Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bazaarvoice IncBV · Entity 169747 | Chief Financial Officer | February 01, 2018 | February 05, 2018 |
| CS Disco, Inc.LAW · Entity 6054 | Director | June 10, 2026 | June 11, 2026 |
| Q2 Holdings, Inc.QTWO · Entity 4051 | Director | June 10, 2026 | June 12, 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.
Bazaarvoice Inc
Report date February 01, 2018 · Filed February 05, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2018-02-01 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2018-02-01 · Grant · Acquired 109,005 · Balance 519,958 F1: The reporting person was previously granted restricted stock units that would vest upon the satisfaction of certain performance criteria, which criteria were deemed satisfied at 100% of target in accordance with the Merger Agreement (as defined below), resulting in the deemed vesting of the reported shares. Row 2 · 2018-02-01 · Disposition to issuer · Disposed 167,611 · Balance 352,347 F2: Disposed of pursuant to the Agreement and Plan of Merger, by and among BV Parent, LLC, BV Merger Sub, Inc. and Bazaarvoice, Inc. (the "Issuer"), dated November 26, 2017 (as amended, the "Merger Agreement"), whereby each outstanding share of the Issuer's common stock was cancelled at the effective time (the "Effective Time") of the merger (the "Merger") and converted into the right to receive a cash payment of $5.50 per share. Row 3 · 2018-02-01 · Disposition to issuer · Disposed 352,347 · Balance 0 F3: Disposed of pursuant to the Merger Agreement, whereby such unvested restricted stock units ("RSUs") were cancelled at the Effective Time in exchange for the right to receive future cash payments in the amount of $5.50 per terminated RSU (the "RSU Payment"). Pursuant to the Merger Agreement, 30% of the RSU Payment was paid in cash and 70% of the RSU Payment will be paid in accordance with the RSU's original vesting schedule. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.54 · Expires 2023-02-27 | Direct | 0 |
Reported balance
After 2018-02-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2018-02-01 · Disposition to issuer · Disposed 275,000 · Balance 0 F4: Pursuant to the terms of the Merger Agreement, options with an exercise price greater than $5.50 per share were cancelled without consideration |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.10 · Expires 2024-03-07 | Direct | 0 |
Reported balance
After 2018-02-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2018-02-01 · Disposition to issuer · Disposed 100,000 · Balance 0 F4: Pursuant to the terms of the Merger Agreement, options with an exercise price greater than $5.50 per share were cancelled without consideration |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.42 · Expires 2025-06-17 | Direct | 0 |
Reported balance
After 2018-02-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2018-02-01 · Disposition to issuer · Disposed 201,700 · Balance 0 F4: Pursuant to the terms of the Merger Agreement, options with an exercise price greater than $5.50 per share were cancelled without consideration |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $3.94 · Expires 2023-06-07 | Direct | 74,671 |
Reported balance
After 2018-02-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2018-02-01 · Disposition to issuer · Disposed 53,335 · Balance 74,671 F5: Disposed of pursuant to the Merger Agreement, whereby such vested options were cancelled at the Effective Time and converted into the right to receive a total amount in cash, equal to the product of (x) excess of $5.50 over the exercise price per share of each stock option and (y) the number of shares underlying such stock option. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $3.94 · Expires 2023-06-07 | Direct | 0 |
Reported balance
After 2018-02-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2018-02-01 · Disposition to issuer · Disposed 74,671 · Balance 0 F6: Disposed of pursuant to the Merger Agreement whereby such unvested options were cancelled at the Effective Time and converted into the right to receive a total amount in cash equal to the product of (x) the excess, if any, of $5.50 over the exercise price per share of each such unvested option, and (y) the number of shares underlying such unvested options (the "Unvested Option Payment"). Pursuant to the Merger Agreement, 30% of the Unvested Option Payment was paid in cash and 70% of the Unvested Option Payment will be paid pursuant to the unvested options original vesting schedule. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person was previously granted restricted stock units that would vest upon the satisfaction of certain performance criteria, which criteria were deemed satisfied at 100% of target in accordance with the Merger Agreement (as defined below), resulting in the deemed vesting of the reported shares.
