Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| 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.
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 | 49,836 |
Reported balance
After 2026-06-18 transaction · row 1
1 source rowRow 1 · 2026-06-18 · Grant · Acquired 12,911 · Balance 49,836 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. |
| Common StockSEC Table I · non-derivative | IndirectBy William J. Ruh Trust, U/T/A | 200,801 |
Reported balance
Holding disclosure · report date 2026-06-18 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 200,801 F2: These Shares are held directly by the William J. Ruh Trust, U/T/A, for which the reporting person is sole trustee. |
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.
F2: These Shares are held directly by the William J. Ruh Trust, U/T/A, for which the reporting person is sole trustee.
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 10,000 · 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. |
| Common StockSEC Table I · non-derivative | IndirectBy William J. Ruh Trust, U/T/A | 0 |
Reported balance
After 2022-01-07 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2022-01-07 · Disposition to issuer · Disposed 266,201 · 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. 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. F4: These Shares are held directly by the William J. Ruh Trust, U/T/A, for which the reporting person is sole trustee. |
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: These Shares are held directly by the William J. Ruh Trust, U/T/A, for which the reporting person is sole trustee.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 18, 2026 Filed Jun 23, 2026 20:04 UTC | nCino, Inc. NCNO · Entity 4391 | GrantCommon Stock | 12,911 | $0.00 | $0.00 |
DisclosureSEC source: 0001902733-26-000078 · wk-form4_1782245059.xml · nonDerivative · entry 1 RUH WILLIAM J · CIK 0001254596 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,836 F1 · shares: Represents restricted stock units ("RSUs") that vest in full on the earlier of June 18, 2027 and the date of the next annual meeting of the Issuer's stockholders, subject to the reporting person's continued service through the applicable vesting date. These RSUs vest fully upon a change in control of the Issuer. Read SEC document |
| April 14, 2026 Filed Apr 16, 2026 21:21 UTC | nCino, Inc. NCNO · Entity 4391 | GiftCommon Stock | 3,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001902733-26-000042 · wk-form4_1776374477.xml · nonDerivative · entry 1 RUH WILLIAM J · CIK 0001254596 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By William J. Ruh Trust, U/T/A Disclosed balance after: 200,801 F1 · ownership.direct: These Shares are held directly by the William J. Ruh Trust, U/T/A, for which the reporting person is sole trustee. F1 · ownership.nature: These Shares are held directly by the William J. Ruh Trust, U/T/A, for which the reporting person is sole trustee. Read SEC document |
| June 18, 2025 Filed Jun 23, 2025 20:09 UTC | nCino, Inc. NCNO · Entity 4391 | GrantCommon Stock | 7,385 | $0.00 | $0.00 |
DisclosureSEC source: 0001902733-25-000085 · wk-form4_1750709384.xml · nonDerivative · entry 1 RUH WILLIAM J · CIK 0001254596 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,925 F1 · shares: Represents restricted stock units ("RSUs") that vest in full on the earlier of June 18, 2026 and the date of the next annual meeting of the Issuer's stockholders, subject to the reporting person's continued service through the applicable vesting date. These RSUs vest fully upon a change in control of the Issuer. Read SEC document |
| April 14, 2025 Filed Apr 16, 2025 20:05 UTC | nCino, Inc. NCNO · Entity 4391 | GiftCommon Stock | 2,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001902733-25-000051 · wk-form4_1744833934.xml · nonDerivative · entry 1 RUH WILLIAM J · CIK 0001254596 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By William J. Ruh Trust, U/T/A Disclosed balance after: 204,001 F1 · ownership.direct: These Shares are held directly by the William J. Ruh Trust, U/T/A, for which the reporting person is sole trustee. F1 · ownership.nature: These Shares are held directly by the William J. Ruh Trust, U/T/A, for which the reporting person is sole trustee. Read SEC document |
| November 06, 2024 Filed Nov 8, 2024 21:49 UTC | nCino, Inc. NCNO · Entity 4391 | SaleCommon Stock | 20,000 | $40.00 | $800,000.00 |
