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ZoomInfo Technologies Inc.

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Tapewire entity
1794
SEC CIK
0001794515
Parsed reports
1,009

Last 12 months

Inside the activity.

1 purchase rows · 23 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202502
Dec 202503
Jan 202600
Feb 202601
Mar 202602
Apr 202602
May 202611
Jun 202602
Jul 202602
Aug 202603
Sep 202602
Oct 202603

Latest available

Insider transactions

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Purchases/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 dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
November 01, 2024 Filed Nov 5, 2024 21:22 UTC
O'Brien Michael GrahamChief Financial Officer
Tax withholdingCommon Stock 514 $11.05 $5,679.70
Disclosure

SEC source: 0001794515-24-000173 · wk-form4_1730841769.xml · nonDerivative · entry 3

O'Brien Michael Graham · CIK 0002034804 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,458

F3 · kind: Reflects shares withheld to cover the Reporting Person's tax liability in connection with the vesting of the HSKB Phantom Units reported herein.

Read SEC document
November 01, 2024 Filed Nov 5, 2024 21:22 UTC
O'Brien Michael GrahamChief Financial Officer
Exercise / conversionCommon Stock 13,875 Not disclosed Not disclosed
Disclosure

SEC source: 0001794515-24-000173 · wk-form4_1730841769.xml · nonDerivative · entry 2

O'Brien Michael Graham · CIK 0002034804 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,972

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 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock.

F2 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
November 01, 2024 Filed Nov 5, 2024 21:22 UTC
O'Brien Michael GrahamChief Financial Officer
Exercise / conversionCommon Stock 1,542 Not disclosed Not disclosed
Disclosure

SEC source: 0001794515-24-000173 · wk-form4_1730841769.xml · nonDerivative · entry 1

O'Brien Michael Graham · CIK 0002034804 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,097

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 · kind: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting settled into shares of Common Stock on a one-for-one basis.

F1 · price: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting settled into shares of Common Stock on a one-for-one basis.

Read SEC document
October 01, 2024 Filed Oct 3, 2024 20:27 UTC OtherCommon Stock 11,922 $0.00 $0.00
Disclosure

SEC source: 0001794515-24-000168 · wk-form4_1727987215.xml · nonDerivative · entry 1

HSKB Funds II, LLC · CIK 0001834202 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 777,783

F1 · kind: Reflects a distribution of Common Stock of ZoomInfo Technologies Inc. ("ZoomInfo") to one or more employees of ZoomInfo and its subsidiaries.

Read SEC document
October 01, 2024 Filed Oct 3, 2024 20:27 UTC
O'Brien Michael GrahamChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 223 $0.00 $0.00
Disclosure

SEC source: 0001794515-24-000169 · wk-form4_1727987225.xml · derivative · entry 7

O'Brien Michael Graham · CIK 0002034804 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,233

Underlying: Common Stock · 223 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 the Issuer's Common Stock.

F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock.

F5 · derivative.exercise_date: The Reporting Person received an original grant of restricted stock units on March 23, 2023, which vest in equal quarterly installments during the 30 months following October 1, 2024.

F5 · derivative.expiration_date: The Reporting Person received an original grant of restricted stock units on March 23, 2023, which vest in equal quarterly installments during the 30 months following October 1, 2024.

Read SEC document
October 01, 2024 Filed Oct 3, 2024 20:27 UTC
O'Brien Michael GrahamChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 3,057 $0.00 $0.00
Disclosure

SEC source: 0001794515-24-000169 · wk-form4_1727987225.xml · derivative · entry 6

O'Brien Michael Graham · CIK 0002034804 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,174

Underlying: Common Stock · 3,057 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 the Issuer's Common Stock.

F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock.

F4 · derivative.exercise_date: The Reporting Person received an original grant of restricted stock units on October 25, 2023, which vest in equal quarterly installments during the 36 months following October 1, 2024.

F4 · derivative.expiration_date: The Reporting Person received an original grant of restricted stock units on October 25, 2023, which vest in equal quarterly installments during the 36 months following October 1, 2024.

