person · Reporting owner
Hays Joseph Christopher
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ZoomInfo Technologies Inc.ZI · Entity 1794 | Pres, Chief Operating Officer | August 02, 2023 | August 04, 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.
ZoomInfo Technologies Inc.
Report date August 02, 2023 · Filed August 04, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 563,803 |
Ending reported balance
After 2023-08-02 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2023-08-02 · Exercise / conversion · Acquired 469 · Balance 561,310 F1: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting settled into shares of Common Stock on a one-for-one basis. Row 2 · 2023-08-02 · Exercise / conversion · Acquired 4,464 · Balance 565,774 F1: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting settled into shares of Common Stock on a one-for-one basis. Row 3 · 2023-08-02 · Tax withholding · Disposed 1,971 · Balance 563,803 F2: Reflects shares withheld to cover the Reporting Person's tax liability in connection with the vesting of the HSKB Phantom Units reported herein. |
| HSKB Phantom UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-08-02 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-08-02 · Exercise / conversion · Disposed 469 · Balance 0 F1: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting settled into shares of Common Stock on a one-for-one basis. F3: Reflects an original amount of 22,500 HSKB Phantom Units of which 50% vested on July 1, 2021 and with the remaining HSKB Phantom Units vesting in equal monthly installments over the two year period following July 1, 2021, in each case, subject to a continued service relationship through such vesting dates, subject to potential accelerated vesting upon certain change in control events and other vesting conditions. |
| HSKB Phantom UnitsSEC Table II · derivative / convertible security | Direct | 13,394 |
Reported balance
After 2023-08-02 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2023-08-02 · Exercise / conversion · Disposed 4,464 · Balance 13,394 F1: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting settled into shares of Common Stock on a one-for-one basis. F4: The Reporting Person received an original grant of 17,858 HSKB Phantom units, which vests in equal quarterly installments during the 12 months following April 1, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting settled into shares of Common Stock on a one-for-one basis.
F2: Reflects shares withheld to cover the Reporting Person's tax liability in connection with the vesting of the HSKB Phantom Units reported herein.
F3: Reflects an original amount of 22,500 HSKB Phantom Units of which 50% vested on July 1, 2021 and with the remaining HSKB Phantom Units vesting in equal monthly installments over the two year period following July 1, 2021, in each case, subject to a continued service relationship through such vesting dates, subject to potential accelerated vesting upon certain change in control events and other vesting conditions.
F4: The Reporting Person received an original grant of 17,858 HSKB Phantom units, which vests in equal quarterly installments during the 12 months following April 1, 2023.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 14, 2021 Filed Dec 21, 2021 18:11 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | GiftClass A Common Stock | 7,845 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-21-000374 · wf-form4_164012826689119.xml · nonDerivative · entry 1 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 839,304 Read SEC document |
| December 13, 2021 Filed Dec 15, 2021 17:40 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 3,942 | $64.53 | $254,365.83 |
DisclosureSEC source: 0001794515-21-000369 · wf-form4_163960800135156.xml · nonDerivative · entry 4 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 847,149 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $64.23 to $65.09, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| December 13, 2021 Filed Dec 15, 2021 17:40 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 12,385 | $63.63 | $788,081.08 |
DisclosureSEC source: 0001794515-21-000369 · wf-form4_163960800135156.xml · nonDerivative · entry 3 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 851,091 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $63.23 to $64.21, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| December 13, 2021 Filed Dec 15, 2021 17:40 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 31,065 | $62.62 | $1,945,330.68 |
DisclosureSEC source: 0001794515-21-000369 · wf-form4_163960800135156.xml · nonDerivative · entry 2 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 863,476 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $62.23 to $63.22, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| December 13, 2021 Filed Dec 15, 2021 17:40 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 13,360 | $61.97 | $827,925.88 |
DisclosureSEC source: 0001794515-21-000369 · wf-form4_163960800135156.xml · nonDerivative · entry 1 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 894,541 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $61.23 to $62.22, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| December 06, 2021 Filed Dec 8, 2021 16:26 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 28,753 | $60.17 | $1,729,999.00 |
DisclosureSEC source: 0001794515-21-000365 · wf-form4_163899880348640.xml · nonDerivative · entry 5 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 907,901 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $60.00 to $60.58, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| December 06, 2021 Filed Dec 8, 2021 16:26 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 22,899 | $59.65 | $1,365,833.75 |
DisclosureSEC source: 0001794515-21-000365 · wf-form4_163899880348640.xml · nonDerivative · entry 4 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 936,654 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $59.00 to $59.99, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| December 06, 2021 Filed Dec 8, 2021 16:26 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 3,400 | $58.37 | $198,445.08 |
DisclosureSEC source: 0001794515-21-000365 · wf-form4_163899880348640.xml · nonDerivative · entry 3 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 959,553 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $58.00 to $58.99, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| December 06, 2021 Filed Dec 8, 2021 16:26 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 3,700 | $57.54 | $212,905.03 |
