Tapewire

Nasdaq · USD

GTM

ZoomInfo Technologies Inc.

Export transactions ↓
Tapewire entity
1794
SEC CIK
0001794515
Parsed reports
1,009

Last 12 months

Inside the activity.

1 purchase rows · 23 sale rows

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

Latest available

Insider transactions

JSON API
Reset

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
February 01, 2021 Filed Feb 3, 2021 22:54 UTC SaleClass A Common Stock 13,372 $50.37 $673,486.13
Disclosure

SEC source: 0001209191-21-007392 · doc4.xml · nonDerivative · entry 17

TA Atlantic & Pacific VII-B L.P. · CIK 0001548682 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 0

F14 · kind: The sales reported in this Form 4 were effected pursuant to Rule 10b5-1 trading plans adopted by the Reporting Persons on December 6, 2020.

F15 · price: Reflects a weighted-average sale price. The shares were sold in multiple transactions at prices ranging from $50.00 to $51.08. The Reporting Persons will provide upon request to the Securities and Exchange Commission, the Company or security holder of the Company, full information regarding the number of shares sold at each separate price.

F3 · ownership.nature: TA Associates, L.P. is the ultimate general partner of each of XI DO, SDF III Feeder, Atlantic & Pacific VII-B, XI DO AIV, SDF III DO, Atlantic & Pacific VII-A, Investors IV, AP VII-B, SDF III DO AIV II and XI DO AIV II (collectively, the "TA Associates Funds"). Investment and voting control of the TA Associates Funds is held by TA Associates, L.P. Todd R. Crockett and Jason S. Mironov are directors of the Issuer and serve as representatives of TA Associates, L.P. and the TA Associates Funds on the Issuer's board of directors. TA Associates, L.P. disclaims beneficial ownership of such securities, except to the extent of its pecuniary interest in such securities, if any.

F9 · ownership.nature: Securities are held by TA AP VII-B DO Subsidiary Partnership, L.P. ("AP VII-B").

Read SEC document
February 01, 2021 Filed Feb 3, 2021 22:54 UTC SaleClass A Common Stock 14,905 $50.37 $750,696.29
Disclosure

SEC source: 0001209191-21-007392 · doc4.xml · nonDerivative · entry 16

TA Atlantic & Pacific VII-B L.P. · CIK 0001548682 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 0

F14 · kind: The sales reported in this Form 4 were effected pursuant to Rule 10b5-1 trading plans adopted by the Reporting Persons on December 6, 2020.

F15 · price: Reflects a weighted-average sale price. The shares were sold in multiple transactions at prices ranging from $50.00 to $51.08. The Reporting Persons will provide upon request to the Securities and Exchange Commission, the Company or security holder of the Company, full information regarding the number of shares sold at each separate price.

F3 · ownership.nature: TA Associates, L.P. is the ultimate general partner of each of XI DO, SDF III Feeder, Atlantic & Pacific VII-B, XI DO AIV, SDF III DO, Atlantic & Pacific VII-A, Investors IV, AP VII-B, SDF III DO AIV II and XI DO AIV II (collectively, the "TA Associates Funds"). Investment and voting control of the TA Associates Funds is held by TA Associates, L.P. Todd R. Crockett and Jason S. Mironov are directors of the Issuer and serve as representatives of TA Associates, L.P. and the TA Associates Funds on the Issuer's board of directors. TA Associates, L.P. disclaims beneficial ownership of such securities, except to the extent of its pecuniary interest in such securities, if any.

F8 · ownership.nature: Securities are held by TA XI DO AIV II, L.P. ("XI DO AIV II").

Read SEC document
February 01, 2021 Filed Feb 3, 2021 22:54 UTC SaleClass A Common Stock 282 $50.37 $14,203.04
Disclosure

SEC source: 0001209191-21-007392 · doc4.xml · nonDerivative · entry 15

TA Atlantic & Pacific VII-B L.P. · CIK 0001548682 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 0

F14 · kind: The sales reported in this Form 4 were effected pursuant to Rule 10b5-1 trading plans adopted by the Reporting Persons on December 6, 2020.

F15 · price: Reflects a weighted-average sale price. The shares were sold in multiple transactions at prices ranging from $50.00 to $51.08. The Reporting Persons will provide upon request to the Securities and Exchange Commission, the Company or security holder of the Company, full information regarding the number of shares sold at each separate price.

F3 · ownership.nature: TA Associates, L.P. is the ultimate general partner of each of XI DO, SDF III Feeder, Atlantic & Pacific VII-B, XI DO AIV, SDF III DO, Atlantic & Pacific VII-A, Investors IV, AP VII-B, SDF III DO AIV II and XI DO AIV II (collectively, the "TA Associates Funds"). Investment and voting control of the TA Associates Funds is held by TA Associates, L.P. Todd R. Crockett and Jason S. Mironov are directors of the Issuer and serve as representatives of TA Associates, L.P. and the TA Associates Funds on the Issuer's board of directors. TA Associates, L.P. disclaims beneficial ownership of such securities, except to the extent of its pecuniary interest in such securities, if any.

F7 · ownership.nature: Securities are held by TA SDF III DO AIV II, L.P. ("SDF III DO AIV II").

Read SEC document
February 01, 2021 Filed Feb 3, 2021 22:54 UTC SaleClass A Common Stock 8,465 $50.37 $426,343.11
Disclosure

SEC source: 0001209191-21-007392 · doc4.xml · nonDerivative · entry 14

TA Atlantic & Pacific VII-B L.P. · CIK 0001548682 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 0

F14 · kind: The sales reported in this Form 4 were effected pursuant to Rule 10b5-1 trading plans adopted by the Reporting Persons on December 6, 2020.

F15 · price: Reflects a weighted-average sale price. The shares were sold in multiple transactions at prices ranging from $50.00 to $51.08. The Reporting Persons will provide upon request to the Securities and Exchange Commission, the Company or security holder of the Company, full information regarding the number of shares sold at each separate price.

