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Nasdaq · USD

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ZoomInfo Technologies Inc.

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Tapewire entity
1794
SEC CIK
0001794515
Parsed reports
1,009

Last 12 months

Inside the activity.

1 purchase rows · 23 sale rows

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

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
April 01, 2026 Filed Apr 3, 2026 20:26 UTC Exercise / conversionRestricted Stock Units · Derivative 7,813 $0.00 $0.00
Disclosure

SEC source: 0002034804-26-000010 · wk-form4_1775247980.xml · derivative · entry 11

O'Brien Michael Graham · CIK 0002034804 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 78,125

Underlying: Common Stock · 7,813 shares

Expires not disclosed

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

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

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

F6 · derivative.exercise_date: The Reporting Person received an original grant of restricted stock units on September 10, 2024, which vest as follows: (a) 25% on October 1, 2025; and (b) the remainder of the award in equal quarterly installments during the 36 months following October 1, 2025.

F6 · derivative.expiration_date: The Reporting Person received an original grant of restricted stock units on September 10, 2024, which vest as follows: (a) 25% on October 1, 2025; and (b) the remainder of the award in equal quarterly installments during the 36 months following October 1, 2025.

Read SEC document
April 01, 2026 Filed Apr 3, 2026 20:26 UTC Exercise / conversionRestricted Stock Units · Derivative 765 $0.00 $0.00
Disclosure

SEC source: 0002034804-26-000010 · wk-form4_1775247980.xml · derivative · entry 10

O'Brien Michael Graham · CIK 0002034804 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,587

Underlying: Common Stock · 765 shares

Expires not disclosed

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

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

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

F5 · derivative.exercise_date: The Reporting Person received an original grant of restricted stock units on October 25, 2023, which vest in equal quarterly installments during the 36 months following October 1, 2024.

F5 · derivative.expiration_date: The Reporting Person received an original grant of restricted stock units on October 25, 2023, which vest in equal quarterly installments during the 36 months following October 1, 2024.

Read SEC document
April 01, 2026 Filed Apr 3, 2026 20:26 UTC Exercise / conversionRestricted Stock Units · Derivative 224 $0.00 $0.00
Disclosure

SEC source: 0002034804-26-000010 · wk-form4_1775247980.xml · derivative · entry 9

O'Brien Michael Graham · CIK 0002034804 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 893

Underlying: Common Stock · 224 shares

Expires not disclosed

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

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

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

F4 · derivative.exercise_date: The Reporting Person received an original grant of restricted stock units on March 23, 2023, which vest in equal quarterly installments during the 30 months following October 1, 2024.

F4 · derivative.expiration_date: The Reporting Person received an original grant of restricted stock units on March 23, 2023, which vest in equal quarterly installments during the 30 months following October 1, 2024.

Read SEC document
April 01, 2026 Filed Apr 3, 2026 20:26 UTC Exercise / conversionRestricted Stock Units · Derivative 1,554 $0.00 $0.00
Disclosure

SEC source: 0002034804-26-000010 · wk-form4_1775247980.xml · derivative · entry 8

O'Brien Michael Graham · CIK 0002034804 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,665

Underlying: Common Stock · 1,554 shares

Expires not disclosed

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

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

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

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

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

Read SEC document
April 01, 2026 Filed Apr 3, 2026 20:26 UTC Tax withholdingCommon Stock 18,054 $5.98 $107,962.92
Disclosure

SEC source: 0002034804-26-000010 · wk-form4_1775247980.xml · nonDerivative · entry 7

O'Brien Michael Graham · CIK 0002034804 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 204,254

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

Read SEC document
April 01, 2026 Filed Apr 3, 2026 20:26 UTC Exercise / conversionCommon Stock 28,050 Not disclosed Not disclosed
Disclosure

SEC source: 0002034804-26-000010 · wk-form4_1775247980.xml · nonDerivative · entry 6

O'Brien Michael Graham · CIK 0002034804 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 222,308

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

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

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

Read SEC document
April 01, 2026 Filed Apr 3, 2026 20:26 UTC Exercise / conversionCommon Stock 7,813 Not disclosed Not disclosed
Disclosure

SEC source: 0002034804-26-000010 · wk-form4_1775247980.xml · nonDerivative · entry 5

O'Brien Michael Graham · CIK 0002034804 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 194,258

