Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Lerer Hippeau Acquisition Corp.LHAA · Entity 121503 | Director | March 04, 2021 | March 04, 2021 |
| Yext, Inc.YEXT · Entity 5265 | Director · Chief Executive Officer | October 11, 2026 | October 14, 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.
Lerer Hippeau Acquisition Corp.
Report date March 04, 2021 · Filed March 04, 2021
This filing explicitly reported no securities owned.
Yext, Inc.
Report date October 11, 2026 · Filed October 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $7.00 | Direct | 11,000,000 |
Reported balance
After 2026-10-11 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-10-11 · Grant · Acquired 11,000,000 · Balance 11,000,000 F1: Each option represents a right to buy one share of Yext, Inc.'s (the "Company") common stock. F2: The shares subject to the Option are divided into the below 14 tranches, each eligible for exercise ("earned") only if the Company's stock price achieves the applicable target price described below during the applicable performance period, subject to continued service as Chief Executive Officer (and certain qualifying terminations): Tranche 1: 750,000 shares at $21.00; Tranche 2: 250,000 shares at $23.45; Tranche 3: 750,000 shares at $26.18; Tranche 4: 250,000 shares at $29.24; Tranches 5-12: 1,000,000 shares each Tranche at $32.64, $36.45, $40.70, $45.45, $50.75, $56.66, $63.27, $70.65, respectively; Tranche 13-14: 500,000 shares each Tranche at $78.88, $88.08, respectively; A target price is only achieved if both are met: (1) the average closing price meets or exceeds the target price over 180 consecutive calendar days, and (2) it does so over 30 consecutive calendar days within the period starting 30 days before the end of the 180-day period and ending 3 years after. F3: The deadlines for achieving target prices are as follows: Tranche 1 within 5 years of grant; Tranches 2-6 within 7 years; Tranches 7-14 within 10 years. Shares not earned by the end of the applicable performance period are forfeited, and if no target price is achieved, Mr. Walrath receives no value. F4: Earned shares are also subject to a retention requirement, subject to continued service as Chief Executive Officer through the applicable release date and unless otherwise determined by the Board, as follows: Tranches 1-8: earned shares are released in 3 equal installments on each of the first 3 anniversaries of the achievement date; Tranches 9-14: earned shares are released in 3 equal installments every 6 months following the achievement date. Earned shares that would otherwise remain subject to the retention requirement will be released on the date that is 30 days before the expiration of the term of the Option. Each earned share will remain exercisable until the earlier of the fifth anniversary of the date it was earned and the expiration of the term of the Option. F5: Mr. Walrath may exercise earned shares before they are released from the retention requirement, but any such exercised earned shares will be subject to repurchase by the Company at the exercise price until released if Mr. Walrath resigns as Chief Executive Officer (other than for good reason) or is terminated as Chief Executive Officer for cause. Upon such a termination, any unexercised earned shares that remain subject to the retention requirement will be forfeited. F6: The Option has a term of 10 years. |
Filing footnotes · ownership attribution and instrument terms
F1: Each option represents a right to buy one share of Yext, Inc.'s (the "Company") common stock.
F2: The shares subject to the Option are divided into the below 14 tranches, each eligible for exercise ("earned") only if the Company's stock price achieves the applicable target price described below during the applicable performance period, subject to continued service as Chief Executive Officer (and certain qualifying terminations): Tranche 1: 750,000 shares at $21.00; Tranche 2: 250,000 shares at $23.45; Tranche 3: 750,000 shares at $26.18; Tranche 4: 250,000 shares at $29.24; Tranches 5-12: 1,000,000 shares each Tranche at $32.64, $36.45, $40.70, $45.45, $50.75, $56.66, $63.27, $70.65, respectively; Tranche 13-14: 500,000 shares each Tranche at $78.88, $88.08, respectively; A target price is only achieved if both are met: (1) the average closing price meets or exceeds the target price over 180 consecutive calendar days, and (2) it does so over 30 consecutive calendar days within the period starting 30 days before the end of the 180-day period and ending 3 years after.
F3: The deadlines for achieving target prices are as follows: Tranche 1 within 5 years of grant; Tranches 2-6 within 7 years; Tranches 7-14 within 10 years. Shares not earned by the end of the applicable performance period are forfeited, and if no target price is achieved, Mr. Walrath receives no value.
F4: Earned shares are also subject to a retention requirement, subject to continued service as Chief Executive Officer through the applicable release date and unless otherwise determined by the Board, as follows: Tranches 1-8: earned shares are released in 3 equal installments on each of the first 3 anniversaries of the achievement date; Tranches 9-14: earned shares are released in 3 equal installments every 6 months following the achievement date. Earned shares that would otherwise remain subject to the retention requirement will be released on the date that is 30 days before the expiration of the term of the Option. Each earned share will remain exercisable until the earlier of the fifth anniversary of the date it was earned and the expiration of the term of the Option.
F5: Mr. Walrath may exercise earned shares before they are released from the retention requirement, but any such exercised earned shares will be subject to repurchase by the Company at the exercise price until released if Mr. Walrath resigns as Chief Executive Officer (other than for good reason) or is terminated as Chief Executive Officer for cause. Upon such a termination, any unexercised earned shares that remain subject to the retention requirement will be forfeited.
F6: The Option has a term of 10 years.
