Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Yext, Inc.YEXT · Entity 5265 | Chief Accounting Officer | 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 | 13,986 |
Ending reported balance
After 2026-09-20 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-20 · Exercise / conversion · Acquired 6,075 · Balance 16,997 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 3,011 · Balance 13,986 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 | 60,750 |
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 6,075 · Balance 60,750 F1: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. F3: 27,100 of these restricted stock units will vest on March 20, 2026, and 6,075 will vest quarterly thereafter on each of June 20, September 20, December 20 and March 20, in each case subject to Reporting Person's continued service on each such date, until the award is fully vested on March 20, 2029. |
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: 27,100 of these restricted stock units will vest on March 20, 2026, and 6,075 will vest quarterly thereafter on each of June 20, September 20, December 20 and March 20, in each case subject to Reporting Person's continued service on each such date, until the award is fully vested on March 20, 2029.
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 |
|---|---|---|---|---|---|---|
| September 20, 2026 Filed Sep 22, 2026 22:12 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionRestricted Stock Unit · Derivative | 6,075 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-063092 · wk-form4_1790115137.xml · derivative · entry 3 Tang Allan · CIK 0002059705 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,750 Underlying: Common Stock · 6,075 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. F3 · derivative.exercise_date: 27,100 of these restricted stock units will vest on March 20, 2026, and 6,075 will vest quarterly thereafter on each of June 20, September 20, December 20 and March 20, in each case subject to Reporting Person's continued service on each such date, until the award is fully vested on March 20, 2029. F3 · derivative.expiration_date: 27,100 of these restricted stock units will vest on March 20, 2026, and 6,075 will vest quarterly thereafter on each of June 20, September 20, December 20 and March 20, in each case subject to Reporting Person's continued service on each such date, until the award is fully vested on March 20, 2029. Read SEC document |
| September 20, 2026 Filed Sep 22, 2026 22:12 UTC | Yext, Inc. YEXT · Entity 5265 | Tax withholdingCommon Stock | 3,011 | $6.14 | $18,487.54 |
DisclosureSEC source: 0001628280-26-063092 · wk-form4_1790115137.xml · nonDerivative · entry 2 Tang Allan · CIK 0002059705 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,986 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 | 6,075 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-063092 · wk-form4_1790115137.xml · nonDerivative · entry 1 Tang Allan · CIK 0002059705 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,997 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 00:36 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionRestricted Stock Unit · Derivative | 6,075 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-044779 · wk-form4_1782175012.xml · derivative · entry 3 Tang Allan · CIK 0002059705 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,825 Underlying: Common Stock · 6,075 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. F3 · derivative.exercise_date: 27,100 of these restricted stock units vested on March 20, 2026, and 6,075 vest quarterly thereafter on each of June 20, September 20, December 20 and March 20, in each case subject to Reporting Person's continued service on each such date, until the award is fully vested on March 20, 2029. F3 · derivative.expiration_date: 27,100 of these restricted stock units vested on March 20, 2026, and 6,075 vest quarterly thereafter on each of June 20, September 20, December 20 and March 20, in each case subject to Reporting Person's continued service on each such date, until the award is fully vested on March 20, 2029. Read SEC document |
| June 20, 2026 Filed Jun 23, 2026 00:36 UTC | Yext, Inc. YEXT · Entity 5265 | Tax withholdingCommon Stock | 3,001 | $3.80 | $11,403.80 |
DisclosureSEC source: 0001628280-26-044779 · wk-form4_1782175012.xml · nonDerivative · entry 2 Tang Allan · CIK 0002059705 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,922 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 00:36 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 6,075 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-044779 · wk-form4_1782175012.xml · nonDerivative · entry 1 Tang Allan · CIK 0002059705 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,923 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 |
| April 16, 2026 Filed Apr 17, 2026 22:32 UTC | Yext, Inc. YEXT · Entity 5265 | GrantPerformance-Based Restricted Stock Unit · Derivative | 91,826 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-025888 · wk-form4_1776465158.xml · derivative · entry 4 Tang Allan · CIK 0002059705 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,826 Underlying: Common Stock · 91,826 shares Expires not disclosed F4 · derivative.exercise_price: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of the Company's common stock. F6 · derivative.exercise_date: 25% of 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: $9, $11, $13 and $15 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 Quarterly Vesting Date following September 20, 2027, subject to the reporting person's continued service on each such date. F6 · derivative.expiration_date: 25% of 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: $9, $11, $13 and $15 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 Quarterly Vesting Date following September 20, 2027, subject to the reporting person's continued service on each such date. Read SEC document |
