Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ZoomInfo Technologies Inc.ZI · Entity 1794 | President, Israel and CTO | January 01, 2023 | January 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 January 01, 2023 · Filed January 04, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,258,572 |
Reported balance
After 2023-01-01 transaction · row 1
1 source rowRow 1 · 2023-01-01 · Exercise / conversion · Acquired 187,161 · Balance 1,258,572 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-01-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-01-01 · Exercise / conversion · Disposed 187,161 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F2: This grant of restricted stock units vested in its entirety on January 1, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock.
F2: This grant of restricted stock units vested in its entirety on January 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 |
|---|---|---|---|---|---|---|
| January 01, 2023 Filed Jan 4, 2023 16:45 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionRestricted Stock Units · Derivative | 187,161 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-23-000004 · wf-form4_167286866446482.xml · derivative · entry 2 Keren Nir · CIK 0001813609 · President, Israel and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 187,161 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F2 · derivative.exercise_date: This grant of restricted stock units vested in its entirety on January 1, 2023. F2 · derivative.expiration_date: This grant of restricted stock units vested in its entirety on January 1, 2023. Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 16:45 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionCommon Stock | 187,161 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-23-000004 · wf-form4_167286866446482.xml · nonDerivative · entry 1 Keren Nir · CIK 0001813609 · President, Israel and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,258,572 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| December 03, 2022 Filed Dec 6, 2022 16:40 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionRestricted Stock Units · Derivative | 15,953 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-22-000193 · wf-form4_167036281038302.xml · derivative · entry 2 Keren Nir · CIK 0001813609 · President, Israel and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,904 Underlying: Common Stock · 15,953 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F2 · derivative.exercise_date: The Reporting Person received an original grant of 190,477 restricted stock units, which vest as follows: (a) 33% on June 3, 2021; and (b) the remaining 67% in equal quarterly installments during the 24 months following June 3, 2021. F2 · derivative.expiration_date: The Reporting Person received an original grant of 190,477 restricted stock units, which vest as follows: (a) 33% on June 3, 2021; and (b) the remaining 67% in equal quarterly installments during the 24 months following June 3, 2021. Read SEC document |
| December 03, 2022 Filed Dec 6, 2022 16:40 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionCommon Stock | 15,953 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-22-000193 · wf-form4_167036281038302.xml · nonDerivative · entry 1 Keren Nir · CIK 0001813609 · President, Israel and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,071,411 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| September 30, 2022 Filed Oct 4, 2022 18:03 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleCommon Stock | 15,000 | $41.25 | $618,691.50 |
DisclosureSEC source: 0001794515-22-000166 · wf-form4_166492101902054.xml · nonDerivative · entry 1 Keren Nir · CIK 0001813609 · President, Israel and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,055,458 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $40.95 to $41.63, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| September 03, 2022 Filed Sep 7, 2022 16:17 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionRestricted Stock Units · Derivative | 15,953 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-22-000160 · wf-form4_166258181696786.xml · derivative · entry 2 Keren Nir · CIK 0001813609 · President, Israel and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,857 Underlying: Common Stock · 15,953 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F2 · derivative.exercise_date: The Reporting Person received an original grant of 190,477 restricted stock units, which vest as follows: (a) 33% on June 3, 2021; and (b) the remaining 67% in equal quarterly installments during the 24 months following June 3, 2021. F2 · derivative.expiration_date: The Reporting Person received an original grant of 190,477 restricted stock units, which vest as follows: (a) 33% on June 3, 2021; and (b) the remaining 67% in equal quarterly installments during the 24 months following June 3, 2021. Read SEC document |
