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YEXT

Yext, Inc.

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Tapewire entity
5265
SEC CIK
0001614178
Parsed reports
1,011

Last 12 months

Inside the activity.

2 purchase rows · 5 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202603
Apr 202601
May 202600
Jun 202610
Jul 202610
Aug 202600
Sep 202601
Oct 202600

Latest available

Insider transactions

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Purchases/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 dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
February 23, 2021 Filed Feb 23, 2021 22:05 UTC
Distelburger BrianDirector · President & COO
SaleCommon Stock 10,000 $18.12 $181,247.00
Disclosure

SEC source: 0001614178-21-000046 · wf-form4_161411792149003.xml · nonDerivative · entry 3

Distelburger Brian · CIK 0001701669 · Director · President & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,183,653

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Reporting Person.

F3 · price: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $17.7600 to $18.5800, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of common shares sold at each separate price.

Read SEC document
February 22, 2021 Filed Feb 23, 2021 17:06 UTC
CAKEBREAD STEVENChief Financial Officer
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 7,500 $0.00 Strike: $12.47 $0.00
Disclosure

SEC source: 0001614178-21-000047 · wf-form4_161411795124440.xml · derivative · entry 3

CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 940,000

Underlying: Common Stock · 7,500 shares

Expires 2027-12-21

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person.

F3 · derivative.exercise_date: 50,000 shares subject to the options shall vest on March 20, 2018 and then quarterly thereafter on each of June 20, September 20, December 20 and March 20 thereafter, in each case subject to the executive's continued service on each such date, until the options are fully vested on December 20, 2022

Read SEC document
February 22, 2021 Filed Feb 23, 2021 17:06 UTC
CAKEBREAD STEVENChief Financial Officer
SaleCommon Stock 7,500 $19.76 $148,176.75
Disclosure

SEC source: 0001614178-21-000047 · wf-form4_161411795124440.xml · nonDerivative · entry 2

CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,767

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person.

F2 · price: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $19.3400 to $20.1300, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of common shares sold at each separate price.

Read SEC document
February 22, 2021 Filed Feb 23, 2021 17:06 UTC
CAKEBREAD STEVENChief Financial Officer
Exercise / conversionCommon Stock 7,500 $12.47 $93,525.00
Disclosure

SEC source: 0001614178-21-000047 · wf-form4_161411795124440.xml · nonDerivative · entry 1

CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,267

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person.

Read SEC document
February 22, 2021 Filed Feb 23, 2021 22:05 UTC
Distelburger BrianDirector · President & COO
SaleCommon Stock 33,861 $20.06 $679,282.13
Disclosure

SEC source: 0001614178-21-000046 · wf-form4_161411792149003.xml · nonDerivative · entry 2

Distelburger Brian · CIK 0001701669 · Director · President & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,193,653

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Reporting Person.

F2 · price: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $20.0000 to $20.2300, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of common shares sold at each separate price.

Read SEC document
February 19, 2021 Filed Feb 23, 2021 22:05 UTC
Distelburger BrianDirector · President & COO
SaleCommon Stock 36,096 $20.00 $721,920.00
Disclosure

SEC source: 0001614178-21-000046 · wf-form4_161411792149003.xml · nonDerivative · entry 1

Distelburger Brian · CIK 0001701669 · Director · President & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,227,514

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Reporting Person.

Read SEC document
February 16, 2021 Filed Feb 17, 2021 22:07 UTC
Bond DarrylChief Accounting Officer
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 1,000 $0.00 Strike: $7.18 $0.00
Disclosure

SEC source: 0001614178-21-000043 · wf-form4_161359964810496.xml · derivative · entry 3

Bond Darryl · CIK 0001703550 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,000

Underlying: Common Stock · 1,000 shares

Expires 2026-12-15

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person.

F2 · derivative.exercise_date: Twenty-five percent (25%) of shares subject to the option vest on December 7, 2017 and 1/36th of the remaining shares subject to the option vest in equal monthly installments on the last day of each full calendar month thereafter.

