Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| YELP INCYELP · Entity 1782 | Director | February 26, 2019 | February 28, 2019 |
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.
YELP INC
Report date February 26, 2019 · Filed February 28, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee Footnote 2 | 341,940 |
Reported balance
After 2019-02-26 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2019-02-26 · Sale · Disposed 2,000 · Balance 341,940 F1: Shares were sold pursuant to a duly adopted 10b5-1 trading plan adopted by the reporting person on August 31, 2018. F2: Shares are held by Geoffrey Donaker as Trustee UA 02/07/05 Donaker Revocable Trust. The Reporting Person holds voting and dispositive power over the shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares were sold pursuant to a duly adopted 10b5-1 trading plan adopted by the reporting person on August 31, 2018.
F2: Shares are held by Geoffrey Donaker as Trustee UA 02/07/05 Donaker Revocable Trust. The Reporting Person holds voting and dispositive power over the shares.
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 18, 2016 Filed Oct 20, 2016 21:17 UTC | YELP INC YELP · Entity 1782 | Exercise / conversionCommon Stock | 4,000 | $7.16 | $28,640.00 |
DisclosureSEC source: 0001209191-16-146502 · doc4.xml · nonDerivative · entry 1 Donaker Geoffrey L · CIK 0001539856 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 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. Read SEC document |
| October 11, 2016 Filed Oct 12, 2016 21:03 UTC | YELP INC YELP · Entity 1782 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 6,000 | $0.00 Strike: $7.16 | $0.00 |
DisclosureSEC source: 0001209191-16-145707 · doc4.xml · derivative · entry 4 Donaker Geoffrey L · CIK 0001539856 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 397,709 Underlying: Common Stock · 6,000 shares Expires 2021-01-05 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. F4 · derivative.exercise_date: Fully vested. Read SEC document |
| October 11, 2016 Filed Oct 12, 2016 21:03 UTC | YELP INC YELP · Entity 1782 | SaleCommon Stock | 700 | $41.14 | $28,800.03 |
DisclosureSEC source: 0001209191-16-145707 · doc4.xml · nonDerivative · entry 3 Donaker Geoffrey L · CIK 0001539856 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Shares were sold pursuant to a duly adopted 10b5-1 trading plan. F3 · price: The sales price reported is the weighted average sale price for the number of shares sold. These shares were sold in multiple transactions at prices ranging from $41.10 to $41.19, inclusive. Full information regarding the number of shares sold at each separate price will be supplied upon request by Securities and Exchange Commission Staff, the Issuer or a security holder of the Issuer. Read SEC document |
| October 11, 2016 Filed Oct 12, 2016 21:03 UTC | YELP INC YELP · Entity 1782 | SaleCommon Stock | 5,300 | $40.58 | $215,064.46 |
DisclosureSEC source: 0001209191-16-145707 · doc4.xml · nonDerivative · entry 2 Donaker Geoffrey L · CIK 0001539856 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 700 F1 · kind: Shares were sold pursuant to a duly adopted 10b5-1 trading plan. F2 · price: The sales price reported is the weighted average sale price for the number of shares sold. These shares were sold in multiple transactions at prices ranging from $40.07 to $41.06, inclusive. Full information regarding the number of shares sold at each separate price will be supplied upon request by Securities and Exchange Commission Staff, the Issuer or a security holder of the Issuer. Read SEC document |
| October 11, 2016 Filed Oct 12, 2016 21:03 UTC | YELP INC YELP · Entity 1782 | Exercise / conversionCommon Stock | 6,000 | $7.16 | $42,960.00 |
DisclosureSEC source: 0001209191-16-145707 · doc4.xml · nonDerivative · entry 1 Donaker Geoffrey L · CIK 0001539856 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 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. Read SEC document |
| October 04, 2016 Filed Oct 5, 2016 22:35 UTC | YELP INC YELP · Entity 1782 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 6,000 | $0.00 Strike: $7.16 | $0.00 |
DisclosureSEC source: 0001209191-16-145127 · doc4.xml · derivative · entry 3 Donaker Geoffrey L · CIK 0001539856 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 403,709 Underlying: Common Stock · 6,000 shares Expires 2021-01-05 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. F3 · derivative.exercise_date: Fully vested. Read SEC document |
| October 04, 2016 Filed Oct 5, 2016 22:35 UTC | YELP INC YELP · Entity 1782 | SaleCommon Stock | 6,000 | $41.55 | $249,270.00 |