DisclosureSEC source: 0001794515-21-000365 · wf-form4_163899880348640.xml · nonDerivative · entry 2 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 962,953 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $57.00 to $57.99, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| December 06, 2021 Filed Dec 8, 2021 16:26 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 2,000 | $56.44 | $112,871.40 |
DisclosureSEC source: 0001794515-21-000365 · wf-form4_163899880348640.xml · nonDerivative · entry 1 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 966,653 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $55.945 to $56.81, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| December 01, 2021 Filed Dec 2, 2021 16:38 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionLLC Units of HSKB Funds, LLC · Derivative | 5,315 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-21-000357 · wf-form4_163848111040529.xml · derivative · entry 6 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,838 Underlying: Class A Common Stock · 5,315 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Reflects LLC Units of HSKB Funds, LLC ("HSKB Units") that upon vesting settled into shares of Class A Common Stock on a one-for-one basis. F2 · kind: Reflects LLC Units of HSKB Funds, LLC ("HSKB Units") that upon vesting settled into shares of Class A Common Stock on a one-for-one basis. F7 · derivative.exercise_date: Reflects an original amount of 255,124 HSKB Units of which 101,297 vested on December 5, 2020, 42,208 vested on December 14, 2020 and the remaining unvested portion vests in twenty-one equal monthly installments beginning on January 1, 2021, subject to accelerated vesting upon certain change in control events and other vesting conditions. F7 · derivative.expiration_date: Reflects an original amount of 255,124 HSKB Units of which 101,297 vested on December 5, 2020, 42,208 vested on December 14, 2020 and the remaining unvested portion vests in twenty-one equal monthly installments beginning on January 1, 2021, subject to accelerated vesting upon certain change in control events and other vesting conditions. Read SEC document |
| December 01, 2021 Filed Dec 2, 2021 16:38 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionHSKB Phantom Units · Derivative | 468 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-21-000357 · wf-form4_163848111040529.xml · derivative · entry 5 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,907 Underlying: Class A Common Stock · 468 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting settled into shares of Class A Common Stock on a one-for-one basis. F1 · kind: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting settled into shares of Class A Common Stock on a one-for-one basis. F6 · derivative.exercise_date: Reflects an original amount of 22,500 HSKB Phantom Units of which 50% vested on July 1, 2021 and with the remaining HSKB Phantom Units vesting in equal monthly installments over the two year period following July 1, 2021, in each case, subject to a continued service relationship through such vesting dates, subject to potential accelerated vesting upon certain change in control events and other vesting conditions. F6 · derivative.expiration_date: Reflects an original amount of 22,500 HSKB Phantom Units of which 50% vested on July 1, 2021 and with the remaining HSKB Phantom Units vesting in equal monthly installments over the two year period following July 1, 2021, in each case, subject to a continued service relationship through such vesting dates, subject to potential accelerated vesting upon certain change in control events and other vesting conditions. Read SEC document |
| December 01, 2021 Filed Dec 2, 2021 16:38 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 1,651 | $63.24 | $104,409.41 |
DisclosureSEC source: 0001794515-21-000357 · wf-form4_163848111040529.xml · nonDerivative · entry 4 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 968,653 F4 · kind: Reflects shares sold to cover the Reporting Person's tax liability in connection with the vesting of the HSKB Units reported herein. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $62.98 to $63.47, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| December 01, 2021 Filed Dec 2, 2021 16:38 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Tax withholdingClass A Common Stock | 186 | $61.70 | $11,476.20 |
DisclosureSEC source: 0001794515-21-000357 · wf-form4_163848111040529.xml · nonDerivative · entry 3 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 970,304 F3 · kind: Reflects shares withheld to cover the Reporting Person's tax liability in connection with the vesting of the HSKB Phantom Units reported herein. Read SEC document |
| December 01, 2021 Filed Dec 2, 2021 16:38 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionClass A Common Stock | 5,315 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-21-000357 · wf-form4_163848111040529.xml · nonDerivative · entry 2 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 970,490 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · kind: Reflects LLC Units of HSKB Funds, LLC ("HSKB Units") that upon vesting settled into shares of Class A Common Stock on a one-for-one basis. F2 · price: Reflects LLC Units of HSKB Funds, LLC ("HSKB Units") that upon vesting settled into shares of Class A Common Stock on a one-for-one basis. Read SEC document |
| December 01, 2021 Filed Dec 2, 2021 16:38 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionClass A Common Stock | 468 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-21-000357 · wf-form4_163848111040529.xml · nonDerivative · entry 1 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 965,175 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting settled into shares of Class A Common Stock on a one-for-one basis. F1 · price: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting settled into shares of Class A Common Stock on a one-for-one basis. Read SEC document |
| November 29, 2021 Filed Dec 1, 2021 18:12 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 12,311 | $70.55 | $868,552.13 |
DisclosureSEC source: 0001794515-21-000353 · wf-form4_163840032767595.xml · nonDerivative · entry 2 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 964,707 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $70.34 to $71.22, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| November 29, 2021 Filed Dec 1, 2021 18:12 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 48,441 | $70.00 | $3,390,991.10 |
DisclosureSEC source: 0001794515-21-000353 · wf-form4_163840032767595.xml · nonDerivative · entry 1 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 977,018 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $69.34 to $70.33, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| November 22, 2021 Filed Nov 23, 2021 16:23 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 8,200 | $76.86 | $630,229.86 |
