Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ZoomInfo Technologies Inc.GTM · Entity 1794 | Chief Revenue Officer | 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 | 270,507 |
Ending reported balance
After 2026-10-02 transaction · row 7
7 source rows · reconciled sequenceRow 1 · 2026-10-01 · Exercise / conversion · Acquired 4,464 · Balance 209,763 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 30,639 · Balance 240,402 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 22,058 · Balance 262,460 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 18,522 · Balance 280,982 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 80,938 · Balance 361,920 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. Row 6 · 2026-10-01 · Tax withholding · Disposed 70,640 · Balance 291,280 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 7 · 2026-10-02 · Sale · Disposed 20,773 · Balance 270,507 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 $3.655 to $3.770, 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 | 8,929 |
Reported balance
After 2026-10-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-10-01 · Exercise / conversion · Disposed 4,464 · Balance 8,929 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 | 0 |
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 30,639 · Balance 0 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 21 months following January 1, 2025. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 44,118 |
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 22,058 · Balance 44,118 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 in equal quarterly installments during the 27 months following January 1, 2025. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 111,130 |
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 18,522 · Balance 111,130 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 May 15, 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 | 485,625 |
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 80,938 · Balance 485,625 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 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 $3.655 to $3.770, 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 21 months following January 1, 2025.
F7: The Reporting Person received an original grant of restricted stock units on March 26, 2024, which vest in equal quarterly installments during the 27 months following January 1, 2025.
F8: The Reporting Person received an original grant of restricted stock units on May 15, 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.
F9: 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 |
|---|---|---|---|---|---|---|
| June 01, 2025 Filed Jun 3, 2025 20:15 UTC | ZoomInfo Technologies Inc. GTM · Entity 1794 | Exercise / conversionRestricted Stock Units · Derivative | 622 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-25-000132 · wk-form4_1748981744.xml · derivative · entry 6 Roth James M · CIK 0002057761 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,246 Underlying: Common Stock · 622 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 December 1, 2022, which vest in equal quarterly installments during the 12 months following December 1, 2024. F4 · derivative.expiration_date: The Reporting Person received an original grant of restricted stock units on December 1, 2022, which vest in equal quarterly installments during the 12 months following December 1, 2024. Read SEC document |
| June 01, 2025 Filed Jun 3, 2025 20:15 UTC | ZoomInfo Technologies Inc. GTM · Entity 1794 | Exercise / conversionRestricted Stock Units · Derivative | 387 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-25-000132 · wk-form4_1748981744.xml · derivative · entry 5 Roth James M · CIK 0002057761 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,548 Underlying: Common Stock · 387 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 June 1, 2022, which vest in equal quarterly installments during the 18 months following December 1, 2024. F3 · derivative.expiration_date: The Reporting Person received an original grant of restricted stock units on June 1, 2022, which vest in equal quarterly installments during the 18 months following December 1, 2024. Read SEC document |
| June 01, 2025 Filed Jun 3, 2025 20:15 UTC | ZoomInfo Technologies Inc. GTM · Entity 1794 | Tax withholdingCommon Stock | 665 | $9.55 | $6,350.75 |
DisclosureSEC source: 0001794515-25-000132 · wk-form4_1748981744.xml · nonDerivative · entry 4 Roth James M · CIK 0002057761 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,511 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 |
| June 01, 2025 Filed Jun 3, 2025 20:15 UTC | ZoomInfo Technologies Inc. GTM · Entity 1794 | Exercise / conversionCommon Stock | 344 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-25-000132 · wk-form4_1748981744.xml · nonDerivative · entry 3 Roth James M · CIK 0002057761 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,176 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 |
| June 01, 2025 Filed Jun 3, 2025 20:15 UTC | ZoomInfo Technologies Inc. GTM · Entity 1794 | Exercise / conversionCommon Stock | 622 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-25-000132 · wk-form4_1748981744.xml · nonDerivative · entry 2 Roth James M · CIK 0002057761 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,832 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 |
| June 01, 2025 Filed Jun 3, 2025 20:15 UTC | ZoomInfo Technologies Inc. GTM · Entity 1794 | Exercise / conversionCommon Stock | 387 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-25-000132 · wk-form4_1748981744.xml · nonDerivative · entry 1 Roth James M · CIK 0002057761 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,210 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 |
| May 15, 2025 Filed May 19, 2025 23:31 UTC | ZoomInfo Technologies Inc. GTM · Entity 1794 | GrantRestricted Stock Units · Derivative | 221,154 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-25-000127 · wk-form4_1747697475.xml · derivative · entry 1 Roth James M · CIK 0002057761 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 221,154 Underlying: Common Stock · 221,154 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 221,154 restricted stock units, which vests 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. F2 · derivative.expiration_date: The Reporting Person received an original grant of 221,154 restricted stock units, which vests 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. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:13 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionRestricted Stock Units · Derivative | 22,058 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-25-000083 · wk-form4_1743711224.xml · derivative · entry 9 Roth James M · CIK 0002057761 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 176,471 Underlying: Common Stock · 22,058 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. F6 · derivative.exercise_date: The Reporting Person received an original grant of restricted stock units on March 26, 2024, which vest in equal quarterly installments during the 27 months following January 1, 2025. F6 · derivative.expiration_date: The Reporting Person received an original grant of restricted stock units on March 26, 2024, which vest in equal quarterly installments during the 27 months following January 1, 2025. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:13 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionRestricted Stock Units · Derivative | 30,639 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-25-000083 · wk-form4_1743711224.xml · derivative · entry 8 Roth James M · CIK 0002057761 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 183,831 Underlying: Common Stock · 30,639 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 October 25, 2023, which vest in equal quarterly installments during the 21 months following January 1, 2025. F5 · 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 21 months following January 1, 2025. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:13 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionRestricted Stock Units · Derivative | 4,464 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-25-000083 · wk-form4_1743711224.xml · derivative · entry 7 Roth James M · CIK 0002057761 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,715 Underlying: Common Stock · 4,464 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 March 23, 2023, which vest in equal quarterly installments during the 27 months following January 1, 2025. F4 · 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 27 months following January 1, 2025. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:13 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionRestricted Stock Units · Derivative | 1,890 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-25-000083 · wk-form4_1743711224.xml · derivative · entry 6 Roth James M · CIK 0002057761 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,890 Underlying: Common Stock · 1,890 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 July 1, 2022, which vest in equal quarterly installments during the 6 months following January 1, 2025. F3 · derivative.expiration_date: The Reporting Person received an original grant of restricted stock units on July 1, 2022, which vest in equal quarterly installments during the 6 months following January 1, 2025. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:13 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Tax withholdingCommon Stock | 29,492 | $10.00 | $294,920.00 |