Read SEC document
October 01, 2024 Filed Oct 3, 2024 20:27 UTC
O'Brien Michael GrahamChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 1,555 $0.00 $0.00
Disclosure

SEC source: 0001794515-24-000169 · wk-form4_1727987225.xml · derivative · entry 5

O'Brien Michael Graham · CIK 0002034804 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,993

Underlying: Common Stock · 1,555 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 the Issuer's Common Stock.

F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock.

F3 · derivative.exercise_date: The Reporting Person received an original grant of restricted stock units on December 30, 2022, which vest in equal quarterly installments during the 27 months following October 1, 2024.

F3 · derivative.expiration_date: The Reporting Person received an original grant of restricted stock units on December 30, 2022, which vest in equal quarterly installments during the 27 months following October 1, 2024.

Read SEC document
October 01, 2024 Filed Oct 3, 2024 20:27 UTC
O'Brien Michael GrahamChief Financial Officer
Tax withholdingCommon Stock 1,611 $10.32 $16,625.52
Disclosure

SEC source: 0001794515-24-000169 · wk-form4_1727987225.xml · nonDerivative · entry 4

O'Brien Michael Graham · CIK 0002034804 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,555

F2 · kind: Reflects shares withheld to cover the Reporting Person's tax liability in connection with the vesting of the restricted stock units reported herein.

Read SEC document
October 01, 2024 Filed Oct 3, 2024 20:27 UTC
O'Brien Michael GrahamChief Financial Officer
Exercise / conversionCommon Stock 223 Not disclosed Not disclosed
Disclosure

SEC source: 0001794515-24-000169 · wk-form4_1727987225.xml · nonDerivative · entry 3

O'Brien Michael Graham · CIK 0002034804 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,166

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 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock.

F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
October 01, 2024 Filed Oct 3, 2024 20:27 UTC
O'Brien Michael GrahamChief Financial Officer
Exercise / conversionCommon Stock 3,057 Not disclosed Not disclosed
Disclosure

SEC source: 0001794515-24-000169 · wk-form4_1727987225.xml · nonDerivative · entry 2

O'Brien Michael Graham · CIK 0002034804 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,943

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 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock.

F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
October 01, 2024 Filed Oct 3, 2024 20:27 UTC
O'Brien Michael GrahamChief Financial Officer
Exercise / conversionCommon Stock 1,555 Not disclosed Not disclosed
Disclosure

SEC source: 0001794515-24-000169 · wk-form4_1727987225.xml · nonDerivative · entry 1

O'Brien Michael Graham · CIK 0002034804 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,886

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 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock.

F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
September 10, 2024 Filed Sep 12, 2024 20:10 UTC
O'Brien Michael GrahamChief Financial Officer
GrantRestricted Stock Units · Derivative 29,400 $0.00 $0.00
Disclosure

SEC source: 0001794515-24-000165 · wk-form4_1726171818.xml · derivative · entry 2

O'Brien Michael Graham · CIK 0002034804 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,400

Underlying: Common Stock · 29,400 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock.

F3 · derivative.exercise_date: The Reporting Person received an original grant of 29,400 restricted stock units, which vests in its entirety on the date that is 12 months from the date on which a permanent Chief Financial Officer is employed by the Issuer.

F3 · derivative.expiration_date: The Reporting Person received an original grant of 29,400 restricted stock units, which vests in its entirety on the date that is 12 months from the date on which a permanent Chief Financial Officer is employed by the Issuer.

Read SEC document
September 10, 2024 Filed Sep 12, 2024 20:10 UTC
O'Brien Michael GrahamChief Financial Officer
GrantRestricted Stock Units · Derivative 125,000 $0.00 $0.00
Disclosure

SEC source: 0001794515-24-000165 · wk-form4_1726171818.xml · derivative · entry 1

O'Brien Michael Graham · CIK 0002034804 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 125,000

Underlying: Common Stock · 125,000 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock.

F2 · derivative.exercise_date: The Reporting Person received an original grant of 125,000 restricted stock units, which vests as follows: (a) 25% on October 1, 2025; and (b) the remainder of the award in equal quarterly installments during the 36 months following October 1, 2025.

