sold in multiple transactions at prices ranging from $132.7000 to $133.6600 inclusive. Read SEC document |
| December 22, 2022 Filed Dec 23, 2022 21:52 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 900 | $132.37 | $119,133.00 |
DisclosureSEC source: 0001230245-22-000156 · wf-form4_167183232605755.xml · nonDerivative · entry 1 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251,970 F1 · kind: The shares of common stock were sold pursuant to a 10b5-1 trading plan. F2 · price: The price reported in Column 4 for all transactions on this report is a weighted average price. The shares sold in footnotes (2), (3), (4), (5), (6) and (7) were sold in multiple transactions at the price ranges provided in footnotes (2), (3), (4), (5), (6) and (7). These shares in footnote (2) were sold in multiple transactions at prices ranging from $131.6300 to $132.5700 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 (2), (3), (4), (5), (6) and (7) upon request by the SEC staff, the issuer or any shareholder of the issuer. Read SEC document |
| June 23, 2022 Filed Jun 27, 2022 22:34 UTC | nCino, Inc. NCNO · Entity 4391 | GrantCommon Stock | 5,208 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-22-024191 · form4.xml · nonDerivative · entry 1 Doyle Jonathan J · CIK 0001796882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,896 F1 · shares: Represents restricted stock units (''RSUs'') that vest in full on the earlier of June 23, 2023 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 fully vest upon a change in control of the Issuer. Read SEC document |
| February 16, 2022 Filed Feb 18, 2022 21:15 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | Tax withholdingCommon Stock | 913 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-22-000026 · wf-form4_164521889192999.xml · nonDerivative · entry 1 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 252,870 Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 23:01 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | GrantCommon Stock | 10,144 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-22-000020 · wf-form4_164513890238996.xml · nonDerivative · entry 1 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 253,783 Read SEC document |
| January 07, 2022 Filed Jan 11, 2022 16:16 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Disposition to issuerRestricted Stock Units · Derivative | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-22-001326 · form4.xml · derivative · entry 3 Doyle Jonathan J · CIK 0001796882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2027-06-08 F4 · derivative.exercise_price: 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 · price: 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 · price: 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 · derivative.exercise_date: 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. Read SEC document |
| January 07, 2022 Filed Jan 11, 2022 16:16 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Disposition to issuerCommon Stock | 2,688 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-22-001326 · form4.xml · nonDerivative · entry 2 Doyle Jonathan J · CIK 0001796882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: 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 · price: 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. Read SEC document |
| January 07, 2022 Filed Jan 11, 2022 16:16 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Disposition to issuerCommon Stock | 40,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-22-001326 · form4.xml · nonDerivative · entry 1 Doyle Jonathan J · CIK 0001796882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,688 F1 · price: 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 · price: 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. Read SEC document |
| January 07, 2022 Filed Jan 11, 2022 21:26 UTC | nCino, Inc. NCNO · Entity 4391 | GrantCommon Stock | 12,688 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-22-001362 · form4.xml · nonDerivative · entry 2 Doyle Jonathan J · CIK 0001796882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,688 F1 · price: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among nCino, Inc., a Delaware corporation ("old nCino"), Penny HoldCo, Inc., a Delaware corporation and, at the time, a wholly owned subsidiary of old nCino (the "Issuer"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) old nCino merged with a merger sub and survived such merger as a wholly owned subsidiary of the Issuer (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 the Issuer; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of the Issuer (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers"). F2 · price: Upon completion of the Mergers, the Issuer changed its name to nCino, Inc. F4 · price: Pursuant to the Merger Agreement, at the Effective Time, each restricted stock unit granted by Old nCino ("Old nCino RSU") converted automatically into a restricted stock unit of the Issuer on substantially the same terms and conditions (including vesting and delivery schedule) as applied to such Old nCino RSU immediately prior to the Effective Time. Read SEC document |
