Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ZoomInfo Technologies Inc.GTM · Entity 1794 | CFO | October 09, 2026 | October 13, 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 09, 2026 · Filed October 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 329,132 |
Reported balance
After 2026-10-09 transaction · row 1
1 source rowRow 1 · 2026-10-09 · Sale · Disposed 5,000 · Balance 329,132 F1: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $4.000 to $4.005, 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. |
Filing footnotes · ownership attribution and instrument terms
F1: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $4.000 to $4.005, 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.
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 |
|---|---|---|---|---|---|---|
| November 01, 2024 Filed Nov 5, 2024 21:22 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionCommon Stock | 13,875 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-24-000173 · wk-form4_1730841769.xml · nonDerivative · entry 2 O'Brien Michael Graham · CIK 0002034804 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,972 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F2 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| November 01, 2024 Filed Nov 5, 2024 21:22 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionCommon Stock | 1,542 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-24-000173 · wk-form4_1730841769.xml · nonDerivative · entry 1 O'Brien Michael Graham · CIK 0002034804 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,097 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting settled into shares of Common Stock on a one-for-one basis. F1 · price: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting settled into shares of Common Stock on a one-for-one basis. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 20:27 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionRestricted Stock Units · Derivative | 223 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-24-000169 · wk-form4_1727987225.xml · derivative · entry 7 O'Brien Michael Graham · CIK 0002034804 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,233 Underlying: Common Stock · 223 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F5 · derivative.exercise_date: The Reporting Person received an original grant of restricted stock units on March 23, 2023, which vest in equal quarterly installments during the 30 months following October 1, 2024. F5 · derivative.expiration_date: The Reporting Person received an original grant of restricted stock units on March 23, 2023, which vest in equal quarterly installments during the 30 months following October 1, 2024. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 20:27 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionRestricted Stock Units · Derivative | 3,057 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-24-000169 · wk-form4_1727987225.xml · derivative · entry 6 O'Brien Michael Graham · CIK 0002034804 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,174 Underlying: Common Stock · 3,057 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F4 · derivative.exercise_date: The Reporting Person received an original grant of restricted stock units on October 25, 2023, which vest in equal quarterly installments during the 36 months following October 1, 2024. F4 · derivative.expiration_date: The Reporting Person received an original grant of restricted stock units on October 25, 2023, which vest in equal quarterly installments during the 36 months following October 1, 2024. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 20:27 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionRestricted Stock Units · Derivative | 1,555 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-24-000169 · wk-form4_1727987225.xml · derivative · entry 5 O'Brien Michael Graham · CIK 0002034804 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,993 Underlying: Common Stock · 1,555 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F3 · derivative.exercise_date: The Reporting Person received an original grant of restricted stock units on December 30, 2022, which vest in equal quarterly installments during the 27 months following October 1, 2024. F3 · derivative.expiration_date: The Reporting Person received an original grant of restricted stock units on December 30, 2022, which vest in equal quarterly installments during the 27 months following October 1, 2024. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 20:27 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Tax withholdingCommon Stock | 1,611 | $10.32 | $16,625.52 |
DisclosureSEC source: 0001794515-24-000169 · wk-form4_1727987225.xml · nonDerivative · entry 4 O'Brien Michael Graham · CIK 0002034804 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,555 F2 · kind: Reflects shares withheld to cover the Reporting Person's tax liability in connection with the vesting of the restricted stock units reported herein. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 20:27 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionCommon Stock | 223 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-24-000169 · wk-form4_1727987225.xml · nonDerivative · entry 3 O'Brien Michael Graham · CIK 0002034804 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,166 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 |
| October 01, 2024 Filed Oct 3, 2024 20:27 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionCommon Stock | 3,057 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-24-000169 · wk-form4_1727987225.xml · nonDerivative · entry 2 O'Brien Michael Graham · CIK 0002034804 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,943 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 |
| October 01, 2024 Filed Oct 3, 2024 20:27 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionCommon Stock | 1,555 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-24-000169 · wk-form4_1727987225.xml · nonDerivative · entry 1 O'Brien Michael Graham · CIK 0002034804 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,886 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| September 10, 2024 Filed Sep 12, 2024 20:10 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | GrantRestricted Stock Units · Derivative | 29,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-24-000165 · wk-form4_1726171818.xml · derivative · entry 2 O'Brien Michael Graham · CIK 0002034804 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,400 Underlying: Common Stock · 29,400 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F3 · derivative.exercise_date: The Reporting Person received an original grant of 29,400 restricted stock units, which vests in its entirety on the date that is 12 months from the date on which a permanent Chief Financial Officer is employed by the Issuer. F3 · derivative.expiration_date: The Reporting Person received an original grant of 29,400 restricted stock units, which vests in its entirety on the date that is 12 months from the date on which a permanent Chief Financial Officer is employed by the Issuer. Read SEC document |
| September 10, 2024 Filed Sep 12, 2024 20:10 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | GrantRestricted Stock Units · Derivative | 125,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-24-000165 · wk-form4_1726171818.xml · derivative · entry 1 O'Brien Michael Graham · CIK 0002034804 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125,000 Underlying: Common Stock · 125,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F2 · derivative.exercise_date: The Reporting Person received an original grant of 125,000 restricted stock units, which vests as follows: (a) 25% on October 1, 2025; and (b) the remainder of the award in equal quarterly installments during the 36 months following October 1, 2025. F2 · derivative.expiration_date: The Reporting Person received an original grant of 125,000 restricted stock units, which vests as follows: (a) 25% on October 1, 2025; and (b) the remainder of the award in equal quarterly installments during the 36 months following October 1, 2025. 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.