Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Q2 Holdings, Inc.QTWO · Entity 4051 | Chief Delivery Officer | March 11, 2026 | March 13, 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 March 11, 2026 · Filed March 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 133,128 |
Ending reported balance
After 2026-03-11 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2026-03-11 · Sale · Disposed 8,924 · Balance 75,312 F1: The sale reported was effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on May 19, 2025. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.64 to $51.96 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. Row 2 · 2026-03-11 · Grant · Acquired 28,908 · Balance 104,220 F3: The restricted stock units vest 25% starting March 3, 2027, with the remaining units vesting in equal quarterly installments over the subsequent three years. Row 3 · 2026-03-11 · Grant · Acquired 11,562 · Balance 115,782 F4: 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. Row 4 · 2026-03-11 · Grant · Acquired 11,562 · Balance 127,344 F5: 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. Row 5 · 2026-03-11 · Grant · Acquired 5,784 · Balance 133,128 F6: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: The sale reported was effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on May 19, 2025.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.64 to $51.96 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.
F3: The restricted stock units vest 25% starting March 3, 2027, with the remaining units vesting in equal quarterly installments over the subsequent three years.
F4: 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.
F5: 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.
F6: 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.
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 |
|---|---|---|---|---|---|---|
| August 21, 2018 Filed Aug 23, 2018 22:02 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 4,688 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-18-000087 · wf-form4_153506172917719.xml · derivative · entry 3 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,688 shares Expires 2021-01-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: This option grant vested as to 1/4 of the total option grant on January 24, 2016, and thereafter as to 1/32 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| August 21, 2018 Filed Aug 23, 2018 22:02 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Tax withholdingCommon Stock | 652 | $60.05 | $39,152.60 |
DisclosureSEC source: 0001410384-18-000087 · wf-form4_153506172917719.xml · nonDerivative · entry 2 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,747 Read SEC document |
| August 21, 2018 Filed Aug 23, 2018 22:02 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 4,688 | $8.35 | $39,144.80 |
DisclosureSEC source: 0001410384-18-000087 · wf-form4_153506172917719.xml · nonDerivative · entry 1 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,399 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 30, 2018 Filed May 31, 2018 21:26 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 14,071 | $0.00 Strike: $20.19 | $0.00 |
DisclosureSEC source: 0001410384-18-000063 · wf-form4_152780193048901.xml · derivative · entry 6 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,929 Underlying: Common Stock · 14,071 shares Expires 2022-02-20 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. F5 · derivative.exercise_date: This option grant vested as to 1/4 of the total option grant on February 20, 2016, and thereafter as to 1/48 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| May 29, 2018 Filed May 31, 2018 21:26 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 5,929 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-18-000063 · wf-form4_152780193048901.xml · derivative · entry 5 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,688 Underlying: Common Stock · 5,929 shares Expires 2021-01-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: This option grant vested as to 1/4 of the total option grant on January 24, 2016, and thereafter as to 1/32 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| May 29, 2018 Filed May 31, 2018 21:26 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 14,071 | $58.01 | $816,258.71 |
DisclosureSEC source: 0001410384-18-000063 · wf-form4_152780193048901.xml · nonDerivative · entry 4 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,711 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $57.65 to $58.70 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 |
| May 29, 2018 Filed May 31, 2018 21:26 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 14,071 | $20.19 | $284,093.49 |
DisclosureSEC source: 0001410384-18-000063 · wf-form4_152780193048901.xml · nonDerivative · entry 3 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,782 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 29, 2018 Filed May 31, 2018 21:26 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 5,929 | $57.25 | $339,435.25 |
DisclosureSEC source: 0001410384-18-000063 · wf-form4_152780193048901.xml · nonDerivative · entry 2 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,711 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.85 to $57.70 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 |
| May 29, 2018 Filed May 31, 2018 21:26 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 5,929 | $8.35 | $49,507.15 |
DisclosureSEC source: 0001410384-18-000063 · wf-form4_152780193048901.xml · nonDerivative · entry 1 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,640 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. Read SEC document |
| March 08, 2018 Filed Mar 12, 2018 23:32 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 14,170 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-18-000037 · wf-form4_152089756441519.xml · nonDerivative · entry 2 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,711 F2 · shares: Shares of stock acquired represent shares underlying Restricted Stock Units. The Restricted Stock Units vest annually in four equal installments beginning March 3, 2019. Read SEC document |
