Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Yext, Inc.YEXT · Entity 5265 | Chief Technology Officer | September 30, 2020 | October 02, 2020 |
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 30, 2020 · Filed October 02, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 94,908 |
Reported balance
After 2020-09-30 transaction · row 1
1 source rowRow 1 · 2020-09-30 · Sale · Disposed 2,500 · Balance 94,908 F1: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Reporting Person. F2: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $15.1400 to $15.5500, 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. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Reporting Person.
F2: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $15.1400 to $15.5500, 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.
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 |
|---|---|---|---|---|---|---|
| December 05, 2017 Filed Dec 7, 2017 22:05 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 12,500 | $12.77 | $159,646.25 |
DisclosureSEC source: 0001614178-17-000043 · wf-form4_151268428789533.xml · nonDerivative · entry 2 Dixon Tom Christopher · CIK 0001701985 · Chief Technology 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 $12.6800 to $12.9400, 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 |
| December 05, 2017 Filed Dec 7, 2017 22:05 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 12,500 | $1.83 | $22,875.00 |
DisclosureSEC source: 0001614178-17-000043 · wf-form4_151268428789533.xml · nonDerivative · entry 1 Dixon Tom Christopher · CIK 0001701985 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 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 |
| November 28, 2017 Filed Dec 1, 2017 01:02 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 12,500 | $0.00 Strike: $1.83 | $0.00 |
DisclosureSEC source: 0001614178-17-000035 · wf-form4_151209012972609.xml · derivative · entry 3 Dixon Tom Christopher · CIK 0001701985 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 617,485 Underlying: Common Stock · 12,500 shares Expires 2020-03-02 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: Shares are immediately excerciseable. Read SEC document |
| November 28, 2017 Filed Dec 1, 2017 01:02 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 12,500 | $14.00 | $174,992.50 |
DisclosureSEC source: 0001614178-17-000035 · wf-form4_151209012972609.xml · nonDerivative · entry 2 Dixon Tom Christopher · CIK 0001701985 · Chief Technology 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 $13.8600 to $14.1100, 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 |
| November 28, 2017 Filed Dec 1, 2017 01:02 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 12,500 | $1.83 | $22,875.00 |
DisclosureSEC source: 0001614178-17-000035 · wf-form4_151209012972609.xml · nonDerivative · entry 1 Dixon Tom Christopher · CIK 0001701985 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 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 |
| November 21, 2017 Filed Nov 24, 2017 21:31 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 12,500 | $0.00 Strike: $1.83 | $0.00 |
DisclosureSEC source: 0001614178-17-000020 · wf-form4_151155906713652.xml · derivative · entry 3 Dixon Tom Christopher · CIK 0001701985 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 629,985 Underlying: Common Stock · 12,500 shares Expires 2020-03-02 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: Shares are immediately excerciseable. Read SEC document |
| November 21, 2017 Filed Nov 24, 2017 21:31 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 12,500 | $12.94 | $161,738.75 |
DisclosureSEC source: 0001614178-17-000020 · wf-form4_151155906713652.xml · nonDerivative · entry 2 Dixon Tom Christopher · CIK 0001701985 · Chief Technology 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 $12.8000 to $13.0000, 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 |
| November 21, 2017 Filed Nov 24, 2017 21:31 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 12,500 | $1.83 | $22,875.00 |
DisclosureSEC source: 0001614178-17-000020 · wf-form4_151155906713652.xml · nonDerivative · entry 1 Dixon Tom Christopher · CIK 0001701985 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 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 |
| November 14, 2017 Filed Nov 16, 2017 22:06 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 12,500 | $0.00 Strike: $1.83 | $0.00 |
DisclosureSEC source: 0001614178-17-000015 · wf-form4_151086999348244.xml · derivative · entry 3 Dixon Tom Christopher · CIK 0001701985 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 642,485 Underlying: Common Stock · 12,500 shares Expires 2020-03-02 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: Shares are immediately excerciseable. Read SEC document |
| November 14, 2017 Filed Nov 16, 2017 22:06 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 12,500 | $12.66 | $158,246.25 |
DisclosureSEC source: 0001614178-17-000015 · wf-form4_151086999348244.xml · nonDerivative · entry 2 Dixon Tom Christopher · CIK 0001701985 · Chief Technology 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 $12.4900 to $12.8400, 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 |
| November 14, 2017 Filed Nov 16, 2017 22:06 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 12,500 | $1.83 | $22,875.00 |
DisclosureSEC source: 0001614178-17-000015 · wf-form4_151086999348244.xml · nonDerivative · entry 1 Dixon Tom Christopher · CIK 0001701985 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 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 |
