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person · Reporting owner

Lunsford Jeffrey W

Disclosed activity across 3 companies

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45223
SEC CIK
0001297515

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Live Oak Bancshares, Inc.LOB · Entity 2023DirectorMay 01, 2026June 02, 2026
nCino, Inc.NCNO · Entity 4391DirectorJune 07, 2022June 09, 2022

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.

Live Oak Bancshares, Inc.

Report date May 01, 2026 · Filed June 02, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Voting Common StockSEC Table I · non-derivativeDirect12,640 Reported balance After 2026-05-01 transaction · row 1
1 source row

Row 1 · 2026-05-01 · Exercise / conversion · Acquired 1,890 · Balance 12,640

F1: Each restricted stock unit represents a contingent right to receive one share of Live Oak Bancshares, Inc. voting common stock.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect0 Reported balance After 2026-05-01 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2026-05-01 · Exercise / conversion · Disposed 1,890 · Balance 0

F1: Each restricted stock unit represents a contingent right to receive one share of Live Oak Bancshares, Inc. voting common stock.

F2: The restricted stock units vested on May 1, 2026.

Filing footnotes · ownership attribution and instrument terms

F1: Each restricted stock unit represents a contingent right to receive one share of Live Oak Bancshares, Inc. voting common stock.

F2: The restricted stock units vested on May 1, 2026.

nCino, Inc.

Report date June 07, 2022 · Filed June 09, 2022

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect43,404 Reported balance After 2022-06-07 transaction · row 1
1 source row

Row 1 · 2022-06-07 · Sale · Disposed 30,000 · Balance 43,404

F1: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $35.75 to $36.11, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1).

Filing footnotes · ownership attribution and instrument terms

F1: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $35.75 to $36.11, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1).

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

nCino OpCo, Inc.

Report date January 07, 2022 · Filed January 11, 2022

Section 16 reporting ended · disclosed 2022-01-11. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect0 Ending reported balance After 2022-01-07 transaction · row 2
2 source rows · reconciled sequence

Row 1 · 2022-01-07 · Disposition to issuer · Disposed 240,716 · Balance 2,688

F1: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among the Issuer, Penny HoldCo, Inc., a Delaware corporation and a wholly owned subsidiary of the Issuer ("Parent"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) the Issuer merged with a merger sub and survived such merger as a wholly owned subsidiary of Parent (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of Parent; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of Parent (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers"). Upon completion of the Mergers, Parent changed its name to nCino, Inc.

F2: Pursuant to the Merger Agreement, at the effective time of the nCino Merger (the "Effective Time"), these shares of the Issuer's common stock, par value $0.0005 per share, ("Shares") converted automatically into an equivalent number of shares of common stock, par value $0.0005 per share, of Parent ("Parent Shares"). As of January 7, 2022, the closing market price of the Shares was $50.82.

Row 2 · 2022-01-07 · Disposition to issuer · Disposed 2,688 · Balance 0

F1: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among the Issuer, Penny HoldCo, Inc., a Delaware corporation and a wholly owned subsidiary of the Issuer ("Parent"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) the Issuer merged with a merger sub and survived such merger as a wholly owned subsidiary of Parent (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of Parent; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of Parent (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers"). Upon completion of the Mergers, Parent changed its name to nCino, Inc.

F3: Pursuant to the Merger Agreement, at the Effective Time, these restricted stock units ("RSUs") converted automatically into an award of an equivalent number of Parent restricted stock units on substantially the same terms and conditions (including vesting and delivery schedule) as applied to such RSU immediately prior to the Effective Time.

Filing footnotes · ownership attribution and instrument terms

F1: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among the Issuer, Penny HoldCo, Inc., a Delaware corporation and a wholly owned subsidiary of the Issuer ("Parent"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) the Issuer merged with a merger sub and survived such merger as a wholly owned subsidiary of Parent (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of Parent; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of Parent (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers"). Upon completion of the Mergers, Parent changed its name to nCino, Inc.

