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 |
|---|---|---|---|---|---|---|
| November 22, 2019 Filed Nov 25, 2019 16:42 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 10,865 | $0.00 Strike: $4.00 | $0.00 |
DisclosureSEC source: 0001410384-19-000141 · wf-form4_157471814639570.xml · derivative · entry 4 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,865 shares Expires 2022-02-08 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. F3 · derivative.exercise_date: This option grant vested as to 1/4 of the total option grant on February 8, 2013, and thereafter as to 1/48 of the total option grant monthly. The option grant becomes exercisable as it vests Read SEC document |
| November 22, 2019 Filed Nov 25, 2019 16:42 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 15,000 | $82.21 | $1,233,150.00 |
DisclosureSEC source: 0001410384-19-000141 · wf-form4_157471814639570.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 $81.805 to $82.84 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 22, 2019 Filed Nov 25, 2019 16:42 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 4,135 | $13.00 | $53,755.00 |
DisclosureSEC source: 0001410384-19-000141 · wf-form4_157471814639570.xml · nonDerivative · entry 2 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,393 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 |
| November 22, 2019 Filed Nov 25, 2019 16:42 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 10,865 | $4.00 | $43,460.00 |
DisclosureSEC source: 0001410384-19-000141 · wf-form4_157471814639570.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,258 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 04, 2019 Filed Sep 5, 2019 17:54 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $4.00 | $0.00 |
DisclosureSEC source: 0001410384-19-000117 · wf-form4_156772043662794.xml · derivative · entry 3 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,865 Underlying: Common Stock · 20,000 shares Expires 2022-02-08 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. F3 · derivative.exercise_date: This option grant vested as to 1/4 of the total option grant on February 8, 2013, and thereafter as to 1/48 of the total option grant monthly. The option grant becomes exercisable as it vests Read SEC document |
| September 04, 2019 Filed Sep 5, 2019 17:54 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 20,000 | $88.71 | $1,774,200.00 |
DisclosureSEC source: 0001410384-19-000117 · wf-form4_156772043662794.xml · nonDerivative · entry 2 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 $88.11 to $89.36 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 04, 2019 Filed Sep 5, 2019 17:54 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 20,000 | $4.00 | $80,000.00 |
DisclosureSEC source: 0001410384-19-000117 · wf-form4_156772043662794.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,393 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 |
| June 11, 2019 Filed Jun 13, 2019 16:35 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 2,314 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-19-000094 · wf-form4_156045808801133.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,393 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, 2019. Read SEC document |
| May 22, 2019 Filed May 24, 2019 18:30 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 1,646 | $0.00 Strike: $1.74 | $0.00 |
DisclosureSEC source: 0001410384-19-000079 · wf-form4_155873702590066.xml · derivative · entry 5 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,646 shares Expires 2021-07-13 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 January 5, 2012, and thereafter as to 1/48 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| May 22, 2019 Filed May 24, 2019 18:30 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 354 | $0.00 Strike: $4.00 | $0.00 |
DisclosureSEC source: 0001410384-19-000079 · wf-form4_155873702590066.xml · derivative · entry 4 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,865 Underlying: Common Stock · 354 shares Expires 2022-02-08 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. F3 · derivative.exercise_date: This option grant vested as to 1/4 of the total option grant on February 8, 2013, and thereafter as to 1/48 of the total option grant monthly. The option grant becomes exercisable as it vests Read SEC document |
| May 22, 2019 Filed May 24, 2019 18:30 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 2,000 | $73.40 | $146,800.00 |
DisclosureSEC source: 0001410384-19-000079 · wf-form4_155873702590066.xml · nonDerivative · entry 3 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,079 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 $72.50 to $73.90 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 22, 2019 Filed May 24, 2019 18:30 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 1,646 | $1.74 | $2,864.04 |
DisclosureSEC source: 0001410384-19-000079 · wf-form4_155873702590066.xml · nonDerivative · entry 2 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,079 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, 2019 Filed May 24, 2019 18:30 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 354 | $4.00 | $1,416.00 |
DisclosureSEC source: 0001410384-19-000079 · wf-form4_155873702590066.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,433 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, 2019 Filed Mar 12, 2019 17:04 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 2,000 | $0.00 Strike: $1.74 | $0.00 |
DisclosureSEC source: 0001410384-19-000047 · wf-form4_155242468297869.xml · derivative · entry 3 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,646 Underlying: Common Stock · 2,000 shares Expires 2021-07-13 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 5, 2012, and thereafter as to 1/48 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| March 08, 2019 Filed Mar 12, 2019 17:04 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 2,000 | $67.71 | $135,420.00 |
