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
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 0 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 0 | 3 |
| Apr 2026 | 0 | 1 |
| May 2026 | 0 | 0 |
| Jun 2026 | 1 | 0 |
| Jul 2026 | 1 | 0 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 0 | 1 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
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 date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 13, 2019 Filed Jun 14, 2019 21:11 UTC |
FERNANDEZ PHILLIP MDirector
|
Exercise / conversionCommon Stock | 10,989 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001614178-19-000234 · wf-form4_156054668264362.xml · nonDerivative · entry 1 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,078 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 represents a contingent right to receive one share of Yext, Inc.'s common stock. F2 · balance_after: Includes 17,089 deferred stock units, which settled on June 13, 2019, at the end of Mr. Fernandez's term as director. Read SEC document |
| June 13, 2019 Filed Jun 14, 2019 21:12 UTC |
Walrath MichaelDirector
|
GrantCommon Stock | 258 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-19-000237 · wf-form4_156054673677204.xml · nonDerivative · entry 2 Walrath Michael · CIK 0001702012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 258 F2 · shares: 100% of the shares subject to award shall vest on March 20, 2020, subject to the Reporting Person's continued service to the Company on such date. Read SEC document |
| June 13, 2019 Filed Jun 14, 2019 21:12 UTC |
Walrath MichaelDirector
|
GrantCommon Stock | 7,098 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-19-000237 · wf-form4_156054673677204.xml · nonDerivative · entry 1 Walrath Michael · CIK 0001702012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,098 F1 · shares: 100% of the shares subject to award shall vest on June 13, 2020, subject to the Reporting Person's continued service to the Company on such date. Read SEC document |
| June 13, 2019 Filed Jun 14, 2019 21:12 UTC |
Yehoshua TamarDirector
|
GrantRestricted Stock Unit · Derivative | 7,098 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-19-000238 · wf-form4_156054675387230.xml · derivative · entry 1 Yehoshua Tamar · CIK 0001661094 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,098 Underlying: Common Stock · 7,098 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: 100% of the shares subject to award shall vest on June 13, 2020, subject to the holder's continued service to the Company on such date. F2 · derivative.expiration_date: 100% of the shares subject to award shall vest on June 13, 2020, subject to the holder's continued service to the Company on such date. Read SEC document |
| June 13, 2019 Filed Jun 14, 2019 21:11 UTC |
Lipson JesseDirector
|
GrantRestricted Stock Unit · Derivative | 7,098 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-19-000235 · wf-form4_156054670123403.xml · derivative · entry 1 Lipson Jesse · CIK 0001661890 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,098 Underlying: Common Stock · 7,098 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: 100% of the shares subject to award shall vest on June 13, 2020, subject to the holder's continued service to the Company on such date. F2 · derivative.expiration_date: 100% of the shares subject to award shall vest on June 13, 2020, subject to the holder's continued service to the Company on such date. Read SEC document |
| June 13, 2019 Filed Jun 17, 2019 19:39 UTC |
SHEEHAN ANDREW TDirector
|
GrantCommon Stock | 7,098 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-009339 · doc4.xml · nonDerivative · entry 1 SHEEHAN ANDREW T · CIK 0001207703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,932 F1 · shares: Annual grant in connection with service on the Board of Directors. The shares represent restricted stock units that were received as an award, for no consideration. 100% of the shares subject to award shall vest on June 13, 2020, subject to the reporting person's continued service to the Issuer on such date. Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. F1 · price: Annual grant in connection with service on the Board of Directors. The shares represent restricted stock units that were received as an award, for no consideration. 100% of the shares subject to award shall vest on June 13, 2020, subject to the reporting person's continued service to the Issuer on such date. Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. Read SEC document |
| June 12, 2019 Filed Jun 14, 2019 21:11 UTC |
Bond DarrylChief Accounting Officer
|
