Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Q2 Holdings, Inc.QTWO · Entity 4051 | Chief Business Officer | 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.
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 | 329,658 |
Reported balance
After 2026-06-10 transaction · row 1
1 source rowRow 1 · 2026-06-10 · Sale · Disposed 3,603 · Balance 329,658 F1: The sale reported on this Form 4 represents an Issuer mandated sale by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of Restricted Stock Units, and it does not represent a discretionary trade by the Reporting Person. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.28 to $43.48 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. |
Filing footnotes · ownership attribution and instrument terms
F1: The sale reported on this Form 4 represents an Issuer mandated sale by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of Restricted Stock Units, and it does not represent a discretionary trade by the Reporting Person.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.28 to $43.48 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.
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 12, 2026 16:06 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 3,603 | $43.48 | $156,658.44 |
DisclosureSEC source: 0001957145-26-000014 · wk-form4_1781294766.xml · nonDerivative · entry 1 Coleman Kirk L · CIK 0001957145 · Chief Business Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 329,658 F1 · kind: The sale reported on this Form 4 represents an Issuer mandated sale by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of Restricted Stock Units, and it does not represent a discretionary trade by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.28 to $43.48 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 17:05 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 17,934 | $0.00 | $0.00 |
DisclosureSEC source: 0001957145-26-000012 · wk-form4_1780520709.xml · nonDerivative · entry 3 Coleman Kirk L · CIK 0001957145 · Chief Business Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 333,261 F3 · shares: Represents shares received, in excess of the target number ("Target Amount") of shares previously reported on Form 4, upon the final vesting of performance-based restricted stock units originally granted on May 31, 2023 ("Units"). As previously disclosed, subject to continued employment, up to 100% of the Target Amount of shares was scheduled to vest on the second anniversary, with additional potential performance multiplier shares of up to an additional 100% of Target scheduled to vest on the third anniversary, in each case depending upon the performance of Q2 Holdings, Inc.'s Adjusted EBITDA of Revenue, as more specifically set forth in the grant agreement. Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 17:05 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 16,961 | $0.00 | $0.00 |
DisclosureSEC source: 0001957145-26-000012 · wk-form4_1780520709.xml · nonDerivative · entry 2 Coleman Kirk L · CIK 0001957145 · Chief Business Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 315,327 F2 · shares: Represents shares received, in excess of the target number ("Target Amount") of shares previously reported on Form 4, upon the final vesting of performance-based restricted stock units originally granted on May 31, 2023 ("Units"). As previously disclosed, subject to continued employment, on the third anniversary the number of Units that actually could vest would be up to 200% of the Target Amount, in each case depending upon the performance of Q2 Holdings, Inc.'s common stock price as compared to the S&P Software & Services Industry Index, as more specifically set forth in the grant agreement. Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 17:05 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 20,894 | $49.50 | $1,034,253.00 |
DisclosureSEC source: 0001957145-26-000012 · wk-form4_1780520709.xml · nonDerivative · entry 1 Coleman Kirk L · CIK 0001957145 · Chief Business Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 298,366 F1 · kind: The sale reported on this Form 4 represents an Issuer mandated sale by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of Restricted Stock Units, and it does not represent a discretionary trade by the Reporting Person. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 16:14 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 6,746 | $0.00 | $0.00 |
DisclosureSEC source: 0001957145-26-000009 · wk-form4_1773432855.xml · nonDerivative · entry 4 Coleman Kirk L · CIK 0001957145 · Chief Business Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 319,260 F4 · shares: Represents the target number of shares that may be earned ("Target Amount") pursuant to performance-based restricted stock units ("Units") under the 2023 Equity Incentive Plan, with vesting dependent upon Q2's attainment relative to target performance of Q2's common stock price as compared to the S&P Software & Services Select Index, as more specifically set forth in the grant agreement. Subject to continued employment, attainment will be determined on the third anniversary of the date of grant, with 0% to 200% of the Target Amount vesting on such date depending on the level of attainment. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 16:14 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 13,490 | $0.00 | $0.00 |