DisclosureSEC source: 0001794515-21-000351 · wf-form4_163770261857896.xml · nonDerivative · entry 5 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,025,459 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $76.64 to $77.25, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| November 22, 2021 Filed Nov 23, 2021 16:23 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 15,441 | $76.20 | $1,176,619.64 |
DisclosureSEC source: 0001794515-21-000351 · wf-form4_163770261857896.xml · nonDerivative · entry 4 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,033,659 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $75.64 to $76.63, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| November 22, 2021 Filed Nov 23, 2021 16:23 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 6,958 | $74.85 | $520,828.57 |
DisclosureSEC source: 0001794515-21-000351 · wf-form4_163770261857896.xml · nonDerivative · entry 3 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,049,100 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $74.64 to $75.57, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| November 22, 2021 Filed Nov 23, 2021 16:23 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 27,368 | $74.08 | $2,027,303.76 |
DisclosureSEC source: 0001794515-21-000351 · wf-form4_163770261857896.xml · nonDerivative · entry 2 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,056,058 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $73.62 to $74.60, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| November 22, 2021 Filed Nov 23, 2021 16:23 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 9,655 | $73.18 | $706,532.62 |
DisclosureSEC source: 0001794515-21-000351 · wf-form4_163770261857896.xml · nonDerivative · entry 1 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,083,426 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $72.59 to $73.55, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 16:48 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 37,405 | $75.07 | $2,807,907.32 |
DisclosureSEC source: 0001794515-21-000347 · wf-form4_163718572014240.xml · nonDerivative · entry 2 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,093,081 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $74.74 to $75.51, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 16:48 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 26,504 | $74.38 | $1,971,343.67 |
DisclosureSEC source: 0001794515-21-000347 · wf-form4_163718572014240.xml · nonDerivative · entry 1 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,130,486 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $73.74 to $74.73, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| November 03, 2021 Filed Nov 5, 2021 16:43 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionLLC Units of HSKB Funds, LLC · Derivative | 10,631 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-21-000334 · wf-form4_163614500478716.xml · derivative · entry 7 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,153 Underlying: Class A Common Stock · 10,631 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Reflects LLC Units of HSKB Funds, LLC ("HSKB Units") that upon vesting settled into shares of Class A Common Stock on a one-for-one basis. F2 · kind: Reflects LLC Units of HSKB Funds, LLC ("HSKB Units") that upon vesting settled into shares of Class A Common Stock on a one-for-one basis. F8 · derivative.exercise_date: Reflects an original amount of 255,124 HSKB Units of which l01,297 vested on December 5, 2020, 42,208 vested on December 14, 2020 and the remaining unvested portion vests in twenty-one equal monthly installments beginning on January 1, 2021, subject to accelerated vesting upon certain change in control events and other vesting conditions. F8 · derivative.expiration_date: Reflects an original amount of 255,124 HSKB Units of which l01,297 vested on December 5, 2020, 42,208 vested on December 14, 2020 and the remaining unvested portion vests in twenty-one equal monthly installments beginning on January 1, 2021, subject to accelerated vesting upon certain change in control events and other vesting conditions. Read SEC document |
| November 03, 2021 Filed Nov 5, 2021 16:43 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionHSKB Phantom Units · Derivative | 938 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-21-000334 · wf-form4_163614500478716.xml · derivative · entry 6 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,375 Underlying: Class A Common Stock · 938 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting settled into shares of Class A Common Stock on a one-for-one basis. F1 · kind: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting settled into shares of Class A Common Stock on a one-for-one basis. F7 · derivative.exercise_date: Reflects an original amount of 22,500 HSKB Phantom Units of which 50% vested on July 1, 2021 and with the remaining HSKB Phantom Units vesting in equal monthly installments over the two year period following July 1, 2021, in each case, subject to a continued service relationship through such vesting dates, subject to potential accelerated vesting upon certain change in control events and other vesting conditions. F7 · derivative.expiration_date: Reflects an original amount of 22,500 HSKB Phantom Units of which 50% vested on July 1, 2021 and with the remaining HSKB Phantom Units vesting in equal monthly installments over the two year period following July 1, 2021, in each case, subject to a continued service relationship through such vesting dates, subject to potential accelerated vesting upon certain change in control events and other vesting conditions. Read SEC document |
| November 03, 2021 Filed Nov 5, 2021 16:43 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 167 | $68.22 | $11,391.94 |
DisclosureSEC source: 0001794515-21-000334 · wf-form4_163614500478716.xml · nonDerivative · entry 5 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,156,990 F4 · kind: Reflects shares sold to cover the Reporting Person's tax liability in connection with the vesting of the HSKB Units reported herein. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $68.18 to $68.42, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| November 03, 2021 Filed Nov 5, 2021 16:43 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 3,278 | $67.65 | $221,751.46 |