DisclosureSEC source: 0001902733-24-000181 · wk-form4_1731102560.xml · nonDerivative · entry 1 RUH WILLIAM J · CIK 0001254596 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By William J. Ruh Trust, U/T/A Disclosed balance after: 206,201 F1 · shares: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 16, 2024. F2 · ownership.direct: These Shares are held directly by the William J. Ruh Trust, U/T/A, for which the reporting person is sole trustee. F2 · ownership.nature: These Shares are held directly by the William J. Ruh Trust, U/T/A, for which the reporting person is sole trustee. Read SEC document |
| October 21, 2024 Filed Oct 23, 2024 20:17 UTC | nCino, Inc. NCNO · Entity 4391 | SaleCommon Stock | 10,000 | $37.50 | $375,000.00 |
DisclosureSEC source: 0001902733-24-000167 · wk-form4_1729714629.xml · nonDerivative · entry 1 RUH WILLIAM J · CIK 0001254596 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By William J. Ruh Trust, U/T/A Disclosed balance after: 226,201 F1 · shares: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 16, 2024. F2 · ownership.direct: These Shares are held directly by the William J. Ruh Trust, U/T/A, for which the reporting person is sole trustee. F2 · ownership.nature: These Shares are held directly by the William J. Ruh Trust, U/T/A, for which the reporting person is sole trustee. Read SEC document |
| August 23, 2024 Filed Aug 26, 2024 20:42 UTC | nCino, Inc. NCNO · Entity 4391 | SaleCommon Stock | 10,000 | $35.00 | $350,000.00 |
DisclosureSEC source: 0001902733-24-000145 · wk-form4_1724704953.xml · nonDerivative · entry 1 RUH WILLIAM J · CIK 0001254596 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By William J. Ruh Trust, U/T/A Disclosed balance after: 236,201 F1 · shares: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 16, 2024. F2 · ownership.direct: These Shares are held directly by the William J. Ruh Trust, U/T/A, for which the reporting person is sole trustee. F2 · ownership.nature: These Shares are held directly by the William J. Ruh Trust, U/T/A, for which the reporting person is sole trustee. Read SEC document |
| June 20, 2024 Filed Jun 24, 2024 20:07 UTC | nCino, Inc. NCNO · Entity 4391 | GrantCommon Stock | 5,874 | $0.00 | $0.00 |
DisclosureSEC source: 0001902733-24-000136 · wk-form4_1719259665.xml · nonDerivative · entry 1 RUH WILLIAM J · CIK 0001254596 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,540 F1 · shares: Represents restricted stock units ("RSUs") that vest in full on the earlier of June 20, 2025 and the date of the next annual meeting of the Issuer's stockholders, subject to the reporting person's continued service through the applicable vesting date. These RSUs vest fully upon a change in control of the Issuer. Read SEC document |
| April 09, 2024 Filed Apr 11, 2024 20:02 UTC | nCino, Inc. NCNO · Entity 4391 | SaleCommon Stock | 5,000 | $35.16 | $175,784.00 |
DisclosureSEC source: 0001902733-24-000093 · wk-form4_1712865743.xml · nonDerivative · entry 1 RUH WILLIAM J · CIK 0001254596 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By William J. Ruh Trust, U/T/A Disclosed balance after: 246,201 F1 · price: The price reported in Column 4 is a weighted average price. The shares of common stock of the Issuer ("Shares") were sold in multiple transactions at prices ranging from $35.08 to $35.21, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, 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 footnote 1. F2 · ownership.direct: These Shares are held directly by the William J. Ruh Trust, U/T/A, for which the reporting person is sole trustee. F2 · ownership.nature: These Shares are held directly by the William J. Ruh Trust, U/T/A, for which the reporting person is sole trustee. Read SEC document |
| April 08, 2024 Filed Apr 9, 2024 21:40 UTC | nCino, Inc. NCNO · Entity 4391 | SaleCommon Stock | 5,000 | $34.51 | $172,545.00 |
DisclosureSEC source: 0001902733-24-000080 · wk-form4_1712698809.xml · nonDerivative · entry 2 RUH WILLIAM J · CIK 0001254596 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By William J. Ruh Trust, U/T/A Disclosed balance after: 251,201 F3 · price: The price reported in Column 4 is a weighted average price. The shares of common stock of the Issuer ("Shares") were sold in multiple transactions at prices ranging from $34.50 to $34.54, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, 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 footnote 3. F2 · ownership.direct: These Shares are held directly by the William J. Ruh Trust, U/T/A, for which the reporting person is sole trustee. F2 · ownership.nature: These Shares are held directly by the William J. Ruh Trust, U/T/A, for which the reporting person is sole trustee. Read SEC document |
| April 05, 2024 Filed Apr 9, 2024 21:40 UTC | nCino, Inc. NCNO · Entity 4391 | SaleCommon Stock | 10,000 | $34.43 | $344,284.00 |
