Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CITRIX SYSTEMS INCCTXS · Entity 123414 | CVP and GM, Cloud Services | December 28, 2016 | December 29, 2016 |
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.
CITRIX SYSTEMS INC
Report date December 28, 2016 · Filed December 29, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 38,856 |
Reported balance
After 2016-12-28 transaction · row 1
1 source rowRow 1 · 2016-12-28 · Tax withholding · Disposed 1,594 · Balance 38,856 F1: Represents the withholding of shares received upon the vesting of restricted stock units to cover the associated tax obligations. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the withholding of shares received upon the vesting of restricted stock units to cover the associated tax obligations.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Yext, Inc.
Report date June 10, 2026 · Filed June 12, 2026
Section 16 reporting ended · disclosed 2026-06-12. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 460,219 |
Reported balance
After 2026-06-10 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-10 · Exercise / conversion · Acquired 27,131 · Balance 460,219 F1: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s (the "Company") common stock. F2: Includes 21,834 vested but deferred restricted stock units, which were settled on June 10, 2026 upon the expiration of Mr. Lipson's term as director. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-06-10 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-06-10 · Exercise / conversion · Disposed 27,131 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s (the "Company") common stock. F3: 100% of the shares subject to the award was to vest on June 11, 2026, subject to the Reporting Person's continued service to the Company on such date. Mr. Lipson's term as a director of the Company had expired at the 2026 Annual Stockholder Meeting, and he did not stand for re-election. The Company has accelerated the vesting of his unvested RSUs as of immediately prior to the expiration of his term on June 10, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s (the "Company") common stock.
F2: Includes 21,834 vested but deferred restricted stock units, which were settled on June 10, 2026 upon the expiration of Mr. Lipson's term as director.
F3: 100% of the shares subject to the award was to vest on June 11, 2026, subject to the Reporting Person's continued service to the Company on such date. Mr. Lipson's term as a director of the Company had expired at the 2026 Annual Stockholder Meeting, and he did not stand for re-election. The Company has accelerated the vesting of his unvested RSUs as of immediately prior to the expiration of his term on June 10, 2026.
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 |
|---|---|---|---|---|---|---|
| June 10, 2026 Filed Jun 12, 2026 20:31 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionRestricted Stock Unit · Derivative | 27,131 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-042884 · wk-form4_1781296259.xml · derivative · entry 2 Lipson Jesse · CIK 0001661890 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 27,131 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. F3 · derivative.exercise_date: 100% of the shares subject to the award was to vest on June 11, 2026, subject to the Reporting Person's continued service to the Company on such date. Mr. Lipson's term as a director of the Company had expired at the 2026 Annual Stockholder Meeting, and he did not stand for re-election. The Company has accelerated the vesting of his unvested RSUs as of immediately prior to the expiration of his term on June 10, 2026. F3 · derivative.expiration_date: 100% of the shares subject to the award was to vest on June 11, 2026, subject to the Reporting Person's continued service to the Company on such date. Mr. Lipson's term as a director of the Company had expired at the 2026 Annual Stockholder Meeting, and he did not stand for re-election. The Company has accelerated the vesting of his unvested RSUs as of immediately prior to the expiration of his term on June 10, 2026. Read SEC document |
| June 10, 2026 Filed Jun 12, 2026 20:31 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 27,131 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-042884 · wk-form4_1781296259.xml · nonDerivative · entry 1 Lipson Jesse · CIK 0001661890 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 460,219 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 21,834 vested but deferred restricted stock units, which were settled on June 10, 2026 upon the expiration of Mr. Lipson's term as director. Read SEC document |
| June 12, 2025 Filed Jun 12, 2025 22:49 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionRestricted Stock Unit · Derivative | 31,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-25-000093 · wk-form4_1749768568.xml · derivative · entry 3 Lipson Jesse · CIK 0001661890 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 31,250 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: 100% of the shares subject to the award vested on June 12, 2025. F4 · derivative.expiration_date: 100% of the shares subject to the award vested on June 12, 2025. Read SEC document |
| June 12, 2025 Filed Jun 12, 2025 22:49 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 31,250 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001614178-25-000093 · wk-form4_1749768568.xml · nonDerivative · entry 1 Lipson Jesse · CIK 0001661890 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 433,088 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 21,834 deferred stock units. Read SEC document |
