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Institutional Venture Partners XI LP

Disclosed activity across 1 company

Tapewire entity
172523
SEC CIK
0001310928

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Reported relationships

Latest disclosed role at each company.

No relationships currently tracked through insider filings.

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.

No balances currently tracked through insider filings.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

Section 16 reporting ended · disclosed 2017-10-13. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeIndirectBy Institutional Venture Partners XII, L.P.7,929,991 Reported balance After 2017-10-10 transaction · row 1 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source row

Row 1 · 2017-10-10 · Other · Disposed 3,398,567 · Balance 7,929,991

F1: Represents a pro rata in kind distribution without consideration by Institutional Venture Partners XI, L.P. ("IVP XI"), Institutional Venture Partners XII, L.P. ("IVP XII") and Institutional Venture Partners XI GmbH & Co. Beteiligungs KG ("IVP XI KG") to all their partners.

F2: The shares are owned by IVP XII.

Common StockSEC Table I · non-derivativeIndirectBy Institutional Venture Partners XI, L.P.0 Reported balance After 2017-10-10 transaction · row 2 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source row

Row 2 · 2017-10-10 · Other · Disposed 533,719 · Balance 0

F1: Represents a pro rata in kind distribution without consideration by Institutional Venture Partners XI, L.P. ("IVP XI"), Institutional Venture Partners XII, L.P. ("IVP XII") and Institutional Venture Partners XI GmbH & Co. Beteiligungs KG ("IVP XI KG") to all their partners.

F3: The shares are owned by IVP XI, which is under common control with IVP XI KG.

Common StockSEC Table I · non-derivativeIndirectBy Institutional Venture Partners XI GmbH & Co. Beteiligungs KG0 Reported balance After 2017-10-10 transaction · row 3 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source row

Row 3 · 2017-10-10 · Other · Disposed 85,445 · Balance 0

F1: Represents a pro rata in kind distribution without consideration by Institutional Venture Partners XI, L.P. ("IVP XI"), Institutional Venture Partners XII, L.P. ("IVP XII") and Institutional Venture Partners XI GmbH & Co. Beteiligungs KG ("IVP XI KG") to all their partners.

F4: The shares are owned by IVP XI KG, which is under common control with IVP XI.

Filing footnotes · ownership attribution and instrument terms

F1: Represents a pro rata in kind distribution without consideration by Institutional Venture Partners XI, L.P. ("IVP XI"), Institutional Venture Partners XII, L.P. ("IVP XII") and Institutional Venture Partners XI GmbH & Co. Beteiligungs KG ("IVP XI KG") to all their partners.

F2: The shares are owned by IVP XII.

F3: The shares are owned by IVP XI, which is under common control with IVP XI KG.

F4: The shares are owned by IVP XI KG, which is under common control with IVP XI.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
October 10, 2017 Filed Oct 13, 2017 01:30 UTC Yext, Inc. YEXT · Entity 5265 OtherCommon Stock 85,445 $0.00 $0.00
Disclosure

SEC source: 0000899243-17-024154 · doc4.xml · nonDerivative · entry 3

Institutional Venture Partners XII LP · CIK 0001402289 · 10% owner

Institutional Venture Partners XI LP · CIK 0001310928 · 10% owner

INSTITUTIONAL VENTURE PARTNERS XI GMBH & CO BETEILIGUNGS KG · CIK 0001310945 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · By Institutional Venture Partners XI GmbH & Co. Beteiligungs KG

Disclosed balance after: 0

F1 · kind: Represents a pro rata in kind distribution without consideration by Institutional Venture Partners XI, L.P. ("IVP XI"), Institutional Venture Partners XII, L.P. ("IVP XII") and Institutional Venture Partners XI GmbH & Co. Beteiligungs KG ("IVP XI KG") to all their partners.

F1 · price: Represents a pro rata in kind distribution without consideration by Institutional Venture Partners XI, L.P. ("IVP XI"), Institutional Venture Partners XII, L.P. ("IVP XII") and Institutional Venture Partners XI GmbH & Co. Beteiligungs KG ("IVP XI KG") to all their partners.

F4 · ownership.nature: The shares are owned by IVP XI KG, which is under common control with IVP XI.

Read SEC document
October 10, 2017 Filed Oct 13, 2017 01:30 UTC Yext, Inc. YEXT · Entity 5265 OtherCommon Stock 533,719 $0.00 $0.00
Disclosure

SEC source: 0000899243-17-024154 · doc4.xml · nonDerivative · entry 2

Institutional Venture Partners XII LP · CIK 0001402289 · 10% owner

Institutional Venture Partners XI LP · CIK 0001310928 · 10% owner

INSTITUTIONAL VENTURE PARTNERS XI GMBH & CO BETEILIGUNGS KG · CIK 0001310945 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · By Institutional Venture Partners XI, L.P.