F3 · ownership.nature: TA Associates, L.P. is the ultimate general partner of each of XI DO, SDF III Feeder, Atlantic & Pacific VII-B, XI DO AIV, SDF III DO, Atlantic & Pacific VII-A, Investors IV, AP VII-B, SDF III DO AIV II and XI DO AIV II (collectively, the "TA Associates Funds"). Investment and voting control of the TA Associates Funds is held by TA Associates, L.P. Todd R. Crockett and Jason S. Mironov are directors of the Issuer and serve as representatives of TA Associates, L.P. and the TA Associates Funds on the Issuer's board of directors. TA Associates, L.P. disclaims beneficial ownership of such securities, except to the extent of its pecuniary interest in such securities, if any.

F6 · ownership.nature: Securities are held by TA Investors IV, L.P. ("Investors IV").

Read SEC document
February 01, 2021 Filed Feb 3, 2021 22:54 UTC SaleClass A Common Stock 39,360 $50.37 $1,982,382.14
Disclosure

SEC source: 0001209191-21-007392 · doc4.xml · nonDerivative · entry 13

TA Atlantic & Pacific VII-B L.P. · CIK 0001548682 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 0

F14 · kind: The sales reported in this Form 4 were effected pursuant to Rule 10b5-1 trading plans adopted by the Reporting Persons on December 6, 2020.

F15 · price: Reflects a weighted-average sale price. The shares were sold in multiple transactions at prices ranging from $50.00 to $51.08. The Reporting Persons will provide upon request to the Securities and Exchange Commission, the Company or security holder of the Company, full information regarding the number of shares sold at each separate price.

F3 · ownership.nature: TA Associates, L.P. is the ultimate general partner of each of XI DO, SDF III Feeder, Atlantic & Pacific VII-B, XI DO AIV, SDF III DO, Atlantic & Pacific VII-A, Investors IV, AP VII-B, SDF III DO AIV II and XI DO AIV II (collectively, the "TA Associates Funds"). Investment and voting control of the TA Associates Funds is held by TA Associates, L.P. Todd R. Crockett and Jason S. Mironov are directors of the Issuer and serve as representatives of TA Associates, L.P. and the TA Associates Funds on the Issuer's board of directors. TA Associates, L.P. disclaims beneficial ownership of such securities, except to the extent of its pecuniary interest in such securities, if any.

F5 · ownership.nature: Securities are held by TA Atlantic & Pacific VII-A, L.P. ("Atlantic & Pacific VII-A").

Read SEC document
February 01, 2021 Filed Feb 3, 2021 22:54 UTC SaleClass A Common Stock 5,884 $50.37 $296,350.01
Disclosure

SEC source: 0001209191-21-007392 · doc4.xml · nonDerivative · entry 12

TA Atlantic & Pacific VII-B L.P. · CIK 0001548682 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 0

F14 · kind: The sales reported in this Form 4 were effected pursuant to Rule 10b5-1 trading plans adopted by the Reporting Persons on December 6, 2020.

F15 · price: Reflects a weighted-average sale price. The shares were sold in multiple transactions at prices ranging from $50.00 to $51.08. The Reporting Persons will provide upon request to the Securities and Exchange Commission, the Company or security holder of the Company, full information regarding the number of shares sold at each separate price.

F3 · ownership.nature: TA Associates, L.P. is the ultimate general partner of each of XI DO, SDF III Feeder, Atlantic & Pacific VII-B, XI DO AIV, SDF III DO, Atlantic & Pacific VII-A, Investors IV, AP VII-B, SDF III DO AIV II and XI DO AIV II (collectively, the "TA Associates Funds"). Investment and voting control of the TA Associates Funds is held by TA Associates, L.P. Todd R. Crockett and Jason S. Mironov are directors of the Issuer and serve as representatives of TA Associates, L.P. and the TA Associates Funds on the Issuer's board of directors. TA Associates, L.P. disclaims beneficial ownership of such securities, except to the extent of its pecuniary interest in such securities, if any.

F4 · ownership.nature: Securities are held by TA SDF III DO AIV, L.P. ("SDF III DO").

Read SEC document
February 01, 2021 Filed Feb 3, 2021 22:54 UTC SaleClass A Common Stock 227,906 $50.37 $11,478,576.85
Disclosure

SEC source: 0001209191-21-007392 · doc4.xml · nonDerivative · entry 11

TA Atlantic & Pacific VII-B L.P. · CIK 0001548682 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 0

F14 · kind: The sales reported in this Form 4 were effected pursuant to Rule 10b5-1 trading plans adopted by the Reporting Persons on December 6, 2020.

F15 · price: Reflects a weighted-average sale price. The shares were sold in multiple transactions at prices ranging from $50.00 to $51.08. The Reporting Persons will provide upon request to the Securities and Exchange Commission, the Company or security holder of the Company, full information regarding the number of shares sold at each separate price.

F2 · ownership.nature: Securities are held by TA XI DO AIV, L.P. ("XI DO AIV").

F3 · ownership.nature: TA Associates, L.P. is the ultimate general partner of each of XI DO, SDF III Feeder, Atlantic & Pacific VII-B, XI DO AIV, SDF III DO, Atlantic & Pacific VII-A, Investors IV, AP VII-B, SDF III DO AIV II and XI DO AIV II (collectively, the "TA Associates Funds"). Investment and voting control of the TA Associates Funds is held by TA Associates, L.P. Todd R. Crockett and Jason S. Mironov are directors of the Issuer and serve as representatives of TA Associates, L.P. and the TA Associates Funds on the Issuer's board of directors. TA Associates, L.P. disclaims beneficial ownership of such securities, except to the extent of its pecuniary interest in such securities, if any.

Read SEC document
February 01, 2021 Filed Feb 3, 2021 22:54 UTC ConversionClass A Common Stock 53,486 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-21-007392 · doc4.xml · nonDerivative · entry 10

TA Atlantic & Pacific VII-B L.P. · CIK 0001548682 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 53,486

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.

F10 · price: Shares of the Issuer's Class C Common Stock were converted on a one-for-one basis for shares of Class A Common Stock of the Issuer.

