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 |
|---|---|---|---|---|---|---|
| September 09, 2021 Filed Sep 13, 2021 20:07 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionClass A Common Stock | 15,000 | $4.00 | $60,000.00 |
DisclosureSEC source: 0001794515-21-000284 · wf-form4_163157801487547.xml · nonDerivative · entry 1 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 605,513 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. Read SEC document |
| September 03, 2021 Filed Sep 8, 2021 19:08 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionClass P Units of ZoomInfo Holdings LLC · Derivative | 566,240 | $0.00 Strike: $6.56 | $0.00 |
DisclosureSEC source: 0001794515-21-000279 · wf-form4_163114250711444.xml · derivative · entry 7 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 310,519 Underlying: Class A Common Stock · 566,240 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 · kind: Reflects Class P limited liability company units of OpCo ("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 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. F4 · kind: Reflects an original amount of 876,759 Class P Units, of which 50% vested on February 1, 2021, and the remaining 50% vest in equal monthly installments during the 24 months thereafter. F4 · derivative.exercise_date: Reflects an original amount of 876,759 Class P Units, of which 50% vested on February 1, 2021, and the remaining 50% vest in equal monthly installments during the 24 months thereafter. F4 · derivative.expiration_date: Reflects an original amount of 876,759 Class P Units, of which 50% vested on February 1, 2021, and the remaining 50% vest in equal monthly installments during the 24 months thereafter. Read SEC document |
| September 03, 2021 Filed Sep 8, 2021 19:08 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionClass P Units of ZoomInfo Holdings LLC · Derivative | 31,640 | $0.00 Strike: $4.00 | $0.00 |
DisclosureSEC source: 0001794515-21-000279 · wf-form4_163114250711444.xml · derivative · entry 6 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,064 Underlying: Class A Common Stock · 31,640 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 · kind: Reflects Class P limited liability company units of OpCo ("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 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. F3 · kind: 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 thereafter. F3 · derivative.exercise_date: 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 thereafter. F3 · derivative.expiration_date: 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 thereafter. Read SEC document |
| September 03, 2021 Filed Sep 8, 2021 19:08 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionLLC Units of ZoomInfo Holdings LLC · Derivative | 43,771 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-21-000279 · wf-form4_163114250711444.xml · derivative · entry 5 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,909 Underlying: Class A Common Stock · 43,771 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. F6 · derivative.exercise_price: 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 are 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. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share. F1 · kind: Limited liability company units ("OpCo Units") of ZoomInfo Holdings LLC ("OpCo") and shares of Class B Common Stock were exchanged for shares of Class A common stock ("Class A Common Stock") of ZoomInfo Technologies Inc. as described herein. F6 · derivative.exercise_date: 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 are 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. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share. F6 · derivative.expiration_date: 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 are 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. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share. Read SEC document |
| September 03, 2021 Filed Sep 8, 2021 19:08 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Tax withholdingClass A Common Stock | 58,528 | $65.63 | $3,841,192.64 |
DisclosureSEC source: 0001794515-21-000279 · wf-form4_163114250711444.xml · nonDerivative · entry 4 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 590,513 F5 · kind: Reflects shares deemed to be withheld in connection with the exchange of Class P Units described herein. Read SEC document |
| September 03, 2021 Filed Sep 8, 2021 19:08 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionClass A Common Stock | 566,240 | $6.56 | $3,714,534.40 |
DisclosureSEC source: 0001794515-21-000279 · wf-form4_163114250711444.xml · nonDerivative · entry 3 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 649,041 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 Class P limited liability company units of OpCo ("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 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. F4 · kind: Reflects an original amount of 876,759 Class P Units, of which 50% vested on February 1, 2021, and the remaining 50% vest in equal monthly installments during the 24 months thereafter. Read SEC document |
| September 03, 2021 Filed Sep 8, 2021 19:08 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionClass A Common Stock | 31,640 | $4.00 | $126,560.00 |
