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ZoomInfo Technologies Inc.

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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

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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
March 02, 2021 Filed Mar 3, 2021 17:55 UTC
Hyzer Peter CameronChief Financial Officer
SaleClass A Common Stock 5,083 $55.89 $284,088.87
Disclosure

SEC source: 0001794515-21-000081 · wf-form4_161481209208971.xml · nonDerivative · entry 8

Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,207

F2 · kind: This transaction was effected pursuant to a 10b5-1 trading plan entered into prior to November 30, 2020.

F7 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions ranging from $55.22 to $56.21, 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
March 02, 2021 Filed Mar 3, 2021 17:55 UTC
Hyzer Peter CameronChief Financial Officer
Tax withholdingClass A Common Stock 710 $56.38 $40,029.80
Disclosure

SEC source: 0001794515-21-000081 · wf-form4_161481209208971.xml · nonDerivative · entry 7

Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,290

F2 · kind: This transaction was effected pursuant to a 10b5-1 trading plan entered into prior to November 30, 2020.

F3 · kind: Reflects shares deemed to be withheld in connection with the exchange of Class P Units described herein.

Read SEC document
March 02, 2021 Filed Mar 3, 2021 17:55 UTC
Hyzer Peter CameronChief Financial Officer
Exercise / conversionClass A Common Stock 10,000 $4.00 $40,000.00
Disclosure

SEC source: 0001794515-21-000081 · wf-form4_161481209208971.xml · nonDerivative · entry 6

Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,000

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 Class P limited liability company units of ZoomInfo Holdings LLC ("Class P Units") which are profits interests that are economically similar to a stock settled stock option. Vested Class P units are exchangeable, at the holder's election, into a number of shares of Class A common stock ("Class A Common Stock") of ZoomInfo Technologies Inc. (the "Issuer") equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. The number reflected in Table II reflects the number of Class P Units held by the Reporting Person. Reflects an original amount of 1,753,518 Class P Units, of which 50% vested on November 12, 2020, and the remaining 50% vest in equal monthly installments during the 24 months following November 12, 2020.

F2 · kind: This transaction was effected pursuant to a 10b5-1 trading plan entered into prior to November 30, 2020.

Read SEC document
March 01, 2021 Filed Mar 3, 2021 22:43 UTC OtherLLC Units of ZoomInfo Intermediate Holdings LLC · Derivative 28,580 $0.00 $0.00
Disclosure

SEC source: 0001794515-21-000077 · wf-form4_161481140992608.xml · derivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,926,602

Underlying: Class A Common Stock · 28,580 shares

Expires not disclosed

F1 · derivative.exercise_price: Pursuant to the terms of the limited liability company agreement for ZoomInfo Intermediate Holdings LLC ("HoldCo"), limited liability company units of HoldCo ("HoldCo Units") and an equal number of shares of Class B Common Stock ("Class B Common Stock") of ZoomInfo Technologies Inc. ("ZoomInfo"), together are exchangeable for shares of Class A Common Stock of ZoomInfo on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share.

F2 · kind: Reflects a distribution of HoldCo Units to one or more employees of ZoomInfo and its subsidiaries.

F1 · derivative.exercise_date: Pursuant to the terms of the limited liability company agreement for ZoomInfo Intermediate Holdings LLC ("HoldCo"), limited liability company units of HoldCo ("HoldCo Units") and an equal number of shares of Class B Common Stock ("Class B Common Stock") of ZoomInfo Technologies Inc. ("ZoomInfo"), together are exchangeable for shares of Class A Common Stock of ZoomInfo on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share.

F1 · derivative.expiration_date: Pursuant to the terms of the limited liability company agreement for ZoomInfo Intermediate Holdings LLC ("HoldCo"), limited liability company units of HoldCo ("HoldCo Units") and an equal number of shares of Class B Common Stock ("Class B Common Stock") of ZoomInfo Technologies Inc. ("ZoomInfo"), together are exchangeable for shares of Class A Common Stock of ZoomInfo on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share.

F1 · derivative.underlying: Pursuant to the terms of the limited liability company agreement for ZoomInfo Intermediate Holdings LLC ("HoldCo"), limited liability company units of HoldCo ("HoldCo Units") and an equal number of shares of Class B Common Stock ("Class B Common Stock") of ZoomInfo Technologies Inc. ("ZoomInfo"), together are exchangeable for shares of Class A Common Stock of ZoomInfo on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share.

Read SEC document
March 01, 2021 Filed Mar 3, 2021 17:48 UTC
Keren NirChief Technology Officer
GrantRestricted Stock Units · Derivative 95,384 $0.00 $0.00
Disclosure

SEC source: 0001794515-21-000079 · wf-form4_161481167106069.xml · derivative · entry 1

Keren Nir · CIK 0001813609 · Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 95,384

Underlying: Class A Common Stock · 95,384 shares

Expires not disclosed

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

F2 · derivative.exercise_date: These restricted stock units shall vest as follows: (a) 40% will vest on March 1, 2023; and (b) 60% will vest on March 1, 2024.

F2 · derivative.expiration_date: These restricted stock units shall vest as follows: (a) 40% will vest on March 1, 2023; and (b) 60% will vest on March 1, 2024.

Read SEC document
March 01, 2021 Filed Mar 3, 2021 18:00 UTC
Hays Joseph ChristopherChief Operating Officer
GrantLTIP Units of ZoomInfo Holdings LLC · Derivative 127,814 Not disclosed Not disclosed
Disclosure

SEC source: 0001794515-21-000083 · wf-form4_161481239333626.xml · derivative · entry 7

Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 175,434

Underlying: Class A Common Stock · 127,814 shares

Expires not disclosed

F8 · derivative.exercise_price: Reflects LTIP Units of OpCo that generally vest as follows: 100% on March 1, 2024. Each vested LTIP Unit shall be automatically converted into OpCo Units (together with corresponding shares of Class B Common Stock) which would then be exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. Shares of Class B Common Stock have no economic value and have 10 votes per share.

F8 · price: Reflects LTIP Units of OpCo that generally vest as follows: 100% on March 1, 2024. Each vested LTIP Unit shall be automatically converted into OpCo Units (together with corresponding shares of Class B Common Stock) which would then be exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. Shares of Class B Common Stock have no economic value and have 10 votes per share.

F8 · derivative.exercise_date: Reflects LTIP Units of OpCo that generally vest as follows: 100% on March 1, 2024. Each vested LTIP Unit shall be automatically converted into OpCo Units (together with corresponding shares of Class B Common Stock) which would then be exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. Shares of Class B Common Stock have no economic value and have 10 votes per share.

F8 · derivative.expiration_date: Reflects LTIP Units of OpCo that generally vest as follows: 100% on March 1, 2024. Each vested LTIP Unit shall be automatically converted into OpCo Units (together with corresponding shares of Class B Common Stock) which would then be exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. Shares of Class B Common Stock have no economic value and have 10 votes per share.

Read SEC document
March 01, 2021 Filed Mar 3, 2021 18:00 UTC
Hays Joseph ChristopherChief Operating Officer
ConversionLLC Units of ZoomInfo Holdings LLC · Derivative 1,019 $0.00 $0.00
Disclosure

SEC source: 0001794515-21-000083 · wf-form4_161481239333626.xml · derivative · entry 6

Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 84,220

Underlying: Class A Common Stock · 1,019 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.

F7 · derivative.exercise_price: Pursuant to the terms of the limited liability company agreement for OpCo, OpCo Units and an equal number of shares of Class B Common Stock, together are exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share.

F1 · kind: On March 1, 2021, upon vesting limited liability company units of HSKB Funds, LLC ("HSKB Units") settled into limited liability company units ("OpCo Units") of ZoomInfo Holdings LLC ("OpCo") together with an equal number of shares of Class B common stock ("Class B Common Stock") of ZoomInfo Technologies Inc. ("ZoomInfo"). A portion of these OpCo Units and shares of Class B Common Stock were exchanged for shares of the Issuer's Class A common stock ("Class A Common Stock") as described herein.

F7 · derivative.exercise_date: Pursuant to the terms of the limited liability company agreement for OpCo, OpCo Units and an equal number of shares of Class B Common Stock, together are exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share.

F7 · derivative.expiration_date: Pursuant to the terms of the limited liability company agreement for OpCo, OpCo Units and an equal number of shares of Class B Common Stock, together are exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share.

Read SEC document
March 01, 2021 Filed Mar 3, 2021 18:00 UTC
Hays Joseph ChristopherChief Operating Officer
ConversionLLC Units of ZoomInfo Holdings LLC · Derivative 5,317 $0.00 $0.00
Disclosure

SEC source: 0001794515-21-000083 · wf-form4_161481239333626.xml · derivative · entry 5

Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 85,239

Underlying: Class A Common Stock · 5,317 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.

F7 · derivative.exercise_price: Pursuant to the terms of the limited liability company agreement for OpCo, OpCo Units and an equal number of shares of Class B Common Stock, together are exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share.

F1 · kind: On March 1, 2021, upon vesting limited liability company units of HSKB Funds, LLC ("HSKB Units") settled into limited liability company units ("OpCo Units") of ZoomInfo Holdings LLC ("OpCo") together with an equal number of shares of Class B common stock ("Class B Common Stock") of ZoomInfo Technologies Inc. ("ZoomInfo"). A portion of these OpCo Units and shares of Class B Common Stock were exchanged for shares of the Issuer's Class A common stock ("Class A Common Stock") as described herein.

F7 · derivative.exercise_date: Pursuant to the terms of the limited liability company agreement for OpCo, OpCo Units and an equal number of shares of Class B Common Stock, together are exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share.

F7 · derivative.expiration_date: Pursuant to the terms of the limited liability company agreement for OpCo, OpCo Units and an equal number of shares of Class B Common Stock, together are exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share.

Read SEC document
March 01, 2021 Filed Mar 3, 2021 18:00 UTC
Hays Joseph ChristopherChief Operating Officer
ConversionLLC Units of HSKB Funds, LLC · Derivative 5,317 $0.00 $0.00
Disclosure

SEC source: 0001794515-21-000083 · wf-form4_161481239333626.xml · derivative · entry 4

Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 95,673

Underlying: Class A Common Stock · 5,317 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.

F5 · derivative.exercise_price: Each of these HSKB Units represents the economic value of one OpCo Unit. Upon vesting, each HSKB Unit settles into an OpCo Unit and a share of Class B Common Stock, which together may be exchanged for shares of Class A Common Stock on a one-for-one basis, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. Shares of Class B common stock have no economic value and have 10 votes per shares.

F1 · kind: On March 1, 2021, upon vesting limited liability company units of HSKB Funds, LLC ("HSKB Units") settled into limited liability company units ("OpCo Units") of ZoomInfo Holdings LLC ("OpCo") together with an equal number of shares of Class B common stock ("Class B Common Stock") of ZoomInfo Technologies Inc. ("ZoomInfo"). A portion of these OpCo Units and shares of Class B Common Stock were exchanged for shares of the Issuer's Class A common stock ("Class A Common Stock") as described herein.

F6 · derivative.exercise_date: Reflects an original amount of 255,124 HSKB Units of which 101,297 vested on December 5, 2020, 42,208 vested on December 14, 2020 and the remaining unvested portion vests in twenty-one equal monthly installments beginning on January 1, 2021, subject to accelerated vesting upon certain change in control events and other vesting conditions.

F6 · derivative.expiration_date: Reflects an original amount of 255,124 HSKB Units of which 101,297 vested on December 5, 2020, 42,208 vested on December 14, 2020 and the remaining unvested portion vests in twenty-one equal monthly installments beginning on January 1, 2021, subject to accelerated vesting upon certain change in control events and other vesting conditions.

F5 · derivative.underlying: Each of these HSKB Units represents the economic value of one OpCo Unit. Upon vesting, each HSKB Unit settles into an OpCo Unit and a share of Class B Common Stock, which together may be exchanged for shares of Class A Common Stock on a one-for-one basis, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. Shares of Class B common stock have no economic value and have 10 votes per shares.

Read SEC document
March 01, 2021 Filed Mar 3, 2021 18:00 UTC
Hays Joseph ChristopherChief Operating Officer
SaleClass A Common Stock 492 $55.08 $27,099.36
Disclosure

SEC source: 0001794515-21-000083 · wf-form4_161481239333626.xml · nonDerivative · entry 3

Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F2 · kind: Reflects shares sold to cover the Reporting Person's tax liability in connection with the vesting of the securities reported herein.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $54.99 to $55.21, 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
March 01, 2021 Filed Mar 3, 2021 18:00 UTC
Hays Joseph ChristopherChief Operating Officer
SaleClass A Common Stock 527 $54.24 $28,584.48
Disclosure

SEC source: 0001794515-21-000083 · wf-form4_161481239333626.xml · nonDerivative · entry 2

Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 492

F2 · kind: Reflects shares sold to cover the Reporting Person's tax liability in connection with the vesting of the securities reported herein.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $53.99 to $54.97, 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
March 01, 2021 Filed Mar 3, 2021 18:00 UTC
Hays Joseph ChristopherChief Operating Officer
ConversionClass A Common Stock 1,019 Not disclosed Not disclosed
Disclosure

SEC source: 0001794515-21-000083 · wf-form4_161481239333626.xml · nonDerivative · entry 1

Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,019

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: On March 1, 2021, upon vesting limited liability company units of HSKB Funds, LLC ("HSKB Units") settled into limited liability company units ("OpCo Units") of ZoomInfo Holdings LLC ("OpCo") together with an equal number of shares of Class B common stock ("Class B Common Stock") of ZoomInfo Technologies Inc. ("ZoomInfo"). A portion of these OpCo Units and shares of Class B Common Stock were exchanged for shares of the Issuer's Class A common stock ("Class A Common Stock") as described herein.