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

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

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

Read SEC document
April 01, 2026 Filed Apr 3, 2026 20:26 UTC Exercise / conversionCommon Stock 29,400 Not disclosed Not disclosed
Disclosure

SEC source: 0002034804-26-000010 · wk-form4_1775247980.xml · nonDerivative · entry 4

O'Brien Michael Graham · CIK 0002034804 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 186,445

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

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

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

Read SEC document
April 01, 2026 Filed Apr 3, 2026 20:26 UTC Exercise / conversionCommon Stock 765 Not disclosed Not disclosed
Disclosure

SEC source: 0002034804-26-000010 · wk-form4_1775247980.xml · nonDerivative · entry 3

O'Brien Michael Graham · CIK 0002034804 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 157,045

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

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

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

Read SEC document
April 01, 2026 Filed Apr 3, 2026 20:26 UTC Exercise / conversionCommon Stock 224 Not disclosed Not disclosed
Disclosure

SEC source: 0002034804-26-000010 · wk-form4_1775247980.xml · nonDerivative · entry 2

O'Brien Michael Graham · CIK 0002034804 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 156,280

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

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

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

Read SEC document
April 01, 2026 Filed Apr 3, 2026 20:26 UTC Exercise / conversionCommon Stock 1,554 Not disclosed Not disclosed
Disclosure

SEC source: 0002034804-26-000010 · wk-form4_1775247980.xml · nonDerivative · entry 1

O'Brien Michael Graham · CIK 0002034804 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 156,056

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

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

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

Read SEC document
April 01, 2026 Filed Apr 3, 2026 20:25 UTC
Schuck HenryDirector · Chief Executive Officer
Exercise / conversionRestricted Stock Units · Derivative 13,787 $0.00 $0.00
Disclosure

SEC source: 0001813217-26-000010 · wk-form4_1775247951.xml · derivative · entry 5

Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 110,295

Underlying: Common Stock · 13,787 shares

Expires not disclosed

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

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

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

F4 · derivative.exercise_date: The Reporting Person received an original grant of restricted stock units on May 29, 2024, which vest as follows: (a) 25% on April 1, 2025; and (b) the remainder of the award in equal quarterly installments during the 36 months following April 1, 2025.

F4 · derivative.expiration_date: The Reporting Person received an original grant of restricted stock units on May 29, 2024, which vest as follows: (a) 25% on April 1, 2025; and (b) the remainder of the award in equal quarterly installments during the 36 months following April 1, 2025.

Read SEC document
April 01, 2026 Filed Apr 3, 2026 20:25 UTC
Schuck HenryDirector · Chief Executive Officer
Tax withholdingCommon Stock 4,598 $5.98 $27,496.04
Disclosure

SEC source: 0001813217-26-000010 · wk-form4_1775247951.xml · nonDerivative · entry 2

Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,380,261

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

Read SEC document
April 01, 2026 Filed Apr 3, 2026 20:25 UTC
Schuck HenryDirector · Chief Executive Officer
Exercise / conversionCommon Stock 13,787 Not disclosed Not disclosed
Disclosure

SEC source: 0001813217-26-000010 · wk-form4_1775247951.xml · nonDerivative · entry 1

Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,384,859

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

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

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

Read SEC document
March 22, 2026 Filed Mar 24, 2026 20:10 UTC
Schuck HenryDirector · Chief Executive Officer
Exercise / conversionPerformance Restricted Stock Units · Derivative 23,824 $0.00 $0.00
Disclosure

SEC source: 0001813217-26-000008 · wk-form4_1774383044.xml · derivative · entry 5

Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 23,824 shares

Expires not disclosed

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

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

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

F4 · derivative.exercise_date: On May 29, 2024, the Reporting Person was awarded a target number of performance-based restricted stock units ("PSUs"), subject to satisfaction of performance conditions as determined by the Compensation Committee of the Board of Directors of ZoomInfo Technologies Inc. The amount shown represents the actual number of units earned by the Reporting Person for the second PSU performance period, commencing January 1, 2025, and continuing through and including December 31, 2025, as determined February 5, 2026. The earned units vested in whole on March 22, 2026, the date that is 45 days after February 5, 2026.