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 |
|---|---|---|---|---|---|---|
| October 11, 2026 Filed Oct 14, 2026 20:09 UTC | Yext, Inc. YEXT · Entity 5265 | GrantStock Option (Right to Buy) · Derivative | 11,000,000 | $7.00 Strike: $7.00 | $77,000,000.00 |
DisclosureSEC source: 0001628280-26-065874 · wk-form4_1792008578.xml · derivative · entry 1 Walrath Michael · CIK 0001702012 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,000,000 Underlying: Common Stock · 11,000,000 shares Expires not disclosed F1 · security: Each option represents a right to buy one share of Yext, Inc.'s (the "Company") common stock. F2 · derivative.exercise_date: The shares subject to the Option are divided into the below 14 tranches, each eligible for exercise ("earned") only if the Company's stock price achieves the applicable target price described below during the applicable performance period, subject to continued service as Chief Executive Officer (and certain qualifying terminations): Tranche 1: 750,000 shares at $21.00; Tranche 2: 250,000 shares at $23.45; Tranche 3: 750,000 shares at $26.18; Tranche 4: 250,000 shares at $29.24; Tranches 5-12: 1,000,000 shares each Tranche at $32.64, $36.45, $40.70, $45.45, $50.75, $56.66, $63.27, $70.65, respectively; Tranche 13-14: 500,000 shares each Tranche at $78.88, $88.08, respectively; A target price is only achieved if both are met: (1) the average closing price meets or exceeds the target price over 180 consecutive calendar days, and (2) it does so over 30 consecutive calendar days within the period starting 30 days before the end of the 180-day period and ending 3 years after. F3 · derivative.exercise_date: The deadlines for achieving target prices are as follows: Tranche 1 within 5 years of grant; Tranches 2-6 within 7 years; Tranches 7-14 within 10 years. Shares not earned by the end of the applicable performance period are forfeited, and if no target price is achieved, Mr. Walrath receives no value. F4 · derivative.exercise_date: Earned shares are also subject to a retention requirement, subject to continued service as Chief Executive Officer through the applicable release date and unless otherwise determined by the Board, as follows: Tranches 1-8: earned shares are released in 3 equal installments on each of the first 3 anniversaries of the achievement date; Tranches 9-14: earned shares are released in 3 equal installments every 6 months following the achievement date. Earned shares that would otherwise remain subject to the retention requirement will be released on the date that is 30 days before the expiration of the term of the Option. Each earned share will remain exercisable until the earlier of the fifth anniversary of the date it was earned and the expiration of the term of the Option. F5 · derivative.exercise_date: Mr. Walrath may exercise earned shares before they are released from the retention requirement, but any such exercised earned shares will be subject to repurchase by the Company at the exercise price until released if Mr. Walrath resigns as Chief Executive Officer (other than for good reason) or is terminated as Chief Executive Officer for cause. Upon such a termination, any unexercised earned shares that remain subject to the retention requirement will be forfeited. F6 · derivative.exercise_date: The Option has a term of 10 years. F3 · derivative.expiration_date: The deadlines for achieving target prices are as follows: Tranche 1 within 5 years of grant; Tranches 2-6 within 7 years; Tranches 7-14 within 10 years. Shares not earned by the end of the applicable performance period are forfeited, and if no target price is achieved, Mr. Walrath receives no value. F4 · derivative.expiration_date: Earned shares are also subject to a retention requirement, subject to continued service as Chief Executive Officer through the applicable release date and unless otherwise determined by the Board, as follows: Tranches 1-8: earned shares are released in 3 equal installments on each of the first 3 anniversaries of the achievement date; Tranches 9-14: earned shares are released in 3 equal installments every 6 months following the achievement date. Earned shares that would otherwise remain subject to the retention requirement will be released on the date that is 30 days before the expiration of the term of the Option. Each earned share will remain exercisable until the earlier of the fifth anniversary of the date it was earned and the expiration of the term of the Option. F6 · derivative.expiration_date: The Option has a term of 10 years. Read SEC document |
| September 20, 2026 Filed Sep 22, 2026 22:12 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionRestricted Stock Unit · Derivative | 78,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-063093 · wk-form4_1790115158.xml · derivative · entry 6 Walrath Michael · CIK 0001702012 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 156,250 Underlying: Common Stock · 78,125 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. F6 · derivative.exercise_date: One-eighth of shares subject to the award shall vest on June 20, 2025, and quarterly thereafter on each September 20, December 20, March 20 and June 20, subject to the reporting person's continued service on each such date, until the award is fully vested on March 20, 2027. F6 · derivative.expiration_date: One-eighth of shares subject to the award shall vest on June 20, 2025, and quarterly thereafter on each September 20, December 20, March 20 and June 20, subject to the reporting person's continued service on each such date, until the award is fully vested on March 20, 2027. Read SEC document |
| September 20, 2026 Filed Sep 22, 2026 22:12 UTC | Yext, Inc. YEXT · Entity 5265 | Tax withholdingCommon Stock | 39,572 | $6.14 | $242,972.08 |
DisclosureSEC source: 0001628280-26-063093 · wk-form4_1790115158.xml · nonDerivative · entry 2 Walrath Michael · CIK 0001702012 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,002,649 F2 · kind: Shares withheld to satisfy tax liability upon vesting of restricted stock units on September 20, 2026. Read SEC document |
| September 20, 2026 Filed Sep 22, 2026 22:12 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 78,125 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-063093 · wk-form4_1790115158.xml · nonDerivative · entry 1 Walrath Michael · CIK 0001702012 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,042,221 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. Read SEC document |