F1 · price: On March 1, 2021, upon vesting limited liability company units of HSKB Funds, LLC ("HSKB Units") settled into limited liability company units ("OpCo Units") of ZoomInfo Holdings LLC ("OpCo") together with an equal number of shares of Class B common stock ("Class B Common Stock") of ZoomInfo Technologies Inc. ("ZoomInfo"). A portion of these OpCo Units and shares of Class B Common Stock were exchanged for shares of the Issuer's Class A common stock ("Class A Common Stock") as described herein.

Read SEC document
March 01, 2021 Filed Mar 3, 2021 17:55 UTC
Hyzer Peter CameronChief Financial Officer
GrantLTIP Units of ZoomInfo Holdings LLC · Derivative 57,231 Not disclosed Not disclosed
Disclosure

SEC source: 0001794515-21-000081 · wf-form4_161481209208971.xml · derivative · entry 11

Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 57,231

Underlying: Class A Common Stock · 57,231 shares

Expires not disclosed

F9 · derivative.exercise_price: Reflects LTIP Units of ZoomInfo Holdings LLC ("OpCo") that generally vest as follows: (a) 34% on March 1, 2023, and (b) 66% on March 1, 2024. Each vested LTIP Unit shall be automatically converted into Class A Common Units of OpCo (together with corresponding shares of the Issuer's Class B common stock ("Class B Common Stock")) which would then be exchangeable for shares of the Issuer's Class A common stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. Shares of Class B Common Stock have no economic value and have 10 votes per share.

F9 · price: Reflects LTIP Units of ZoomInfo Holdings LLC ("OpCo") that generally vest as follows: (a) 34% on March 1, 2023, and (b) 66% on March 1, 2024. Each vested LTIP Unit shall be automatically converted into Class A Common Units of OpCo (together with corresponding shares of the Issuer's Class B common stock ("Class B Common Stock")) which would then be exchangeable for shares of the Issuer's Class A common stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. Shares of Class B Common Stock have no economic value and have 10 votes per share.

F9 · derivative.exercise_date: Reflects LTIP Units of ZoomInfo Holdings LLC ("OpCo") that generally vest as follows: (a) 34% on March 1, 2023, and (b) 66% on March 1, 2024. Each vested LTIP Unit shall be automatically converted into Class A Common Units of OpCo (together with corresponding shares of the Issuer's Class B common stock ("Class B Common Stock")) which would then be exchangeable for shares of the Issuer's Class A common stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. Shares of Class B Common Stock have no economic value and have 10 votes per share.

F9 · derivative.expiration_date: Reflects LTIP Units of ZoomInfo Holdings LLC ("OpCo") that generally vest as follows: (a) 34% on March 1, 2023, and (b) 66% on March 1, 2024. Each vested LTIP Unit shall be automatically converted into Class A Common Units of OpCo (together with corresponding shares of the Issuer's Class B common stock ("Class B Common Stock")) which would then be exchangeable for shares of the Issuer's Class A common stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. Shares of Class B Common Stock have no economic value and have 10 votes per share.

Read SEC document
March 01, 2021 Filed Mar 3, 2021 17:55 UTC
Hyzer Peter CameronChief Financial Officer
Exercise / conversionClass P Units of ZoomInfo Holdings LLC · Derivative 20,000 $0.00 Strike: $4.00 $0.00
Disclosure

SEC source: 0001794515-21-000081 · wf-form4_161481209208971.xml · derivative · entry 10

Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,633,518

Underlying: Class A Common Stock · 20,000 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 · kind: Reflects Class P limited liability company units of ZoomInfo Holdings LLC ("Class P Units") which are profits interests that are economically similar to a stock settled stock option. Vested Class P units are exchangeable, at the holder's election, into a number of shares of Class A common stock ("Class A Common Stock") of ZoomInfo Technologies Inc. (the "Issuer") equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. The number reflected in Table II reflects the number of Class P Units held by the Reporting Person. Reflects an original amount of 1,753,518 Class P Units, of which 50% vested on November 12, 2020, and the remaining 50% vest in equal monthly installments during the 24 months following November 12, 2020.

F2 · kind: This transaction was effected pursuant to a 10b5-1 trading plan entered into prior to November 30, 2020.

F1 · derivative.exercise_date: Reflects Class P limited liability company units of ZoomInfo Holdings LLC ("Class P Units") which are profits interests that are economically similar to a stock settled stock option. Vested Class P units are exchangeable, at the holder's election, into a number of shares of Class A common stock ("Class A Common Stock") of ZoomInfo Technologies Inc. (the "Issuer") equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. The number reflected in Table II reflects the number of Class P Units held by the Reporting Person. Reflects an original amount of 1,753,518 Class P Units, of which 50% vested on November 12, 2020, and the remaining 50% vest in equal monthly installments during the 24 months following November 12, 2020.

F1 · derivative.expiration_date: Reflects Class P limited liability company units of ZoomInfo Holdings LLC ("Class P Units") which are profits interests that are economically similar to a stock settled stock option. Vested Class P units are exchangeable, at the holder's election, into a number of shares of Class A common stock ("Class A Common Stock") of ZoomInfo Technologies Inc. (the "Issuer") equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. The number reflected in Table II reflects the number of Class P Units held by the Reporting Person. Reflects an original amount of 1,753,518 Class P Units, of which 50% vested on November 12, 2020, and the remaining 50% vest in equal monthly installments during the 24 months following November 12, 2020.

Read SEC document
March 01, 2021 Filed Mar 3, 2021 17:55 UTC
Hyzer Peter CameronChief Financial Officer
SaleClass A Common Stock 11,885 $56.13 $667,105.05
Disclosure

SEC source: 0001794515-21-000081 · wf-form4_161481209208971.xml · nonDerivative · entry 5

Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F2 · kind: This transaction was effected pursuant to a 10b5-1 trading plan entered into prior to November 30, 2020.

F6 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions ranging from $55.89 to $56.61, 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
March 01, 2021 Filed Mar 3, 2021 17:55 UTC
Hyzer Peter CameronChief Financial Officer
SaleClass A Common Stock 4,912 $55.46 $272,419.52
Disclosure

SEC source: 0001794515-21-000081 · wf-form4_161481209208971.xml · nonDerivative · entry 4

Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,885

F2 · kind: This transaction was effected pursuant to a 10b5-1 trading plan entered into prior to November 30, 2020.

F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions ranging from $54.89 to $55.86, 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
March 01, 2021 Filed Mar 3, 2021 17:55 UTC
Hyzer Peter CameronChief Financial Officer
SaleClass A Common Stock 1,700 $54.41 $92,497.00
Disclosure

SEC source: 0001794515-21-000081 · wf-form4_161481209208971.xml · nonDerivative · entry 3

Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,797

F2 · kind: This transaction was effected pursuant to a 10b5-1 trading plan entered into prior to November 30, 2020.

F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions ranging from $53.85 to $54.84, 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
March 01, 2021 Filed Mar 3, 2021 17:55 UTC
Hyzer Peter CameronChief Financial Officer
Tax withholdingClass A Common Stock 1,503 $52.42 $78,787.26
Disclosure

SEC source: 0001794515-21-000081 · wf-form4_161481209208971.xml · nonDerivative · entry 2

Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,497

F2 · kind: This transaction was effected pursuant to a 10b5-1 trading plan entered into prior to November 30, 2020.

F3 · kind: Reflects shares deemed to be withheld in connection with the exchange of Class P Units described herein.

Read SEC document
March 01, 2021 Filed Mar 3, 2021 17:55 UTC
Hyzer Peter CameronChief Financial Officer
Exercise / conversionClass A Common Stock 20,000 $4.00 $80,000.00
Disclosure

SEC source: 0001794515-21-000081 · wf-form4_161481209208971.xml · nonDerivative · entry 1

Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,000

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 Class P limited liability company units of ZoomInfo Holdings LLC ("Class P Units") which are profits interests that are economically similar to a stock settled stock option. Vested Class P units are exchangeable, at the holder's election, into a number of shares of Class A common stock ("Class A Common Stock") of ZoomInfo Technologies Inc. (the "Issuer") equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. The number reflected in Table II reflects the number of Class P Units held by the Reporting Person. Reflects an original amount of 1,753,518 Class P Units, of which 50% vested on November 12, 2020, and the remaining 50% vest in equal monthly installments during the 24 months following November 12, 2020.

F2 · kind: This transaction was effected pursuant to a 10b5-1 trading plan entered into prior to November 30, 2020.

Read SEC document
March 01, 2021 Filed Mar 3, 2021 23:09 UTC
Cadambi SriprasadhChief Accounting Officer
GrantRestricted Stock Units · Derivative 28,616 $0.00 $0.00
Disclosure

SEC source: 0001794515-21-000087 · wf-form4_161481292671788.xml · derivative · entry 1

Cadambi Sriprasadh · CIK 0001848813 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,616

Underlying: Class A Common Stock · 28,616 shares

Expires not disclosed

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

F2 · derivative.exercise_date: These restricted stock units shall vest as follows: (a) 25% will vest on March 1, 2022; and (b) the remaining 75% will vest in equal quarterly installments during the 36 months following March 1, 2022.

F2 · derivative.expiration_date: These restricted stock units shall vest as follows: (a) 25% will vest on March 1, 2022; and (b) the remaining 75% will vest in equal quarterly installments during the 36 months following March 1, 2022.

Read SEC document
March 01, 2021 Filed Mar 3, 2021 22:40 UTC OtherLLC Units of ZoomInfo Holdings LLC · Derivative 165,098 $0.00 $0.00
Disclosure

SEC source: 0001794515-21-000075 · wf-form4_161481119513616.xml · derivative · entry 1

HSKB Funds, LLC · CIK 0001834204 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,643,305

Underlying: Class A Common Stock · 165,098 shares

Expires not disclosed

F1 · derivative.exercise_price: Pursuant to the terms of the limited liability company agreement for ZoomInfo Holdings LLC ("OpCo"), limited liability company units of OpCo ("OpCo Units") and an equal number of shares of Class B common stock ("Class B Common Stock") of ZoomInfo Technologies Inc. ("ZoomInfo"), together are exchangeable for shares of Class A common stock of ZoomInfo on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share.

F2 · kind: Reflects a distribution of OpCo Units to one or more employees of ZoomInfo and its subsidiaries.

F1 · derivative.exercise_date: Pursuant to the terms of the limited liability company agreement for ZoomInfo Holdings LLC ("OpCo"), limited liability company units of OpCo ("OpCo Units") and an equal number of shares of Class B common stock ("Class B Common Stock") of ZoomInfo Technologies Inc. ("ZoomInfo"), together are exchangeable for shares of Class A common stock of ZoomInfo on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share.

F1 · derivative.expiration_date: Pursuant to the terms of the limited liability company agreement for ZoomInfo Holdings LLC ("OpCo"), limited liability company units of OpCo ("OpCo Units") and an equal number of shares of Class B common stock ("Class B Common Stock") of ZoomInfo Technologies Inc. ("ZoomInfo"), together are exchangeable for shares of Class A common stock of ZoomInfo on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share.

F1 · derivative.underlying: Pursuant to the terms of the limited liability company agreement for ZoomInfo Holdings LLC ("OpCo"), limited liability company units of OpCo ("OpCo Units") and an equal number of shares of Class B common stock ("Class B Common Stock") of ZoomInfo Technologies Inc. ("ZoomInfo"), together are exchangeable for shares of Class A common stock of ZoomInfo on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share.

Read SEC document
February 25, 2021 Filed Feb 26, 2021 23:25 UTC
Dhruv MiteshDirector
Exercise / conversionRestricted Stock Units · Derivative 4,284 $0.00 $0.00
Disclosure

SEC source: 0001794515-21-000073 · wf-form4_161438187267773.xml · derivative · entry 2

Dhruv Mitesh · CIK 0001705419 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,570

Underlying: Class A Common Stock · 4,284 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 Class A Common Stock. The restricted stock units will be settled into either Class A Common Stock or cash (or a combination thereof) at the discretion of the Issuer.

F1 · kind: Reflects restricted stock units that upon vesting settled into shares of Class A common stock ("Class A Common Stock") of ZoomInfo Technologies Inc. (the "Issuer") on a one-for-one basis.

F3 · derivative.exercise_date: The Reporting Person received original grants totaling 12,854 restricted stock units of which one-third vested on February 25, 2021, and the remaining two-thirds are scheduled to vest in two equal installments on February 25, 2022 and February 25, 2023.

F3 · derivative.expiration_date: The Reporting Person received original grants totaling 12,854 restricted stock units of which one-third vested on February 25, 2021, and the remaining two-thirds are scheduled to vest in two equal installments on February 25, 2022 and February 25, 2023.