| April 16, 2026 Filed Apr 17, 2026 22:32 UTC | Yext, Inc. YEXT · Entity 5265 | GrantPerformance-Based Restricted Stock Unit · Derivative | 91,826 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-025888 · wk-form4_1776465158.xml · derivative · entry 3 Tang Allan · CIK 0002059705 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,826 Underlying: Common Stock · 91,826 shares Expires not disclosed F4 · derivative.exercise_price: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of the Company's common stock. F5 · derivative.exercise_date: 25% of 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: $12, $15, $17 and $20 per share. Once a price threshold is achieved, the portion of the award related to that threshold will vest on the next Quarterly Vesting Date, subject to the reporting person's continued service on such date. F5 · derivative.expiration_date: 25% of 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: $12, $15, $17 and $20 per share. Once a price threshold is achieved, the portion of the award related to that threshold will vest on the next Quarterly Vesting Date, subject to the reporting person's continued service on such date. Read SEC document |
| April 16, 2026 Filed Apr 17, 2026 22:32 UTC | Yext, Inc. YEXT · Entity 5265 | GrantRestricted Stock Unit · Derivative | 94,609 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-025888 · wk-form4_1776465158.xml · derivative · entry 2 Tang Allan · CIK 0002059705 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,609 Underlying: Common Stock · 94,609 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock of the Company. F3 · derivative.exercise_date: One-sixteenth of shares subject to the award shall vest on December 20, 2027, and quarterly thereafter on each March 20, June 20, September 20, and December 20 (each, a "Quarterly Vesting Date"), subject to the reporting person's continued service on each such date, until the award is fully vested on September 20, 2031. F3 · derivative.expiration_date: One-sixteenth of shares subject to the award shall vest on December 20, 2027, and quarterly thereafter on each March 20, June 20, September 20, and December 20 (each, a "Quarterly Vesting Date"), subject to the reporting person's continued service on each such date, until the award is fully vested on September 20, 2031. Read SEC document |
| April 15, 2026 Filed Apr 17, 2026 22:32 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 10,000 | $3.62 | $36,161.00 |
DisclosureSEC source: 0001628280-26-025888 · wk-form4_1776465158.xml · nonDerivative · entry 1 Tang Allan · CIK 0002059705 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,848 F1 · price: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $3.60 to $3.635, inclusive. The reporting person will provide, upon request by the staff of the Securities and Exchange Commission, Yext, Inc. (the "Company"), or a security holder of the Company, full information regarding the number of shares sold at each separate price. Read SEC document |
| March 20, 2026 Filed Mar 24, 2026 20:11 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionRestricted Stock Unit · Derivative | 27,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-020805 · wk-form4_1774383088.xml · derivative · entry 3 Tang Allan · CIK 0002059705 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,900 Underlying: Common Stock · 27,100 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: 27,100 of these restricted stock units vested on March 20, 2026, and 6,075 vests quarterly thereafter on each of June 20, September 20, December 20 and March 20, in each case subject to Reporting Person's continued service on each such date, until the award is fully vested on March 20, 2029. F4 · derivative.expiration_date: 27,100 of these restricted stock units vested on March 20, 2026, and 6,075 vests quarterly thereafter on each of June 20, September 20, December 20 and March 20, in each case subject to Reporting Person's continued service on each such date, until the award is fully vested on March 20, 2029. Read SEC document |
| March 20, 2026 Filed Mar 24, 2026 20:11 UTC | Yext, Inc. YEXT · Entity 5265 | Tax withholdingCommon Stock | 13,310 | $4.79 | $63,754.90 |
DisclosureSEC source: 0001628280-26-020805 · wk-form4_1774383088.xml · nonDerivative · entry 2 Tang Allan · CIK 0002059705 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,848 F3 · 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 20:11 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 27,100 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-020805 · wk-form4_1774383088.xml · nonDerivative · entry 1 Tang Allan · CIK 0002059705 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,158 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. F2 · balance_after: Includes 4,058 shares of common stock acquired under the Yext, Inc. 2017 Employee Stock Purchase Plan on September 15, 2025. 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.