Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Q2 Holdings, Inc.QTWO · Entity 4051 | Director · Chief Executive 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 | 675,918 |
Ending reported balance
After 2026-03-11 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-03-11 · Grant · Acquired 96,358 · Balance 579,560 F1: 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 2 · 2026-03-11 · Grant · Acquired 38,542 · Balance 618,102 F2: 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 3 · 2026-03-11 · Grant · Acquired 38,542 · Balance 656,644 F3: 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 4 · 2026-03-11 · Grant · Acquired 19,274 · Balance 675,918 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 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 restricted stock units vest 25% starting March 3, 2027, with the remaining units vesting in equal quarterly installments over the subsequent three years.
F2: 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.
F3: 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.
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 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 |
|---|---|---|---|---|---|---|
| March 11, 2026 Filed Mar 13, 2026 20:15 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 19,274 | $0.00 | $0.00 |
DisclosureSEC source: 0001597592-26-000006 · wk-form4_1773432956.xml · nonDerivative · entry 4 Flake Matthew P · CIK 0001597592 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 675,918 F4 · shares: Represents the target number of shares that may be earned ("Target Amount") pursuant to performance-based restricted stock units ("Units") under the 2023 Equity Incentive Plan, with vesting dependent upon Q2's attainment relative to target performance of Q2's common stock price as compared to the S&P Software & Services Select Index, as more specifically set forth in the grant agreement. Subject to continued employment, attainment will be determined on the third anniversary of the date of grant, with 0% to 200% of the Target Amount vesting on such date depending on the level of attainment. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 20:15 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 38,542 | $0.00 | $0.00 |
DisclosureSEC source: 0001597592-26-000006 · wk-form4_1773432956.xml · nonDerivative · entry 3 Flake Matthew P · CIK 0001597592 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 656,644 F3 · shares: Represents the target number of shares that may be earned ("Target Amount") pursuant to performance-based restricted stock units ("Units") under the 2023 Equity Incentive Plan, with vesting dependent upon Q2's attainment relative to a target performance metric for Subscription Revenue Year over Year Growth Revenue for the 12 months ending December 31, 2027, as more specifically set forth in the grant agreement. Subject to continued employment, attainment will be determined on the second anniversary of the date of grant, with any earned shares up to 100% of the Target Amount vesting on such date, and any shares issuable pursuant to above-target attainment vesting on the third anniversary of the grant date. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 20:15 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 38,542 | $0.00 | $0.00 |
DisclosureSEC source: 0001597592-26-000006 · wk-form4_1773432956.xml · nonDerivative · entry 2 Flake Matthew P · CIK 0001597592 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 618,102 F2 · shares: Represents the target number of shares that may be earned ("Target Amount") pursuant to performance-based restricted stock units ("Units") under the 2023 Equity Incentive Plan, with vesting dependent upon Q2's attainment relative to a target performance metric for Adjusted EBITDA as a percentage of Revenue for the 12 months ending December 31, 2027, as more specifically set forth in the grant agreement. Subject to continued employment, attainment will be determined on the second anniversary of the date of grant, with any earned shares up to 100% of the Target Amount vesting on such date, and any shares issuable pursuant to above-target attainment vesting on the third anniversary of the grant date. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 20:15 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 96,358 | $0.00 | $0.00 |
DisclosureSEC source: 0001597592-26-000006 · wk-form4_1773432956.xml · nonDerivative · entry 1 Flake Matthew P · CIK 0001597592 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 579,560 F1 · shares: The restricted stock units vest 25% starting March 3, 2027, with the remaining units vesting in equal quarterly installments over the subsequent three years. Read SEC document |
| March 09, 2026 Filed Mar 11, 2026 20:18 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 20,613 | $51.35 | $1,058,477.55 |
