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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
December 01, 2025 Filed Dec 3, 2025 21:11 UTC
Roth James MChief Revenue Officer
Exercise / conversionCommon Stock 344 Not disclosed Not disclosed
Disclosure

SEC source: 0002057761-25-000010 · wk-form4_1764796295.xml · nonDerivative · entry 2

Roth James M · CIK 0002057761 · Chief Revenue Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 59,190

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
December 01, 2025 Filed Dec 3, 2025 21:11 UTC
Roth James MChief Revenue Officer
Exercise / conversionCommon Stock 387 Not disclosed Not disclosed
Disclosure

SEC source: 0002057761-25-000010 · wk-form4_1764796295.xml · nonDerivative · entry 1

Roth James M · CIK 0002057761 · Chief Revenue Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 58,846

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
December 01, 2025 Filed Dec 3, 2025 21:11 UTC Exercise / conversionRestricted Stock Units · Derivative 328 $0.00 $0.00
Disclosure

SEC source: 0002034804-25-000014 · wk-form4_1764796308.xml · derivative · entry 8

O'Brien Michael Graham · CIK 0002034804 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,312

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.

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

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

F7 · 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.

F7 · 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
December 01, 2025 Filed Dec 3, 2025 21:11 UTC Exercise / conversionRestricted Stock Units · Derivative 214 $0.00 $0.00
Disclosure

SEC source: 0002034804-25-000014 · wk-form4_1764796308.xml · derivative · entry 7

O'Brien Michael Graham · CIK 0002034804 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 641

Underlying: Common Stock · 214 shares

Expires not disclosed

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

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

F2 · 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 1, 2022, which vest in equal quarterly installments during the 21 months following December 1, 2024.

F6 · 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
December 01, 2025 Filed Dec 3, 2025 21:11 UTC Exercise / conversionHSKB Phantom Units · Derivative 507 $0.00 $0.00
Disclosure

SEC source: 0002034804-25-000014 · wk-form4_1764796308.xml · derivative · entry 6

O'Brien Michael Graham · CIK 0002034804 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 507 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: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting settled into shares of Common Stock on a one-for-one basis.

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

F5 · derivative.exercise_date: The Reporting Person received an original grant of HSKB Phantom Units on December 1, 2021, which vest in equal quarterly installments during the 12 months following December 1, 2024.

F5 · derivative.expiration_date: The Reporting Person received an original grant of HSKB Phantom Units on December 1, 2021, which vest in equal quarterly installments during the 12 months following December 1, 2024.

Read SEC document
December 01, 2025 Filed Dec 3, 2025 21:11 UTC Tax withholdingCommon Stock 187 $9.92 $1,855.04
Disclosure

SEC source: 0002034804-25-000014 · wk-form4_1764796308.xml · nonDerivative · entry 5

O'Brien Michael Graham · CIK 0002034804 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 80,204

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

Read SEC document
December 01, 2025 Filed Dec 3, 2025 21:11 UTC Tax withholdingCommon Stock 174 $9.92 $1,726.08
Disclosure

SEC source: 0002034804-25-000014 · wk-form4_1764796308.xml · nonDerivative · entry 4

O'Brien Michael Graham · CIK 0002034804 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 80,391

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

Read SEC document
December 01, 2025 Filed Dec 3, 2025 21:11 UTC Exercise / conversionCommon Stock 328 Not disclosed Not disclosed
Disclosure

SEC source: 0002034804-25-000014 · wk-form4_1764796308.xml · nonDerivative · entry 3

O'Brien Michael Graham · CIK 0002034804 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 80,565

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

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

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

Read SEC document
December 01, 2025 Filed Dec 3, 2025 21:11 UTC Exercise / conversionCommon Stock 214 Not disclosed Not disclosed
Disclosure

SEC source: 0002034804-25-000014 · wk-form4_1764796308.xml · nonDerivative · entry 2

O'Brien Michael Graham · CIK 0002034804 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 80,237

