Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| nCino, Inc.NCNO · Entity 4391 | CFO & Treasurer | November 02, 2022 | November 04, 2022 |
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.
nCino, Inc.
Report date November 02, 2022 · Filed November 04, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 149,390 |
Reported balance
After 2022-11-02 transaction · row 1
1 source rowRow 1 · 2022-11-02 · Sale · Disposed 12,571 · Balance 149,390 F1: These shares were sold to cover tax withholding due upon vesting of RSUs. Such "sales to cover" are mandated by the Issuer's equity incentive plans to satisfy tax withholding obligations and do not represent a discretionary trade by the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were sold to cover tax withholding due upon vesting of RSUs. Such "sales to cover" are mandated by the Issuer's equity incentive plans to satisfy tax withholding obligations and do not represent a discretionary trade by the reporting person.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Jamf Holding Corp.
Report date January 30, 2026 · Filed February 03, 2026
Section 16 reporting ended · disclosed 2026-02-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-01-30 transaction · row 1
1 source rowRow 1 · 2026-01-30 · Disposition to issuer · Disposed 413,427 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of October 28, 2025 (the "Merger Agreement"), by and among the Issuer, Jawbreaker Parent, Inc. ("Parent") and Jawbreaker Merger Sub, Inc. ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving as a wholly owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), each issued and outstanding share of the Issuer's common stock, par value $0.001 per share ("Common Stock"), owned by the reporting person immediately prior to the Effective Time was automatically cancelled, extinguished and converted into the right to receive $13.05 per share in cash, without interest thereon (the "Per Share Price"). F2: The shares of Common Stock reported as disposed by the reporting person include 341,199 unvested restricted stock units ("Company RSUs") which, pursuant to the Merger Agreement, were, at or immediately prior to the Effective Time, cancelled and converted into the right to receive an amount in cash (without interest and subject to applicable withholding taxes) equal to the product of (i) the Per Share Price and (ii) the total number of shares of Common Stock subject to such Company RSUs as of immediately prior to the Effective Time (the "Converted Cash Awards"). The Converted Cash Awards will, subject to the reporting person's continued service through the applicable vesting dates, vest and be payable at the time when the Company RSUs for which the Converted Cash Awards were exchanged would have vested pursuant to the terms thereof. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of October 28, 2025 (the "Merger Agreement"), by and among the Issuer, Jawbreaker Parent, Inc. ("Parent") and Jawbreaker Merger Sub, Inc. ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving as a wholly owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), each issued and outstanding share of the Issuer's common stock, par value $0.001 per share ("Common Stock"), owned by the reporting person immediately prior to the Effective Time was automatically cancelled, extinguished and converted into the right to receive $13.05 per share in cash, without interest thereon (the "Per Share Price").
F2: The shares of Common Stock reported as disposed by the reporting person include 341,199 unvested restricted stock units ("Company RSUs") which, pursuant to the Merger Agreement, were, at or immediately prior to the Effective Time, cancelled and converted into the right to receive an amount in cash (without interest and subject to applicable withholding taxes) equal to the product of (i) the Per Share Price and (ii) the total number of shares of Common Stock subject to such Company RSUs as of immediately prior to the Effective Time (the "Converted Cash Awards"). The Converted Cash Awards will, subject to the reporting person's continued service through the applicable vesting dates, vest and be payable at the time when the Company RSUs for which the Converted Cash Awards were exchanged would have vested pursuant to the terms thereof.
nCino OpCo, Inc.