F3 · ownership.nature: TA Associates, L.P. is the ultimate general partner of each of XI DO, SDF III Feeder, Atlantic & Pacific VII-B, XI DO AIV, SDF III DO, Atlantic & Pacific VII-A, Investors IV, AP VII-B, SDF III DO AIV II and XI DO AIV II (collectively, the "TA Associates Funds"). Investment and voting control of the TA Associates Funds is held by TA Associates, L.P. Todd R. Crockett and Jason S. Mironov are directors of the Issuer and serve as representatives of TA Associates, L.P. and the TA Associates Funds on the Issuer's board of directors. TA Associates, L.P. disclaims beneficial ownership of such securities, except to the extent of its pecuniary interest in such securities, if any.

F13 · ownership.nature: Securities are held by TA Atlantic & Pacific VII-B, L.P. ("Atlantic & Pacific VII-B").

Read SEC document
February 01, 2021 Filed Feb 3, 2021 22:54 UTC ConversionClass A Common Stock 59,616 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-21-007392 · doc4.xml · nonDerivative · entry 9

TA Atlantic & Pacific VII-B L.P. · CIK 0001548682 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 59,616

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.

F10 · price: Shares of the Issuer's Class C Common Stock were converted on a one-for-one basis for shares of Class A Common Stock of the Issuer.

F3 · ownership.nature: TA Associates, L.P. is the ultimate general partner of each of XI DO, SDF III Feeder, Atlantic & Pacific VII-B, XI DO AIV, SDF III DO, Atlantic & Pacific VII-A, Investors IV, AP VII-B, SDF III DO AIV II and XI DO AIV II (collectively, the "TA Associates Funds"). Investment and voting control of the TA Associates Funds is held by TA Associates, L.P. Todd R. Crockett and Jason S. Mironov are directors of the Issuer and serve as representatives of TA Associates, L.P. and the TA Associates Funds on the Issuer's board of directors. TA Associates, L.P. disclaims beneficial ownership of such securities, except to the extent of its pecuniary interest in such securities, if any.

F12 · ownership.nature: Securities are held by TA XI DO Feeder, L.P ("XI DO").

Read SEC document
February 01, 2021 Filed Feb 3, 2021 22:54 UTC ConversionClass A Common Stock 1,125 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-21-007392 · doc4.xml · nonDerivative · entry 8

TA Atlantic & Pacific VII-B L.P. · CIK 0001548682 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 1,125

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.

F10 · price: Shares of the Issuer's Class C Common Stock were converted on a one-for-one basis for shares of Class A Common Stock of the Issuer.

F3 · ownership.nature: TA Associates, L.P. is the ultimate general partner of each of XI DO, SDF III Feeder, Atlantic & Pacific VII-B, XI DO AIV, SDF III DO, Atlantic & Pacific VII-A, Investors IV, AP VII-B, SDF III DO AIV II and XI DO AIV II (collectively, the "TA Associates Funds"). Investment and voting control of the TA Associates Funds is held by TA Associates, L.P. Todd R. Crockett and Jason S. Mironov are directors of the Issuer and serve as representatives of TA Associates, L.P. and the TA Associates Funds on the Issuer's board of directors. TA Associates, L.P. disclaims beneficial ownership of such securities, except to the extent of its pecuniary interest in such securities, if any.

F11 · ownership.nature: Securities are held by TA SDF III DO Feeder, L.P. ("SDF III Feeder").

Read SEC document
February 01, 2021 Filed Feb 3, 2021 22:54 UTC ConversionClass A Common Stock 13,372 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-21-007392 · doc4.xml · nonDerivative · entry 7

TA Atlantic & Pacific VII-B L.P. · CIK 0001548682 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 13,372

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Units of ZoomInfo Holdings LLC ("Opco"), which represent limited liability company units of Opco and a corresponding number of shares of Class B Common Stock of the Issuer, were exchanged on a one-for-one basis for shares of Class A Common Stock of the Issuer pursuant to the amended and restated limited liability company agreement of Opco.

F3 · ownership.nature: TA Associates, L.P. is the ultimate general partner of each of XI DO, SDF III Feeder, Atlantic & Pacific VII-B, XI DO AIV, SDF III DO, Atlantic & Pacific VII-A, Investors IV, AP VII-B, SDF III DO AIV II and XI DO AIV II (collectively, the "TA Associates Funds"). Investment and voting control of the TA Associates Funds is held by TA Associates, L.P. Todd R. Crockett and Jason S. Mironov are directors of the Issuer and serve as representatives of TA Associates, L.P. and the TA Associates Funds on the Issuer's board of directors. TA Associates, L.P. disclaims beneficial ownership of such securities, except to the extent of its pecuniary interest in such securities, if any.

F9 · ownership.nature: Securities are held by TA AP VII-B DO Subsidiary Partnership, L.P. ("AP VII-B").

Read SEC document
February 01, 2021 Filed Feb 3, 2021 22:54 UTC ConversionClass A Common Stock 14,905 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-21-007392 · doc4.xml · nonDerivative · entry 6

TA Atlantic & Pacific VII-B L.P. · CIK 0001548682 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 14,905

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Units of ZoomInfo Holdings LLC ("Opco"), which represent limited liability company units of Opco and a corresponding number of shares of Class B Common Stock of the Issuer, were exchanged on a one-for-one basis for shares of Class A Common Stock of the Issuer pursuant to the amended and restated limited liability company agreement of Opco.

F3 · ownership.nature: TA Associates, L.P. is the ultimate general partner of each of XI DO, SDF III Feeder, Atlantic & Pacific VII-B, XI DO AIV, SDF III DO, Atlantic & Pacific VII-A, Investors IV, AP VII-B, SDF III DO AIV II and XI DO AIV II (collectively, the "TA Associates Funds"). Investment and voting control of the TA Associates Funds is held by TA Associates, L.P. Todd R. Crockett and Jason S. Mironov are directors of the Issuer and serve as representatives of TA Associates, L.P. and the TA Associates Funds on the Issuer's board of directors. TA Associates, L.P. disclaims beneficial ownership of such securities, except to the extent of its pecuniary interest in such securities, if any.

