Yelp Inc SEC Filings

Amara Carmen, Chief People Officer of Yelp Inc. (YELP), reported a change in her beneficial ownership on 08/20/2025. The filing shows 5,187 shares of common stock were disposed at a price of $31.02 to satisfy tax withholding on vested restricted stock units (RSUs). After the withholding disposition, Ms. Carmen beneficially owns 87,066 shares of Yelp common stock.

The Form 4 was signed by an attorney-in-fact on 08/22/2025 and identifies the transaction code as F with an explanatory note that the shares were withheld for tax obligations related to prior RSU grants.

Eaton Sam, Chief Technology Officer of Yelp Inc. (YELP), reported a transaction on 08/20/2025 disposing of 11,091 shares of Yelp common stock at a price of $31.02 per share. After the reported disposition, the filing shows 133,973 shares beneficially owned. The Form 4 indicates the 11,091 shares were withheld to satisfy tax withholding obligations related to the vesting of previously granted restricted stock units (RSUs). The filing was signed by an attorney-in-fact, Vanessa J. Oh, on 08/22/2025.

Yelp Inc. insider sale by COO Nachman Joseph R. The filing reports that on 08/20/2025 Nachman Joseph R., Yelp's Chief Operating Officer, disposed of 9,788 shares of Yelp common stock at a price of $31.02 per share. After the transaction, he beneficially owned 233,668 shares. The filing explains the 9,788 shares were withheld to satisfy tax withholding obligations tied to the vesting of previously granted restricted stock units (RSUs).

The Form 4 is signed by an attorney-in-fact on behalf of the reporting person and documents routine RSU tax withholding rather than a separate open-market sale authorization.

David A. Schwarzbach, Chief Financial Officer of Yelp Inc., reported a sale of company stock related to tax withholding on vested restricted stock units. On 08/20/2025 he disposed of 9,458 shares of Yelp common stock at $31.02 per share to satisfy tax withholding obligations arising from the vesting of RSUs. After the transaction he beneficially owned 190,196 shares, held directly. The Form 4 was signed by an attorney-in-fact on 08/22/2025. The filing identifies the transaction as a routine disposition tied to RSU vesting rather than an open-market strategic trade.

Jeremy Stoppelman, listed as Chief Executive Officer and Director of Yelp Inc. (YELP), reported a Form 4 disclosing a transaction on 08/20/2025. The filing shows 19,515 shares of Yelp common stock were disposed of at a price of $31.02 per share. The report explains these shares were withheld to satisfy tax-withholding obligations related to the vesting of previously granted restricted stock units (RSUs). After the transaction, the filing reports 775,972 shares beneficially owned by Mr. Stoppelman. The Form 4 was signed by an attorney-in-fact on 08/22/2025. The filing contains no additional transactions or derivative positions.

Yelp reported continued revenue and profit growth in the quarter ended June 30, 2025, driven by Services categories and margin improvement.

Net revenue was $370.4 million in the quarter (up 4% year over year) and $728.9 million for the six months (up 6%). Net income attributable to common stockholders was $44.1 million for the quarter and $68.5 million year-to-date. Income from operations rose to $53.3 million from $39.7 million a year earlier, while adjusted EBITDA was reported at $100.5 million for the quarter and $185.4 million year-to-date.

Advertising revenue remained the core business: Services revenue grew 8% to $240.8 million, while Restaurants, Retail & Other declined 5% to $112.9 million. Ad clicks fell 7% while average CPC rose 11%, reflecting fewer clicks but higher price per click. Paying advertising locations totaled 515,000 (down 3%), with Services up 2% and RR&O down 8%. Cash and cash equivalents were $197.7 million, and operating cash flow was $156.0 million for the six months. The company completed the RepairPal acquisition (total consideration ~$80.0 million), which contributed to Services growth, and repurchased $128.4 million of stock year-to-date under a board-authorized $1.95 billion program.

Yelp Inc. (YELP) COO Joseph R. Nachman reported a routine insider sale on 08/06/2025.

The Form 4 shows Nachman sold 7,000 common shares at a weighted-average price of $33.7356, yielding roughly $236 k in gross proceeds. The trade was executed under a pre-arranged Rule 10b5-1 plan adopted 12/02/2024, indicating it was scheduled in advance. After the sale, Nachman still directly owns 243,456 shares, preserving a substantial equity stake and voting interest.

No derivative transactions or changes to executive status were disclosed. The sale represents about 2.8 % of Nachman’s prior direct holdings and does not by itself signal a change in Yelp’s fundamentals. Insider sales can be interpreted as mildly negative sentiment, but the presence of a 10b5-1 plan and the retention of a large position generally moderate that concern.