organization · Reporting owner
Carlyle Partners VI Dash Holdings, L.P.
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ZoomInfo Technologies Inc.
Report date August 11, 2021 · Filed August 13, 2021
Jointly reported with TC Group Cayman Investment Holdings, L.P., Carlyle Holdings II GP L.L.C., Carlyle Holdings II L.L.C., TC Group Cayman Investment Holdings Sub L.P., TC Group VI, L.L.C., TC Group VI, L.P.
Section 16 reporting ended · disclosed 2021-08-13. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectBy Carlyle Partners VI Dash Holdings, L.P. | 0 |
Last balance in matching sequence
After 2021-08-11 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2021-08-11 · Conversion · Acquired 495,282 · Balance 495,282 F1: The Carlyle Group Inc., which is a publicly traded entity listed on the Nasdaq, is the sole member of Carlyle Holdings II GP L.L.C., which is the managing member of Carlyle Holdings II L.L.C., which, with respect to the securities held of record by Carlyle Partners VI Dash Holdings, L.P. ("Carlyle VI Dash"), is the managing member of CG Subsidiary Holdings L.L.C., which is the general partner of TC Group Cayman Investment Holdings, L.P., which is the general partner of TC Group Cayman Investment Holdings Sub L.P., which is the sole member of TC Group VI, L.L.C., which is the general partner of TC Group VI, L.P., which is the general partner of Carlyle VI Dash. Row 2 · 2021-08-11 · Sale · Disposed 495,282 · Balance 0 F1: The Carlyle Group Inc., which is a publicly traded entity listed on the Nasdaq, is the sole member of Carlyle Holdings II GP L.L.C., which is the managing member of Carlyle Holdings II L.L.C., which, with respect to the securities held of record by Carlyle Partners VI Dash Holdings, L.P. ("Carlyle VI Dash"), is the managing member of CG Subsidiary Holdings L.L.C., which is the general partner of TC Group Cayman Investment Holdings, L.P., which is the general partner of TC Group Cayman Investment Holdings Sub L.P., which is the sole member of TC Group VI, L.L.C., which is the general partner of TC Group VI, L.P., which is the general partner of Carlyle VI Dash. |
| Class C Common StockSEC Table II · derivative / convertible security | IndirectBy Carlyle Partners VI Dash Holdings, L.P. | 0 |
Reported balance
After 2021-08-11 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-08-11 · Conversion · Disposed 495,282 · Balance 0 F2: The Class C Common Stock may be converted into shares of the Issuer's Class A Common Stock on a one-to-one basis at the discretion of the holder and has no expiration date. F1: The Carlyle Group Inc., which is a publicly traded entity listed on the Nasdaq, is the sole member of Carlyle Holdings II GP L.L.C., which is the managing member of Carlyle Holdings II L.L.C., which, with respect to the securities held of record by Carlyle Partners VI Dash Holdings, L.P. ("Carlyle VI Dash"), is the managing member of CG Subsidiary Holdings L.L.C., which is the general partner of TC Group Cayman Investment Holdings, L.P., which is the general partner of TC Group Cayman Investment Holdings Sub L.P., which is the sole member of TC Group VI, L.L.C., which is the general partner of TC Group VI, L.P., which is the general partner of Carlyle VI Dash. |
Filing footnotes · ownership attribution and instrument terms
F1: The Carlyle Group Inc., which is a publicly traded entity listed on the Nasdaq, is the sole member of Carlyle Holdings II GP L.L.C., which is the managing member of Carlyle Holdings II L.L.C., which, with respect to the securities held of record by Carlyle Partners VI Dash Holdings, L.P. ("Carlyle VI Dash"), is the managing member of CG Subsidiary Holdings L.L.C., which is the general partner of TC Group Cayman Investment Holdings, L.P., which is the general partner of TC Group Cayman Investment Holdings Sub L.P., which is the sole member of TC Group VI, L.L.C., which is the general partner of TC Group VI, L.P., which is the general partner of Carlyle VI Dash.
F2: The Class C Common Stock may be converted into shares of the Issuer's Class A Common Stock on a one-to-one basis at the discretion of the holder and has no expiration date.
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 25, 2021 Filed Jun 28, 2021 19:30 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 17,549 | $52.67 | $924,272.49 |
DisclosureSEC source: 0000899243-21-026297 · doc4.xml · nonDerivative · entry 6 TC Group Cayman Investment Holdings, L.P. · CIK 0001475444 · 10% owner TC Group Cayman Investment Holdings Sub L.P. · CIK 0001548636 · 10% owner TC Group VI S1, L.L.C. · CIK 0001766541 · 10% owner TC Group VI S1, L.P. · CIK 0001766496 · 10% owner TC Group VI, L.L.C. · CIK 0001791638 · 10% owner TC Group VI, L.P. · CIK 0001791637 · 10% owner Carlyle Partners VI Evergreen Holdings, L.P. · CIK 0001802267 · 10% owner CP VI Evergreen Holdings, L.P. · CIK 0001813962 · 10% owner Carlyle Partners VI Dash Holdings, L.P. · CIK 0001802268 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 56,951 F4 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $52.26 to $52.99. The reporting person undertakes to provide 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 in this footnote. F1 · ownership.nature: Following the transactions reported herein, includes (i) 37,493,725 LLC Units of ZoomInfo Holdings LLC ("OpCo Units") and shares of Class B Common Stock held by Carlyle Partners VI Evergreen Holdings, L.P. ("Carlyle Evergreen"), (ii) 37,702,342 shares of Class C Common Stock held of record by CP VI Evergreen Holdings, L.P. ("CP VI Evergreen") and (iii) 13,368,801 shares of Class C Common Stock held of record by Carlyle Partners VI Dash Holdings, L.P. ("Carlyle VI Dash"). F2 · ownership.nature: Carlyle Group Management L.L.C. holds an irrevocable proxy to vote a majority of the shares of The Carlyle Group Inc., which is a publicly traded entity listed on Nasdaq. The Carlyle Group Inc. is the sole shareholder of Carlyle Holdings I GP Inc., which is the sole member of Carlyle Holdings I GP Sub L.L.C., which is the general partner of Carlyle Holdings I L.P., which, with respect to the securities held of record by Carlyle Evergreen and CP VI Evergreen, is the managing member of CG Subsidiary Holdings L.L.C., which is the managing member of TC Group, L.L.C., which is the general partner of TC Group Sub L.P., which is the managing member of TC Group VI S1, L.L.C., which is the general partner of TC Group VI S1, L.P., which is the general partner of Carlyle Evergreen and CP VI Evergreen. F3 · ownership.nature: Cont'd. The Carlyle Group Inc. is also the sole member of Carlyle Holdings II GP L.L.C., which is the managing member of Carlyle Holdings II L.L.C., which, with respect to the securities held of record by Carlyle VI Dash, is the managing member of CG Subsidiary Holdings L.L.C., which is the general partner of TC Group Cayman Investment Holdings, L.P., which is the general partner of TC Group Cayman Investment Holdings Sub L.P., which is the sole member of TC Group VI, L.L.C., which is the general partner of TC Group VI, L.P., which is the general partner of Carlyle VI Dash. Read SEC document |
| June 25, 2021 Filed Jun 28, 2021 19:30 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | ConversionClass A Common Stock | 74,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-026297 · doc4.xml · nonDerivative · entry 5 TC Group Cayman Investment Holdings, L.P. · CIK 0001475444 · 10% owner TC Group Cayman Investment Holdings Sub L.P. · CIK 0001548636 · 10% owner TC Group VI S1, L.L.C. · CIK 0001766541 · 10% owner TC Group VI S1, L.P. · CIK 0001766496 · 10% owner TC Group VI, L.L.C. · CIK 0001791638 · 10% owner TC Group VI, L.P. · CIK 0001791637 · 10% owner Carlyle Partners VI Evergreen Holdings, L.P. · CIK 0001802267 · 10% owner CP VI Evergreen Holdings, L.P. · CIK 0001813962 · 10% owner Carlyle Partners VI Dash Holdings, L.P. · CIK 0001802268 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 74,500 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 · ownership.nature: Following the transactions reported herein, includes (i) 37,493,725 LLC Units of ZoomInfo Holdings LLC ("OpCo Units") and shares of Class B Common Stock held by Carlyle Partners VI Evergreen Holdings, L.P. ("Carlyle Evergreen"), (ii) 37,702,342 shares of Class C Common Stock held of record by CP VI Evergreen Holdings, L.P. ("CP VI Evergreen") and (iii) 13,368,801 shares of Class C Common Stock held of record by Carlyle Partners VI Dash Holdings, L.P. ("Carlyle VI Dash"). F2 · ownership.nature: Carlyle Group Management L.L.C. holds an irrevocable proxy to vote a majority of the shares of The Carlyle Group Inc., which is a publicly traded entity listed on Nasdaq. The Carlyle Group Inc. is the sole shareholder of Carlyle Holdings I GP Inc., which is the sole member of Carlyle Holdings I GP Sub L.L.C., which is the general partner of Carlyle Holdings I L.P., which, with respect to the securities held of record by Carlyle Evergreen and CP VI Evergreen, is the managing member of CG Subsidiary Holdings L.L.C., which is the managing member of TC Group, L.L.C., which is the general partner of TC Group Sub L.P., which is the managing member of TC Group VI S1, L.L.C., which is the general partner of TC Group VI S1, L.P., which is the general partner of Carlyle Evergreen and CP VI Evergreen. F3 · ownership.nature: Cont'd. The Carlyle Group Inc. is also the sole member of Carlyle Holdings II GP L.L.C., which is the managing member of Carlyle Holdings II L.L.C., which, with respect to the securities held of record by Carlyle VI Dash, is the managing member of CG Subsidiary Holdings L.L.C., which is the general partner of TC Group Cayman Investment Holdings, L.P., which is the general partner of TC Group Cayman Investment Holdings Sub L.P., which is the sole member of TC Group VI, L.L.C., which is the general partner of TC Group VI, L.P., which is the general partner of Carlyle VI Dash. Read SEC document |
| June 24, 2021 Filed Jun 28, 2021 19:30 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | ConversionClass C Common Stock · Derivative | 142,029 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-026297 · doc4.xml · derivative · entry 8 TC Group Cayman Investment Holdings, L.P. · CIK 0001475444 · 10% owner TC Group Cayman Investment Holdings Sub L.P. · CIK 0001548636 · 10% owner TC Group VI S1, L.L.C. · CIK 0001766541 · 10% owner TC Group VI S1, L.P. · CIK 0001766496 · 10% owner TC Group VI, L.L.C. · CIK 0001791638 · 10% owner TC Group VI, L.P. · CIK 0001791637 · 10% owner Carlyle Partners VI Evergreen Holdings, L.P. · CIK 0001802267 · 10% owner CP VI Evergreen Holdings, L.P. · CIK 0001813962 · 10% owner Carlyle Partners VI Dash Holdings, L.P. · CIK 0001802268 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 51,145,643 Underlying: Class A Common Stock · 142,029 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F10 · derivative.exercise_price: The Class C Common Stock may be converted into shares of the Issuer's Class A Common Stock on a one-to-one basis at the discretion of the holder and has no expiration date. F10 · derivative.exercise_date: The Class C Common Stock may be converted into shares of the Issuer's Class A Common Stock on a one-to-one basis at the discretion of the holder and has no expiration date. F10 · derivative.expiration_date: The Class C Common Stock may be converted into shares of the Issuer's Class A Common Stock on a one-to-one basis at the discretion of the holder and has no expiration date. F1 · ownership.nature: Following the transactions reported herein, includes (i) 37,493,725 LLC Units of ZoomInfo Holdings LLC ("OpCo Units") and shares of Class B Common Stock held by Carlyle Partners VI Evergreen Holdings, L.P. ("Carlyle Evergreen"), (ii) 37,702,342 shares of Class C Common Stock held of record by CP VI Evergreen Holdings, L.P. ("CP VI Evergreen") and (iii) 13,368,801 shares of Class C Common Stock held of record by Carlyle Partners VI Dash Holdings, L.P. ("Carlyle VI Dash"). F2 · ownership.nature: Carlyle Group Management L.L.C. holds an irrevocable proxy to vote a majority of the shares of The Carlyle Group Inc., which is a publicly traded entity listed on Nasdaq. The Carlyle Group Inc. is the sole shareholder of Carlyle Holdings I GP Inc., which is the sole member of Carlyle Holdings I GP Sub L.L.C., which is the general partner of Carlyle Holdings I L.P., which, with respect to the securities held of record by Carlyle Evergreen and CP VI Evergreen, is the managing member of CG Subsidiary Holdings L.L.C., which is the managing member of TC Group, L.L.C., which is the general partner of TC Group Sub L.P., which is the managing member of TC Group VI S1, L.L.C., which is the general partner of TC Group VI S1, L.P., which is the general partner of Carlyle Evergreen and CP VI Evergreen. F3 · ownership.nature: Cont'd. The Carlyle Group Inc. is also the sole member of Carlyle Holdings II GP L.L.C., which is the managing member of Carlyle Holdings II L.L.C., which, with respect to the securities held of record by Carlyle VI Dash, is the managing member of CG Subsidiary Holdings L.L.C., which is the general partner of TC Group Cayman Investment Holdings, L.P., which is the general partner of TC Group Cayman Investment Holdings Sub L.P., which is the sole member of TC Group VI, L.L.C., which is the general partner of TC Group VI, L.P., which is the general partner of Carlyle VI Dash. Read SEC document |
| June 24, 2021 Filed Jun 28, 2021 19:30 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 14,125 | $54.06 | $763,538.18 |