F2: Pursuant to the Merger Agreement, at the effective time of the nCino Merger (the "Effective Time"), these shares of the Issuer's common stock, par value $0.0005 per share, ("Shares") converted automatically into an equivalent number of shares of common stock, par value $0.0005 per share, of Parent ("Parent Shares"). As of January 7, 2022, the closing market price of the Shares was $50.82.

F3: Pursuant to the Merger Agreement, at the Effective Time, these restricted stock units ("RSUs") converted automatically into an award of an equivalent number of Parent restricted stock units on substantially the same terms and conditions (including vesting and delivery schedule) as applied to such RSU immediately prior to the Effective Time.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
May 19, 2026 Filed May 22, 2026 00:06 UTC Live Oak Bancshares, Inc. LOB · Entity 2023 GrantRestricted Stock Units · Derivative 2,486 $0.00 $0.00
Disclosure

SEC source: 0001297515-26-000006 · wk-form4_1779408371.xml · derivative · entry 2

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,486

Underlying: Voting Common Stock · 2,486 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Live Oak Bancshares, Inc. voting common stock

F2 · derivative.exercise_date: The restricted stock units vest on May 1, 2027.

F2 · derivative.expiration_date: The restricted stock units vest on May 1, 2027.

Read SEC document
May 01, 2026 Filed Jun 2, 2026 20:01 UTC Live Oak Bancshares, Inc. LOB · Entity 2023 Exercise / conversionRestricted Stock Units · Derivative 1,890 $0.00 $0.00
Disclosure

SEC source: 0001297515-26-000009 · wk-form4_1780430469.xml · derivative · entry 2

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Voting Common Stock · 1,890 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Live Oak Bancshares, Inc. voting common stock.

F2 · derivative.exercise_date: The restricted stock units vested on May 1, 2026.

F2 · derivative.expiration_date: The restricted stock units vested on May 1, 2026.

Read SEC document
May 01, 2026 Filed Jun 2, 2026 20:01 UTC Live Oak Bancshares, Inc. LOB · Entity 2023 Exercise / conversionVoting Common Stock 1,890 Not disclosed Not disclosed
Disclosure

SEC source: 0001297515-26-000009 · wk-form4_1780430469.xml · nonDerivative · entry 1

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,640

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each restricted stock unit represents a contingent right to receive one share of Live Oak Bancshares, Inc. voting common stock.

Read SEC document
September 04, 2025 Filed Sep 8, 2025 20:12 UTC Live Oak Bancshares, Inc. LOB · Entity 2023 GrantRestricted Stock Units · Derivative 1,890 $0.00 $0.00
Disclosure

SEC source: 0001578563-25-000396 · wk-form4_1757362333.xml · derivative · entry 2

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,890

Underlying: Voting Common Stock · 1,890 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock.

F2 · derivative.exercise_date: The restricted stock units vest on May 1, 2026.

F2 · derivative.expiration_date: The restricted stock units vest on May 1, 2026.

Read SEC document
June 07, 2022 Filed Jun 9, 2022 17:07 UTC nCino, Inc. NCNO · Entity 4391 SaleCommon Stock 30,000 $35.93 $1,077,909.00
Disclosure

SEC source: 0001567619-22-012612 · doc1.xml · nonDerivative · entry 1

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 43,404

F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $35.75 to $36.11, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1).

Read SEC document
June 06, 2022 Filed Jun 7, 2022 17:21 UTC nCino, Inc. NCNO · Entity 4391 SaleCommon Stock 13,278 $36.34 $482,539.78
Disclosure

SEC source: 0001567619-22-012463 · doc1.xml · nonDerivative · entry 4

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 73,404

F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $36.03 to $36.59, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (4).

Read SEC document
June 06, 2022 Filed Jun 7, 2022 17:21 UTC nCino, Inc. NCNO · Entity 4391 SaleCommon Stock 26,722 $35.09 $937,685.67
Disclosure

SEC source: 0001567619-22-012463 · doc1.xml · nonDerivative · entry 3

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 86,682

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $35.00 to $35.40, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (3).