Disclosed balance after: 0

F1 · kind: Represents a pro rata in kind distribution without consideration by Institutional Venture Partners XI, L.P. ("IVP XI"), Institutional Venture Partners XII, L.P. ("IVP XII") and Institutional Venture Partners XI GmbH & Co. Beteiligungs KG ("IVP XI KG") to all their partners.

F1 · price: Represents a pro rata in kind distribution without consideration by Institutional Venture Partners XI, L.P. ("IVP XI"), Institutional Venture Partners XII, L.P. ("IVP XII") and Institutional Venture Partners XI GmbH & Co. Beteiligungs KG ("IVP XI KG") to all their partners.

F3 · ownership.nature: The shares are owned by IVP XI, which is under common control with IVP XI KG.

Read SEC document
October 10, 2017 Filed Oct 13, 2017 01:30 UTC Yext, Inc. YEXT · Entity 5265 OtherCommon Stock 3,398,567 $0.00 $0.00
Disclosure

SEC source: 0000899243-17-024154 · doc4.xml · nonDerivative · entry 1

Institutional Venture Partners XII LP · CIK 0001402289 · 10% owner

Institutional Venture Partners XI LP · CIK 0001310928 · 10% owner

INSTITUTIONAL VENTURE PARTNERS XI GMBH & CO BETEILIGUNGS KG · CIK 0001310945 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · By Institutional Venture Partners XII, L.P.

Disclosed balance after: 7,929,991

F1 · kind: Represents a pro rata in kind distribution without consideration by Institutional Venture Partners XI, L.P. ("IVP XI"), Institutional Venture Partners XII, L.P. ("IVP XII") and Institutional Venture Partners XI GmbH & Co. Beteiligungs KG ("IVP XI KG") to all their partners.

F1 · price: Represents a pro rata in kind distribution without consideration by Institutional Venture Partners XI, L.P. ("IVP XI"), Institutional Venture Partners XII, L.P. ("IVP XII") and Institutional Venture Partners XI GmbH & Co. Beteiligungs KG ("IVP XI KG") to all their partners.

F2 · ownership.nature: The shares are owned by IVP XII.

Read SEC document
April 19, 2017 Filed Apr 21, 2017 16:21 UTC Yext, Inc. YEXT · Entity 5265 ConversionSeries F Preferred Stock · Derivative 85,445 $0.00 $0.00
Disclosure

SEC source: 0001209191-17-027825 · doc4.xml · derivative · entry 12

Institutional Venture Management XII, LLC · CIK 0001412031 · 10% owner

Institutional Venture Partners XII LP · CIK 0001402289 · 10% owner

Institutional Venture Management XI, LLC · CIK 0001317857 · 10% owner

Institutional Venture Partners XI LP · CIK 0001310928 · 10% owner

INSTITUTIONAL VENTURE PARTNERS XI GMBH & CO BETEILIGUNGS KG · CIK 0001310945 · 10% owner

Chaffee Todd C · CIK 0001300134 · 10% owner

FOGELSONG NORMAN A · CIK 0001140932 · 10% owner

Harrick Stephen J · CIK 0001299975 · 10% owner

Miller J Sanford · CIK 0001359524 · 10% owner

Phelps Dennis B · CIK 0001299965 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · By Institutional Venture Partners XI GmbH & Co. Beteiligungs KG

Disclosed balance after: 0

Underlying: Common Stock · 85,445 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.

F5 · derivative.exercise_price: Each share of the Issuer's Series F Preferred Stock converted automatically into shares of the Issuer's Common Stock on a one-for-one basis immediately prior to the closing of the Issuer's initial public offering. The Series F Preferred Stock did not have an expiration date.

F5 · derivative.exercise_date: Each share of the Issuer's Series F Preferred Stock converted automatically into shares of the Issuer's Common Stock on a one-for-one basis immediately prior to the closing of the Issuer's initial public offering. The Series F Preferred Stock did not have an expiration date.

F5 · derivative.expiration_date: Each share of the Issuer's Series F Preferred Stock converted automatically into shares of the Issuer's Common Stock on a one-for-one basis immediately prior to the closing of the Issuer's initial public offering. The Series F Preferred Stock did not have an expiration date.

