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 |
|---|---|---|---|---|---|---|
| June 01, 2021 Filed Jun 4, 2021 08:26 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | ConversionClass A Common Stock | 1,059 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-21-000140 · wf-form4_162280955313449.xml · nonDerivative · entry 1 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,059 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 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. Read SEC document |
| May 13, 2021 Filed May 17, 2021 21:16 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: 0001794515-21-000132 · wf-form4_162130057107968.xml · derivative · entry 7 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,704 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 |
| May 13, 2021 Filed May 17, 2021 21:16 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 606 | $42.26 | $25,609.56 |
DisclosureSEC source: 0001794515-21-000132 · wf-form4_162130057107968.xml · nonDerivative · entry 6 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. F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $42.14 to $42.49, 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 |
| May 13, 2021 Filed May 17, 2021 21:16 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 3,269 | $41.66 | $136,186.54 |
DisclosureSEC source: 0001794515-21-000132 · wf-form4_162130057107968.xml · nonDerivative · entry 5 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 606 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 $41.11 to $42.105, 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 |
| May 13, 2021 Filed May 17, 2021 21:16 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 2,894 | $40.46 | $117,091.24 |
DisclosureSEC source: 0001794515-21-000132 · wf-form4_162130057107968.xml · nonDerivative · entry 4 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,875 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 $40.08 to $41.04, 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 |
| May 13, 2021 Filed May 17, 2021 21:16 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 6,803 | $39.77 | $270,555.31 |
DisclosureSEC source: 0001794515-21-000132 · wf-form4_162130057107968.xml · nonDerivative · entry 3 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,769 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 $39.08 to $40.06, 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 |
| May 13, 2021 Filed May 17, 2021 21:16 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Tax withholdingClass A Common Stock | 1,428 | $42.04 | $60,033.12 |
DisclosureSEC source: 0001794515-21-000132 · wf-form4_162130057107968.xml · nonDerivative · entry 2 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,572 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 |
| May 13, 2021 Filed May 17, 2021 21:16 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionClass A Common Stock | 15,000 | $4.00 | $60,000.00 |
DisclosureSEC source: 0001794515-21-000132 · wf-form4_162130057107968.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 |
| May 05, 2021 Filed May 6, 2021 18:11 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | ConversionLLC Units of ZoomInfo Holdings LLC · Derivative | 2,395 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-21-000126 · wf-form4_162033905044683.xml · derivative · entry 6 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,454 Underlying: Class A Common Stock · 2,395 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 May 5, 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 |
| May 05, 2021 Filed May 6, 2021 18:11 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | ConversionLLC Units of ZoomInfo Holdings LLC · Derivative | 10,629 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-21-000126 · wf-form4_162033905044683.xml · derivative · entry 5 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,849 Underlying: Class A Common Stock · 10,629 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 May 5, 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 |
| May 05, 2021 Filed May 6, 2021 18:11 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | ConversionLLC Units of HSKB Funds, LLC · Derivative | 10,629 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-21-000126 · wf-form4_162033905044683.xml · derivative · entry 4 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,044 Underlying: Class A Common Stock · 10,629 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 share. F1 · kind: On May 5, 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 share. Read SEC document |
| May 05, 2021 Filed May 6, 2021 18:11 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 468 | $47.29 | $22,131.72 |
DisclosureSEC source: 0001794515-21-000126 · wf-form4_162033905044683.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 $47.13 to $47.78, 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 |
| May 05, 2021 Filed May 6, 2021 18:11 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 1,927 | $46.65 | $89,894.55 |
DisclosureSEC source: 0001794515-21-000126 · wf-form4_162033905044683.xml · nonDerivative · entry 2 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 468 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 $46.13 to $47.12, 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 |
| May 05, 2021 Filed May 6, 2021 18:11 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | ConversionClass A Common Stock | 2,395 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-21-000126 · wf-form4_162033905044683.xml · nonDerivative · entry 1 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,395 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 May 5, 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. F1 · price: On May 5, 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. Read SEC document |
