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 |
|---|---|---|---|---|---|---|
| June 01, 2018 Filed Jun 5, 2018 22:16 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 20,000 | $56.62 | $1,132,400.00 |
DisclosureSEC source: 0001410384-18-000066 · wf-form4_152823695626686.xml · nonDerivative · entry 2 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,940 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 $56.15 to $57.25 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 |
| June 01, 2018 Filed Jun 5, 2018 22:16 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 20,000 | $8.35 | $167,000.00 |
DisclosureSEC source: 0001410384-18-000066 · wf-form4_152823695626686.xml · nonDerivative · entry 1 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,940 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 08, 2018 Filed Mar 12, 2018 23:32 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 23,695 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-18-000035 · wf-form4_152089751712746.xml · nonDerivative · entry 2 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,940 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, 2019. Read SEC document |
| March 08, 2018 Filed Mar 12, 2018 23:32 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 23,695 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-18-000035 · wf-form4_152089751712746.xml · nonDerivative · entry 1 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,245 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 8th of each of 2019, 2020 and 2021. 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 |
| February 21, 2018 Filed Feb 22, 2018 23:22 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 11,062 | $43.33 | $479,316.46 |
DisclosureSEC source: 0001410384-18-000023 · wf-form4_151934175997773.xml · nonDerivative · entry 2 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,550 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 $42.50 to $44.80 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 20, 2018 Filed Feb 22, 2018 23:22 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 7,275 | $44.61 | $324,537.75 |
DisclosureSEC source: 0001410384-18-000023 · wf-form4_151934175997773.xml · nonDerivative · entry 1 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,612 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 $44.20 to $45.00 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 01, 2017 Filed Dec 1, 2017 23:35 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 24,792 | $0.00 Strike: $7.48 | $0.00 |
DisclosureSEC source: 0001410384-17-000165 · wf-form4_151217133917759.xml · derivative · entry 6 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 24,792 shares Expires 2020-05-08 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. F4 · derivative.exercise_date: This option grant vested as to 1/4 of the total option grant on March 18, 2014, and thereafter as to 1/48 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| December 01, 2017 Filed Dec 1, 2017 23:35 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-17-000165 · wf-form4_151217133917759.xml · derivative · entry 5 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,324 Underlying: Common Stock · 10,000 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 01, 2017 Filed Dec 1, 2017 23:35 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Tax withholdingCommon Stock | 4,480 | $41.40 | $185,472.00 |
DisclosureSEC source: 0001410384-17-000165 · wf-form4_151217133917759.xml · nonDerivative · entry 4 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,887 Read SEC document |
| December 01, 2017 Filed Dec 1, 2017 23:35 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 24,792 | $7.48 | $185,444.16 |
DisclosureSEC source: 0001410384-17-000165 · wf-form4_151217133917759.xml · nonDerivative · entry 3 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,367 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 |
| December 01, 2017 Filed Dec 1, 2017 23:35 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 10,000 | $40.49 | $404,900.00 |
DisclosureSEC source: 0001410384-17-000165 · wf-form4_151217133917759.xml · nonDerivative · entry 2 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,575 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 $40.00 to $42.05 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 |
| December 01, 2017 Filed Dec 1, 2017 23:35 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 10,000 | $8.35 | $83,500.00 |
DisclosureSEC source: 0001410384-17-000165 · wf-form4_151217133917759.xml · nonDerivative · entry 1 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,575 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 |
| July 17, 2017 Filed Jul 19, 2017 21:43 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 20,000 | $8.35 Strike: $8.35 | $167,000.00 |
DisclosureSEC source: 0001410384-17-000108 · wf-form4_150050059481148.xml · derivative · entry 3 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,324 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 |
| July 17, 2017 Filed Jul 19, 2017 21:43 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 20,000 | $38.27 | $765,400.00 |
DisclosureSEC source: 0001410384-17-000108 · wf-form4_150050059481148.xml · nonDerivative · entry 2 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,575 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 $37.90 to $38.60 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 |
| July 17, 2017 Filed Jul 19, 2017 21:43 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 20,000 | $8.35 | $167,000.00 |
DisclosureSEC source: 0001410384-17-000108 · wf-form4_150050059481148.xml · nonDerivative · entry 1 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,575 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 |
| May 22, 2017 Filed May 24, 2017 22:17 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 10,000 | $39.38 | $393,800.00 |
