Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BILL Holdings, Inc.BILL · Entity 3940 | Director | December 05, 2025 | December 09, 2025 |
| CONCENTRIX SERVICESOURCE INC.SREV · Entity 125270 | Director | August 17, 2017 | August 18, 2017 |
| Innovid Corp.CTV · Entity 83157 | Director | June 07, 2022 | June 09, 2022 |
| Salesforce, Inc.CRM · Entity 2842 | Chief Financial Officer | February 28, 2008 | February 29, 2008 |
| Yext, Inc.YEXT · Entity 5265 | Chief Financial 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.
BILL Holdings, Inc.
Report date December 05, 2025 · Filed December 09, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,537 |
Reported balance
After 2025-12-05 transaction · row 1
1 source rowRow 1 · 2025-12-05 · Exercise / conversion · Acquired 2,095 · Balance 8,537 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-12-05 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-12-05 · Exercise / conversion · Disposed 2,095 · Balance 0 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F2: 100% of the RSUs vested on December 5, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.
F2: 100% of the RSUs vested on December 5, 2025.
CONCENTRIX SERVICESOURCE INC.
Report date August 17, 2017 · Filed August 18, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 35,251 |
Ending reported balance
After 2017-08-18 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-08-17 · Sale · Disposed 60,853 · Balance 64,943 F1: The shares were sold in multiple trades during the day at prices ranging from $3.21 to $3.39. The weighted-average price is reported above. The reporting person hereby undertakes to provide upon request, to the SEC staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares and prices at which the transactions were effected. Row 2 · 2017-08-18 · Sale · Disposed 29,692 · Balance 35,251 F2: The shares were sold in multiple trades during the day at prices ranging from $3.15 to $3.29. The weighted-average price is reported above. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares were sold in multiple trades during the day at prices ranging from $3.21 to $3.39. The weighted-average price is reported above. The reporting person hereby undertakes to provide upon request, to the SEC staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares and prices at which the transactions were effected.
F2: The shares were sold in multiple trades during the day at prices ranging from $3.15 to $3.29. The weighted-average price is reported above.
Innovid Corp.
Report date June 07, 2022 · Filed June 09, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 130,636 |
Reported balance
After 2022-06-07 transaction · row 1
1 source rowRow 1 · 2022-06-07 · Grant · Acquired 78,475 · Balance 130,636 F1: 100% of the RSUs vest on the earlier of (i) June 7, 2023 or (ii) the day before the next annual meeting of stockholders of the Issuer, subject to the Reporting Person's continued service to the Issuer. Each restricted stock unit represents a contingent right to receive one share of Innovid Corp's Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: 100% of the RSUs vest on the earlier of (i) June 7, 2023 or (ii) the day before the next annual meeting of stockholders of the Issuer, subject to the Reporting Person's continued service to the Issuer. Each restricted stock unit represents a contingent right to receive one share of Innovid Corp's Common Stock.
Salesforce, Inc.
Report date February 28, 2008 · Filed February 29, 2008
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 178,604 |
Ending reported balance
After 2008-02-28 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2008-02-28 · Exercise / conversion · Acquired 1,800 · Balance 180,404 F1: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Row 2 · 2008-02-28 · Sale · Disposed 1,000 · Balance 179,404 F1: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Row 3 · 2008-02-28 · Sale · Disposed 800 · Balance 178,604 F1: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.10 · Expires 2012-06-26 | Direct | 32,111 |
Reported balance
After 2008-02-28 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2008-02-28 · Exercise / conversion · Disposed 1,800 · Balance 32,111 F1: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. |
| Common StockSEC Table I · non-derivative | IndirectBy Wife | 730 |
Reported balance
Holding disclosure · report date 2008-02-28 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 730 F2: Shares held by the wife of the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan.
F2: Shares held by the wife of the reporting person.