GrantRestricted Stock Unit · Derivative | 17,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-19-000233 · wf-form4_156054666308905.xml · derivative · entry 1 Bond Darryl · CIK 0001703550 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,500 Underlying: Common Stock · 17,500 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 September 20, 2019 and then quarterly thereafter on each of December 20, March 20, June 20 and September 20, in each case subject to the executive's continued service on each such date, until the award is fully vested on June 20, 2023. F2 · derivative.expiration_date: One-sixteenth of shares subject to award vests on September 20, 2019 and then quarterly thereafter on each of December 20, March 20, June 20 and September 20, in each case subject to the executive's continued service on each such date, until the award is fully vested on June 20, 2023. Read SEC document |
| June 12, 2019 Filed Jun 14, 2019 21:10 UTC |
Dixon Tom ChristopherChief Technology Officer
|
GrantRestricted Stock Unit · Derivative | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-19-000232 · wf-form4_156054664427362.xml · derivative · entry 1 Dixon Tom Christopher · CIK 0001701985 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 50,000 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 September 20, 2019 and then quarterly thereafter on each of December 20, March 20, June 20 and September 20, in each case subject to the executive's continued service on each such date, until the award is fully vested on June 20, 2023. F2 · derivative.expiration_date: One-sixteenth of shares subject to award vests on September 20, 2019 and then quarterly thereafter on each of December 20, March 20, June 20 and September 20, in each case subject to the executive's continued service on each such date, until the award is fully vested on June 20, 2023. Read SEC document |
| June 12, 2019 Filed Jun 14, 2019 21:10 UTC |
Distelburger BrianDirector · President
|
GrantRestricted Stock Unit · Derivative | 85,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-19-000231 · wf-form4_156054662543767.xml · derivative · entry 2 Distelburger Brian · CIK 0001701669 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,000 Underlying: Common Stock · 85,000 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. F4 · derivative.exercise_date: One-sixteenth of shares subject to award vests on September 20, 2019 and then quarterly thereafter on each of December 20, March 20, June 20 and September 20, in each case subject to the executive's continued service on each such date, until the award is fully vested on June 20, 2023. F4 · derivative.expiration_date: One-sixteenth of shares subject to award vests on September 20, 2019 and then quarterly thereafter on each of December 20, March 20, June 20 and September 20, in each case subject to the executive's continued service on each such date, until the award is fully vested on June 20, 2023. Read SEC document |
| June 12, 2019 Filed Jun 14, 2019 21:10 UTC |
Distelburger BrianDirector · President
|
SaleCommon Stock | 10,000 | $20.05 | $200,455.00 |
DisclosureSEC source: 0001614178-19-000231 · wf-form4_156054662543767.xml · nonDerivative · entry 1 Distelburger Brian · CIK 0001701669 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,928,473 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 $20.1700, 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 |
| June 12, 2019 Filed Jun 14, 2019 21:10 UTC |
Lerman HowardDirector · Chief Executive Officer
|
GrantRestricted Stock Unit · Derivative | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-19-000230 · wf-form4_156054660645307.xml · derivative · entry 1 Lerman Howard · CIK 0001701667 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock · 200,000 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 September 20, 2019 and then quarterly thereafter on each of December 20, March 20, June 20 and September 20, in each case subject to the executive's continued service on each such date, until the award is fully vested on June 20, 2023. F2 · derivative.expiration_date: One-sixteenth of shares subject to award vests on September 20, 2019 and then quarterly thereafter on each of December 20, March 20, June 20 and September 20, in each case subject to the executive's continued service on each such date, until the award is fully vested on June 20, 2023. Read SEC document |
| June 11, 2019 Filed Jun 13, 2019 21:03 UTC |
Lerman HowardDirector · Chief Executive Officer
|
SaleCommon Stock | 30,000 | $19.66 | $589,809.00 |
DisclosureSEC source: 0001614178-19-000220 · wf-form4_156045977693953.xml · nonDerivative · entry 1 Lerman Howard · CIK 0001701667 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,456,468 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 $19.2300 to $19.8600, 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 |
| June 10, 2019 Filed Jun 12, 2019 17:37 UTC |
Steele JimPresident & CRO
|