| June 20, 2026 Filed Jun 23, 2026 00:37 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionPerformance-Based Restricted Stock Unit · Derivative | 566,437 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-044781 · wk-form4_1782175074.xml · derivative · entry 8 Walrath Michael · CIK 0001702012 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 566,437 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. F7 · derivative.exercise_price: Each performance-based restricted stock unit, or PSU, represents a contingent right to receive one share of the Company's common stock. F8 · derivative.exercise_date: A target number of 1,250,000 PSUs could become eligible to vest based on the Company's total shareholder return during each of the following performance periods (each, a "Performance Period") relative to the total shareholder return of companies in the S&P Software and Services Select Index: (i) December 19, 2023 to March 31, 2025; and (ii) December 19, 2023 to March 31, 2026. PSUs that became eligible to vest based on performance for a Performance Period vested on June 20 following the applicable Performance Period, subject to continued service to the Company through the vesting date. The total number of PSUs that became eligible to vest ranged from 0% to 200% of the target number of PSUs. For the second Performance Period, 566,437 PSUs vested on June 20, 2026 based on performance of 90.63% of 625,000 target PSUs, and 58,563 PSUs were forfeited. F8 · derivative.expiration_date: A target number of 1,250,000 PSUs could become eligible to vest based on the Company's total shareholder return during each of the following performance periods (each, a "Performance Period") relative to the total shareholder return of companies in the S&P Software and Services Select Index: (i) December 19, 2023 to March 31, 2025; and (ii) December 19, 2023 to March 31, 2026. PSUs that became eligible to vest based on performance for a Performance Period vested on June 20 following the applicable Performance Period, subject to continued service to the Company through the vesting date. The total number of PSUs that became eligible to vest ranged from 0% to 200% of the target number of PSUs. For the second Performance Period, 566,437 PSUs vested on June 20, 2026 based on performance of 90.63% of 625,000 target PSUs, and 58,563 PSUs were forfeited. Read SEC document |
| June 20, 2026 Filed Jun 23, 2026 00:37 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionRestricted Stock Unit · Derivative | 78,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-044781 · wk-form4_1782175074.xml · derivative · entry 7 Walrath Michael · CIK 0001702012 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 234,375 Underlying: Common Stock · 78,125 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 (the "Company") common stock. F6 · derivative.exercise_date: One-eighth of shares subject to the award vested on June 20, 2025, and vests quarterly thereafter on each September 20, December 20, March 20 and June 20, subject to the reporting person's continued service on each such date, until the award is fully vested on March 20, 2027. F6 · derivative.expiration_date: One-eighth of shares subject to the award vested on June 20, 2025, and vests quarterly thereafter on each September 20, December 20, March 20 and June 20, subject to the reporting person's continued service on each such date, until the award is fully vested on March 20, 2027. Read SEC document |
| June 20, 2026 Filed Jun 23, 2026 00:37 UTC | Yext, Inc. YEXT · Entity 5265 | Tax withholdingCommon Stock | 329,050 | $3.80 | $1,250,390.00 |
DisclosureSEC source: 0001628280-26-044781 · wk-form4_1782175074.xml · nonDerivative · entry 3 Walrath Michael · CIK 0001702012 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,964,096 F2 · kind: Shares withheld to satisfy tax liability upon vesting of restricted stock units on June 20, 2026. Read SEC document |
| June 20, 2026 Filed Jun 23, 2026 00:37 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 566,437 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-044781 · wk-form4_1782175074.xml · nonDerivative · entry 2 Walrath Michael · CIK 0001702012 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,293,146 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 (the "Company") common stock. Read SEC document |
| June 20, 2026 Filed Jun 23, 2026 00:37 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 78,125 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-044781 · wk-form4_1782175074.xml · nonDerivative · entry 1 Walrath Michael · CIK 0001702012 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,726,709 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 (the "Company") common stock. Read SEC document |
| April 16, 2026 Filed Apr 17, 2026 22:31 UTC | Yext, Inc. YEXT · Entity 5265 | GrantPerformance-Based Restricted Stock Unit · Derivative | 625,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-025882 · wk-form4_1776465063.xml · derivative · entry 2 Walrath Michael · CIK 0001702012 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 625,000 Underlying: Common Stock · 625,000 shares Expires not disclosed F1 · derivative.exercise_price: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of common stock of Yext, Inc. (the "Company"). F3 · derivative.exercise_date: A target number of 625,000 PSUs will become eligible to vest based on the Company's total shareholder return during each of the following performance periods (each, a "Performance Period") relative to the total shareholder return of companies in the S&P Software and Services Select Index: (i) March 31, 2026 to March 31, 2027; and (ii) March 31, 2026 to March 31, 2028. PSUs that become eligible to vest based on performance for a Performance Period vest on June 20 following the applicable Performance Period, subject to continued service to the Company through the vesting date. The total number of PSUs that will be eligible to vest range from 0% to 200% of the target number of PSUs. F3 · derivative.expiration_date: A target number of 625,000 PSUs will become eligible to vest based on the Company's total shareholder return during each of the following performance periods (each, a "Performance Period") relative to the total shareholder return of companies in the S&P Software and Services Select Index: (i) March 31, 2026 to March 31, 2027; and (ii) March 31, 2026 to March 31, 2028. PSUs that become eligible to vest based on performance for a Performance Period vest on June 20 following the applicable Performance Period, subject to continued service to the Company through the vesting date. The total number of PSUs that will be eligible to vest range from 0% to 200% of the target number of PSUs. Read SEC document |