| March 08, 2018 Filed Mar 12, 2018 23:32 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 14,170 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-18-000037 · wf-form4_152089756441519.xml · nonDerivative · entry 1 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,541 F1 · shares: Represents a grant of performance-based restricted stock units ("Units") under the 2014 Equity Incentive Plan. The target number of Units is presented in the table ("Target Amount"). Subject to continued employment, one-third (1/3) of the Target Amount is scheduled to vest annually ("Scheduled Amount"), on or about March 8th of each of 2019, 2020 and 2021. In each of the first two years the number of Units that actually vests will be 0% to 100% of the Scheduled Amount, and in the third year the number of Units that actually will vest will be 0% to 200% of the Target Amount, less the amount of any vesting in the first two years, 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. The maximum number of Units that may vest over three years is 200% of the Target Amount. Vested Units will be paid in an equal number of shares of Q2 Holdings, Inc. common stock. Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 22:04 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-18-000030 · wf-form4_151994185286951.xml · derivative · entry 3 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,617 Underlying: Common Stock · 10,000 shares Expires 2021-01-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: This option grant vested as to 1/4 of the total option grant on January 24, 2016, and thereafter as to 1/32 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 22:04 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 10,000 | $46.48 | $464,800.00 |
DisclosureSEC source: 0001410384-18-000030 · wf-form4_151994185286951.xml · nonDerivative · entry 2 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,371 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.775 to $46.95 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 27, 2018 Filed Mar 1, 2018 22:04 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 10,000 | $8.35 | $83,500.00 |
DisclosureSEC source: 0001410384-18-000030 · wf-form4_151994185286951.xml · nonDerivative · entry 1 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,371 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 21, 2018 Filed Feb 22, 2018 23:25 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 6,237 | $43.33 | $270,249.21 |
DisclosureSEC source: 0001410384-18-000026 · wf-form4_151934189155589.xml · nonDerivative · entry 2 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,371 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. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $42.50 to $44.80 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 23:25 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 3,800 | $44.61 | $169,518.00 |
DisclosureSEC source: 0001410384-18-000026 · wf-form4_151934189155589.xml · nonDerivative · entry 1 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,608 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 $44.20 to $45.00 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| January 24, 2018 Filed Jan 26, 2018 23:46 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 10,000 | $39.04 | $390,400.00 |
DisclosureSEC source: 0001410384-18-000003 · wf-form4_151701037899402.xml · nonDerivative · entry 1 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,408 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $38.275 to $39.50 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 27, 2017 Filed Nov 29, 2017 23:01 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 7,100 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-17-000162 · wf-form4_151199650387734.xml · derivative · entry 3 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,617 Underlying: Common Stock · 7,100 shares Expires 2021-01-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: This option grant vested as to 1/4 of the total option grant on January 24, 2016, and thereafter as to 1/32 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| November 27, 2017 Filed Nov 29, 2017 23:01 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Tax withholdingCommon Stock | 1,386 | $42.80 | $59,320.80 |
DisclosureSEC source: 0001410384-17-000162 · wf-form4_151199650387734.xml · nonDerivative · entry 2 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,408 Read SEC document |
| November 27, 2017 Filed Nov 29, 2017 23:01 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 7,100 | $8.35 | $59,285.00 |
DisclosureSEC source: 0001410384-17-000162 · wf-form4_151199650387734.xml · nonDerivative · entry 1 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,794 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 17, 2017 Filed Nov 17, 2017 23:06 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | $8.35 Strike: $8.35 | $83,500.00 |
DisclosureSEC source: 0001410384-17-000160 · wf-form4_151096000605887.xml · derivative · entry 3 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,717 Underlying: Common Stock · 10,000 shares Expires 2021-01-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: This option grant vested as to 1/4 of the total option grant on January 24, 2016, and thereafter as to 1/32 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| November 17, 2017 Filed Nov 17, 2017 23:06 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 10,000 | $43.14 | $431,400.00 |
DisclosureSEC source: 0001410384-17-000160 · wf-form4_151096000605887.xml · nonDerivative · entry 2 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,694 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $42.60 to $43.925 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 17, 2017 Filed Nov 17, 2017 23:06 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 10,000 | $8.35 | $83,500.00 |