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $7.18 | $0.00 |
DisclosureSEC source: 0001614178-19-000219 · wf-form4_156037543374647.xml · derivative · entry 3 Steele Jim · CIK 0001294736 · President & CRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,000 Underlying: Common Stock · 10,000 shares Expires 2026-12-07 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 Reporting Person. F3 · derivative.exercise_date: 1/36th of the shares subject to the option vested on December 7, 2016 and the remaining shares subject to the option vest in equal monthly installments thereafter on the monthly anniversary of the vesting commencement date. Read SEC document |
| June 10, 2019 Filed Jun 12, 2019 17:37 UTC |
Steele JimPresident & CRO
|
SaleCommon Stock | 10,000 | $19.03 | $190,284.00 |
DisclosureSEC source: 0001614178-19-000219 · wf-form4_156037543374647.xml · nonDerivative · entry 2 Steele Jim · CIK 0001294736 · President & CRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,537 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 $18.6000 to $19.2100, 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 |
| June 10, 2019 Filed Jun 12, 2019 17:37 UTC |
Steele JimPresident & CRO
|
Exercise / conversionCommon Stock | 10,000 | $7.18 | $71,800.00 |
DisclosureSEC source: 0001614178-19-000219 · wf-form4_156037543374647.xml · nonDerivative · entry 1 Steele Jim · CIK 0001294736 · President & CRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,537 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 Reporting Person. Read SEC document |
| June 10, 2019 Filed Jun 12, 2019 17:36 UTC |
CAKEBREAD STEVENChief Financial Officer
|
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $5.00 | $0.00 |
DisclosureSEC source: 0001614178-19-000218 · wf-form4_156037536868573.xml · derivative · entry 3 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,284 Underlying: Common Stock · 10,000 shares Expires 2025-09-10 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 Reporting Person. F3 · derivative.exercise_date: Twenty-five percent (25%) of shares subject to the option vested on September 10, 2016 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 |
| June 10, 2019 Filed Jun 12, 2019 17:36 UTC |
CAKEBREAD STEVENChief Financial Officer
|
SaleCommon Stock | 10,000 | $19.03 | $190,311.00 |
DisclosureSEC source: 0001614178-19-000218 · wf-form4_156037536868573.xml · nonDerivative · entry 2 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 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 $18.6000 to $19.1700, 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 |
| June 10, 2019 Filed Jun 12, 2019 17:36 UTC |
CAKEBREAD STEVENChief Financial Officer
|
Exercise / conversionCommon Stock | 10,000 | $5.00 | $50,000.00 |
DisclosureSEC source: 0001614178-19-000218 · wf-form4_156037536868573.xml · nonDerivative · entry 1 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 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 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Reporting Person. Read SEC document |
| June 06, 2019 Filed Jun 7, 2019 21:00 UTC |
Dixon Tom ChristopherChief Technology Officer
|
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 40,000 | $0.00 Strike: $2.27 | $0.00 |
DisclosureSEC source: 0001614178-19-000214 · wf-form4_155994122010544.xml · derivative · entry 2 Dixon Tom Christopher · CIK 0001701985 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,034 Underlying: Common Stock · 40,000 shares Expires 2023-05-31 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_date: Twenty-five percent (25%) of shares subject to the option vested on May 31, 2014 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 |
| June 06, 2019 Filed Jun 7, 2019 21:00 UTC |
Dixon Tom ChristopherChief Technology Officer
|
Exercise / conversionCommon Stock | 40,000 | $2.27 | $90,800.00 |
DisclosureSEC source: 0001614178-19-000214 · wf-form4_155994122010544.xml · nonDerivative · entry 1 Dixon Tom Christopher · CIK 0001701985 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251,672 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. Read SEC document |
| June 04, 2019 Filed Jun 6, 2019 21:02 UTC |
Dixon Tom ChristopherChief Technology Officer
|
SaleCommon Stock | 10,000 | $18.08 | $180,838.00 |
DisclosureSEC source: 0001614178-19-000212 · wf-form4_155985495393298.xml · nonDerivative · entry 1 Dixon Tom Christopher · CIK 0001701985 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,672 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 $17.5600 to $18.4900, 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 |
| June 03, 2019 Filed Jun 5, 2019 17:34 UTC |
CAKEBREAD STEVENChief Financial Officer
|
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $3.06 | $0.00 |
