Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Yext, Inc.YEXT · Entity 5265 | Chief Accounting Officer | September 20, 2022 | September 22, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Yext, Inc.
Report date September 20, 2022 · Filed September 22, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 29,250 |
Ending reported balance
After 2022-09-20 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2022-09-20 · Exercise / conversion · Acquired 375 · Balance 24,124 F1: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. Row 2 · 2022-09-20 · Exercise / conversion · Acquired 243 · Balance 24,367 F1: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. Row 3 · 2022-09-20 · Exercise / conversion · Acquired 1,425 · Balance 25,792 F1: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. Row 4 · 2022-09-20 · Exercise / conversion · Acquired 1,875 · Balance 27,667 F1: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. Row 5 · 2022-09-20 · Exercise / conversion · Acquired 4,688 · Balance 32,355 F1: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. Row 6 · 2022-09-20 · Tax withholding · Disposed 3,105 · Balance 29,250 F2: Shares withheld to satisfy tax liability upon vesting of restricted stock units on September 20, 2022. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 1,125 |
Reported balance
After 2022-09-20 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2022-09-20 · Exercise / conversion · Disposed 375 · Balance 1,125 F1: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. F3: One-fourth of these restricted stock units vested on September 20, 2022 and will vest quarterly thereafter on each December 20, March 20 and June 20, subject to the Reporting Person's continued service on each such date, until such units are fully vested on June 20, 2023. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 1,707 |
Reported balance
After 2022-09-20 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2022-09-20 · Exercise / conversion · Disposed 243 · Balance 1,707 F1: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. F4: One-eighth of these restricted stock units vested on September 20, 2022 and will vest quarterly thereafter on each December 20, March 20, June 20 and September 20, subject to the Reporting Person's continued service on each such date, until such units are fully vested on June 20, 2024. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 8,550 |
Reported balance
After 2022-09-20 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2022-09-20 · Exercise / conversion · Disposed 1,425 · Balance 8,550 F1: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. F5: 1,425 of these restricted stock units vested or will vest on each of September 20, 2022, December 20, 2022 and March 20, 2023, 950 of these restricted stock units will vest on each of June 20, 2023, September 20, 2023, December 20, 2023 and March 20, 2024, and 475 of these restricted stock units will vest on each of June 20, 2024, September 20, 2024, December 20, 2024 and March 20, 2025, subject to the Reporting Person's continued service on each such date. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 24,375 |
Reported balance
After 2022-09-20 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2022-09-20 · Exercise / conversion · Disposed 1,875 · Balance 24,375 F1: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. F6: 1,875 of these restricted stock units vested on September 20, 2022 and then quarterly thereafter on each December 20, March 20 and June 20, and September 20, subject to the Reporting Person's continued service on each such date, until such units are fully vested on December 20, 2025. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 65,625 |
Reported balance
After 2022-09-20 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2022-09-20 · Exercise / conversion · Disposed 4,688 · Balance 65,625 F1: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. F7: One-fifteenth of these restricted stock units vested on September 20, 2022 and then quarterly thereafter on each December 20, March 20, June 20 and September 20, subject to the Reporting Person's continued service on each such date, until such units are fully vested on March 20, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock.
F2: Shares withheld to satisfy tax liability upon vesting of restricted stock units on September 20, 2022.
F3: One-fourth of these restricted stock units vested on September 20, 2022 and will vest quarterly thereafter on each December 20, March 20 and June 20, subject to the Reporting Person's continued service on each such date, until such units are fully vested on June 20, 2023.
F4: One-eighth of these restricted stock units vested on September 20, 2022 and will vest quarterly thereafter on each December 20, March 20, June 20 and September 20, subject to the Reporting Person's continued service on each such date, until such units are fully vested on June 20, 2024.
F5: 1,425 of these restricted stock units vested or will vest on each of September 20, 2022, December 20, 2022 and March 20, 2023, 950 of these restricted stock units will vest on each of June 20, 2023, September 20, 2023, December 20, 2023 and March 20, 2024, and 475 of these restricted stock units will vest on each of June 20, 2024, September 20, 2024, December 20, 2024 and March 20, 2025, subject to the Reporting Person's continued service on each such date.
F6: 1,875 of these restricted stock units vested on September 20, 2022 and then quarterly thereafter on each December 20, March 20 and June 20, and September 20, subject to the Reporting Person's continued service on each such date, until such units are fully vested on December 20, 2025.
F7: One-fifteenth of these restricted stock units vested on September 20, 2022 and then quarterly thereafter on each December 20, March 20, June 20 and September 20, subject to the Reporting Person's continued service on each such date, until such units are fully vested on March 20, 2026.
