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 |
|---|---|---|---|---|---|---|
| September 08, 2021 Filed Sep 10, 2021 21:14 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 1,229 | $135.83 | $166,935.07 |
DisclosureSEC source: 0001230245-21-000111 · wf-form4_163130848548546.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: 272,981 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 $135.6700 to $136.5100 inclusive. Read SEC document |
| September 08, 2021 Filed Sep 10, 2021 21:14 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 4,516 | $135.15 | $610,337.40 |
DisclosureSEC source: 0001230245-21-000111 · wf-form4_163130848548546.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: 274,210 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 (9) were sold in multiple transactions at the price ranges provided in footnotes (2) through (9). These shares in footnote (2) were sold in multiple transactions at prices ranging from $134.6700 to $135.6600 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 (9) upon request by the SEC staff, the issuer or any shareholder of the issuer. Read SEC document |
| September 07, 2021 Filed Sep 7, 2021 22:08 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 300 | $141.27 | $42,381.00 |
DisclosureSEC source: 0001230245-21-000108 · wf-form4_163105249081283.xml · nonDerivative · entry 10 Doyle Jonathan J · CIK 0001796882 · Director · Hd of Financial Services Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 278,726 F1 · kind: The shares of common stock were sold pursuant to a 10b5-1 trading plan. F11 · price: These shares were sold in multiple transactions at prices ranging from $141.1100 to $141.5000 inclusive. Read SEC document |
| September 07, 2021 Filed Sep 7, 2021 22:08 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 500 | $140.42 | $70,210.00 |
DisclosureSEC source: 0001230245-21-000108 · wf-form4_163105249081283.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: 279,026 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 $140.0700 to $140.9300 inclusive. Read SEC document |
| September 07, 2021 Filed Sep 7, 2021 22:08 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 900 | $138.95 | $125,055.00 |
DisclosureSEC source: 0001230245-21-000108 · wf-form4_163105249081283.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: 279,526 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 $138.6900 to $139.5900 inclusive. Read SEC document |
| September 07, 2021 Filed Sep 7, 2021 22:08 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 3,904 | $137.95 | $538,556.80 |
DisclosureSEC source: 0001230245-21-000108 · wf-form4_163105249081283.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: 280,426 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 $137.5400 to $138.4800 inclusive. Read SEC document |
| September 07, 2021 Filed Sep 7, 2021 22:08 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 4,429 | $137.02 | $606,861.58 |
DisclosureSEC source: 0001230245-21-000108 · wf-form4_163105249081283.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: 284,330 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 $136.5300 to $137.4900 inclusive. Read SEC document |
| September 03, 2021 Filed Sep 7, 2021 22:08 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 760 | $144.20 | $109,592.00 |
DisclosureSEC source: 0001230245-21-000108 · wf-form4_163105249081283.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: 288,759 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 $144.0000 to $144.3700 inclusive. Read SEC document |
| September 03, 2021 Filed Sep 7, 2021 22:08 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 3,175 | $143.44 | $455,422.00 |
DisclosureSEC source: 0001230245-21-000108 · wf-form4_163105249081283.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: 289,519 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 $143.0000 to $143.9000 inclusive. Read SEC document |
| September 03, 2021 Filed Sep 7, 2021 22:08 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 500 | $142.44 | $71,220.00 |
DisclosureSEC source: 0001230245-21-000108 · wf-form4_163105249081283.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: 292,694 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 $141.9800 to $142.9300 inclusive. Read SEC document |
| September 02, 2021 Filed Sep 7, 2021 22:08 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 1,205 | $143.95 | $173,459.75 |
DisclosureSEC source: 0001230245-21-000108 · wf-form4_163105249081283.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: 293,194 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 $143.6400 to $144.1700 inclusive. Read SEC document |
| September 02, 2021 Filed Sep 7, 2021 22:08 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | SaleCommon Stock | 3,291 | $143.10 | $470,942.10 |
DisclosureSEC source: 0001230245-21-000108 · wf-form4_163105249081283.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: 294,399 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 (11) were sold in multiple transactions at the price ranges provided in footnotes (2) through (11). These shares in footnote (2) were sold in multiple transactions at prices ranging from $142.6100 to $143.5900 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) through (11) upon request by the SEC staff, the issuer or any shareholder of the issuer. Read SEC document |
| July 15, 2021 Filed Jul 19, 2021 17:01 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | GrantCommon Stock | 2,688 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-024776 · form4.xml · nonDerivative · entry 1 Doyle Jonathan J · CIK 0001796882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,688 F1 · shares: These RSUs will vest in full on July 15, 2022, 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 |
