Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Zeta Global Holdings Corp.ZETA · Entity 3649 | Director · Chief Executive Officer · 10% owner | August 13, 2026 | August 14, 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.
Zeta Global Holdings Corp.
Report date August 13, 2026 · Filed August 14, 2026
Jointly reported with ACI Investment Partners, LLC, ACI Investment Partners XXVII, LLC
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Variable Prepaid Forward Contract (obligation to sell)SEC Table II · derivative / convertible security | IndirectBy Botticelli SPV LLC | 1,000,000 |
Reported balance
After 2026-08-13 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-08-13 · Other · Acquired 1,000,000 · Balance 1,000,000 F5: On August 13, 2026, in connection with tax, trust and estate planning by Wynwood Trust, Botticelli entered into a variable prepaid forward contract with an unaffiliated counterparty. The contract obligates Botticelli to deliver shares of Class A Common Stock of the Issuer or, at Botticelli's election, settle the contract in cash, on a settlement date following August 13, 2029 (the "Maturity Date"). In exchange, Botticelli received an upfront cash payment of $22.7 million. Botticelli pledged 1,000,000 shares of the Issuer's Class B Common Stock (the "Subject Shares") to secure its obligations under the contract. Botticelli will retain all voting, dividend and other rights in the Subject Shares during the term of the pledge (and thereafter if the contract is settled in cash). F6: If Botticelli does not elect to settle the contract in cash, the number of shares of the Issuer's Class A Common Stock that may be delivered by Botticelli following the Maturity Date will generally be determined as follows: (a) if the closing price of shares of the Issuer's Class A Common Stock prior to the Maturity Date (the "Settlement Price") is less than $47.29 (the "Maximum Price") but greater than $26.11 (the "Minimum Price"), the Reporting Person will deliver a number of shares of the Issuer's Class A Common Stock equal to the Subject Shares multiplied by a ratio equal to the Minimum Price divided by the Settlement Price; [continued in footnote 7] F7: [Continued from footnote 6] (b) if the Settlement Price is equal to or greater than the Maximum Price on the Maturity Date, Botticelli will deliver a number of shares of the Issuer's Class A Common Stock equal to the Subject Shares multiplied by a ratio equal to a fraction with a numerator equal to the sum of (A) the Minimum Price and (B) the excess, if any, of the Settlement Price over the Maximum Price, and a denominator equal to the Settlement Price; and (c) if the Settlement Price is equal to or less than the Minimum Price on the Maturity Date, Botticelli will deliver a number of shares of the Issuer's Class A Common Stock equal to the Subject Shares. F4: Securities held directly by Botticelli, of which Wynwood Trust is the sole member. Mr. Steinberg has sole voting power over all shares of the Issuer held by Botticelli. Mr. Steinberg disclaims beneficial ownership of the shares held directly by Botticelli except to the extent of his pecuniary interest therein, if any. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectBy IAC Investment Company IX, LLC | 4,285,215 |
Reported balance
After 2026-08-13 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-08-13 · Gift · Disposed 261,735 · Balance 4,285,215 F1: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F8: Securities held directly by IAC Investment Company IX, LLC ("IAC"). Mr. Steinberg is the Manager of IAC. Mr. Steinberg disclaims beneficial ownership of the shares held directly by IAC except to the extent of his pecuniary interest therein, if any. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectBy ACI Investment Partners XXVII, LLC | 9,842,337 |
Reported balance
After 2026-08-13 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-08-13 · Gift · Acquired 261,735 · Balance 9,842,337 F1: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F9: Securities held directly by ACI Investment Company XXVII, LLC ("XXVII"). Mr. Steinberg is the Manager of XXVII. Mr. Steinberg disclaims beneficial ownership of the shares held directly by XXVII except to the extent of his pecuniary interest therein, if any. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectBy ACI Investment Partners, LLC | 6,435,636 |
Reported balance
Holding disclosure · report date 2026-08-13 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance 6,435,636 F1: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F3: Reflects a transfer of 2,300,000 shares of Class B Common Stock from ACI to Botticelli SPV LLC ("Botticelli") in a transaction exempt from reporting pursuant to Rule 16a-13 because the transfer represented a change in form of beneficial ownership without a change in the Reporting Person's pecuniary interest. F2: Securities held directly by ACI Investment Partners, LLC ("ACI"), of which the Wynwood 2025 Irrevocable Trust ("Wynwood Trust") is the sole member. Mr. Steinberg is the Manager of ACI, and Mr. Steinberg and his five children are the beneficiaries of Wynwood Trust. Mr. Steinberg disclaims beneficial ownership of the shares held directly by ACI except to the extent of his pecuniary interest therein, if any. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectBy Botticelli SPV LLC | 2,300,000 |
Reported balance
Holding disclosure · report date 2026-08-13 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 2,300,000 F1: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F3: Reflects a transfer of 2,300,000 shares of Class B Common Stock from ACI to Botticelli SPV LLC ("Botticelli") in a transaction exempt from reporting pursuant to Rule 16a-13 because the transfer represented a change in form of beneficial ownership without a change in the Reporting Person's pecuniary interest. F4: Securities held directly by Botticelli, of which Wynwood Trust is the sole member. Mr. Steinberg has sole voting power over all shares of the Issuer held by Botticelli. Mr. Steinberg disclaims beneficial ownership of the shares held directly by Botticelli except to the extent of his pecuniary interest therein, if any. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectBy Family Trusts | 453,409 |
Reported balance
Holding disclosure · report date 2026-08-13 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 453,409 F1: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F10: Mr. Steinberg is co-trustee of each family trust and as a result may be deemed to share beneficial ownership of the securities held of record by each trust to the extent of his pecuniary interest therein, if any. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectBy CAIVIS Acquisition Corp. II | 75,000 |
Reported balance
Holding disclosure · report date 2026-08-13 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 75,000 F1: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F11: Securities held direcly by CAIVIS, which is a wholly owned subsidiary of CAIVIS Investment Company V, LLC, of which Mr. Steinberg is the majority member. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectBy Charitable Annuity Trust | 199,153 |
Reported balance
Holding disclosure · report date 2026-08-13 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 199,153 F1: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectBy Spouse | 47,676 |
Reported balance
Holding disclosure · report date 2026-08-13 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 47,676 F1: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. |
Filing footnotes · ownership attribution and instrument terms
F1: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class.