DisclosureSEC source: 0001209191-16-145127 · doc4.xml · nonDerivative · entry 2 Donaker Geoffrey L · CIK 0001539856 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Shares were sold pursuant to a duly adopted 10b5-1 trading plan. F2 · price: The sales price reported is the weighted average sale price for the number of shares sold. These shares were sold in multiple transactions at prices ranging from $41.20 to $41.85, inclusive. Full information regarding the number of shares sold at each separate price will be supplied upon request by Securities and Exchange Commission Staff, the Issuer or a security holder of the Issuer. Read SEC document |
| October 04, 2016 Filed Oct 5, 2016 22:35 UTC | YELP INC YELP · Entity 1782 | Exercise / conversionCommon Stock | 6,000 | $7.16 | $42,960.00 |
DisclosureSEC source: 0001209191-16-145127 · doc4.xml · nonDerivative · entry 1 Donaker Geoffrey L · CIK 0001539856 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 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. Read SEC document |
| September 27, 2016 Filed Sep 29, 2016 21:07 UTC | YELP INC YELP · Entity 1782 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 6,000 | $0.00 Strike: $7.16 | $0.00 |
DisclosureSEC source: 0001209191-16-143154 · doc4.xml · derivative · entry 3 Donaker Geoffrey L · CIK 0001539856 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 409,709 Underlying: Common Stock · 6,000 shares Expires 2021-01-05 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. F2 · derivative.exercise_date: Fully vested. Read SEC document |
| September 27, 2016 Filed Sep 29, 2016 21:07 UTC | YELP INC YELP · Entity 1782 | SaleCommon Stock | 6,000 | $39.97 | $239,796.00 |
DisclosureSEC source: 0001209191-16-143154 · doc4.xml · nonDerivative · entry 2 Donaker Geoffrey L · CIK 0001539856 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Shares were sold pursuant to a duly adopted 10b5-1 trading plan. Read SEC document |
| September 27, 2016 Filed Sep 29, 2016 21:07 UTC | YELP INC YELP · Entity 1782 | Exercise / conversionCommon Stock | 6,000 | $7.16 | $42,960.00 |
DisclosureSEC source: 0001209191-16-143154 · doc4.xml · nonDerivative · entry 1 Donaker Geoffrey L · CIK 0001539856 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 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. Read SEC document |
| September 22, 2016 Filed Sep 24, 2016 01:43 UTC | YELP INC YELP · Entity 1782 | OtherEmployee Stock Option (Right to Buy) · Derivative | 53,300 | $0.00 Strike: $20.47 | $0.00 |
DisclosureSEC source: 0001209191-16-142723 · doc4.xml · derivative · entry 12 Donaker Geoffrey L · CIK 0001539856 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,300 Underlying: Common Stock · 53,300 shares Expires 2026-03-09 F3 · kind: In connection with the conversion described in footnote (1), outstanding options denominated in Class A or Class B common stock issued under the Issuer's equity incentive plans remain unchanged, except that they now represent the right to receive shares of the single class of common stock rather than shares of Class A or Class B common stock. F7 · derivative.exercise_date: The shares underlying the stock option vest in equal monthly installments over 12 months following the grant date of March 9, 2016. Read SEC document |
| September 22, 2016 Filed Sep 24, 2016 01:43 UTC | YELP INC YELP · Entity 1782 | OtherEmployee Stock Option (Right to Buy) · Derivative | 53,300 | $0.00 Strike: $20.47 | $0.00 |
DisclosureSEC source: 0001209191-16-142723 · doc4.xml · derivative · entry 11 Donaker Geoffrey L · CIK 0001539856 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 53,300 shares Expires 2026-03-09 F3 · kind: In connection with the conversion described in footnote (1), outstanding options denominated in Class A or Class B common stock issued under the Issuer's equity incentive plans remain unchanged, except that they now represent the right to receive shares of the single class of common stock rather than shares of Class A or Class B common stock. F7 · derivative.exercise_date: The shares underlying the stock option vest in equal monthly installments over 12 months following the grant date of March 9, 2016. Read SEC document |
| September 22, 2016 Filed Sep 24, 2016 01:43 UTC | YELP INC YELP · Entity 1782 | OtherEmployee Stock Option (Right to Buy) · Derivative | 26,100 | $0.00 Strike: $53.83 | $0.00 |
