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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 29-Aug-24 4:26 PM View:  | Q2 Holdings, Inc. (QTWO) | 28-Aug-24 | Market Sale | 1,013 | $73.97 | $74,931.60 | (5%) 19.8K to 18.79K | 2% |
| 13-Jun-24 6:58 PM View: | Cs Disco, Inc. (LAW) | 13-Jun-24 | Grant | 24,958 | -- | -- | 16% 155.03K to 179.98K | |
| 12-Jun-24 6:03 PM View: | Q2 Holdings, Inc. (QTWO) | 11-Jun-24 | Grant | 3,520 | -- | -- | 22% 16.28K to 19.8K | |
| 23-May-24 4:22 PM View: | Q2 Holdings, Inc. (QTWO) | 22-May-24 | Market Sale | 848 | $63.47 | $53,822.60 | (5%) 17.13K to 16.28K | (15%) |
| 23-Feb-24 4:56 PM View: | Q2 Holdings, Inc. (QTWO) | 22-Feb-24 | Sale | 1,040 | $44.81 | $46,602.40 | (6%) 18.17K to 17.13K | |
| 15-Dec-23 5:00 PM View: | Q2 Holdings, Inc. (QTWO) | 13-Dec-23 | Sale | 1,126 | $40.00 | $45,040.00 | (6%) 19.3K to 18.17K | |
| 27-Nov-23 4:09 PM View: | Q2 Holdings, Inc. (QTWO) | 22-Nov-23 | Sale (Planned) | 493 | $35.20 | $17,353.60 | (2%) 19.79K to 19.3K | |
| 15-Sep-23 7:20 PM View: | Cs Disco, Inc. (LAW) | 14-Sep-23 | Private Purchase | 7,000 | $6.95 | $48,650.00 | 5% 148.03K to 155.03K | |
| 14-Sep-23 4:29 PM View: | Q2 Holdings, Inc. (QTWO) | 13-Sep-23 | Sale (Planned) | 493 | $33.50 | $16,515.50 | (2%) 20.28K to 19.79K | |
| 16-Jun-23 4:13 PM View: | Cs Disco, Inc. (LAW) | 15-Jun-23 | Grant | 18,473 | -- | -- | 14% 129.55K to 148.03K | |
| 02-Jun-23 4:30 PM View: | Q2 Holdings, Inc. (QTWO) | 31-May-23 | Grant | 7,177 | -- | -- | 55% 13.11K to 20.28K | |
| 14-Jul-22 4:32 PM View: | Cs Disco, Inc. (LAW) | 12-Jul-22 | Grant | 6,834 | -- | -- | 6% 122.72K to 129.55K | |
| 03-Jun-22 9:22 AM View: | Q2 Holdings, Inc. (QTWO) | 01-Jun-22 | Grant | 4,052 | -- | -- | 45% 9.05K to 13.11K | |
| 20-Apr-22 4:48 PM View: | Cs Disco, Inc. (LAW) | 18-Apr-22 | Option Exercise | 2,000 | $8.80 | $17,600.00 | 2% 120.72K to 122.72K | |
| 02-Mar-22 4:45 PM View: | Cs Disco, Inc. (LAW) | 28-Feb-22 | Market Sale (Planned) | 1,000 | $34.51 | $34,510.00 | (< 1%) 121.72K to 120.72K | 5% |
| 28-Feb-22 10:00 PM View: | Q2 Holdings, Inc. (QTWO) | 24-Feb-22 | Market Sale (Planned) | 500 | $65.00 | $32,500.00 | (5%) 9.55K to 9.05K | (12%) |
| 23-Nov-21 4:23 PM View: | Q2 Holdings, Inc. (QTWO) | 22-Nov-21 | Market Sale (Planned) | 500 | $85.29 | $42,645.00 | (5%) 10.05K to 9.55K | 3% |
| 17-Nov-21 7:07 PM View: | Cs Disco, Inc. (LAW) | 15-Nov-21 | Market Sale (Planned) | 1,000 | $49.00 | $49,000.00 | (< 1%) 122.72K to 121.72K | (7%) |
| 06-Oct-21 4:25 PM View: | Cs Disco, Inc. (LAW) | 04-Oct-21 | Grant | 3,670 | -- | -- | 3% 119.05K to 122.72K | |
| 21-Sep-21 10:00 PM View: | Cs Disco, Inc. (LAW) | 17-Sep-21 | Market Sale | 8,000 | $51.28 | $410,220.00 | (6%) 127.05K to 119.05K | 6% |
| 25-Aug-21 4:20 PM View: | Q2 Holdings, Inc. (QTWO) | 23-Aug-21 | Market Sale (Planned) | 500 | $81.95 | $40,975.00 | (5%) 10.55K to 10.05K | (3%) |
| 09-Jun-21 4:52 PM View: | Q2 Holdings, Inc. (QTWO) | 08-Jun-21 | Grant | 2,189 | -- | -- | 26% 8.36K to 10.55K | |
| 24-May-21 4:34 PM View: | Q2 Holdings, Inc. (QTWO) | 21-May-21 | Market Sale (Planned) | 500 | $94.62 | $47,310.00 | (6%) 8.86K to 8.36K | 2% |
| 24-Feb-21 5:48 PM View: | Q2 Holdings, Inc. (QTWO) | 22-Feb-21 | Market Sale (Planned) | 500 | $134.86 | $67,430.00 | (5%) 9.36K to 8.86K | 4% |
| 24-Nov-20 5:27 PM View: | Q2 Holdings, Inc. (QTWO) | 23-Nov-20 | Market Sale (Planned) | 500 | $115.42 | $57,710.00 | (5%) 9.86K to 9.36K | (11%) |