F7 · ownership.nature: The shares are owned by IVP XI KG, which is under common control with IVP XI. IVM XI serves as the sole managing limited partner of IVP XI KG, and has sole voting and investment control over the respective shares owned by IVP XI KG, and may be deemed to own beneficially the shares held by IVP XI KG. IVM XI however owns no securities of the Issuer directly. Chaffee, Fogelsong, Harrick, Miller and Phelps are Managing Directors of IVM XI and share voting and dispositive power over the shares held by IVP XI KG. Each of these individuals disclaims beneficial ownership of the shares reported herein, except to the extent of his respective pecuniary interest therein.

Read SEC document
April 19, 2017 Filed Apr 21, 2017 16:21 UTC Yext, Inc. YEXT · Entity 5265 ConversionSeries F Preferred Stock · Derivative 533,719 $0.00 $0.00
Disclosure

SEC source: 0001209191-17-027825 · doc4.xml · derivative · entry 11

Institutional Venture Management XII, LLC · CIK 0001412031 · 10% owner

Institutional Venture Partners XII LP · CIK 0001402289 · 10% owner

Institutional Venture Management XI, LLC · CIK 0001317857 · 10% owner

Institutional Venture Partners XI LP · CIK 0001310928 · 10% owner

INSTITUTIONAL VENTURE PARTNERS XI GMBH & CO BETEILIGUNGS KG · CIK 0001310945 · 10% owner

Chaffee Todd C · CIK 0001300134 · 10% owner

FOGELSONG NORMAN A · CIK 0001140932 · 10% owner

Harrick Stephen J · CIK 0001299975 · 10% owner

Miller J Sanford · CIK 0001359524 · 10% owner

Phelps Dennis B · CIK 0001299965 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · By Institutional Venture Partners XI, L.P.

Disclosed balance after: 0

Underlying: Common Stock · 533,719 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.

F5 · derivative.exercise_price: Each share of the Issuer's Series F Preferred Stock converted automatically into shares of the Issuer's Common Stock on a one-for-one basis immediately prior to the closing of the Issuer's initial public offering. The Series F Preferred Stock did not have an expiration date.

F5 · derivative.exercise_date: Each share of the Issuer's Series F Preferred Stock converted automatically into shares of the Issuer's Common Stock on a one-for-one basis immediately prior to the closing of the Issuer's initial public offering. The Series F Preferred Stock did not have an expiration date.

F5 · derivative.expiration_date: Each share of the Issuer's Series F Preferred Stock converted automatically into shares of the Issuer's Common Stock on a one-for-one basis immediately prior to the closing of the Issuer's initial public offering. The Series F Preferred Stock did not have an expiration date.

F6 · ownership.nature: The shares are owned by Institutional Venture Partners XI, L.P. ("IVP XI"), which is under common control with Institutional Venture Partners XI GmbH & Co. Beteiligungs KG ("IVP XI KG"). Institutional Venture Management XI, LLC ("IVM XI") serves as the sole General Partner of IVP XI, and has sole voting and investment control over the respective shares owned by IVP XI, and may be deemed to own beneficially the shares held by IVP XI. IVM XI however owns no securities of the Issuer directly. Chaffee, Fogelsong, Harrick, Miller and Phelps are Managing Directors of IVM XI and share voting and dispositive power over the shares held by IVP XI and IVP XI KG. Each of these individuals disclaims beneficial ownership of the shares reported herein, except to the extent of his respective pecuniary interest therein.

Read SEC document
April 19, 2017 Filed Apr 21, 2017 16:21 UTC Yext, Inc. YEXT · Entity 5265 ConversionSeries F Preferred Stock · Derivative 1,272,724 $0.00 $0.00
Disclosure

SEC source: 0001209191-17-027825 · doc4.xml · derivative · entry 10

Institutional Venture Management XII, LLC · CIK 0001412031 · 10% owner

Institutional Venture Partners XII LP · CIK 0001402289 · 10% owner

Institutional Venture Management XI, LLC · CIK 0001317857 · 10% owner

Institutional Venture Partners XI LP · CIK 0001310928 · 10% owner

INSTITUTIONAL VENTURE PARTNERS XI GMBH & CO BETEILIGUNGS KG · CIK 0001310945 · 10% owner

Chaffee Todd C · CIK 0001300134 · 10% owner

FOGELSONG NORMAN A · CIK 0001140932 · 10% owner

Harrick Stephen J · CIK 0001299975 · 10% owner

Miller J Sanford · CIK 0001359524 · 10% owner

Phelps Dennis B · CIK 0001299965 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · By Institutional Venture Partners XII, L.P.

Disclosed balance after: 0

Underlying: Common Stock · 1,272,724 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.