DisclosureSEC source: 0000899243-21-026297 · doc4.xml · nonDerivative · entry 4 TC Group Cayman Investment Holdings, L.P. · CIK 0001475444 · 10% owner TC Group Cayman Investment Holdings Sub L.P. · CIK 0001548636 · 10% owner TC Group VI S1, L.L.C. · CIK 0001766541 · 10% owner TC Group VI S1, L.P. · CIK 0001766496 · 10% owner TC Group VI, L.L.C. · CIK 0001791638 · 10% owner TC Group VI, L.P. · CIK 0001791637 · 10% owner Carlyle Partners VI Evergreen Holdings, L.P. · CIK 0001802267 · 10% owner CP VI Evergreen Holdings, L.P. · CIK 0001813962 · 10% owner Carlyle Partners VI Dash Holdings, L.P. · CIK 0001802268 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 0 F4 · kind: The sales 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 at prices ranging from $54.00 to $54.21. The reporting person undertakes to provide 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 in this footnote. F1 · ownership.nature: Following the transactions reported herein, includes (i) 37,493,725 LLC Units of ZoomInfo Holdings LLC ("OpCo Units") and shares of Class B Common Stock held by Carlyle Partners VI Evergreen Holdings, L.P. ("Carlyle Evergreen"), (ii) 37,702,342 shares of Class C Common Stock held of record by CP VI Evergreen Holdings, L.P. ("CP VI Evergreen") and (iii) 13,368,801 shares of Class C Common Stock held of record by Carlyle Partners VI Dash Holdings, L.P. ("Carlyle VI Dash"). F2 · ownership.nature: Carlyle Group Management L.L.C. holds an irrevocable proxy to vote a majority of the shares of The Carlyle Group Inc., which is a publicly traded entity listed on Nasdaq. The Carlyle Group Inc. is the sole shareholder of Carlyle Holdings I GP Inc., which is the sole member of Carlyle Holdings I GP Sub L.L.C., which is the general partner of Carlyle Holdings I L.P., which, with respect to the securities held of record by Carlyle Evergreen and CP VI Evergreen, is the managing member of CG Subsidiary Holdings L.L.C., which is the managing member of TC Group, L.L.C., which is the general partner of TC Group Sub L.P., which is the managing member of TC Group VI S1, L.L.C., which is the general partner of TC Group VI S1, L.P., which is the general partner of Carlyle Evergreen and CP VI Evergreen. F3 · ownership.nature: Cont'd. The Carlyle Group Inc. is also the sole member of Carlyle Holdings II GP L.L.C., which is the managing member of Carlyle Holdings II L.L.C., which, with respect to the securities held of record by Carlyle VI Dash, is the managing member of CG Subsidiary Holdings L.L.C., which is the general partner of TC Group Cayman Investment Holdings, L.P., which is the general partner of TC Group Cayman Investment Holdings Sub L.P., which is the sole member of TC Group VI, L.L.C., which is the general partner of TC Group VI, L.P., which is the general partner of Carlyle VI Dash. Read SEC document |
| June 24, 2021 Filed Jun 28, 2021 19:30 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 118,511 | $53.60 | $6,351,774.81 |
DisclosureSEC source: 0000899243-21-026297 · doc4.xml · nonDerivative · entry 3 TC Group Cayman Investment Holdings, L.P. · CIK 0001475444 · 10% owner TC Group Cayman Investment Holdings Sub L.P. · CIK 0001548636 · 10% owner TC Group VI S1, L.L.C. · CIK 0001766541 · 10% owner TC Group VI S1, L.P. · CIK 0001766496 · 10% owner TC Group VI, L.L.C. · CIK 0001791638 · 10% owner TC Group VI, L.P. · CIK 0001791637 · 10% owner Carlyle Partners VI Evergreen Holdings, L.P. · CIK 0001802267 · 10% owner CP VI Evergreen Holdings, L.P. · CIK 0001813962 · 10% owner Carlyle Partners VI Dash Holdings, L.P. · CIK 0001802268 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 14,125 F4 · 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 at prices ranging from $53.00 to $53.99. The reporting person undertakes to provide 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 in this footnote. F1 · ownership.nature: Following the transactions reported herein, includes (i) 37,493,725 LLC Units of ZoomInfo Holdings LLC ("OpCo Units") and shares of Class B Common Stock held by Carlyle Partners VI Evergreen Holdings, L.P. ("Carlyle Evergreen"), (ii) 37,702,342 shares of Class C Common Stock held of record by CP VI Evergreen Holdings, L.P. ("CP VI Evergreen") and (iii) 13,368,801 shares of Class C Common Stock held of record by Carlyle Partners VI Dash Holdings, L.P. ("Carlyle VI Dash"). F2 · ownership.nature: Carlyle Group Management L.L.C. holds an irrevocable proxy to vote a majority of the shares of The Carlyle Group Inc., which is a publicly traded entity listed on Nasdaq. The Carlyle Group Inc. is the sole shareholder of Carlyle Holdings I GP Inc., which is the sole member of Carlyle Holdings I GP Sub L.L.C., which is the general partner of Carlyle Holdings I L.P., which, with respect to the securities held of record by Carlyle Evergreen and CP VI Evergreen, is the managing member of CG Subsidiary Holdings L.L.C., which is the managing member of TC Group, L.L.C., which is the general partner of TC Group Sub L.P., which is the managing member of TC Group VI S1, L.L.C., which is the general partner of TC Group VI S1, L.P., which is the general partner of Carlyle Evergreen and CP VI Evergreen. F3 · ownership.nature: Cont'd. The Carlyle Group Inc. is also the sole member of Carlyle Holdings II GP L.L.C., which is the managing member of Carlyle Holdings II L.L.C., which, with respect to the securities held of record by Carlyle VI Dash, is the managing member of CG Subsidiary Holdings L.L.C., which is the general partner of TC Group Cayman Investment Holdings, L.P., which is the general partner of TC Group Cayman Investment Holdings Sub L.P., which is the sole member of TC Group VI, L.L.C., which is the general partner of TC Group VI, L.P., which is the general partner of Carlyle VI Dash. Read SEC document |
| June 24, 2021 Filed Jun 28, 2021 19:30 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 9,393 | $52.81 | $496,034.00 |
DisclosureSEC source: 0000899243-21-026297 · doc4.xml · nonDerivative · entry 2 TC Group Cayman Investment Holdings, L.P. · CIK 0001475444 · 10% owner TC Group Cayman Investment Holdings Sub L.P. · CIK 0001548636 · 10% owner TC Group VI S1, L.L.C. · CIK 0001766541 · 10% owner TC Group VI S1, L.P. · CIK 0001766496 · 10% owner TC Group VI, L.L.C. · CIK 0001791638 · 10% owner TC Group VI, L.P. · CIK 0001791637 · 10% owner Carlyle Partners VI Evergreen Holdings, L.P. · CIK 0001802267 · 10% owner CP VI Evergreen Holdings, L.P. · CIK 0001813962 · 10% owner Carlyle Partners VI Dash Holdings, L.P. · CIK 0001802268 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 132,636 F4 · 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 at prices ranging from $52.54 to $52.99. The reporting person undertakes to provide 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 in this footnote. F1 · ownership.nature: Following the transactions reported herein, includes (i) 37,493,725 LLC Units of ZoomInfo Holdings LLC ("OpCo Units") and shares of Class B Common Stock held by Carlyle Partners VI Evergreen Holdings, L.P. ("Carlyle Evergreen"), (ii) 37,702,342 shares of Class C Common Stock held of record by CP VI Evergreen Holdings, L.P. ("CP VI Evergreen") and (iii) 13,368,801 shares of Class C Common Stock held of record by Carlyle Partners VI Dash Holdings, L.P. ("Carlyle VI Dash"). F2 · ownership.nature: Carlyle Group Management L.L.C. holds an irrevocable proxy to vote a majority of the shares of The Carlyle Group Inc., which is a publicly traded entity listed on Nasdaq. The Carlyle Group Inc. is the sole shareholder of Carlyle Holdings I GP Inc., which is the sole member of Carlyle Holdings I GP Sub L.L.C., which is the general partner of Carlyle Holdings I L.P., which, with respect to the securities held of record by Carlyle Evergreen and CP VI Evergreen, is the managing member of CG Subsidiary Holdings L.L.C., which is the managing member of TC Group, L.L.C., which is the general partner of TC Group Sub L.P., which is the managing member of TC Group VI S1, L.L.C., which is the general partner of TC Group VI S1, L.P., which is the general partner of Carlyle Evergreen and CP VI Evergreen. F3 · ownership.nature: Cont'd. The Carlyle Group Inc. is also the sole member of Carlyle Holdings II GP L.L.C., which is the managing member of Carlyle Holdings II L.L.C., which, with respect to the securities held of record by Carlyle VI Dash, is the managing member of CG Subsidiary Holdings L.L.C., which is the general partner of TC Group Cayman Investment Holdings, L.P., which is the general partner of TC Group Cayman Investment Holdings Sub L.P., which is the sole member of TC Group VI, L.L.C., which is the general partner of TC Group VI, L.P., which is the general partner of Carlyle VI Dash. Read SEC document |
| June 24, 2021 Filed Jun 28, 2021 19:30 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | ConversionClass A Common Stock | 142,029 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-026297 · doc4.xml · nonDerivative · entry 1 TC Group Cayman Investment Holdings, L.P. · CIK 0001475444 · 10% owner TC Group Cayman Investment Holdings Sub L.P. · CIK 0001548636 · 10% owner TC Group VI S1, L.L.C. · CIK 0001766541 · 10% owner TC Group VI S1, L.P. · CIK 0001766496 · 10% owner TC Group VI, L.L.C. · CIK 0001791638 · 10% owner TC Group VI, L.P. · CIK 0001791637 · 10% owner Carlyle Partners VI Evergreen Holdings, L.P. · CIK 0001802267 · 10% owner CP VI Evergreen Holdings, L.P. · CIK 0001813962 · 10% owner Carlyle Partners VI Dash Holdings, L.P. · CIK 0001802268 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 142,029 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 · ownership.nature: Following the transactions reported herein, includes (i) 37,493,725 LLC Units of ZoomInfo Holdings LLC ("OpCo Units") and shares of Class B Common Stock held by Carlyle Partners VI Evergreen Holdings, L.P. ("Carlyle Evergreen"), (ii) 37,702,342 shares of Class C Common Stock held of record by CP VI Evergreen Holdings, L.P. ("CP VI Evergreen") and (iii) 13,368,801 shares of Class C Common Stock held of record by Carlyle Partners VI Dash Holdings, L.P. ("Carlyle VI Dash"). F2 · ownership.nature: Carlyle Group Management L.L.C. holds an irrevocable proxy to vote a majority of the shares of The Carlyle Group Inc., which is a publicly traded entity listed on Nasdaq. The Carlyle Group Inc. is the sole shareholder of Carlyle Holdings I GP Inc., which is the sole member of Carlyle Holdings I GP Sub L.L.C., which is the general partner of Carlyle Holdings I L.P., which, with respect to the securities held of record by Carlyle Evergreen and CP VI Evergreen, is the managing member of CG Subsidiary Holdings L.L.C., which is the managing member of TC Group, L.L.C., which is the general partner of TC Group Sub L.P., which is the managing member of TC Group VI S1, L.L.C., which is the general partner of TC Group VI S1, L.P., which is the general partner of Carlyle Evergreen and CP VI Evergreen. F3 · ownership.nature: Cont'd. The Carlyle Group Inc. is also the sole member of Carlyle Holdings II GP L.L.C., which is the managing member of Carlyle Holdings II L.L.C., which, with respect to the securities held of record by Carlyle VI Dash, is the managing member of CG Subsidiary Holdings L.L.C., which is the general partner of TC Group Cayman Investment Holdings, L.P., which is the general partner of TC Group Cayman Investment Holdings Sub L.P., which is the sole member of TC Group VI, L.L.C., which is the general partner of TC Group VI, L.P., which is the general partner of Carlyle VI Dash. Read SEC document |
| June 23, 2021 Filed Jun 24, 2021 19:30 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | ConversionClass C Common Stock · Derivative | 375,453 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-025766 · doc4.xml · derivative · entry 7 TC Group Cayman Investment Holdings, L.P. · CIK 0001475444 · 10% owner TC Group Cayman Investment Holdings Sub L.P. · CIK 0001548636 · 10% owner TC Group VI S1, L.L.C. · CIK 0001766541 · 10% owner TC Group VI S1, L.P. · CIK 0001766496 · 10% owner TC Group VI, L.L.C. · CIK 0001791638 · 10% owner TC Group VI, L.P. · CIK 0001791637 · 10% owner Carlyle Partners VI Evergreen Holdings, L.P. · CIK 0001802267 · 10% owner CP VI Evergreen Holdings, L.P. · CIK 0001813962 · 10% owner Carlyle Partners VI Dash Holdings, L.P. · CIK 0001802268 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 51,287,672 Underlying: Class A Common Stock · 375,453 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F8 · derivative.exercise_price: The Class C Common Stock may be converted into shares of the Issuer's Class A Common Stock on a one-to-one basis at the discretion of the holder and has no expiration date. F8 · derivative.exercise_date: The Class C Common Stock may be converted into shares of the Issuer's Class A Common Stock on a one-to-one basis at the discretion of the holder and has no expiration date. F8 · derivative.expiration_date: The Class C Common Stock may be converted into shares of the Issuer's Class A Common Stock on a one-to-one basis at the discretion of the holder and has no expiration date. F1 · ownership.nature: Following the transactions reported herein, includes (i) 37,493,725 LLC Units of ZoomInfo Holdings LLC ("OpCo Units") and shares of Class B Common Stock held by Carlyle Partners VI Evergreen Holdings, L.P. ("Carlyle Evergreen"), (ii) 37,702,342 shares of Class C Common Stock held of record by CP VI Evergreen Holdings, L.P. ("CP VI Evergreen") and (iii) 13,585,330 shares of Class C Common Stock held of record by Carlyle Partners VI Dash Holdings, L.P. ("Carlyle VI Dash"). F2 · ownership.nature: Carlyle Group Management L.L.C. holds an irrevocable proxy to vote a majority of the shares of The Carlyle Group Inc., which is a publicly traded entity listed on Nasdaq. The Carlyle Group Inc. is the sole shareholder of Carlyle Holdings I GP Inc., which is the sole member of Carlyle Holdings I GP Sub L.L.C., which is the general partner of Carlyle Holdings I L.P., which, with respect to the securities held of record by Carlyle Evergreen and CP VI Evergreen, is the managing member of CG Subsidiary Holdings L.L.C., which is the managing member of TC Group, L.L.C., which is the general partner of TC Group Sub L.P., which is the managing member of TC Group VI S1, L.L.C., which is the general partner of TC Group VI S1, L.P., which is the general partner of Carlyle Evergreen and CP VI Evergreen. F3 · ownership.nature: Cont'd. The Carlyle Group Inc. is also the sole member of Carlyle Holdings II GP L.L.C., which is the managing member of Carlyle Holdings II L.L.C., which, with respect to the securities held of record by Carlyle VI Dash, is the managing member of CG Subsidiary Holdings L.L.C., which is the general partner of TC Group Cayman Investment Holdings, L.P., which is the general partner of TC Group Cayman Investment Holdings Sub L.P., which is the sole member of TC Group VI, L.L.C., which is the general partner of TC Group VI, L.P., which is the general partner of Carlyle VI Dash. Read SEC document |
