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 |
|---|---|---|---|---|---|---|
| January 26, 2017 Filed Jan 28, 2017 02:24 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: 0001410384-17-000004 · wf-form4_148557024355072.xml · derivative · entry 3 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,250 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 |
| January 26, 2017 Filed Jan 28, 2017 02:24 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 7,500 | $32.85 | $246,375.00 |
DisclosureSEC source: 0001410384-17-000004 · wf-form4_148557024355072.xml · nonDerivative · entry 2 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,049 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 $32.60 to $33.20 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 26, 2017 Filed Jan 28, 2017 02:24 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 7,500 | $8.35 | $62,625.00 |
DisclosureSEC source: 0001410384-17-000004 · wf-form4_148557024355072.xml · nonDerivative · entry 1 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,549 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 |
| December 05, 2016 Filed Dec 6, 2016 22:47 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 7,500 | $0.00 Strike: $6.57 | $0.00 |
DisclosureSEC source: 0001410384-16-000347 · wf-form4_148106445651607.xml · derivative · entry 2 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,467 Underlying: Common Stock · 7,500 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 |
| December 05, 2016 Filed Dec 6, 2016 22:47 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 7,500 | $6.57 | $49,275.00 |
DisclosureSEC source: 0001410384-16-000347 · wf-form4_148106445651607.xml · nonDerivative · entry 1 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,049 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 11, 2016 Filed Nov 15, 2016 21:23 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-16-000337 · wf-form4_147924502635033.xml · derivative · entry 3 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,750 Underlying: Common Stock · 15,000 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 11, 2016 Filed Nov 15, 2016 21:23 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 15,000 | $30.98 | $464,700.00 |
DisclosureSEC source: 0001410384-16-000337 · wf-form4_147924502635033.xml · nonDerivative · entry 2 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,549 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.75 to $31.70 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 11, 2016 Filed Nov 15, 2016 21:23 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 15,000 | $8.35 | $125,250.00 |
DisclosureSEC source: 0001410384-16-000337 · wf-form4_147924502635033.xml · nonDerivative · entry 1 Breeden John E · CIK 0001597609 · EVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,549 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.