Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BOA Acquisition Corp.BOAS · Entity 141769 | Director | February 23, 2021 | March 04, 2021 |
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.
BOA Acquisition Corp.
Report date February 23, 2021 · Filed March 04, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table II · derivative / convertible security | IndirectSee footnote | Not disclosed |
Reported balance
Holding disclosure · report date 2021-02-23 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: As described in the registrant's registration statement on Form S-1 (File No. 333-252739) under the heading "Description of Securities--Founder Shares", the shares of Class B common stock will automatically convert into shares of Class A common stock at the time of the registrant's initial business combination on a one-for-one basis subject to certain adjustments and have no expiration date. F3: The reporting person also has an indirect pecuniary interest in shares of Class B common stock of the registrant through his management of DPOY, LLC which holds a membership interest in Bet on America LLC (the "Sponsor"), over which the reporting person does not have voting or dispositive control. F2: DPOY, LLC is controlled by the reporting person. Pursuant to Rule 16a-1(a)(4) under the Exchange Act, this filing shall not be deemed an admission that the reporting person is, for purposes of Section 16 of the Exchange Act or otherwise, the beneficial owner of any equity securities in excess of its respective pecuniary interest. |
Filing footnotes · ownership attribution and instrument terms
F1: As described in the registrant's registration statement on Form S-1 (File No. 333-252739) under the heading "Description of Securities--Founder Shares", the shares of Class B common stock will automatically convert into shares of Class A common stock at the time of the registrant's initial business combination on a one-for-one basis subject to certain adjustments and have no expiration date.
F2: DPOY, LLC is controlled by the reporting person. Pursuant to Rule 16a-1(a)(4) under the Exchange Act, this filing shall not be deemed an admission that the reporting person is, for purposes of Section 16 of the Exchange Act or otherwise, the beneficial owner of any equity securities in excess of its respective pecuniary interest.
F3: The reporting person also has an indirect pecuniary interest in shares of Class B common stock of the registrant through his management of DPOY, LLC which holds a membership interest in Bet on America LLC (the "Sponsor"), over which the reporting person does not have voting or dispositive control.
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 12, 2024 · Filed June 14, 2024
Section 16 reporting ended · disclosed 2024-06-14. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 80,491 |
Reported balance
After 2024-06-12 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-06-12 · Exercise / conversion · Acquired 7,252 · Balance 80,491 F1: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. F2: Includes 25,996 vested but deferred restricted stock units, which were settled on June 12, 2024 upon the expiration of Mr. Battier's term as director and 20,588 shares of restricted stock which were to fully vest on June 13, 2024, subject to Mr. Battier's continued service to the Company on such date. Mr. Battier's term as a director of the Company had expired at the 2024 Annual Stockholder Meeting, and he did not stand for re-election. The Company has accelerated the vesting of his unvested shares of restricted stock as of immediately prior to the expiration of his term on June 12, 2024. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-06-12 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-06-12 · Exercise / conversion · Disposed 7,252 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. F4: One-third of the shares subject to award vested on June 30, 2022, and then annually thereafter on each June 30, subject to the holder's continued service to the Company on such date until the award was to fully vest on June 30, 2024. Mr. Battier's term as a director of the Company had expired at the 2024 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 12, 2024. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 16,500 |
Reported balance
Holding disclosure · report date 2024-06-12 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 16,500 F3: Securities held by DPOY, LLC, a limited liability company controlled by the Reporting Person. |
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: Includes 25,996 vested but deferred restricted stock units, which were settled on June 12, 2024 upon the expiration of Mr. Battier's term as director and 20,588 shares of restricted stock which were to fully vest on June 13, 2024, subject to Mr. Battier's continued service to the Company on such date. Mr. Battier's term as a director of the Company had expired at the 2024 Annual Stockholder Meeting, and he did not stand for re-election. The Company has accelerated the vesting of his unvested shares of restricted stock as of immediately prior to the expiration of his term on June 12, 2024.