Read SEC document
June 03, 2022 Filed Jun 7, 2022 17:21 UTC nCino, Inc. NCNO · Entity 4391 SaleCommon Stock 2,000 $37.02 $74,035.40
Disclosure

SEC source: 0001567619-22-012463 · doc1.xml · nonDerivative · entry 2

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 113,404

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $36.96 to $37.14, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (2).

Read SEC document
June 03, 2022 Filed Jun 7, 2022 17:21 UTC nCino, Inc. NCNO · Entity 4391 SaleCommon Stock 58,000 $36.36 $2,108,601.60
Disclosure

SEC source: 0001567619-22-012463 · doc1.xml · nonDerivative · entry 1

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 115,404

F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $35.945 to $36.93, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1).

Read SEC document
April 12, 2022 Filed Apr 13, 2022 17:15 UTC nCino, Inc. NCNO · Entity 4391 SaleCommon Stock 4,086 $43.10 $176,106.19
Disclosure

SEC source: 0001567619-22-008492 · doc1.xml · nonDerivative · entry 4

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 173,404

F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $43.00 to $43.29, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (4).

Read SEC document
April 12, 2022 Filed Apr 13, 2022 17:15 UTC nCino, Inc. NCNO · Entity 4391 SaleCommon Stock 5,914 $42.30 $250,187.04
Disclosure

SEC source: 0001567619-22-008492 · doc1.xml · nonDerivative · entry 3

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 177,490

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $42.00 to $42.965, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (3).

Read SEC document
April 11, 2022 Filed Apr 13, 2022 17:15 UTC nCino, Inc. NCNO · Entity 4391 SaleCommon Stock 800 $42.93 $34,347.44
Disclosure

SEC source: 0001567619-22-008492 · doc1.xml · nonDerivative · entry 2

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 183,404

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $42.92 to $42.955, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (2).

Read SEC document
April 11, 2022 Filed Apr 13, 2022 17:15 UTC nCino, Inc. NCNO · Entity 4391 SaleCommon Stock 59,200 $42.38 $2,508,635.52
Disclosure

SEC source: 0001567619-22-008492 · doc1.xml · nonDerivative · entry 1

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 184,204

F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $41.92 to $42.90, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1).

Read SEC document
January 07, 2022 Filed Jan 11, 2022 16:25 UTC nCino, Inc. NCNO · Entity 4391 GrantCommon Stock 2,688 Not disclosed Not disclosed
Disclosure

SEC source: 0001140361-22-001360 · form4.xml · nonDerivative · entry 2

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 243,404

F1 · price: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among nCino, Inc., a Delaware corporation ("old nCino"), Penny HoldCo, Inc., a Delaware corporation and, at the time, a wholly owned subsidiary of old nCino (the "Issuer"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) old nCino merged with a merger sub and survived such merger as a wholly owned subsidiary of the Issuer (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of the Issuer; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of the Issuer (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers").

F2 · price: Upon completion of the Mergers, the Issuer changed its name to nCino, Inc.

F4 · price: Pursuant to the Merger Agreement, at the Effective Time, each restricted stock unit granted by Old nCino ("Old nCino RSU") converted automatically into a restricted stock unit of the Issuer on substantially the same terms and conditions (including vesting and delivery schedule) as applied to such Old nCino RSU immediately prior to the Effective Time.

Read SEC document
January 07, 2022 Filed Jan 11, 2022 16:25 UTC nCino, Inc. NCNO · Entity 4391 GrantCommon Stock 240,716 Not disclosed Not disclosed
Disclosure

SEC source: 0001140361-22-001360 · form4.xml · nonDerivative · entry 1

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 240,716

F1 · price: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among nCino, Inc., a Delaware corporation ("old nCino"), Penny HoldCo, Inc., a Delaware corporation and, at the time, a wholly owned subsidiary of old nCino (the "Issuer"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) old nCino merged with a merger sub and survived such merger as a wholly owned subsidiary of the Issuer (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of the Issuer; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of the Issuer (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers").

