Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Braze, Inc.BRZE · Entity 4102 | Director | June 30, 2026 | July 02, 2026 |
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.
Braze, Inc.
Report date June 30, 2026 · Filed July 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 28,055 |
Reported balance
After 2026-06-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-30 · Grant · Acquired 7,753 · Balance 28,055 F1: The reported securities represent a restricted stock unit ("RSU") award and shall vest on the earlier of (i) June 30, 2027, or (ii) the date immediately preceding the date of the Issuer's 2027 annual meeting of stockholders, in each case subject to the Reporting Person's continuous service on such vesting date. F2: Of the reported shares, 7,753 shares are represented by restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported securities represent a restricted stock unit ("RSU") award and shall vest on the earlier of (i) June 30, 2027, or (ii) the date immediately preceding the date of the Issuer's 2027 annual meeting of stockholders, in each case subject to the Reporting Person's continuous service on such vesting date.
F2: Of the reported shares, 7,753 shares are represented by restricted stock units.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
PTC INC.
Report date June 16, 2021 · Filed June 17, 2021
Section 16 reporting ended · disclosed 2021-06-17. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 23,397 |
Reported balance
After 2021-06-16 transaction · row 1
1 source rowRow 1 · 2021-06-16 · Exercise / conversion · Acquired 1,727 · Balance 23,397 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-06-16 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-06-16 · Exercise / conversion · Disposed 1,727 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F2: Time-based restricted stock units granted on February 10, 2021 that vested on June 16, 2021 in connection with Mr. Fernandez's resignation from the Board of Directors. F3: This amount represents the total number of derivative securities beneficially owned of the class shown. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock.
F2: Time-based restricted stock units granted on February 10, 2021 that vested on June 16, 2021 in connection with Mr. Fernandez's resignation from the Board of Directors.
F3: This amount represents the total number of derivative securities beneficially owned of the class shown.
Yext, Inc.
Report date June 13, 2019 · Filed June 14, 2019
Section 16 reporting ended · disclosed 2019-06-14. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 28,078 |
Reported balance
After 2019-06-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-06-13 · Exercise / conversion · Acquired 10,989 · Balance 28,078 F1: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. F2: Includes 17,089 deferred stock units, which settled on June 13, 2019, at the end of Mr. Fernandez's term as director. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2019-06-13 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-06-13 · Exercise / conversion · Disposed 10,989 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. F3: 100% of the shares subject to award were settled in shares of Yext, Inc. common stock on June 13, 2019. |
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: Includes 17,089 deferred stock units, which settled on June 13, 2019, at the end of Mr. Fernandez's term as director.
F3: 100% of the shares subject to award were settled in shares of Yext, Inc. common stock on June 13, 2019.
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 10, 2021 Filed Feb 11, 2021 21:06 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 2,866 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-21-001530 · section16.xml · derivative · entry 3 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,866 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 PTC Inc. common stock. F3 · derivative.exercise_date: Time-based restricted stock units that vested on February 10, 2021. F3 · derivative.expiration_date: Time-based restricted stock units that vested on February 10, 2021. F4 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| February 10, 2021 Filed Feb 11, 2021 21:06 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 1,727 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-21-001530 · section16.xml · derivative · entry 2 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,727 Underlying: Common Stock · 1,727 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F2 · derivative.exercise_date: RSUs granted on February 11, 2019 that vest in three substantially equal installments on November 15, 2020, 2021 and 2022. F2 · derivative.expiration_date: RSUs granted on February 11, 2019 that vest in three substantially equal installments on November 15, 2020, 2021 and 2022. F4 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| February 10, 2021 Filed Feb 11, 2021 21:06 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionCommon Stock | 2,866 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-21-001530 · section16.xml · nonDerivative · entry 1 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,670 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 |
| January 25, 2021 Filed Jan 26, 2021 21:05 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 250 | $132.37 | $33,092.50 |