DisclosureSEC source: 0001957145-26-000009 · wk-form4_1773432855.xml · nonDerivative · entry 3 Coleman Kirk L · CIK 0001957145 · Chief Business Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 312,514 F3 · shares: Represents the target number of shares that may be earned ("Target Amount") pursuant to performance-based restricted stock units ("Units") under the 2023 Equity Incentive Plan, with vesting dependent upon Q2's attainment relative to a target performance metric for Subscription Revenue Year over Year Growth Revenue for the 12 months ending December 31, 2027, as more specifically set forth in the grant agreement. Subject to continued employment, attainment will be determined on the second anniversary of the date of grant, with any earned shares up to 100% of the Target Amount vesting on such date, and any shares issuable pursuant to above-target attainment vesting on the third anniversary of the grant date. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 16:14 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 13,490 | $0.00 | $0.00 |
DisclosureSEC source: 0001957145-26-000009 · wk-form4_1773432855.xml · nonDerivative · entry 2 Coleman Kirk L · CIK 0001957145 · Chief Business Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 299,024 F2 · shares: Represents the target number of shares that may be earned ("Target Amount") pursuant to performance-based restricted stock units ("Units") under the 2023 Equity Incentive Plan, with vesting dependent upon Q2's attainment relative to a target performance metric for Adjusted EBITDA as a percentage of Revenue for the 12 months ending December 31, 2027, as more specifically set forth in the grant agreement. Subject to continued employment, attainment will be determined on the second anniversary of the date of grant, with any earned shares up to 100% of the Target Amount vesting on such date, and any shares issuable pursuant to above-target attainment vesting on the third anniversary of the grant date. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 16:14 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 33,726 | $0.00 | $0.00 |
DisclosureSEC source: 0001957145-26-000009 · wk-form4_1773432855.xml · nonDerivative · entry 1 Coleman Kirk L · CIK 0001957145 · Chief Business Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 285,534 F1 · shares: The restricted stock units vest 25% starting March 3, 2027, with the remaining units vesting in equal quarterly installments over the subsequent three years. Read SEC document |
| March 09, 2026 Filed Mar 11, 2026 16:25 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 10,849 | $51.35 | $557,096.15 |
DisclosureSEC source: 0001957145-26-000007 · wk-form4_1773260717.xml · nonDerivative · entry 1 Coleman Kirk L · CIK 0001957145 · Chief Business Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 251,808 F1 · shares: The sale reported on this Form 4 represents an Issuer mandated sale by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of Restricted Stock Units, and it does not represent a discretionary trade by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.34 to $51.70 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 |
| March 04, 2026 Filed Mar 4, 2026 20:43 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 31,104 | $49.75 | $1,547,424.00 |
DisclosureSEC source: 0001957145-26-000004 · wk-form4_1772674980.xml · nonDerivative · entry 4 Coleman Kirk L · CIK 0001957145 · Chief Business Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 262,657 F2 · kind: The sale reported on this Form 4 represents an Issuer mandated sale by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of Restricted Stock Units, and it does not represent a discretionary trade by the Reporting Person. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.75 to $50.05 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 03, 2026 Filed Mar 4, 2026 20:43 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 21,746 | $0.00 | $0.00 |
DisclosureSEC source: 0001957145-26-000004 · wk-form4_1772674980.xml · nonDerivative · entry 3 Coleman Kirk L · CIK 0001957145 · Chief Business Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 293,761 F3 · shares: Represents shares received, in excess of the target number ("Target Amount") of shares previously reported on Form 4, upon the final vesting of performance-based restricted stock units originally granted on March 2, 2023 ("Units"). As previously disclosed, subject to continued employment, on the third anniversary the number of Units that actually could vest would be up to 200% of the Target Amount, in each case depending upon the performance of Q2 Holdings, Inc.'s common stock price as compared to the S&P Software & Services Industry Index, as more specifically set forth in the grant agreement. Read SEC document |