| June 23, 2021 Filed Jun 24, 2021 19:30 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 25,672 | $53.05 | $1,361,948.38 |
DisclosureSEC source: 0000899243-21-025766 · doc4.xml · nonDerivative · entry 5 TC Group Cayman Investment Holdings, L.P. · CIK 0001475444 · 10% owner TC Group Cayman Investment Holdings Sub L.P. · CIK 0001548636 · 10% owner TC Group VI S1, L.L.C. · CIK 0001766541 · 10% owner TC Group VI S1, L.P. · CIK 0001766496 · 10% owner TC Group VI, L.L.C. · CIK 0001791638 · 10% owner TC Group VI, L.P. · CIK 0001791637 · 10% owner Carlyle Partners VI Evergreen Holdings, L.P. · CIK 0001802267 · 10% owner CP VI Evergreen Holdings, L.P. · CIK 0001813962 · 10% owner Carlyle Partners VI Dash Holdings, L.P. · CIK 0001802268 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 0 F4 · kind: The sales 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 at prices ranging from $53.00 to $53.25. The reporting person undertakes to provide 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 in this footnote. F1 · ownership.nature: Following the transactions reported herein, includes (i) 37,493,725 LLC Units of ZoomInfo Holdings LLC ("OpCo Units") and shares of Class B Common Stock held by Carlyle Partners VI Evergreen Holdings, L.P. ("Carlyle Evergreen"), (ii) 37,702,342 shares of Class C Common Stock held of record by CP VI Evergreen Holdings, L.P. ("CP VI Evergreen") and (iii) 13,585,330 shares of Class C Common Stock held of record by Carlyle Partners VI Dash Holdings, L.P. ("Carlyle VI Dash"). F2 · ownership.nature: Carlyle Group Management L.L.C. holds an irrevocable proxy to vote a majority of the shares of The Carlyle Group Inc., which is a publicly traded entity listed on Nasdaq. The Carlyle Group Inc. is the sole shareholder of Carlyle Holdings I GP Inc., which is the sole member of Carlyle Holdings I GP Sub L.L.C., which is the general partner of Carlyle Holdings I L.P., which, with respect to the securities held of record by Carlyle Evergreen and CP VI Evergreen, is the managing member of CG Subsidiary Holdings L.L.C., which is the managing member of TC Group, L.L.C., which is the general partner of TC Group Sub L.P., which is the managing member of TC Group VI S1, L.L.C., which is the general partner of TC Group VI S1, L.P., which is the general partner of Carlyle Evergreen and CP VI Evergreen. F3 · ownership.nature: Cont'd. The Carlyle Group Inc. is also the sole member of Carlyle Holdings II GP L.L.C., which is the managing member of Carlyle Holdings II L.L.C., which, with respect to the securities held of record by Carlyle VI Dash, is the managing member of CG Subsidiary Holdings L.L.C., which is the general partner of TC Group Cayman Investment Holdings, L.P., which is the general partner of TC Group Cayman Investment Holdings Sub L.P., which is the sole member of TC Group VI, L.L.C., which is the general partner of TC Group VI, L.P., which is the general partner of Carlyle VI Dash. Read SEC document |
| June 23, 2021 Filed Jun 24, 2021 19:30 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 349,781 | $52.67 | $18,423,629.85 |
DisclosureSEC source: 0000899243-21-025766 · doc4.xml · nonDerivative · entry 4 TC Group Cayman Investment Holdings, L.P. · CIK 0001475444 · 10% owner TC Group Cayman Investment Holdings Sub L.P. · CIK 0001548636 · 10% owner TC Group VI S1, L.L.C. · CIK 0001766541 · 10% owner TC Group VI S1, L.P. · CIK 0001766496 · 10% owner TC Group VI, L.L.C. · CIK 0001791638 · 10% owner TC Group VI, L.P. · CIK 0001791637 · 10% owner Carlyle Partners VI Evergreen Holdings, L.P. · CIK 0001802267 · 10% owner CP VI Evergreen Holdings, L.P. · CIK 0001813962 · 10% owner Carlyle Partners VI Dash Holdings, L.P. · CIK 0001802268 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 25,672 F4 · 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 at prices ranging from $52.00 to $52.995. The reporting person undertakes to provide 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 in this footnote. F1 · ownership.nature: Following the transactions reported herein, includes (i) 37,493,725 LLC Units of ZoomInfo Holdings LLC ("OpCo Units") and shares of Class B Common Stock held by Carlyle Partners VI Evergreen Holdings, L.P. ("Carlyle Evergreen"), (ii) 37,702,342 shares of Class C Common Stock held of record by CP VI Evergreen Holdings, L.P. ("CP VI Evergreen") and (iii) 13,585,330 shares of Class C Common Stock held of record by Carlyle Partners VI Dash Holdings, L.P. ("Carlyle VI Dash"). F2 · ownership.nature: Carlyle Group Management L.L.C. holds an irrevocable proxy to vote a majority of the shares of The Carlyle Group Inc., which is a publicly traded entity listed on Nasdaq. The Carlyle Group Inc. is the sole shareholder of Carlyle Holdings I GP Inc., which is the sole member of Carlyle Holdings I GP Sub L.L.C., which is the general partner of Carlyle Holdings I L.P., which, with respect to the securities held of record by Carlyle Evergreen and CP VI Evergreen, is the managing member of CG Subsidiary Holdings L.L.C., which is the managing member of TC Group, L.L.C., which is the general partner of TC Group Sub L.P., which is the managing member of TC Group VI S1, L.L.C., which is the general partner of TC Group VI S1, L.P., which is the general partner of Carlyle Evergreen and CP VI Evergreen. F3 · ownership.nature: Cont'd. The Carlyle Group Inc. is also the sole member of Carlyle Holdings II GP L.L.C., which is the managing member of Carlyle Holdings II L.L.C., which, with respect to the securities held of record by Carlyle VI Dash, is the managing member of CG Subsidiary Holdings L.L.C., which is the general partner of TC Group Cayman Investment Holdings, L.P., which is the general partner of TC Group Cayman Investment Holdings Sub L.P., which is the sole member of TC Group VI, L.L.C., which is the general partner of TC Group VI, L.P., which is the general partner of Carlyle VI Dash. Read SEC document |
| June 23, 2021 Filed Jun 24, 2021 19:30 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | ConversionClass A Common Stock | 375,453 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-025766 · doc4.xml · nonDerivative · entry 3 TC Group Cayman Investment Holdings, L.P. · CIK 0001475444 · 10% owner TC Group Cayman Investment Holdings Sub L.P. · CIK 0001548636 · 10% owner TC Group VI S1, L.L.C. · CIK 0001766541 · 10% owner TC Group VI S1, L.P. · CIK 0001766496 · 10% owner TC Group VI, L.L.C. · CIK 0001791638 · 10% owner TC Group VI, L.P. · CIK 0001791637 · 10% owner Carlyle Partners VI Evergreen Holdings, L.P. · CIK 0001802267 · 10% owner CP VI Evergreen Holdings, L.P. · CIK 0001813962 · 10% owner Carlyle Partners VI Dash Holdings, L.P. · CIK 0001802268 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 375,453 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 · ownership.nature: Following the transactions reported herein, includes (i) 37,493,725 LLC Units of ZoomInfo Holdings LLC ("OpCo Units") and shares of Class B Common Stock held by Carlyle Partners VI Evergreen Holdings, L.P. ("Carlyle Evergreen"), (ii) 37,702,342 shares of Class C Common Stock held of record by CP VI Evergreen Holdings, L.P. ("CP VI Evergreen") and (iii) 13,585,330 shares of Class C Common Stock held of record by Carlyle Partners VI Dash Holdings, L.P. ("Carlyle VI Dash"). F2 · ownership.nature: Carlyle Group Management L.L.C. holds an irrevocable proxy to vote a majority of the shares of The Carlyle Group Inc., which is a publicly traded entity listed on Nasdaq. The Carlyle Group Inc. is the sole shareholder of Carlyle Holdings I GP Inc., which is the sole member of Carlyle Holdings I GP Sub L.L.C., which is the general partner of Carlyle Holdings I L.P., which, with respect to the securities held of record by Carlyle Evergreen and CP VI Evergreen, is the managing member of CG Subsidiary Holdings L.L.C., which is the managing member of TC Group, L.L.C., which is the general partner of TC Group Sub L.P., which is the managing member of TC Group VI S1, L.L.C., which is the general partner of TC Group VI S1, L.P., which is the general partner of Carlyle Evergreen and CP VI Evergreen. F3 · ownership.nature: Cont'd. The Carlyle Group Inc. is also the sole member of Carlyle Holdings II GP L.L.C., which is the managing member of Carlyle Holdings II L.L.C., which, with respect to the securities held of record by Carlyle VI Dash, is the managing member of CG Subsidiary Holdings L.L.C., which is the general partner of TC Group Cayman Investment Holdings, L.P., which is the general partner of TC Group Cayman Investment Holdings Sub L.P., which is the sole member of TC Group VI, L.L.C., which is the general partner of TC Group VI, L.P., which is the general partner of Carlyle VI Dash. Read SEC document |
| June 22, 2021 Filed Jun 24, 2021 19:30 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | ConversionClass C Common Stock · Derivative | 105,685 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-025766 · doc4.xml · derivative · entry 6 TC Group Cayman Investment Holdings, L.P. · CIK 0001475444 · 10% owner TC Group Cayman Investment Holdings Sub L.P. · CIK 0001548636 · 10% owner TC Group VI S1, L.L.C. · CIK 0001766541 · 10% owner TC Group VI S1, L.P. · CIK 0001766496 · 10% owner TC Group VI, L.L.C. · CIK 0001791638 · 10% owner TC Group VI, L.P. · CIK 0001791637 · 10% owner Carlyle Partners VI Evergreen Holdings, L.P. · CIK 0001802267 · 10% owner CP VI Evergreen Holdings, L.P. · CIK 0001813962 · 10% owner Carlyle Partners VI Dash Holdings, L.P. · CIK 0001802268 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 51,663,125 Underlying: Class A Common Stock · 105,685 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F8 · derivative.exercise_price: The Class C Common Stock may be converted into shares of the Issuer's Class A Common Stock on a one-to-one basis at the discretion of the holder and has no expiration date. F8 · derivative.exercise_date: The Class C Common Stock may be converted into shares of the Issuer's Class A Common Stock on a one-to-one basis at the discretion of the holder and has no expiration date. F8 · derivative.expiration_date: The Class C Common Stock may be converted into shares of the Issuer's Class A Common Stock on a one-to-one basis at the discretion of the holder and has no expiration date. F1 · ownership.nature: Following the transactions reported herein, includes (i) 37,493,725 LLC Units of ZoomInfo Holdings LLC ("OpCo Units") and shares of Class B Common Stock held by Carlyle Partners VI Evergreen Holdings, L.P. ("Carlyle Evergreen"), (ii) 37,702,342 shares of Class C Common Stock held of record by CP VI Evergreen Holdings, L.P. ("CP VI Evergreen") and (iii) 13,585,330 shares of Class C Common Stock held of record by Carlyle Partners VI Dash Holdings, L.P. ("Carlyle VI Dash"). F2 · ownership.nature: Carlyle Group Management L.L.C. holds an irrevocable proxy to vote a majority of the shares of The Carlyle Group Inc., which is a publicly traded entity listed on Nasdaq. The Carlyle Group Inc. is the sole shareholder of Carlyle Holdings I GP Inc., which is the sole member of Carlyle Holdings I GP Sub L.L.C., which is the general partner of Carlyle Holdings I L.P., which, with respect to the securities held of record by Carlyle Evergreen and CP VI Evergreen, is the managing member of CG Subsidiary Holdings L.L.C., which is the managing member of TC Group, L.L.C., which is the general partner of TC Group Sub L.P., which is the managing member of TC Group VI S1, L.L.C., which is the general partner of TC Group VI S1, L.P., which is the general partner of Carlyle Evergreen and CP VI Evergreen. F3 · ownership.nature: Cont'd. The Carlyle Group Inc. is also the sole member of Carlyle Holdings II GP L.L.C., which is the managing member of Carlyle Holdings II L.L.C., which, with respect to the securities held of record by Carlyle VI Dash, is the managing member of CG Subsidiary Holdings L.L.C., which is the general partner of TC Group Cayman Investment Holdings, L.P., which is the general partner of TC Group Cayman Investment Holdings Sub L.P., which is the sole member of TC Group VI, L.L.C., which is the general partner of TC Group VI, L.P., which is the general partner of Carlyle VI Dash. Read SEC document |
| June 22, 2021 Filed Jun 24, 2021 19:30 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 105,685 | $52.05 | $5,501,422.11 |