F2: Disposed of pursuant to the Agreement and Plan of Merger, by and among BV Parent, LLC, BV Merger Sub, Inc. and Bazaarvoice, Inc. (the "Issuer"), dated November 26, 2017 (as amended, the "Merger Agreement"), whereby each outstanding share of the Issuer's common stock was cancelled at the effective time (the "Effective Time") of the merger (the "Merger") and converted into the right to receive a cash payment of $5.50 per share.
F3: Disposed of pursuant to the Merger Agreement, whereby such unvested restricted stock units ("RSUs") were cancelled at the Effective Time in exchange for the right to receive future cash payments in the amount of $5.50 per terminated RSU (the "RSU Payment"). Pursuant to the Merger Agreement, 30% of the RSU Payment was paid in cash and 70% of the RSU Payment will be paid in accordance with the RSU's original vesting schedule.
F4: Pursuant to the terms of the Merger Agreement, options with an exercise price greater than $5.50 per share were cancelled without consideration
F5: Disposed of pursuant to the Merger Agreement, whereby such vested options were cancelled at the Effective Time and converted into the right to receive a total amount in cash, equal to the product of (x) excess of $5.50 over the exercise price per share of each stock option and (y) the number of shares underlying such stock option.
F6: Disposed of pursuant to the Merger Agreement whereby such unvested options were cancelled at the Effective Time and converted into the right to receive a total amount in cash equal to the product of (x) the excess, if any, of $5.50 over the exercise price per share of each such unvested option, and (y) the number of shares underlying such unvested options (the "Unvested Option Payment"). Pursuant to the Merger Agreement, 30% of the Unvested Option Payment was paid in cash and 70% of the Unvested Option Payment will be paid pursuant to the unvested options original vesting schedule.
CS Disco, Inc.
Report date June 10, 2026 · Filed June 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 264,748 |
Reported balance
After 2026-06-10 transaction · row 1
1 source rowRow 1 · 2026-06-10 · Grant · Acquired 41,096 · Balance 264,748 F1: Represents a restricted stock unit ("RSU") award. The RSUs shall vest in 4 equal quarterly installments measured from June 10, 2026, and shall become fully vested as of the day immediately preceding the Issuer's 2027 annual meeting of stockholders, if sooner, subject in all cases to the Reporting Person's continuous service to the Issuer through each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a restricted stock unit ("RSU") award. The RSUs shall vest in 4 equal quarterly installments measured from June 10, 2026, and shall become fully vested as of the day immediately preceding the Issuer's 2027 annual meeting of stockholders, if sooner, subject in all cases to the Reporting Person's continuous service to the Issuer through each vesting date.
Q2 Holdings, Inc.
Report date June 10, 2026 · Filed June 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,739 |
Reported balance
After 2026-06-10 transaction · row 1
1 source rowRow 1 · 2026-06-10 · Grant · Acquired 4,741 · Balance 21,739 F1: Shares of stock acquired represent shares underlying Restricted Stock Units. The Restricted Stock Units vest in equal quarterly installments over one year beginning September 3, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of stock acquired represent shares underlying Restricted Stock Units. The Restricted Stock Units vest in equal quarterly installments over one year beginning September 3, 2026.