Report date January 07, 2022 · Filed January 11, 2022
Section 16 reporting ended · disclosed 2022-01-11. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2022-01-07 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-01-07 · Disposition to issuer · Disposed 18,806 · Balance 28,826 F1: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among the Issuer, Penny HoldCo, Inc., a Delaware corporation and a wholly owned subsidiary of the Issuer ("Parent"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) the Issuer merged with a merger sub and survived such merger as a wholly owned subsidiary of Parent (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of Parent; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of Parent (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers"). Upon completion of the Mergers, Parent changed its name to nCino, Inc. F2: Pursuant to the Merger Agreement, at the effective time of the nCino Merger (the "Effective Time"), these shares of the Issuer's common stock, par value $0.0005 per share, ("Shares") converted automatically into an equivalent number of shares of common stock, par value $0.0005 per share, of Parent ("Parent Shares"). As of January 7, 2022, the closing market price of the Shares was $50.82. Row 2 · 2022-01-07 · Disposition to issuer · Disposed 28,826 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among the Issuer, Penny HoldCo, Inc., a Delaware corporation and a wholly owned subsidiary of the Issuer ("Parent"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) the Issuer merged with a merger sub and survived such merger as a wholly owned subsidiary of Parent (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of Parent; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of Parent (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers"). Upon completion of the Mergers, Parent changed its name to nCino, Inc. F3: Pursuant to the Merger Agreement, at the Effective Time, these restricted stock units ("RSUs") converted automatically into an award of an equivalent number of Parent restricted stock units on substantially the same terms and conditions (including vesting and delivery schedule) as applied to such RSU immediately prior to the Effective Time. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2026-11-01 | Direct | 0 |
Reported balance
After 2022-01-07 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-01-07 · Disposition to issuer · Disposed 50,000 · Balance 0 F4: Each RSU represents a contingent right to receive one Share. These RSUs remain from an original grant of 100,000 RSUs that vest in four equal annual installments starting on November 1, 2020, subject to the reporting person's continued employment through the applicable vesting date. F1: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among the Issuer, Penny HoldCo, Inc., a Delaware corporation and a wholly owned subsidiary of the Issuer ("Parent"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) the Issuer merged with a merger sub and survived such merger as a wholly owned subsidiary of Parent (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of Parent; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of Parent (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers"). Upon completion of the Mergers, Parent changed its name to nCino, Inc. F3: Pursuant to the Merger Agreement, at the Effective Time, these restricted stock units ("RSUs") converted automatically into an award of an equivalent number of Parent restricted stock units on substantially the same terms and conditions (including vesting and delivery schedule) as applied to such RSU immediately prior to the Effective Time. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2027-06-08 | Direct | 0 |
Reported balance
After 2022-01-07 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-01-07 · Disposition to issuer · Disposed 40,782 · Balance 0 F5: Each RSU represents a contingent right to receive one Share. These RSUs remain from an original grant of 54,375 RSUs that vest in four equal annual installments starting on June 8, 2021, subject to the reporting person's continued employment through the applicable vesting date. F1: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among the Issuer, Penny HoldCo, Inc., a Delaware corporation and a wholly owned subsidiary of the Issuer ("Parent"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) the Issuer merged with a merger sub and survived such merger as a wholly owned subsidiary of Parent (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of Parent; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of Parent (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers"). Upon completion of the Mergers, Parent changed its name to nCino, Inc. F3: Pursuant to the Merger Agreement, at the Effective Time, these restricted stock units ("RSUs") converted automatically into an award of an equivalent number of Parent restricted stock units on substantially the same terms and conditions (including vesting and delivery schedule) as applied to such RSU immediately prior to the Effective Time. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among the Issuer, Penny HoldCo, Inc., a Delaware corporation and a wholly owned subsidiary of the Issuer ("Parent"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) the Issuer merged with a merger sub and survived such merger as a wholly owned subsidiary of Parent (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of Parent; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of Parent (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers"). Upon completion of the Mergers, Parent changed its name to nCino, Inc.
F2: Pursuant to the Merger Agreement, at the effective time of the nCino Merger (the "Effective Time"), these shares of the Issuer's common stock, par value $0.0005 per share, ("Shares") converted automatically into an equivalent number of shares of common stock, par value $0.0005 per share, of Parent ("Parent Shares"). As of January 7, 2022, the closing market price of the Shares was $50.82.
F3: Pursuant to the Merger Agreement, at the Effective Time, these restricted stock units ("RSUs") converted automatically into an award of an equivalent number of Parent restricted stock units on substantially the same terms and conditions (including vesting and delivery schedule) as applied to such RSU immediately prior to the Effective Time.
