Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ZoomInfo Technologies Inc.GTM · Entity 1794 | General Counsel and Corp Sec | October 01, 2026 | October 05, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
ZoomInfo Technologies Inc.
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 140,669 |
Ending reported balance
After 2026-10-02 transaction · row 8
8 source rows · reconciled sequenceRow 1 · 2026-10-01 · Exercise / conversion · Acquired 781 · Balance 107,818 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. Row 2 · 2026-10-01 · Exercise / conversion · Acquired 611 · Balance 108,429 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. Row 3 · 2026-10-01 · Exercise / conversion · Acquired 552 · Balance 108,981 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. Row 4 · 2026-10-01 · Exercise / conversion · Acquired 4,468 · Balance 113,449 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. Row 5 · 2026-10-01 · Exercise / conversion · Acquired 8,375 · Balance 121,824 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. Row 6 · 2026-10-01 · Exercise / conversion · Acquired 49,219 · Balance 171,043 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. Row 7 · 2026-10-01 · Tax withholding · Disposed 27,913 · Balance 143,130 F2: Reflects shares withheld to cover the Reporting Person's tax liability in connection with the vesting of the restricted stock units reported herein. Row 8 · 2026-10-02 · Sale · Disposed 2,461 · Balance 140,669 F3: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan. F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $3.74 to $3.78, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,563 |
Reported balance
After 2026-10-01 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-10-01 · Exercise / conversion · Disposed 781 · Balance 1,563 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F5: The Reporting Person received an original grant of restricted stock units on March 23, 2023, which vest in equal quarterly installments during the 27 months following January 1, 2025. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,447 |
Reported balance
After 2026-10-01 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2026-10-01 · Exercise / conversion · Disposed 611 · Balance 2,447 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F6: The Reporting Person received an original grant of restricted stock units on October 25, 2023, which vest in equal quarterly installments during the 33 months following January 1, 2025. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,309 |
Reported balance
After 2026-10-01 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2026-10-01 · Exercise / conversion · Disposed 552 · Balance 3,309 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F7: The Reporting Person received an original grant of restricted stock units on March 26, 2024, which vest as follows: (a) 25% on April 1, 2025; and (b) the remainder of the award in equal quarterly installments during the 36 months following April 1, 2025. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 26,805 |
Reported balance
After 2026-10-01 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2026-10-01 · Exercise / conversion · Disposed 4,468 · Balance 26,805 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F8: The Reporting Person received an original grant of restricted stock units on July 24, 2024, which vest as follows: (a) 25% on April 1, 2025; and (b) the remainder of the award in equal quarterly installments during the 36 months following April 1, 2025. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 50,250 |
Reported balance
After 2026-10-01 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2026-10-01 · Exercise / conversion · Disposed 8,375 · Balance 50,250 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F9: The Reporting Person received an original grant of restricted stock units on May 30, 2025, which vest as follows: (a) 33% on April 1, 2026; and (b) the remainder of the award in equal quarterly installments during the 24 months following April 1, 2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 295,313 |
Reported balance
After 2026-10-01 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2026-10-01 · Exercise / conversion · Disposed 49,219 · Balance 295,313 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F10: The Reporting Person received an original grant of restricted stock units on May 29, 2026, which vest in equal quarterly installments during the 24 months following April 1, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock.
F2: Reflects shares withheld to cover the Reporting Person's tax liability in connection with the vesting of the restricted stock units reported herein.
F3: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan.
F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $3.74 to $3.78, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.
F5: The Reporting Person received an original grant of restricted stock units on March 23, 2023, which vest in equal quarterly installments during the 27 months following January 1, 2025.
F6: The Reporting Person received an original grant of restricted stock units on October 25, 2023, which vest in equal quarterly installments during the 33 months following January 1, 2025.
F7: The Reporting Person received an original grant of restricted stock units on March 26, 2024, which vest as follows: (a) 25% on April 1, 2025; and (b) the remainder of the award in equal quarterly installments during the 36 months following April 1, 2025.
F8: The Reporting Person received an original grant of restricted stock units on July 24, 2024, which vest as follows: (a) 25% on April 1, 2025; and (b) the remainder of the award in equal quarterly installments during the 36 months following April 1, 2025.
F9: The Reporting Person received an original grant of restricted stock units on May 30, 2025, which vest as follows: (a) 33% on April 1, 2026; and (b) the remainder of the award in equal quarterly installments during the 24 months following April 1, 2026.
F10: The Reporting Person received an original grant of restricted stock units on May 29, 2026, which vest in equal quarterly installments during the 24 months following April 1, 2026.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 01, 2025 Filed Mar 4, 2025 21:30 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionCommon Stock | 959 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-25-000061 · wk-form4_1741123803.xml · nonDerivative · entry 1 McGrane Ashley · CIK 0002057389 · General Counsel and Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,324 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.