| April 16, 2026 Filed Apr 17, 2026 22:31 UTC | Yext, Inc. YEXT · Entity 5265 | GrantPerformance-Based Restricted Stock Unit · Derivative | 625,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-025882 · wk-form4_1776465063.xml · derivative · entry 1 Walrath Michael · CIK 0001702012 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 625,000 Underlying: Common Stock · 625,000 shares Expires not disclosed F1 · derivative.exercise_price: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of common stock of Yext, Inc. (the "Company"). F2 · derivative.exercise_date: A target number of 625,000 PSUs will be eligible to vest based upon achievement of a combination of performance as measured using a measurement in growth of the Company's reported ARR and a "Rule of 40" summation of the percentage growth in the Company's reported ARR and Adjusted EBITDA Margins over two performance periods, fiscal year 2027 and fiscal year 2028. 50% of the total target PSUs will be eligible to be earned in each performance period, and the maximum number of PSUs that may become eligible to vest in connection with achievement in excess of the target shall be no more than 200% of the target number of PSUs. The PSUs that become eligible to vest with respect to a performance period will vest on March 20 following the end of that performance period, subject to reporting person's continued service through that date. F2 · derivative.expiration_date: A target number of 625,000 PSUs will be eligible to vest based upon achievement of a combination of performance as measured using a measurement in growth of the Company's reported ARR and a "Rule of 40" summation of the percentage growth in the Company's reported ARR and Adjusted EBITDA Margins over two performance periods, fiscal year 2027 and fiscal year 2028. 50% of the total target PSUs will be eligible to be earned in each performance period, and the maximum number of PSUs that may become eligible to vest in connection with achievement in excess of the target shall be no more than 200% of the target number of PSUs. The PSUs that become eligible to vest with respect to a performance period will vest on March 20 following the end of that performance period, subject to reporting person's continued service through that date. Read SEC document |
| March 20, 2026 Filed Mar 24, 2026 20:12 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionPerformance-Based Restricted Stock Unit · Derivative | 312,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-020806 · wk-form4_1774383140.xml · derivative · entry 9 Walrath Michael · CIK 0001702012 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 312,500 Underlying: Common Stock · 312,500 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 PSU represents a contingent right to receive one share of the Company's common stock. F2 · derivative.exercise_date: A target of 625,000 performance-based RSUs ("PSUs") become eligible to vest based upon achievement of a combination of performance as measured using a measurement in growth of the Company's reported ARR and a "Rule of 40" summation of the percentage growth in the reported ARR and Adjusted EBITDA Margins over each of fiscal 2026 and fiscal 2027 (each, a "Performance Period"). 50% of the total target PSUs will be eligible to be earned in each Performance Period, and the maximum number of PSUs that may become eligible to vest in connection with achievement in excess of the target shall be no more than 250% of the target PSUs. The PSUs that become eligible to vest with respect to a Performance Period will vest on March 20 following the end of that Performance Period, subject to reporting person's continued service through that date. For the first Performance Period, 367,071 PSUs vested on March 20, 2026 based on achievement of approximately 117.46% performance for 312,500 target PSUs. F2 · derivative.expiration_date: A target of 625,000 performance-based RSUs ("PSUs") become eligible to vest based upon achievement of a combination of performance as measured using a measurement in growth of the Company's reported ARR and a "Rule of 40" summation of the percentage growth in the reported ARR and Adjusted EBITDA Margins over each of fiscal 2026 and fiscal 2027 (each, a "Performance Period"). 50% of the total target PSUs will be eligible to be earned in each Performance Period, and the maximum number of PSUs that may become eligible to vest in connection with achievement in excess of the target shall be no more than 250% of the target PSUs. The PSUs that become eligible to vest with respect to a Performance Period will vest on March 20 following the end of that Performance Period, subject to reporting person's continued service through that date. For the first Performance Period, 367,071 PSUs vested on March 20, 2026 based on achievement of approximately 117.46% performance for 312,500 target PSUs. Read SEC document |
| March 20, 2026 Filed Mar 24, 2026 20:12 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionRestricted Stock Unit · Derivative | 78,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-020806 · wk-form4_1774383140.xml · derivative · entry 8 Walrath Michael · CIK 0001702012 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 312,500 Underlying: Common Stock · 78,125 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 ("RSU") represents a contingent right to receive one share of Yext, Inc.'s (the "Company") common stock. F8 · derivative.exercise_date: One-eighth of shares subject to the award vested on June 20, 2025 and vests quarterly thereafter on each September 20, December 20, March 20 and June 20, subject to the reporting person's continued service on each such date, until the award is fully vested on March 20, 2027. F8 · derivative.expiration_date: One-eighth of shares subject to the award vested on June 20, 2025 and vests quarterly thereafter on each September 20, December 20, March 20 and June 20, subject to the reporting person's continued service on each such date, until the award is fully vested on March 20, 2027. Read SEC document |
| March 20, 2026 Filed Mar 24, 2026 20:12 UTC | Yext, Inc. YEXT · Entity 5265 | Tax withholdingCommon Stock | 211,729 | $4.79 | $1,014,181.91 |
DisclosureSEC source: 0001628280-26-020806 · wk-form4_1774383140.xml · nonDerivative · entry 4 Walrath Michael · CIK 0001702012 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,648,584 F4 · kind: Shares withheld to satisfy tax liability upon vesting of restricted stock units on March 20, 2026. Read SEC document |
| March 20, 2026 Filed Mar 24, 2026 20:12 UTC | Yext, Inc. YEXT · Entity 5265 | GrantCommon Stock | 54,571 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-020806 · wk-form4_1774383140.xml · nonDerivative · entry 3 Walrath Michael · CIK 0001702012 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,860,313 F2 · shares: A target of 625,000 performance-based RSUs ("PSUs") become eligible to vest based upon achievement of a combination of performance as measured using a measurement in growth of the Company's reported ARR and a "Rule of 40" summation of the percentage growth in the reported ARR and Adjusted EBITDA Margins over each of fiscal 2026 and fiscal 2027 (each, a "Performance Period"). 50% of the total target PSUs will be eligible to be earned in each Performance Period, and the maximum number of PSUs that may become eligible to vest in connection with achievement in excess of the target shall be no more than 250% of the target PSUs. The PSUs that become eligible to vest with respect to a Performance Period will vest on March 20 following the end of that Performance Period, subject to reporting person's continued service through that date. For the first Performance Period, 367,071 PSUs vested on March 20, 2026 based on achievement of approximately 117.46% performance for 312,500 target PSUs. F3 · price: Each PSU represents a contingent right to receive one share of the Company's common stock. Read SEC document |
