Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Brilliant Earth Group, Inc.BRLT · Entity 6567 | Director | June 18, 2026 | June 23, 2026 |
| Q2 Holdings, Inc.QTWO · Entity 4051 | Chief Financial Officer | September 10, 2020 | September 14, 2020 |
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.
Brilliant Earth Group, Inc.
Report date June 18, 2026 · Filed June 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 213,966 |
Ending reported balance
After 2026-06-22 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-06-18 · Sale · Disposed 20,020 · Balance 232,302 F1: The transactions reported herein were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 27, 2025. F2: This transaction was executed in multiple trades ranging from $1.04 to $1.12. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares and prices at which the transaction was effected. Row 2 · 2026-06-22 · Sale · Disposed 18,336 · Balance 213,966 F1: The transactions reported herein were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 27, 2025. F3: This transaction was executed in multiple trades ranging from $1.01 to $1.06. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares and prices at which the transaction was effected. |
Filing footnotes · ownership attribution and instrument terms
F1: The transactions reported herein were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 27, 2025.
F2: This transaction was executed in multiple trades ranging from $1.04 to $1.12. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares and prices at which the transaction was effected.
F3: This transaction was executed in multiple trades ranging from $1.01 to $1.06. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares and prices at which the transaction was effected.
Q2 Holdings, Inc.
Report date September 10, 2020 · Filed September 14, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 111,219.16 |
Ending reported balance
After 2020-09-10 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2020-09-10 · Exercise / conversion · Acquired 1,140 · Balance 112,359.16 Row 2 · 2020-09-10 · Exercise / conversion · Acquired 13,860 · Balance 126,219.16 Row 3 · 2020-09-10 · Sale · Disposed 15,000 · Balance 111,219.16 F1: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87.48to $92.16 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.35 · Expires 2021-01-24 | Direct | 0 |
Reported balance
After 2020-09-10 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2020-09-10 · Exercise / conversion · Disposed 1,140 · Balance 0 F3: This option grant vested as to 1/4 of the total option grant on January 24, 2015, and thereafter as to 1/48 of the total option grant monthly. The option grant becomes exercisable as it vests. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $20.19 · Expires 2022-02-20 | Direct | 34,761 |
Reported balance
After 2020-09-10 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2020-09-10 · Exercise / conversion · Disposed 13,860 · Balance 34,761 F4: This option grant vested as to 1/4 of the total option grant on February 20, 2016, and thereafter as to 1/48 of the total option grant monthly. The option grant becomes exercisable as it vests. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87.48to $92.16 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F3: This option grant vested as to 1/4 of the total option grant on January 24, 2015, and thereafter as to 1/48 of the total option grant monthly. The option grant becomes exercisable as it vests.
F4: This option grant vested as to 1/4 of the total option grant on February 20, 2016, and thereafter as to 1/48 of the total option grant monthly. The option grant becomes exercisable as it vests.
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 |
|---|---|---|---|---|---|---|
| January 31, 2022 Filed Feb 3, 2022 00:48 UTC | Brilliant Earth Group, Inc. BRLT · Entity 6567 | GrantClass B Common Stock | 859 | $0.00 | $0.00 |
DisclosureSEC source: 0001866757-22-000030 · wf-form4_164384927795918.xml · nonDerivative · entry 1 Harris Jennifer Noel · CIK 0001597649 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,532 F1 · price: Reflects the acquisition for no consideration of Class B Common Stock in connection with the vesting of Common Units. Read SEC document |
| December 31, 2021 Filed Jan 3, 2022 21:16 UTC | Brilliant Earth Group, Inc. BRLT · Entity 6567 | GrantClass B Common Stock | 859 | $0.00 | $0.00 |
DisclosureSEC source: 0001866757-22-000010 · wf-form4_164124458425858.xml · nonDerivative · entry 1 Harris Jennifer Noel · CIK 0001597649 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,673 F1 · price: Reflects the acquisition for no consideration of Class B Common Stock in connection with the vesting of Common Units. Read SEC document |
| November 30, 2021 Filed Dec 2, 2021 23:04 UTC | Brilliant Earth Group, Inc. BRLT · Entity 6567 | GrantClass B Common Stock | 859 | $0.00 | $0.00 |
DisclosureSEC source: 0001866757-21-000015 · wf-form4_163848623010380.xml · nonDerivative · entry 1 Harris Jennifer Noel · CIK 0001597649 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,814 F1 · price: Reflects the acquisition for no consideration of Class B Common Stock in connection with the vesting of Common Units. Read SEC document |
| October 31, 2021 Filed Nov 2, 2021 20:05 UTC | Brilliant Earth Group, Inc. BRLT · Entity 6567 | GrantClass B Common Stock | 859 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-042356 · doc4.xml · nonDerivative · entry 1 Harris Jennifer Noel · CIK 0001597649 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,955 F1 · price: Reflects the acquisition for no consideration of Class B Common Stock in connection with the vesting of Common Units. Read SEC document |
