Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| RetailMeNot, Inc.SALE · Entity 175784 | Director | May 23, 2017 | May 25, 2017 |
| ServiceNow, Inc.NOW · Entity 2869 | Director | June 17, 2020 | June 19, 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.
RetailMeNot, Inc.
Report date May 23, 2017 · Filed May 25, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Series 1 Common Stock, $0.001 par valueSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-05-23 transaction · row 1
1 source rowRow 1 · 2017-05-23 · Disposition to issuer · Disposed 23,505 · Balance 0 F1: Disposed of upon the closing of the tender offer and merger pursuant to the Agreement and Plan of Merger by and among Harland Clarke Holdings Corp. ("Parent"), R. Acquisition Sub, Inc. ("Purchaser") (a wholly owned subsidiary of Parent), and Issuer, dated as of April 10, 2017 (the "Merger Agreement"), whereby Purchaser acquired each outstanding share of Series 1 common stock of the Issuer for a cash payment of $11.60 per share. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.16 · Expires 2025-12-15 | Direct | 0 |
Reported balance
After 2017-05-23 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-05-23 · Disposition to issuer · Disposed 32,280 · Balance 0 F2: Disposed of pursuant to the Merger Agreement, whereby each stock option that was outstanding and unexercised immediately prior to the Effective Time (as defined in the Merger Agreement), whether or not vested, was cancelled in exchange for the right to receive cash in an amount equal to the product of (i) the total number of shares subject to each such option immediately prior to the Effective Time and (ii) the excess, if any, of (x) $11.60 over (y) the exercise price per share subject to such stock option. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.58 · Expires 2026-04-28 | Direct | 0 |
Reported balance
After 2017-05-23 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-05-23 · Disposition to issuer · Disposed 17,792 · Balance 0 F2: Disposed of pursuant to the Merger Agreement, whereby each stock option that was outstanding and unexercised immediately prior to the Effective Time (as defined in the Merger Agreement), whether or not vested, was cancelled in exchange for the right to receive cash in an amount equal to the product of (i) the total number of shares subject to each such option immediately prior to the Effective Time and (ii) the excess, if any, of (x) $11.60 over (y) the exercise price per share subject to such stock option. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of upon the closing of the tender offer and merger pursuant to the Agreement and Plan of Merger by and among Harland Clarke Holdings Corp. ("Parent"), R. Acquisition Sub, Inc. ("Purchaser") (a wholly owned subsidiary of Parent), and Issuer, dated as of April 10, 2017 (the "Merger Agreement"), whereby Purchaser acquired each outstanding share of Series 1 common stock of the Issuer for a cash payment of $11.60 per share.
F2: Disposed of pursuant to the Merger Agreement, whereby each stock option that was outstanding and unexercised immediately prior to the Effective Time (as defined in the Merger Agreement), whether or not vested, was cancelled in exchange for the right to receive cash in an amount equal to the product of (i) the total number of shares subject to each such option immediately prior to the Effective Time and (ii) the excess, if any, of (x) $11.60 over (y) the exercise price per share subject to such stock option.
ServiceNow, Inc.
Report date June 17, 2020 · Filed June 19, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,356 |
Reported balance
After 2020-06-17 transaction · row 1
1 source rowRow 1 · 2020-06-17 · Grant · Acquired 811 · Balance 2,356 F1: Represents an award of restricted stock units ("RSUs"). 100% of the RSUs vest on the earlier of June 17, 2021 and the date of the Issuer's next annual stockholder meeting in 2021. Each RSU represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock units ("RSUs"). 100% of the RSUs vest on the earlier of June 17, 2021 and the date of the Issuer's next annual stockholder meeting in 2021. Each RSU represents a contingent right to receive one share of the Issuer's common stock upon settlement for no consideration.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Slack Technologies, Inc.