DisclosureSEC source: 0001794515-21-000279 · wf-form4_163114250711444.xml · nonDerivative · entry 2 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,801 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 Class P limited liability company units of OpCo ("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 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. F3 · kind: 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 thereafter. Read SEC document |
| September 03, 2021 Filed Sep 8, 2021 19:08 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionClass A Common Stock | 43,771 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-21-000279 · wf-form4_163114250711444.xml · nonDerivative · entry 1 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,161 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: Limited liability company units ("OpCo Units") of ZoomInfo Holdings LLC ("OpCo") and shares of Class B Common Stock were exchanged for shares of Class A common stock ("Class A Common Stock") of ZoomInfo Technologies Inc. as described herein. F1 · price: Limited liability company units ("OpCo Units") of ZoomInfo Holdings LLC ("OpCo") and shares of Class B Common Stock were exchanged for shares of Class A common stock ("Class A Common Stock") of ZoomInfo Technologies Inc. as described herein. Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 20:48 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionHSKB Phantom Units · Derivative | 469 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-21-000265 · wf-form4_163071648044577.xml · derivative · entry 8 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,313 Underlying: Class A Common Stock · 469 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F9 · derivative.exercise_price: These HSKB Phantom Units, upon vesting, settle into shares of Class A Common Stock. F2 · 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. F10 · 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. F10 · 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 |
| September 01, 2021 Filed Sep 3, 2021 20:48 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionLLC Units of ZoomInfo Holdings LLC · Derivative | 1,702 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-21-000265 · wf-form4_163071648044577.xml · derivative · entry 7 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,680 Underlying: Class A Common Stock · 1,702 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. F8 · derivative.exercise_price: 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 are 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. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share. F1 · kind: On September 1, 2021, upon vesting, limited liability company units of HSKB Funds, LLC ("HSKB Units") settled into limited liability company units ("OpCo Units") of ZoomInfo Holdings LLC ("OpCo") together with an equal number of shares of Class B common stock ("Class B Common Stock") of ZoomInfo Technologies Inc. ("ZoomInfo"). A portion of these OpCo Units and shares of Class B Common Stock were exchanged for shares of ZoomInfo's Class A common stock ("Class A Common Stock") as described herein. F8 · derivative.exercise_date: 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 are 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. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share. F8 · derivative.expiration_date: 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 are 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. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share. Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 20:48 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionLLC Units of ZoomInfo Holdings LLC · Derivative | 5,314 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-21-000265 · wf-form4_163071648044577.xml · derivative · entry 6 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,382 Underlying: Class A Common Stock · 5,314 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. F8 · derivative.exercise_price: 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 are 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. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share. F1 · kind: On September 1, 2021, upon vesting, limited liability company units of HSKB Funds, LLC ("HSKB Units") settled into limited liability company units ("OpCo Units") of ZoomInfo Holdings LLC ("OpCo") together with an equal number of shares of Class B common stock ("Class B Common Stock") of ZoomInfo Technologies Inc. ("ZoomInfo"). A portion of these OpCo Units and shares of Class B Common Stock were exchanged for shares of ZoomInfo's Class A common stock ("Class A Common Stock") as described herein. F8 · derivative.exercise_date: 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 are 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. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share. F8 · derivative.expiration_date: 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 are 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. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share. Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 20:48 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionLLC Units of HSKB Funds, LLC · Derivative | 5,314 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-21-000265 · wf-form4_163071648044577.xml · derivative · entry 5 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,784 Underlying: Class A Common Stock · 5,314 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. F6 · derivative.exercise_price: Each of these HSKB Units represents the economic value of one OpCo Unit. Upon vesting, each HSKB Unit settles into an OpCo Unit and a share of Class B Common Stock, which together may be exchanged for shares of Class A Common Stock on a one-for-one basis, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. Shares of Class B common stock have no economic value and have 10 votes per shares. F1 · kind: On September 1, 2021, upon vesting, limited liability company units of HSKB Funds, LLC ("HSKB Units") settled into limited liability company units ("OpCo Units") of ZoomInfo Holdings LLC ("OpCo") together with an equal number of shares of Class B common stock ("Class B Common Stock") of ZoomInfo Technologies Inc. ("ZoomInfo"). A portion of these OpCo Units and shares of Class B Common Stock were exchanged for shares of ZoomInfo's Class A common stock ("Class A Common Stock") as described herein. 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. F6 · derivative.underlying: Each of these HSKB Units represents the economic value of one OpCo Unit. Upon vesting, each HSKB Unit settles into an OpCo Unit and a share of Class B Common Stock, which together may be exchanged for shares of Class A Common Stock on a one-for-one basis, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. Shares of Class B common stock have no economic value and have 10 votes per shares. Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 20:48 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Tax withholdingClass A Common Stock | 185 | $65.19 | $12,060.15 |
DisclosureSEC source: 0001794515-21-000265 · wf-form4_163071648044577.xml · nonDerivative · entry 4 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,390 F5 · 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 |
| September 01, 2021 Filed Sep 3, 2021 20:48 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 1,702 | $58.64 | $99,804.09 |
DisclosureSEC source: 0001794515-21-000265 · wf-form4_163071648044577.xml · nonDerivative · entry 3 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,575 F3 · kind: Reflects shares sold to cover the Reporting Person's tax liability in connection with the vesting of the HSKB Units reported herein. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $58.33 to $59.01, 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 01, 2021 Filed Sep 3, 2021 20:48 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionClass A Common Stock | 469 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-21-000265 · wf-form4_163071648044577.xml · nonDerivative · entry 2 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,277 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 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. F2 · 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 |
| September 01, 2021 Filed Sep 3, 2021 20:48 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionClass A Common Stock | 1,702 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-21-000265 · wf-form4_163071648044577.xml · nonDerivative · entry 1 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,808 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: On September 1, 2021, upon vesting, limited liability company units of HSKB Funds, LLC ("HSKB Units") settled into limited liability company units ("OpCo Units") of ZoomInfo Holdings LLC ("OpCo") together with an equal number of shares of Class B common stock ("Class B Common Stock") of ZoomInfo Technologies Inc. ("ZoomInfo"). A portion of these OpCo Units and shares of Class B Common Stock were exchanged for shares of ZoomInfo's Class A common stock ("Class A Common Stock") as described herein. F1 · price: On September 1, 2021, upon vesting, limited liability company units of HSKB Funds, LLC ("HSKB Units") settled into limited liability company units ("OpCo Units") of ZoomInfo Holdings LLC ("OpCo") together with an equal number of shares of Class B common stock ("Class B Common Stock") of ZoomInfo Technologies Inc. ("ZoomInfo"). A portion of these OpCo Units and shares of Class B Common Stock were exchanged for shares of ZoomInfo's Class A common stock ("Class A Common Stock") as described herein. Read SEC document |
| September 01, 2021 Filed Sep 8, 2021 19:07 UTC Amendment | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 364 | $64.54 | $23,494.02 |
DisclosureSEC source: 0001794515-21-000276 · wf-form4a_163114245580955.xml · nonDerivative · entry 2 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,575 F1 · kind: Reflects shares sold to cover the Reporting Person's tax liability in connection with the vesting of the limited liability company units of HSKB Funds, LLC ("HSKB Units") reported in the original Form 4 filed by the Reporting Person on September 3, 2021 (the "Original Form 4"). F2 · shares: This Form 4/A is being filed to correct the sale price for the shares sold to cover the Reporting Person's tax liability in connection with the vesting of the HSKB Units in the Original Form 4. F2 · price: This Form 4/A is being filed to correct the sale price for the shares sold to cover the Reporting Person's tax liability in connection with the vesting of the HSKB Units in the Original Form 4. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $64.441 to $64.665, 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 01, 2021 Filed Sep 8, 2021 19:07 UTC Amendment | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 1,338 | $63.82 | $85,396.65 |
