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 |
|---|---|---|---|---|---|---|
| February 25, 2021 Filed Feb 26, 2021 17:36 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 100 | $168.73 | $16,873.00 |
DisclosureSEC source: 0001209191-21-014905 · doc4.xml · nonDerivative · entry 9 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| February 25, 2021 Filed Feb 26, 2021 17:36 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 100 | $167.65 | $16,765.00 |
DisclosureSEC source: 0001209191-21-014905 · doc4.xml · nonDerivative · entry 8 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| February 25, 2021 Filed Feb 26, 2021 17:36 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 200 | $164.25 | $32,849.00 |
DisclosureSEC source: 0001209191-21-014905 · doc4.xml · nonDerivative · entry 7 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $164.21 to $164.28 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 25, 2021 Filed Feb 26, 2021 17:36 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 400 | $162.80 | $65,118.00 |
DisclosureSEC source: 0001209191-21-014905 · doc4.xml · nonDerivative · entry 6 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $162.33 to $163.27 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 25, 2021 Filed Feb 26, 2021 17:36 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 200 | $160.95 | $32,189.00 |
DisclosureSEC source: 0001209191-21-014905 · doc4.xml · nonDerivative · entry 5 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 800 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $160.94 to $160.95 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 25, 2021 Filed Feb 26, 2021 17:36 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 400 | $160.28 | $64,112.88 |
DisclosureSEC source: 0001209191-21-014905 · doc4.xml · nonDerivative · entry 4 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $159.89 to $160.66 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 25, 2021 Filed Feb 26, 2021 17:36 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 300 | $159.16 | $47,747.01 |
DisclosureSEC source: 0001209191-21-014905 · doc4.xml · nonDerivative · entry 3 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,400 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $158.75 to $159.49 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 25, 2021 Filed Feb 26, 2021 17:36 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 300 | $157.49 | $47,247.99 |
DisclosureSEC source: 0001209191-21-014905 · doc4.xml · nonDerivative · entry 2 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,700 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $157.06 to $157.86 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 25, 2021 Filed Feb 26, 2021 17:36 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 2,000 | $13.40 | $26,800.00 |
DisclosureSEC source: 0001209191-21-014905 · doc4.xml · nonDerivative · entry 1 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 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 |
| February 22, 2021 Filed Feb 23, 2021 17:06 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 7,500 | $0.00 Strike: $12.47 | $0.00 |
DisclosureSEC source: 0001614178-21-000047 · wf-form4_161411795124440.xml · derivative · entry 3 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 940,000 Underlying: Common Stock · 7,500 shares Expires 2027-12-21 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: 50,000 shares subject to the options shall vest on March 20, 2018 and then quarterly thereafter on each of June 20, September 20, December 20 and March 20 thereafter, in each case subject to the executive's continued service on each such date, until the options are fully vested on December 20, 2022 Read SEC document |
| February 22, 2021 Filed Feb 23, 2021 17:06 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 7,500 | $19.76 | $148,176.75 |
DisclosureSEC source: 0001614178-21-000047 · wf-form4_161411795124440.xml · nonDerivative · entry 2 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,767 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 $19.3400 to $20.1300, 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 |
| February 22, 2021 Filed Feb 23, 2021 17:06 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 7,500 | $12.47 | $93,525.00 |
DisclosureSEC source: 0001614178-21-000047 · wf-form4_161411795124440.xml · nonDerivative · entry 1 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,267 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 |
| February 18, 2021 Filed Feb 18, 2021 18:31 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $13.40 | $0.00 |
DisclosureSEC source: 0001209191-21-012072 · doc4.xml · derivative · entry 9 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,667 Underlying: Common Stock · 2,000 shares Expires 2029-07-21 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. F10 · derivative.exercise_date: The option vests over a three year period, with 1/3 of the shares vesting on May 15, 2020, and then 1/3 of the shares on each yearly anniversary thereafter until such time as the option is 100% vested, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| February 18, 2021 Filed Feb 18, 2021 18:31 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 268 | $180.14 | $48,276.74 |
DisclosureSEC source: 0001209191-21-012072 · doc4.xml · nonDerivative · entry 7 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $180.05 to $180.26 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 18, 2021 Filed Feb 18, 2021 18:31 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 277 | $179.36 | $49,682.06 |
