Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Yext, Inc.YEXT · Entity 5265 | General Counsel | September 20, 2026 | September 22, 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.
Yext, Inc.
Report date September 20, 2026 · Filed September 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 300,790 |
Ending reported balance
After 2026-09-20 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-20 · Exercise / conversion · Acquired 23,125 · Balance 312,394 F1: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. Row 2 · 2026-09-20 · Tax withholding · Disposed 11,604 · Balance 300,790 F2: Shares withheld to satisfy tax liability upon vesting of restricted stock units on September 20, 2026. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 115,625 |
Reported balance
After 2026-09-20 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-09-20 · Exercise / conversion · Disposed 23,125 · Balance 115,625 F1: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. F3: One-eighth of shares subject to the award shall vest on March 20, 2026, and quarterly thereafter on each June 20, September 20, December 20, and March 20, subject to the reporting person's continued service on each such date, until the award is fully vested on December 20, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock.
F2: Shares withheld to satisfy tax liability upon vesting of restricted stock units on September 20, 2026.
F3: One-eighth of shares subject to the award shall vest on March 20, 2026, and quarterly thereafter on each June 20, September 20, December 20, and March 20, subject to the reporting person's continued service on each such date, until the award is fully vested on December 20, 2027.
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 27, 2020 Filed Oct 28, 2020 21:05 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 2,500 | $17.21 | $43,024.00 |
DisclosureSEC source: 0001614178-20-000423 · wf-form4_160391911287362.xml · nonDerivative · entry 1 Shin Ho · CIK 0001569799 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,687 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Reporting Person. F2 · price: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $17.0400 to $17.3500, 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 |
| September 29, 2020 Filed Oct 1, 2020 21:10 UTC | Yext, Inc. YEXT · Entity 5265 | GrantRestricted Stock Unit · Derivative | 150,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-20-000390 · wf-form4_160158662129976.xml · derivative · entry 1 Shin Ho · CIK 0001569799 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,000 Underlying: Common Stock · 150,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. F2 · derivative.exercise_date: One-sixteenth of shares subject to award vests on December 20, 2020 and then quarterly thereafter on each of March 20, June 20, September 20 and December 20, in each case subject to the executive's continued service on each such date, until the award is fully vested on September 20, 2024. F2 · derivative.expiration_date: One-sixteenth of shares subject to award vests on December 20, 2020 and then quarterly thereafter on each of March 20, June 20, September 20 and December 20, in each case subject to the executive's continued service on each such date, until the award is fully vested on September 20, 2024. Read SEC document |
| September 22, 2020 Filed Sep 22, 2020 22:39 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 3,481 | $15.54 | $54,109.36 |
DisclosureSEC source: 0001614178-20-000366 · wf-form4_160081436227165.xml · nonDerivative · entry 4 Shin Ho · CIK 0001569799 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,187 F2 · kind: This transaction was effected pursuant to non-discretionary, sell-to-cover arrangements mandated by the Issuer to fund tax withholding obligations in connection with the vesting of restricted stock units. F3 · price: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $15.3000 to $15.8100, 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 |
| September 20, 2020 Filed Sep 22, 2020 22:39 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionRestricted Stock Unit · Derivative | 1,562 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-20-000366 · wf-form4_160081436227165.xml · derivative · entry 7 Shin Ho · CIK 0001569799 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,188 Underlying: Common Stock · 1,562 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-twelfth of these restricted stock units will vest on September 20, 2020 and then quarterly thereafter on each of December 20, March 20, June 20 and September 20, in each case subject to the executive's continued service on each such date, until such units are fully vested on June 20, 2023. F6 · derivative.expiration_date: One-twelfth of these restricted stock units will vest on September 20, 2020 and then quarterly thereafter on each of December 20, March 20, June 20 and September 20, in each case subject to the executive's continued service on each such date, until such units are fully vested on June 20, 2023. Read SEC document |
| September 20, 2020 Filed Sep 22, 2020 22:39 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionRestricted Stock Unit · Derivative | 1,875 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-20-000366 · wf-form4_160081436227165.xml · derivative · entry 6 Shin Ho · CIK 0001569799 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,125 Underlying: Common Stock · 1,875 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. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. F5 · derivative.exercise_date: One-eighth of these restricted stock units will vest on September 20, 2020 and then quarterly thereafter on each of December 20, March 20, June 20 and September 20, in each case subject to the executive's continued service on each such date, until such units are fully vested on June 20, 2022. F5 · derivative.expiration_date: One-eighth of these restricted stock units will vest on September 20, 2020 and then quarterly thereafter on each of December 20, March 20, June 20 and September 20, in each case subject to the executive's continued service on each such date, until such units are fully vested on June 20, 2022. Read SEC document |
| September 20, 2020 Filed Sep 22, 2020 22:39 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionRestricted Stock Unit · Derivative | 6,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-20-000366 · wf-form4_160081436227165.xml · derivative · entry 5 Shin Ho · CIK 0001569799 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,250 Underlying: Common Stock · 6,250 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. F4 · derivative.exercise_date: One-half of these restricted stock units will vest on each of September 20, 2020 and December 20, 2020 in each case subject to the executive's continued service on each such date. F4 · derivative.expiration_date: One-half of these restricted stock units will vest on each of September 20, 2020 and December 20, 2020 in each case subject to the executive's continued service on each such date. Read SEC document |
| September 20, 2020 Filed Sep 22, 2020 22:39 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 1,562 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001614178-20-000366 · wf-form4_160081436227165.xml · nonDerivative · entry 3 Shin Ho · CIK 0001569799 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,668 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, 2020 Filed Sep 22, 2020 22:39 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 1,875 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001614178-20-000366 · wf-form4_160081436227165.xml · nonDerivative · entry 2 Shin Ho · CIK 0001569799 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,106 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, 2020 Filed Sep 22, 2020 22:39 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 6,250 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001614178-20-000366 · wf-form4_160081436227165.xml · nonDerivative · entry 1 Shin Ho · CIK 0001569799 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,231 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.