| June 11, 2025 Filed Jun 12, 2025 22:49 UTC | Yext, Inc. YEXT · Entity 5265 | GrantRestricted Stock Unit · Derivative | 27,131 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-25-000093 · wk-form4_1749768568.xml · derivative · entry 2 Lipson Jesse · CIK 0001661890 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,131 Underlying: Common Stock · 27,131 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. F3 · derivative.exercise_date: 100% of the shares subject to the award vest on June 11, 2026, subject to the Reporting Person's continued service to the Issuer on such date. F3 · derivative.expiration_date: 100% of the shares subject to the award vest on June 11, 2026, subject to the Reporting Person's continued service to the Issuer on such date. Read SEC document |
| June 13, 2024 Filed Jun 14, 2024 01:08 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionRestricted Stock Unit · Derivative | 20,588 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-24-000071 · wk-form4_1718327292.xml · derivative · entry 3 Lipson Jesse · CIK 0001661890 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,588 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: 100% of the shares subject to the award vest on June 13, 2024, subject to the Reporting Person's continued service to the Issuer on such date. F4 · derivative.expiration_date: 100% of the shares subject to the award vest on June 13, 2024, subject to the Reporting Person's continued service to the Issuer on such date. Read SEC document |
| June 13, 2024 Filed Jun 14, 2024 01:08 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 20,588 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001614178-24-000071 · wk-form4_1718327292.xml · nonDerivative · entry 1 Lipson Jesse · CIK 0001661890 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 401,838 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 21,834 deferred stock units. Read SEC document |
| June 12, 2024 Filed Jun 14, 2024 01:08 UTC | Yext, Inc. YEXT · Entity 5265 | GrantRestricted Stock Unit · Derivative | 31,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-24-000071 · wk-form4_1718327292.xml · derivative · entry 2 Lipson Jesse · CIK 0001661890 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,250 Underlying: Common Stock · 31,250 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. F3 · derivative.exercise_date: 100% of the shares subject to the award vest on June 12, 2025, subject to the Reporting Person's continued service to the Issuer on such date. F3 · derivative.expiration_date: 100% of the shares subject to the award vest on June 12, 2025, subject to the Reporting Person's continued service to the Issuer on such date. Read SEC document |
| June 14, 2023 Filed Jun 15, 2023 20:20 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionRestricted Stock Unit · Derivative | 25,996 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-23-000035 · wk-form4_1686860429.xml · derivative · entry 3 Lipson Jesse · CIK 0001661890 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,996 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: 100% of the shares subject to award shall vest on June 14, 2023, subject to the holder's continued service to the Company on such date F4 · derivative.expiration_date: 100% of the shares subject to award shall vest on June 14, 2023, subject to the holder's continued service to the Company on such date Read SEC document |
| June 14, 2023 Filed Jun 15, 2023 20:20 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 25,996 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001614178-23-000035 · wk-form4_1686860429.xml · nonDerivative · entry 1 Lipson Jesse · CIK 0001661890 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 381,250 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 21,834 deferred stock units. Read SEC document |
| June 13, 2023 Filed Jun 15, 2023 20:20 UTC | Yext, Inc. YEXT · Entity 5265 | GrantRestricted Stock Unit · Derivative | 20,588 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-23-000035 · wk-form4_1686860429.xml · derivative · entry 2 Lipson Jesse · CIK 0001661890 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,588 Underlying: Common Stock · 20,588 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. F3 · derivative.exercise_date: 100% of the shares subject to the award vest on June 13, 2024, subject to the Reporting Person's continued service to the Issuer on such date. F3 · derivative.expiration_date: 100% of the shares subject to the award vest on June 13, 2024, subject to the Reporting Person's continued service to the Issuer on such date. Read SEC document |
| June 14, 2022 Filed Jun 15, 2022 20:31 UTC | Yext, Inc. YEXT · Entity 5265 | GrantRestricted Stock Unit · Derivative | 25,996 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-071474 · tm2218538-2_4seq1.xml · derivative · entry 1 Lipson Jesse · CIK 0001661890 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,996 Underlying: Common Stock · 25,996 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. F2 · derivative.exercise_date: 100% of the shares subject to award shall vest on June 14, 2023, subject to the holder's continued service to the Company on such date F2 · derivative.expiration_date: 100% of the shares subject to award shall vest on June 14, 2023, subject to the holder's continued service to the Company on such date Read SEC document |
| June 08, 2022 Filed Jun 10, 2022 21:57 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionRestricted Stock Unit · Derivative | 10,877 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-070248 · tm2218187-5_4seq1.xml · derivative · entry 2 Lipson Jesse · CIK 0001661890 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,877 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: 100% of the shares subject to award shall vest on June 8, 2022, subject to the holder's continued service to the Company on such date F3 · derivative.expiration_date: 100% of the shares subject to award shall vest on June 8, 2022, subject to the holder's continued service to the Company on such date Read SEC document |