F8 · ownership.nature: Securities are held by TA XI DO AIV II, L.P. ("XI DO AIV II").

Read SEC document
February 01, 2021 Filed Feb 3, 2021 22:54 UTC ConversionClass A Common Stock 282 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-21-007392 · doc4.xml · nonDerivative · entry 5

TA Atlantic & Pacific VII-B L.P. · CIK 0001548682 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 282

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Units of ZoomInfo Holdings LLC ("Opco"), which represent limited liability company units of Opco and a corresponding number of shares of Class B Common Stock of the Issuer, were exchanged on a one-for-one basis for shares of Class A Common Stock of the Issuer pursuant to the amended and restated limited liability company agreement of Opco.

F3 · ownership.nature: TA Associates, L.P. is the ultimate general partner of each of XI DO, SDF III Feeder, Atlantic & Pacific VII-B, XI DO AIV, SDF III DO, Atlantic & Pacific VII-A, Investors IV, AP VII-B, SDF III DO AIV II and XI DO AIV II (collectively, the "TA Associates Funds"). Investment and voting control of the TA Associates Funds is held by TA Associates, L.P. Todd R. Crockett and Jason S. Mironov are directors of the Issuer and serve as representatives of TA Associates, L.P. and the TA Associates Funds on the Issuer's board of directors. TA Associates, L.P. disclaims beneficial ownership of such securities, except to the extent of its pecuniary interest in such securities, if any.

F7 · ownership.nature: Securities are held by TA SDF III DO AIV II, L.P. ("SDF III DO AIV II").

Read SEC document
February 01, 2021 Filed Feb 3, 2021 22:54 UTC ConversionClass A Common Stock 8,465 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-21-007392 · doc4.xml · nonDerivative · entry 4

TA Atlantic & Pacific VII-B L.P. · CIK 0001548682 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 8,465

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Units of ZoomInfo Holdings LLC ("Opco"), which represent limited liability company units of Opco and a corresponding number of shares of Class B Common Stock of the Issuer, were exchanged on a one-for-one basis for shares of Class A Common Stock of the Issuer pursuant to the amended and restated limited liability company agreement of Opco.

F3 · ownership.nature: TA Associates, L.P. is the ultimate general partner of each of XI DO, SDF III Feeder, Atlantic & Pacific VII-B, XI DO AIV, SDF III DO, Atlantic & Pacific VII-A, Investors IV, AP VII-B, SDF III DO AIV II and XI DO AIV II (collectively, the "TA Associates Funds"). Investment and voting control of the TA Associates Funds is held by TA Associates, L.P. Todd R. Crockett and Jason S. Mironov are directors of the Issuer and serve as representatives of TA Associates, L.P. and the TA Associates Funds on the Issuer's board of directors. TA Associates, L.P. disclaims beneficial ownership of such securities, except to the extent of its pecuniary interest in such securities, if any.

F6 · ownership.nature: Securities are held by TA Investors IV, L.P. ("Investors IV").

Read SEC document
February 01, 2021 Filed Feb 3, 2021 22:54 UTC ConversionClass A Common Stock 39,360 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-21-007392 · doc4.xml · nonDerivative · entry 3

TA Atlantic & Pacific VII-B L.P. · CIK 0001548682 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 39,360

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Units of ZoomInfo Holdings LLC ("Opco"), which represent limited liability company units of Opco and a corresponding number of shares of Class B Common Stock of the Issuer, were exchanged on a one-for-one basis for shares of Class A Common Stock of the Issuer pursuant to the amended and restated limited liability company agreement of Opco.

F3 · ownership.nature: TA Associates, L.P. is the ultimate general partner of each of XI DO, SDF III Feeder, Atlantic & Pacific VII-B, XI DO AIV, SDF III DO, Atlantic & Pacific VII-A, Investors IV, AP VII-B, SDF III DO AIV II and XI DO AIV II (collectively, the "TA Associates Funds"). Investment and voting control of the TA Associates Funds is held by TA Associates, L.P. Todd R. Crockett and Jason S. Mironov are directors of the Issuer and serve as representatives of TA Associates, L.P. and the TA Associates Funds on the Issuer's board of directors. TA Associates, L.P. disclaims beneficial ownership of such securities, except to the extent of its pecuniary interest in such securities, if any.

F5 · ownership.nature: Securities are held by TA Atlantic & Pacific VII-A, L.P. ("Atlantic & Pacific VII-A").

Read SEC document
February 01, 2021 Filed Feb 3, 2021 22:54 UTC ConversionClass A Common Stock 5,884 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-21-007392 · doc4.xml · nonDerivative · entry 2

TA Atlantic & Pacific VII-B L.P. · CIK 0001548682 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 5,884

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Units of ZoomInfo Holdings LLC ("Opco"), which represent limited liability company units of Opco and a corresponding number of shares of Class B Common Stock of the Issuer, were exchanged on a one-for-one basis for shares of Class A Common Stock of the Issuer pursuant to the amended and restated limited liability company agreement of Opco.

F3 · ownership.nature: TA Associates, L.P. is the ultimate general partner of each of XI DO, SDF III Feeder, Atlantic & Pacific VII-B, XI DO AIV, SDF III DO, Atlantic & Pacific VII-A, Investors IV, AP VII-B, SDF III DO AIV II and XI DO AIV II (collectively, the "TA Associates Funds"). Investment and voting control of the TA Associates Funds is held by TA Associates, L.P. Todd R. Crockett and Jason S. Mironov are directors of the Issuer and serve as representatives of TA Associates, L.P. and the TA Associates Funds on the Issuer's board of directors. TA Associates, L.P. disclaims beneficial ownership of such securities, except to the extent of its pecuniary interest in such securities, if any.

F4 · ownership.nature: Securities are held by TA SDF III DO AIV, L.P. ("SDF III DO").