F3: Securities held by DPOY, LLC, a limited liability company controlled by the Reporting Person.
F4: One-third of the shares subject to award vested on June 30, 2022, and then annually thereafter on each June 30, subject to the holder's continued service to the Company on such date until the award was to fully vest on June 30, 2024. Mr. Battier's term as a director of the Company had expired at the 2024 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 12, 2024.
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 12, 2024 Filed Jun 14, 2024 01:01 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionRestricted Stock Unit · Derivative | 7,252 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-24-000060 · wk-form4_1718326903.xml · derivative · entry 3 Battier Shane · CIK 0001848105 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,252 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-third of the shares subject to award vested on June 30, 2022, and then annually thereafter on each June 30, subject to the holder's continued service to the Company on such date until the award was to fully vest on June 30, 2024. Mr. Battier's term as a director of the Company had expired at the 2024 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 12, 2024. F4 · derivative.expiration_date: One-third of the shares subject to award vested on June 30, 2022, and then annually thereafter on each June 30, subject to the holder's continued service to the Company on such date until the award was to fully vest on June 30, 2024. Mr. Battier's term as a director of the Company had expired at the 2024 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 12, 2024. Read SEC document |
| June 12, 2024 Filed Jun 14, 2024 01:01 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 7,252 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001614178-24-000060 · wk-form4_1718326903.xml · nonDerivative · entry 1 Battier Shane · CIK 0001848105 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,491 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 25,996 vested but deferred restricted stock units, which were settled on June 12, 2024 upon the expiration of Mr. Battier's term as director and 20,588 shares of restricted stock which were to fully vest on June 13, 2024, subject to Mr. Battier's continued service to the Company on such date. Mr. Battier's term as a director of the Company had expired at the 2024 Annual Stockholder Meeting, and he did not stand for re-election. The Company has accelerated the vesting of his unvested shares of restricted stock as of immediately prior to the expiration of his term on June 12, 2024. Read SEC document |
| March 04, 2024 Filed Mar 6, 2024 23:18 UTC | Yext, Inc. YEXT · Entity 5265 | GrantCommon Stock | 6,703 | $5.93 | $39,748.79 |
DisclosureSEC source: 0001614178-24-000018 · wk-form4_1709767094.xml · nonDerivative · entry 1 Battier Shane · CIK 0001848105 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,239 F1 · shares: 100% of the shares subject to the award vest on March 20, 2025, subject to Reporting Person's continued service to Issuer on such date. F2 · balance_after: Includes 5,450 shares of restricted stock that vest on March 20, 2024 and 20,588 shares of restricted stock that vest on June 13, 2024, in each case subject to Reporting Person's continued service to Issuer on each respective date. Read SEC document |
| June 30, 2023 Filed Jun 30, 2023 20:17 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionRestricted Stock Unit · Derivative | 7,251 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-23-000059 · wk-form4_1688156239.xml · derivative · entry 3 Battier Shane · CIK 0001848105 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,252 Underlying: Common Stock · 7,251 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-third of the shares subject to award vested on June 30, 2022, and then annually thereafter on each June 30, subject to the holder's continued service to the Company on such date until the award is fully vested on June 30, 2024. F4 · derivative.expiration_date: One-third of the shares subject to award vested on June 30, 2022, and then annually thereafter on each June 30, subject to the holder's continued service to the Company on such date until the award is fully vested on June 30, 2024. Read SEC document |
| June 30, 2023 Filed Jun 30, 2023 20:17 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 7,251 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001614178-23-000059 · wk-form4_1688156239.xml · nonDerivative · entry 1 Battier Shane · CIK 0001848105 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,536 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 · ownership.direct: Includes 5,450 shares of restricted stock that vest on March 20, 2024 and 20,588 shares of restricted stock that vest on June 13, 2024, subject to Reporting Person's continued service to Issuer on each respective date. Read SEC document |