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

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

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

Read SEC document
December 01, 2025 Filed Dec 3, 2025 21:11 UTC Exercise / conversionCommon Stock 507 Not disclosed Not disclosed
Disclosure

SEC source: 0002034804-25-000014 · wk-form4_1764796308.xml · nonDerivative · entry 1

O'Brien Michael Graham · CIK 0002034804 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 80,023

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

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

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

Read SEC document
November 04, 2025 Filed Nov 4, 2025 21:48 UTC
McGrane AshleyGeneral Counsel and Corp Sec
SaleCommon Stock 6,600 $11.69 $77,144.76
Disclosure

SEC source: 0002057389-25-000010 · wk-form4_1762292898.xml · nonDerivative · entry 4

McGrane Ashley · CIK 0002057389 · General Counsel and Corp Sec

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 28,399

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

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $11.44 to $11.83, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

Read SEC document
November 03, 2025 Filed Nov 4, 2025 21:48 UTC
McGrane AshleyGeneral Counsel and Corp Sec
SaleCommon Stock 515 $11.19 $5,762.85
Disclosure

SEC source: 0002057389-25-000010 · wk-form4_1762292898.xml · nonDerivative · entry 3

McGrane Ashley · CIK 0002057389 · General Counsel and Corp Sec

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 34,999

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

Read SEC document
November 01, 2025 Filed Nov 4, 2025 21:48 UTC OtherCommon Stock 15,469 $0.00 $0.00
Disclosure

SEC source: 0001834202-25-000011 · wk-form4_1762292892.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 319,530

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
November 01, 2025 Filed Nov 4, 2025 21:48 UTC
McGrane AshleyGeneral Counsel and Corp Sec
Exercise / conversionRestricted Stock Units · Derivative 23,946 $0.00 $0.00
Disclosure

SEC source: 0002057389-25-000010 · wk-form4_1762292898.xml · derivative · entry 5

McGrane Ashley · CIK 0002057389 · General Counsel and Corp Sec

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 71,840

Underlying: Common Stock · 23,946 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 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.

F5 · 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.

Read SEC document
November 01, 2025 Filed Nov 4, 2025 21:48 UTC
McGrane AshleyGeneral Counsel and Corp Sec
Tax withholdingCommon Stock 7,645 $11.22 $85,776.90
Disclosure

SEC source: 0002057389-25-000010 · wk-form4_1762292898.xml · nonDerivative · entry 2

McGrane Ashley · CIK 0002057389 · General Counsel and Corp Sec

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 35,514

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
November 01, 2025 Filed Nov 4, 2025 21:48 UTC
McGrane AshleyGeneral Counsel and Corp Sec
Exercise / conversionCommon Stock 23,946 Not disclosed Not disclosed
Disclosure

SEC source: 0002057389-25-000010 · wk-form4_1762292898.xml · nonDerivative · entry 1

McGrane Ashley · CIK 0002057389 · General Counsel and Corp Sec

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 43,159

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
November 01, 2025 Filed Nov 4, 2025 21:48 UTC Exercise / conversionRestricted Stock Units · Derivative 3,469 $0.00 $0.00
Disclosure

SEC source: 0002034804-25-000012 · wk-form4_1762292902.xml · derivative · entry 6

O'Brien Michael Graham · CIK 0002034804 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,750

Underlying: Common Stock · 3,469 shares

Expires not disclosed

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

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

F2 · 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 December 29, 2023, which vest in equal quarterly installments during the 36 months following November 1, 2024.

F6 · derivative.expiration_date: The Reporting Person received an original grant of restricted stock units on December 29, 2023, which vest in equal quarterly installments during the 36 months following November 1, 2024.

Read SEC document
November 01, 2025 Filed Nov 4, 2025 21:48 UTC Exercise / conversionHSKB Phantom Units · Derivative 1,541 $0.00 $0.00
Disclosure

SEC source: 0002034804-25-000012 · wk-form4_1762292902.xml · derivative · entry 5

O'Brien Michael Graham · CIK 0002034804 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,167

Underlying: Common Stock · 1,541 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: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting settled into shares of Common Stock on a one-for-one basis.

