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 |
|---|---|---|---|---|---|---|
| February 02, 2021 Filed Feb 3, 2021 22:39 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 57,418 | $17.45 | $1,001,691.46 |
DisclosureSEC source: 0001614178-21-000020 · wf-form4_161239191234490.xml · nonDerivative · entry 4 Walrath Michael · CIK 0001702012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,259,468 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 $17.2500 to $17.6200, 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 02, 2021 Filed Feb 3, 2021 22:39 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 58,879 | $12.37 | $728,333.23 |
DisclosureSEC source: 0001614178-21-000020 · wf-form4_161239191234490.xml · nonDerivative · entry 3 Walrath Michael · CIK 0001702012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,316,886 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 01, 2021 Filed Feb 3, 2021 22:39 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionStock Option (Right to Buy) · Derivative | 244,500 | $0.00 Strike: $12.37 | $0.00 |
DisclosureSEC source: 0001614178-21-000020 · wf-form4_161239191234490.xml · derivative · entry 11 Walrath Michael · CIK 0001702012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,879 Underlying: Common Stock · 244,500 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 |
| February 01, 2021 Filed Feb 3, 2021 22:39 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 177,579 | $17.06 | $3,029,870.66 |
DisclosureSEC source: 0001614178-21-000020 · wf-form4_161239191234490.xml · nonDerivative · entry 2 Walrath Michael · CIK 0001702012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,258,007 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person. F2 · price: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $16.6800 to $17.2600, 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 01, 2021 Filed Feb 3, 2021 22:39 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 244,500 | $12.37 | $3,024,465.00 |
DisclosureSEC source: 0001614178-21-000020 · wf-form4_161239191234490.xml · nonDerivative · entry 1 Walrath Michael · CIK 0001702012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,435,586 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 |
| September 18, 2020 Filed Sep 22, 2020 22:37 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionStock Option (Right to Buy) · Derivative | 303,380 | $8.24 Strike: $8.24 | $2,499,851.20 |
DisclosureSEC source: 0001614178-20-000359 · wf-form4_160081422437061.xml · derivative · entry 10 Walrath Michael · CIK 0001702012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 303,380 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. F7 · derivative.exercise_date: Shares are immediately exercisable. Read SEC document |
| September 18, 2020 Filed Sep 22, 2020 22:37 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionStock Option (Right to Buy) · Derivative | 303,380 | $4.12 Strike: $4.12 | $1,249,925.60 |
DisclosureSEC source: 0001614178-20-000359 · wf-form4_160081422437061.xml · derivative · entry 9 Walrath Michael · CIK 0001702012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 303,380 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. F7 · derivative.exercise_date: Shares are immediately exercisable. Read SEC document |
| September 18, 2020 Filed Sep 22, 2020 22:37 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 303,380 | $8.24 | $2,499,851.20 |
DisclosureSEC source: 0001614178-20-000359 · wf-form4_160081422437061.xml · nonDerivative · entry 2 Walrath Michael · CIK 0001702012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,191,086 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 |
| September 18, 2020 Filed Sep 22, 2020 22:37 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 303,380 | $4.12 | $1,249,925.60 |
DisclosureSEC source: 0001614178-20-000359 · wf-form4_160081422437061.xml · nonDerivative · entry 1 Walrath Michael · CIK 0001702012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 887,706 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 09, 2020 Filed Jun 10, 2020 20:51 UTC | Yext, Inc. YEXT · Entity 5265 | GrantCommon Stock | 11,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-20-000169 · wf-form4_159182225221131.xml · nonDerivative · entry 1 Walrath Michael · CIK 0001702012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,600 F1 · shares: 100% of the shares subject to award shall vest on June 9, 2021, subject to the Reporting Person's continued service to the Company on such date. Read SEC document |
| March 10, 2020 Filed Mar 12, 2020 21:31 UTC | Yext, Inc. YEXT · Entity 5265 | GrantCommon Stock | 4,088 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-20-000061 · wf-form4_158404869289282.xml · nonDerivative · entry 1 Walrath Michael · CIK 0001702012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,088 F1 · shares: 100% of the shares subject to award shall vest on March 20, 2021, subject to the Reporting Person's continued service to the Company on such date. Read SEC document |