F4 · derivative.expiration_date: On May 29, 2024, the Reporting Person was awarded a target number of performance-based restricted stock units ("PSUs"), subject to satisfaction of performance conditions as determined by the Compensation Committee of the Board of Directors of ZoomInfo Technologies Inc. The amount shown represents the actual number of units earned by the Reporting Person for the second PSU performance period, commencing January 1, 2025, and continuing through and including December 31, 2025, as determined February 5, 2026. The earned units vested in whole on March 22, 2026, the date that is 45 days after February 5, 2026.

Read SEC document
March 22, 2026 Filed Mar 24, 2026 20:10 UTC
Schuck HenryDirector · Chief Executive Officer
Tax withholdingCommon Stock 7,432 $5.91 $43,923.12
Disclosure

SEC source: 0001813217-26-000008 · wk-form4_1774383044.xml · nonDerivative · entry 2

Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,371,072

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

Read SEC document
March 22, 2026 Filed Mar 24, 2026 20:10 UTC
Schuck HenryDirector · Chief Executive Officer
Exercise / conversionCommon Stock 23,824 Not disclosed Not disclosed
Disclosure

SEC source: 0001813217-26-000008 · wk-form4_1774383044.xml · nonDerivative · entry 1

Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,378,504

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

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

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

Read SEC document
March 13, 2026 Filed Mar 17, 2026 20:11 UTC
McGrane AshleyGeneral Counsel and Corp Sec
SaleCommon Stock 2,045 $6.01 $12,290.45
Disclosure

SEC source: 0002057389-26-000010 · wk-form4_1773778296.xml · nonDerivative · entry 1

McGrane Ashley · CIK 0002057389 · General Counsel and Corp Sec

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 55,989

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

Read SEC document
March 03, 2026 Filed Mar 3, 2026 21:10 UTC
Roth James MChief Revenue Officer
SaleCommon Stock 200 $6.10 $1,220.02
Disclosure

SEC source: 0002057761-26-000008 · wk-form4_1772572216.xml · nonDerivative · entry 4

Roth James M · CIK 0002057761 · Chief Revenue Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 104,072

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

Read SEC document
March 01, 2026 Filed Mar 3, 2026 21:09 UTC OtherCommon Stock 6,601 $0.00 $0.00
Disclosure

SEC source: 0001834202-26-000006 · wk-form4_1772572181.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 279,635

F1 · kind: Reflects a distribution of Common Stock of ZoomInfo Technologies Inc. ("ZoomInfo") to one or more employees of ZoomInfo and its subsidiaries, including shares sold to cover such employees' tax liabilities in connection with the distribution of the securities reported herein.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 21:09 UTC
McGrane AshleyGeneral Counsel and Corp Sec
Exercise / conversionRestricted Stock Units · Derivative 207 $0.00 $0.00
Disclosure

SEC source: 0002057389-26-000008 · wk-form4_1772572191.xml · derivative · entry 3

McGrane Ashley · CIK 0002057389 · General Counsel and Corp Sec

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 433

Underlying: Common Stock · 207 shares

Expires not disclosed

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

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

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

F3 · derivative.exercise_date: The Reporting Person received an original grant of restricted stock units on September 1, 2022, which vest in equal quarterly installments during the 21 months following December 1, 2024.

F3 · derivative.expiration_date: The Reporting Person received an original grant of restricted stock units on September 1, 2022, which vest in equal quarterly installments during the 21 months following December 1, 2024.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 21:09 UTC
McGrane AshleyGeneral Counsel and Corp Sec
Tax withholdingCommon Stock 61 $6.21 $378.81
Disclosure

SEC source: 0002057389-26-000008 · wk-form4_1772572191.xml · nonDerivative · entry 2

McGrane Ashley · CIK 0002057389 · General Counsel and Corp Sec

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,034

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

Read SEC document
March 01, 2026 Filed Mar 3, 2026 21:09 UTC
McGrane AshleyGeneral Counsel and Corp Sec
Exercise / conversionCommon Stock 207 Not disclosed Not disclosed
Disclosure

SEC source: 0002057389-26-000008 · wk-form4_1772572191.xml · nonDerivative · entry 1

McGrane Ashley · CIK 0002057389 · General Counsel and Corp Sec

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,095

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

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

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

Read SEC document
March 01, 2026 Filed Mar 3, 2026 21:10 UTC
Roth James MChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 344 $0.00 $0.00
Disclosure

SEC source: 0002057761-26-000008 · wk-form4_1772572216.xml · derivative · entry 6

Roth James M · CIK 0002057761 · Chief Revenue Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 689

Underlying: Common Stock · 344 shares

Expires not disclosed

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

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

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

F5 · derivative.exercise_date: The Reporting Person received an original grant of restricted stock units on September 1, 2022, which vest in equal quarterly installments during the 21 months following December 1, 2024.