DisclosureSEC source: 0001597592-26-000004 · wk-form4_1773260313.xml · nonDerivative · entry 1 Flake Matthew P · CIK 0001597592 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 483,202 F1 · kind: The sale reported on this Form 4 represents an Issuer mandated sale by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of Restricted Stock Units, and it does not represent a discretionary trade by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.34 to $51.70 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 04, 2026 Filed Mar 5, 2026 01:04 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 91,590 | $49.75 | $4,556,602.50 |
DisclosureSEC source: 0001597592-26-000002 · wk-form4_1772672638.xml · nonDerivative · entry 4 Flake Matthew P · CIK 0001597592 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 503,815 F2 · kind: The sale reported on this Form 4 represents an Issuer mandated sale by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of Restricted Stock Units, and it does not represent a discretionary trade by the Reporting Person. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.75 to $50.05 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 01:04 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 65,602 | $0.00 | $0.00 |
DisclosureSEC source: 0001597592-26-000002 · wk-form4_1772672638.xml · nonDerivative · entry 3 Flake Matthew P · CIK 0001597592 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 595,405 F3 · shares: Represents shares received, in excess of the target number ("Target Amount") of shares previously reported on Form 4, upon the final vesting of performance-based restricted stock units originally granted on March 2, 2023 ("Units"). As previously disclosed, subject to continued employment, on the third anniversary the number of Units that actually could vest would be up to 200% of the Target Amount, in each case depending upon the performance of Q2 Holdings, Inc.'s common stock price as compared to the S&P Software & Services Industry Index, as more specifically set forth in the grant agreement. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 01:04 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 26,921 | $49.72 | $1,338,512.12 |
DisclosureSEC source: 0001597592-26-000002 · wk-form4_1772672638.xml · nonDerivative · entry 2 Flake Matthew P · CIK 0001597592 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 529,803 F2 · kind: The sale reported on this Form 4 represents an Issuer mandated sale by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of Restricted Stock Units, and it does not represent a discretionary trade by the Reporting Person. Read SEC document |
| March 02, 2026 Filed Mar 5, 2026 01:04 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 71,058 | $0.00 | $0.00 |
DisclosureSEC source: 0001597592-26-000002 · wk-form4_1772672638.xml · nonDerivative · entry 1 Flake Matthew P · CIK 0001597592 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 556,724 F1 · shares: Represents shares received, in excess of the target number ("Target Amount") of shares previously reported on Form 4, upon the final vesting of performance-based restricted stock units originally granted on March 2, 2023 ("Units"). As previously disclosed, subject to continued employment, up to 100% of the Target Amount of shares was scheduled to vest on the second anniversary, with the performance multiplier shares schedule to vest on the third anniversary. On the second year the number of Units that actually vested was to be up to 100% of the Target Amount, and in the third year the number of Units that actually could vest would be up to 200% of the Target Amount, in each case depending upon the performance of Q2 Holdings, Inc.'s Adjusted EBITDA of Revenue, as more specifically set forth in the grant agreement. Read SEC document |
| April 01, 2025 Filed Apr 2, 2025 20:46 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 36,023 | $80.35 | $2,894,448.05 |
DisclosureSEC source: 0001410384-25-000083 · wk-form4_1743626791.xml · nonDerivative · entry 1 Flake Matthew P · CIK 0001597592 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 485,666 F1 · kind: The sale reported was effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on November 12, 2024. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $78.40 to $81.41 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 13, 2025 Filed Mar 13, 2025 21:35 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 57,025 | $72.90 | $4,157,122.50 |
DisclosureSEC source: 0001410384-25-000077 · wk-form4_1741901733.xml · nonDerivative · entry 3 Flake Matthew P · CIK 0001597592 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 521,689 F3 · kind: The sale reported was effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on November 12, 2024. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $72.08 to $73.68 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 12, 2025 Filed Mar 13, 2025 21:35 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 35,723 | $74.12 | $2,647,788.76 |
DisclosureSEC source: 0001410384-25-000077 · wk-form4_1741901733.xml · nonDerivative · entry 2 Flake Matthew P · CIK 0001597592 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 578,714 F2 · kind: The sale reported on this Form 4 represents an Issuer mandated sale by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of Restricted Stock Units, and it does not represent a discretionary trade by the Reporting Person. Read SEC document |