Read SEC document
February 25, 2021 Filed Feb 26, 2021 23:25 UTC
Dhruv MiteshDirector
Exercise / conversionClass A Common Stock 4,284 Not disclosed Not disclosed
Disclosure

SEC source: 0001794515-21-000073 · wf-form4_161438187267773.xml · nonDerivative · entry 1

Dhruv Mitesh · CIK 0001705419 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,284

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 restricted stock units that upon vesting settled into shares of Class A common stock ("Class A Common Stock") of ZoomInfo Technologies Inc. (the "Issuer") on a one-for-one basis.

F1 · price: Reflects restricted stock units that upon vesting settled into shares of Class A common stock ("Class A Common Stock") of ZoomInfo Technologies Inc. (the "Issuer") on a one-for-one basis.

Read SEC document
February 24, 2021 Filed Feb 26, 2021 17:05 UTC
TC Group, LLC10% owner
ConversionClass C Common Stock · Derivative 1,970,945 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-008432 · doc4.xml · derivative · entry 5

Carlyle Group Management L.L.C. · CIK 0001548624 · 10% owner

Carlyle Group Inc. · CIK 0001527166 · 10% owner

Carlyle Holdings I GP Inc. · CIK 0001548626 · 10% owner

Carlyle Holdings I GP Sub L.L.C. · CIK 0001548627 · 10% owner

Carlyle Holdings I L.P. · CIK 0001548628 · 10% owner

CG Subsidiary Holdings L.L.C. · CIK 0001790577 · 10% owner

TC Group, LLC · CIK 0000933790 · 10% owner

TC Group Sub L.P. · CIK 0001548639 · 10% owner

Carlyle Holdings II GP L.L.C. · CIK 0001548629 · 10% owner

Carlyle Holdings II L.L.C. · CIK 0001548630 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnotes

Disclosed balance after: 51,792,610

Underlying: Class A Common Stock · 1,970,945 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.

F6 · derivative.exercise_price: The Class C Common Stock may be converted into shares of the Issuer's Class A Common Stock on a one-to-one basis at the discretion of the holder and has no expiration date.

F6 · derivative.exercise_date: The Class C Common Stock may be converted into shares of the Issuer's Class A Common Stock on a one-to-one basis at the discretion of the holder and has no expiration date.

F6 · derivative.expiration_date: The Class C Common Stock may be converted into shares of the Issuer's Class A Common Stock on a one-to-one basis at the discretion of the holder and has no expiration date.

F1 · ownership.nature: Following the transactions reported herein, includes (i) 37,493,725 LLC Units of ZoomInfo Holdings LLC ("OpCo Units") and shares of Class B Common Stock held by Carlyle Partners VI Evergreen Holdings, L.P. ("Carlyle Evergreen"), (ii) 37,702,342 shares of Class C Common Stock held of record by CP VI Evergreen Holdings, L.P. ("CP VI Evergreen") and (iii) 14,090,268 shares of Class C Common Stock held of record by Carlyle Partners VI Dash Holdings, L.P. ("Carlyle VI Dash").

F2 · ownership.nature: Carlyle Group Management L.L.C. holds an irrevocable proxy to vote a majority of the shares of The Carlyle Group Inc., which is a publicly traded entity listed on Nasdaq. The Carlyle Group Inc. is the sole shareholder of Carlyle Holdings I GP Inc., which is the sole member of Carlyle Holdings I GP Sub L.L.C., which is the general partner of Carlyle Holdings I L.P., which, with respect to the securities held of record by Carlyle Evergreen and CP VI Evergreen, is the managing member of CG Subsidiary Holdings L.L.C., which is the managing member of TC Group, L.L.C., which is the general partner of TC Group Sub L.P., which is the managing member of TC Group VI S1, L.L.C., which is the general partner of TC Group VI S1, L.P., which is the general partner of Carlyle Evergreen and CP VI Evergreen.

F3 · ownership.nature: Cont'd. The Carlyle Group Inc. is also the sole member of Carlyle Holdings II GP L.L.C., which is the managing member of Carlyle Holdings II L.L.C., which, with respect to the securities held of record by Carlyle VI Dash, is the managing member of CG Subsidiary Holdings L.L.C., which is the general partner of TC Group Cayman Investment Holdings, L.P., which is the general partner of TC Group Cayman Investment Holdings Sub L.P., which is the sole member of TC Group VI, L.L.C., which is the general partner of TC Group VI, L.P., which is the general partner of Carlyle VI Dash.

Read SEC document
February 24, 2021 Filed Feb 26, 2021 17:05 UTC
TC Group, LLC10% owner
ConversionLLC Units of ZoomInfo Holdings LLC · Derivative 1,960,039 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-008432 · doc4.xml · derivative · entry 4

Carlyle Group Management L.L.C. · CIK 0001548624 · 10% owner

Carlyle Group Inc. · CIK 0001527166 · 10% owner

Carlyle Holdings I GP Inc. · CIK 0001548626 · 10% owner

Carlyle Holdings I GP Sub L.L.C. · CIK 0001548627 · 10% owner

Carlyle Holdings I L.P. · CIK 0001548628 · 10% owner

CG Subsidiary Holdings L.L.C. · CIK 0001790577 · 10% owner

TC Group, LLC · CIK 0000933790 · 10% owner

TC Group Sub L.P. · CIK 0001548639 · 10% owner

Carlyle Holdings II GP L.L.C. · CIK 0001548629 · 10% owner

Carlyle Holdings II L.L.C. · CIK 0001548630 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnotes

Disclosed balance after: 37,493,725

Underlying: Class A Common Stock · 1,960,039 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.

F5 · derivative.exercise_price: The OpCo Units and an equal number of shares of Class B Common Stock, together are exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to certain exceptions, conditions and adjustments, and have no expiration date.

F5 · derivative.exercise_date: The OpCo Units and an equal number of shares of Class B Common Stock, together are exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to certain exceptions, conditions and adjustments, and have no expiration date.

F5 · derivative.expiration_date: The OpCo Units and an equal number of shares of Class B Common Stock, together are exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to certain exceptions, conditions and adjustments, and have no expiration date.

F1 · ownership.nature: Following the transactions reported herein, includes (i) 37,493,725 LLC Units of ZoomInfo Holdings LLC ("OpCo Units") and shares of Class B Common Stock held by Carlyle Partners VI Evergreen Holdings, L.P. ("Carlyle Evergreen"), (ii) 37,702,342 shares of Class C Common Stock held of record by CP VI Evergreen Holdings, L.P. ("CP VI Evergreen") and (iii) 14,090,268 shares of Class C Common Stock held of record by Carlyle Partners VI Dash Holdings, L.P. ("Carlyle VI Dash").

F2 · ownership.nature: Carlyle Group Management L.L.C. holds an irrevocable proxy to vote a majority of the shares of The Carlyle Group Inc., which is a publicly traded entity listed on Nasdaq. The Carlyle Group Inc. is the sole shareholder of Carlyle Holdings I GP Inc., which is the sole member of Carlyle Holdings I GP Sub L.L.C., which is the general partner of Carlyle Holdings I L.P., which, with respect to the securities held of record by Carlyle Evergreen and CP VI Evergreen, is the managing member of CG Subsidiary Holdings L.L.C., which is the managing member of TC Group, L.L.C., which is the general partner of TC Group Sub L.P., which is the managing member of TC Group VI S1, L.L.C., which is the general partner of TC Group VI S1, L.P., which is the general partner of Carlyle Evergreen and CP VI Evergreen.

F3 · ownership.nature: Cont'd. The Carlyle Group Inc. is also the sole member of Carlyle Holdings II GP L.L.C., which is the managing member of Carlyle Holdings II L.L.C., which, with respect to the securities held of record by Carlyle VI Dash, is the managing member of CG Subsidiary Holdings L.L.C., which is the general partner of TC Group Cayman Investment Holdings, L.P., which is the general partner of TC Group Cayman Investment Holdings Sub L.P., which is the sole member of TC Group VI, L.L.C., which is the general partner of TC Group VI, L.P., which is the general partner of Carlyle VI Dash.

Read SEC document
February 24, 2021 Filed Feb 26, 2021 17:05 UTC
TC Group, LLC10% owner
SaleClass A Common Stock 3,930,984 $55.25 $217,186,866.00
Disclosure

SEC source: 0000899243-21-008432 · doc4.xml · nonDerivative · entry 3

Carlyle Group Management L.L.C. · CIK 0001548624 · 10% owner

Carlyle Group Inc. · CIK 0001527166 · 10% owner

Carlyle Holdings I GP Inc. · CIK 0001548626 · 10% owner

Carlyle Holdings I GP Sub L.L.C. · CIK 0001548627 · 10% owner

Carlyle Holdings I L.P. · CIK 0001548628 · 10% owner

CG Subsidiary Holdings L.L.C. · CIK 0001790577 · 10% owner

TC Group, LLC · CIK 0000933790 · 10% owner

TC Group Sub L.P. · CIK 0001548639 · 10% owner

Carlyle Holdings II GP L.L.C. · CIK 0001548629 · 10% owner

Carlyle Holdings II L.L.C. · CIK 0001548630 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnotes

Disclosed balance after: 0

F1 · ownership.nature: Following the transactions reported herein, includes (i) 37,493,725 LLC Units of ZoomInfo Holdings LLC ("OpCo Units") and shares of Class B Common Stock held by Carlyle Partners VI Evergreen Holdings, L.P. ("Carlyle Evergreen"), (ii) 37,702,342 shares of Class C Common Stock held of record by CP VI Evergreen Holdings, L.P. ("CP VI Evergreen") and (iii) 14,090,268 shares of Class C Common Stock held of record by Carlyle Partners VI Dash Holdings, L.P. ("Carlyle VI Dash").

F2 · ownership.nature: Carlyle Group Management L.L.C. holds an irrevocable proxy to vote a majority of the shares of The Carlyle Group Inc., which is a publicly traded entity listed on Nasdaq. The Carlyle Group Inc. is the sole shareholder of Carlyle Holdings I GP Inc., which is the sole member of Carlyle Holdings I GP Sub L.L.C., which is the general partner of Carlyle Holdings I L.P., which, with respect to the securities held of record by Carlyle Evergreen and CP VI Evergreen, is the managing member of CG Subsidiary Holdings L.L.C., which is the managing member of TC Group, L.L.C., which is the general partner of TC Group Sub L.P., which is the managing member of TC Group VI S1, L.L.C., which is the general partner of TC Group VI S1, L.P., which is the general partner of Carlyle Evergreen and CP VI Evergreen.

F3 · ownership.nature: Cont'd. The Carlyle Group Inc. is also the sole member of Carlyle Holdings II GP L.L.C., which is the managing member of Carlyle Holdings II L.L.C., which, with respect to the securities held of record by Carlyle VI Dash, is the managing member of CG Subsidiary Holdings L.L.C., which is the general partner of TC Group Cayman Investment Holdings, L.P., which is the general partner of TC Group Cayman Investment Holdings Sub L.P., which is the sole member of TC Group VI, L.L.C., which is the general partner of TC Group VI, L.P., which is the general partner of Carlyle VI Dash.

Read SEC document
February 24, 2021 Filed Feb 26, 2021 17:05 UTC
TC Group, LLC10% owner
OtherClass B Common Stock 1,960,039 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-008432 · doc4.xml · nonDerivative · entry 2

Carlyle Group Management L.L.C. · CIK 0001548624 · 10% owner

Carlyle Group Inc. · CIK 0001527166 · 10% owner

Carlyle Holdings I GP Inc. · CIK 0001548626 · 10% owner

Carlyle Holdings I GP Sub L.L.C. · CIK 0001548627 · 10% owner

Carlyle Holdings I L.P. · CIK 0001548628 · 10% owner

CG Subsidiary Holdings L.L.C. · CIK 0001790577 · 10% owner

TC Group, LLC · CIK 0000933790 · 10% owner

TC Group Sub L.P. · CIK 0001548639 · 10% owner

Carlyle Holdings II GP L.L.C. · CIK 0001548629 · 10% owner

Carlyle Holdings II L.L.C. · CIK 0001548630 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnotes

Disclosed balance after: 37,493,725

F4 · kind: Reflects the cancellation for no consideration of Class B Common Stock in connection with the conversion of the OpCo Units in to Class A Common Stock.

F1 · ownership.nature: Following the transactions reported herein, includes (i) 37,493,725 LLC Units of ZoomInfo Holdings LLC ("OpCo Units") and shares of Class B Common Stock held by Carlyle Partners VI Evergreen Holdings, L.P. ("Carlyle Evergreen"), (ii) 37,702,342 shares of Class C Common Stock held of record by CP VI Evergreen Holdings, L.P. ("CP VI Evergreen") and (iii) 14,090,268 shares of Class C Common Stock held of record by Carlyle Partners VI Dash Holdings, L.P. ("Carlyle VI Dash").

F2 · ownership.nature: Carlyle Group Management L.L.C. holds an irrevocable proxy to vote a majority of the shares of The Carlyle Group Inc., which is a publicly traded entity listed on Nasdaq. The Carlyle Group Inc. is the sole shareholder of Carlyle Holdings I GP Inc., which is the sole member of Carlyle Holdings I GP Sub L.L.C., which is the general partner of Carlyle Holdings I L.P., which, with respect to the securities held of record by Carlyle Evergreen and CP VI Evergreen, is the managing member of CG Subsidiary Holdings L.L.C., which is the managing member of TC Group, L.L.C., which is the general partner of TC Group Sub L.P., which is the managing member of TC Group VI S1, L.L.C., which is the general partner of TC Group VI S1, L.P., which is the general partner of Carlyle Evergreen and CP VI Evergreen.