DisclosureSEC source: 0001614178-19-000211 · wf-form4_155977046346449.xml · derivative · entry 4 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,716 Underlying: Common Stock · 10,000 shares Expires 2024-10-01 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 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person. F4 · derivative.exercise_date: Twenty-five percent (25%) of shares subject to the option vested on October 1, 2015 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 |
| June 03, 2019 Filed Jun 5, 2019 17:34 UTC |
CAKEBREAD STEVENChief Financial Officer
|
SaleCommon Stock | 300 | $18.80 | $5,640.99 |
DisclosureSEC source: 0001614178-19-000211 · wf-form4_155977046346449.xml · nonDerivative · entry 3 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 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 $18.7600 to $18.8800, 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 |
| June 03, 2019 Filed Jun 5, 2019 17:34 UTC |
CAKEBREAD STEVENChief Financial Officer
|
SaleCommon Stock | 9,700 | $18.24 | $176,889.20 |
DisclosureSEC source: 0001614178-19-000211 · wf-form4_155977046346449.xml · nonDerivative · entry 2 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300 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 $17.7400 to $18.7200, 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 |
| June 03, 2019 Filed Jun 5, 2019 17:34 UTC |
CAKEBREAD STEVENChief Financial Officer
|
Exercise / conversionCommon Stock | 10,000 | $3.06 | $30,600.00 |
DisclosureSEC source: 0001614178-19-000211 · wf-form4_155977046346449.xml · nonDerivative · entry 1 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 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 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person. Read SEC document |
| June 03, 2019 Filed Jun 5, 2019 21:34 UTC |
Lerman HowardDirector · Chief Executive Officer
|
SaleCommon Stock | 1,300 | $18.80 | $24,442.99 |
DisclosureSEC source: 0001614178-19-000210 · wf-form4_155977042834436.xml · nonDerivative · entry 2 Lerman Howard · CIK 0001701667 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,486,468 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 $18.7400 to $18.9100, 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 |
| June 03, 2019 Filed Jun 5, 2019 21:34 UTC |
Lerman HowardDirector · Chief Executive Officer
|
SaleCommon Stock | 28,700 | $18.23 | $523,132.12 |
DisclosureSEC source: 0001614178-19-000210 · wf-form4_155977042834436.xml · nonDerivative · entry 1 Lerman Howard · CIK 0001701667 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,487,768 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 $17.7400 to $18.7200, 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 |
| May 30, 2019 Filed May 31, 2019 21:08 UTC |
Lerman HowardDirector · Chief Executive Officer
|
SaleCommon Stock | 30,000 | $19.27 | $578,193.00 |
DisclosureSEC source: 0001614178-19-000206 · wf-form4_155933686483710.xml · nonDerivative · entry 1 Lerman Howard · CIK 0001701667 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,516,468 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 $19.0100 to $19.6000, 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 |
| May 29, 2019 Filed May 31, 2019 21:07 UTC |
Distelburger BrianDirector · President
|
SaleCommon Stock | 300 | $20.16 | $6,048.00 |
DisclosureSEC source: 0001614178-19-000205 · wf-form4_155933683507814.xml · nonDerivative · entry 1 Distelburger Brian · CIK 0001701669 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,938,473 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 $20.0400 to $20.4000, 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 |
| May 28, 2019 Filed May 29, 2019 21:04 UTC |
Bond DarrylChief Accounting Officer
|
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 1,000 | $0.00 Strike: $5.00 | $0.00 |
DisclosureSEC source: 0001614178-19-000197 · wf-form4_155916385658275.xml · derivative · entry 3 Bond Darryl · CIK 0001703550 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 1,000 shares Expires 2025-09-10 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 vested on September 10, 2016 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 |
| May 28, 2019 Filed May 29, 2019 21:04 UTC |
Bond DarrylChief Accounting Officer
|
SaleCommon Stock | 1,000 | $20.35 | $20,350.00 |
DisclosureSEC source: 0001614178-19-000197 · wf-form4_155916385658275.xml · nonDerivative · entry 2 Bond Darryl · CIK 0001703550 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,392 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person. Read SEC document |
| May 28, 2019 Filed May 29, 2019 21:04 UTC |
Bond DarrylChief Accounting Officer
|
Exercise / conversionCommon Stock | 1,000 | $5.00 | $5,000.00 |
DisclosureSEC source: 0001614178-19-000197 · wf-form4_155916385658275.xml · nonDerivative · entry 1 Bond Darryl · CIK 0001703550 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,392 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 |