| March 11, 2025 Filed Mar 13, 2025 21:35 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 38,814 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-25-000077 · wk-form4_1741901733.xml · nonDerivative · entry 1 Flake Matthew P · CIK 0001597592 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 614,437 F1 · shares: Represents shares received, in excess of the target number ("Target Amount") of shares previously reported on Form 4, upon the final vesting of performance-based restricted stock units originally granted on March 10, 2022 ("Units"). As previously disclosed, subject to continued employment, one-third (1/3) of the Target Amount of shares was scheduled to vest on the second anniversary and the remaining two-thirds (2/3) on the third anniversary. On the second year the number of Units that actually vested was to be up to one-third (1/3) of the Target Amount, and in the third year the number of Units that actually could vest would be up to 200% of the Target Amount, less the amount of any vesting in the second year, in each case depending upon the performance of Q2 Holdings, Inc.'s common stock price as compared to the Russell 2000 Index, as more specifically set forth in the grant agreement. Read SEC document |
| March 06, 2025 Filed Mar 10, 2025 20:09 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 30,443 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-25-000050 · wk-form4_1741637358.xml · nonDerivative · entry 4 Flake Matthew P · CIK 0001597592 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 575,623 F5 · kind: Represents the target number of shares that may be earned ("Target Amount") pursuant to performance-based restricted stock units ("Units") under the 2023 Equity Incentive Plan, with vesting dependent upon Q2's attainment relative to target performance of Q2's common stock price as compared to the S&P Software & Services Select Index, as more specifically set forth in the grant agreement. Subject to continued employment, attainment will be determined on the third anniversary of the date of grant, with 0% to 200% of the Target Amount vesting on such date depending on the level of attainment. Read SEC document |
| March 06, 2025 Filed Mar 10, 2025 20:09 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 30,444 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-25-000050 · wk-form4_1741637358.xml · nonDerivative · entry 3 Flake Matthew P · CIK 0001597592 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 545,180 F4 · kind: Represents the target number of shares that may be earned ("Target Amount") pursuant to performance-based restricted stock units ("Units") under the 2023 Equity Incentive Plan, with vesting dependent upon Q2's attainment relative to a target performance metric for Adjusted EBITDA as a percentage of Non-GAAP Revenue for the 12 months ending December 31, 2026, as more specifically set forth in the grant agreement. Subject to continued employment, attainment will be determined on the second anniversary of the date of grant, with any earned shares up to 100% of the Target Amount vesting on such date, and any shares issuable pursuant to above-target attainment vesting on the third anniversary of the grant date. Read SEC document |
| March 06, 2025 Filed Mar 10, 2025 20:09 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 60,887 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-25-000050 · wk-form4_1741637358.xml · nonDerivative · entry 2 Flake Matthew P · CIK 0001597592 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 514,736 F3 · kind: Shares of stock acquired represent shares underlying Restricted Stock Units. The Restricted Stock Units vest annually in four equal installments beginning March 3, 2026. Read SEC document |
| March 06, 2025 Filed Mar 10, 2025 20:09 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 56,799 | $78.28 | $4,446,225.72 |
DisclosureSEC source: 0001410384-25-000050 · wk-form4_1741637358.xml · nonDerivative · entry 1 Flake Matthew P · CIK 0001597592 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 453,849 F1 · kind: The sale reported was effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on November 12, 2024. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $76.84 to $80.62 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 04, 2025 Filed Mar 6, 2025 21:23 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 65,063 | $80.89 | $5,262,946.07 |
DisclosureSEC source: 0001410384-25-000046 · wk-form4_1741296185.xml · nonDerivative · entry 1 Flake Matthew P · CIK 0001597592 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 510,648 F1 · kind: The sale reported on this Form 4 represents an Issuer mandated sale by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of Restricted Stock Units, and it does not represent a discretionary trade by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $80.8762 to $81.2473 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 14, 2024 Filed Mar 14, 2024 21:08 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 8,820 | $49.58 | $437,295.60 |