F3 · ownership.nature: Cont'd. The Carlyle Group Inc. is also the sole member of Carlyle Holdings II GP L.L.C., which is the managing member of Carlyle Holdings II L.L.C., which, with respect to the securities held of record by Carlyle VI Dash, is the managing member of CG Subsidiary Holdings L.L.C., which is the general partner of TC Group Cayman Investment Holdings, L.P., which is the general partner of TC Group Cayman Investment Holdings Sub L.P., which is the sole member of TC Group VI, L.L.C., which is the general partner of TC Group VI, L.P., which is the general partner of Carlyle VI Dash.

Read SEC document
February 24, 2021 Filed Feb 26, 2021 17:05 UTC
TC Group, LLC10% owner
ConversionClass A Common Stock 3,930,984 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-008432 · doc4.xml · nonDerivative · entry 1

Carlyle Group Management L.L.C. · CIK 0001548624 · 10% owner

Carlyle Group Inc. · CIK 0001527166 · 10% owner

Carlyle Holdings I GP Inc. · CIK 0001548626 · 10% owner

Carlyle Holdings I GP Sub L.L.C. · CIK 0001548627 · 10% owner

Carlyle Holdings I L.P. · CIK 0001548628 · 10% owner

CG Subsidiary Holdings L.L.C. · CIK 0001790577 · 10% owner

TC Group, LLC · CIK 0000933790 · 10% owner

TC Group Sub L.P. · CIK 0001548639 · 10% owner

Carlyle Holdings II GP L.L.C. · CIK 0001548629 · 10% owner

Carlyle Holdings II L.L.C. · CIK 0001548630 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnotes

Disclosed balance after: 3,930,984

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 · ownership.nature: Following the transactions reported herein, includes (i) 37,493,725 LLC Units of ZoomInfo Holdings LLC ("OpCo Units") and shares of Class B Common Stock held by Carlyle Partners VI Evergreen Holdings, L.P. ("Carlyle Evergreen"), (ii) 37,702,342 shares of Class C Common Stock held of record by CP VI Evergreen Holdings, L.P. ("CP VI Evergreen") and (iii) 14,090,268 shares of Class C Common Stock held of record by Carlyle Partners VI Dash Holdings, L.P. ("Carlyle VI Dash").

F2 · ownership.nature: Carlyle Group Management L.L.C. holds an irrevocable proxy to vote a majority of the shares of The Carlyle Group Inc., which is a publicly traded entity listed on Nasdaq. The Carlyle Group Inc. is the sole shareholder of Carlyle Holdings I GP Inc., which is the sole member of Carlyle Holdings I GP Sub L.L.C., which is the general partner of Carlyle Holdings I L.P., which, with respect to the securities held of record by Carlyle Evergreen and CP VI Evergreen, is the managing member of CG Subsidiary Holdings L.L.C., which is the managing member of TC Group, L.L.C., which is the general partner of TC Group Sub L.P., which is the managing member of TC Group VI S1, L.L.C., which is the general partner of TC Group VI S1, L.P., which is the general partner of Carlyle Evergreen and CP VI Evergreen.

F3 · ownership.nature: Cont'd. The Carlyle Group Inc. is also the sole member of Carlyle Holdings II GP L.L.C., which is the managing member of Carlyle Holdings II L.L.C., which, with respect to the securities held of record by Carlyle VI Dash, is the managing member of CG Subsidiary Holdings L.L.C., which is the general partner of TC Group Cayman Investment Holdings, L.P., which is the general partner of TC Group Cayman Investment Holdings Sub L.P., which is the sole member of TC Group VI, L.L.C., which is the general partner of TC Group VI, L.P., which is the general partner of Carlyle VI Dash.

Read SEC document
February 24, 2021 Filed Feb 26, 2021 22:54 UTC OtherLLC Units of ZoomInfo Intermediate Holdings LLC · Derivative 203,983 $0.00 $0.00
Disclosure

SEC source: 0001794515-21-000069 · wf-form4_161438004450538.xml · derivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,955,182

Underlying: Class A Common Stock · 203,983 shares

Expires not disclosed

F1 · derivative.exercise_price: Pursuant to the terms of the limited liability company agreement for ZoomInfo Intermediate Holdings LLC ("HoldCo"), limited liability company units of HoldCo ("HoldCo Units") and an equal number of shares of Class B Common Stock ("Class B Common Stock") of ZoomInfo Technologies Inc. ("ZoomInfo"), together are exchangeable for shares of Class A Common Stock of ZoomInfo on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share.

F2 · kind: Reflects a distribution of HoldCo Units to one or more employees of ZoomInfo and its subsidiaries.

F1 · derivative.exercise_date: Pursuant to the terms of the limited liability company agreement for ZoomInfo Intermediate Holdings LLC ("HoldCo"), limited liability company units of HoldCo ("HoldCo Units") and an equal number of shares of Class B Common Stock ("Class B Common Stock") of ZoomInfo Technologies Inc. ("ZoomInfo"), together are exchangeable for shares of Class A Common Stock of ZoomInfo on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share.

F1 · derivative.expiration_date: Pursuant to the terms of the limited liability company agreement for ZoomInfo Intermediate Holdings LLC ("HoldCo"), limited liability company units of HoldCo ("HoldCo Units") and an equal number of shares of Class B Common Stock ("Class B Common Stock") of ZoomInfo Technologies Inc. ("ZoomInfo"), together are exchangeable for shares of Class A Common Stock of ZoomInfo on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share.

F1 · derivative.underlying: Pursuant to the terms of the limited liability company agreement for ZoomInfo Intermediate Holdings LLC ("HoldCo"), limited liability company units of HoldCo ("HoldCo Units") and an equal number of shares of Class B Common Stock ("Class B Common Stock") of ZoomInfo Technologies Inc. ("ZoomInfo"), together are exchangeable for shares of Class A Common Stock of ZoomInfo on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share.

Read SEC document
February 24, 2021 Filed Feb 26, 2021 16:15 UTC
22C Capital GP I, L.L.C10% owner · See Remarks
22C Capital GP I MM LLC10% owner · See Remarks
22C Capital I, L.P.10% owner · See Remarks
22C Capital I-A, L.P.10% owner · See Remarks
22C DiscoverOrg Advisors, LLC10% owner · See Remarks
22C DiscoverOrg MM, LLC10% owner · See Remarks
22C DiscoverOrg Investors, LLC10% owner · See Remarks
Edell Eric J10% owner · See Remarks
22C Magellan Holdings LLC10% owner · See Remarks
ConversionLLC Units of ZoomInfo Holdings LLC · Derivative 779,598 $0.00 $0.00
Disclosure

SEC source: 0000905148-21-000247 · form4.xml · derivative · entry 8

22C Capital GP I, L.L.C · CIK 0001813836 · 10% owner · See Remarks

22C Capital GP I MM LLC · CIK 0001813837 · 10% owner · See Remarks

22C Capital I, L.P. · CIK 0001754570 · 10% owner · See Remarks

22C Capital I-A, L.P. · CIK 0001755053 · 10% owner · See Remarks

22C DiscoverOrg Advisors, LLC · CIK 0001813885 · 10% owner · See Remarks

22C DiscoverOrg MM, LLC · CIK 0001813838 · 10% owner · See Remarks

22C DiscoverOrg Investors, LLC · CIK 0001743159 · 10% owner · See Remarks

Edell Eric J · CIK 0001813873 · 10% owner · See Remarks

22C Magellan Holdings LLC · CIK 0001814161 · 10% owner · See Remarks

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnotes

Disclosed balance after: 12,182,507

Underlying: Class A Common Stock · 779,598 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.

F5 · derivative.exercise_price: Pursuant to the terms of the limited liability company agreement for ZoomInfo Holdings LLC ("OpCo"), limited liability company units of OpCo ("OpCo Units") and an equal number of shares of the Issuer's Class B common stock ("Class B Common Stock"), together are exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share.

F5 · derivative.exercise_date: Pursuant to the terms of the limited liability company agreement for ZoomInfo Holdings LLC ("OpCo"), limited liability company units of OpCo ("OpCo Units") and an equal number of shares of the Issuer's Class B common stock ("Class B Common Stock"), together are exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share.

F5 · derivative.expiration_date: Pursuant to the terms of the limited liability company agreement for ZoomInfo Holdings LLC ("OpCo"), limited liability company units of OpCo ("OpCo Units") and an equal number of shares of the Issuer's Class B common stock ("Class B Common Stock"), together are exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share.

F1 · ownership.direct: These shares are held directly following this offering by 22C Magellan Holdings LLC, whose two principal members are 22C DiscoverOrg Investors, LLC and 22C Capital I, L.P. 22C DiscoverOrg MM, LLC is the managing member of 22C DiscoverOrg Investors, LLC. 22C DiscoverOrg Advisors, LLC is the managing member of 22C DiscoverOrg MM, LLC.

F3 · ownership.direct: 22C Capital GP I, L.L.C. is the general partner of 22C Capital I, L.P. and of 22C Capital I-A, L.P. 22C Capital GP I MM LLC is the managing member of 22C Capital GP I, L.L.C. Eric Edell and D. Randall Winn are co-managing members of 22C DiscoverOrg Advisors, LLC and co-members of 22C Capital GP I MM LLC and, in such capacities, exercise voting or investment power over the shares held directly by each of 22C Magellan Holdings LLC and by 22C Capital I-A, L.P. Each of the 22C Capital reporting persons, Mr. Edell and Mr. Winn disclaims beneficial ownership of these shares except to the extent of its or his pecuniary interest therein, and this report shall not be deemed an admission that such person is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or for any other purpose.

F1 · ownership.nature: These shares are held directly following this offering by 22C Magellan Holdings LLC, whose two principal members are 22C DiscoverOrg Investors, LLC and 22C Capital I, L.P. 22C DiscoverOrg MM, LLC is the managing member of 22C DiscoverOrg Investors, LLC. 22C DiscoverOrg Advisors, LLC is the managing member of 22C DiscoverOrg MM, LLC.

F3 · ownership.nature: 22C Capital GP I, L.L.C. is the general partner of 22C Capital I, L.P. and of 22C Capital I-A, L.P. 22C Capital GP I MM LLC is the managing member of 22C Capital GP I, L.L.C. Eric Edell and D. Randall Winn are co-managing members of 22C DiscoverOrg Advisors, LLC and co-members of 22C Capital GP I MM LLC and, in such capacities, exercise voting or investment power over the shares held directly by each of 22C Magellan Holdings LLC and by 22C Capital I-A, L.P. Each of the 22C Capital reporting persons, Mr. Edell and Mr. Winn disclaims beneficial ownership of these shares except to the extent of its or his pecuniary interest therein, and this report shall not be deemed an admission that such person is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or for any other purpose.

Read SEC document
February 24, 2021 Filed Feb 26, 2021 16:15 UTC
22C Capital GP I, L.L.C10% owner · See Remarks
22C Capital GP I MM LLC10% owner · See Remarks
22C Capital I, L.P.10% owner · See Remarks
22C Capital I-A, L.P.10% owner · See Remarks
22C DiscoverOrg Advisors, LLC10% owner · See Remarks
22C DiscoverOrg MM, LLC10% owner · See Remarks
22C DiscoverOrg Investors, LLC10% owner · See Remarks
Edell Eric J10% owner · See Remarks
22C Magellan Holdings LLC10% owner · See Remarks
ConversionClass C Common Stock · Derivative 25,570 $0.00 $0.00
Disclosure

SEC source: 0000905148-21-000247 · form4.xml · derivative · entry 5

22C Capital GP I, L.L.C · CIK 0001813836 · 10% owner · See Remarks

22C Capital GP I MM LLC · CIK 0001813837 · 10% owner · See Remarks

22C Capital I, L.P. · CIK 0001754570 · 10% owner · See Remarks

22C Capital I-A, L.P. · CIK 0001755053 · 10% owner · See Remarks

22C DiscoverOrg Advisors, LLC · CIK 0001813885 · 10% owner · See Remarks

22C DiscoverOrg MM, LLC · CIK 0001813838 · 10% owner · See Remarks

22C DiscoverOrg Investors, LLC · CIK 0001743159 · 10% owner · See Remarks

Edell Eric J · CIK 0001813873 · 10% owner · See Remarks

22C Magellan Holdings LLC · CIK 0001814161 · 10% owner · See Remarks

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnotes

Disclosed balance after: 398,476

Underlying: Class A Common Stock · 25,570 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.

F4 · derivative.exercise_price: Shares of the Issuer's Class C common stock ("Class C Common Stock") have ten votes per share and are convertible into shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis at the discretion of the holder. These conversion rights do not expire. In addition, each share of Class C Common Stock will convert automatically into one share of Class A Common Stock pursuant to the terms of the Issuer's Amended and Restated Certificate of Incorporation (the "Charter"), including upon any transfer, whether or not for value, except for certain affiliate transfers described in the Charter.