DisclosureSEC source: 0000899243-21-025766 · doc4.xml · nonDerivative · entry 2 TC Group Cayman Investment Holdings, L.P. · CIK 0001475444 · 10% owner TC Group Cayman Investment Holdings Sub L.P. · CIK 0001548636 · 10% owner TC Group VI S1, L.L.C. · CIK 0001766541 · 10% owner TC Group VI S1, L.P. · CIK 0001766496 · 10% owner TC Group VI, L.L.C. · CIK 0001791638 · 10% owner TC Group VI, L.P. · CIK 0001791637 · 10% owner Carlyle Partners VI Evergreen Holdings, L.P. · CIK 0001802267 · 10% owner CP VI Evergreen Holdings, L.P. · CIK 0001813962 · 10% owner Carlyle Partners VI Dash Holdings, L.P. · CIK 0001802268 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 0 F4 · 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 at prices ranging from $52.00 to $52.4925. The reporting person undertakes to provide 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 in this footnote. F1 · ownership.nature: Following the transactions reported herein, includes (i) 37,493,725 LLC Units of ZoomInfo Holdings LLC ("OpCo Units") and shares of Class B Common Stock held by Carlyle Partners VI Evergreen Holdings, L.P. ("Carlyle Evergreen"), (ii) 37,702,342 shares of Class C Common Stock held of record by CP VI Evergreen Holdings, L.P. ("CP VI Evergreen") and (iii) 13,585,330 shares of Class C Common Stock held of record by Carlyle Partners VI Dash Holdings, L.P. ("Carlyle VI Dash"). F2 · ownership.nature: Carlyle Group Management L.L.C. holds an irrevocable proxy to vote a majority of the shares of The Carlyle Group Inc., which is a publicly traded entity listed on Nasdaq. The Carlyle Group Inc. is the sole shareholder of Carlyle Holdings I GP Inc., which is the sole member of Carlyle Holdings I GP Sub L.L.C., which is the general partner of Carlyle Holdings I L.P., which, with respect to the securities held of record by Carlyle Evergreen and CP VI Evergreen, is the managing member of CG Subsidiary Holdings L.L.C., which is the managing member of TC Group, L.L.C., which is the general partner of TC Group Sub L.P., which is the managing member of TC Group VI S1, L.L.C., which is the general partner of TC Group VI S1, L.P., which is the general partner of Carlyle Evergreen and CP VI Evergreen. F3 · ownership.nature: Cont'd. The Carlyle Group Inc. is also the sole member of Carlyle Holdings II GP L.L.C., which is the managing member of Carlyle Holdings II L.L.C., which, with respect to the securities held of record by Carlyle VI Dash, is the managing member of CG Subsidiary Holdings L.L.C., which is the general partner of TC Group Cayman Investment Holdings, L.P., which is the general partner of TC Group Cayman Investment Holdings Sub L.P., which is the sole member of TC Group VI, L.L.C., which is the general partner of TC Group VI, L.P., which is the general partner of Carlyle VI Dash. Read SEC document |
| June 22, 2021 Filed Jun 24, 2021 19:30 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | ConversionClass A Common Stock | 105,685 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-025766 · doc4.xml · nonDerivative · entry 1 TC Group Cayman Investment Holdings, L.P. · CIK 0001475444 · 10% owner TC Group Cayman Investment Holdings Sub L.P. · CIK 0001548636 · 10% owner TC Group VI S1, L.L.C. · CIK 0001766541 · 10% owner TC Group VI S1, L.P. · CIK 0001766496 · 10% owner TC Group VI, L.L.C. · CIK 0001791638 · 10% owner TC Group VI, L.P. · CIK 0001791637 · 10% owner Carlyle Partners VI Evergreen Holdings, L.P. · CIK 0001802267 · 10% owner CP VI Evergreen Holdings, L.P. · CIK 0001813962 · 10% owner Carlyle Partners VI Dash Holdings, L.P. · CIK 0001802268 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 105,685 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 · ownership.nature: Following the transactions reported herein, includes (i) 37,493,725 LLC Units of ZoomInfo Holdings LLC ("OpCo Units") and shares of Class B Common Stock held by Carlyle Partners VI Evergreen Holdings, L.P. ("Carlyle Evergreen"), (ii) 37,702,342 shares of Class C Common Stock held of record by CP VI Evergreen Holdings, L.P. ("CP VI Evergreen") and (iii) 13,585,330 shares of Class C Common Stock held of record by Carlyle Partners VI Dash Holdings, L.P. ("Carlyle VI Dash"). F2 · ownership.nature: Carlyle Group Management L.L.C. holds an irrevocable proxy to vote a majority of the shares of The Carlyle Group Inc., which is a publicly traded entity listed on Nasdaq. The Carlyle Group Inc. is the sole shareholder of Carlyle Holdings I GP Inc., which is the sole member of Carlyle Holdings I GP Sub L.L.C., which is the general partner of Carlyle Holdings I L.P., which, with respect to the securities held of record by Carlyle Evergreen and CP VI Evergreen, is the managing member of CG Subsidiary Holdings L.L.C., which is the managing member of TC Group, L.L.C., which is the general partner of TC Group Sub L.P., which is the managing member of TC Group VI S1, L.L.C., which is the general partner of TC Group VI S1, L.P., which is the general partner of Carlyle Evergreen and CP VI Evergreen. F3 · ownership.nature: Cont'd. The Carlyle Group Inc. is also the sole member of Carlyle Holdings II GP L.L.C., which is the managing member of Carlyle Holdings II L.L.C., which, with respect to the securities held of record by Carlyle VI Dash, is the managing member of CG Subsidiary Holdings L.L.C., which is the general partner of TC Group Cayman Investment Holdings, L.P., which is the general partner of TC Group Cayman Investment Holdings Sub L.P., which is the sole member of TC Group VI, L.L.C., which is the general partner of TC Group VI, L.P., which is the general partner of Carlyle VI Dash. Read SEC document |
| June 21, 2021 Filed Jun 22, 2021 19:32 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | ConversionClass C Common Stock · Derivative | 21,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-025407 · doc4.xml · derivative · entry 6 TC Group Cayman Investment Holdings, L.P. · CIK 0001475444 · 10% owner TC Group Cayman Investment Holdings Sub L.P. · CIK 0001548636 · 10% owner TC Group VI S1, L.L.C. · CIK 0001766541 · 10% owner TC Group VI S1, L.P. · CIK 0001766496 · 10% owner TC Group VI, L.L.C. · CIK 0001791638 · 10% owner TC Group VI, L.P. · CIK 0001791637 · 10% owner Carlyle Partners VI Evergreen Holdings, L.P. · CIK 0001802267 · 10% owner CP VI Evergreen Holdings, L.P. · CIK 0001813962 · 10% owner Carlyle Partners VI Dash Holdings, L.P. · CIK 0001802268 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 51,768,810 Underlying: Class A Common Stock · 21,500 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: The Class C Common Stock may be converted into shares of the Issuer's Class A Common Stock on a one-to-one basis at the discretion of the holder and has no expiration date. F7 · derivative.exercise_date: The Class C Common Stock may be converted into shares of the Issuer's Class A Common Stock on a one-to-one basis at the discretion of the holder and has no expiration date. F7 · derivative.expiration_date: The Class C Common Stock may be converted into shares of the Issuer's Class A Common Stock on a one-to-one basis at the discretion of the holder and has no expiration date. F1 · ownership.nature: Following the transactions reported herein, includes (i) 37,493,725 LLC Units of ZoomInfo Holdings LLC ("OpCo Units") and shares of Class B Common Stock held by Carlyle Partners VI Evergreen Holdings, L.P. ("Carlyle Evergreen"), (ii) 37,702,342 shares of Class C Common Stock held of record by CP VI Evergreen Holdings, L.P. ("CP VI Evergreen") and (iii) 14,066,468 shares of Class C Common Stock held of record by Carlyle Partners VI Dash Holdings, L.P. ("Carlyle VI Dash"). F2 · ownership.nature: Carlyle Group Management L.L.C. holds an irrevocable proxy to vote a majority of the shares of The Carlyle Group Inc., which is a publicly traded entity listed on Nasdaq. The Carlyle Group Inc. is the sole shareholder of Carlyle Holdings I GP Inc., which is the sole member of Carlyle Holdings I GP Sub L.L.C., which is the general partner of Carlyle Holdings I L.P., which, with respect to the securities held of record by Carlyle Evergreen and CP VI Evergreen, is the managing member of CG Subsidiary Holdings L.L.C., which is the managing member of TC Group, L.L.C., which is the general partner of TC Group Sub L.P., which is the managing member of TC Group VI S1, L.L.C., which is the general partner of TC Group VI S1, L.P., which is the general partner of Carlyle Evergreen and CP VI Evergreen. F3 · ownership.nature: Cont'd. The Carlyle Group Inc. is also the sole member of Carlyle Holdings II GP L.L.C., which is the managing member of Carlyle Holdings II L.L.C., which, with respect to the securities held of record by Carlyle VI Dash, is the managing member of CG Subsidiary Holdings L.L.C., which is the general partner of TC Group Cayman Investment Holdings, L.P., which is the general partner of TC Group Cayman Investment Holdings Sub L.P., which is the sole member of TC Group VI, L.L.C., which is the general partner of TC Group VI, L.P., which is the general partner of Carlyle VI Dash. Read SEC document |
| June 21, 2021 Filed Jun 22, 2021 19:32 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 21,500 | $52.00 | $1,118,010.75 |
DisclosureSEC source: 0000899243-21-025407 · doc4.xml · nonDerivative · entry 4 TC Group Cayman Investment Holdings, L.P. · CIK 0001475444 · 10% owner TC Group Cayman Investment Holdings Sub L.P. · CIK 0001548636 · 10% owner TC Group VI S1, L.L.C. · CIK 0001766541 · 10% owner TC Group VI S1, L.P. · CIK 0001766496 · 10% owner TC Group VI, L.L.C. · CIK 0001791638 · 10% owner TC Group VI, L.P. · CIK 0001791637 · 10% owner Carlyle Partners VI Evergreen Holdings, L.P. · CIK 0001802267 · 10% owner CP VI Evergreen Holdings, L.P. · CIK 0001813962 · 10% owner Carlyle Partners VI Dash Holdings, L.P. · CIK 0001802268 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 0 F4 · 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 at prices ranging from $52.00 to $52.03. The reporting person undertakes to provide 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 in this footnote. F1 · ownership.nature: Following the transactions reported herein, includes (i) 37,493,725 LLC Units of ZoomInfo Holdings LLC ("OpCo Units") and shares of Class B Common Stock held by Carlyle Partners VI Evergreen Holdings, L.P. ("Carlyle Evergreen"), (ii) 37,702,342 shares of Class C Common Stock held of record by CP VI Evergreen Holdings, L.P. ("CP VI Evergreen") and (iii) 14,066,468 shares of Class C Common Stock held of record by Carlyle Partners VI Dash Holdings, L.P. ("Carlyle VI Dash"). F2 · ownership.nature: Carlyle Group Management L.L.C. holds an irrevocable proxy to vote a majority of the shares of The Carlyle Group Inc., which is a publicly traded entity listed on Nasdaq. The Carlyle Group Inc. is the sole shareholder of Carlyle Holdings I GP Inc., which is the sole member of Carlyle Holdings I GP Sub L.L.C., which is the general partner of Carlyle Holdings I L.P., which, with respect to the securities held of record by Carlyle Evergreen and CP VI Evergreen, is the managing member of CG Subsidiary Holdings L.L.C., which is the managing member of TC Group, L.L.C., which is the general partner of TC Group Sub L.P., which is the managing member of TC Group VI S1, L.L.C., which is the general partner of TC Group VI S1, L.P., which is the general partner of Carlyle Evergreen and CP VI Evergreen. F3 · ownership.nature: Cont'd. The Carlyle Group Inc. is also the sole member of Carlyle Holdings II GP L.L.C., which is the managing member of Carlyle Holdings II L.L.C., which, with respect to the securities held of record by Carlyle VI Dash, is the managing member of CG Subsidiary Holdings L.L.C., which is the general partner of TC Group Cayman Investment Holdings, L.P., which is the general partner of TC Group Cayman Investment Holdings Sub L.P., which is the sole member of TC Group VI, L.L.C., which is the general partner of TC Group VI, L.P., which is the general partner of Carlyle VI Dash. Read SEC document |
| June 21, 2021 Filed Jun 22, 2021 19:32 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | ConversionClass A Common Stock | 21,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-025407 · doc4.xml · nonDerivative · entry 3 TC Group Cayman Investment Holdings, L.P. · CIK 0001475444 · 10% owner TC Group Cayman Investment Holdings Sub L.P. · CIK 0001548636 · 10% owner TC Group VI S1, L.L.C. · CIK 0001766541 · 10% owner TC Group VI S1, L.P. · CIK 0001766496 · 10% owner TC Group VI, L.L.C. · CIK 0001791638 · 10% owner TC Group VI, L.P. · CIK 0001791637 · 10% owner Carlyle Partners VI Evergreen Holdings, L.P. · CIK 0001802267 · 10% owner CP VI Evergreen Holdings, L.P. · CIK 0001813962 · 10% owner Carlyle Partners VI Dash Holdings, L.P. · CIK 0001802268 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 21,500 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 · ownership.nature: Following the transactions reported herein, includes (i) 37,493,725 LLC Units of ZoomInfo Holdings LLC ("OpCo Units") and shares of Class B Common Stock held by Carlyle Partners VI Evergreen Holdings, L.P. ("Carlyle Evergreen"), (ii) 37,702,342 shares of Class C Common Stock held of record by CP VI Evergreen Holdings, L.P. ("CP VI Evergreen") and (iii) 14,066,468 shares of Class C Common Stock held of record by Carlyle Partners VI Dash Holdings, L.P. ("Carlyle VI Dash"). F2 · ownership.nature: Carlyle Group Management L.L.C. holds an irrevocable proxy to vote a majority of the shares of The Carlyle Group Inc., which is a publicly traded entity listed on Nasdaq. The Carlyle Group Inc. is the sole shareholder of Carlyle Holdings I GP Inc., which is the sole member of Carlyle Holdings I GP Sub L.L.C., which is the general partner of Carlyle Holdings I L.P., which, with respect to the securities held of record by Carlyle Evergreen and CP VI Evergreen, is the managing member of CG Subsidiary Holdings L.L.C., which is the managing member of TC Group, L.L.C., which is the general partner of TC Group Sub L.P., which is the managing member of TC Group VI S1, L.L.C., which is the general partner of TC Group VI S1, L.P., which is the general partner of Carlyle Evergreen and CP VI Evergreen. F3 · ownership.nature: Cont'd. The Carlyle Group Inc. is also the sole member of Carlyle Holdings II GP L.L.C., which is the managing member of Carlyle Holdings II L.L.C., which, with respect to the securities held of record by Carlyle VI Dash, is the managing member of CG Subsidiary Holdings L.L.C., which is the general partner of TC Group Cayman Investment Holdings, L.P., which is the general partner of TC Group Cayman Investment Holdings Sub L.P., which is the sole member of TC Group VI, L.L.C., which is the general partner of TC Group VI, L.P., which is the general partner of Carlyle VI Dash. Read SEC document |