| June 08, 2021 Filed Jun 10, 2021 17:37 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Exercise / conversionRestricted Stock Units · Derivative | 7,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-21-000501 · form4.xml · derivative · entry 2 Doyle Jonathan J · CIK 0001796882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,500 shares Expires 2027-06-08 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer ("Share") or, in the Issuer's discretion, an amount of cash equal to the fair market value of the Shares represented by the RSUs on the payment date. These RSUs vested in full on June 8, 2021. F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer ("Share") or, in the Issuer's discretion, an amount of cash equal to the fair market value of the Shares represented by the RSUs on the payment date. These RSUs vested in full on June 8, 2021. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 17:37 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Exercise / conversionCommon Stock | 7,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000905148-21-000501 · form4.xml · nonDerivative · entry 1 Doyle Jonathan J · CIK 0001796882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer ("Share") or, in the Issuer's discretion, an amount of cash equal to the fair market value of the Shares represented by the RSUs on the payment date. These RSUs vested in full on June 8, 2021. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 21:23 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | GrantCommon Stock | 11,249 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-21-000020 · edgar.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: 297,690 Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 17:53 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Exercise / conversionRestricted Stock Units · Derivative | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-003287 · form4.xml · derivative · entry 2 Doyle Jonathan J · CIK 0001796882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 5,000 shares Expires 2027-06-08 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer ("Share") or, in the Issuer's discretion, an amount of cash equal to the fair market value of the Shares represented by the RSUs on the payment date. These RSUs vest in three equal annual installments starting on February 1, 2021, subject to the reporting person's continued service through the applicable vesting date, and provided that no RSUs can be settled until after the expiration of the lock-up period established in connection with the Issuer's initial public offering. These RSUs fully vest upon a change in control of the Issuer. F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer ("Share") or, in the Issuer's discretion, an amount of cash equal to the fair market value of the Shares represented by the RSUs on the payment date. These RSUs vest in three equal annual installments starting on February 1, 2021, subject to the reporting person's continued service through the applicable vesting date, and provided that no RSUs can be settled until after the expiration of the lock-up period established in connection with the Issuer's initial public offering. These RSUs fully vest upon a change in control of the Issuer. Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 17:53 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Exercise / conversionCommon Stock | 5,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-21-003287 · form4.xml · nonDerivative · entry 1 Doyle Jonathan J · CIK 0001796882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,500 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer ("Share") or, in the Issuer's discretion, an amount of cash equal to the fair market value of the Shares represented by the RSUs on the payment date. These RSUs vest in three equal annual installments starting on February 1, 2021, subject to the reporting person's continued service through the applicable vesting date, and provided that no RSUs can be settled until after the expiration of the lock-up period established in connection with the Issuer's initial public offering. These RSUs fully vest upon a change in control of the Issuer. Read SEC document |
| January 11, 2021 Filed Jan 15, 2021 21:51 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Exercise / conversionRestricted Stock Units · Derivative | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-001363 · form4.xml · derivative · entry 2 Doyle Jonathan J · CIK 0001796882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,500 shares Expires 2027-06-08 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one Share or, in the Issuer's discretion, an amount of cash equal to the fair market value of the Shares represented by the RSUs on the payment date. These RSUs vested in full upon the effectiveness of the Securities Act registration statement for the Shares, provided that no RSUs can be settled until after the expiration of the lock-up period established in connection with the Issuer's initial public offering. F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive one Share or, in the Issuer's discretion, an amount of cash equal to the fair market value of the Shares represented by the RSUs on the payment date. These RSUs vested in full upon the effectiveness of the Securities Act registration statement for the Shares, provided that no RSUs can be settled until after the expiration of the lock-up period established in connection with the Issuer's initial public offering. Read SEC document |
| January 11, 2021 Filed Jan 15, 2021 21:51 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Exercise / conversionCommon Stock | 2,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-21-001363 · form4.xml · nonDerivative · entry 1 Doyle Jonathan J · CIK 0001796882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,500 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one Share or, in the Issuer's discretion, an amount of cash equal to the fair market value of the Shares represented by the RSUs on the payment date. These RSUs vested in full upon the effectiveness of the Securities Act registration statement for the Shares, provided that no RSUs can be settled until after the expiration of the lock-up period established in connection with the Issuer's initial public offering. 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.