DisclosureSEC source: 0001410384-17-000160 · wf-form4_151096000605887.xml · nonDerivative · entry 1 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,694 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 25, 2017 Filed Oct 27, 2017 22:19 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | $8.35 Strike: $8.35 | $83,500.00 |
DisclosureSEC source: 0001410384-17-000134 · wf-form4_150914272629946.xml · derivative · entry 3 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,717 Underlying: Common Stock · 10,000 shares Expires 2021-01-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: This option grant vested as to 1/4 of the total option grant on January 24, 2016, and thereafter as to 1/32 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| October 25, 2017 Filed Oct 27, 2017 22:19 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 10,000 | $41.50 | $415,000.00 |
DisclosureSEC source: 0001410384-17-000134 · wf-form4_150914272629946.xml · nonDerivative · entry 2 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,694 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $41.175 to $41.90 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| October 25, 2017 Filed Oct 27, 2017 22:19 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 10,000 | $8.35 | $83,500.00 |
DisclosureSEC source: 0001410384-17-000134 · wf-form4_150914272629946.xml · nonDerivative · entry 1 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,694 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 23, 2017 Filed Aug 25, 2017 22:19 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | $8.35 Strike: $8.35 | $83,500.00 |
DisclosureSEC source: 0001410384-17-000121 · wf-form4_150369953972305.xml · derivative · entry 3 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,717 Underlying: Common Stock · 10,000 shares Expires 2021-01-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: This option grant vested as to 1/4 of the total option grant on January 24, 2016, and thereafter as to 1/32 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| August 23, 2017 Filed Aug 25, 2017 22:19 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 10,000 | $39.42 | $394,200.00 |
DisclosureSEC source: 0001410384-17-000121 · wf-form4_150369953972305.xml · nonDerivative · entry 2 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,694 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $39.00 to $40.80 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 23, 2017 Filed Aug 25, 2017 22:19 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 10,000 | $8.35 | $83,500.00 |
DisclosureSEC source: 0001410384-17-000121 · wf-form4_150369953972305.xml · nonDerivative · entry 1 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,694 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 26, 2017 Filed Jul 28, 2017 21:07 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | $8.35 Strike: $8.35 | $83,500.00 |
DisclosureSEC source: 0001410384-17-000109 · wf-form4_150127603293721.xml · derivative · entry 3 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,717 Underlying: Common Stock · 10,000 shares Expires 2021-01-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: This option grant vested as to 1/4 of the total option grant on January 24, 2016, and thereafter as to 1/32 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| July 26, 2017 Filed Jul 28, 2017 21:07 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 10,000 | $38.63 | $386,300.00 |
DisclosureSEC source: 0001410384-17-000109 · wf-form4_150127603293721.xml · nonDerivative · entry 2 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,694 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $38.40 to $38.80 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| July 26, 2017 Filed Jul 28, 2017 21:07 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 10,000 | $8.35 | $83,500.00 |
DisclosureSEC source: 0001410384-17-000109 · wf-form4_150127603293721.xml · nonDerivative · entry 1 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,694 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 30, 2017 Filed Jun 1, 2017 22:25 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 6,033 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-17-000080 · wf-form4_149635594297902.xml · derivative · entry 5 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,717 Underlying: Common Stock · 6,033 shares Expires 2021-01-24 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. F2 · derivative.exercise_date: This option grant vested as to 1/4 of the total option grant on January 24, 2016, and thereafter as to 1/32 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| May 30, 2017 Filed Jun 1, 2017 22:25 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 7,467 | $0.00 Strike: $6.57 | $0.00 |
DisclosureSEC source: 0001410384-17-000080 · wf-form4_149635594297902.xml · derivative · entry 4 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,467 shares Expires 2019-11-07 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: This option grant vested as to 1/4 of the total option grant on November 7, 2013, and thereafter as to 1/48 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| May 30, 2017 Filed Jun 1, 2017 22:25 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Tax withholdingCommon Stock | 2,505 | $39.70 | $99,448.50 |
DisclosureSEC source: 0001410384-17-000080 · wf-form4_149635594297902.xml · nonDerivative · entry 3 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,694 Read SEC document |
| May 30, 2017 Filed Jun 1, 2017 22:25 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 6,033 | $8.35 | $50,375.55 |
DisclosureSEC source: 0001410384-17-000080 · wf-form4_149635594297902.xml · nonDerivative · entry 2 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,199 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 30, 2017 Filed Jun 1, 2017 22:25 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 7,467 | $6.57 | $49,058.19 |