DisclosureSEC source: 0001654954-21-000800 · section16.xml · nonDerivative · entry 1 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,804 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c ) trading plan. Read SEC document |
| December 24, 2020 Filed Dec 28, 2020 21:03 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 250 | $119.82 | $29,955.00 |
DisclosureSEC source: 0001654954-20-013926 · section16.xml · nonDerivative · entry 1 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,054 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c ) trading plan. Read SEC document |
| November 24, 2020 Filed Nov 24, 2020 21:20 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 250 | $104.00 | $26,000.00 |
DisclosureSEC source: 0001654954-20-012890 · section16.xml · nonDerivative · entry 1 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,304 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c ) trading plan. Read SEC document |
| October 26, 2020 Filed Oct 26, 2020 20:45 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 250 | $88.08 | $22,020.00 |
DisclosureSEC source: 0001654954-20-011441 · section16.xml · nonDerivative · entry 1 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,554 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c ) trading plan. Read SEC document |
| September 24, 2020 Filed Sep 25, 2020 20:05 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 250 | $81.26 | $20,315.00 |
DisclosureSEC source: 0001654954-20-010473 · section16.xml · nonDerivative · entry 1 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,804 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c ) trading plan. Read SEC document |
| August 24, 2020 Filed Aug 24, 2020 20:35 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 250 | $87.84 | $21,960.00 |
DisclosureSEC source: 0001654954-20-009458 · section16.xml · nonDerivative · entry 1 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,054 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c ) trading plan. Read SEC document |
| July 23, 2020 Filed Jul 24, 2020 20:03 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 250 | $83.51 | $20,877.50 |
DisclosureSEC source: 0001654954-20-007992 · section16.xml · nonDerivative · entry 1 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,304 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c ) trading plan. Read SEC document |
| June 23, 2020 Filed Jun 24, 2020 20:03 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 250 | $80.34 | $20,085.00 |
DisclosureSEC source: 0001654954-20-006925 · section16.xml · nonDerivative · entry 1 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,554 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c ) trading plan. Read SEC document |
| May 26, 2020 Filed May 26, 2020 20:05 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 250 | $71.35 | $17,837.50 |
DisclosureSEC source: 0001654954-20-005971 · section16.xml · nonDerivative · entry 1 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,804 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c ) trading plan. Read SEC document |
| April 23, 2020 Filed Apr 24, 2020 20:03 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 250 | $64.82 | $16,205.00 |
DisclosureSEC source: 0001654954-20-004397 · section16.xml · nonDerivative · entry 1 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,054 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c ) trading plan. Read SEC document |
| March 25, 2020 Filed Mar 26, 2020 21:42 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 250 | $60.00 | $15,000.00 |
DisclosureSEC source: 0001654954-20-003350 · section16.xml · nonDerivative · entry 1 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,304 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c ) trading plan. Read SEC document |
| February 24, 2020 Filed Feb 25, 2020 21:03 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 250 | $84.80 | $21,200.00 |
DisclosureSEC source: 0001654954-20-001912 · section16.xml · nonDerivative · entry 1 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,554 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c ) trading plan. Read SEC document |
| February 12, 2020 Filed Feb 13, 2020 21:08 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 2,779 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-001500 · section16.xml · derivative · entry 3 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,779 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 PTC Inc. common stock. F3 · derivative.exercise_date: Time-based restricted stock units that vested on February 12, 2020. F3 · derivative.expiration_date: Time-based restricted stock units that vested on February 12, 2020. F4 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| February 12, 2020 Filed Feb 13, 2020 21:08 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 2,866 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-001500 · section16.xml · derivative · entry 2 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,866 Underlying: Common Stock · 2,866 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F2 · derivative.exercise_date: Time-based restricted stock units that vest on the earlier of the date of PTC's 2021 Annual Stockholder Meeting or March 15, 2021. F2 · derivative.expiration_date: Time-based restricted stock units that vest on the earlier of the date of PTC's 2021 Annual Stockholder Meeting or March 15, 2021. F4 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| February 12, 2020 Filed Feb 13, 2020 21:08 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionCommon Stock | 2,779 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-001500 · section16.xml · nonDerivative · entry 1 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,804 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 |