| November 19, 2019 Filed Nov 20, 2019 11:52 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionStock Option (Right to Buy) · Derivative | 359,020 | $0.00 Strike: $1.83 | $0.00 |
DisclosureSEC source: 0001614178-19-000447 · wf-form4_157425070929490.xml · derivative · entry 9 Walrath Michael · CIK 0001702012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 359,020 shares Expires 2019-11-24 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. F9 · derivative.exercise_date: Shares are immediately exercisable. Read SEC document |
| November 19, 2019 Filed Nov 20, 2019 11:52 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 359,020 | $1.83 | $657,006.60 |
DisclosureSEC source: 0001614178-19-000447 · wf-form4_157425070929490.xml · nonDerivative · entry 1 Walrath Michael · CIK 0001702012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 573,236 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 · ownership.direct: Includes 85,429 shares held in an account of the Reporting Person and his spouse as joint tenants with rights of survivorship. Read SEC document |
| September 03, 2019 Filed Sep 5, 2019 10:00 UTC | Yext, Inc. YEXT · Entity 5265 | PurchaseCommon Stock | 85,429 | $16.42 | $1,402,325.58 |
DisclosureSEC source: 0001614178-19-000357 · wf-form4_156767763582233.xml · nonDerivative · entry 1 Walrath Michael · CIK 0001702012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,216 F1 · shares: The Reporting Person holds the shares in an account with his spouse as joint tenants with rights of survivorship. F2 · price: Reflects weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $16.2050 to $16.5000, 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 purchased at each separate price. Read SEC document |
| June 13, 2019 Filed Jun 14, 2019 21:12 UTC | Yext, Inc. YEXT · Entity 5265 | GrantCommon Stock | 258 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-19-000237 · wf-form4_156054673677204.xml · nonDerivative · entry 2 Walrath Michael · CIK 0001702012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 258 F2 · shares: 100% of the shares subject to award shall vest on March 20, 2020, subject to the Reporting Person's continued service to the Company on such date. Read SEC document |
| June 13, 2019 Filed Jun 14, 2019 21:12 UTC | Yext, Inc. YEXT · Entity 5265 | GrantCommon Stock | 7,098 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-19-000237 · wf-form4_156054673677204.xml · nonDerivative · entry 1 Walrath Michael · CIK 0001702012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,098 F1 · shares: 100% of the shares subject to award shall vest on June 13, 2020, subject to the Reporting Person's continued service to the Company on such date. Read SEC document |
| March 07, 2019 Filed Mar 12, 2019 22:01 UTC | Yext, Inc. YEXT · Entity 5265 | GrantCommon Stock | 3,734 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-19-000063 · wf-form4_155242809016153.xml · nonDerivative · entry 1 Walrath Michael · CIK 0001702012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,734 F1 · shares: 100% of the shares subject to award shall vest on June 20, 2020, subject to the Reporting Person's continued service to the Company on such date. Read SEC document |
| December 21, 2018 Filed Dec 27, 2018 11:35 UTC | Yext, Inc. YEXT · Entity 5265 | PurchaseCommon Stock | 100,000 | $13.35 | $1,335,000.00 |
DisclosureSEC source: 0001614178-18-000498 · wf-form4_154591049083946.xml · nonDerivative · entry 1 Walrath Michael · CIK 0001702012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,690 Read SEC document |
| December 06, 2018 Filed Dec 7, 2018 02:09 UTC | Yext, Inc. YEXT · Entity 5265 | PurchaseCommon Stock | 32,485 | $15.39 | $499,944.15 |
DisclosureSEC source: 0001614178-18-000472 · wf-form4_154414854789076.xml · nonDerivative · entry 3 Walrath Michael · CIK 0001702012 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 32,485 F5 · price: Reflects a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $15.38 to $15.65, 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 purchased at each separate price. F6 · ownership.nature: Securities are held by a trust the beneficiaries of which are the Reporting Person's children. Read SEC document |
| December 06, 2018 Filed Dec 7, 2018 02:09 UTC | Yext, Inc. YEXT · Entity 5265 | PurchaseCommon Stock | 16,265 | $15.37 | $249,993.05 |