| September 30, 2021 Filed Oct 5, 2021 00:28 UTC | Brilliant Earth Group, Inc. BRLT · Entity 6567 | GrantClass B Common Stock | 859 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-038944 · doc4.xml · nonDerivative · entry 1 Harris Jennifer Noel · CIK 0001597649 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,096 F1 · price: Reflects the acquisition for no consideration of Class B Common Stock in connection with the vesting of Common Units. Read SEC document |
| September 27, 2021 Filed Sep 29, 2021 01:11 UTC | Brilliant Earth Group, Inc. BRLT · Entity 6567 | Disposition to issuerCommon Units · Derivative | 62 | $11.22 | $695.64 |
DisclosureSEC source: 0000899243-21-038115 · doc4.xml · derivative · entry 3 Harris Jennifer Noel · CIK 0001597649 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,215 Underlying: Class A Common Stock · 62 shares Expires not disclosed F2 · derivative.exercise_price: The Common Units may be redeemed by the Reporting Person at any time for shares of Class A Common Stock on a 1-to-1 basis. The Common Units have no expiration date. F3 · kind: As described in the prospectus filed by the Issuer with the Securities and Exchange Commission, upon the closing of the initial public offering and the underwriters' exercise of the additional shares, the Issuer redeemed the Common Units from the Reporting Person. F4 · derivative.exercise_date: A portion of the Common Units vested immediately upon issuance. The remaining non-vested Common Units vest as to 1/48th of the underlying shares in 43 substantially equal monthly installments, commencing on September 30, 2021, such that the Common Units will become fully vested on March 31, 2025. F2 · derivative.expiration_date: The Common Units may be redeemed by the Reporting Person at any time for shares of Class A Common Stock on a 1-to-1 basis. The Common Units have no expiration date. Read SEC document |
| September 27, 2021 Filed Sep 29, 2021 01:11 UTC | Brilliant Earth Group, Inc. BRLT · Entity 6567 | Disposition to issuerClass B Common Stock | 62 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-038115 · doc4.xml · nonDerivative · entry 2 Harris Jennifer Noel · CIK 0001597649 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,237 F1 · kind: Reflects the cancellation for no consideration of Class B Common Stock in connection with the redemption of the Common Units for cash. Read SEC document |
| September 27, 2021 Filed Sep 29, 2021 01:11 UTC | Brilliant Earth Group, Inc. BRLT · Entity 6567 | PurchaseClass A Common Stock | 5,000 | $12.00 | $60,000.00 |
DisclosureSEC source: 0000899243-21-038115 · doc4.xml · nonDerivative · entry 1 Harris Jennifer Noel · CIK 0001597649 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Read SEC document |
| September 10, 2020 Filed Sep 14, 2020 20:52 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 13,860 | $0.00 Strike: $20.19 | $0.00 |
DisclosureSEC source: 0001410384-20-000148 · wf-form4_160011672210092.xml · derivative · entry 5 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,761 Underlying: Common Stock · 13,860 shares Expires 2022-02-20 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. F4 · derivative.exercise_date: This option grant vested as to 1/4 of the total option grant on February 20, 2016, and thereafter as to 1/48 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| September 10, 2020 Filed Sep 14, 2020 20:52 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 1,140 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-20-000148 · wf-form4_160011672210092.xml · derivative · entry 4 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,140 shares Expires 2021-01-24 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. F3 · derivative.exercise_date: This option grant vested as to 1/4 of the total option grant on January 24, 2015, and thereafter as to 1/48 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| September 10, 2020 Filed Sep 14, 2020 20:52 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 15,000 | $90.06 | $1,350,900.00 |
DisclosureSEC source: 0001410384-20-000148 · wf-form4_160011672210092.xml · nonDerivative · entry 3 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,219.16 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87.48to $92.16 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 10, 2020 Filed Sep 14, 2020 20:52 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 13,860 | $20.19 | $279,833.40 |
DisclosureSEC source: 0001410384-20-000148 · wf-form4_160011672210092.xml · nonDerivative · entry 2 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,219.16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 10, 2020 Filed Sep 14, 2020 20:52 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 1,140 | $8.35 | $9,519.00 |
DisclosureSEC source: 0001410384-20-000148 · wf-form4_160011672210092.xml · nonDerivative · entry 1 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,359.16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 10, 2020 Filed Jun 11, 2020 21:00 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-20-000090 · wf-form4_159190919371693.xml · derivative · entry 3 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,140 Underlying: Common Stock · 15,000 shares Expires 2021-01-24 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. F3 · derivative.exercise_date: This option grant vested as to 1/4 of the total option grant on January 24, 2015, and thereafter as to 1/48 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| June 10, 2020 Filed Jun 11, 2020 21:00 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 82.84 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-20-000090 · wf-form4_159190919371693.xml · nonDerivative · entry 2 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,219.16 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F2 · shares: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.19 to $84.15 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 10, 2020 Filed Jun 11, 2020 21:00 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 15,000 | $8.35 | $125,250.00 |