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

F5 · derivative.exercise_date: The Reporting Person received an original grant of HSKB Phantom Units on December 1, 2023, which vest in equal quarterly installments during the 24 months following November 1, 2024.

F5 · derivative.expiration_date: The Reporting Person received an original grant of HSKB Phantom Units on December 1, 2023, which vest in equal quarterly installments during the 24 months following November 1, 2024.

Read SEC document
November 01, 2025 Filed Nov 4, 2025 21:48 UTC Tax withholdingCommon Stock 1,185 $11.22 $13,295.70
Disclosure

SEC source: 0002034804-25-000012 · wk-form4_1762292902.xml · nonDerivative · entry 4

O'Brien Michael Graham · CIK 0002034804 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 79,516

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

Read SEC document
November 01, 2025 Filed Nov 4, 2025 21:48 UTC Tax withholdingCommon Stock 527 $11.22 $5,912.94
Disclosure

SEC source: 0002034804-25-000012 · wk-form4_1762292902.xml · nonDerivative · entry 3

O'Brien Michael Graham · CIK 0002034804 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 80,701

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

Read SEC document
November 01, 2025 Filed Nov 4, 2025 21:48 UTC Exercise / conversionCommon Stock 3,469 Not disclosed Not disclosed
Disclosure

SEC source: 0002034804-25-000012 · wk-form4_1762292902.xml · nonDerivative · entry 2

O'Brien Michael Graham · CIK 0002034804 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 81,228

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

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

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

Read SEC document
November 01, 2025 Filed Nov 4, 2025 21:48 UTC Exercise / conversionCommon Stock 1,541 Not disclosed Not disclosed
Disclosure

SEC source: 0002034804-25-000012 · wk-form4_1762292902.xml · nonDerivative · entry 1

O'Brien Michael Graham · CIK 0002034804 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 77,759

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

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

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

Read SEC document
October 02, 2025 Filed Oct 3, 2025 20:06 UTC
McGrane AshleyGeneral Counsel and Corp Sec
SaleCommon Stock 1,811 $10.39 $18,823.35
Disclosure

SEC source: 0002057389-25-000008 · wk-form4_1759522015.xml · nonDerivative · entry 7

McGrane Ashley · CIK 0002057389 · General Counsel and Corp Sec

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 19,213

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

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $10.36 to $10.46, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

Read SEC document
October 02, 2025 Filed Oct 3, 2025 20:07 UTC
Roth James MChief Revenue Officer
SaleCommon Stock 14,290 $10.39 $148,455.95
Disclosure

SEC source: 0002057761-25-000008 · wk-form4_1759522028.xml · nonDerivative · entry 5

Roth James M · CIK 0002057761 · Chief Revenue Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 58,459

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

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $10.34 to $10.46, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

Read SEC document
October 01, 2025 Filed Oct 3, 2025 20:07 UTC OtherCommon Stock 10,308 $0.00 $0.00
Disclosure

SEC source: 0001834202-25-000009 · wk-form4_1759522022.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 334,999

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
October 01, 2025 Filed Oct 3, 2025 20:06 UTC
McGrane AshleyGeneral Counsel and Corp Sec
Exercise / conversionRestricted Stock Units · Derivative 4,468 $0.00 $0.00
Disclosure

SEC source: 0002057389-25-000008 · wk-form4_1759522015.xml · derivative · entry 11

McGrane Ashley · CIK 0002057389 · General Counsel and Corp Sec

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 44,675

Underlying: Common Stock · 4,468 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.

F8 · derivative.exercise_date: The Reporting Person received an original grant of restricted stock units on July 24, 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.