DisclosureSEC source: 0001794515-21-000334 · wf-form4_163614500478716.xml · nonDerivative · entry 4 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,157,157 F4 · kind: Reflects shares sold to cover the Reporting Person's tax liability in connection with the vesting of the HSKB Units reported herein. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $67.18 to $68.175, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| November 03, 2021 Filed Nov 5, 2021 16:43 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Tax withholdingClass A Common Stock | 370 | $69.71 | $25,792.70 |
DisclosureSEC source: 0001794515-21-000334 · wf-form4_163614500478716.xml · nonDerivative · entry 3 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,160,435 F3 · kind: Reflects shares withheld to cover the Reporting Person's tax liability in connection with the vesting of the HSKB Phantom Units reported herein. Read SEC document |
| November 03, 2021 Filed Nov 5, 2021 16:43 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionClass A Common Stock | 10,631 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-21-000334 · wf-form4_163614500478716.xml · nonDerivative · entry 2 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,160,805 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · kind: Reflects LLC Units of HSKB Funds, LLC ("HSKB Units") that upon vesting settled into shares of Class A Common Stock on a one-for-one basis. F2 · price: Reflects LLC Units of HSKB Funds, LLC ("HSKB Units") that upon vesting settled into shares of Class A Common Stock on a one-for-one basis. Read SEC document |
| November 03, 2021 Filed Nov 5, 2021 16:43 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionClass A Common Stock | 938 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-21-000334 · wf-form4_163614500478716.xml · nonDerivative · entry 1 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,150,174 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting settled into shares of Class A Common Stock on a one-for-one basis. F1 · price: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting settled into shares of Class A Common Stock on a one-for-one basis. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 21:23 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Disposition to issuerLLC Units of ZoomInfo Holdings LLC · Derivative | 63,909 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-21-000328 · wf-form4_163590256252390.xml · derivative · entry 12 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 63,909 shares Expires not disclosed F8 · derivative.exercise_price: Prior to the Reorganization, pursuant to the terms of the limited liability company agreement for OpCo, OpCo Units and an equal number of shares of Class B Common Stock, together were exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. In connection with the Reorganization, the OpCo Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such OpCo Units for Class A Common Stock prior to the date of the Reorganization. F8 · kind: Prior to the Reorganization, pursuant to the terms of the limited liability company agreement for OpCo, OpCo Units and an equal number of shares of Class B Common Stock, together were exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. In connection with the Reorganization, the OpCo Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such OpCo Units for Class A Common Stock prior to the date of the Reorganization. F8 · price: Prior to the Reorganization, pursuant to the terms of the limited liability company agreement for OpCo, OpCo Units and an equal number of shares of Class B Common Stock, together were exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. In connection with the Reorganization, the OpCo Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such OpCo Units for Class A Common Stock prior to the date of the Reorganization. F8 · derivative.exercise_date: Prior to the Reorganization, pursuant to the terms of the limited liability company agreement for OpCo, OpCo Units and an equal number of shares of Class B Common Stock, together were exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. In connection with the Reorganization, the OpCo Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such OpCo Units for Class A Common Stock prior to the date of the Reorganization. F8 · derivative.expiration_date: Prior to the Reorganization, pursuant to the terms of the limited liability company agreement for OpCo, OpCo Units and an equal number of shares of Class B Common Stock, together were exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. In connection with the Reorganization, the OpCo Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such OpCo Units for Class A Common Stock prior to the date of the Reorganization. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 21:23 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Disposition to issuerClass P Units of ZoomInfo Holdings LLC · Derivative | 90,000 | Not disclosed Strike: $21.00 | Not disclosed |
DisclosureSEC source: 0001794515-21-000328 · wf-form4_163590256252390.xml · derivative · entry 11 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 90,000 shares Expires not disclosed F3 · kind: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. F3 · price: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. F7 · derivative.exercise_date: The number reflected in Table II reflects the number of Class P Units that were held by the Reporting Person. Reflects an original amount of 90,000 Class P Units, which, prior to the Reorganization, were scheduled to vest as follows: (a) one-third vest on December 3, 2022, (b) one-third vest on December 3, 2023, and (c) one-third vest on December 3, 2024. The shares of Class A Common Stock received in the Reorganization will vest along the same vesting schedule. F7 · derivative.expiration_date: The number reflected in Table II reflects the number of Class P Units that were held by the Reporting Person. Reflects an original amount of 90,000 Class P Units, which, prior to the Reorganization, were scheduled to vest as follows: (a) one-third vest on December 3, 2022, (b) one-third vest on December 3, 2023, and (c) one-third vest on December 3, 2024. The shares of Class A Common Stock received in the Reorganization will vest along the same vesting schedule. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 21:23 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Disposition to issuerClass P Units of ZoomInfo Holdings LLC · Derivative | 310,519 | Not disclosed Strike: $6.56 | Not disclosed |
