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organization · Reporting owner

TA Associates, L.P.

Disclosed activity across 4 companies

Tapewire entity
104461
SEC CIK
0001034569

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Amplify Snack Brands, INCBETR · Entity 169877Director · 10% ownerJanuary 31, 2018February 01, 2018
ZoomInfo Technologies Inc.ZI · Entity 1794DirectorJune 15, 2023June 20, 2023

Disclosed balances

About these balances

Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.

Amplify Snack Brands, INC

Report date January 31, 2018 · Filed February 01, 2018

Jointly reported with TA XI, L.P., TA Atlantic & Pacific VII-A L.P., TA Atlantic & Pacific VII-B L.P., TA INVESTORS IV, L.P.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeIndirectBy TA XI L.P.0 Reported balance After 2018-01-31 transaction · row 1 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source row

Row 1 · 2018-01-31 · Disposition to issuer · Disposed 24,053,120 · Balance 0

F1: Disposed of pursuant to the Agreement and Plan of Merger by and among The Hershey Company, Alphabet Merger Sub Inc. and Amplify Snack Brands, Inc. (the "Issuer") dated as of December 17, 2017, whereby, at the effective time of the merger contemplated therein, all issued and outstanding shares of the Issuer's common stock, par value $0.0001 per share, were automatically cancelled and converted into the right to receive $12.00 per share in cash without interest.

F2: The shares are held directly by TA XI L.P., TA Atlantic and Pacific VII-A L.P., TA Atlantic and Pacific VII-B L.P. and TA Investors IV L.P. (the "TA Associates Funds"). TA Associates, L.P. is either the direct or indirect general partner of the TA Associates Funds and has investment and voting control over the shares held by the TA Associates Funds. Voting and investment decisions on behalf of TA Associates, L.P. with respect to such shares are made by a four-person investment committee at TA Associates, L.P. consisting of the following partners or employees of TA Associates, L.P. or its affiliates: Jeffrey S. Barber, William D. Christ II, Roger B. Kafker and Richard D. Tadler. Messrs. Barber and Christ are Directors of the Issuer and serve as representatives of TA Associates, L.P. and the TA Associates Funds on the Issuer's board of directors. TA Associates, L.P. disclaims beneficial ownership of such securities, except to the extent of its pecuniary interest in such shares, if any.

Common StockSEC Table I · non-derivativeIndirectBy TA Atlantic and Pacific VII-A L.P.0 Reported balance After 2018-01-31 transaction · row 2 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source row

Row 2 · 2018-01-31 · Disposition to issuer · Disposed 3,130,392 · Balance 0

F1: Disposed of pursuant to the Agreement and Plan of Merger by and among The Hershey Company, Alphabet Merger Sub Inc. and Amplify Snack Brands, Inc. (the "Issuer") dated as of December 17, 2017, whereby, at the effective time of the merger contemplated therein, all issued and outstanding shares of the Issuer's common stock, par value $0.0001 per share, were automatically cancelled and converted into the right to receive $12.00 per share in cash without interest.

F2: The shares are held directly by TA XI L.P., TA Atlantic and Pacific VII-A L.P., TA Atlantic and Pacific VII-B L.P. and TA Investors IV L.P. (the "TA Associates Funds"). TA Associates, L.P. is either the direct or indirect general partner of the TA Associates Funds and has investment and voting control over the shares held by the TA Associates Funds. Voting and investment decisions on behalf of TA Associates, L.P. with respect to such shares are made by a four-person investment committee at TA Associates, L.P. consisting of the following partners or employees of TA Associates, L.P. or its affiliates: Jeffrey S. Barber, William D. Christ II, Roger B. Kafker and Richard D. Tadler. Messrs. Barber and Christ are Directors of the Issuer and serve as representatives of TA Associates, L.P. and the TA Associates Funds on the Issuer's board of directors. TA Associates, L.P. disclaims beneficial ownership of such securities, except to the extent of its pecuniary interest in such shares, if any.

Common StockSEC Table I · non-derivativeIndirectBy TA Atlantic and Pacific VII-B L.P.0 Reported balance After 2018-01-31 transaction · row 3 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source row

Row 3 · 2018-01-31 · Disposition to issuer · Disposed 5,317,363 · Balance 0

F1: Disposed of pursuant to the Agreement and Plan of Merger by and among The Hershey Company, Alphabet Merger Sub Inc. and Amplify Snack Brands, Inc. (the "Issuer") dated as of December 17, 2017, whereby, at the effective time of the merger contemplated therein, all issued and outstanding shares of the Issuer's common stock, par value $0.0001 per share, were automatically cancelled and converted into the right to receive $12.00 per share in cash without interest.

F2: The shares are held directly by TA XI L.P., TA Atlantic and Pacific VII-A L.P., TA Atlantic and Pacific VII-B L.P. and TA Investors IV L.P. (the "TA Associates Funds"). TA Associates, L.P. is either the direct or indirect general partner of the TA Associates Funds and has investment and voting control over the shares held by the TA Associates Funds. Voting and investment decisions on behalf of TA Associates, L.P. with respect to such shares are made by a four-person investment committee at TA Associates, L.P. consisting of the following partners or employees of TA Associates, L.P. or its affiliates: Jeffrey S. Barber, William D. Christ II, Roger B. Kafker and Richard D. Tadler. Messrs. Barber and Christ are Directors of the Issuer and serve as representatives of TA Associates, L.P. and the TA Associates Funds on the Issuer's board of directors. TA Associates, L.P. disclaims beneficial ownership of such securities, except to the extent of its pecuniary interest in such shares, if any.

Common StockSEC Table I · non-derivativeIndirectBy TA Investors IV L.P0 Reported balance After 2018-01-31 transaction · row 4 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source row

Row 4 · 2018-01-31 · Disposition to issuer · Disposed 650,017 · Balance 0

F1: Disposed of pursuant to the Agreement and Plan of Merger by and among The Hershey Company, Alphabet Merger Sub Inc. and Amplify Snack Brands, Inc. (the "Issuer") dated as of December 17, 2017, whereby, at the effective time of the merger contemplated therein, all issued and outstanding shares of the Issuer's common stock, par value $0.0001 per share, were automatically cancelled and converted into the right to receive $12.00 per share in cash without interest.

F2: The shares are held directly by TA XI L.P., TA Atlantic and Pacific VII-A L.P., TA Atlantic and Pacific VII-B L.P. and TA Investors IV L.P. (the "TA Associates Funds"). TA Associates, L.P. is either the direct or indirect general partner of the TA Associates Funds and has investment and voting control over the shares held by the TA Associates Funds. Voting and investment decisions on behalf of TA Associates, L.P. with respect to such shares are made by a four-person investment committee at TA Associates, L.P. consisting of the following partners or employees of TA Associates, L.P. or its affiliates: Jeffrey S. Barber, William D. Christ II, Roger B. Kafker and Richard D. Tadler. Messrs. Barber and Christ are Directors of the Issuer and serve as representatives of TA Associates, L.P. and the TA Associates Funds on the Issuer's board of directors. TA Associates, L.P. disclaims beneficial ownership of such securities, except to the extent of its pecuniary interest in such shares, if any.

Filing footnotes · ownership attribution and instrument terms

F1: Disposed of pursuant to the Agreement and Plan of Merger by and among The Hershey Company, Alphabet Merger Sub Inc. and Amplify Snack Brands, Inc. (the "Issuer") dated as of December 17, 2017, whereby, at the effective time of the merger contemplated therein, all issued and outstanding shares of the Issuer's common stock, par value $0.0001 per share, were automatically cancelled and converted into the right to receive $12.00 per share in cash without interest.

F2: The shares are held directly by TA XI L.P., TA Atlantic and Pacific VII-A L.P., TA Atlantic and Pacific VII-B L.P. and TA Investors IV L.P. (the "TA Associates Funds"). TA Associates, L.P. is either the direct or indirect general partner of the TA Associates Funds and has investment and voting control over the shares held by the TA Associates Funds. Voting and investment decisions on behalf of TA Associates, L.P. with respect to such shares are made by a four-person investment committee at TA Associates, L.P. consisting of the following partners or employees of TA Associates, L.P. or its affiliates: Jeffrey S. Barber, William D. Christ II, Roger B. Kafker and Richard D. Tadler. Messrs. Barber and Christ are Directors of the Issuer and serve as representatives of TA Associates, L.P. and the TA Associates Funds on the Issuer's board of directors. TA Associates, L.P. disclaims beneficial ownership of such securities, except to the extent of its pecuniary interest in such shares, if any.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeIndirectSee Footnotes0 Reported balance After 2023-06-15 transaction · row 1 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source row

Row 1 · 2023-06-15 · Other · Disposed 12,512,510 · Balance 0

F1: TA XI DO AIV, L.P. ("XI DO AIV") distributed these shares to one or more of its limited partners and to TA Associates XI GP, L.P. ("XI GP") on a pro rata basis, for no consideration. On the same date, XI GP distributed, for no consideration, the shares received in the distribution to one or more of its partners, representing each such partners' pro rata interest in such shares. All aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-9 and 16a-13 of the Securities and Exchange Act of 1934, as amended (the "Act").

F2: TA Associates, L.P. is the ultimate general partner of each of XI DO AIV, XI DO AIV II, XI DO, Atlantic & Pacific VII-A, AP VII-B, Atlantic & Pacific VII-B, SDF III DO, SDF III DO AIV II, SDF III Feeder and Investors IV (each as defined below and collectively, the "TA Associates Funds"). Investment and voting control of the TA Associates Funds is held by TA Associates, L.P. Todd R. Crockett is a director of the Issuer and serves as a representative of TA Associates, L.P. and the TA Associates Funds on the Issuer's board of directors. TA Associates, L.P. disclaims beneficial ownership of such securities, except to the extent of its pecuniary interest in such securities, if any.

F3: Securities are held by XI DO AIV.

Class A Common StockSEC Table I · non-derivativeIndirectSee Footnotes0 Reported balance After 2023-06-15 transaction · row 2 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source row

Row 2 · 2023-06-15 · Other · Disposed 818,250 · Balance 0

F4: TA XI DO AIV II, L.P. ("XI DO AIV II") distributed these shares to XI GP, for no consideration. On the same date, XI GP distributed, for no consideration, the shares received in the distribution to one or more of its partners, representing each such partners' pro rata interest in such shares. All aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-9 and 16a-13 of the Act.

F2: TA Associates, L.P. is the ultimate general partner of each of XI DO AIV, XI DO AIV II, XI DO, Atlantic & Pacific VII-A, AP VII-B, Atlantic & Pacific VII-B, SDF III DO, SDF III DO AIV II, SDF III Feeder and Investors IV (each as defined below and collectively, the "TA Associates Funds"). Investment and voting control of the TA Associates Funds is held by TA Associates, L.P. Todd R. Crockett is a director of the Issuer and serves as a representative of TA Associates, L.P. and the TA Associates Funds on the Issuer's board of directors. TA Associates, L.P. disclaims beneficial ownership of such securities, except to the extent of its pecuniary interest in such securities, if any.

F5: Securities are held by XI DO AIV II.

Class A Common StockSEC Table I · non-derivativeIndirectSee Footnotes0 Reported balance After 2023-06-15 transaction · row 3 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source row

Row 3 · 2023-06-15 · Other · Disposed 3,273,006 · Balance 0

F6: TA XI DO Feeder, L.P. ("XI DO") distributed these shares to one or more of its limited partners on a pro rata basis, for no consideration. The distribution was made in accordance with the exemptions afforded by Rules 16a-9 and 16a-13 of the Act.

F2: TA Associates, L.P. is the ultimate general partner of each of XI DO AIV, XI DO AIV II, XI DO, Atlantic & Pacific VII-A, AP VII-B, Atlantic & Pacific VII-B, SDF III DO, SDF III DO AIV II, SDF III Feeder and Investors IV (each as defined below and collectively, the "TA Associates Funds"). Investment and voting control of the TA Associates Funds is held by TA Associates, L.P. Todd R. Crockett is a director of the Issuer and serves as a representative of TA Associates, L.P. and the TA Associates Funds on the Issuer's board of directors. TA Associates, L.P. disclaims beneficial ownership of such securities, except to the extent of its pecuniary interest in such securities, if any.

F7: Securities are held by XI DO.

Class A Common StockSEC Table I · non-derivativeIndirectSee Footnotes0 Reported balance After 2023-06-15 transaction · row 4 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source row

Row 4 · 2023-06-15 · Other · Disposed 2,160,897 · Balance 0

F8: TA Atlantic and Pacific VII-A L.P. ("Atlantic & Pacific VII-A") distributed these shares to one or more of its limited partners and to TA Associates AP VII GP L.P. ("AP VII GP") on a pro rata basis, for no consideration. On the same date, AP VII GP distributed, for no consideration, the shares received in the distribution to one or more of its partners, representing each such partners' pro rata interest in such shares. All aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-9 and 16a-13 of the Act.

F2: TA Associates, L.P. is the ultimate general partner of each of XI DO AIV, XI DO AIV II, XI DO, Atlantic & Pacific VII-A, AP VII-B, Atlantic & Pacific VII-B, SDF III DO, SDF III DO AIV II, SDF III Feeder and Investors IV (each as defined below and collectively, the "TA Associates Funds"). Investment and voting control of the TA Associates Funds is held by TA Associates, L.P. Todd R. Crockett is a director of the Issuer and serves as a representative of TA Associates, L.P. and the TA Associates Funds on the Issuer's board of directors. TA Associates, L.P. disclaims beneficial ownership of such securities, except to the extent of its pecuniary interest in such securities, if any.

F9: Securities are held by Atlantic & Pacific VII-A.

Class A Common StockSEC Table I · non-derivativeIndirectSee Footnotes0 Reported balance After 2023-06-15 transaction · row 5 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source row

Row 5 · 2023-06-15 · Other · Disposed 734,109 · Balance 0

F10: TA AP VII-B DO Subsidiary Partnership, L.P. ("AP VII-B") distributed these shares to AP VII GP, for no consideration. On the same date, AP VII GP distributed, for no consideration, the shares received in the distribution to one or more of its partners, representing each such partners' pro rata interest in such shares. All aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-9 and 16a-13 of the Act.

F2: TA Associates, L.P. is the ultimate general partner of each of XI DO AIV, XI DO AIV II, XI DO, Atlantic & Pacific VII-A, AP VII-B, Atlantic & Pacific VII-B, SDF III DO, SDF III DO AIV II, SDF III Feeder and Investors IV (each as defined below and collectively, the "TA Associates Funds"). Investment and voting control of the TA Associates Funds is held by TA Associates, L.P. Todd R. Crockett is a director of the Issuer and serves as a representative of TA Associates, L.P. and the TA Associates Funds on the Issuer's board of directors. TA Associates, L.P. disclaims beneficial ownership of such securities, except to the extent of its pecuniary interest in such securities, if any.

F11: Securities are held by AP VII-B.

Class A Common StockSEC Table I · non-derivativeIndirectSee Footnotes0 Reported balance After 2023-06-15 transaction · row 6 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source row

Row 6 · 2023-06-15 · Other · Disposed 2,936,449 · Balance 0

F12: TA Atlantic and Pacific VII-B L.P. ("Atlantic & Pacific VII-B") distributed these shares to one or more of its limited partners on a pro rata basis, for no consideration. The distribution was made in accordance with the exemptions afforded by Rules 16a-9 and 16a-13 of the Act.

F2: TA Associates, L.P. is the ultimate general partner of each of XI DO AIV, XI DO AIV II, XI DO, Atlantic & Pacific VII-A, AP VII-B, Atlantic & Pacific VII-B, SDF III DO, SDF III DO AIV II, SDF III Feeder and Investors IV (each as defined below and collectively, the "TA Associates Funds"). Investment and voting control of the TA Associates Funds is held by TA Associates, L.P. Todd R. Crockett is a director of the Issuer and serves as a representative of TA Associates, L.P. and the TA Associates Funds on the Issuer's board of directors. TA Associates, L.P. disclaims beneficial ownership of such securities, except to the extent of its pecuniary interest in such securities, if any.

F13: Securities are held by Atlantic & Pacific VII-B.

