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
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 2 |
| Dec 2025 | 0 | 3 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 1 |
| Mar 2026 | 0 | 2 |
| Apr 2026 | 0 | 2 |
| May 2026 | 1 | 1 |
| Jun 2026 | 0 | 2 |
| Jul 2026 | 0 | 2 |
| Aug 2026 | 0 | 3 |
| Sep 2026 | 0 | 2 |
| Oct 2026 | 0 | 3 |
Latest available
Insider transactions
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 date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| November 02, 2021 Filed Nov 4, 2021 16:29 UTC |
Crockett ToddDirector
|
SaleClass A Common Stock | 22,355 | $70.15 | $1,568,214.43 |
DisclosureSEC source: 0001209191-21-062926 · doc4.xml · nonDerivative · entry 2 Crockett Todd · CIK 0001356054 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnotes Disclosed balance after: 740,193 F1 · kind: The sales reported in this Form 4 were effected pursuant to Rule 10b5-1 trading plans adopted on December 6, 2020. F2 · price: Reflects a weighted-average sale price. The shares were sold in multiple transactions at prices ranging from $70.00 to $73.00. 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. F4 · 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. The Reporting Person disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest in such securities, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for Section 16 or any other purpose. F5 · ownership.nature: Securities are held by TA SDF III DO AIV, L.P. ("SDF III DO"). Read SEC document |
| November 02, 2021 Filed Nov 4, 2021 16:29 UTC |
Crockett ToddDirector
|
SaleClass A Common Stock | 865,964 | $70.15 | $60,747,807.58 |
DisclosureSEC source: 0001209191-21-062926 · doc4.xml · nonDerivative · entry 1 Crockett Todd · CIK 0001356054 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnotes Disclosed balance after: 28,672,618 F1 · kind: The sales reported in this Form 4 were effected pursuant to Rule 10b5-1 trading plans adopted on December 6, 2020. F2 · price: Reflects a weighted-average sale price. The shares were sold in multiple transactions at prices ranging from $70.00 to $73.00. 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: Securities are held by TA XI DO AIV, L.P. ("XI DO AIV"). F4 · 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. The Reporting Person disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest in such securities, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for Section 16 or any other purpose. Read SEC document |
| November 02, 2021 Filed Nov 4, 2021 21:46 UTC |
TA Atlantic & Pacific VII-B L.P.Director · 10% owner
|
SaleClass A Common Stock | 203,225 | $70.15 | $14,256,335.36 |
DisclosureSEC source: 0001209191-21-063049 · 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: 6,728,917 F1 · kind: The sales reported in this Form 4 were effected pursuant to Rule 10b5-1 trading plans adopted on December 6, 2020. F2 · price: Reflects a weighted-average sale price. The shares were sold in multiple transactions at prices ranging from $70.00 to $73.00. 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. F4 · 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 |
| November 02, 2021 Filed Nov 4, 2021 21:46 UTC |
TA Atlantic & Pacific VII-B L.P.Director · 10% owner
|
SaleClass A Common Stock | 226,518 | $70.15 | $15,890,350.96 |
DisclosureSEC source: 0001209191-21-063049 · 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: 7,500,148 F1 · kind: The sales reported in this Form 4 were effected pursuant to Rule 10b5-1 trading plans adopted on December 6, 2020. F2 · price: Reflects a weighted-average sale price. The shares were sold in multiple transactions at prices ranging from $70.00 to $73.00. 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. F4 · 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 |
| November 02, 2021 Filed Nov 4, 2021 21:46 UTC |
TA Atlantic & Pacific VII-B L.P.Director · 10% owner
|
SaleClass A Common Stock | 4,271 | $70.15 | $299,612.79 |
DisclosureSEC source: 0001209191-21-063049 · 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: 141,430 F1 · kind: The sales reported in this Form 4 were effected pursuant to Rule 10b5-1 trading plans adopted on December 6, 2020. F2 · price: Reflects a weighted-average sale price. The shares were sold in multiple transactions at prices ranging from $70.00 to $73.00. 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. F4 · 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 |
| November 02, 2021 Filed Nov 4, 2021 21:46 UTC |
TA Atlantic & Pacific VII-B L.P.Director · 10% owner
|
SaleClass A Common Stock | 50,806 | $70.15 | $3,564,066.30 |
DisclosureSEC source: 0001209191-21-063049 · 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: 1,682,227 F1 · kind: The sales reported in this Form 4 were effected pursuant to Rule 10b5-1 trading plans adopted on December 6, 2020. F2 · price: Reflects a weighted-average sale price. The shares were sold in multiple transactions at prices ranging from $70.00 to $73.00. 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. F4 · 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. F10 · ownership.nature: Securities are held by TA AP VII-B DO Subsidiary Partnership, L.P. ("AP VII-B"). Read SEC document |
| November 02, 2021 Filed Nov 4, 2021 21:46 UTC |
TA Atlantic & Pacific VII-B L.P.Director · 10% owner
|
SaleClass A Common Stock | 56,629 | $70.15 | $3,972,552.66 |
DisclosureSEC source: 0001209191-21-063049 · 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: 1,875,036 F1 · kind: The sales reported in this Form 4 were effected pursuant to Rule 10b5-1 trading plans adopted on December 6, 2020. F2 · price: Reflects a weighted-average sale price. The shares were sold in multiple transactions at prices ranging from $70.00 to $73.00. 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. F4 · 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 XI DO AIV II, L.P. ("XI DO AIV II"). Read SEC document |
| November 02, 2021 Filed Nov 4, 2021 21:46 UTC |
TA Atlantic & Pacific VII-B L.P.Director · 10% owner
|
SaleClass A Common Stock | 1,067 | $70.15 | $74,850.58 |
DisclosureSEC source: 0001209191-21-063049 · 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: 35,355 F1 · kind: The sales reported in this Form 4 were effected pursuant to Rule 10b5-1 trading plans adopted on December 6, 2020. F2 · price: Reflects a weighted-average sale price. The shares were sold in multiple transactions at prices ranging from $70.00 to $73.00. 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. F4 · 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 SDF III DO AIV II, L.P. ("SDF III DO AIV II"). Read SEC document |
| November 02, 2021 Filed Nov 4, 2021 21:46 UTC |
TA Atlantic & Pacific VII-B L.P.Director · 10% owner
|
SaleClass A Common Stock | 32,161 | $70.15 | $2,256,110.23 |
DisclosureSEC source: 0001209191-21-063049 · 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: 1,064,887 F1 · kind: The sales reported in this Form 4 were effected pursuant to Rule 10b5-1 trading plans adopted on December 6, 2020. F2 · price: Reflects a weighted-average sale price. The shares were sold in multiple transactions at prices ranging from $70.00 to $73.00. 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. F4 · 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 Investors IV, L.P. ("Investors IV"). Read SEC document |
| November 02, 2021 Filed Nov 4, 2021 21:46 UTC |
TA Atlantic & Pacific VII-B L.P.Director · 10% owner
|
SaleClass A Common Stock | 149,551 | $70.15 | $10,491,077.43 |
DisclosureSEC source: 0001209191-21-063049 · 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: 4,951,732 F1 · kind: The sales reported in this Form 4 were effected pursuant to Rule 10b5-1 trading plans adopted on December 6, 2020. F2 · price: Reflects a weighted-average sale price. The shares were sold in multiple transactions at prices ranging from $70.00 to $73.00. 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. F4 · 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 Atlantic & Pacific VII-A, L.P. ("Atlantic & Pacific VII-A"). Read SEC document |
| November 02, 2021 Filed Nov 4, 2021 21:46 UTC |
TA Atlantic & Pacific VII-B L.P.Director · 10% owner
|
SaleClass A Common Stock | 22,355 | $70.15 | $1,568,214.43 |
DisclosureSEC source: 0001209191-21-063049 · 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: 740,193 F1 · kind: The sales reported in this Form 4 were effected pursuant to Rule 10b5-1 trading plans adopted on December 6, 2020. F2 · price: Reflects a weighted-average sale price. The shares were sold in multiple transactions at prices ranging from $70.00 to $73.00. 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. F4 · 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 SDF III DO AIV, L.P. ("SDF III DO"). Read SEC document |
| November 02, 2021 Filed Nov 4, 2021 21:46 UTC |
TA Atlantic & Pacific VII-B L.P.Director · 10% owner
|
SaleClass A Common Stock | 865,964 | $70.15 | $60,747,807.58 |
DisclosureSEC source: 0001209191-21-063049 · 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: 28,672,618 F1 · kind: The sales reported in this Form 4 were effected pursuant to Rule 10b5-1 trading plans adopted on December 6, 2020. F2 · price: Reflects a weighted-average sale price. The shares were sold in multiple transactions at prices ranging from $70.00 to $73.00. 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: Securities are held by TA XI DO AIV, L.P. ("XI DO AIV"). F4 · 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 |
| November 01, 2021 Filed Nov 3, 2021 16:30 UTC |
CG Subsidiary Holdings L.L.C.10% owner
TC Group, LLC10% owner
TC Group Sub L.P.10% owner
TC Group VI S1, L.L.C.10% owner
TC Group VI S1, L.P.10% owner
CP VI Evergreen Holdings, L.P.10% owner
|
SaleClass A Common Stock | 41,266 | $68.96 | $2,845,604.32 |
DisclosureSEC source: 0000899243-21-042734 · doc4.xml · nonDerivative · entry 2 CG Subsidiary Holdings L.L.C. · CIK 0001790577 · 10% owner TC Group, LLC · CIK 0000933790 · 10% owner TC Group Sub L.P. · CIK 0001548639 · 10% owner TC Group VI S1, L.L.C. · CIK 0001766541 · 10% owner TC Group VI S1, L.P. · CIK 0001766496 · 10% owner Carlyle Partners VI Evergreen Holdings, L.P. · CIK 0001802267 · 10% owner CP VI Evergreen Holdings, L.P. · CIK 0001813962 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 56,252,838 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.705 to $69.28. The reporting person undertakes to provide 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 in this footnote. F3 · ownership.nature: Following the transactions reported herein, includes (i) 27,444,254 shares of Class A Common Stock held of record by CP VI Evergreen Holdings, L.P. ("CP VI Evergreen") and (ii) 27,292,394 shares of Class A Common Stock held of record by Carlyle Partners VI Evergreen Holdings, L.P. ("Carlyle Evergreen"). F4 · ownership.nature: The Carlyle Group Inc., which is a publicly traded entity listed on the Nasdaq, is the sole shareholder of Carlyle Holdings I GP Inc., which is the sole member of Carlyle Holdings I GP Sub L.L.C., which is the general partner of Carlyle Holdings I L.P., which, with respect to the securities held of record by Carlyle Evergreen and CP VI Evergreen, is the managing member of CG Subsidiary Holdings L.L.C., which is the managing member of TC Group, L.L.C., which is the general partner of TC Group Sub L.P., which is the managing member of TC Group VI S1, L.L.C., which is the general partner of TC Group VI S1, L.P., which is the general partner of Carlyle Evergreen and CP VI Evergreen. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 16:30 UTC |
CG Subsidiary Holdings L.L.C.10% owner
TC Group, LLC10% owner
TC Group Sub L.P.10% owner
TC Group VI S1, L.L.C.10% owner
TC Group VI S1, L.P.10% owner
CP VI Evergreen Holdings, L.P.10% owner
|
SaleClass A Common Stock | 194,427 | $68.21 | $13,262,701.71 |