F5 · derivative.exercise_price: Each share of the Issuer's Series F Preferred Stock converted automatically into shares of the Issuer's Common Stock on a one-for-one basis immediately prior to the closing of the Issuer's initial public offering. The Series F Preferred Stock did not have an expiration date.

F5 · derivative.exercise_date: Each share of the Issuer's Series F Preferred Stock converted automatically into shares of the Issuer's Common Stock on a one-for-one basis immediately prior to the closing of the Issuer's initial public offering. The Series F Preferred Stock did not have an expiration date.

F5 · derivative.expiration_date: Each share of the Issuer's Series F Preferred Stock converted automatically into shares of the Issuer's Common Stock on a one-for-one basis immediately prior to the closing of the Issuer's initial public offering. The Series F Preferred Stock did not have an expiration date.

F2 · ownership.nature: The shares are owned by Institutional Venture Partners XII, L.P. ("IVP XII"). Institutional Venture Management XII, LLC ("IVM XII") serves as the sole General Partner of IVP XII, and has sole voting and investment control over the respective shares owned by IVP XII, and may be deemed to own beneficially the shares held by IVP XII. IVM XII however owns no securities of the Issuer directly. Todd C. Chaffee ("Chaffee"), Norman A. Fogelsong ("Fogelsong"), Stephen J. Harrick ("Harrick"), J. Sanford Miller ("Miller") and Dennis B. Phelps ("Phelps") are Managing Directors of IVM XII and share voting and dispositive power over the shares held by IVP XII. Each of these individuals disclaims beneficial ownership of the shares reported herein, except to the extent of his respective pecuniary interest therein.

Read SEC document
April 19, 2017 Filed Apr 21, 2017 16:21 UTC Yext, Inc. YEXT · Entity 5265 ConversionSeries E Preferred Stock · Derivative 475,750 $0.00 $0.00
Disclosure

SEC source: 0001209191-17-027825 · doc4.xml · derivative · entry 9

Institutional Venture Management XII, LLC · CIK 0001412031 · 10% owner

Institutional Venture Partners XII LP · CIK 0001402289 · 10% owner

Institutional Venture Management XI, LLC · CIK 0001317857 · 10% owner

Institutional Venture Partners XI LP · CIK 0001310928 · 10% owner

INSTITUTIONAL VENTURE PARTNERS XI GMBH & CO BETEILIGUNGS KG · CIK 0001310945 · 10% owner

Chaffee Todd C · CIK 0001300134 · 10% owner

FOGELSONG NORMAN A · CIK 0001140932 · 10% owner

Harrick Stephen J · CIK 0001299975 · 10% owner

Miller J Sanford · CIK 0001359524 · 10% owner

Phelps Dennis B · CIK 0001299965 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · By Institutional Venture Partners XII, L.P.

Disclosed balance after: 0

Underlying: Common Stock · 475,750 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.

F4 · derivative.exercise_price: Each share of the Issuer's Series E Preferred Stock converted automatically into shares of the Issuer's Common Stock on a one-for-one basis immediately prior to the closing of the Issuer's initial public offering. The Series E Preferred Stock did not have an expiration date.

F4 · derivative.exercise_date: Each share of the Issuer's Series E Preferred Stock converted automatically into shares of the Issuer's Common Stock on a one-for-one basis immediately prior to the closing of the Issuer's initial public offering. The Series E Preferred Stock did not have an expiration date.

F4 · derivative.expiration_date: Each share of the Issuer's Series E Preferred Stock converted automatically into shares of the Issuer's Common Stock on a one-for-one basis immediately prior to the closing of the Issuer's initial public offering. The Series E Preferred Stock did not have an expiration date.

F2 · ownership.nature: The shares are owned by Institutional Venture Partners XII, L.P. ("IVP XII"). Institutional Venture Management XII, LLC ("IVM XII") serves as the sole General Partner of IVP XII, and has sole voting and investment control over the respective shares owned by IVP XII, and may be deemed to own beneficially the shares held by IVP XII. IVM XII however owns no securities of the Issuer directly. Todd C. Chaffee ("Chaffee"), Norman A. Fogelsong ("Fogelsong"), Stephen J. Harrick ("Harrick"), J. Sanford Miller ("Miller") and Dennis B. Phelps ("Phelps") are Managing Directors of IVM XII and share voting and dispositive power over the shares held by IVP XII. Each of these individuals disclaims beneficial ownership of the shares reported herein, except to the extent of his respective pecuniary interest therein.