F2: Securities held directly by ACI Investment Partners, LLC ("ACI"), of which the Wynwood 2025 Irrevocable Trust ("Wynwood Trust") is the sole member. Mr. Steinberg is the Manager of ACI, and Mr. Steinberg and his five children are the beneficiaries of Wynwood Trust. Mr. Steinberg disclaims beneficial ownership of the shares held directly by ACI except to the extent of his pecuniary interest therein, if any.
F3: Reflects a transfer of 2,300,000 shares of Class B Common Stock from ACI to Botticelli SPV LLC ("Botticelli") in a transaction exempt from reporting pursuant to Rule 16a-13 because the transfer represented a change in form of beneficial ownership without a change in the Reporting Person's pecuniary interest.
F4: Securities held directly by Botticelli, of which Wynwood Trust is the sole member. Mr. Steinberg has sole voting power over all shares of the Issuer held by Botticelli. Mr. Steinberg disclaims beneficial ownership of the shares held directly by Botticelli except to the extent of his pecuniary interest therein, if any.
F5: On August 13, 2026, in connection with tax, trust and estate planning by Wynwood Trust, Botticelli entered into a variable prepaid forward contract with an unaffiliated counterparty. The contract obligates Botticelli to deliver shares of Class A Common Stock of the Issuer or, at Botticelli's election, settle the contract in cash, on a settlement date following August 13, 2029 (the "Maturity Date"). In exchange, Botticelli received an upfront cash payment of $22.7 million. Botticelli pledged 1,000,000 shares of the Issuer's Class B Common Stock (the "Subject Shares") to secure its obligations under the contract. Botticelli will retain all voting, dividend and other rights in the Subject Shares during the term of the pledge (and thereafter if the contract is settled in cash).
F6: If Botticelli does not elect to settle the contract in cash, the number of shares of the Issuer's Class A Common Stock that may be delivered by Botticelli following the Maturity Date will generally be determined as follows: (a) if the closing price of shares of the Issuer's Class A Common Stock prior to the Maturity Date (the "Settlement Price") is less than $47.29 (the "Maximum Price") but greater than $26.11 (the "Minimum Price"), the Reporting Person will deliver a number of shares of the Issuer's Class A Common Stock equal to the Subject Shares multiplied by a ratio equal to the Minimum Price divided by the Settlement Price; [continued in footnote 7]
F7: [Continued from footnote 6] (b) if the Settlement Price is equal to or greater than the Maximum Price on the Maturity Date, Botticelli will deliver a number of shares of the Issuer's Class A Common Stock equal to the Subject Shares multiplied by a ratio equal to a fraction with a numerator equal to the sum of (A) the Minimum Price and (B) the excess, if any, of the Settlement Price over the Maximum Price, and a denominator equal to the Settlement Price; and (c) if the Settlement Price is equal to or less than the Minimum Price on the Maturity Date, Botticelli will deliver a number of shares of the Issuer's Class A Common Stock equal to the Subject Shares.
F8: Securities held directly by IAC Investment Company IX, LLC ("IAC"). Mr. Steinberg is the Manager of IAC. Mr. Steinberg disclaims beneficial ownership of the shares held directly by IAC except to the extent of his pecuniary interest therein, if any.
F9: Securities held directly by ACI Investment Company XXVII, LLC ("XXVII"). Mr. Steinberg is the Manager of XXVII. Mr. Steinberg disclaims beneficial ownership of the shares held directly by XXVII except to the extent of his pecuniary interest therein, if any.
F10: Mr. Steinberg is co-trustee of each family trust and as a result may be deemed to share beneficial ownership of the securities held of record by each trust to the extent of his pecuniary interest therein, if any.
F11: Securities held direcly by CAIVIS, which is a wholly owned subsidiary of CAIVIS Investment Company V, LLC, of which Mr. Steinberg is the majority member.
