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 |
|---|---|---|---|---|---|---|
| January 14, 2019 Filed Jan 16, 2019 22:04 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $7.18 | $0.00 |
DisclosureSEC source: 0001614178-19-000014 · wf-form4_154767624483826.xml · derivative · entry 3 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,000 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 |
| January 14, 2019 Filed Jan 16, 2019 22:04 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 2,000 | $15.67 | $31,340.00 |
DisclosureSEC source: 0001614178-19-000014 · wf-form4_154767624483826.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 |
| January 14, 2019 Filed Jan 16, 2019 22:04 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 2,000 | $7.18 | $14,360.00 |
DisclosureSEC source: 0001614178-19-000014 · wf-form4_154767624483826.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 |
| December 24, 2018 Filed Dec 27, 2018 21:05 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 250 | $77.83 | $19,457.50 |
DisclosureSEC source: 0001654954-18-014327 · section16.xml · nonDerivative · entry 1 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,162 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c ) trading plan. Read SEC document |
| December 13, 2018 Filed Dec 14, 2018 22:01 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $7.18 | $0.00 |
DisclosureSEC source: 0001614178-18-000480 · wf-form4_154482489387390.xml · derivative · entry 3 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,000 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 |
| December 13, 2018 Filed Dec 14, 2018 22:01 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 2,000 | $15.66 | $31,320.00 |
DisclosureSEC source: 0001614178-18-000480 · wf-form4_154482489387390.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 |
| December 13, 2018 Filed Dec 14, 2018 22:01 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 2,000 | $7.18 | $14,360.00 |
DisclosureSEC source: 0001614178-18-000480 · wf-form4_154482489387390.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 |
| November 23, 2018 Filed Nov 26, 2018 21:28 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 250 | $83.41 | $20,852.50 |
DisclosureSEC source: 0001654954-18-013201 · section16.xml · nonDerivative · entry 1 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,412 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c) trading plan. Read SEC document |
| November 13, 2018 Filed Nov 15, 2018 22:05 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $7.18 | $0.00 |
DisclosureSEC source: 0001614178-18-000441 · wf-form4_154231953369829.xml · derivative · entry 3 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,000 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 |
| November 13, 2018 Filed Nov 15, 2018 22:05 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 2,000 | $18.01 | $36,020.00 |
DisclosureSEC source: 0001614178-18-000441 · wf-form4_154231953369829.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 |
| November 13, 2018 Filed Nov 15, 2018 22:05 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 2,000 | $7.18 | $14,360.00 |
DisclosureSEC source: 0001614178-18-000441 · wf-form4_154231953369829.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 |
| October 23, 2018 Filed Oct 25, 2018 20:10 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 250 | $90.86 | $22,715.00 |
DisclosureSEC source: 0001654954-18-011559 · section16.xml · nonDerivative · entry 1 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,662 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c ) trading plan. Read SEC document |
| October 15, 2018 Filed Oct 17, 2018 20:58 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $7.18 | $0.00 |
DisclosureSEC source: 0001614178-18-000413 · wf-form4_153980986984371.xml · derivative · entry 3 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186,000 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 |
| October 15, 2018 Filed Oct 17, 2018 20:58 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 2,000 | $18.85 | $37,700.00 |
DisclosureSEC source: 0001614178-18-000413 · wf-form4_153980986984371.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 |
| October 15, 2018 Filed Oct 17, 2018 20:58 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 2,000 | $7.18 | $14,360.00 |
DisclosureSEC source: 0001614178-18-000413 · wf-form4_153980986984371.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 |
| September 24, 2018 Filed Sep 25, 2018 20:07 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 250 | $102.46 | $25,615.00 |
DisclosureSEC source: 0001654954-18-010461 · section16.xml · nonDerivative · entry 1 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,912 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c ) trading plan. Read SEC document |
| September 13, 2018 Filed Sep 14, 2018 22:05 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $7.18 | $0.00 |
DisclosureSEC source: 0001614178-18-000377 · wf-form4_153696271067055.xml · derivative · entry 3 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,000 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 |
| September 13, 2018 Filed Sep 14, 2018 22:05 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 2,000 | $25.76 | $51,520.00 |
DisclosureSEC source: 0001614178-18-000377 · wf-form4_153696271067055.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 |
| September 13, 2018 Filed Sep 14, 2018 22:05 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 2,000 | $7.18 | $14,360.00 |
DisclosureSEC source: 0001614178-18-000377 · wf-form4_153696271067055.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 |
| August 23, 2018 Filed Aug 23, 2018 22:21 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 250 | $94.98 | $23,745.00 |
DisclosureSEC source: 0001654954-18-009534 · section16.xml · nonDerivative · entry 1 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,162 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c ) trading plan. Read SEC document |
| August 13, 2018 Filed Aug 15, 2018 21:04 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $7.18 | $0.00 |
DisclosureSEC source: 0001614178-18-000331 · wf-form4_153436702333669.xml · derivative · entry 3 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,000 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 |
| August 13, 2018 Filed Aug 15, 2018 21:04 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 2,000 | $22.74 | $45,480.00 |