DisclosureSEC source: 0001614178-18-000472 · wf-form4_154414854789076.xml · nonDerivative · entry 2 Walrath Michael · CIK 0001702012 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 16,265 F3 · price: Reflects a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $15.36 to $15.60, 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 purchased at each separate price. F4 · ownership.nature: Securities are held by a trust, separate from the trust referenced in footnote 2, of which the Reporting Person's spouse is the trustee and the beneficiaries of which are certain family members of the Reporting Person. Read SEC document |
| December 06, 2018 Filed Dec 7, 2018 02:09 UTC | Yext, Inc. YEXT · Entity 5265 | PurchaseCommon Stock | 16,237 | $15.40 | $250,049.80 |
DisclosureSEC source: 0001614178-18-000472 · wf-form4_154414854789076.xml · nonDerivative · entry 1 Walrath Michael · CIK 0001702012 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 16,237 F1 · price: Reflects a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $15.39 to $15.61, 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 purchased at each separate price. F2 · ownership.nature: Securities are held by a trust of which the Reporting Person's spouse is the trustee and the beneficiaries of which are certain family members of the Reporting Person. Read SEC document |
| June 12, 2018 Filed Jun 14, 2018 21:07 UTC | Yext, Inc. YEXT · Entity 5265 | GrantCommon Stock | 10,989 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-18-000243 · wf-form4_152901041948231.xml · nonDerivative · entry 1 Walrath Michael · CIK 0001702012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,989 F1 · shares: 100% of the shares subject to award shall vest on June 20, 2019, subject to the Reporting Person's continued service to the Company on such date. Read SEC document |
| March 14, 2018 Filed Mar 16, 2018 21:06 UTC | Yext, Inc. YEXT · Entity 5265 | GrantCommon Stock | 5,108 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-18-000098 · wf-form4_152123435120094.xml · nonDerivative · entry 1 Walrath Michael · CIK 0001702012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,108 F1 · shares: 100% of the shares subject to award shall vest on March 20, 2019, subject to the Reporting Person's continued service to the Company on such date. Read SEC document |
| March 12, 2018 Filed Mar 14, 2018 21:07 UTC | Yext, Inc. YEXT · Entity 5265 | OtherCommon Stock | 1,439,904 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-18-000081 · wf-form4_152106164778711.xml · nonDerivative · entry 1 Walrath Michael · CIK 0001702012 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 2,034,769 F1 · kind: WGI Group, LLC ("WGI") effected a distribution of 3,474,673 shares of common stock of Yext, Inc. to its members for no additional consideration in accordance with the terms of WGI's limited liability company agreement, of which 2,034,769 shares were distributed to a limited liability company over which the Reporting Person has sole voting and dispositive control. F1 · price: WGI Group, LLC ("WGI") effected a distribution of 3,474,673 shares of common stock of Yext, Inc. to its members for no additional consideration in accordance with the terms of WGI's limited liability company agreement, of which 2,034,769 shares were distributed to a limited liability company over which the Reporting Person has sole voting and dispositive control. F1 · balance_after: WGI Group, LLC ("WGI") effected a distribution of 3,474,673 shares of common stock of Yext, Inc. to its members for no additional consideration in accordance with the terms of WGI's limited liability company agreement, of which 2,034,769 shares were distributed to a limited liability company over which the Reporting Person has sole voting and dispositive control. F1 · ownership.nature: WGI Group, LLC ("WGI") effected a distribution of 3,474,673 shares of common stock of Yext, Inc. to its members for no additional consideration in accordance with the terms of WGI's limited liability company agreement, of which 2,034,769 shares were distributed to a limited liability company over which the Reporting Person has sole voting and dispositive control. Read SEC document |
| June 13, 2017 Filed Jun 13, 2017 23:08 UTC | Yext, Inc. YEXT · Entity 5265 | GrantCommon Stock | 12,690 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-039024 · a4.xml · nonDerivative · entry 1 Walrath Michael · CIK 0001702012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,690 F1 · shares: 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 |