F4: Each RSU represents a contingent right to receive one Share. These RSUs remain from an original grant of 100,000 RSUs that vest in four equal annual installments starting on November 1, 2020, subject to the reporting person's continued employment through the applicable vesting date.
F5: Each RSU represents a contingent right to receive one Share. These RSUs remain from an original grant of 54,375 RSUs that vest in four equal annual installments starting on June 8, 2021, subject to the reporting person's continued employment through the applicable vesting date.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 30, 2026 Filed Feb 3, 2026 19:39 UTC | Jamf Holding Corp. JAMF · Entity 67879 | Disposition to issuerCommon Stock | 413,427 | $13.05 | $5,395,222.35 |
DisclosureSEC source: 0001104659-26-009902 · tm264920-6_4seq1.xml · nonDerivative · entry 1 Rudow David · CIK 0001814794 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: Pursuant to the Agreement and Plan of Merger, dated as of October 28, 2025 (the "Merger Agreement"), by and among the Issuer, Jawbreaker Parent, Inc. ("Parent") and Jawbreaker Merger Sub, Inc. ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving as a wholly owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), each issued and outstanding share of the Issuer's common stock, par value $0.001 per share ("Common Stock"), owned by the reporting person immediately prior to the Effective Time was automatically cancelled, extinguished and converted into the right to receive $13.05 per share in cash, without interest thereon (the "Per Share Price"). F2 · kind: The shares of Common Stock reported as disposed by the reporting person include 341,199 unvested restricted stock units ("Company RSUs") which, pursuant to the Merger Agreement, were, at or immediately prior to the Effective Time, cancelled and converted into the right to receive an amount in cash (without interest and subject to applicable withholding taxes) equal to the product of (i) the Per Share Price and (ii) the total number of shares of Common Stock subject to such Company RSUs as of immediately prior to the Effective Time (the "Converted Cash Awards"). The Converted Cash Awards will, subject to the reporting person's continued service through the applicable vesting dates, vest and be payable at the time when the Company RSUs for which the Converted Cash Awards were exchanged would have vested pursuant to the terms thereof. Read SEC document |
| November 18, 2025 Filed Nov 19, 2025 16:10 UTC | Jamf Holding Corp. JAMF · Entity 67879 | SaleCommon Stock | 28,850 | $12.85 | $370,860.98 |
DisclosureSEC source: 0001104659-25-114097 · tm2531687-1_4seq1.xml · nonDerivative · entry 1 Rudow David · CIK 0001814794 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 413,427 F1 · shares: This sale reported in this Form 4 represents shares sold on behalf of the reporting person to cover tax withholding obligations in connection with the vesting of RSUs pursuant to the Company's mandatory sell-to-cover policy. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $12.85 to $12.8675, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, 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 ranges set forth in footnote 2 to this Form 4. Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 18:35 UTC | Jamf Holding Corp. JAMF · Entity 67879 | GrantCommon Stock | 37,965 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-002558 · primarydocument.xml · nonDerivative · entry 1 Rudow David · CIK 0001814794 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 442,277 Read SEC document |
| November 15, 2024 Filed Nov 19, 2024 17:00 UTC | Jamf Holding Corp. JAMF · Entity 67879 | GrantCommon Stock | 404,312 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-007803 · primarydocument.xml · nonDerivative · entry 1 Rudow David · CIK 0001814794 · Incoming CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 404,312 Read SEC document |
| November 02, 2022 Filed Nov 4, 2022 17:03 UTC | nCino, Inc. NCNO · Entity 4391 | SaleCommon Stock | 12,571 | $28.95 | $363,930.45 |
DisclosureSEC source: 0001140361-22-040034 · form4.xml · nonDerivative · entry 1 Rudow David · CIK 0001814794 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,390 F1 · shares: These shares were sold to cover tax withholding due upon vesting of RSUs. Such "sales to cover" are mandated by the Issuer's equity incentive plans to satisfy tax withholding obligations and do not represent a discretionary trade by the reporting person. Read SEC document |
| September 06, 2022 Filed Sep 8, 2022 17:07 UTC | nCino, Inc. NCNO · Entity 4391 | SaleCommon Stock | 11,000 | $32.37 | $356,070.00 |
DisclosureSEC source: 0001567619-22-017186 · doc1.xml · nonDerivative · entry 1 Rudow David · CIK 0001814794 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,961 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| June 09, 2022 Filed Jun 13, 2022 17:24 UTC | nCino, Inc. NCNO · Entity 4391 | SaleCommon Stock | 18,500 | $35.18 | $650,830.00 |