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 |
|---|---|---|---|---|---|---|
| August 13, 2026 Filed Aug 14, 2026 21:00 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass B Common Stock · Derivative | 261,735 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-352542 · ownership.xml · derivative · entry 5 Steinberg David · CIK 0001308562 · Director · Chief Executive Officer · 10% owner ACI Investment Partners, LLC · CIK 0001861905 · 10% owner ACI Investment Partners XXVII, LLC · CIK 0002149819 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By ACI Investment Partners XXVII, LLC Disclosed balance after: 9,842,337 Underlying: Class A Common Stock · 261,735 shares Expires not disclosed F1 · derivative.exercise_price: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F1 · derivative.exercise_date: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F1 · derivative.expiration_date: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F9 · ownership.nature: Securities held directly by ACI Investment Company XXVII, LLC ("XXVII"). Mr. Steinberg is the Manager of XXVII. Mr. Steinberg disclaims beneficial ownership of the shares held directly by XXVII except to the extent of his pecuniary interest therein, if any. Read SEC document |
| August 13, 2026 Filed Aug 14, 2026 21:00 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass B Common Stock · Derivative | 261,735 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-352542 · ownership.xml · derivative · entry 4 Steinberg David · CIK 0001308562 · Director · Chief Executive Officer · 10% owner ACI Investment Partners, LLC · CIK 0001861905 · 10% owner ACI Investment Partners XXVII, LLC · CIK 0002149819 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By IAC Investment Company IX, LLC Disclosed balance after: 4,285,215 Underlying: Class A Common Stock · 261,735 shares Expires not disclosed F1 · derivative.exercise_price: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F1 · derivative.exercise_date: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F1 · derivative.expiration_date: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F8 · ownership.nature: Securities held directly by IAC Investment Company IX, LLC ("IAC"). Mr. Steinberg is the Manager of IAC. Mr. Steinberg disclaims beneficial ownership of the shares held directly by IAC except to the extent of his pecuniary interest therein, if any. Read SEC document |
| August 13, 2026 Filed Aug 14, 2026 21:00 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | OtherVariable Prepaid Forward Contract (obligation to sell) · Derivative | 1,000,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-352542 · ownership.xml · derivative · entry 3 Steinberg David · CIK 0001308562 · Director · Chief Executive Officer · 10% owner ACI Investment Partners, LLC · CIK 0001861905 · 10% owner ACI Investment Partners XXVII, LLC · CIK 0002149819 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Botticelli SPV LLC Disclosed balance after: 1,000,000 Underlying: Class A Common Stock · 1,000,000 shares Expires not disclosed F5 · derivative.exercise_price: On August 13, 2026, in connection with tax, trust and estate planning by Wynwood Trust, Botticelli entered into a variable prepaid forward contract with an unaffiliated counterparty. The contract obligates Botticelli to deliver shares of Class A Common Stock of the Issuer or, at Botticelli's election, settle the contract in cash, on a settlement date following August 13, 2029 (the "Maturity Date"). In exchange, Botticelli received an upfront cash payment of $22.7 million. Botticelli pledged 1,000,000 shares of the Issuer's Class B Common Stock (the "Subject Shares") to secure its obligations under the contract. Botticelli will retain all voting, dividend and other rights in the Subject Shares during the term of the pledge (and thereafter if the contract is settled in cash). F6 · derivative.exercise_price: If Botticelli does not elect to settle the contract in cash, the number of shares of the Issuer's Class A Common Stock that may be delivered by Botticelli following the Maturity Date will generally be determined as follows: (a) if the closing price of shares of the Issuer's Class A Common Stock prior to the Maturity Date (the "Settlement Price") is less than $47.29 (the "Maximum Price") but greater than $26.11 (the "Minimum Price"), the Reporting Person will deliver a number of shares of the Issuer's Class A Common Stock equal to the Subject Shares multiplied by a ratio equal to the Minimum Price divided by the Settlement Price; [continued in footnote 7] F7 · derivative.exercise_price: [Continued from footnote 6] (b) if the Settlement Price is equal to or greater than the Maximum Price on the Maturity Date, Botticelli will deliver a number of shares of the Issuer's Class A Common Stock equal to the Subject Shares multiplied by a ratio equal to a fraction with a numerator equal to the sum of (A) the Minimum Price and (B) the excess, if any, of the Settlement Price over the Maximum Price, and a denominator equal to the Settlement Price; and (c) if the Settlement Price is equal to or less than the Minimum Price on the Maturity Date, Botticelli will deliver a number of shares of the Issuer's Class A Common Stock equal to the Subject Shares. F5 · price: On August 13, 2026, in connection with tax, trust and estate planning by Wynwood Trust, Botticelli entered into a variable prepaid forward contract with an unaffiliated counterparty. The contract obligates Botticelli to deliver shares of Class A Common Stock of the Issuer or, at Botticelli's election, settle the contract in cash, on a settlement date following August 13, 2029 (the "Maturity Date"). In exchange, Botticelli received an upfront cash payment of $22.7 million. Botticelli pledged 1,000,000 shares of the Issuer's Class B Common Stock (the "Subject Shares") to secure its obligations under the contract. Botticelli will retain all voting, dividend and other rights in the Subject Shares during the term of the pledge (and thereafter if the contract is settled in cash). F5 · derivative.exercise_date: On August 13, 2026, in connection with tax, trust and estate planning by Wynwood Trust, Botticelli entered into a variable prepaid forward contract with an unaffiliated counterparty. The contract obligates Botticelli to deliver shares of Class A Common Stock of the Issuer or, at Botticelli's election, settle the contract in cash, on a settlement date following August 13, 2029 (the "Maturity Date"). In exchange, Botticelli received an upfront cash payment of $22.7 million. Botticelli pledged 1,000,000 shares of the Issuer's Class B Common Stock (the "Subject Shares") to secure its obligations under the contract. Botticelli will retain all voting, dividend and other rights in the Subject Shares during the term of the pledge (and thereafter if the contract is settled in cash). F5 · derivative.expiration_date: On August 13, 2026, in connection with tax, trust and estate planning by Wynwood Trust, Botticelli entered into a variable prepaid forward contract with an unaffiliated counterparty. The contract obligates Botticelli to deliver shares of Class A Common Stock of the Issuer or, at Botticelli's election, settle the contract in cash, on a settlement date following August 13, 2029 (the "Maturity Date"). In exchange, Botticelli received an upfront cash payment of $22.7 million. Botticelli pledged 1,000,000 shares of the Issuer's Class B Common Stock (the "Subject Shares") to secure its obligations under the contract. Botticelli will retain all voting, dividend and other rights in the Subject Shares during the term of the pledge (and thereafter if the contract is settled in cash). F4 · ownership.nature: Securities held directly by Botticelli, of which Wynwood Trust is the sole member. Mr. Steinberg has sole voting power over all shares of the Issuer held by Botticelli. Mr. Steinberg disclaims beneficial ownership of the shares held directly by Botticelli except to the extent of his pecuniary interest therein, if any. Read SEC document |