F4 · derivative.exercise_date: Shares of the Issuer's Class C common stock ("Class C Common Stock") have ten votes per share and are convertible into shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis at the discretion of the holder. These conversion rights do not expire. In addition, each share of Class C Common Stock will convert automatically into one share of Class A Common Stock pursuant to the terms of the Issuer's Amended and Restated Certificate of Incorporation (the "Charter"), including upon any transfer, whether or not for value, except for certain affiliate transfers described in the Charter.

F4 · derivative.expiration_date: Shares of the Issuer's Class C common stock ("Class C Common Stock") have ten votes per share and are convertible into shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis at the discretion of the holder. These conversion rights do not expire. In addition, each share of Class C Common Stock will convert automatically into one share of Class A Common Stock pursuant to the terms of the Issuer's Amended and Restated Certificate of Incorporation (the "Charter"), including upon any transfer, whether or not for value, except for certain affiliate transfers described in the Charter.

F2 · ownership.direct: These shares are held directly by 22C Capital I-A, L.P.

F3 · ownership.direct: 22C Capital GP I, L.L.C. is the general partner of 22C Capital I, L.P. and of 22C Capital I-A, L.P. 22C Capital GP I MM LLC is the managing member of 22C Capital GP I, L.L.C. Eric Edell and D. Randall Winn are co-managing members of 22C DiscoverOrg Advisors, LLC and co-members of 22C Capital GP I MM LLC and, in such capacities, exercise voting or investment power over the shares held directly by each of 22C Magellan Holdings LLC and by 22C Capital I-A, L.P. Each of the 22C Capital reporting persons, Mr. Edell and Mr. Winn disclaims beneficial ownership of these shares except to the extent of its or his pecuniary interest therein, and this report shall not be deemed an admission that such person is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or for any other purpose.

F2 · ownership.nature: These shares are held directly by 22C Capital I-A, L.P.

F3 · ownership.nature: 22C Capital GP I, L.L.C. is the general partner of 22C Capital I, L.P. and of 22C Capital I-A, L.P. 22C Capital GP I MM LLC is the managing member of 22C Capital GP I, L.L.C. Eric Edell and D. Randall Winn are co-managing members of 22C DiscoverOrg Advisors, LLC and co-members of 22C Capital GP I MM LLC and, in such capacities, exercise voting or investment power over the shares held directly by each of 22C Magellan Holdings LLC and by 22C Capital I-A, L.P. Each of the 22C Capital reporting persons, Mr. Edell and Mr. Winn disclaims beneficial ownership of these shares except to the extent of its or his pecuniary interest therein, and this report shall not be deemed an admission that such person is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or for any other purpose.

Read SEC document
February 24, 2021 Filed Feb 26, 2021 16:15 UTC
22C Capital GP I, L.L.C10% owner · See Remarks
22C Capital GP I MM LLC10% owner · See Remarks
22C Capital I, L.P.10% owner · See Remarks
22C Capital I-A, L.P.10% owner · See Remarks
22C DiscoverOrg Advisors, LLC10% owner · See Remarks
22C DiscoverOrg MM, LLC10% owner · See Remarks
22C DiscoverOrg Investors, LLC10% owner · See Remarks
Edell Eric J10% owner · See Remarks
22C Magellan Holdings LLC10% owner · See Remarks
SaleClass A Common Stock 779,598 $55.25 $43,072,789.50
Disclosure

SEC source: 0000905148-21-000247 · form4.xml · nonDerivative · entry 4

22C Capital GP I, L.L.C · CIK 0001813836 · 10% owner · See Remarks

22C Capital GP I MM LLC · CIK 0001813837 · 10% owner · See Remarks

22C Capital I, L.P. · CIK 0001754570 · 10% owner · See Remarks

22C Capital I-A, L.P. · CIK 0001755053 · 10% owner · See Remarks

22C DiscoverOrg Advisors, LLC · CIK 0001813885 · 10% owner · See Remarks

22C DiscoverOrg MM, LLC · CIK 0001813838 · 10% owner · See Remarks

22C DiscoverOrg Investors, LLC · CIK 0001743159 · 10% owner · See Remarks

Edell Eric J · CIK 0001813873 · 10% owner · See Remarks

22C Magellan Holdings LLC · CIK 0001814161 · 10% owner · See Remarks

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnotes

Disclosed balance after: 0

F1 · ownership.direct: These shares are held directly following this offering by 22C Magellan Holdings LLC, whose two principal members are 22C DiscoverOrg Investors, LLC and 22C Capital I, L.P. 22C DiscoverOrg MM, LLC is the managing member of 22C DiscoverOrg Investors, LLC. 22C DiscoverOrg Advisors, LLC is the managing member of 22C DiscoverOrg MM, LLC.

F3 · ownership.direct: 22C Capital GP I, L.L.C. is the general partner of 22C Capital I, L.P. and of 22C Capital I-A, L.P. 22C Capital GP I MM LLC is the managing member of 22C Capital GP I, L.L.C. Eric Edell and D. Randall Winn are co-managing members of 22C DiscoverOrg Advisors, LLC and co-members of 22C Capital GP I MM LLC and, in such capacities, exercise voting or investment power over the shares held directly by each of 22C Magellan Holdings LLC and by 22C Capital I-A, L.P. Each of the 22C Capital reporting persons, Mr. Edell and Mr. Winn disclaims beneficial ownership of these shares except to the extent of its or his pecuniary interest therein, and this report shall not be deemed an admission that such person is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or for any other purpose.

F1 · ownership.nature: These shares are held directly following this offering by 22C Magellan Holdings LLC, whose two principal members are 22C DiscoverOrg Investors, LLC and 22C Capital I, L.P. 22C DiscoverOrg MM, LLC is the managing member of 22C DiscoverOrg Investors, LLC. 22C DiscoverOrg Advisors, LLC is the managing member of 22C DiscoverOrg MM, LLC.

F3 · ownership.nature: 22C Capital GP I, L.L.C. is the general partner of 22C Capital I, L.P. and of 22C Capital I-A, L.P. 22C Capital GP I MM LLC is the managing member of 22C Capital GP I, L.L.C. Eric Edell and D. Randall Winn are co-managing members of 22C DiscoverOrg Advisors, LLC and co-members of 22C Capital GP I MM LLC and, in such capacities, exercise voting or investment power over the shares held directly by each of 22C Magellan Holdings LLC and by 22C Capital I-A, L.P. Each of the 22C Capital reporting persons, Mr. Edell and Mr. Winn disclaims beneficial ownership of these shares except to the extent of its or his pecuniary interest therein, and this report shall not be deemed an admission that such person is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or for any other purpose.

Read SEC document
February 24, 2021 Filed Feb 26, 2021 16:15 UTC
22C Capital GP I, L.L.C10% owner · See Remarks
22C Capital GP I MM LLC10% owner · See Remarks
22C Capital I, L.P.10% owner · See Remarks
22C Capital I-A, L.P.10% owner · See Remarks
22C DiscoverOrg Advisors, LLC10% owner · See Remarks
22C DiscoverOrg MM, LLC10% owner · See Remarks
22C DiscoverOrg Investors, LLC10% owner · See Remarks
Edell Eric J10% owner · See Remarks
22C Magellan Holdings LLC10% owner · See Remarks
SaleClass A Common Stock 25,570 $55.25 $1,412,742.50
Disclosure

SEC source: 0000905148-21-000247 · form4.xml · nonDerivative · entry 3

22C Capital GP I, L.L.C · CIK 0001813836 · 10% owner · See Remarks

22C Capital GP I MM LLC · CIK 0001813837 · 10% owner · See Remarks

22C Capital I, L.P. · CIK 0001754570 · 10% owner · See Remarks

22C Capital I-A, L.P. · CIK 0001755053 · 10% owner · See Remarks

22C DiscoverOrg Advisors, LLC · CIK 0001813885 · 10% owner · See Remarks

22C DiscoverOrg MM, LLC · CIK 0001813838 · 10% owner · See Remarks

22C DiscoverOrg Investors, LLC · CIK 0001743159 · 10% owner · See Remarks

Edell Eric J · CIK 0001813873 · 10% owner · See Remarks

22C Magellan Holdings LLC · CIK 0001814161 · 10% owner · See Remarks

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnotes

Disclosed balance after: 0

F2 · ownership.direct: These shares are held directly by 22C Capital I-A, L.P.

F3 · ownership.direct: 22C Capital GP I, L.L.C. is the general partner of 22C Capital I, L.P. and of 22C Capital I-A, L.P. 22C Capital GP I MM LLC is the managing member of 22C Capital GP I, L.L.C. Eric Edell and D. Randall Winn are co-managing members of 22C DiscoverOrg Advisors, LLC and co-members of 22C Capital GP I MM LLC and, in such capacities, exercise voting or investment power over the shares held directly by each of 22C Magellan Holdings LLC and by 22C Capital I-A, L.P. Each of the 22C Capital reporting persons, Mr. Edell and Mr. Winn disclaims beneficial ownership of these shares except to the extent of its or his pecuniary interest therein, and this report shall not be deemed an admission that such person is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or for any other purpose.

F2 · ownership.nature: These shares are held directly by 22C Capital I-A, L.P.

F3 · ownership.nature: 22C Capital GP I, L.L.C. is the general partner of 22C Capital I, L.P. and of 22C Capital I-A, L.P. 22C Capital GP I MM LLC is the managing member of 22C Capital GP I, L.L.C. Eric Edell and D. Randall Winn are co-managing members of 22C DiscoverOrg Advisors, LLC and co-members of 22C Capital GP I MM LLC and, in such capacities, exercise voting or investment power over the shares held directly by each of 22C Magellan Holdings LLC and by 22C Capital I-A, L.P. Each of the 22C Capital reporting persons, Mr. Edell and Mr. Winn disclaims beneficial ownership of these shares except to the extent of its or his pecuniary interest therein, and this report shall not be deemed an admission that such person is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or for any other purpose.

Read SEC document
February 24, 2021 Filed Feb 26, 2021 16:15 UTC
22C Capital GP I, L.L.C10% owner · See Remarks
22C Capital GP I MM LLC10% owner · See Remarks
22C Capital I, L.P.10% owner · See Remarks
22C Capital I-A, L.P.10% owner · See Remarks
22C DiscoverOrg Advisors, LLC10% owner · See Remarks
22C DiscoverOrg MM, LLC10% owner · See Remarks
22C DiscoverOrg Investors, LLC10% owner · See Remarks
Edell Eric J10% owner · See Remarks
22C Magellan Holdings LLC10% owner · See Remarks
ConversionClass A Common Stock 779,598 Not disclosed Not disclosed
Disclosure

SEC source: 0000905148-21-000247 · form4.xml · nonDerivative · entry 2

22C Capital GP I, L.L.C · CIK 0001813836 · 10% owner · See Remarks

22C Capital GP I MM LLC · CIK 0001813837 · 10% owner · See Remarks

22C Capital I, L.P. · CIK 0001754570 · 10% owner · See Remarks

22C Capital I-A, L.P. · CIK 0001755053 · 10% owner · See Remarks

22C DiscoverOrg Advisors, LLC · CIK 0001813885 · 10% owner · See Remarks

22C DiscoverOrg MM, LLC · CIK 0001813838 · 10% owner · See Remarks

22C DiscoverOrg Investors, LLC · CIK 0001743159 · 10% owner · See Remarks

Edell Eric J · CIK 0001813873 · 10% owner · See Remarks

22C Magellan Holdings LLC · CIK 0001814161 · 10% owner · See Remarks

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnotes

Disclosed balance after: 779,598

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.

F4 · price: Shares of the Issuer's Class C common stock ("Class C Common Stock") have ten votes per share and are convertible into shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis at the discretion of the holder. These conversion rights do not expire. In addition, each share of Class C Common Stock will convert automatically into one share of Class A Common Stock pursuant to the terms of the Issuer's Amended and Restated Certificate of Incorporation (the "Charter"), including upon any transfer, whether or not for value, except for certain affiliate transfers described in the Charter.

F5 · price: Pursuant to the terms of the limited liability company agreement for ZoomInfo Holdings LLC ("OpCo"), limited liability company units of OpCo ("OpCo Units") and an equal number of shares of the Issuer's Class B common stock ("Class B Common Stock"), together are exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share.

F1 · ownership.direct: These shares are held directly following this offering by 22C Magellan Holdings LLC, whose two principal members are 22C DiscoverOrg Investors, LLC and 22C Capital I, L.P. 22C DiscoverOrg MM, LLC is the managing member of 22C DiscoverOrg Investors, LLC. 22C DiscoverOrg Advisors, LLC is the managing member of 22C DiscoverOrg MM, LLC.

F3 · ownership.direct: 22C Capital GP I, L.L.C. is the general partner of 22C Capital I, L.P. and of 22C Capital I-A, L.P. 22C Capital GP I MM LLC is the managing member of 22C Capital GP I, L.L.C. Eric Edell and D. Randall Winn are co-managing members of 22C DiscoverOrg Advisors, LLC and co-members of 22C Capital GP I MM LLC and, in such capacities, exercise voting or investment power over the shares held directly by each of 22C Magellan Holdings LLC and by 22C Capital I-A, L.P. Each of the 22C Capital reporting persons, Mr. Edell and Mr. Winn disclaims beneficial ownership of these shares except to the extent of its or his pecuniary interest therein, and this report shall not be deemed an admission that such person is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or for any other purpose.

