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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 10-Apr-24 5:16 PM View:  | Ncino, Inc. (NCNO) | 08-Apr-24 | Sale | 1,876 | $34.41 | $64,558.80 | (< 1%) 364.53K to 362.66K | |
| 08-Feb-24 4:06 PM View: | Ncino, Inc. (NCNO) | 06-Feb-24 | Sale | 1,898 | $31.00 | $58,834.20 | (< 1%) 366.43K to 364.53K | |
| 06-Feb-24 4:04 PM View: | Ncino, Inc. (NCNO) | 05-Feb-24 | Sale | 1,962 | $30.66 | $60,145.10 | (< 1%) 368.39K to 366.43K | |
| 06-Feb-24 4:04 PM View: | Ncino, Inc. (NCNO) | 02-Feb-24 | Sale | 2,128 | $31.22 | $66,442.50 | (< 1%) 370.52K to 368.39K | |
| 06-Nov-23 4:08 PM View: | Ncino, Inc. (NCNO) | 03-Nov-23 | Sale (Planned) | 7,000 | $28.83 | $201,810.00 | (2%) 377.52K to 370.52K | |
| 06-Nov-23 4:08 PM View: | Ncino, Inc. (NCNO) | 02-Nov-23 | Sale | 3,693 | $28.54 | $105,413.00 | (< 1%) 381.21K to 377.52K | |
| 10-Oct-23 4:04 PM View: | Ncino, Inc. (NCNO) | 06-Oct-23 | Sale (Planned) | 6,970 | $29.36 | $204,639.00 | (2%) 388.18K to 381.21K | |
| 12-Sep-23 4:03 PM View: | Ncino, Inc. (NCNO) | 08-Sep-23 | Sale (Planned) | 4,549 | $32.45 | $147,615.00 | (1%) 392.73K to 388.18K | |
| 08-Aug-23 4:04 PM View: | Ncino, Inc. (NCNO) | 04-Aug-23 | Sale (Planned) | 6,939 | $30.05 | $208,517.00 | (2%) 399.67K to 392.73K | |
| 04-Aug-23 5:28 PM View: | Ncino, Inc. (NCNO) | 03-Aug-23 | Sale | 2,854 | $29.63 | $84,552.60 | (< 1%) 402.52K to 399.67K | |
| 04-Aug-23 5:28 PM View: | Ncino, Inc. (NCNO) | 02-Aug-23 | Sale | 2,903 | $30.64 | $88,956.60 | (< 1%) 405.43K to 402.52K | |
| 18-Jul-23 4:57 PM View: | Ncino, Inc. (NCNO) | 14-Jul-23 | Sale (Planned) | 35,847 | $31.06 | $1,113,480.00 | (8%) 441.27K to 405.43K | |
| 13-Jun-23 5:17 PM View: | Ncino, Inc. (NCNO) | 09-Jun-23 | Sale | 6,109 | $24.05 | $146,940.00 | (1%) 447.38K to 441.27K | |
| 03-May-23 5:00 PM View: | Ncino, Inc. (NCNO) | 01-May-23 | Grant | 129,397 | -- | -- | 41% 317.99K to 447.38K | |
| 10-Apr-23 5:01 PM View: | Ncino, Inc. (NCNO) | 06-Apr-23 | Sale | 2,386 | $24.11 | $57,538.40 | (< 1%) 320.37K to 317.99K | |
| 05-Apr-23 6:01 PM View: | Ncino, Inc. (NCNO) | 03-Apr-23 | Option Exercise | 132,058 | $4.98 | $657,649.00 | 51% 261.17K to 393.22K | |
| 05-Apr-23 6:01 PM View: | Ncino, Inc. (NCNO) | 03-Apr-23 | Option Sale | 72,851 | $23.94 | $1,744,230.00 | (19%) 393.22K to 320.37K | |
| 06-Feb-23 8:22 PM View: | Ncino, Inc. (NCNO) | 03-Feb-23 | Sale | 2,955 | $30.55 | $90,281.20 | (1%) 264.12K to 261.17K | |
| 06-Feb-23 8:22 PM View: | Ncino, Inc. (NCNO) | 02-Feb-23 | Sale | 2,985 | $31.35 | $93,591.70 | (1%) 267.11K to 264.12K | |
| 04-Nov-22 5:03 PM View: | Ncino, Inc. (NCNO) | 02-Nov-22 | Sale | 4,052 | $28.95 | $117,305.00 | (1%) 271.16K to 267.11K | |
| 04-Aug-22 6:14 PM View: | Ncino, Inc. (NCNO) | 02-Aug-22 | Sale | 5,561 | $32.35 | $179,871.00 | (2%) 276.72K to 271.16K | |
| 13-Jun-22 5:20 PM View: | Ncino, Inc. (NCNO) | 09-Jun-22 | Sale | 4,342 | $34.55 | $150,020.00 | (2%) 281.06K to 276.72K | |