| May 06, 2026 Filed May 8, 2026 21:00 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass A Common Stock | 285 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-214911 · ownership.xml · nonDerivative · entry 4 Steinberg David · CIK 0001308562 · Director · Chief Executive Officer · 10% owner ACI Investment Partners, LLC · CIK 0001861905 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,327 Read SEC document |
| May 06, 2026 Filed May 8, 2026 21:00 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass A Common Stock | 13,176 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-214911 · ownership.xml · nonDerivative · entry 3 Steinberg David · CIK 0001308562 · Director · Chief Executive Officer · 10% owner ACI Investment Partners, LLC · CIK 0001861905 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 0 F1 · kind: Represents a transfer to a trust managed by an independent trustee that was established for trust, estate and tax planning purposes and will also be used to satisfy any tax withholding obligations arising from the vesting of certain restricted stock awards. Read SEC document |
| May 06, 2026 Filed May 8, 2026 21:00 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass A Common Stock | 768 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-214911 · ownership.xml · nonDerivative · entry 2 Steinberg David · CIK 0001308562 · Director · Chief Executive Officer · 10% owner ACI Investment Partners, LLC · CIK 0001861905 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Family Trusts Disclosed balance after: 512 F3 · ownership.nature: Mr. Steinberg is co-trustee of each family trust and as a result may be deemed to share beneficial ownership of the securities held of record by each trust to the extent of his pecuniary interest therein, if any. Read SEC document |
| May 06, 2026 Filed May 8, 2026 21:00 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass A Common Stock | 1,251,609 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-214911 · ownership.xml · nonDerivative · entry 1 Steinberg David · CIK 0001308562 · Director · Chief Executive Officer · 10% owner ACI Investment Partners, LLC · CIK 0001861905 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By ACI Investment Partners, LLC Disclosed balance after: 395,707 F1 · kind: Represents a transfer to a trust managed by an independent trustee that was established for trust, estate and tax planning purposes and will also be used to satisfy any tax withholding obligations arising from the vesting of certain restricted stock awards. F2 · ownership.nature: Securities held directly by ACI Investment Partners, LLC ("ACI"). Mr. Steinberg is the Manager of ACI. Mr. Steinberg disclaims beneficial ownership of the shares held directly by ACI except to the extent of his pecuniary interest therein, if any. Read SEC document |
| December 12, 2025 Filed Dec 12, 2025 22:00 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass A Common Stock | 13,212 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-317730 · ownership.xml · nonDerivative · entry 4 Steinberg David · CIK 0001308562 · Director · Chief Executive Officer · 10% owner ACI Investment Partners, LLC · CIK 0001861905 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 13,176 F1 · kind: Represents a transfer to a trust managed by an independent trustee that was established for trust, estate and tax planning purposes and will also be used to satisfy any tax withholding obligations arising from the vesting of certain restricted stock awards. Read SEC document |
| December 12, 2025 Filed Dec 12, 2025 22:00 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass A Common Stock | 683,367 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-317730 · ownership.xml · nonDerivative · entry 1 Steinberg David · CIK 0001308562 · Director · Chief Executive Officer · 10% owner ACI Investment Partners, LLC · CIK 0001861905 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By ACI Investment Partners, LLC Disclosed balance after: 1,649,620 F1 · kind: Represents a transfer to a trust managed by an independent trustee that was established for trust, estate and tax planning purposes and will also be used to satisfy any tax withholding obligations arising from the vesting of certain restricted stock awards. F2 · ownership.nature: Securities held directly by ACI Investment Partners, LLC ("ACI"). Mr. Steinberg is the managing member of ACI. Mr. Steinberg disclaims beneficial ownership of the shares held directly by ACI except to the extent of his pecuniary interest therein, if any. Read SEC document |
| December 11, 2025 Filed Dec 12, 2025 22:00 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass B Common Stock · Derivative | 32,222 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-317730 · ownership.xml · derivative · entry 8 Steinberg David · CIK 0001308562 · Director · Chief Executive Officer · 10% owner ACI Investment Partners, LLC · CIK 0001861905 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Charitable Annuity Trust Disclosed balance after: 199,153 Underlying: Class A Common Stock · 32,222 shares Expires not disclosed F4 · derivative.exercise_price: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F4 · derivative.exercise_date: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F4 · derivative.expiration_date: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. Read SEC document |
| December 11, 2025 Filed Dec 12, 2025 22:00 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass B Common Stock · Derivative | 8,455 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-317730 · ownership.xml · derivative · entry 7 Steinberg David · CIK 0001308562 · Director · Chief Executive Officer · 10% owner ACI Investment Partners, LLC · CIK 0001861905 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Family Trusts Disclosed balance after: 453,409 Underlying: Class A Common Stock · 8,455 shares Expires not disclosed F4 · derivative.exercise_price: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F4 · derivative.exercise_date: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F4 · derivative.expiration_date: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F5 · ownership.nature: Mr. Steinberg is co-trustee of each family trust and as a result may be deemed to share beneficial ownership of the securities held of record by each trust to the extent of his pecuniary interest therein, if any. Read SEC document |
