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 |
|---|---|---|---|---|---|---|
| July 31, 2019 Filed Aug 1, 2019 22:37 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-19-000109 · wf-form4_156469903840918.xml · derivative · entry 3 Flake Matthew P · CIK 0001597592 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,664 Underlying: Common Stock · 25,000 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 1/2 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 31, 2019 Filed Aug 1, 2019 22:37 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 25,000 | $80.52 | $2,013,000.00 |
DisclosureSEC source: 0001410384-19-000109 · wf-form4_156469903840918.xml · nonDerivative · entry 2 Flake Matthew P · CIK 0001597592 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298,999 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 $80.19 to $81.12 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 31, 2019 Filed Aug 1, 2019 22:37 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 25,000 | $8.35 | $208,750.00 |
DisclosureSEC source: 0001410384-19-000109 · wf-form4_156469903840918.xml · nonDerivative · entry 1 Flake Matthew P · CIK 0001597592 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 323,999 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 |
| June 28, 2019 Filed Jul 2, 2019 20:52 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-19-000100 · wf-form4_156210074542020.xml · derivative · entry 3 Flake Matthew P · CIK 0001597592 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 223,664 Underlying: Common Stock · 25,000 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 1/2 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 |
| June 28, 2019 Filed Jul 2, 2019 20:52 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 25,000 | $76.58 | $1,914,500.00 |
DisclosureSEC source: 0001410384-19-000100 · wf-form4_156210074542020.xml · nonDerivative · entry 2 Flake Matthew P · CIK 0001597592 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298,999 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 $75.69 to $77.405 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 |
| June 28, 2019 Filed Jul 2, 2019 20:52 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 25,000 | $8.35 | $208,750.00 |
DisclosureSEC source: 0001410384-19-000100 · wf-form4_156210074542020.xml · nonDerivative · entry 1 Flake Matthew P · CIK 0001597592 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 323,999 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 |
| June 10, 2019 Filed Jun 12, 2019 20:26 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 120,000 | $69.50 | $8,340,000.00 |
DisclosureSEC source: 0001410384-19-000088 · wf-form4_156037115478043.xml · nonDerivative · entry 1 Flake Matthew P · CIK 0001597592 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298,999 F1 · kind: Represents shares sold as a selling stockholder in connection with the issuer's follow-on public offering. Read SEC document |
| June 05, 2019 Filed Jun 7, 2019 20:41 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 120,000 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-19-000083 · wf-form4_155994006775110.xml · derivative · entry 2 Flake Matthew P · CIK 0001597592 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 248,664 Underlying: Common Stock · 120,000 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. F1 · derivative.exercise_date: The option grant became exercisable as it vested. Read SEC document |
| June 05, 2019 Filed Jun 7, 2019 20:41 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 120,000 | $8.35 | $1,002,000.00 |
DisclosureSEC source: 0001410384-19-000083 · wf-form4_155994006775110.xml · nonDerivative · entry 1 Flake Matthew P · CIK 0001597592 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 418,999 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 31, 2019 Filed Jun 1, 2019 00:31 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-19-000081 · wf-form4_155934905186006.xml · derivative · entry 3 Flake Matthew P · CIK 0001597592 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 368,664 Underlying: Common Stock · 25,000 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 1/2 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 31, 2019 Filed Jun 1, 2019 00:31 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 25,000 | $72.96 | $1,824,000.00 |
DisclosureSEC source: 0001410384-19-000081 · wf-form4_155934905186006.xml · nonDerivative · entry 2 Flake Matthew P · CIK 0001597592 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298,999 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 $71.825 to $73.72 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 31, 2019 Filed Jun 1, 2019 00:31 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 25,000 | $8.35 | $208,750.00 |
DisclosureSEC source: 0001410384-19-000081 · wf-form4_155934905186006.xml · nonDerivative · entry 1 Flake Matthew P · CIK 0001597592 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 323,999 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 30, 2019 Filed May 2, 2019 21:50 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-19-000069 · wf-form4_155683383101591.xml · derivative · entry 3 Flake Matthew P · CIK 0001597592 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 393,664 Underlying: Common Stock · 25,000 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 will vest as to 1/2 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 30, 2019 Filed May 2, 2019 21:50 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 25,000 | $74.85 | $1,871,250.00 |
DisclosureSEC source: 0001410384-19-000069 · wf-form4_155683383101591.xml · nonDerivative · entry 2 Flake Matthew P · CIK 0001597592 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298,999 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 $74.31 to $75.78 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 30, 2019 Filed May 2, 2019 21:50 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 25,000 | $8.35 | $208,750.00 |
DisclosureSEC source: 0001410384-19-000069 · wf-form4_155683383101591.xml · nonDerivative · entry 1 Flake Matthew P · CIK 0001597592 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 323,999 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 12, 2019 Filed Mar 14, 2019 21:53 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 20,105 | $68.30 | $1,373,171.50 |
