Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Yext, Inc.YEXT · Entity 5265 | Director · Chief Executive Officer | March 20, 2022 | March 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 March 20, 2022 · Filed March 22, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,256,457 |
Ending reported balance
After 2022-03-21 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2022-03-20 · Exercise / conversion · Acquired 26,250 · Balance 3,238,151 F1: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. Row 2 · 2022-03-20 · Exercise / conversion · Acquired 12,500 · Balance 3,250,651 F1: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. Row 3 · 2022-03-20 · Exercise / conversion · Acquired 12,500 · Balance 3,263,151 F1: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. Row 4 · 2022-03-20 · Exercise / conversion · Acquired 9,375 · Balance 3,272,526 F1: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. Row 5 · 2022-03-21 · Sale · Disposed 16,069 · Balance 3,256,457 F2: This transaction was effected pursuant to various 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: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $$6.49 to $$6.78, 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 |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 341,250 |
Reported balance
After 2022-03-20 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2022-03-20 · Exercise / conversion · Disposed 26,250 · Balance 341,250 F1: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. F5: One-sixteenth of shares subject to award vested on September 20, 2021 and then quarterly thereafter on each of December 20, March 20, June 20 and September 20 and in each case subject to the executive's continued service on each such date, until the award is fully vested on June 20, 2025. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 125,000 |
Reported balance
After 2022-03-20 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2022-03-20 · Exercise / conversion · Disposed 12,500 · Balance 125,000 F1: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. F6: One-sixteenth of shares subject to award vested on December 20, 2020 and then quarterly thereafter on each of March 20, June 20, September 20 and December 20, in each case subject to the executive's continued service on each such date, until the award is fully vested on September 20, 2024. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 62,500 |
Reported balance
After 2022-03-20 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2022-03-20 · Exercise / conversion · Disposed 12,500 · Balance 62,500 F1: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. F7: One-sixteenth of shares subject to award vested 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. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 9,375 |
Reported balance
After 2022-03-20 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2022-03-20 · Exercise / conversion · Disposed 9,375 · Balance 9,375 F1: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. F8: One-sixteenth of shares subject to award vested on September 20, 2018 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, 2022. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 469,482 |
Reported balance
Holding disclosure · report date 2022-03-20 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 469,482 F4: These shares are held by a trust of which the Reporting Person's spouse is the trustee and beneficiary. |
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: This transaction was effected pursuant to various 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: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $$6.49 to $$6.78, 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
F4: These shares are held by a trust of which the Reporting Person's spouse is the trustee and beneficiary.
F5: One-sixteenth of shares subject to award vested on September 20, 2021 and then quarterly thereafter on each of December 20, March 20, June 20 and September 20 and in each case subject to the executive's continued service on each such date, until the award is fully vested on June 20, 2025.
F6: One-sixteenth of shares subject to award vested on December 20, 2020 and then quarterly thereafter on each of March 20, June 20, September 20 and December 20, in each case subject to the executive's continued service on each such date, until the award is fully vested on September 20, 2024.
F7: One-sixteenth of shares subject to award vested 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.
F8: One-sixteenth of shares subject to award vested on September 20, 2018 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, 2022.
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 |
|---|---|---|---|---|---|---|
| October 10, 2017 Filed Oct 12, 2017 21:30 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 25,000 | $12.04 | $301,010.00 |
DisclosureSEC source: 0001104659-17-061973 · a4.xml · nonDerivative · entry 1 Lerman Howard · CIK 0001701667 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,128,585 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Reporting Person. F2 · price: Reflects a weighted average purchase price. These shares were sold in multiple transactions at prices ranging from $12.0000 to $12.1900, 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 purchased at each separate price. F3 · balance_after: The total securities beneficially owned reflects an additional 540 shares not previously listed due to a typographical error. Read SEC document |
| June 12, 2017 Filed Jun 13, 2017 23:06 UTC | Yext, Inc. YEXT · Entity 5265 | GrantRestricted Stock Unit · Derivative | 225,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-039018 · a4.xml · derivative · entry 1 Lerman Howard · CIK 0001701667 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,000 Underlying: Common Stock · 225,000 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-seventh of shares subject to award vests on June 20, 2019 and then quarterly thereafter on each of September 20, December 20, March 20 and June 20 thereafter, in each case subject to the executive's continued service on each such date, until the award is fully vested on December 20, 2020. F2 · derivative.expiration_date: One-seventh of shares subject to award vests on June 20, 2019 and then quarterly thereafter on each of September 20, December 20, March 20 and June 20 thereafter, in each case subject to the executive's continued service on each such date, until the award is fully vested on December 20, 2020. Read SEC document |
| April 19, 2017 Filed Apr 21, 2017 20:11 UTC | Yext, Inc. YEXT · Entity 5265 | ConversionSeries A Preferred Stock · Derivative | 295,170 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-025190 · a4.xml · derivative · entry 2 Lerman Howard · CIK 0001701667 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 295,170 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: Immediately prior to the closing of the Issuer's initial public offering of its Common Stock, each share of Series A Preferred Stock automatically converted into one share of Common Stock. The Series A Preferred Stock had no expiration date. F1 · derivative.exercise_date: Immediately prior to the closing of the Issuer's initial public offering of its Common Stock, each share of Series A Preferred Stock automatically converted into one share of Common Stock. The Series A Preferred Stock had no expiration date. F1 · derivative.expiration_date: Immediately prior to the closing of the Issuer's initial public offering of its Common Stock, each share of Series A Preferred Stock automatically converted into one share of Common Stock. The Series A Preferred Stock had no expiration date. Read SEC document |
| April 19, 2017 Filed Apr 21, 2017 20:11 UTC | Yext, Inc. YEXT · Entity 5265 | ConversionCommon Stock | 295,170 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-17-025190 · a4.xml · nonDerivative · entry 1 Lerman Howard · CIK 0001701667 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,353,045 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: Immediately prior to the closing of the Issuer's initial public offering of its Common Stock, each share of Series A Preferred Stock automatically converted into one share of Common Stock. The Series A Preferred Stock had no expiration date. 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.