F1 · ownership.nature: These shares are held directly following this offering by 22C Magellan Holdings LLC, whose two principal members are 22C DiscoverOrg Investors, LLC and 22C Capital I, L.P. 22C DiscoverOrg MM, LLC is the managing member of 22C DiscoverOrg Investors, LLC. 22C DiscoverOrg Advisors, LLC is the managing member of 22C DiscoverOrg MM, LLC.

F3 · ownership.nature: 22C Capital GP I, L.L.C. is the general partner of 22C Capital I, L.P. and of 22C Capital I-A, L.P. 22C Capital GP I MM LLC is the managing member of 22C Capital GP I, L.L.C. Eric Edell and D. Randall Winn are co-managing members of 22C DiscoverOrg Advisors, LLC and co-members of 22C Capital GP I MM LLC and, in such capacities, exercise voting or investment power over the shares held directly by each of 22C Magellan Holdings LLC and by 22C Capital I-A, L.P. Each of the 22C Capital reporting persons, Mr. Edell and Mr. Winn disclaims beneficial ownership of these shares except to the extent of its or his pecuniary interest therein, and this report shall not be deemed an admission that such person is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or for any other purpose.

Read SEC document
February 24, 2021 Filed Feb 26, 2021 16:15 UTC
22C Capital GP I, L.L.C10% owner · See Remarks
22C Capital GP I MM LLC10% owner · See Remarks
22C Capital I, L.P.10% owner · See Remarks
22C Capital I-A, L.P.10% owner · See Remarks
22C DiscoverOrg Advisors, LLC10% owner · See Remarks
22C DiscoverOrg MM, LLC10% owner · See Remarks
22C DiscoverOrg Investors, LLC10% owner · See Remarks
Edell Eric J10% owner · See Remarks
22C Magellan Holdings LLC10% owner · See Remarks
ConversionClass A Common Stock 25,570 Not disclosed Not disclosed
Disclosure

SEC source: 0000905148-21-000247 · form4.xml · nonDerivative · entry 1

22C Capital GP I, L.L.C · CIK 0001813836 · 10% owner · See Remarks

22C Capital GP I MM LLC · CIK 0001813837 · 10% owner · See Remarks

22C Capital I, L.P. · CIK 0001754570 · 10% owner · See Remarks

22C Capital I-A, L.P. · CIK 0001755053 · 10% owner · See Remarks

22C DiscoverOrg Advisors, LLC · CIK 0001813885 · 10% owner · See Remarks

22C DiscoverOrg MM, LLC · CIK 0001813838 · 10% owner · See Remarks

22C DiscoverOrg Investors, LLC · CIK 0001743159 · 10% owner · See Remarks

Edell Eric J · CIK 0001813873 · 10% owner · See Remarks

22C Magellan Holdings LLC · CIK 0001814161 · 10% owner · See Remarks

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnotes

Disclosed balance after: 25,570

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.

F4 · price: Shares of the Issuer's Class C common stock ("Class C Common Stock") have ten votes per share and are convertible into shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis at the discretion of the holder. These conversion rights do not expire. In addition, each share of Class C Common Stock will convert automatically into one share of Class A Common Stock pursuant to the terms of the Issuer's Amended and Restated Certificate of Incorporation (the "Charter"), including upon any transfer, whether or not for value, except for certain affiliate transfers described in the Charter.

F2 · ownership.direct: These shares are held directly by 22C Capital I-A, L.P.

F3 · ownership.direct: 22C Capital GP I, L.L.C. is the general partner of 22C Capital I, L.P. and of 22C Capital I-A, L.P. 22C Capital GP I MM LLC is the managing member of 22C Capital GP I, L.L.C. Eric Edell and D. Randall Winn are co-managing members of 22C DiscoverOrg Advisors, LLC and co-members of 22C Capital GP I MM LLC and, in such capacities, exercise voting or investment power over the shares held directly by each of 22C Magellan Holdings LLC and by 22C Capital I-A, L.P. Each of the 22C Capital reporting persons, Mr. Edell and Mr. Winn disclaims beneficial ownership of these shares except to the extent of its or his pecuniary interest therein, and this report shall not be deemed an admission that such person is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or for any other purpose.

F2 · ownership.nature: These shares are held directly by 22C Capital I-A, L.P.

F3 · ownership.nature: 22C Capital GP I, L.L.C. is the general partner of 22C Capital I, L.P. and of 22C Capital I-A, L.P. 22C Capital GP I MM LLC is the managing member of 22C Capital GP I, L.L.C. Eric Edell and D. Randall Winn are co-managing members of 22C DiscoverOrg Advisors, LLC and co-members of 22C Capital GP I MM LLC and, in such capacities, exercise voting or investment power over the shares held directly by each of 22C Magellan Holdings LLC and by 22C Capital I-A, L.P. Each of the 22C Capital reporting persons, Mr. Edell and Mr. Winn disclaims beneficial ownership of these shares except to the extent of its or his pecuniary interest therein, and this report shall not be deemed an admission that such person is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or for any other purpose.

Read SEC document
February 24, 2021 Filed Feb 26, 2021 16:18 UTC
Winn David RandallDirector · 10% owner
FiveW Capital LLC10% owner · See Remarks
FiveW DiscoverOrg LLC10% owner · See Remarks
ConversionLLC Units of ZoomInfo Holdings LLC · Derivative 779,598 $0.00 $0.00
Disclosure

SEC source: 0000905148-21-000248 · form4.xml · derivative · entry 14

Winn David Randall · CIK 0001813116 · Director · 10% owner

FiveW Capital LLC · CIK 0001813869 · 10% owner · See Remarks

FiveW DiscoverOrg LLC · CIK 0001629062 · 10% owner · See Remarks

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnotes

Disclosed balance after: 12,182,507

Underlying: Class A Common Stock · 779,598 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.

F6 · derivative.exercise_price: Pursuant to the terms of the limited liability company agreement for ZoomInfo Holdings LLC ("OpCo"), limited liability company units of OpCo ("OpCo Units") and an equal number of shares of the Issuer's Class B common stock ("Class B Common Stock"), together are exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share.

F6 · derivative.exercise_date: Pursuant to the terms of the limited liability company agreement for ZoomInfo Holdings LLC ("OpCo"), limited liability company units of OpCo ("OpCo Units") and an equal number of shares of the Issuer's Class B common stock ("Class B Common Stock"), together are exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share.

F6 · derivative.expiration_date: Pursuant to the terms of the limited liability company agreement for ZoomInfo Holdings LLC ("OpCo"), limited liability company units of OpCo ("OpCo Units") and an equal number of shares of the Issuer's Class B common stock ("Class B Common Stock"), together are exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share.

F2 · ownership.direct: These shares are held directly following this offering by 22C Magellan Holdings LLC, whose two principal members are 22C DiscoverOrg Investors, LLC and 22C Capital I, L.P. 22C DiscoverOrg MM, LLC is the managing member of 22C DiscoverOrg Investors, LLC. 22C DiscoverOrg Advisors, LLC is the managing member of 22C DiscoverOrg MM, LLC.

F4 · ownership.direct: 22C Capital GP I, L.L.C. is the general partner of 22C Capital I, L.P. and of 22C Capital I-A, L.P. 22C Capital GP I MM LLC is the managing member of 22C Capital GP I, L.L.C. Eric Edell and D. Randall Winn are co-managing members of 22C DiscoverOrg Advisors, LLC and co-members of 22C Capital GP I MM LLC and, in such capacities, exercise voting or investment power over the shares held directly by each of 22C Magellan Holdings LLC and by 22C Capital I-A, L.P. Each of the 22C Capital reporting persons, Mr. Edell and Mr. Winn disclaims beneficial ownership of these shares except to the extent of its or his pecuniary interest therein, and this report shall not be deemed an admission that such person is the beneficial owner of the shares for purposes of Section 16 of the Exchange Act, or for any other purpose.

F2 · ownership.nature: These shares are held directly following this offering by 22C Magellan Holdings LLC, whose two principal members are 22C DiscoverOrg Investors, LLC and 22C Capital I, L.P. 22C DiscoverOrg MM, LLC is the managing member of 22C DiscoverOrg Investors, LLC. 22C DiscoverOrg Advisors, LLC is the managing member of 22C DiscoverOrg MM, LLC.

F4 · ownership.nature: 22C Capital GP I, L.L.C. is the general partner of 22C Capital I, L.P. and of 22C Capital I-A, L.P. 22C Capital GP I MM LLC is the managing member of 22C Capital GP I, L.L.C. Eric Edell and D. Randall Winn are co-managing members of 22C DiscoverOrg Advisors, LLC and co-members of 22C Capital GP I MM LLC and, in such capacities, exercise voting or investment power over the shares held directly by each of 22C Magellan Holdings LLC and by 22C Capital I-A, L.P. Each of the 22C Capital reporting persons, Mr. Edell and Mr. Winn disclaims beneficial ownership of these shares except to the extent of its or his pecuniary interest therein, and this report shall not be deemed an admission that such person is the beneficial owner of the shares for purposes of Section 16 of the Exchange Act, or for any other purpose.

Read SEC document
February 24, 2021 Filed Feb 26, 2021 16:18 UTC
Winn David RandallDirector · 10% owner
FiveW Capital LLC10% owner · See Remarks
FiveW DiscoverOrg LLC10% owner · See Remarks
ConversionLLC Units of ZoomInfo Holdings LLC · Derivative 208,457 $0.00 $0.00
Disclosure

SEC source: 0000905148-21-000248 · form4.xml · derivative · entry 13

Winn David Randall · CIK 0001813116 · Director · 10% owner

FiveW Capital LLC · CIK 0001813869 · 10% owner · See Remarks

FiveW DiscoverOrg LLC · CIK 0001629062 · 10% owner · See Remarks

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 4,734,774

Underlying: Class A Common Stock · 208,457 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.

F6 · derivative.exercise_price: Pursuant to the terms of the limited liability company agreement for ZoomInfo Holdings LLC ("OpCo"), limited liability company units of OpCo ("OpCo Units") and an equal number of shares of the Issuer's Class B common stock ("Class B Common Stock"), together are exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share.

F6 · derivative.exercise_date: Pursuant to the terms of the limited liability company agreement for ZoomInfo Holdings LLC ("OpCo"), limited liability company units of OpCo ("OpCo Units") and an equal number of shares of the Issuer's Class B common stock ("Class B Common Stock"), together are exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share.

F6 · derivative.expiration_date: Pursuant to the terms of the limited liability company agreement for ZoomInfo Holdings LLC ("OpCo"), limited liability company units of OpCo ("OpCo Units") and an equal number of shares of the Issuer's Class B common stock ("Class B Common Stock"), together are exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share.

F1 · ownership.direct: These shares are held directly by FiveW DiscoverOrg, LLC, whose managing member is FiveW Capital LLC. D. Randall Winn is the managing member of FiveW Capital LLC and, in such capacity, exercises voting and investment power over the shares held directly by FiveW DiscoverOrg, LLC. Each of FiveW DiscoverOrg, LLC, FiveW Capital LLC and Mr. Winn disclaims beneficial ownership of these shares except to the extent of its or his pecuniary interest therein, and this report shall not be deemed an admission that such person is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or for any other purpose.

F1 · ownership.nature: These shares are held directly by FiveW DiscoverOrg, LLC, whose managing member is FiveW Capital LLC. D. Randall Winn is the managing member of FiveW Capital LLC and, in such capacity, exercises voting and investment power over the shares held directly by FiveW DiscoverOrg, LLC. Each of FiveW DiscoverOrg, LLC, FiveW Capital LLC and Mr. Winn disclaims beneficial ownership of these shares except to the extent of its or his pecuniary interest therein, and this report shall not be deemed an admission that such person is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or for any other purpose.

Read SEC document
February 24, 2021 Filed Feb 26, 2021 16:18 UTC
Winn David RandallDirector · 10% owner
FiveW Capital LLC10% owner · See Remarks
FiveW DiscoverOrg LLC10% owner · See Remarks
ConversionLLC Units of ZoomInfo Holdings LLC · Derivative 55,391 $0.00 $0.00
Disclosure

SEC source: 0000905148-21-000248 · form4.xml · derivative · entry 12

Winn David Randall · CIK 0001813116 · Director · 10% owner

FiveW Capital LLC · CIK 0001813869 · 10% owner · See Remarks

FiveW DiscoverOrg LLC · CIK 0001629062 · 10% owner · See Remarks

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,258,117

Underlying: Class A Common Stock · 55,391 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.

F6 · derivative.exercise_price: Pursuant to the terms of the limited liability company agreement for ZoomInfo Holdings LLC ("OpCo"), limited liability company units of OpCo ("OpCo Units") and an equal number of shares of the Issuer's Class B common stock ("Class B Common Stock"), together are exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share.

F6 · derivative.exercise_date: Pursuant to the terms of the limited liability company agreement for ZoomInfo Holdings LLC ("OpCo"), limited liability company units of OpCo ("OpCo Units") and an equal number of shares of the Issuer's Class B common stock ("Class B Common Stock"), together are exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share.

F6 · derivative.expiration_date: Pursuant to the terms of the limited liability company agreement for ZoomInfo Holdings LLC ("OpCo"), limited liability company units of OpCo ("OpCo Units") and an equal number of shares of the Issuer's Class B common stock ("Class B Common Stock"), together are exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share.