DisclosureSEC source: 0001209191-16-142723 · doc4.xml · derivative · entry 10 Donaker Geoffrey L · CIK 0001539856 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,100 Underlying: Common Stock · 26,100 shares Expires 2025-01-08 F3 · kind: In connection with the conversion described in footnote (1), outstanding options denominated in Class A or Class B common stock issued under the Issuer's equity incentive plans remain unchanged, except that they now represent the right to receive shares of the single class of common stock rather than shares of Class A or Class B common stock. F6 · derivative.exercise_date: The shares underlying the stock option vest in equal monthly installments over 24 months following the grant date of January 8, 2015. Read SEC document |
| September 22, 2016 Filed Sep 24, 2016 01:43 UTC | YELP INC YELP · Entity 1782 | OtherEmployee Stock Option (Right to Buy) · Derivative | 26,100 | $0.00 Strike: $53.83 | $0.00 |
DisclosureSEC source: 0001209191-16-142723 · doc4.xml · derivative · entry 9 Donaker Geoffrey L · CIK 0001539856 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 26,100 shares Expires 2025-01-08 F3 · kind: In connection with the conversion described in footnote (1), outstanding options denominated in Class A or Class B common stock issued under the Issuer's equity incentive plans remain unchanged, except that they now represent the right to receive shares of the single class of common stock rather than shares of Class A or Class B common stock. F6 · derivative.exercise_date: The shares underlying the stock option vest in equal monthly installments over 24 months following the grant date of January 8, 2015. Read SEC document |
| September 22, 2016 Filed Sep 24, 2016 01:43 UTC | YELP INC YELP · Entity 1782 | OtherEmployee Stock Option (Right to Buy) · Derivative | 90,000 | $0.00 Strike: $21.18 | $0.00 |
DisclosureSEC source: 0001209191-16-142723 · doc4.xml · derivative · entry 8 Donaker Geoffrey L · CIK 0001539856 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,000 Underlying: Common Stock · 90,000 shares Expires 2023-02-05 F3 · kind: In connection with the conversion described in footnote (1), outstanding options denominated in Class A or Class B common stock issued under the Issuer's equity incentive plans remain unchanged, except that they now represent the right to receive shares of the single class of common stock rather than shares of Class A or Class B common stock. F4 · derivative.exercise_date: Fully vested. Read SEC document |
| September 22, 2016 Filed Sep 24, 2016 01:43 UTC | YELP INC YELP · Entity 1782 | OtherEmployee Stock Option (Right to Buy) · Derivative | 90,000 | $0.00 Strike: $21.18 | $0.00 |
DisclosureSEC source: 0001209191-16-142723 · doc4.xml · derivative · entry 7 Donaker Geoffrey L · CIK 0001539856 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 90,000 shares Expires 2023-02-05 F3 · kind: In connection with the conversion described in footnote (1), outstanding options denominated in Class A or Class B common stock issued under the Issuer's equity incentive plans remain unchanged, except that they now represent the right to receive shares of the single class of common stock rather than shares of Class A or Class B common stock. F4 · derivative.exercise_date: Fully vested. Read SEC document |
| September 22, 2016 Filed Sep 24, 2016 01:43 UTC | YELP INC YELP · Entity 1782 | OtherEmployee Stock Option (Right to Buy) · Derivative | 425,000 | $0.00 Strike: $21.18 | $0.00 |
DisclosureSEC source: 0001209191-16-142723 · doc4.xml · derivative · entry 6 Donaker Geoffrey L · CIK 0001539856 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 425,000 Underlying: Common Stock · 425,000 shares Expires 2023-02-05 F3 · kind: In connection with the conversion described in footnote (1), outstanding options denominated in Class A or Class B common stock issued under the Issuer's equity incentive plans remain unchanged, except that they now represent the right to receive shares of the single class of common stock rather than shares of Class A or Class B common stock. F5 · derivative.exercise_date: The shares underlying the stock option vest in equal monthly installments as follows: (a) 10% of the shares vest over the 12 month period from the Grant Date of February 5, 2013; then (b) 20% of the shares vest over the following 12 month period; then (c) 30% of the shares vest over the following 12 month period; and then (d) 40% of the shares vest over the following 12 month period, such that all of the shares vest as of the four year anniversary of the Grant Date. Read SEC document |
| September 22, 2016 Filed Sep 24, 2016 01:43 UTC | YELP INC YELP · Entity 1782 | OtherEmployee Stock Option (Right to Buy) · Derivative | 425,000 | $0.00 Strike: $21.18 | $0.00 |
