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 |
|---|---|---|---|---|---|---|
| June 05, 2018 Filed Jun 5, 2018 22:14 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 20,000 | $8.35 | $167,000.00 |
DisclosureSEC source: 0001410384-18-000064 · wf-form4_152823686339163.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 |
| May 01, 2018 Filed May 3, 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: 0001410384-18-000059 · wf-form4_152538133191323.xml · derivative · entry 3 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 648,664 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 |
| May 01, 2018 Filed May 3, 2018 21:03 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 20,000 | $49.31 | $986,200.00 |
DisclosureSEC source: 0001410384-18-000059 · wf-form4_152538133191323.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 $49.075 to $49.55 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 |
| May 01, 2018 Filed May 3, 2018 21:03 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 20,000 | $8.35 | $167,000.00 |
DisclosureSEC source: 0001410384-18-000059 · wf-form4_152538133191323.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 |
| April 02, 2018 Filed Apr 4, 2018 21:51 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 31,976 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-18-000049 · wf-form4_152287866216448.xml · derivative · entry 3 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 668,664 Underlying: Common Stock · 31,976 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 |
| April 02, 2018 Filed Apr 4, 2018 21:51 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 20,000 | $44.89 | $897,800.00 |
DisclosureSEC source: 0001410384-18-000049 · wf-form4_152287866216448.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 $44.575 to $45.35 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 02, 2018 Filed Apr 4, 2018 21:51 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 31,976 | $8.35 | $266,999.60 |
DisclosureSEC source: 0001410384-18-000049 · wf-form4_152287866216448.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 |
| March 08, 2018 Filed Mar 12, 2018 23:33 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 60,315 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-18-000038 · wf-form4_152089758061335.xml · nonDerivative · entry 2 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 248,032 F2 · shares: Shares of stock acquired represent shares underlying Restricted Stock Units. The Restricted Stock Units vest annually in four equal installments beginning March 3, 2019. Read SEC document |
| March 08, 2018 Filed Mar 12, 2018 23:33 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 60,315 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-18-000038 · wf-form4_152089758061335.xml · nonDerivative · entry 1 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,717 F1 · shares: Represents a grant of performance-based restricted stock units ("Units") under the 2014 Equity Incentive Plan. The target number of Units is presented in the table ("Target Amount"). Subject to continued employment, one-third (1/3) of the Target Amount is scheduled to vest annually ("Scheduled Amount"), on or about March 8th of each of 2019, 2020 and 2021. In each of the first two years the number of Units that actually vests will be 0% to 100% of the Scheduled Amount, and in the third year the number of Units that actually will vest will be 0% to 200% of the Target Amount, less the amount of any vesting in the first two years, in each case depending upon the performance of Q2 Holdings, Inc.'s common stock price as compared to the Russell 2000 Index, as more specifically set forth in the grant agreement. The maximum number of Units that may vest over three years is 200% of the Target Amount. Vested Units will be paid in an equal number of shares of Q2 Holdings, Inc. common stock. Read SEC document |
| March 05, 2018 Filed Mar 7, 2018 22:45 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 43,859 | $45.44 | $1,992,952.96 |
DisclosureSEC source: 0001410384-18-000031 · wf-form4_152046269356858.xml · nonDerivative · entry 1 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,402 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.10 to $45.70 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 |
| February 21, 2018 Filed Feb 22, 2018 23:25 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 30,500 | $42.40 | $1,293,200.00 |
DisclosureSEC source: 0001410384-18-000027 · wf-form4_151934194176366.xml · nonDerivative · entry 2 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,261 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 $41.10 to $43.20 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 23:25 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 14,650 | $44.65 | $654,122.50 |
DisclosureSEC source: 0001410384-18-000027 · wf-form4_151934194176366.xml · nonDerivative · entry 1 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,761 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F2 · shares: Includes shares sold to cover tax withholding obligations triggered upon lapse of restricted stock units. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.50 to $44.95 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| December 01, 2017 Filed Dec 1, 2017 23:35 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 49,360 | $0.00 Strike: $8.35 | $0.00 |
DisclosureSEC source: 0001410384-17-000164 · wf-form4_151217130837989.xml · derivative · entry 5 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 700,640 Underlying: Common Stock · 49,360 shares Expires 2021-01-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: This option grant vested as to 1/2 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 01, 2017 Filed Dec 1, 2017 23:35 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 4,592 | $0.00 Strike: $3.10 | $0.00 |
DisclosureSEC source: 0001410384-17-000164 · wf-form4_151217130837989.xml · derivative · entry 4 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,592 shares Expires 2021-12-07 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: This option grant vested as to 1/4 of the total option grant on December 7, 2012, and thereafter as to 1/48 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| December 01, 2017 Filed Dec 1, 2017 23:35 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 30,000 | $40.84 | $1,225,200.00 |