| 25-Aug-20 5:55 PM View: | Q2 Holdings, Inc. (QTWO) | 21-Aug-20 | Market Sale (Planned) | 500 | $97.86 | $48,930.00 | (5%) 10.36K to 9.86K | (31%) |
| 11-Jun-20 5:02 PM View: | Q2 Holdings, Inc. (QTWO) | 09-Jun-20 | Grant | 1,971 | -- | -- | 23% 8.39K to 10.36K | |
| 27-May-20 4:36 PM View: | Q2 Holdings, Inc. (QTWO) | 22-May-20 | Option Exercise | 2,745 | $27.32 | $74,984.80 | 33% 8.39K to 11.14K | |
| 27-May-20 4:36 PM View: | Q2 Holdings, Inc. (QTWO) | 22-May-20 | Market Option Sale (Planned) | 2,745 | $81.86 | $224,706.00 | (25%) 11.14K to 8.39K | (57%) |
| 26-Feb-20 4:49 PM View: | Q2 Holdings, Inc. (QTWO) | 24-Feb-20 | Option Exercise | 10,000 | $18.37 | $183,743.00 | 119% 8.39K to 18.39K | |
| 26-Feb-20 4:49 PM View: | Q2 Holdings, Inc. (QTWO) | 24-Feb-20 | Market Option Sale (Planned) | 10,000 | $82.06 | $820,600.00 | (54%) 18.39K to 8.39K | (56%) |
| 25-Nov-19 4:42 PM View: | Q2 Holdings, Inc. (QTWO) | 22-Nov-19 | Option Exercise | 15,000 | $6.48 | $97,215.00 | 179% 8.39K to 23.39K | |
| 25-Nov-19 4:42 PM View: | Q2 Holdings, Inc. (QTWO) | 22-Nov-19 | Market Option Sale (Planned) | 15,000 | $82.21 | $1,233,150.00 | (64%) 23.39K to 8.39K | (56%) |
| 05-Sep-19 5:54 PM View: | Q2 Holdings, Inc. (QTWO) | 04-Sep-19 | Option Exercise | 20,000 | $4.00 | $80,000.00 | 238% 8.39K to 28.39K | |
| 05-Sep-19 5:54 PM View: | Q2 Holdings, Inc. (QTWO) | 04-Sep-19 | Market Option Sale (Planned) | 20,000 | $88.71 | $1,774,200.00 | (70%) 28.39K to 8.39K | (44%) |
| 13-Jun-19 4:35 PM View: | Q2 Holdings, Inc. (QTWO) | 11-Jun-19 | Grant | 2,314 | -- | -- | 38% 6.08K to 8.39K | |
| 24-May-19 6:30 PM View: | Q2 Holdings, Inc. (QTWO) | 22-May-19 | Option Exercise | 2,000 | $2.14 | $4,280.04 | 33% 6.08K to 8.08K | |
| 24-May-19 6:30 PM View: | Q2 Holdings, Inc. (QTWO) | 22-May-19 | Market Option Sale (Planned) | 2,000 | $73.40 | $146,800.00 | (25%) 8.08K to 6.08K | (75%) |
| 12-Mar-19 5:04 PM View: | Q2 Holdings, Inc. (QTWO) | 08-Mar-19 | Option Exercise | 2,000 | $1.74 | $3,480.00 | 33% 6.08K to 8.08K | |
| 12-Mar-19 5:04 PM View: | Q2 Holdings, Inc. (QTWO) | 08-Mar-19 | Market Option Sale (Planned) | 2,000 | $67.71 | $135,420.00 | (25%) 8.08K to 6.08K | (89%) |
| 15-Jun-18 5:46 PM View: | Q2 Holdings, Inc. (QTWO) | 13-Jun-18 | Grant | 2,036 | -- | -- | 50% 4.04K to 6.08K | |
| 05-Feb-18 12:12 PM View: | Bazaarvoice Inc (BV) | 01-Feb-18 | Grant | 109,005 | -- | -- | 27% 410.95K to 519.96K | |
| 05-Feb-18 12:12 PM View: | Bazaarvoice Inc (BV) | 01-Feb-18 | Disposition | 519,958 | $5.50 | $2,859,770.00 | (100%) 519.96K to 0 | (158%) |
| 19-Jul-17 5:16 PM View: | Q2 Holdings, Inc. (QTWO) | 17-Jul-17 | Market Sale (Planned) | 1,000 | $38.29 | $38,290.00 | (20%) 5.04K to 4.04K | (235%) |
| 22-Jun-17 4:23 PM View: | Bazaarvoice Inc (BV) | 20-Jun-17 | Payment of Exercise | 17,302 | $4.75 | $82,184.50 | (4%) 423.43K to 406.13K | (195%) |
| 16-Jun-17 5:11 PM View: | Q2 Holdings, Inc. (QTWO) | 15-Jun-17 | Market Sale (Planned) | 1,000 | $37.63 | $37,630.00 | (17%) 6.04K to 5.04K | (241%) |
| 16-Jun-17 5:11 PM View: | Q2 Holdings, Inc. (QTWO) | 13-Jun-17 | Gift | 2,144 | -- | -- | (26%) 8.19K to 6.04K | |
| 12-Jun-17 5:32 PM View: | Bazaarvoice Inc (BV) | 09-Jun-17 | Grant | 109,000 | -- | -- | 35% 314.43K to 423.43K | |
| 12-Jun-17 5:43 PM View: | Q2 Holdings, Inc. (QTWO) | 08-Jun-17 | Grant | 3,144 | -- | -- | 62% 5.04K to 8.19K | |
| 17-May-17 5:37 PM View: | Q2 Holdings, Inc. (QTWO) | 15-May-17 | Market Sale (Planned) | 1,000 | $38.59 | $38,590.00 | (17%) 6.04K to 5.04K | (232%) |