| May 28, 2019 Filed May 29, 2019 17:04 UTC |
CAKEBREAD STEVENChief Financial Officer
|
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $3.06 | $0.00 |
DisclosureSEC source: 0001614178-19-000196 · wf-form4_155916382804610.xml · derivative · entry 3 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,716 Underlying: Common Stock · 10,000 shares Expires 2024-10-01 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 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person. F3 · derivative.exercise_date: Twenty-five percent (25%) of shares subject to the option vested on October 1, 2015 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 |
| May 28, 2019 Filed May 29, 2019 17:04 UTC |
CAKEBREAD STEVENChief Financial Officer
|
SaleCommon Stock | 10,000 | $20.42 | $204,219.00 |
DisclosureSEC source: 0001614178-19-000196 · wf-form4_155916382804610.xml · nonDerivative · entry 2 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 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 $20.2200 to $20.5900, 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 |
| May 28, 2019 Filed May 29, 2019 17:04 UTC |
CAKEBREAD STEVENChief Financial Officer
|
Exercise / conversionCommon Stock | 10,000 | $3.06 | $30,600.00 |
DisclosureSEC source: 0001614178-19-000196 · wf-form4_155916382804610.xml · nonDerivative · entry 1 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 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 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person. Read SEC document |
| May 28, 2019 Filed May 29, 2019 21:03 UTC |
Lerman HowardDirector · Chief Executive Officer
|
SaleCommon Stock | 30,000 | $20.42 | $612,741.00 |
DisclosureSEC source: 0001614178-19-000194 · wf-form4_155916376997560.xml · nonDerivative · entry 2 Lerman Howard · CIK 0001701667 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,546,468 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 $20.2200 to $20.5800, 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 |
| May 24, 2019 Filed May 29, 2019 21:03 UTC |
Dixon Tom ChristopherChief Technology Officer
|
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 4,166 | $0.00 Strike: $6.11 | $0.00 |
DisclosureSEC source: 0001614178-19-000195 · wf-form4_155916379876350.xml · derivative · entry 3 Dixon Tom Christopher · CIK 0001701985 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,441 Underlying: Common Stock · 4,166 shares Expires 2026-04-28 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 Reporting Person. F3 · derivative.exercise_date: Twenty-five percent (25%) of shares subject to the option shall vest on April 22, 2017 and 1/36th of the remaining shares subject to the option shall vest in equal monthly installments on each monthly anniversary thereafter. Read SEC document |
| May 24, 2019 Filed May 29, 2019 21:03 UTC |
Dixon Tom ChristopherChief Technology Officer
|
SaleCommon Stock | 4,166 | $20.29 | $84,509.39 |
DisclosureSEC source: 0001614178-19-000195 · wf-form4_155916379876350.xml · nonDerivative · entry 2 Dixon Tom Christopher · CIK 0001701985 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221,672 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 $20.1300 to $20.5800, 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 |
| May 24, 2019 Filed May 29, 2019 21:03 UTC |
Dixon Tom ChristopherChief Technology Officer
|
Exercise / conversionCommon Stock | 4,166 | $6.11 | $25,454.26 |
DisclosureSEC source: 0001614178-19-000195 · wf-form4_155916379876350.xml · nonDerivative · entry 1 Dixon Tom Christopher · CIK 0001701985 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,838 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 Reporting Person. Read SEC document |
| May 24, 2019 Filed May 29, 2019 21:03 UTC |
Lerman HowardDirector · Chief Executive Officer
|
SaleCommon Stock | 30,000 | $20.29 | $608,763.00 |
DisclosureSEC source: 0001614178-19-000194 · wf-form4_155916376997560.xml · nonDerivative · entry 1 Lerman Howard · CIK 0001701667 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,576,468 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 $20.1300 to $20.5900, 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 |
| May 22, 2019 Filed May 24, 2019 20:30 UTC |
Distelburger BrianDirector · President
|
SaleCommon Stock | 10,000 | $21.17 | $211,715.00 |
DisclosureSEC source: 0001614178-19-000187 · wf-form4_155872982916819.xml · nonDerivative · entry 1 Distelburger Brian · CIK 0001701669 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,938,773 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 $20.9950 to $21.3700, 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 |
| May 20, 2019 Filed May 22, 2019 17:11 UTC |
CAKEBREAD STEVENChief Financial Officer
|