Read SEC document
April 19, 2017 Filed Apr 21, 2017 16:21 UTC Yext, Inc. YEXT · Entity 5265 ConversionSeries D Preferred Stock · Derivative 963,391 $0.00 $0.00
Disclosure

SEC source: 0001209191-17-027825 · doc4.xml · derivative · entry 8

Institutional Venture Management XII, LLC · CIK 0001412031 · 10% owner

Institutional Venture Partners XII LP · CIK 0001402289 · 10% owner

Institutional Venture Management XI, LLC · CIK 0001317857 · 10% owner

Institutional Venture Partners XI LP · CIK 0001310928 · 10% owner

INSTITUTIONAL VENTURE PARTNERS XI GMBH & CO BETEILIGUNGS KG · CIK 0001310945 · 10% owner

Chaffee Todd C · CIK 0001300134 · 10% owner

FOGELSONG NORMAN A · CIK 0001140932 · 10% owner

Harrick Stephen J · CIK 0001299975 · 10% owner

Miller J Sanford · CIK 0001359524 · 10% owner

Phelps Dennis B · CIK 0001299965 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · By Institutional Venture Partners XII, L.P.

Disclosed balance after: 0

Underlying: Common Stock · 963,391 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.

F3 · derivative.exercise_price: Each share of the Issuer's Series D Preferred Stock converted automatically into shares of the Issuer's Common Stock on a one-for-one basis immediately prior to the closing of the Issuer's initial public offering. The Series D Preferred Stock did not have an expiration date.

F3 · derivative.exercise_date: Each share of the Issuer's Series D Preferred Stock converted automatically into shares of the Issuer's Common Stock on a one-for-one basis immediately prior to the closing of the Issuer's initial public offering. The Series D Preferred Stock did not have an expiration date.

F3 · derivative.expiration_date: Each share of the Issuer's Series D Preferred Stock converted automatically into shares of the Issuer's Common Stock on a one-for-one basis immediately prior to the closing of the Issuer's initial public offering. The Series D Preferred Stock did not have an expiration date.

F2 · ownership.nature: The shares are owned by Institutional Venture Partners XII, L.P. ("IVP XII"). Institutional Venture Management XII, LLC ("IVM XII") serves as the sole General Partner of IVP XII, and has sole voting and investment control over the respective shares owned by IVP XII, and may be deemed to own beneficially the shares held by IVP XII. IVM XII however owns no securities of the Issuer directly. Todd C. Chaffee ("Chaffee"), Norman A. Fogelsong ("Fogelsong"), Stephen J. Harrick ("Harrick"), J. Sanford Miller ("Miller") and Dennis B. Phelps ("Phelps") are Managing Directors of IVM XII and share voting and dispositive power over the shares held by IVP XII. Each of these individuals disclaims beneficial ownership of the shares reported herein, except to the extent of his respective pecuniary interest therein.

Read SEC document
April 19, 2017 Filed Apr 21, 2017 16:21 UTC Yext, Inc. YEXT · Entity 5265 ConversionSeries C Preferred Stock · Derivative 7,220,921 $0.00 $0.00
Disclosure

SEC source: 0001209191-17-027825 · doc4.xml · derivative · entry 7

Institutional Venture Management XII, LLC · CIK 0001412031 · 10% owner

Institutional Venture Partners XII LP · CIK 0001402289 · 10% owner

Institutional Venture Management XI, LLC · CIK 0001317857 · 10% owner

Institutional Venture Partners XI LP · CIK 0001310928 · 10% owner

INSTITUTIONAL VENTURE PARTNERS XI GMBH & CO BETEILIGUNGS KG · CIK 0001310945 · 10% owner

Chaffee Todd C · CIK 0001300134 · 10% owner

FOGELSONG NORMAN A · CIK 0001140932 · 10% owner

Harrick Stephen J · CIK 0001299975 · 10% owner

Miller J Sanford · CIK 0001359524 · 10% owner

Phelps Dennis B · CIK 0001299965 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · By Institutional Venture Partners XII, L.P.

Disclosed balance after: 0

Underlying: Common Stock · 7,220,921 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 share of the Issuer's Series C Preferred Stock converted automatically into shares of the Issuer's Common Stock on a one-for-one basis immediately prior to the closing of the Issuer's initial public offering. The Series C Preferred Stock did not have an expiration date.

F1 · derivative.exercise_date: Each share of the Issuer's Series C Preferred Stock converted automatically into shares of the Issuer's Common Stock on a one-for-one basis immediately prior to the closing of the Issuer's initial public offering. The Series C Preferred Stock did not have an expiration date.

F1 · derivative.expiration_date: Each share of the Issuer's Series C Preferred Stock converted automatically into shares of the Issuer's Common Stock on a one-for-one basis immediately prior to the closing of the Issuer's initial public offering. The Series C Preferred Stock did not have an expiration date.