| June 18, 2021 Filed Jun 22, 2021 19:32 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | ConversionClass C Common Stock · Derivative | 2,300 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-025407 · doc4.xml · derivative · entry 5 TC Group Cayman Investment Holdings, L.P. · CIK 0001475444 · 10% owner TC Group Cayman Investment Holdings Sub L.P. · CIK 0001548636 · 10% owner TC Group VI S1, L.L.C. · CIK 0001766541 · 10% owner TC Group VI S1, L.P. · CIK 0001766496 · 10% owner TC Group VI, L.L.C. · CIK 0001791638 · 10% owner TC Group VI, L.P. · CIK 0001791637 · 10% owner Carlyle Partners VI Evergreen Holdings, L.P. · CIK 0001802267 · 10% owner CP VI Evergreen Holdings, L.P. · CIK 0001813962 · 10% owner Carlyle Partners VI Dash Holdings, L.P. · CIK 0001802268 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 51,790,310 Underlying: Class A Common Stock · 2,300 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: The Class C Common Stock may be converted into shares of the Issuer's Class A Common Stock on a one-to-one basis at the discretion of the holder and has no expiration date. F7 · derivative.exercise_date: The Class C Common Stock may be converted into shares of the Issuer's Class A Common Stock on a one-to-one basis at the discretion of the holder and has no expiration date. F7 · derivative.expiration_date: The Class C Common Stock may be converted into shares of the Issuer's Class A Common Stock on a one-to-one basis at the discretion of the holder and has no expiration date. F1 · ownership.nature: Following the transactions reported herein, includes (i) 37,493,725 LLC Units of ZoomInfo Holdings LLC ("OpCo Units") and shares of Class B Common Stock held by Carlyle Partners VI Evergreen Holdings, L.P. ("Carlyle Evergreen"), (ii) 37,702,342 shares of Class C Common Stock held of record by CP VI Evergreen Holdings, L.P. ("CP VI Evergreen") and (iii) 14,066,468 shares of Class C Common Stock held of record by Carlyle Partners VI Dash Holdings, L.P. ("Carlyle VI Dash"). F2 · ownership.nature: Carlyle Group Management L.L.C. holds an irrevocable proxy to vote a majority of the shares of The Carlyle Group Inc., which is a publicly traded entity listed on Nasdaq. The Carlyle Group Inc. is the sole shareholder of Carlyle Holdings I GP Inc., which is the sole member of Carlyle Holdings I GP Sub L.L.C., which is the general partner of Carlyle Holdings I L.P., which, with respect to the securities held of record by Carlyle Evergreen and CP VI Evergreen, is the managing member of CG Subsidiary Holdings L.L.C., which is the managing member of TC Group, L.L.C., which is the general partner of TC Group Sub L.P., which is the managing member of TC Group VI S1, L.L.C., which is the general partner of TC Group VI S1, L.P., which is the general partner of Carlyle Evergreen and CP VI Evergreen. F3 · ownership.nature: Cont'd. The Carlyle Group Inc. is also the sole member of Carlyle Holdings II GP L.L.C., which is the managing member of Carlyle Holdings II L.L.C., which, with respect to the securities held of record by Carlyle VI Dash, is the managing member of CG Subsidiary Holdings L.L.C., which is the general partner of TC Group Cayman Investment Holdings, L.P., which is the general partner of TC Group Cayman Investment Holdings Sub L.P., which is the sole member of TC Group VI, L.L.C., which is the general partner of TC Group VI, L.P., which is the general partner of Carlyle VI Dash. Read SEC document |
| June 18, 2021 Filed Jun 22, 2021 19:32 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 2,300 | $52.02 | $119,636.34 |
DisclosureSEC source: 0000899243-21-025407 · doc4.xml · nonDerivative · entry 2 TC Group Cayman Investment Holdings, L.P. · CIK 0001475444 · 10% owner TC Group Cayman Investment Holdings Sub L.P. · CIK 0001548636 · 10% owner TC Group VI S1, L.L.C. · CIK 0001766541 · 10% owner TC Group VI S1, L.P. · CIK 0001766496 · 10% owner TC Group VI, L.L.C. · CIK 0001791638 · 10% owner TC Group VI, L.P. · CIK 0001791637 · 10% owner Carlyle Partners VI Evergreen Holdings, L.P. · CIK 0001802267 · 10% owner CP VI Evergreen Holdings, L.P. · CIK 0001813962 · 10% owner Carlyle Partners VI Dash Holdings, L.P. · CIK 0001802268 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 0 F4 · 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 at prices ranging from $52.00 to $52.06. The reporting person undertakes to provide 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 in this footnote. F1 · ownership.nature: Following the transactions reported herein, includes (i) 37,493,725 LLC Units of ZoomInfo Holdings LLC ("OpCo Units") and shares of Class B Common Stock held by Carlyle Partners VI Evergreen Holdings, L.P. ("Carlyle Evergreen"), (ii) 37,702,342 shares of Class C Common Stock held of record by CP VI Evergreen Holdings, L.P. ("CP VI Evergreen") and (iii) 14,066,468 shares of Class C Common Stock held of record by Carlyle Partners VI Dash Holdings, L.P. ("Carlyle VI Dash"). F2 · ownership.nature: Carlyle Group Management L.L.C. holds an irrevocable proxy to vote a majority of the shares of The Carlyle Group Inc., which is a publicly traded entity listed on Nasdaq. The Carlyle Group Inc. is the sole shareholder of Carlyle Holdings I GP Inc., which is the sole member of Carlyle Holdings I GP Sub L.L.C., which is the general partner of Carlyle Holdings I L.P., which, with respect to the securities held of record by Carlyle Evergreen and CP VI Evergreen, is the managing member of CG Subsidiary Holdings L.L.C., which is the managing member of TC Group, L.L.C., which is the general partner of TC Group Sub L.P., which is the managing member of TC Group VI S1, L.L.C., which is the general partner of TC Group VI S1, L.P., which is the general partner of Carlyle Evergreen and CP VI Evergreen. F3 · ownership.nature: Cont'd. The Carlyle Group Inc. is also the sole member of Carlyle Holdings II GP L.L.C., which is the managing member of Carlyle Holdings II L.L.C., which, with respect to the securities held of record by Carlyle VI Dash, is the managing member of CG Subsidiary Holdings L.L.C., which is the general partner of TC Group Cayman Investment Holdings, L.P., which is the general partner of TC Group Cayman Investment Holdings Sub L.P., which is the sole member of TC Group VI, L.L.C., which is the general partner of TC Group VI, L.P., which is the general partner of Carlyle VI Dash. Read SEC document |
| June 18, 2021 Filed Jun 22, 2021 19:32 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | ConversionClass A Common Stock | 2,300 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-025407 · doc4.xml · nonDerivative · entry 1 TC Group Cayman Investment Holdings, L.P. · CIK 0001475444 · 10% owner TC Group Cayman Investment Holdings Sub L.P. · CIK 0001548636 · 10% owner TC Group VI S1, L.L.C. · CIK 0001766541 · 10% owner TC Group VI S1, L.P. · CIK 0001766496 · 10% owner TC Group VI, L.L.C. · CIK 0001791638 · 10% owner TC Group VI, L.P. · CIK 0001791637 · 10% owner Carlyle Partners VI Evergreen Holdings, L.P. · CIK 0001802267 · 10% owner CP VI Evergreen Holdings, L.P. · CIK 0001813962 · 10% owner Carlyle Partners VI Dash Holdings, L.P. · CIK 0001802268 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 2,300 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 · ownership.nature: Following the transactions reported herein, includes (i) 37,493,725 LLC Units of ZoomInfo Holdings LLC ("OpCo Units") and shares of Class B Common Stock held by Carlyle Partners VI Evergreen Holdings, L.P. ("Carlyle Evergreen"), (ii) 37,702,342 shares of Class C Common Stock held of record by CP VI Evergreen Holdings, L.P. ("CP VI Evergreen") and (iii) 14,066,468 shares of Class C Common Stock held of record by Carlyle Partners VI Dash Holdings, L.P. ("Carlyle VI Dash"). F2 · ownership.nature: Carlyle Group Management L.L.C. holds an irrevocable proxy to vote a majority of the shares of The Carlyle Group Inc., which is a publicly traded entity listed on Nasdaq. The Carlyle Group Inc. is the sole shareholder of Carlyle Holdings I GP Inc., which is the sole member of Carlyle Holdings I GP Sub L.L.C., which is the general partner of Carlyle Holdings I L.P., which, with respect to the securities held of record by Carlyle Evergreen and CP VI Evergreen, is the managing member of CG Subsidiary Holdings L.L.C., which is the managing member of TC Group, L.L.C., which is the general partner of TC Group Sub L.P., which is the managing member of TC Group VI S1, L.L.C., which is the general partner of TC Group VI S1, L.P., which is the general partner of Carlyle Evergreen and CP VI Evergreen. F3 · ownership.nature: Cont'd. The Carlyle Group Inc. is also the sole member of Carlyle Holdings II GP L.L.C., which is the managing member of Carlyle Holdings II L.L.C., which, with respect to the securities held of record by Carlyle VI Dash, is the managing member of CG Subsidiary Holdings L.L.C., which is the general partner of TC Group Cayman Investment Holdings, L.P., which is the general partner of TC Group Cayman Investment Holdings Sub L.P., which is the sole member of TC Group VI, L.L.C., which is the general partner of TC Group VI, L.P., which is the general partner of Carlyle VI Dash. Read SEC document |
| February 24, 2021 Filed Feb 26, 2021 17:03 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | ConversionClass C Common Stock · Derivative | 1,970,945 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-008431 · doc4.xml · derivative · entry 5 TC Group Cayman Investment Holdings, L.P. · CIK 0001475444 · 10% owner TC Group Cayman Investment Holdings Sub L.P. · CIK 0001548636 · 10% owner TC Group VI S1, L.L.C. · CIK 0001766541 · 10% owner TC Group VI S1, L.P. · CIK 0001766496 · 10% owner TC Group VI, L.L.C. · CIK 0001791638 · 10% owner TC Group VI, L.P. · CIK 0001791637 · 10% owner Carlyle Partners VI Evergreen Holdings, L.P. · CIK 0001802267 · 10% owner CP VI Evergreen Holdings, L.P. · CIK 0001813962 · 10% owner Carlyle Partners VI Dash Holdings, L.P. · CIK 0001802268 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 51,792,610 Underlying: Class A Common Stock · 1,970,945 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: The Class C Common Stock may be converted into shares of the Issuer's Class A Common Stock on a one-to-one basis at the discretion of the holder and has no expiration date. F6 · derivative.exercise_date: The Class C Common Stock may be converted into shares of the Issuer's Class A Common Stock on a one-to-one basis at the discretion of the holder and has no expiration date. F6 · derivative.expiration_date: The Class C Common Stock may be converted into shares of the Issuer's Class A Common Stock on a one-to-one basis at the discretion of the holder and has no expiration date. F1 · ownership.nature: Following the transactions reported herein, includes (i) 37,493,725 LLC Units of ZoomInfo Holdings LLC ("OpCo Units") and shares of Class B Common Stock held by Carlyle Partners VI Evergreen Holdings, L.P. ("Carlyle Evergreen"), (ii) 37,702,342 shares of Class C Common Stock held of record by CP VI Evergreen Holdings, L.P. ("CP VI Evergreen") and (iii) 14,090,268 shares of Class C Common Stock held of record by Carlyle Partners VI Dash Holdings, L.P. ("Carlyle VI Dash"). F2 · ownership.nature: Carlyle Group Management L.L.C. holds an irrevocable proxy to vote a majority of the shares of The Carlyle Group Inc., which is a publicly traded entity listed on Nasdaq. The Carlyle Group Inc. is the sole shareholder of Carlyle Holdings I GP Inc., which is the sole member of Carlyle Holdings I GP Sub L.L.C., which is the general partner of Carlyle Holdings I L.P., which, with respect to the securities held of record by Carlyle Evergreen and CP VI Evergreen, is the managing member of CG Subsidiary Holdings L.L.C., which is the managing member of TC Group, L.L.C., which is the general partner of TC Group Sub L.P., which is the managing member of TC Group VI S1, L.L.C., which is the general partner of TC Group VI S1, L.P., which is the general partner of Carlyle Evergreen and CP VI Evergreen. F3 · ownership.nature: Cont'd. The Carlyle Group Inc. is also the sole member of Carlyle Holdings II GP L.L.C., which is the managing member of Carlyle Holdings II L.L.C., which, with respect to the securities held of record by Carlyle VI Dash, is the managing member of CG Subsidiary Holdings L.L.C., which is the general partner of TC Group Cayman Investment Holdings, L.P., which is the general partner of TC Group Cayman Investment Holdings Sub L.P., which is the sole member of TC Group VI, L.L.C., which is the general partner of TC Group VI, L.P., which is the general partner of Carlyle VI Dash. Read SEC document |