DisclosureSEC source: 0001410384-24-000057 · wk-form4_1710450483.xml · nonDerivative · entry 2 Flake Matthew P · CIK 0001597592 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 372,155 F3 · kind: The sale reported was effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on June 16, 2023 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.085 to $50.27 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. F5 · balance_after: Reported amount reduced by 35,023 units as comparted to reporting person's prior Form 4 reflecting forfeiture by reporting person of unearned units under the Market Stock Unit Grant dated March 3, 2021, which was originally reported on Form 4 at the time of grant using the total target number of units. Forfeited units represent target units that were not earned due to failure to attain the required performance measure (TSR relative to Russell 2000 Index) on one or more of the performance measure dates as of the end of the final performance period for the grant. Read SEC document |
| March 14, 2024 Filed Mar 20, 2024 23:58 UTC Amendment | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 8,820 | $49.58 | $437,295.60 |
DisclosureSEC source: 0001410384-24-000065 · wk-form4a_1710979126.xml · nonDerivative · entry 2 Flake Matthew P · CIK 0001597592 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 575,711 F4 · kind: The sale reported was effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on June 16, 2023 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.085 to $50.27 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 · balance_after: This amendment is being filed to update column 5 to reflect additional award shares acquired on March 7, 2024, as reported on a late Form 4 filed March 20, 2024 . F6 · balance_after: Reported amount reduced by 35,023 units as comparted to reporting person's prior Form 4 reflecting forfeiture by reporting person of unearned units under the Market Stock Unit Grant dated March 3, 2021, which was originally reported on Form 4 at the time of grant using the total target number of units. Forfeited units represent target units that were not earned due to failure to attain the required performance measure (TSR relative to Russell 2000 Index) on one or more of the performance measure dates as of the end of the final performance period for the grant. Read SEC document |
| March 13, 2024 Filed Mar 14, 2024 21:08 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 5,640 | $50.10 | $282,564.00 |
DisclosureSEC source: 0001410384-24-000057 · wk-form4_1710450483.xml · nonDerivative · entry 1 Flake Matthew P · CIK 0001597592 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 415,998 F1 · kind: The sale reported on this Form 4 represents an Issuer mandated sale by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of Restricted Stock Units, and it does not represent a discretionary trade by the Reporting Person. F2 · price: These shares were sold in a single transactions at the prices $50.095653 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 13, 2024 Filed Mar 20, 2024 23:58 UTC Amendment | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 5,640 | $50.10 | $282,564.00 |
DisclosureSEC source: 0001410384-24-000065 · wk-form4a_1710979126.xml · nonDerivative · entry 1 Flake Matthew P · CIK 0001597592 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 619,554 F1 · kind: The sale reported on this Form 4 represents an Issuer mandated sale by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of Restricted Stock Units, and it does not represent a discretionary trade by the Reporting Person. F2 · price: These shares were sold in a single transactions at the prices $50.095653 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 · balance_after: This amendment is being filed to update column 5 to reflect additional award shares acquired on March 7, 2024, as reported on a late Form 4 filed March 20, 2024 . Read SEC document |
| March 07, 2024 Filed Mar 20, 2024 23:57 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 50,889 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-24-000063 · wk-form4_1710979009.xml · nonDerivative · entry 3 Flake Matthew P · CIK 0001597592 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 625,194 F3 · shares: Represents the target number of shares that may be earned ("Target Amount") pursuant to performance-based restricted stock units ("Units") under the 2023 Equity Incentive Plan, with vesting dependent upon Q2's attainment relative to target performance of Q2's common stock price as compared to the S&P Software & Services Select Index, as more specifically set forth in the grant agreement. Subject to continued employment, attainment will be determined on the third anniversary of the date of grant, with 0% to 200% of the Target Amount vesting on such date depending on the level of attainment. Read SEC document |