F2 · derivative.expiration_date: The Reporting Person received an original grant of 125,000 restricted stock units, which vests as follows: (a) 25% on October 1, 2025; and (b) the remainder of the award in equal quarterly installments during the 36 months following October 1, 2025.

Read SEC document
September 06, 2024 Filed Sep 10, 2024 20:18 UTC
Dasdan AliChief Technology Officer
SaleCommon Stock 4,898 $9.63 $47,184.39
Disclosure

SEC source: 0001794515-24-000160 · wk-form4_1725999525.xml · nonDerivative · entry 1

Dasdan Ali · CIK 0001963980 · Chief Technology Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 103,963

F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $9.54 to $9.93, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

Read SEC document
September 01, 2024 Filed Sep 5, 2024 12:39 UTC OtherCommon Stock 19,506 $0.00 $0.00
Disclosure

SEC source: 0001794515-24-000154 · wk-form4_1725539971.xml · nonDerivative · entry 1

HSKB Funds II, LLC · CIK 0001834202 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 789,705

F1 · kind: Reflects a distribution of Common Stock of ZoomInfo Technologies Inc. ("ZoomInfo") to one or more employees of ZoomInfo and its subsidiaries.

Read SEC document
September 01, 2024 Filed Sep 5, 2024 08:39 UTC
Hyzer Peter CameronChief Financial Officer
Exercise / conversionHSKB Phantom Units · Derivative 688 $0.00 $0.00
Disclosure

SEC source: 0001794515-24-000153 · wk-form4_1725539960.xml · derivative · entry 6

Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,505

Underlying: Common Stock · 688 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: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting settled into shares of Common Stock on a one-for-one basis.

F3 · kind: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting settled into shares of Common Stock on a one-for-one basis.

F7 · derivative.exercise_date: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that, upon vesting, will settle in cash or into shares of Common Stock, or a combination thereof at the Issuer's discretion. These HSKB Phantom Units vest as follows: (a) 25% of such HSKB Phantom Units on September 1, 2023; and (b) the remaining 75% of such HSKB Phantom Units in equal quarterly installments over the three-year period following September 1, 2023, in each case, subject to a continued service relationship through such vesting dates, subject to potential accelerated vesting upon certain change in control events.

F7 · derivative.expiration_date: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that, upon vesting, will settle in cash or into shares of Common Stock, or a combination thereof at the Issuer's discretion. These HSKB Phantom Units vest as follows: (a) 25% of such HSKB Phantom Units on September 1, 2023; and (b) the remaining 75% of such HSKB Phantom Units in equal quarterly installments over the three-year period following September 1, 2023, in each case, subject to a continued service relationship through such vesting dates, subject to potential accelerated vesting upon certain change in control events.

Read SEC document
September 01, 2024 Filed Sep 5, 2024 08:39 UTC
Hyzer Peter CameronChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 8,571 $0.00 $0.00
Disclosure

SEC source: 0001794515-24-000153 · wk-form4_1725539960.xml · derivative · entry 5

Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,427

Underlying: Common Stock · 8,571 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 the Issuer's Common Stock.

F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock.

F6 · derivative.exercise_date: The Reporting Person received an original grant of 137,137 restricted stock units, which vest as follows: (a) 25% on March 1, 2023; and (b) the remaining 75% in equal quarterly installments during the 36 months following March 1, 2023.

F6 · derivative.expiration_date: The Reporting Person received an original grant of 137,137 restricted stock units, which vest as follows: (a) 25% on March 1, 2023; and (b) the remaining 75% in equal quarterly installments during the 36 months following March 1, 2023.

Read SEC document
September 01, 2024 Filed Sep 5, 2024 08:39 UTC
Hyzer Peter CameronChief Financial Officer
Tax withholdingCommon Stock 275 $9.89 $2,719.75
Disclosure

SEC source: 0001794515-24-000153 · wk-form4_1725539960.xml · nonDerivative · entry 4

Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,323,443

F5 · kind: Reflects shares withheld to cover the Reporting Person's tax liability in connection with the vesting of the HSKB Phantom Units reported herein.