DisclosureSEC source: 0001209191-16-142723 · doc4.xml · derivative · entry 5 Donaker Geoffrey L · CIK 0001539856 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 425,000 shares Expires 2023-02-05 F3 · kind: In connection with the conversion described in footnote (1), outstanding options denominated in Class A or Class B common stock issued under the Issuer's equity incentive plans remain unchanged, except that they now represent the right to receive shares of the single class of common stock rather than shares of Class A or Class B common stock. F5 · derivative.exercise_date: The shares underlying the stock option vest in equal monthly installments as follows: (a) 10% of the shares vest over the 12 month period from the Grant Date of February 5, 2013; then (b) 20% of the shares vest over the following 12 month period; then (c) 30% of the shares vest over the following 12 month period; and then (d) 40% of the shares vest over the following 12 month period, such that all of the shares vest as of the four year anniversary of the Grant Date. Read SEC document |
| September 22, 2016 Filed Sep 24, 2016 01:43 UTC | YELP INC YELP · Entity 1782 | OtherEmployee Stock Option (Right to Buy) · Derivative | 415,709 | $0.00 Strike: $7.16 | $0.00 |
DisclosureSEC source: 0001209191-16-142723 · doc4.xml · derivative · entry 4 Donaker Geoffrey L · CIK 0001539856 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 415,709 Underlying: Common Stock · 415,709 shares Expires 2021-01-05 F3 · kind: In connection with the conversion described in footnote (1), outstanding options denominated in Class A or Class B common stock issued under the Issuer's equity incentive plans remain unchanged, except that they now represent the right to receive shares of the single class of common stock rather than shares of Class A or Class B common stock. F4 · derivative.exercise_date: Fully vested. Read SEC document |
| September 22, 2016 Filed Sep 24, 2016 01:43 UTC | YELP INC YELP · Entity 1782 | OtherEmployee Stock Option (Right to Buy) · Derivative | 415,709 | $0.00 Strike: $7.16 | $0.00 |
DisclosureSEC source: 0001209191-16-142723 · doc4.xml · derivative · entry 3 Donaker Geoffrey L · CIK 0001539856 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 415,709 shares Expires 2021-01-05 F3 · kind: In connection with the conversion described in footnote (1), outstanding options denominated in Class A or Class B common stock issued under the Issuer's equity incentive plans remain unchanged, except that they now represent the right to receive shares of the single class of common stock rather than shares of Class A or Class B common stock. F4 · derivative.exercise_date: Fully vested. Read SEC document |
| September 22, 2016 Filed Sep 24, 2016 01:43 UTC | YELP INC YELP · Entity 1782 | ConversionClass B Common Stock · Derivative | 397,940 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-142723 · doc4.xml · derivative · entry 2 Donaker Geoffrey L · CIK 0001539856 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 397,940 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: On September 22, 2016, each share of the Issuer's outstanding Class A common stock and Class B common stock automatically converted into one share of common stock pursuant to the Issuer's amended and restated certificate of incorporation. F1 · kind: On September 22, 2016, each share of the Issuer's outstanding Class A common stock and Class B common stock automatically converted into one share of common stock pursuant to the Issuer's amended and restated certificate of incorporation. F1 · derivative.exercise_date: On September 22, 2016, each share of the Issuer's outstanding Class A common stock and Class B common stock automatically converted into one share of common stock pursuant to the Issuer's amended and restated certificate of incorporation. F1 · derivative.expiration_date: On September 22, 2016, each share of the Issuer's outstanding Class A common stock and Class B common stock automatically converted into one share of common stock pursuant to the Issuer's amended and restated certificate of incorporation. Read SEC document |
| September 22, 2016 Filed Sep 24, 2016 01:43 UTC | YELP INC YELP · Entity 1782 | GrantCommon Stock | 397,940 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-142723 · doc4.xml · nonDerivative · entry 1 Donaker Geoffrey L · CIK 0001539856 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote (2) Disclosed balance after: 397,940 F1 · kind: On September 22, 2016, each share of the Issuer's outstanding Class A common stock and Class B common stock automatically converted into one share of common stock pursuant to the Issuer's amended and restated certificate of incorporation. F2 · ownership.direct: Shares are held by Geoffrey Donaker as Trustee UA 02/07/05 Donaker Revocable Trust. The Reporting Person holds voting and dispositive power over the shares. 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.