| December 11, 2025 Filed Dec 12, 2025 22:00 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass B Common Stock · Derivative | 8,455 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-317730 · ownership.xml · derivative · entry 6 Steinberg David · CIK 0001308562 · Director · Chief Executive Officer · 10% owner ACI Investment Partners, LLC · CIK 0001861905 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By ACI Investment Partners, LLC Disclosed balance after: 18,316,238 Underlying: Class A Common Stock · 8,455 shares Expires not disclosed F4 · derivative.exercise_price: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F4 · derivative.exercise_date: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F4 · derivative.expiration_date: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F2 · ownership.nature: Securities held directly by ACI Investment Partners, LLC ("ACI"). Mr. Steinberg is the managing member of ACI. Mr. Steinberg disclaims beneficial ownership of the shares held directly by ACI except to the extent of his pecuniary interest therein, if any. Read SEC document |
| December 11, 2025 Filed Dec 12, 2025 22:00 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass A Common Stock | 1,280 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-317730 · ownership.xml · nonDerivative · entry 3 Steinberg David · CIK 0001308562 · Director · Chief Executive Officer · 10% owner ACI Investment Partners, LLC · CIK 0001861905 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Family Trusts Disclosed balance after: 1,280 F5 · ownership.nature: Mr. Steinberg is co-trustee of each family trust and as a result may be deemed to share beneficial ownership of the securities held of record by each trust to the extent of his pecuniary interest therein, if any. Read SEC document |
| December 11, 2025 Filed Dec 12, 2025 22:00 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass A Common Stock | 2,304 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-317730 · ownership.xml · nonDerivative · entry 2 Steinberg David · CIK 0001308562 · Director · Chief Executive Officer · 10% owner ACI Investment Partners, LLC · CIK 0001861905 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By ACI Investment Partners, LLC Disclosed balance after: 1,647,316 F2 · ownership.nature: Securities held directly by ACI Investment Partners, LLC ("ACI"). Mr. Steinberg is the managing member of ACI. Mr. Steinberg disclaims beneficial ownership of the shares held directly by ACI except to the extent of his pecuniary interest therein, if any. Read SEC document |
| August 22, 2025 Filed Aug 22, 2025 20:45 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass B Common Stock · Derivative | 22,438 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-186464 · ownership.xml · derivative · entry 7 Steinberg David · CIK 0001308562 · Director · Chief Executive Officer · 10% owner ACI Investment Partners, LLC · CIK 0001861905 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By CAIVIS Acquisition Corp. II Disclosed balance after: 75,000 Underlying: Class A Common Stock · 22,438 shares Expires not disclosed F4 · derivative.exercise_price: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F1 · kind: Represents a transfer to a trust managed by an independent trustee that was established for trust, estate and tax planning purposes and will also be used to satisfy any tax withholding obligations arising from the vesting of certain restricted stock awards. F4 · derivative.exercise_date: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F4 · derivative.expiration_date: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F7 · ownership.nature: Securities held direcly by CAIVIS, which is a wholly owned subsidiary of CAIVIS Investment Company V, LLC, of which Mr. Steinberg is the majority shareholder. Read SEC document |
| August 22, 2025 Filed Aug 22, 2025 20:45 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass B Common Stock · Derivative | 216 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-186464 · ownership.xml · derivative · entry 6 Steinberg David · CIK 0001308562 · Director · Chief Executive Officer · 10% owner ACI Investment Partners, LLC · CIK 0001861905 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By IAC Investment Company IX, LLC Disclosed balance after: 4,546,950 Underlying: Class A Common Stock · 216 shares Expires not disclosed F4 · derivative.exercise_price: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F1 · kind: Represents a transfer to a trust managed by an independent trustee that was established for trust, estate and tax planning purposes and will also be used to satisfy any tax withholding obligations arising from the vesting of certain restricted stock awards. F4 · derivative.exercise_date: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F4 · derivative.expiration_date: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F6 · ownership.nature: Securities held directly by IAC Investment Company IX, LLC ("IAC"). Mr. Steinberg is the managing member of IAC. Mr. Steinberg disclaims beneficial ownership of the shares held directly by IAC except to the extent of his pecuniary interest therein, if any. Read SEC document |
| August 22, 2025 Filed Aug 22, 2025 20:45 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass B Common Stock · Derivative | 3,880 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-186464 · ownership.xml · derivative · entry 5 Steinberg David · CIK 0001308562 · Director · Chief Executive Officer · 10% owner ACI Investment Partners, LLC · CIK 0001861905 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Family Trusts Disclosed balance after: 444,954 Underlying: Class A Common Stock · 3,880 shares Expires not disclosed F4 · derivative.exercise_price: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F1 · kind: Represents a transfer to a trust managed by an independent trustee that was established for trust, estate and tax planning purposes and will also be used to satisfy any tax withholding obligations arising from the vesting of certain restricted stock awards. F4 · derivative.exercise_date: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F4 · derivative.expiration_date: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F5 · ownership.nature: Mr. Steinberg is co-trustee of each family trust and as a result may be deemed to share beneficial ownership of the securities held of record by each trust to the extent of his pecuniary interest therein, if any. Read SEC document |
| August 22, 2025 Filed Aug 22, 2025 20:45 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass B Common Stock · Derivative | 397,889 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-186464 · ownership.xml · derivative · entry 4 Steinberg David · CIK 0001308562 · Director · Chief Executive Officer · 10% owner ACI Investment Partners, LLC · CIK 0001861905 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By ACI Investment Partners, LLC Disclosed balance after: 18,324,693 Underlying: Class A Common Stock · 397,889 shares Expires not disclosed F4 · derivative.exercise_price: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F1 · kind: Represents a transfer to a trust managed by an independent trustee that was established for trust, estate and tax planning purposes and will also be used to satisfy any tax withholding obligations arising from the vesting of certain restricted stock awards. F4 · derivative.exercise_date: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F4 · derivative.expiration_date: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F2 · ownership.nature: Securities held directly by ACI Investment Partners, LLC ("ACI"). Mr. Steinberg is the managing member of ACI. Mr. Steinberg disclaims beneficial ownership of the shares held directly by ACI except to the extent of his pecuniary interest therein, if any. Read SEC document |