Report date July 21, 2021 · Filed July 21, 2021
Section 16 reporting ended · disclosed 2021-07-21. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-07-21 transaction · row 1
1 source rowRow 1 · 2021-07-21 · Other · Disposed 83,517 · Balance 0 F1: Includes 30,919 shares of Class A common stock subject to restricted stock units ("RSUs") of the Issuer. Pursuant to the the Agreement and Plan of Merger, dated as of December 1, 2020 (the "Merger Agreement"), by and among salesforce.com, inc. ("Salesforce"), Skyline Strategies I Inc., Skyline Strategies II LLC, and the Issuer, at the effective time of the merger (the "Effective Time"), each of the Issuer's RSUs were assumed and converted into an RSU with respect to a number of shares of Salesforce common stock (rounded down to the nearest whole share) determined by multiplying (i) the number of shares of common stock subject to the Issuer RSU immediately prior to the Effective Time by (ii) the "option/RSU conversion ratio" as defined in the definitive proxy statement filed by the Issuer with the SEC on January 29, 2021. The converted RSU will otherwise be subject to the same terms and conditions as were applicable to the Issuer RSU prior to the Effective Time. F2: Pursuant to the Merger Agreement, each share of the Issuer's common stock was tendered in exchange for (i) 0.0776 shares of Salesforce common stock and (ii) $26.79 in cash, together with cash in lieu of any fractional shares of Salesforce common stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-07-21 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-07-21 · Disposition to issuer · Disposed 535,476 · Balance 0 F3: This RSU represents the right to receive shares of Class B common stock. F4: Pursuant to the Merger Agreement, at the Effective Time, each of the Issuer's RSUs were assumed and converted into an RSU with respect to a number of shares of Salesforce common stock (rounded down to the nearest whole share) determined by multiplying (i) the number of shares of common stock subject to the Issuer RSU immediately prior to the Effective Time by (ii) the option/RSU conversion ratio. The converted RSU will otherwise be subject to the same terms and conditions as were applicable to the Issuer RSU prior to the Effective Time. F5: Not applicable. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $24.31 · Expires 2030-04-05 | Direct | 0 |
Reported balance
After 2021-07-21 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-07-21 · Disposition to issuer · Disposed 94,896 · Balance 0 F6: Pursuant to the Merger Agreement, at the Effective Time, each outstanding option was assumed and converted into an option to purchase the number of shares of Salesforce common stock (rounded down to the nearest whole share) determined by multiplying (i) the number of shares of common stock subject to the Issuer option immediately prior to the Effective Time by (ii) the option/RSU conversion ratio, with an exercise price determined by dividing (i) the exercise price of the Issuer option immediately prior to the Effective Time by (ii) the option/RSU conversion ratio. The converted option will otherwise be subject to the same terms and conditions as were applicable to the Issuer option prior to the Effective Time. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 30,919 shares of Class A common stock subject to restricted stock units ("RSUs") of the Issuer. Pursuant to the the Agreement and Plan of Merger, dated as of December 1, 2020 (the "Merger Agreement"), by and among salesforce.com, inc. ("Salesforce"), Skyline Strategies I Inc., Skyline Strategies II LLC, and the Issuer, at the effective time of the merger (the "Effective Time"), each of the Issuer's RSUs were assumed and converted into an RSU with respect to a number of shares of Salesforce common stock (rounded down to the nearest whole share) determined by multiplying (i) the number of shares of common stock subject to the Issuer RSU immediately prior to the Effective Time by (ii) the "option/RSU conversion ratio" as defined in the definitive proxy statement filed by the Issuer with the SEC on January 29, 2021. The converted RSU will otherwise be subject to the same terms and conditions as were applicable to the Issuer RSU prior to the Effective Time.
F2: Pursuant to the Merger Agreement, each share of the Issuer's common stock was tendered in exchange for (i) 0.0776 shares of Salesforce common stock and (ii) $26.79 in cash, together with cash in lieu of any fractional shares of Salesforce common stock.
F3: This RSU represents the right to receive shares of Class B common stock.