Class A Common StockSEC Table I · non-derivativeIndirectSee Footnotes0 Reported balance After 2023-06-15 transaction · row 7 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source row

Row 7 · 2023-06-15 · Other · Disposed 323,014 · Balance 0

F14: TA SDF III DO AIV, L.P. ("SDF III DO") distributed these shares to one or more of its limited partners and to TA Associates SDF III GP, L.P. ("SDF III GP") on a pro rata basis, for no consideration. On the same date, SDF III GP distributed, for no consideration, the shares received in the distribution to one or more of its partners, representing each such partners' pro rata interest in such shares. All aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-9 and 16a-13 of the Act.

F2: TA Associates, L.P. is the ultimate general partner of each of XI DO AIV, XI DO AIV II, XI DO, Atlantic & Pacific VII-A, AP VII-B, Atlantic & Pacific VII-B, SDF III DO, SDF III DO AIV II, SDF III Feeder and Investors IV (each as defined below and collectively, the "TA Associates Funds"). Investment and voting control of the TA Associates Funds is held by TA Associates, L.P. Todd R. Crockett is a director of the Issuer and serves as a representative of TA Associates, L.P. and the TA Associates Funds on the Issuer's board of directors. TA Associates, L.P. disclaims beneficial ownership of such securities, except to the extent of its pecuniary interest in such securities, if any.

F15: Securities are held by SDF III DO.

Class A Common StockSEC Table I · non-derivativeIndirectSee Footnotes0 Reported balance After 2023-06-15 transaction · row 8 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source row

Row 8 · 2023-06-15 · Other · Disposed 15,427 · Balance 0

F16: TA SDF III DO AIV II, L.P. ("SDF III DO AIV II") distributed these shares to SDF III GP, for no consideration. On the same date, SDF III GP distributed, for no consideration, the shares received in the distribution to one or more of its partners, representing each such partners' pro rata interest in such shares. All aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-9 and 16a-13 of the Act.

F2: TA Associates, L.P. is the ultimate general partner of each of XI DO AIV, XI DO AIV II, XI DO, Atlantic & Pacific VII-A, AP VII-B, Atlantic & Pacific VII-B, SDF III DO, SDF III DO AIV II, SDF III Feeder and Investors IV (each as defined below and collectively, the "TA Associates Funds"). Investment and voting control of the TA Associates Funds is held by TA Associates, L.P. Todd R. Crockett is a director of the Issuer and serves as a representative of TA Associates, L.P. and the TA Associates Funds on the Issuer's board of directors. TA Associates, L.P. disclaims beneficial ownership of such securities, except to the extent of its pecuniary interest in such securities, if any.

F17: Securities are held by SDF III DO AIV II.

Class A Common StockSEC Table I · non-derivativeIndirectSee Footnotes0 Reported balance After 2023-06-15 transaction · row 9 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source row

Row 9 · 2023-06-15 · Other · Disposed 61,716 · Balance 0

F18: TA SDF III DO Feeder, L.P. ("SDF III Feeder") distributed these shares to one or more of its limited partners on a pro rata basis, for no consideration. The distribution was made in accordance with the exemptions afforded by Rules 16a-9 and 16a-13 of the Act.

F2: TA Associates, L.P. is the ultimate general partner of each of XI DO AIV, XI DO AIV II, XI DO, Atlantic & Pacific VII-A, AP VII-B, Atlantic & Pacific VII-B, SDF III DO, SDF III DO AIV II, SDF III Feeder and Investors IV (each as defined below and collectively, the "TA Associates Funds"). Investment and voting control of the TA Associates Funds is held by TA Associates, L.P. Todd R. Crockett is a director of the Issuer and serves as a representative of TA Associates, L.P. and the TA Associates Funds on the Issuer's board of directors. TA Associates, L.P. disclaims beneficial ownership of such securities, except to the extent of its pecuniary interest in such securities, if any.

F19: Securities are held by SDF III Feeder.

Class A Common StockSEC Table I · non-derivativeIndirectSee Footnotes0 Reported balance After 2023-06-15 transaction · row 10 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source row

Row 10 · 2023-06-15 · Other · Disposed 464,708 · Balance 0

F20: TA Investors IV, L.P. ("Investors IV") distributed these shares to one or more of its limited partners on a pro rata basis, for no consideration. The distribution was made in accordance with the exemptions afforded by Rules 16a-9 and 16a-13 of the Act.

F2: TA Associates, L.P. is the ultimate general partner of each of XI DO AIV, XI DO AIV II, XI DO, Atlantic & Pacific VII-A, AP VII-B, Atlantic & Pacific VII-B, SDF III DO, SDF III DO AIV II, SDF III Feeder and Investors IV (each as defined below and collectively, the "TA Associates Funds"). Investment and voting control of the TA Associates Funds is held by TA Associates, L.P. Todd R. Crockett is a director of the Issuer and serves as a representative of TA Associates, L.P. and the TA Associates Funds on the Issuer's board of directors. TA Associates, L.P. disclaims beneficial ownership of such securities, except to the extent of its pecuniary interest in such securities, if any.

F21: Securities are held by Investors IV.

Filing footnotes · ownership attribution and instrument terms

F1: TA XI DO AIV, L.P. ("XI DO AIV") distributed these shares to one or more of its limited partners and to TA Associates XI GP, L.P. ("XI GP") on a pro rata basis, for no consideration. On the same date, XI GP distributed, for no consideration, the shares received in the distribution to one or more of its partners, representing each such partners' pro rata interest in such shares. All aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-9 and 16a-13 of the Securities and Exchange Act of 1934, as amended (the "Act").

F2: TA Associates, L.P. is the ultimate general partner of each of XI DO AIV, XI DO AIV II, XI DO, Atlantic & Pacific VII-A, AP VII-B, Atlantic & Pacific VII-B, SDF III DO, SDF III DO AIV II, SDF III Feeder and Investors IV (each as defined below and collectively, the "TA Associates Funds"). Investment and voting control of the TA Associates Funds is held by TA Associates, L.P. Todd R. Crockett is a director of the Issuer and serves as a representative of TA Associates, L.P. and the TA Associates Funds on the Issuer's board of directors. TA Associates, L.P. disclaims beneficial ownership of such securities, except to the extent of its pecuniary interest in such securities, if any.

F3: Securities are held by XI DO AIV.

F4: TA XI DO AIV II, L.P. ("XI DO AIV II") distributed these shares to XI GP, for no consideration. On the same date, XI GP distributed, for no consideration, the shares received in the distribution to one or more of its partners, representing each such partners' pro rata interest in such shares. All aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-9 and 16a-13 of the Act.

F5: Securities are held by XI DO AIV II.

F6: TA XI DO Feeder, L.P. ("XI DO") distributed these shares to one or more of its limited partners on a pro rata basis, for no consideration. The distribution was made in accordance with the exemptions afforded by Rules 16a-9 and 16a-13 of the Act.

F7: Securities are held by XI DO.

F8: TA Atlantic and Pacific VII-A L.P. ("Atlantic & Pacific VII-A") distributed these shares to one or more of its limited partners and to TA Associates AP VII GP L.P. ("AP VII GP") on a pro rata basis, for no consideration. On the same date, AP VII GP distributed, for no consideration, the shares received in the distribution to one or more of its partners, representing each such partners' pro rata interest in such shares. All aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-9 and 16a-13 of the Act.

F9: Securities are held by Atlantic & Pacific VII-A.

F10: TA AP VII-B DO Subsidiary Partnership, L.P. ("AP VII-B") distributed these shares to AP VII GP, for no consideration. On the same date, AP VII GP distributed, for no consideration, the shares received in the distribution to one or more of its partners, representing each such partners' pro rata interest in such shares. All aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-9 and 16a-13 of the Act.

F11: Securities are held by AP VII-B.

F12: TA Atlantic and Pacific VII-B L.P. ("Atlantic & Pacific VII-B") distributed these shares to one or more of its limited partners on a pro rata basis, for no consideration. The distribution was made in accordance with the exemptions afforded by Rules 16a-9 and 16a-13 of the Act.

F13: Securities are held by Atlantic & Pacific VII-B.

F14: TA SDF III DO AIV, L.P. ("SDF III DO") distributed these shares to one or more of its limited partners and to TA Associates SDF III GP, L.P. ("SDF III GP") on a pro rata basis, for no consideration. On the same date, SDF III GP distributed, for no consideration, the shares received in the distribution to one or more of its partners, representing each such partners' pro rata interest in such shares. All aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-9 and 16a-13 of the Act.

F15: Securities are held by SDF III DO.

F16: TA SDF III DO AIV II, L.P. ("SDF III DO AIV II") distributed these shares to SDF III GP, for no consideration. On the same date, SDF III GP distributed, for no consideration, the shares received in the distribution to one or more of its partners, representing each such partners' pro rata interest in such shares. All aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-9 and 16a-13 of the Act.

F17: Securities are held by SDF III DO AIV II.

F18: TA SDF III DO Feeder, L.P. ("SDF III Feeder") distributed these shares to one or more of its limited partners on a pro rata basis, for no consideration. The distribution was made in accordance with the exemptions afforded by Rules 16a-9 and 16a-13 of the Act.

F19: Securities are held by SDF III Feeder.

F20: TA Investors IV, L.P. ("Investors IV") distributed these shares to one or more of its limited partners on a pro rata basis, for no consideration. The distribution was made in accordance with the exemptions afforded by Rules 16a-9 and 16a-13 of the Act.

F21: Securities are held by Investors IV.

Past disclosures · reporting ended (2)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

Bats Global Markets, Inc.

Report date November 17, 2016 · Filed November 21, 2016

Jointly reported with TA XI, L.P., TA ATLANTIC & PACIFIC VI LP, TA INVESTORS IV, L.P.

Section 16 reporting ended · disclosed 2016-11-21. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Voting Common StockSEC Table I · non-derivativeIndirectBy TA XI L.P.4,116,201 Reported balance After 2016-11-17 transaction · row 1 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source row

Row 1 · 2016-11-17 · Other · Disposed 2,058,100 · Balance 4,116,201

F1: On November 17, TA XI L.P. ("TA XI"), TA Atlantic and Pacific VI L.P. ("TA AP VI") and TA Investors IV L.P. ("TA Investors IV" and collectively with TA XI and TA AP VI, the "TA Associates Funds") distributed, for no consideration, 2,058,100 shares, 1,418,413 shares and 69,516 shares, respectively, of Voting Common Stock of the Issuer (collectively, the "Shares") to its limited partners and to TA Associates, L.P. ("TA Associates"), the direct or indirect general partner of each of the TA Associates Funds, representing each such partner's pro rata interest in such Shares. On the same date, TA Associates distributed, for no consideration, the Shares it received in the distribution by the TA Associates Funds to its partners, representing each such partner's pro rata interest in such Shares. All of the aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-13 and 16a-9 of the Securities Exchange Act of 1934, as amended.

F2: Includes 3,401,366 shares received by TA XI in a distribution-in-kind by BGM Holdings, L.P. on August 31, 2016, which distribution was made in accordance with the exemptions afforded by Rule 16a-13 of the Securities Exchange Act of 1934, as amended (the "BGM Distribution").

F3: TA Associates is either the direct or indirect general partner of each of the TA Associates Funds and has investment and voting control over the shares held by the TA Associates Funds. TA Associates disclaims beneficial ownership of the shares held by the TA Associates Funds except to the extent of its pecuniary interest, if any, therein.

Voting Common StockSEC Table I · non-derivativeIndirectBy TA Atlantic and Pacific VI L.P.2,836,826 Reported balance After 2016-11-17 transaction · row 2 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source row

Row 2 · 2016-11-17 · Other · Disposed 1,418,413 · Balance 2,836,826

F1: On November 17, TA XI L.P. ("TA XI"), TA Atlantic and Pacific VI L.P. ("TA AP VI") and TA Investors IV L.P. ("TA Investors IV" and collectively with TA XI and TA AP VI, the "TA Associates Funds") distributed, for no consideration, 2,058,100 shares, 1,418,413 shares and 69,516 shares, respectively, of Voting Common Stock of the Issuer (collectively, the "Shares") to its limited partners and to TA Associates, L.P. ("TA Associates"), the direct or indirect general partner of each of the TA Associates Funds, representing each such partner's pro rata interest in such Shares. On the same date, TA Associates distributed, for no consideration, the Shares it received in the distribution by the TA Associates Funds to its partners, representing each such partner's pro rata interest in such Shares. All of the aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-13 and 16a-9 of the Securities Exchange Act of 1934, as amended.

F4: Includes 2,344,184 shares received by TA AP VI in the BGM Distribution.

F3: TA Associates is either the direct or indirect general partner of each of the TA Associates Funds and has investment and voting control over the shares held by the TA Associates Funds. TA Associates disclaims beneficial ownership of the shares held by the TA Associates Funds except to the extent of its pecuniary interest, if any, therein.

Voting Common StockSEC Table I · non-derivativeIndirectBy TA Investors IV L.P.139,034 Reported balance After 2016-11-17 transaction · row 3 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source row

Row 3 · 2016-11-17 · Other · Disposed 69,516 · Balance 139,034

F1: On November 17, TA XI L.P. ("TA XI"), TA Atlantic and Pacific VI L.P. ("TA AP VI") and TA Investors IV L.P. ("TA Investors IV" and collectively with TA XI and TA AP VI, the "TA Associates Funds") distributed, for no consideration, 2,058,100 shares, 1,418,413 shares and 69,516 shares, respectively, of Voting Common Stock of the Issuer (collectively, the "Shares") to its limited partners and to TA Associates, L.P. ("TA Associates"), the direct or indirect general partner of each of the TA Associates Funds, representing each such partner's pro rata interest in such Shares. On the same date, TA Associates distributed, for no consideration, the Shares it received in the distribution by the TA Associates Funds to its partners, representing each such partner's pro rata interest in such Shares. All of the aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-13 and 16a-9 of the Securities Exchange Act of 1934, as amended.

F5: Includes 114,910 shares received by TA Investors IV in the BGM Distribution.

F3: TA Associates is either the direct or indirect general partner of each of the TA Associates Funds and has investment and voting control over the shares held by the TA Associates Funds. TA Associates disclaims beneficial ownership of the shares held by the TA Associates Funds except to the extent of its pecuniary interest, if any, therein.

Filing footnotes · ownership attribution and instrument terms

F1: On November 17, TA XI L.P. ("TA XI"), TA Atlantic and Pacific VI L.P. ("TA AP VI") and TA Investors IV L.P. ("TA Investors IV" and collectively with TA XI and TA AP VI, the "TA Associates Funds") distributed, for no consideration, 2,058,100 shares, 1,418,413 shares and 69,516 shares, respectively, of Voting Common Stock of the Issuer (collectively, the "Shares") to its limited partners and to TA Associates, L.P. ("TA Associates"), the direct or indirect general partner of each of the TA Associates Funds, representing each such partner's pro rata interest in such Shares. On the same date, TA Associates distributed, for no consideration, the Shares it received in the distribution by the TA Associates Funds to its partners, representing each such partner's pro rata interest in such Shares. All of the aforementioned distributions were made in accordance with the exemptions afforded by Rules 16a-13 and 16a-9 of the Securities Exchange Act of 1934, as amended.

F2: Includes 3,401,366 shares received by TA XI in a distribution-in-kind by BGM Holdings, L.P. on August 31, 2016, which distribution was made in accordance with the exemptions afforded by Rule 16a-13 of the Securities Exchange Act of 1934, as amended (the "BGM Distribution").

F3: TA Associates is either the direct or indirect general partner of each of the TA Associates Funds and has investment and voting control over the shares held by the TA Associates Funds. TA Associates disclaims beneficial ownership of the shares held by the TA Associates Funds except to the extent of its pecuniary interest, if any, therein.

F4: Includes 2,344,184 shares received by TA AP VI in the BGM Distribution.

F5: Includes 114,910 shares received by TA Investors IV in the BGM Distribution.

Section 16 reporting ended · disclosed 2017-01-20. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeIndirectSee Footnote0 Reported balance After 2017-01-19 transaction · row 1 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source row

Row 1 · 2017-01-19 · Other · Disposed 7,071,967 · Balance 0

F1: Disposed of pursuant to the closing, on January 19, 2017, of a cash tender offer by GL Merger Sub, Inc., a wholly owned subsidiary of Synchronoss Technologies, Inc.