DisclosureSEC source: 0001410384-17-000080 · wf-form4_149635594297902.xml · nonDerivative · entry 1 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,166 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 25, 2017 Filed May 30, 2017 20:26 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 7,500 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-17-000079 · wf-form4_149617598376415.xml · derivative · entry 3 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,750 Underlying: Common Stock · 7,500 shares Expires 2021-01-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: This option grant vested as to 1/4 of the total option grant on January 24, 2016, and thereafter as to 1/32 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| May 25, 2017 Filed May 30, 2017 20:26 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 7,500 | $39.76 | $298,200.00 |
DisclosureSEC source: 0001410384-17-000079 · wf-form4_149617598376415.xml · nonDerivative · entry 2 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,699 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $39.425 to $39.95 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 25, 2017 Filed May 30, 2017 20:26 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 7,500 | $8.35 | $62,625.00 |
DisclosureSEC source: 0001410384-17-000079 · wf-form4_149617598376415.xml · nonDerivative · entry 1 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,199 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 26, 2017 Filed Apr 28, 2017 21:06 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 7,500 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-17-000060 · wf-form4_149341358030096.xml · derivative · entry 3 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,250 Underlying: Common Stock · 7,500 shares Expires 2021-01-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: This option grant vested as to 1/4 of the total option grant on January 24, 2016, and thereafter as to 1/32 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| April 26, 2017 Filed Apr 28, 2017 21:06 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 7,500 | $38.22 | $286,650.00 |
DisclosureSEC source: 0001410384-17-000060 · wf-form4_149341358030096.xml · nonDerivative · entry 2 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,699 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.95 to $38.625 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| April 26, 2017 Filed Apr 28, 2017 21:06 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 7,500 | $8.35 | $62,625.00 |
DisclosureSEC source: 0001410384-17-000060 · wf-form4_149341358030096.xml · nonDerivative · entry 1 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,199 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 23, 2017 Filed Feb 24, 2017 21:09 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 7,500 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-17-000027 · wf-form4_148797053956351.xml · derivative · entry 3 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,750 Underlying: Common Stock · 7,500 shares Expires 2021-01-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: This option grant vested as to 1/4 of the total option grant on January 24, 2016, and thereafter as to 1/32 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| February 23, 2017 Filed Feb 24, 2017 21:09 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 7,500 | $35.81 | $268,575.00 |
DisclosureSEC source: 0001410384-17-000027 · wf-form4_148797053956351.xml · nonDerivative · entry 2 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,699 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.15 to $36.375 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 23, 2017 Filed Feb 24, 2017 21:09 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 7,500 | $8.35 | $62,625.00 |
DisclosureSEC source: 0001410384-17-000027 · wf-form4_148797053956351.xml · nonDerivative · entry 1 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,199 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 21, 2017 Filed Feb 22, 2017 22:51 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantStock Option (right to buy) · Derivative | 27,340 | $0.00 Strike: $35.80 | $0.00 |
DisclosureSEC source: 0001410384-17-000026 · wf-form4_148780390434771.xml · derivative · entry 4 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,340 Underlying: Common Stock · 27,340 shares Expires 2024-02-21 F6 · derivative.exercise_date: This option grant vests as to 1/4 of the total option grant on February 21, 2018, and thereafter as to 1/48 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| February 21, 2017 Filed Feb 22, 2017 22:51 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 10,950 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-17-000026 · wf-form4_148780390434771.xml · nonDerivative · entry 3 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,699 F5 · shares: Shares of stock acquired represent shares underlying Restricted Stock Units. The Restricted Stock Units vest annually in four equal installments beginning February 20, 2018. Read SEC document |
| February 21, 2017 Filed Feb 22, 2017 22:51 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 3,500 | $35.67 | $124,845.00 |
DisclosureSEC source: 0001410384-17-000026 · wf-form4_148780390434771.xml · nonDerivative · entry 2 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,749 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. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.50 to $36.00 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 17, 2017 Filed Feb 22, 2017 22:51 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 3,800 | $35.73 | $135,774.00 |
DisclosureSEC source: 0001410384-17-000026 · wf-form4_148780390434771.xml · nonDerivative · entry 1 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,249 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 $35.30 to $36.05 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.