Breeden John E

CDO Breeden sells 74,783 shares at $51.70 avg, reduces QTWO stake by 47.0%; stock down 44.6% from 52-week high.

Breeden, Chief Delivery Officer, executed 2 separate sales totaling 74,783 shares for $3,866,215.71 on 2026-03-05 and 2026-03-09, reducing his position from 159,019 shares to 84,236 shares. The timing of these sales—while stock prices have declined 44.6% from the 52-week high of $95.27 and the 90-day return shows -28.6%—coincides with negative near-term momentum, though the cross-ticker track record shows his prior 9 open-market sells had an average 90d return of +20.6% (poorly timed by the metric that negative post-sale returns indicate good timing). At QTWO specifically, his 3 prior measurable sales showed 0 out of 3 well-timed at the 90-day mark. The company's fundamentals remain solid with 14.1% annual revenue growth, $201.7M quarterly revenue, and $15.0M net income; the stock trades at P/E 26.91. The material reduction in insider holdings warrants attention given the stock's current position 44.6% below its 52-week peak.

Chief Delivery Officer Breeden sells 41,966 shares at $49.74 avg; stock down 47.5% from 52-week high.

John E. Breeden, Chief Delivery Officer at Q2 Holdings, executed 2 separate sales totaling 41,966 shares for $2,087,552.87 between March 3–4, 2026, at a blended average price of $49.74. The sales reduced his holdings by -20.9% relative to his pre-transaction position of 200,985 shares. At current price of $49.99, the stock trades -47.5% from its 52-week high of $95.27 and has declined -31.2% over the past 90 days, placing this sale in a period of significant stock weakness. Examined against his prior 5 sales at QTWO, this insider's historical timing at this ticker has been poor: all 5 prior QTWO sales were followed by positive 90-day returns (0 of 5 well-timed); his cross-ticker track record shows only 1 of 7 prior sells resulted in stock decline within 90 days, an average 90-day return of +20.6%. The combination of material sale volume during extended downtrend and a documented pattern of poorly-timed exits at this specific ticker merits attention to whether current price-level offers genuine value or further deterioration should be expected.

Chief Delivery Officer Breeden sells 39.2K shares ($2.9M) at $73.38 avg as QTWO down -34.1% from 52-week high

John E Breeden, Chief Delivery Officer, executed two separate sales totaling 39,173 shares for $2,874,359.91 on 2025-03-12 and 2025-03-13, reducing his holdings by 20.1% to 155,748 shares. The sales occurred at blended average price of $73.38, occurring during a period of significant stock weakness: the current price of $73.07 reflects -34.1% decline from the 52-week high and -20.2% decline over the prior 30 days. His prior open-market trades across all tickers show an average 90-day return of +26.8% after sells, indicating his historical sells have coincided with subsequent stock gains rather than declines—a poorly-timed pattern (0.00% well-timed rate). At QTWO specifically, his three prior measurable sells in 2024 and 2023 each posted positive 90-day returns ranging +1.4% to +32.2%, suggesting prior sales did not precede downturns. The company remains unprofitable (net income -$11.8M) despite +11.5% annual revenue growth. This sale warrants tracking as to whether it signals a material shift in his conviction or represents routine portfolio management against a backdrop of pronounced recent stock decline.

Chief Delivery Officer John E Breeden sold 58,463 shares at blended avg $80.63 on Mar 4–5 for $4.7M, reducing stake by 29.2%

John E Breeden, Chief Delivery Officer, executed 2 separate sales totaling 58,463 shares for $4,713,890.49, reducing his post-transaction holdings to 141,996 shares from 200,459 shares. The sales occurred on 2025-03-04 and 2025-03-05 at blended average price $80.63, while the current stock price stands at $77.33—a decline of 30.2% from the 52-week high of $110.85. Historically, Breeden's 3 prior sales at QTWO achieved positive 90-day returns (+12.8%, +12.8%, +1.4%), indicating his past selling decisions preceded stock appreciation rather than decline; none of those prior sales were well-timed in the technical sense (well-timed sells occur when the stock falls after). The company's fundamentals show revenue of $175,021,000.00 with a net loss of $11,797,000.00 in the most recent quarter, reflecting unprofitability in the latest full fiscal year, though annual revenue growth was +11.5%.