DisclosureSEC source: 0000899243-21-042734 · doc4.xml · nonDerivative · entry 1 CG Subsidiary Holdings L.L.C. · CIK 0001790577 · 10% owner TC Group, LLC · CIK 0000933790 · 10% owner TC Group Sub L.P. · CIK 0001548639 · 10% owner TC Group VI S1, L.L.C. · CIK 0001766541 · 10% owner TC Group VI S1, L.P. · CIK 0001766496 · 10% owner Carlyle Partners VI Evergreen Holdings, L.P. · CIK 0001802267 · 10% owner CP VI Evergreen Holdings, L.P. · CIK 0001813962 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 56,294,104 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.705 to $68.70. The reporting person undertakes to provide 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 in this footnote. F3 · ownership.nature: Following the transactions reported herein, includes (i) 27,444,254 shares of Class A Common Stock held of record by CP VI Evergreen Holdings, L.P. ("CP VI Evergreen") and (ii) 27,292,394 shares of Class A Common Stock held of record by Carlyle Partners VI Evergreen Holdings, L.P. ("Carlyle Evergreen"). F4 · ownership.nature: The Carlyle Group Inc., which is a publicly traded entity listed on the Nasdaq, is the sole shareholder of Carlyle Holdings I GP Inc., which is the sole member of Carlyle Holdings I GP Sub L.L.C., which is the general partner of Carlyle Holdings I L.P., which, with respect to the securities held of record by Carlyle Evergreen and CP VI Evergreen, is the managing member of CG Subsidiary Holdings L.L.C., which is the managing member of TC Group, L.L.C., which is the general partner of TC Group Sub L.P., which is the managing member of TC Group VI S1, L.L.C., which is the general partner of TC Group VI S1, L.P., which is the general partner of Carlyle Evergreen and CP VI Evergreen. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 20:30 UTC |
Carlyle Group Inc.10% owner
Carlyle Holdings I GP Inc.10% owner
Carlyle Holdings I GP Sub L.L.C.10% owner
Carlyle Holdings I L.P.10% owner
|
SaleClass A Common Stock | 41,266 | $68.96 | $2,845,604.32 |
DisclosureSEC source: 0000899243-21-042730 · doc4.xml · nonDerivative · entry 2 Carlyle Group Inc. · CIK 0001527166 · 10% owner Carlyle Holdings I GP Inc. · CIK 0001548626 · 10% owner Carlyle Holdings I GP Sub L.L.C. · CIK 0001548627 · 10% owner Carlyle Holdings I L.P. · CIK 0001548628 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 56,252,838 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.705 to $69.28. The reporting person undertakes to provide 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 in this footnote. F3 · ownership.nature: Following the transactions reported herein, includes (i) 27,444,254 shares of Class A Common Stock held of record by CP VI Evergreen Holdings, L.P. ("CP VI Evergreen") and (ii) 27,292,394 shares of Class A Common Stock held of record by Carlyle Partners VI Evergreen Holdings, L.P. ("Carlyle Evergreen"). F4 · ownership.nature: The Carlyle Group Inc., which is a publicly traded entity listed on the Nasdaq, is the sole shareholder of Carlyle Holdings I GP Inc., which is the sole member of Carlyle Holdings I GP Sub L.L.C., which is the general partner of Carlyle Holdings I L.P., which, with respect to the securities held of record by Carlyle Evergreen and CP VI Evergreen, is the managing member of CG Subsidiary Holdings L.L.C., which is the managing member of TC Group, L.L.C., which is the general partner of TC Group Sub L.P., which is the managing member of TC Group VI S1, L.L.C., which is the general partner of TC Group VI S1, L.P., which is the general partner of Carlyle Evergreen and CP VI Evergreen. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 20:30 UTC |
Carlyle Group Inc.10% owner
Carlyle Holdings I GP Inc.10% owner
Carlyle Holdings I GP Sub L.L.C.10% owner
Carlyle Holdings I L.P.10% owner
|
SaleClass A Common Stock | 194,427 | $68.21 | $13,262,701.71 |
DisclosureSEC source: 0000899243-21-042730 · doc4.xml · nonDerivative · entry 1 Carlyle Group Inc. · CIK 0001527166 · 10% owner Carlyle Holdings I GP Inc. · CIK 0001548626 · 10% owner Carlyle Holdings I GP Sub L.L.C. · CIK 0001548627 · 10% owner Carlyle Holdings I L.P. · CIK 0001548628 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 56,294,104 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.705 to $68.70. The reporting person undertakes to provide 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 in this footnote. F3 · ownership.nature: Following the transactions reported herein, includes (i) 27,444,254 shares of Class A Common Stock held of record by CP VI Evergreen Holdings, L.P. ("CP VI Evergreen") and (ii) 27,292,394 shares of Class A Common Stock held of record by Carlyle Partners VI Evergreen Holdings, L.P. ("Carlyle Evergreen"). F4 · ownership.nature: The Carlyle Group Inc., which is a publicly traded entity listed on the Nasdaq, is the sole shareholder of Carlyle Holdings I GP Inc., which is the sole member of Carlyle Holdings I GP Sub L.L.C., which is the general partner of Carlyle Holdings I L.P., which, with respect to the securities held of record by Carlyle Evergreen and CP VI Evergreen, is the managing member of CG Subsidiary Holdings L.L.C., which is the managing member of TC Group, L.L.C., which is the general partner of TC Group Sub L.P., which is the managing member of TC Group VI S1, L.L.C., which is the general partner of TC Group VI S1, L.P., which is the general partner of Carlyle Evergreen and CP VI Evergreen. Read SEC document |
| October 29, 2021 Filed Nov 1, 2021 17:06 UTC |
CG Subsidiary Holdings L.L.C.10% owner
TC Group, LLC10% owner
TC Group Sub L.P.10% owner
TC Group VI S1, L.L.C.10% owner
TC Group VI S1, L.P.10% owner
CP VI Evergreen Holdings, L.P.10% owner
|
SaleClass A Common Stock | 6,667 | $67.81 | $452,100.60 |
DisclosureSEC source: 0000899243-21-042180 · doc4.xml · nonDerivative · entry 5 CG Subsidiary Holdings L.L.C. · CIK 0001790577 · 10% owner TC Group, LLC · CIK 0000933790 · 10% owner TC Group Sub L.P. · CIK 0001548639 · 10% owner TC Group VI S1, L.L.C. · CIK 0001766541 · 10% owner TC Group VI S1, L.P. · CIK 0001766496 · 10% owner Carlyle Partners VI Evergreen Holdings, L.P. · CIK 0001802267 · 10% owner CP VI Evergreen Holdings, L.P. · CIK 0001813962 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 56,488,531 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.77 to $67.93. The reporting person undertakes to provide 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 in this footnote. F3 · ownership.nature: Following the transactions reported herein, includes (i) 28,322,625 shares of Class A Common Stock held of record by CP VI Evergreen Holdings, L.P. ("CP VI Evergreen") and (ii) 28,165,906 shares of Class A Common Stock held of record by Carlyle Partners VI Evergreen Holdings, L.P. ("Carlyle Evergreen"). F4 · ownership.nature: The Carlyle Group Inc., which is a publicly traded entity listed on the Nasdaq, is the sole shareholder of Carlyle Holdings I GP Inc., which is the sole member of Carlyle Holdings I GP Sub L.L.C., which is the general partner of Carlyle Holdings I L.P., which, with respect to the securities held of record by Carlyle Evergreen and CP VI Evergreen, is the managing member of CG Subsidiary Holdings L.L.C., which is the managing member of TC Group, L.L.C., which is the general partner of TC Group Sub L.P., which is the managing member of TC Group VI S1, L.L.C., which is the general partner of TC Group VI S1, L.P., which is the general partner of Carlyle Evergreen and CP VI Evergreen. Read SEC document |
| October 29, 2021 Filed Nov 1, 2021 17:06 UTC |
CG Subsidiary Holdings L.L.C.10% owner
TC Group, LLC10% owner
TC Group Sub L.P.10% owner
TC Group VI S1, L.L.C.10% owner
TC Group VI S1, L.P.10% owner
CP VI Evergreen Holdings, L.P.10% owner
|
SaleClass A Common Stock | 94,681 | $67.30 | $6,372,353.22 |
DisclosureSEC source: 0000899243-21-042180 · doc4.xml · nonDerivative · entry 4 CG Subsidiary Holdings L.L.C. · CIK 0001790577 · 10% owner TC Group, LLC · CIK 0000933790 · 10% owner TC Group Sub L.P. · CIK 0001548639 · 10% owner TC Group VI S1, L.L.C. · CIK 0001766541 · 10% owner TC Group VI S1, L.P. · CIK 0001766496 · 10% owner Carlyle Partners VI Evergreen Holdings, L.P. · CIK 0001802267 · 10% owner CP VI Evergreen Holdings, L.P. · CIK 0001813962 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 56,495,198 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.77 to $67.76. The reporting person undertakes to provide 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 in this footnote. F3 · ownership.nature: Following the transactions reported herein, includes (i) 28,322,625 shares of Class A Common Stock held of record by CP VI Evergreen Holdings, L.P. ("CP VI Evergreen") and (ii) 28,165,906 shares of Class A Common Stock held of record by Carlyle Partners VI Evergreen Holdings, L.P. ("Carlyle Evergreen"). F4 · ownership.nature: The Carlyle Group Inc., which is a publicly traded entity listed on the Nasdaq, is the sole shareholder of Carlyle Holdings I GP Inc., which is the sole member of Carlyle Holdings I GP Sub L.L.C., which is the general partner of Carlyle Holdings I L.P., which, with respect to the securities held of record by Carlyle Evergreen and CP VI Evergreen, is the managing member of CG Subsidiary Holdings L.L.C., which is the managing member of TC Group, L.L.C., which is the general partner of TC Group Sub L.P., which is the managing member of TC Group VI S1, L.L.C., which is the general partner of TC Group VI S1, L.P., which is the general partner of Carlyle Evergreen and CP VI Evergreen. Read SEC document |
| October 29, 2021 Filed Nov 1, 2021 21:06 UTC |
Carlyle Group Inc.10% owner
Carlyle Holdings I GP Inc.10% owner
Carlyle Holdings I GP Sub L.L.C.10% owner
Carlyle Holdings I L.P.10% owner
|
SaleClass A Common Stock | 6,667 | $67.81 | $452,100.60 |
DisclosureSEC source: 0000899243-21-042181 · doc4.xml · nonDerivative · entry 5 Carlyle Group Inc. · CIK 0001527166 · 10% owner Carlyle Holdings I GP Inc. · CIK 0001548626 · 10% owner Carlyle Holdings I GP Sub L.L.C. · CIK 0001548627 · 10% owner Carlyle Holdings I L.P. · CIK 0001548628 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 56,488,531 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.77 to $67.93. The reporting person undertakes to provide 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 in this footnote. F3 · ownership.nature: Following the transactions reported herein, includes (i) 28,322,625 shares of Class A Common Stock held of record by CP VI Evergreen Holdings, L.P. ("CP VI Evergreen") and (ii) 28,165,906 shares of Class A Common Stock held of record by Carlyle Partners VI Evergreen Holdings, L.P. ("Carlyle Evergreen"). F4 · ownership.nature: The Carlyle Group Inc., which is a publicly traded entity listed on the Nasdaq, is the sole shareholder of Carlyle Holdings I GP Inc., which is the sole member of Carlyle Holdings I GP Sub L.L.C., which is the general partner of Carlyle Holdings I L.P., which, with respect to the securities held of record by Carlyle Evergreen and CP VI Evergreen, is the managing member of CG Subsidiary Holdings L.L.C., which is the managing member of TC Group, L.L.C., which is the general partner of TC Group Sub L.P., which is the managing member of TC Group VI S1, L.L.C., which is the general partner of TC Group VI S1, L.P., which is the general partner of Carlyle Evergreen and CP VI Evergreen. Read SEC document |
| October 29, 2021 Filed Nov 1, 2021 21:06 UTC |
Carlyle Group Inc.10% owner
Carlyle Holdings I GP Inc.10% owner
Carlyle Holdings I GP Sub L.L.C.10% owner
Carlyle Holdings I L.P.10% owner
|
SaleClass A Common Stock | 94,681 | $67.30 | $6,372,353.22 |