F2 · ownership.nature: The shares are owned by Institutional Venture Partners XII, L.P. ("IVP XII"). Institutional Venture Management XII, LLC ("IVM XII") serves as the sole General Partner of IVP XII, and has sole voting and investment control over the respective shares owned by IVP XII, and may be deemed to own beneficially the shares held by IVP XII. IVM XII however owns no securities of the Issuer directly. Todd C. Chaffee ("Chaffee"), Norman A. Fogelsong ("Fogelsong"), Stephen J. Harrick ("Harrick"), J. Sanford Miller ("Miller") and Dennis B. Phelps ("Phelps") are Managing Directors of IVM XII and share voting and dispositive power over the shares held by IVP XII. Each of these individuals disclaims beneficial ownership of the shares reported herein, except to the extent of his respective pecuniary interest therein.

Read SEC document
April 19, 2017 Filed Apr 21, 2017 16:21 UTC Yext, Inc. YEXT · Entity 5265 ConversionCommon Stock 85,445 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-17-027825 · doc4.xml · nonDerivative · entry 6

Institutional Venture Management XII, LLC · CIK 0001412031 · 10% owner

Institutional Venture Partners XII LP · CIK 0001402289 · 10% owner

Institutional Venture Management XI, LLC · CIK 0001317857 · 10% owner

Institutional Venture Partners XI LP · CIK 0001310928 · 10% owner

INSTITUTIONAL VENTURE PARTNERS XI GMBH & CO BETEILIGUNGS KG · CIK 0001310945 · 10% owner

Chaffee Todd C · CIK 0001300134 · 10% owner

FOGELSONG NORMAN A · CIK 0001140932 · 10% owner

Harrick Stephen J · CIK 0001299975 · 10% owner

Miller J Sanford · CIK 0001359524 · 10% owner

Phelps Dennis B · CIK 0001299965 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · By Institutional Venture Partners XI GmbH & Co. Beteiligungs KG

Disclosed balance after: 85,445

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.

F5 · price: Each share of the Issuer's Series F Preferred Stock converted automatically into shares of the Issuer's Common Stock on a one-for-one basis immediately prior to the closing of the Issuer's initial public offering. The Series F Preferred Stock did not have an expiration date.

F7 · ownership.nature: The shares are owned by IVP XI KG, which is under common control with IVP XI. IVM XI serves as the sole managing limited partner of IVP XI KG, and has sole voting and investment control over the respective shares owned by IVP XI KG, and may be deemed to own beneficially the shares held by IVP XI KG. IVM XI however owns no securities of the Issuer directly. Chaffee, Fogelsong, Harrick, Miller and Phelps are Managing Directors of IVM XI and share voting and dispositive power over the shares held by IVP XI KG. Each of these individuals disclaims beneficial ownership of the shares reported herein, except to the extent of his respective pecuniary interest therein.

Read SEC document
April 19, 2017 Filed Apr 21, 2017 16:21 UTC Yext, Inc. YEXT · Entity 5265 ConversionCommon Stock 533,719 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-17-027825 · doc4.xml · nonDerivative · entry 5

Institutional Venture Management XII, LLC · CIK 0001412031 · 10% owner

Institutional Venture Partners XII LP · CIK 0001402289 · 10% owner

Institutional Venture Management XI, LLC · CIK 0001317857 · 10% owner

Institutional Venture Partners XI LP · CIK 0001310928 · 10% owner

INSTITUTIONAL VENTURE PARTNERS XI GMBH & CO BETEILIGUNGS KG · CIK 0001310945 · 10% owner

Chaffee Todd C · CIK 0001300134 · 10% owner

FOGELSONG NORMAN A · CIK 0001140932 · 10% owner

Harrick Stephen J · CIK 0001299975 · 10% owner

Miller J Sanford · CIK 0001359524 · 10% owner

Phelps Dennis B · CIK 0001299965 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · By Institutional Venture Partners XI, L.P.

Disclosed balance after: 533,719

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.

F5 · price: Each share of the Issuer's Series F Preferred Stock converted automatically into shares of the Issuer's Common Stock on a one-for-one basis immediately prior to the closing of the Issuer's initial public offering. The Series F Preferred Stock did not have an expiration date.