DisclosureSEC source: 0001567619-22-012790 · doc1.xml · nonDerivative · entry 2 Rudow David · CIK 0001814794 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,961 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| June 09, 2022 Filed Jun 13, 2022 17:24 UTC | nCino, Inc. NCNO · Entity 4391 | SaleCommon Stock | 6,924 | $34.55 | $239,231.12 |
DisclosureSEC source: 0001567619-22-012790 · doc1.xml · nonDerivative · entry 1 Rudow David · CIK 0001814794 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,461 F1 · shares: These shares were sold to cover tax withholding due upon vesting of RSUs. Such "sales to cover" are mandated by the Issuer's equity incentive plans to satisfy tax withholding obligations and do not represent a discretionary trade by the reporting person. Read SEC document |
| April 06, 2022 Filed Apr 8, 2022 18:47 UTC | nCino, Inc. NCNO · Entity 4391 | SaleCommon Stock | 2,215 | $43.63 | $96,638.24 |
DisclosureSEC source: 0001140361-22-013856 · form4.xml · nonDerivative · entry 1 Rudow David · CIK 0001814794 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,385 F1 · shares: These shares were sold to cover tax withholding due upon vesting of RSUs. Such "sales to cover" are mandated by the Issuer's equity incentive plans to satisfy tax withholding obligations and do not represent a discretionary trade by the reporting person. Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 17:18 UTC | nCino, Inc. NCNO · Entity 4391 | GrantCommon Stock | 62,186 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-002462 · doc1.xml · nonDerivative · entry 1 Rudow David · CIK 0001814794 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,600 F1 · shares: These RSUs vest in four equal annual installments starting on February 1, 2023, subject to the reporting person's continued employment through the applicable vesting date. Read SEC document |
| January 07, 2022 Filed Jan 11, 2022 16:25 UTC | nCino, Inc. NCNO · Entity 4391 | GrantCommon Stock | 119,608 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-22-001357 · form4.xml · nonDerivative · entry 2 Rudow David · CIK 0001814794 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,414 F1 · price: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among nCino, Inc., a Delaware corporation ("old nCino"), Penny HoldCo, Inc., a Delaware corporation and, at the time, a wholly owned subsidiary of old nCino (the "Issuer"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) old nCino merged with a merger sub and survived such merger as a wholly owned subsidiary of the Issuer (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of the Issuer; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of the Issuer (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers"). F2 · price: Upon completion of the Mergers, the Issuer changed its name to nCino, Inc. F4 · price: Pursuant to the Merger Agreement, at the Effective Time, each restricted stock unit granted by Old nCino ("Old nCino RSU") converted automatically into a restricted stock unit of the Issuer on substantially the same terms and conditions (including vesting and delivery schedule) as applied to such Old nCino RSU immediately prior to the Effective Time. Read SEC document |
| January 07, 2022 Filed Jan 11, 2022 16:25 UTC | nCino, Inc. NCNO · Entity 4391 | GrantCommon Stock | 18,806 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-22-001357 · form4.xml · nonDerivative · entry 1 Rudow David · CIK 0001814794 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,806 F1 · price: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among nCino, Inc., a Delaware corporation ("old nCino"), Penny HoldCo, Inc., a Delaware corporation and, at the time, a wholly owned subsidiary of old nCino (the "Issuer"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) old nCino merged with a merger sub and survived such merger as a wholly owned subsidiary of the Issuer (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of the Issuer; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of the Issuer (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers"). F2 · price: Upon completion of the Mergers, the Issuer changed its name to nCino, Inc. F3 · price: Pursuant to the Merger Agreement, at the effective time of the nCino Merger (the "Effective Time"), each share of old nCino common stock, par value $0.0005 per share, ("Old nCino Shares") converted automatically into one share of common stock, par value $0.0005 per share, of the Issuer ("Shares"). As of January 7, 2022, the closing market price of the old nCino Shares was $50.82. Read SEC document |