| March 03, 2026 Filed Mar 4, 2026 20:43 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 7,752 | $49.72 | $385,429.44 |
DisclosureSEC source: 0001957145-26-000004 · wk-form4_1772674980.xml · nonDerivative · entry 2 Coleman Kirk L · CIK 0001957145 · Chief Business Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 272,015 F2 · kind: The sale reported on this Form 4 represents an Issuer mandated sale by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of Restricted Stock Units, and it does not represent a discretionary trade by the Reporting Person. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 20:43 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 23,556 | $0.00 | $0.00 |
DisclosureSEC source: 0001957145-26-000004 · wk-form4_1772674980.xml · nonDerivative · entry 1 Coleman Kirk L · CIK 0001957145 · Chief Business Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 279,767 F1 · shares: Represents shares received, in excess of the target number ("Target Amount") of shares previously reported on Form 4, upon the final vesting of performance-based restricted stock units originally granted on March 2, 2023 ("Units"). As previously disclosed, subject to continued employment, up to 100% of the Target Amount of shares was scheduled to vest on the second anniversary, with the performance multiplier shares schedule to vest on the third anniversary. On the second year the number of Units that actually vested was to be up to 100% of the Target Amount, and in the third year the number of Units that actually could vest would be up to 200% of the Target Amount, in each case depending upon the performance of Q2 Holdings, Inc.'s Adjusted EBITDA of Revenue, as more specifically set forth in the grant agreement. Read SEC document |
| February 17, 2026 Filed Feb 18, 2026 16:05 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 12,917 | $52.48 | $677,884.16 |
DisclosureSEC source: 0001957145-26-000002 · wk-form4_1771448704.xml · nonDerivative · entry 1 Coleman Kirk L · CIK 0001957145 · Chief Business Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 256,211 F1 · kind: The sale reported was effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on November 17, 2025. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.73 to $53.74 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| December 10, 2025 Filed Dec 11, 2025 16:10 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 8,559 | $73.68 | $630,627.12 |
DisclosureSEC source: 0001957145-25-000007 · wk-form4_1765487417.xml · nonDerivative · entry 1 Coleman Kirk L · CIK 0001957145 · Chief Business Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 269,128 F1 · kind: The sale reported on this Form 4 represents an Issuer mandated sale by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of Restricted Stock Units, and it does not represent a discretionary trade by the Reporting Person. Read SEC document |
| September 08, 2025 Filed Sep 9, 2025 16:05 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 39,508 | $80.93 | $3,197,382.44 |
DisclosureSEC source: 0001957145-25-000005 · wk-form4_1757448353.xml · nonDerivative · entry 1 Coleman Kirk L · CIK 0001957145 · President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 277,687 F1 · kind: The sale reported was effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on November 22, 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 $80.02 to $82.07 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 22, 2025 Filed Aug 26, 2025 16:06 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 5,985 | $80.04 | $479,039.40 |
DisclosureSEC source: 0001957145-25-000003 · wk-form4_1756238793.xml · nonDerivative · entry 1 Coleman Kirk L · CIK 0001957145 · President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 317,195 F1 · kind: The sale reported was effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on November 22, 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 $80.00 to $80.14 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 10, 2025 Filed Jun 11, 2025 16:58 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 3,574 | $90.55 | $323,625.70 |
DisclosureSEC source: 0001410384-25-000124 · wk-form4_1749675478.xml · nonDerivative · entry 1 Coleman Kirk L · CIK 0001957145 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 323,180 F1 · kind: The sale reported on this Form 4 represents an Issuer mandated sale by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of Restricted Stock Units, and it does not represent a discretionary trade by the Reporting Person. Read SEC document |
| June 02, 2025 Filed Jun 3, 2025 16:14 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 7,093 | $87.45 | $620,282.85 |
DisclosureSEC source: 0001410384-25-000102 · wk-form4_1748981636.xml · nonDerivative · entry 1 Coleman Kirk L · CIK 0001957145 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 326,754 F1 · kind: The sale reported on this Form 4 represents an Issuer mandated sale by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of Restricted Stock Units, and it does not represent a discretionary trade by the Reporting Person. Read SEC document |