F4: Pursuant to the Merger Agreement, at the Effective Time, each of the Issuer's RSUs were assumed and converted into an RSU with respect to a number of shares of Salesforce common stock (rounded down to the nearest whole share) determined by multiplying (i) the number of shares of common stock subject to the Issuer RSU immediately prior to the Effective Time by (ii) the option/RSU conversion ratio. The converted RSU will otherwise be subject to the same terms and conditions as were applicable to the Issuer RSU prior to the Effective Time.
F5: Not applicable.
F6: Pursuant to the Merger Agreement, at the Effective Time, each outstanding option was assumed and converted into an option to purchase the number of shares of Salesforce common stock (rounded down to the nearest whole share) determined by multiplying (i) the number of shares of common stock subject to the Issuer option immediately prior to the Effective Time by (ii) the option/RSU conversion ratio, with an exercise price determined by dividing (i) the exercise price of the Issuer option immediately prior to the Effective Time by (ii) the option/RSU conversion ratio. The converted option will otherwise be subject to the same terms and conditions as were applicable to the Issuer option prior to the Effective Time.
Yext, Inc.
Report date September 13, 2024 · Filed September 16, 2024
Section 16 reporting ended · disclosed 2024-09-16. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 131,889 |
Reported balance
After 2024-09-13 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2024-09-13 · Exercise / conversion · Acquired 8,047 · Balance 131,889 F1: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. F2: These securities are held by the Reporting Person's trust and were transferred to the Reporting Person's trust in transactions exempt from reporting under Rule 16a-13 under the Securities Exchange Act of 1934. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-09-13 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-09-13 · Exercise / conversion · Disposed 8,047 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. F3: 100% of the shares subject to the award was to vest on June 12, 2025, subject to the Reporting Person's continued service to the Issuer on such date. Ms. Yehoshua resigned as a director of the Issuer effective at the end of the day on September 13, 2024. The Issuer has accelerated the vesting of 8,047 unvested restricted stock units, which represents a prorated portion of Ms. Yehoshua's annual grant, as of immediately prior to Ms. Yehoshua's resignation on September 13, 2024. The cancellation of the remaining 23,203 unvested restricted stock units is reflected as a reduction to the number of derivative securities reported in Column 9. |
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: These securities are held by the Reporting Person's trust and were transferred to the Reporting Person's trust in transactions exempt from reporting under Rule 16a-13 under the Securities Exchange Act of 1934.
F3: 100% of the shares subject to the award was to vest on June 12, 2025, subject to the Reporting Person's continued service to the Issuer on such date. Ms. Yehoshua resigned as a director of the Issuer effective at the end of the day on September 13, 2024. The Issuer has accelerated the vesting of 8,047 unvested restricted stock units, which represents a prorated portion of Ms. Yehoshua's annual grant, as of immediately prior to Ms. Yehoshua's resignation on September 13, 2024. The cancellation of the remaining 23,203 unvested restricted stock units is reflected as a reduction to the number of derivative securities reported in Column 9.