DisclosureSEC source: 0001410384-19-000050 · wf-form4_155260041055899.xml · nonDerivative · entry 1 Flake Matthew P · CIK 0001597592 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298,999 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 $67.91 to $69.23 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 06, 2019 Filed Mar 8, 2019 22:26 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 71,638 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-19-000040 · wf-form4_155208397682843.xml · nonDerivative · entry 2 Flake Matthew P · CIK 0001597592 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 319,104 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, 2020. Read SEC document |
| March 06, 2019 Filed Mar 8, 2019 22:26 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 71,638 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-19-000040 · wf-form4_155208397682843.xml · nonDerivative · entry 1 Flake Matthew P · CIK 0001597592 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,466 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 6th of each of 2020, 2021 and 2022. 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 |
| March 04, 2019 Filed Mar 5, 2019 22:27 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 15,078 | $69.53 | $1,048,373.34 |
DisclosureSEC source: 0001410384-19-000027 · wf-form4_155182485868046.xml · nonDerivative · entry 3 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,828 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F3 · 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 $68.39 to $70.835 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 01, 2019 Filed Mar 5, 2019 22:27 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 30,000 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-19-000027 · wf-form4_155182485868046.xml · derivative · entry 4 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 418,664 Underlying: Common Stock · 30,000 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. F5 · derivative.exercise_date: This option grant vested as to 1/2 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 |
| March 01, 2019 Filed Mar 5, 2019 22:27 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 30,000 | $70.91 | $2,127,300.00 |
DisclosureSEC source: 0001410384-19-000027 · wf-form4_155182485868046.xml · nonDerivative · entry 2 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,906 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 $69.90 to $71.845 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 01, 2019 Filed Mar 5, 2019 22:27 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 30,000 | $8.35 | $250,500.00 |
DisclosureSEC source: 0001410384-19-000027 · wf-form4_155182485868046.xml · nonDerivative · entry 1 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220,906 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, 2019 Filed Feb 21, 2019 22:43 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 30,500 | $65.04 | $1,983,720.00 |
DisclosureSEC source: 0001410384-19-000023 · wf-form4_155078902347922.xml · nonDerivative · entry 2 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,906 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 $64.35 to $65.71 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 19, 2019 Filed Feb 21, 2019 22:43 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 14,650 | $64.96 | $951,664.00 |
DisclosureSEC source: 0001410384-19-000023 · wf-form4_155078902347922.xml · nonDerivative · entry 1 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221,406 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 $64.72 to $65.16 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 01, 2019 Filed Feb 5, 2019 22:27 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 30,000 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-19-000009 · wf-form4_154940563489414.xml · derivative · entry 3 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 448,664 Underlying: Common Stock · 30,000 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 1/2 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 01, 2019 Filed Feb 5, 2019 22:27 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 30,000 | $59.85 | $1,795,500.00 |
DisclosureSEC source: 0001410384-19-000009 · wf-form4_154940563489414.xml · nonDerivative · entry 2 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236,056 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 $59.02 to $60.34 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 01, 2019 Filed Feb 5, 2019 22:27 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 30,000 | $8.35 | $250,500.00 |
DisclosureSEC source: 0001410384-19-000009 · wf-form4_154940563489414.xml · nonDerivative · entry 1 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 266,056 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 02, 2019 Filed Jan 4, 2019 22:06 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 30,000 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-19-000001 · wf-form4_154663954922732.xml · derivative · entry 3 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 478,664 Underlying: Common Stock · 30,000 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 1/2 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 02, 2019 Filed Jan 4, 2019 22:06 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 30,000 | $48.70 | $1,461,000.00 |
DisclosureSEC source: 0001410384-19-000001 · wf-form4_154663954922732.xml · nonDerivative · entry 2 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236,056 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 $48.26 to $49.255 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 02, 2019 Filed Jan 4, 2019 22:06 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 30,000 | $8.35 | $250,500.00 |
DisclosureSEC source: 0001410384-19-000001 · wf-form4_154663954922732.xml · nonDerivative · entry 1 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 266,056 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 03, 2018 Filed Dec 6, 2018 22:55 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-18-000115 · wf-form4_154413691532383.xml · derivative · entry 3 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 508,664 Underlying: Common Stock · 20,000 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 1/2 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 |
| December 03, 2018 Filed Dec 6, 2018 22:55 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 43,952 | $52.20 | $2,294,294.40 |
DisclosureSEC source: 0001410384-18-000115 · wf-form4_154413691532383.xml · nonDerivative · entry 2 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236,056 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 $51.08 to $54.81 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 |