| March 20, 2026 Filed Mar 24, 2026 20:12 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 312,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-020806 · wk-form4_1774383140.xml · nonDerivative · entry 2 Walrath Michael · CIK 0001702012 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,805,742 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 · shares: A target of 625,000 performance-based RSUs ("PSUs") become eligible to vest based upon achievement of a combination of performance as measured using a measurement in growth of the Company's reported ARR and a "Rule of 40" summation of the percentage growth in the reported ARR and Adjusted EBITDA Margins over each of fiscal 2026 and fiscal 2027 (each, a "Performance Period"). 50% of the total target PSUs will be eligible to be earned in each Performance Period, and the maximum number of PSUs that may become eligible to vest in connection with achievement in excess of the target shall be no more than 250% of the target PSUs. The PSUs that become eligible to vest with respect to a Performance Period will vest on March 20 following the end of that Performance Period, subject to reporting person's continued service through that date. For the first Performance Period, 367,071 PSUs vested on March 20, 2026 based on achievement of approximately 117.46% performance for 312,500 target PSUs. F3 · price: Each PSU represents a contingent right to receive one share of the Company's common stock. Read SEC document |
| March 20, 2026 Filed Mar 24, 2026 20:12 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 78,125 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-020806 · wk-form4_1774383140.xml · nonDerivative · entry 1 Walrath Michael · CIK 0001702012 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,493,242 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 ("RSU") represents a contingent right to receive one share of Yext, Inc.'s (the "Company") common stock. Read SEC document |
| December 20, 2025 Filed Dec 22, 2025 21:08 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionRestricted Stock Unit · Derivative | 78,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-058514 · wk-form4_1766437727.xml · derivative · entry 6 Walrath Michael · CIK 0001702012 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 390,625 Underlying: Common Stock · 78,125 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. F6 · derivative.exercise_date: One-eighth of shares subject to the award shall vest on June 20, 2025, and quarterly thereafter on each September 20, December 20, March 20 and June 20, subject to the reporting person's continued service on each such date, until the award is fully vested on March 20, 2027. F6 · derivative.expiration_date: One-eighth of shares subject to the award shall vest on June 20, 2025, and quarterly thereafter on each September 20, December 20, March 20 and June 20, subject to the reporting person's continued service on each such date, until the award is fully vested on March 20, 2027. Read SEC document |
| December 20, 2025 Filed Dec 22, 2025 21:08 UTC | Yext, Inc. YEXT · Entity 5265 | Tax withholdingCommon Stock | 39,883 | $8.33 | $332,225.39 |
DisclosureSEC source: 0001628280-25-058514 · wk-form4_1766437727.xml · nonDerivative · entry 2 Walrath Michael · CIK 0001702012 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,415,117 F2 · kind: Shares withheld to satisfy tax liability upon vesting of restricted stock units on December 20, 2025. Read SEC document |
| December 20, 2025 Filed Dec 22, 2025 21:08 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 78,125 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-058514 · wk-form4_1766437727.xml · nonDerivative · entry 1 Walrath Michael · CIK 0001702012 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,455,000 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 · price: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. Read SEC document |
| September 20, 2025 Filed Sep 22, 2025 23:38 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionRestricted Stock Unit · Derivative | 78,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-042371 · wk-form4_1758584299.xml · derivative · entry 6 Walrath Michael · CIK 0001702012 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 468,750 Underlying: Common Stock · 78,125 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. F6 · derivative.exercise_date: One-eighth of shares subject to the award vested on June 20, 2025, and shall vest quarterly thereafter on each September 20, December 20, March 20 and June 20, subject to the reporting person's continued service on each such date, until the award is fully vested on March 20, 2027. F6 · derivative.expiration_date: One-eighth of shares subject to the award vested on June 20, 2025, and shall vest quarterly thereafter on each September 20, December 20, March 20 and June 20, subject to the reporting person's continued service on each such date, until the award is fully vested on March 20, 2027. Read SEC document |
| September 20, 2025 Filed Sep 22, 2025 23:38 UTC | Yext, Inc. YEXT · Entity 5265 | Tax withholdingCommon Stock | 39,883 | $8.81 | $351,369.23 |
DisclosureSEC source: 0001628280-25-042371 · wk-form4_1758584299.xml · nonDerivative · entry 2 Walrath Michael · CIK 0001702012 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,376,875 F2 · kind: Shares withheld to satisfy tax liability upon vesting of restricted stock units on September 20, 2025. Read SEC document |
| September 20, 2025 Filed Sep 22, 2025 23:38 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 78,125 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-042371 · wk-form4_1758584299.xml · nonDerivative · entry 1 Walrath Michael · CIK 0001702012 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,416,758 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. Read SEC document |