| April 08, 2021 Filed Apr 12, 2021 17:34 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: 0001794515-21-000101 · wf-form4_161826323024666.xml · derivative · entry 5 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255,704 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 |
| April 08, 2021 Filed Apr 12, 2021 17:34 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 600 | $49.14 | $29,484.00 |
DisclosureSEC source: 0001794515-21-000101 · wf-form4_161826323024666.xml · nonDerivative · entry 4 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. F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions ranging from $49.00 to $49.25, 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 |
| April 08, 2021 Filed Apr 12, 2021 17:34 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 13,152 | $48.32 | $635,504.64 |
DisclosureSEC source: 0001794515-21-000101 · wf-form4_161826323024666.xml · nonDerivative · entry 3 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 600 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 $47.98 to $48.94, 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 |
| April 08, 2021 Filed Apr 12, 2021 17:34 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Tax withholdingClass A Common Stock | 1,248 | $48.09 | $60,016.32 |
DisclosureSEC source: 0001794515-21-000101 · wf-form4_161826323024666.xml · nonDerivative · entry 2 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,752 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 |
| April 08, 2021 Filed Apr 12, 2021 17:34 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionClass A Common Stock | 15,000 | $4.00 | $60,000.00 |
DisclosureSEC source: 0001794515-21-000101 · wf-form4_161826323024666.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 |
| March 11, 2021 Filed Mar 15, 2021 17:04 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: 0001794515-21-000091 · wf-form4_161584223478408.xml · derivative · entry 5 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 270,704 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 |
| March 11, 2021 Filed Mar 15, 2021 17:04 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 8,040 | $48.61 | $390,824.40 |
DisclosureSEC source: 0001794515-21-000091 · wf-form4_161584223478408.xml · nonDerivative · entry 4 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. F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions ranging from $48.15 to $48.95, 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 |
| March 11, 2021 Filed Mar 15, 2021 17:04 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 5,680 | $47.78 | $271,390.40 |
DisclosureSEC source: 0001794515-21-000091 · wf-form4_161584223478408.xml · nonDerivative · entry 3 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,040 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 $47.14 to $48.13, 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 |
| March 11, 2021 Filed Mar 15, 2021 17:04 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Tax withholdingClass A Common Stock | 1,280 | $46.88 | $60,006.40 |
DisclosureSEC source: 0001794515-21-000091 · wf-form4_161584223478408.xml · nonDerivative · entry 2 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,720 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 |
| March 11, 2021 Filed Mar 15, 2021 17:04 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionClass A Common Stock | 15,000 | $4.00 | $60,000.00 |
DisclosureSEC source: 0001794515-21-000091 · wf-form4_161584223478408.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 |
| March 01, 2021 Filed Mar 3, 2021 18:00 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | GrantLTIP Units of ZoomInfo Holdings LLC · Derivative | 127,814 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-21-000083 · wf-form4_161481239333626.xml · derivative · entry 7 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,434 Underlying: Class A Common Stock · 127,814 shares Expires not disclosed F8 · derivative.exercise_price: Reflects LTIP Units of OpCo that generally vest as follows: 100% on March 1, 2024. Each vested LTIP Unit shall be automatically converted into OpCo Units (together with corresponding shares of Class B Common Stock) which would then be 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. Shares of Class B Common Stock have no economic value and have 10 votes per share. F8 · price: Reflects LTIP Units of OpCo that generally vest as follows: 100% on March 1, 2024. Each vested LTIP Unit shall be automatically converted into OpCo Units (together with corresponding shares of Class B Common Stock) which would then be 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. Shares of Class B Common Stock have no economic value and have 10 votes per share. F8 · derivative.exercise_date: Reflects LTIP Units of OpCo that generally vest as follows: 100% on March 1, 2024. Each vested LTIP Unit shall be automatically converted into OpCo Units (together with corresponding shares of Class B Common Stock) which would then be 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. Shares of Class B Common Stock have no economic value and have 10 votes per share. F8 · derivative.expiration_date: Reflects LTIP Units of OpCo that generally vest as follows: 100% on March 1, 2024. Each vested LTIP Unit shall be automatically converted into OpCo Units (together with corresponding shares of Class B Common Stock) which would then be 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. Shares of Class B Common Stock have no economic value and have 10 votes per share. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 18:00 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | ConversionLLC Units of ZoomInfo Holdings LLC · Derivative | 1,019 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-21-000083 · wf-form4_161481239333626.xml · derivative · entry 6 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,220 Underlying: Class A Common Stock · 1,019 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 March 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 |