| January 07, 2022 Filed Jan 11, 2022 21:26 UTC | nCino, Inc. NCNO · Entity 4391 | GrantCommon Stock | 40,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-22-001362 · form4.xml · nonDerivative · entry 1 Doyle Jonathan J · CIK 0001796882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 F1 · price: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among nCino, Inc., a Delaware corporation ("old nCino"), Penny HoldCo, Inc., a Delaware corporation and, at the time, a wholly owned subsidiary of old nCino (the "Issuer"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) old nCino merged with a merger sub and survived such merger as a wholly owned subsidiary of the Issuer (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 the Issuer; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of the Issuer (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers"). F2 · price: Upon completion of the Mergers, the Issuer changed its name to nCino, Inc. F3 · price: Pursuant to the Merger Agreement, at the effective time of the nCino Merger (the "Effective Time"), each share of old nCino common stock, par value $0.0005 per share, ("Old nCino Shares") converted automatically into one share of common stock, par value $0.0005 per share, of the Issuer ("Shares"). As of January 7, 2022, the closing market price of the old nCino Shares was $50.82. Read SEC document |
| September 16, 2021 Filed Sep 16, 2021 21:15 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 433 | $133.86 | $57,961.38 |
DisclosureSEC source: 0001230245-21-000129 · wf-form4_163182693979375.xml · nonDerivative · entry 2 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 243,639 F1 · kind: The shares of common stock were sold pursuant to a 10b5-1 trading plan. F3 · price: These shares were sold in multiple transactions at prices ranging from $133.6800 to $134.0500 inclusive. Read SEC document |
| September 16, 2021 Filed Sep 16, 2021 21:15 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 1,217 | $133.02 | $161,885.34 |
DisclosureSEC source: 0001230245-21-000129 · wf-form4_163182693979375.xml · nonDerivative · entry 1 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 244,072 F1 · kind: The shares of common stock were sold pursuant to a 10b5-1 trading plan. F2 · price: The price reported in Column 4 for all transactions on this report is a weighted average price. The shares sold in footnotes (2) and (3) were sold in multiple transactions at the price ranges provided in footnotes (2) and (3). These shares in footnote (2) were sold in multiple transactions at prices ranging from $132.6600 to $133.5900 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 (2) and (3) upon request by the SEC staff, the issuer or any shareholder of the issuer. Read SEC document |
| September 15, 2021 Filed Sep 15, 2021 20:51 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 4,047 | $135.23 | $547,275.81 |
DisclosureSEC source: 0001230245-21-000127 · wf-form4_163173906532702.xml · nonDerivative · entry 7 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 245,289 F1 · kind: The shares of common stock were sold pursuant to a 10b5-1 trading plan. F8 · price: These shares were sold in multiple transactions at prices ranging from $134.9400 to $135.6200 inclusive. Read SEC document |
| September 15, 2021 Filed Sep 15, 2021 20:51 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 1,000 | $134.16 | $134,160.00 |
DisclosureSEC source: 0001230245-21-000127 · wf-form4_163173906532702.xml · nonDerivative · entry 6 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 249,336 F1 · kind: The shares of common stock were sold pursuant to a 10b5-1 trading plan. F7 · price: These shares were sold in multiple transactions at prices ranging from $133.6600 to $134.5200 inclusive. Read SEC document |
| September 14, 2021 Filed Sep 15, 2021 20:51 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 1,300 | $135.90 | $176,670.00 |
DisclosureSEC source: 0001230245-21-000127 · wf-form4_163173906532702.xml · nonDerivative · entry 5 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,336 F1 · kind: The shares of common stock were sold pursuant to a 10b5-1 trading plan. F6 · price: These shares were sold in multiple transactions at prices ranging from $135.5800 to $136.4600 inclusive. Read SEC document |
| September 14, 2021 Filed Sep 15, 2021 20:51 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 1,975 | $134.88 | $266,388.00 |
DisclosureSEC source: 0001230245-21-000127 · wf-form4_163173906532702.xml · nonDerivative · entry 4 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251,636 F1 · kind: The shares of common stock were sold pursuant to a 10b5-1 trading plan. F5 · price: These shares were sold in multiple transactions at prices ranging from $134.5600 to $135.5300 inclusive. Read SEC document |