| June 20, 2025 Filed Jun 23, 2025 20:09 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionPerformance-Based Restricted Stock Unit · Derivative | 391,875 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-25-000099 · wk-form4_1750709376.xml · derivative · entry 8 Walrath Michael · CIK 0001702012 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 625,000 Underlying: Common Stock · 391,875 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. F8 · derivative.exercise_price: Each performance-based restricted stock unit, or PSU, represents a contingent right to receive one share of the Company's common stock. F9 · derivative.exercise_date: A target number of 1,250,000 PSUs become eligible to vest based on the Company's total shareholder return ("Company TSR") during each of the following performance periods (each, a "Performance Period") relative to the total shareholder return of companies in the S&P Software and Services Select Index (the "Indexed Companies"): (i) December 19, 2023 to March 31, 2025; and (ii) December 19, 2023 to March 31, 2026. PSUs that become eligible to vest based on performance for a Performance Period vest on June 20 following the applicable Performance Period, subject to continued service to the Company through the vesting date. The total number of PSUs that will be eligible to vest range from 0% to 200% of the target number of PSUs. For the first Performance Period, 391,875 PSUs vested on June 20, 2025 based on performance of 62.70% of 625,000 target PSUs, and 233,125 PSUs were forfeited. F9 · derivative.expiration_date: A target number of 1,250,000 PSUs become eligible to vest based on the Company's total shareholder return ("Company TSR") during each of the following performance periods (each, a "Performance Period") relative to the total shareholder return of companies in the S&P Software and Services Select Index (the "Indexed Companies"): (i) December 19, 2023 to March 31, 2025; and (ii) December 19, 2023 to March 31, 2026. PSUs that become eligible to vest based on performance for a Performance Period vest on June 20 following the applicable Performance Period, subject to continued service to the Company through the vesting date. The total number of PSUs that will be eligible to vest range from 0% to 200% of the target number of PSUs. For the first Performance Period, 391,875 PSUs vested on June 20, 2025 based on performance of 62.70% of 625,000 target PSUs, and 233,125 PSUs were forfeited. Read SEC document |
| June 20, 2025 Filed Jun 23, 2025 20:09 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionRestricted Stock Unit · Derivative | 78,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-25-000099 · wk-form4_1750709376.xml · derivative · entry 7 Walrath Michael · CIK 0001702012 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 546,875 Underlying: Common Stock · 78,125 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 (the "Company") common stock. F7 · derivative.exercise_date: One-eighth of shares subject to the award vested on June 20, 2025, and vests quarterly thereafter on each September 20, December 20, March 20 and June 20, subject to the Reporting Person's continued service on each such date, until the award is fully vested on March 20, 2027. F7 · derivative.expiration_date: One-eighth of shares subject to the award vested on June 20, 2025, and vests quarterly thereafter on each September 20, December 20, March 20 and June 20, subject to the Reporting Person's continued service on each such date, until the award is fully vested on March 20, 2027. Read SEC document |
| June 20, 2025 Filed Jun 23, 2025 20:09 UTC | Yext, Inc. YEXT · Entity 5265 | Tax withholdingCommon Stock | 230,654 | $8.08 | $1,863,684.32 |
DisclosureSEC source: 0001614178-25-000099 · wk-form4_1750709376.xml · nonDerivative · entry 3 Walrath Michael · CIK 0001702012 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,338,633 F3 · kind: Shares withheld to satisfy tax liability upon vesting of restricted stock units on June 20, 2025. Read SEC document |
| June 20, 2025 Filed Jun 23, 2025 20:09 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 391,875 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001614178-25-000099 · wk-form4_1750709376.xml · nonDerivative · entry 2 Walrath Michael · CIK 0001702012 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,569,287 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 (the "Company") common stock. Read SEC document |
| June 20, 2025 Filed Jun 23, 2025 20:09 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 78,125 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001614178-25-000099 · wk-form4_1750709376.xml · nonDerivative · entry 1 Walrath Michael · CIK 0001702012 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,177,412 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 (the "Company") common stock. F2 · balance_after: Includes 2,034,769 shares previously held by a limited liability company over which the Reporting Person has sole voting and dispositive control that were transferred into a brokerage account held directly by the Reporting Person on April 22, 2025. Read SEC document |
| March 12, 2025 Filed Mar 13, 2025 20:09 UTC | Yext, Inc. YEXT · Entity 5265 | GrantPerformance-Based Restricted Stock Unit · Derivative | 625,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-25-000033 · wk-form4_1741896567.xml · derivative · entry 2 Walrath Michael · CIK 0001702012 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 625,000 Underlying: Common Stock · 625,000 shares Expires not disclosed F3 · derivative.exercise_price: Each performance-based restricted stock unit, or PSU, represents a contingent right to receive one share of the Company's common stock. F4 · derivative.exercise_date: The PSUs will be eligible to vest based upon achievement of a combination of performance as measured using a measurement in growth of the Company's reported ARR and a "Rule of 40" summation of the percentage growth in the Company's reported ARR and Adjusted EBITDA Margins over two performance periods, one for fiscal year 2026 and one for fiscal year 2027. 50% of the total target PSUs will be eligible to be earned in each performance period, and the maximum number of PSUs that may become eligible to vest in connection with achievement in excess of the target to be no more than 250% of the target number of PSUs. The PSUs that become eligible to vest with respect to a performance period will vest on March 20 following the end of that performance period, subject to reporting person's continued service through that date. F4 · derivative.expiration_date: The PSUs will be eligible to vest based upon achievement of a combination of performance as measured using a measurement in growth of the Company's reported ARR and a "Rule of 40" summation of the percentage growth in the Company's reported ARR and Adjusted EBITDA Margins over two performance periods, one for fiscal year 2026 and one for fiscal year 2027. 50% of the total target PSUs will be eligible to be earned in each performance period, and the maximum number of PSUs that may become eligible to vest in connection with achievement in excess of the target to be no more than 250% of the target number of PSUs. The PSUs that become eligible to vest with respect to a performance period will vest on March 20 following the end of that performance period, subject to reporting person's continued service through that date. Read SEC document |