Read SEC document
February 16, 2021 Filed Feb 17, 2021 22:07 UTC
Bond DarrylChief Accounting Officer
SaleCommon Stock 1,000 $19.68 $19,680.00
Disclosure

SEC source: 0001614178-21-000043 · wf-form4_161359964810496.xml · nonDerivative · entry 2

Bond Darryl · CIK 0001703550 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,374

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person.

Read SEC document
February 16, 2021 Filed Feb 17, 2021 22:07 UTC
Bond DarrylChief Accounting Officer
Exercise / conversionCommon Stock 1,000 $7.18 $7,180.00
Disclosure

SEC source: 0001614178-21-000043 · wf-form4_161359964810496.xml · nonDerivative · entry 1

Bond Darryl · CIK 0001703550 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 35,374

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person.

Read SEC document
February 16, 2021 Filed Feb 17, 2021 17:07 UTC
CAKEBREAD STEVENChief Financial Officer
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 7,500 $0.00 Strike: $12.47 $0.00
Disclosure

SEC source: 0001614178-21-000042 · wf-form4_161359960207104.xml · derivative · entry 3

CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 947,500

Underlying: Common Stock · 7,500 shares

Expires 2027-12-21

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person.

F3 · derivative.exercise_date: 50,000 shares subject to the options shall vest on March 20, 2018 and then quarterly thereafter on each of June 20, September 20, December 20 and March 20 thereafter, in each case subject to the executive's continued service on each such date, until the options are fully vested on December 20, 2022

Read SEC document
February 16, 2021 Filed Feb 17, 2021 17:07 UTC
CAKEBREAD STEVENChief Financial Officer
SaleCommon Stock 7,500 $19.38 $145,349.25
Disclosure

SEC source: 0001614178-21-000042 · wf-form4_161359960207104.xml · nonDerivative · entry 2

CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,767

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person.

F2 · price: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $19.0300 to $19.9500, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of common shares sold at each separate price.

Read SEC document
February 16, 2021 Filed Feb 17, 2021 17:07 UTC
CAKEBREAD STEVENChief Financial Officer
Exercise / conversionCommon Stock 7,500 $12.47 $93,525.00
Disclosure

SEC source: 0001614178-21-000042 · wf-form4_161359960207104.xml · nonDerivative · entry 1

CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,267

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person.

Read SEC document
February 16, 2021 Filed Feb 17, 2021 22:06 UTC
Distelburger BrianDirector · President & COO
SaleCommon Stock 10,000 $19.37 $193,747.00
Disclosure

SEC source: 0001614178-21-000041 · wf-form4_161359957030399.xml · nonDerivative · entry 1

Distelburger Brian · CIK 0001701669 · Director · President & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,263,610

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Reporting Person.

F2 · price: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $19.0300 to $19.9500, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of common shares sold at each separate price.

Read SEC document
February 09, 2021 Filed Feb 9, 2021 22:55 UTC Exercise / conversionStock Option (Right to Buy) · Derivative 1,892 $0.00 Strike: $16.49 $0.00
Disclosure

SEC source: 0001614178-21-000030 · wf-form4_161291132713947.xml · derivative · entry 15

Walrath Michael · CIK 0001702012 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,892 shares

Expires 2021-03-03

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person.

F11 · derivative.exercise_date: Shares are immediately exercisable.

Read SEC document
February 09, 2021 Filed Feb 9, 2021 22:55 UTC SaleCommon Stock 1,892 $18.19 $34,422.67
Disclosure

SEC source: 0001614178-21-000030 · wf-form4_161291132713947.xml · nonDerivative · entry 6

Walrath Michael · CIK 0001702012 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,284,447

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person.

F4 · price: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $18.1200 to $18.2500, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of common shares sold at each separate price.

Read SEC document
February 09, 2021 Filed Feb 9, 2021 22:55 UTC Exercise / conversionCommon Stock 1,892 $16.49 $31,199.08
Disclosure

SEC source: 0001614178-21-000030 · wf-form4_161291132713947.xml · nonDerivative · entry 5

Walrath Michael · CIK 0001702012 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,286,339

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person.