DisclosureSEC source: 0001794515-21-000276 · wf-form4a_163114245580955.xml · nonDerivative · entry 1 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,939 F1 · kind: Reflects shares sold to cover the Reporting Person's tax liability in connection with the vesting of the limited liability company units of HSKB Funds, LLC ("HSKB Units") reported in the original Form 4 filed by the Reporting Person on September 3, 2021 (the "Original Form 4"). F2 · shares: This Form 4/A is being filed to correct the sale price for the shares sold to cover the Reporting Person's tax liability in connection with the vesting of the HSKB Units in the Original Form 4. F2 · price: This Form 4/A is being filed to correct the sale price for the shares sold to cover the Reporting Person's tax liability in connection with the vesting of the HSKB Units in the Original Form 4. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $63.35 to $64.10, 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 |
| August 12, 2021 Filed Aug 16, 2021 16:39 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: 0001794515-21-000242 · wf-form4_162914633217585.xml · derivative · entry 5 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,704 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 |
| August 12, 2021 Filed Aug 16, 2021 16:39 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 11,774 | $62.32 | $733,713.29 |
DisclosureSEC source: 0001794515-21-000242 · wf-form4_162914633217585.xml · nonDerivative · entry 4 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,106 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 $61.93 to $62.73, 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 |
| August 12, 2021 Filed Aug 16, 2021 16:39 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 2,250 | $61.36 | $138,063.60 |
DisclosureSEC source: 0001794515-21-000242 · wf-form4_162914633217585.xml · nonDerivative · entry 3 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,880 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 $60.93 to $61.77, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| August 12, 2021 Filed Aug 16, 2021 16:39 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Tax withholdingClass A Common Stock | 976 | $61.49 | $60,014.24 |
DisclosureSEC source: 0001794515-21-000242 · wf-form4_162914633217585.xml · nonDerivative · entry 2 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,130 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 |
| August 12, 2021 Filed Aug 16, 2021 16:39 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionClass A Common Stock | 15,000 | $4.00 | $60,000.00 |
DisclosureSEC source: 0001794515-21-000242 · wf-form4_162914633217585.xml · nonDerivative · entry 1 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,106 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. Read SEC document |
| August 04, 2021 Filed Aug 6, 2021 21:27 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionLLC Units of ZoomInfo Intermediate Holdings LLC · Derivative | 11,718 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-21-000224 · wf-form4_162829961585603.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 · 11,718 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. F10 · derivative.exercise_price: Pursuant to the terms of the HoldCo's Amended and Restated Limited Liability Company Agreement, HoldCo Units and an equal number of shares of Class B Common Stock, together are automatically exchanged for shares of Class A Common Stock on a one-for-one basis, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share. F2 · kind: Reflects phantom units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting settled into limited liability company units ("HoldCo Units") of ZoomInfo Intermediate Holdings LLC ("HoldCo") together with an equal number of shares of Class B common stock of ZoomInfo. These HoldCo Units and shares of Class B Common Stock were automatically exchanged for shares of ZoomInfo's Class A Common Stock on a one-for-one basis, as described herein. F10 · derivative.exercise_date: Pursuant to the terms of the HoldCo's Amended and Restated Limited Liability Company Agreement, HoldCo Units and an equal number of shares of Class B Common Stock, together are automatically exchanged for shares of Class A Common Stock on a one-for-one basis, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share. F10 · derivative.expiration_date: Pursuant to the terms of the HoldCo's Amended and Restated Limited Liability Company Agreement, HoldCo Units and an equal number of shares of Class B Common Stock, together are automatically exchanged for shares of Class A Common Stock on a one-for-one basis, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share. Read SEC document |