| March 12, 2025 Filed Mar 13, 2025 20:09 UTC | Yext, Inc. YEXT · Entity 5265 | GrantRestricted Stock Unit · Derivative | 625,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-25-000033 · wk-form4_1741896567.xml · derivative · entry 1 Walrath Michael · CIK 0001702012 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 625,000 Underlying: Common Stock · 625,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s (the "Company") common stock. F2 · derivative.exercise_date: One-eighth of shares subject to the award shall vest on June 20, 2025, and quarterly thereafter on each September 20, December 20, March 20 and June 20, subject to the reporting person's continued service on each such date, until the award is fully vested on March 20, 2027. F2 · derivative.expiration_date: One-eighth of shares subject to the award shall vest on June 20, 2025, and quarterly thereafter on each September 20, December 20, March 20 and June 20, subject to the reporting person's continued service on each such date, until the award is fully vested on March 20, 2027. Read SEC document |
| December 17, 2024 Filed Dec 17, 2024 21:25 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 29,431 | $6.47 | $190,562.78 |
DisclosureSEC source: 0001614178-24-000150 · wk-form4_1734470733.xml · nonDerivative · entry 2 Walrath Michael · CIK 0001702012 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,064,518 F2 · balance_after: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $6.44 to $6.53, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of common shares sold at each separate price. Read SEC document |
| December 16, 2024 Filed Dec 17, 2024 21:25 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 139,003 | $6.44 | $895,360.02 |
DisclosureSEC source: 0001614178-24-000150 · wk-form4_1734470733.xml · nonDerivative · entry 1 Walrath Michael · CIK 0001702012 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,093,949 F1 · balance_after: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $6.39 to $6.54, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of common shares sold at each separate price. Read SEC document |
| December 13, 2024 Filed Dec 13, 2024 21:49 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 250 | $6.67 | $1,666.50 |
DisclosureSEC source: 0001614178-24-000148 · wk-form4_1734126538.xml · nonDerivative · entry 3 Walrath Michael · CIK 0001702012 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,232,952 F3 · price: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $6.66 to $6.69, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of common shares sold at each separate price. Read SEC document |
| December 12, 2024 Filed Dec 13, 2024 21:49 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 8,242 | $6.88 | $56,714.03 |
DisclosureSEC source: 0001614178-24-000148 · wk-form4_1734126538.xml · nonDerivative · entry 2 Walrath Michael · CIK 0001702012 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,233,202 F2 · price: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $6.80 to $7.01, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of common shares sold at each separate price. Read SEC document |
| December 11, 2024 Filed Dec 13, 2024 21:49 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 123,074 | $7.06 | $868,373.22 |
DisclosureSEC source: 0001614178-24-000148 · wk-form4_1734126538.xml · nonDerivative · entry 1 Walrath Michael · CIK 0001702012 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,241,444 F1 · price: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $7.01 to $7.10, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of common shares sold at each separate price. Read SEC document |
| January 12, 2024 Filed Jan 16, 2024 13:42 UTC | Yext, Inc. YEXT · Entity 5265 | GrantPerformance-Based Restricted Stock Unit · Derivative | 1,250,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-24-000005 · wk-form4_1705412564.xml · derivative · entry 1 Walrath Michael · CIK 0001702012 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,250,000 Underlying: Common Stock · 1,250,000 shares Expires not disclosed F1 · derivative.exercise_price: Each performance-based restricted stock unit, or PSU, represents a contingent right to receive one share of common stock of Yext, Inc. (the "Company"). F2 · derivative.exercise_date: A target number of 1,250,000 PSUs will become eligible to vest based on the Company's total shareholder return ("Company TSR") during each of the following performance periods (each, a "Performance Period") relative to the total shareholder return of companies in the S&P Software and Services Select Index (the "Indexed Companies"): (i) December 19, 2023 to March 31, 2025 ; and (ii) December 19, 2023 to March 31, 2026. PSUs that become eligible to vest based on performance for a Performance Period vest on June 20 following the applicable Performance Period, subject to continued service to the Company through the vesting date. The total number of PSUs that will be eligible to vest range from 0% to 200% of the target number of PSUs. F2 · derivative.expiration_date: A target number of 1,250,000 PSUs will become eligible to vest based on the Company's total shareholder return ("Company TSR") during each of the following performance periods (each, a "Performance Period") relative to the total shareholder return of companies in the S&P Software and Services Select Index (the "Indexed Companies"): (i) December 19, 2023 to March 31, 2025 ; and (ii) December 19, 2023 to March 31, 2026. PSUs that become eligible to vest based on performance for a Performance Period vest on June 20 following the applicable Performance Period, subject to continued service to the Company through the vesting date. The total number of PSUs that will be eligible to vest range from 0% to 200% of the target number of PSUs. Read SEC document |
| March 10, 2022 Filed Mar 10, 2022 21:51 UTC | Yext, Inc. YEXT · Entity 5265 | PurchaseCommon Stock | 50,000 | $5.60 | $280,000.00 |
DisclosureSEC source: 0001104659-22-032480 · tm228856-7_4seq1.xml · nonDerivative · entry 1 Walrath Michael · CIK 0001702012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,350,135 Read SEC document |