DisclosureSEC source: 0001410384-19-000047 · wf-form4_155242468297869.xml · nonDerivative · entry 2 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,079 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 $66.95 to $68.04 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 08, 2019 Filed Mar 12, 2019 17:04 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 2,000 | $1.74 | $3,480.00 |
DisclosureSEC source: 0001410384-19-000047 · wf-form4_155242468297869.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,079 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 13, 2018 Filed Jun 15, 2018 17:46 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 2,036 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-18-000074 · wf-form4_152909915589391.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,079 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, 2018. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 12:12 UTC | Bazaarvoice Inc BV · Entity 169747 | Disposition to issuerStock Options (Right to Buy) · Derivative | 74,671 | $1.56 Strike: $3.94 | $116,486.76 |
DisclosureSEC source: 0001209191-18-007321 · doc4.xml · derivative · entry 8 Offerdahl James · CIK 0001490198 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 74,671 shares Expires 2023-06-07 F6 · price: 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. F6 · derivative.exercise_date: 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. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 12:12 UTC | Bazaarvoice Inc BV · Entity 169747 | Disposition to issuerStock Options (Right to Buy) · Derivative | 53,335 | $1.56 Strike: $3.94 | $83,202.60 |
DisclosureSEC source: 0001209191-18-007321 · doc4.xml · derivative · entry 7 Offerdahl James · CIK 0001490198 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,671 Underlying: Common Stock · 53,335 shares Expires 2023-06-07 F5 · price: 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. F5 · derivative.exercise_date: 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. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 12:12 UTC | Bazaarvoice Inc BV · Entity 169747 | Disposition to issuerStock Options (Right to Buy) · Derivative | 201,700 | $0.00 Strike: $6.42 | $0.00 |
DisclosureSEC source: 0001209191-18-007321 · doc4.xml · derivative · entry 6 Offerdahl James · CIK 0001490198 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 201,700 shares Expires 2025-06-17 F4 · price: Pursuant to the terms of the Merger Agreement, options with an exercise price greater than $5.50 per share were cancelled without consideration F4 · derivative.exercise_date: Pursuant to the terms of the Merger Agreement, options with an exercise price greater than $5.50 per share were cancelled without consideration Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 12:12 UTC | Bazaarvoice Inc BV · Entity 169747 | Disposition to issuerStock Options (Right to Buy) · Derivative | 100,000 | $0.00 Strike: $8.10 | $0.00 |
DisclosureSEC source: 0001209191-18-007321 · doc4.xml · derivative · entry 5 Offerdahl James · CIK 0001490198 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 100,000 shares Expires 2024-03-07 F4 · price: Pursuant to the terms of the Merger Agreement, options with an exercise price greater than $5.50 per share were cancelled without consideration F4 · derivative.exercise_date: Pursuant to the terms of the Merger Agreement, options with an exercise price greater than $5.50 per share were cancelled without consideration Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 12:12 UTC | Bazaarvoice Inc BV · Entity 169747 | Disposition to issuerStock Options (Right to Buy) · Derivative | 275,000 | $0.00 Strike: $6.54 | $0.00 |
DisclosureSEC source: 0001209191-18-007321 · doc4.xml · derivative · entry 4 Offerdahl James · CIK 0001490198 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 275,000 shares Expires 2023-02-27 F4 · price: Pursuant to the terms of the Merger Agreement, options with an exercise price greater than $5.50 per share were cancelled without consideration F4 · derivative.exercise_date: Pursuant to the terms of the Merger Agreement, options with an exercise price greater than $5.50 per share were cancelled without consideration Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 12:12 UTC | Bazaarvoice Inc BV · Entity 169747 | Disposition to issuerCommon Stock | 352,347 | $5.50 | $1,937,908.50 |
DisclosureSEC source: 0001209191-18-007321 · doc4.xml · nonDerivative · entry 3 Offerdahl James · CIK 0001490198 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · shares: 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. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 12:12 UTC | Bazaarvoice Inc BV · Entity 169747 | Disposition to issuerCommon Stock | 167,611 | $5.50 | $921,860.50 |
DisclosureSEC source: 0001209191-18-007321 · doc4.xml · nonDerivative · entry 2 Offerdahl James · CIK 0001490198 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 352,347 F2 · shares: 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. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 12:12 UTC | Bazaarvoice Inc BV · Entity 169747 | GrantCommon Stock | 109,005 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-007321 · doc4.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 519,958 F1 · shares: 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. Read SEC document |
| July 17, 2017 Filed Jul 19, 2017 17:16 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 1,000 | $38.29 | $38,290.00 |
DisclosureSEC source: 0001410384-17-000107 · wf-form4_150049899852667.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,043 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 |
| June 20, 2017 Filed Jun 22, 2017 16:23 UTC | Bazaarvoice Inc BV · Entity 169747 | Tax withholdingCommon Stock | 17,302 | $4.75 | $82,184.50 |
DisclosureSEC source: 0001209191-17-041370 · doc4.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 406,131 F1 · kind: Shares withheld to cover taxes due upon the vesting of restricted stock units. Read SEC document |
| June 15, 2017 Filed Jun 16, 2017 17:11 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 1,000 | $37.63 | $37,630.00 |