| August 22, 2025 Filed Aug 22, 2025 20:45 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass A Common Stock | 26,424 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-186464 · ownership.xml · nonDerivative · entry 2 Steinberg David · CIK 0001308562 · Director · Chief Executive Officer · 10% owner ACI Investment Partners, LLC · CIK 0001861905 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 26,388 F1 · kind: Represents a transfer to a trust managed by an independent trustee that was established for trust, estate and tax planning purposes and will also be used to satisfy any tax withholding obligations arising from the vesting of certain restricted stock awards. Read SEC document |
| August 22, 2025 Filed Aug 22, 2025 20:45 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass A Common Stock | 814,182 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-186464 · ownership.xml · nonDerivative · entry 1 Steinberg David · CIK 0001308562 · Director · Chief Executive Officer · 10% owner ACI Investment Partners, LLC · CIK 0001861905 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By ACI Investment Partners, LLC Disclosed balance after: 2,332,987 F1 · kind: Represents a transfer to a trust managed by an independent trustee that was established for trust, estate and tax planning purposes and will also be used to satisfy any tax withholding obligations arising from the vesting of certain restricted stock awards. F2 · ownership.nature: Securities held directly by ACI Investment Partners, LLC ("ACI"). Mr. Steinberg is the managing member of ACI. Mr. Steinberg disclaims beneficial ownership of the shares held directly by ACI except to the extent of his pecuniary interest therein, if any. Read SEC document |
| May 09, 2025 Filed May 9, 2025 20:45 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass A Common Stock | 1,932,331 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-068156 · ownership.xml · nonDerivative · entry 1 Steinberg David · CIK 0001308562 · Director · Chief Executive Officer · 10% owner ACI Investment Partners, LLC · CIK 0001861905 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By ACI Investment Partners, LLC Disclosed balance after: 3,147,169 F1 · kind: Represents a transfer to a trust managed by an independent trustee that was established for trust, estate and tax planning purposes and will also be used to satisfy any tax withholding obligations arising from the vesting of certain restricted stock awards. F2 · ownership.nature: Securities held directly by ACI Investment Partners, LLC ("ACI"). Mr. Steinberg is the manager of ACI. Mr. Steinberg disclaims beneficial ownership of the shares held directly by ACI except to the extent of his pecuniary interest therein, if any. Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 21:45 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 1,343,850 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-021348 · ownership.xml · derivative · entry 4 Steinberg David · CIK 0001308562 · Director · Chief Executive Officer · 10% owner ACI Investment Partners, LLC · CIK 0001861905 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By ACI Investment Partners, LLC Disclosed balance after: 0 Underlying: Class A Common Stock · 1,343,850 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. F3 · derivative.exercise_price: Each PSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. F1 · derivative.exercise_date: On April 3, 2024, the reporting person was granted an award of performance-based restricted stock units (the "PSUs"), which are earned in the form of restricted stock units based on the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter beginning with the fourth fiscal quarter of 2024 and ending with, and including, the fourth fiscal quarter of 2028. Any unearned portion of the PSUs will expire on January 1, 2029. On February 12, 2025, the Issuer determined that the performance conditions exceeded the target level with respect to the PSUs, resulting in these securities being earned, with 33.33% of such securities vesting on such date of determination and the remainder vesting in equal installments every three months thereafter, subject to the reporting person's continued service with the Company through each applicable vesting date. F1 · derivative.expiration_date: On April 3, 2024, the reporting person was granted an award of performance-based restricted stock units (the "PSUs"), which are earned in the form of restricted stock units based on the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter beginning with the fourth fiscal quarter of 2024 and ending with, and including, the fourth fiscal quarter of 2028. Any unearned portion of the PSUs will expire on January 1, 2029. On February 12, 2025, the Issuer determined that the performance conditions exceeded the target level with respect to the PSUs, resulting in these securities being earned, with 33.33% of such securities vesting on such date of determination and the remainder vesting in equal installments every three months thereafter, subject to the reporting person's continued service with the Company through each applicable vesting date. F1 · balance_after: On April 3, 2024, the reporting person was granted an award of performance-based restricted stock units (the "PSUs"), which are earned in the form of restricted stock units based on the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter beginning with the fourth fiscal quarter of 2024 and ending with, and including, the fourth fiscal quarter of 2028. Any unearned portion of the PSUs will expire on January 1, 2029. On February 12, 2025, the Issuer determined that the performance conditions exceeded the target level with respect to the PSUs, resulting in these securities being earned, with 33.33% of such securities vesting on such date of determination and the remainder vesting in equal installments every three months thereafter, subject to the reporting person's continued service with the Company through each applicable vesting date. F2 · ownership.nature: Securities held directly by ACI Investment Partners, LLC ("ACI"). Mr. Steinberg is the manager of ACI. Mr. Steinberg disclaims beneficial ownership of the shares held directly by ACI except to the extent of his pecuniary interest therein, if any. Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 21:45 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | Exercise / conversionClass A Common Stock | 2,554,739 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-021348 · ownership.xml · nonDerivative · entry 1 Steinberg David · CIK 0001308562 · Director · Chief Executive Officer · 10% owner ACI Investment Partners, LLC · CIK 0001861905 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By ACI Investment Partners, LLC Disclosed balance after: 5,079,500 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 · shares: On April 3, 2024, the reporting person was granted an award of performance-based restricted stock units (the "PSUs"), which are earned in the form of restricted stock units based on the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter beginning with the fourth fiscal quarter of 2024 and ending with, and including, the fourth fiscal quarter of 2028. Any unearned portion of the PSUs will expire on January 1, 2029. On February 12, 2025, the Issuer determined that the performance conditions exceeded the target level with respect to the PSUs, resulting in these securities being earned, with 33.33% of such securities vesting on such date of determination and the remainder vesting in equal installments every three months thereafter, subject to the reporting person's continued service with the Company through each applicable vesting date. F2 · ownership.nature: Securities held directly by ACI Investment Partners, LLC ("ACI"). Mr. Steinberg is the manager of ACI. Mr. Steinberg disclaims beneficial ownership of the shares held directly by ACI except to the extent of his pecuniary interest therein, if any. Read SEC document |