| March 07, 2024 Filed Mar 20, 2024 23:57 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 50,889 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-24-000063 · wk-form4_1710979009.xml · nonDerivative · entry 2 Flake Matthew P · CIK 0001597592 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 574,305 F2 · shares: Represents the target number of shares that may be earned ("Target Amount") pursuant to performance-based restricted stock units ("Units") under the 2023 Equity Incentive Plan, with vesting dependent upon Q2's attainment relative to a target performance metric for Adjusted EBITDA as a percentage of Non-GAAP Revenue for the 12 months ending December 31, 2025, as more specifically set forth in the grant agreement. Subject to continued employment, attainment will be determined on the second anniversary of the date of grant, with any earned shares up to 100% of the Target Amount vesting on such date, and any shares issuable pursuant to above-target attainment vesting on the third anniversary of the grant date. Read SEC document |
| March 07, 2024 Filed Mar 20, 2024 23:57 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 101,778 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-24-000063 · wk-form4_1710979009.xml · nonDerivative · entry 1 Flake Matthew P · CIK 0001597592 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 523,416 F1 · shares: Shares of stock acquired represent shares underlying Restricted Stock Units. The Restricted Stock Units vest annually in four equal installments beginning March 7, 2025. Read SEC document |
| March 06, 2024 Filed Mar 6, 2024 22:56 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 22,624 | $46.49 | $1,051,789.76 |
DisclosureSEC source: 0001410384-24-000035 · wk-form4_1709765790.xml · nonDerivative · entry 2 Flake Matthew P · CIK 0001597592 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 421,638 F3 · kind: The sale reported was effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on June 16, 2023 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.90 to $46.79 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 04, 2024 Filed Mar 6, 2024 22:56 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 29,149 | $46.01 | $1,341,145.49 |
DisclosureSEC source: 0001410384-24-000035 · wk-form4_1709765790.xml · nonDerivative · entry 1 Flake Matthew P · CIK 0001597592 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 444,262 F1 · kind: The sale reported on this Form 4 represents an Issuer mandated sale by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of Restricted Stock Units, and it does not represent a discretionary trade by the Reporting Person. F2 · price: These shares were sold in multiple transactions at the prices $46.0072 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 09, 2024 Filed Feb 9, 2024 21:48 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 33,767 | $42.93 | $1,449,617.31 |
DisclosureSEC source: 0001410384-24-000007 · wk-form4_1707515307.xml · nonDerivative · entry 4 Flake Matthew P · CIK 0001597592 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 473,411 F1 · kind: The sale reported was effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on June 16, 2023 and involves the exercise of options originally granted on February 17, 2017 and which expire on February 21, 2024. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $42.52 to $43.32 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 09, 2024 Filed Feb 9, 2024 21:48 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 33,767 | $35.80 | $1,208,858.60 |
DisclosureSEC source: 0001410384-24-000007 · wk-form4_1707515307.xml · nonDerivative · entry 3 Flake Matthew P · CIK 0001597592 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 507,178 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 07, 2024 Filed Feb 9, 2024 21:48 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 33,767 | $0.00 Strike: $35.80 | $0.00 |
DisclosureSEC source: 0001410384-24-000007 · wk-form4_1707515307.xml · derivative · entry 6 Flake Matthew P · CIK 0001597592 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 33,767 shares Expires 2024-02-21 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 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 07, 2024 Filed Feb 9, 2024 21:48 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 45,000 | $0.00 Strike: $35.80 | $0.00 |
DisclosureSEC source: 0001410384-24-000007 · wk-form4_1707515307.xml · derivative · entry 5 Flake Matthew P · CIK 0001597592 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,767 Underlying: Common Stock · 45,000 shares Expires 2024-02-21 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 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 07, 2024 Filed Feb 9, 2024 21:48 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 45,000 | $41.76 | $1,879,200.00 |
DisclosureSEC source: 0001410384-24-000007 · wk-form4_1707515307.xml · nonDerivative · entry 2 Flake Matthew P · CIK 0001597592 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 473,411 F1 · kind: The sale reported was effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on June 16, 2023 and involves the exercise of options originally granted on February 17, 2017 and which expire on February 21, 2024. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $41.16 to $42.125 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 07, 2024 Filed Feb 9, 2024 21:48 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 45,000 | $35.80 | $1,611,000.00 |