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 10, 2026 Filed Jun 11, 2026 18:12 UTC | CS Disco, Inc. LAW · Entity 6054 | GrantCommon Stock | 41,096 | $0.00 | $0.00 |
DisclosureSEC source: 0001490198-26-000002 · wk-form4_1781215954.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 264,748 F1 · shares: Represents a restricted stock unit ("RSU") award. The RSUs shall vest in 4 equal quarterly installments measured from June 10, 2026, and shall become fully vested as of the day immediately preceding the Issuer's 2027 annual meeting of stockholders, if sooner, subject in all cases to the Reporting Person's continuous service to the Issuer through each vesting date. Read SEC document |
| June 10, 2026 Filed Jun 12, 2026 16:12 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 4,741 | $0.00 | $0.00 |
DisclosureSEC source: 0001490198-26-000004 · wk-form4_1781295131.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,739 F1 · shares: Shares of stock acquired represent shares underlying Restricted Stock Units. The Restricted Stock Units vest in equal quarterly installments over one year beginning September 3, 2026. Read SEC document |
| February 09, 2026 Filed Feb 11, 2026 17:11 UTC | CS Disco, Inc. LAW · Entity 6054 | PurchaseCommon Stock | 3,000 | $3.99 | $11,970.00 |
DisclosureSEC source: 0001625641-26-000011 · wk-form4_1770847903.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 223,652 F1 · shares: Shares were purchased pursuant to a Rule 10b5-1 trading plan, adopted May 15, 2025. Read SEC document |
| November 25, 2025 Filed Nov 26, 2025 16:11 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 794 | $70.84 | $56,246.96 |
DisclosureSEC source: 0001490198-25-000009 · wk-form4_1764191495.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 16,998 F1 · kind: The sale reported was effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on May 13, 2025. Read SEC document |
| August 14, 2025 Filed Aug 15, 2025 16:08 UTC | CS Disco, Inc. LAW · Entity 6054 | PurchaseCommon Stock | 6,500 | $4.92 | $31,980.00 |
DisclosureSEC source: 0001625641-25-000129 · wk-form4_1755288514.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 220,652 F1 · shares: Shares were purchased pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| August 12, 2025 Filed Aug 13, 2025 16:25 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 786 | $74.15 | $58,281.90 |
DisclosureSEC source: 0001490198-25-000007 · wk-form4_1755116739.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 17,792 F1 · kind: The sale reported was effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on May 13, 2025. Read SEC document |
| June 10, 2025 Filed Jun 12, 2025 16:46 UTC | CS Disco, Inc. LAW · Entity 6054 | GrantCommon Stock | 34,169 | $0.00 | $0.00 |
DisclosureSEC source: 0001625641-25-000105 · wk-form4_1749761210.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 214,152 F1 · shares: Represents a restricted stock unit ("RSU") award. The RSUs shall vest in 4 equal quarterly installments measured from June 10, 2025, and shall become fully vested as of the day immediately preceding the Issuer's 2026 annual meeting of stockholders, if sooner, subject in all cases to the Reporting Person's continuous service to the Issuer through each vesting date. Read SEC document |
| June 03, 2025 Filed Jun 4, 2025 16:30 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 2,337 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-25-000109 · wk-form4_1749069028.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,578 F1 · shares: Shares of stock acquired represent shares underlying Restricted Stock Units. The Restricted Stock Units vest in equal quarterly installments over one year beginning September 9, 2025. Read SEC document |
| May 22, 2025 Filed May 23, 2025 16:06 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 1,000 | $87.77 | $87,770.00 |
DisclosureSEC source: 0001410384-25-000099 · wk-form4_1748030776.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 16,241 F1 · kind: The sale reported was effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on May 29, 2024. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87.09 to $88.41 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 24, 2025 Filed Feb 25, 2025 17:51 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 1,000 | $87.96 | $87,960.00 |
DisclosureSEC source: 0001410384-25-000019 · wk-form4_1740523870.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 17,241 F1 · kind: The sale reported was effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on May 29, 2024. F2 · price: These shares were sold in multiple transactions at a price of $87.96. 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 Remarks: Read SEC document |
| November 22, 2024 Filed Nov 25, 2024 16:11 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 548 | $104.95 | $57,512.60 |
DisclosureSEC source: 0001410384-24-000208 · wk-form4_1732569094.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 18,241 F1 · shares: The sale reported was effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on May 29, 2024. F2 · price: These shares were sold in a single transactions at a price of $104.95. 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 28, 2024 Filed Aug 29, 2024 16:26 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 1,013 | $73.97 | $74,931.61 |
DisclosureSEC source: 0001410384-24-000176 · wk-form4_1724963120.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 18,789 F1 · kind: The sale reported was effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on May 29, 2024. F2 · price: These shares were sold in a single transactions at a price of $73.97. 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 13, 2024 Filed Jun 13, 2024 18:58 UTC | CS Disco, Inc. LAW · Entity 6054 | GrantCommon Stock | 24,958 | $0.00 | $0.00 |