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 | 154,012 |
Ending reported balance
After 2022-03-21 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-03-20 · Exercise / conversion · Acquired 25,000 · Balance 160,422 F1: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. Row 2 · 2022-03-21 · Sale · Disposed 6,410 · Balance 154,012 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 | 125,000 |
Reported balance
After 2022-03-20 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-03-20 · Exercise / conversion · Disposed 25,000 · Balance 125,000 F1: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. F4: One-twelfth 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, 2024. |
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: One-twelfth 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, 2024.
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 |
|---|---|---|---|---|---|---|
| May 20, 2019 Filed May 22, 2019 17:11 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 10,000 | $3.06 | $30,600.00 |
DisclosureSEC source: 0001614178-19-000185 · wf-form4_155855948673312.xml · nonDerivative · entry 1 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 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. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person. Read SEC document |
| May 13, 2019 Filed May 15, 2019 17:16 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $3.06 | $0.00 |
DisclosureSEC source: 0001614178-19-000177 · wf-form4_155795494768109.xml · derivative · entry 3 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,716 Underlying: Common Stock · 10,000 shares Expires 2024-10-01 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 the Reporting Person. F3 · derivative.exercise_date: Twenty-five percent (25%) of shares subject to the option vested on October 1, 2015 and 1/36th of the remaining shares subject to the option vest in equal monthly installments on the last day of each full calendar month thereafter. Read SEC document |
| May 13, 2019 Filed May 15, 2019 17:16 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 10,000 | $20.58 | $205,773.00 |
DisclosureSEC source: 0001614178-19-000177 · wf-form4_155795494768109.xml · nonDerivative · entry 2 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial 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 the Reporting Person. F2 · price: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $20.3400 to $20.8100, 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 |
| May 13, 2019 Filed May 15, 2019 17:16 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 10,000 | $3.06 | $30,600.00 |
DisclosureSEC source: 0001614178-19-000177 · wf-form4_155795494768109.xml · nonDerivative · entry 1 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 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. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person. Read SEC document |
| May 06, 2019 Filed May 8, 2019 17:30 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $3.06 | $0.00 |
DisclosureSEC source: 0001614178-19-000169 · wf-form4_155735103968083.xml · derivative · entry 3 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,716 Underlying: Common Stock · 10,000 shares Expires 2024-10-01 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 the Reporting Person. F3 · derivative.exercise_date: Twenty-five percent (25%) of shares subject to the option vested on October 1, 2015 and 1/36th of the remaining shares subject to the option vest in equal monthly installments on the last day of each full calendar month thereafter. Read SEC document |
| May 06, 2019 Filed May 8, 2019 17:30 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 10,000 | $22.20 | $222,001.00 |
DisclosureSEC source: 0001614178-19-000169 · wf-form4_155735103968083.xml · nonDerivative · entry 2 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial 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 the Reporting Person. F2 · price: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $21.6300 to $22.4800, 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 |
| May 06, 2019 Filed May 8, 2019 17:30 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 10,000 | $3.06 | $30,600.00 |
DisclosureSEC source: 0001614178-19-000169 · wf-form4_155735103968083.xml · nonDerivative · entry 1 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 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. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person. Read SEC document |
| April 29, 2019 Filed May 1, 2019 17:01 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $3.06 | $0.00 |
DisclosureSEC source: 0001614178-19-000155 · wf-form4_155674445116883.xml · derivative · entry 3 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,716 Underlying: Common Stock · 10,000 shares Expires 2024-10-01 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 the Reporting Person. F3 · derivative.exercise_date: Twenty-five percent (25%) of shares subject to the option vested on October 1, 2015 and 1/36th of the remaining shares subject to the option vest in equal monthly installments on the last day of each full calendar month thereafter. Read SEC document |
| April 29, 2019 Filed May 1, 2019 17:01 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 10,000 | $21.41 | $214,108.00 |
DisclosureSEC source: 0001614178-19-000155 · wf-form4_155674445116883.xml · nonDerivative · entry 2 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial 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 the Reporting Person. F2 · price: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $20.7000 to $21.6100, 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 |