Read SEC document
February 09, 2021 Filed Feb 10, 2021 22:58 UTC
Distelburger BrianDirector · President & COO
SaleCommon Stock 10,000 $18.69 $186,941.00
Disclosure

SEC source: 0001614178-21-000037 · wf-form4_161299785640198.xml · nonDerivative · entry 1

Distelburger Brian · CIK 0001701669 · Director · President & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,273,610

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Reporting Person.

F2 · price: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $18.1700 to $18.9600, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of common shares sold at each separate price.

Read SEC document
February 08, 2021 Filed Feb 9, 2021 17:56 UTC
CAKEBREAD STEVENChief Financial Officer
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 7,500 $0.00 Strike: $12.47 $0.00
Disclosure

SEC source: 0001614178-21-000031 · wf-form4_161291134710067.xml · derivative · entry 6

CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 955,000

Underlying: Common Stock · 7,500 shares

Expires 2027-12-21

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person.

F4 · derivative.exercise_date: 50,000 shares subject to the options shall vest on March 20, 2018 and then quarterly thereafter on each of June 20, September 20, December 20 and March 20 thereafter, in each case subject to the executive's continued service on each such date, until the options are fully vested on December 20, 2022

Read SEC document
February 08, 2021 Filed Feb 9, 2021 17:56 UTC
CAKEBREAD STEVENChief Financial Officer
SaleCommon Stock 7,500 $18.26 $136,966.50
Disclosure

SEC source: 0001614178-21-000031 · wf-form4_161291134710067.xml · nonDerivative · entry 4

CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,767

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person.

F3 · price: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $18.0600 to $18.3700, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of common shares sold at each separate price.

Read SEC document
February 08, 2021 Filed Feb 9, 2021 17:56 UTC
CAKEBREAD STEVENChief Financial Officer
Exercise / conversionCommon Stock 7,500 $12.47 $93,525.00
Disclosure

SEC source: 0001614178-21-000031 · wf-form4_161291134710067.xml · nonDerivative · entry 3

CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,267

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person.

Read SEC document
February 08, 2021 Filed Feb 9, 2021 22:55 UTC Exercise / conversionStock Option (Right to Buy) · Derivative 232,878 $0.00 Strike: $16.49 $0.00
Disclosure

SEC source: 0001614178-21-000030 · wf-form4_161291132713947.xml · derivative · entry 14

Walrath Michael · CIK 0001702012 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,892

Underlying: Common Stock · 232,878 shares

Expires 2021-03-03

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person.

F11 · derivative.exercise_date: Shares are immediately exercisable.

Read SEC document
February 08, 2021 Filed Feb 9, 2021 22:55 UTC SaleCommon Stock 213,665 $18.23 $3,895,946.24
Disclosure

SEC source: 0001614178-21-000030 · wf-form4_161291132713947.xml · nonDerivative · entry 4

Walrath Michael · CIK 0001702012 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,284,447

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person.

F3 · price: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $18.0000 to $18.6500, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of common shares sold at each separate price.

Read SEC document
February 08, 2021 Filed Feb 9, 2021 22:55 UTC Exercise / conversionCommon Stock 232,878 $16.49 $3,840,158.22
Disclosure

SEC source: 0001614178-21-000030 · wf-form4_161291132713947.xml · nonDerivative · entry 3

Walrath Michael · CIK 0001702012 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,498,112

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person.

Read SEC document
February 08, 2021 Filed Feb 10, 2021 22:57 UTC
Rudnitsky DavidPresident & CRO
GrantRestricted Stock Unit · Derivative 125,000 $0.00 $0.00
Disclosure

SEC source: 0001614178-21-000036 · wf-form4_161299782422697.xml · derivative · entry 1

Rudnitsky David · CIK 0001845146 · President & CRO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 125,000

Underlying: Common Stock · 125,000 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock.

F2 · derivative.exercise_date: One-sixteenth of shares subject to award vests on March 20, 2021 and then quarterly thereafter on each of June 20, September 20, December 20 and March 20, in each case subject to the executive's continued service on each such date, until the award is fully vested on December 20, 2024.

F2 · derivative.expiration_date: One-sixteenth of shares subject to award vests on March 20, 2021 and then quarterly thereafter on each of June 20, September 20, December 20 and March 20, in each case subject to the executive's continued service on each such date, until the award is fully vested on December 20, 2024.