DisclosureSEC source: 0001410384-24-000007 · wk-form4_1707515307.xml · nonDerivative · entry 1 Flake Matthew P · CIK 0001597592 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 518,411 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 05, 2024 Filed Feb 6, 2024 21:18 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 45,000 | $0.00 Strike: $35.80 | $0.00 |
DisclosureSEC source: 0001410384-24-000005 · wk-form4_1707254270.xml · derivative · entry 6 Flake Matthew P · CIK 0001597592 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,767 Underlying: Common Stock · 45,000 shares Expires 2024-02-21 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 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 05, 2024 Filed Feb 6, 2024 21:18 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 45,000 | $41.09 | $1,849,050.00 |
DisclosureSEC source: 0001410384-24-000005 · wk-form4_1707254270.xml · nonDerivative · entry 4 Flake Matthew P · CIK 0001597592 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 473,411 F1 · kind: The sale reported was effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on June 16, 2023 and involves the exercise of options originally granted on February 17, 2017 and which expire on February 21, 2024. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.76 to $41.80 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 05, 2024 Filed Feb 6, 2024 21:18 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 45,000 | $35.80 | $1,611,000.00 |
DisclosureSEC source: 0001410384-24-000005 · wk-form4_1707254270.xml · nonDerivative · entry 3 Flake Matthew P · CIK 0001597592 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 518,411 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 02, 2024 Filed Feb 6, 2024 21:18 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 46,937 | $0.00 Strike: $35.80 | $0.00 |
DisclosureSEC source: 0001410384-24-000005 · wk-form4_1707254270.xml · derivative · entry 5 Flake Matthew P · CIK 0001597592 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 123,767 Underlying: Common Stock · 46,937 shares Expires 2024-02-21 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 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 02, 2024 Filed Feb 6, 2024 21:18 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 46,937 | $42.20 | $1,980,741.40 |
DisclosureSEC source: 0001410384-24-000005 · wk-form4_1707254270.xml · nonDerivative · entry 2 Flake Matthew P · CIK 0001597592 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 473,411 F1 · kind: The sale reported was effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on June 16, 2023 and involves the exercise of options originally granted on February 17, 2017 and which expire on February 21, 2024. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $41.19 to $42.61 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 02, 2024 Filed Feb 6, 2024 21:18 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 46,937 | $35.80 | $1,680,344.60 |
DisclosureSEC source: 0001410384-24-000005 · wk-form4_1707254270.xml · nonDerivative · entry 1 Flake Matthew P · CIK 0001597592 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 520,348 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 |
| January 23, 2024 Filed Jan 24, 2024 22:55 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 6,352 | $0.00 Strike: $35.80 | $0.00 |
DisclosureSEC source: 0001410384-24-000002 · wk-form4_1706136942.xml · derivative · entry 6 Flake Matthew P · CIK 0001597592 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 170,704 Underlying: Common Stock · 6,352 shares Expires 2024-02-21 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 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 |
| January 23, 2024 Filed Jan 24, 2024 22:55 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 6,352 | $45.00 | $285,840.00 |
DisclosureSEC source: 0001410384-24-000002 · wk-form4_1706136942.xml · nonDerivative · entry 4 Flake Matthew P · CIK 0001597592 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 473,411 F1 · kind: The sale reported was effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on June 16, 2023 and involves the exercise of options originally granted on February 17, 2017 and which expire on February 21, 2024. F2 · price: These shares were sold in multiple transactions at the prices $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. F3 · balance_after: Reported amount reduced by 31,358 units as comparted to reporting person's prior Form 4 reflecting forfeiture by reporting person of unearned units under the Market Stock Unit Grant dated March 13, 2020, which was originally reported on Form 4 at the time of grant using the total target number of units. Forfeited units represent target units that were not earned due to failure to attain the required performance measure (TSR relative to Russell 2000 Index) on one or more of the performance measure dates as of the end of the final performance period for the grant. Read SEC document |
| January 23, 2024 Filed Jan 24, 2024 22:55 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 6,352 | $35.80 | $227,401.60 |