F2 · price: Upon completion of the Mergers, the Issuer changed its name to nCino, Inc.

F3 · price: Pursuant to the Merger Agreement, at the effective time of the nCino Merger (the "Effective Time"), each share of old nCino common stock, par value $0.0005 per share, ("Old nCino Shares") converted automatically into one share of common stock, par value $0.0005 per share, of the Issuer ("Shares"). As of January 7, 2022, the closing market price of the old nCino Shares was $50.82.

Read SEC document
January 07, 2022 Filed Jan 11, 2022 16:17 UTC nCino OpCo, Inc. NCNO · Entity 15709 Disposition to issuerCommon Stock 2,688 Not disclosed Not disclosed
Disclosure

SEC source: 0001140361-22-001337 · form4.xml · nonDerivative · entry 2

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · price: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among the Issuer, Penny HoldCo, Inc., a Delaware corporation and a wholly owned subsidiary of the Issuer ("Parent"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) the Issuer merged with a merger sub and survived such merger as a wholly owned subsidiary of Parent (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of Parent; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of Parent (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers"). Upon completion of the Mergers, Parent changed its name to nCino, Inc.

F3 · price: Pursuant to the Merger Agreement, at the Effective Time, these restricted stock units ("RSUs") converted automatically into an award of an equivalent number of Parent restricted stock units on substantially the same terms and conditions (including vesting and delivery schedule) as applied to such RSU immediately prior to the Effective Time.

Read SEC document
January 07, 2022 Filed Jan 11, 2022 16:17 UTC nCino OpCo, Inc. NCNO · Entity 15709 Disposition to issuerCommon Stock 240,716 Not disclosed Not disclosed
Disclosure

SEC source: 0001140361-22-001337 · form4.xml · nonDerivative · entry 1

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,688

F1 · price: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among the Issuer, Penny HoldCo, Inc., a Delaware corporation and a wholly owned subsidiary of the Issuer ("Parent"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) the Issuer merged with a merger sub and survived such merger as a wholly owned subsidiary of Parent (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of Parent; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of Parent (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers"). Upon completion of the Mergers, Parent changed its name to nCino, Inc.

F2 · price: Pursuant to the Merger Agreement, at the effective time of the nCino Merger (the "Effective Time"), these shares of the Issuer's common stock, par value $0.0005 per share, ("Shares") converted automatically into an equivalent number of shares of common stock, par value $0.0005 per share, of Parent ("Parent Shares"). As of January 7, 2022, the closing market price of the Shares was $50.82.

Read SEC document
December 01, 2021 Filed Dec 3, 2021 17:00 UTC nCino OpCo, Inc. NCNO · Entity 15709 SaleCommon Stock 700 $61.71 $43,197.00
Disclosure

SEC source: 0001567619-21-021603 · doc1.xml · nonDerivative · entry 2

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 243,404

F3 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $61.52 to $62.16, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (2).

Read SEC document
December 01, 2021 Filed Dec 3, 2021 17:00 UTC nCino OpCo, Inc. NCNO · Entity 15709 SaleCommon Stock 589 $60.53 $35,652.52
Disclosure

SEC source: 0001567619-21-021603 · doc1.xml · nonDerivative · entry 1

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 244,104

F3 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $60.00 to $60.945, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1).

Read SEC document
November 01, 2021 Filed Nov 3, 2021 17:02 UTC nCino OpCo, Inc. NCNO · Entity 15709 SaleCommon Stock 1,878 $75.42 $141,644.02
Disclosure

SEC source: 0001567619-21-019278 · doc1.xml · nonDerivative · entry 3

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 244,693

F4 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $75.21 to $75.77, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (3).