DisclosureSEC source: 0001209191-21-012072 · doc4.xml · nonDerivative · entry 6 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 268 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $178.98 to $179.65 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 18, 2021 Filed Feb 18, 2021 18:31 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 300 | $177.12 | $53,135.01 |
DisclosureSEC source: 0001209191-21-012072 · doc4.xml · nonDerivative · entry 5 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 545 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $176.65 to $177.52 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 18, 2021 Filed Feb 18, 2021 18:31 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 200 | $175.73 | $35,146.00 |
DisclosureSEC source: 0001209191-21-012072 · doc4.xml · nonDerivative · entry 4 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 845 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $175.56 to $175.90 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 18, 2021 Filed Feb 18, 2021 18:31 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 600 | $174.70 | $104,820.00 |
DisclosureSEC source: 0001209191-21-012072 · doc4.xml · nonDerivative · entry 3 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,045 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $174.35 to $175.00 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 18, 2021 Filed Feb 18, 2021 18:31 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 355 | $173.10 | $61,450.22 |
DisclosureSEC source: 0001209191-21-012072 · doc4.xml · nonDerivative · entry 2 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,645 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $172.88 to $173.44 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 18, 2021 Filed Feb 18, 2021 18:31 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 2,000 | $13.40 | $26,800.00 |
DisclosureSEC source: 0001209191-21-012072 · doc4.xml · nonDerivative · entry 1 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 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 |
| February 16, 2021 Filed Feb 17, 2021 17:07 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 7,500 | $0.00 Strike: $12.47 | $0.00 |
DisclosureSEC source: 0001614178-21-000042 · wf-form4_161359960207104.xml · derivative · entry 3 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 947,500 Underlying: Common Stock · 7,500 shares Expires 2027-12-21 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: 50,000 shares subject to the options shall vest on March 20, 2018 and then quarterly thereafter on each of June 20, September 20, December 20 and March 20 thereafter, in each case subject to the executive's continued service on each such date, until the options are fully vested on December 20, 2022 Read SEC document |
| February 16, 2021 Filed Feb 17, 2021 17:07 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 7,500 | $19.38 | $145,349.25 |
DisclosureSEC source: 0001614178-21-000042 · wf-form4_161359960207104.xml · nonDerivative · entry 2 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,767 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 $19.0300 to $19.9500, 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 |
| February 16, 2021 Filed Feb 17, 2021 17:07 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 7,500 | $12.47 | $93,525.00 |
DisclosureSEC source: 0001614178-21-000042 · wf-form4_161359960207104.xml · nonDerivative · entry 1 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,267 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 |
| February 16, 2021 Filed Feb 18, 2021 18:31 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantRestricted Stock Units · Derivative | 953 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-012072 · doc4.xml · derivative · entry 8 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 953 Underlying: Common Stock · 953 shares Expires not disclosed F8 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F9 · derivative.exercise_date: The RSUs shall be 100% vested on the earlier of (a) the date of the next annual stockholders meeting and (b) one year from the date of grant, subject to continued service on such vesting date. F9 · derivative.expiration_date: The RSUs shall be 100% vested on the earlier of (a) the date of the next annual stockholders meeting and (b) one year from the date of grant, subject to continued service on such vesting date. Read SEC document |
| February 08, 2021 Filed Feb 9, 2021 17:56 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 7,500 | $0.00 Strike: $12.47 | $0.00 |
DisclosureSEC source: 0001614178-21-000031 · wf-form4_161291134710067.xml · derivative · entry 6 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 955,000 Underlying: Common Stock · 7,500 shares Expires 2027-12-21 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. F4 · derivative.exercise_date: 50,000 shares subject to the options shall vest on March 20, 2018 and then quarterly thereafter on each of June 20, September 20, December 20 and March 20 thereafter, in each case subject to the executive's continued service on each such date, until the options are fully vested on December 20, 2022 Read SEC document |
| February 08, 2021 Filed Feb 9, 2021 17:56 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 7,500 | $18.26 | $136,966.50 |
DisclosureSEC source: 0001614178-21-000031 · wf-form4_161291134710067.xml · nonDerivative · entry 4 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,767 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person. F3 · price: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $18.0600 to $18.3700, 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 |