| March 06, 2025 Filed Mar 10, 2025 16:19 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 15,221 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-25-000060 · wk-form4_1741637938.xml · nonDerivative · entry 3 Coleman Kirk L · CIK 0001957145 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 333,847 F3 · shares: Represents the target number of shares that may be earned ("Target Amount") pursuant to performance-based restricted stock units ("Units") under the 2023 Equity Incentive Plan, with vesting dependent upon Q2's attainment relative to target performance of Q2's common stock price as compared to the S&P Software & Services Select Index, as more specifically set forth in the grant agreement. Subject to continued employment, attainment will be determined on the third anniversary of the date of grant, with 0% to 200% of the Target Amount vesting on such date depending on the level of attainment. Read SEC document |
| March 06, 2025 Filed Mar 10, 2025 16:19 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 15,222 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-25-000060 · wk-form4_1741637938.xml · nonDerivative · entry 2 Coleman Kirk L · CIK 0001957145 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 318,626 F2 · shares: Represents the target number of shares that may be earned ("Target Amount") pursuant to performance-based restricted stock units ("Units") under the 2023 Equity Incentive Plan, with vesting dependent upon Q2's attainment relative to a target performance metric for Adjusted EBITDA as a percentage of Non-GAAP Revenue for the 12 months ending December 31, 2026, as more specifically set forth in the grant agreement. Subject to continued employment, attainment will be determined on the second anniversary of the date of grant, with any earned shares up to 100% of the Target Amount vesting on such date, and any shares issuable pursuant to above-target attainment vesting on the third anniversary of the grant date. Read SEC document |
| March 06, 2025 Filed Mar 10, 2025 16:19 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 30,443 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-25-000060 · wk-form4_1741637938.xml · nonDerivative · entry 1 Coleman Kirk L · CIK 0001957145 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 303,404 F1 · shares: Shares of stock acquired represent shares underlying Restricted Stock Units. The Restricted Stock Units vest annually in four equal installments beginning March 3, 2026. Read SEC document |
| March 04, 2025 Filed Mar 6, 2025 16:16 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 19,467 | $80.89 | $1,574,685.63 |
DisclosureSEC source: 0001410384-25-000038 · wk-form4_1741295761.xml · nonDerivative · entry 1 Coleman Kirk L · CIK 0001957145 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 272,961 F1 · kind: The sale reported on this Form 4 represents an Issuer mandated sale by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of Restricted Stock Units, and it does not represent a discretionary trade by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $80.8762 to $81.2473 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 21, 2025 Filed Feb 24, 2025 16:26 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 45,215 | $88.75 | $4,012,831.25 |
DisclosureSEC source: 0001410384-25-000017 · wk-form4_1740432355.xml · nonDerivative · entry 1 Coleman Kirk L · CIK 0001957145 · President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 292,428 F1 · shares: The sale reported was effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on November 22, 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 $87.38 to $91.44 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| December 12, 2024 Filed Dec 12, 2024 18:55 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 10,428 | $106.42 | $1,109,747.76 |
DisclosureSEC source: 0001410384-24-000219 · wk-form4_1734047733.xml · nonDerivative · entry 3 Coleman Kirk L · CIK 0001957145 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 337,643 F1 · kind: The sale reported on this Form 4 represents an Issuer mandated sale by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of Restricted Stock Units, and it does not represent a discretionary trade by the Reporting Person. F4 · price: These shares were sold in a single transaction at the price $106.42094 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| December 11, 2024 Filed Dec 12, 2024 18:55 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 7,168 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-24-000219 · wk-form4_1734047733.xml · nonDerivative · entry 2 Coleman Kirk L · CIK 0001957145 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 348,071 F3 · kind: Represents shares received, in excess of the target number ("Target Amount") of shares previously reported on Form 4, upon the final vesting of performance-based restricted stock units originally granted on December 7, 2021 ("Units"). As previously disclosed, subject to continued employment, one-third (1/3) of the Target Amount of shares was scheduled to vest on the second anniversary and the remaining two-thirds (2/3) on the third anniversary. On the second year the number of Units that actually vested was to be up to one-third (1/3) of the Target Amount, and in the third year the number of Units that actually could vest would be up to 200% of the Target Amount, less the amount of any vesting in the second year, in each case depending upon the performance of Q2 Holdings, Inc.'s common stock price as compared to the Russell 2000 Index, as more specifically set forth in the grant agreement. F2 · price: These shares were sold in multiple transactions at the price $105.9995 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| December 10, 2024 Filed Dec 12, 2024 18:55 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 8,559 | $106.00 | $907,254.00 |