Read SEC document
November 01, 2021 Filed Nov 3, 2021 17:02 UTC nCino OpCo, Inc. NCNO · Entity 15709 SaleCommon Stock 1,400 $74.57 $104,397.30
Disclosure

SEC source: 0001567619-21-019278 · doc1.xml · nonDerivative · entry 2

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 246,571

F4 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $74.11 to $74.99, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (2).

Read SEC document
November 01, 2021 Filed Nov 3, 2021 17:02 UTC nCino OpCo, Inc. NCNO · Entity 15709 SaleCommon Stock 2,722 $73.78 $200,842.50
Disclosure

SEC source: 0001567619-21-019278 · doc1.xml · nonDerivative · entry 1

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 247,971

F4 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $73.105 to $74.10, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1).

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October 01, 2021 Filed Oct 5, 2021 17:11 UTC nCino OpCo, Inc. NCNO · Entity 15709 SaleCommon Stock 2,093 $72.01 $150,707.09
Disclosure

SEC source: 0001567619-21-017955 · doc1.xml · nonDerivative · entry 3

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 250,693

F4 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $71.89 to $72.20, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (3).

Read SEC document
October 01, 2021 Filed Oct 5, 2021 17:11 UTC nCino OpCo, Inc. NCNO · Entity 15709 SaleCommon Stock 2,273 $71.26 $161,982.84
Disclosure

SEC source: 0001567619-21-017955 · doc1.xml · nonDerivative · entry 2

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 252,786

F4 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $70.865 to $71.84, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (2).

Read SEC document
October 01, 2021 Filed Oct 5, 2021 17:11 UTC nCino OpCo, Inc. NCNO · Entity 15709 SaleCommon Stock 1,634 $70.26 $114,802.06
Disclosure

SEC source: 0001567619-21-017955 · doc1.xml · nonDerivative · entry 1

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 255,059

F4 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $69.83 to $70.82, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1).

Read SEC document
September 02, 2021 Filed Sep 3, 2021 17:01 UTC nCino OpCo, Inc. NCNO · Entity 15709 SaleCommon Stock 978 $74.47 $72,826.87
Disclosure

SEC source: 0001567619-21-016751 · doc1.xml · nonDerivative · entry 6

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 256,693

F7 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

F6 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $74.08 to $74.81, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (6).

Read SEC document
September 02, 2021 Filed Sep 3, 2021 17:01 UTC nCino OpCo, Inc. NCNO · Entity 15709 SaleCommon Stock 1,000 $73.55 $73,554.00
Disclosure

SEC source: 0001567619-21-016751 · doc1.xml · nonDerivative · entry 5

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 257,671

F7 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $73.01 to $73.97, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (5).

Read SEC document
September 02, 2021 Filed Sep 3, 2021 17:01 UTC nCino OpCo, Inc. NCNO · Entity 15709 SaleCommon Stock 1,564 $72.60 $113,545.93
Disclosure

SEC source: 0001567619-21-016751 · doc1.xml · nonDerivative · entry 4

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 258,671

F7 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $71.91 to $72.83, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (4).

Read SEC document
September 02, 2021 Filed Sep 3, 2021 17:01 UTC nCino OpCo, Inc. NCNO · Entity 15709 SaleCommon Stock 458 $71.43 $32,714.39
Disclosure

SEC source: 0001567619-21-016751 · doc1.xml · nonDerivative · entry 3

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 260,235

F7 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $70.90 to $71.86, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (3).

Read SEC document
September 01, 2021 Filed Sep 3, 2021 17:01 UTC nCino OpCo, Inc. NCNO · Entity 15709 SaleCommon Stock 200 $63.31 $12,662.80
Disclosure

SEC source: 0001567619-21-016751 · doc1.xml · nonDerivative · entry 2

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 260,693

F7 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $63.23 to $63.40, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (2).

Read SEC document
September 01, 2021 Filed Sep 3, 2021 17:01 UTC nCino OpCo, Inc. NCNO · Entity 15709 SaleCommon Stock 1,800 $62.91 $113,244.66
Disclosure

SEC source: 0001567619-21-016751 · doc1.xml · nonDerivative · entry 1

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 260,893

F7 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $62.21 to $63.20, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1).