DisclosureSEC source: 0000899243-21-042181 · doc4.xml · nonDerivative · entry 4 Carlyle Group Inc. · CIK 0001527166 · 10% owner Carlyle Holdings I GP Inc. · CIK 0001548626 · 10% owner Carlyle Holdings I GP Sub L.L.C. · CIK 0001548627 · 10% owner Carlyle Holdings I L.P. · CIK 0001548628 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 56,495,198 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.77 to $67.76. The reporting person undertakes to provide 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 in this footnote. F3 · ownership.nature: Following the transactions reported herein, includes (i) 28,322,625 shares of Class A Common Stock held of record by CP VI Evergreen Holdings, L.P. ("CP VI Evergreen") and (ii) 28,165,906 shares of Class A Common Stock held of record by Carlyle Partners VI Evergreen Holdings, L.P. ("Carlyle Evergreen"). F4 · ownership.nature: The Carlyle Group Inc., which is a publicly traded entity listed on the Nasdaq, is the sole shareholder of Carlyle Holdings I GP Inc., which is the sole member of Carlyle Holdings I GP Sub L.L.C., which is the general partner of Carlyle Holdings I L.P., which, with respect to the securities held of record by Carlyle Evergreen and CP VI Evergreen, is the managing member of CG Subsidiary Holdings L.L.C., which is the managing member of TC Group, L.L.C., which is the general partner of TC Group Sub L.P., which is the managing member of TC Group VI S1, L.L.C., which is the general partner of TC Group VI S1, L.P., which is the general partner of Carlyle Evergreen and CP VI Evergreen. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 21:35 UTC |
DO Holdings (WA), LLC10% owner
|
Disposition to issuerLLC Units of ZoomInfo Holdings LLC · Derivative | 17,104,357 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-21-013457 · doc4.xml · derivative · entry 2 DO Holdings (WA), LLC · CIK 0001813992 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 17,104,357 shares Expires not disclosed F2 · derivative.exercise_price: Prior to the Reorganization, 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 were 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, andreclassifications. In connection with the Reorganization, the OpCo Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such OpCo Units for Class A Common Stock prior to the date of the Reorganization. F2 · kind: Prior to the Reorganization, 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 were 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, andreclassifications. In connection with the Reorganization, the OpCo Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such OpCo Units for Class A Common Stock prior to the date of the Reorganization. F2 · price: Prior to the Reorganization, 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 were 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, andreclassifications. In connection with the Reorganization, the OpCo Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such OpCo Units for Class A Common Stock prior to the date of the Reorganization. F2 · derivative.exercise_date: Prior to the Reorganization, 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 were 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, andreclassifications. In connection with the Reorganization, the OpCo Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such OpCo Units for Class A Common Stock prior to the date of the Reorganization. F2 · derivative.expiration_date: Prior to the Reorganization, 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 were 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, andreclassifications. In connection with the Reorganization, the OpCo Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such OpCo Units for Class A Common Stock prior to the date of the Reorganization. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 21:35 UTC |
DO Holdings (WA), LLC10% owner
|
GrantClass A Common Stock | 17,104,357 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-013457 · doc4.xml · nonDerivative · entry 1 DO Holdings (WA), LLC · CIK 0001813992 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,104,357 F1 · security: On October 29, 2021, pursuant to a reorganization, (the "Reorganization"), Zoomlnfo Technologies Inc. (formerly known as Zoomlnfo NewCo Inc.) (the "Issuer") became the successor of Zoomlnfo Intermediate Inc. (formerly known as Zoomlnfo Technologies Inc.) ("Zoomlnfo") pursuant to merger transactions, in which a subsidiary of Zoomlnfo Technologies Inc. merged with and into Zoomlnfo Intermediate Inc. with Zoomlnfo Intermediate Inc. surviving and, immediately following such merger, a subsidiary of Zoomlnfo Technologies Inc. merged with and into Zoomlnfo Holdings LLC ("OpCo"), a subsidiary of Zoomlnfo Intermediate Inc., with OpCo surviving. The mergers resulted in the Issuer becoming a parent holding company of Zoomlnfo and OpCo, but did not alter the proportionate economic interests of security holders. F2 · kind: Prior to the Reorganization, 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 were 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, andreclassifications. In connection with the Reorganization, the OpCo Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such OpCo Units for Class A Common Stock prior to the date of the Reorganization. F2 · price: Prior to the Reorganization, 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 were 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, andreclassifications. In connection with the Reorganization, the OpCo Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such OpCo Units for Class A Common Stock prior to the date of the Reorganization. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 21:55 UTC |
Brown Kirk Norman10% owner
|
Disposition to issuerLLC Units of ZoomInfo Holdings LLC · Derivative | 7,438,247 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-133280 · tm2131776d1_4seq1.xml · derivative · entry 3 Brown Kirk Norman · CIK 0001814058 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Class A Common Stock · 7,438,247 shares Expires not disclosed F2 · derivative.exercise_price: Prior to the Reorganization, 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 were 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. In connection with the Reorganization, the OpCo Units held indirectly by the Reporting Person through DO Holdings (WA) LLC were disposed of for the number of shares of Class A Common Stock which would have been received pursuant to the calculation described above, had DO Holdings (WA) LLC exchanged such OpCo Units for Class A Common Stock prior to the date of the Reorganization. F2 · kind: Prior to the Reorganization, 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 were 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. In connection with the Reorganization, the OpCo Units held indirectly by the Reporting Person through DO Holdings (WA) LLC were disposed of for the number of shares of Class A Common Stock which would have been received pursuant to the calculation described above, had DO Holdings (WA) LLC exchanged such OpCo Units for Class A Common Stock prior to the date of the Reorganization. F2 · price: Prior to the Reorganization, 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 were 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. In connection with the Reorganization, the OpCo Units held indirectly by the Reporting Person through DO Holdings (WA) LLC were disposed of for the number of shares of Class A Common Stock which would have been received pursuant to the calculation described above, had DO Holdings (WA) LLC exchanged such OpCo Units for Class A Common Stock prior to the date of the Reorganization. F2 · derivative.exercise_date: Prior to the Reorganization, 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 were 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. In connection with the Reorganization, the OpCo Units held indirectly by the Reporting Person through DO Holdings (WA) LLC were disposed of for the number of shares of Class A Common Stock which would have been received pursuant to the calculation described above, had DO Holdings (WA) LLC exchanged such OpCo Units for Class A Common Stock prior to the date of the Reorganization. F2 · derivative.expiration_date: Prior to the Reorganization, 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 were 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. In connection with the Reorganization, the OpCo Units held indirectly by the Reporting Person through DO Holdings (WA) LLC were disposed of for the number of shares of Class A Common Stock which would have been received pursuant to the calculation described above, had DO Holdings (WA) LLC exchanged such OpCo Units for Class A Common Stock prior to the date of the Reorganization. F3 · derivative.underlying_shares: Reflects the Reporting Person's proportionate pecuniary interest in the securities held directly by DO Holdings (WA) LLC. F3 · balance_after: Reflects the Reporting Person's proportionate pecuniary interest in the securities held directly by DO Holdings (WA) LLC. F4 · ownership.nature: Reflects the Reporting Person's proportionate pecuniary interest in the securities held directly by DO Holdings (WA) LLC. DO Holdings (WA) LLC is owned by the Reporting Person and Henry Schuck. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 21:55 UTC |
Brown Kirk Norman10% owner
|
GrantClass A Common Stock | 7,438,247 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-133280 · tm2131776d1_4seq1.xml · nonDerivative · entry 1 Brown Kirk Norman · CIK 0001814058 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 7,438,247 F1 · security: On October 29, 2021, pursuant to a reorganization, (the "Reorganization"), Zoomlnfo Technologies Inc. (formerly known as Zoomlnfo NewCo Inc.) (the "Issuer") became the successor of Zoomlnfo Intermediate Inc. (formerly known as Zoomlnfo Technologies Inc.) ("Zoomlnfo") pursuant to merger transactions, in which a subsidiary of Zoomlnfo Technologies Inc. merged with and into Zoomlnfo Intermediate Inc. with Zoomlnfo Intermediate Inc. surviving and, immediately following such merger, a subsidiary of Zoomlnfo Technologies Inc. merged with and into Zoomlnfo Holdings LLC ("OpCo"), a subsidiary of Zoomlnfo Intermediate Inc., with OpCo surviving. The mergers resulted in the Issuer becoming a parent holding company of Zoomlnfo and OpCo,but did not alter the proportionate economic interests of security holders. F2 · kind: Prior to the Reorganization, 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 were 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. In connection with the Reorganization, the OpCo Units held indirectly by the Reporting Person through DO Holdings (WA) LLC were disposed of for the number of shares of Class A Common Stock which would have been received pursuant to the calculation described above, had DO Holdings (WA) LLC exchanged such OpCo Units for Class A Common Stock prior to the date of the Reorganization. F2 · price: Prior to the Reorganization, 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 were 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. In connection with the Reorganization, the OpCo Units held indirectly by the Reporting Person through DO Holdings (WA) LLC were disposed of for the number of shares of Class A Common Stock which would have been received pursuant to the calculation described above, had DO Holdings (WA) LLC exchanged such OpCo Units for Class A Common Stock prior to the date of the Reorganization. F3 · balance_after: Reflects the Reporting Person's proportionate pecuniary interest in the securities held directly by DO Holdings (WA) LLC. F4 · ownership.nature: Reflects the Reporting Person's proportionate pecuniary interest in the securities held directly by DO Holdings (WA) LLC. DO Holdings (WA) LLC is owned by the Reporting Person and Henry Schuck. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 21:23 UTC |
Keren NirPresident, Israel and CTO
|
Disposition to issuerClass P Units of ZoomInfo Holdings LLC · Derivative | 1,078,166 | Not disclosed Strike: $6.56 | Not disclosed |