| December 12, 2024 Filed Dec 13, 2024 22:00 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass B Common Stock · Derivative | 432 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-136257 · ownership.xml · derivative · entry 11 Steinberg David · CIK 0001308562 · Director · Chief Executive Officer · 10% owner ACI Investment Partners, LLC · CIK 0001861905 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By IAC Investment Company IX, LLC Disclosed balance after: 4,547,166 Underlying: Class A Common Stock · 432 shares Expires not disclosed F6 · derivative.exercise_price: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F1 · kind: Represents a transfer to a trust managed by an independent trustee that was established for trust, estate and tax planning purposes and will also be used to satisfy any tax withholding obligations arising from the vesting of certain restricted stock awards. F6 · derivative.exercise_date: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F6 · derivative.expiration_date: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F8 · ownership.nature: Securities held directly by IAC Investment Company IX, LLC ("IAC"). Mr. Steinberg is the managing member of IAC. Mr. Steinberg disclaims beneficial ownership of the shares held directly by IAC except to the extent of his pecuniary interest therein, if any. Read SEC document |
| December 12, 2024 Filed Dec 13, 2024 22:00 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass B Common Stock · Derivative | 7,760 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-136257 · ownership.xml · derivative · entry 10 Steinberg David · CIK 0001308562 · Director · Chief Executive Officer · 10% owner ACI Investment Partners, LLC · CIK 0001861905 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Family Trusts Disclosed balance after: 448,834 Underlying: Class A Common Stock · 7,760 shares Expires not disclosed F6 · derivative.exercise_price: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F1 · kind: Represents a transfer to a trust managed by an independent trustee that was established for trust, estate and tax planning purposes and will also be used to satisfy any tax withholding obligations arising from the vesting of certain restricted stock awards. F6 · derivative.exercise_date: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F6 · derivative.expiration_date: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F4 · ownership.nature: Mr. Steinberg is co-trustee of each family trust and as a result may be deemed to share beneficial ownership of the securities held of record by each trust to the extent of his pecuniary interest therein, if any. Read SEC document |
| December 12, 2024 Filed Dec 13, 2024 22:00 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass B Common Stock · Derivative | 231,375 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-136257 · ownership.xml · derivative · entry 9 Steinberg David · CIK 0001308562 · Director · Chief Executive Officer · 10% owner ACI Investment Partners, LLC · CIK 0001861905 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Charitable Annuity Trust Disclosed balance after: 231,375 Underlying: Class A Common Stock · 231,375 shares Expires not disclosed F6 · derivative.exercise_price: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F7 · kind: Represents a transfer from ACI to a charitable annuity trust. F6 · derivative.exercise_date: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F6 · derivative.expiration_date: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. Read SEC document |
| December 12, 2024 Filed Dec 13, 2024 22:00 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass B Common Stock · Derivative | 231,375 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-136257 · ownership.xml · derivative · entry 8 Steinberg David · CIK 0001308562 · Director · Chief Executive Officer · 10% owner ACI Investment Partners, LLC · CIK 0001861905 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By ACI Investment Partners, LLC Disclosed balance after: 18,722,582 Underlying: Class A Common Stock · 231,375 shares Expires not disclosed F6 · derivative.exercise_price: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F7 · kind: Represents a transfer from ACI to a charitable annuity trust. F6 · derivative.exercise_date: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F6 · derivative.expiration_date: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F2 · ownership.nature: Securities held directly by ACI Investment Partners, LLC ("ACI"). Mr. Steinberg is the managing member of ACI. Mr. Steinberg disclaims beneficial ownership of the shares held directly by ACI except to the extent of his pecuniary interest therein, if any. Read SEC document |
| December 12, 2024 Filed Dec 13, 2024 22:00 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass B Common Stock · Derivative | 786,660 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-136257 · ownership.xml · derivative · entry 7 Steinberg David · CIK 0001308562 · Director · Chief Executive Officer · 10% owner ACI Investment Partners, LLC · CIK 0001861905 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By ACI Investment Partners, LLC Disclosed balance after: 18,953,957 Underlying: Class A Common Stock · 786,660 shares Expires not disclosed F6 · derivative.exercise_price: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F1 · kind: Represents a transfer to a trust managed by an independent trustee that was established for trust, estate and tax planning purposes and will also be used to satisfy any tax withholding obligations arising from the vesting of certain restricted stock awards. F6 · derivative.exercise_date: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F6 · derivative.expiration_date: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F2 · ownership.nature: Securities held directly by ACI Investment Partners, LLC ("ACI"). Mr. Steinberg is the managing member of ACI. Mr. Steinberg disclaims beneficial ownership of the shares held directly by ACI except to the extent of his pecuniary interest therein, if any. Read SEC document |
| December 12, 2024 Filed Dec 13, 2024 22:00 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass A Common Stock | 26,424 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-136257 · ownership.xml · nonDerivative · entry 5 Steinberg David · CIK 0001308562 · Director · Chief Executive Officer · 10% owner ACI Investment Partners, LLC · CIK 0001861905 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 52,812 F1 · kind: Represents a transfer to a trust managed by an independent trustee that was established for trust, estate and tax planning purposes and will also be used to satisfy any tax withholding obligations arising from the vesting of certain restricted stock awards. Read SEC document |