| August 04, 2021 Filed Aug 6, 2021 21:27 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionLLC Units of ZoomInfo Intermediate Holdings LLC · Derivative | 11,718 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-21-000224 · wf-form4_162829961585603.xml · derivative · entry 9 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,718 Underlying: Class A Common Stock · 11,718 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. F10 · derivative.exercise_price: Pursuant to the terms of the HoldCo's Amended and Restated Limited Liability Company Agreement, HoldCo Units and an equal number of shares of Class B Common Stock, together are automatically exchanged for shares of Class A Common Stock on a one-for-one basis, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share. F2 · kind: Reflects phantom units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting settled into limited liability company units ("HoldCo Units") of ZoomInfo Intermediate Holdings LLC ("HoldCo") together with an equal number of shares of Class B common stock of ZoomInfo. These HoldCo Units and shares of Class B Common Stock were automatically exchanged for shares of ZoomInfo's Class A Common Stock on a one-for-one basis, as described herein. F10 · derivative.exercise_date: Pursuant to the terms of the HoldCo's Amended and Restated Limited Liability Company Agreement, HoldCo Units and an equal number of shares of Class B Common Stock, together are automatically exchanged for shares of Class A Common Stock on a one-for-one basis, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share. F10 · derivative.expiration_date: Pursuant to the terms of the HoldCo's Amended and Restated Limited Liability Company Agreement, HoldCo Units and an equal number of shares of Class B Common Stock, together are automatically exchanged for shares of Class A Common Stock on a one-for-one basis, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share. Read SEC document |
| August 04, 2021 Filed Aug 6, 2021 21:27 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionHSKB Phantom Units · Derivative | 11,718 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-21-000224 · wf-form4_162829961585603.xml · derivative · entry 8 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,782 Underlying: Class A Common Stock · 11,718 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. F8 · derivative.exercise_price: These HSKB Phantom Units, upon vesting, settle in cash or into HoldCo Units which are then automatically exchanged into shares of Class A Common Stock, or a combination thereof at the ZoomInfo's discretion. F2 · kind: Reflects phantom units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting settled into limited liability company units ("HoldCo Units") of ZoomInfo Intermediate Holdings LLC ("HoldCo") together with an equal number of shares of Class B common stock of ZoomInfo. These HoldCo Units and shares of Class B Common Stock were automatically exchanged for shares of ZoomInfo's Class A Common Stock on a one-for-one basis, as described herein. F9 · 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. F9 · 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. F8 · derivative.underlying: These HSKB Phantom Units, upon vesting, settle in cash or into HoldCo Units which are then automatically exchanged into shares of Class A Common Stock, or a combination thereof at the ZoomInfo's discretion. Read SEC document |
| August 04, 2021 Filed Aug 6, 2021 21:27 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionLLC Units of ZoomInfo Holdings LLC · Derivative | 3,273 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-21-000224 · wf-form4_162829961585603.xml · derivative · entry 7 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,068 Underlying: Class A Common Stock · 3,273 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. F7 · derivative.exercise_price: 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 are 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. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share. F1 · kind: On August 4, 2021, upon vesting, limited liability company units of HSKB Funds, LLC ("HSKB Units") settled into limited liability company units ("OpCo Units") of ZoomInfo Holdings LLC ("OpCo") together with an equal number of shares of Class B common stock ("Class B Common Stock") of ZoomInfo Technologies Inc. ("ZoomInfo"). A portion of these OpCo Units and shares of Class B Common Stock were exchanged for shares of ZoomInfo's Class A common stock ("Class A Common Stock") as described herein. F7 · derivative.exercise_date: 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 are 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. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share. F7 · derivative.expiration_date: 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 are 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. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share. Read SEC document |
| August 04, 2021 Filed Aug 6, 2021 21:27 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionLLC Units of ZoomInfo Holdings LLC · Derivative | 10,632 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-21-000224 · wf-form4_162829961585603.xml · derivative · entry 6 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,341 Underlying: Class A Common Stock · 10,632 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. F7 · derivative.exercise_price: 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 are 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. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share. F1 · kind: On August 4, 2021, upon vesting, limited liability company units of HSKB Funds, LLC ("HSKB Units") settled into limited liability company units ("OpCo Units") of ZoomInfo Holdings LLC ("OpCo") together with an equal number of shares of Class B common stock ("Class B Common Stock") of ZoomInfo Technologies Inc. ("ZoomInfo"). A portion of these OpCo Units and shares of Class B Common Stock were exchanged for shares of ZoomInfo's Class A common stock ("Class A Common Stock") as described herein. F7 · derivative.exercise_date: 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 are 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. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share. F7 · derivative.expiration_date: 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 are 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. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share. Read SEC document |