| February 24, 2021 Filed Feb 26, 2021 17:03 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | ConversionLLC Units of ZoomInfo Holdings LLC · Derivative | 1,960,039 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-008431 · doc4.xml · derivative · entry 4 TC Group Cayman Investment Holdings, L.P. · CIK 0001475444 · 10% owner TC Group Cayman Investment Holdings Sub L.P. · CIK 0001548636 · 10% owner TC Group VI S1, L.L.C. · CIK 0001766541 · 10% owner TC Group VI S1, L.P. · CIK 0001766496 · 10% owner TC Group VI, L.L.C. · CIK 0001791638 · 10% owner TC Group VI, L.P. · CIK 0001791637 · 10% owner Carlyle Partners VI Evergreen Holdings, L.P. · CIK 0001802267 · 10% owner CP VI Evergreen Holdings, L.P. · CIK 0001813962 · 10% owner Carlyle Partners VI Dash Holdings, L.P. · CIK 0001802268 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 37,493,725 Underlying: Class A Common Stock · 1,960,039 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: The 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 certain exceptions, conditions and adjustments, and have no expiration date. F5 · derivative.exercise_date: The 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 certain exceptions, conditions and adjustments, and have no expiration date. F5 · derivative.expiration_date: The 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 certain exceptions, conditions and adjustments, and have no expiration date. F1 · ownership.nature: Following the transactions reported herein, includes (i) 37,493,725 LLC Units of ZoomInfo Holdings LLC ("OpCo Units") and shares of Class B Common Stock held by Carlyle Partners VI Evergreen Holdings, L.P. ("Carlyle Evergreen"), (ii) 37,702,342 shares of Class C Common Stock held of record by CP VI Evergreen Holdings, L.P. ("CP VI Evergreen") and (iii) 14,090,268 shares of Class C Common Stock held of record by Carlyle Partners VI Dash Holdings, L.P. ("Carlyle VI Dash"). F2 · ownership.nature: Carlyle Group Management L.L.C. holds an irrevocable proxy to vote a majority of the shares of The Carlyle Group Inc., which is a publicly traded entity listed on Nasdaq. The Carlyle Group Inc. is the sole shareholder of Carlyle Holdings I GP Inc., which is the sole member of Carlyle Holdings I GP Sub L.L.C., which is the general partner of Carlyle Holdings I L.P., which, with respect to the securities held of record by Carlyle Evergreen and CP VI Evergreen, is the managing member of CG Subsidiary Holdings L.L.C., which is the managing member of TC Group, L.L.C., which is the general partner of TC Group Sub L.P., which is the managing member of TC Group VI S1, L.L.C., which is the general partner of TC Group VI S1, L.P., which is the general partner of Carlyle Evergreen and CP VI Evergreen. F3 · ownership.nature: Cont'd. The Carlyle Group Inc. is also the sole member of Carlyle Holdings II GP L.L.C., which is the managing member of Carlyle Holdings II L.L.C., which, with respect to the securities held of record by Carlyle VI Dash, is the managing member of CG Subsidiary Holdings L.L.C., which is the general partner of TC Group Cayman Investment Holdings, L.P., which is the general partner of TC Group Cayman Investment Holdings Sub L.P., which is the sole member of TC Group VI, L.L.C., which is the general partner of TC Group VI, L.P., which is the general partner of Carlyle VI Dash. Read SEC document |
| February 24, 2021 Filed Feb 26, 2021 17:03 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 3,930,984 | $55.25 | $217,186,866.00 |
DisclosureSEC source: 0000899243-21-008431 · doc4.xml · nonDerivative · entry 3 TC Group Cayman Investment Holdings, L.P. · CIK 0001475444 · 10% owner TC Group Cayman Investment Holdings Sub L.P. · CIK 0001548636 · 10% owner TC Group VI S1, L.L.C. · CIK 0001766541 · 10% owner TC Group VI S1, L.P. · CIK 0001766496 · 10% owner TC Group VI, L.L.C. · CIK 0001791638 · 10% owner TC Group VI, L.P. · CIK 0001791637 · 10% owner Carlyle Partners VI Evergreen Holdings, L.P. · CIK 0001802267 · 10% owner CP VI Evergreen Holdings, L.P. · CIK 0001813962 · 10% owner Carlyle Partners VI Dash Holdings, L.P. · CIK 0001802268 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 0 F1 · ownership.nature: Following the transactions reported herein, includes (i) 37,493,725 LLC Units of ZoomInfo Holdings LLC ("OpCo Units") and shares of Class B Common Stock held by Carlyle Partners VI Evergreen Holdings, L.P. ("Carlyle Evergreen"), (ii) 37,702,342 shares of Class C Common Stock held of record by CP VI Evergreen Holdings, L.P. ("CP VI Evergreen") and (iii) 14,090,268 shares of Class C Common Stock held of record by Carlyle Partners VI Dash Holdings, L.P. ("Carlyle VI Dash"). F2 · ownership.nature: Carlyle Group Management L.L.C. holds an irrevocable proxy to vote a majority of the shares of The Carlyle Group Inc., which is a publicly traded entity listed on Nasdaq. The Carlyle Group Inc. is the sole shareholder of Carlyle Holdings I GP Inc., which is the sole member of Carlyle Holdings I GP Sub L.L.C., which is the general partner of Carlyle Holdings I L.P., which, with respect to the securities held of record by Carlyle Evergreen and CP VI Evergreen, is the managing member of CG Subsidiary Holdings L.L.C., which is the managing member of TC Group, L.L.C., which is the general partner of TC Group Sub L.P., which is the managing member of TC Group VI S1, L.L.C., which is the general partner of TC Group VI S1, L.P., which is the general partner of Carlyle Evergreen and CP VI Evergreen. F3 · ownership.nature: Cont'd. The Carlyle Group Inc. is also the sole member of Carlyle Holdings II GP L.L.C., which is the managing member of Carlyle Holdings II L.L.C., which, with respect to the securities held of record by Carlyle VI Dash, is the managing member of CG Subsidiary Holdings L.L.C., which is the general partner of TC Group Cayman Investment Holdings, L.P., which is the general partner of TC Group Cayman Investment Holdings Sub L.P., which is the sole member of TC Group VI, L.L.C., which is the general partner of TC Group VI, L.P., which is the general partner of Carlyle VI Dash. Read SEC document |
| February 24, 2021 Filed Feb 26, 2021 17:03 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | OtherClass B Common Stock | 1,960,039 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-008431 · doc4.xml · nonDerivative · entry 2 TC Group Cayman Investment Holdings, L.P. · CIK 0001475444 · 10% owner TC Group Cayman Investment Holdings Sub L.P. · CIK 0001548636 · 10% owner TC Group VI S1, L.L.C. · CIK 0001766541 · 10% owner TC Group VI S1, L.P. · CIK 0001766496 · 10% owner TC Group VI, L.L.C. · CIK 0001791638 · 10% owner TC Group VI, L.P. · CIK 0001791637 · 10% owner Carlyle Partners VI Evergreen Holdings, L.P. · CIK 0001802267 · 10% owner CP VI Evergreen Holdings, L.P. · CIK 0001813962 · 10% owner Carlyle Partners VI Dash Holdings, L.P. · CIK 0001802268 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 37,493,725 F4 · kind: Reflects the cancellation for no consideration of Class B Common Stock in connection with the conversion of the OpCo Units in to Class A Common Stock. F1 · ownership.nature: Following the transactions reported herein, includes (i) 37,493,725 LLC Units of ZoomInfo Holdings LLC ("OpCo Units") and shares of Class B Common Stock held by Carlyle Partners VI Evergreen Holdings, L.P. ("Carlyle Evergreen"), (ii) 37,702,342 shares of Class C Common Stock held of record by CP VI Evergreen Holdings, L.P. ("CP VI Evergreen") and (iii) 14,090,268 shares of Class C Common Stock held of record by Carlyle Partners VI Dash Holdings, L.P. ("Carlyle VI Dash"). F2 · ownership.nature: Carlyle Group Management L.L.C. holds an irrevocable proxy to vote a majority of the shares of The Carlyle Group Inc., which is a publicly traded entity listed on Nasdaq. The Carlyle Group Inc. is the sole shareholder of Carlyle Holdings I GP Inc., which is the sole member of Carlyle Holdings I GP Sub L.L.C., which is the general partner of Carlyle Holdings I L.P., which, with respect to the securities held of record by Carlyle Evergreen and CP VI Evergreen, is the managing member of CG Subsidiary Holdings L.L.C., which is the managing member of TC Group, L.L.C., which is the general partner of TC Group Sub L.P., which is the managing member of TC Group VI S1, L.L.C., which is the general partner of TC Group VI S1, L.P., which is the general partner of Carlyle Evergreen and CP VI Evergreen. F3 · ownership.nature: Cont'd. The Carlyle Group Inc. is also the sole member of Carlyle Holdings II GP L.L.C., which is the managing member of Carlyle Holdings II L.L.C., which, with respect to the securities held of record by Carlyle VI Dash, is the managing member of CG Subsidiary Holdings L.L.C., which is the general partner of TC Group Cayman Investment Holdings, L.P., which is the general partner of TC Group Cayman Investment Holdings Sub L.P., which is the sole member of TC Group VI, L.L.C., which is the general partner of TC Group VI, L.P., which is the general partner of Carlyle VI Dash. Read SEC document |
| February 24, 2021 Filed Feb 26, 2021 17:03 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | ConversionClass A Common Stock | 3,930,984 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-008431 · doc4.xml · nonDerivative · entry 1 TC Group Cayman Investment Holdings, L.P. · CIK 0001475444 · 10% owner TC Group Cayman Investment Holdings Sub L.P. · CIK 0001548636 · 10% owner TC Group VI S1, L.L.C. · CIK 0001766541 · 10% owner TC Group VI S1, L.P. · CIK 0001766496 · 10% owner TC Group VI, L.L.C. · CIK 0001791638 · 10% owner TC Group VI, L.P. · CIK 0001791637 · 10% owner Carlyle Partners VI Evergreen Holdings, L.P. · CIK 0001802267 · 10% owner CP VI Evergreen Holdings, L.P. · CIK 0001813962 · 10% owner Carlyle Partners VI Dash Holdings, L.P. · CIK 0001802268 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 3,930,984 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 · ownership.nature: Following the transactions reported herein, includes (i) 37,493,725 LLC Units of ZoomInfo Holdings LLC ("OpCo Units") and shares of Class B Common Stock held by Carlyle Partners VI Evergreen Holdings, L.P. ("Carlyle Evergreen"), (ii) 37,702,342 shares of Class C Common Stock held of record by CP VI Evergreen Holdings, L.P. ("CP VI Evergreen") and (iii) 14,090,268 shares of Class C Common Stock held of record by Carlyle Partners VI Dash Holdings, L.P. ("Carlyle VI Dash"). F2 · ownership.nature: Carlyle Group Management L.L.C. holds an irrevocable proxy to vote a majority of the shares of The Carlyle Group Inc., which is a publicly traded entity listed on Nasdaq. The Carlyle Group Inc. is the sole shareholder of Carlyle Holdings I GP Inc., which is the sole member of Carlyle Holdings I GP Sub L.L.C., which is the general partner of Carlyle Holdings I L.P., which, with respect to the securities held of record by Carlyle Evergreen and CP VI Evergreen, is the managing member of CG Subsidiary Holdings L.L.C., which is the managing member of TC Group, L.L.C., which is the general partner of TC Group Sub L.P., which is the managing member of TC Group VI S1, L.L.C., which is the general partner of TC Group VI S1, L.P., which is the general partner of Carlyle Evergreen and CP VI Evergreen. F3 · ownership.nature: Cont'd. The Carlyle Group Inc. is also the sole member of Carlyle Holdings II GP L.L.C., which is the managing member of Carlyle Holdings II L.L.C., which, with respect to the securities held of record by Carlyle VI Dash, is the managing member of CG Subsidiary Holdings L.L.C., which is the general partner of TC Group Cayman Investment Holdings, L.P., which is the general partner of TC Group Cayman Investment Holdings Sub L.P., which is the sole member of TC Group VI, L.L.C., which is the general partner of TC Group VI, L.P., which is the general partner of Carlyle VI Dash. Read SEC document |
| December 04, 2020 Filed Dec 8, 2020 16:30 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | ConversionClass C Common Stock · Derivative | 3,407,929 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-033011 · doc4.xml · derivative · entry 5 TC Group Cayman Investment Holdings, L.P. · CIK 0001475444 · 10% owner TC Group Cayman Investment Holdings Sub L.P. · CIK 0001548636 · 10% owner TC Group VI S1, L.L.C. · CIK 0001766541 · 10% owner TC Group VI S1, L.P. · CIK 0001766496 · 10% owner TC Group VI, L.L.C. · CIK 0001791638 · 10% owner TC Group VI, L.P. · CIK 0001791637 · 10% owner Carlyle Partners VI Evergreen Holdings, L.P. · CIK 0001802267 · 10% owner CP VI Evergreen Holdings, L.P. · CIK 0001813962 · 10% owner Carlyle Partners VI Dash Holdings, L.P. · CIK 0001802268 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 53,763,555 Underlying: Class A Common Stock · 3,407,929 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: The Class C Common Stock may be converted into shares of the Issuer's Class A Common Stock on a one-to-one basis at the discretion of the holder and has no expiration date. F6 · derivative.exercise_date: The Class C Common Stock may be converted into shares of the Issuer's Class A Common Stock on a one-to-one basis at the discretion of the holder and has no expiration date. F6 · derivative.expiration_date: The Class C Common Stock may be converted into shares of the Issuer's Class A Common Stock on a one-to-one basis at the discretion of the holder and has no expiration date. F1 · ownership.nature: Following the transactions reported herein, includes (i) 39,453,764 LLC Units of ZoomInfo Holdings LLC ("OpCo Units") and shares of Class B Common Stock held by Carlyle Partners VI Evergreen Holdings, L.P. ("Carlyle Evergreen"), (ii) 39,673,287 shares of Class C Common Stock held of record by CP VI Evergreen Holdings, L.P. ("CP VI Evergreen") and (iii) 14,090,268 shares of Class C Common Stock held of record by Carlyle Partners VI Dash Holdings, L.P. ("Carlyle VI Dash"). F2 · ownership.nature: Carlyle Group Management L.L.C. holds an irrevocable proxy to vote a majority of the shares of The Carlyle Group Inc., which is a publicly traded entity listed on Nasdaq. The Carlyle Group Inc. is the sole shareholder of Carlyle Holdings I GP Inc., which is the sole member of Carlyle Holdings I GP Sub L.L.C., which is the general partner of Carlyle Holdings I L.P., which, with respect to the securities held of record by Carlyle Evergreen and CP VI Evergreen, is the managing member of CG Subsidiary Holdings L.L.C., which is the managing member of TC Group, L.L.C., which is the general partner of TC Group Sub L.P., which is the managing member of TC Group VI S1, L.L.C., which is the general partner of TC Group VI S1, L.P., which is the general partner of Carlyle Evergreen and CP VI Evergreen. F3 · ownership.nature: Cont'd. The Carlyle Group Inc. is also the sole member of Carlyle Holdings II GP L.L.C., which is the managing member of Carlyle Holdings II L.L.C., which, with respect to the securities held of record by Carlyle VI Dash, is the managing member of CG Subsidiary Holdings L.L.C., which is the general partner of TC Group Cayman Investment Holdings, L.P., which is the general partner of TC Group Cayman Investment Holdings Sub L.P., which is the sole member of TC Group VI, L.L.C., which is the general partner of TC Group VI, L.P., which is the general partner of Carlyle VI Dash. Read SEC document |