| April 29, 2019 Filed May 1, 2019 17:01 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 10,000 | $3.06 | $30,600.00 |
DisclosureSEC source: 0001614178-19-000155 · wf-form4_155674445116883.xml · nonDerivative · entry 1 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 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. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person. Read SEC document |
| April 22, 2019 Filed Apr 24, 2019 17:10 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $3.06 | $0.00 |
DisclosureSEC source: 0001614178-19-000140 · wf-form4_155614021378984.xml · derivative · entry 3 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,716 Underlying: Common Stock · 10,000 shares Expires 2024-10-01 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 the Reporting Person, separate from the plan referenced in footnote 1. F3 · derivative.exercise_date: Twenty-five percent (25%) of shares subject to the option vested on October 1, 2015 and 1/36th of the remaining shares subject to the option vest in equal monthly installments on the last day of each full calendar month thereafter. Read SEC document |
| April 22, 2019 Filed Apr 24, 2019 17:10 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 10,000 | $20.09 | $200,926.00 |
DisclosureSEC source: 0001614178-19-000140 · wf-form4_155614021378984.xml · nonDerivative · entry 2 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial 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 the Reporting Person, separate from the plan referenced in footnote 1. F2 · price: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $19.8500 to $20.2200, 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 |
| April 22, 2019 Filed Apr 24, 2019 17:10 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 10,000 | $3.06 | $30,600.00 |
DisclosureSEC source: 0001614178-19-000140 · wf-form4_155614021378984.xml · nonDerivative · entry 1 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 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. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person, separate from the plan referenced in footnote 1. Read SEC document |
| November 29, 2018 Filed Nov 30, 2018 16:56 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $3.06 | $0.00 |
DisclosureSEC source: 0001614178-18-000468 · wf-form4_154361497207347.xml · derivative · entry 7 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,716 Underlying: Common Stock · 10,000 shares Expires 2024-10-01 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 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person, separate from the plan referenced in footnote 1. F7 · derivative.exercise_date: Twenty-five percent (25%) of shares subject to the option vested on October 1, 2015 and 1/36th of the remaining shares subject to the option vest in equal monthly installments on the last day of each full calendar month thereafter. Read SEC document |
| November 29, 2018 Filed Nov 30, 2018 16:56 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 500 | $18.77 | $9,385.00 |
DisclosureSEC source: 0001614178-18-000468 · wf-form4_154361497207347.xml · nonDerivative · entry 5 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person, separate from the plan referenced in footnote 1. F5 · price: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $18.7600 to $18.7800, 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 29, 2018 Filed Nov 30, 2018 16:56 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 9,500 | $18.23 | $173,195.45 |
DisclosureSEC source: 0001614178-18-000468 · wf-form4_154361497207347.xml · nonDerivative · entry 4 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500 F3 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person, separate from the plan referenced in footnote 1. F4 · price: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $17.7300 to $18.7200, 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 29, 2018 Filed Nov 30, 2018 16:56 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 10,000 | $3.06 | $30,600.00 |
DisclosureSEC source: 0001614178-18-000468 · wf-form4_154361497207347.xml · nonDerivative · entry 3 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 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. F3 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person, separate from the plan referenced in footnote 1. Read SEC document |
| November 28, 2018 Filed Nov 30, 2018 16:56 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $5.00 | $0.00 |
DisclosureSEC source: 0001614178-18-000468 · wf-form4_154361497207347.xml · derivative · entry 6 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,284 Underlying: Common Stock · 10,000 shares Expires 2025-09-10 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. F6 · derivative.exercise_date: Twenty-five percent (25%) of shares subject to the option vested on September 10, 2016 and 1/36th of the remaining shares subject to the option vest in equal monthly installments on the last day of each full calendar month thereafter. Read SEC document |
| November 28, 2018 Filed Nov 30, 2018 16:56 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 10,000 | $17.63 | $176,348.00 |
DisclosureSEC source: 0001614178-18-000468 · wf-form4_154361497207347.xml · nonDerivative · entry 2 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial 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 $17.2500 to $17.8500, 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, 2018 Filed Nov 30, 2018 16:56 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 10,000 | $5.00 | $50,000.00 |