F2: These securities were owned by TA X L.P.

Common StockSEC Table I · non-derivativeIndirectSee Footnote0 Reported balance After 2017-01-19 transaction · row 2 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source row

Row 2 · 2017-01-19 · Other · Disposed 1,616,563 · Balance 0

F1: Disposed of pursuant to the closing, on January 19, 2017, of a cash tender offer by GL Merger Sub, Inc., a wholly owned subsidiary of Synchronoss Technologies, Inc.

F3: These securities were owned by TA Atlantic and Pacific V L.P.

Common StockSEC Table I · non-derivativeIndirectSee Footnote0 Reported balance After 2017-01-19 transaction · row 3 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source row

Row 3 · 2017-01-19 · Other · Disposed 175,885 · Balance 0

F1: Disposed of pursuant to the closing, on January 19, 2017, of a cash tender offer by GL Merger Sub, Inc., a wholly owned subsidiary of Synchronoss Technologies, Inc.

F4: These securities were owned by TA Strategic Partners Fund II L.P.

Common StockSEC Table I · non-derivativeIndirectSee Footnote0 Reported balance After 2017-01-19 transaction · row 4 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source row

Row 4 · 2017-01-19 · Other · Disposed 6,161 · Balance 0

F1: Disposed of pursuant to the closing, on January 19, 2017, of a cash tender offer by GL Merger Sub, Inc., a wholly owned subsidiary of Synchronoss Technologies, Inc.

F5: These securities were owned by TA Strategic Partners Fund II A L.P.

Common StockSEC Table I · non-derivativeIndirectSee Footnote0 Reported balance After 2017-01-19 transaction · row 5 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source row

Row 5 · 2017-01-19 · Other · Disposed 148,326 · Balance 0

F1: Disposed of pursuant to the closing, on January 19, 2017, of a cash tender offer by GL Merger Sub, Inc., a wholly owned subsidiary of Synchronoss Technologies, Inc.

F6: These securities were owned by TA Investors II L.P.

Common StockSEC Table I · non-derivativeIndirectSee Footnote0 Reported balance After 2017-01-19 transaction · row 6 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source row

Row 6 · 2017-01-19 · Other · Disposed 339,932 · Balance 0

F1: Disposed of pursuant to the closing, on January 19, 2017, of a cash tender offer by GL Merger Sub, Inc., a wholly owned subsidiary of Synchronoss Technologies, Inc.

F7: These securities were owned by TA Subordinated Debt Fund II L.P.

Filing footnotes · ownership attribution and instrument terms

F1: Disposed of pursuant to the closing, on January 19, 2017, of a cash tender offer by GL Merger Sub, Inc., a wholly owned subsidiary of Synchronoss Technologies, Inc.

F2: These securities were owned by TA X L.P.

F3: These securities were owned by TA Atlantic and Pacific V L.P.

F4: These securities were owned by TA Strategic Partners Fund II L.P.

F5: These securities were owned by TA Strategic Partners Fund II A L.P.

F6: These securities were owned by TA Investors II L.P.

F7: These securities were owned by TA Subordinated Debt Fund II L.P.

Transaction history

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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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
August 12, 2021 Filed Aug 16, 2021 16:54 UTC ZoomInfo Technologies Inc. ZI · Entity 1794 SaleClass A Common Stock 19,850 $62.55 $1,241,585.74
Disclosure

SEC source: 0001209191-21-051635 · doc4.xml · nonDerivative · entry 13

TA ASSOCIATES, L.P. · CIK 0001034569 · Director · 10% owner

TA XI DO AIV, L.P. · CIK 0001609536 · Director · 10% owner

TA SDF III DO AIV, L.P. · CIK 0001609553 · Director · 10% owner

TA Atlantic & Pacific VII-A L.P. · CIK 0001548681 · Director · 10% owner

TA INVESTORS IV, L.P. · CIK 0001578035 · Director · 10% owner

TA SDF III DO AIV II, L.P. · CIK 0001812605 · Director · 10% owner

TA XI DO AIV II, L.P. · CIK 0001812606 · Director · 10% owner

TA AP VII-B DO Subsidiary Partnership, L.P. · CIK 0001812579 · Director · 10% owner

TA SDF III DO Feeder, L.P. · CIK 0001609557 · Director · 10% owner

TA XI DO Feeder, L.P. · CIK 0001609539 · Director · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 0

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

F15 · price: Reflects a weighted-average sale price. The shares were sold in multiple transactions at prices ranging from $62.50 to $62.91. The Reporting Persons will provide upon request to the Securities and Exchange Commission, the Company or security holder of the Company, full information regarding the number of shares sold at each separate price.

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

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

Read SEC document
August 12, 2021 Filed Aug 16, 2021 16:54 UTC ZoomInfo Technologies Inc. ZI · Entity 1794 SaleClass A Common Stock 2,968 $62.55 $185,643.65
Disclosure

SEC source: 0001209191-21-051635 · doc4.xml · nonDerivative · entry 12

TA ASSOCIATES, L.P. · CIK 0001034569 · Director · 10% owner

TA XI DO AIV, L.P. · CIK 0001609536 · Director · 10% owner

TA SDF III DO AIV, L.P. · CIK 0001609553 · Director · 10% owner

TA Atlantic & Pacific VII-A L.P. · CIK 0001548681 · Director · 10% owner

TA INVESTORS IV, L.P. · CIK 0001578035 · Director · 10% owner

TA SDF III DO AIV II, L.P. · CIK 0001812605 · Director · 10% owner

TA XI DO AIV II, L.P. · CIK 0001812606 · Director · 10% owner

TA AP VII-B DO Subsidiary Partnership, L.P. · CIK 0001812579 · Director · 10% owner

TA SDF III DO Feeder, L.P. · CIK 0001609557 · Director · 10% owner

TA XI DO Feeder, L.P. · CIK 0001609539 · Director · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 0

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

F15 · price: Reflects a weighted-average sale price. The shares were sold in multiple transactions at prices ranging from $62.50 to $62.91. The Reporting Persons will provide upon request to the Securities and Exchange Commission, the Company or security holder of the Company, full information regarding the number of shares sold at each separate price.

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

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

Read SEC document
August 12, 2021 Filed Aug 16, 2021 16:54 UTC ZoomInfo Technologies Inc. ZI · Entity 1794 SaleClass A Common Stock 114,939 $62.55 $7,189,250.55
Disclosure

SEC source: 0001209191-21-051635 · doc4.xml · nonDerivative · entry 11

TA ASSOCIATES, L.P. · CIK 0001034569 · Director · 10% owner

TA XI DO AIV, L.P. · CIK 0001609536 · Director · 10% owner

TA SDF III DO AIV, L.P. · CIK 0001609553 · Director · 10% owner

TA Atlantic & Pacific VII-A L.P. · CIK 0001548681 · Director · 10% owner

TA INVESTORS IV, L.P. · CIK 0001578035 · Director · 10% owner

TA SDF III DO AIV II, L.P. · CIK 0001812605 · Director · 10% owner

TA XI DO AIV II, L.P. · CIK 0001812606 · Director · 10% owner

TA AP VII-B DO Subsidiary Partnership, L.P. · CIK 0001812579 · Director · 10% owner

TA SDF III DO Feeder, L.P. · CIK 0001609557 · Director · 10% owner

TA XI DO Feeder, L.P. · CIK 0001609539 · Director · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 0

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

F15 · price: Reflects a weighted-average sale price. The shares were sold in multiple transactions at prices ranging from $62.50 to $62.91. The Reporting Persons will provide upon request to the Securities and Exchange Commission, the Company or security holder of the Company, full information regarding the number of shares sold at each separate price.

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

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

Read SEC document
August 12, 2021 Filed Aug 16, 2021 16:54 UTC ZoomInfo Technologies Inc. ZI · Entity 1794 ConversionClass A Common Stock 26,974 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-21-051635 · doc4.xml · nonDerivative · entry 10

TA ASSOCIATES, L.P. · CIK 0001034569 · Director · 10% owner

TA XI DO AIV, L.P. · CIK 0001609536 · Director · 10% owner

TA SDF III DO AIV, L.P. · CIK 0001609553 · Director · 10% owner

TA Atlantic & Pacific VII-A L.P. · CIK 0001548681 · Director · 10% owner

TA INVESTORS IV, L.P. · CIK 0001578035 · Director · 10% owner

TA SDF III DO AIV II, L.P. · CIK 0001812605 · Director · 10% owner

TA XI DO AIV II, L.P. · CIK 0001812606 · Director · 10% owner

TA AP VII-B DO Subsidiary Partnership, L.P. · CIK 0001812579 · Director · 10% owner

TA SDF III DO Feeder, L.P. · CIK 0001609557 · Director · 10% owner

TA XI DO Feeder, L.P. · CIK 0001609539 · Director · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 26,974

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

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

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

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

Read SEC document
August 12, 2021 Filed Aug 16, 2021 16:54 UTC ZoomInfo Technologies Inc. ZI · Entity 1794 ConversionClass A Common Stock 30,066 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-21-051635 · doc4.xml · nonDerivative · entry 9

TA ASSOCIATES, L.P. · CIK 0001034569 · Director · 10% owner

TA XI DO AIV, L.P. · CIK 0001609536 · Director · 10% owner

TA SDF III DO AIV, L.P. · CIK 0001609553 · Director · 10% owner

TA Atlantic & Pacific VII-A L.P. · CIK 0001548681 · Director · 10% owner

TA INVESTORS IV, L.P. · CIK 0001578035 · Director · 10% owner

TA SDF III DO AIV II, L.P. · CIK 0001812605 · Director · 10% owner

TA XI DO AIV II, L.P. · CIK 0001812606 · Director · 10% owner

TA AP VII-B DO Subsidiary Partnership, L.P. · CIK 0001812579 · Director · 10% owner

TA SDF III DO Feeder, L.P. · CIK 0001609557 · Director · 10% owner

TA XI DO Feeder, L.P. · CIK 0001609539 · Director · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 30,066

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

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

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

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

Read SEC document
August 12, 2021 Filed Aug 16, 2021 16:54 UTC ZoomInfo Technologies Inc. ZI · Entity 1794 ConversionClass A Common Stock 567 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-21-051635 · doc4.xml · nonDerivative · entry 8

TA ASSOCIATES, L.P. · CIK 0001034569 · Director · 10% owner

TA XI DO AIV, L.P. · CIK 0001609536 · Director · 10% owner

TA SDF III DO AIV, L.P. · CIK 0001609553 · Director · 10% owner

TA Atlantic & Pacific VII-A L.P. · CIK 0001548681 · Director · 10% owner

TA INVESTORS IV, L.P. · CIK 0001578035 · Director · 10% owner

TA SDF III DO AIV II, L.P. · CIK 0001812605 · Director · 10% owner

TA XI DO AIV II, L.P. · CIK 0001812606 · Director · 10% owner

TA AP VII-B DO Subsidiary Partnership, L.P. · CIK 0001812579 · Director · 10% owner

TA SDF III DO Feeder, L.P. · CIK 0001609557 · Director · 10% owner

TA XI DO Feeder, L.P. · CIK 0001609539 · Director · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 567

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

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

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

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

Read SEC document
August 12, 2021 Filed Aug 16, 2021 16:54 UTC ZoomInfo Technologies Inc. ZI · Entity 1794 ConversionClass A Common Stock 6,744 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-21-051635 · doc4.xml · nonDerivative · entry 7

TA ASSOCIATES, L.P. · CIK 0001034569 · Director · 10% owner

TA XI DO AIV, L.P. · CIK 0001609536 · Director · 10% owner

TA SDF III DO AIV, L.P. · CIK 0001609553 · Director · 10% owner

TA Atlantic & Pacific VII-A L.P. · CIK 0001548681 · Director · 10% owner

TA INVESTORS IV, L.P. · CIK 0001578035 · Director · 10% owner

TA SDF III DO AIV II, L.P. · CIK 0001812605 · Director · 10% owner

TA XI DO AIV II, L.P. · CIK 0001812606 · Director · 10% owner

TA AP VII-B DO Subsidiary Partnership, L.P. · CIK 0001812579 · Director · 10% owner

TA SDF III DO Feeder, L.P. · CIK 0001609557 · Director · 10% owner

TA XI DO Feeder, L.P. · CIK 0001609539 · Director · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 6,744

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

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

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

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

Read SEC document
August 12, 2021 Filed Aug 16, 2021 16:54 UTC ZoomInfo Technologies Inc. ZI · Entity 1794 ConversionClass A Common Stock 7,517 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-21-051635 · doc4.xml · nonDerivative · entry 6

TA ASSOCIATES, L.P. · CIK 0001034569 · Director · 10% owner

TA XI DO AIV, L.P. · CIK 0001609536 · Director · 10% owner

TA SDF III DO AIV, L.P. · CIK 0001609553 · Director · 10% owner

TA Atlantic & Pacific VII-A L.P. · CIK 0001548681 · Director · 10% owner

TA INVESTORS IV, L.P. · CIK 0001578035 · Director · 10% owner

TA SDF III DO AIV II, L.P. · CIK 0001812605 · Director · 10% owner

TA XI DO AIV II, L.P. · CIK 0001812606 · Director · 10% owner

TA AP VII-B DO Subsidiary Partnership, L.P. · CIK 0001812579 · Director · 10% owner

TA SDF III DO Feeder, L.P. · CIK 0001609557 · Director · 10% owner

TA XI DO Feeder, L.P. · CIK 0001609539 · Director · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 7,517

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

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

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

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

Read SEC document
August 12, 2021 Filed Aug 16, 2021 16:54 UTC ZoomInfo Technologies Inc. ZI · Entity 1794 ConversionClass A Common Stock 142 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-21-051635 · doc4.xml · nonDerivative · entry 5

TA ASSOCIATES, L.P. · CIK 0001034569 · Director · 10% owner

TA XI DO AIV, L.P. · CIK 0001609536 · Director · 10% owner

TA SDF III DO AIV, L.P. · CIK 0001609553 · Director · 10% owner

TA Atlantic & Pacific VII-A L.P. · CIK 0001548681 · Director · 10% owner

TA INVESTORS IV, L.P. · CIK 0001578035 · Director · 10% owner

TA SDF III DO AIV II, L.P. · CIK 0001812605 · Director · 10% owner

TA XI DO AIV II, L.P. · CIK 0001812606 · Director · 10% owner

TA AP VII-B DO Subsidiary Partnership, L.P. · CIK 0001812579 · Director · 10% owner

TA SDF III DO Feeder, L.P. · CIK 0001609557 · Director · 10% owner

TA XI DO Feeder, L.P. · CIK 0001609539 · Director · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 142

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

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

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

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

Read SEC document
August 12, 2021 Filed Aug 16, 2021 16:54 UTC ZoomInfo Technologies Inc. ZI · Entity 1794 ConversionClass A Common Stock 4,269 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-21-051635 · doc4.xml · nonDerivative · entry 4

TA ASSOCIATES, L.P. · CIK 0001034569 · Director · 10% owner

TA XI DO AIV, L.P. · CIK 0001609536 · Director · 10% owner

TA SDF III DO AIV, L.P. · CIK 0001609553 · Director · 10% owner

TA Atlantic & Pacific VII-A L.P. · CIK 0001548681 · Director · 10% owner

TA INVESTORS IV, L.P. · CIK 0001578035 · Director · 10% owner

TA SDF III DO AIV II, L.P. · CIK 0001812605 · Director · 10% owner

TA XI DO AIV II, L.P. · CIK 0001812606 · Director · 10% owner

TA AP VII-B DO Subsidiary Partnership, L.P. · CIK 0001812579 · Director · 10% owner

TA SDF III DO Feeder, L.P. · CIK 0001609557 · Director · 10% owner

TA XI DO Feeder, L.P. · CIK 0001609539 · Director · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 4,269