DisclosureSEC source: 0001794515-21-000329 · wf-form4_163590258346389.xml · derivative · entry 2 Keren Nir · CIK 0001813609 · President, Israel and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,078,166 shares Expires not disclosed F2 · kind: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock 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. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. These Class P Units were fully vested. F2 · price: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock 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. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. These Class P Units were fully vested. F2 · derivative.exercise_date: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock 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. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. These Class P Units were fully vested. F2 · derivative.expiration_date: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock 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. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. These Class P Units were fully vested. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 21:23 UTC |
Keren NirPresident, Israel and CTO
|
GrantClass A Common Stock | 972,838 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-21-000329 · wf-form4_163590258346389.xml · nonDerivative · entry 1 Keren Nir · CIK 0001813609 · President, Israel and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,051,647 F1 · security: On October 29, 2021, pursuant to a reorganization, (the "Reorganization"), ZoomInfo Technologies Inc. (formerly known as ZoomInfo NewCo Inc.) (the "Issuer") became the successor of ZoomInfo Intermediate Inc. (formerly known as ZoomInfo Technologies Inc.) ("ZoomInfo") pursuant to merger transactions, in which a subsidiary of ZoomInfo Technologies Inc. merged with and into ZoomInfo Intermediate Inc. with ZoomInfo Intermediate Inc. surviving and, immediately following such merger, a subsidiary of ZoomInfo Technologies Inc. merged with and into ZoomInfo Holdings LLC ("OpCo"), a subsidiary of ZoomInfo Intermediate Inc., with OpCo surviving. The mergers resulted in the Issuer becoming a parent holding company of ZoomInfo and OpCo, but did not alter the proportionate economic interests of security holders. F2 · kind: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock 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. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. These Class P Units were fully vested. F2 · shares: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock 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. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. These Class P Units were fully vested. F2 · price: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock 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. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. These Class P Units were fully vested. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 21:23 UTC |
Hays Joseph ChristopherChief Operating Officer
|
Disposition to issuerLLC Units of ZoomInfo Holdings LLC · Derivative | 63,909 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-21-000328 · wf-form4_163590256252390.xml · derivative · entry 12 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 63,909 shares Expires not disclosed F8 · derivative.exercise_price: Prior to the Reorganization, 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 were 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. In connection with the Reorganization, the OpCo Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such OpCo Units for Class A Common Stock prior to the date of the Reorganization. F8 · kind: Prior to the Reorganization, 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 were 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. In connection with the Reorganization, the OpCo Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such OpCo Units for Class A Common Stock prior to the date of the Reorganization. F8 · price: Prior to the Reorganization, 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 were 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. In connection with the Reorganization, the OpCo Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such OpCo Units for Class A Common Stock prior to the date of the Reorganization. F8 · derivative.exercise_date: Prior to the Reorganization, 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 were 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. In connection with the Reorganization, the OpCo Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such OpCo Units for Class A Common Stock prior to the date of the Reorganization. F8 · derivative.expiration_date: Prior to the Reorganization, 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 were 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. In connection with the Reorganization, the OpCo Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such OpCo Units for Class A Common Stock prior to the date of the Reorganization. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 21:23 UTC |
Hays Joseph ChristopherChief Operating Officer
|
Disposition to issuerClass P Units of ZoomInfo Holdings LLC · Derivative | 90,000 | Not disclosed Strike: $21.00 | Not disclosed |
DisclosureSEC source: 0001794515-21-000328 · wf-form4_163590256252390.xml · derivative · entry 11 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 90,000 shares Expires not disclosed F3 · kind: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock 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. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. F3 · price: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock 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. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. F7 · derivative.exercise_date: The number reflected in Table II reflects the number of Class P Units that were held by the Reporting Person. Reflects an original amount of 90,000 Class P Units, which, prior to the Reorganization, were scheduled to vest as follows: (a) one-third vest on December 3, 2022, (b) one-third vest on December 3, 2023, and (c) one-third vest on December 3, 2024. The shares of Class A Common Stock received in the Reorganization will vest along the same vesting schedule. F7 · derivative.expiration_date: The number reflected in Table II reflects the number of Class P Units that were held by the Reporting Person. Reflects an original amount of 90,000 Class P Units, which, prior to the Reorganization, were scheduled to vest as follows: (a) one-third vest on December 3, 2022, (b) one-third vest on December 3, 2023, and (c) one-third vest on December 3, 2024. The shares of Class A Common Stock received in the Reorganization will vest along the same vesting schedule. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 21:23 UTC |
Hays Joseph ChristopherChief Operating Officer
|
Disposition to issuerClass P Units of ZoomInfo Holdings LLC · Derivative | 310,519 | Not disclosed Strike: $6.56 | Not disclosed |
DisclosureSEC source: 0001794515-21-000328 · wf-form4_163590256252390.xml · derivative · entry 10 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 310,519 shares Expires not disclosed F3 · kind: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock 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. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. F3 · price: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock 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. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. F6 · derivative.exercise_date: The number reflected in Table II reflects the number of Class P Units that were held by the Reporting Person. Reflects an original amount of 876,759 Class P Units, which, prior to the Reorganization, were scheduled to vest as follows: 50% vest February 1, 2021, and the remaining 50% vest in equal monthly installments during the 24 months thereafter. The shares of Class A Common Stock received in the Reorganization will vest along the same vesting schedule. F6 · derivative.expiration_date: The number reflected in Table II reflects the number of Class P Units that were held by the Reporting Person. Reflects an original amount of 876,759 Class P Units, which, prior to the Reorganization, were scheduled to vest as follows: 50% vest February 1, 2021, and the remaining 50% vest in equal monthly installments during the 24 months thereafter. The shares of Class A Common Stock received in the Reorganization will vest along the same vesting schedule. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 21:23 UTC |
Hays Joseph ChristopherChief Operating Officer
|
Disposition to issuerClass P Units of ZoomInfo Holdings LLC · Derivative | 70,000 | Not disclosed Strike: $6.56 | Not disclosed |
DisclosureSEC source: 0001794515-21-000328 · wf-form4_163590256252390.xml · derivative · entry 9 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 70,000 shares Expires not disclosed F3 · kind: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock 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. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. F3 · price: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock 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. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. F5 · derivative.exercise_date: The number reflected in Table II reflects the number of Class P Units that were held by the Reporting Person. Reflects an original amount of 70,000 Class P Units, which, prior to the Reorganization, were scheduled to vest as follows: 50% vest October 1, 2021, and the remaining 50% vest in equal monthly installments during the 24 months thereafter. The shares of Class A Common Stock received in the Reorganization will vest along the same vesting schedule. F5 · derivative.expiration_date: The number reflected in Table II reflects the number of Class P Units that were held by the Reporting Person. Reflects an original amount of 70,000 Class P Units, which, prior to the Reorganization, were scheduled to vest as follows: 50% vest October 1, 2021, and the remaining 50% vest in equal monthly installments during the 24 months thereafter. The shares of Class A Common Stock received in the Reorganization will vest along the same vesting schedule. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 21:23 UTC |
Hays Joseph ChristopherChief Operating Officer
|
Disposition to issuerClass P Units of ZoomInfo Holdings LLC · Derivative | 149,064 | Not disclosed Strike: $4.00 | Not disclosed |
DisclosureSEC source: 0001794515-21-000328 · wf-form4_163590256252390.xml · derivative · entry 8 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 149,064 shares Expires not disclosed F3 · kind: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock 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. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. F3 · price: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock 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. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. F4 · derivative.exercise_date: The number reflected in Table II reflects the number of Class P Units that were held by the Reporting Person. Reflects an original amount of 350,704 Class P Units, which, prior to the Reorganization, were scheduled to vest as follows: 50% vest July 1, 2020, and the remaining 50% vest in equal monthly installments during the 24 months thereafter. The shares of Class A Common Stock received in the Reorganization will vest along the same vesting schedule. F4 · derivative.expiration_date: The number reflected in Table II reflects the number of Class P Units that were held by the Reporting Person. Reflects an original amount of 350,704 Class P Units, which, prior to the Reorganization, were scheduled to vest as follows: 50% vest July 1, 2020, and the remaining 50% vest in equal monthly installments during the 24 months thereafter. The shares of Class A Common Stock received in the Reorganization will vest along the same vesting schedule. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 21:23 UTC |