F6 · ownership.nature: The shares are owned by Institutional Venture Partners XI, L.P. ("IVP XI"), which is under common control with Institutional Venture Partners XI GmbH & Co. Beteiligungs KG ("IVP XI KG"). Institutional Venture Management XI, LLC ("IVM XI") serves as the sole General Partner of IVP XI, and has sole voting and investment control over the respective shares owned by IVP XI, and may be deemed to own beneficially the shares held by IVP XI. IVM XI however owns no securities of the Issuer directly. Chaffee, Fogelsong, Harrick, Miller and Phelps are Managing Directors of IVM XI and share voting and dispositive power over the shares held by IVP XI and IVP XI KG. Each of these individuals disclaims beneficial ownership of the shares reported herein, except to the extent of his respective pecuniary interest therein.

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April 19, 2017 Filed Apr 21, 2017 16:21 UTC Yext, Inc. YEXT · Entity 5265 ConversionCommon Stock 1,272,724 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-17-027825 · doc4.xml · nonDerivative · entry 4

Institutional Venture Management XII, LLC · CIK 0001412031 · 10% owner

Institutional Venture Partners XII LP · CIK 0001402289 · 10% owner

Institutional Venture Management XI, LLC · CIK 0001317857 · 10% owner

Institutional Venture Partners XI LP · CIK 0001310928 · 10% owner

INSTITUTIONAL VENTURE PARTNERS XI GMBH & CO BETEILIGUNGS KG · CIK 0001310945 · 10% owner

Chaffee Todd C · CIK 0001300134 · 10% owner

FOGELSONG NORMAN A · CIK 0001140932 · 10% owner

Harrick Stephen J · CIK 0001299975 · 10% owner

Miller J Sanford · CIK 0001359524 · 10% owner

Phelps Dennis B · CIK 0001299965 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · By Institutional Venture Partners XII, L.P.

Disclosed balance after: 11,328,558

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.

F5 · price: Each share of the Issuer's Series F Preferred Stock converted automatically into shares of the Issuer's Common Stock on a one-for-one basis immediately prior to the closing of the Issuer's initial public offering. The Series F Preferred Stock did not have an expiration date.

F2 · ownership.nature: The shares are owned by Institutional Venture Partners XII, L.P. ("IVP XII"). Institutional Venture Management XII, LLC ("IVM XII") serves as the sole General Partner of IVP XII, and has sole voting and investment control over the respective shares owned by IVP XII, and may be deemed to own beneficially the shares held by IVP XII. IVM XII however owns no securities of the Issuer directly. Todd C. Chaffee ("Chaffee"), Norman A. Fogelsong ("Fogelsong"), Stephen J. Harrick ("Harrick"), J. Sanford Miller ("Miller") and Dennis B. Phelps ("Phelps") are Managing Directors of IVM XII and share voting and dispositive power over the shares held by IVP XII. Each of these individuals disclaims beneficial ownership of the shares reported herein, except to the extent of his respective pecuniary interest therein.

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April 19, 2017 Filed Apr 21, 2017 16:21 UTC Yext, Inc. YEXT · Entity 5265 ConversionCommon Stock 475,750 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-17-027825 · doc4.xml · nonDerivative · entry 3

Institutional Venture Management XII, LLC · CIK 0001412031 · 10% owner

Institutional Venture Partners XII LP · CIK 0001402289 · 10% owner

Institutional Venture Management XI, LLC · CIK 0001317857 · 10% owner

Institutional Venture Partners XI LP · CIK 0001310928 · 10% owner

INSTITUTIONAL VENTURE PARTNERS XI GMBH & CO BETEILIGUNGS KG · CIK 0001310945 · 10% owner

Chaffee Todd C · CIK 0001300134 · 10% owner

FOGELSONG NORMAN A · CIK 0001140932 · 10% owner

Harrick Stephen J · CIK 0001299975 · 10% owner

Miller J Sanford · CIK 0001359524 · 10% owner

Phelps Dennis B · CIK 0001299965 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · By Institutional Venture Partners XII, L.P.

Disclosed balance after: 10,055,834

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 · price: Each share of the Issuer's Series E Preferred Stock converted automatically into shares of the Issuer's Common Stock on a one-for-one basis immediately prior to the closing of the Issuer's initial public offering. The Series E Preferred Stock did not have an expiration date.

F2 · ownership.nature: The shares are owned by Institutional Venture Partners XII, L.P. ("IVP XII"). Institutional Venture Management XII, LLC ("IVM XII") serves as the sole General Partner of IVP XII, and has sole voting and investment control over the respective shares owned by IVP XII, and may be deemed to own beneficially the shares held by IVP XII. IVM XII however owns no securities of the Issuer directly. Todd C. Chaffee ("Chaffee"), Norman A. Fogelsong ("Fogelsong"), Stephen J. Harrick ("Harrick"), J. Sanford Miller ("Miller") and Dennis B. Phelps ("Phelps") are Managing Directors of IVM XII and share voting and dispositive power over the shares held by IVP XII. Each of these individuals disclaims beneficial ownership of the shares reported herein, except to the extent of his respective pecuniary interest therein.