Read SEC document
February 01, 2021 Filed Feb 3, 2021 22:54 UTC ConversionClass A Common Stock 227,906 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-21-007392 · doc4.xml · nonDerivative · entry 1

TA Atlantic & Pacific VII-B L.P. · CIK 0001548682 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 227,906

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Units of ZoomInfo Holdings LLC ("Opco"), which represent limited liability company units of Opco and a corresponding number of shares of Class B Common Stock of the Issuer, were exchanged on a one-for-one basis for shares of Class A Common Stock of the Issuer pursuant to the amended and restated limited liability company agreement of Opco.

F2 · ownership.nature: Securities are held by TA XI DO AIV, L.P. ("XI DO AIV").

F3 · ownership.nature: TA Associates, L.P. is the ultimate general partner of each of XI DO, SDF III Feeder, Atlantic & Pacific VII-B, XI DO AIV, SDF III DO, Atlantic & Pacific VII-A, Investors IV, AP VII-B, SDF III DO AIV II and XI DO AIV II (collectively, the "TA Associates Funds"). Investment and voting control of the TA Associates Funds is held by TA Associates, L.P. Todd R. Crockett and Jason S. Mironov are directors of the Issuer and serve as representatives of TA Associates, L.P. and the TA Associates Funds on the Issuer's board of directors. TA Associates, L.P. disclaims beneficial ownership of such securities, except to the extent of its pecuniary interest in such securities, if any.

Read SEC document
January 31, 2021 Filed Feb 2, 2021 23:51 UTC Exercise / conversionRestricted Stock Units · Derivative 2,142 $0.00 $0.00
Disclosure

SEC source: 0001794515-21-000038 · wf-form4_161230989737032.xml · derivative · entry 2

MADER MARK PATRICK · CIK 0001200925 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,762

Underlying: Class A Common Stock · 2,142 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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 6,427 restricted stock units of which one-third vested on January 31, 2021, and the remaining two-thirds are scheduled to vest in two equal installments on January 31, 2022 and January 31, 2023.

F3 · derivative.expiration_date: The Reporting Person received original grants totaling 6,427 restricted stock units of which one-third vested on January 31, 2021, and the remaining two-thirds are scheduled to vest in two equal installments on January 31, 2022 and January 31, 2023.

Read SEC document
January 31, 2021 Filed Feb 2, 2021 23:51 UTC Exercise / conversionClass A Common Stock 2,142 Not disclosed Not disclosed
Disclosure

SEC source: 0001794515-21-000038 · wf-form4_161230989737032.xml · nonDerivative · entry 1

MADER MARK PATRICK · CIK 0001200925 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,142

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
January 27, 2021 Filed Jan 29, 2021 23:15 UTC
Schuck HenryDirector · Chief Executive Officer · 10% owner
Exercise / conversionLLC Units of ZoomInfo Holdings LLC · Derivative 71,599 $0.00 $0.00
Disclosure

SEC source: 0001794515-21-000025 · wf-form4_161196210046949.xml · derivative · entry 5

Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 71,599 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: 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: The transactions reported in this Form 4 were effected pursuant to a 10b5-1 trading plan entered into prior to November 30, 2020.

F3 · 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.

F3 · 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
January 27, 2021 Filed Jan 29, 2021 23:15 UTC
Schuck HenryDirector · Chief Executive Officer · 10% owner
Exercise / conversionLLC Units of ZoomInfo Holdings LLC · Derivative 71,599 $0.00 $0.00
Disclosure

SEC source: 0001794515-21-000025 · wf-form4_161196210046949.xml · derivative · entry 4

Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 71,599

Underlying: Class A Common Stock · 71,599 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: 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: The transactions reported in this Form 4 were effected pursuant to a 10b5-1 trading plan entered into prior to November 30, 2020.

F3 · 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.

F3 · 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
January 27, 2021 Filed Jan 29, 2021 23:15 UTC
Schuck HenryDirector · Chief Executive Officer · 10% owner
Exercise / conversionLLC Units of HSKB Funds, LLC · Derivative 71,599 $0.00 $0.00
Disclosure

SEC source: 0001794515-21-000025 · wf-form4_161196210046949.xml · derivative · entry 3

Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,471,282

Underlying: Class A Common Stock · 71,599 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. Each such HSKB Unit is fully vested and is exchangeable, at the Reporting Person's option, into an OpCo Unit and a share of Class B Common Stock, which together are exchangeable by the Issuer 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 share

F1 · kind: The transactions reported in this Form 4 were effected pursuant to a 10b5-1 trading plan entered into prior to November 30, 2020.

F5 · derivative.exercise_date: Each of these HSKB Units represents the economic value of one OpCo Unit. Each such HSKB Unit is fully vested and is exchangeable, at the Reporting Person's option, into an OpCo Unit and a share of Class B Common Stock, which together are exchangeable by the Issuer 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 share

F5 · derivative.expiration_date: Each of these HSKB Units represents the economic value of one OpCo Unit. Each such HSKB Unit is fully vested and is exchangeable, at the Reporting Person's option, into an OpCo Unit and a share of Class B Common Stock, which together are exchangeable by the Issuer 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 share

F5 · derivative.underlying: Each of these HSKB Units represents the economic value of one OpCo Unit. Each such HSKB Unit is fully vested and is exchangeable, at the Reporting Person's option, into an OpCo Unit and a share of Class B Common Stock, which together are exchangeable by the Issuer 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 share

Read SEC document
January 27, 2021 Filed Jan 29, 2021 23:15 UTC
Schuck HenryDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 71,599 $50.02 $3,581,381.98
Disclosure

SEC source: 0001794515-21-000025 · wf-form4_161196210046949.xml · nonDerivative · entry 2

Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · kind: The transactions reported in this Form 4 were 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. These shares were sold in multiple transactions ranging from $50.00 to $50.10, 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
January 27, 2021 Filed Jan 29, 2021 23:15 UTC
Schuck HenryDirector · Chief Executive Officer · 10% owner
Exercise / conversionClass A Common Stock 71,599 Not disclosed Not disclosed
Disclosure

SEC source: 0001794515-21-000025 · wf-form4_161196210046949.xml · nonDerivative · entry 1

Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 71,599

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: The transactions reported in this Form 4 were effected pursuant to a 10b5-1 trading plan entered into prior to November 30, 2020.