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

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

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

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

Read SEC document
August 12, 2021 Filed Aug 16, 2021 16:54 UTC ZoomInfo Technologies Inc. ZI · Entity 1794 ConversionClass A Common Stock 19,850 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-21-051635 · doc4.xml · nonDerivative · entry 3

TA ASSOCIATES, L.P. · CIK 0001034569 · Director · 10% owner

TA XI DO AIV, L.P. · CIK 0001609536 · Director · 10% owner

TA SDF III DO AIV, L.P. · CIK 0001609553 · Director · 10% owner

TA Atlantic & Pacific VII-A L.P. · CIK 0001548681 · Director · 10% owner

TA INVESTORS IV, L.P. · CIK 0001578035 · Director · 10% owner

TA SDF III DO AIV II, L.P. · CIK 0001812605 · Director · 10% owner

TA XI DO AIV II, L.P. · CIK 0001812606 · Director · 10% owner

TA AP VII-B DO Subsidiary Partnership, L.P. · CIK 0001812579 · Director · 10% owner

TA SDF III DO Feeder, L.P. · CIK 0001609557 · Director · 10% owner

TA XI DO Feeder, L.P. · CIK 0001609539 · Director · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 19,850

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

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

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

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

Read SEC document
August 12, 2021 Filed Aug 16, 2021 16:54 UTC ZoomInfo Technologies Inc. ZI · Entity 1794 ConversionClass A Common Stock 2,968 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-21-051635 · doc4.xml · nonDerivative · entry 2

TA ASSOCIATES, L.P. · CIK 0001034569 · Director · 10% owner

TA XI DO AIV, L.P. · CIK 0001609536 · Director · 10% owner

TA SDF III DO AIV, L.P. · CIK 0001609553 · Director · 10% owner

TA Atlantic & Pacific VII-A L.P. · CIK 0001548681 · Director · 10% owner

TA INVESTORS IV, L.P. · CIK 0001578035 · Director · 10% owner

TA SDF III DO AIV II, L.P. · CIK 0001812605 · Director · 10% owner

TA XI DO AIV II, L.P. · CIK 0001812606 · Director · 10% owner

TA AP VII-B DO Subsidiary Partnership, L.P. · CIK 0001812579 · Director · 10% owner

TA SDF III DO Feeder, L.P. · CIK 0001609557 · Director · 10% owner

TA XI DO Feeder, L.P. · CIK 0001609539 · Director · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 2,968

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

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

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

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

Read SEC document
August 12, 2021 Filed Aug 16, 2021 16:54 UTC ZoomInfo Technologies Inc. ZI · Entity 1794 ConversionClass A Common Stock 114,939 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-21-051635 · doc4.xml · nonDerivative · entry 1

TA ASSOCIATES, L.P. · CIK 0001034569 · Director · 10% owner

TA XI DO AIV, L.P. · CIK 0001609536 · Director · 10% owner

TA SDF III DO AIV, L.P. · CIK 0001609553 · Director · 10% owner

TA Atlantic & Pacific VII-A L.P. · CIK 0001548681 · Director · 10% owner

TA INVESTORS IV, L.P. · CIK 0001578035 · Director · 10% owner

TA SDF III DO AIV II, L.P. · CIK 0001812605 · Director · 10% owner

TA XI DO AIV II, L.P. · CIK 0001812606 · Director · 10% owner

TA AP VII-B DO Subsidiary Partnership, L.P. · CIK 0001812579 · Director · 10% owner

TA SDF III DO Feeder, L.P. · CIK 0001609557 · Director · 10% owner

TA XI DO Feeder, L.P. · CIK 0001609539 · Director · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 114,939

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

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

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

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

Read SEC document
August 11, 2021 Filed Aug 13, 2021 20:25 UTC ZoomInfo Technologies Inc. ZI · Entity 1794 ConversionClass C Common Stock · Derivative 876,343 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-051503 · doc4.xml · derivative · entry 30

TA ASSOCIATES, L.P. · CIK 0001034569 · Director · 10% owner

TA XI DO AIV, L.P. · CIK 0001609536 · Director · 10% owner

TA SDF III DO AIV, L.P. · CIK 0001609553 · Director · 10% owner

TA Atlantic & Pacific VII-A L.P. · CIK 0001548681 · Director · 10% owner

TA INVESTORS IV, L.P. · CIK 0001578035 · Director · 10% owner

TA SDF III DO AIV II, L.P. · CIK 0001812605 · Director · 10% owner

TA XI DO AIV II, L.P. · CIK 0001812606 · Director · 10% owner

TA AP VII-B DO Subsidiary Partnership, L.P. · CIK 0001812579 · Director · 10% owner

TA SDF III DO Feeder, L.P. · CIK 0001609557 · Director · 10% owner

TA XI DO Feeder, L.P. · CIK 0001609539 · Director · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 8,257,100

Underlying: Class A Common Stock · 876,343 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.

F16 · derivative.exercise_price: The Class C Common Stock is convertible at the option of the holder on a one-for-one basis for shares of Class A Common Stock of the Issuer and has no expiration date. Upon any transfer of shares of Class C Common Stock, whether or not for value, each such transferred share will automatically convert into one share of Class A Common Stock, except for certain transfers described in the Issuer's amended and restated certificate of incorporation. The shares of Class C Common Stock will convert automatically into Class A Common Stock, on a one-for-one basis, when the aggregate number of outstanding shares of the Company's Class B Common Stock and Class C Common Stock represents less than 5% of the aggregate number of the Company's outstanding shares of Common Stock. The shares of Class C Common Stock have ten votes per share.

F16 · derivative.exercise_date: The Class C Common Stock is convertible at the option of the holder on a one-for-one basis for shares of Class A Common Stock of the Issuer and has no expiration date. Upon any transfer of shares of Class C Common Stock, whether or not for value, each such transferred share will automatically convert into one share of Class A Common Stock, except for certain transfers described in the Issuer's amended and restated certificate of incorporation. The shares of Class C Common Stock will convert automatically into Class A Common Stock, on a one-for-one basis, when the aggregate number of outstanding shares of the Company's Class B Common Stock and Class C Common Stock represents less than 5% of the aggregate number of the Company's outstanding shares of Common Stock. The shares of Class C Common Stock have ten votes per share.

F16 · derivative.expiration_date: The Class C Common Stock is convertible at the option of the holder on a one-for-one basis for shares of Class A Common Stock of the Issuer and has no expiration date. Upon any transfer of shares of Class C Common Stock, whether or not for value, each such transferred share will automatically convert into one share of Class A Common Stock, except for certain transfers described in the Issuer's amended and restated certificate of incorporation. The shares of Class C Common Stock will convert automatically into Class A Common Stock, on a one-for-one basis, when the aggregate number of outstanding shares of the Company's Class B Common Stock and Class C Common Stock represents less than 5% of the aggregate number of the Company's outstanding shares of Common Stock. The shares of Class C Common Stock have ten votes per share.

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

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

Read SEC document
August 11, 2021 Filed Aug 13, 2021 20:25 UTC ZoomInfo Technologies Inc. ZI · Entity 1794 ConversionClass C Common Stock · Derivative 976,785 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-051503 · doc4.xml · derivative · entry 29

TA ASSOCIATES, L.P. · CIK 0001034569 · Director · 10% owner

TA XI DO AIV, L.P. · CIK 0001609536 · Director · 10% owner

TA SDF III DO AIV, L.P. · CIK 0001609553 · Director · 10% owner

TA Atlantic & Pacific VII-A L.P. · CIK 0001548681 · Director · 10% owner

TA INVESTORS IV, L.P. · CIK 0001578035 · Director · 10% owner

TA SDF III DO AIV II, L.P. · CIK 0001812605 · Director · 10% owner

TA XI DO AIV II, L.P. · CIK 0001812606 · Director · 10% owner

TA AP VII-B DO Subsidiary Partnership, L.P. · CIK 0001812579 · Director · 10% owner

TA SDF III DO Feeder, L.P. · CIK 0001609557 · Director · 10% owner

TA XI DO Feeder, L.P. · CIK 0001609539 · Director · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 9,203,486

Underlying: Class A Common Stock · 976,785 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.

F16 · derivative.exercise_price: The Class C Common Stock is convertible at the option of the holder on a one-for-one basis for shares of Class A Common Stock of the Issuer and has no expiration date. Upon any transfer of shares of Class C Common Stock, whether or not for value, each such transferred share will automatically convert into one share of Class A Common Stock, except for certain transfers described in the Issuer's amended and restated certificate of incorporation. The shares of Class C Common Stock will convert automatically into Class A Common Stock, on a one-for-one basis, when the aggregate number of outstanding shares of the Company's Class B Common Stock and Class C Common Stock represents less than 5% of the aggregate number of the Company's outstanding shares of Common Stock. The shares of Class C Common Stock have ten votes per share.

F16 · derivative.exercise_date: The Class C Common Stock is convertible at the option of the holder on a one-for-one basis for shares of Class A Common Stock of the Issuer and has no expiration date. Upon any transfer of shares of Class C Common Stock, whether or not for value, each such transferred share will automatically convert into one share of Class A Common Stock, except for certain transfers described in the Issuer's amended and restated certificate of incorporation. The shares of Class C Common Stock will convert automatically into Class A Common Stock, on a one-for-one basis, when the aggregate number of outstanding shares of the Company's Class B Common Stock and Class C Common Stock represents less than 5% of the aggregate number of the Company's outstanding shares of Common Stock. The shares of Class C Common Stock have ten votes per share.

F16 · derivative.expiration_date: The Class C Common Stock is convertible at the option of the holder on a one-for-one basis for shares of Class A Common Stock of the Issuer and has no expiration date. Upon any transfer of shares of Class C Common Stock, whether or not for value, each such transferred share will automatically convert into one share of Class A Common Stock, except for certain transfers described in the Issuer's amended and restated certificate of incorporation. The shares of Class C Common Stock will convert automatically into Class A Common Stock, on a one-for-one basis, when the aggregate number of outstanding shares of the Company's Class B Common Stock and Class C Common Stock represents less than 5% of the aggregate number of the Company's outstanding shares of Common Stock. The shares of Class C Common Stock have ten votes per share.

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

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

Read SEC document
August 11, 2021 Filed Aug 13, 2021 20:25 UTC ZoomInfo Technologies Inc. ZI · Entity 1794 ConversionClass C Common Stock · Derivative 18,420 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-051503 · doc4.xml · derivative · entry 28

TA ASSOCIATES, L.P. · CIK 0001034569 · Director · 10% owner

TA XI DO AIV, L.P. · CIK 0001609536 · Director · 10% owner

TA SDF III DO AIV, L.P. · CIK 0001609553 · Director · 10% owner

TA Atlantic & Pacific VII-A L.P. · CIK 0001548681 · Director · 10% owner

TA INVESTORS IV, L.P. · CIK 0001578035 · Director · 10% owner

TA SDF III DO AIV II, L.P. · CIK 0001812605 · Director · 10% owner

TA XI DO AIV II, L.P. · CIK 0001812606 · Director · 10% owner

TA AP VII-B DO Subsidiary Partnership, L.P. · CIK 0001812579 · Director · 10% owner

TA SDF III DO Feeder, L.P. · CIK 0001609557 · Director · 10% owner

TA XI DO Feeder, L.P. · CIK 0001609539 · Director · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 173,553

Underlying: Class A Common Stock · 18,420 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.

F16 · derivative.exercise_price: The Class C Common Stock is convertible at the option of the holder on a one-for-one basis for shares of Class A Common Stock of the Issuer and has no expiration date. Upon any transfer of shares of Class C Common Stock, whether or not for value, each such transferred share will automatically convert into one share of Class A Common Stock, except for certain transfers described in the Issuer's amended and restated certificate of incorporation. The shares of Class C Common Stock will convert automatically into Class A Common Stock, on a one-for-one basis, when the aggregate number of outstanding shares of the Company's Class B Common Stock and Class C Common Stock represents less than 5% of the aggregate number of the Company's outstanding shares of Common Stock. The shares of Class C Common Stock have ten votes per share.

F16 · derivative.exercise_date: The Class C Common Stock is convertible at the option of the holder on a one-for-one basis for shares of Class A Common Stock of the Issuer and has no expiration date. Upon any transfer of shares of Class C Common Stock, whether or not for value, each such transferred share will automatically convert into one share of Class A Common Stock, except for certain transfers described in the Issuer's amended and restated certificate of incorporation. The shares of Class C Common Stock will convert automatically into Class A Common Stock, on a one-for-one basis, when the aggregate number of outstanding shares of the Company's Class B Common Stock and Class C Common Stock represents less than 5% of the aggregate number of the Company's outstanding shares of Common Stock. The shares of Class C Common Stock have ten votes per share.

F16 · derivative.expiration_date: The Class C Common Stock is convertible at the option of the holder on a one-for-one basis for shares of Class A Common Stock of the Issuer and has no expiration date. Upon any transfer of shares of Class C Common Stock, whether or not for value, each such transferred share will automatically convert into one share of Class A Common Stock, except for certain transfers described in the Issuer's amended and restated certificate of incorporation. The shares of Class C Common Stock will convert automatically into Class A Common Stock, on a one-for-one basis, when the aggregate number of outstanding shares of the Company's Class B Common Stock and Class C Common Stock represents less than 5% of the aggregate number of the Company's outstanding shares of Common Stock. The shares of Class C Common Stock have ten votes per share.

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

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

Read SEC document
August 11, 2021 Filed Aug 13, 2021 20:25 UTC ZoomInfo Technologies Inc. ZI · Entity 1794 ConversionUnits of ZoomInfo Holdings LLC · Derivative 219,086 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-051503 · doc4.xml · derivative · entry 27

TA ASSOCIATES, L.P. · CIK 0001034569 · Director · 10% owner

TA XI DO AIV, L.P. · CIK 0001609536 · Director · 10% owner

TA SDF III DO AIV, L.P. · CIK 0001609553 · Director · 10% owner

TA Atlantic & Pacific VII-A L.P. · CIK 0001548681 · Director · 10% owner

TA INVESTORS IV, L.P. · CIK 0001578035 · Director · 10% owner

TA SDF III DO AIV II, L.P. · CIK 0001812605 · Director · 10% owner

TA XI DO AIV II, L.P. · CIK 0001812606 · Director · 10% owner

TA AP VII-B DO Subsidiary Partnership, L.P. · CIK 0001812579 · Director · 10% owner

TA SDF III DO Feeder, L.P. · CIK 0001609557 · Director · 10% owner

TA XI DO Feeder, L.P. · CIK 0001609539 · Director · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 2,122,157

Underlying: Class A Common Stock · 219,086 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.

F15 · derivative.exercise_price: Units of Opco represent limited liability company units of Opco and a corresponding number of shares of Class B Common Stock of the Issuer, which together are exchangeable at the option of the holder on a one-for-one basis for shares of Class A Common Stock of the Issuer, subject to customary conversion rate adjustments for stock splits, stock dividends, and reclassifications, pursuant to the amended and restated limited liability company agreement of Opco and have no expiration date. The shares of Class B Common Stock (i) confer no incidents of economic ownership on the holders thereof and (ii) only confer ten-to-one voting rights on the holders thereof.

F15 · derivative.exercise_date: Units of Opco represent limited liability company units of Opco and a corresponding number of shares of Class B Common Stock of the Issuer, which together are exchangeable at the option of the holder on a one-for-one basis for shares of Class A Common Stock of the Issuer, subject to customary conversion rate adjustments for stock splits, stock dividends, and reclassifications, pursuant to the amended and restated limited liability company agreement of Opco and have no expiration date. The shares of Class B Common Stock (i) confer no incidents of economic ownership on the holders thereof and (ii) only confer ten-to-one voting rights on the holders thereof.

F15 · derivative.expiration_date: Units of Opco represent limited liability company units of Opco and a corresponding number of shares of Class B Common Stock of the Issuer, which together are exchangeable at the option of the holder on a one-for-one basis for shares of Class A Common Stock of the Issuer, subject to customary conversion rate adjustments for stock splits, stock dividends, and reclassifications, pursuant to the amended and restated limited liability company agreement of Opco and have no expiration date. The shares of Class B Common Stock (i) confer no incidents of economic ownership on the holders thereof and (ii) only confer ten-to-one voting rights on the holders thereof.