DisclosureSEC source: 0001410384-20-000090 · wf-form4_159190919371693.xml · nonDerivative · entry 1 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,302 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 13, 2020 Filed Mar 17, 2020 20:38 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 9,284 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-20-000055 · wf-form4_158447751726676.xml · nonDerivative · entry 2 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,302 F2 · shares: Shares of stock acquired represent shares underlying Restricted Stock Units. The Restricted Stock Units vest annually in four equal installments beginning March 3, 2021. Read SEC document |
| March 13, 2020 Filed Mar 17, 2020 20:38 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 9,284 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-20-000055 · wf-form4_158447751726676.xml · nonDerivative · entry 1 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,018 F1 · shares: Represents a grant of performance-based restricted stock units ("Units") under the 2014 Equity Incentive Plan. The target number of Units is presented in the table ("Target Amount"). Subject to continued employment, one-third (1/3) of the Target Amount is scheduled to vest annually ("Scheduled Amount"), on or about March 6th of each of 2021, 2022 and 2023. In each of the first two years the number of Units that actually vests will be 0% to 100% of the Scheduled Amount, and in the third year the number of Units that actually will vest will be 0% to 200% of the Target Amount, less the amount of any vesting in the first two years, in each case depending upon the performance of Q2 Holdings, Inc.'s common stock price as compared to the Russell 2000 Index, as more specifically set forth in the grant agreement. The maximum number of Units that may vest over three years is 200% of the Target Amount. Vested Units will be paid in an equal number of shares of Q2 Holdings, Inc. common stock. Read SEC document |
| March 10, 2020 Filed Mar 13, 2020 01:05 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 14,025 | $66.76 | $936,309.00 |
DisclosureSEC source: 0001410384-20-000051 · wf-form4_158406150319216.xml · nonDerivative · entry 1 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,734 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F2 · shares: Includes shares sold to cover tax withholding obligations triggered upon lapse of restricted stock units. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.24 to $68.63 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 04, 2020 Filed Mar 6, 2020 21:27 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 10,519 | $74.00 | $778,406.00 |
DisclosureSEC source: 0001410384-20-000043 · wf-form4_158353004430129.xml · nonDerivative · entry 1 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,759 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F2 · shares: Includes shares sold to cover tax withholding obligations triggered upon lapse of restricted stock units. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.905 to $77.25 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 21, 2020 Filed Feb 24, 2020 22:47 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 5,312 | $85.91 | $456,353.92 |
DisclosureSEC source: 0001410384-20-000030 · wf-form4_158258442056459.xml · nonDerivative · entry 1 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,278 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F2 · shares: Includes shares sold to cover tax withholding obligations triggered upon lapse of restricted stock units. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $83.67 to $88.73 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 18, 2020 Filed Feb 20, 2020 23:26 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 7,275 | $87.01 | $632,997.75 |
DisclosureSEC source: 0001410384-20-000020 · wf-form4_158224118429234.xml · nonDerivative · entry 1 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,590 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F2 · shares: Includes shares sold to cover tax withholding obligations triggered upon lapse of restricted stock units. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $86.43 to $87.74 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| December 10, 2019 Filed Dec 11, 2019 22:56 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-19-000145 · wf-form4_157610494501877.xml · derivative · entry 3 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,140 Underlying: Common Stock · 15,000 shares Expires 2021-01-24 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. F3 · derivative.exercise_date: This option grant vested as to 1/4 of the total option grant on January 24, 2015, and thereafter as to 1/48 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| December 10, 2019 Filed Dec 11, 2019 22:56 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 15,000 | $79.41 | $1,191,150.00 |
DisclosureSEC source: 0001410384-19-000145 · wf-form4_157610494501877.xml · nonDerivative · entry 2 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,865 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $78.86 to $80.90 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| December 10, 2019 Filed Dec 11, 2019 22:56 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 15,000 | $8.35 | $125,250.00 |
DisclosureSEC source: 0001410384-19-000145 · wf-form4_157610494501877.xml · nonDerivative · entry 1 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,865 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 10, 2019 Filed Sep 11, 2019 22:11 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-19-000118 · wf-form4_156823989349436.xml · derivative · entry 3 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,140 Underlying: Common Stock · 15,000 shares Expires 2021-01-24 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. F3 · derivative.exercise_date: This option grant vested as to 1/4 of the total option grant on January 24, 2015, and thereafter as to 1/48 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| September 10, 2019 Filed Sep 11, 2019 22:11 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 15,000 | $80.92 | $1,213,800.00 |