DisclosureSEC source: 0001410384-24-000219 · wk-form4_1734047733.xml · nonDerivative · entry 1 Coleman Kirk L · CIK 0001957145 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 340,903 F1 · kind: The sale reported on this Form 4 represents an Issuer mandated sale by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of Restricted Stock Units, and it does not represent a discretionary trade by the Reporting Person. F2 · price: These shares were sold in multiple transactions at the price $105.9995 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 11, 2024 Filed Jun 12, 2024 18:04 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 2,715 | $60.31 | $163,741.65 |
DisclosureSEC source: 0001410384-24-000135 · wk-form4_1718229854.xml · nonDerivative · entry 2 Coleman Kirk L · CIK 0001957145 · President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 349,462 F3 · kind: The sale reported was effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on August 30, 2023 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $60.07 to $60.49 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 10, 2024 Filed Jun 12, 2024 18:04 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 3,537 | $61.26 | $216,676.62 |
DisclosureSEC source: 0001410384-24-000135 · wk-form4_1718229854.xml · nonDerivative · entry 1 Coleman Kirk L · CIK 0001957145 · President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 352,177 F1 · kind: The sale reported on this Form 4 represents an Issuer mandated sale by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of Restricted Stock Units, and it does not represent a discretionary trade by the Reporting Person. F2 · price: These shares were sold in multiple transactions at the prices $61.255681 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 07, 2024 Filed Mar 20, 2024 20:14 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 26,784 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-24-000079 · wk-form4_1710980077.xml · nonDerivative · entry 3 Coleman Kirk L · CIK 0001957145 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 355,714 F3 · shares: Represents the target number of shares that may be earned ("Target Amount") pursuant to performance-based restricted stock units ("Units") under the 2023 Equity Incentive Plan, with vesting dependent upon Q2's attainment relative to target performance of Q2's common stock price as compared to the S&P Software & Services Select Index, as more specifically set forth in the grant agreement. Subject to continued employment, attainment will be determined on the third anniversary of the date of grant, with 0% to 200% of the Target Amount vesting on such date depending on the level of attainment. Read SEC document |
| March 07, 2024 Filed Mar 20, 2024 20:14 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 26,784 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-24-000079 · wk-form4_1710980077.xml · nonDerivative · entry 2 Coleman Kirk L · CIK 0001957145 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 328,930 F2 · shares: Represents the target number of shares that may be earned ("Target Amount") pursuant to performance-based restricted stock units ("Units") under the 2023 Equity Incentive Plan, with vesting dependent upon Q2's attainment relative to a target performance metric for Adjusted EBITDA as a percentage of Non-GAAP Revenue for the 12 months ending December 31, 2025, as more specifically set forth in the grant agreement. Subject to continued employment, attainment will be determined on the second anniversary of the date of grant, with any earned shares up to 100% of the Target Amount vesting on such date, and any shares issuable pursuant to above-target attainment vesting on the third anniversary of the grant date. Read SEC document |
| March 07, 2024 Filed Mar 20, 2024 20:14 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 53,568 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-24-000079 · wk-form4_1710980077.xml · nonDerivative · entry 1 Coleman Kirk L · CIK 0001957145 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 302,146 F1 · shares: Shares of stock acquired represent shares underlying Restricted Stock Units. The Restricted Stock Units vest annually in four equal installments beginning March 7, 2025. Read SEC document |
| March 06, 2024 Filed Mar 6, 2024 17:39 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 4,437 | $46.50 | $206,320.50 |