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

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

Read SEC document
August 11, 2021 Filed Aug 13, 2021 20:25 UTC ZoomInfo Technologies Inc. ZI · Entity 1794 ConversionUnits of ZoomInfo Holdings LLC · Derivative 244,196 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-051503 · doc4.xml · derivative · entry 26

TA ASSOCIATES, L.P. · CIK 0001034569 · Director · 10% owner

TA XI DO AIV, L.P. · CIK 0001609536 · Director · 10% owner

TA SDF III DO AIV, L.P. · CIK 0001609553 · Director · 10% owner

TA Atlantic & Pacific VII-A L.P. · CIK 0001548681 · Director · 10% owner

TA INVESTORS IV, L.P. · CIK 0001578035 · Director · 10% owner

TA SDF III DO AIV II, L.P. · CIK 0001812605 · Director · 10% owner

TA XI DO AIV II, L.P. · CIK 0001812606 · Director · 10% owner

TA AP VII-B DO Subsidiary Partnership, L.P. · CIK 0001812579 · Director · 10% owner

TA SDF III DO Feeder, L.P. · CIK 0001609557 · Director · 10% owner

TA XI DO Feeder, L.P. · CIK 0001609539 · Director · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 2,363,209

Underlying: Class A Common Stock · 244,196 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.

F15 · derivative.exercise_price: Units of Opco represent limited liability company units of Opco and a corresponding number of shares of Class B Common Stock of the Issuer, which together are exchangeable at the option of the holder on a one-for-one basis for shares of Class A Common Stock of the Issuer, subject to customary conversion rate adjustments for stock splits, stock dividends, and reclassifications, pursuant to the amended and restated limited liability company agreement of Opco and have no expiration date. The shares of Class B Common Stock (i) confer no incidents of economic ownership on the holders thereof and (ii) only confer ten-to-one voting rights on the holders thereof.

F15 · derivative.exercise_date: Units of Opco represent limited liability company units of Opco and a corresponding number of shares of Class B Common Stock of the Issuer, which together are exchangeable at the option of the holder on a one-for-one basis for shares of Class A Common Stock of the Issuer, subject to customary conversion rate adjustments for stock splits, stock dividends, and reclassifications, pursuant to the amended and restated limited liability company agreement of Opco and have no expiration date. The shares of Class B Common Stock (i) confer no incidents of economic ownership on the holders thereof and (ii) only confer ten-to-one voting rights on the holders thereof.

F15 · derivative.expiration_date: Units of Opco represent limited liability company units of Opco and a corresponding number of shares of Class B Common Stock of the Issuer, which together are exchangeable at the option of the holder on a one-for-one basis for shares of Class A Common Stock of the Issuer, subject to customary conversion rate adjustments for stock splits, stock dividends, and reclassifications, pursuant to the amended and restated limited liability company agreement of Opco and have no expiration date. The shares of Class B Common Stock (i) confer no incidents of economic ownership on the holders thereof and (ii) only confer ten-to-one voting rights on the holders thereof.

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

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

Read SEC document
August 11, 2021 Filed Aug 13, 2021 20:25 UTC ZoomInfo Technologies Inc. ZI · Entity 1794 ConversionUnits of ZoomInfo Holdings LLC · Derivative 4,605 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-051503 · doc4.xml · derivative · entry 25

TA ASSOCIATES, L.P. · CIK 0001034569 · Director · 10% owner

TA XI DO AIV, L.P. · CIK 0001609536 · Director · 10% owner

TA SDF III DO AIV, L.P. · CIK 0001609553 · Director · 10% owner

TA Atlantic & Pacific VII-A L.P. · CIK 0001548681 · Director · 10% owner

TA INVESTORS IV, L.P. · CIK 0001578035 · Director · 10% owner

TA SDF III DO AIV II, L.P. · CIK 0001812605 · Director · 10% owner

TA XI DO AIV II, L.P. · CIK 0001812606 · Director · 10% owner

TA AP VII-B DO Subsidiary Partnership, L.P. · CIK 0001812579 · Director · 10% owner

TA SDF III DO Feeder, L.P. · CIK 0001609557 · Director · 10% owner

TA XI DO Feeder, L.P. · CIK 0001609539 · Director · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 44,574

Underlying: Class A Common Stock · 4,605 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.

F15 · derivative.exercise_price: Units of Opco represent limited liability company units of Opco and a corresponding number of shares of Class B Common Stock of the Issuer, which together are exchangeable at the option of the holder on a one-for-one basis for shares of Class A Common Stock of the Issuer, subject to customary conversion rate adjustments for stock splits, stock dividends, and reclassifications, pursuant to the amended and restated limited liability company agreement of Opco and have no expiration date. The shares of Class B Common Stock (i) confer no incidents of economic ownership on the holders thereof and (ii) only confer ten-to-one voting rights on the holders thereof.

F15 · derivative.exercise_date: Units of Opco represent limited liability company units of Opco and a corresponding number of shares of Class B Common Stock of the Issuer, which together are exchangeable at the option of the holder on a one-for-one basis for shares of Class A Common Stock of the Issuer, subject to customary conversion rate adjustments for stock splits, stock dividends, and reclassifications, pursuant to the amended and restated limited liability company agreement of Opco and have no expiration date. The shares of Class B Common Stock (i) confer no incidents of economic ownership on the holders thereof and (ii) only confer ten-to-one voting rights on the holders thereof.

F15 · derivative.expiration_date: Units of Opco represent limited liability company units of Opco and a corresponding number of shares of Class B Common Stock of the Issuer, which together are exchangeable at the option of the holder on a one-for-one basis for shares of Class A Common Stock of the Issuer, subject to customary conversion rate adjustments for stock splits, stock dividends, and reclassifications, pursuant to the amended and restated limited liability company agreement of Opco and have no expiration date. The shares of Class B Common Stock (i) confer no incidents of economic ownership on the holders thereof and (ii) only confer ten-to-one voting rights on the holders thereof.

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

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

Read SEC document
August 11, 2021 Filed Aug 13, 2021 20:25 UTC ZoomInfo Technologies Inc. ZI · Entity 1794 ConversionUnits of ZoomInfo Holdings LLC · Derivative 138,686 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-051503 · doc4.xml · derivative · entry 24

TA ASSOCIATES, L.P. · CIK 0001034569 · Director · 10% owner

TA XI DO AIV, L.P. · CIK 0001609536 · Director · 10% owner

TA SDF III DO AIV, L.P. · CIK 0001609553 · Director · 10% owner

TA Atlantic & Pacific VII-A L.P. · CIK 0001548681 · Director · 10% owner

TA INVESTORS IV, L.P. · CIK 0001578035 · Director · 10% owner

TA SDF III DO AIV II, L.P. · CIK 0001812605 · Director · 10% owner

TA XI DO AIV II, L.P. · CIK 0001812606 · Director · 10% owner

TA AP VII-B DO Subsidiary Partnership, L.P. · CIK 0001812579 · Director · 10% owner

TA SDF III DO Feeder, L.P. · CIK 0001609557 · Director · 10% owner

TA XI DO Feeder, L.P. · CIK 0001609539 · Director · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 1,306,732

Underlying: Class A Common Stock · 138,686 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.

F15 · derivative.exercise_price: Units of Opco represent limited liability company units of Opco and a corresponding number of shares of Class B Common Stock of the Issuer, which together are exchangeable at the option of the holder on a one-for-one basis for shares of Class A Common Stock of the Issuer, subject to customary conversion rate adjustments for stock splits, stock dividends, and reclassifications, pursuant to the amended and restated limited liability company agreement of Opco and have no expiration date. The shares of Class B Common Stock (i) confer no incidents of economic ownership on the holders thereof and (ii) only confer ten-to-one voting rights on the holders thereof.

F15 · derivative.exercise_date: Units of Opco represent limited liability company units of Opco and a corresponding number of shares of Class B Common Stock of the Issuer, which together are exchangeable at the option of the holder on a one-for-one basis for shares of Class A Common Stock of the Issuer, subject to customary conversion rate adjustments for stock splits, stock dividends, and reclassifications, pursuant to the amended and restated limited liability company agreement of Opco and have no expiration date. The shares of Class B Common Stock (i) confer no incidents of economic ownership on the holders thereof and (ii) only confer ten-to-one voting rights on the holders thereof.

F15 · derivative.expiration_date: Units of Opco represent limited liability company units of Opco and a corresponding number of shares of Class B Common Stock of the Issuer, which together are exchangeable at the option of the holder on a one-for-one basis for shares of Class A Common Stock of the Issuer, subject to customary conversion rate adjustments for stock splits, stock dividends, and reclassifications, pursuant to the amended and restated limited liability company agreement of Opco and have no expiration date. The shares of Class B Common Stock (i) confer no incidents of economic ownership on the holders thereof and (ii) only confer ten-to-one voting rights on the holders thereof.

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

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

Read SEC document
August 11, 2021 Filed Aug 13, 2021 20:25 UTC ZoomInfo Technologies Inc. ZI · Entity 1794 ConversionUnits of ZoomInfo Holdings LLC · Derivative 644,891 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-051503 · doc4.xml · derivative · entry 23

TA ASSOCIATES, L.P. · CIK 0001034569 · Director · 10% owner

TA XI DO AIV, L.P. · CIK 0001609536 · Director · 10% owner

TA SDF III DO AIV, L.P. · CIK 0001609553 · Director · 10% owner

TA Atlantic & Pacific VII-A L.P. · CIK 0001548681 · Director · 10% owner

TA INVESTORS IV, L.P. · CIK 0001578035 · Director · 10% owner

TA SDF III DO AIV II, L.P. · CIK 0001812605 · Director · 10% owner

TA XI DO AIV II, L.P. · CIK 0001812606 · Director · 10% owner

TA AP VII-B DO Subsidiary Partnership, L.P. · CIK 0001812579 · Director · 10% owner

TA SDF III DO Feeder, L.P. · CIK 0001609557 · Director · 10% owner

TA XI DO Feeder, L.P. · CIK 0001609539 · Director · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 6,076,307

Underlying: Class A Common Stock · 644,891 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.

F15 · derivative.exercise_price: Units of Opco represent limited liability company units of Opco and a corresponding number of shares of Class B Common Stock of the Issuer, which together are exchangeable at the option of the holder on a one-for-one basis for shares of Class A Common Stock of the Issuer, subject to customary conversion rate adjustments for stock splits, stock dividends, and reclassifications, pursuant to the amended and restated limited liability company agreement of Opco and have no expiration date. The shares of Class B Common Stock (i) confer no incidents of economic ownership on the holders thereof and (ii) only confer ten-to-one voting rights on the holders thereof.

F15 · derivative.exercise_date: Units of Opco represent limited liability company units of Opco and a corresponding number of shares of Class B Common Stock of the Issuer, which together are exchangeable at the option of the holder on a one-for-one basis for shares of Class A Common Stock of the Issuer, subject to customary conversion rate adjustments for stock splits, stock dividends, and reclassifications, pursuant to the amended and restated limited liability company agreement of Opco and have no expiration date. The shares of Class B Common Stock (i) confer no incidents of economic ownership on the holders thereof and (ii) only confer ten-to-one voting rights on the holders thereof.

F15 · derivative.expiration_date: Units of Opco represent limited liability company units of Opco and a corresponding number of shares of Class B Common Stock of the Issuer, which together are exchangeable at the option of the holder on a one-for-one basis for shares of Class A Common Stock of the Issuer, subject to customary conversion rate adjustments for stock splits, stock dividends, and reclassifications, pursuant to the amended and restated limited liability company agreement of Opco and have no expiration date. The shares of Class B Common Stock (i) confer no incidents of economic ownership on the holders thereof and (ii) only confer ten-to-one voting rights on the holders thereof.

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

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

Read SEC document
August 11, 2021 Filed Aug 13, 2021 20:25 UTC ZoomInfo Technologies Inc. ZI · Entity 1794 ConversionUnits of ZoomInfo Holdings LLC · Derivative 96,399 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-051503 · doc4.xml · derivative · entry 22

TA ASSOCIATES, L.P. · CIK 0001034569 · Director · 10% owner

TA XI DO AIV, L.P. · CIK 0001609536 · Director · 10% owner

TA SDF III DO AIV, L.P. · CIK 0001609553 · Director · 10% owner

TA Atlantic & Pacific VII-A L.P. · CIK 0001548681 · Director · 10% owner

TA INVESTORS IV, L.P. · CIK 0001578035 · Director · 10% owner

TA SDF III DO AIV II, L.P. · CIK 0001812605 · Director · 10% owner

TA XI DO AIV II, L.P. · CIK 0001812606 · Director · 10% owner

TA AP VII-B DO Subsidiary Partnership, L.P. · CIK 0001812579 · Director · 10% owner

TA SDF III DO Feeder, L.P. · CIK 0001609557 · Director · 10% owner

TA XI DO Feeder, L.P. · CIK 0001609539 · Director · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 908,297

Underlying: Class A Common Stock · 96,399 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.

F15 · derivative.exercise_price: Units of Opco represent limited liability company units of Opco and a corresponding number of shares of Class B Common Stock of the Issuer, which together are exchangeable at the option of the holder on a one-for-one basis for shares of Class A Common Stock of the Issuer, subject to customary conversion rate adjustments for stock splits, stock dividends, and reclassifications, pursuant to the amended and restated limited liability company agreement of Opco and have no expiration date. The shares of Class B Common Stock (i) confer no incidents of economic ownership on the holders thereof and (ii) only confer ten-to-one voting rights on the holders thereof.

F15 · derivative.exercise_date: Units of Opco represent limited liability company units of Opco and a corresponding number of shares of Class B Common Stock of the Issuer, which together are exchangeable at the option of the holder on a one-for-one basis for shares of Class A Common Stock of the Issuer, subject to customary conversion rate adjustments for stock splits, stock dividends, and reclassifications, pursuant to the amended and restated limited liability company agreement of Opco and have no expiration date. The shares of Class B Common Stock (i) confer no incidents of economic ownership on the holders thereof and (ii) only confer ten-to-one voting rights on the holders thereof.

F15 · derivative.expiration_date: Units of Opco represent limited liability company units of Opco and a corresponding number of shares of Class B Common Stock of the Issuer, which together are exchangeable at the option of the holder on a one-for-one basis for shares of Class A Common Stock of the Issuer, subject to customary conversion rate adjustments for stock splits, stock dividends, and reclassifications, pursuant to the amended and restated limited liability company agreement of Opco and have no expiration date. The shares of Class B Common Stock (i) confer no incidents of economic ownership on the holders thereof and (ii) only confer ten-to-one voting rights on the holders thereof.

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

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

Read SEC document
August 11, 2021 Filed Aug 13, 2021 20:25 UTC ZoomInfo Technologies Inc. ZI · Entity 1794 ConversionUnits of ZoomInfo Holdings LLC · Derivative 3,734,187 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-051503 · doc4.xml · derivative · entry 21

TA ASSOCIATES, L.P. · CIK 0001034569 · Director · 10% owner

TA XI DO AIV, L.P. · CIK 0001609536 · Director · 10% owner

TA SDF III DO AIV, L.P. · CIK 0001609553 · Director · 10% owner

TA Atlantic & Pacific VII-A L.P. · CIK 0001548681 · Director · 10% owner

TA INVESTORS IV, L.P. · CIK 0001578035 · Director · 10% owner

TA SDF III DO AIV II, L.P. · CIK 0001812605 · Director · 10% owner

TA XI DO AIV II, L.P. · CIK 0001812606 · Director · 10% owner

TA AP VII-B DO Subsidiary Partnership, L.P. · CIK 0001812579 · Director · 10% owner

TA SDF III DO Feeder, L.P. · CIK 0001609557 · Director · 10% owner

TA XI DO Feeder, L.P. · CIK 0001609539 · Director · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 35,184,367

Underlying: Class A Common Stock · 3,734,187 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.