DisclosureSEC source: 0001410384-19-000118 · wf-form4_156823989349436.xml · nonDerivative · entry 2 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,865 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $79.58 to $84.01 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 10, 2019 Filed Sep 11, 2019 22:11 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 15,000 | $8.35 | $125,250.00 |
DisclosureSEC source: 0001410384-19-000118 · wf-form4_156823989349436.xml · nonDerivative · entry 1 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,865 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 10, 2019 Filed Jun 12, 2019 20:26 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-19-000089 · wf-form4_156037117208765.xml · derivative · entry 3 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,140 Underlying: Common Stock · 15,000 shares Expires 2021-01-24 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. F3 · derivative.exercise_date: This option grant vested as to 1/4 of the total option grant on January 24, 2015, and thereafter as to 1/48 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| June 10, 2019 Filed Jun 12, 2019 20:26 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 15,000 | $70.22 | $1,053,300.00 |
DisclosureSEC source: 0001410384-19-000089 · wf-form4_156037117208765.xml · nonDerivative · entry 2 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,865 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.245 to $71.05 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 10, 2019 Filed Jun 12, 2019 20:26 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 15,000 | $8.35 | $125,250.00 |
DisclosureSEC source: 0001410384-19-000089 · wf-form4_156037117208765.xml · nonDerivative · entry 1 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,865 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 13, 2019 Filed Mar 14, 2019 21:55 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 2,833 | $0.00 Strike: $19.26 | $0.00 |
DisclosureSEC source: 0001410384-19-000052 · wf-form4_155260049571369.xml · derivative · entry 6 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,567 Underlying: Common Stock · 2,833 shares Expires 2023-02-16 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. F5 · derivative.exercise_date: This option grant vested as to 1/4 of the total option grant on February 16, 2017, and thereafter as to 1/48 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| March 13, 2019 Filed Mar 14, 2019 21:55 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 5,379 | $0.00 Strike: $20.19 | $0.00 |
DisclosureSEC source: 0001410384-19-000052 · wf-form4_155260049571369.xml · derivative · entry 5 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,621 Underlying: Common Stock · 5,379 shares Expires 2022-02-20 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. F4 · derivative.exercise_date: This option grant vested as to 1/4 of the total option grant on February 20, 2016, and thereafter as to 1/48 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| March 13, 2019 Filed Mar 14, 2019 21:55 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Tax withholdingCommon Stock | 2,392 | $68.24 | $163,230.08 |
DisclosureSEC source: 0001410384-19-000052 · wf-form4_155260049571369.xml · nonDerivative · entry 4 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,865 Read SEC document |
| March 13, 2019 Filed Mar 14, 2019 21:55 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 2,833 | $19.26 | $54,563.58 |
DisclosureSEC source: 0001410384-19-000052 · wf-form4_155260049571369.xml · nonDerivative · entry 3 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,257 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 13, 2019 Filed Mar 14, 2019 21:55 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 5,379 | $20.19 | $108,602.01 |
DisclosureSEC source: 0001410384-19-000052 · wf-form4_155260049571369.xml · nonDerivative · entry 2 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,424 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 12, 2019 Filed Mar 14, 2019 21:55 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 7,898 | $68.82 | $543,540.36 |
DisclosureSEC source: 0001410384-19-000052 · wf-form4_155260049571369.xml · nonDerivative · entry 1 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,045 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F2 · shares: Includes shares sold to cover tax withholding obligations triggered upon lapse of restricted stock units. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.03 to $69.54 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 06, 2019 Filed Mar 8, 2019 22:27 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 18,381 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-19-000041 · wf-form4_155208401637384.xml · nonDerivative · entry 2 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,943 F2 · shares: Shares of stock acquired represent shares underlying Restricted Stock Units. The Restricted Stock Units vest annually in four equal installments beginning March 3, 2020. Read SEC document |