| August 04, 2021 Filed Aug 6, 2021 21:27 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionLLC Units of HSKB Funds, LLC · Derivative | 10,632 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-21-000224 · wf-form4_162829961585603.xml · derivative · entry 5 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,098 Underlying: Class A Common Stock · 10,632 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. F5 · derivative.exercise_price: Each of these HSKB Units represents the economic value of one OpCo Unit. Upon vesting, each HSKB Unit settles into an OpCo Unit and a share of Class B Common Stock, which together may be exchanged for shares of Class A Common Stock on a one-for-one basis, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. Shares of Class B common stock have no economic value and have 10 votes per shares. F1 · kind: On August 4, 2021, upon vesting, limited liability company units of HSKB Funds, LLC ("HSKB Units") settled into limited liability company units ("OpCo Units") of ZoomInfo Holdings LLC ("OpCo") together with an equal number of shares of Class B common stock ("Class B Common Stock") of ZoomInfo Technologies Inc. ("ZoomInfo"). A portion of these OpCo Units and shares of Class B Common Stock were exchanged for shares of ZoomInfo's Class A common stock ("Class A Common Stock") as described herein. F6 · 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. F6 · 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. F5 · derivative.underlying: Each of these HSKB Units represents the economic value of one OpCo Unit. Upon vesting, each HSKB Unit settles into an OpCo Unit and a share of Class B Common Stock, which together may be exchanged for shares of Class A Common Stock on a one-for-one basis, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. Shares of Class B common stock have no economic value and have 10 votes per shares. Read SEC document |
| August 04, 2021 Filed Aug 6, 2021 21:27 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Tax withholdingClass A Common Stock | 4,612 | $56.50 | $260,578.00 |
DisclosureSEC source: 0001794515-21-000224 · wf-form4_162829961585603.xml · nonDerivative · entry 4 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,106 F4 · 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 |
| August 04, 2021 Filed Aug 6, 2021 21:27 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 3,273 | $58.64 | $191,928.72 |
DisclosureSEC source: 0001794515-21-000224 · wf-form4_162829961585603.xml · nonDerivative · entry 3 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,718 F3 · kind: Reflects shares sold to cover the Reporting Person's tax liability in connection with the vesting of the HSKB Units reported herein. Read SEC document |
| August 04, 2021 Filed Aug 6, 2021 21:27 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionClass A Common Stock | 11,718 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-21-000224 · wf-form4_162829961585603.xml · nonDerivative · entry 2 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,991 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 phantom units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting settled into limited liability company units ("HoldCo Units") of ZoomInfo Intermediate Holdings LLC ("HoldCo") together with an equal number of shares of Class B common stock of ZoomInfo. These HoldCo Units and shares of Class B Common Stock were automatically exchanged for shares of ZoomInfo's Class A Common Stock on a one-for-one basis, as described herein. F2 · price: Reflects phantom units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting settled into limited liability company units ("HoldCo Units") of ZoomInfo Intermediate Holdings LLC ("HoldCo") together with an equal number of shares of Class B common stock of ZoomInfo. These HoldCo Units and shares of Class B Common Stock were automatically exchanged for shares of ZoomInfo's Class A Common Stock on a one-for-one basis, as described herein. Read SEC document |
| August 04, 2021 Filed Aug 6, 2021 21:27 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionClass A Common Stock | 3,273 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-21-000224 · wf-form4_162829961585603.xml · nonDerivative · entry 1 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,273 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: On August 4, 2021, upon vesting, limited liability company units of HSKB Funds, LLC ("HSKB Units") settled into limited liability company units ("OpCo Units") of ZoomInfo Holdings LLC ("OpCo") together with an equal number of shares of Class B common stock ("Class B Common Stock") of ZoomInfo Technologies Inc. ("ZoomInfo"). A portion of these OpCo Units and shares of Class B Common Stock were exchanged for shares of ZoomInfo's Class A common stock ("Class A Common Stock") as described herein. F1 · price: On August 4, 2021, upon vesting, limited liability company units of HSKB Funds, LLC ("HSKB Units") settled into limited liability company units ("OpCo Units") of ZoomInfo Holdings LLC ("OpCo") together with an equal number of shares of Class B common stock ("Class B Common Stock") of ZoomInfo Technologies Inc. ("ZoomInfo"). A portion of these OpCo Units and shares of Class B Common Stock were exchanged for shares of ZoomInfo's Class A common stock ("Class A Common Stock") as described herein. Read SEC document |