Read SEC document
September 01, 2024 Filed Sep 5, 2024 08:39 UTC
Hyzer Peter CameronChief Financial Officer
Tax withholdingCommon Stock 3,423 $9.89 $33,853.47
Disclosure

SEC source: 0001794515-24-000153 · wk-form4_1725539960.xml · nonDerivative · entry 3

Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,323,718

F4 · kind: Reflects shares withheld to cover the Reporting Person's tax liability in connection with the vesting of the restricted stock units reported herein.

Read SEC document
September 01, 2024 Filed Sep 5, 2024 08:39 UTC
Hyzer Peter CameronChief Financial Officer
Exercise / conversionCommon Stock 688 Not disclosed Not disclosed
Disclosure

SEC source: 0001794515-24-000153 · wk-form4_1725539960.xml · nonDerivative · entry 2

Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,327,141

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 · kind: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting settled into shares of Common Stock on a one-for-one basis.

F3 · price: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting settled into shares of Common Stock on a one-for-one basis.

Read SEC document
September 01, 2024 Filed Sep 5, 2024 08:39 UTC
Hyzer Peter CameronChief Financial Officer
Exercise / conversionCommon Stock 8,571 Not disclosed Not disclosed
Disclosure

SEC source: 0001794515-24-000153 · wk-form4_1725539960.xml · nonDerivative · entry 1

Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,326,453

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 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock.

F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock.

F2 · balance_after: Includes shares acquired under the ZoomInfo Technologies Inc. Employee Stock Purchase Plan based upon the most current data available.

Read SEC document
September 01, 2024 Filed Sep 4, 2024 21:23 UTC
Dasdan AliChief Technology Officer
Exercise / conversionRestricted Stock Units · Derivative 39,729 $0.00 $0.00
Disclosure

SEC source: 0001794515-24-000152 · wk-form4_1725482993.xml · derivative · entry 3

Dasdan Ali · CIK 0001963980 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 238,375

Underlying: Common Stock · 39,729 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 the Issuer's Common Stock.

F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock.

F4 · derivative.exercise_date: The Reporting Person received an original grant of 475,797 restricted stock units, which vests as follows: (a) 16.5% on September 1, 2023; and (b) the remainder of the award in equal quarterly installments during the 30 months following September 1, 2023.

F4 · derivative.expiration_date: The Reporting Person received an original grant of 475,797 restricted stock units, which vests as follows: (a) 16.5% on September 1, 2023; and (b) the remainder of the award in equal quarterly installments during the 30 months following September 1, 2023.

Read SEC document
September 01, 2024 Filed Sep 4, 2024 21:23 UTC
Dasdan AliChief Technology Officer
Tax withholdingCommon Stock 20,135 $9.89 $199,135.15
Disclosure

SEC source: 0001794515-24-000152 · wk-form4_1725482993.xml · nonDerivative · entry 2

Dasdan Ali · CIK 0001963980 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 108,861

F3 · kind: Reflects shares withheld to cover the Reporting Person's tax liability in connection with the vesting of the restricted stock units reported herein.

Read SEC document
September 01, 2024 Filed Sep 4, 2024 21:23 UTC
Dasdan AliChief Technology Officer
Exercise / conversionCommon Stock 39,729 Not disclosed Not disclosed
Disclosure

SEC source: 0001794515-24-000152 · wk-form4_1725482993.xml · nonDerivative · entry 1

Dasdan Ali · CIK 0001963980 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 128,996

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 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock.

F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock.

F2 · balance_after: Includes shares acquired under the ZoomInfo Technologies Inc. Employee Stock Purchase Plan based upon the most current data available.

Read SEC document
August 07, 2024 Filed Aug 9, 2024 20:41 UTC
Schuck HenryDirector · Chief Executive Officer
PurchaseCommon Stock 1,500,000 $8.49 $12,736,650.00
Disclosure

SEC source: 0001794515-24-000147 · wk-form4_1723236068.xml · nonDerivative · entry 1

Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,788,001

F1 · price: This transaction represents an open market purchase. The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $8.17 to $8.70, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth above.