Read SEC document
August 02, 2021 Filed Aug 4, 2021 17:01 UTC nCino OpCo, Inc. NCNO · Entity 15709 SaleCommon Stock 1,700 $64.39 $109,464.87
Disclosure

SEC source: 0001567619-21-014416 · doc1.xml · nonDerivative · entry 2

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 262,693

F3 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $64.05 to $64.69, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (2).

Read SEC document
August 02, 2021 Filed Aug 4, 2021 17:01 UTC nCino OpCo, Inc. NCNO · Entity 15709 SaleCommon Stock 300 $63.14 $18,940.53
Disclosure

SEC source: 0001567619-21-014416 · doc1.xml · nonDerivative · entry 1

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 264,393

F3 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $62.67 to $63.66, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1).

Read SEC document
July 15, 2021 Filed Jul 19, 2021 17:01 UTC nCino OpCo, Inc. NCNO · Entity 15709 GrantCommon Stock 2,688 $0.00 $0.00
Disclosure

SEC source: 0001140361-21-024773 · form4.xml · nonDerivative · entry 1

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 264,693

F1 · shares: These RSUs will vest in full on July 15, 2022, subject to the reporting person's continued service through the applicable vesting date. These RSUs fully vest upon a change in control of the Issuer.

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July 01, 2021 Filed Jul 6, 2021 17:01 UTC nCino OpCo, Inc. NCNO · Entity 15709 SaleCommon Stock 100 $61.61 $6,160.50
Disclosure

SEC source: 0001567619-21-013021 · doc1.xml · nonDerivative · entry 2

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 262,005

F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

Read SEC document
July 01, 2021 Filed Jul 6, 2021 17:01 UTC nCino OpCo, Inc. NCNO · Entity 15709 SaleCommon Stock 1,900 $61.14 $116,171.13
Disclosure

SEC source: 0001567619-21-013021 · doc1.xml · nonDerivative · entry 1

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 262,105

F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $60.60 to $61.49, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1).

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June 08, 2021 Filed Jun 10, 2021 17:37 UTC nCino OpCo, Inc. NCNO · Entity 15709 Exercise / conversionRestricted Stock Units · Derivative 7,500 $0.00 $0.00
Disclosure

SEC source: 0000905148-21-000500 · form4.xml · derivative · entry 2

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 7,500 shares

Expires 2027-06-08

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer ("Share") or, in the Issuer's discretion, an amount of cash equal to the fair market value of the Shares represented by the RSUs on the payment date. These RSUs vested in full on June 8, 2021.

F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer ("Share") or, in the Issuer's discretion, an amount of cash equal to the fair market value of the Shares represented by the RSUs on the payment date. These RSUs vested in full on June 8, 2021.

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June 08, 2021 Filed Jun 10, 2021 17:37 UTC nCino OpCo, Inc. NCNO · Entity 15709 Exercise / conversionCommon Stock 7,500 Not disclosed Not disclosed
Disclosure

SEC source: 0000905148-21-000500 · form4.xml · nonDerivative · entry 1

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 264,005

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer ("Share") or, in the Issuer's discretion, an amount of cash equal to the fair market value of the Shares represented by the RSUs on the payment date. These RSUs vested in full on June 8, 2021.

Read SEC document
June 01, 2021 Filed Jun 3, 2021 17:00 UTC nCino OpCo, Inc. NCNO · Entity 15709 SaleCommon Stock 1,400 $61.65 $86,303.98
Disclosure

SEC source: 0000905148-21-000468 · form4.xml · nonDerivative · entry 2

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 256,505

F3 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $61.40 to $62.02, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (2).

Read SEC document
June 01, 2021 Filed Jun 3, 2021 17:00 UTC nCino OpCo, Inc. NCNO · Entity 15709 SaleCommon Stock 600 $60.70 $36,419.04
Disclosure

SEC source: 0000905148-21-000468 · form4.xml · nonDerivative · entry 1

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 257,905

F3 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $60.36 to $61.07, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1).