| January 07, 2022 Filed Jan 11, 2022 16:16 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Disposition to issuerRestricted Stock Units · Derivative | 40,782 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-22-001328 · form4.xml · derivative · entry 4 Rudow David · CIK 0001814794 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 40,782 shares Expires 2027-06-08 F5 · derivative.exercise_price: Each RSU represents a contingent right to receive one Share. These RSUs remain from an original grant of 54,375 RSUs that vest in four equal annual installments starting on June 8, 2021, subject to the reporting person's continued employment through the applicable vesting date. F1 · price: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among the Issuer, Penny HoldCo, Inc., a Delaware corporation and a wholly owned subsidiary of the Issuer ("Parent"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) the Issuer merged with a merger sub and survived such merger as a wholly owned subsidiary of Parent (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of Parent; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of Parent (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers"). Upon completion of the Mergers, Parent changed its name to nCino, Inc. F3 · price: Pursuant to the Merger Agreement, at the Effective Time, these restricted stock units ("RSUs") converted automatically into an award of an equivalent number of Parent restricted stock units on substantially the same terms and conditions (including vesting and delivery schedule) as applied to such RSU immediately prior to the Effective Time. F5 · derivative.exercise_date: Each RSU represents a contingent right to receive one Share. These RSUs remain from an original grant of 54,375 RSUs that vest in four equal annual installments starting on June 8, 2021, subject to the reporting person's continued employment through the applicable vesting date. Read SEC document |
| January 07, 2022 Filed Jan 11, 2022 16:16 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Disposition to issuerRestricted Stock Units · Derivative | 50,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-22-001328 · form4.xml · derivative · entry 3 Rudow David · CIK 0001814794 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 50,000 shares Expires 2026-11-01 F4 · derivative.exercise_price: Each RSU represents a contingent right to receive one Share. These RSUs remain from an original grant of 100,000 RSUs that vest in four equal annual installments starting on November 1, 2020, subject to the reporting person's continued employment through the applicable vesting date. F1 · price: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among the Issuer, Penny HoldCo, Inc., a Delaware corporation and a wholly owned subsidiary of the Issuer ("Parent"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) the Issuer merged with a merger sub and survived such merger as a wholly owned subsidiary of Parent (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of Parent; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of Parent (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers"). Upon completion of the Mergers, Parent changed its name to nCino, Inc. F3 · price: Pursuant to the Merger Agreement, at the Effective Time, these restricted stock units ("RSUs") converted automatically into an award of an equivalent number of Parent restricted stock units on substantially the same terms and conditions (including vesting and delivery schedule) as applied to such RSU immediately prior to the Effective Time. F4 · derivative.exercise_date: Each RSU represents a contingent right to receive one Share. These RSUs remain from an original grant of 100,000 RSUs that vest in four equal annual installments starting on November 1, 2020, subject to the reporting person's continued employment through the applicable vesting date. Read SEC document |
| January 07, 2022 Filed Jan 11, 2022 16:16 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Disposition to issuerCommon Stock | 28,826 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-22-001328 · form4.xml · nonDerivative · entry 2 Rudow David · CIK 0001814794 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among the Issuer, Penny HoldCo, Inc., a Delaware corporation and a wholly owned subsidiary of the Issuer ("Parent"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) the Issuer merged with a merger sub and survived such merger as a wholly owned subsidiary of Parent (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of Parent; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of Parent (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers"). Upon completion of the Mergers, Parent changed its name to nCino, Inc. F3 · price: Pursuant to the Merger Agreement, at the Effective Time, these restricted stock units ("RSUs") converted automatically into an award of an equivalent number of Parent restricted stock units on substantially the same terms and conditions (including vesting and delivery schedule) as applied to such RSU immediately prior to the Effective Time. Read SEC document |