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April 19, 2017 Filed Apr 21, 2017 16:21 UTC Yext, Inc. YEXT · Entity 5265 ConversionCommon Stock 963,391 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-17-027825 · doc4.xml · nonDerivative · entry 2

Institutional Venture Management XII, LLC · CIK 0001412031 · 10% owner

Institutional Venture Partners XII LP · CIK 0001402289 · 10% owner

Institutional Venture Management XI, LLC · CIK 0001317857 · 10% owner

Institutional Venture Partners XI LP · CIK 0001310928 · 10% owner

INSTITUTIONAL VENTURE PARTNERS XI GMBH & CO BETEILIGUNGS KG · CIK 0001310945 · 10% owner

Chaffee Todd C · CIK 0001300134 · 10% owner

FOGELSONG NORMAN A · CIK 0001140932 · 10% owner

Harrick Stephen J · CIK 0001299975 · 10% owner

Miller J Sanford · CIK 0001359524 · 10% owner

Phelps Dennis B · CIK 0001299965 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · By Institutional Venture Partners XII, L.P.

Disclosed balance after: 9,580,084

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 · price: Each share of the Issuer's Series D Preferred Stock converted automatically into shares of the Issuer's Common Stock on a one-for-one basis immediately prior to the closing of the Issuer's initial public offering. The Series D Preferred Stock did not have an expiration date.

F2 · ownership.nature: The shares are owned by Institutional Venture Partners XII, L.P. ("IVP XII"). Institutional Venture Management XII, LLC ("IVM XII") serves as the sole General Partner of IVP XII, and has sole voting and investment control over the respective shares owned by IVP XII, and may be deemed to own beneficially the shares held by IVP XII. IVM XII however owns no securities of the Issuer directly. Todd C. Chaffee ("Chaffee"), Norman A. Fogelsong ("Fogelsong"), Stephen J. Harrick ("Harrick"), J. Sanford Miller ("Miller") and Dennis B. Phelps ("Phelps") are Managing Directors of IVM XII and share voting and dispositive power over the shares held by IVP XII. Each of these individuals disclaims beneficial ownership of the shares reported herein, except to the extent of his respective pecuniary interest therein.

Read SEC document
April 19, 2017 Filed Apr 21, 2017 16:21 UTC Yext, Inc. YEXT · Entity 5265 ConversionCommon Stock 7,220,921 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-17-027825 · doc4.xml · nonDerivative · entry 1

Institutional Venture Management XII, LLC · CIK 0001412031 · 10% owner

Institutional Venture Partners XII LP · CIK 0001402289 · 10% owner

Institutional Venture Management XI, LLC · CIK 0001317857 · 10% owner

Institutional Venture Partners XI LP · CIK 0001310928 · 10% owner

INSTITUTIONAL VENTURE PARTNERS XI GMBH & CO BETEILIGUNGS KG · CIK 0001310945 · 10% owner

Chaffee Todd C · CIK 0001300134 · 10% owner

FOGELSONG NORMAN A · CIK 0001140932 · 10% owner

Harrick Stephen J · CIK 0001299975 · 10% owner

Miller J Sanford · CIK 0001359524 · 10% owner

Phelps Dennis B · CIK 0001299965 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · By Institutional Venture Partners XII, L.P.

Disclosed balance after: 8,616,693

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 share of the Issuer's Series C Preferred Stock converted automatically into shares of the Issuer's Common Stock on a one-for-one basis immediately prior to the closing of the Issuer's initial public offering. The Series C Preferred Stock did not have an expiration date.

F2 · ownership.nature: The shares are owned by Institutional Venture Partners XII, L.P. ("IVP XII"). Institutional Venture Management XII, LLC ("IVM XII") serves as the sole General Partner of IVP XII, and has sole voting and investment control over the respective shares owned by IVP XII, and may be deemed to own beneficially the shares held by IVP XII. IVM XII however owns no securities of the Issuer directly. Todd C. Chaffee ("Chaffee"), Norman A. Fogelsong ("Fogelsong"), Stephen J. Harrick ("Harrick"), J. Sanford Miller ("Miller") and Dennis B. Phelps ("Phelps") are Managing Directors of IVM XII and share voting and dispositive power over the shares held by IVP XII. Each of these individuals disclaims beneficial ownership of the shares reported herein, except to the extent of his respective pecuniary interest therein.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.