Read SEC document
May 03, 2021 Filed May 4, 2021 16:59 UTC nCino OpCo, Inc. NCNO · Entity 15709 SaleCommon Stock 300 $66.23 $19,867.50
Disclosure

SEC source: 0000905148-21-000418 · form4.xml · nonDerivative · entry 4

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 258,505

F5 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $66.03 to $66.505, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (4).

Read SEC document
May 03, 2021 Filed May 4, 2021 16:59 UTC nCino OpCo, Inc. NCNO · Entity 15709 SaleCommon Stock 400 $65.15 $26,059.76
Disclosure

SEC source: 0000905148-21-000418 · form4.xml · nonDerivative · entry 3

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 258,805

F5 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $64.74 to $65.67, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (3).

Read SEC document
May 03, 2021 Filed May 4, 2021 16:59 UTC nCino OpCo, Inc. NCNO · Entity 15709 SaleCommon Stock 300 $64.03 $19,209.99
Disclosure

SEC source: 0000905148-21-000418 · form4.xml · nonDerivative · entry 2

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 259,205

F5 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $63.71 to $64.54, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (2).

Read SEC document
May 03, 2021 Filed May 4, 2021 16:59 UTC nCino OpCo, Inc. NCNO · Entity 15709 SaleCommon Stock 1,000 $62.92 $62,920.20
Disclosure

SEC source: 0000905148-21-000418 · form4.xml · nonDerivative · entry 1

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 259,505

F5 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $62.61 to $63.42, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1).

Read SEC document
April 06, 2021 Filed Apr 7, 2021 21:38 UTC nCino OpCo, Inc. NCNO · Entity 15709 SaleCommon Stock 3,432 $71.86 $246,630.73
Disclosure

SEC source: 0001140361-21-012072 · form4.xml · nonDerivative · entry 4

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 260,505

F5 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

F4 · price: The price reported in Coumn 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $71.29 to $72.22, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (4).

Read SEC document
April 06, 2021 Filed Apr 7, 2021 21:38 UTC nCino OpCo, Inc. NCNO · Entity 15709 SaleCommon Stock 568 $70.57 $40,086.54
Disclosure

SEC source: 0001140361-21-012072 · form4.xml · nonDerivative · entry 3

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 263,937

F5 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $70.08 to $70.90, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (3).

Read SEC document
April 05, 2021 Filed Apr 7, 2021 21:38 UTC nCino OpCo, Inc. NCNO · Entity 15709 SaleCommon Stock 500 $69.27 $34,632.50
Disclosure

SEC source: 0001140361-21-012072 · form4.xml · nonDerivative · entry 2

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 264,505

F5 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $69.16 to $69.465, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (2).

Read SEC document
April 05, 2021 Filed Apr 7, 2021 21:38 UTC nCino OpCo, Inc. NCNO · Entity 15709 SaleCommon Stock 1,500 $68.59 $102,883.50
Disclosure

SEC source: 0001140361-21-012072 · form4.xml · nonDerivative · entry 1

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 265,005

F5 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $68.13 to $69.03, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1).

Read SEC document
January 13, 2021 Filed Jan 15, 2021 21:26 UTC nCino OpCo, Inc. NCNO · Entity 15709 SaleCommon Stock 6,831 $71.46 $488,129.60
Disclosure

SEC source: 0001140361-21-001356 · form4.xml · nonDerivative · entry 3

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 266,505

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $71.35 to $71.79, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (3).

Read SEC document
January 13, 2021 Filed Jan 15, 2021 21:26 UTC nCino OpCo, Inc. NCNO · Entity 15709 SaleCommon Stock 13,101 $70.41 $922,398.18
Disclosure

SEC source: 0001140361-21-001356 · form4.xml · nonDerivative · entry 2

Lunsford Jeffrey W · CIK 0001297515 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 273,336

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $70.20 to $71.02, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (2).

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.