DisclosureSEC source: 0001902733-24-000080 · wk-form4_1712698809.xml · nonDerivative · entry 1 RUH WILLIAM J · CIK 0001254596 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By William J. Ruh Trust, U/T/A Disclosed balance after: 256,201 F1 · price: The price reported in Column 4 is a weighted average price. The shares of common stock of the Issuer ("Shares") were sold in multiple transactions at prices ranging from $34.30 to $34.575, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, 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 footnote 1. F2 · ownership.direct: These Shares are held directly by the William J. Ruh Trust, U/T/A, for which the reporting person is sole trustee. F2 · ownership.nature: These Shares are held directly by the William J. Ruh Trust, U/T/A, for which the reporting person is sole trustee. Read SEC document |
| June 22, 2023 Filed Jun 26, 2023 20:17 UTC | nCino, Inc. NCNO · Entity 4391 | GrantCommon Stock | 5,770 | $0.00 | $0.00 |
DisclosureSEC source: 0001902733-23-000036 · wk-form4_1687810623.xml · nonDerivative · entry 1 RUH WILLIAM J · CIK 0001254596 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,666 F1 · shares: Represents restricted stock units ("RSUs") that vest in full on the earlier of June 22, 2024 and the date of the next annual meeting of the Issuer's stockholders, subject to the reporting person's continued service through the applicable vesting date. These RSUs vest fully upon a change in control of the Issuer. Read SEC document |
| June 23, 2022 Filed Jun 27, 2022 22:27 UTC | nCino, Inc. NCNO · Entity 4391 | GrantCommon Stock | 5,208 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-22-024188 · form4.xml · nonDerivative · entry 1 RUH WILLIAM J · CIK 0001254596 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,896 F1 · shares: Represents restricted stock units (''RSUs'') that vest in full on the earlier of June 23, 2023 and the date of the next annual meeting of the Issuer's stockholders, subject to the reporting person's continued service through the applicable vesting date. These RSUs fully vest upon a change in control of the Issuer. F3 · balance_after: The amount of securities beneficially owned directly by the reporting person shown here has been adjusted to correct the inadvertent aggregation with the amount of securities beneficially owned indirectly by the reporting person, as reported in the Form 4 filed by the reporting person on January 11, 2022. Read SEC document |
| January 07, 2022 Filed Jan 11, 2022 21:26 UTC | nCino, Inc. NCNO · Entity 4391 | GrantCommon Stock | 2,688 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-22-001363 · form4.xml · nonDerivative · entry 3 RUH WILLIAM J · CIK 0001254596 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 278,889 F1 · price: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among nCino, Inc., a Delaware corporation ("old nCino"), Penny HoldCo, Inc., a Delaware corporation and, at the time, a wholly owned subsidiary of old nCino (the "Issuer"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) old nCino merged with a merger sub and survived such merger as a wholly owned subsidiary of the Issuer (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of the Issuer; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of the Issuer (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers"). F2 · price: Upon completion of the Mergers, the Issuer changed its name to nCino, Inc. F4 · price: Pursuant to the Merger Agreement, at the Effective Time, each restricted stock unit granted by Old nCino ("Old nCino RSU") converted automatically into a restricted stock unit of the Issuer on substantially the same terms and conditions (including vesting and delivery schedule) as applied to such Old nCino RSU immediately prior to the Effective Time. Read SEC document |
| January 07, 2022 Filed Jan 11, 2022 21:26 UTC | nCino, Inc. NCNO · Entity 4391 | GrantCommon Stock | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-22-001363 · form4.xml · nonDerivative · entry 2 RUH WILLIAM J · CIK 0001254596 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 276,201 F1 · price: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among nCino, Inc., a Delaware corporation ("old nCino"), Penny HoldCo, Inc., a Delaware corporation and, at the time, a wholly owned subsidiary of old nCino (the "Issuer"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) old nCino merged with a merger sub and survived such merger as a wholly owned subsidiary of the Issuer (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of the Issuer; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of the Issuer (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers"). F2 · price: Upon completion of the Mergers, the Issuer changed its name to nCino, Inc. F3 · price: Pursuant to the Merger Agreement, at the effective time of the nCino Merger (the "Effective Time"), each share of old nCino common stock, par value $0.0005 per share, ("Old nCino Shares") converted automatically into one share of common stock, par value $0.0005 per share, of the Issuer ("Shares"). As of January 7, 2022, the closing market price of the old nCino Shares was $50.82. Read SEC document |