Read SEC document
February 24, 2021 Filed Feb 26, 2021 16:18 UTC
Winn David RandallDirector · 10% owner
FiveW Capital LLC10% owner · See Remarks
FiveW DiscoverOrg LLC10% owner · See Remarks
ConversionClass C Common Stock · Derivative 25,570 $0.00 $0.00
Disclosure

SEC source: 0000905148-21-000248 · form4.xml · derivative · entry 9

Winn David Randall · CIK 0001813116 · Director · 10% owner

FiveW Capital LLC · CIK 0001813869 · 10% owner · See Remarks

FiveW DiscoverOrg LLC · CIK 0001629062 · 10% owner · See Remarks

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnotes

Disclosed balance after: 398,476

Underlying: Class A Common Stock · 25,570 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.

F5 · derivative.exercise_price: Shares of the Issuer's Class C common stock ("Class C Common Stock") have ten votes per share and are convertible into shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis at the discretion of the holder. These conversion rights do not expire. In addition, each share of Class C Common Stock will convert automatically into one share of Class A Common Stock pursuant to the terms of the Issuer's Amended and Restated Certificate of Incorporation (the "Charter"), including upon any transfer, whether or not for value, except for certain affiliate transfers described in the Charter.

F5 · derivative.exercise_date: Shares of the Issuer's Class C common stock ("Class C Common Stock") have ten votes per share and are convertible into shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis at the discretion of the holder. These conversion rights do not expire. In addition, each share of Class C Common Stock will convert automatically into one share of Class A Common Stock pursuant to the terms of the Issuer's Amended and Restated Certificate of Incorporation (the "Charter"), including upon any transfer, whether or not for value, except for certain affiliate transfers described in the Charter.

F5 · derivative.expiration_date: Shares of the Issuer's Class C common stock ("Class C Common Stock") have ten votes per share and are convertible into shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis at the discretion of the holder. These conversion rights do not expire. In addition, each share of Class C Common Stock will convert automatically into one share of Class A Common Stock pursuant to the terms of the Issuer's Amended and Restated Certificate of Incorporation (the "Charter"), including upon any transfer, whether or not for value, except for certain affiliate transfers described in the Charter.

F3 · ownership.direct: These shares are held directly by 22C Capital I-A, L.P.

F4 · ownership.direct: 22C Capital GP I, L.L.C. is the general partner of 22C Capital I, L.P. and of 22C Capital I-A, L.P. 22C Capital GP I MM LLC is the managing member of 22C Capital GP I, L.L.C. Eric Edell and D. Randall Winn are co-managing members of 22C DiscoverOrg Advisors, LLC and co-members of 22C Capital GP I MM LLC and, in such capacities, exercise voting or investment power over the shares held directly by each of 22C Magellan Holdings LLC and by 22C Capital I-A, L.P. Each of the 22C Capital reporting persons, Mr. Edell and Mr. Winn disclaims beneficial ownership of these shares except to the extent of its or his pecuniary interest therein, and this report shall not be deemed an admission that such person is the beneficial owner of the shares for purposes of Section 16 of the Exchange Act, or for any other purpose.

F3 · ownership.nature: These shares are held directly by 22C Capital I-A, L.P.

F4 · ownership.nature: 22C Capital GP I, L.L.C. is the general partner of 22C Capital I, L.P. and of 22C Capital I-A, L.P. 22C Capital GP I MM LLC is the managing member of 22C Capital GP I, L.L.C. Eric Edell and D. Randall Winn are co-managing members of 22C DiscoverOrg Advisors, LLC and co-members of 22C Capital GP I MM LLC and, in such capacities, exercise voting or investment power over the shares held directly by each of 22C Magellan Holdings LLC and by 22C Capital I-A, L.P. Each of the 22C Capital reporting persons, Mr. Edell and Mr. Winn disclaims beneficial ownership of these shares except to the extent of its or his pecuniary interest therein, and this report shall not be deemed an admission that such person is the beneficial owner of the shares for purposes of Section 16 of the Exchange Act, or for any other purpose.

Read SEC document
February 24, 2021 Filed Feb 26, 2021 16:18 UTC
Winn David RandallDirector · 10% owner
FiveW Capital LLC10% owner · See Remarks
FiveW DiscoverOrg LLC10% owner · See Remarks
SaleClass A Common Stock 779,598 $55.25 $43,072,789.50
Disclosure

SEC source: 0000905148-21-000248 · form4.xml · nonDerivative · entry 8

Winn David Randall · CIK 0001813116 · Director · 10% owner

FiveW Capital LLC · CIK 0001813869 · 10% owner · See Remarks

FiveW DiscoverOrg LLC · CIK 0001629062 · 10% owner · See Remarks

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnotes

Disclosed balance after: 0

F2 · ownership.direct: These shares are held directly following this offering by 22C Magellan Holdings LLC, whose two principal members are 22C DiscoverOrg Investors, LLC and 22C Capital I, L.P. 22C DiscoverOrg MM, LLC is the managing member of 22C DiscoverOrg Investors, LLC. 22C DiscoverOrg Advisors, LLC is the managing member of 22C DiscoverOrg MM, LLC.

F4 · ownership.direct: 22C Capital GP I, L.L.C. is the general partner of 22C Capital I, L.P. and of 22C Capital I-A, L.P. 22C Capital GP I MM LLC is the managing member of 22C Capital GP I, L.L.C. Eric Edell and D. Randall Winn are co-managing members of 22C DiscoverOrg Advisors, LLC and co-members of 22C Capital GP I MM LLC and, in such capacities, exercise voting or investment power over the shares held directly by each of 22C Magellan Holdings LLC and by 22C Capital I-A, L.P. Each of the 22C Capital reporting persons, Mr. Edell and Mr. Winn disclaims beneficial ownership of these shares except to the extent of its or his pecuniary interest therein, and this report shall not be deemed an admission that such person is the beneficial owner of the shares for purposes of Section 16 of the Exchange Act, or for any other purpose.

F2 · ownership.nature: These shares are held directly following this offering by 22C Magellan Holdings LLC, whose two principal members are 22C DiscoverOrg Investors, LLC and 22C Capital I, L.P. 22C DiscoverOrg MM, LLC is the managing member of 22C DiscoverOrg Investors, LLC. 22C DiscoverOrg Advisors, LLC is the managing member of 22C DiscoverOrg MM, LLC.

F4 · ownership.nature: 22C Capital GP I, L.L.C. is the general partner of 22C Capital I, L.P. and of 22C Capital I-A, L.P. 22C Capital GP I MM LLC is the managing member of 22C Capital GP I, L.L.C. Eric Edell and D. Randall Winn are co-managing members of 22C DiscoverOrg Advisors, LLC and co-members of 22C Capital GP I MM LLC and, in such capacities, exercise voting or investment power over the shares held directly by each of 22C Magellan Holdings LLC and by 22C Capital I-A, L.P. Each of the 22C Capital reporting persons, Mr. Edell and Mr. Winn disclaims beneficial ownership of these shares except to the extent of its or his pecuniary interest therein, and this report shall not be deemed an admission that such person is the beneficial owner of the shares for purposes of Section 16 of the Exchange Act, or for any other purpose.

Read SEC document
February 24, 2021 Filed Feb 26, 2021 16:18 UTC
Winn David RandallDirector · 10% owner
FiveW Capital LLC10% owner · See Remarks
FiveW DiscoverOrg LLC10% owner · See Remarks
SaleClass A Common Stock 208,457 $55.25 $11,517,249.25
Disclosure

SEC source: 0000905148-21-000248 · form4.xml · nonDerivative · entry 7

Winn David Randall · CIK 0001813116 · Director · 10% owner

FiveW Capital LLC · CIK 0001813869 · 10% owner · See Remarks

FiveW DiscoverOrg LLC · CIK 0001629062 · 10% owner · See Remarks

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 0

F1 · ownership.direct: These shares are held directly by FiveW DiscoverOrg, LLC, whose managing member is FiveW Capital LLC. D. Randall Winn is the managing member of FiveW Capital LLC and, in such capacity, exercises voting and investment power over the shares held directly by FiveW DiscoverOrg, LLC. Each of FiveW DiscoverOrg, LLC, FiveW Capital LLC and Mr. Winn disclaims beneficial ownership of these shares except to the extent of its or his pecuniary interest therein, and this report shall not be deemed an admission that such person is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or for any other purpose.

F1 · ownership.nature: These shares are held directly by FiveW DiscoverOrg, LLC, whose managing member is FiveW Capital LLC. D. Randall Winn is the managing member of FiveW Capital LLC and, in such capacity, exercises voting and investment power over the shares held directly by FiveW DiscoverOrg, LLC. Each of FiveW DiscoverOrg, LLC, FiveW Capital LLC and Mr. Winn disclaims beneficial ownership of these shares except to the extent of its or his pecuniary interest therein, and this report shall not be deemed an admission that such person is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or for any other purpose.

Read SEC document
February 24, 2021 Filed Feb 26, 2021 16:18 UTC
Winn David RandallDirector · 10% owner
FiveW Capital LLC10% owner · See Remarks
FiveW DiscoverOrg LLC10% owner · See Remarks
SaleClass A Common Stock 55,391 $55.25 $3,060,352.75
Disclosure

SEC source: 0000905148-21-000248 · form4.xml · nonDerivative · entry 6

Winn David Randall · CIK 0001813116 · Director · 10% owner

FiveW Capital LLC · CIK 0001813869 · 10% owner · See Remarks

FiveW DiscoverOrg LLC · CIK 0001629062 · 10% owner · See Remarks

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Read SEC document
February 24, 2021 Filed Feb 26, 2021 16:18 UTC
Winn David RandallDirector · 10% owner
FiveW Capital LLC10% owner · See Remarks
FiveW DiscoverOrg LLC10% owner · See Remarks
SaleClass A Common Stock 25,570 $55.25 $1,412,742.50
Disclosure

SEC source: 0000905148-21-000248 · form4.xml · nonDerivative · entry 5

Winn David Randall · CIK 0001813116 · Director · 10% owner

FiveW Capital LLC · CIK 0001813869 · 10% owner · See Remarks

FiveW DiscoverOrg LLC · CIK 0001629062 · 10% owner · See Remarks

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnotes

Disclosed balance after: 0

F3 · ownership.direct: These shares are held directly by 22C Capital I-A, L.P.

F4 · ownership.direct: 22C Capital GP I, L.L.C. is the general partner of 22C Capital I, L.P. and of 22C Capital I-A, L.P. 22C Capital GP I MM LLC is the managing member of 22C Capital GP I, L.L.C. Eric Edell and D. Randall Winn are co-managing members of 22C DiscoverOrg Advisors, LLC and co-members of 22C Capital GP I MM LLC and, in such capacities, exercise voting or investment power over the shares held directly by each of 22C Magellan Holdings LLC and by 22C Capital I-A, L.P. Each of the 22C Capital reporting persons, Mr. Edell and Mr. Winn disclaims beneficial ownership of these shares except to the extent of its or his pecuniary interest therein, and this report shall not be deemed an admission that such person is the beneficial owner of the shares for purposes of Section 16 of the Exchange Act, or for any other purpose.

F3 · ownership.nature: These shares are held directly by 22C Capital I-A, L.P.

F4 · ownership.nature: 22C Capital GP I, L.L.C. is the general partner of 22C Capital I, L.P. and of 22C Capital I-A, L.P. 22C Capital GP I MM LLC is the managing member of 22C Capital GP I, L.L.C. Eric Edell and D. Randall Winn are co-managing members of 22C DiscoverOrg Advisors, LLC and co-members of 22C Capital GP I MM LLC and, in such capacities, exercise voting or investment power over the shares held directly by each of 22C Magellan Holdings LLC and by 22C Capital I-A, L.P. Each of the 22C Capital reporting persons, Mr. Edell and Mr. Winn disclaims beneficial ownership of these shares except to the extent of its or his pecuniary interest therein, and this report shall not be deemed an admission that such person is the beneficial owner of the shares for purposes of Section 16 of the Exchange Act, or for any other purpose.

Read SEC document
February 24, 2021 Filed Feb 26, 2021 16:18 UTC
Winn David RandallDirector · 10% owner
FiveW Capital LLC10% owner · See Remarks
FiveW DiscoverOrg LLC10% owner · See Remarks
ConversionClass A Common Stock 779,598 Not disclosed Not disclosed
Disclosure

SEC source: 0000905148-21-000248 · form4.xml · nonDerivative · entry 4

Winn David Randall · CIK 0001813116 · Director · 10% owner

FiveW Capital LLC · CIK 0001813869 · 10% owner · See Remarks

FiveW DiscoverOrg LLC · CIK 0001629062 · 10% owner · See Remarks

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnotes

Disclosed balance after: 779,598

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.

F6 · price: Pursuant to the terms of the limited liability company agreement for ZoomInfo Holdings LLC ("OpCo"), limited liability company units of OpCo ("OpCo Units") and an equal number of shares of the Issuer's Class B common stock ("Class B Common Stock"), together are exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share.

F2 · ownership.direct: These shares are held directly following this offering by 22C Magellan Holdings LLC, whose two principal members are 22C DiscoverOrg Investors, LLC and 22C Capital I, L.P. 22C DiscoverOrg MM, LLC is the managing member of 22C DiscoverOrg Investors, LLC. 22C DiscoverOrg Advisors, LLC is the managing member of 22C DiscoverOrg MM, LLC.