| September 03, 2022 Filed Sep 7, 2022 16:17 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionCommon Stock | 15,953 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-22-000160 · wf-form4_166258181696786.xml · nonDerivative · entry 1 Keren Nir · CIK 0001813609 · President, Israel and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,070,458 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| August 31, 2022 Filed Sep 1, 2022 17:30 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleCommon Stock | 1,600 | $45.92 | $73,479.04 |
DisclosureSEC source: 0001794515-22-000146 · wf-form4_166206782847357.xml · nonDerivative · entry 2 Keren Nir · CIK 0001813609 · President, Israel and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,054,505 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $45.64 to $46.60, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| August 31, 2022 Filed Sep 1, 2022 17:30 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleCommon Stock | 13,400 | $45.10 | $604,282.38 |
DisclosureSEC source: 0001794515-22-000146 · wf-form4_166206782847357.xml · nonDerivative · entry 1 Keren Nir · CIK 0001813609 · President, Israel and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,056,105 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $44.61 to $45.56, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| June 03, 2022 Filed Jun 7, 2022 17:25 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionRestricted Stock Units · Derivative | 15,952 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-22-000114 · wf-form4_165463711353799.xml · derivative · entry 2 Keren Nir · CIK 0001813609 · President, Israel and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,810 Underlying: Common Stock · 15,952 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F2 · derivative.exercise_date: The Reporting Person received an original grant of 190,477 restricted stock units, which vest as follows: (a) 33% on June 3, 2021; and (b) the remaining 67% in equal quarterly installments during the 24 months following June 3, 2021. F2 · derivative.expiration_date: The Reporting Person received an original grant of 190,477 restricted stock units, which vest as follows: (a) 33% on June 3, 2021; and (b) the remaining 67% in equal quarterly installments during the 24 months following June 3, 2021. Read SEC document |
| June 03, 2022 Filed Jun 7, 2022 17:25 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionCommon Stock | 15,952 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-22-000114 · wf-form4_165463711353799.xml · nonDerivative · entry 1 Keren Nir · CIK 0001813609 · President, Israel and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,069,505 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| April 05, 2022 Filed Apr 6, 2022 17:05 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 100 | $61.30 | $6,130.00 |
DisclosureSEC source: 0001794515-22-000064 · wf-form4_164927910264857.xml · nonDerivative · entry 2 Keren Nir · CIK 0001813609 · President, Israel and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,053,553 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| April 05, 2022 Filed Apr 6, 2022 17:05 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 14,900 | $60.15 | $896,167.95 |
DisclosureSEC source: 0001794515-22-000064 · wf-form4_164927910264857.xml · nonDerivative · entry 1 Keren Nir · CIK 0001813609 · President, Israel and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,053,653 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $60.00 to $60.86, 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 18, 2022 Filed Mar 22, 2022 16:17 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 15,000 | $60.00 | $900,000.00 |
DisclosureSEC source: 0001794515-22-000046 · wf-form4_164798020822478.xml · nonDerivative · entry 1 Keren Nir · CIK 0001813609 · President, Israel and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,068,553 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| March 03, 2022 Filed Mar 3, 2022 17:48 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionRestricted Stock Units · Derivative | 15,953 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-22-000028 · wf-form4_164634767646955.xml · derivative · entry 3 Keren Nir · CIK 0001813609 · President, Israel and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,762 Underlying: Class A Common Stock · 15,953 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F3 · derivative.exercise_date: The Reporting Person received an original grant of 190,477 restricted stock units, which vest as follows: (a) 33% on June 3, 2021; and (b) the remaining 67% in equal quarterly installments during the 24 months following June 3, 2021. F3 · derivative.expiration_date: The Reporting Person received an original grant of 190,477 restricted stock units, which vest as follows: (a) 33% on June 3, 2021; and (b) the remaining 67% in equal quarterly installments during the 24 months following June 3, 2021. Read SEC document |