| January 07, 2022 Filed Jan 11, 2022 21:26 UTC | nCino, Inc. NCNO · Entity 4391 | GrantCommon Stock | 266,201 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-22-001363 · form4.xml · nonDerivative · entry 1 RUH WILLIAM J · CIK 0001254596 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By William J. Ruh Trust, U/T/A Disclosed balance after: 266,201 F1 · price: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among nCino, Inc., a Delaware corporation ("old nCino"), Penny HoldCo, Inc., a Delaware corporation and, at the time, a wholly owned subsidiary of old nCino (the "Issuer"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) old nCino merged with a merger sub and survived such merger as a wholly owned subsidiary of the Issuer (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of the Issuer; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of the Issuer (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers"). F2 · price: Upon completion of the Mergers, the Issuer changed its name to nCino, Inc. F3 · price: Pursuant to the Merger Agreement, at the effective time of the nCino Merger (the "Effective Time"), each share of old nCino common stock, par value $0.0005 per share, ("Old nCino Shares") converted automatically into one share of common stock, par value $0.0005 per share, of the Issuer ("Shares"). As of January 7, 2022, the closing market price of the old nCino Shares was $50.82. F5 · ownership.direct: These Shares are held directly by the William J. Ruh Trust, U/T/A, for which the reporting person is sole trustee. F5 · ownership.nature: These Shares are held directly by the William J. Ruh Trust, U/T/A, for which the reporting person is sole trustee. Read SEC document |
| January 07, 2022 Filed Jan 11, 2022 21:17 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Disposition to issuerCommon Stock | 266,201 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-22-001336 · form4.xml · nonDerivative · entry 3 RUH WILLIAM J · CIK 0001254596 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By William J. Ruh Trust, U/T/A Disclosed balance after: 0 F1 · price: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among the Issuer, Penny HoldCo, Inc., a Delaware corporation and a wholly owned subsidiary of the Issuer ("Parent"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) the Issuer merged with a merger sub and survived such merger as a wholly owned subsidiary of Parent (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of Parent; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of Parent (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers"). Upon completion of the Mergers, Parent changed its name to nCino, Inc. F2 · price: Pursuant to the Merger Agreement, at the effective time of the nCino Merger (the "Effective Time"), these shares of the Issuer's common stock, par value $0.0005 per share, ("Shares") converted automatically into an equivalent number of shares of common stock, par value $0.0005 per share, of Parent ("Parent Shares"). As of January 7, 2022, the closing market price of the Shares was $50.82. F4 · ownership.direct: These Shares are held directly by the William J. Ruh Trust, U/T/A, for which the reporting person is sole trustee. F4 · ownership.nature: These Shares are held directly by the William J. Ruh Trust, U/T/A, for which the reporting person is sole trustee. Read SEC document |
| January 07, 2022 Filed Jan 11, 2022 21:17 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Disposition to issuerCommon Stock | 2,688 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-22-001336 · form4.xml · nonDerivative · entry 2 RUH WILLIAM J · CIK 0001254596 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among the Issuer, Penny HoldCo, Inc., a Delaware corporation and a wholly owned subsidiary of the Issuer ("Parent"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) the Issuer merged with a merger sub and survived such merger as a wholly owned subsidiary of Parent (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of Parent; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of Parent (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers"). Upon completion of the Mergers, Parent changed its name to nCino, Inc. F3 · price: Pursuant to the Merger Agreement, at the Effective Time, these restricted stock units ("RSUs") converted automatically into an award of an equivalent number of Parent restricted stock units on substantially the same terms and conditions (including vesting and delivery schedule) as applied to such RSU immediately prior to the Effective Time. Read SEC document |