F5 · derivative.expiration_date: The Reporting Person received an original grant of restricted stock units on September 1, 2022, which vest in equal quarterly installments during the 21 months following December 1, 2024.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 21:10 UTC
Roth James MChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 387 $0.00 $0.00
Disclosure

SEC source: 0002057761-26-000008 · wk-form4_1772572216.xml · derivative · entry 5

Roth James M · CIK 0002057761 · Chief Revenue Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 387

Underlying: Common Stock · 387 shares

Expires not disclosed

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

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

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

F4 · derivative.exercise_date: The Reporting Person received an original grant of restricted stock units on June 1, 2022, which vest in equal quarterly installments during the 18 months following December 1, 2024.

F4 · derivative.expiration_date: The Reporting Person received an original grant of restricted stock units on June 1, 2022, which vest in equal quarterly installments during the 18 months following December 1, 2024.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 21:10 UTC
Roth James MChief Revenue Officer
Tax withholdingCommon Stock 331 $6.21 $2,055.51
Disclosure

SEC source: 0002057761-26-000008 · wk-form4_1772572216.xml · nonDerivative · entry 3

Roth James M · CIK 0002057761 · Chief Revenue Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 104,272

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

Read SEC document
March 01, 2026 Filed Mar 3, 2026 21:10 UTC
Roth James MChief Revenue Officer
Exercise / conversionCommon Stock 344 Not disclosed Not disclosed
Disclosure

SEC source: 0002057761-26-000008 · wk-form4_1772572216.xml · nonDerivative · entry 2

Roth James M · CIK 0002057761 · Chief Revenue Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 104,603

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

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

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

Read SEC document
March 01, 2026 Filed Mar 3, 2026 21:10 UTC
Roth James MChief Revenue Officer
Exercise / conversionCommon Stock 387 Not disclosed Not disclosed
Disclosure

SEC source: 0002057761-26-000008 · wk-form4_1772572216.xml · nonDerivative · entry 1

Roth James M · CIK 0002057761 · Chief Revenue Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 104,259

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

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

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

Read SEC document
March 01, 2026 Filed Mar 3, 2026 21:10 UTC Exercise / conversionRestricted Stock Units · Derivative 328 $0.00 $0.00
Disclosure

SEC source: 0002034804-26-000008 · wk-form4_1772572201.xml · derivative · entry 5

O'Brien Michael Graham · CIK 0002034804 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 984

Underlying: Common Stock · 328 shares

Expires not disclosed

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

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

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

F4 · derivative.exercise_date: The Reporting Person received an original grant of restricted stock units on December 1, 2022, which vest in equal quarterly installments during the 24 months following December 1, 2024.

F4 · derivative.expiration_date: The Reporting Person received an original grant of restricted stock units on December 1, 2022, which vest in equal quarterly installments during the 24 months following December 1, 2024.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 21:10 UTC Exercise / conversionRestricted Stock Units · Derivative 213 $0.00 $0.00
Disclosure

SEC source: 0002034804-26-000008 · wk-form4_1772572201.xml · derivative · entry 4

O'Brien Michael Graham · CIK 0002034804 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 428

Underlying: Common Stock · 213 shares

Expires not disclosed

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

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

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

F3 · derivative.exercise_date: The Reporting Person received an original grant of restricted stock units on September 1, 2022, which vest in equal quarterly installments during the 21 months following December 1, 2024.

