organization · Reporting owner
DO Holdings (WA), LLC
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 | 10% owner | November 30, 2021 | December 02, 2021 |
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 November 30, 2021 · Filed December 02, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 13,377,329 |
Ending reported balance
After 2021-11-30 transaction · row 9
9 source rows · reconciled sequenceRow 1 · 2021-11-30 · Sale · Disposed 10,883 · Balance 14,493,474 F1: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by DO Holdings (WA), LLC ("DO Holdings") on September 15, 2021. DO Holdings is substantially owned by Henry Schuck and Kirk Brown. The transactions reported in this Form 4 were for the benefit of Henry Schuck. F2: The price in Column 4 is a weighted average sale price. The prices actually received ranged from $67.62 to $68.61. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Row 2 · 2021-11-30 · Sale · Disposed 10,900 · Balance 14,482,574 F1: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by DO Holdings (WA), LLC ("DO Holdings") on September 15, 2021. DO Holdings is substantially owned by Henry Schuck and Kirk Brown. The transactions reported in this Form 4 were for the benefit of Henry Schuck. F3: The price in Column 4 is a weighted average sale price. The prices actually received ranged from $66.62 to $67.59. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Row 3 · 2021-11-30 · Sale · Disposed 18,413 · Balance 14,464,161 F1: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by DO Holdings (WA), LLC ("DO Holdings") on September 15, 2021. DO Holdings is substantially owned by Henry Schuck and Kirk Brown. The transactions reported in this Form 4 were for the benefit of Henry Schuck. F4: The price in Column 4 is a weighted average sale price. The prices actually received ranged from $65.62 to $66.56. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Row 4 · 2021-11-30 · Sale · Disposed 31,113 · Balance 14,433,048 F1: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by DO Holdings (WA), LLC ("DO Holdings") on September 15, 2021. DO Holdings is substantially owned by Henry Schuck and Kirk Brown. The transactions reported in this Form 4 were for the benefit of Henry Schuck. F5: The price in Column 4 is a weighted average sale price. The prices actually received ranged from $68.62 to $69.61. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Row 5 · 2021-11-30 · Sale · Disposed 39,622 · Balance 14,393,426 F1: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by DO Holdings (WA), LLC ("DO Holdings") on September 15, 2021. DO Holdings is substantially owned by Henry Schuck and Kirk Brown. The transactions reported in this Form 4 were for the benefit of Henry Schuck. F6: The price in Column 4 is a weighted average sale price. The prices actually received ranged from $64.62 to $65.61. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Row 6 · 2021-11-30 · Sale · Disposed 56,775 · Balance 14,336,651 F1: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by DO Holdings (WA), LLC ("DO Holdings") on September 15, 2021. DO Holdings is substantially owned by Henry Schuck and Kirk Brown. The transactions reported in this Form 4 were for the benefit of Henry Schuck. F7: The price in Column 4 is a weighted average sale price. The prices actually received ranged from $69.62 to $70.18. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Row 7 · 2021-11-30 · Sale · Disposed 113,239 · Balance 14,223,412 F1: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by DO Holdings (WA), LLC ("DO Holdings") on September 15, 2021. DO Holdings is substantially owned by Henry Schuck and Kirk Brown. The transactions reported in this Form 4 were for the benefit of Henry Schuck. F8: The price in Column 4 is a weighted average sale price. The prices actually received ranged from $62.62 to $63.61. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Row 8 · 2021-11-30 · Sale · Disposed 138,115 · Balance 14,085,297 F1: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by DO Holdings (WA), LLC ("DO Holdings") on September 15, 2021. DO Holdings is substantially owned by Henry Schuck and Kirk Brown. The transactions reported in this Form 4 were for the benefit of Henry Schuck. F9: The price in Column 4 is a weighted average sale price. The prices actually received ranged from $63.62 to $64.61. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Row 9 · 2021-11-30 · Sale · Disposed 707,968 · Balance 13,377,329 F1: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by DO Holdings (WA), LLC ("DO Holdings") on September 15, 2021. DO Holdings is substantially owned by Henry Schuck and Kirk Brown. The transactions reported in this Form 4 were for the benefit of Henry Schuck. F10: The price in Column 4 is a weighted average sale price. The prices actually received ranged from $61.51 to $62.38. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. |
Filing footnotes · ownership attribution and instrument terms
F1: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by DO Holdings (WA), LLC ("DO Holdings") on September 15, 2021. DO Holdings is substantially owned by Henry Schuck and Kirk Brown. The transactions reported in this Form 4 were for the benefit of Henry Schuck.
F2: The price in Column 4 is a weighted average sale price. The prices actually received ranged from $67.62 to $68.61. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range.
F3: The price in Column 4 is a weighted average sale price. The prices actually received ranged from $66.62 to $67.59. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range.
F4: The price in Column 4 is a weighted average sale price. The prices actually received ranged from $65.62 to $66.56. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range.