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $3.06 | $0.00 |
DisclosureSEC source: 0001614178-19-000185 · wf-form4_155855948673312.xml · derivative · entry 3 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,716 Underlying: Common Stock · 10,000 shares Expires 2024-10-01 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 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person. F3 · derivative.exercise_date: Twenty-five percent (25%) of shares subject to the option vested on October 1, 2015 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 |
| May 20, 2019 Filed May 22, 2019 17:11 UTC |
CAKEBREAD STEVENChief Financial Officer
|
SaleCommon Stock | 10,000 | $21.12 | $211,198.00 |
DisclosureSEC source: 0001614178-19-000185 · wf-form4_155855948673312.xml · nonDerivative · entry 2 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 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 $20.6000 to $21.4300, 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 |
| May 20, 2019 Filed May 22, 2019 17:11 UTC |
CAKEBREAD STEVENChief Financial Officer
|
Exercise / conversionCommon Stock | 10,000 | $3.06 | $30,600.00 |
DisclosureSEC source: 0001614178-19-000185 · wf-form4_155855948673312.xml · nonDerivative · entry 1 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 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 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person. Read SEC document |
| May 16, 2019 Filed May 17, 2019 21:21 UTC |
Lerman HowardDirector · Chief Executive Officer
|
SaleCommon Stock | 30,000 | $21.50 | $644,892.00 |
DisclosureSEC source: 0001614178-19-000183 · wf-form4_155812807050843.xml · nonDerivative · entry 1 Lerman Howard · CIK 0001701667 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,606,468 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 $21.1700 to $21.7600, 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 |
| May 15, 2019 Filed May 17, 2019 21:20 UTC |
FERNANDEZ PHILLIP MDirector
|
Exercise / conversionStock Option (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $7.18 | $0.00 |
DisclosureSEC source: 0001614178-19-000181 · wf-form4_155812800046817.xml · derivative · entry 3 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,000 Underlying: Common Stock · 2,000 shares Expires 2026-12-07 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 Reporting Person. F4 · derivative.exercise_date: 1/36th of the shares subject to the option vested on October 20, 2016 and the remaining shares subject to the option vest in equal monthly installments thereafter on the monthly anniversary of the vesting commencement date. Read SEC document |
| May 15, 2019 Filed May 17, 2019 21:20 UTC |
FERNANDEZ PHILLIP MDirector
|
SaleCommon Stock | 2,000 | $21.15 | $42,293.20 |
DisclosureSEC source: 0001614178-19-000181 · wf-form4_155812800046817.xml · nonDerivative · entry 2 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,089 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 $20.6100 to $21.3600, 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. F3 · balance_after: Represents deferred stock units subject to deferred settlement, pursuant to the reporting person's election, until the earliest of the date the reporting person ceases to serve on the Company's board of directors or a change in control. Read SEC document |
| May 15, 2019 Filed May 17, 2019 21:20 UTC |
FERNANDEZ PHILLIP MDirector
|
Exercise / conversionCommon Stock | 2,000 | $7.18 | $14,360.00 |
DisclosureSEC source: 0001614178-19-000181 · wf-form4_155812800046817.xml · nonDerivative · entry 1 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,089 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 Reporting Person. Read SEC document |
| May 15, 2019 Filed May 17, 2019 21:20 UTC |
Distelburger BrianDirector · President
|
SaleCommon Stock | 10,000 | $21.15 | $211,511.00 |
DisclosureSEC source: 0001614178-19-000182 · wf-form4_155812803563559.xml · nonDerivative · entry 1 Distelburger Brian · CIK 0001701669 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,948,773 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 $20.6200 to $21.3600, 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 |
| May 13, 2019 Filed May 15, 2019 17:16 UTC |
CAKEBREAD STEVENChief Financial Officer
|
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $3.06 | $0.00 |
DisclosureSEC source: 0001614178-19-000177 · wf-form4_155795494768109.xml · derivative · entry 3 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,716 Underlying: Common Stock · 10,000 shares Expires 2024-10-01 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 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person. F3 · derivative.exercise_date: Twenty-five percent (25%) of shares subject to the option vested on October 1, 2015 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.