| March 03, 2022 Filed Mar 3, 2022 17:48 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionClass A Common Stock | 15,953 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-22-000028 · wf-form4_164634767646955.xml · nonDerivative · entry 1 Keren Nir · CIK 0001813609 · President, Israel and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,083,553 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 17:48 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | GrantRestricted Stock Units · Derivative | 182,849 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-22-000028 · wf-form4_164634767646955.xml · derivative · entry 2 Keren Nir · CIK 0001813609 · President, Israel and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,849 Underlying: Class A Common Stock · 182,849 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: The Reporting Person received an original grant of 182,849 restricted stock units, which vest as follows: (a) 50% on March 1, 2024; and (b) the remaining 50% on March 1, 2025. F2 · derivative.expiration_date: The Reporting Person received an original grant of 182,849 restricted stock units, which vest as follows: (a) 50% on March 1, 2024; and (b) the remaining 50% on March 1, 2025. Read SEC document |
| December 03, 2021 Filed Dec 7, 2021 16:27 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionRestricted Stock Units · Derivative | 15,953 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-21-000361 · wf-form4_163891242207591.xml · derivative · entry 2 Keren Nir · CIK 0001813609 · President, Israel and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,715 Underlying: Class A Common Stock · 15,953 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. The restricted stock units will be settled into either Class A Common Stock or cash (or a combination thereof) at the discretion of the Issuer. F1 · kind: Reflects restricted stock units that upon vesting settled into shares of Class A common stock ("Class A Common Stock") of ZoomInfo Technologies Inc. (the "Issuer") on a one-for-one basis. F3 · derivative.exercise_date: The Reporting Person received an original grant totaling 190,477 restricted stock units which vest as follows: (a) 33% vested on June 3, 2021; and (b) the remaining 67% vests in equal quarterly installments during the 24 months following June 3, 2021. F3 · derivative.expiration_date: The Reporting Person received an original grant totaling 190,477 restricted stock units which vest as follows: (a) 33% vested on June 3, 2021; and (b) the remaining 67% vests in equal quarterly installments during the 24 months following June 3, 2021. Read SEC document |
| December 03, 2021 Filed Dec 7, 2021 16:27 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionClass A Common Stock | 15,953 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-21-000361 · wf-form4_163891242207591.xml · nonDerivative · entry 1 Keren Nir · CIK 0001813609 · President, Israel and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,067,600 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 restricted stock units that upon vesting settled into shares of Class A common stock ("Class A Common Stock") of ZoomInfo Technologies Inc. (the "Issuer") on a one-for-one basis. F1 · price: Reflects restricted stock units that upon vesting settled into shares of Class A common stock ("Class A Common Stock") of ZoomInfo Technologies Inc. (the "Issuer") on a one-for-one basis. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 21:23 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Disposition to issuerClass P Units of ZoomInfo Holdings LLC · Derivative | 1,078,166 | Not disclosed Strike: $6.56 | Not disclosed |
DisclosureSEC source: 0001794515-21-000329 · wf-form4_163590258346389.xml · derivative · entry 2 Keren Nir · CIK 0001813609 · President, Israel and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,078,166 shares Expires not disclosed F2 · kind: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. These Class P Units were fully vested. F2 · price: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. These Class P Units were fully vested. F2 · derivative.exercise_date: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. These Class P Units were fully vested. F2 · derivative.expiration_date: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. These Class P Units were fully vested. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 21:23 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | GrantClass A Common Stock | 972,838 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-21-000329 · wf-form4_163590258346389.xml · nonDerivative · entry 1 Keren Nir · CIK 0001813609 · President, Israel and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,051,647 F1 · security: On October 29, 2021, pursuant to a reorganization, (the "Reorganization"), ZoomInfo Technologies Inc. (formerly known as ZoomInfo NewCo Inc.) (the "Issuer") became the successor of ZoomInfo Intermediate Inc. (formerly known as ZoomInfo Technologies Inc.) ("ZoomInfo") pursuant to merger transactions, in which a subsidiary of ZoomInfo Technologies Inc. merged with and into ZoomInfo Intermediate Inc. with ZoomInfo Intermediate Inc. surviving and, immediately following such merger, a subsidiary of ZoomInfo Technologies Inc. merged with and into ZoomInfo Holdings LLC ("OpCo"), a subsidiary of ZoomInfo Intermediate Inc., with OpCo surviving. The mergers resulted in the Issuer becoming a parent holding company of ZoomInfo and OpCo, but did not alter the proportionate economic interests of security holders. F2 · kind: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. These Class P Units were fully vested. F2 · shares: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. These Class P Units were fully vested. F2 · price: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. These Class P Units were fully vested. Read SEC document |
| September 03, 2021 Filed Sep 14, 2021 20:16 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionRestricted Stock Units · Derivative | 15,952 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-21-000287 · wf-form4_163166495609706.xml · derivative · entry 2 Keren Nir · CIK 0001813609 · President, Israel and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,668 Underlying: Class A Common Stock · 15,952 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. The restricted stock units will be settled into either Class A Common Stock or cash (or a combination thereof) at the discretion of the Issuer. F1 · kind: Reflects restricted stock units that upon vesting settled into shares of Class A common stock ("Class A Common Stock") of ZoomInfo Technologies Inc. (the "Issuer") on a one-for-one basis. F3 · derivative.exercise_date: The Reporting Person received an original grant totaling 190,477 restricted stock units which vest as follows: (a) 33% vested on June 3, 2021; and (b) the remaining 67% vests in equal quarterly installments during the 24 months following June 3, 2021. F3 · derivative.expiration_date: The Reporting Person received an original grant totaling 190,477 restricted stock units which vest as follows: (a) 33% vested on June 3, 2021; and (b) the remaining 67% vests in equal quarterly installments during the 24 months following June 3, 2021. Read SEC document |
| September 03, 2021 Filed Sep 14, 2021 20:16 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionClass A Common Stock | 15,952 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-21-000287 · wf-form4_163166495609706.xml · nonDerivative · entry 1 Keren Nir · CIK 0001813609 · President, Israel and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,809 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 restricted stock units that upon vesting settled into shares of Class A common stock ("Class A Common Stock") of ZoomInfo Technologies Inc. (the "Issuer") on a one-for-one basis. F1 · price: Reflects restricted stock units that upon vesting settled into shares of Class A common stock ("Class A Common Stock") of ZoomInfo Technologies Inc. (the "Issuer") on a one-for-one basis. Read SEC document |
| July 23, 2021 Filed Jul 27, 2021 17:16 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | GrantRestricted Stock Units · Derivative | 187,161 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-21-000188 · wf-form4_162742056466311.xml · derivative · entry 1 Keren Nir · CIK 0001813609 · President, Israel and CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,161 Underlying: Class A Common Stock · 187,161 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: This grant of restricted stock units shall vest in its entirety on January 1, 2023. F2 · derivative.expiration_date: This grant of restricted stock units shall vest in its entirety on January 1, 2023. Read SEC document |
| June 03, 2021 Filed Jun 7, 2021 21:16 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionRestricted Stock Units · Derivative | 62,857 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-21-000146 · wf-form4_162311494915184.xml · derivative · entry 2 Keren Nir · CIK 0001813609 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,620 Underlying: Class A Common Stock · 62,857 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. The restricted stock units will be settled into either Class A Common Stock or cash (or a combination thereof) at the discretion of the Issuer. F1 · kind: Reflects restricted stock units that upon vesting settled into shares of Class A common stock ("Class A Common Stock") of ZoomInfo Technologies Inc. (the "Issuer") on a one-for-one basis. F3 · derivative.exercise_date: The Reporting Person received an original grant totaling 190,477 restricted stock units which vest as follows: (a) 33% vested on June 3, 2021; and (b) the remaining 67% vests in equal quarterly installments during the 24 months following June 3, 2021. F3 · derivative.expiration_date: The Reporting Person received an original grant totaling 190,477 restricted stock units which vest as follows: (a) 33% vested on June 3, 2021; and (b) the remaining 67% vests in equal quarterly installments during the 24 months following June 3, 2021. Read SEC document |