F5: The price in Column 4 is a weighted average sale price. The prices actually received ranged from $68.62 to $69.61. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range.
F6: The price in Column 4 is a weighted average sale price. The prices actually received ranged from $64.62 to $65.61. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range.
F7: The price in Column 4 is a weighted average sale price. The prices actually received ranged from $69.62 to $70.18. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range.
F8: The price in Column 4 is a weighted average sale price. The prices actually received ranged from $62.62 to $63.61. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range.
F9: The price in Column 4 is a weighted average sale price. The prices actually received ranged from $63.62 to $64.61. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range.
F10: The price in Column 4 is a weighted average sale price. The prices actually received ranged from $61.51 to $62.38. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range.
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 |
|---|---|---|---|---|---|---|
| March 03, 2021 Filed Mar 5, 2021 20:08 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 34,280 | $51.63 | $1,770,013.52 |
DisclosureSEC source: 0001213900-21-013827 · ownership.xml · nonDerivative · entry 6 DO Holdings (WA), LLC · CIK 0001813992 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,922 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by DO Holdings (WA), LLC ("DO Holdings") on December 15, 2020. DO Holdings is owned by Henry Schuck and Kirk Brown. The transactions reported in this Form 4 were for the benefit of Kirk Brown. F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $51.27 to $52.23, 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 03, 2021 Filed Mar 5, 2021 20:08 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 83,055 | $50.85 | $4,223,662.36 |
DisclosureSEC source: 0001213900-21-013827 · ownership.xml · nonDerivative · entry 5 DO Holdings (WA), LLC · CIK 0001813992 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,202 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by DO Holdings (WA), LLC ("DO Holdings") on December 15, 2020. DO Holdings is owned by Henry Schuck and Kirk Brown. The transactions reported in this Form 4 were for the benefit of Kirk Brown. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $50.27 to $51.26, 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 |
| March 03, 2021 Filed Mar 5, 2021 20:08 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 67,836 | $49.76 | $3,375,465.09 |
DisclosureSEC source: 0001213900-21-013827 · ownership.xml · nonDerivative · entry 4 DO Holdings (WA), LLC · CIK 0001813992 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,257 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by DO Holdings (WA), LLC ("DO Holdings") on December 15, 2020. DO Holdings is owned by Henry Schuck and Kirk Brown. The transactions reported in this Form 4 were for the benefit of Kirk Brown. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $49.26 to $50.25, 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 |
| March 03, 2021 Filed Mar 5, 2021 20:08 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 73,304 | $48.71 | $3,570,865.08 |
DisclosureSEC source: 0001213900-21-013827 · ownership.xml · nonDerivative · entry 3 DO Holdings (WA), LLC · CIK 0001813992 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242,093 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by DO Holdings (WA), LLC ("DO Holdings") on December 15, 2020. DO Holdings is owned by Henry Schuck and Kirk Brown. The transactions reported in this Form 4 were for the benefit of Kirk Brown. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $48.26 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 |
| March 03, 2021 Filed Mar 5, 2021 20:08 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 178,603 | $47.75 | $8,528,096.79 |
DisclosureSEC source: 0001213900-21-013827 · ownership.xml · nonDerivative · entry 2 DO Holdings (WA), LLC · CIK 0001813992 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 315,397 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by DO Holdings (WA), LLC ("DO Holdings") on December 15, 2020. DO Holdings is owned by Henry Schuck and Kirk Brown. The transactions reported in this Form 4 were for the benefit of Kirk Brown. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $47.26 to $48.25, 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 |
| March 03, 2021 Filed Mar 5, 2021 20:08 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | ConversionClass A Common Stock | 494,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001213900-21-013827 · ownership.xml · nonDerivative · entry 1 DO Holdings (WA), LLC · CIK 0001813992 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 494,000 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: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by DO Holdings (WA), LLC ("DO Holdings") on December 15, 2020. DO Holdings is owned by Henry Schuck and Kirk Brown. The transactions reported in this Form 4 were for the benefit of Kirk Brown. F2 · kind: Pursuant to the terms of the limited liability company agreement for ZoomInfo Holdings LLC ("OpCo"), limited liability company units of OpCo ("OpCo Units") and an equal number of shares of the Issuer's Class B common stock ("Class B Common Stock"), together are exchangeable for shares of Issuer's Class A common stock on a one-for-one basis at the discretion of the Reporting Person, 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. The Reporting Person effected an exchange of 494,000 OpCo Units and an equal number of shares of Class B Common Stock on March 3, 2021. F2 · price: Pursuant to the terms of the limited liability company agreement for ZoomInfo Holdings LLC ("OpCo"), limited liability company units of OpCo ("OpCo Units") and an equal number of shares of the Issuer's Class B common stock ("Class B Common Stock"), together are exchangeable for shares of Issuer's Class A common stock on a one-for-one basis at the discretion of the Reporting Person, 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. The Reporting Person effected an exchange of 494,000 OpCo Units and an equal number of shares of Class B Common Stock on March 3, 2021. 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.