F15 · derivative.exercise_price: Units of Opco represent limited liability company units of Opco and a corresponding number of shares of Class B Common Stock of the Issuer, which together are exchangeable at the option of the holder on a one-for-one basis for shares of Class A Common Stock of the Issuer, subject to customary conversion rate adjustments for stock splits, stock dividends, and reclassifications, pursuant to the amended and restated limited liability company agreement of Opco and have no expiration date. The shares of Class B Common Stock (i) confer no incidents of economic ownership on the holders thereof and (ii) only confer ten-to-one voting rights on the holders thereof.

F15 · derivative.exercise_date: Units of Opco represent limited liability company units of Opco and a corresponding number of shares of Class B Common Stock of the Issuer, which together are exchangeable at the option of the holder on a one-for-one basis for shares of Class A Common Stock of the Issuer, subject to customary conversion rate adjustments for stock splits, stock dividends, and reclassifications, pursuant to the amended and restated limited liability company agreement of Opco and have no expiration date. The shares of Class B Common Stock (i) confer no incidents of economic ownership on the holders thereof and (ii) only confer ten-to-one voting rights on the holders thereof.

F15 · derivative.expiration_date: Units of Opco represent limited liability company units of Opco and a corresponding number of shares of Class B Common Stock of the Issuer, which together are exchangeable at the option of the holder on a one-for-one basis for shares of Class A Common Stock of the Issuer, subject to customary conversion rate adjustments for stock splits, stock dividends, and reclassifications, pursuant to the amended and restated limited liability company agreement of Opco and have no expiration date. The shares of Class B Common Stock (i) confer no incidents of economic ownership on the holders thereof and (ii) only confer ten-to-one voting rights on the holders thereof.

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

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

Read SEC document
August 11, 2021 Filed Aug 13, 2021 20:25 UTC ZoomInfo Technologies Inc. ZI · Entity 1794 SaleClass A Common Stock 876,343 $62.00 $54,333,266.00
Disclosure

SEC source: 0001209191-21-051503 · doc4.xml · nonDerivative · entry 20

TA ASSOCIATES, L.P. · CIK 0001034569 · Director · 10% owner

TA XI DO AIV, L.P. · CIK 0001609536 · Director · 10% owner

TA SDF III DO AIV, L.P. · CIK 0001609553 · Director · 10% owner

TA Atlantic & Pacific VII-A L.P. · CIK 0001548681 · Director · 10% owner

TA INVESTORS IV, L.P. · CIK 0001578035 · Director · 10% owner

TA SDF III DO AIV II, L.P. · CIK 0001812605 · Director · 10% owner

TA XI DO AIV II, L.P. · CIK 0001812606 · Director · 10% owner

TA AP VII-B DO Subsidiary Partnership, L.P. · CIK 0001812579 · Director · 10% owner

TA SDF III DO Feeder, L.P. · CIK 0001609557 · Director · 10% owner

TA XI DO Feeder, L.P. · CIK 0001609539 · Director · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 0

F14 · kind: The sales reported in this Form 4 were effected pursuant to an underwritten secondary offering that closed on August 11, 2021.

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

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

Read SEC document
August 11, 2021 Filed Aug 13, 2021 20:25 UTC ZoomInfo Technologies Inc. ZI · Entity 1794 SaleClass A Common Stock 976,785 $62.00 $60,560,670.00
Disclosure

SEC source: 0001209191-21-051503 · doc4.xml · nonDerivative · entry 19

TA ASSOCIATES, L.P. · CIK 0001034569 · Director · 10% owner

TA XI DO AIV, L.P. · CIK 0001609536 · Director · 10% owner

TA SDF III DO AIV, L.P. · CIK 0001609553 · Director · 10% owner

TA Atlantic & Pacific VII-A L.P. · CIK 0001548681 · Director · 10% owner

TA INVESTORS IV, L.P. · CIK 0001578035 · Director · 10% owner

TA SDF III DO AIV II, L.P. · CIK 0001812605 · Director · 10% owner

TA XI DO AIV II, L.P. · CIK 0001812606 · Director · 10% owner

TA AP VII-B DO Subsidiary Partnership, L.P. · CIK 0001812579 · Director · 10% owner

TA SDF III DO Feeder, L.P. · CIK 0001609557 · Director · 10% owner

TA XI DO Feeder, L.P. · CIK 0001609539 · Director · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 0

F14 · kind: The sales reported in this Form 4 were effected pursuant to an underwritten secondary offering that closed on August 11, 2021.

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

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

Read SEC document
August 11, 2021 Filed Aug 13, 2021 20:25 UTC ZoomInfo Technologies Inc. ZI · Entity 1794 SaleClass A Common Stock 18,420 $62.00 $1,142,040.00
Disclosure

SEC source: 0001209191-21-051503 · doc4.xml · nonDerivative · entry 18

TA ASSOCIATES, L.P. · CIK 0001034569 · Director · 10% owner

TA XI DO AIV, L.P. · CIK 0001609536 · Director · 10% owner

TA SDF III DO AIV, L.P. · CIK 0001609553 · Director · 10% owner

TA Atlantic & Pacific VII-A L.P. · CIK 0001548681 · Director · 10% owner

TA INVESTORS IV, L.P. · CIK 0001578035 · Director · 10% owner

TA SDF III DO AIV II, L.P. · CIK 0001812605 · Director · 10% owner

TA XI DO AIV II, L.P. · CIK 0001812606 · Director · 10% owner

TA AP VII-B DO Subsidiary Partnership, L.P. · CIK 0001812579 · Director · 10% owner

TA SDF III DO Feeder, L.P. · CIK 0001609557 · Director · 10% owner

TA XI DO Feeder, L.P. · CIK 0001609539 · Director · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 0

F14 · kind: The sales reported in this Form 4 were effected pursuant to an underwritten secondary offering that closed on August 11, 2021.

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

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

Read SEC document
August 11, 2021 Filed Aug 13, 2021 20:25 UTC ZoomInfo Technologies Inc. ZI · Entity 1794 SaleClass A Common Stock 219,086 $62.00 $13,583,332.00
Disclosure

SEC source: 0001209191-21-051503 · doc4.xml · nonDerivative · entry 17

TA ASSOCIATES, L.P. · CIK 0001034569 · Director · 10% owner

TA XI DO AIV, L.P. · CIK 0001609536 · Director · 10% owner

TA SDF III DO AIV, L.P. · CIK 0001609553 · Director · 10% owner

TA Atlantic & Pacific VII-A L.P. · CIK 0001548681 · Director · 10% owner

TA INVESTORS IV, L.P. · CIK 0001578035 · Director · 10% owner

TA SDF III DO AIV II, L.P. · CIK 0001812605 · Director · 10% owner

TA XI DO AIV II, L.P. · CIK 0001812606 · Director · 10% owner

TA AP VII-B DO Subsidiary Partnership, L.P. · CIK 0001812579 · Director · 10% owner

TA SDF III DO Feeder, L.P. · CIK 0001609557 · Director · 10% owner

TA XI DO Feeder, L.P. · CIK 0001609539 · Director · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 0

F14 · kind: The sales reported in this Form 4 were effected pursuant to an underwritten secondary offering that closed on August 11, 2021.

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

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

Read SEC document
August 11, 2021 Filed Aug 13, 2021 20:25 UTC ZoomInfo Technologies Inc. ZI · Entity 1794 SaleClass A Common Stock 244,196 $62.00 $15,140,152.00
Disclosure

SEC source: 0001209191-21-051503 · doc4.xml · nonDerivative · entry 16

TA ASSOCIATES, L.P. · CIK 0001034569 · Director · 10% owner

TA XI DO AIV, L.P. · CIK 0001609536 · Director · 10% owner

TA SDF III DO AIV, L.P. · CIK 0001609553 · Director · 10% owner

TA Atlantic & Pacific VII-A L.P. · CIK 0001548681 · Director · 10% owner

TA INVESTORS IV, L.P. · CIK 0001578035 · Director · 10% owner

TA SDF III DO AIV II, L.P. · CIK 0001812605 · Director · 10% owner

TA XI DO AIV II, L.P. · CIK 0001812606 · Director · 10% owner

TA AP VII-B DO Subsidiary Partnership, L.P. · CIK 0001812579 · Director · 10% owner

TA SDF III DO Feeder, L.P. · CIK 0001609557 · Director · 10% owner

TA XI DO Feeder, L.P. · CIK 0001609539 · Director · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 0

F14 · kind: The sales reported in this Form 4 were effected pursuant to an underwritten secondary offering that closed on August 11, 2021.

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

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

Read SEC document
August 11, 2021 Filed Aug 13, 2021 20:25 UTC ZoomInfo Technologies Inc. ZI · Entity 1794 SaleClass A Common Stock 4,605 $62.00 $285,510.00
Disclosure

SEC source: 0001209191-21-051503 · doc4.xml · nonDerivative · entry 15

TA ASSOCIATES, L.P. · CIK 0001034569 · Director · 10% owner

TA XI DO AIV, L.P. · CIK 0001609536 · Director · 10% owner

TA SDF III DO AIV, L.P. · CIK 0001609553 · Director · 10% owner

TA Atlantic & Pacific VII-A L.P. · CIK 0001548681 · Director · 10% owner

TA INVESTORS IV, L.P. · CIK 0001578035 · Director · 10% owner

TA SDF III DO AIV II, L.P. · CIK 0001812605 · Director · 10% owner

TA XI DO AIV II, L.P. · CIK 0001812606 · Director · 10% owner

TA AP VII-B DO Subsidiary Partnership, L.P. · CIK 0001812579 · Director · 10% owner

TA SDF III DO Feeder, L.P. · CIK 0001609557 · Director · 10% owner

TA XI DO Feeder, L.P. · CIK 0001609539 · Director · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 0

F14 · kind: The sales reported in this Form 4 were effected pursuant to an underwritten secondary offering that closed on August 11, 2021.

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

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

Read SEC document
August 11, 2021 Filed Aug 13, 2021 20:25 UTC ZoomInfo Technologies Inc. ZI · Entity 1794 SaleClass A Common Stock 138,686 $62.00 $8,598,532.00
Disclosure

SEC source: 0001209191-21-051503 · doc4.xml · nonDerivative · entry 14

TA ASSOCIATES, L.P. · CIK 0001034569 · Director · 10% owner

TA XI DO AIV, L.P. · CIK 0001609536 · Director · 10% owner

TA SDF III DO AIV, L.P. · CIK 0001609553 · Director · 10% owner

TA Atlantic & Pacific VII-A L.P. · CIK 0001548681 · Director · 10% owner

TA INVESTORS IV, L.P. · CIK 0001578035 · Director · 10% owner

TA SDF III DO AIV II, L.P. · CIK 0001812605 · Director · 10% owner

TA XI DO AIV II, L.P. · CIK 0001812606 · Director · 10% owner

TA AP VII-B DO Subsidiary Partnership, L.P. · CIK 0001812579 · Director · 10% owner

TA SDF III DO Feeder, L.P. · CIK 0001609557 · Director · 10% owner

TA XI DO Feeder, L.P. · CIK 0001609539 · Director · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 0

F14 · kind: The sales reported in this Form 4 were effected pursuant to an underwritten secondary offering that closed on August 11, 2021.

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

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

Read SEC document
August 11, 2021 Filed Aug 13, 2021 20:25 UTC ZoomInfo Technologies Inc. ZI · Entity 1794 SaleClass A Common Stock 644,891 $62.00 $39,983,242.00
Disclosure

SEC source: 0001209191-21-051503 · doc4.xml · nonDerivative · entry 13

TA ASSOCIATES, L.P. · CIK 0001034569 · Director · 10% owner

TA XI DO AIV, L.P. · CIK 0001609536 · Director · 10% owner

TA SDF III DO AIV, L.P. · CIK 0001609553 · Director · 10% owner

TA Atlantic & Pacific VII-A L.P. · CIK 0001548681 · Director · 10% owner

TA INVESTORS IV, L.P. · CIK 0001578035 · Director · 10% owner

TA SDF III DO AIV II, L.P. · CIK 0001812605 · Director · 10% owner

TA XI DO AIV II, L.P. · CIK 0001812606 · Director · 10% owner

TA AP VII-B DO Subsidiary Partnership, L.P. · CIK 0001812579 · Director · 10% owner

TA SDF III DO Feeder, L.P. · CIK 0001609557 · Director · 10% owner

TA XI DO Feeder, L.P. · CIK 0001609539 · Director · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 0

F14 · kind: The sales reported in this Form 4 were effected pursuant to an underwritten secondary offering that closed on August 11, 2021.

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

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

Read SEC document
August 11, 2021 Filed Aug 13, 2021 20:25 UTC ZoomInfo Technologies Inc. ZI · Entity 1794 SaleClass A Common Stock 96,399 $62.00 $5,976,738.00
Disclosure

SEC source: 0001209191-21-051503 · doc4.xml · nonDerivative · entry 12

TA ASSOCIATES, L.P. · CIK 0001034569 · Director · 10% owner

TA XI DO AIV, L.P. · CIK 0001609536 · Director · 10% owner

TA SDF III DO AIV, L.P. · CIK 0001609553 · Director · 10% owner

TA Atlantic & Pacific VII-A L.P. · CIK 0001548681 · Director · 10% owner

TA INVESTORS IV, L.P. · CIK 0001578035 · Director · 10% owner

TA SDF III DO AIV II, L.P. · CIK 0001812605 · Director · 10% owner

TA XI DO AIV II, L.P. · CIK 0001812606 · Director · 10% owner

TA AP VII-B DO Subsidiary Partnership, L.P. · CIK 0001812579 · Director · 10% owner

TA SDF III DO Feeder, L.P. · CIK 0001609557 · Director · 10% owner

TA XI DO Feeder, L.P. · CIK 0001609539 · Director · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 0

F14 · kind: The sales reported in this Form 4 were effected pursuant to an underwritten secondary offering that closed on August 11, 2021.

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

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

Read SEC document
August 11, 2021 Filed Aug 13, 2021 20:25 UTC ZoomInfo Technologies Inc. ZI · Entity 1794 SaleClass A Common Stock 3,734,187 $62.00 $231,519,594.00
Disclosure

SEC source: 0001209191-21-051503 · doc4.xml · nonDerivative · entry 11

TA ASSOCIATES, L.P. · CIK 0001034569 · Director · 10% owner

TA XI DO AIV, L.P. · CIK 0001609536 · Director · 10% owner

TA SDF III DO AIV, L.P. · CIK 0001609553 · Director · 10% owner

TA Atlantic & Pacific VII-A L.P. · CIK 0001548681 · Director · 10% owner

TA INVESTORS IV, L.P. · CIK 0001578035 · Director · 10% owner

TA SDF III DO AIV II, L.P. · CIK 0001812605 · Director · 10% owner

TA XI DO AIV II, L.P. · CIK 0001812606 · Director · 10% owner

TA AP VII-B DO Subsidiary Partnership, L.P. · CIK 0001812579 · Director · 10% owner

TA SDF III DO Feeder, L.P. · CIK 0001609557 · Director · 10% owner

TA XI DO Feeder, L.P. · CIK 0001609539 · Director · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 0

F14 · kind: The sales reported in this Form 4 were effected pursuant to an underwritten secondary offering that closed on August 11, 2021.