| January 07, 2022 Filed Jan 11, 2022 16:16 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Disposition to issuerCommon Stock | 18,806 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-22-001328 · form4.xml · nonDerivative · entry 1 Rudow David · CIK 0001814794 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,826 F1 · price: Pursuant to the Agreement and Plan of Merger, dated November 16, 2021 (the "Merger Agreement"), by and among the Issuer, Penny HoldCo, Inc., a Delaware corporation and a wholly owned subsidiary of the Issuer ("Parent"), SimpleNexus, LLC, a Utah limited liability company (the "SimpleNexus"), and certain other parties, effective January 7, 2022, among other things: (i) the Issuer merged with a merger sub and survived such merger as a wholly owned subsidiary of Parent (the "nCino Merger"); (ii) certain blocker merger sub entities merged with and into the respective corresponding blocker entity, with each of the respective blocker entities surviving as a wholly owned subsidiary of Parent; (iii) SimpleNexus merged with a separate merger sub and survived such merger as a wholly owned indirect subsidiary of Parent (the mergers contemplated in clauses (i) - (iii) hereof, collectively, the "Mergers"). Upon completion of the Mergers, Parent changed its name to nCino, Inc. F2 · price: Pursuant to the Merger Agreement, at the effective time of the nCino Merger (the "Effective Time"), these shares of the Issuer's common stock, par value $0.0005 per share, ("Shares") converted automatically into an equivalent number of shares of common stock, par value $0.0005 per share, of Parent ("Parent Shares"). As of January 7, 2022, the closing market price of the Shares was $50.82. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 17:06 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | SaleCommon Stock | 66 | $54.88 | $3,622.08 |
DisclosureSEC source: 0001567619-21-022285 · doc1.xml · nonDerivative · entry 2 Rudow David · CIK 0001814794 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,632 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 17:06 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | SaleCommon Stock | 2,434 | $56.94 | $138,579.79 |
DisclosureSEC source: 0001567619-21-022285 · doc1.xml · nonDerivative · entry 1 Rudow David · CIK 0001814794 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,698 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| December 15, 2021 Filed Dec 20, 2021 17:00 UTC Amendment | nCino OpCo, Inc. NCNO · Entity 15709 | SaleCommon Stock | 66 | $54.88 | $3,622.08 |
DisclosureSEC source: 0001567619-21-022336 · doc1.xml · nonDerivative · entry 2 Rudow David · CIK 0001814794 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,632 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F2 · acquired: The reporting person is filing this Form 4 amendment to change the inadvertent use of code "A" to the correct code "D" in Column 4 when reporting the sale of 2,500 shares of Common Stock on December 15, 2021, in the Form 4 filed by the reporting person on December 17, 2021. Read SEC document |
| December 15, 2021 Filed Dec 20, 2021 17:00 UTC Amendment | nCino OpCo, Inc. NCNO · Entity 15709 | SaleCommon Stock | 2,434 | $56.94 | $138,579.79 |
DisclosureSEC source: 0001567619-21-022336 · doc1.xml · nonDerivative · entry 1 Rudow David · CIK 0001814794 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,698 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F2 · acquired: The reporting person is filing this Form 4 amendment to change the inadvertent use of code "A" to the correct code "D" in Column 4 when reporting the sale of 2,500 shares of Common Stock on December 15, 2021, in the Form 4 filed by the reporting person on December 17, 2021. Read SEC document |
| November 02, 2021 Filed Nov 3, 2021 17:04 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | SaleCommon Stock | 11,169 | $75.46 | $842,812.74 |
DisclosureSEC source: 0001567619-21-019282 · doc1.xml · nonDerivative · entry 2 Rudow David · CIK 0001814794 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,132 F2 · kind: These sales were sold to cover tax withholding due upon vesting of RSUs. Such "sales to cover" are mandated by the Issuer's equity incentive plans to satisfy tax withholding obligations and do not represent a discretionary trade by the Reporting Person. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 17:04 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Exercise / conversionRestricted Stock Units · Derivative | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-019282 · doc1.xml · derivative · entry 3 Rudow David · CIK 0001814794 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 25,000 shares Expires 2026-11-01 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_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer ("Share") or, in the Issuer's discretion, an amount of cash equal to the fair market value of the Shares represented by the RSUs on the payment date. These RSUs vest in four equal annual installments starting on November 1, 2020, subject to the reporting person's continued employment through the applicable vesting date, and provided that no RSUs can be settled until after the expiration of the lock-up period established in connection with the Issuer's initial public offering. These RSUs fully vest upon a change in control of the Issuer. F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer ("Share") or, in the Issuer's discretion, an amount of cash equal to the fair market value of the Shares represented by the RSUs on the payment date. These RSUs vest in four equal annual installments starting on November 1, 2020, subject to the reporting person's continued employment through the applicable vesting date, and provided that no RSUs can be settled until after the expiration of the lock-up period established in connection with the Issuer's initial public offering. These RSUs fully vest upon a change in control of the Issuer. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 17:04 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Exercise / conversionCommon Stock | 25,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-21-019282 · doc1.xml · nonDerivative · entry 1 Rudow David · CIK 0001814794 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,301 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 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer ("Share") or, in the Issuer's discretion, an amount of cash equal to the fair market value of the Shares represented by the RSUs on the payment date. These RSUs vest in four equal annual installments starting on November 1, 2020, subject to the reporting person's continued employment through the applicable vesting date, and provided that no RSUs can be settled until after the expiration of the lock-up period established in connection with the Issuer's initial public offering. These RSUs fully vest upon a change in control of the Issuer. Read SEC document |
| September 15, 2021 Filed Sep 17, 2021 17:49 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | SaleCommon Stock | 7,500 | $74.04 | $555,300.00 |
DisclosureSEC source: 0001567619-21-017302 · doc1.xml · nonDerivative · entry 1 Rudow David · CIK 0001814794 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,301 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| June 16, 2021 Filed Jun 17, 2021 17:00 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | SaleCommon Stock | 2,500 | $62.57 | $156,412.50 |
DisclosureSEC source: 0001567619-21-012333 · doc1.xml · nonDerivative · entry 1 Rudow David · CIK 0001814794 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,801 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| June 09, 2021 Filed Jun 10, 2021 17:35 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | SaleCommon Stock | 6,184 | $62.28 | $385,164.26 |
DisclosureSEC source: 0000905148-21-000497 · form4.xml · nonDerivative · entry 2 Rudow David · CIK 0001814794 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,301 F2 · kind: These sales were sold to cover tax withholding due upon vesting of RSUs. Such "sales to cover" are mandated by the Issuer's equity incentive plans to satisfy tax withholding obligations and do not represent a discretionary trade by the reporting person. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 17:35 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Exercise / conversionRestricted Stock Units · Derivative | 13,593 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-21-000497 · form4.xml · derivative · entry 3 Rudow David · CIK 0001814794 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,782 Underlying: Common Stock · 13,593 shares Expires 2027-06-08 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_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer ("Share") or, in the Issuer's discretion, an amount of cash equal to the fair market value of the Shares represented by the RSUs on the payment date. These RSUs vest in four equal annual installments starting on June 8, 2021, subject to the reporting person's continued employment through the applicable vesting date. These RSUs fully vest upon a change in control of the Issuer. F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer ("Share") or, in the Issuer's discretion, an amount of cash equal to the fair market value of the Shares represented by the RSUs on the payment date. These RSUs vest in four equal annual installments starting on June 8, 2021, subject to the reporting person's continued employment through the applicable vesting date. These RSUs fully vest upon a change in control of the Issuer. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 17:35 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Exercise / conversionCommon Stock | 13,593 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000905148-21-000497 · form4.xml · nonDerivative · entry 1 Rudow David · CIK 0001814794 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,485 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 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer ("Share") or, in the Issuer's discretion, an amount of cash equal to the fair market value of the Shares represented by the RSUs on the payment date. These RSUs vest in four equal annual installments starting on June 8, 2021, subject to the reporting person's continued employment through the applicable vesting date. These RSUs fully vest upon a change in control of the Issuer. Read SEC document |