| June 08, 2022 Filed Jun 10, 2022 21:57 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 10,877 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-070248 · tm2218187-5_4seq1.xml · nonDerivative · entry 1 Lipson Jesse · CIK 0001661890 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 355,254 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 21,834 deferred stock units. Read SEC document |
| June 09, 2021 Filed Jun 10, 2021 20:31 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionRestricted Stock Unit · Derivative | 11,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-21-000122 · wf-form4_162335704615587.xml · derivative · entry 3 Lipson Jesse · CIK 0001661890 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,600 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: 100% of the shares subject to award shall vest on June 9, 2021, subject to the holder's continued service to the Company on such date F4 · derivative.expiration_date: 100% of the shares subject to award shall vest on June 9, 2021, subject to the holder's continued service to the Company on such date Read SEC document |
| June 09, 2021 Filed Jun 10, 2021 20:31 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 11,600 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001614178-21-000122 · wf-form4_162335704615587.xml · nonDerivative · entry 1 Lipson Jesse · CIK 0001661890 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 344,377 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 21,834 deferred stock units. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 20:31 UTC | Yext, Inc. YEXT · Entity 5265 | GrantRestricted Stock Unit · Derivative | 10,877 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-21-000122 · wf-form4_162335704615587.xml · derivative · entry 2 Lipson Jesse · CIK 0001661890 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,877 Underlying: Common Stock · 10,877 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. F3 · derivative.exercise_date: 100% of the shares subject to award shall vest on June 8, 2022, subject to the holder's continued service to the Company on such date F3 · derivative.expiration_date: 100% of the shares subject to award shall vest on June 8, 2022, subject to the holder's continued service to the Company on such date Read SEC document |
| June 13, 2020 Filed Jun 16, 2020 21:42 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionRestricted Stock Unit · Derivative | 7,098 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-20-000179 · wf-form4_159234372555018.xml · derivative · entry 2 Lipson Jesse · CIK 0001661890 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,098 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: 100% of the shares subject to award shall vest on June 13, 2020, subject to the holder's continued service to the Company on such date. F3 · derivative.expiration_date: 100% of the shares subject to award shall vest on June 13, 2020, subject to the holder's continued service to the Company on such date. Read SEC document |
| June 13, 2020 Filed Jun 16, 2020 21:42 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 7,098 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001614178-20-000179 · wf-form4_159234372555018.xml · nonDerivative · entry 1 Lipson Jesse · CIK 0001661890 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 332,777 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 21,834 deferred stock units. Read SEC document |
| June 09, 2020 Filed Jun 10, 2020 20:50 UTC | Yext, Inc. YEXT · Entity 5265 | GrantRestricted Stock Unit · Derivative | 11,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-20-000167 · wf-form4_159182220794347.xml · derivative · entry 1 Lipson Jesse · CIK 0001661890 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,600 Underlying: Common Stock · 11,600 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. F2 · derivative.exercise_date: 100% of the shares subject to award shall vest on June 9, 2021, subject to the holder's continued service to the Company on such date. F2 · derivative.expiration_date: 100% of the shares subject to award shall vest on June 9, 2021, subject to the holder's continued service to the Company on such date. Read SEC document |
| June 20, 2019 Filed Jun 21, 2019 21:00 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionRestricted Stock Unit · Derivative | 10,989 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-19-000254 · wf-form4_156115079925860.xml · derivative · entry 2 Lipson Jesse · CIK 0001661890 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,989 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. F4 · derivative.exercise_date: 100% of the shares subject to award shall vest on June 20, 2019, subject to the holder's continued service to the Company on such date. F4 · derivative.expiration_date: 100% of the shares subject to award shall vest on June 20, 2019, subject to the holder's continued service to the Company on such date. Read SEC document |
| June 20, 2019 Filed Jun 21, 2019 21:00 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 10,989 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001614178-19-000254 · wf-form4_156115079925860.xml · nonDerivative · entry 1 Lipson Jesse · CIK 0001661890 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 325,679 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents deferred stock units subject to deferred settlement, pursuant to the reporting person's election, until the earliest of the date the reporting person ceases to serve on the Company's board of directors or a change in control. F2 · price: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. F3 · balance_after: Includes 21,834 deferred stock units. Read SEC document |