| January 23, 2020 Filed Jan 24, 2020 21:03 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 250 | $85.51 | $21,377.50 |
DisclosureSEC source: 0001654954-20-000731 · section16.xml · nonDerivative · entry 1 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,025 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c ) trading plan. Read SEC document |
| December 23, 2019 Filed Dec 26, 2019 21:02 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 250 | $74.27 | $18,567.50 |
DisclosureSEC source: 0001654954-19-014231 · section16.xml · nonDerivative · entry 1 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,275 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c ) trading plan. Read SEC document |
| November 25, 2019 Filed Nov 26, 2019 21:01 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 250 | $75.50 | $18,875.00 |
DisclosureSEC source: 0001654954-19-013395 · section16.xml · nonDerivative · entry 1 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,525 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c ) trading plan. Read SEC document |
| October 25, 2019 Filed Oct 28, 2019 20:03 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 250 | $69.46 | $17,365.00 |
DisclosureSEC source: 0001654954-19-012041 · section16.xml · nonDerivative · entry 1 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,775 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c ) trading plan. Read SEC document |
| September 23, 2019 Filed Sep 24, 2019 20:04 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 250 | $67.66 | $16,915.00 |
DisclosureSEC source: 0001654954-19-011061 · section16.xml · nonDerivative · entry 1 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,025 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c ) trading plan. Read SEC document |
| August 23, 2019 Filed Aug 26, 2019 20:02 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 250 | $66.99 | $16,747.50 |
DisclosureSEC source: 0001654954-19-009993 · section16.xml · nonDerivative · entry 1 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,275 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c ) trading plan. Read SEC document |
| July 26, 2019 Filed Jul 30, 2019 20:38 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 250 | $73.43 | $18,357.50 |
DisclosureSEC source: 0001654954-19-008633 · section16.xml · nonDerivative · entry 1 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,525 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c ) trading plan. Read SEC document |
| June 24, 2019 Filed Jun 25, 2019 20:01 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 250 | $89.33 | $22,332.50 |
DisclosureSEC source: 0001654954-19-007631 · section16.xml · nonDerivative · entry 1 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,775 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c ) trading plan. Read SEC document |
| June 13, 2019 Filed Jun 14, 2019 21:11 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionRestricted Stock Unit · Derivative | 10,989 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-19-000234 · wf-form4_156054668264362.xml · derivative · entry 2 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,989 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. F3 · derivative.exercise_date: 100% of the shares subject to award were settled in shares of Yext, Inc. common stock on June 13, 2019. F3 · derivative.expiration_date: 100% of the shares subject to award were settled in shares of Yext, Inc. common stock on June 13, 2019. Read SEC document |
| June 13, 2019 Filed Jun 14, 2019 21:11 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 10,989 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001614178-19-000234 · wf-form4_156054668264362.xml · nonDerivative · entry 1 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,078 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. F2 · balance_after: Includes 17,089 deferred stock units, which settled on June 13, 2019, at the end of Mr. Fernandez's term as director. Read SEC document |
| May 23, 2019 Filed May 24, 2019 20:02 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 250 | $84.83 | $21,207.50 |
DisclosureSEC source: 0001654954-19-006549 · section16.xml · nonDerivative · entry 1 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,025 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c ) trading plan. Read SEC document |
| May 15, 2019 Filed May 17, 2019 21:20 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $7.18 | $0.00 |
DisclosureSEC source: 0001614178-19-000181 · wf-form4_155812800046817.xml · derivative · entry 3 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,000 Underlying: Common Stock · 2,000 shares Expires 2026-12-07 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Reporting Person. F4 · derivative.exercise_date: 1/36th of the shares subject to the option vested on October 20, 2016 and the remaining shares subject to the option vest in equal monthly installments thereafter on the monthly anniversary of the vesting commencement date. Read SEC document |