| January 07, 2022 Filed Jan 11, 2022 21:17 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Disposition to issuerCommon Stock | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-22-001336 · form4.xml · nonDerivative · entry 1 RUH WILLIAM J · CIK 0001254596 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,688 F1 · price: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among the Issuer, Penny HoldCo, Inc., a Delaware corporation and a wholly owned subsidiary of the Issuer ("Parent"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) the Issuer merged with a merger sub and survived such merger as a wholly owned subsidiary of Parent (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of Parent; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of Parent (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers"). Upon completion of the Mergers, Parent changed its name to nCino, Inc. F2 · price: Pursuant to the Merger Agreement, at the effective time of the nCino Merger (the "Effective Time"), these shares of the Issuer's common stock, par value $0.0005 per share, ("Shares") converted automatically into an equivalent number of shares of common stock, par value $0.0005 per share, of Parent ("Parent Shares"). As of January 7, 2022, the closing market price of the Shares was $50.82. Read SEC document |
| September 16, 2021 Filed Sep 20, 2021 21:17 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | SaleCommon Stock | 20,000 | $77.50 | $1,550,000.00 |
DisclosureSEC source: 0001567619-21-017365 · doc1.xml · nonDerivative · entry 1 RUH WILLIAM J · CIK 0001254596 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By William J. Ruh Trust, U/T/A Disclosed balance after: 266,201 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F2 · ownership.direct: These shares of common stock of the Issuer ("Shares") are held directly by the William J. Ruh Trust, U/T/A, for which the reporting person is sole trustee. F2 · ownership.nature: These shares of common stock of the Issuer ("Shares") are held directly by the William J. Ruh Trust, U/T/A, for which the reporting person is sole trustee. Read SEC document |
| September 07, 2021 Filed Sep 9, 2021 21:30 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | SaleCommon Stock | 2,043 | $75.83 | $154,925.18 |
DisclosureSEC source: 0001567619-21-016922 · doc1.xml · nonDerivative · entry 3 RUH WILLIAM J · CIK 0001254596 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By William J. Ruh Trust, U/T/A Disclosed balance after: 286,201 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F5 · price: The price reported in Column 4 is a weighted average price. The Shares were sold in multiple transactions at prices ranging from $75.57 to $76.22, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, 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 footnote (5). F2 · ownership.direct: These shares of common stock of the Issuer ("Shares") are held directly by the William J. Ruh Trust, U/T/A, for which the reporting person is sole trustee. F2 · ownership.nature: These shares of common stock of the Issuer ("Shares") are held directly by the William J. Ruh Trust, U/T/A, for which the reporting person is sole trustee. Read SEC document |
| September 07, 2021 Filed Sep 9, 2021 21:30 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | SaleCommon Stock | 41,742 | $75.01 | $3,131,242.74 |
DisclosureSEC source: 0001567619-21-016922 · doc1.xml · nonDerivative · entry 2 RUH WILLIAM J · CIK 0001254596 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By William J. Ruh Trust, U/T/A Disclosed balance after: 288,244 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F4 · price: The price reported in Column 4 is a weighted average price. The Shares were sold in multiple transactions at prices ranging from $74.565 to $75.56, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, 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 footnote (4). F2 · ownership.direct: These shares of common stock of the Issuer ("Shares") are held directly by the William J. Ruh Trust, U/T/A, for which the reporting person is sole trustee. F2 · ownership.nature: These shares of common stock of the Issuer ("Shares") are held directly by the William J. Ruh Trust, U/T/A, for which the reporting person is sole trustee. Read SEC document |
| September 07, 2021 Filed Sep 9, 2021 21:30 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | SaleCommon Stock | 11,215 | $74.24 | $832,588.14 |