DisclosureSEC source: 0001614178-18-000468 · wf-form4_154361497207347.xml · nonDerivative · entry 1 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 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. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Reporting Person. Read SEC document |
| November 23, 2018 Filed Nov 26, 2018 17:01 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $3.06 | $0.00 |
DisclosureSEC source: 0001614178-18-000451 · wf-form4_154326965763455.xml · derivative · entry 6 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,716 Underlying: Common Stock · 10,000 shares Expires 2024-10-01 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 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person, separate from the plan referenced in footnote 1. F6 · derivative.exercise_date: Twenty-five percent (25%) of shares subject to the option vested on October 1, 2015 and 1/36th of the remaining shares subject to the option vest in equal monthly installments on the last day of each full calendar month thereafter. Read SEC document |
| November 23, 2018 Filed Nov 26, 2018 17:01 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 10,000 | $16.80 | $168,048.00 |
DisclosureSEC source: 0001614178-18-000451 · wf-form4_154326965763455.xml · nonDerivative · entry 4 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person, separate from the plan referenced in footnote 1. F4 · price: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $16.4700 to $16.9600, 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 23, 2018 Filed Nov 26, 2018 17:01 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 10,000 | $3.06 | $30,600.00 |
DisclosureSEC source: 0001614178-18-000451 · wf-form4_154326965763455.xml · nonDerivative · entry 3 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 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. F3 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person, separate from the plan referenced in footnote 1. Read SEC document |
| November 21, 2018 Filed Nov 26, 2018 17:01 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $5.00 | $0.00 |
DisclosureSEC source: 0001614178-18-000451 · wf-form4_154326965763455.xml · derivative · entry 5 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,284 Underlying: Common Stock · 10,000 shares Expires 2025-09-10 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. F5 · derivative.exercise_date: Twenty-five percent (25%) of shares subject to the option vested on September 10, 2016 and 1/36th of the remaining shares subject to the option vest in equal monthly installments on the last day of each full calendar month thereafter. Read SEC document |
| November 21, 2018 Filed Nov 26, 2018 17:01 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 10,000 | $16.92 | $169,249.00 |
DisclosureSEC source: 0001614178-18-000451 · wf-form4_154326965763455.xml · nonDerivative · entry 2 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial 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 $16.6200 to $17.1200, 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, 2018 Filed Nov 26, 2018 17:01 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 10,000 | $5.00 | $50,000.00 |
DisclosureSEC source: 0001614178-18-000451 · wf-form4_154326965763455.xml · nonDerivative · entry 1 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 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. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Reporting Person. Read SEC document |
| November 15, 2018 Filed Nov 16, 2018 17:03 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $3.06 | $0.00 |
DisclosureSEC source: 0001614178-18-000445 · wf-form4_154240576994561.xml · derivative · entry 9 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220,716 Underlying: Common Stock · 10,000 shares Expires 2024-10-01 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 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person, separate from the plan referenced in footnote 1. F6 · derivative.exercise_date: Twenty-five percent (25%) of shares subject to the option vested on October 1, 2015 and 1/36th of the remaining shares subject to the option vest in equal monthly installments on the last day of each full calendar month thereafter. Read SEC document |
| November 15, 2018 Filed Nov 16, 2018 17:03 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 10,000 | $17.34 | $173,362.00 |
DisclosureSEC source: 0001614178-18-000445 · wf-form4_154240576994561.xml · nonDerivative · entry 6 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F4 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person, separate from the plan referenced in footnote 1. F5 · price: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $17.0200 to $17.4700, 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 15, 2018 Filed Nov 16, 2018 17:03 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 10,000 | $3.06 | $30,600.00 |
DisclosureSEC source: 0001614178-18-000445 · wf-form4_154240576994561.xml · nonDerivative · entry 5 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 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. F4 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person, separate from the plan referenced in footnote 1. Read SEC document |
| November 14, 2018 Filed Nov 16, 2018 17:03 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 716 | $0.00 Strike: $5.00 | $0.00 |