| June 03, 2021 Filed Jun 7, 2021 21:16 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionClass A Common Stock | 62,857 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-21-000146 · wf-form4_162311494915184.xml · nonDerivative · entry 1 Keren Nir · CIK 0001813609 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,857 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 restricted stock units that upon vesting settled into shares of Class A common stock ("Class A Common Stock") of ZoomInfo Technologies Inc. (the "Issuer") on a one-for-one basis. F1 · price: Reflects restricted stock units that upon vesting settled into shares of Class A common stock ("Class A Common Stock") of ZoomInfo Technologies Inc. (the "Issuer") on a one-for-one basis. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 17:48 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | GrantRestricted Stock Units · Derivative | 95,384 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-21-000079 · wf-form4_161481167106069.xml · derivative · entry 1 Keren Nir · CIK 0001813609 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,384 Underlying: Class A Common Stock · 95,384 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: These restricted stock units shall vest as follows: (a) 40% will vest on March 1, 2023; and (b) 60% will vest on March 1, 2024. F2 · derivative.expiration_date: These restricted stock units shall vest as follows: (a) 40% will vest on March 1, 2023; and (b) 60% will vest on March 1, 2024. Read SEC document |
| December 16, 2020 Filed Dec 17, 2020 18:44 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionClass P Units of ZoomInfo Holdings LLC · Derivative | 170,000 | $0.00 Strike: $6.56 | $0.00 |
DisclosureSEC source: 0001794515-20-000062 · wf-form4_160824866700502.xml · derivative · entry 4 Keren Nir · CIK 0001813609 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,078,166 Underlying: Class A Common Stock · 170,000 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. 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. F4 · derivative.exercise_date: These Class P Units are fully vested. F4 · derivative.expiration_date: These Class P Units are fully vested. Read SEC document |
| December 16, 2020 Filed Dec 17, 2020 18:44 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 142,964 | $40.50 | $5,790,042.00 |
DisclosureSEC source: 0001794515-20-000062 · wf-form4_160824866700502.xml · nonDerivative · entry 3 Keren Nir · CIK 0001813609 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| December 16, 2020 Filed Dec 17, 2020 18:44 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Tax withholdingClass A Common Stock | 27,036 | $41.25 | $1,115,235.00 |
DisclosureSEC source: 0001794515-20-000062 · wf-form4_160824866700502.xml · nonDerivative · entry 2 Keren Nir · CIK 0001813609 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,964 F2 · kind: Reflects shares deemed to be withheld in connection with the exchange of Class P Units described herein. Read SEC document |
| December 16, 2020 Filed Dec 17, 2020 18:44 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionClass A Common Stock | 170,000 | $6.56 | $1,115,200.00 |
DisclosureSEC source: 0001794515-20-000062 · wf-form4_160824866700502.xml · nonDerivative · entry 1 Keren Nir · CIK 0001813609 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,000 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. 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. Read SEC document |
| December 08, 2020 Filed Dec 10, 2020 17:47 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionClass P Units of ZoomInfo Holdings LLC · Derivative | 330,000 | $0.00 Strike: $6.56 | $0.00 |
DisclosureSEC source: 0001794515-20-000048 · wf-form4_160764044072676.xml · derivative · entry 6 Keren Nir · CIK 0001813609 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,248,166 Underlying: Class A Common Stock · 330,000 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. F7 · derivative.exercise_date: These Class P Units are fully vested. F7 · derivative.expiration_date: These Class P Units are fully vested. Read SEC document |
| December 08, 2020 Filed Dec 10, 2020 17:47 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 32,931 | $43.83 | $1,443,365.73 |
DisclosureSEC source: 0001794515-20-000048 · wf-form4_160764044072676.xml · nonDerivative · entry 5 Keren Nir · CIK 0001813609 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · kind: The sales 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 $43.57 to $44.26, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| December 08, 2020 Filed Dec 10, 2020 17:47 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 59,334 | $43.01 | $2,551,955.34 |