DisclosureSEC source: 0001410384-17-000164 · wf-form4_151217130837989.xml · nonDerivative · entry 3 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 216,411 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $39.55 to $42.075 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 01, 2017 Filed Dec 1, 2017 23:35 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 49,360 | $8.35 | $412,156.00 |
DisclosureSEC source: 0001410384-17-000164 · wf-form4_151217130837989.xml · nonDerivative · entry 2 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246,411 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 |
| December 01, 2017 Filed Dec 1, 2017 23:35 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 4,592 | $3.10 | $14,235.20 |
DisclosureSEC source: 0001410384-17-000164 · wf-form4_151217130837989.xml · nonDerivative · entry 1 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,051 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 01, 2017 Filed Sep 6, 2017 21:29 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 30,000 | $0.00 Strike: $3.10 | $0.00 |
DisclosureSEC source: 0001410384-17-000125 · wf-form4_150473337602626.xml · derivative · entry 3 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,592 Underlying: Common Stock · 30,000 shares Expires 2021-12-07 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: This option grant vested as to 1/4 of the total option grant on December 7, 2012, and thereafter as to 1/48 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| September 01, 2017 Filed Sep 6, 2017 21:29 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 30,000 | $39.67 | $1,190,100.00 |
DisclosureSEC source: 0001410384-17-000125 · wf-form4_150473337602626.xml · nonDerivative · entry 2 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,459 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $39.25 to $40.7 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 01, 2017 Filed Sep 6, 2017 21:29 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 30,000 | $3.10 | $93,000.00 |
DisclosureSEC source: 0001410384-17-000125 · wf-form4_150473337602626.xml · nonDerivative · entry 1 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 222,459 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, 2017 Filed Jun 6, 2017 21:57 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 2,500 | $39.15 | $97,875.00 |
DisclosureSEC source: 0001410384-17-000083 · wf-form4_149678625874271.xml · nonDerivative · entry 2 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,459 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $39.00 to $39.60 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 02, 2017 Filed Jun 6, 2017 21:57 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 30,329 | $39.50 | $1,197,995.50 |
DisclosureSEC source: 0001410384-17-000083 · wf-form4_149678625874271.xml · nonDerivative · entry 1 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 194,959 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $38.85 to $39.95 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 01, 2017 Filed Jun 2, 2017 20:18 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 31,000 | $39.23 | $1,216,130.00 |
DisclosureSEC source: 0001410384-17-000082 · wf-form4_149643470512386.xml · nonDerivative · entry 1 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,288 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $38.95 to $39.60 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, 2017 Filed Mar 3, 2017 21:58 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionStock Option (right to buy) · Derivative | 43,859 | $0.00 Strike: $3.10 | $0.00 |
DisclosureSEC source: 0001410384-17-000029 · wf-form4_148857832460095.xml · derivative · entry 2 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,592 Underlying: Common Stock · 43,859 shares Expires 2021-12-07 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: This option grant vested as to 1/4 of the total option grant on December 7, 2012, and thereafter as to 1/48 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:58 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | Exercise / conversionCommon Stock | 43,859 | $3.10 | $135,962.90 |
DisclosureSEC source: 0001410384-17-000029 · wf-form4_148857832460095.xml · nonDerivative · entry 1 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 256,288 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 21, 2017 Filed Feb 22, 2017 22:51 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantCommon Stock | 75,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001410384-17-000025 · wf-form4_148780388703137.xml · nonDerivative · entry 3 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,429 F5 · shares: Shares of stock acquired represent shares underlying Restricted Stock Units. The Restricted Stock Units vest annually in four equal installments beginning February 20, 2018. Read SEC document |
| February 21, 2017 Filed Feb 22, 2017 22:51 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 11,750 | $35.65 | $418,887.50 |
DisclosureSEC source: 0001410384-17-000025 · wf-form4_148780388703137.xml · nonDerivative · entry 2 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,429 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F2 · shares: Includes shares sold to cover tax withholding obligations triggered upon lapse of restricted stock units. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.50 to $35.85 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 22:51 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | GrantStock Option (right to buy) · Derivative | 184,730 | $0.00 Strike: $35.80 | $0.00 |
DisclosureSEC source: 0001410384-17-000025 · wf-form4_148780388703137.xml · derivative · entry 4 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,730 Underlying: Common Stock · 184,730 shares Expires 2024-02-21 F6 · derivative.exercise_date: This option grant vests as to 1/4 of the total option grant on February 21, 2018, and thereafter as to 1/48 of the total option grant monthly. The option grant becomes exercisable as it vests. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 22:51 UTC | Q2 Holdings, Inc. QTWO · Entity 4051 | SaleCommon Stock | 14,650 | $35.56 | $520,954.00 |
DisclosureSEC source: 0001410384-17-000025 · wf-form4_148780388703137.xml · nonDerivative · entry 1 Flake Matthew P · CIK 0001597592 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,179 F1 · kind: Shares sold pursuant to Reporting Person's 10b5-1 Trading Plan. F2 · shares: Includes shares sold to cover tax withholding obligations triggered upon lapse of restricted stock units. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.45 to $35.90 inclusive. Reporting Person undertakes to provide to Q2 Holdings, Inc., any security holder of Q2 Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.