F2 · kind: On January 27, 2021, 71,599 limited liability company units of HSKB Funds, LLC ("HSKB Units") held directly by the Reporting Person were exchanged for 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" or the "Issuer"). These OpCo Units and shares of Class B Common Stock were exchanged for shares of ZoomInfo's Class A common stock ("Class A Common Stock") which were sold as described herein.

F3 · 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.

Read SEC document
January 27, 2021 Filed Jan 29, 2021 23:18 UTC OtherLLC Units of ZoomInfo Holdings LLC · Derivative 71,599 $0.00 $0.00
Disclosure

SEC source: 0001794515-21-000027 · wf-form4_161196228325567.xml · derivative · entry 1

HSKB Funds, LLC · CIK 0001834204 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,949,947

Underlying: Class A Common Stock · 71,599 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
January 26, 2021 Filed Jan 27, 2021 23:39 UTC
Schuck HenryDirector · Chief Executive Officer · 10% owner
Exercise / conversionLLC Units of ZoomInfo Holdings LLC · Derivative 20,633 $0.00 $0.00
Disclosure

SEC source: 0001794515-21-000021 · wf-form4_161179077245094.xml · derivative · entry 5

Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 20,633 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Pursuant to the terms of the limited liability company agreement for OpCo, limited liability company units of 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: The transactions reported in this Form 4 were effected pursuant to a 10b5-1 trading plan entered into prior to November 30, 2020.

F3 · derivative.exercise_date: Pursuant to the terms of the limited liability company agreement for OpCo, limited liability company units of 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.

F3 · derivative.expiration_date: Pursuant to the terms of the limited liability company agreement for OpCo, limited liability company units of 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
January 26, 2021 Filed Jan 27, 2021 23:39 UTC
Schuck HenryDirector · Chief Executive Officer · 10% owner
Exercise / conversionLLC Units of ZoomInfo Holdings LLC · Derivative 20,633 $0.00 $0.00
Disclosure

SEC source: 0001794515-21-000021 · wf-form4_161179077245094.xml · derivative · entry 4

Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,633

Underlying: Class A Common Stock · 20,633 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Pursuant to the terms of the limited liability company agreement for OpCo, limited liability company units of 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: The transactions reported in this Form 4 were effected pursuant to a 10b5-1 trading plan entered into prior to November 30, 2020.

F3 · derivative.exercise_date: Pursuant to the terms of the limited liability company agreement for OpCo, limited liability company units of 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.

F3 · derivative.expiration_date: Pursuant to the terms of the limited liability company agreement for OpCo, limited liability company units of 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
January 26, 2021 Filed Jan 27, 2021 23:39 UTC
Schuck HenryDirector · Chief Executive Officer · 10% owner
Exercise / conversionLLC Units of HSKB Funds, LLC · Derivative 20,633 $0.00 $0.00
Disclosure

SEC source: 0001794515-21-000021 · wf-form4_161179077245094.xml · derivative · entry 3

Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,542,881

Underlying: Class A Common Stock · 20,633 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. Each such HSKB Unit is fully vested and is exchangeable, at the Reporting Person's option, into an OpCo Unit and a share of Class B Common Stock, which together are exchangeable by the Issuer 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 share.

F1 · kind: The transactions reported in this Form 4 were effected pursuant to a 10b5-1 trading plan entered into prior to November 30, 2020.

F5 · derivative.exercise_date: Each of these HSKB Units represents the economic value of one OpCo Unit. Each such HSKB Unit is fully vested and is exchangeable, at the Reporting Person's option, into an OpCo Unit and a share of Class B Common Stock, which together are exchangeable by the Issuer 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 share.

F5 · derivative.expiration_date: Each of these HSKB Units represents the economic value of one OpCo Unit. Each such HSKB Unit is fully vested and is exchangeable, at the Reporting Person's option, into an OpCo Unit and a share of Class B Common Stock, which together are exchangeable by the Issuer 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 share.

F5 · derivative.underlying: Each of these HSKB Units represents the economic value of one OpCo Unit. Each such HSKB Unit is fully vested and is exchangeable, at the Reporting Person's option, into an OpCo Unit and a share of Class B Common Stock, which together are exchangeable by the Issuer 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 share.

Read SEC document
January 26, 2021 Filed Jan 27, 2021 23:39 UTC
Schuck HenryDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 20,633 $50.04 $1,032,475.32
Disclosure

SEC source: 0001794515-21-000021 · wf-form4_161179077245094.xml · nonDerivative · entry 2

Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · kind: The transactions reported in this Form 4 were 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. These shares were sold in multiple transactions ranging from $50.00 to $50.20, 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
January 26, 2021 Filed Jan 27, 2021 23:39 UTC
Schuck HenryDirector · Chief Executive Officer · 10% owner
Exercise / conversionClass A Common Stock 20,633 Not disclosed Not disclosed
Disclosure

SEC source: 0001794515-21-000021 · wf-form4_161179077245094.xml · nonDerivative · entry 1

Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,633

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: The transactions reported in this Form 4 were effected pursuant to a 10b5-1 trading plan entered into prior to November 30, 2020.

F2 · kind: On January 26, 2021, 20,633 limited liability company units of HSKB Funds, LLC ("HSKB Units") held directly by the Reporting Person were exchanged for 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" or the "Issuer"). These OpCo Units and shares of Class B Common Stock were exchanged for shares of ZoomInfo's Class A common stock ("Class A Common Stock") which were sold as described herein.

F3 · price: Pursuant to the terms of the limited liability company agreement for OpCo, limited liability company units of 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
January 26, 2021 Filed Jan 27, 2021 23:44 UTC OtherLLC Units of ZoomInfo Holdings LLC · Derivative 20,633 $0.00 $0.00
Disclosure

SEC source: 0001794515-21-000023 · wf-form4_161179105857572.xml · derivative · entry 1

HSKB Funds, LLC · CIK 0001834204 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,021,546

Underlying: Class A Common Stock · 20,633 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
January 19, 2021 Filed Jan 22, 2021 00:24 UTC
Schuck HenryDirector · Chief Executive Officer · 10% owner
Exercise / conversionLLC Units of ZoomInfo Holdings LLC · Derivative 108,292 $0.00 $0.00
Disclosure

SEC source: 0001794515-21-000006 · wf-form4_161127503072753.xml · derivative · entry 6

Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 108,292 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: 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: The transactions reported in this Form 4 were effected pursuant to a 10b5-1 trading plan entered into prior to November 30, 2020.