Read SEC document
February 05, 2021 Filed Feb 9, 2021 17:56 UTC
CAKEBREAD STEVENChief Financial Officer
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 37,500 $0.00 Strike: $12.47 $0.00
Disclosure

SEC source: 0001614178-21-000031 · wf-form4_161291134710067.xml · derivative · entry 5

CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 962,500

Underlying: Common Stock · 37,500 shares

Expires 2027-12-21

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person.

F4 · derivative.exercise_date: 50,000 shares subject to the options shall vest on March 20, 2018 and then quarterly thereafter on each of June 20, September 20, December 20 and March 20 thereafter, in each case subject to the executive's continued service on each such date, until the options are fully vested on December 20, 2022

Read SEC document
February 05, 2021 Filed Feb 9, 2021 17:56 UTC
CAKEBREAD STEVENChief Financial Officer
SaleCommon Stock 37,500 $18.01 $675,495.00
Disclosure

SEC source: 0001614178-21-000031 · wf-form4_161291134710067.xml · nonDerivative · entry 2

CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,767

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person.

F2 · price: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $18.0000 to $18.0550, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of common shares sold at each separate price.

Read SEC document
February 05, 2021 Filed Feb 9, 2021 17:56 UTC
CAKEBREAD STEVENChief Financial Officer
Exercise / conversionCommon Stock 37,500 $12.47 $467,625.00
Disclosure

SEC source: 0001614178-21-000031 · wf-form4_161291134710067.xml · nonDerivative · entry 1

CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 72,267

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person.

Read SEC document
February 05, 2021 Filed Feb 9, 2021 22:55 UTC Exercise / conversionStock Option (Right to Buy) · Derivative 68,609 $0.00 Strike: $16.49 $0.00
Disclosure

SEC source: 0001614178-21-000030 · wf-form4_161291132713947.xml · derivative · entry 13

Walrath Michael · CIK 0001702012 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 234,770

Underlying: Common Stock · 68,609 shares

Expires 2021-03-03

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person.

F11 · derivative.exercise_date: Shares are immediately exercisable.

Read SEC document
February 05, 2021 Filed Feb 9, 2021 22:55 UTC SaleCommon Stock 62,843 $18.03 $1,133,291.81
Disclosure

SEC source: 0001614178-21-000030 · wf-form4_161291132713947.xml · nonDerivative · entry 2

Walrath Michael · CIK 0001702012 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,265,234

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person.

F2 · price: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $18.0000 to $18.1300, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of common shares sold at each separate price.

Read SEC document
February 05, 2021 Filed Feb 9, 2021 22:55 UTC Exercise / conversionCommon Stock 68,609 $16.49 $1,131,362.41
Disclosure

SEC source: 0001614178-21-000030 · wf-form4_161291132713947.xml · nonDerivative · entry 1

Walrath Michael · CIK 0001702012 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,328,077

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person.

Read SEC document
February 02, 2021 Filed Feb 3, 2021 22:39 UTC
Distelburger BrianDirector · President & COO
SaleCommon Stock 10,000 $17.45 $174,482.00
Disclosure

SEC source: 0001614178-21-000021 · wf-form4_161239196187875.xml · nonDerivative · entry 1

Distelburger Brian · CIK 0001701669 · Director · President & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,283,610

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Reporting Person.

F2 · price: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $17.2500 to $17.6100, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of common shares sold at each separate price.

Read SEC document
February 02, 2021 Filed Feb 3, 2021 22:39 UTC Exercise / conversionStock Option (Right to Buy) · Derivative 58,879 $0.00 Strike: $12.37 $0.00
Disclosure

SEC source: 0001614178-21-000020 · wf-form4_161239191234490.xml · derivative · entry 12

Walrath Michael · CIK 0001702012 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 58,879 shares

Expires 2021-03-03

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person.

F10 · derivative.exercise_date: Shares are immediately exercisable.