| June 13, 2019 Filed Jun 14, 2019 21:11 UTC | Yext, Inc. YEXT · Entity 5265 | GrantRestricted Stock Unit · Derivative | 7,098 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-19-000235 · wf-form4_156054670123403.xml · derivative · entry 1 Lipson Jesse · CIK 0001661890 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,098 Underlying: Common Stock · 7,098 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. F2 · derivative.exercise_date: 100% of the shares subject to award shall vest on June 13, 2020, subject to the holder's continued service to the Company on such date. F2 · derivative.expiration_date: 100% of the shares subject to award shall vest on June 13, 2020, subject to the holder's continued service to the Company on such date. Read SEC document |
| June 20, 2018 Filed Jun 21, 2018 21:02 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionRestricted Stock Unit · Derivative | 10,845 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-18-000260 · wf-form4_152961495991863.xml · derivative · entry 2 Lipson Jesse · CIK 0001661890 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,845 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. F3 · derivative.exercise_date: 100% of the shares subject to award shall vest on June 20, 2018, subject to the holder's continued service to the Company on such date. F3 · derivative.expiration_date: 100% of the shares subject to award shall vest on June 20, 2018, subject to the holder's continued service to the Company on such date. Read SEC document |
| June 20, 2018 Filed Jun 21, 2018 21:02 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 10,845 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001614178-18-000260 · wf-form4_152961495991863.xml · nonDerivative · entry 1 Lipson Jesse · CIK 0001661890 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 314,690 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents deferred stock units subject to deferred settlement, pursuant to the reporting person's election, until the earliest of the date the reporting person ceases to serve on the Company's board of directors or a change in control. F2 · price: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. Read SEC document |
| June 12, 2018 Filed Jun 14, 2018 21:06 UTC | Yext, Inc. YEXT · Entity 5265 | GrantRestricted Stock Unit · Derivative | 10,989 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-18-000241 · wf-form4_152901036533020.xml · derivative · entry 1 Lipson Jesse · CIK 0001661890 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,989 Underlying: Common Stock · 10,989 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. F2 · derivative.exercise_date: 100% of the shares subject to award shall vest on June 20, 2019, subject to the holder's continued service to the Company on such date. F2 · derivative.expiration_date: 100% of the shares subject to award shall vest on June 20, 2019, subject to the holder's continued service to the Company on such date. Read SEC document |
| June 13, 2017 Filed Jun 13, 2017 23:07 UTC | Yext, Inc. YEXT · Entity 5265 | GrantRestricted Stock Unit · Derivative | 10,845 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-039023 · a4.xml · derivative · entry 1 Lipson Jesse · CIK 0001661890 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,845 Underlying: Common Stock · 10,845 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. F2 · derivative.exercise_date: 100% of the shares subject to award shall vest on June 20, 2018, subject to the holder's continued service to the Company on such date. F2 · derivative.expiration_date: 100% of the shares subject to award shall vest on June 20, 2018, subject to the holder's continued service to the Company on such date. Read SEC document |
| December 28, 2016 Filed Dec 29, 2016 13:18 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | Tax withholdingCommon Stock | 1,594 | $90.08 | $143,587.52 |
DisclosureSEC source: 0000877890-16-000366 · wf-form4_148303547080810.xml · nonDerivative · entry 1 Lipson Jesse · CIK 0001661890 · CVP and GM, Cloud Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,856 F1 · shares: Represents the withholding of shares received upon the vesting of restricted stock units to cover the associated tax obligations. Read SEC document |
| December 02, 2016 Filed Dec 5, 2016 09:28 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | Tax withholdingCommon Stock | 383 | $85.62 | $32,792.46 |
DisclosureSEC source: 0000877890-16-000358 · wf-form4_148094808119075.xml · nonDerivative · entry 1 Lipson Jesse · CIK 0001661890 · CVP and GM, Cloud Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,450 F1 · shares: Represents the withholding of shares received upon the vesting of restricted stock units to cover the associated tax obligations. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 09:32 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | Tax withholdingCommon Stock | 524 | $87.28 | $45,734.72 |
DisclosureSEC source: 0000877890-16-000307 · wf-form4_147316876517206.xml · nonDerivative · entry 1 Lipson Jesse · CIK 0001661890 · CVP and GM, Cloud Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,833 F1 · shares: Represents the withholding of shares received upon the vesting of restricted stock units to cover the associated tax obligations. 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.