| April 19, 2017 Filed Apr 21, 2017 20:12 UTC | Yext, Inc. YEXT · Entity 5265 | ConversionSeries E Preferred Stock · Derivative | 135,928 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-025195 · a4.xml · derivative · entry 4 Walrath Michael · CIK 0001702012 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Common Stock · 135,928 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: Immediately prior to the closing of the Issuer's initial public offering of its Common Stock, each share of Series E Preferred Stock automatically converted into one share of Common Stock. The Series E Preferred Stock had no expiration date. F3 · derivative.exercise_date: Immediately prior to the closing of the Issuer's initial public offering of its Common Stock, each share of Series E Preferred Stock automatically converted into one share of Common Stock. The Series E Preferred Stock had no expiration date. F3 · derivative.expiration_date: Immediately prior to the closing of the Issuer's initial public offering of its Common Stock, each share of Series E Preferred Stock automatically converted into one share of Common Stock. The Series E Preferred Stock had no expiration date. F4 · ownership.nature: Shares are held by WGI Group, LLC. Mr. Walrath has sole voting and dispositive control over such shares held by WGI Group, LLC. Read SEC document |
| April 19, 2017 Filed Apr 21, 2017 20:12 UTC | Yext, Inc. YEXT · Entity 5265 | ConversionSeries D Preferred Stock · Derivative | 1,582,714 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-025195 · a4.xml · derivative · entry 3 Walrath Michael · CIK 0001702012 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Common Stock · 1,582,714 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: Immediately prior to the closing of the Issuer's initial public offering of its Common Stock, each share of Series D Preferred Stock automatically converted into one share of Common Stock. The Series D Preferred Stock had no expiration date. F2 · derivative.exercise_date: Immediately prior to the closing of the Issuer's initial public offering of its Common Stock, each share of Series D Preferred Stock automatically converted into one share of Common Stock. The Series D Preferred Stock had no expiration date. F2 · derivative.expiration_date: Immediately prior to the closing of the Issuer's initial public offering of its Common Stock, each share of Series D Preferred Stock automatically converted into one share of Common Stock. The Series D Preferred Stock had no expiration date. F4 · ownership.nature: Shares are held by WGI Group, LLC. Mr. Walrath has sole voting and dispositive control over such shares held by WGI Group, LLC. Read SEC document |
| April 19, 2017 Filed Apr 21, 2017 20:12 UTC | Yext, Inc. YEXT · Entity 5265 | ConversionSeries C Preferred Stock · Derivative | 607,165 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-025195 · a4.xml · derivative · entry 2 Walrath Michael · CIK 0001702012 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Common Stock · 607,165 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: Immediately prior to the closing of the Issuer's initial public offering of its Common Stock, each share of Series C Preferred Stock automatically converted into one share of Common Stock. The Series C Preferred Stock had no expiration date. F1 · derivative.exercise_date: Immediately prior to the closing of the Issuer's initial public offering of its Common Stock, each share of Series C Preferred Stock automatically converted into one share of Common Stock. The Series C Preferred Stock had no expiration date. F1 · derivative.expiration_date: Immediately prior to the closing of the Issuer's initial public offering of its Common Stock, each share of Series C Preferred Stock automatically converted into one share of Common Stock. The Series C Preferred Stock had no expiration date. F4 · ownership.nature: Shares are held by WGI Group, LLC. Mr. Walrath has sole voting and dispositive control over such shares held by WGI Group, LLC. Read SEC document |
| April 19, 2017 Filed Apr 21, 2017 20:12 UTC | Yext, Inc. YEXT · Entity 5265 | ConversionCommon Stock | 2,325,807 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-17-025195 · a4.xml · nonDerivative · entry 1 Walrath Michael · CIK 0001702012 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 3,474,673 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: Immediately prior to the closing of the Issuer's initial public offering of its Common Stock, each share of Series C Preferred Stock automatically converted into one share of Common Stock. The Series C Preferred Stock had no expiration date. F2 · price: Immediately prior to the closing of the Issuer's initial public offering of its Common Stock, each share of Series D Preferred Stock automatically converted into one share of Common Stock. The Series D Preferred Stock had no expiration date. F3 · price: Immediately prior to the closing of the Issuer's initial public offering of its Common Stock, each share of Series E Preferred Stock automatically converted into one share of Common Stock. The Series E Preferred Stock had no expiration date. F4 · ownership.nature: Shares are held by WGI Group, LLC. Mr. Walrath has sole voting and dispositive control over such shares held by WGI Group, LLC. 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.