DisclosureSEC source: 0001794515-21-000328 · wf-form4_163590256252390.xml · derivative · entry 10 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 310,519 shares Expires not disclosed F3 · kind: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. F3 · price: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. F6 · derivative.exercise_date: The number reflected in Table II reflects the number of Class P Units that were held by the Reporting Person. Reflects an original amount of 876,759 Class P Units, which, prior to the Reorganization, were scheduled to vest as follows: 50% vest February 1, 2021, and the remaining 50% vest in equal monthly installments during the 24 months thereafter. The shares of Class A Common Stock received in the Reorganization will vest along the same vesting schedule. F6 · derivative.expiration_date: The number reflected in Table II reflects the number of Class P Units that were held by the Reporting Person. Reflects an original amount of 876,759 Class P Units, which, prior to the Reorganization, were scheduled to vest as follows: 50% vest February 1, 2021, and the remaining 50% vest in equal monthly installments during the 24 months thereafter. The shares of Class A Common Stock received in the Reorganization will vest along the same vesting schedule. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 21:23 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Disposition to issuerClass P Units of ZoomInfo Holdings LLC · Derivative | 70,000 | Not disclosed Strike: $6.56 | Not disclosed |
DisclosureSEC source: 0001794515-21-000328 · wf-form4_163590256252390.xml · derivative · entry 9 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 70,000 shares Expires not disclosed F3 · kind: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. F3 · price: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. F5 · derivative.exercise_date: The number reflected in Table II reflects the number of Class P Units that were held by the Reporting Person. Reflects an original amount of 70,000 Class P Units, which, prior to the Reorganization, were scheduled to vest as follows: 50% vest October 1, 2021, and the remaining 50% vest in equal monthly installments during the 24 months thereafter. The shares of Class A Common Stock received in the Reorganization will vest along the same vesting schedule. F5 · derivative.expiration_date: The number reflected in Table II reflects the number of Class P Units that were held by the Reporting Person. Reflects an original amount of 70,000 Class P Units, which, prior to the Reorganization, were scheduled to vest as follows: 50% vest October 1, 2021, and the remaining 50% vest in equal monthly installments during the 24 months thereafter. The shares of Class A Common Stock received in the Reorganization will vest along the same vesting schedule. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 21:23 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Disposition to issuerClass P Units of ZoomInfo Holdings LLC · Derivative | 149,064 | Not disclosed Strike: $4.00 | Not disclosed |
DisclosureSEC source: 0001794515-21-000328 · wf-form4_163590256252390.xml · derivative · entry 8 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 149,064 shares Expires not disclosed F3 · kind: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. F3 · price: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. F4 · derivative.exercise_date: The number reflected in Table II reflects the number of Class P Units that were held by the Reporting Person. Reflects an original amount of 350,704 Class P Units, which, prior to the Reorganization, were scheduled to vest as follows: 50% vest July 1, 2020, and the remaining 50% vest in equal monthly installments during the 24 months thereafter. The shares of Class A Common Stock received in the Reorganization will vest along the same vesting schedule. F4 · derivative.expiration_date: The number reflected in Table II reflects the number of Class P Units that were held by the Reporting Person. Reflects an original amount of 350,704 Class P Units, which, prior to the Reorganization, were scheduled to vest as follows: 50% vest July 1, 2020, and the remaining 50% vest in equal monthly installments during the 24 months thereafter. The shares of Class A Common Stock received in the Reorganization will vest along the same vesting schedule. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 21:23 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Disposition to issuerLTIP Units of ZoomInfo Holdings LLC · Derivative | 175,434 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-21-000328 · wf-form4_163590256252390.xml · derivative · entry 7 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 175,434 shares Expires not disclosed F2 · derivative.exercise_price: Prior to the Reorganization, LTIP Units of OpCo would, upon vesting, be automatically converted into Class A Common Units of OpCo ("OpCo Units"), together with corresponding shares of the Issuer's Class B common stock ("Class B Common Stock"), which would then be exchangeable for shares of Class A Common Stock on a one-for-one basis. In connection with the Reorganization, such LTIP Units were disposed of for the number of shares of Class A Common Stock which would have been received by the Reporting Person upon the vesting and exchange of such LTIP Units. The shares of Class A Common Stock received remain subject to the same vesting schedule that was applicable to the LTIP Units, as follows: (i) for 47,620 units (a) one-third vest on December 3, 2022, (b) one-third vest on December 3, 2023, and (c) one-third vest on December 3, 2024, and (ii) the remaining 127,814 units will vest on March 1, 2024. F2 · kind: Prior to the Reorganization, LTIP Units of OpCo would, upon vesting, be automatically converted into Class A Common Units of OpCo ("OpCo Units"), together with corresponding shares of the Issuer's Class B common stock ("Class B Common Stock"), which would then be exchangeable for shares of Class A Common Stock on a one-for-one basis. In connection with the Reorganization, such LTIP Units were disposed of for the number of shares of Class A Common Stock which would have been received by the Reporting Person upon the vesting and exchange of such LTIP Units. The shares of Class A Common Stock received remain subject to the same vesting schedule that was applicable to the LTIP Units, as follows: (i) for 47,620 units (a) one-third vest on December 3, 2022, (b) one-third vest on December 3, 2023, and (c) one-third vest on December 3, 2024, and (ii) the remaining 127,814 units will vest on March 1, 2024. F2 · price: Prior to the Reorganization, LTIP Units of OpCo would, upon vesting, be automatically converted into Class A Common Units of OpCo ("OpCo Units"), together with corresponding shares of the Issuer's Class B common stock ("Class B Common Stock"), which would then be exchangeable for shares of Class A Common Stock on a one-for-one basis. In connection