| May 15, 2019 Filed May 17, 2019 21:20 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 2,000 | $21.15 | $42,293.20 |
DisclosureSEC source: 0001614178-19-000181 · wf-form4_155812800046817.xml · nonDerivative · entry 2 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,089 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Reporting Person. F2 · price: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $20.6100 to $21.3600, 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. F3 · balance_after: Represents deferred stock units subject to deferred settlement, pursuant to the reporting person's election, until the earliest of the date the reporting person ceases to serve on the Company's board of directors or a change in control. Read SEC document |
| May 15, 2019 Filed May 17, 2019 21:20 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 2,000 | $7.18 | $14,360.00 |
DisclosureSEC source: 0001614178-19-000181 · wf-form4_155812800046817.xml · nonDerivative · entry 1 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,089 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Reporting Person. Read SEC document |
| April 23, 2019 Filed Apr 25, 2019 20:06 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 250 | $99.91 | $24,977.50 |
DisclosureSEC source: 0001654954-19-004796 · section16.xml · nonDerivative · entry 1 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,275 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c ) trading plan. Read SEC document |
| April 18, 2019 Filed Apr 19, 2019 20:31 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $7.18 | $0.00 |
DisclosureSEC source: 0001614178-19-000129 · wf-form4_155570588428337.xml · derivative · entry 3 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,000 Underlying: Common Stock · 2,000 shares Expires 2026-12-07 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Reporting Person. F3 · derivative.exercise_date: 1/36th of the shares subject to the option vested on October 20, 2016 and the remaining shares subject to the option vest in equal monthly installments thereafter on the monthly anniversary of the vesting commencement date. Read SEC document |
| April 18, 2019 Filed Apr 19, 2019 20:31 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 2,000 | $21.00 | $42,000.00 |
DisclosureSEC source: 0001614178-19-000129 · wf-form4_155570588428337.xml · nonDerivative · entry 2 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,089 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Reporting Person. F2 · balance_after: Represents deferred stock units subject to deferred settlement, pursuant to the reporting person's election, until the earliest of the date the reporting person ceases to serve on the Company's board of directors or a change in control. Read SEC document |
| April 18, 2019 Filed Apr 19, 2019 20:31 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 2,000 | $7.18 | $14,360.00 |
DisclosureSEC source: 0001614178-19-000129 · wf-form4_155570588428337.xml · nonDerivative · entry 1 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,089 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Reporting Person. Read SEC document |
| March 25, 2019 Filed Mar 26, 2019 20:02 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 250 | $92.73 | $23,182.50 |
DisclosureSEC source: 0001654954-19-003398 · section16.xml · nonDerivative · entry 1 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,525 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c ) trading plan. Read SEC document |
| March 20, 2019 Filed Mar 22, 2019 21:32 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionRestricted Stock Unit · Derivative | 4,587 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-19-000091 · wf-form4_155329031038967.xml · derivative · entry 2 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,587 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. F3 · derivative.exercise_date: 100% of the shares subject to award shall vest on March 20, 2019, subject to the holder's continued service to the Company on such date. F3 · derivative.expiration_date: 100% of the shares subject to award shall vest on March 20, 2019, subject to the holder's continued service to the Company on such date. Read SEC document |
| March 20, 2019 Filed Mar 22, 2019 21:32 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 4,587 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001614178-19-000091 · wf-form4_155329031038967.xml · nonDerivative · entry 1 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,089 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 · shares: Represents deferred stock units subject to deferred settlement, pursuant to the reporting person's election, until the earliest of the date the reporting person ceases to serve on the Company's board of directors or a change in control. F2 · price: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. F1 · balance_after: Represents deferred stock units subject to deferred settlement, pursuant to the reporting person's election, until the earliest of the date the reporting person ceases to serve on the Company's board of directors or a change in control. Read SEC document |
| March 13, 2019 Filed Mar 15, 2019 22:15 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $7.18 | $0.00 |