| September 14, 2021 Filed Sep 15, 2021 20:51 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 3,203 | $134.05 | $429,362.15 |
DisclosureSEC source: 0001230245-21-000127 · wf-form4_163173906532702.xml · nonDerivative · entry 3 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 253,611 F1 · kind: The shares of common stock were sold pursuant to a 10b5-1 trading plan. F4 · price: These shares were sold in multiple transactions at prices ranging from $133.5600 to $134.5500 inclusive. Read SEC document |
| September 13, 2021 Filed Sep 15, 2021 20:51 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 1,203 | $136.04 | $163,656.12 |
DisclosureSEC source: 0001230245-21-000127 · wf-form4_163173906532702.xml · nonDerivative · entry 2 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 256,814 F1 · kind: The shares of common stock were sold pursuant to a 10b5-1 trading plan. F3 · price: These shares were sold in multiple transactions at prices ranging from $135.6200 to $136.5100 inclusive. Read SEC document |
| September 13, 2021 Filed Sep 15, 2021 20:51 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 3,093 | $135.11 | $417,895.23 |
DisclosureSEC source: 0001230245-21-000127 · wf-form4_163173906532702.xml · nonDerivative · entry 1 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 258,017 F1 · kind: The shares of common stock were sold pursuant to a 10b5-1 trading plan. F2 · price: The price reported in Column 4 for all transactions on this report is a weighted average price. The shares sold in footnotes (2) through (8) were sold in multiple transactions at the price ranges provided in footnotes (2) through (8). These shares in footnote (2) were sold in multiple transactions at prices ranging from $134.5000 to $135.4700 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 (2) through (8) upon request by the SEC staff, the issuer or any shareholder of the issuer. Read SEC document |
| September 10, 2021 Filed Sep 10, 2021 21:14 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 1,701 | $135.50 | $230,485.50 |
DisclosureSEC source: 0001230245-21-000111 · wf-form4_163130848548546.xml · nonDerivative · entry 8 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 261,110 F1 · kind: The shares of common stock were sold pursuant to a 10b5-1 trading plan. F9 · price: These shares were sold in multiple transactions at prices ranging from $135.3300 to $135.7700 inclusive. Read SEC document |
| September 10, 2021 Filed Sep 10, 2021 21:14 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 3,567 | $134.96 | $481,402.32 |
DisclosureSEC source: 0001230245-21-000111 · wf-form4_163130848548546.xml · nonDerivative · entry 7 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 262,811 F1 · kind: The shares of common stock were sold pursuant to a 10b5-1 trading plan. F8 · price: These shares were sold in multiple transactions at prices ranging from $134.2700 to $135.2300 inclusive. Read SEC document |
| September 10, 2021 Filed Sep 10, 2021 21:14 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 900 | $133.83 | $120,447.00 |
DisclosureSEC source: 0001230245-21-000111 · wf-form4_163130848548546.xml · nonDerivative · entry 6 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 266,378 F1 · kind: The shares of common stock were sold pursuant to a 10b5-1 trading plan. F7 · price: These shares were sold in multiple transactions at prices ranging from $133.2600 to $134.1000 inclusive. Read SEC document |
| September 09, 2021 Filed Sep 10, 2021 21:14 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 200 | $136.61 | $27,322.00 |
DisclosureSEC source: 0001230245-21-000111 · wf-form4_163130848548546.xml · nonDerivative · entry 5 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 267,278 F1 · kind: The shares of common stock were sold pursuant to a 10b5-1 trading plan. F6 · price: These shares were sold in multiple transactions at prices ranging from $136.6000 to $136.6200 inclusive. Read SEC document |
| September 09, 2021 Filed Sep 10, 2021 21:14 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 3,141 | $135.92 | $426,924.72 |
DisclosureSEC source: 0001230245-21-000111 · wf-form4_163130848548546.xml · nonDerivative · entry 4 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 267,478 F1 · kind: The shares of common stock were sold pursuant to a 10b5-1 trading plan. F5 · price: These shares were sold in multiple transactions at prices ranging from $135.5000 to $136.4600 inclusive. Read SEC document |
| September 09, 2021 Filed Sep 10, 2021 21:14 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 2,362 | $135.04 | $318,964.48 |
DisclosureSEC source: 0001230245-21-000111 · wf-form4_163130848548546.xml · nonDerivative · entry 3 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 270,619 F1 · kind: The shares of common stock were sold pursuant to a 10b5-1 trading plan. F4 · price: These shares were sold in multiple transactions at prices ranging from $134.5000 to $135.4600 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.