| July 08, 2021 Filed Jul 12, 2021 17:24 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: 0001794515-21-000167 · wf-form4_162612505264098.xml · derivative · entry 6 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,704 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 |
| July 08, 2021 Filed Jul 12, 2021 17:24 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 8,492 | $51.90 | $440,748.39 |
DisclosureSEC source: 0001794515-21-000167 · wf-form4_162612505264098.xml · nonDerivative · entry 5 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · 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. The shares were sold in multiple transactions ranging from $51.49 to $52.27, 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 |
| July 08, 2021 Filed Jul 12, 2021 17:24 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 3,844 | $50.96 | $195,896.77 |
DisclosureSEC source: 0001794515-21-000167 · wf-form4_162612505264098.xml · nonDerivative · entry 4 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,492 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. The shares were sold in multiple transactions ranging from $50.49 to $51.47, 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 |
| July 08, 2021 Filed Jul 12, 2021 17:24 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 1,500 | $49.86 | $74,782.95 |
DisclosureSEC source: 0001794515-21-000167 · wf-form4_162612505264098.xml · nonDerivative · entry 3 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,336 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. The shares were sold in multiple transactions ranging from $49.33 to $50.30, 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 |
| July 08, 2021 Filed Jul 12, 2021 17:24 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Tax withholdingClass A Common Stock | 1,164 | $51.58 | $60,039.12 |
DisclosureSEC source: 0001794515-21-000167 · wf-form4_162612505264098.xml · nonDerivative · entry 2 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,836 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 |
| July 08, 2021 Filed Jul 12, 2021 17:24 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionClass A Common Stock | 15,000 | $4.00 | $60,000.00 |
DisclosureSEC source: 0001794515-21-000167 · wf-form4_162612505264098.xml · nonDerivative · entry 1 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 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. Read SEC document |
| June 10, 2021 Filed Jun 14, 2021 20:11 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: 0001794515-21-000152 · wf-form4_162371584739723.xml · derivative · entry 6 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,704 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 |
| June 10, 2021 Filed Jun 14, 2021 20:11 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 1,300 | $46.41 | $60,333.00 |
DisclosureSEC source: 0001794515-21-000152 · wf-form4_162371584739723.xml · nonDerivative · entry 5 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · 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 $46.37 to $46.46, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| June 10, 2021 Filed Jun 14, 2021 20:11 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 8,463 | $45.93 | $388,705.59 |
DisclosureSEC source: 0001794515-21-000152 · wf-form4_162371584739723.xml · nonDerivative · entry 4 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,300 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 $45.37 to $46.36, 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 |
| June 10, 2021 Filed Jun 14, 2021 20:11 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 3,900 | $45.17 | $176,163.00 |
DisclosureSEC source: 0001794515-21-000152 · wf-form4_162371584739723.xml · nonDerivative · entry 3 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,763 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 $44.36 to $45.35, 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 |
| June 10, 2021 Filed Jun 14, 2021 20:11 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Tax withholdingClass A Common Stock | 1,337 | $44.88 | $60,004.56 |
DisclosureSEC source: 0001794515-21-000152 · wf-form4_162371584739723.xml · nonDerivative · entry 2 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,663 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 |
| June 10, 2021 Filed Jun 14, 2021 20:11 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionClass A Common Stock | 15,000 | $4.00 | $60,000.00 |
DisclosureSEC source: 0001794515-21-000152 · wf-form4_162371584739723.xml · nonDerivative · entry 1 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 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. Read SEC document |