Transaction history
JSON APIPurchases/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 | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 20, 2022 Filed Sep 22, 2022 01:41 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionRestricted Stock Unit · Derivative | 4,688 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-102075 · tm2226445d1_4seq1.xml · derivative · entry 11 BAWA FAHEEM · CIK 0001937486 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,625 Underlying: Common Stock · 4,688 shares Expires not disclosed 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_price: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. F7 · derivative.exercise_date: One-fifteenth of these restricted stock units vested on September 20, 2022 and then quarterly thereafter on each December 20, March 20, June 20 and September 20, subject to the Reporting Person's continued service on each such date, until such units are fully vested on March 20, 2026. F7 · derivative.expiration_date: One-fifteenth of these restricted stock units vested on September 20, 2022 and then quarterly thereafter on each December 20, March 20, June 20 and September 20, subject to the Reporting Person's continued service on each such date, until such units are fully vested on March 20, 2026. Read SEC document |
| September 20, 2022 Filed Sep 22, 2022 01:41 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionRestricted Stock Unit · Derivative | 1,875 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-102075 · tm2226445d1_4seq1.xml · derivative · entry 10 BAWA FAHEEM · CIK 0001937486 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,375 Underlying: Common Stock · 1,875 shares Expires not disclosed 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_price: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. F6 · derivative.exercise_date: 1,875 of these restricted stock units vested on September 20, 2022 and then quarterly thereafter on each December 20, March 20 and June 20, and September 20, subject to the Reporting Person's continued service on each such date, until such units are fully vested on December 20, 2025. F6 · derivative.expiration_date: 1,875 of these restricted stock units vested on September 20, 2022 and then quarterly thereafter on each December 20, March 20 and June 20, and September 20, subject to the Reporting Person's continued service on each such date, until such units are fully vested on December 20, 2025. Read SEC document |
| September 20, 2022 Filed Sep 22, 2022 01:41 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionRestricted Stock Unit · Derivative | 1,425 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-102075 · tm2226445d1_4seq1.xml · derivative · entry 9 BAWA FAHEEM · CIK 0001937486 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,550 Underlying: Common Stock · 1,425 shares Expires not disclosed 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_price: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. F5 · derivative.exercise_date: 1,425 of these restricted stock units vested or will vest on each of September 20, 2022, December 20, 2022 and March 20, 2023, 950 of these restricted stock units will vest on each of June 20, 2023, September 20, 2023, December 20, 2023 and March 20, 2024, and 475 of these restricted stock units will vest on each of June 20, 2024, September 20, 2024, December 20, 2024 and March 20, 2025, subject to the Reporting Person's continued service on each such date. F5 · derivative.expiration_date: 1,425 of these restricted stock units vested or will vest on each of September 20, 2022, December 20, 2022 and March 20, 2023, 950 of these restricted stock units will vest on each of June 20, 2023, September 20, 2023, December 20, 2023 and March 20, 2024, and 475 of these restricted stock units will vest on each of June 20, 2024, September 20, 2024, December 20, 2024 and March 20, 2025, subject to the Reporting Person's continued service on each such date. Read SEC document |
| September 20, 2022 Filed Sep 22, 2022 01:41 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionRestricted Stock Unit · Derivative | 243 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-102075 · tm2226445d1_4seq1.xml · derivative · entry 8 BAWA FAHEEM · CIK 0001937486 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,707 Underlying: Common Stock · 243 shares Expires not disclosed 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_price: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. F4 · derivative.exercise_date: One-eighth of these restricted stock units vested on September 20, 2022 and will vest quarterly thereafter on each December 20, March 20, June 20 and September 20, subject to the Reporting Person's continued service on each such date, until such units are fully vested on June 20, 2024. F4 · derivative.expiration_date: One-eighth of these restricted stock units vested on September 20, 2022 and will vest quarterly thereafter on each December 20, March 20, June 20 and September 20, subject to the Reporting Person's continued service on each such date, until such units are fully vested on June 20, 2024. Read SEC document |
| September 20, 2022 Filed Sep 22, 2022 01:41 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionRestricted Stock Unit · Derivative | 375 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-102075 · tm2226445d1_4seq1.xml · derivative · entry 7 BAWA FAHEEM · CIK 0001937486 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,125 Underlying: Common Stock · 375 shares Expires not disclosed 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_price: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. F3 · derivative.exercise_date: One-fourth of these restricted stock units vested on September 20, 2022 and will vest quarterly thereafter on each December 20, March 20 and June 20, subject to the Reporting Person's continued service on each such date, until such units are fully vested on June 20, 2023. F3 · derivative.expiration_date: One-fourth of these restricted stock units vested on September 20, 2022 and will vest quarterly thereafter on each December 20, March 20 and June 20, subject to the Reporting Person's continued service on each such date, until such units are fully vested on June 20, 2023. Read SEC document |
| September 20, 2022 Filed Sep 22, 2022 01:41 UTC | Yext, Inc. YEXT · Entity 5265 | Tax withholdingCommon Stock | 3,105 | $4.80 | $14,904.00 |
DisclosureSEC source: 0001104659-22-102075 · tm2226445d1_4seq1.xml · nonDerivative · entry 6 BAWA FAHEEM · CIK 0001937486 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,250 F2 · kind: Shares withheld to satisfy tax liability upon vesting of restricted stock units on September 20, 2022. Read SEC document |
| September 20, 2022 Filed Sep 22, 2022 01:41 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 4,688 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-102075 · tm2226445d1_4seq1.xml · nonDerivative · entry 5 BAWA FAHEEM · CIK 0001937486 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,355 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. Read SEC document |
| September 20, 2022 Filed Sep 22, 2022 01:41 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 1,875 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-102075 · tm2226445d1_4seq1.xml · nonDerivative · entry 4 BAWA FAHEEM · CIK 0001937486 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,667 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. Read SEC document |
| September 20, 2022 Filed Sep 22, 2022 01:41 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 1,425 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-102075 · tm2226445d1_4seq1.xml · nonDerivative · entry 3 BAWA FAHEEM · CIK 0001937486 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,792 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. Read SEC document |
| September 20, 2022 Filed Sep 22, 2022 01:41 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 243 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-102075 · tm2226445d1_4seq1.xml · nonDerivative · entry 2 BAWA FAHEEM · CIK 0001937486 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,367 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. Read SEC document |
| September 20, 2022 Filed Sep 22, 2022 01:41 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 375 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-102075 · tm2226445d1_4seq1.xml · nonDerivative · entry 1 BAWA FAHEEM · CIK 0001937486 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,124 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. 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.