F8 · derivative.expiration_date: The Reporting Person received an original grant of restricted stock units on July 24, 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
October 01, 2025 Filed Oct 3, 2025 20:06 UTC
McGrane AshleyGeneral Counsel and Corp Sec
Exercise / conversionRestricted Stock Units · Derivative 552 $0.00 $0.00
Disclosure

SEC source: 0002057389-25-000008 · wk-form4_1759522015.xml · derivative · entry 10

McGrane Ashley · CIK 0002057389 · General Counsel and Corp Sec

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 5,515

Underlying: Common Stock · 552 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.

F7 · derivative.exercise_date: The Reporting Person received an original grant of restricted stock units on March 26, 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.

F7 · derivative.expiration_date: The Reporting Person received an original grant of restricted stock units on March 26, 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
October 01, 2025 Filed Oct 3, 2025 20:06 UTC
McGrane AshleyGeneral Counsel and Corp Sec
Exercise / conversionRestricted Stock Units · Derivative 612 $0.00 $0.00
Disclosure

SEC source: 0002057389-25-000008 · wk-form4_1759522015.xml · derivative · entry 9

McGrane Ashley · CIK 0002057389 · General Counsel and Corp Sec

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 4,893

Underlying: Common Stock · 612 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 October 25, 2023, which vest in equal quarterly installments during the 33 months following January 1, 2025.

F6 · 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 33 months following January 1, 2025.

Read SEC document
October 01, 2025 Filed Oct 3, 2025 20:06 UTC
McGrane AshleyGeneral Counsel and Corp Sec
Exercise / conversionRestricted Stock Units · Derivative 781 $0.00 $0.00
Disclosure

SEC source: 0002057389-25-000008 · wk-form4_1759522015.xml · derivative · entry 8

McGrane Ashley · CIK 0002057389 · General Counsel and Corp Sec

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 4,688

Underlying: Common Stock · 781 shares

Expires not disclosed

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

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

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

F5 · derivative.exercise_date: The Reporting Person received an original grant of restricted stock units on March 23, 2023, which vest in equal quarterly installments during the 27 months following January 1, 2025.

F5 · derivative.expiration_date: The Reporting Person received an original grant of restricted stock units on March 23, 2023, which vest in equal quarterly installments during the 27 months following January 1, 2025.

Read SEC document
October 01, 2025 Filed Oct 3, 2025 20:06 UTC
McGrane AshleyGeneral Counsel and Corp Sec
SaleCommon Stock 87 $10.68 $928.73
Disclosure

SEC source: 0002057389-25-000008 · wk-form4_1759522015.xml · nonDerivative · entry 6

McGrane Ashley · CIK 0002057389 · General Counsel and Corp Sec

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 21,024

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

Read SEC document
October 01, 2025 Filed Oct 3, 2025 20:06 UTC
McGrane AshleyGeneral Counsel and Corp Sec
Tax withholdingCommon Stock 1,885 $10.91 $20,565.35
Disclosure

SEC source: 0002057389-25-000008 · wk-form4_1759522015.xml · nonDerivative · entry 5

McGrane Ashley · CIK 0002057389 · General Counsel and Corp Sec

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 21,111

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

Read SEC document
October 01, 2025 Filed Oct 3, 2025 20:06 UTC
McGrane AshleyGeneral Counsel and Corp Sec
Exercise / conversionCommon Stock 4,468 Not disclosed Not disclosed
Disclosure

SEC source: 0002057389-25-000008 · wk-form4_1759522015.xml · nonDerivative · entry 4

McGrane Ashley · CIK 0002057389 · General Counsel and Corp Sec

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 22,996

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

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

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

Read SEC document
October 01, 2025 Filed Oct 3, 2025 20:06 UTC
McGrane AshleyGeneral Counsel and Corp Sec
Exercise / conversionCommon Stock 552 Not disclosed Not disclosed
Disclosure

SEC source: 0002057389-25-000008 · wk-form4_1759522015.xml · nonDerivative · entry 3