DisclosureSEC source: 0001794515-20-000048 · wf-form4_160764044072676.xml · nonDerivative · entry 4 Keren Nir · CIK 0001813609 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,931 F3 · kind: The sales 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 $42.56 to $43.55, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| December 08, 2020 Filed Dec 10, 2020 17:47 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 188,309 | $42.02 | $7,912,744.18 |
DisclosureSEC source: 0001794515-20-000048 · wf-form4_160764044072676.xml · nonDerivative · entry 3 Keren Nir · CIK 0001813609 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,265 F3 · kind: The sales 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 $41.56 to $42.54, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| December 08, 2020 Filed Dec 10, 2020 17:47 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Tax withholdingClass A Common Stock | 49,426 | $43.80 | $2,164,858.80 |
DisclosureSEC source: 0001794515-20-000048 · wf-form4_160764044072676.xml · nonDerivative · entry 2 Keren Nir · CIK 0001813609 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,574 F2 · kind: Reflects shares deemed to be withheld in connection with the exchange of Class P Units described herein. Read SEC document |
| December 08, 2020 Filed Dec 10, 2020 17:47 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionClass A Common Stock | 330,000 | $6.56 | $2,164,800.00 |
DisclosureSEC source: 0001794515-20-000048 · wf-form4_160764044072676.xml · nonDerivative · entry 1 Keren Nir · CIK 0001813609 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 330,000 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. Read SEC document |
| July 03, 2020 Filed Jul 7, 2020 17:08 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | GrantRestricted Stock Units · Derivative | 190,477 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-20-000004 · wf-form4_159415611493545.xml · derivative · entry 2 Keren Nir · CIK 0001813609 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,477 Underlying: Class A Common Stock · 190,477 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F4 · derivative.exercise_date: These restricted stock units shall vest as follows: (a) one-third will vest on June 3, 2021; and (b) the remaining two-thirds will vest in equal quarterly installments during the 24 months following June 3, 2021. F4 · derivative.expiration_date: These restricted stock units shall vest as follows: (a) one-third will vest on June 3, 2021; and (b) the remaining two-thirds will vest in equal quarterly installments during the 24 months following June 3, 2021. Read SEC document |
| June 03, 2020 Filed Jul 7, 2020 17:08 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | GrantClass P Units of ZoomInfo Holdings LLC · Derivative | 1,578,166 | $0.00 Strike: $6.56 | $0.00 |
DisclosureSEC source: 0001794515-20-000004 · wf-form4_159415611493545.xml · derivative · entry 1 Keren Nir · CIK 0001813609 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,578,166 Underlying: Class A Common Stock · 1,578,166 shares Expires not disclosed F1 · security: 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 the Issuer's Class A common stock ("Class A Common Stock") equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. The number reflected in Table II reflects the number of Class P Units held by the Reporting Person. These Class P Units are fully vested. F2 · kind: These securities were acquired in connection with the reclassification of the interests of ZoomInfo Holdings LLC prior to the Issuer's initial public offering (as more fully described in the Issuer's Registration Statement on Form S-1 (File No. 333-236674)). 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 the Issuer's Class A common stock ("Class A Common Stock") equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. The number reflected in Table II reflects the number of Class P Units held by the Reporting Person. These Class P Units are fully vested. 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 the Issuer's Class A common stock ("Class A Common Stock") equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. The number reflected in Table II reflects the number of Class P Units held by the Reporting Person. These Class P Units are fully vested. F1 · derivative.underlying_shares: 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 the Issuer's Class A common stock ("Class A Common Stock") equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. The number reflected in Table II reflects the number of Class P Units held by the Reporting Person. These Class P Units are fully vested. 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.