| February 08, 2021 Filed Feb 9, 2021 17:56 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 7,500 | $12.47 | $93,525.00 |
DisclosureSEC source: 0001614178-21-000031 · wf-form4_161291134710067.xml · nonDerivative · entry 3 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,267 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 |
| February 08, 2021 Filed Feb 10, 2021 17:18 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionStock Option (Right to Buy) · Derivative | 3,333 | $0.00 Strike: $13.40 | $0.00 |
DisclosureSEC source: 0001209191-21-009330 · doc4.xml · derivative · entry 9 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,667 Underlying: Common Stock · 3,333 shares Expires 2029-07-21 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. F8 · derivative.exercise_date: The option vests over a three year period, with 1/3 of the shares vesting on May 15, 2020, and then 1/3 of the shares on each yearly anniversary thereafter until such time as the option is 100% vested, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| February 08, 2021 Filed Feb 10, 2021 17:18 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 200 | $184.23 | $36,846.00 |
DisclosureSEC source: 0001209191-21-009330 · doc4.xml · nonDerivative · entry 8 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $184.13 to $184.33 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 08, 2021 Filed Feb 10, 2021 17:18 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 500 | $182.55 | $91,277.00 |
DisclosureSEC source: 0001209191-21-009330 · doc4.xml · nonDerivative · entry 7 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $182.25 to $182.70 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 08, 2021 Filed Feb 10, 2021 17:18 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 500 | $181.31 | $90,657.00 |
DisclosureSEC source: 0001209191-21-009330 · doc4.xml · nonDerivative · entry 6 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 700 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $180.78 to $181.77 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 08, 2021 Filed Feb 10, 2021 17:18 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 800 | $180.04 | $144,028.00 |
DisclosureSEC source: 0001209191-21-009330 · doc4.xml · nonDerivative · entry 5 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,200 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $179.48 to $180.45 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 08, 2021 Filed Feb 10, 2021 17:18 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 933 | $178.96 | $166,966.04 |
DisclosureSEC source: 0001209191-21-009330 · doc4.xml · nonDerivative · entry 4 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $178.47 to $179.15 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 08, 2021 Filed Feb 10, 2021 17:18 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 300 | $177.76 | $53,327.01 |
DisclosureSEC source: 0001209191-21-009330 · doc4.xml · nonDerivative · entry 3 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,933 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $177.35 to $178.17 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 08, 2021 Filed Feb 10, 2021 17:18 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 100 | $176.14 | $17,614.00 |
DisclosureSEC source: 0001209191-21-009330 · doc4.xml · nonDerivative · entry 2 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,233 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| February 08, 2021 Filed Feb 10, 2021 17:18 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 3,333 | $13.40 | $44,662.20 |
DisclosureSEC source: 0001209191-21-009330 · doc4.xml · nonDerivative · entry 1 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,333 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 |
| February 05, 2021 Filed Feb 9, 2021 17:56 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 37,500 | $0.00 Strike: $12.47 | $0.00 |
DisclosureSEC source: 0001614178-21-000031 · wf-form4_161291134710067.xml · derivative · entry 5 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 962,500 Underlying: Common Stock · 37,500 shares Expires 2027-12-21 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. F4 · derivative.exercise_date: 50,000 shares subject to the options shall vest on March 20, 2018 and then quarterly thereafter on each of June 20, September 20, December 20 and March 20 thereafter, in each case subject to the executive's continued service on each such date, until the options are fully vested on December 20, 2022 Read SEC document |
| February 05, 2021 Filed Feb 9, 2021 17:56 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 37,500 | $18.01 | $675,495.00 |
DisclosureSEC source: 0001614178-21-000031 · wf-form4_161291134710067.xml · nonDerivative · entry 2 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,767 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 $18.0000 to $18.0550, 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 |
| February 05, 2021 Filed Feb 9, 2021 17:56 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 37,500 | $12.47 | $467,625.00 |
DisclosureSEC source: 0001614178-21-000031 · wf-form4_161291134710067.xml · nonDerivative · entry 1 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,267 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 |
| December 22, 2020 Filed Dec 22, 2020 18:14 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 4,513 | $17.01 | $76,744.47 |