F3 · derivative.expiration_date: The Reporting Person received an original grant of restricted stock units on September 1, 2022, which vest in equal quarterly installments during the 21 months following December 1, 2024.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 21:10 UTC Tax withholdingCommon Stock 186 $6.21 $1,155.06
Disclosure

SEC source: 0002034804-26-000008 · wk-form4_1772572201.xml · nonDerivative · entry 3

O'Brien Michael Graham · CIK 0002034804 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 154,502

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

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March 01, 2026 Filed Mar 3, 2026 21:10 UTC Exercise / conversionCommon Stock 328 Not disclosed Not disclosed
Disclosure

SEC source: 0002034804-26-000008 · wk-form4_1772572201.xml · nonDerivative · entry 2

O'Brien Michael Graham · CIK 0002034804 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 154,688

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

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

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

Read SEC document
March 01, 2026 Filed Mar 3, 2026 21:10 UTC Exercise / conversionCommon Stock 213 Not disclosed Not disclosed
Disclosure

SEC source: 0002034804-26-000008 · wk-form4_1772572201.xml · nonDerivative · entry 1

O'Brien Michael Graham · CIK 0002034804 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 154,360

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

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

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

Read SEC document
February 18, 2026 Filed Feb 20, 2026 21:05 UTC
Roth James MChief Revenue Officer
SaleCommon Stock 45,065 $6.66 $299,952.64
Disclosure

SEC source: 0002057761-26-000006 · wk-form4_1771621556.xml · nonDerivative · entry 1

Roth James M · CIK 0002057761 · Chief Revenue Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 103,872

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

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $6.435 to $6.77, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

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February 05, 2026 Filed Feb 9, 2026 22:34 UTC
McGrane AshleyGeneral Counsel and Corp Sec
Exercise / conversionPerformance Restricted Stock Units · Derivative 31,033 $0.00 $0.00
Disclosure

SEC source: 0002057389-26-000006 · wk-form4_1770676492.xml · derivative · entry 3

McGrane Ashley · CIK 0002057389 · General Counsel and Corp Sec

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 31,033 shares

Expires not disclosed

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

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

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

F3 · derivative.exercise_date: On May 30, 2025, the Reporting Person was awarded a target number of performance-based restricted stock units ("PSUs"), subject to satisfaction of performance conditions as determined by the Compensation Committee of the Board of Directors of ZoomInfo Technologies Inc. The amount shown represents the actual number of units earned by the Reporting Person for the first PSU performance period, commencing January 1, 2025, and continuing through and including December 31, 2025, as determined February 5, 2026.

F3 · derivative.expiration_date: On May 30, 2025, the Reporting Person was awarded a target number of performance-based restricted stock units ("PSUs"), subject to satisfaction of performance conditions as determined by the Compensation Committee of the Board of Directors of ZoomInfo Technologies Inc. The amount shown represents the actual number of units earned by the Reporting Person for the first PSU performance period, commencing January 1, 2025, and continuing through and including December 31, 2025, as determined February 5, 2026.

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February 05, 2026 Filed Feb 9, 2026 22:34 UTC
McGrane AshleyGeneral Counsel and Corp Sec
Tax withholdingCommon Stock 9,324 $6.87 $64,055.88
Disclosure

SEC source: 0002057389-26-000006 · wk-form4_1770676492.xml · nonDerivative · entry 2

McGrane Ashley · CIK 0002057389 · General Counsel and Corp Sec

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,888

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

Read SEC document
February 05, 2026 Filed Feb 9, 2026 22:34 UTC
McGrane AshleyGeneral Counsel and Corp Sec
Exercise / conversionCommon Stock 31,033 Not disclosed Not disclosed
Disclosure

SEC source: 0002057389-26-000006 · wk-form4_1770676492.xml · nonDerivative · entry 1

McGrane Ashley · CIK 0002057389 · General Counsel and Corp Sec

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 67,212

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

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

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

Read SEC document
February 05, 2026 Filed Feb 9, 2026 22:35 UTC
Roth James MChief Revenue Officer
Exercise / conversionPerformance Restricted Stock Units · Derivative 76,475 $0.00 $0.00
Disclosure

SEC source: 0002057761-26-000004 · wk-form4_1770676504.xml · derivative · entry 3

Roth James M · CIK 0002057761 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 76,475 shares

Expires not disclosed

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

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

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

F3 · derivative.exercise_date: On May 30, 2025, the Reporting Person was awarded a target number of performance-based restricted stock units ("PSUs"), subject to satisfaction of performance conditions as determined by the Compensation Committee of the Board of Directors of ZoomInfo Technologies Inc. The amount shown represents the actual number of units earned by the Reporting Person for the first PSU performance period, commencing January 1, 2025, and continuing through and including December 31, 2025, as determined February 5, 2026.