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

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

Read SEC document
August 11, 2021 Filed Aug 13, 2021 20:25 UTC ZoomInfo Technologies Inc. ZI · Entity 1794 ConversionClass A Common Stock 876,343 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-21-051503 · doc4.xml · nonDerivative · entry 10

TA ASSOCIATES, L.P. · CIK 0001034569 · Director · 10% owner

TA XI DO AIV, L.P. · CIK 0001609536 · Director · 10% owner

TA SDF III DO AIV, L.P. · CIK 0001609553 · Director · 10% owner

TA Atlantic & Pacific VII-A L.P. · CIK 0001548681 · Director · 10% owner

TA INVESTORS IV, L.P. · CIK 0001578035 · Director · 10% owner

TA SDF III DO AIV II, L.P. · CIK 0001812605 · Director · 10% owner

TA XI DO AIV II, L.P. · CIK 0001812606 · Director · 10% owner

TA AP VII-B DO Subsidiary Partnership, L.P. · CIK 0001812579 · Director · 10% owner

TA SDF III DO Feeder, L.P. · CIK 0001609557 · Director · 10% owner

TA XI DO Feeder, L.P. · CIK 0001609539 · Director · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 876,343

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

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

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

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

Read SEC document
August 11, 2021 Filed Aug 13, 2021 20:25 UTC ZoomInfo Technologies Inc. ZI · Entity 1794 ConversionClass A Common Stock 976,785 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-21-051503 · doc4.xml · nonDerivative · entry 9

TA ASSOCIATES, L.P. · CIK 0001034569 · Director · 10% owner

TA XI DO AIV, L.P. · CIK 0001609536 · Director · 10% owner

TA SDF III DO AIV, L.P. · CIK 0001609553 · Director · 10% owner

TA Atlantic & Pacific VII-A L.P. · CIK 0001548681 · Director · 10% owner

TA INVESTORS IV, L.P. · CIK 0001578035 · Director · 10% owner

TA SDF III DO AIV II, L.P. · CIK 0001812605 · Director · 10% owner

TA XI DO AIV II, L.P. · CIK 0001812606 · Director · 10% owner

TA AP VII-B DO Subsidiary Partnership, L.P. · CIK 0001812579 · Director · 10% owner

TA SDF III DO Feeder, L.P. · CIK 0001609557 · Director · 10% owner

TA XI DO Feeder, L.P. · CIK 0001609539 · Director · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 976,785

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

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

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

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

Read SEC document
August 11, 2021 Filed Aug 13, 2021 20:25 UTC ZoomInfo Technologies Inc. ZI · Entity 1794 ConversionClass A Common Stock 18,420 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-21-051503 · doc4.xml · nonDerivative · entry 8

TA ASSOCIATES, L.P. · CIK 0001034569 · Director · 10% owner

TA XI DO AIV, L.P. · CIK 0001609536 · Director · 10% owner

TA SDF III DO AIV, L.P. · CIK 0001609553 · Director · 10% owner

TA Atlantic & Pacific VII-A L.P. · CIK 0001548681 · Director · 10% owner

TA INVESTORS IV, L.P. · CIK 0001578035 · Director · 10% owner

TA SDF III DO AIV II, L.P. · CIK 0001812605 · Director · 10% owner

TA XI DO AIV II, L.P. · CIK 0001812606 · Director · 10% owner

TA AP VII-B DO Subsidiary Partnership, L.P. · CIK 0001812579 · Director · 10% owner

TA SDF III DO Feeder, L.P. · CIK 0001609557 · Director · 10% owner

TA XI DO Feeder, L.P. · CIK 0001609539 · Director · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 18,420

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

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

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

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

Read SEC document
August 11, 2021 Filed Aug 13, 2021 20:25 UTC ZoomInfo Technologies Inc. ZI · Entity 1794 ConversionClass A Common Stock 219,086 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-21-051503 · doc4.xml · nonDerivative · entry 7

TA ASSOCIATES, L.P. · CIK 0001034569 · Director · 10% owner

TA XI DO AIV, L.P. · CIK 0001609536 · Director · 10% owner

TA SDF III DO AIV, L.P. · CIK 0001609553 · Director · 10% owner

TA Atlantic & Pacific VII-A L.P. · CIK 0001548681 · Director · 10% owner

TA INVESTORS IV, L.P. · CIK 0001578035 · Director · 10% owner

TA SDF III DO AIV II, L.P. · CIK 0001812605 · Director · 10% owner

TA XI DO AIV II, L.P. · CIK 0001812606 · Director · 10% owner

TA AP VII-B DO Subsidiary Partnership, L.P. · CIK 0001812579 · Director · 10% owner

TA SDF III DO Feeder, L.P. · CIK 0001609557 · Director · 10% owner

TA XI DO Feeder, L.P. · CIK 0001609539 · Director · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 219,086

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

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

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

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

Read SEC document
August 11, 2021 Filed Aug 13, 2021 20:25 UTC ZoomInfo Technologies Inc. ZI · Entity 1794 ConversionClass A Common Stock 244,196 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-21-051503 · doc4.xml · nonDerivative · entry 6

TA ASSOCIATES, L.P. · CIK 0001034569 · Director · 10% owner

TA XI DO AIV, L.P. · CIK 0001609536 · Director · 10% owner

TA SDF III DO AIV, L.P. · CIK 0001609553 · Director · 10% owner

TA Atlantic & Pacific VII-A L.P. · CIK 0001548681 · Director · 10% owner

TA INVESTORS IV, L.P. · CIK 0001578035 · Director · 10% owner

TA SDF III DO AIV II, L.P. · CIK 0001812605 · Director · 10% owner

TA XI DO AIV II, L.P. · CIK 0001812606 · Director · 10% owner

TA AP VII-B DO Subsidiary Partnership, L.P. · CIK 0001812579 · Director · 10% owner

TA SDF III DO Feeder, L.P. · CIK 0001609557 · Director · 10% owner

TA XI DO Feeder, L.P. · CIK 0001609539 · Director · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 244,196

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

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

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

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

Read SEC document
August 11, 2021 Filed Aug 13, 2021 20:25 UTC ZoomInfo Technologies Inc. ZI · Entity 1794 ConversionClass A Common Stock 4,605 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-21-051503 · doc4.xml · nonDerivative · entry 5

TA ASSOCIATES, L.P. · CIK 0001034569 · Director · 10% owner

TA XI DO AIV, L.P. · CIK 0001609536 · Director · 10% owner

TA SDF III DO AIV, L.P. · CIK 0001609553 · Director · 10% owner

TA Atlantic & Pacific VII-A L.P. · CIK 0001548681 · Director · 10% owner

TA INVESTORS IV, L.P. · CIK 0001578035 · Director · 10% owner

TA SDF III DO AIV II, L.P. · CIK 0001812605 · Director · 10% owner

TA XI DO AIV II, L.P. · CIK 0001812606 · Director · 10% owner

TA AP VII-B DO Subsidiary Partnership, L.P. · CIK 0001812579 · Director · 10% owner

TA SDF III DO Feeder, L.P. · CIK 0001609557 · Director · 10% owner

TA XI DO Feeder, L.P. · CIK 0001609539 · Director · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 4,605

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

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

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

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

Read SEC document
August 11, 2021 Filed Aug 13, 2021 20:25 UTC ZoomInfo Technologies Inc. ZI · Entity 1794 ConversionClass A Common Stock 138,686 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-21-051503 · doc4.xml · nonDerivative · entry 4

TA ASSOCIATES, L.P. · CIK 0001034569 · Director · 10% owner

TA XI DO AIV, L.P. · CIK 0001609536 · Director · 10% owner

TA SDF III DO AIV, L.P. · CIK 0001609553 · Director · 10% owner

TA Atlantic & Pacific VII-A L.P. · CIK 0001548681 · Director · 10% owner

TA INVESTORS IV, L.P. · CIK 0001578035 · Director · 10% owner

TA SDF III DO AIV II, L.P. · CIK 0001812605 · Director · 10% owner

TA XI DO AIV II, L.P. · CIK 0001812606 · Director · 10% owner

TA AP VII-B DO Subsidiary Partnership, L.P. · CIK 0001812579 · Director · 10% owner

TA SDF III DO Feeder, L.P. · CIK 0001609557 · Director · 10% owner

TA XI DO Feeder, L.P. · CIK 0001609539 · Director · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 138,686

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

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

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

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

Read SEC document
August 11, 2021 Filed Aug 13, 2021 20:25 UTC ZoomInfo Technologies Inc. ZI · Entity 1794 ConversionClass A Common Stock 644,891 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-21-051503 · doc4.xml · nonDerivative · entry 3

TA ASSOCIATES, L.P. · CIK 0001034569 · Director · 10% owner

TA XI DO AIV, L.P. · CIK 0001609536 · Director · 10% owner

TA SDF III DO AIV, L.P. · CIK 0001609553 · Director · 10% owner

TA Atlantic & Pacific VII-A L.P. · CIK 0001548681 · Director · 10% owner

TA INVESTORS IV, L.P. · CIK 0001578035 · Director · 10% owner

TA SDF III DO AIV II, L.P. · CIK 0001812605 · Director · 10% owner

TA XI DO AIV II, L.P. · CIK 0001812606 · Director · 10% owner

TA AP VII-B DO Subsidiary Partnership, L.P. · CIK 0001812579 · Director · 10% owner

TA SDF III DO Feeder, L.P. · CIK 0001609557 · Director · 10% owner

TA XI DO Feeder, L.P. · CIK 0001609539 · Director · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 644,891

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

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

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

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

Read SEC document
August 11, 2021 Filed Aug 13, 2021 20:25 UTC ZoomInfo Technologies Inc. ZI · Entity 1794 ConversionClass A Common Stock 96,399 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-21-051503 · doc4.xml · nonDerivative · entry 2

TA ASSOCIATES, L.P. · CIK 0001034569 · Director · 10% owner

TA XI DO AIV, L.P. · CIK 0001609536 · Director · 10% owner

TA SDF III DO AIV, L.P. · CIK 0001609553 · Director · 10% owner

TA Atlantic & Pacific VII-A L.P. · CIK 0001548681 · Director · 10% owner

TA INVESTORS IV, L.P. · CIK 0001578035 · Director · 10% owner

TA SDF III DO AIV II, L.P. · CIK 0001812605 · Director · 10% owner

TA XI DO AIV II, L.P. · CIK 0001812606 · Director · 10% owner

TA AP VII-B DO Subsidiary Partnership, L.P. · CIK 0001812579 · Director · 10% owner

TA SDF III DO Feeder, L.P. · CIK 0001609557 · Director · 10% owner

TA XI DO Feeder, L.P. · CIK 0001609539 · Director · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 96,399

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

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

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

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

Read SEC document
August 11, 2021 Filed Aug 13, 2021 20:25 UTC ZoomInfo Technologies Inc. ZI · Entity 1794 ConversionClass A Common Stock 3,734,187 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-21-051503 · doc4.xml · nonDerivative · entry 1

TA ASSOCIATES, L.P. · CIK 0001034569 · Director · 10% owner

TA XI DO AIV, L.P. · CIK 0001609536 · Director · 10% owner

TA SDF III DO AIV, L.P. · CIK 0001609553 · Director · 10% owner

TA Atlantic & Pacific VII-A L.P. · CIK 0001548681 · Director · 10% owner

TA INVESTORS IV, L.P. · CIK 0001578035 · Director · 10% owner

TA SDF III DO AIV II, L.P. · CIK 0001812605 · Director · 10% owner

TA XI DO AIV II, L.P. · CIK 0001812606 · Director · 10% owner

TA AP VII-B DO Subsidiary Partnership, L.P. · CIK 0001812579 · Director · 10% owner

TA SDF III DO Feeder, L.P. · CIK 0001609557 · Director · 10% owner

TA XI DO Feeder, L.P. · CIK 0001609539 · Director · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 3,734,187

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

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

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

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

Read SEC document
August 09, 2021 Filed Aug 11, 2021 16:55 UTC ZoomInfo Technologies Inc. ZI · Entity 1794 ConversionClass C Common Stock · Derivative 456,260 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-050887 · doc4.xml · derivative · entry 30

TA ASSOCIATES, L.P. · CIK 0001034569 · Director · 10% owner

TA XI DO AIV, L.P. · CIK 0001609536 · Director · 10% owner

TA SDF III DO AIV, L.P. · CIK 0001609553 · Director · 10% owner

TA Atlantic & Pacific VII-A L.P. · CIK 0001548681 · Director · 10% owner

TA INVESTORS IV, L.P. · CIK 0001578035 · Director · 10% owner

TA SDF III DO AIV II, L.P. · CIK 0001812605 · Director · 10% owner

TA XI DO AIV II, L.P. · CIK 0001812606 · Director · 10% owner

TA AP VII-B DO Subsidiary Partnership, L.P. · CIK 0001812579 · Director · 10% owner

TA SDF III DO Feeder, L.P. · CIK 0001609557 · Director · 10% owner

TA XI DO Feeder, L.P. · CIK 0001609539 · Director · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 9,133,443

Underlying: Class A Common Stock · 456,260 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.

F17 · derivative.exercise_price: The Class C Common Stock is convertible at the option of the holder on a one-for-one basis for shares of Class A Common Stock of the Issuer and has no expiration date. Upon any transfer of shares of Class C Common Stock, whether or not for value, each such transferred share will automatically convert into one share of Class A Common Stock, except for certain transfers described in the Issuer's amended and restated certificate of incorporation. The shares of Class C Common Stock will convert automatically into Class A Common Stock, on a one-for-one basis, when the aggregate number of outstanding shares of the Company's Class B Common Stock and Class C Common Stock represents less than 5% of the aggregate number of the Company's outstanding shares of Common Stock. The shares of Class C Common Stock have ten votes per share.

F17 · derivative.exercise_date: The Class C Common Stock is convertible at the option of the holder on a one-for-one basis for shares of Class A Common Stock of the Issuer and has no expiration date. Upon any transfer of shares of Class C Common Stock, whether or not for value, each such transferred share will automatically convert into one share of Class A Common Stock, except for certain transfers described in the Issuer's amended and restated certificate of incorporation. The shares of Class C Common Stock will convert automatically into Class A Common Stock, on a one-for-one basis, when the aggregate number of outstanding shares of the Company's Class B Common Stock and Class C Common Stock represents less than 5% of the aggregate number of the Company's outstanding shares of Common Stock. The shares of Class C Common Stock have ten votes per share.

F17 · derivative.expiration_date: The Class C Common Stock is convertible at the option of the holder on a one-for-one basis for shares of Class A Common Stock of the Issuer and has no expiration date. Upon any transfer of shares of Class C Common Stock, whether or not for value, each such transferred share will automatically convert into one share of Class A Common Stock, except for certain transfers described in the Issuer's amended and restated certificate of incorporation. The shares of Class C Common Stock will convert automatically into Class A Common Stock, on a one-for-one basis, when the aggregate number of outstanding shares of the Company's Class B Common Stock and Class C Common Stock represents less than 5% of the aggregate number of the Company's outstanding shares of Common Stock. The shares of Class C Common Stock have ten votes per share.

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

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

Read SEC document
August 09, 2021 Filed Aug 11, 2021 16:55 UTC ZoomInfo Technologies Inc. ZI · Entity 1794 ConversionClass C Common Stock · Derivative 508,554 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-050887 · doc4.xml · derivative · entry 29

TA ASSOCIATES, L.P. · CIK 0001034569 · Director · 10% owner

TA XI DO AIV, L.P. · CIK 0001609536 · Director · 10% owner

TA SDF III DO AIV, L.P. · CIK 0001609553 · Director · 10% owner

TA Atlantic & Pacific VII-A L.P. · CIK 0001548681 · Director · 10% owner

TA INVESTORS IV, L.P. · CIK 0001578035 · Director · 10% owner

TA SDF III DO AIV II, L.P. · CIK 0001812605 · Director · 10% owner

TA XI DO AIV II, L.P. · CIK 0001812606 · Director · 10% owner

TA AP VII-B DO Subsidiary Partnership, L.P. · CIK 0001812579 · Director · 10% owner

TA SDF III DO Feeder, L.P. · CIK 0001609557 · Director · 10% owner

TA XI DO Feeder, L.P. · CIK 0001609539 · Director · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 10,180,271

Underlying: Class A Common Stock · 508,554 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.

F17 · derivative.exercise_price: The Class C Common Stock is convertible at the option of the holder on a one-for-one basis for shares of Class A Common Stock of the Issuer and has no expiration date. Upon any transfer of shares of Class C Common Stock, whether or not for value, each such transferred share will automatically convert into one share of Class A Common Stock, except for certain transfers described in the Issuer's amended and restated certificate of incorporation. The shares of Class C Common Stock will convert automatically into Class A Common Stock, on a one-for-one basis, when the aggregate number of outstanding shares of the Company's Class B Common Stock and Class C Common Stock represents less than 5% of the aggregate number of the Company's outstanding shares of Common Stock. The shares of Class C Common Stock have ten votes per share.