Read SEC document
August 06, 2024 Filed Aug 8, 2024 16:21 UTC GrantRestricted Stock Units · Derivative 19,291 $0.00 $0.00
Disclosure

SEC source: 0001794515-24-000145 · wk-form4_1723148461.xml · derivative · entry 1

Wurzbacher Owen · CIK 0002032363 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,291

Underlying: Common Stock · 19,291 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer.

F2 · derivative.exercise_date: These restricted stock units shall vest on the earlier of May 15, 2025 or the date of the Issuer's next annual meeting of stockholders.

F2 · derivative.expiration_date: These restricted stock units shall vest on the earlier of May 15, 2025 or the date of the Issuer's next annual meeting of stockholders.

Read SEC document
August 06, 2024 Filed Aug 8, 2024 20:20 UTC GrantRestricted Stock Units · Derivative 19,291 $0.00 $0.00
Disclosure

SEC source: 0001794515-24-000144 · wk-form4_1723148449.xml · derivative · entry 1

Maida Domenic · CIK 0002032387 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,291

Underlying: Common Stock · 19,291 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer.

F2 · derivative.exercise_date: These restricted stock units shall vest on the earlier of May 15, 2025 or the date of the Issuer's next annual meeting of stockholders.

F2 · derivative.expiration_date: These restricted stock units shall vest on the earlier of May 15, 2025 or the date of the Issuer's next annual meeting of stockholders.

Read SEC document
August 01, 2024 Filed Aug 5, 2024 20:42 UTC OtherCommon Stock 10,576 $0.00 $0.00
Disclosure

SEC source: 0001794515-24-000134 · wk-form4_1722890566.xml · nonDerivative · entry 1

HSKB Funds II, LLC · CIK 0001834202 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 809,211

F1 · kind: Reflects a distribution of Common Stock of ZoomInfo Technologies Inc. ("ZoomInfo") to one or more employees of ZoomInfo and its subsidiaries.

Read SEC document
July 09, 2024 Filed Jul 11, 2024 16:38 UTC
Hyzer Peter CameronChief Financial Officer
SaleCommon Stock 7,500 $12.37 $92,775.00
Disclosure

SEC source: 0001794515-24-000124 · wk-form4_1720730301.xml · nonDerivative · entry 1

Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,316,518

F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan.

Read SEC document
July 01, 2024 Filed Jul 2, 2024 21:33 UTC OtherCommon Stock 10,452 $0.00 $0.00
Disclosure

SEC source: 0001794515-24-000122 · wk-form4_1719956010.xml · nonDerivative · entry 1

HSKB Funds II, LLC · CIK 0001834202 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 819,787

F1 · kind: Reflects a distribution of Common Stock of ZoomInfo Technologies Inc. ("ZoomInfo") to one or more employees of ZoomInfo and its subsidiaries.

Read SEC document
July 01, 2024 Filed Jul 2, 2024 17:33 UTC
Hyzer Peter CameronChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 36,764 $0.00 $0.00
Disclosure

SEC source: 0001794515-24-000121 · wk-form4_1719955998.xml · derivative · entry 5

Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 257,354

Underlying: Common Stock · 36,764 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 the Issuer's Common Stock.

F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock.

F4 · derivative.exercise_date: The Reporting Person received an original grant of 294,118 restricted stock units, which will vest in equal quarterly installments during the 2 years following April 1, 2024.

F4 · derivative.expiration_date: The Reporting Person received an original grant of 294,118 restricted stock units, which will vest in equal quarterly installments during the 2 years following April 1, 2024.

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July 01, 2024 Filed Jul 2, 2024 17:33 UTC
Hyzer Peter CameronChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 38,142 $0.00 $0.00
Disclosure

SEC source: 0001794515-24-000121 · wk-form4_1719955998.xml · derivative · entry 4

Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,286

Underlying: Common Stock · 38,142 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 the Issuer's Common Stock.

F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock.

F3 · derivative.exercise_date: The Reporting Person received an original grant of 305,141 restricted stock units, which vest in equal quarterly installments during the 2 years following January 1, 2023.