DisclosureSEC source: 0001614178-20-000459 · wf-form4_160867885661791.xml · nonDerivative · entry 2 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,767 F2 · kind: This transaction was effected pursuant to a non-discretionary, sell-to-cover arrangement mandated by the Issuer to fund tax withholding obligations in connection with the vesting of restricted stock units. F3 · price: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $16.7300 to $17.2700, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of common shares sold at each separate price Read SEC document |
| December 20, 2020 Filed Dec 22, 2020 18:14 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionRestricted Stock Unit · Derivative | 10,715 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-20-000459 · wf-form4_160867885661791.xml · derivative · entry 3 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,715 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: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. F4 · derivative.exercise_date: One-seventh of shares subject to award vests on June 20, 2019 and then quarterly thereafter on each of September 20, December 20, March 20 and June 20 thereafter, in each case subject to the executive's continued service on each such date, until the award is fully vested on December 20, 2020. F4 · derivative.expiration_date: One-seventh of shares subject to award vests on June 20, 2019 and then quarterly thereafter on each of September 20, December 20, March 20 and June 20 thereafter, in each case subject to the executive's continued service on each such date, until the award is fully vested on December 20, 2020. Read SEC document |
| December 20, 2020 Filed Dec 22, 2020 18:14 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 10,715 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001614178-20-000459 · wf-form4_160867885661791.xml · nonDerivative · entry 1 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,280 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. Read SEC document |
| November 02, 2020 Filed Nov 3, 2020 17:11 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $6.11 | $0.00 |
DisclosureSEC source: 0001614178-20-000425 · wf-form4_160444147126681.xml · derivative · entry 3 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2026-04-28 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 shall vest on April 22, 2017 and 1/36th of the remaining shares subject to the option shall vest in equal monthly installments on each monthly anniversary thereafter. Read SEC document |
| November 02, 2020 Filed Nov 3, 2020 17:11 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 10,000 | $16.40 | $164,025.00 |
DisclosureSEC source: 0001614178-20-000425 · wf-form4_160444147126681.xml · nonDerivative · entry 2 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,565 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 $16.1700 to $16.6000, 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 02, 2020 Filed Nov 3, 2020 17:11 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 10,000 | $6.11 | $61,100.00 |
DisclosureSEC source: 0001614178-20-000425 · wf-form4_160444147126681.xml · nonDerivative · entry 1 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,565 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 |
| October 26, 2020 Filed Oct 27, 2020 17:32 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $6.11 | $0.00 |
DisclosureSEC source: 0001614178-20-000419 · wf-form4_160383434485898.xml · derivative · entry 3 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2026-04-28 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 shall vest on April 22, 2017 and 1/36th of the remaining shares subject to the option shall vest in equal monthly installments on each monthly anniversary thereafter. Read SEC document |
| October 26, 2020 Filed Oct 27, 2020 17:32 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 10,000 | $17.13 | $171,328.00 |
DisclosureSEC source: 0001614178-20-000419 · wf-form4_160383434485898.xml · nonDerivative · entry 2 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,565 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 $16.8000 to $17.5700, 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 26, 2020 Filed Oct 27, 2020 17:32 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 10,000 | $6.11 | $61,100.00 |
DisclosureSEC source: 0001614178-20-000419 · wf-form4_160383434485898.xml · nonDerivative · entry 1 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,565 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 |
| October 19, 2020 Filed Oct 20, 2020 17:54 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $6.11 | $0.00 |
DisclosureSEC source: 0001614178-20-000407 · wf-form4_160323087561717.xml · derivative · entry 3 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 10,000 shares Expires 2026-04-28 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 shall vest on April 22, 2017 and 1/36th of the remaining shares subject to the option shall vest in equal monthly installments on each monthly anniversary thereafter. Read SEC document |
| October 19, 2020 Filed Oct 20, 2020 17:54 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 10,000 | $17.97 | $179,703.00 |
DisclosureSEC source: 0001614178-20-000407 · wf-form4_160323087561717.xml · nonDerivative · entry 2 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,565 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 $17.7600 to $18.2100, 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.