| March 01, 2021 Filed Mar 3, 2021 18:00 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | ConversionLLC Units of ZoomInfo Holdings LLC · Derivative | 5,317 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-21-000083 · wf-form4_161481239333626.xml · derivative · entry 5 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,239 Underlying: Class A Common Stock · 5,317 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 March 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 |
| March 01, 2021 Filed Mar 3, 2021 18:00 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | ConversionLLC Units of HSKB Funds, LLC · Derivative | 5,317 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-21-000083 · wf-form4_161481239333626.xml · derivative · entry 4 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,673 Underlying: Class A Common Stock · 5,317 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 March 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 |
| March 01, 2021 Filed Mar 3, 2021 18:00 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 492 | $55.08 | $27,099.36 |
DisclosureSEC source: 0001794515-21-000083 · wf-form4_161481239333626.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 $54.99 to $55.21, 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 |
| March 01, 2021 Filed Mar 3, 2021 18:00 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 527 | $54.24 | $28,584.48 |
DisclosureSEC source: 0001794515-21-000083 · wf-form4_161481239333626.xml · nonDerivative · entry 2 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 492 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 $53.99 to $54.97, 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 |
| March 01, 2021 Filed Mar 3, 2021 18:00 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | ConversionClass A Common Stock | 1,019 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-21-000083 · wf-form4_161481239333626.xml · nonDerivative · entry 1 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,019 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 March 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. F1 · price: On March 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. Read SEC document |
| February 24, 2021 Filed Feb 26, 2021 18:11 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | ConversionLLC Units of ZoomInfo Holdings LLC · Derivative | 3,284 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-21-000071 · wf-form4_161438103908677.xml · derivative · entry 6 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,922 Underlying: Class A Common Stock · 3,284 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 February 24, 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 |
| February 24, 2021 Filed Feb 26, 2021 18:11 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | ConversionLLC Units of ZoomInfo Holdings LLC · Derivative | 10,629 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-21-000071 · wf-form4_161438103908677.xml · derivative · entry 5 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,206 Underlying: Class A Common Stock · 10,629 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 February 24, 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 |
| February 24, 2021 Filed Feb 26, 2021 18:11 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | ConversionLLC Units of HSKB Funds, LLC · Derivative | 10,629 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-21-000071 · wf-form4_161438103908677.xml · derivative · entry 4 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,990 Underlying: Class A Common Stock · 10,629 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 February 24, 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 |
| February 24, 2021 Filed Feb 26, 2021 18:11 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 1,435 | $52.53 | $75,380.55 |
DisclosureSEC source: 0001794515-21-000071 · wf-form4_161438103908677.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 $52.25 to $53.11, 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 |
| February 24, 2021 Filed Feb 26, 2021 18:11 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 1,849 | $51.60 | $95,408.40 |
DisclosureSEC source: 0001794515-21-000071 · wf-form4_161438103908677.xml · nonDerivative · entry 2 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,435 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 $51.14 to $52.13, 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 |
| February 24, 2021 Filed Feb 26, 2021 18:11 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | ConversionClass A Common Stock | 3,284 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-21-000071 · wf-form4_161438103908677.xml · nonDerivative · entry 1 Hays Joseph Christopher · CIK 0001813655 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,284 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 February 24, 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. F1 · price: On February 24, 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. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 18:28 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: 0001794515-21-000046 · wf-form4_161351809060676.xml · derivative · entry 5 Hays Joseph Christopher · CIK 0001813655 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 285,704 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 |
| February 11, 2021 Filed Feb 16, 2021 18:28 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 8,893 | $56.62 | $503,521.66 |
DisclosureSEC source: 0001794515-21-000046 · wf-form4_161351809060676.xml · nonDerivative · entry 4 Hays Joseph Christopher · CIK 0001813655 · Chief Revenue 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. F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions ranging from $56.09 to $57.02, 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 |
