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Walrath Michael reported acquisition or exercise transactions in this Form 4 filing.
Yext, Inc. director and Chief Executive Officer Michael Walrath reported two compensation grants of performance-based restricted stock units. Each grant covers a target of 625,000 PSUs, and each PSU represents a right to receive one share of Yext common stock.
One 625,000-PSU grant vests based on growth in the company’s reported ARR and a “Rule of 40” combination of ARR growth and Adjusted EBITDA Margins over fiscal years 2027 and 2028, with 0% to 200% of target eligible to vest. The second 625,000-PSU grant vests based on Yext’s total shareholder return versus the S&P Software and Services Select Index over performance periods running from March 31, 2026 through March 31, 2027 and March 31, 2028, also with a 0% to 200% payout range.
Yext, Inc. ownership filing: Lynrock Lake LP, Lynrock Lake Partners LLC and Cynthia Paul report beneficial ownership of 18,188,607 shares of Yext common stock, representing 18.4% as of March 31, 2026. The filing states the share count is based on 123,345,128 shares outstanding as of February 23, 2026, less 24,347,826 shares repurchased pursuant to a tender offer. The shares are held directly by Lynrock Lake Master Fund LP; Lynrock Lake LP serves as investment manager with delegated voting and investment power, and Cynthia Paul may be deemed to exercise those powers as Chief Investment Officer and sole member of the relevant entities.
Yext, Inc. disclosed that investment funds associated with Lead Edge Capital executed open-market sales of a combined 4,948,782 shares of Yext common stock at $5.75 per share on March 23, 2026.
The sales were made by Lead Edge Capital V, LP (1,589,005 shares, leaving 2,518,405 shares), Lead Edge Capital VI, LP (1,535,117 shares, leaving 2,432,999 shares), and Lead Edge Public Fund, LP (1,824,660 shares, leaving 2,891,892 shares), all reported as indirect holdings.
Lead Edge Capital’s related general partner entities and managing members, including Mitchell H. Green, Brian Neider and Nimay Mehta, expressly disclaim beneficial ownership of these securities beyond any pecuniary interest.
Yext Inc: The Vanguard Group filed Amendment No. 7 to a Schedule 13G/A reporting that, after an internal realignment, certain subsidiaries will report disaggregated holdings and that The Vanguard Group beneficially owns 0 shares of Yext common stock, representing 0%. The amendment cites an internal realignment on January 12, 2026 and is signed on 03/27/2026.
Lead Edge Capital filed an amended Schedule 13D updating its ownership in Yext, Inc. after the company’s recent tender offer. The filing shows Lead Edge funds now hold a combined 7,843,296 shares of Yext common stock, representing 7.9% of the 98,997,302 shares outstanding.
Fund V directly holds 2,518,405 shares (about 2.5%), Fund VI holds 2,432,999 shares (about 2.5%), and Lead Edge Public Fund holds 2,891,892 shares (about 2.9%). The amendment reflects sales into Yext’s modified Dutch auction tender, where Fund V, Fund VI and the Public Fund sold 1,589,005, 1,535,117 and 1,824,660 shares, respectively, at $5.75 per share back to the company.
Yext, Inc. Chief Financial Officer Darryl Bond reported multiple equity compensation transactions tied to restricted stock units and performance-based awards on March 20, 2026. Several RSU and PSU awards were exercised or converted into a total of 108,437 shares of common stock at a conversion price of $0.0000 per share, reflecting scheduled vesting rather than open-market purchases.
The filing shows a grant of 5,239 additional shares of common stock as a compensation award, and 58,033 shares withheld at $4.79 per share to satisfy tax liabilities upon vesting. After these transactions, Bond directly owned 735,494 shares of Yext common stock.
Footnotes describe a performance-based award covering a target of 60,000 PSUs over fiscal 2026 and 2027, measured on ARR growth and a Rule of 40 metric combining ARR growth and Adjusted EBITDA margins. For the first performance period, approximately 117.46% performance on a 30,000-target PSU tranche led to 35,239 PSUs vesting on March 20, 2026.
Yext, Inc. General Counsel Shin Ho reported equity compensation activity involving restricted stock units and performance-based units. On March 20, 2026, Ho exercised or converted derivative awards into 57,187 shares of common stock, reflecting vesting of time-based RSUs and performance-based RSUs tied to company metrics.
Footnotes state that 23,493 performance-based RSUs vested for the first performance period based on approximately 117.46% achievement against a 20,000 target. Yext withheld 34,180 shares at $4.79 per share to cover tax obligations upon vesting. After these transactions, Ho directly owned 297,010 shares of Yext common stock.
Yext, Inc. Chief Executive Officer Michael Walrath reported multiple stock-based compensation events on March 20, 2026. He exercised restricted stock units and performance-based restricted stock units to acquire a total of 390,625 shares of common stock at an exercise price of $0.00 per share. He also received a separate grant of 54,571 shares of common stock as compensation. To cover related tax obligations, 211,729 shares of common stock were withheld at $4.79 per share. Following these transactions, Walrath directly held 3,648,584 shares of Yext common stock, in addition to indirect holdings through family trusts.
Yext, Inc. chief accounting officer Allan Tang reported the vesting and conversion of 27,100 restricted stock units into common stock on March 20, 2026. A portion of the resulting shares was then withheld to satisfy tax obligations tied to the vesting event.
Following the tax-withholding disposition of 13,310 shares, Tang reported owning 17,848 shares of common stock directly. The filing also notes that the underlying RSU award continues to vest quarterly through March 20, 2029, contingent on his continued service.
Yext, Inc. filed Amendment No. 4 to its Schedule TO to report the final results of its cash tender offer to purchase up to $140,000,000 in value of common stock at a price not less than $5.75 and not greater than $6.50 per share.
The Offer expired at 5:00 p.m., New York City time, on March 18, 2026. The company attached a press release dated March 20, 2026 as Exhibit (a)(5)(E) reporting the final results.