DisclosureSEC source: 0001410384-24-000026 · wk-form4_1709764755.xml · nonDerivative · entry 2 Coleman Kirk L · CIK 0001957145 · President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 248,578 F3 · kind: The sale reported was effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on August 30, 2023 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.90 to $46.79 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 04, 2024 Filed Mar 6, 2024 17:39 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 2,904 | $46.01 | $133,613.04 |
DisclosureSEC source: 0001410384-24-000026 · wk-form4_1709764755.xml · nonDerivative · entry 1 Coleman Kirk L · CIK 0001957145 · President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 253,015 F1 · kind: The sale reported on this Form 4 represents an Issuer mandated sale by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of Restricted Stock Units, and it does not represent a discretionary trade by the Reporting Person. F2 · price: These shares were sold in multiple transactions at the prices $46.0072 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| December 14, 2023 Filed Dec 15, 2023 17:01 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 1,184 | $41.18 | $48,757.12 |
DisclosureSEC source: 0001410384-23-000163 · wk-form4_1702677692.xml · nonDerivative · entry 4 Coleman Kirk L · CIK 0001957145 · President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 255,919 F1 · kind: The sale reported was effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on August 30, 2023. F4 · price: These shares were sold in multiple transactions at a price of $41.18. 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 17:01 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 1,498 | $38.31 | $57,388.38 |
DisclosureSEC source: 0001410384-23-000163 · wk-form4_1702677692.xml · nonDerivative · entry 3 Coleman Kirk L · CIK 0001957145 · President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 257,103 F3 · price: The sale reported on this Form 4 represents an Issuer mandated sale by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of Restricted Stock Units, and it does not represent a discretionary trade by the Reporting Person. Read SEC document |
| December 13, 2023 Filed Dec 15, 2023 17:01 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 7,007 | $38.31 | $268,438.17 |
DisclosureSEC source: 0001410384-23-000163 · wk-form4_1702677692.xml · nonDerivative · entry 2 Coleman Kirk L · CIK 0001957145 · President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 258,601 F1 · kind: The sale reported was effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on August 30, 2023. F2 · price: These shares were sold in multiple transactions at a price of $38.31. 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 17:01 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 1,083 | $38.31 | $41,489.73 |
DisclosureSEC source: 0001410384-23-000163 · wk-form4_1702677692.xml · nonDerivative · entry 1 Coleman Kirk L · CIK 0001957145 · President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 265,608 F1 · kind: The sale reported was effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on August 30, 2023. F2 · price: These shares were sold in multiple transactions at a price of $38.31. 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 31, 2023 Filed Jun 2, 2023 16:37 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 17,934 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-23-000085 · wf-form4_168573822189354.xml · nonDerivative · entry 3 Coleman Kirk L · CIK 0001957145 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 271,987 F3 · shares: Represents the target number of shares that may be earned ("Target Amount") pursuant to performance-based restricted stock units ("Units") under the 2014 Equity Incentive Plan, with vesting dependent upon Q2's attainment relative to target performance of Q2's common stock price as compared to the S&P Software & Services Select Index, as more specifically set forth in the grant agreement. Subject to continued employment, attainment will be determined on the third anniversary of the date of grant, with 0% to 200% of the Target Amount vesting on such date depending on the level of attainment. Read SEC document |
| May 31, 2023 Filed Jun 2, 2023 16:37 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 17,934 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-23-000085 · wf-form4_168573822189354.xml · nonDerivative · entry 2 Coleman Kirk L · CIK 0001957145 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 254,053 F2 · shares: Represents the target number of shares that may be earned ("Target Amount") pursuant to performance-based restricted stock units ("Units") under the 2014 Equity Incentive Plan, with vesting dependent upon Q2's attainment relative to a target performance metric for Adjusted EBITDA as a percentage of Non-GAAP Revenue for the 12 months ending December 31, 2024, as more specifically set forth in the grant agreement. Subject to continued employment, attainment will be determined on the second anniversary of the date of grant, with any earned shares up to 100% of the Target Amount vesting on such date, and any shares issuable pursuant to above-target attainment vesting on the third anniversary of the grant date. Read SEC document |