Hays Joseph ChristopherChief Operating Officer
|
Disposition to issuerLTIP Units of ZoomInfo Holdings LLC · Derivative | 175,434 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-21-000328 · wf-form4_163590256252390.xml · derivative · entry 7 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 175,434 shares Expires not disclosed F2 · derivative.exercise_price: Prior to the Reorganization, LTIP Units of OpCo would, upon vesting, be automatically converted into Class A Common Units of OpCo ("OpCo Units"), together with corresponding shares of the Issuer's Class B common stock ("Class B Common Stock"), which would then be exchangeable for shares of Class A Common Stock on a one-for-one basis. In connection with the Reorganization, such LTIP Units were disposed of for the number of shares of Class A Common Stock which would have been received by the Reporting Person upon the vesting and exchange of such LTIP Units. The shares of Class A Common Stock received remain subject to the same vesting schedule that was applicable to the LTIP Units, as follows: (i) for 47,620 units (a) one-third vest on December 3, 2022, (b) one-third vest on December 3, 2023, and (c) one-third vest on December 3, 2024, and (ii) the remaining 127,814 units will vest on March 1, 2024. F2 · kind: Prior to the Reorganization, LTIP Units of OpCo would, upon vesting, be automatically converted into Class A Common Units of OpCo ("OpCo Units"), together with corresponding shares of the Issuer's Class B common stock ("Class B Common Stock"), which would then be exchangeable for shares of Class A Common Stock on a one-for-one basis. In connection with the Reorganization, such LTIP Units were disposed of for the number of shares of Class A Common Stock which would have been received by the Reporting Person upon the vesting and exchange of such LTIP Units. The shares of Class A Common Stock received remain subject to the same vesting schedule that was applicable to the LTIP Units, as follows: (i) for 47,620 units (a) one-third vest on December 3, 2022, (b) one-third vest on December 3, 2023, and (c) one-third vest on December 3, 2024, and (ii) the remaining 127,814 units will vest on March 1, 2024. F2 · price: Prior to the Reorganization, LTIP Units of OpCo would, upon vesting, be automatically converted into Class A Common Units of OpCo ("OpCo Units"), together with corresponding shares of the Issuer's Class B common stock ("Class B Common Stock"), which would then be exchangeable for shares of Class A Common Stock on a one-for-one basis. In connection with the Reorganization, such LTIP Units were disposed of for the number of shares of Class A Common Stock which would have been received by the Reporting Person upon the vesting and exchange of such LTIP Units. The shares of Class A Common Stock received remain subject to the same vesting schedule that was applicable to the LTIP Units, as follows: (i) for 47,620 units (a) one-third vest on December 3, 2022, (b) one-third vest on December 3, 2023, and (c) one-third vest on December 3, 2024, and (ii) the remaining 127,814 units will vest on March 1, 2024. F2 · derivative.exercise_date: Prior to the Reorganization, LTIP Units of OpCo would, upon vesting, be automatically converted into Class A Common Units of OpCo ("OpCo Units"), together with corresponding shares of the Issuer's Class B common stock ("Class B Common Stock"), which would then be exchangeable for shares of Class A Common Stock on a one-for-one basis. In connection with the Reorganization, such LTIP Units were disposed of for the number of shares of Class A Common Stock which would have been received by the Reporting Person upon the vesting and exchange of such LTIP Units. The shares of Class A Common Stock received remain subject to the same vesting schedule that was applicable to the LTIP Units, as follows: (i) for 47,620 units (a) one-third vest on December 3, 2022, (b) one-third vest on December 3, 2023, and (c) one-third vest on December 3, 2024, and (ii) the remaining 127,814 units will vest on March 1, 2024. F2 · derivative.expiration_date: Prior to the Reorganization, LTIP Units of OpCo would, upon vesting, be automatically converted into Class A Common Units of OpCo ("OpCo Units"), together with corresponding shares of the Issuer's Class B common stock ("Class B Common Stock"), which would then be exchangeable for shares of Class A Common Stock on a one-for-one basis. In connection with the Reorganization, such LTIP Units were disposed of for the number of shares of Class A Common Stock which would have been received by the Reporting Person upon the vesting and exchange of such LTIP Units. The shares of Class A Common Stock received remain subject to the same vesting schedule that was applicable to the LTIP Units, as follows: (i) for 47,620 units (a) one-third vest on December 3, 2022, (b) one-third vest on December 3, 2023, and (c) one-third vest on December 3, 2024, and (ii) the remaining 127,814 units will vest on March 1, 2024. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 21:23 UTC |
Hays Joseph ChristopherChief Operating Officer
|
GrantClass A Common Stock | 63,909 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-21-000328 · wf-form4_163590256252390.xml · nonDerivative · entry 6 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,149,236 F1 · security: On October 29, 2021, pursuant to a reorganization, (the "Reorganization"), ZoomInfo Technologies Inc. (formerly known as ZoomInfo NewCo Inc.) (the "Issuer") became the successor of ZoomInfo Intermediate Inc. (formerly known as ZoomInfo Technologies Inc.) ("ZoomInfo") pursuant to merger transactions, in which a subsidiary of ZoomInfo Technologies Inc. merged with and into ZoomInfo Intermediate Inc. with ZoomInfo Intermediate Inc. surviving and, immediately following such merger, a subsidiary of ZoomInfo Technologies Inc. merged with and into ZoomInfo Holdings LLC ("OpCo"), a subsidiary of ZoomInfo Intermediate Inc., with OpCo surviving. The mergers resulted in the Issuer becoming a parent holding company of ZoomInfo and OpCo, but did not alter the proportionate economic interests of security holders. F8 · kind: Prior to the Reorganization, 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 were 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. In connection with the Reorganization, the OpCo Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such OpCo Units for Class A Common Stock prior to the date of the Reorganization. F8 · price: Prior to the Reorganization, 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 were 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. In connection with the Reorganization, the OpCo Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such OpCo Units for Class A Common Stock prior to the date of the Reorganization. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 21:23 UTC |
Hays Joseph ChristopherChief Operating Officer
|
GrantClass A Common Stock | 61,854 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-21-000328 · wf-form4_163590256252390.xml · nonDerivative · entry 5 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,085,327 F1 · security: On October 29, 2021, pursuant to a reorganization, (the "Reorganization"), ZoomInfo Technologies Inc. (formerly known as ZoomInfo NewCo Inc.) (the "Issuer") became the successor of ZoomInfo Intermediate Inc. (formerly known as ZoomInfo Technologies Inc.) ("ZoomInfo") pursuant to merger transactions, in which a subsidiary of ZoomInfo Technologies Inc. merged with and into ZoomInfo Intermediate Inc. with ZoomInfo Intermediate Inc. surviving and, immediately following such merger, a subsidiary of ZoomInfo Technologies Inc. merged with and into ZoomInfo Holdings LLC ("OpCo"), a subsidiary of ZoomInfo Intermediate Inc., with OpCo surviving. The mergers resulted in the Issuer becoming a parent holding company of ZoomInfo and OpCo, but did not alter the proportionate economic interests of security holders. F3 · kind: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock 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. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. F7 · shares: The number reflected in Table II reflects the number of Class P Units that were held by the Reporting Person. Reflects an original amount of 90,000 Class P Units, which, prior to the Reorganization, were scheduled to vest as follows: (a) one-third vest on December 3, 2022, (b) one-third vest on December 3, 2023, and (c) one-third vest on December 3, 2024. The shares of Class A Common Stock received in the Reorganization will vest along the same vesting schedule. F3 · price: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock 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. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 21:23 UTC |
Hays Joseph ChristopherChief Operating Officer
|
GrantClass A Common Stock | 280,183 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-21-000328 · wf-form4_163590256252390.xml · nonDerivative · entry 4 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,023,473 F1 · security: On October 29, 2021, pursuant to a reorganization, (the "Reorganization"), ZoomInfo Technologies Inc. (formerly known as ZoomInfo NewCo Inc.) (the "Issuer") became the successor of ZoomInfo Intermediate Inc. (formerly known as ZoomInfo Technologies Inc.) ("ZoomInfo") pursuant to merger transactions, in which a subsidiary of ZoomInfo Technologies Inc. merged with and into ZoomInfo Intermediate Inc. with ZoomInfo Intermediate Inc. surviving and, immediately following such merger, a subsidiary of ZoomInfo Technologies Inc. merged with and into ZoomInfo Holdings LLC ("OpCo"), a subsidiary of ZoomInfo Intermediate Inc., with OpCo surviving. The mergers resulted in the Issuer becoming a parent holding company of ZoomInfo and OpCo, but did not alter the proportionate economic interests of security holders. F3 · kind: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock 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. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. F6 · shares: The number reflected in Table II reflects the number of Class P Units that were held by the Reporting Person. Reflects an original amount of 876,759 Class P Units, which, prior to the Reorganization, were scheduled to vest as follows: 50% vest February 1, 2021, and the remaining 50% vest in equal monthly installments during the 24 months thereafter. The shares of Class A Common Stock received in the Reorganization will vest along the same vesting schedule. F3 · price: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock 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. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 21:23 UTC |
Hays Joseph ChristopherChief Operating Officer
|
GrantClass A Common Stock | 63,160 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-21-000328 · wf-form4_163590256252390.xml · nonDerivative · entry 3 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 743,290 F1 · security: On October 29, 2021, pursuant to a reorganization, (the "Reorganization"), ZoomInfo Technologies Inc. (formerly known as ZoomInfo NewCo Inc.) (the "Issuer") became the successor of ZoomInfo Intermediate Inc. (formerly known as ZoomInfo Technologies Inc.) ("ZoomInfo") pursuant to merger transactions, in which a subsidiary of ZoomInfo Technologies Inc. merged with and into ZoomInfo Intermediate Inc. with ZoomInfo Intermediate Inc. surviving and, immediately following such merger, a subsidiary of ZoomInfo Technologies Inc. merged with and into ZoomInfo Holdings LLC ("OpCo"), a subsidiary of ZoomInfo Intermediate Inc., with OpCo surviving. The mergers resulted in the Issuer becoming a parent holding company of ZoomInfo and OpCo, but did not alter the proportionate economic interests of security holders. F3 · kind: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock 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. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. F5 · shares: The number reflected in Table II reflects the number of Class P Units that were held by the Reporting Person. Reflects an original amount of 70,000 Class P Units, which, prior to the Reorganization, were scheduled to vest as follows: 50% vest October 1, 2021, and the remaining 50% vest in equal monthly installments during the 24 months thereafter. The shares of Class A Common Stock received in the Reorganization will vest along the same vesting schedule. F3 · price: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock 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. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 21:23 UTC |