| December 04, 2020 Filed Dec 8, 2020 16:30 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | ConversionLLC Units of ZoomInfo Holdings LLC · Derivative | 2,500,869 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-033011 · doc4.xml · derivative · entry 4 TC Group Cayman Investment Holdings, L.P. · CIK 0001475444 · 10% owner TC Group Cayman Investment Holdings Sub L.P. · CIK 0001548636 · 10% owner TC Group VI S1, L.L.C. · CIK 0001766541 · 10% owner TC Group VI S1, L.P. · CIK 0001766496 · 10% owner TC Group VI, L.L.C. · CIK 0001791638 · 10% owner TC Group VI, L.P. · CIK 0001791637 · 10% owner Carlyle Partners VI Evergreen Holdings, L.P. · CIK 0001802267 · 10% owner CP VI Evergreen Holdings, L.P. · CIK 0001813962 · 10% owner Carlyle Partners VI Dash Holdings, L.P. · CIK 0001802268 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 39,453,764 Underlying: Class A Common Stock · 2,500,869 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: The 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 certain exceptions, conditions and adjustments, and have no expiration date. F5 · derivative.exercise_date: The 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 certain exceptions, conditions and adjustments, and have no expiration date. F5 · derivative.expiration_date: The 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 certain exceptions, conditions and adjustments, and have no expiration date. F1 · ownership.nature: Following the transactions reported herein, includes (i) 39,453,764 LLC Units of ZoomInfo Holdings LLC ("OpCo Units") and shares of Class B Common Stock held by Carlyle Partners VI Evergreen Holdings, L.P. ("Carlyle Evergreen"), (ii) 39,673,287 shares of Class C Common Stock held of record by CP VI Evergreen Holdings, L.P. ("CP VI Evergreen") and (iii) 14,090,268 shares of Class C Common Stock held of record by Carlyle Partners VI Dash Holdings, L.P. ("Carlyle VI Dash"). F2 · ownership.nature: Carlyle Group Management L.L.C. holds an irrevocable proxy to vote a majority of the shares of The Carlyle Group Inc., which is a publicly traded entity listed on Nasdaq. The Carlyle Group Inc. is the sole shareholder of Carlyle Holdings I GP Inc., which is the sole member of Carlyle Holdings I GP Sub L.L.C., which is the general partner of Carlyle Holdings I L.P., which, with respect to the securities held of record by Carlyle Evergreen and CP VI Evergreen, is the managing member of CG Subsidiary Holdings L.L.C., which is the managing member of TC Group, L.L.C., which is the general partner of TC Group Sub L.P., which is the managing member of TC Group VI S1, L.L.C., which is the general partner of TC Group VI S1, L.P., which is the general partner of Carlyle Evergreen and CP VI Evergreen. F3 · ownership.nature: Cont'd. The Carlyle Group Inc. is also the sole member of Carlyle Holdings II GP L.L.C., which is the managing member of Carlyle Holdings II L.L.C., which, with respect to the securities held of record by Carlyle VI Dash, is the managing member of CG Subsidiary Holdings L.L.C., which is the general partner of TC Group Cayman Investment Holdings, L.P., which is the general partner of TC Group Cayman Investment Holdings Sub L.P., which is the sole member of TC Group VI, L.L.C., which is the general partner of TC Group VI, L.P., which is the general partner of Carlyle VI Dash. Read SEC document |
| December 04, 2020 Filed Dec 8, 2020 16:30 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 5,908,798 | $43.88 | $259,248,512.25 |
DisclosureSEC source: 0000899243-20-033011 · doc4.xml · nonDerivative · entry 3 TC Group Cayman Investment Holdings, L.P. · CIK 0001475444 · 10% owner TC Group Cayman Investment Holdings Sub L.P. · CIK 0001548636 · 10% owner TC Group VI S1, L.L.C. · CIK 0001766541 · 10% owner TC Group VI S1, L.P. · CIK 0001766496 · 10% owner TC Group VI, L.L.C. · CIK 0001791638 · 10% owner TC Group VI, L.P. · CIK 0001791637 · 10% owner Carlyle Partners VI Evergreen Holdings, L.P. · CIK 0001802267 · 10% owner CP VI Evergreen Holdings, L.P. · CIK 0001813962 · 10% owner Carlyle Partners VI Dash Holdings, L.P. · CIK 0001802268 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 0 F1 · ownership.nature: Following the transactions reported herein, includes (i) 39,453,764 LLC Units of ZoomInfo Holdings LLC ("OpCo Units") and shares of Class B Common Stock held by Carlyle Partners VI Evergreen Holdings, L.P. ("Carlyle Evergreen"), (ii) 39,673,287 shares of Class C Common Stock held of record by CP VI Evergreen Holdings, L.P. ("CP VI Evergreen") and (iii) 14,090,268 shares of Class C Common Stock held of record by Carlyle Partners VI Dash Holdings, L.P. ("Carlyle VI Dash"). F2 · ownership.nature: Carlyle Group Management L.L.C. holds an irrevocable proxy to vote a majority of the shares of The Carlyle Group Inc., which is a publicly traded entity listed on Nasdaq. The Carlyle Group Inc. is the sole shareholder of Carlyle Holdings I GP Inc., which is the sole member of Carlyle Holdings I GP Sub L.L.C., which is the general partner of Carlyle Holdings I L.P., which, with respect to the securities held of record by Carlyle Evergreen and CP VI Evergreen, is the managing member of CG Subsidiary Holdings L.L.C., which is the managing member of TC Group, L.L.C., which is the general partner of TC Group Sub L.P., which is the managing member of TC Group VI S1, L.L.C., which is the general partner of TC Group VI S1, L.P., which is the general partner of Carlyle Evergreen and CP VI Evergreen. F3 · ownership.nature: Cont'd. The Carlyle Group Inc. is also the sole member of Carlyle Holdings II GP L.L.C., which is the managing member of Carlyle Holdings II L.L.C., which, with respect to the securities held of record by Carlyle VI Dash, is the managing member of CG Subsidiary Holdings L.L.C., which is the general partner of TC Group Cayman Investment Holdings, L.P., which is the general partner of TC Group Cayman Investment Holdings Sub L.P., which is the sole member of TC Group VI, L.L.C., which is the general partner of TC Group VI, L.P., which is the general partner of Carlyle VI Dash. Read SEC document |
| December 04, 2020 Filed Dec 8, 2020 16:30 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | OtherClass B Common Stock | 2,500,869 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-033011 · doc4.xml · nonDerivative · entry 2 TC Group Cayman Investment Holdings, L.P. · CIK 0001475444 · 10% owner TC Group Cayman Investment Holdings Sub L.P. · CIK 0001548636 · 10% owner TC Group VI S1, L.L.C. · CIK 0001766541 · 10% owner TC Group VI S1, L.P. · CIK 0001766496 · 10% owner TC Group VI, L.L.C. · CIK 0001791638 · 10% owner TC Group VI, L.P. · CIK 0001791637 · 10% owner Carlyle Partners VI Evergreen Holdings, L.P. · CIK 0001802267 · 10% owner CP VI Evergreen Holdings, L.P. · CIK 0001813962 · 10% owner Carlyle Partners VI Dash Holdings, L.P. · CIK 0001802268 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 39,453,764 F4 · kind: Reflects the cancellation for no consideration of Class B Common Stock in connection with the conversion of the OpCo Units in to Class A Common Stock. F1 · ownership.nature: Following the transactions reported herein, includes (i) 39,453,764 LLC Units of ZoomInfo Holdings LLC ("OpCo Units") and shares of Class B Common Stock held by Carlyle Partners VI Evergreen Holdings, L.P. ("Carlyle Evergreen"), (ii) 39,673,287 shares of Class C Common Stock held of record by CP VI Evergreen Holdings, L.P. ("CP VI Evergreen") and (iii) 14,090,268 shares of Class C Common Stock held of record by Carlyle Partners VI Dash Holdings, L.P. ("Carlyle VI Dash"). F2 · ownership.nature: Carlyle Group Management L.L.C. holds an irrevocable proxy to vote a majority of the shares of The Carlyle Group Inc., which is a publicly traded entity listed on Nasdaq. The Carlyle Group Inc. is the sole shareholder of Carlyle Holdings I GP Inc., which is the sole member of Carlyle Holdings I GP Sub L.L.C., which is the general partner of Carlyle Holdings I L.P., which, with respect to the securities held of record by Carlyle Evergreen and CP VI Evergreen, is the managing member of CG Subsidiary Holdings L.L.C., which is the managing member of TC Group, L.L.C., which is the general partner of TC Group Sub L.P., which is the managing member of TC Group VI S1, L.L.C., which is the general partner of TC Group VI S1, L.P., which is the general partner of Carlyle Evergreen and CP VI Evergreen. F3 · ownership.nature: Cont'd. The Carlyle Group Inc. is also the sole member of Carlyle Holdings II GP L.L.C., which is the managing member of Carlyle Holdings II L.L.C., which, with respect to the securities held of record by Carlyle VI Dash, is the managing member of CG Subsidiary Holdings L.L.C., which is the general partner of TC Group Cayman Investment Holdings, L.P., which is the general partner of TC Group Cayman Investment Holdings Sub L.P., which is the sole member of TC Group VI, L.L.C., which is the general partner of TC Group VI, L.P., which is the general partner of Carlyle VI Dash. Read SEC document |
| December 04, 2020 Filed Dec 8, 2020 16:30 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | ConversionClass A Common Stock | 5,908,798 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-033011 · doc4.xml · nonDerivative · entry 1 TC Group Cayman Investment Holdings, L.P. · CIK 0001475444 · 10% owner TC Group Cayman Investment Holdings Sub L.P. · CIK 0001548636 · 10% owner TC Group VI S1, L.L.C. · CIK 0001766541 · 10% owner TC Group VI S1, L.P. · CIK 0001766496 · 10% owner TC Group VI, L.L.C. · CIK 0001791638 · 10% owner TC Group VI, L.P. · CIK 0001791637 · 10% owner Carlyle Partners VI Evergreen Holdings, L.P. · CIK 0001802267 · 10% owner CP VI Evergreen Holdings, L.P. · CIK 0001813962 · 10% owner Carlyle Partners VI Dash Holdings, L.P. · CIK 0001802268 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 5,908,798 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 · ownership.nature: Following the transactions reported herein, includes (i) 39,453,764 LLC Units of ZoomInfo Holdings LLC ("OpCo Units") and shares of Class B Common Stock held by Carlyle Partners VI Evergreen Holdings, L.P. ("Carlyle Evergreen"), (ii) 39,673,287 shares of Class C Common Stock held of record by CP VI Evergreen Holdings, L.P. ("CP VI Evergreen") and (iii) 14,090,268 shares of Class C Common Stock held of record by Carlyle Partners VI Dash Holdings, L.P. ("Carlyle VI Dash"). F2 · ownership.nature: Carlyle Group Management L.L.C. holds an irrevocable proxy to vote a majority of the shares of The Carlyle Group Inc., which is a publicly traded entity listed on Nasdaq. The Carlyle Group Inc. is the sole shareholder of Carlyle Holdings I GP Inc., which is the sole member of Carlyle Holdings I GP Sub L.L.C., which is the general partner of Carlyle Holdings I L.P., which, with respect to the securities held of record by Carlyle Evergreen and CP VI Evergreen, is the managing member of CG Subsidiary Holdings L.L.C., which is the managing member of TC Group, L.L.C., which is the general partner of TC Group Sub L.P., which is the managing member of TC Group VI S1, L.L.C., which is the general partner of TC Group VI S1, L.P., which is the general partner of Carlyle Evergreen and CP VI Evergreen. F3 · ownership.nature: Cont'd. The Carlyle Group Inc. is also the sole member of Carlyle Holdings II GP L.L.C., which is the managing member of Carlyle Holdings II L.L.C., which, with respect to the securities held of record by Carlyle VI Dash, is the managing member of CG Subsidiary Holdings L.L.C., which is the general partner of TC Group Cayman Investment Holdings, L.P., which is the general partner of TC Group Cayman Investment Holdings Sub L.P., which is the sole member of TC Group VI, L.L.C., which is the general partner of TC Group VI, L.P., which is the general partner of Carlyle VI Dash. Read SEC document |