| May 31, 2023 Filed Jun 2, 2023 16:37 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 35,868 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-23-000085 · wf-form4_168573822189354.xml · nonDerivative · entry 1 Coleman Kirk L · CIK 0001957145 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 236,119 F1 · shares: Shares of stock acquired represent shares underlying Restricted Stock Units. The Restricted Stock Units vest annually in four equal installments beginning June 9, 2024. Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 16:46 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 23,555 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-23-000022 · wf-form4_167813914843244.xml · nonDerivative · entry 3 Coleman Kirk L · CIK 0001957145 · Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,251 F3 · shares: Represents the target number of shares that may be earned ("Target Amount") pursuant to performance-based restricted stock units ("Units") under the 2014 Equity Incentive Plan, with vesting dependent upon Q2's attainment relative to target performance of Q2's common stock price as compared to the S&P Software & Services Select Index, as more specifically set forth in the grant agreement. Subject to continued employment, attainment will be determined on the third anniversary of the date of grant, with 0% to 200% of the Target Amount vesting on such date depending on the level of attainment. Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 16:46 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 23,556 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-23-000022 · wf-form4_167813914843244.xml · nonDerivative · entry 2 Coleman Kirk L · CIK 0001957145 · Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,696 F2 · shares: Represents the target number of shares that may be earned ("Target Amount") pursuant to performance-based restricted stock units ("Units") under the 2014 Equity Incentive Plan, with vesting dependent upon Q2's attainment relative to a target performance metric for Adjusted EBITDA as a percentage of Non-GAAP Revenue for the 12 months ending December 31, 2024, as more specifically set forth in the grant agreement. Subject to continued employment, attainment will be determined on the second anniversary of the date of grant, with any earned shares up to 100% of the Target Amount vesting on such date, and any shares issuable pursuant to above-target attainment vesting on the third anniversary of the grant date. Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 16:46 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 47,111 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-23-000022 · wf-form4_167813914843244.xml · nonDerivative · entry 1 Coleman Kirk L · CIK 0001957145 · Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,140 F1 · shares: Shares of stock acquired represent shares underlying Restricted Stock Units. The Restricted Stock Units vest annually in four equal installments beginning March 3, 2024. Read SEC document |
| February 11, 2023 Filed Dec 13, 2023 16:33 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 5,296 | $37.78 | $200,082.88 |
DisclosureSEC source: 0001410384-23-000157 · wk-form4_1702503171.xml · nonDerivative · entry 1 Coleman Kirk L · CIK 0001957145 · President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 266,691 F1 · kind: The sale reported on this Form 4 represents an Issuer mandated sale by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of Restricted Stock Units, and it does not represent a discretionary trade by the Reporting Person. F2 · price: These shares were sold in multiple transactions at a price of $37.775632. 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 12, 2022 Filed Dec 13, 2022 17:29 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 2,874 | $27.03 | $77,684.22 |
DisclosureSEC source: 0001410384-22-000100 · wf-form4_167097053216584.xml · nonDerivative · entry 1 Coleman Kirk L · CIK 0001957145 · Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,029 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F2 · shares: Includes shares sold to cover tax withholding obligations triggered upon lapse of restricted stock units. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.34 to $27.295 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| December 06, 2022 Filed Dec 8, 2022 16:55 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 74,405 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-22-000091 · wf-form4_167053650576204.xml · nonDerivative · entry 1 Coleman Kirk L · CIK 0001957145 · Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,903 F1 · shares: Shares of stock acquired represent shares underlying Restricted Stock Units. The Restricted Stock Units vest annually in four equal installments beginning December 9, 2023. 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.