DisclosureSEC source: 0001410384-17-000101 · wf-form4_149764745544879.xml · nonDerivative · entry 2 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,043 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 $37.40 to $37.80 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 |
| June 13, 2017 Filed Jun 16, 2017 17:11 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GiftCommon Stock | 2,144 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-17-000101 · wf-form4_149764745544879.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,043 Read SEC document |
| June 09, 2017 Filed Jun 12, 2017 17:32 UTC | Bazaarvoice Inc BV · Entity 169747 | GrantCommon Stock | 109,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-039244 · doc4.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 423,433 F1 · shares: Represents restricted stock units vesting as follows: 1/3 of the total number of RSUs shall vest on June 20, 2018 and an additional 1/3 of the total number of RSUs shall vest on the corresponding day of each year thereafter. Read SEC document |
| June 08, 2017 Filed Jun 12, 2017 17:43 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 3,144 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-17-000098 · wf-form4_149730376643864.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,187 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, 2017. Read SEC document |
| June 01, 2017 Filed Jun 2, 2017 16:24 UTC | Bazaarvoice Inc BV · Entity 169747 | GrantStock Options (Right to Buy) · Derivative | 128,006 | $0.00 Strike: $3.94 | $0.00 |
DisclosureSEC source: 0001209191-17-037249 · doc4.xml · derivative · entry 2 Offerdahl James · CIK 0001490198 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,006 Underlying: Common Stock · 128,006 shares Expires 2023-06-07 F1 · derivative.exercise_date: Reflects the acquisition of an option to purchase shares of common stock initially granted to Reporting Person on June 7, 2016, but only earned upon the satisfaction of certain performance criteria applicable to the option, which were determined satisfied on June 1, 2017. The option vested with respect to twenty-five percent (25%) of the shares on June 1, 2017 and will vest with respect to the remainder of the shares ratably on a monthly basis over the following 36 months, subject to continued service through each applicable vesting date. Read SEC document |
| May 15, 2017 Filed May 17, 2017 17:37 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 1,000 | $38.59 | $38,590.00 |
DisclosureSEC source: 0001410384-17-000072 · wf-form4_149505704575659.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,043 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 $38.45 to $38.85 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 17, 2017 Filed Apr 18, 2017 19:33 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 1,000 | $35.89 | $35,890.00 |
DisclosureSEC source: 0001410384-17-000054 · wf-form4_149255837778211.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,043 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 $35.70 to $36.10 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 01, 2017 Filed Apr 4, 2017 16:07 UTC | Bazaarvoice Inc BV · Entity 169747 | Tax withholdingCommon Stock | 3,654 | $4.30 | $15,712.20 |
DisclosureSEC source: 0001209191-17-024678 · doc4.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 314,237 F1 · kind: Shares withheld to cover taxes due upon the vesting of restricted stock units. Read SEC document |
| April 01, 2017 Filed Apr 12, 2017 16:16 UTC Amendment | Bazaarvoice Inc BV · Entity 169747 | Tax withholdingCommon Stock | 3,458 | $4.30 | $14,869.40 |
DisclosureSEC source: 0001209191-17-026668 · doc4a.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 314,433 F1 · security: The original filing reflected 3,654 share withheld and the amount should have been 3,458. F2 · kind: Shares withheld to cover taxes due upon the vesting of restricted stock units. Read SEC document |
| March 20, 2017 Filed Mar 22, 2017 17:02 UTC | Bazaarvoice Inc BV · Entity 169747 | Tax withholdingCommon Stock | 2,659 | $4.30 | $11,433.70 |
DisclosureSEC source: 0001209191-17-022333 · doc4.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 317,891 F1 · kind: Shares withheld to cover taxes due upon the vesting of restricted stock units. F2 · balance_after: Includes 2,630 shares acquired under the BV employee stock purchase plan on September 19, 2016 and 2,630 shares acquired under the BV employee stock purchase plan on March 19, 2017. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 21:28 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 1,000 | $35.20 | $35,200.00 |
DisclosureSEC source: 0001410384-17-000037 · wf-form4_148980049756144.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,043 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 $34.95 to $35.375 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 15, 2017 Filed Feb 17, 2017 17:02 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 1,000 | $32.08 | $32,080.00 |
DisclosureSEC source: 0001410384-17-000014 · wf-form4_148736895808847.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,043 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 $31.40 to $32.85 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 17, 2017 Filed Jan 19, 2017 18:52 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 1,000 | $29.65 | $29,650.00 |
DisclosureSEC source: 0001410384-17-000003 · wf-form4_148486991805510.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,043 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 $29.55 to $29.70 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 11, 2016 Filed Nov 15, 2016 16:23 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 1,000 | $30.00 | $30,000.00 |
DisclosureSEC source: 0001410384-16-000336 · wf-form4_147924500191742.xml · nonDerivative · entry 1 Offerdahl James · CIK 0001490198 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,043 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. 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.