DisclosureSEC source: 0001410384-24-000002 · wk-form4_1706136942.xml · nonDerivative · entry 3 Flake Matthew P · CIK 0001597592 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 511,121 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 |
| January 22, 2024 Filed Jan 24, 2024 22:55 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 7,674 | $0.00 Strike: $35.80 | $0.00 |
DisclosureSEC source: 0001410384-24-000002 · wk-form4_1706136942.xml · derivative · entry 5 Flake Matthew P · CIK 0001597592 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 177,056 Underlying: Common Stock · 7,674 shares Expires 2024-02-21 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 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 |
| January 22, 2024 Filed Jan 24, 2024 22:55 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 7,674 | $45.00 | $345,330.00 |
DisclosureSEC source: 0001410384-24-000002 · wk-form4_1706136942.xml · nonDerivative · entry 2 Flake Matthew P · CIK 0001597592 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 504,769 F1 · kind: The sale reported was effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on June 16, 2023 and involves the exercise of options originally granted on February 17, 2017 and which expire on February 21, 2024. F2 · price: These shares were sold in multiple transactions at the prices $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 22, 2024 Filed Jan 24, 2024 22:55 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 7,674 | $35.80 | $274,729.20 |
DisclosureSEC source: 0001410384-24-000002 · wk-form4_1706136942.xml · nonDerivative · entry 1 Flake Matthew P · CIK 0001597592 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 512,443 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 06, 2023 Filed Mar 8, 2023 21:24 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 55,523 | $32.06 | $1,780,067.38 |
DisclosureSEC source: 0001410384-23-000034 · wf-form4_167831068520402.xml · nonDerivative · entry 1 Flake Matthew P · CIK 0001597592 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 504,769 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 $31.52 to $33.10 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 21:54 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 71,058 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-23-000028 · wf-form4_167813964088933.xml · nonDerivative · entry 3 Flake Matthew P · CIK 0001597592 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 560,292 F3 · shares: Represents the target number of shares that may be earned ("Target Amount") pursuant to performance-based restricted stock units ("Units") under the 2014 Equity Incentive Plan, with vesting dependent upon Q2's attainment relative to target performance of Q2's common stock price as compared to the S&P Software & Services Select Index, as more specifically set forth in the grant agreement. Subject to continued employment, attainment will be determined on the third anniversary of the date of grant, with 0% to 200% of the Target Amount vesting on such date depending on the level of attainment. Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 21:54 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 71,059 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-23-000028 · wf-form4_167813964088933.xml · nonDerivative · entry 2 Flake Matthew P · CIK 0001597592 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 489,234 F2 · shares: Represents the target number of shares that may be earned ("Target Amount") pursuant to performance-based restricted stock units ("Units") under the 2014 Equity Incentive Plan, with vesting dependent upon Q2's attainment relative to a target performance metric for Adjusted EBITDA as a percentage of Non-GAAP Revenue for the 12 months ending December 31, 2024, as more specifically set forth in the grant agreement. Subject to continued employment, attainment will be determined on the second anniversary of the date of grant, with any earned shares up to 100% of the Target Amount vesting on such date, and any shares issuable pursuant to above-target attainment vesting on the third anniversary of the grant date. Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 21:54 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 142,117 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-23-000028 · wf-form4_167813964088933.xml · nonDerivative · entry 1 Flake Matthew P · CIK 0001597592 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 418,175 F1 · shares: Shares of stock acquired represent shares underlying Restricted Stock Units. The Restricted Stock Units vest annually in four equal installments beginning March 3, 2024. Read SEC document |
| March 10, 2022 Filed Mar 11, 2022 23:24 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 68,394 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-22-000026 · wf-form4_164704102874588.xml · nonDerivative · entry 2 Flake Matthew P · CIK 0001597592 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 276,058 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, 2023. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.