with the Reorganization, such LTIP Units were disposed of for the number of shares of Class A Common Stock which would have been received by the Reporting Person upon the vesting and exchange of such LTIP Units. The shares of Class A Common Stock received remain subject to the same vesting schedule that was applicable to the LTIP Units, as follows: (i) for 47,620 units (a) one-third vest on December 3, 2022, (b) one-third vest on December 3, 2023, and (c) one-third vest on December 3, 2024, and (ii) the remaining 127,814 units will vest on March 1, 2024. F2 · derivative.exercise_date: Prior to the Reorganization, LTIP Units of OpCo would, upon vesting, be automatically converted into Class A Common Units of OpCo ("OpCo Units"), together with corresponding shares of the Issuer's Class B common stock ("Class B Common Stock"), which would then be exchangeable for shares of Class A Common Stock on a one-for-one basis. In connection with the Reorganization, such LTIP Units were disposed of for the number of shares of Class A Common Stock which would have been received by the Reporting Person upon the vesting and exchange of such LTIP Units. The shares of Class A Common Stock received remain subject to the same vesting schedule that was applicable to the LTIP Units, as follows: (i) for 47,620 units (a) one-third vest on December 3, 2022, (b) one-third vest on December 3, 2023, and (c) one-third vest on December 3, 2024, and (ii) the remaining 127,814 units will vest on March 1, 2024. F2 · derivative.expiration_date: Prior to the Reorganization, LTIP Units of OpCo would, upon vesting, be automatically converted into Class A Common Units of OpCo ("OpCo Units"), together with corresponding shares of the Issuer's Class B common stock ("Class B Common Stock"), which would then be exchangeable for shares of Class A Common Stock on a one-for-one basis. In connection with the Reorganization, such LTIP Units were disposed of for the number of shares of Class A Common Stock which would have been received by the Reporting Person upon the vesting and exchange of such LTIP Units. The shares of Class A Common Stock received remain subject to the same vesting schedule that was applicable to the LTIP Units, as follows: (i) for 47,620 units (a) one-third vest on December 3, 2022, (b) one-third vest on December 3, 2023, and (c) one-third vest on December 3, 2024, and (ii) the remaining 127,814 units will vest on March 1, 2024. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 21:23 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | GrantClass A Common Stock | 63,909 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-21-000328 · wf-form4_163590256252390.xml · nonDerivative · entry 6 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,149,236 F1 · security: On October 29, 2021, pursuant to a reorganization, (the "Reorganization"), ZoomInfo Technologies Inc. (formerly known as ZoomInfo NewCo Inc.) (the "Issuer") became the successor of ZoomInfo Intermediate Inc. (formerly known as ZoomInfo Technologies Inc.) ("ZoomInfo") pursuant to merger transactions, in which a subsidiary of ZoomInfo Technologies Inc. merged with and into ZoomInfo Intermediate Inc. with ZoomInfo Intermediate Inc. surviving and, immediately following such merger, a subsidiary of ZoomInfo Technologies Inc. merged with and into ZoomInfo Holdings LLC ("OpCo"), a subsidiary of ZoomInfo Intermediate Inc., with OpCo surviving. The mergers resulted in the Issuer becoming a parent holding company of ZoomInfo and OpCo, but did not alter the proportionate economic interests of security holders. F8 · kind: Prior to the Reorganization, pursuant to the terms of the limited liability company agreement for OpCo, OpCo Units and an equal number of shares of Class B Common Stock, together were exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. In connection with the Reorganization, the OpCo Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such OpCo Units for Class A Common Stock prior to the date of the Reorganization. F8 · price: Prior to the Reorganization, pursuant to the terms of the limited liability company agreement for OpCo, OpCo Units and an equal number of shares of Class B Common Stock, together were exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. In connection with the Reorganization, the OpCo Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such OpCo Units for Class A Common Stock prior to the date of the Reorganization. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 21:23 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | GrantClass A Common Stock | 61,854 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-21-000328 · wf-form4_163590256252390.xml · nonDerivative · entry 5 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,085,327 F1 · security: On October 29, 2021, pursuant to a reorganization, (the "Reorganization"), ZoomInfo Technologies Inc. (formerly known as ZoomInfo NewCo Inc.) (the "Issuer") became the successor of ZoomInfo Intermediate Inc. (formerly known as ZoomInfo Technologies Inc.) ("ZoomInfo") pursuant to merger transactions, in which a subsidiary of ZoomInfo Technologies Inc. merged with and into ZoomInfo Intermediate Inc. with ZoomInfo Intermediate Inc. surviving and, immediately following such merger, a subsidiary of ZoomInfo Technologies Inc. merged with and into ZoomInfo Holdings LLC ("OpCo"), a subsidiary of ZoomInfo Intermediate Inc., with OpCo surviving. The mergers resulted in the Issuer becoming a parent holding company of ZoomInfo and OpCo, but did not alter the proportionate economic interests of security holders. F3 · kind: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. F7 · shares: The number reflected in Table II reflects the number of Class P Units that were held by the Reporting Person. Reflects an original amount of 90,000 Class P Units, which, prior to the Reorganization, were scheduled to vest as follows: (a) one-third vest on December 3, 2022, (b) one-third vest on December 3, 2023, and (c) one-third vest on December 3, 2024. The shares of Class A Common Stock received in the Reorganization will vest along the same vesting schedule. F3 · price: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 21:23 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | GrantClass A Common Stock | 280,183 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-21-000328 · wf-form4_163590256252390.xml · nonDerivative · entry 4 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,023,473 F1 · security: On October 29, 2021, pursuant to a reorganization, (the "Reorganization"), ZoomInfo Technologies Inc. (formerly known as ZoomInfo NewCo Inc.) (the "Issuer") became the successor of ZoomInfo Intermediate