DisclosureSEC source: 0001625641-24-000098 · wk-form4_1718319480.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 179,983 F1 · shares: Represents a restricted stock unit ("RSU") award. The RSUs shall vest in 4 equal quarterly installments measured from June 13, 2024, and shall become fully vested as of the day immediately preceding the Issuer's 2025 annual meeting of stockholders, if sooner, subject in all cases to the Reporting Person's continuous service to the Issuer through each vesting date. Read SEC document |
| June 11, 2024 Filed Jun 12, 2024 18:03 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 3,520 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-24-000132 · wk-form4_1718229817.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,802 F1 · shares: Shares of stock acquired represent shares underlying Restricted Stock Units. The Restricted Stock Units vest in equal quarterly installments over one year beginning September 9, 2024. Read SEC document |
| May 22, 2024 Filed May 23, 2024 16:22 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 848 | $63.47 | $53,822.56 |
DisclosureSEC source: 0001410384-24-000109 · wk-form4_1716495704.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 16,282 F1 · kind: The sale reported was effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on June 14, 2023 F2 · price: These shares were sold in multiple transactions at a price of $63.47. 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 22, 2024 Filed Feb 23, 2024 16:56 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 1,040 | $44.81 | $46,602.40 |
DisclosureSEC source: 0001410384-24-000018 · wk-form4_1708725375.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,130 F1 · kind: The sale reported was effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on June 14, 2023 F2 · price: These shares were sold in multiple transactions at a price of $44.81. 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 13, 2023 Filed Dec 15, 2023 17:00 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 1,126 | $40.00 | $45,040.00 |
DisclosureSEC source: 0001410384-23-000161 · wk-form4_1702677597.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 18,170 F1 · kind: The sale reported was effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on June 14, 2023 F2 · price: These shares were sold in multiple transactions at a price of $40.00. 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 |
| November 22, 2023 Filed Nov 27, 2023 16:09 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 493 | $35.20 | $17,353.60 |
DisclosureSEC source: 0001410384-23-000143 · wk-form4_1701119371.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 19,296 F1 · kind: The sale reported was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 14, 2023. Read SEC document |
| September 14, 2023 Filed Sep 15, 2023 19:20 UTC | CS Disco, Inc. LAW · Entity 6054 | PurchaseCommon Stock | 7,000 | $6.95 | $48,650.00 |
DisclosureSEC source: 0001625641-23-000102 · wk-form4_1694820040.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 155,025 Read SEC document |
| September 13, 2023 Filed Sep 14, 2023 16:29 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 493 | $33.50 | $16,515.50 |
DisclosureSEC source: 0001410384-23-000129 · wf-form4_169472335149493.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 19,789 F1 · kind: The sale reported was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 14, 2023. Read SEC document |
| June 15, 2023 Filed Jun 16, 2023 16:13 UTC | CS Disco, Inc. LAW · Entity 6054 | GrantCommon Stock | 18,473 | $0.00 | $0.00 |
DisclosureSEC source: 0001625641-23-000076 · wk-form4_1686946373.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 148,025 F1 · shares: Represents a restricted stock unit ("RSU") award. The RSUs shall vest in 4 equal quarterly installments measured from June 15, 2023, and shall become fully vested as of the day immediately preceding the Issuer's 2024 annual meeting of stockholders, if sooner, subject in all cases to the Reporting Person's continuous service to the Issuer through each vesting date. Read SEC document |
| May 31, 2023 Filed Jun 2, 2023 16:30 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 7,177 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-23-000079 · wf-form4_168573780025761.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,282 F1 · shares: Shares of stock acquired represent shares underlying Restricted Stock Units. The Restricted Stock Units vest in equal quarterly installments over one year beginning September 9, 2023. Read SEC document |
| July 12, 2022 Filed Jul 14, 2022 16:32 UTC | CS Disco, Inc. LAW · Entity 6054 | GrantCommon Stock | 6,834 | $0.00 | $0.00 |
DisclosureSEC source: 0001625641-22-000083 · wf-form4_165783072093237.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,552 F1 · shares: Represents a restricted stock unit ("RSU") award. The RSUs shall vest in 4 equal quarterly installments measured from July 12, 2022, provided that the RSUs shall become fully vested as of the day immediately preceding the Issuer's 2023 annual meeting of stockholders, if sooner, subject in all cases to the Reporting Person's continuous service to the Issuer through each vesting date. Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 09:22 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 4,052 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-22-000045 · wf-form4_165426250214454.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,105 F1 · shares: Shares of stock acquired represent shares underlying Restricted Stock Units. The Restricted Stock Units vest in equal quarterly installments over one year beginning September 9, 2022. Read SEC document |
