Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Live Oak Bancshares, Inc.LOB · Entity 2023 | Director | May 01, 2026 | June 02, 2026 |
| nCino, Inc.NCNO · Entity 4391 | Director | June 07, 2022 | June 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Voting Common StockSEC Table I · non-derivative | Direct | 12,640 |
Reported balance
After 2026-05-01 transaction · row 1
1 source rowRow 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 security | Direct | 0 |
Reported balance
After 2026-05-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 43,404 |
Reported balance
After 2022-06-07 transaction · row 1
1 source rowRow 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2022-01-07 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-01-07 · Disposition to issuer · Disposed 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
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 |
|---|---|---|---|---|---|---|
| January 13, 2021 Filed Jan 15, 2021 21:26 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | SaleCommon Stock | 4,563 | $69.29 | $316,175.75 |
DisclosureSEC source: 0001140361-21-001356 · form4.xml · nonDerivative · entry 1 Lunsford Jeffrey W · CIK 0001297515 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 286,437 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $69.00 to $69.56, inclusive. The reporting person undertakes to provide to nCino, Inc., any security holder of nCino, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1). Read SEC document |
| January 12, 2021 Filed Jan 13, 2021 21:43 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | SaleCommon Stock | 20,000 | $70.15 | $1,402,974.00 |
DisclosureSEC source: 0001140361-21-001123 · form4.xml · nonDerivative · entry 4 Lunsford Jeffrey W · CIK 0001297515 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 352,500 F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $69.89 to $70.43, 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 |
| January 12, 2021 Filed Jan 15, 2021 21:23 UTC Amendment | nCino OpCo, Inc. NCNO · Entity 15709 | SaleCommon Stock | 20,000 | $70.15 | $1,402,974.00 |
DisclosureSEC source: 0001140361-21-001354 · form4.xml · nonDerivative · entry 4 Lunsford Jeffrey W · CIK 0001297515 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 291,000 F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $69.89 to $70.43, 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). F5 · balance_after: This Form 4 amendment is being filed to correct the amount of securities beneficially owned. Read SEC document |
| January 11, 2021 Filed Jan 13, 2021 21:43 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Exercise / conversionRestricted Stock Units · Derivative | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-001123 · form4.xml · derivative · entry 5 Lunsford Jeffrey W · CIK 0001297515 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,500 shares Expires 2027-06-08 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one Share or, in the Issuer's discretion, an amount of cash equal to the fair market value of the Shares represented by the RSUs on the payment date. These RSUs vested in full upon the effectiveness of the Securities Act registration statement for the Shares, provided that no RSUs can be settled until after the expiration of the lock-up period established in connection with the Issuer's initial public offering. F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive one Share or, in the Issuer's discretion, an amount of cash equal to the fair market value of the Shares represented by the RSUs on the payment date. These RSUs vested in full upon the effectiveness of the Securities Act registration statement for the Shares, provided that no RSUs can be settled until after the expiration of the lock-up period established in connection with the Issuer's initial public offering. Read SEC document |
| January 11, 2021 Filed Jan 13, 2021 21:43 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | SaleCommon Stock | 20,000 | $72.16 | $1,443,168.00 |
DisclosureSEC source: 0001140361-21-001123 · form4.xml · nonDerivative · entry 3 Lunsford Jeffrey W · CIK 0001297515 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 372,500 F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $72.00 to $72.42, 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 (3). Read SEC document |
| January 11, 2021 Filed Jan 13, 2021 21:43 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | SaleCommon Stock | 10,000 | $70.56 | $705,550.00 |
DisclosureSEC source: 0001140361-21-001123 · form4.xml · nonDerivative · entry 2 Lunsford Jeffrey W · CIK 0001297515 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 392,500 F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $70.50 to $70.72, 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 |
| January 11, 2021 Filed Jan 13, 2021 21:43 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Exercise / conversionCommon Stock | 2,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-21-001123 · form4.xml · nonDerivative · entry 1 Lunsford Jeffrey W · CIK 0001297515 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 402,500 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one Share or, in the Issuer's discretion, an amount of cash equal to the fair market value of the Shares represented by the RSUs on the payment date. These RSUs vested in full upon the effectiveness of the Securities Act registration statement for the Shares, provided that no RSUs can be settled until after the expiration of the lock-up period established in connection with the Issuer's initial public offering. Read SEC document |
| January 11, 2021 Filed Jan 15, 2021 21:23 UTC Amendment | nCino OpCo, Inc. NCNO · Entity 15709 | Exercise / conversionRestricted Stock Units · Derivative | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-001354 · form4.xml · derivative · entry 5 Lunsford Jeffrey W · CIK 0001297515 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,500 shares Expires 2027-06-08 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one Share or, in the Issuer's discretion, an amount of cash equal to the fair market value of the Shares represented by the RSUs on the payment date. These RSUs vested in full upon the effectiveness of the Securities Act registration statement for the Shares, provided that no RSUs can be settled until after the expiration of the lock-up period established in connection with the Issuer's initial public offering. F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive one Share or, in the Issuer's discretion, an amount of cash equal to the fair market value of the Shares represented by the RSUs on the payment date. These RSUs vested in full upon the effectiveness of the Securities Act registration statement for the Shares, provided that no RSUs can be settled until after the expiration of the lock-up period established in connection with the Issuer's initial public offering. Read SEC document |