F4 · ownership.direct: 22C Capital GP I, L.L.C. is the general partner of 22C Capital I, L.P. and of 22C Capital I-A, L.P. 22C Capital GP I MM LLC is the managing member of 22C Capital GP I, L.L.C. Eric Edell and D. Randall Winn are co-managing members of 22C DiscoverOrg Advisors, LLC and co-members of 22C Capital GP I MM LLC and, in such capacities, exercise voting or investment power over the shares held directly by each of 22C Magellan Holdings LLC and by 22C Capital I-A, L.P. Each of the 22C Capital reporting persons, Mr. Edell and Mr. Winn disclaims beneficial ownership of these shares except to the extent of its or his pecuniary interest therein, and this report shall not be deemed an admission that such person is the beneficial owner of the shares for purposes of Section 16 of the Exchange Act, or for any other purpose.

F2 · ownership.nature: These shares are held directly following this offering by 22C Magellan Holdings LLC, whose two principal members are 22C DiscoverOrg Investors, LLC and 22C Capital I, L.P. 22C DiscoverOrg MM, LLC is the managing member of 22C DiscoverOrg Investors, LLC. 22C DiscoverOrg Advisors, LLC is the managing member of 22C DiscoverOrg MM, LLC.

F4 · ownership.nature: 22C Capital GP I, L.L.C. is the general partner of 22C Capital I, L.P. and of 22C Capital I-A, L.P. 22C Capital GP I MM LLC is the managing member of 22C Capital GP I, L.L.C. Eric Edell and D. Randall Winn are co-managing members of 22C DiscoverOrg Advisors, LLC and co-members of 22C Capital GP I MM LLC and, in such capacities, exercise voting or investment power over the shares held directly by each of 22C Magellan Holdings LLC and by 22C Capital I-A, L.P. Each of the 22C Capital reporting persons, Mr. Edell and Mr. Winn disclaims beneficial ownership of these shares except to the extent of its or his pecuniary interest therein, and this report shall not be deemed an admission that such person is the beneficial owner of the shares for purposes of Section 16 of the Exchange Act, or for any other purpose.

Read SEC document
February 24, 2021 Filed Feb 26, 2021 16:18 UTC
Winn David RandallDirector · 10% owner
FiveW Capital LLC10% owner · See Remarks
FiveW DiscoverOrg LLC10% owner · See Remarks
ConversionClass A Common Stock 208,457 Not disclosed Not disclosed
Disclosure

SEC source: 0000905148-21-000248 · form4.xml · nonDerivative · entry 3

Winn David Randall · CIK 0001813116 · Director · 10% owner

FiveW Capital LLC · CIK 0001813869 · 10% owner · See Remarks

FiveW DiscoverOrg LLC · CIK 0001629062 · 10% owner · See Remarks

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 208,457

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.

F6 · price: Pursuant to the terms of the limited liability company agreement for ZoomInfo Holdings LLC ("OpCo"), limited liability company units of OpCo ("OpCo Units") and an equal number of shares of the Issuer's Class B common stock ("Class B Common Stock"), together are exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share.

F1 · ownership.direct: These shares are held directly by FiveW DiscoverOrg, LLC, whose managing member is FiveW Capital LLC. D. Randall Winn is the managing member of FiveW Capital LLC and, in such capacity, exercises voting and investment power over the shares held directly by FiveW DiscoverOrg, LLC. Each of FiveW DiscoverOrg, LLC, FiveW Capital LLC and Mr. Winn disclaims beneficial ownership of these shares except to the extent of its or his pecuniary interest therein, and this report shall not be deemed an admission that such person is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or for any other purpose.

F1 · ownership.nature: These shares are held directly by FiveW DiscoverOrg, LLC, whose managing member is FiveW Capital LLC. D. Randall Winn is the managing member of FiveW Capital LLC and, in such capacity, exercises voting and investment power over the shares held directly by FiveW DiscoverOrg, LLC. Each of FiveW DiscoverOrg, LLC, FiveW Capital LLC and Mr. Winn disclaims beneficial ownership of these shares except to the extent of its or his pecuniary interest therein, and this report shall not be deemed an admission that such person is the beneficial owner of the shares for purposes of Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or for any other purpose.

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February 24, 2021 Filed Feb 26, 2021 16:18 UTC
Winn David RandallDirector · 10% owner
FiveW Capital LLC10% owner · See Remarks
FiveW DiscoverOrg LLC10% owner · See Remarks
ConversionClass A Common Stock 55,391 Not disclosed Not disclosed
Disclosure

SEC source: 0000905148-21-000248 · form4.xml · nonDerivative · entry 2

Winn David Randall · CIK 0001813116 · Director · 10% owner

FiveW Capital LLC · CIK 0001813869 · 10% owner · See Remarks

FiveW DiscoverOrg LLC · CIK 0001629062 · 10% owner · See Remarks

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 55,391

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.

F6 · price: Pursuant to the terms of the limited liability company agreement for ZoomInfo Holdings LLC ("OpCo"), limited liability company units of OpCo ("OpCo Units") and an equal number of shares of the Issuer's Class B common stock ("Class B Common Stock"), together are exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share.

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February 24, 2021 Filed Feb 26, 2021 16:18 UTC
Winn David RandallDirector · 10% owner
FiveW Capital LLC10% owner · See Remarks
FiveW DiscoverOrg LLC10% owner · See Remarks
ConversionClass A Common Stock 25,570 Not disclosed Not disclosed
Disclosure

SEC source: 0000905148-21-000248 · form4.xml · nonDerivative · entry 1

Winn David Randall · CIK 0001813116 · Director · 10% owner

FiveW Capital LLC · CIK 0001813869 · 10% owner · See Remarks

FiveW DiscoverOrg LLC · CIK 0001629062 · 10% owner · See Remarks

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnotes

Disclosed balance after: 25,570

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.

F5 · price: Shares of the Issuer's Class C common stock ("Class C Common Stock") have ten votes per share and are convertible into shares of the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis at the discretion of the holder. These conversion rights do not expire. In addition, each share of Class C Common Stock will convert automatically into one share of Class A Common Stock pursuant to the terms of the Issuer's Amended and Restated Certificate of Incorporation (the "Charter"), including upon any transfer, whether or not for value, except for certain affiliate transfers described in the Charter.

F3 · ownership.direct: These shares are held directly by 22C Capital I-A, L.P.

F4 · ownership.direct: 22C Capital GP I, L.L.C. is the general partner of 22C Capital I, L.P. and of 22C Capital I-A, L.P. 22C Capital GP I MM LLC is the managing member of 22C Capital GP I, L.L.C. Eric Edell and D. Randall Winn are co-managing members of 22C DiscoverOrg Advisors, LLC and co-members of 22C Capital GP I MM LLC and, in such capacities, exercise voting or investment power over the shares held directly by each of 22C Magellan Holdings LLC and by 22C Capital I-A, L.P. Each of the 22C Capital reporting persons, Mr. Edell and Mr. Winn disclaims beneficial ownership of these shares except to the extent of its or his pecuniary interest therein, and this report shall not be deemed an admission that such person is the beneficial owner of the shares for purposes of Section 16 of the Exchange Act, or for any other purpose.

F3 · ownership.nature: These shares are held directly by 22C Capital I-A, L.P.

F4 · ownership.nature: 22C Capital GP I, L.L.C. is the general partner of 22C Capital I, L.P. and of 22C Capital I-A, L.P. 22C Capital GP I MM LLC is the managing member of 22C Capital GP I, L.L.C. Eric Edell and D. Randall Winn are co-managing members of 22C DiscoverOrg Advisors, LLC and co-members of 22C Capital GP I MM LLC and, in such capacities, exercise voting or investment power over the shares held directly by each of 22C Magellan Holdings LLC and by 22C Capital I-A, L.P. Each of the 22C Capital reporting persons, Mr. Edell and Mr. Winn disclaims beneficial ownership of these shares except to the extent of its or his pecuniary interest therein, and this report shall not be deemed an admission that such person is the beneficial owner of the shares for purposes of Section 16 of the Exchange Act, or for any other purpose.

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February 24, 2021 Filed Feb 26, 2021 18:11 UTC
Hays Joseph ChristopherChief Operating Officer
ConversionLLC Units of ZoomInfo Holdings LLC · Derivative 3,284 $0.00 $0.00
Disclosure

SEC source: 0001794515-21-000071 · wf-form4_161438103908677.xml · derivative · entry 6

Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 79,922

Underlying: Class A Common Stock · 3,284 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.

F7 · derivative.exercise_price: Pursuant to the terms of the limited liability company agreement for OpCo, OpCo Units and an equal number of shares of Class B Common Stock, together are exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share.

F1 · kind: On February 24, 2021, upon vesting limited liability company units of HSKB Funds, LLC ("HSKB Units") settled into limited liability company units ("OpCo Units") of ZoomInfo Holdings LLC ("OpCo") together with an equal number of shares of Class B common stock ("Class B Common Stock") of ZoomInfo Technologies Inc. ("ZoomInfo"). A portion of these OpCo Units and shares of Class B Common Stock were exchanged for shares of the Issuer's Class A common stock ("Class A Common Stock") as described herein.

F7 · derivative.exercise_date: Pursuant to the terms of the limited liability company agreement for OpCo, OpCo Units and an equal number of shares of Class B Common Stock, together are exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share.

F7 · derivative.expiration_date: Pursuant to the terms of the limited liability company agreement for OpCo, OpCo Units and an equal number of shares of Class B Common Stock, together are exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share.

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February 24, 2021 Filed Feb 26, 2021 18:11 UTC
Hays Joseph ChristopherChief Operating Officer
ConversionLLC Units of ZoomInfo Holdings LLC · Derivative 10,629 $0.00 $0.00
Disclosure

SEC source: 0001794515-21-000071 · wf-form4_161438103908677.xml · derivative · entry 5

Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 83,206

Underlying: Class A Common Stock · 10,629 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.

F7 · derivative.exercise_price: Pursuant to the terms of the limited liability company agreement for OpCo, OpCo Units and an equal number of shares of Class B Common Stock, together are exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share.

F1 · kind: On February 24, 2021, upon vesting limited liability company units of HSKB Funds, LLC ("HSKB Units") settled into limited liability company units ("OpCo Units") of ZoomInfo Holdings LLC ("OpCo") together with an equal number of shares of Class B common stock ("Class B Common Stock") of ZoomInfo Technologies Inc. ("ZoomInfo"). A portion of these OpCo Units and shares of Class B Common Stock were exchanged for shares of the Issuer's Class A common stock ("Class A Common Stock") as described herein.

F7 · derivative.exercise_date: Pursuant to the terms of the limited liability company agreement for OpCo, OpCo Units and an equal number of shares of Class B Common Stock, together are exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share.

F7 · derivative.expiration_date: Pursuant to the terms of the limited liability company agreement for OpCo, OpCo Units and an equal number of shares of Class B Common Stock, together are exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share.

Read SEC document
February 24, 2021 Filed Feb 26, 2021 18:11 UTC
Hays Joseph ChristopherChief Operating Officer
ConversionLLC Units of HSKB Funds, LLC · Derivative 10,629 $0.00 $0.00
Disclosure

SEC source: 0001794515-21-000071 · wf-form4_161438103908677.xml · derivative · entry 4

Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 100,990

Underlying: Class A Common Stock · 10,629 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.

F5 · derivative.exercise_price: Each of these HSKB Units represents the economic value of one OpCo Unit. Upon vesting, each HSKB Unit settles into an OpCo Unit and a share of Class B Common Stock, which together may be exchanged for shares of Class A Common Stock on a one-for-one basis, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. Shares of Class B common stock have no economic value and have 10 votes per shares.

F1 · kind: On February 24, 2021, upon vesting limited liability company units of HSKB Funds, LLC ("HSKB Units") settled into limited liability company units ("OpCo Units") of ZoomInfo Holdings LLC ("OpCo") together with an equal number of shares of Class B common stock ("Class B Common Stock") of ZoomInfo Technologies Inc. ("ZoomInfo"). A portion of these OpCo Units and shares of Class B Common Stock were exchanged for shares of the Issuer's Class A common stock ("Class A Common Stock") as described herein.

F6 · derivative.exercise_date: Reflects an original amount of 255,124 HSKB Units of which 101,297 vested on December 5, 2020, 42,208 vested on December 14, 2020 and the remaining unvested portion vests in twenty-one equal monthly installments beginning on January 1, 2021, subject to accelerated vesting upon certain change in control events and other vesting conditions.

F6 · derivative.expiration_date: Reflects an original amount of 255,124 HSKB Units of which 101,297 vested on December 5, 2020, 42,208 vested on December 14, 2020 and the remaining unvested portion vests in twenty-one equal monthly installments beginning on January 1, 2021, subject to accelerated vesting upon certain change in control events and other vesting conditions.

F5 · derivative.underlying: Each of these HSKB Units represents the economic value of one OpCo Unit. Upon vesting, each HSKB Unit settles into an OpCo Unit and a share of Class B Common Stock, which together may be exchanged for shares of Class A Common Stock on a one-for-one basis, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. Shares of Class B common stock have no economic value and have 10 votes per shares.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.