DisclosureSEC source: 0001614178-19-000078 · wf-form4_155268810510128.xml · derivative · entry 3 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,000 Underlying: Common Stock · 2,000 shares Expires 2026-12-07 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Reporting Person. F3 · derivative.exercise_date: 1/36th of the shares subject to the option vested on October 20, 2016 and the remaining shares subject to the option vest in equal monthly installments thereafter on the monthly anniversary of the vesting commencement date. Read SEC document |
| March 13, 2019 Filed Mar 15, 2019 22:15 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 2,000 | $22.30 | $44,600.00 |
DisclosureSEC source: 0001614178-19-000078 · wf-form4_155268810510128.xml · nonDerivative · entry 2 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,502 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Reporting Person. F2 · balance_after: Represents deferred stock units subject to deferred settlement, pursuant to the reporting person's election, until the earliest of the date the reporting person ceases to serve on the Company's board of directors or a change in control. Read SEC document |
| March 13, 2019 Filed Mar 15, 2019 22:15 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 2,000 | $7.18 | $14,360.00 |
DisclosureSEC source: 0001614178-19-000078 · wf-form4_155268810510128.xml · nonDerivative · entry 1 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,502 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Reporting Person. Read SEC document |
| March 06, 2019 Filed Mar 7, 2019 21:05 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 2,779 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-19-002399 · section16.xml · derivative · entry 3 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,779 Underlying: Common Stock · 2,779 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F4 · derivative.exercise_date: Time-based restricted stock units that vest on the earlier of the date of PTC's 2020 Annual Stockholder Meeting or March 15, 2020. F4 · derivative.expiration_date: Time-based restricted stock units that vest on the earlier of the date of PTC's 2020 Annual Stockholder Meeting or March 15, 2020. F3 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| March 06, 2019 Filed Mar 7, 2019 21:05 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 3,113 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-19-002399 · section16.xml · derivative · entry 2 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,113 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 PTC Inc. common stock. F2 · derivative.exercise_date: Time-based restricted stock units that vested on March 6, 2019. F2 · derivative.expiration_date: Time-based restricted stock units that vested on March 6, 2019. F3 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| March 06, 2019 Filed Mar 7, 2019 21:05 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionCommon Stock | 3,113 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-19-002399 · section16.xml · nonDerivative · entry 1 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,775 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 25, 2019 Filed Feb 26, 2019 21:01 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 250 | $93.67 | $23,417.50 |
DisclosureSEC source: 0001654954-19-001987 · section16.xml · nonDerivative · entry 1 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,662 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c ) trading plan. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 22:25 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $7.18 | $0.00 |
DisclosureSEC source: 0001614178-19-000036 · wf-form4_155026950215524.xml · derivative · entry 3 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,000 Underlying: Common Stock · 2,000 shares Expires 2026-12-07 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Reporting Person. F3 · derivative.exercise_date: 1/36th of the shares subject to the option vested on October 20, 2016 and the remaining shares subject to the option vest in equal monthly installments thereafter on the monthly anniversary of the vesting commencement date. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 22:25 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 2,000 | $18.35 | $36,700.00 |
DisclosureSEC source: 0001614178-19-000036 · wf-form4_155026950215524.xml · nonDerivative · entry 2 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,502 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Reporting Person. F2 · balance_after: Represents deferred stock units subject to deferred settlement, pursuant to the reporting person's election, until the earliest of the date the reporting person ceases to serve on the Company's board of directors or a change in control. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 22:25 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 2,000 | $7.18 | $14,360.00 |
DisclosureSEC source: 0001614178-19-000036 · wf-form4_155026950215524.xml · nonDerivative · entry 1 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,502 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Reporting Person. Read SEC document |
| January 23, 2019 Filed Jan 24, 2019 21:05 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 250 | $86.27 | $21,567.50 |
DisclosureSEC source: 0001654954-19-000741 · section16.xml · nonDerivative · entry 1 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,912 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c ) trading plan. 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.