Read SEC document
February 02, 2021 Filed Feb 3, 2021 22:39 UTC SaleCommon Stock 57,418 $17.45 $1,001,691.46
Disclosure

SEC source: 0001614178-21-000020 · wf-form4_161239191234490.xml · nonDerivative · entry 4

Walrath Michael · CIK 0001702012 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,259,468

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person.

F3 · price: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $17.2500 to $17.6200, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of common shares sold at each separate price.

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February 02, 2021 Filed Feb 3, 2021 22:39 UTC Exercise / conversionCommon Stock 58,879 $12.37 $728,333.23
Disclosure

SEC source: 0001614178-21-000020 · wf-form4_161239191234490.xml · nonDerivative · entry 3

Walrath Michael · CIK 0001702012 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,316,886

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person.

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February 01, 2021 Filed Feb 3, 2021 22:39 UTC Exercise / conversionStock Option (Right to Buy) · Derivative 244,500 $0.00 Strike: $12.37 $0.00
Disclosure

SEC source: 0001614178-21-000020 · wf-form4_161239191234490.xml · derivative · entry 11

Walrath Michael · CIK 0001702012 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 58,879

Underlying: Common Stock · 244,500 shares

Expires 2021-03-03

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person.

F10 · derivative.exercise_date: Shares are immediately exercisable.

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February 01, 2021 Filed Feb 3, 2021 22:39 UTC SaleCommon Stock 177,579 $17.06 $3,029,870.66
Disclosure

SEC source: 0001614178-21-000020 · wf-form4_161239191234490.xml · nonDerivative · entry 2

Walrath Michael · CIK 0001702012 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,258,007

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person.

F2 · price: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $16.6800 to $17.2600, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of common shares sold at each separate price.

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February 01, 2021 Filed Feb 3, 2021 22:39 UTC Exercise / conversionCommon Stock 244,500 $12.37 $3,024,465.00
Disclosure

SEC source: 0001614178-21-000020 · wf-form4_161239191234490.xml · nonDerivative · entry 1

Walrath Michael · CIK 0001702012 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,435,586

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person.

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January 26, 2021 Filed Jan 27, 2021 21:28 UTC
Distelburger BrianDirector · President & COO
SaleCommon Stock 10,000 $16.83 $168,271.00
Disclosure

SEC source: 0001614178-21-000016 · wf-form4_161178291975747.xml · nonDerivative · entry 1

Distelburger Brian · CIK 0001701669 · Director · President & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,293,610

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Reporting Person.

F2 · price: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $16.7000 to $17.0900, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of common shares sold at each separate price.

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January 20, 2021 Filed Jan 21, 2021 22:04 UTC
Bond DarrylChief Accounting Officer
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 1,000 $0.00 Strike: $7.18 $0.00
Disclosure

SEC source: 0001614178-21-000014 · wf-form4_161126668343840.xml · derivative · entry 3

Bond Darryl · CIK 0001703550 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,000

Underlying: Common Stock · 1,000 shares

Expires 2026-12-15

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person.

F2 · derivative.exercise_date: Twenty-five percent (25%) of shares subject to the option vest on December 7, 2017 and 1/36th of the remaining shares subject to the option vest in equal monthly installments on the last day of each full calendar month thereafter.

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January 20, 2021 Filed Jan 21, 2021 22:04 UTC
Bond DarrylChief Accounting Officer
SaleCommon Stock 1,000 $17.00 $17,000.00
Disclosure

SEC source: 0001614178-21-000014 · wf-form4_161126668343840.xml · nonDerivative · entry 2

Bond Darryl · CIK 0001703550 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,374

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person.

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January 20, 2021 Filed Jan 21, 2021 22:04 UTC
Bond DarrylChief Accounting Officer
Exercise / conversionCommon Stock 1,000 $7.18 $7,180.00
Disclosure

SEC source: 0001614178-21-000014 · wf-form4_161126668343840.xml · nonDerivative · entry 1

Bond Darryl · CIK 0001703550 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 35,374

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 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person.

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January 20, 2021 Filed Jan 21, 2021 22:04 UTC
Shin HoGeneral Counsel
SaleCommon Stock 2,000 $16.98 $33,960.00
Disclosure

SEC source: 0001614178-21-000013 · wf-form4_161126666581642.xml · nonDerivative · entry 1

Shin Ho · CIK 0001569799 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,300

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Reporting Person.