Inc. (formerly known as ZoomInfo Technologies Inc.) ("ZoomInfo") pursuant to merger transactions, in which a subsidiary of ZoomInfo Technologies Inc. merged with and into ZoomInfo Intermediate Inc. with ZoomInfo Intermediate Inc. surviving and, immediately following such merger, a subsidiary of ZoomInfo Technologies Inc. merged with and into ZoomInfo Holdings LLC ("OpCo"), a subsidiary of ZoomInfo Intermediate Inc., with OpCo surviving. The mergers resulted in the Issuer becoming a parent holding company of ZoomInfo and OpCo, but did not alter the proportionate economic interests of security holders. F3 · kind: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. F6 · shares: The number reflected in Table II reflects the number of Class P Units that were held by the Reporting Person. Reflects an original amount of 876,759 Class P Units, which, prior to the Reorganization, were scheduled to vest as follows: 50% vest February 1, 2021, and the remaining 50% vest in equal monthly installments during the 24 months thereafter. The shares of Class A Common Stock received in the Reorganization will vest along the same vesting schedule. F3 · price: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 21:23 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | GrantClass A Common Stock | 63,160 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-21-000328 · wf-form4_163590256252390.xml · nonDerivative · entry 3 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 743,290 F1 · security: On October 29, 2021, pursuant to a reorganization, (the "Reorganization"), ZoomInfo Technologies Inc. (formerly known as ZoomInfo NewCo Inc.) (the "Issuer") became the successor of ZoomInfo Intermediate Inc. (formerly known as ZoomInfo Technologies Inc.) ("ZoomInfo") pursuant to merger transactions, in which a subsidiary of ZoomInfo Technologies Inc. merged with and into ZoomInfo Intermediate Inc. with ZoomInfo Intermediate Inc. surviving and, immediately following such merger, a subsidiary of ZoomInfo Technologies Inc. merged with and into ZoomInfo Holdings LLC ("OpCo"), a subsidiary of ZoomInfo Intermediate Inc., with OpCo surviving. The mergers resulted in the Issuer becoming a parent holding company of ZoomInfo and OpCo, but did not alter the proportionate economic interests of security holders. F3 · kind: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. F5 · shares: The number reflected in Table II reflects the number of Class P Units that were held by the Reporting Person. Reflects an original amount of 70,000 Class P Units, which, prior to the Reorganization, were scheduled to vest as follows: 50% vest October 1, 2021, and the remaining 50% vest in equal monthly installments during the 24 months thereafter. The shares of Class A Common Stock received in the Reorganization will vest along the same vesting schedule. F3 · price: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 21:23 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | GrantClass A Common Stock | 140,183 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-21-000328 · wf-form4_163590256252390.xml · nonDerivative · entry 2 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 680,130 F1 · security: On October 29, 2021, pursuant to a reorganization, (the "Reorganization"), ZoomInfo Technologies Inc. (formerly known as ZoomInfo NewCo Inc.) (the "Issuer") became the successor of ZoomInfo Intermediate Inc. (formerly known as ZoomInfo Technologies Inc.) ("ZoomInfo") pursuant to merger transactions, in which a subsidiary of ZoomInfo Technologies Inc. merged with and into ZoomInfo Intermediate Inc. with ZoomInfo Intermediate Inc. surviving and, immediately following such merger, a subsidiary of ZoomInfo Technologies Inc. merged with and into ZoomInfo Holdings LLC ("OpCo"), a subsidiary of ZoomInfo Intermediate Inc., with OpCo surviving. The mergers resulted in the Issuer becoming a parent holding company of ZoomInfo and OpCo, but did not alter the proportionate economic interests of security holders. F3 · kind: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. F4 · shares: The number reflected in Table II reflects the number of Class P Units that were held by the Reporting Person. Reflects an original amount of 350,704 Class P Units, which, prior to the Reorganization, were scheduled to vest as follows: 50% vest July 1, 2020, and the remaining 50% vest in equal monthly installments during the 24 months thereafter. The shares of Class A Common Stock received in the Reorganization will vest along the same vesting schedule. F3 · price: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 21:23 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | GrantClass A Common Stock | 175,434 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-21-000328 · wf-form4_163590256252390.xml · nonDerivative · entry 1 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 539,947 F1 · security: On October 29, 2021, pursuant to a reorganization, (the "Reorganization"), ZoomInfo Technologies Inc. (formerly known as ZoomInfo NewCo Inc.) (the "Issuer") became the successor of ZoomInfo Intermediate Inc. (formerly known as ZoomInfo Technologies Inc.) ("ZoomInfo") pursuant to merger transactions, in which a subsidiary of ZoomInfo Technologies Inc. merged with and into ZoomInfo Intermediate Inc. with ZoomInfo Intermediate Inc. surviving and, immediately following such merger, a subsidiary of ZoomInfo Technologies Inc. merged with and into ZoomInfo Holdings LLC ("OpCo"), a subsidiary of ZoomInfo Intermediate Inc., with OpCo surviving. The mergers resulted in the Issuer becoming a parent holding company of ZoomInfo and OpCo, but did not alter the proportionate economic interests of security holders. F2 · kind: Prior to the Reorganization, LTIP Units of OpCo would, upon vesting, be automatically converted into Class A Common Units of OpCo ("OpCo Units"), together with corresponding shares of the Issuer's Class B common stock ("Class B Common Stock"), which would then be exchangeable for shares of Class A Common Stock on a one-for-one basis. In connection with the Reorganization, such LTIP Units were disposed of for the number of shares of Class A Common Stock which would have been received by the Reporting Person upon the vesting and exchange of such LTIP Units. The shares of Class A Common Stock received remain subject to the same vesting schedule that was applicable to the LTIP Units, as follows: (i) for 47,620 units (a) one-third vest on December 3, 2022, (b) one-third vest on December 3, 2023, and (c) one-third vest on December 3, 2024, and (ii) the remaining 127,814 units will vest on March 1, 2024. F2 · shares: Prior to the Reorganization, LTIP Units of OpCo would, upon vesting, be