| June 14, 2023 Filed Jun 15, 2023 20:33 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionRestricted Stock Unit · Derivative | 25,996 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-23-000039 · wk-form4_1686861199.xml · derivative · entry 4 Battier Shane · CIK 0001848105 · 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. F3 · 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: 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. F5 · 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 20:33 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 25,996 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001614178-23-000039 · wk-form4_1686861199.xml · nonDerivative · entry 2 Battier Shane · CIK 0001848105 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,285 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 · price: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. Read SEC document |
| June 13, 2023 Filed Jun 15, 2023 20:33 UTC | Yext, Inc. YEXT · Entity 5265 | GrantCommon Stock | 20,588 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-23-000039 · wk-form4_1686861199.xml · nonDerivative · entry 1 Battier Shane · CIK 0001848105 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,289 F1 · shares: 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. F2 · balance_after: Includes 5,450 shares of restricted stock, which vest on March 20, 2024, subject to Reporting Person's continued service to Issuer on such date. Read SEC document |
| March 08, 2023 Filed Mar 10, 2023 21:55 UTC | Yext, Inc. YEXT · Entity 5265 | GrantCommon Stock | 5,450 | $6.88 | $37,496.00 |
DisclosureSEC source: 0001104659-23-031243 · tm239167-1_4seq1.xml · nonDerivative · entry 1 Battier Shane · CIK 0001848105 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,701 F1 · shares: 100% of the shares subject to the award vest on March 20, 2024, subject to the Reporting Person's continued service to the Issuer on such date. Read SEC document |
| June 30, 2022 Filed Jun 30, 2022 20:30 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionRestricted Stock Unit · Derivative | 7,251 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-076320 · tm2220176-1_4seq1.xml · derivative · entry 3 Battier Shane · CIK 0001848105 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,503 Underlying: Common Stock · 7,251 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: One-third of the shares subject to award shall vest on June 30, 2022, and then annually thereafter on each June 30, subject to the holder's continued service to the Company on such date until the award is fully vested on June 30, 2024. F3 · derivative.expiration_date: One-third of the shares subject to award shall vest on June 30, 2022, and then annually thereafter on each June 30, subject to the holder's continued service to the Company on such date until the award is fully vested on June 30, 2024. Read SEC document |
| June 30, 2022 Filed Jun 30, 2022 20:30 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 7,251 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-076320 · tm2220176-1_4seq1.xml · nonDerivative · entry 1 Battier Shane · CIK 0001848105 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,251 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 14, 2022 Filed Jun 15, 2022 20:30 UTC | Yext, Inc. YEXT · Entity 5265 | GrantRestricted Stock Unit · Derivative | 25,996 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-071470 · tm2218538-1_4seq1.xml · derivative · entry 1 Battier Shane · CIK 0001848105 · 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 |
| March 11, 2022 Filed Mar 14, 2022 11:35 UTC | Yext, Inc. YEXT · Entity 5265 | PurchaseCommon Stock | 16,500 | $6.13 | $101,224.20 |
DisclosureSEC source: 0001104659-22-033102 · tm228856-12_4seq1.xml · nonDerivative · entry 1 Battier Shane · CIK 0001848105 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 16,500 F1 · price: Reflects weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $6.13 to $6.145, 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 held by DPOY, LLC, a limited liability company controlled by the Reporting Person. Read SEC document |
| June 30, 2021 Filed Jun 30, 2021 20:37 UTC | Yext, Inc. YEXT · Entity 5265 | GrantRestricted Stock Unit · Derivative | 21,754 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-21-000163 · wf-form4_162508542971708.xml · derivative · entry 1 Battier Shane · CIK 0001848105 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,754 Underlying: Common Stock · 21,754 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-third of the shares subject to award shall vest on June 30, 2022, and then annually thereafter on each June 30, subject to the holder's continued service to the Company on such date until the award is fully vested on June 30, 2024. F2 · derivative.expiration_date: One-third of the shares subject to award shall vest on June 30, 2022, and then annually thereafter on each June 30, subject to the holder's continued service to the Company on such date until the award is fully vested on June 30, 2024. 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.