DisclosureSEC source: 0001614178-18-000445 · wf-form4_154240576994561.xml · derivative · entry 8 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,284 Underlying: Common Stock · 716 shares Expires 2025-09-10 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. F7 · derivative.exercise_date: Twenty-five percent (25%) of shares subject to the option vested on September 10, 2016 and 1/36th of the remaining shares subject to the option vest in equal monthly installments on the last day of each full calendar month thereafter. Read SEC document |
| November 14, 2018 Filed Nov 16, 2018 17:03 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 9,284 | $0.00 Strike: $3.06 | $0.00 |
DisclosureSEC source: 0001614178-18-000445 · wf-form4_154240576994561.xml · derivative · entry 7 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230,716 Underlying: Common Stock · 9,284 shares Expires 2024-10-01 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. F6 · derivative.exercise_date: Twenty-five percent (25%) of shares subject to the option vested on October 1, 2015 and 1/36th of the remaining shares subject to the option vest in equal monthly installments on the last day of each full calendar month thereafter. Read SEC document |
| November 14, 2018 Filed Nov 16, 2018 17:03 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 400 | $18.08 | $7,232.00 |
DisclosureSEC source: 0001614178-18-000445 · wf-form4_154240576994561.xml · nonDerivative · entry 4 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial 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. F3 · price: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $17.9500 to $18.1300, 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, 2018 Filed Nov 16, 2018 17:03 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 9,600 | $17.14 | $164,540.16 |
DisclosureSEC source: 0001614178-18-000445 · wf-form4_154240576994561.xml · nonDerivative · entry 3 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400 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 $16.8000 to $17.6600, 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, 2018 Filed Nov 16, 2018 17:03 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 716 | $5.00 | $3,580.00 |
DisclosureSEC source: 0001614178-18-000445 · wf-form4_154240576994561.xml · nonDerivative · entry 2 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 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. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Reporting Person. Read SEC document |
| November 14, 2018 Filed Nov 16, 2018 17:03 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 9,284 | $3.06 | $28,409.04 |
DisclosureSEC source: 0001614178-18-000445 · wf-form4_154240576994561.xml · nonDerivative · entry 1 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,284 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 08, 2018 Filed Nov 9, 2018 17:01 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $3.06 | $0.00 |
DisclosureSEC source: 0001614178-18-000437 · wf-form4_154180088033830.xml · derivative · entry 7 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,000 Underlying: Common Stock · 10,000 shares Expires 2024-10-01 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 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person, separate from the plan referenced in footnote 1. F6 · derivative.exercise_date: Twenty-five percent (25%) of shares subject to the option vested on October 1, 2015 and 1/36th of the remaining shares subject to the option vest in equal monthly installments on the last day of each full calendar month thereafter. Read SEC document |
| November 08, 2018 Filed Nov 9, 2018 17:01 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 10,000 | $19.79 | $197,867.00 |
DisclosureSEC source: 0001614178-18-000437 · wf-form4_154180088033830.xml · nonDerivative · entry 5 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F4 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person, separate from the plan referenced in footnote 1. F5 · price: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $19.4000 to $20.3200, 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 08, 2018 Filed Nov 9, 2018 17:01 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 10,000 | $3.06 | $30,600.00 |
DisclosureSEC source: 0001614178-18-000437 · wf-form4_154180088033830.xml · nonDerivative · entry 4 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 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. F4 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person, separate from the plan referenced in footnote 1. Read SEC document |
| November 07, 2018 Filed Nov 9, 2018 17:01 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $3.06 | $0.00 |
DisclosureSEC source: 0001614178-18-000437 · wf-form4_154180088033830.xml · derivative · entry 6 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,000 Underlying: Common Stock · 10,000 shares Expires 2024-10-01 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. F6 · derivative.exercise_date: Twenty-five percent (25%) of shares subject to the option vested on October 1, 2015 and 1/36th of the remaining shares subject to the option vest in equal monthly installments on the last day of each full calendar month thereafter. Read SEC document |
| November 07, 2018 Filed Nov 9, 2018 17:01 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 3,100 | $19.99 | $61,978.61 |
DisclosureSEC source: 0001614178-18-000437 · wf-form4_154180088033830.xml · nonDerivative · entry 3 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial 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. F3 · price: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $19.9200 to $20.0200, 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 sold at each separate price. Read SEC document |