| April 18, 2022 Filed Apr 20, 2022 16:48 UTC | CS Disco, Inc. LAW · Entity 6054 | Exercise / conversionCommon Stock · Derivative | 2,000 | $8.80 Strike: $8.80 | $17,600.00 |
DisclosureSEC source: 0001625641-22-000041 · wf-form4_165048766690594.xml · derivative · entry 2 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Employee Stock Option (right to buy) · 2,000 shares Expires 2030-04-23 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: One twelfth (1/12th) of the shares underlying this option vested or shall vest on a monthly basis following April 23, 2020, subject to the Reporting Person's continued service to the Issuer through each vesting date. Read SEC document |
| April 18, 2022 Filed Apr 20, 2022 16:48 UTC | CS Disco, Inc. LAW · Entity 6054 | Exercise / conversionCommon Stock | 2,000 | $8.80 | $17,600.00 |
DisclosureSEC source: 0001625641-22-000041 · wf-form4_165048766690594.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,718 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 28, 2022 Filed Mar 2, 2022 16:45 UTC | CS Disco, Inc. LAW · Entity 6054 | SaleCommon Stock | 1,000 | $34.51 | $34,510.00 |
DisclosureSEC source: 0001625641-22-000031 · wf-form4_164625748765201.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,718 F1 · kind: Shares were sold pursuant to a Rule 10b5-1 trading plan. F2 · balance_after: This amount includes 3,670 shares of the Issuer's common stock subject to a restricted stock unit ("RSU") award. The RSUs shall vest in 4 equal quarterly installments measured from July 21, 2021, subject to the Reporting Person's continuous service to the Issuer through each vesting date. Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 16:21 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 500 | $65.00 | $32,500.00 |
DisclosureSEC source: 0001410384-22-000015 · wf-form4_164608322685190.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,053 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. Read SEC document |
| November 22, 2021 Filed Nov 23, 2021 16:23 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 500 | $85.29 | $42,645.00 |
DisclosureSEC source: 0001410384-21-000128 · wf-form4_163770261522019.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,553 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 $83.30 to $88.92 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 |
| November 15, 2021 Filed Nov 17, 2021 19:07 UTC | CS Disco, Inc. LAW · Entity 6054 | SaleCommon Stock | 1,000 | $49.00 | $49,000.00 |
DisclosureSEC source: 0001209191-21-065284 · doc4.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,718 F1 · kind: Shares were sold pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| October 04, 2021 Filed Oct 6, 2021 16:25 UTC | CS Disco, Inc. LAW · Entity 6054 | GrantCommon Stock | 3,670 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-059833 · doc4.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,718 F1 · shares: Represents a restricted stock unit ("RSU") award. The RSUs shall vest in 12 equal quarterly installments measured from July 21, 2021, subject to the Reporting Person's continuous service to the Issuer through each vesting date. Read SEC document |
| September 17, 2021 Filed Sep 21, 2021 16:52 UTC | CS Disco, Inc. LAW · Entity 6054 | SaleCommon Stock | 8,000 | $51.28 | $410,220.00 |
DisclosureSEC source: 0001209191-21-057046 · doc4.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,048 Read SEC document |
| August 23, 2021 Filed Aug 25, 2021 16:20 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 500 | $81.95 | $40,975.00 |
DisclosureSEC source: 0001410384-21-000107 · wf-form4_162992282500283.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,053 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 $80.93 to $82.34 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 08, 2021 Filed Jun 9, 2021 16:52 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 2,189 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-21-000086 · wf-form4_162327192225594.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,553 F1 · shares: Shares of stock acquired represent shares underlying Restricted Stock Units. The Restricted Stock Units vest in equal quarterly installments over one year beginning September 9, 2021. Read SEC document |
| May 21, 2021 Filed May 24, 2021 16:34 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 500 | $94.62 | $47,310.00 |
DisclosureSEC source: 0001410384-21-000077 · wf-form4_162188846263426.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,364 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 $94.21 to $95.45 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 22, 2021 Filed Feb 24, 2021 17:48 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 500 | $134.86 | $67,430.00 |
DisclosureSEC source: 0001410384-21-000026 · wf-form4_161420689729807.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,864 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 $133.36 to $136.19 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 |
| November 23, 2020 Filed Nov 24, 2020 17:27 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 500 | $115.42 | $57,710.00 |