| 08-Apr-22 6:55 PM View: | Ncino, Inc. (NCNO) | 06-Apr-22 | Sale | 1,663 | $43.63 | $72,555.00 | (< 1%) 282.72K to 281.06K | |
| 03-Feb-22 5:15 PM View: | Ncino, Inc. (NCNO) | 01-Feb-22 | Grant | 79,642 | -- | -- | 39% 203.08K to 282.72K | |
| 11-Jan-22 4:16 PM View: | Ncino Opco, Inc. (NCNO) | 07-Jan-22 | Disposition | 137,300 | -- | -- | (100%) 137.3K to 0 | |
| 11-Jan-22 4:25 PM View: | Ncino, Inc. (NCNO) | 07-Jan-22 | Grant | 203,082 | -- | -- | 100% 0 to 203.08K | |
| 03-Nov-21 7:21 PM View: | Ncino Opco, Inc. (NCNO) | 01-Nov-21 | Grant | 34,406 | -- | -- | 33% 102.89K to 137.3K | |
| 13-Oct-21 5:04 PM View: | Ncino Opco, Inc. (NCNO) | 11-Oct-21 | Market Sale (Planned) | 20,000 | $69.79 | $1,395,890.00 | (16%) 122.89K to 102.89K | (2%) |
| 04-Aug-21 6:23 PM View: | Ncino Opco, Inc. (NCNO) | 03-Aug-21 | Market Option Sale | 5,690 | $63.33 | $360,359.00 | (4%) 128.58K to 122.89K | |
| 04-Aug-21 6:23 PM View: | Ncino Opco, Inc. (NCNO) | 02-Aug-21 | Option Exercise | 12,500 | -- | -- | 11% 116.08K to 128.58K | |
| 10-Jun-21 5:38 PM View: | Ncino Opco, Inc. (NCNO) | 09-Jun-21 | Market Option Sale | 6,184 | $62.28 | $385,164.00 | (5%) 122.27K to 116.08K | |
| 10-Jun-21 5:38 PM View: | Ncino Opco, Inc. (NCNO) | 08-Jun-21 | Option Exercise | 33,593 | $2.96 | $99,600.00 | 31% 108.67K to 142.27K | |
| 10-Jun-21 5:38 PM View: | Ncino Opco, Inc. (NCNO) | 08-Jun-21 | Market Option Sale (Planned) | 20,000 | $62.74 | $1,254,800.00 | (14%) 142.27K to 122.27K | |
| 08-Apr-21 7:51 PM View: | Ncino Opco, Inc. (NCNO) | 07-Apr-21 | Option Exercise | 20,000 | $4.98 | $99,600.00 | 18% 108.67K to 128.68K | |
| 08-Apr-21 7:51 PM View: | Ncino Opco, Inc. (NCNO) | 07-Apr-21 | Market Option Sale (Planned) | 20,000 | $71.50 | $1,429,960.00 | (16%) 128.68K to 108.67K | |
| 07-Apr-21 9:32 PM View: | Ncino Opco, Inc. (NCNO) | 05-Apr-21 | Grant | 21,620 | -- | -- | 25% 87.06K to 108.67K | |
| 03-Feb-21 5:49 PM View: | Ncino Opco, Inc. (NCNO) | 01-Feb-21 | Option Exercise | 20,080 | $4.98 | $99,998.40 | 30% 66.97K to 87.06K | |
| 13-Jan-21 9:45 PM View: | Ncino Opco, Inc. (NCNO) | 12-Jan-21 | Market Option Sale | 3,866 | $70.34 | $271,934.00 | (5%) 70.84K to 66.97K | |
| 13-Jan-21 9:45 PM View: | Ncino Opco, Inc. (NCNO) | 11-Jan-21 | Option Exercise | 52,500 | $3.09 | $162,065.00 | 90% 58.34K to 110.84K | |
| 13-Jan-21 9:45 PM View: | Ncino Opco, Inc. (NCNO) | 11-Jan-21 | Market Option Sale | 40,000 | $70.34 | $2,813,700.00 | (36%) 110.84K to 70.84K | |
| 13-Oct-20 5:01 PM View: | Ncino Opco, Inc. (NCNO) | 13-Oct-20 | Option Sale | 57,941 | $72.00 | $4,171,750.00 | (45%) 127.98K to 70.04K | |
| 13-Oct-20 5:01 PM View: | Ncino Opco, Inc. (NCNO) | 13-Oct-20 | Sale | 11,696 | $72.00 | $842,112.00 | (17%) 70.04K to 58.34K | |
| 13-Oct-20 5:01 PM View: | Ncino Opco, Inc. (NCNO) | 08-Oct-20 | Option Exercise | 57,941 | $3.45 | $199,996.00 | 83% 70.04K to 127.98K | |
| 16-Jul-20 6:02 PM View: | Ncino Opco, Inc. (NCNO) | 16-Jul-20 | Purchase | 250 | $31.00 | $7,750.00 | < 1% 69.79K to 70.04K |