F17 · derivative.exercise_date: The Class C Common Stock is convertible at the option of the holder on a one-for-one basis for shares of Class A Common Stock of the Issuer and has no expiration date. Upon any transfer of shares of Class C Common Stock, whether or not for value, each such transferred share will automatically convert into one share of Class A Common Stock, except for certain transfers described in the Issuer's amended and restated certificate of incorporation. The shares of Class C Common Stock will convert automatically into Class A Common Stock, on a one-for-one basis, when the aggregate number of outstanding shares of the Company's Class B Common Stock and Class C Common Stock represents less than 5% of the aggregate number of the Company's outstanding shares of Common Stock. The shares of Class C Common Stock have ten votes per share.

F17 · derivative.expiration_date: The Class C Common Stock is convertible at the option of the holder on a one-for-one basis for shares of Class A Common Stock of the Issuer and has no expiration date. Upon any transfer of shares of Class C Common Stock, whether or not for value, each such transferred share will automatically convert into one share of Class A Common Stock, except for certain transfers described in the Issuer's amended and restated certificate of incorporation. The shares of Class C Common Stock will convert automatically into Class A Common Stock, on a one-for-one basis, when the aggregate number of outstanding shares of the Company's Class B Common Stock and Class C Common Stock represents less than 5% of the aggregate number of the Company's outstanding shares of Common Stock. The shares of Class C Common Stock have ten votes per share.

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

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

Read SEC document
August 09, 2021 Filed Aug 11, 2021 16:55 UTC ZoomInfo Technologies Inc. ZI · Entity 1794 ConversionClass C Common Stock · Derivative 9,591 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-050887 · doc4.xml · derivative · entry 28

TA ASSOCIATES, L.P. · CIK 0001034569 · Director · 10% owner

TA XI DO AIV, L.P. · CIK 0001609536 · Director · 10% owner

TA SDF III DO AIV, L.P. · CIK 0001609553 · Director · 10% owner

TA Atlantic & Pacific VII-A L.P. · CIK 0001548681 · Director · 10% owner

TA INVESTORS IV, L.P. · CIK 0001578035 · Director · 10% owner

TA SDF III DO AIV II, L.P. · CIK 0001812605 · Director · 10% owner

TA XI DO AIV II, L.P. · CIK 0001812606 · Director · 10% owner

TA AP VII-B DO Subsidiary Partnership, L.P. · CIK 0001812579 · Director · 10% owner

TA SDF III DO Feeder, L.P. · CIK 0001609557 · Director · 10% owner

TA XI DO Feeder, L.P. · CIK 0001609539 · Director · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 191,973

Underlying: Class A Common Stock · 9,591 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.

F17 · derivative.exercise_price: The Class C Common Stock is convertible at the option of the holder on a one-for-one basis for shares of Class A Common Stock of the Issuer and has no expiration date. Upon any transfer of shares of Class C Common Stock, whether or not for value, each such transferred share will automatically convert into one share of Class A Common Stock, except for certain transfers described in the Issuer's amended and restated certificate of incorporation. The shares of Class C Common Stock will convert automatically into Class A Common Stock, on a one-for-one basis, when the aggregate number of outstanding shares of the Company's Class B Common Stock and Class C Common Stock represents less than 5% of the aggregate number of the Company's outstanding shares of Common Stock. The shares of Class C Common Stock have ten votes per share.

F17 · derivative.exercise_date: The Class C Common Stock is convertible at the option of the holder on a one-for-one basis for shares of Class A Common Stock of the Issuer and has no expiration date. Upon any transfer of shares of Class C Common Stock, whether or not for value, each such transferred share will automatically convert into one share of Class A Common Stock, except for certain transfers described in the Issuer's amended and restated certificate of incorporation. The shares of Class C Common Stock will convert automatically into Class A Common Stock, on a one-for-one basis, when the aggregate number of outstanding shares of the Company's Class B Common Stock and Class C Common Stock represents less than 5% of the aggregate number of the Company's outstanding shares of Common Stock. The shares of Class C Common Stock have ten votes per share.

F17 · derivative.expiration_date: The Class C Common Stock is convertible at the option of the holder on a one-for-one basis for shares of Class A Common Stock of the Issuer and has no expiration date. Upon any transfer of shares of Class C Common Stock, whether or not for value, each such transferred share will automatically convert into one share of Class A Common Stock, except for certain transfers described in the Issuer's amended and restated certificate of incorporation. The shares of Class C Common Stock will convert automatically into Class A Common Stock, on a one-for-one basis, when the aggregate number of outstanding shares of the Company's Class B Common Stock and Class C Common Stock represents less than 5% of the aggregate number of the Company's outstanding shares of Common Stock. The shares of Class C Common Stock have ten votes per share.

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

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

Read SEC document
August 09, 2021 Filed Aug 11, 2021 16:55 UTC ZoomInfo Technologies Inc. ZI · Entity 1794 ConversionUnits of ZoomInfo Holdings LLC · Derivative 114,065 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-050887 · doc4.xml · derivative · entry 27

TA ASSOCIATES, L.P. · CIK 0001034569 · Director · 10% owner

TA XI DO AIV, L.P. · CIK 0001609536 · Director · 10% owner

TA SDF III DO AIV, L.P. · CIK 0001609553 · Director · 10% owner

TA Atlantic & Pacific VII-A L.P. · CIK 0001548681 · Director · 10% owner

TA INVESTORS IV, L.P. · CIK 0001578035 · Director · 10% owner

TA SDF III DO AIV II, L.P. · CIK 0001812605 · Director · 10% owner

TA XI DO AIV II, L.P. · CIK 0001812606 · Director · 10% owner

TA AP VII-B DO Subsidiary Partnership, L.P. · CIK 0001812579 · Director · 10% owner

TA SDF III DO Feeder, L.P. · CIK 0001609557 · Director · 10% owner

TA XI DO Feeder, L.P. · CIK 0001609539 · Director · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 2,341,243

Underlying: Class A Common Stock · 114,065 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.

F16 · derivative.exercise_price: Units of Opco represent limited liability company units of Opco and a corresponding number of shares of Class B Common Stock of the Issuer, which together are exchangeable at the option of the holder on a one-for-one basis for shares of Class A Common Stock of the Issuer, subject to customary conversion rate adjustments for stock splits, stock dividends, and reclassifications, pursuant to the amended and restated limited liability company agreement of Opco and have no expiration date. The shares of Class B Common Stock (i) confer no incidents of economic ownership on the holders thereof and (ii) only confer ten-to-one voting rights on the holders thereof.

F16 · derivative.exercise_date: Units of Opco represent limited liability company units of Opco and a corresponding number of shares of Class B Common Stock of the Issuer, which together are exchangeable at the option of the holder on a one-for-one basis for shares of Class A Common Stock of the Issuer, subject to customary conversion rate adjustments for stock splits, stock dividends, and reclassifications, pursuant to the amended and restated limited liability company agreement of Opco and have no expiration date. The shares of Class B Common Stock (i) confer no incidents of economic ownership on the holders thereof and (ii) only confer ten-to-one voting rights on the holders thereof.

F16 · derivative.expiration_date: Units of Opco represent limited liability company units of Opco and a corresponding number of shares of Class B Common Stock of the Issuer, which together are exchangeable at the option of the holder on a one-for-one basis for shares of Class A Common Stock of the Issuer, subject to customary conversion rate adjustments for stock splits, stock dividends, and reclassifications, pursuant to the amended and restated limited liability company agreement of Opco and have no expiration date. The shares of Class B Common Stock (i) confer no incidents of economic ownership on the holders thereof and (ii) only confer ten-to-one voting rights on the holders thereof.

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

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

Read SEC document
August 09, 2021 Filed Aug 11, 2021 16:55 UTC ZoomInfo Technologies Inc. ZI · Entity 1794 ConversionUnits of ZoomInfo Holdings LLC · Derivative 127,138 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-050887 · doc4.xml · derivative · entry 26

TA ASSOCIATES, L.P. · CIK 0001034569 · Director · 10% owner

TA XI DO AIV, L.P. · CIK 0001609536 · Director · 10% owner

TA SDF III DO AIV, L.P. · CIK 0001609553 · Director · 10% owner

TA Atlantic & Pacific VII-A L.P. · CIK 0001548681 · Director · 10% owner

TA INVESTORS IV, L.P. · CIK 0001578035 · Director · 10% owner

TA SDF III DO AIV II, L.P. · CIK 0001812605 · Director · 10% owner

TA XI DO AIV II, L.P. · CIK 0001812606 · Director · 10% owner

TA AP VII-B DO Subsidiary Partnership, L.P. · CIK 0001812579 · Director · 10% owner

TA SDF III DO Feeder, L.P. · CIK 0001609557 · Director · 10% owner

TA XI DO Feeder, L.P. · CIK 0001609539 · Director · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 2,607,405

Underlying: Class A Common Stock · 127,138 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.

F16 · derivative.exercise_price: Units of Opco represent limited liability company units of Opco and a corresponding number of shares of Class B Common Stock of the Issuer, which together are exchangeable at the option of the holder on a one-for-one basis for shares of Class A Common Stock of the Issuer, subject to customary conversion rate adjustments for stock splits, stock dividends, and reclassifications, pursuant to the amended and restated limited liability company agreement of Opco and have no expiration date. The shares of Class B Common Stock (i) confer no incidents of economic ownership on the holders thereof and (ii) only confer ten-to-one voting rights on the holders thereof.

F16 · derivative.exercise_date: Units of Opco represent limited liability company units of Opco and a corresponding number of shares of Class B Common Stock of the Issuer, which together are exchangeable at the option of the holder on a one-for-one basis for shares of Class A Common Stock of the Issuer, subject to customary conversion rate adjustments for stock splits, stock dividends, and reclassifications, pursuant to the amended and restated limited liability company agreement of Opco and have no expiration date. The shares of Class B Common Stock (i) confer no incidents of economic ownership on the holders thereof and (ii) only confer ten-to-one voting rights on the holders thereof.

F16 · derivative.expiration_date: Units of Opco represent limited liability company units of Opco and a corresponding number of shares of Class B Common Stock of the Issuer, which together are exchangeable at the option of the holder on a one-for-one basis for shares of Class A Common Stock of the Issuer, subject to customary conversion rate adjustments for stock splits, stock dividends, and reclassifications, pursuant to the amended and restated limited liability company agreement of Opco and have no expiration date. The shares of Class B Common Stock (i) confer no incidents of economic ownership on the holders thereof and (ii) only confer ten-to-one voting rights on the holders thereof.

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

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

Read SEC document
August 09, 2021 Filed Aug 11, 2021 16:55 UTC ZoomInfo Technologies Inc. ZI · Entity 1794 ConversionUnits of ZoomInfo Holdings LLC · Derivative 2,398 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-050887 · doc4.xml · derivative · entry 25

TA ASSOCIATES, L.P. · CIK 0001034569 · Director · 10% owner

TA XI DO AIV, L.P. · CIK 0001609536 · Director · 10% owner

TA SDF III DO AIV, L.P. · CIK 0001609553 · Director · 10% owner

TA Atlantic & Pacific VII-A L.P. · CIK 0001548681 · Director · 10% owner

TA INVESTORS IV, L.P. · CIK 0001578035 · Director · 10% owner

TA SDF III DO AIV II, L.P. · CIK 0001812605 · Director · 10% owner

TA XI DO AIV II, L.P. · CIK 0001812606 · Director · 10% owner

TA AP VII-B DO Subsidiary Partnership, L.P. · CIK 0001812579 · Director · 10% owner

TA SDF III DO Feeder, L.P. · CIK 0001609557 · Director · 10% owner

TA XI DO Feeder, L.P. · CIK 0001609539 · Director · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 49,179

Underlying: Class A Common Stock · 2,398 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.

F16 · derivative.exercise_price: Units of Opco represent limited liability company units of Opco and a corresponding number of shares of Class B Common Stock of the Issuer, which together are exchangeable at the option of the holder on a one-for-one basis for shares of Class A Common Stock of the Issuer, subject to customary conversion rate adjustments for stock splits, stock dividends, and reclassifications, pursuant to the amended and restated limited liability company agreement of Opco and have no expiration date. The shares of Class B Common Stock (i) confer no incidents of economic ownership on the holders thereof and (ii) only confer ten-to-one voting rights on the holders thereof.

F16 · derivative.exercise_date: Units of Opco represent limited liability company units of Opco and a corresponding number of shares of Class B Common Stock of the Issuer, which together are exchangeable at the option of the holder on a one-for-one basis for shares of Class A Common Stock of the Issuer, subject to customary conversion rate adjustments for stock splits, stock dividends, and reclassifications, pursuant to the amended and restated limited liability company agreement of Opco and have no expiration date. The shares of Class B Common Stock (i) confer no incidents of economic ownership on the holders thereof and (ii) only confer ten-to-one voting rights on the holders thereof.

F16 · derivative.expiration_date: Units of Opco represent limited liability company units of Opco and a corresponding number of shares of Class B Common Stock of the Issuer, which together are exchangeable at the option of the holder on a one-for-one basis for shares of Class A Common Stock of the Issuer, subject to customary conversion rate adjustments for stock splits, stock dividends, and reclassifications, pursuant to the amended and restated limited liability company agreement of Opco and have no expiration date. The shares of Class B Common Stock (i) confer no incidents of economic ownership on the holders thereof and (ii) only confer ten-to-one voting rights on the holders thereof.

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

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

Read SEC document
August 09, 2021 Filed Aug 11, 2021 16:55 UTC ZoomInfo Technologies Inc. ZI · Entity 1794 ConversionUnits of ZoomInfo Holdings LLC · Derivative 72,206 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-050887 · doc4.xml · derivative · entry 24

TA ASSOCIATES, L.P. · CIK 0001034569 · Director · 10% owner

TA XI DO AIV, L.P. · CIK 0001609536 · Director · 10% owner

TA SDF III DO AIV, L.P. · CIK 0001609553 · Director · 10% owner

TA Atlantic & Pacific VII-A L.P. · CIK 0001548681 · Director · 10% owner

TA INVESTORS IV, L.P. · CIK 0001578035 · Director · 10% owner

TA SDF III DO AIV II, L.P. · CIK 0001812605 · Director · 10% owner

TA XI DO AIV II, L.P. · CIK 0001812606 · Director · 10% owner

TA AP VII-B DO Subsidiary Partnership, L.P. · CIK 0001812579 · Director · 10% owner

TA SDF III DO Feeder, L.P. · CIK 0001609557 · Director · 10% owner

TA XI DO Feeder, L.P. · CIK 0001609539 · Director · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 1,445,418

Underlying: Class A Common Stock · 72,206 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.

F16 · derivative.exercise_price: Units of Opco represent limited liability company units of Opco and a corresponding number of shares of Class B Common Stock of the Issuer, which together are exchangeable at the option of the holder on a one-for-one basis for shares of Class A Common Stock of the Issuer, subject to customary conversion rate adjustments for stock splits, stock dividends, and reclassifications, pursuant to the amended and restated limited liability company agreement of Opco and have no expiration date. The shares of Class B Common Stock (i) confer no incidents of economic ownership on the holders thereof and (ii) only confer ten-to-one voting rights on the holders thereof.

F16 · derivative.exercise_date: Units of Opco represent limited liability company units of Opco and a corresponding number of shares of Class B Common Stock of the Issuer, which together are exchangeable at the option of the holder on a one-for-one basis for shares of Class A Common Stock of the Issuer, subject to customary conversion rate adjustments for stock splits, stock dividends, and reclassifications, pursuant to the amended and restated limited liability company agreement of Opco and have no expiration date. The shares of Class B Common Stock (i) confer no incidents of economic ownership on the holders thereof and (ii) only confer ten-to-one voting rights on the holders thereof.

F16 · derivative.expiration_date: Units of Opco represent limited liability company units of Opco and a corresponding number of shares of Class B Common Stock of the Issuer, which together are exchangeable at the option of the holder on a one-for-one basis for shares of Class A Common Stock of the Issuer, subject to customary conversion rate adjustments for stock splits, stock dividends, and reclassifications, pursuant to the amended and restated limited liability company agreement of Opco and have no expiration date. The shares of Class B Common Stock (i) confer no incidents of economic ownership on the holders thereof and (ii) only confer ten-to-one voting rights on the holders thereof.

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

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

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