| February 11, 2021 Filed Feb 16, 2021 18:28 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 5,042 | $55.74 | $281,041.08 |
DisclosureSEC source: 0001794515-21-000046 · wf-form4_161351809060676.xml · nonDerivative · entry 3 Hays Joseph Christopher · CIK 0001813655 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,893 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 $55.09 to $56.08, 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 |
| February 11, 2021 Filed Feb 16, 2021 18:28 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Tax withholdingClass A Common Stock | 1,065 | $55.72 | $59,341.80 |
DisclosureSEC source: 0001794515-21-000046 · wf-form4_161351809060676.xml · nonDerivative · entry 2 Hays Joseph Christopher · CIK 0001813655 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,935 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 |
| February 11, 2021 Filed Feb 16, 2021 18:28 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionClass A Common Stock | 15,000 | $4.00 | $60,000.00 |
DisclosureSEC source: 0001794515-21-000046 · wf-form4_161351809060676.xml · nonDerivative · entry 1 Hays Joseph Christopher · CIK 0001813655 · Chief Revenue 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 |
| February 05, 2021 Filed Feb 8, 2021 18:45 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionClass P Units of ZoomInfo Holdings LLC · Derivative | 50,000 | $0.00 Strike: $4.00 | $0.00 |
DisclosureSEC source: 0001794515-21-000044 · wf-form4_161282790110017.xml · derivative · entry 5 Hays Joseph Christopher · CIK 0001813655 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,704 Underlying: Class A Common Stock · 50,000 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 |
| February 05, 2021 Filed Feb 8, 2021 18:45 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 14,000 | $56.00 | $784,000.00 |
DisclosureSEC source: 0001794515-21-000044 · wf-form4_161282790110017.xml · nonDerivative · entry 4 Hays Joseph Christopher · CIK 0001813655 · Chief Revenue 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. F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions ranging from $56.00 to $56.01, 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 |
| February 05, 2021 Filed Feb 8, 2021 18:45 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 32,448 | $55.02 | $1,785,288.96 |
DisclosureSEC source: 0001794515-21-000044 · wf-form4_161282790110017.xml · nonDerivative · entry 3 Hays Joseph Christopher · CIK 0001813655 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,000 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 $54.73 to $55.58, 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 |
| February 05, 2021 Filed Feb 8, 2021 18:45 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Tax withholdingClass A Common Stock | 3,552 | $56.31 | $200,013.12 |
DisclosureSEC source: 0001794515-21-000044 · wf-form4_161282790110017.xml · nonDerivative · entry 2 Hays Joseph Christopher · CIK 0001813655 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,448 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 |
| February 05, 2021 Filed Feb 8, 2021 18:45 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionClass A Common Stock | 50,000 | $4.00 | $200,000.00 |
DisclosureSEC source: 0001794515-21-000044 · wf-form4_161282790110017.xml · nonDerivative · entry 1 Hays Joseph Christopher · CIK 0001813655 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 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 |
| December 14, 2020 Filed Dec 16, 2020 19:37 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | ConversionLLC Units of ZoomInfo Holdings LLC · Derivative | 17,241 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-20-000052 · wf-form4_160816540990631.xml · derivative · entry 5 Hays Joseph Christopher · CIK 0001813655 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,577 Underlying: Class A Common Stock · 17,241 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: On December 14, 2020, 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 Class A common stock ("Class A Common Stock") of ZoomInfo 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 |
| December 14, 2020 Filed Dec 16, 2020 19:37 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | ConversionLLC Units of ZoomInfo Holdings LLC · Derivative | 42,208 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-20-000052 · wf-form4_160816540990631.xml · derivative · entry 4 Hays Joseph Christopher · CIK 0001813655 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,818 Underlying: Class A Common Stock · 42,208 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: On December 14, 2020, 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 Class A common stock ("Class A Common Stock") of ZoomInfo 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 |
| December 14, 2020 Filed Dec 16, 2020 19:37 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | ConversionLLC Units of HSKB Funds, LLC · Derivative | 42,208 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-20-000052 · wf-form4_160816540990631.xml · derivative · entry 3 Hays Joseph Christopher · CIK 0001813655 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,619 Underlying: Class A Common Stock · 42,208 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. F4 · 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 on-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 December 14, 2020, 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 Class A common stock ("Class A Common Stock") of ZoomInfo as described herein. F5 · 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. F5 · 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. F4 · 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 on-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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.