F3 · derivative.expiration_date: On May 30, 2025, the Reporting Person was awarded a target number of performance-based restricted stock units ("PSUs"), subject to satisfaction of performance conditions as determined by the Compensation Committee of the Board of Directors of ZoomInfo Technologies Inc. The amount shown represents the actual number of units earned by the Reporting Person for the first PSU performance period, commencing January 1, 2025, and continuing through and including December 31, 2025, as determined February 5, 2026.

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February 05, 2026 Filed Feb 9, 2026 22:35 UTC
Roth James MChief Revenue Officer
Tax withholdingCommon Stock 25,349 $6.87 $174,147.63
Disclosure

SEC source: 0002057761-26-000004 · wk-form4_1770676504.xml · nonDerivative · entry 2

Roth James M · CIK 0002057761 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 148,937

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

Read SEC document
February 05, 2026 Filed Feb 9, 2026 22:35 UTC
Roth James MChief Revenue Officer
Exercise / conversionCommon Stock 76,475 Not disclosed Not disclosed
Disclosure

SEC source: 0002057761-26-000004 · wk-form4_1770676504.xml · nonDerivative · entry 1

Roth James M · CIK 0002057761 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 174,286

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

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

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

Read SEC document
February 05, 2026 Filed Feb 9, 2026 22:35 UTC Exercise / conversionPerformance Restricted Stock Units · Derivative 71,777 $0.00 $0.00
Disclosure

SEC source: 0002034804-26-000006 · wk-form4_1770676512.xml · derivative · entry 5

O'Brien Michael Graham · CIK 0002034804 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 71,777 shares

Expires not disclosed

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

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

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

F4 · derivative.exercise_date: On July 31, 2025, the Reporting Person was awarded a target number of PSUs, subject to satisfaction of performance conditions as determined by the Compensation Committee of the Board of Directors of ZoomInfo Technologies Inc. The amount shown represents the actual number of units earned by the Reporting Person for the first PSU performance period, commencing January 1, 2025, and continuing through and including December 31, 2025, as determined February 5, 2026.

F4 · derivative.expiration_date: On July 31, 2025, the Reporting Person was awarded a target number of PSUs, subject to satisfaction of performance conditions as determined by the Compensation Committee of the Board of Directors of ZoomInfo Technologies Inc. The amount shown represents the actual number of units earned by the Reporting Person for the first PSU performance period, commencing January 1, 2025, and continuing through and including December 31, 2025, as determined February 5, 2026.

Read SEC document
February 05, 2026 Filed Feb 9, 2026 22:35 UTC Exercise / conversionPerformance Restricted Stock Units · Derivative 26,378 $0.00 $0.00
Disclosure

SEC source: 0002034804-26-000006 · wk-form4_1770676512.xml · derivative · entry 4

O'Brien Michael Graham · CIK 0002034804 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 26,378 shares

Expires not disclosed

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

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

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

F3 · derivative.exercise_date: On May 30, 2025, the Reporting Person was awarded a target number of performance-based restricted stock units ("PSUs"), subject to satisfaction of performance conditions as determined by the Compensation Committee of the Board of Directors of ZoomInfo Technologies Inc. The amount shown represents the actual number of units earned by the Reporting Person for the first PSU performance period, commencing January 1, 2025, and continuing through and including December 31, 2025, as determined February 5, 2026.

F3 · derivative.expiration_date: On May 30, 2025, the Reporting Person was awarded a target number of performance-based restricted stock units ("PSUs"), subject to satisfaction of performance conditions as determined by the Compensation Committee of the Board of Directors of ZoomInfo Technologies Inc. The amount shown represents the actual number of units earned by the Reporting Person for the first PSU performance period, commencing January 1, 2025, and continuing through and including December 31, 2025, as determined February 5, 2026.

Read SEC document
February 05, 2026 Filed Feb 9, 2026 22:35 UTC Tax withholdingCommon Stock 33,512 $6.87 $230,227.44
Disclosure

SEC source: 0002034804-26-000006 · wk-form4_1770676512.xml · nonDerivative · entry 3

O'Brien Michael Graham · CIK 0002034804 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 154,147

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

Read SEC document
February 05, 2026 Filed Feb 9, 2026 22:35 UTC Exercise / conversionCommon Stock 71,777 Not disclosed Not disclosed
Disclosure

SEC source: 0002034804-26-000006 · wk-form4_1770676512.xml · nonDerivative · entry 2

O'Brien Michael Graham · CIK 0002034804 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 187,659