| November 07, 2018 Filed Nov 9, 2018 17:01 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 6,900 | $19.54 | $134,856.36 |
DisclosureSEC source: 0001614178-18-000437 · wf-form4_154180088033830.xml · nonDerivative · entry 2 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,100 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 $18.9200 to $19.9000, 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, 2018 Filed Nov 9, 2018 17:01 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 10,000 | $3.06 | $30,600.00 |
DisclosureSEC source: 0001614178-18-000437 · wf-form4_154180088033830.xml · nonDerivative · entry 1 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 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. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Reporting Person. Read SEC document |
| November 01, 2018 Filed Nov 2, 2018 16:55 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $3.06 | $0.00 |
DisclosureSEC source: 0001614178-18-000429 · wf-form4_154119213097192.xml · derivative · entry 6 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 260,000 Underlying: Common Stock · 10,000 shares Expires 2024-10-01 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 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person, separate from the plan referenced in footnote 1. F5 · derivative.exercise_date: Twenty-five percent (25%) of shares subject to the option vested on October 1, 2015 and 1/36th of the remaining shares subject to the option vest in equal monthly installments on the last day of each full calendar month thereafter. Read SEC document |
| November 01, 2018 Filed Nov 2, 2018 16:55 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 10,000 | $19.14 | $191,421.00 |
DisclosureSEC source: 0001614178-18-000429 · wf-form4_154119213097192.xml · nonDerivative · entry 4 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person, separate from the plan referenced in footnote 1. F4 · price: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $18.7800 to $19.3300, 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 01, 2018 Filed Nov 2, 2018 16:55 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 10,000 | $3.06 | $30,600.00 |
DisclosureSEC source: 0001614178-18-000429 · wf-form4_154119213097192.xml · nonDerivative · entry 3 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 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. F3 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person, separate from the plan referenced in footnote 1. Read SEC document |
| October 31, 2018 Filed Nov 2, 2018 16:55 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $3.06 | $0.00 |
DisclosureSEC source: 0001614178-18-000429 · wf-form4_154119213097192.xml · derivative · entry 5 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 270,000 Underlying: Common Stock · 10,000 shares Expires 2024-10-01 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. F5 · derivative.exercise_date: Twenty-five percent (25%) of shares subject to the option vested on October 1, 2015 and 1/36th of the remaining shares subject to the option vest in equal monthly installments on the last day of each full calendar month thereafter. Read SEC document |
| October 31, 2018 Filed Nov 2, 2018 16:55 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 10,000 | $19.13 | $191,299.00 |
DisclosureSEC source: 0001614178-18-000429 · wf-form4_154119213097192.xml · nonDerivative · entry 2 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial 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 $18.6600 to $19.5400, 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 |
| October 31, 2018 Filed Nov 2, 2018 16:55 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 10,000 | $3.06 | $30,600.00 |
DisclosureSEC source: 0001614178-18-000429 · wf-form4_154119213097192.xml · nonDerivative · entry 1 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 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. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Reporting Person. Read SEC document |
| October 25, 2018 Filed Oct 26, 2018 17:00 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $3.06 | $0.00 |
DisclosureSEC source: 0001614178-18-000423 · wf-form4_154058763337465.xml · derivative · entry 6 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,000 Underlying: Common Stock · 10,000 shares Expires 2024-10-01 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 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person, separate from the plan referenced in footnote 1. F5 · derivative.exercise_date: Twenty-five percent (25%) of shares subject to the option vested on October 1, 2015 and 1/36th of the remaining shares subject to the option vest in equal monthly installments on the last day of each full calendar month thereafter. Read SEC document |
| October 25, 2018 Filed Oct 26, 2018 17:00 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 10,000 | $19.50 | $194,987.00 |
DisclosureSEC source: 0001614178-18-000423 · wf-form4_154058763337465.xml · nonDerivative · entry 4 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person, separate from the plan referenced in footnote 1. F4 · price: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $19.2800 to $20.0200, 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 sold at each separate price. 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.