Hays Joseph ChristopherChief Operating Officer
|
GrantClass A Common Stock | 140,183 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-21-000328 · wf-form4_163590256252390.xml · nonDerivative · entry 2 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 680,130 F1 · security: On October 29, 2021, pursuant to a reorganization, (the "Reorganization"), ZoomInfo Technologies Inc. (formerly known as ZoomInfo NewCo Inc.) (the "Issuer") became the successor of ZoomInfo Intermediate Inc. (formerly known as ZoomInfo Technologies Inc.) ("ZoomInfo") pursuant to merger transactions, in which a subsidiary of ZoomInfo Technologies Inc. merged with and into ZoomInfo Intermediate Inc. with ZoomInfo Intermediate Inc. surviving and, immediately following such merger, a subsidiary of ZoomInfo Technologies Inc. merged with and into ZoomInfo Holdings LLC ("OpCo"), a subsidiary of ZoomInfo Intermediate Inc., with OpCo surviving. The mergers resulted in the Issuer becoming a parent holding company of ZoomInfo and OpCo, but did not alter the proportionate economic interests of security holders. F3 · kind: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock 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. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. F4 · shares: The number reflected in Table II reflects the number of Class P Units that were held by the Reporting Person. Reflects an original amount of 350,704 Class P Units, which, prior to the Reorganization, were scheduled to vest as follows: 50% vest July 1, 2020, and the remaining 50% vest in equal monthly installments during the 24 months thereafter. The shares of Class A Common Stock received in the Reorganization will vest along the same vesting schedule. F3 · price: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock 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. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 21:23 UTC |
Hays Joseph ChristopherChief Operating Officer
|
GrantClass A Common Stock | 175,434 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-21-000328 · wf-form4_163590256252390.xml · nonDerivative · entry 1 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 539,947 F1 · security: On October 29, 2021, pursuant to a reorganization, (the "Reorganization"), ZoomInfo Technologies Inc. (formerly known as ZoomInfo NewCo Inc.) (the "Issuer") became the successor of ZoomInfo Intermediate Inc. (formerly known as ZoomInfo Technologies Inc.) ("ZoomInfo") pursuant to merger transactions, in which a subsidiary of ZoomInfo Technologies Inc. merged with and into ZoomInfo Intermediate Inc. with ZoomInfo Intermediate Inc. surviving and, immediately following such merger, a subsidiary of ZoomInfo Technologies Inc. merged with and into ZoomInfo Holdings LLC ("OpCo"), a subsidiary of ZoomInfo Intermediate Inc., with OpCo surviving. The mergers resulted in the Issuer becoming a parent holding company of ZoomInfo and OpCo, but did not alter the proportionate economic interests of security holders. F2 · kind: Prior to the Reorganization, LTIP Units of OpCo would, upon vesting, be automatically converted into Class A Common Units of OpCo ("OpCo Units"), together with corresponding shares of the Issuer's Class B common stock ("Class B Common Stock"), which would then be exchangeable for shares of Class A Common Stock on a one-for-one basis. In connection with the Reorganization, such LTIP Units were disposed of for the number of shares of Class A Common Stock which would have been received by the Reporting Person upon the vesting and exchange of such LTIP Units. The shares of Class A Common Stock received remain subject to the same vesting schedule that was applicable to the LTIP Units, as follows: (i) for 47,620 units (a) one-third vest on December 3, 2022, (b) one-third vest on December 3, 2023, and (c) one-third vest on December 3, 2024, and (ii) the remaining 127,814 units will vest on March 1, 2024. F2 · shares: Prior to the Reorganization, LTIP Units of OpCo would, upon vesting, be automatically converted into Class A Common Units of OpCo ("OpCo Units"), together with corresponding shares of the Issuer's Class B common stock ("Class B Common Stock"), which would then be exchangeable for shares of Class A Common Stock on a one-for-one basis. In connection with the Reorganization, such LTIP Units were disposed of for the number of shares of Class A Common Stock which would have been received by the Reporting Person upon the vesting and exchange of such LTIP Units. The shares of Class A Common Stock received remain subject to the same vesting schedule that was applicable to the LTIP Units, as follows: (i) for 47,620 units (a) one-third vest on December 3, 2022, (b) one-third vest on December 3, 2023, and (c) one-third vest on December 3, 2024, and (ii) the remaining 127,814 units will vest on March 1, 2024. F2 · price: Prior to the Reorganization, LTIP Units of OpCo would, upon vesting, be automatically converted into Class A Common Units of OpCo ("OpCo Units"), together with corresponding shares of the Issuer's Class B common stock ("Class B Common Stock"), which would then be exchangeable for shares of Class A Common Stock on a one-for-one basis. In connection with the Reorganization, such LTIP Units were disposed of for the number of shares of Class A Common Stock which would have been received by the Reporting Person upon the vesting and exchange of such LTIP Units. The shares of Class A Common Stock received remain subject to the same vesting schedule that was applicable to the LTIP Units, as follows: (i) for 47,620 units (a) one-third vest on December 3, 2022, (b) one-third vest on December 3, 2023, and (c) one-third vest on December 3, 2024, and (ii) the remaining 127,814 units will vest on March 1, 2024. Read SEC document |
| October 29, 2021 Filed Nov 3, 2021 01:36 UTC |
Schuck HenryDirector · Chief Executive Officer · 10% owner
|
Disposition to issuerLLC Units of ZoomInfo Holdings LLC · Derivative | 9,666,110 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-21-000330 · wf-form4_163590339645903.xml · derivative · entry 3 Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Class A Common Stock · 9,666,110 shares Expires not disclosed F2 · derivative.exercise_price: Prior to the Reorganization, 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 were 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. In connection with the Reorganization, the OpCo Units held indirectly by the Reporting Person through DO Holdings (WA), LLC were disposed of for the number of shares of Class A Common Stock which would have been received pursuant to the calculation described above, had DO Holdings (WA), LLC exchanged such OpCo Units for Class A Common Stock prior to the date of the Reorganization. F2 · kind: Prior to the Reorganization, 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 were 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. In connection with the Reorganization, the OpCo Units held indirectly by the Reporting Person through DO Holdings (WA), LLC were disposed of for the number of shares of Class A Common Stock which would have been received pursuant to the calculation described above, had DO Holdings (WA), LLC exchanged such OpCo Units for Class A Common Stock prior to the date of the Reorganization. F2 · price: Prior to the Reorganization, 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 were 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. In connection with the Reorganization, the OpCo Units held indirectly by the Reporting Person through DO Holdings (WA), LLC were disposed of for the number of shares of Class A Common Stock which would have been received pursuant to the calculation described above, had DO Holdings (WA), LLC exchanged such OpCo Units for Class A Common Stock prior to the date of the Reorganization. F2 · derivative.exercise_date: Prior to the Reorganization, 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 were 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. In connection with the Reorganization, the OpCo Units held indirectly by the Reporting Person through DO Holdings (WA), LLC were disposed of for the number of shares of Class A Common Stock which would have been received pursuant to the calculation described above, had DO Holdings (WA), LLC exchanged such OpCo Units for Class A Common Stock prior to the date of the Reorganization. F2 · derivative.expiration_date: Prior to the Reorganization, 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 were 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. In connection with the Reorganization, the OpCo Units held indirectly by the Reporting Person through DO Holdings (WA), LLC were disposed of for the number of shares of Class A Common Stock which would have been received pursuant to the calculation described above, had DO Holdings (WA), LLC exchanged such OpCo Units for Class A Common Stock prior to the date of the Reorganization. F3 · derivative.underlying_shares: Reflects the Reporting Person's proportionate pecuniary interest in the securities held directly by DO Holdings (WA), LLC. F3 · balance_after: Reflects the Reporting Person's proportionate pecuniary interest in the securities held directly by DO Holdings (WA), LLC. F4 · ownership.nature: Reflects securities held directly by DO Holdings (WA), LLC. DO Holdings (WA), LLC is owned by the Reporting Person and Kirk Brown. The Reporting Person may be deemed to share voting and dispositive power over the securities held by DO Holdings (WA), LLC. Read SEC document |
| October 29, 2021 Filed Nov 3, 2021 01:36 UTC |
Schuck HenryDirector · Chief Executive Officer · 10% owner
|
GrantClass A Common Stock | 9,666,110 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-21-000330 · wf-form4_163590339645903.xml · nonDerivative · entry 1 Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 9,666,110 F1 · security: On October 29, 2021, pursuant to a reorganization, (the "Reorganization"), Zoomlnfo Technologies Inc. (formerly known as Zoomlnfo NewCo Inc.) (the "Issuer") became the successor of Zoomlnfo Intermediate Inc. (formerly known as Zoomlnfo Technologies Inc.) ("Zoomlnfo") pursuant to merger transactions, in which a subsidiary ofZoomlnfo Technologies Inc. merged with and into Zoomlnfo Intermediate Inc. with Zoomlnfo Intermediate Inc. surviving and, immediately following such merger, a subsidiary ofZoomlnfo Technologies Inc. merged with and into Zoomlnfo Holdings LLC ("OpCo"), a subsidiary of Zoomlnfo Intermediate Inc., with OpCo surviving. The mergers resulted in the Issuer becoming a parent holding company of Zoomlnfo and OpCo, but did not alter the proportionate economic interests of security holders. F2 · kind: Prior to the Reorganization, 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 were 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. In connection with the Reorganization, the OpCo Units held indirectly by the Reporting Person through DO Holdings (WA), LLC were disposed of for the number of shares of Class A Common Stock which would have been received pursuant to the calculation described above, had DO Holdings (WA), LLC exchanged such OpCo Units for Class A Common Stock prior to the date of the Reorganization. F2 · price: Prior to the Reorganization, 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 were 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. In connection with the Reorganization, the OpCo Units held indirectly by the Reporting Person through DO Holdings (WA), LLC were disposed of for the number of shares of Class A Common Stock which would have been received pursuant to the calculation described above, had DO Holdings (WA), LLC exchanged such OpCo Units for Class A Common Stock prior to the date of the Reorganization. F3 · balance_after: Reflects the Reporting Person's proportionate pecuniary interest in the securities held directly by DO Holdings (WA), LLC. F4 · ownership.nature: Reflects securities held directly by DO Holdings (WA), LLC. DO Holdings (WA), LLC is owned by the Reporting Person and Kirk Brown. The Reporting Person may be deemed to share voting and dispositive power over the securities held by DO Holdings (WA), LLC. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 21:22 UTC |