| November 07, 2017 Filed Nov 9, 2017 22:27 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 12,500 | $0.00 Strike: $1.83 | $0.00 |
DisclosureSEC source: 0001614178-17-000008 · wf-form4_151026645394314.xml · derivative · entry 3 Dixon Tom Christopher · CIK 0001701985 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 654,985 Underlying: Common Stock · 12,500 shares Expires 2020-03-02 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: Shares are immediately excerciseable. Read SEC document |
| November 07, 2017 Filed Nov 9, 2017 22:27 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 12,500 | $11.95 | $149,420.00 |
DisclosureSEC source: 0001614178-17-000008 · wf-form4_151026645394314.xml · nonDerivative · entry 2 Dixon Tom Christopher · CIK 0001701985 · Chief Technology 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 $11.8300 to $12.0100, 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 |
| November 07, 2017 Filed Nov 9, 2017 22:27 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 12,500 | $1.83 | $22,875.00 |
DisclosureSEC source: 0001614178-17-000008 · wf-form4_151026645394314.xml · nonDerivative · entry 1 Dixon Tom Christopher · CIK 0001701985 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 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 |
| October 31, 2017 Filed Nov 2, 2017 20:51 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 12,500 | $0.00 Strike: $1.83 | $0.00 |
DisclosureSEC source: 0001628280-17-010713 · wf-form4_150965587297472.xml · derivative · entry 3 Dixon Tom Christopher · CIK 0001701985 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 667,485 Underlying: Common Stock · 12,500 shares Expires 2020-03-02 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: Shares are immediately excerciseable. Read SEC document |
| October 31, 2017 Filed Nov 2, 2017 20:51 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 12,500 | $11.42 | $142,735.00 |
DisclosureSEC source: 0001628280-17-010713 · wf-form4_150965587297472.xml · nonDerivative · entry 2 Dixon Tom Christopher · CIK 0001701985 · Chief Technology 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 $11.2700 to $11.5000, 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. Read SEC document |
| October 31, 2017 Filed Nov 2, 2017 20:51 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 12,500 | $1.83 | $22,875.00 |
DisclosureSEC source: 0001628280-17-010713 · wf-form4_150965587297472.xml · nonDerivative · entry 1 Dixon Tom Christopher · CIK 0001701985 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 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 |
| October 24, 2017 Filed Oct 26, 2017 21:52 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 12,500 | $0.00 Strike: $1.83 | $0.00 |
DisclosureSEC source: 0001104659-17-064074 · a4.xml · derivative · entry 3 Dixon Tom Christopher · CIK 0001701985 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 679,985 Underlying: Common Stock · 12,500 shares Expires 2020-03-02 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: Shares are immediately excerciseable. Read SEC document |
| October 24, 2017 Filed Oct 26, 2017 21:52 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 12,500 | $11.95 | $149,338.75 |
DisclosureSEC source: 0001104659-17-064074 · a4.xml · nonDerivative · entry 2 Dixon Tom Christopher · CIK 0001701985 · Chief Technology 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 $11.6600 to $12.0200, 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. Read SEC document |
| October 24, 2017 Filed Oct 26, 2017 21:52 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 12,500 | $1.83 | $22,875.00 |
DisclosureSEC source: 0001104659-17-064074 · a4.xml · nonDerivative · entry 1 Dixon Tom Christopher · CIK 0001701985 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 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 |
| October 17, 2017 Filed Oct 19, 2017 21:32 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 12,500 | $0.00 Strike: $1.83 | $0.00 |
DisclosureSEC source: 0001104659-17-062980 · a4.xml · derivative · entry 3 Dixon Tom Christopher · CIK 0001701985 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 692,485 Underlying: Common Stock · 12,500 shares Expires 2020-03-02 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: Shares are immediately excerciseable. Read SEC document |
| October 17, 2017 Filed Oct 19, 2017 21:32 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 12,500 | $12.15 | $151,826.25 |
DisclosureSEC source: 0001104659-17-062980 · a4.xml · nonDerivative · entry 2 Dixon Tom Christopher · CIK 0001701985 · Chief Technology 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 $12.0600 to $12.3000, 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. Read SEC document |
| October 17, 2017 Filed Oct 19, 2017 21:32 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 12,500 | $1.83 | $22,875.00 |
DisclosureSEC source: 0001104659-17-062980 · a4.xml · nonDerivative · entry 1 Dixon Tom Christopher · CIK 0001701985 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 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 12, 2017 Filed Jun 13, 2017 23:07 UTC | Yext, Inc. YEXT · Entity 5265 | GrantRestricted Stock Unit · Derivative | 80,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-039021 · a4.xml · derivative · entry 1 Dixon Tom Christopher · CIK 0001701985 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,000 Underlying: Common Stock · 80,000 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-tenth of shares subject to award vests on June 20, 2018 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-tenth of shares subject to award vests on June 20, 2018 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.