F3 · 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.

F3 · 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
January 19, 2021 Filed Jan 22, 2021 00:24 UTC
Schuck HenryDirector · Chief Executive Officer · 10% owner
Exercise / conversionLLC Units of ZoomInfo Holdings LLC · Derivative 108,292 $0.00 $0.00
Disclosure

SEC source: 0001794515-21-000006 · wf-form4_161127503072753.xml · derivative · entry 5

Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 108,292

Underlying: Class A Common Stock · 108,292 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: 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: The transactions reported in this Form 4 were effected pursuant to a 10b5-1 trading plan entered into prior to November 30, 2020.

F3 · 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.

F3 · 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
January 19, 2021 Filed Jan 22, 2021 00:24 UTC
Schuck HenryDirector · Chief Executive Officer · 10% owner
Exercise / conversionLLC Units of HSKB Funds, LLC · Derivative 108,292 $0.00 $0.00
Disclosure

SEC source: 0001794515-21-000006 · wf-form4_161127503072753.xml · derivative · entry 4

Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,563,514

Underlying: Class A Common Stock · 108,292 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: Each of these HSKB Units represents the economic value of one OpCo Unit. Each such HSKB Unit is fully vested and is exchangeable, at the Reporting Person's option, into an OpCo Unit and a share of Class B Common Stock, which together are exchangeable by the Issuer 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 share.

F1 · kind: The transactions reported in this Form 4 were effected pursuant to a 10b5-1 trading plan entered into prior to November 30, 2020.

F6 · derivative.exercise_date: Each of these HSKB Units represents the economic value of one OpCo Unit. Each such HSKB Unit is fully vested and is exchangeable, at the Reporting Person's option, into an OpCo Unit and a share of Class B Common Stock, which together are exchangeable by the Issuer 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 share.

F6 · derivative.expiration_date: Each of these HSKB Units represents the economic value of one OpCo Unit. Each such HSKB Unit is fully vested and is exchangeable, at the Reporting Person's option, into an OpCo Unit and a share of Class B Common Stock, which together are exchangeable by the Issuer 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 share.

F6 · derivative.underlying: Each of these HSKB Units represents the economic value of one OpCo Unit. Each such HSKB Unit is fully vested and is exchangeable, at the Reporting Person's option, into an OpCo Unit and a share of Class B Common Stock, which together are exchangeable by the Issuer 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 share.

Read SEC document
January 19, 2021 Filed Jan 22, 2021 00:24 UTC
Schuck HenryDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 12,564 $47.44 $596,036.16
Disclosure

SEC source: 0001794515-21-000006 · wf-form4_161127503072753.xml · nonDerivative · entry 3

Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · kind: The transactions reported in this Form 4 were 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. These shares were sold in multiple transactions ranging from $47.17 to $47.94, 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
January 19, 2021 Filed Jan 22, 2021 00:24 UTC
Schuck HenryDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 95,728 $46.60 $4,460,924.80
Disclosure

SEC source: 0001794515-21-000006 · wf-form4_161127503072753.xml · nonDerivative · entry 2

Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,564

F1 · kind: The transactions reported in this Form 4 were 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. These shares were sold in multiple transactions ranging from $46.17 to $47.16, 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
January 19, 2021 Filed Jan 22, 2021 00:24 UTC
Schuck HenryDirector · Chief Executive Officer · 10% owner
Exercise / conversionClass A Common Stock 108,292 Not disclosed Not disclosed
Disclosure

SEC source: 0001794515-21-000006 · wf-form4_161127503072753.xml · nonDerivative · entry 1

Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 108,292

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: The transactions reported in this Form 4 were effected pursuant to a 10b5-1 trading plan entered into prior to November 30, 2020.

F2 · kind: On January 19, 2021, 108,292 limited liability company units of HSKB Funds, LLC ("HSKB Units") held directly by the Reporting Person were exchanged for 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" or the "Issuer"). These OpCo Units and shares of Class B Common Stock were exchanged for shares of ZoomInfo's Class A common stock ("Class A Common Stock") which were sold as described herein.

F3 · 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.

Read SEC document
January 19, 2021 Filed Jan 22, 2021 00:27 UTC OtherLLC Units of ZoomInfo Holdings LLC · Derivative 108,292 $0.00 $0.00
Disclosure

SEC source: 0001794515-21-000008 · wf-form4_161127522692931.xml · derivative · entry 1

HSKB Funds, LLC · CIK 0001834204 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,042,179

Underlying: Class A Common Stock · 108,292 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
January 15, 2021 Filed Jan 19, 2021 23:57 UTC
Schuck HenryDirector · Chief Executive Officer · 10% owner
Exercise / conversionLLC Units of ZoomInfo Holdings LLC · Derivative 291,708 $0.00 $0.00
Disclosure

SEC source: 0001794515-21-000002 · wf-form4_161110063231837.xml · derivative · entry 7

Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 291,708 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: 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: The transactions reported in this Form 4 were effected pursuant to a 10b5-1 trading plan entered into prior to November 30, 2020.

F3 · 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.

F3 · 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
January 15, 2021 Filed Jan 19, 2021 23:57 UTC
Schuck HenryDirector · Chief Executive Officer · 10% owner
Exercise / conversionLLC Units of ZoomInfo Holdings LLC · Derivative 291,708 $0.00 $0.00
Disclosure

SEC source: 0001794515-21-000002 · wf-form4_161110063231837.xml · derivative · entry 6

Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 291,708

Underlying: Class A Common Stock · 291,708 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: 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: The transactions reported in this Form 4 were effected pursuant to a 10b5-1 trading plan entered into prior to November 30, 2020.