Hyzer Peter CameronChief Financial Officer
|
Disposition to issuerClass P Units of ZoomInfo Holdings LLC · Derivative | 90,000 | Not disclosed Strike: $21.00 | Not disclosed |
DisclosureSEC source: 0001794515-21-000326 · wf-form4_163590252333109.xml · derivative · entry 6 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 90,000 shares Expires not disclosed F3 · kind: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock 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. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. F3 · price: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock 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. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. F5 · derivative.exercise_date: The number reflected in Table II reflects the number of Class P Units that were held by the Reporting Person. Reflects an original amount of 90,000 Class P Units, which, prior to the Reorganization, were scheduled to vest as follows: (a) one-third vest on December 3, 2022, (b) one-third vest on December 3, 2023, and (c) one-third vest on December 3, 2024. The shares of Class A Common Stock received in the Reorganization will vest along the same vesting schedule. F5 · derivative.expiration_date: The number reflected in Table II reflects the number of Class P Units that were held by the Reporting Person. Reflects an original amount of 90,000 Class P Units, which, prior to the Reorganization, were scheduled to vest as follows: (a) one-third vest on December 3, 2022, (b) one-third vest on December 3, 2023, and (c) one-third vest on December 3, 2024. The shares of Class A Common Stock received in the Reorganization will vest along the same vesting schedule. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 21:22 UTC |
Hyzer Peter CameronChief Financial Officer
|
Disposition to issuerClass P Units of ZoomInfo Holdings LLC · Derivative | 161,670 | Not disclosed Strike: $4.00 | Not disclosed |
DisclosureSEC source: 0001794515-21-000326 · wf-form4_163590252333109.xml · derivative · entry 5 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 161,670 shares Expires not disclosed F3 · kind: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock 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. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. F3 · price: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock 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. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. F4 · derivative.exercise_date: The number reflected in Table II reflects the number of Class P Units that were held by the Reporting Person. Reflects an original amount of 1,753,518 Class P Units, which, prior to the Reorganization, were scheduled to vest as follows: 50% vested on November 12, 2020, and the remaining 50% vest in equal monthly installments during the 24 months following November 12, 2020. The shares of Class A Common Stock received in the Reorganization will vest along the same vesting schedule. F4 · derivative.expiration_date: The number reflected in Table II reflects the number of Class P Units that were held by the Reporting Person. Reflects an original amount of 1,753,518 Class P Units, which, prior to the Reorganization, were scheduled to vest as follows: 50% vested on November 12, 2020, and the remaining 50% vest in equal monthly installments during the 24 months following November 12, 2020. The shares of Class A Common Stock received in the Reorganization will vest along the same vesting schedule. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 21:22 UTC |
Hyzer Peter CameronChief Financial Officer
|
Disposition to issuerLTIP Units of ZoomInfo Holdings LLC · Derivative | 57,231 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-21-000326 · wf-form4_163590252333109.xml · derivative · entry 4 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 57,231 shares Expires not disclosed F2 · derivative.exercise_price: Prior to the Reorganization, LTIP Units of OpCo would, upon vesting, be automatically converted into Class A Common Units of OpCo (together with corresponding shares of the Issuer's Class B common stock ("Class B Common Stock")) which would then be exchangeable for shares of Class A Common Stock on a one-for-one basis. In connection with the Reorganization, such LTIP Units were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person upon the vesting and exchange of such LTIP Units. The shares of Class A Common Stock received remain subject to the same vesting schedule that was applicable to the LTIP Units, as follows: (a) 34% on March 1, 2023, and (b) 66% on March 1, 2024. F2 · kind: Prior to the Reorganization, LTIP Units of OpCo would, upon vesting, be automatically converted into Class A Common Units of OpCo (together with corresponding shares of the Issuer's Class B common stock ("Class B Common Stock")) which would then be exchangeable for shares of Class A Common Stock on a one-for-one basis. In connection with the Reorganization, such LTIP Units were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person upon the vesting and exchange of such LTIP Units. The shares of Class A Common Stock received remain subject to the same vesting schedule that was applicable to the LTIP Units, as follows: (a) 34% on March 1, 2023, and (b) 66% on March 1, 2024. F2 · price: Prior to the Reorganization, LTIP Units of OpCo would, upon vesting, be automatically converted into Class A Common Units of OpCo (together with corresponding shares of the Issuer's Class B common stock ("Class B Common Stock")) which would then be exchangeable for shares of Class A Common Stock on a one-for-one basis. In connection with the Reorganization, such LTIP Units were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person upon the vesting and exchange of such LTIP Units. The shares of Class A Common Stock received remain subject to the same vesting schedule that was applicable to the LTIP Units, as follows: (a) 34% on March 1, 2023, and (b) 66% on March 1, 2024. F2 · derivative.exercise_date: Prior to the Reorganization, LTIP Units of OpCo would, upon vesting, be automatically converted into Class A Common Units of OpCo (together with corresponding shares of the Issuer's Class B common stock ("Class B Common Stock")) which would then be exchangeable for shares of Class A Common Stock on a one-for-one basis. In connection with the Reorganization, such LTIP Units were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person upon the vesting and exchange of such LTIP Units. The shares of Class A Common Stock received remain subject to the same vesting schedule that was applicable to the LTIP Units, as follows: (a) 34% on March 1, 2023, and (b) 66% on March 1, 2024. F2 · derivative.expiration_date: Prior to the Reorganization, LTIP Units of OpCo would, upon vesting, be automatically converted into Class A Common Units of OpCo (together with corresponding shares of the Issuer's Class B common stock ("Class B Common Stock")) which would then be exchangeable for shares of Class A Common Stock on a one-for-one basis. In connection with the Reorganization, such LTIP Units were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person upon the vesting and exchange of such LTIP Units. The shares of Class A Common Stock received remain subject to the same vesting schedule that was applicable to the LTIP Units, as follows: (a) 34% on March 1, 2023, and (b) 66% on March 1, 2024. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 21:22 UTC |
Hyzer Peter CameronChief Financial Officer
|
GrantClass A Common Stock | 61,854 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-21-000326 · wf-form4_163590252333109.xml · nonDerivative · entry 3 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,287,531 F1 · security: On October 29, 2021, pursuant to a reorganization, (the "Reorganization"), ZoomInfo Technologies Inc. (formerly known as ZoomInfo NewCo Inc.) (the "Issuer") became the successor of ZoomInfo Intermediate Inc. (formerly known as ZoomInfo Technologies Inc.) ("ZoomInfo") pursuant to merger transactions, in which a subsidiary of ZoomInfo Technologies Inc. merged with and into ZoomInfo Intermediate Inc. with ZoomInfo Intermediate Inc. surviving and, immediately following such merger, a subsidiary of ZoomInfo Technologies Inc. merged with and into ZoomInfo Holdings LLC ("OpCo"), a subsidiary of ZoomInfo Intermediate Inc., with OpCo surviving. The mergers resulted in the Issuer becoming a parent holding company of ZoomInfo and OpCo, but did not alter the proportionate economic interests of security holders. F3 · kind: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock 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. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. F5 · shares: The number reflected in Table II reflects the number of Class P Units that were held by the Reporting Person. Reflects an original amount of 90,000 Class P Units, which, prior to the Reorganization, were scheduled to vest as follows: (a) one-third vest on December 3, 2022, (b) one-third vest on December 3, 2023, and (c) one-third vest on December 3, 2024. The shares of Class A Common Stock received in the Reorganization will vest along the same vesting schedule. F3 · price: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock 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. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 21:22 UTC |
Hyzer Peter CameronChief Financial Officer
|
GrantClass A Common Stock | 152,038 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-21-000326 · wf-form4_163590252333109.xml · nonDerivative · entry 2 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,225,677 F1 · security: On October 29, 2021, pursuant to a reorganization, (the "Reorganization"), ZoomInfo Technologies Inc. (formerly known as ZoomInfo NewCo Inc.) (the "Issuer") became the successor of ZoomInfo Intermediate Inc. (formerly known as ZoomInfo Technologies Inc.) ("ZoomInfo") pursuant to merger transactions, in which a subsidiary of ZoomInfo Technologies Inc. merged with and into ZoomInfo Intermediate Inc. with ZoomInfo Intermediate Inc. surviving and, immediately following such merger, a subsidiary of ZoomInfo Technologies Inc. merged with and into ZoomInfo Holdings LLC ("OpCo"), a subsidiary of ZoomInfo Intermediate Inc., with OpCo surviving. The mergers resulted in the Issuer becoming a parent holding company of ZoomInfo and OpCo, but did not alter the proportionate economic interests of security holders. F3 · kind: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock 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. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. F4 · shares: The number reflected in Table II reflects the number of Class P Units that were held by the Reporting Person. Reflects an original amount of 1,753,518 Class P Units, which, prior to the Reorganization, were scheduled to vest as follows: 50% vested on November 12, 2020, and the remaining 50% vest in equal monthly installments during the 24 months following November 12, 2020. The shares of Class A Common Stock received in the Reorganization will vest along the same vesting schedule. F3 · price: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock 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. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 21:22 UTC |