DisclosureSEC source: 0001410384-17-000074 · wf-form4_149566423805516.xml · nonDerivative · entry 1 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,575 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 $39.00 to $39.65 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 |
| April 03, 2017 Filed Apr 5, 2017 22:29 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-17-000050 · wf-form4_149143135528267.xml · derivative · entry 3 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,324 Underlying: Common Stock · 10,000 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 |
| April 03, 2017 Filed Apr 5, 2017 22:29 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 10,000 | $34.99 | $349,900.00 |
DisclosureSEC source: 0001410384-17-000050 · wf-form4_149143135528267.xml · nonDerivative · entry 2 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,575 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 $34.70 to $35.30 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 |
| April 03, 2017 Filed Apr 5, 2017 22:29 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 10,000 | $8.35 | $83,500.00 |
DisclosureSEC source: 0001410384-17-000050 · wf-form4_149143135528267.xml · nonDerivative · entry 1 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,575 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, 2017 Filed Feb 22, 2017 22:50 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantStock Option (right to buy) · Derivative | 53,060 | $0.00 Strike: $35.80 | $0.00 |
DisclosureSEC source: 0001410384-17-000022 · wf-form4_148780383585834.xml · derivative · entry 4 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,060 Underlying: Common Stock · 53,060 shares Expires 2024-02-21 F6 · derivative.expiration_date: This option grant vests as to 1/4 of the total option grant on February 21, 2018, and thereafter as to 1/48 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| February 21, 2017 Filed Feb 22, 2017 22:50 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 21,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-17-000022 · wf-form4_148780383585834.xml · nonDerivative · entry 3 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,575 F5 · shares: Shares of stock acquired represent shares underlying Restricted Stock Units. The Restricted Stock Units vest annually in four equal installments beginning February 20, 2018. Read SEC document |
| February 21, 2017 Filed Feb 22, 2017 22:50 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 5,750 | $35.68 | $205,160.00 |
DisclosureSEC source: 0001410384-17-000022 · wf-form4_148780383585834.xml · nonDerivative · entry 2 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,325 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 $35.50 to $36.00 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 17, 2017 Filed Feb 22, 2017 22:50 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 7,275 | $35.73 | $259,935.75 |
DisclosureSEC source: 0001410384-17-000022 · wf-form4_148780383585834.xml · nonDerivative · entry 1 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,075 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 $35.25 to $36.05 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 |
| January 05, 2017 Filed Jan 9, 2017 23:13 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 4,618 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-17-000001 · wf-form4_148400360302696.xml · derivative · entry 5 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,324 Underlying: Common Stock · 4,618 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 |
| January 05, 2017 Filed Jan 9, 2017 23:13 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 5,382 | $0.00 Strike: $7.48 | $0.00 |
DisclosureSEC source: 0001410384-17-000001 · wf-form4_148400360302696.xml · derivative · entry 4 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,792 Underlying: Common Stock · 5,382 shares Expires 2020-05-08 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. F2 · derivative.exercise_date: This option grant vested as to 1/4 of the total option grant on March 18, 2014, and thereafter as to 1/48 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| January 05, 2017 Filed Jan 9, 2017 23:13 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 10,000 | $30.00 | $300,000.00 |
DisclosureSEC source: 0001410384-17-000001 · wf-form4_148400360302696.xml · nonDerivative · entry 3 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,350 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. Read SEC document |
| January 05, 2017 Filed Jan 9, 2017 23:13 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 4,618 | $8.35 | $38,560.30 |
DisclosureSEC source: 0001410384-17-000001 · wf-form4_148400360302696.xml · nonDerivative · entry 2 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,350 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 |
| January 05, 2017 Filed Jan 9, 2017 23:13 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 5,382 | $7.48 | $40,257.36 |
DisclosureSEC source: 0001410384-17-000001 · wf-form4_148400360302696.xml · nonDerivative · entry 1 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,732 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 |
| December 06, 2016 Filed Dec 9, 2016 00:03 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $7.48 | $0.00 |
DisclosureSEC source: 0001410384-16-000359 · wf-form4_148124178492123.xml · derivative · entry 2 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,174 Underlying: Common Stock · 5,000 shares Expires 2020-05-08 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_date: This option grant vested as to 1/4 of the total option grant on March 18, 2014, and thereafter as to 1/48 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| December 06, 2016 Filed Dec 9, 2016 00:03 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 5,000 | $7.48 | $37,400.00 |
DisclosureSEC source: 0001410384-16-000359 · wf-form4_148124178492123.xml · nonDerivative · entry 1 Harris Jennifer Noel · CIK 0001597649 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,350 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.