F3 · 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.

F3 · 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
January 15, 2021 Filed Jan 19, 2021 23:57 UTC
Schuck HenryDirector · Chief Executive Officer · 10% owner
Exercise / conversionLLC Units of HSKB Funds, LLC · Derivative 291,708 $0.00 $0.00
Disclosure

SEC source: 0001794515-21-000002 · wf-form4_161110063231837.xml · derivative · entry 5

Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,671,806

Underlying: Class A Common Stock · 291,708 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: Each of these HSKB Units represents the economic value of one OpCo Unit. Each such HSKB Unit is fully vested and is exchangeable, at the Reporting Person's option, into an OpCo Unit and a share of Class B Common Stock, which together are exchangeable by the Issuer 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 share.

F1 · kind: The transactions reported in this Form 4 were effected pursuant to a 10b5-1 trading plan entered into prior to November 30, 2020.

F7 · derivative.exercise_date: Each of these HSKB Units represents the economic value of one OpCo Unit. Each such HSKB Unit is fully vested and is exchangeable, at the Reporting Person's option, into an OpCo Unit and a share of Class B Common Stock, which together are exchangeable by the Issuer 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 share.

F7 · derivative.expiration_date: Each of these HSKB Units represents the economic value of one OpCo Unit. Each such HSKB Unit is fully vested and is exchangeable, at the Reporting Person's option, into an OpCo Unit and a share of Class B Common Stock, which together are exchangeable by the Issuer 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 share.

F7 · derivative.underlying: Each of these HSKB Units represents the economic value of one OpCo Unit. Each such HSKB Unit is fully vested and is exchangeable, at the Reporting Person's option, into an OpCo Unit and a share of Class B Common Stock, which together are exchangeable by the Issuer 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 share.

Read SEC document
January 15, 2021 Filed Jan 19, 2021 23:57 UTC
Schuck HenryDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 800 $46.87 $37,496.00
Disclosure

SEC source: 0001794515-21-000002 · wf-form4_161110063231837.xml · nonDerivative · entry 4

Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · kind: The transactions reported in this Form 4 were 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. These shares were sold in multiple transactions ranging from $46.87 to $46.90, 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
January 15, 2021 Filed Jan 19, 2021 23:57 UTC
Schuck HenryDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 106,949 $46.24 $4,945,321.76
Disclosure

SEC source: 0001794515-21-000002 · wf-form4_161110063231837.xml · nonDerivative · entry 3

Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 800

F1 · kind: The transactions reported in this Form 4 were 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. These shares were sold in multiple transactions ranging from $45.87 to $46.80, 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
January 15, 2021 Filed Jan 19, 2021 23:57 UTC
Schuck HenryDirector · Chief Executive Officer · 10% owner
SaleClass A Common Stock 183,959 $45.34 $8,340,701.06
Disclosure

SEC source: 0001794515-21-000002 · wf-form4_161110063231837.xml · nonDerivative · entry 2

Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 107,749

F1 · kind: The transactions reported in this Form 4 were 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. These shares were sold in multiple transactions ranging from $44.87 to $45.86, 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
January 15, 2021 Filed Jan 19, 2021 23:57 UTC
Schuck HenryDirector · Chief Executive Officer · 10% owner
Exercise / conversionClass A Common Stock 291,708 Not disclosed Not disclosed
Disclosure

SEC source: 0001794515-21-000002 · wf-form4_161110063231837.xml · nonDerivative · entry 1

Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 291,708

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: The transactions reported in this Form 4 were effected pursuant to a 10b5-1 trading plan entered into prior to November 30, 2020.

F2 · kind: On January 15, 2021, 291,708 limited liability company units of HSKB Funds, LLC ("HSKB Units") held directly by the Reporting Person were exchanged for 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" or the "Issuer"). These OpCo Units and shares of Class B Common Stock were exchanged for shares of ZoomInfo's Class A common stock ("Class A Common Stock") which were sold as described herein.

F3 · 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.

Read SEC document
January 15, 2021 Filed Jan 20, 2021 00:01 UTC OtherLLC Units of ZoomInfo Holdings LLC · Derivative 291,708 $0.00 $0.00
Disclosure

SEC source: 0001794515-21-000004 · wf-form4_161110088765170.xml · derivative · entry 1

HSKB Funds, LLC · CIK 0001834204 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,150,471

Underlying: Class A Common Stock · 291,708 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
December 22, 2020 Filed Dec 23, 2020 19:01 UTC
Hyzer Peter CameronChief Financial Officer
Exercise / conversionClass P Units of ZoomInfo Holdings LLC · Derivative 100,000 $0.00 Strike: $4.00 $0.00
Disclosure

SEC source: 0001794515-20-000064 · wf-form4_160876808742365.xml · derivative · entry 6

Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,653,518

Underlying: Class A Common Stock · 100,000 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: The transactions reported in this Form 4 were 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
December 22, 2020 Filed Dec 23, 2020 19:01 UTC
Hyzer Peter CameronChief Financial Officer
SaleClass A Common Stock 31,628 $46.19 $1,460,897.32
Disclosure

SEC source: 0001794515-20-000064 · wf-form4_160876808742365.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: The transactions reported in this Form 4 were 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 $45.81 to $46.53, 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
December 22, 2020 Filed Dec 23, 2020 19:01 UTC
Hyzer Peter CameronChief Financial Officer
SaleClass A Common Stock 38,281 $45.08 $1,725,707.48
Disclosure

SEC source: 0001794515-20-000064 · wf-form4_160876808742365.xml · nonDerivative · entry 4

Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,628

F2 · kind: The transactions reported in this Form 4 were 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 $44.80 to $45.79, 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
December 22, 2020 Filed Dec 23, 2020 19:01 UTC
Hyzer Peter CameronChief Financial Officer
SaleClass A Common Stock 21,041 $44.47 $935,693.27
Disclosure

SEC source: 0001794515-20-000064 · wf-form4_160876808742365.xml · nonDerivative · entry 3

Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 69,909

F2 · kind: The transactions reported in this Form 4 were 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 $43.80 to $44.79, 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

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