Hyzer Peter CameronChief Financial Officer
|
GrantClass A Common Stock | 57,231 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-21-000326 · wf-form4_163590252333109.xml · nonDerivative · entry 1 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,073,639 F1 · security: On October 29, 2021, pursuant to a reorganization, (the "Reorganization"), ZoomInfo Technologies Inc. (formerly known as ZoomInfo NewCo Inc.) (the "Issuer") became the successor of ZoomInfo Intermediate Inc. (formerly known as ZoomInfo Technologies Inc.) ("ZoomInfo") pursuant to merger transactions, in which a subsidiary of ZoomInfo Technologies Inc. merged with and into ZoomInfo Intermediate Inc. with ZoomInfo Intermediate Inc. surviving and, immediately following such merger, a subsidiary of ZoomInfo Technologies Inc. merged with and into ZoomInfo Holdings LLC ("OpCo"), a subsidiary of ZoomInfo Intermediate Inc., with OpCo surviving. The mergers resulted in the Issuer becoming a parent holding company of ZoomInfo and OpCo, but did not alter the proportionate economic interests of security holders. F2 · kind: Prior to the Reorganization, LTIP Units of OpCo would, upon vesting, be automatically converted into Class A Common Units of OpCo (together with corresponding shares of the Issuer's Class B common stock ("Class B Common Stock")) which would then be exchangeable for shares of Class A Common Stock on a one-for-one basis. In connection with the Reorganization, such LTIP Units were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person upon the vesting and exchange of such LTIP Units. The shares of Class A Common Stock received remain subject to the same vesting schedule that was applicable to the LTIP Units, as follows: (a) 34% on March 1, 2023, and (b) 66% on March 1, 2024. F2 · shares: Prior to the Reorganization, LTIP Units of OpCo would, upon vesting, be automatically converted into Class A Common Units of OpCo (together with corresponding shares of the Issuer's Class B common stock ("Class B Common Stock")) which would then be exchangeable for shares of Class A Common Stock on a one-for-one basis. In connection with the Reorganization, such LTIP Units were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person upon the vesting and exchange of such LTIP Units. The shares of Class A Common Stock received remain subject to the same vesting schedule that was applicable to the LTIP Units, as follows: (a) 34% on March 1, 2023, and (b) 66% on March 1, 2024. F2 · price: Prior to the Reorganization, LTIP Units of OpCo would, upon vesting, be automatically converted into Class A Common Units of OpCo (together with corresponding shares of the Issuer's Class B common stock ("Class B Common Stock")) which would then be exchangeable for shares of Class A Common Stock on a one-for-one basis. In connection with the Reorganization, such LTIP Units were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person upon the vesting and exchange of such LTIP Units. The shares of Class A Common Stock received remain subject to the same vesting schedule that was applicable to the LTIP Units, as follows: (a) 34% on March 1, 2023, and (b) 66% on March 1, 2024. Read SEC document |
| October 29, 2021 Filed Nov 3, 2021 01:22 UTC |
HSKB Funds, LLC10% owner
|
OtherLLC Units of ZoomInfo Holdings LLC · Derivative | 3,890,432 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-21-000327 · wf-form4_163590254193134.xml · derivative · entry 2 HSKB Funds, LLC · CIK 0001834204 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 3,890,432 shares Expires not disclosed F2 · derivative.exercise_price: Prior to the Reorganization, 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 were 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. In connection with the Reorganization, the OpCo Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such OpCo Units for Class A Common Stock prior to the date of the Reorganization. F2 · kind: Prior to the Reorganization, 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 were 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. In connection with the Reorganization, the OpCo Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such OpCo Units for Class A Common Stock prior to the date of the Reorganization. F2 · price: Prior to the Reorganization, 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 were 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. In connection with the Reorganization, the OpCo Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such OpCo Units for Class A Common Stock prior to the date of the Reorganization. F2 · derivative.exercise_date: Prior to the Reorganization, 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 were 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. In connection with the Reorganization, the OpCo Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such OpCo Units for Class A Common Stock prior to the date of the Reorganization. F2 · derivative.expiration_date: Prior to the Reorganization, 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 were 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. In connection with the Reorganization, the OpCo Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such OpCo Units for Class A Common Stock prior to the date of the Reorganization. Read SEC document |
| October 29, 2021 Filed Nov 3, 2021 01:22 UTC |
HSKB Funds, LLC10% owner
|
OtherClass A Common Stock | 3,890,432 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-21-000327 · wf-form4_163590254193134.xml · nonDerivative · entry 1 HSKB Funds, LLC · CIK 0001834204 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,890,432 F1 · security: On October 29, 2021, pursuant to a reorganization, (the "Reorganization"), ZoomInfo Technologies Inc. (formerly known as ZoomInfo NewCo Inc.) (the "Issuer") became the successor of ZoomInfo Intermediate Inc. (formerly known as ZoomInfo Technologies Inc.) ("ZoomInfo") pursuant to merger transactions, in which a subsidiary of ZoomInfo Technologies Inc. merged with and into ZoomInfo Intermediate Inc. with ZoomInfo Intermediate Inc. surviving and, immediately following such merger, a subsidiary of ZoomInfo Technologies Inc. merged with and into ZoomInfo Holdings LLC ("OpCo"), a subsidiary of ZoomInfo Intermediate Inc., with OpCo surviving. The mergers resulted in the Issuer becoming a parent holding company of ZoomInfo and OpCo, but did not alter the proportionate economic interests of security holders. F2 · kind: Prior to the Reorganization, 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 were 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. In connection with the Reorganization, the OpCo Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such OpCo Units for Class A Common Stock prior to the date of the Reorganization. F2 · price: Prior to the Reorganization, 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 were 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. In connection with the Reorganization, the OpCo Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such OpCo Units for Class A Common Stock prior to the date of the Reorganization. Read SEC document |
| October 28, 2021 Filed Nov 1, 2021 17:06 UTC |
CG Subsidiary Holdings L.L.C.10% owner
TC Group, LLC10% owner
TC Group Sub L.P.10% owner
TC Group VI S1, L.L.C.10% owner
TC Group VI S1, L.P.10% owner
CP VI Evergreen Holdings, L.P.10% owner
|
SaleClass A Common Stock | 48,102 | $67.06 | $3,225,821.13 |
DisclosureSEC source: 0000899243-21-042180 · doc4.xml · nonDerivative · entry 3 CG Subsidiary Holdings L.L.C. · CIK 0001790577 · 10% owner TC Group, LLC · CIK 0000933790 · 10% owner TC Group Sub L.P. · CIK 0001548639 · 10% owner TC Group VI S1, L.L.C. · CIK 0001766541 · 10% owner TC Group VI S1, L.P. · CIK 0001766496 · 10% owner Carlyle Partners VI Evergreen Holdings, L.P. · CIK 0001802267 · 10% owner CP VI Evergreen Holdings, L.P. · CIK 0001813962 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 56,589,879 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.855 to $67.23. The reporting person undertakes to provide 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 in this footnote. F3 · ownership.nature: Following the transactions reported herein, includes (i) 28,322,625 shares of Class A Common Stock held of record by CP VI Evergreen Holdings, L.P. ("CP VI Evergreen") and (ii) 28,165,906 shares of Class A Common Stock held of record by Carlyle Partners VI Evergreen Holdings, L.P. ("Carlyle Evergreen"). F4 · ownership.nature: The Carlyle Group Inc., which is a publicly traded entity listed on the Nasdaq, is the sole shareholder of Carlyle Holdings I GP Inc., which is the sole member of Carlyle Holdings I GP Sub L.L.C., which is the general partner of Carlyle Holdings I L.P., which, with respect to the securities held of record by Carlyle Evergreen and CP VI Evergreen, is the managing member of CG Subsidiary Holdings L.L.C., which is the managing member of TC Group, L.L.C., which is the general partner of TC Group Sub L.P., which is the managing member of TC Group VI S1, L.L.C., which is the general partner of TC Group VI S1, L.P., which is the general partner of Carlyle Evergreen and CP VI Evergreen. Read SEC document |
| October 28, 2021 Filed Nov 1, 2021 17:06 UTC |
CG Subsidiary Holdings L.L.C.10% owner
TC Group, LLC10% owner
TC Group Sub L.P.10% owner
TC Group VI S1, L.L.C.10% owner
TC Group VI S1, L.P.10% owner
CP VI Evergreen Holdings, L.P.10% owner
|
SaleClass A Common Stock | 133,603 | $66.35 | $8,863,904.40 |
DisclosureSEC source: 0000899243-21-042180 · doc4.xml · nonDerivative · entry 2 CG Subsidiary Holdings L.L.C. · CIK 0001790577 · 10% owner TC Group, LLC · CIK 0000933790 · 10% owner TC Group Sub L.P. · CIK 0001548639 · 10% owner TC Group VI S1, L.L.C. · CIK 0001766541 · 10% owner TC Group VI S1, L.P. · CIK 0001766496 · 10% owner Carlyle Partners VI Evergreen Holdings, L.P. · CIK 0001802267 · 10% owner CP VI Evergreen Holdings, L.P. · CIK 0001813962 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 56,637,981 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.85 to $66.84. The reporting person undertakes to provide 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 in this footnote. F3 · ownership.nature: Following the transactions reported herein, includes (i) 28,322,625 shares of Class A Common Stock held of record by CP VI Evergreen Holdings, L.P. ("CP VI Evergreen") and (ii) 28,165,906 shares of Class A Common Stock held of record by Carlyle Partners VI Evergreen Holdings, L.P. ("Carlyle Evergreen"). F4 · ownership.nature: The Carlyle Group Inc., which is a publicly traded entity listed on the Nasdaq, is the sole shareholder of Carlyle Holdings I GP Inc., which is the sole member of Carlyle Holdings I GP Sub L.L.C., which is the general partner of Carlyle Holdings I L.P., which, with respect to the securities held of record by Carlyle Evergreen and CP VI Evergreen, is the managing member of CG Subsidiary Holdings L.L.C., which is the managing member of TC Group, L.L.C., which is the general partner of TC Group Sub L.P., which is the managing member of TC Group VI S1, L.L.C., which is the general partner of TC Group VI S1, L.P., which is the general partner of Carlyle Evergreen and CP VI Evergreen. 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.