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 |
|---|---|---|---|---|---|---|
| June 12, 2018 Filed Jun 14, 2018 21:07 UTC | Yext, Inc. YEXT · Entity 5265 | GrantRestricted Stock Unit · Derivative | 10,989 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-18-000244 · wf-form4_152901044428810.xml · derivative · entry 1 Yehoshua Tamar · CIK 0001661094 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,989 Underlying: Common Stock · 10,989 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 20, 2019, 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 20, 2019, subject to the holder's continued service to the Company on such date. Read SEC document |
| June 06, 2018 Filed Jun 8, 2018 21:09 UTC | Yext, Inc. YEXT · Entity 5265 | GrantRestricted Stock Unit · Derivative | 434 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-18-000227 · wf-form4_152849213745529.xml · derivative · entry 1 Yehoshua Tamar · CIK 0001661094 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,936 Underlying: Common Stock · 434 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 March 20, 2019, 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 March 20, 2019, subject to the holder's continued service to the Company on such date. Read SEC document |
| March 14, 2018 Filed Mar 16, 2018 21:05 UTC | Yext, Inc. YEXT · Entity 5265 | GrantRestricted Stock Unit · Derivative | 2,502 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-18-000097 · wf-form4_152123433236577.xml · derivative · entry 1 Yehoshua Tamar · CIK 0001661094 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,502 Underlying: Common Stock · 2,502 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 March 20, 2019, 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 March 20, 2019, subject to the holder's continued service to the Company on such date. Read SEC document |
| October 02, 2017 Filed Oct 3, 2017 21:01 UTC | Yext, Inc. YEXT · Entity 5265 | GrantRestricted Stock Unit · Derivative | 22,727 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-060644 · a4.xml · derivative · entry 1 Yehoshua Tamar · CIK 0001661094 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,727 Underlying: Common Stock · 22,727 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-third of the shares subject to award shall vest on October 2, 2018, and then annually thereafter on each October 2, subject to the holder's continued service to the Company on such date until the award is fully vested on October 2, 2020. F2 · derivative.expiration_date: One-third of the shares subject to award shall vest on October 2, 2018, and then annually thereafter on each October 2, subject to the holder's continued service to the Company on such date until the award is fully vested on October 2, 2020. Read SEC document |
| May 23, 2017 Filed May 25, 2017 21:15 UTC | RetailMeNot, Inc. SALE · Entity 175784 | Disposition to issuerEmployee Stock Option (Right to Buy) · Derivative | 17,792 | $3.02 Strike: $8.58 | $53,731.84 |
DisclosureSEC source: 0000899243-17-014412 · doc4.xml · derivative · entry 3 Yehoshua Tamar · CIK 0001661094 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Series 1 Common Stock · 17,792 shares Expires 2026-04-28 F2 · derivative.exercise_date: Disposed of pursuant to the Merger Agreement, whereby each stock option that was outstanding and unexercised immediately prior to the Effective Time (as defined in the Merger Agreement), whether or not vested, was cancelled in exchange for the right to receive cash in an amount equal to the product of (i) the total number of shares subject to each such option immediately prior to the Effective Time and (ii) the excess, if any, of (x) $11.60 over (y) the exercise price per share subject to such stock option. Read SEC document |
| May 23, 2017 Filed May 25, 2017 21:15 UTC | RetailMeNot, Inc. SALE · Entity 175784 | Disposition to issuerEmployee Stock Option (Right to Buy) · Derivative | 32,280 | $1.44 Strike: $10.16 | $46,483.20 |
DisclosureSEC source: 0000899243-17-014412 · doc4.xml · derivative · entry 2 Yehoshua Tamar · CIK 0001661094 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Series 1 Common Stock · 32,280 shares Expires 2025-12-15 F2 · derivative.exercise_date: Disposed of pursuant to the Merger Agreement, whereby each stock option that was outstanding and unexercised immediately prior to the Effective Time (as defined in the Merger Agreement), whether or not vested, was cancelled in exchange for the right to receive cash in an amount equal to the product of (i) the total number of shares subject to each such option immediately prior to the Effective Time and (ii) the excess, if any, of (x) $11.60 over (y) the exercise price per share subject to such stock option. Read SEC document |
| May 23, 2017 Filed May 25, 2017 21:15 UTC | RetailMeNot, Inc. SALE · Entity 175784 | Disposition to issuerSeries 1 Common Stock, $0.001 par value | 23,505 | $11.60 | $272,658.00 |
DisclosureSEC source: 0000899243-17-014412 · doc4.xml · nonDerivative · entry 1 Yehoshua Tamar · CIK 0001661094 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Disposed of upon the closing of the tender offer and merger pursuant to the Agreement and Plan of Merger by and among Harland Clarke Holdings Corp. ("Parent"), R. Acquisition Sub, Inc. ("Purchaser") (a wholly owned subsidiary of Parent), and Issuer, dated as of April 10, 2017 (the "Merger Agreement"), whereby Purchaser acquired each outstanding share of Series 1 common stock of the Issuer for a cash payment of $11.60 per share. 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.