DisclosureSEC source: 0001614178-18-000331 · wf-form4_153436702333669.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 |
| August 13, 2018 Filed Aug 15, 2018 21:04 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 2,000 | $7.18 | $14,360.00 |
DisclosureSEC source: 0001614178-18-000331 · wf-form4_153436702333669.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 |
| July 23, 2018 Filed Jul 25, 2018 20:10 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 250 | $96.03 | $24,007.50 |
DisclosureSEC source: 0001654954-18-008038 · section16.xml · nonDerivative · entry 1 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,412 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c ) trading plan. Read SEC document |
| July 13, 2018 Filed Jul 13, 2018 20:48 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $7.18 | $0.00 |
DisclosureSEC source: 0001614178-18-000291 · wf-form4_153151489322571.xml · derivative · entry 3 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,000 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. F2 · 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 |
| July 13, 2018 Filed Jul 13, 2018 20:48 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 2,000 | $18.19 | $36,380.00 |
DisclosureSEC source: 0001614178-18-000291 · wf-form4_153151489322571.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. Read SEC document |
| July 13, 2018 Filed Jul 13, 2018 20:48 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 2,000 | $7.18 | $14,360.00 |
DisclosureSEC source: 0001614178-18-000291 · wf-form4_153151489322571.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 |
| June 20, 2018 Filed Jun 21, 2018 21:02 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionRestricted Stock Unit · Derivative | 12,502 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-18-000259 · wf-form4_152961492707811.xml · derivative · entry 2 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,502 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 June 20, 2018, 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 June 20, 2018, subject to the holder's continued service to the Company on such date. Read SEC document |
| June 20, 2018 Filed Jun 21, 2018 21:02 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 12,502 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001614178-18-000259 · wf-form4_152961492707811.xml · nonDerivative · entry 1 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,502 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 · 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. Read SEC document |
| June 13, 2018 Filed Jun 14, 2018 21:05 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $7.18 | $0.00 |
DisclosureSEC source: 0001614178-18-000240 · wf-form4_152901034032194.xml · derivative · entry 4 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 194,000 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 |
| June 13, 2018 Filed Jun 14, 2018 21:05 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 2,000 | $18.66 | $37,320.00 |
DisclosureSEC source: 0001614178-18-000240 · wf-form4_152901034032194.xml · nonDerivative · entry 2 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Reporting Person. Read SEC document |
| June 13, 2018 Filed Jun 14, 2018 21:05 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 2,000 | $7.18 | $14,360.00 |
DisclosureSEC source: 0001614178-18-000240 · wf-form4_152901034032194.xml · nonDerivative · entry 1 FERNANDEZ PHILLIP M · CIK 0001200465 · 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. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Reporting Person. Read SEC document |
| June 12, 2018 Filed Jun 14, 2018 21:05 UTC | Yext, Inc. YEXT · Entity 5265 | GrantRestricted Stock Unit · Derivative | 10,989 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-18-000240 · wf-form4_152901034032194.xml · derivative · entry 3 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,989 Underlying: Common Stock · 10,989 shares Expires not disclosed 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 June 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 June 20, 2019, subject to the holder's continued service to the Company on such date. Read SEC document |
| May 14, 2018 Filed May 16, 2018 21:03 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $7.18 | $0.00 |
DisclosureSEC source: 0001614178-18-000174 · wf-form4_152650455822981.xml · derivative · entry 3 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,000 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. F2 · 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 14, 2018 Filed May 16, 2018 21:03 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 2,000 | $14.73 | $29,460.00 |
DisclosureSEC source: 0001614178-18-000174 · wf-form4_152650455822981.xml · nonDerivative · entry 2 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Reporting Person. Read SEC document |
| May 14, 2018 Filed May 16, 2018 21:03 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 2,000 | $7.18 | $14,360.00 |
DisclosureSEC source: 0001614178-18-000174 · wf-form4_152650455822981.xml · nonDerivative · entry 1 FERNANDEZ PHILLIP M · CIK 0001200465 · 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. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Reporting Person. Read SEC document |
| May 08, 2018 Filed May 10, 2018 21:38 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $7.18 | $0.00 |
DisclosureSEC source: 0001614178-18-000168 · wf-form4_152598828683770.xml · derivative · entry 3 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,000 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. F2 · 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 08, 2018 Filed May 10, 2018 21:38 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 2,000 | $14.00 | $28,000.00 |
DisclosureSEC source: 0001614178-18-000168 · wf-form4_152598828683770.xml · nonDerivative · entry 2 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Reporting Person. Read SEC document |
| May 08, 2018 Filed May 10, 2018 21:38 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 2,000 | $7.18 | $14,360.00 |
DisclosureSEC source: 0001614178-18-000168 · wf-form4_152598828683770.xml · nonDerivative · entry 1 FERNANDEZ PHILLIP M · CIK 0001200465 · 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. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Reporting Person. Read SEC document |