F3 · derivative.expiration_date: The Reporting Person received an original grant of 305,141 restricted stock units, which vest in equal quarterly installments during the 2 years following January 1, 2023.

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July 01, 2024 Filed Jul 2, 2024 17:33 UTC
Hyzer Peter CameronChief Financial Officer
Tax withholdingCommon Stock 29,911 $12.77 $381,963.47
Disclosure

SEC source: 0001794515-24-000121 · wk-form4_1719955998.xml · nonDerivative · entry 3

Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,324,018

F2 · kind: Reflects shares withheld to cover the Reporting Person's tax liability in connection with the vesting of the restricted stock units reported herein.

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July 01, 2024 Filed Jul 2, 2024 17:33 UTC
Hyzer Peter CameronChief Financial Officer
Exercise / conversionCommon Stock 36,764 Not disclosed Not disclosed
Disclosure

SEC source: 0001794515-24-000121 · wk-form4_1719955998.xml · nonDerivative · entry 2

Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,353,929

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 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock.

F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
July 01, 2024 Filed Jul 2, 2024 17:33 UTC
Hyzer Peter CameronChief Financial Officer
Exercise / conversionCommon Stock 38,142 Not disclosed Not disclosed
Disclosure

SEC source: 0001794515-24-000121 · wk-form4_1719955998.xml · nonDerivative · entry 1

Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,317,165

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 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock.

F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
June 13, 2024 Filed Jun 17, 2024 16:15 UTC
Hyzer Peter CameronChief Financial Officer
SaleCommon Stock 7,500 $12.78 $95,850.00
Disclosure

SEC source: 0001794515-24-000118 · wk-form4_1718655314.xml · nonDerivative · entry 1

Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,279,023

F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan.

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June 13, 2024 Filed Jun 17, 2024 16:15 UTC SaleCommon Stock 3,112 $12.78 $39,771.36
Disclosure

SEC source: 0001794515-24-000117 · wk-form4_1718655304.xml · nonDerivative · entry 1

MADER MARK PATRICK · CIK 0001200925 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 17,622

F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan.

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June 04, 2024 Filed Jun 4, 2024 23:01 UTC
Dasdan AliChief Technology Officer
SaleCommon Stock 5,862 $11.90 $69,743.73
Disclosure

SEC source: 0001794515-24-000106 · wk-form4_1717542070.xml · nonDerivative · entry 3

Dasdan Ali · CIK 0001963980 · Chief Technology Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 87,540

F3 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $11.80 to $12.07, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

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June 01, 2024 Filed Jun 4, 2024 23:01 UTC OtherCommon Stock 17,002 $0.00 $0.00
Disclosure

SEC source: 0001794515-24-000108 · wk-form4_1717542094.xml · nonDerivative · entry 1

HSKB Funds II, LLC · CIK 0001834202 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 830,239

F1 · kind: Reflects a distribution of Common Stock of ZoomInfo Technologies Inc. ("ZoomInfo") to one or more employees of ZoomInfo and its subsidiaries.

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June 01, 2024 Filed Jun 4, 2024 19:01 UTC
Hyzer Peter CameronChief Financial Officer
Exercise / conversionHSKB Phantom Units · Derivative 688 $0.00 $0.00
Disclosure

SEC source: 0001794515-24-000107 · wk-form4_1717542082.xml · derivative · entry 6

Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,193

Underlying: Common Stock · 688 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: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting will settle into shares of Common Stock on a one-for-one basis.

F2 · kind: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting will settle into shares of Common Stock on a one-for-one basis.

F6 · derivative.exercise_date: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that, upon vesting, will settle in cash or into shares of Common Stock, or a combination thereof at the Issuer's discretion. These HSKB Phantom Units vest as follows: (a) 25% of such HSKB Phantom Units on September 1, 2023; and (b) the remaining 75% of such HSKB Phantom Units in equal quarterly installments over the three-year period following September 1, 2023, in each case, subject to a continued service relationship through such vesting dates, subject to potential accelerated vesting upon certain change in control events.