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

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

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

Read SEC document
February 05, 2026 Filed Feb 9, 2026 22:35 UTC Exercise / conversionCommon Stock 26,378 Not disclosed Not disclosed
Disclosure

SEC source: 0002034804-26-000006 · wk-form4_1770676512.xml · nonDerivative · entry 1

O'Brien Michael Graham · CIK 0002034804 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 115,882

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

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

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

Read SEC document
February 05, 2026 Filed Feb 9, 2026 22:35 UTC
Schuck HenryDirector · Chief Executive Officer
GrantPerformance Restricted Stock Units · Derivative 23,824 $0.00 $0.00
Disclosure

SEC source: 0001813217-26-000006 · wk-form4_1770676498.xml · derivative · entry 4

Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,824

Underlying: Common Stock · 23,824 shares

Expires not disclosed

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

F3 · derivative.exercise_date: On May 29, 2024, the Reporting Person was awarded a target number of performance-based restricted stock units ("PSUs"), subject to satisfaction of performance conditions as determined by the Compensation Committee of the Board of Directors of ZoomInfo Technologies Inc. The amount shown represents the actual number of units earned by the Reporting Person for the second PSU performance period, commencing January 1, 2025, and continuing through and including December 31, 2025, as determined February 5, 2026. The earned units will vest in whole on the date that is 45 days after February 5, 2026.

F3 · derivative.expiration_date: On May 29, 2024, the Reporting Person was awarded a target number of performance-based restricted stock units ("PSUs"), subject to satisfaction of performance conditions as determined by the Compensation Committee of the Board of Directors of ZoomInfo Technologies Inc. The amount shown represents the actual number of units earned by the Reporting Person for the second PSU performance period, commencing January 1, 2025, and continuing through and including December 31, 2025, as determined February 5, 2026. The earned units will vest in whole on the date that is 45 days after February 5, 2026.

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February 01, 2026 Filed Feb 3, 2026 21:12 UTC OtherCommon Stock 15,071 $0.00 $0.00
Disclosure

SEC source: 0001834202-26-000004 · wk-form4_1770153143.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 286,236

F1 · kind: Reflects a distribution of Common Stock of ZoomInfo Technologies Inc. ("ZoomInfo") to one or more employees of ZoomInfo and its subsidiaries, including shares sold to cover such employees' tax liabilities in connection with the distribution of the securities reported herein.

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February 01, 2026 Filed Feb 3, 2026 21:12 UTC
McGrane AshleyGeneral Counsel and Corp Sec
Exercise / conversionRestricted Stock Units · Derivative 5,987 $0.00 $0.00
Disclosure

SEC source: 0002057389-26-000004 · wk-form4_1770153127.xml · derivative · entry 3

McGrane Ashley · CIK 0002057389 · General Counsel and Corp Sec

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 65,853

Underlying: Common Stock · 5,987 shares

Expires not disclosed

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

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

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

F3 · derivative.exercise_date: The Reporting Person received an original grant of restricted stock units on October 22, 2024, which vest as follows: (a) 25% on November 1, 2025; and (b) the remainder of the award in equal quarterly installments during the 36 months following November 1, 2025.

F3 · derivative.expiration_date: The Reporting Person received an original grant of restricted stock units on October 22, 2024, which vest as follows: (a) 25% on November 1, 2025; and (b) the remainder of the award in equal quarterly installments during the 36 months following November 1, 2025.

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February 01, 2026 Filed Feb 3, 2026 21:12 UTC
McGrane AshleyGeneral Counsel and Corp Sec
Tax withholdingCommon Stock 2,103 $8.05 $16,929.15
Disclosure

SEC source: 0002057389-26-000004 · wk-form4_1770153127.xml · nonDerivative · entry 2

McGrane Ashley · CIK 0002057389 · General Counsel and Corp Sec

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,179

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

Read SEC document
February 01, 2026 Filed Feb 3, 2026 21:12 UTC
McGrane AshleyGeneral Counsel and Corp Sec
Exercise / conversionCommon Stock 5,987 Not disclosed Not disclosed
Disclosure

SEC source: 0002057389-26-000004 · wk-form4_1770153127.xml · nonDerivative · entry 1

McGrane Ashley · CIK 0002057389 · General Counsel and Corp Sec

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,282

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

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

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

Read SEC document

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