| March 06, 2019 Filed Mar 8, 2019 22:27 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 18,381 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-19-000041 · wf-form4_155208401637384.xml · nonDerivative · entry 1 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,562 F1 · shares: Represents a grant of performance-based restricted stock units ("Units") under the 2014 Equity Incentive Plan. The target number of Units is presented in the table ("Target Amount"). Subject to continued employment, one-third (1/3) of the Target Amount is scheduled to vest annually ("Scheduled Amount"), on or about March 6th of each of 2020, 2021 and 2022. In each of the first two years the number of Units that actually vests will be 0% to 100% of the Scheduled Amount, and in the third year the number of Units that actually will vest will be 0% to 200% of the Target Amount, less the amount of any vesting in the first two years, in each case depending upon the performance of Q2 Holdings, Inc.'s common stock price as compared to the Russell 2000 Index, as more specifically set forth in the grant agreement. The maximum number of Units that may vest over three years is 200% of the Target Amount. Vested Units will be paid in an equal number of shares of Q2 Holdings, Inc. common stock. Read SEC document |
| March 04, 2019 Filed Mar 6, 2019 22:30 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 5,923 | $68.04 | $403,000.92 |
DisclosureSEC source: 0001410384-19-000035 · wf-form4_155191138852408.xml · nonDerivative · entry 1 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,181 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F2 · shares: Includes shares sold to cover tax withholding obligations triggered upon lapse of restricted stock units. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.52 to $70.59 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 25, 2019 Filed Feb 28, 2019 00:07 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-19-000025 · wf-form4_155131244232578.xml · derivative · entry 3 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,140 Underlying: Common Stock · 20,000 shares Expires 2021-01-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: This option grant vested as to 1/4 of the total option grant on January 24, 2015, and thereafter as to 1/48 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| February 25, 2019 Filed Feb 28, 2019 00:07 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 20,000 | $68.00 | $1,360,000.00 |
DisclosureSEC source: 0001410384-19-000025 · wf-form4_155131244232578.xml · nonDerivative · entry 2 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,104 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. Read SEC document |
| February 25, 2019 Filed Feb 28, 2019 00:07 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 20,000 | $8.35 | $167,000.00 |
DisclosureSEC source: 0001410384-19-000025 · wf-form4_155131244232578.xml · nonDerivative · entry 1 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,104 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 21, 2019 Filed Feb 21, 2019 22:42 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 11,063 | $65.31 | $722,524.53 |
DisclosureSEC source: 0001410384-19-000020 · wf-form4_155078891282580.xml · nonDerivative · entry 2 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,104 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F2 · shares: Includes shares sold to cover tax withholding obligations triggered upon lapse of restricted stock units. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $64.45 to $65.84 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 22:42 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 7,275 | $64.99 | $472,802.25 |
DisclosureSEC source: 0001410384-19-000020 · wf-form4_155078891282580.xml · nonDerivative · entry 1 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,167 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F2 · shares: Includes shares sold to cover tax withholding obligations triggered upon lapse of restricted stock units. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $64.60 to $65.30 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 22:56 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 20,000 | $52.31 | $1,046,200.00 |
DisclosureSEC source: 0001410384-18-000117 · wf-form4_154413696519144.xml · nonDerivative · entry 1 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,442 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.14 to $54.81 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 10, 2018 Filed Aug 14, 2018 21:54 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 12,184 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-18-000085 · wf-form4_153428362651867.xml · derivative · entry 3 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,140 Underlying: Common Stock · 12,184 shares Expires 2021-01-24 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_date: This option grant vested as to 1/4 of the total option grant on January 24, 2015, and thereafter as to 1/48 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| August 10, 2018 Filed Aug 14, 2018 21:54 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Tax withholdingCommon Stock | 1,682 | $60.50 | $101,761.00 |
DisclosureSEC source: 0001410384-18-000085 · wf-form4_153428362651867.xml · nonDerivative · entry 2 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,442 Read SEC document |
| August 10, 2018 Filed Aug 14, 2018 21:54 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 12,184 | $8.35 | $101,736.40 |
DisclosureSEC source: 0001410384-18-000085 · wf-form4_153428362651867.xml · nonDerivative · entry 1 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,124 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 01, 2018 Filed Jun 5, 2018 22:16 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-18-000066 · wf-form4_152823695626686.xml · derivative · entry 3 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,324 Underlying: Common Stock · 20,000 shares Expires 2021-01-24 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. F3 · derivative.exercise_date: This option grant vested as to 1/4 of the total option grant on January 24, 2015, and thereafter as to 1/48 of the total option grant monthly. The option grant becomes exercisable as it vests. 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.