F6 · derivative.expiration_date: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that, upon vesting, will settle in cash or into shares of Common Stock, or a combination thereof at the Issuer's discretion. These HSKB Phantom Units vest as follows: (a) 25% of such HSKB Phantom Units on September 1, 2023; and (b) the remaining 75% of such HSKB Phantom Units in equal quarterly installments over the three-year period following September 1, 2023, in each case, subject to a continued service relationship through such vesting dates, subject to potential accelerated vesting upon certain change in control events.

Read SEC document
June 01, 2024 Filed Jun 4, 2024 19:01 UTC
Hyzer Peter CameronChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 8,571 $0.00 $0.00
Disclosure

SEC source: 0001794515-24-000107 · wk-form4_1717542082.xml · derivative · entry 5

Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,998

Underlying: Common Stock · 8,571 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 the Issuer's Common Stock.

F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock.

F5 · derivative.exercise_date: The Reporting Person received an original grant of 137,137 restricted stock units, which vest as follows: (a) 25% on March 1, 2023; and (b) the remaining 75% in equal quarterly installments during the 36 months following March 1, 2023.

F5 · derivative.expiration_date: The Reporting Person received an original grant of 137,137 restricted stock units, which vest as follows: (a) 25% on March 1, 2023; and (b) the remaining 75% in equal quarterly installments during the 36 months following March 1, 2023.

Read SEC document
June 01, 2024 Filed Jun 4, 2024 19:01 UTC
Hyzer Peter CameronChief Financial Officer
Tax withholdingCommon Stock 275 $12.28 $3,377.00
Disclosure

SEC source: 0001794515-24-000107 · wk-form4_1717542082.xml · nonDerivative · entry 4

Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,286,523

F4 · kind: Reflects shares withheld to cover the Reporting Person's tax liability in connection with the vesting of the HSKB Phantom Units reported herein.

Read SEC document
June 01, 2024 Filed Jun 4, 2024 19:01 UTC
Hyzer Peter CameronChief Financial Officer
Tax withholdingCommon Stock 3,423 $12.28 $42,034.44
Disclosure

SEC source: 0001794515-24-000107 · wk-form4_1717542082.xml · nonDerivative · entry 3

Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,286,798

F3 · kind: Reflects shares withheld to cover the Reporting Person's tax liability in connection with the vesting of the restricted stock units reported herein.

Read SEC document
June 01, 2024 Filed Jun 4, 2024 19:01 UTC
Hyzer Peter CameronChief Financial Officer
Exercise / conversionCommon Stock 688 Not disclosed Not disclosed
Disclosure

SEC source: 0001794515-24-000107 · wk-form4_1717542082.xml · nonDerivative · entry 2

Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,290,221

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 · kind: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting will settle into shares of Common Stock on a one-for-one basis.

F2 · price: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting will settle into shares of Common Stock on a one-for-one basis.

Read SEC document
June 01, 2024 Filed Jun 4, 2024 19:01 UTC
Hyzer Peter CameronChief Financial Officer
Exercise / conversionCommon Stock 8,571 Not disclosed Not disclosed
Disclosure

SEC source: 0001794515-24-000107 · wk-form4_1717542082.xml · nonDerivative · entry 1

Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,289,533

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 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock.

F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
June 01, 2024 Filed Jun 4, 2024 23:01 UTC
Dasdan AliChief Technology Officer
Exercise / conversionRestricted Stock Units · Derivative 39,729 $0.00 $0.00
Disclosure

SEC source: 0001794515-24-000106 · wk-form4_1717542070.xml · derivative · entry 4

Dasdan Ali · CIK 0001963980 · Chief Technology Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 278,104

Underlying: Common Stock · 39,729 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 the Issuer's Common Stock.

F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock.

F5 · derivative.exercise_date: The Reporting Person received an original grant of 475,797 restricted stock units, which vests as follows: (a) 16.5% vested on September 1, 2023; and (b) the remainder of the award vests in equal quarterly installments during the 30 months following September 1, 2023.