| April 13, 2021 Filed Apr 15, 2021 17:00 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | SaleCommon Stock | 2,500 | $70.68 | $176,700.00 |
DisclosureSEC source: 0000905148-21-000360 · form4.xml · nonDerivative · entry 1 Rudow David · CIK 0001814794 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,892 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| April 05, 2021 Filed Apr 7, 2021 21:27 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | GrantCommon Stock | 28,826 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-012063 · form4.xml · nonDerivative · entry 1 Rudow David · CIK 0001814794 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,392 F1 · shares: These RSUs vest in four equal annual installments starting on April 5, 2022, subject to the reporting person's continued employment through the applicable vesting date. Read SEC document |
| January 13, 2021 Filed Jan 13, 2021 21:43 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | SaleCommon Stock | 1,000 | $71.70 | $71,700.00 |
DisclosureSEC source: 0001140361-21-001121 · form4.xml · nonDerivative · entry 3 Rudow David · CIK 0001814794 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,566 Read SEC document |
| January 12, 2021 Filed Jan 13, 2021 21:43 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | SaleCommon Stock | 11,434 | $70.34 | $804,267.56 |
DisclosureSEC source: 0001140361-21-001121 · form4.xml · nonDerivative · entry 2 Rudow David · CIK 0001814794 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,566 F2 · kind: These sales were sold to cover tax withholding due upon vesting of RSUs. Such "sales to cover" are mandated by the Issuer's equity incentive plans to satisfy tax withholding obligations and do not represent a discretionary trade by the Reporting Person. Read SEC document |
| January 11, 2021 Filed Jan 13, 2021 21:43 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Exercise / conversionRestricted Stock Units · Derivative | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-001121 · form4.xml · derivative · entry 4 Rudow David · CIK 0001814794 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 Underlying: Common Stock · 25,000 shares Expires 2026-11-01 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_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer ("Share") or, in the Issuer's discretion, an amount of cash equal to the fair market value of the Shares represented by the RSUs on the payment date. These RSUs vest in four equal annual installments starting on November 1, 2020, subject to the reporting person's continued employment through the applicable vesting date, and provided that no RSUs can be settled until after the expiration of the lock-up period established in connection with the Issuer's initial public offering. These RSUs fully vest upon a change in control of the Issuer. F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer ("Share") or, in the Issuer's discretion, an amount of cash equal to the fair market value of the Shares represented by the RSUs on the payment date. These RSUs vest in four equal annual installments starting on November 1, 2020, subject to the reporting person's continued employment through the applicable vesting date, and provided that no RSUs can be settled until after the expiration of the lock-up period established in connection with the Issuer's initial public offering. These RSUs fully vest upon a change in control of the Issuer. Read SEC document |
| January 11, 2021 Filed Jan 13, 2021 21:43 UTC | nCino OpCo, Inc. NCNO · Entity 15709 | Exercise / conversionCommon Stock | 25,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-21-001121 · form4.xml · nonDerivative · entry 1 Rudow David · CIK 0001814794 · CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 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 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock of the Issuer ("Share") or, in the Issuer's discretion, an amount of cash equal to the fair market value of the Shares represented by the RSUs on the payment date. These RSUs vest in four equal annual installments starting on November 1, 2020, subject to the reporting person's continued employment through the applicable vesting date, and provided that no RSUs can be settled until after the expiration of the lock-up period established in connection with the Issuer's initial public offering. These RSUs fully vest upon a change in control of the Issuer. 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.