| March 08, 2022 Filed Mar 10, 2022 02:18 UTC | Yext, Inc. YEXT · Entity 5265 | GrantPerformance-Based Restricted Stock Unit · Derivative | 2,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-032156 · tm228856-6_4seq1.xml · derivative · entry 1 Walrath Michael · CIK 0001702012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000,000 Underlying: Common Stock · 2,000,000 shares Expires not disclosed F1 · derivative.exercise_price: Each performance-based restricted stock unit, or PSU, represents a contingent right to receive one share of the Company's common stock. F2 · derivative.exercise_date: The shares subject to the PSUs will be eligible to vest following the award's grant date based on the Company's average stock price trading at each of the following milestones: $15, $17, $19 and $21 per share. Once a price threshold is achieved, the portion of the award related to that threshold will vest as to 1/16 quarterly on each June 20, September 20, December 20 and March 20 following March 20, 2022, subject to the executive's continued service on such date. F2 · derivative.expiration_date: The shares subject to the PSUs will be eligible to vest following the award's grant date based on the Company's average stock price trading at each of the following milestones: $15, $17, $19 and $21 per share. Once a price threshold is achieved, the portion of the award related to that threshold will vest as to 1/16 quarterly on each June 20, September 20, December 20 and March 20 following March 20, 2022, subject to the executive's continued service on such date. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 20:32 UTC | Yext, Inc. YEXT · Entity 5265 | GrantCommon Stock | 10,877 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-21-000125 · wf-form4_162335712628090.xml · nonDerivative · entry 1 Walrath Michael · CIK 0001702012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,877 F1 · ownership.direct: 100% of the shares subject to award shall vest on June 8, 2022, subject to the Reporting Person's continued service to the Company on such date. Read SEC document |
| March 09, 2021 Filed Mar 10, 2021 22:03 UTC | Yext, Inc. YEXT · Entity 5265 | GrantCommon Stock | 3,506 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-21-000059 · wf-form4_161541380598985.xml · nonDerivative · entry 1 Walrath Michael · CIK 0001702012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,506 F1 · shares: 100% of the shares subject to award shall vest on March 20, 2022, subject to the Reporting Person's continued service to the Company on such date. F1 · ownership.direct: 100% of the shares subject to award shall vest on March 20, 2022, subject to the Reporting Person's continued service to the Company on such date. Read SEC document |
| February 09, 2021 Filed Feb 9, 2021 22:55 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,892 | $0.00 Strike: $16.49 | $0.00 |
DisclosureSEC source: 0001614178-21-000030 · wf-form4_161291132713947.xml · derivative · entry 15 Walrath Michael · CIK 0001702012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,892 shares Expires 2021-03-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person. F11 · derivative.exercise_date: Shares are immediately exercisable. Read SEC document |
| February 09, 2021 Filed Feb 9, 2021 22:55 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 1,892 | $18.19 | $34,422.67 |
DisclosureSEC source: 0001614178-21-000030 · wf-form4_161291132713947.xml · nonDerivative · entry 6 Walrath Michael · CIK 0001702012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,284,447 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person. F4 · price: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $18.1200 to $18.2500, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of common shares sold at each separate price. Read SEC document |
| February 09, 2021 Filed Feb 9, 2021 22:55 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 1,892 | $16.49 | $31,199.08 |
DisclosureSEC source: 0001614178-21-000030 · wf-form4_161291132713947.xml · nonDerivative · entry 5 Walrath Michael · CIK 0001702012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,286,339 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person. Read SEC document |
| February 08, 2021 Filed Feb 9, 2021 22:55 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionStock Option (Right to Buy) · Derivative | 232,878 | $0.00 Strike: $16.49 | $0.00 |
DisclosureSEC source: 0001614178-21-000030 · wf-form4_161291132713947.xml · derivative · entry 14 Walrath Michael · CIK 0001702012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,892 Underlying: Common Stock · 232,878 shares Expires 2021-03-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person. F11 · derivative.exercise_date: Shares are immediately exercisable. Read SEC document |
| February 08, 2021 Filed Feb 9, 2021 22:55 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 213,665 | $18.23 | $3,895,946.24 |
DisclosureSEC source: 0001614178-21-000030 · wf-form4_161291132713947.xml · nonDerivative · entry 4 Walrath Michael · CIK 0001702012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,284,447 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person. F3 · price: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $18.0000 to $18.6500, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of common shares sold at each separate price. Read SEC document |
| February 08, 2021 Filed Feb 9, 2021 22:55 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 232,878 | $16.49 | $3,840,158.22 |
DisclosureSEC source: 0001614178-21-000030 · wf-form4_161291132713947.xml · nonDerivative · entry 3 Walrath Michael · CIK 0001702012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,498,112 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person. Read SEC document |
| February 05, 2021 Filed Feb 9, 2021 22:55 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionStock Option (Right to Buy) · Derivative | 68,609 | $0.00 Strike: $16.49 | $0.00 |
DisclosureSEC source: 0001614178-21-000030 · wf-form4_161291132713947.xml · derivative · entry 13 Walrath Michael · CIK 0001702012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 234,770 Underlying: Common Stock · 68,609 shares Expires 2021-03-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person. F11 · derivative.exercise_date: Shares are immediately exercisable. Read SEC document |
| February 05, 2021 Filed Feb 9, 2021 22:55 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 62,843 | $18.03 | $1,133,291.81 |
DisclosureSEC source: 0001614178-21-000030 · wf-form4_161291132713947.xml · nonDerivative · entry 2 Walrath Michael · CIK 0001702012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,265,234 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person. F2 · price: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $18.0000 to $18.1300, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of common shares sold at each separate price. Read SEC document |
| February 05, 2021 Filed Feb 9, 2021 22:55 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 68,609 | $16.49 | $1,131,362.41 |
DisclosureSEC source: 0001614178-21-000030 · wf-form4_161291132713947.xml · nonDerivative · entry 1 Walrath Michael · CIK 0001702012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,328,077 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person. Read SEC document |
| February 02, 2021 Filed Feb 3, 2021 22:39 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionStock Option (Right to Buy) · Derivative | 58,879 | $0.00 Strike: $12.37 | $0.00 |
DisclosureSEC source: 0001614178-21-000020 · wf-form4_161239191234490.xml · derivative · entry 12 Walrath Michael · CIK 0001702012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 58,879 shares Expires 2021-03-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person. F10 · derivative.exercise_date: Shares are immediately exercisable. 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.