| August 24, 2020 Filed Aug 26, 2020 16:30 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | ConversionClass C Common Stock · Derivative | 4,072,714 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-023444 · doc4.xml · derivative · entry 5 TC Group Cayman Investment Holdings, L.P. · CIK 0001475444 · 10% owner TC Group Cayman Investment Holdings Sub L.P. · CIK 0001548636 · 10% owner TC Group VI S1, L.L.C. · CIK 0001766541 · 10% owner TC Group VI S1, L.P. · CIK 0001766496 · 10% owner TC Group VI, L.L.C. · CIK 0001791638 · 10% owner TC Group VI, L.P. · CIK 0001791637 · 10% owner Carlyle Partners VI Evergreen Holdings, L.P. · CIK 0001802267 · 10% owner CP VI Evergreen Holdings, L.P. · CIK 0001813962 · 10% owner Carlyle Partners VI Dash Holdings, L.P. · CIK 0001802268 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 57,171,484 Underlying: Class A Common Stock · 4,072,714 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: The Class C Common Stock may be converted into shares of the Issuer's Class A Common Stock on a one-to-one basis at the discretion of the holder and has no expiration date F6 · derivative.exercise_date: The Class C Common Stock may be converted into shares of the Issuer's Class A Common Stock on a one-to-one basis at the discretion of the holder and has no expiration date F6 · derivative.expiration_date: The Class C Common Stock may be converted into shares of the Issuer's Class A Common Stock on a one-to-one basis at the discretion of the holder and has no expiration date F1 · ownership.nature: Following the transactions reported herein, includes (i) 41,954,633 LLC Units of ZoomInfo Holdings LLC ("OpCo Units") and shares of Class B Common Stock held by Carlyle Partners VI Evergreen Holdings, L.P. ("Carlyle Evergreen"), (ii) 42,188,071 shares of Class C Common Stock held of record by CP VI Evergreen Holdings, L.P. ("CP VI Evergreen") and (iii) 14,983,413 shares of Class C Common Stock held of record by Carlyle Partners VI Dash Holdings, L.P. ("Carlyle VI Dash"). F2 · ownership.nature: Carlyle Group Management L.L.C. holds an irrevocable proxy to vote a majority of the shares of The Carlyle Group Inc., which is a publicly traded entity listed on Nasdaq. The Carlyle Group Inc. is the sole shareholder of Carlyle Holdings I GP Inc., which is the sole member of Carlyle Holdings I GP Sub L.L.C., which is the general partner of Carlyle Holdings I L.P., which, with respect to the securities held of record by Carlyle Evergreen and CP VI Evergreen, is the managing member of CG Subsidiary Holdings L.L.C., which is the managing member of TC Group, L.L.C., which is the general partner of TC Group Sub L.P., which is the managing member of TC Group VI S1, L.L.C., which is the general partner of TC Group VI S1, L.P., which is the general partner of Carlyle Evergreen and CP VI Evergreen. F3 · ownership.nature: Cont'd. The Carlyle Group Inc. is also the sole member of Carlyle Holdings II GP L.L.C., which is the managing member of Carlyle Holdings II L.L.C., which, with respect to the securities held of record by Carlyle VI Dash, is the managing member of CG Subsidiary Holdings L.L.C., which is the general partner of TC Group Cayman Investment Holdings, L.P., which is the general partner of TC Group Cayman Investment Holdings Sub L.P., which is the sole member of TC Group VI, L.L.C., which is the general partner of TC Group VI, L.P., which is the general partner of Carlyle VI Dash. Read SEC document |
| August 24, 2020 Filed Aug 26, 2020 16:30 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | ConversionLLC Units of ZoomInfo Holdings LLC · Derivative | 2,988,714 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-023444 · doc4.xml · derivative · entry 4 TC Group Cayman Investment Holdings, L.P. · CIK 0001475444 · 10% owner TC Group Cayman Investment Holdings Sub L.P. · CIK 0001548636 · 10% owner TC Group VI S1, L.L.C. · CIK 0001766541 · 10% owner TC Group VI S1, L.P. · CIK 0001766496 · 10% owner TC Group VI, L.L.C. · CIK 0001791638 · 10% owner TC Group VI, L.P. · CIK 0001791637 · 10% owner Carlyle Partners VI Evergreen Holdings, L.P. · CIK 0001802267 · 10% owner CP VI Evergreen Holdings, L.P. · CIK 0001813962 · 10% owner Carlyle Partners VI Dash Holdings, L.P. · CIK 0001802268 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 41,954,633 Underlying: Class A Common Stock · 2,988,714 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: The 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 certain exceptions, conditions and adjustments, and have no expiration date. F5 · derivative.exercise_date: The 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 certain exceptions, conditions and adjustments, and have no expiration date. F5 · derivative.expiration_date: The 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 certain exceptions, conditions and adjustments, and have no expiration date. F1 · ownership.nature: Following the transactions reported herein, includes (i) 41,954,633 LLC Units of ZoomInfo Holdings LLC ("OpCo Units") and shares of Class B Common Stock held by Carlyle Partners VI Evergreen Holdings, L.P. ("Carlyle Evergreen"), (ii) 42,188,071 shares of Class C Common Stock held of record by CP VI Evergreen Holdings, L.P. ("CP VI Evergreen") and (iii) 14,983,413 shares of Class C Common Stock held of record by Carlyle Partners VI Dash Holdings, L.P. ("Carlyle VI Dash"). F2 · ownership.nature: Carlyle Group Management L.L.C. holds an irrevocable proxy to vote a majority of the shares of The Carlyle Group Inc., which is a publicly traded entity listed on Nasdaq. The Carlyle Group Inc. is the sole shareholder of Carlyle Holdings I GP Inc., which is the sole member of Carlyle Holdings I GP Sub L.L.C., which is the general partner of Carlyle Holdings I L.P., which, with respect to the securities held of record by Carlyle Evergreen and CP VI Evergreen, is the managing member of CG Subsidiary Holdings L.L.C., which is the managing member of TC Group, L.L.C., which is the general partner of TC Group Sub L.P., which is the managing member of TC Group VI S1, L.L.C., which is the general partner of TC Group VI S1, L.P., which is the general partner of Carlyle Evergreen and CP VI Evergreen. F3 · ownership.nature: Cont'd. The Carlyle Group Inc. is also the sole member of Carlyle Holdings II GP L.L.C., which is the managing member of Carlyle Holdings II L.L.C., which, with respect to the securities held of record by Carlyle VI Dash, is the managing member of CG Subsidiary Holdings L.L.C., which is the general partner of TC Group Cayman Investment Holdings, L.P., which is the general partner of TC Group Cayman Investment Holdings Sub L.P., which is the sole member of TC Group VI, L.L.C., which is the general partner of TC Group VI, L.P., which is the general partner of Carlyle VI Dash. Read SEC document |
| August 24, 2020 Filed Aug 26, 2020 16:30 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 7,061,428 | $35.80 | $252,781,468.83 |
DisclosureSEC source: 0000899243-20-023444 · doc4.xml · nonDerivative · entry 3 TC Group Cayman Investment Holdings, L.P. · CIK 0001475444 · 10% owner TC Group Cayman Investment Holdings Sub L.P. · CIK 0001548636 · 10% owner TC Group VI S1, L.L.C. · CIK 0001766541 · 10% owner TC Group VI S1, L.P. · CIK 0001766496 · 10% owner TC Group VI, L.L.C. · CIK 0001791638 · 10% owner TC Group VI, L.P. · CIK 0001791637 · 10% owner Carlyle Partners VI Evergreen Holdings, L.P. · CIK 0001802267 · 10% owner CP VI Evergreen Holdings, L.P. · CIK 0001813962 · 10% owner Carlyle Partners VI Dash Holdings, L.P. · CIK 0001802268 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 0 F1 · ownership.nature: Following the transactions reported herein, includes (i) 41,954,633 LLC Units of ZoomInfo Holdings LLC ("OpCo Units") and shares of Class B Common Stock held by Carlyle Partners VI Evergreen Holdings, L.P. ("Carlyle Evergreen"), (ii) 42,188,071 shares of Class C Common Stock held of record by CP VI Evergreen Holdings, L.P. ("CP VI Evergreen") and (iii) 14,983,413 shares of Class C Common Stock held of record by Carlyle Partners VI Dash Holdings, L.P. ("Carlyle VI Dash"). F2 · ownership.nature: Carlyle Group Management L.L.C. holds an irrevocable proxy to vote a majority of the shares of The Carlyle Group Inc., which is a publicly traded entity listed on Nasdaq. The Carlyle Group Inc. is the sole shareholder of Carlyle Holdings I GP Inc., which is the sole member of Carlyle Holdings I GP Sub L.L.C., which is the general partner of Carlyle Holdings I L.P., which, with respect to the securities held of record by Carlyle Evergreen and CP VI Evergreen, is the managing member of CG Subsidiary Holdings L.L.C., which is the managing member of TC Group, L.L.C., which is the general partner of TC Group Sub L.P., which is the managing member of TC Group VI S1, L.L.C., which is the general partner of TC Group VI S1, L.P., which is the general partner of Carlyle Evergreen and CP VI Evergreen. F3 · ownership.nature: Cont'd. The Carlyle Group Inc. is also the sole member of Carlyle Holdings II GP L.L.C., which is the managing member of Carlyle Holdings II L.L.C., which, with respect to the securities held of record by Carlyle VI Dash, is the managing member of CG Subsidiary Holdings L.L.C., which is the general partner of TC Group Cayman Investment Holdings, L.P., which is the general partner of TC Group Cayman Investment Holdings Sub L.P., which is the sole member of TC Group VI, L.L.C., which is the general partner of TC Group VI, L.P., which is the general partner of Carlyle VI Dash. Read SEC document |
| August 24, 2020 Filed Aug 26, 2020 16:30 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | OtherClass B Common Stock | 2,988,714 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-023444 · doc4.xml · nonDerivative · entry 2 TC Group Cayman Investment Holdings, L.P. · CIK 0001475444 · 10% owner TC Group Cayman Investment Holdings Sub L.P. · CIK 0001548636 · 10% owner TC Group VI S1, L.L.C. · CIK 0001766541 · 10% owner TC Group VI S1, L.P. · CIK 0001766496 · 10% owner TC Group VI, L.L.C. · CIK 0001791638 · 10% owner TC Group VI, L.P. · CIK 0001791637 · 10% owner Carlyle Partners VI Evergreen Holdings, L.P. · CIK 0001802267 · 10% owner CP VI Evergreen Holdings, L.P. · CIK 0001813962 · 10% owner Carlyle Partners VI Dash Holdings, L.P. · CIK 0001802268 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 41,954,633 F4 · kind: Reflects the cancellation for no consideration of Class B Common Stock in connection with the conversion of the OpCo Units in to Class A Common Stock. F1 · ownership.nature: Following the transactions reported herein, includes (i) 41,954,633 LLC Units of ZoomInfo Holdings LLC ("OpCo Units") and shares of Class B Common Stock held by Carlyle Partners VI Evergreen Holdings, L.P. ("Carlyle Evergreen"), (ii) 42,188,071 shares of Class C Common Stock held of record by CP VI Evergreen Holdings, L.P. ("CP VI Evergreen") and (iii) 14,983,413 shares of Class C Common Stock held of record by Carlyle Partners VI Dash Holdings, L.P. ("Carlyle VI Dash"). F2 · ownership.nature: Carlyle Group Management L.L.C. holds an irrevocable proxy to vote a majority of the shares of The Carlyle Group Inc., which is a publicly traded entity listed on Nasdaq. The Carlyle Group Inc. is the sole shareholder of Carlyle Holdings I GP Inc., which is the sole member of Carlyle Holdings I GP Sub L.L.C., which is the general partner of Carlyle Holdings I L.P., which, with respect to the securities held of record by Carlyle Evergreen and CP VI Evergreen, is the managing member of CG Subsidiary Holdings L.L.C., which is the managing member of TC Group, L.L.C., which is the general partner of TC Group Sub L.P., which is the managing member of TC Group VI S1, L.L.C., which is the general partner of TC Group VI S1, L.P., which is the general partner of Carlyle Evergreen and CP VI Evergreen. F3 · ownership.nature: Cont'd. The Carlyle Group Inc. is also the sole member of Carlyle Holdings II GP L.L.C., which is the managing member of Carlyle Holdings II L.L.C., which, with respect to the securities held of record by Carlyle VI Dash, is the managing member of CG Subsidiary Holdings L.L.C., which is the general partner of TC Group Cayman Investment Holdings, L.P., which is the general partner of TC Group Cayman Investment Holdings Sub L.P., which is the sole member of TC Group VI, L.L.C., which is the general partner of TC Group VI, L.P., which is the general partner of Carlyle VI Dash. Read SEC document |
| August 24, 2020 Filed Aug 26, 2020 16:30 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | ConversionClass A Common Stock | 7,061,428 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-023444 · doc4.xml · nonDerivative · entry 1 TC Group Cayman Investment Holdings, L.P. · CIK 0001475444 · 10% owner TC Group Cayman Investment Holdings Sub L.P. · CIK 0001548636 · 10% owner TC Group VI S1, L.L.C. · CIK 0001766541 · 10% owner TC Group VI S1, L.P. · CIK 0001766496 · 10% owner TC Group VI, L.L.C. · CIK 0001791638 · 10% owner TC Group VI, L.P. · CIK 0001791637 · 10% owner Carlyle Partners VI Evergreen Holdings, L.P. · CIK 0001802267 · 10% owner CP VI Evergreen Holdings, L.P. · CIK 0001813962 · 10% owner Carlyle Partners VI Dash Holdings, L.P. · CIK 0001802268 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 7,061,428 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 · ownership.nature: Following the transactions reported herein, includes (i) 41,954,633 LLC Units of ZoomInfo Holdings LLC ("OpCo Units") and shares of Class B Common Stock held by Carlyle Partners VI Evergreen Holdings, L.P. ("Carlyle Evergreen"), (ii) 42,188,071 shares of Class C Common Stock held of record by CP VI Evergreen Holdings, L.P. ("CP VI Evergreen") and (iii) 14,983,413 shares of Class C Common Stock held of record by Carlyle Partners VI Dash Holdings, L.P. ("Carlyle VI Dash"). F2 · ownership.nature: Carlyle Group Management L.L.C. holds an irrevocable proxy to vote a majority of the shares of The Carlyle Group Inc., which is a publicly traded entity listed on Nasdaq. The Carlyle Group Inc. is the sole shareholder of Carlyle Holdings I GP Inc., which is the sole member of Carlyle Holdings I GP Sub L.L.C., which is the general partner of Carlyle Holdings I L.P., which, with respect to the securities held of record by Carlyle Evergreen and CP VI Evergreen, is the managing member of CG Subsidiary Holdings L.L.C., which is the managing member of TC Group, L.L.C., which is the general partner of TC Group Sub L.P., which is the managing member of TC Group VI S1, L.L.C., which is the general partner of TC Group VI S1, L.P., which is the general partner of Carlyle Evergreen and CP VI Evergreen. F3 · ownership.nature: Cont'd. The Carlyle Group Inc. is also the sole member of Carlyle Holdings II GP L.L.C., which is the managing member of Carlyle Holdings II L.L.C., which, with respect to the securities held of record by Carlyle VI Dash, is the managing member of CG Subsidiary Holdings L.L.C., which is the general partner of TC Group Cayman Investment Holdings, L.P., which is the general partner of TC Group Cayman Investment Holdings Sub L.P., which is the sole member of TC Group VI, L.L.C., which is the general partner of TC Group VI, L.P., which is the general partner of Carlyle VI Dash. 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.