DisclosureSEC source: 0001794515-25-000083 · wk-form4_1743711224.xml · nonDerivative · entry 5 Roth James M · CIK 0002057761 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,823 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 |
| April 01, 2025 Filed Apr 3, 2025 20:13 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionCommon Stock | 22,058 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-25-000083 · wk-form4_1743711224.xml · nonDerivative · entry 4 Roth James M · CIK 0002057761 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,315 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:13 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionCommon Stock | 30,639 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-25-000083 · wk-form4_1743711224.xml · nonDerivative · entry 3 Roth James M · CIK 0002057761 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,257 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:13 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionCommon Stock | 4,464 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-25-000083 · wk-form4_1743711224.xml · nonDerivative · entry 2 Roth James M · CIK 0002057761 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,618 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:13 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionCommon Stock | 1,890 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-25-000083 · wk-form4_1743711224.xml · nonDerivative · entry 1 Roth James M · CIK 0002057761 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,154 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 |
| March 01, 2025 Filed Mar 4, 2025 21:30 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionRestricted Stock Units · Derivative | 11,765 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-25-000062 · wk-form4_1741123821.xml · derivative · entry 9 Roth James M · CIK 0002057761 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,765 Underlying: Common Stock · 11,765 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. F6 · derivative.exercise_date: The Reporting Person received an original grant of restricted stock units on August 26, 2024, which vest as follows: (a) 50% on March 1, 2025; and (b) 50% on September 1, 2025. F6 · derivative.expiration_date: The Reporting Person received an original grant of restricted stock units on August 26, 2024, which vest as follows: (a) 50% on March 1, 2025; and (b) 50% on September 1, 2025. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 21:30 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionRestricted Stock Units · Derivative | 344 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-25-000062 · wk-form4_1741123821.xml · derivative · entry 8 Roth James M · CIK 0002057761 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,065 Underlying: Common Stock · 344 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 September 1, 2022, which vest in equal quarterly installments during the 21 months following December 1, 2024. F5 · derivative.expiration_date: The Reporting Person received an original grant of restricted stock units on September 1, 2022, which vest in equal quarterly installments during the 21 months following December 1, 2024. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 21:30 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionRestricted Stock Units · Derivative | 623 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-25-000062 · wk-form4_1741123821.xml · derivative · entry 7 Roth James M · CIK 0002057761 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,868 Underlying: Common Stock · 623 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 December 1, 2022, which vest in equal quarterly installments during the 12 months following December 1, 2024. F4 · derivative.expiration_date: The Reporting Person received an original grant of restricted stock units on December 1, 2022, which vest in equal quarterly installments during the 12 months following December 1, 2024. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 21:30 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionRestricted Stock Units · Derivative | 387 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-25-000062 · wk-form4_1741123821.xml · derivative · entry 6 Roth James M · CIK 0002057761 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,935 Underlying: Common Stock · 387 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 June 1, 2022, which vest in equal quarterly installments during the 18 months following December 1, 2024. F3 · derivative.expiration_date: The Reporting Person received an original grant of restricted stock units on June 1, 2022, which vest in equal quarterly installments during the 18 months following December 1, 2024. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 21:30 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Tax withholdingCommon Stock | 6,542 | $11.66 | $76,279.72 |
DisclosureSEC source: 0001794515-25-000062 · wk-form4_1741123821.xml · nonDerivative · entry 5 Roth James M · CIK 0002057761 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,264 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 |
| March 01, 2025 Filed Mar 4, 2025 21:30 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionCommon Stock | 11,765 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-25-000062 · wk-form4_1741123821.xml · nonDerivative · entry 4 Roth James M · CIK 0002057761 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,806 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 |
| March 01, 2025 Filed Mar 4, 2025 21:30 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionCommon Stock | 344 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-25-000062 · wk-form4_1741123821.xml · nonDerivative · entry 3 Roth James M · CIK 0002057761 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,041 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 |
| March 01, 2025 Filed Mar 4, 2025 21:30 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionCommon Stock | 623 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-25-000062 · wk-form4_1741123821.xml · nonDerivative · entry 2 Roth James M · CIK 0002057761 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,697 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 |
| March 01, 2025 Filed Mar 4, 2025 21:30 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionCommon Stock | 387 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-25-000062 · wk-form4_1741123821.xml · nonDerivative · entry 1 Roth James M · CIK 0002057761 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,074 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 |
| February 27, 2025 Filed Feb 28, 2025 21:10 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleCommon Stock | 30,000 | $11.91 | $357,369.00 |
DisclosureSEC source: 0001794515-25-000049 · wk-form4_1740777030.xml · nonDerivative · entry 1 Roth James M · CIK 0002057761 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,687 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $11.91 to $11.925, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.