automatically converted into Class A Common Units of OpCo ("OpCo Units"), together with corresponding shares of the Issuer's Class B common stock ("Class B Common Stock"), which would then be exchangeable for shares of Class A Common Stock on a one-for-one basis. In connection with the Reorganization, such LTIP Units were disposed of for the number of shares of Class A Common Stock which would have been received by the Reporting Person upon the vesting and exchange of such LTIP Units. The shares of Class A Common Stock received remain subject to the same vesting schedule that was applicable to the LTIP Units, as follows: (i) for 47,620 units (a) one-third vest on December 3, 2022, (b) one-third vest on December 3, 2023, and (c) one-third vest on December 3, 2024, and (ii) the remaining 127,814 units will vest on March 1, 2024. F2 · price: Prior to the Reorganization, LTIP Units of OpCo would, upon vesting, be automatically converted into Class A Common Units of OpCo ("OpCo Units"), together with corresponding shares of the Issuer's Class B common stock ("Class B Common Stock"), which would then be exchangeable for shares of Class A Common Stock on a one-for-one basis. In connection with the Reorganization, such LTIP Units were disposed of for the number of shares of Class A Common Stock which would have been received by the Reporting Person upon the vesting and exchange of such LTIP Units. The shares of Class A Common Stock received remain subject to the same vesting schedule that was applicable to the LTIP Units, as follows: (i) for 47,620 units (a) one-third vest on December 3, 2022, (b) one-third vest on December 3, 2023, and (c) one-third vest on December 3, 2024, and (ii) the remaining 127,814 units will vest on March 1, 2024. Read SEC document |
| September 14, 2021 Filed Sep 14, 2021 20:16 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 70,000 | $67.01 | $4,690,812.00 |
DisclosureSEC source: 0001794515-21-000288 · wf-form4_163166497862578.xml · nonDerivative · entry 2 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 364,513 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $66.91 to $67.39, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| September 10, 2021 Filed Sep 14, 2021 20:16 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 156,000 | $63.34 | $9,881,679.60 |
DisclosureSEC source: 0001794515-21-000288 · wf-form4_163166497862578.xml · nonDerivative · entry 1 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 434,513 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $63.05 to $63.51, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| September 09, 2021 Filed Sep 13, 2021 20:07 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionClass P Units of ZoomInfo Holdings LLC · Derivative | 15,000 | $0.00 Strike: $4.00 | $0.00 |
DisclosureSEC source: 0001794515-21-000284 · wf-form4_163157801487547.xml · derivative · entry 5 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,064 Underlying: Class A Common Stock · 15,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Reflects Class P limited liability company units of ZoomInfo Holdings LLC ("Class P Units") which are profits interests that are economically similar to a stock settled stock option. Vested Class P units are exchangeable, at the holder's election, into a number of shares of Class A common stock ("Class A Common Stock") of ZoomInfo Technologies Inc. (the "Issuer") equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. The number reflected in Table II reflects the number of Class P Units held by the Reporting Person. Reflects an original amount of 350,704 Class P Units, of which 50% vested on July 1, 2020, and the remaining 50% vest in equal monthly installments during the 24 months following July 1, 2020. F2 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F1 · derivative.exercise_date: Reflects Class P limited liability company units of ZoomInfo Holdings LLC ("Class P Units") which are profits interests that are economically similar to a stock settled stock option. Vested Class P units are exchangeable, at the holder's election, into a number of shares of Class A common stock ("Class A Common Stock") of ZoomInfo Technologies Inc. (the "Issuer") equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. The number reflected in Table II reflects the number of Class P Units held by the Reporting Person. Reflects an original amount of 350,704 Class P Units, of which 50% vested on July 1, 2020, and the remaining 50% vest in equal monthly installments during the 24 months following July 1, 2020. F1 · derivative.expiration_date: Reflects Class P limited liability company units of ZoomInfo Holdings LLC ("Class P Units") which are profits interests that are economically similar to a stock settled stock option. Vested Class P units are exchangeable, at the holder's election, into a number of shares of Class A common stock ("Class A Common Stock") of ZoomInfo Technologies Inc. (the "Issuer") equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. The number reflected in Table II reflects the number of Class P Units held by the Reporting Person. Reflects an original amount of 350,704 Class P Units, of which 50% vested on July 1, 2020, and the remaining 50% vest in equal monthly installments during the 24 months following July 1, 2020. Read SEC document |
| September 09, 2021 Filed Sep 13, 2021 20:07 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 3,820 | $65.02 | $248,368.76 |
DisclosureSEC source: 0001794515-21-000284 · wf-form4_163157801487547.xml · nonDerivative · entry 4 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 590,513 F2 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $64.90 to $65.15, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| September 09, 2021 Filed Sep 13, 2021 20:07 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 10,234 | $64.43 | $659,419.60 |
DisclosureSEC source: 0001794515-21-000284 · wf-form4_163157801487547.xml · nonDerivative · entry 3 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 594,333 F2 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $63.90 to $64.88, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| September 09, 2021 Filed Sep 13, 2021 20:07 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Tax withholdingClass A Common Stock | 946 | $63.45 | $60,023.70 |
DisclosureSEC source: 0001794515-21-000284 · wf-form4_163157801487547.xml · nonDerivative · entry 2 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 604,567 F2 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · kind: Reflects shares deemed to be withheld in connection with the exchange of Class P Units described herein. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.