McGrane Ashley · CIK 0002057389 · General Counsel and Corp Sec

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 18,528

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

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

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

Read SEC document
October 01, 2025 Filed Oct 3, 2025 20:06 UTC
McGrane AshleyGeneral Counsel and Corp Sec
Exercise / conversionCommon Stock 612 Not disclosed Not disclosed
Disclosure

SEC source: 0002057389-25-000008 · wk-form4_1759522015.xml · nonDerivative · entry 2

McGrane Ashley · CIK 0002057389 · General Counsel and Corp Sec

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 17,976

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

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

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

Read SEC document
October 01, 2025 Filed Oct 3, 2025 20:06 UTC
McGrane AshleyGeneral Counsel and Corp Sec
Exercise / conversionCommon Stock 781 Not disclosed Not disclosed
Disclosure

SEC source: 0002057389-25-000008 · wk-form4_1759522015.xml · nonDerivative · entry 1

McGrane Ashley · CIK 0002057389 · General Counsel and Corp Sec

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 17,364

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

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

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

Read SEC document
October 01, 2025 Filed Oct 3, 2025 20:07 UTC
Roth James MChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 22,059 $0.00 $0.00
Disclosure

SEC source: 0002057761-25-000008 · wk-form4_1759522028.xml · derivative · entry 8

Roth James M · CIK 0002057761 · Chief Revenue Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 132,353

Underlying: Common Stock · 22,059 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.

F7 · derivative.exercise_date: The Reporting Person received an original grant of restricted stock units on March 26, 2024, which vest in equal quarterly installments during the 27 months following January 1, 2025.

F7 · derivative.expiration_date: The Reporting Person received an original grant of restricted stock units on March 26, 2024, which vest in equal quarterly installments during the 27 months following January 1, 2025.

Read SEC document
October 01, 2025 Filed Oct 3, 2025 20:07 UTC
Roth James MChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 30,639 $0.00 $0.00
Disclosure

SEC source: 0002057761-25-000008 · wk-form4_1759522028.xml · derivative · entry 7

Roth James M · CIK 0002057761 · Chief Revenue Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 122,554

Underlying: Common Stock · 30,639 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 October 25, 2023, which vest in equal quarterly installments during the 21 months following January 1, 2025.

F6 · 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 21 months following January 1, 2025.

Read SEC document
October 01, 2025 Filed Oct 3, 2025 20:07 UTC
Roth James MChief Revenue Officer
Exercise / conversionRestricted Stock Units · Derivative 4,465 $0.00 $0.00
Disclosure

SEC source: 0002057761-25-000008 · wk-form4_1759522028.xml · derivative · entry 6

Roth James M · CIK 0002057761 · Chief Revenue Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 26,786

Underlying: Common Stock · 4,465 shares

Expires not disclosed

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

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

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

F5 · derivative.exercise_date: The Reporting Person received an original grant of restricted stock units on March 23, 2023, which vest in equal quarterly installments during the 27 months following January 1, 2025.

F5 · derivative.expiration_date: The Reporting Person received an original grant of restricted stock units on March 23, 2023, which vest in equal quarterly installments during the 27 months following January 1, 2025.

Read SEC document
October 01, 2025 Filed Oct 3, 2025 20:07 UTC
Roth James MChief Revenue Officer
Tax withholdingCommon Stock 28,582 $10.91 $311,829.62
Disclosure

SEC source: 0002057761-25-000008 · wk-form4_1759522028.xml · nonDerivative · entry 4

Roth James M · CIK 0002057761 · Chief Revenue Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 72,749

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

Read SEC document
October 01, 2025 Filed Oct 3, 2025 20:07 UTC
Roth James MChief Revenue Officer
Exercise / conversionCommon Stock 22,059 Not disclosed Not disclosed
Disclosure

SEC source: 0002057761-25-000008 · wk-form4_1759522028.xml · nonDerivative · entry 3

Roth James M · CIK 0002057761 · Chief Revenue Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 101,331