| April 24, 2018 Filed Apr 25, 2018 20:37 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 1,000 | $85.65 | $85,651.20 |
DisclosureSEC source: 0001654954-18-004354 · section16.xml · nonDerivative · entry 1 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,662 F1 · price: This transaction was executed in multiple trades at prices ranging from $85.39 to $85.96. The price reported above reflects the weighted average purchase price. 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 transaction was effected. Read SEC document |
| March 14, 2018 Filed Mar 16, 2018 21:06 UTC | Yext, Inc. YEXT · Entity 5265 | GrantRestricted Stock Unit · Derivative | 4,587 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-18-000099 · wf-form4_152123438566607.xml · derivative · entry 1 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,587 Underlying: Common Stock · 4,587 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. F2 · 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. F2 · 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 08, 2018 Filed Mar 9, 2018 22:10 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 3,113 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-18-002372 · section16.xml · derivative · entry 4 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,113 Underlying: Common Stock · 3,113 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 date of the PTC Inc.'s 2019 Annual Stockholder Meeting or March 15, 2019. F4 · derivative.expiration_date: Time-based restricted stock units that vest on the earlier date of the PTC Inc.'s 2019 Annual Stockholder Meeting or March 15, 2019. F5 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| March 08, 2018 Filed Mar 9, 2018 22:10 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 4,484 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-18-002372 · 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 · 4,484 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 March 8, 2018. F3 · derivative.expiration_date: Time-based restricted stock units that vested on March 8, 2018. F5 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| March 08, 2018 Filed Mar 9, 2018 22:10 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 5,603 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-18-002372 · 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 · 5,603 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 in two substantially equal installments, the first of which vested on March 1, 2017 and the second installment vested on March 8, 2018. F2 · derivative.expiration_date: Time-based restricted stock units that vested in two substantially equal installments, the first of which vested on March 1, 2017 and the second installment vested on March 8, 2018. F5 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| March 08, 2018 Filed Mar 9, 2018 22:10 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionCommon Stock | 10,087 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-18-002372 · section16.xml · nonDerivative · entry 1 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,662 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 |
| June 13, 2017 Filed Jun 13, 2017 23:08 UTC | Yext, Inc. YEXT · Entity 5265 | GrantRestricted Stock Unit · Derivative | 12,502 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-039025 · a4.xml · derivative · entry 1 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,502 Underlying: Common Stock · 12,502 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. F2 · derivative.exercise_date: 100% of the shares subject to award shall vest on June 20, 2018, subject to the holder's continued service to the Company on such date. F2 · derivative.expiration_date: 100% of the shares subject to award shall vest on June 20, 2018, subject to the holder's continued service to the Company on such date. Read SEC document |
| March 03, 2017 Filed Mar 6, 2017 21:21 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 500 | $55.62 | $27,811.00 |
DisclosureSEC source: 0001354488-17-000392 · issuerdirect_section16.xml · nonDerivative · entry 1 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,575 F1 · price: This transaction was executed in multiple trades at prices ranging from $55.50 to $55.71. The price reported above reflects the weighted average purchase price. 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 transaction was effected. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:03 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 4,484 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-17-001655 · form4.xml · derivative · entry 4 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,484 Underlying: Common Stock · 4,484 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 Inc.'s 2018 Annual Stockholder Meeting or March 15, 2018. F4 · derivative.expiration_date: Time-based restricted stock units that vest on the earlier of the date of PTC Inc.'s 2018 Annual Stockholder Meeting or March 15, 2018. F5 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:03 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 7,471 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-17-001655 · form4.xml · derivative · entry 3 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,471 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 March 1, 2017. F3 · derivative.expiration_date: Time-based restricted stock units that vested on March 1, 2017. F5 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:03 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 5,604 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-17-001655 · form4.xml · derivative · entry 2 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,603 Underlying: Common Stock · 5,604 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 vest in two substantially equal installments, the first installment of which vested on March 1, 2017 and the second installment of which will vest on the earlier of the date of the 2018 Annual Meeting of Stockholders and March 15, 2018. F2 · derivative.expiration_date: Time-based restricted stock units that vest in two substantially equal installments, the first installment of which vested on March 1, 2017 and the second installment of which will vest on the earlier of the date of the 2018 Annual Meeting of Stockholders and March 15, 2018. F5 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. 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.