DisclosureSEC source: 0001410384-20-000171 · wf-form4_160625680323126.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,364 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 $113.92 to $116.61 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 21, 2020 Filed Aug 25, 2020 17:55 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 500 | $97.86 | $48,930.00 |
DisclosureSEC source: 0001410384-20-000136 · wf-form4_159839250852686.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,864 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 $97.35 to $98.38 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 09, 2020 Filed Jun 11, 2020 17:02 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 1,971 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-20-000096 · wf-form4_159190932901329.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,364 F1 · shares: Shares of stock acquired represent shares underlying Restricted Stock Units. The Restricted Stock Units vest in equal quarterly installments over one year beginning September 9, 2020. Read SEC document |
| May 22, 2020 Filed May 27, 2020 16:36 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 2,243 | $0.00 Strike: $27.86 | $0.00 |
DisclosureSEC source: 0001410384-20-000087 · wf-form4_159061176742409.xml · derivative · entry 5 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,243 shares Expires 2023-06-09 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 and becomes exercisable in equal monthly installments over 36 months beginning July 9, 2016. Read SEC document |
| May 22, 2020 Filed May 27, 2020 16:36 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 502 | $0.00 Strike: $24.89 | $0.00 |
DisclosureSEC source: 0001410384-20-000087 · wf-form4_159061176742409.xml · derivative · entry 4 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 502 shares Expires 2022-06-09 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 and becomes exercisable in equal monthly installments over 36 months beginning July 9, 2015. Read SEC document |
| May 22, 2020 Filed May 27, 2020 16:36 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 2,745 | $81.86 | $224,705.70 |
DisclosureSEC source: 0001410384-20-000087 · wf-form4_159061176742409.xml · nonDerivative · entry 3 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,393 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 $80.67 to $82.57 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 |
| May 22, 2020 Filed May 27, 2020 16:36 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 2,243 | $27.86 | $62,489.98 |
DisclosureSEC source: 0001410384-20-000087 · wf-form4_159061176742409.xml · nonDerivative · entry 2 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,138 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, 2020 Filed May 27, 2020 16:36 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 502 | $24.89 | $12,494.78 |
DisclosureSEC source: 0001410384-20-000087 · wf-form4_159061176742409.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,895 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 24, 2020 Filed Feb 26, 2020 16:49 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 4,520 | $0.00 Strike: $24.89 | $0.00 |
DisclosureSEC source: 0001410384-20-000035 · wf-form4_158275374626448.xml · derivative · entry 5 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 502 Underlying: Common Stock · 4,520 shares Expires 2022-06-09 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: The option grant vested and became exercisable in equal monthly installments over 36 months beginning on July 9, 2015. Read SEC document |
| February 24, 2020 Filed Feb 26, 2020 16:49 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 5,480 | $0.00 Strike: $13.00 | $0.00 |
DisclosureSEC source: 0001410384-20-000035 · wf-form4_158275374626448.xml · derivative · entry 4 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,480 shares Expires 2024-03-19 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: The option grant vested and became exercisable in equal monthly installments over 36 months beginning on April 19, 2014. Read SEC document |
| February 24, 2020 Filed Feb 26, 2020 16:49 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 10,000 | $82.06 | $820,600.00 |
DisclosureSEC source: 0001410384-20-000035 · wf-form4_158275374626448.xml · nonDerivative · entry 3 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,393 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 $80.95 to $83.35 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 24, 2020 Filed Feb 26, 2020 16:49 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 4,520 | $24.89 | $112,502.80 |
DisclosureSEC source: 0001410384-20-000035 · wf-form4_158275374626448.xml · nonDerivative · entry 2 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,393 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 24, 2020 Filed Feb 26, 2020 16:49 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 5,480 | $13.00 | $71,240.00 |
DisclosureSEC source: 0001410384-20-000035 · wf-form4_158275374626448.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,873 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 |
| November 22, 2019 Filed Nov 25, 2019 16:42 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 4,135 | $0.00 Strike: $13.00 | $0.00 |
DisclosureSEC source: 0001410384-19-000141 · wf-form4_157471814639570.xml · derivative · entry 5 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,480 Underlying: Common Stock · 4,135 shares Expires 2024-03-19 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: The option grant vested and becomes exercisable in equal monthly installments over 36 months beginning on April 19, 2014. 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.