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January 19, 2021 Filed Jan 20, 2021 23:04 UTC
Distelburger BrianDirector · President & COO
SaleCommon Stock 10,000 $16.70 $167,046.00
Disclosure

SEC source: 0001614178-21-000010 · wf-form4_161118385336635.xml · nonDerivative · entry 1

Distelburger Brian · CIK 0001701669 · Director · President & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,303,610

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Reporting Person.

F2 · price: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $16.3800 to $16.9000, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of common shares sold at each separate price.

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January 14, 2021 Filed Jan 15, 2021 21:42 UTC
Ferrentino MarcChief Strategy Officer
SaleCommon Stock 4,500 $16.93 $76,189.05
Disclosure

SEC source: 0001614178-21-000008 · wf-form4_161074695058727.xml · nonDerivative · entry 1

Ferrentino Marc · CIK 0001823020 · Chief Strategy Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,860

F1 · price: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $16.9000 to $16.9700, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of common shares sold at each separate pric

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January 13, 2021 Filed Jan 14, 2021 21:57 UTC
Ferrentino MarcChief Strategy Officer
SaleCommon Stock 2,000 $16.81 $33,629.60
Disclosure

SEC source: 0001614178-21-000006 · wf-form4_161066143085369.xml · nonDerivative · entry 2

Ferrentino Marc · CIK 0001823020 · Chief Strategy Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,360

F2 · price: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $16.8000 to $16.8450, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of common shares sold at each separate price.

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January 12, 2021 Filed Jan 13, 2021 21:42 UTC
Distelburger BrianDirector · President & COO
SaleCommon Stock 10,000 $16.68 $166,762.00
Disclosure

SEC source: 0001614178-21-000005 · wf-form4_161057413273196.xml · nonDerivative · entry 1

Distelburger Brian · CIK 0001701669 · Director · President & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,313,610

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Reporting Person.

F2 · price: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $16.4700 to $16.8500, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of common shares sold at each separate price.

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January 12, 2021 Filed Jan 14, 2021 21:57 UTC
Ferrentino MarcChief Strategy Officer
SaleCommon Stock 1,000 $16.73 $16,727.90
Disclosure

SEC source: 0001614178-21-000006 · wf-form4_161066143085369.xml · nonDerivative · entry 1

Ferrentino Marc · CIK 0001823020 · Chief Strategy Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,360

F1 · price: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $16.7000 to $16.7500, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of common shares sold at each separate price.

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January 05, 2021 Filed Jan 6, 2021 21:41 UTC
Distelburger BrianDirector · President & COO
SaleCommon Stock 10,000 $16.22 $162,237.00
Disclosure

SEC source: 0001614178-21-000002 · wf-form4_160996929834390.xml · nonDerivative · entry 1

Distelburger Brian · CIK 0001701669 · Director · President & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,323,610

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Reporting Person.

F2 · price: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $16.0200 to $16.3200, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of common shares sold at each separate price.

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December 29, 2020 Filed Dec 30, 2020 21:31 UTC
Distelburger BrianDirector · President & COO
SaleCommon Stock 10,000 $15.95 $159,525.00
Disclosure

SEC source: 0001614178-20-000464 · wf-form4_160936389702182.xml · nonDerivative · entry 1

Distelburger Brian · CIK 0001701669 · Director · President & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,333,610

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Reporting Person.

F2 · price: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $15.8500 to $16.2200, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of common shares sold at each separate price.

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December 22, 2020 Filed Dec 22, 2020 23:15 UTC
Bond DarrylChief Accounting Officer
SaleCommon Stock 3,049 $17.01 $51,848.85
Disclosure

SEC source: 0001614178-20-000462 · wf-form4_160867890856364.xml · nonDerivative · entry 5

Bond Darryl · CIK 0001703550 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,374

F2 · kind: This transaction was effected pursuant to non-discretionary, sell-to-cover arrangements mandated by the Issuer to fund tax withholding obligations in connection with the vesting of restricted stock units.

F3 · price: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $16.7300 to $17.2700, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of common shares sold at each separate price

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.