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

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

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

Read SEC document
October 01, 2025 Filed Oct 3, 2025 20:07 UTC
Roth James MChief Revenue Officer
Exercise / conversionCommon Stock 30,639 Not disclosed Not disclosed
Disclosure

SEC source: 0002057761-25-000008 · wk-form4_1759522028.xml · nonDerivative · entry 2

Roth James M · CIK 0002057761 · Chief Revenue Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 79,272

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

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

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

Read SEC document
October 01, 2025 Filed Oct 3, 2025 20:07 UTC
Roth James MChief Revenue Officer
Exercise / conversionCommon Stock 4,465 Not disclosed Not disclosed
Disclosure

SEC source: 0002057761-25-000008 · wk-form4_1759522028.xml · nonDerivative · entry 1

Roth James M · CIK 0002057761 · Chief Revenue Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 48,633

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

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

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

Read SEC document
October 01, 2025 Filed Oct 3, 2025 20:06 UTC Exercise / conversionRestricted Stock Units · Derivative 31,250 $0.00 $0.00
Disclosure

SEC source: 0002034804-25-000010 · wk-form4_1759522009.xml · derivative · entry 9

O'Brien Michael Graham · CIK 0002034804 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 93,750

Underlying: Common Stock · 31,250 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
October 01, 2025 Filed Oct 3, 2025 20:06 UTC Exercise / conversionRestricted Stock Units · Derivative 764 $0.00 $0.00
Disclosure

SEC source: 0002034804-25-000010 · wk-form4_1759522009.xml · derivative · entry 8

O'Brien Michael Graham · CIK 0002034804 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,116

Underlying: Common Stock · 764 shares

Expires not disclosed

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

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

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

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
October 01, 2025 Filed Oct 3, 2025 20:06 UTC Exercise / conversionRestricted Stock Units · Derivative 223 $0.00 $0.00
Disclosure

SEC source: 0002034804-25-000010 · wk-form4_1759522009.xml · derivative · entry 7

O'Brien Michael Graham · CIK 0002034804 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,340

Underlying: Common Stock · 223 shares

Expires not disclosed

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

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

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

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
October 01, 2025 Filed Oct 3, 2025 20:06 UTC Exercise / conversionRestricted Stock Units · Derivative 1,555 $0.00 $0.00
Disclosure

SEC source: 0002034804-25-000010 · wk-form4_1759522009.xml · derivative · entry 6

O'Brien Michael Graham · CIK 0002034804 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,774

Underlying: Common Stock · 1,555 shares

Expires not disclosed

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

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

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

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

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

Read SEC document
October 01, 2025 Filed Oct 3, 2025 20:06 UTC Tax withholdingCommon Stock 11,542 $10.91 $125,923.22
Disclosure

SEC source: 0002034804-25-000010 · wk-form4_1759522009.xml · nonDerivative · entry 5

O'Brien Michael Graham · CIK 0002034804 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,218

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

Read SEC document
October 01, 2025 Filed Oct 3, 2025 20:06 UTC Exercise / conversionCommon Stock 31,250 Not disclosed Not disclosed
Disclosure

SEC source: 0002034804-25-000010 · wk-form4_1759522009.xml · nonDerivative · entry 4

O'Brien Michael Graham · CIK 0002034804 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 87,760

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

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

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

Read SEC document
October 01, 2025 Filed Oct 3, 2025 20:06 UTC Exercise / conversionCommon Stock 764 Not disclosed Not disclosed
Disclosure

SEC source: 0002034804-25-000010 · wk-form4_1759522009.xml · nonDerivative · entry 3

O'Brien Michael Graham · CIK 0002034804 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,510

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

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

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

Read SEC document
October 01, 2025 Filed Oct 3, 2025 20:06 UTC Exercise / conversionCommon Stock 223 Not disclosed Not disclosed
Disclosure

SEC source: 0002034804-25-000010 · wk-form4_1759522009.xml · nonDerivative · entry 2

O'Brien Michael Graham · CIK 0002034804 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,746

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.