DisclosureSEC source: 0001567619-21-016922 · doc1.xml · nonDerivative · entry 1 RUH WILLIAM J · CIK 0001254596 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By William J. Ruh Trust, U/T/A Disclosed balance after: 329,986 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F3 · price: The price reported in Column 4 is a weighted average price. The Shares were sold in multiple transactions at prices ranging from $73.56 to $74.51, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, 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 footnote (3). F2 · ownership.direct: These shares of common stock of the Issuer ("Shares") are held directly by the William J. Ruh Trust, U/T/A, for which the reporting person is sole trustee. F2 · ownership.nature: These shares of common stock of the Issuer ("Shares") are held directly by the William J. Ruh Trust, U/T/A, for which the reporting person is sole trustee. Read SEC document |
| July 15, 2021 Filed Jul 19, 2021 21:00 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | GrantCommon Stock | 2,688 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-024777 · form4.xml · nonDerivative · entry 1 RUH WILLIAM J · CIK 0001254596 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,688 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 18, 2021 Filed Jun 22, 2021 21:01 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | SaleCommon Stock | 10,000 | $65.02 | $650,150.00 |
DisclosureSEC source: 0001567619-21-012480 · doc1.xml · nonDerivative · entry 2 RUH WILLIAM J · CIK 0001254596 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By William J. Ruh Trust, U/T/A Disclosed balance after: 341,201 F3 · price: The price reported in Column 4 is a weighted average price. The Shares were sold in multiple transactions at prices ranging from $65.00 to $65.23, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, 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 footnote (3). F1 · ownership.direct: These shares of common stock of the Issuer ("Shares") are held directly by the William J. Ruh Trust, U/T/A, for which the reporting person is sole trustee. F1 · ownership.nature: These shares of common stock of the Issuer ("Shares") are held directly by the William J. Ruh Trust, U/T/A, for which the reporting person is sole trustee. Read SEC document |
| June 17, 2021 Filed Jun 22, 2021 21:01 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | SaleCommon Stock | 5,000 | $63.03 | $315,167.50 |
DisclosureSEC source: 0001567619-21-012480 · doc1.xml · nonDerivative · entry 1 RUH WILLIAM J · CIK 0001254596 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By William J. Ruh Trust, U/T/A Disclosed balance after: 351,201 F2 · price: The price reported in Column 4 is a weighted average price. The Shares were sold in multiple transactions at prices ranging from $63.00 to $63.18, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, 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 footnote (2). F1 · ownership.direct: These shares of common stock of the Issuer ("Shares") are held directly by the William J. Ruh Trust, U/T/A, for which the reporting person is sole trustee. F1 · ownership.nature: These shares of common stock of the Issuer ("Shares") are held directly by the William J. Ruh Trust, U/T/A, for which the reporting person is sole trustee. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 21:43 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Exercise / conversionRestricted Stock Units · Derivative | 7,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-21-000509 · form4.xml · derivative · entry 3 RUH WILLIAM J · CIK 0001254596 · 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 21:43 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Exercise / conversionCommon Stock | 7,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000905148-21-000509 · form4.xml · nonDerivative · entry 1 RUH WILLIAM J · CIK 0001254596 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 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 |
| January 11, 2021 Filed Jan 16, 2021 02:31 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Exercise / conversionRestricted Stock Units · Derivative | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-001359 · form4.xml · derivative · entry 3 RUH WILLIAM J · CIK 0001254596 · 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 16, 2021 02:31 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Exercise / conversionCommon Stock | 2,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-21-001359 · form4.xml · nonDerivative · entry 1 RUH WILLIAM J · CIK 0001254596 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 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.