F5 · derivative.expiration_date: The Reporting Person received an original grant of 475,797 restricted stock units, which vests as follows: (a) 16.5% vested on September 1, 2023; and (b) the remainder of the award vests in equal quarterly installments during the 30 months following September 1, 2023.

Read SEC document
June 01, 2024 Filed Jun 4, 2024 23:01 UTC
Dasdan AliChief Technology Officer
Tax withholdingCommon Stock 16,281 $12.28 $199,930.68
Disclosure

SEC source: 0001794515-24-000106 · wk-form4_1717542070.xml · nonDerivative · entry 2

Dasdan Ali · CIK 0001963980 · Chief Technology Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 93,402

F2 · kind: Reflects shares withheld to cover the Reporting Person's tax liability in connection with the vesting of the restricted stock units reported herein.

Read SEC document
June 01, 2024 Filed Jun 4, 2024 23:01 UTC
Dasdan AliChief Technology Officer
Exercise / conversionCommon Stock 39,729 Not disclosed Not disclosed
Disclosure

SEC source: 0001794515-24-000106 · wk-form4_1717542070.xml · nonDerivative · entry 1

Dasdan Ali · CIK 0001963980 · Chief Technology Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 109,683

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 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock.

F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
May 29, 2024 Filed May 31, 2024 20:18 UTC
Schuck HenryDirector · Chief Executive Officer
GrantPerformance Restricted Stock Units · Derivative 294,118 $0.00 $0.00
Disclosure

SEC source: 0001794515-24-000102 · wk-form4_1717186513.xml · derivative · entry 5

Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 294,118

Underlying: Common Stock · 294,118 shares

Expires not disclosed

F5 · derivative.exercise_price: Each performance restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock.

F6 · derivative.exercise_date: The Reporting Person received an original grant of 294,118 performance restricted stock units, which vests in equal amounts upon the achievement of four targets relating to the Issuer's stock price and the continued service of the Reporting Person through each applicable vesting date, as follows: (a) 25% will vest upon the achievement of the first stock price target so long as the Reporting Person has remained in continuous service through January 1, 2025; (b) 25% will vest upon the achievement of the second stock price target so long as the Reporting Person has remained in continuous service through October 1, 2025; (c) 25% will vest upon the achievement of the third stock price target so long as the Reporting Person has remained in continuous service through July 1, 2026; and (d) the remaining 25% will vest upon the achievement of the fourth stock price target so long as the Reporting Person has remained in continuous service through April 1, 2027.

F6 · derivative.expiration_date: The Reporting Person received an original grant of 294,118 performance restricted stock units, which vests in equal amounts upon the achievement of four targets relating to the Issuer's stock price and the continued service of the Reporting Person through each applicable vesting date, as follows: (a) 25% will vest upon the achievement of the first stock price target so long as the Reporting Person has remained in continuous service through January 1, 2025; (b) 25% will vest upon the achievement of the second stock price target so long as the Reporting Person has remained in continuous service through October 1, 2025; (c) 25% will vest upon the achievement of the third stock price target so long as the Reporting Person has remained in continuous service through July 1, 2026; and (d) the remaining 25% will vest upon the achievement of the fourth stock price target so long as the Reporting Person has remained in continuous service through April 1, 2027.

Read SEC document
May 29, 2024 Filed May 31, 2024 20:18 UTC
Schuck HenryDirector · Chief Executive Officer
GrantRestricted Stock Units · Derivative 220,589 $0.00 $0.00
Disclosure

SEC source: 0001794515-24-000102 · wk-form4_1717186513.xml · derivative · entry 4

Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 220,589

Underlying: Common Stock · 220,589 shares

Expires not disclosed

F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock.

F4 · derivative.exercise_date: The Reporting Person received an original grant of 220,589 restricted stock units, which vests as follows: (a) 25% will vest on April 1, 2025; and (b) the remainder of the award will vest in equal quarterly installments during the 36 months following April 1, 2025.

F4 · derivative.expiration_date: The Reporting Person received an original grant of 220,589 restricted stock units, which vests as follows: (a) 25% will vest on April 1, 2025; and (b) the remainder of the award will vest in equal quarterly installments during the 36 months following April 1, 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.