| December 03, 2018 Filed Dec 6, 2018 22:55 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 20,000 | $8.35 | $167,000.00 |
DisclosureSEC source: 0001410384-18-000115 · wf-form4_154413691532383.xml · nonDerivative · entry 1 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,008 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 01, 2018 Filed Nov 5, 2018 23:25 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-18-000108 · wf-form4_154146031183286.xml · derivative · entry 3 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 528,664 Underlying: Common Stock · 20,000 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 1/2 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 01, 2018 Filed Nov 5, 2018 23:25 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 20,000 | $52.68 | $1,053,600.00 |
DisclosureSEC source: 0001410384-18-000108 · wf-form4_154146031183286.xml · nonDerivative · entry 2 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 260,008 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 $52.20 to $53.55 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 01, 2018 Filed Nov 5, 2018 23:25 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 20,000 | $8.35 | $167,000.00 |
DisclosureSEC source: 0001410384-18-000108 · wf-form4_154146031183286.xml · nonDerivative · entry 1 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,008 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 01, 2018 Filed Oct 3, 2018 21:18 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-18-000101 · wf-form4_153860147892671.xml · derivative · entry 3 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 548,664 Underlying: Common Stock · 20,000 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 1/2 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 01, 2018 Filed Oct 3, 2018 21:18 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 20,000 | $59.28 | $1,185,600.00 |
DisclosureSEC source: 0001410384-18-000101 · wf-form4_153860147892671.xml · nonDerivative · entry 2 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 260,008 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 $58.42 to $60.77 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 01, 2018 Filed Oct 3, 2018 21:18 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 20,000 | $8.35 | $167,000.00 |
DisclosureSEC source: 0001410384-18-000101 · wf-form4_153860147892671.xml · nonDerivative · entry 1 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,008 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 |
| September 04, 2018 Filed Sep 6, 2018 22:37 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-18-000093 · wf-form4_153627344529163.xml · derivative · entry 3 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 568,664 Underlying: Common Stock · 20,000 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 1/2 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 |
| September 04, 2018 Filed Sep 6, 2018 22:37 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 20,000 | $61.35 | $1,227,000.00 |
DisclosureSEC source: 0001410384-18-000093 · wf-form4_153627344529163.xml · nonDerivative · entry 2 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 260,008 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 $60.50 to $62.15 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 |
| September 04, 2018 Filed Sep 6, 2018 22:37 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 20,000 | $8.35 | $167,000.00 |
DisclosureSEC source: 0001410384-18-000093 · wf-form4_153627344529163.xml · nonDerivative · entry 1 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,008 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 01, 2018 Filed Aug 3, 2018 21:23 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-18-000080 · wf-form4_153333138185250.xml · derivative · entry 3 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 588,664 Underlying: Common Stock · 20,000 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 1/2 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 01, 2018 Filed Aug 3, 2018 21:23 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 20,000 | $59.87 | $1,197,400.00 |
DisclosureSEC source: 0001410384-18-000080 · wf-form4_153333138185250.xml · nonDerivative · entry 2 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 260,008 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 $59.25 to $60.25 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 01, 2018 Filed Aug 3, 2018 21:23 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 20,000 | $8.35 | $167,000.00 |
DisclosureSEC source: 0001410384-18-000080 · wf-form4_153333138185250.xml · nonDerivative · entry 1 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,008 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 02, 2018 Filed Jul 5, 2018 21:03 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-18-000079 · wf-form4_153082457865105.xml · derivative · entry 3 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 608,664 Underlying: Common Stock · 20,000 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 1/2 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 02, 2018 Filed Jul 5, 2018 21:03 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 20,000 | $57.33 | $1,146,600.00 |
DisclosureSEC source: 0001410384-18-000079 · wf-form4_153082457865105.xml · nonDerivative · entry 2 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 260,008 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 $56.45 to $57.75 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 02, 2018 Filed Jul 5, 2018 21:03 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 20,000 | $8.35 | $167,000.00 |
DisclosureSEC source: 0001410384-18-000079 · wf-form4_153082457865105.xml · nonDerivative · entry 1 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,008 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 |
| June 05, 2018 Filed Jun 5, 2018 22:14 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-18-000064 · wf-form4_152823686339163.xml · derivative · entry 3 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 628,664 Underlying: Common Stock · 20,000 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 1/2 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 |
| June 05, 2018 Filed Jun 5, 2018 22:14 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 20,000 | $56.50 | $1,130,000.00 |
DisclosureSEC source: 0001410384-18-000064 · wf-form4_152823686339163.xml · nonDerivative · entry 2 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 260,008 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 $56.15 to $57.40 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.