| June 01, 2021 Filed Jun 4, 2021 08:26 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | ConversionLLC Units of ZoomInfo Holdings LLC · Derivative | 1,059 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-21-000140 · wf-form4_162280955313449.xml · derivative · entry 6 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,709 Underlying: Class A Common Stock · 1,059 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · derivative.exercise_price: 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 are 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. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share. F1 · kind: On June 1, 2021, upon vesting limited liability company units of HSKB Funds, LLC ("HSKB Units") settled into limited liability company units ("OpCo Units") of ZoomInfo Holdings LLC ("OpCo") together with an equal number of shares of Class B common stock ("Class B Common Stock") of ZoomInfo Technologies Inc. ("ZoomInfo"). A portion of these OpCo Units and shares of Class B Common Stock were exchanged for shares of the Issuer's Class A common stock ("Class A Common Stock") as described herein. F7 · derivative.exercise_date: 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 are 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. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share. F7 · derivative.expiration_date: 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 are 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. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share. Read SEC document |
| June 01, 2021 Filed Jun 4, 2021 08:26 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | ConversionLLC Units of ZoomInfo Holdings LLC · Derivative | 5,314 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-21-000140 · wf-form4_162280955313449.xml · derivative · entry 5 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,768 Underlying: Class A Common Stock · 5,314 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. F7 · derivative.exercise_price: 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 are 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. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share. F1 · kind: On June 1, 2021, upon vesting limited liability company units of HSKB Funds, LLC ("HSKB Units") settled into limited liability company units ("OpCo Units") of ZoomInfo Holdings LLC ("OpCo") together with an equal number of shares of Class B common stock ("Class B Common Stock") of ZoomInfo Technologies Inc. ("ZoomInfo"). A portion of these OpCo Units and shares of Class B Common Stock were exchanged for shares of the Issuer's Class A common stock ("Class A Common Stock") as described herein. F7 · derivative.exercise_date: 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 are 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. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share. F7 · derivative.expiration_date: 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 are 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. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share. Read SEC document |
| June 01, 2021 Filed Jun 4, 2021 08:26 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | ConversionLLC Units of HSKB Funds, LLC · Derivative | 5,314 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-21-000140 · wf-form4_162280955313449.xml · derivative · entry 4 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,730 Underlying: Class A Common Stock · 5,314 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. F5 · derivative.exercise_price: Each of these HSKB Units represents the economic value of one OpCo Unit. Upon vesting, each HSKB Unit settles into an OpCo Unit and a share of Class B Common Stock, which together may be exchanged for shares of Class A Common Stock on a one-for-one basis, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. Shares of Class B common stock have no economic value and have 10 votes per shares. F1 · kind: On June 1, 2021, upon vesting limited liability company units of HSKB Funds, LLC ("HSKB Units") settled into limited liability company units ("OpCo Units") of ZoomInfo Holdings LLC ("OpCo") together with an equal number of shares of Class B common stock ("Class B Common Stock") of ZoomInfo Technologies Inc. ("ZoomInfo"). A portion of these OpCo Units and shares of Class B Common Stock were exchanged for shares of the Issuer's Class A common stock ("Class A Common Stock") as described herein. F6 · 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. F6 · 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. F5 · derivative.underlying: Each of these HSKB Units represents the economic value of one OpCo Unit. Upon vesting, each HSKB Unit settles into an OpCo Unit and a share of Class B Common Stock, which together may be exchanged for shares of Class A Common Stock on a one-for-one basis, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. Shares of Class B common stock have no economic value and have 10 votes per shares. Read SEC document |
| June 01, 2021 Filed Jun 4, 2021 08:26 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 36 | $43.46 | $1,564.56 |
DisclosureSEC source: 0001794515-21-000140 · wf-form4_162280955313449.xml · nonDerivative · entry 3 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · kind: Reflects shares sold to cover the Reporting Person's tax liability in connection with the vesting of the securities reported herein. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $43.42 to $43.56, 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 |
| June 01, 2021 Filed Jun 4, 2021 08:26 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 1,023 | $42.74 | $43,723.02 |
DisclosureSEC source: 0001794515-21-000140 · wf-form4_162280955313449.xml · nonDerivative · entry 2 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36 F2 · kind: Reflects shares sold to cover the Reporting Person's tax liability in connection with the vesting of the securities reported herein. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $42.37 to $43.30, 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.