| January 11, 2021 Filed Jan 15, 2021 21:23 UTC Amendment | nCino OpCo, Inc. NCNO · Entity 15709 | SaleCommon Stock | 20,000 | $72.16 | $1,443,168.00 |
DisclosureSEC source: 0001140361-21-001354 · form4.xml · nonDerivative · entry 3 Lunsford Jeffrey W · CIK 0001297515 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 311,000 F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $72.00 to $72.42, 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 (3). F5 · balance_after: This Form 4 amendment is being filed to correct the amount of securities beneficially owned. Read SEC document |
| January 11, 2021 Filed Jan 15, 2021 21:23 UTC Amendment | nCino OpCo, Inc. NCNO · Entity 15709 | SaleCommon Stock | 10,000 | $70.56 | $705,550.00 |
DisclosureSEC source: 0001140361-21-001354 · form4.xml · nonDerivative · entry 2 Lunsford Jeffrey W · CIK 0001297515 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 331,000 F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $70.50 to $70.72, 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). F5 · balance_after: This Form 4 amendment is being filed to correct the amount of securities beneficially owned. Read SEC document |
| January 11, 2021 Filed Jan 15, 2021 21:23 UTC Amendment | nCino OpCo, Inc. NCNO · Entity 15709 | Exercise / conversionCommon Stock | 2,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-21-001354 · form4.xml · nonDerivative · entry 1 Lunsford Jeffrey W · CIK 0001297515 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 341,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one Share or, in the Issuer's discretion, an amount of cash equal to the fair market value of the Shares represented by the RSUs on the payment date. These RSUs vested in full upon the effectiveness of the Securities Act registration statement for the Shares, provided that no RSUs can be settled until after the expiration of the lock-up period established in connection with the Issuer's initial public offering. F5 · balance_after: This Form 4 amendment is being filed to correct the amount of securities beneficially owned. Read SEC document |
| October 13, 2020 Filed Oct 13, 2020 17:00 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | SaleCommon Stock | 61,500 | $72.00 | $4,428,000.00 |
DisclosureSEC source: 0001140361-20-022924 · form4.xml · nonDerivative · entry 1 Lunsford Jeffrey W · CIK 0001297515 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 338,500 Read SEC document |
| June 08, 2020 Filed Oct 13, 2020 17:00 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | GrantRestricted Stock Units · Derivative | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-20-022924 · form4.xml · derivative · entry 3 Lunsford Jeffrey W · CIK 0001297515 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 Underlying: Common Stock · 2,500 shares Expires 2027-06-08 F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one Share or, in the Issuer's discretion, an amount of cash equal to the fair market value of the Shares represented by the RSUs on the payment date. These RSUs vested in full upon the effectiveness of the Securities Act registration statement for the Shares, provided that no RSUs can be settled until after the expiration of the lock-up period established in connection with the Issuer's initial public offering. F3 · kind: This transaction occurred prior to the Issuer's initial public offering and is being reported on Form 4 solely for purposes of compliance with Rule 16a-2(a) under the Securities Exchange Act of 1934, as amended. The securities covered by such transaction were previously included on the Reporting Person's Form 3. F2 · derivative.exercise_date: Each RSU represents a contingent right to receive one Share or, in the Issuer's discretion, an amount of cash equal to the fair market value of the Shares represented by the RSUs on the payment date. These RSUs vested in full upon the effectiveness of the Securities Act registration statement for the Shares, provided that no RSUs can be settled until after the expiration of the lock-up period established in connection with the Issuer's initial public offering. Read SEC document |
| June 08, 2020 Filed Oct 13, 2020 17:00 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | GrantRestricted Stock Units · Derivative | 7,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-20-022924 · form4.xml · derivative · entry 2 Lunsford Jeffrey W · CIK 0001297515 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 Underlying: Common Stock · 7,500 shares Expires 2027-06-08 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 vest in full on June 8, 2021, subject to the reporting person's continued service through the applicable vesting date, and provided that no RSUs can be settled until after the expiration of the lock-up period established in connection with the Issuer's initial public offering. These RSUs fully vest upon a change in control of the Issuer. F3 · kind: This transaction occurred prior to the Issuer's initial public offering and is being reported on Form 4 solely for purposes of compliance with Rule 16a-2(a) under the Securities Exchange Act of 1934, as amended. The securities covered by such transaction were previously included on the Reporting Person's Form 3. 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 vest in full on June 8, 2021, subject to the reporting person's continued service through the applicable vesting date, and provided that no RSUs can be settled until after the expiration of the lock-up period established in connection with the Issuer's initial public offering. These RSUs fully vest upon a change in control of the Issuer. 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.