| December 12, 2024 Filed Dec 13, 2024 22:00 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass A Common Stock | 4,857 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-136257 · ownership.xml · nonDerivative · entry 4 Steinberg David · CIK 0001308562 · Director · Chief Executive Officer · 10% owner ACI Investment Partners, LLC · CIK 0001861905 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Family Trusts Disclosed balance after: 0 F1 · kind: Represents a transfer to a trust managed by an independent trustee that was established for trust, estate and tax planning purposes and will also be used to satisfy any tax withholding obligations arising from the vesting of certain restricted stock awards. F4 · ownership.nature: Mr. Steinberg is co-trustee of each family trust and as a result may be deemed to share beneficial ownership of the securities held of record by each trust to the extent of his pecuniary interest therein, if any. Read SEC document |
| December 12, 2024 Filed Dec 13, 2024 22:00 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass A Common Stock | 4,857 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-136257 · ownership.xml · nonDerivative · entry 3 Steinberg David · CIK 0001308562 · Director · Chief Executive Officer · 10% owner ACI Investment Partners, LLC · CIK 0001861905 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Family Trusts Disclosed balance after: 4,857 F3 · kind: Represents a transfer from ACI to the family trusts described in Footnote 4. F4 · ownership.nature: Mr. Steinberg is co-trustee of each family trust and as a result may be deemed to share beneficial ownership of the securities held of record by each trust to the extent of his pecuniary interest therein, if any. Read SEC document |
| December 12, 2024 Filed Dec 13, 2024 22:00 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass A Common Stock | 4,857 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-136257 · ownership.xml · nonDerivative · entry 2 Steinberg David · CIK 0001308562 · Director · Chief Executive Officer · 10% owner ACI Investment Partners, LLC · CIK 0001861905 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By ACI Investment Partners, LLC Disclosed balance after: 2,524,761 F3 · kind: Represents a transfer from ACI to the family trusts described in Footnote 4. F2 · ownership.nature: Securities held directly by ACI Investment Partners, LLC ("ACI"). Mr. Steinberg is the managing member of ACI. Mr. Steinberg disclaims beneficial ownership of the shares held directly by ACI except to the extent of his pecuniary interest therein, if any. Read SEC document |
| December 12, 2024 Filed Dec 13, 2024 22:00 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass A Common Stock | 852,066 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-136257 · ownership.xml · nonDerivative · entry 1 Steinberg David · CIK 0001308562 · Director · Chief Executive Officer · 10% owner ACI Investment Partners, LLC · CIK 0001861905 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By ACI Investment Partners, LLC Disclosed balance after: 2,529,618 F1 · kind: Represents a transfer to a trust managed by an independent trustee that was established for trust, estate and tax planning purposes and will also be used to satisfy any tax withholding obligations arising from the vesting of certain restricted stock awards. F2 · ownership.nature: Securities held directly by ACI Investment Partners, LLC ("ACI"). Mr. Steinberg is the managing member of ACI. Mr. Steinberg disclaims beneficial ownership of the shares held directly by ACI except to the extent of his pecuniary interest therein, if any. Read SEC document |
| November 18, 2024 Filed Nov 18, 2024 16:43 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | PurchaseClass A Common Stock | 53,676 | $19.24 | $1,032,726.24 |
DisclosureSEC source: 0000950170-24-127821 · ownership.xml · nonDerivative · entry 1 Steinberg David · CIK 0001308562 · Director · Chief Executive Officer · 10% owner ACI Investment Partners, LLC · CIK 0001861905 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,310 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $19.13 to $19.25. The Reporting Person undertakes to provide Zeta Global Holdings Corp. (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 purchased at each separate price within the range set forth in footnote 1 to this Form 4. Read SEC document |
| October 09, 2024 Filed Oct 11, 2024 20:30 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 105,468 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-114341 · ownership.xml · derivative · entry 6 Steinberg David · CIK 0001308562 · Director · Chief Executive Officer · 10% owner ACI Investment Partners, LLC · CIK 0001861905 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By ACI Investment Partners, LLC Disclosed balance after: 0 Underlying: Class A Common Stock · 105,468 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: On each of August 18, 2021, February 23, 2022 and April 21, 2023, the reporting person was granted an award of performance-based restricted stock units (respectively, the "2021 PSUs," the "2022 PSUs" and the "2023 PSUs", and collectively, the "PSUs"), which are earned in the form of restricted stock units based on the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter. Each PSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. On October 9, 2024, the Issuer determined that the performance conditions were met at the maximum level with respect to the 2021 PSUs and exceeded the target level with respect to the 2022 PSUs and 2023 PSUs, resulting in these securities being earned, which securities vest in three equal annual installments beginning on October 9, 2024. As a result of the foregoing, no additional 2021 PSUs may be earned. F3 · derivative.exercise_date: Additional PSUs may be earned based upon the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter ending with, and including, the fourth fiscal quarter of (i) 2026, with respect to the 2022 PSUs, and (ii) 2027, with respect to the 2023 PSUs. To the extent earned, the PSUs vest in three equal annual installments, with the first installment vesting on the date the Company determines the number of PSUs that are eligible to vest for such quarter, and the second and third installments vesting on the first and second anniversaries of such determination date, subject to the reporting person's continued service with the Company through each applicable vesting date. Any unearnd PSUs will expire on January 1 of the fifth year following the grant date. F3 · derivative.expiration_date: Additional PSUs may be earned based upon the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter ending with, and including, the fourth fiscal quarter of (i) 2026, with respect to the 2022 PSUs, and (ii) 2027, with respect to the 2023 PSUs. To the extent earned, the PSUs vest in three equal annual installments, with the first installment vesting on the date the Company determines the number of PSUs that are eligible to vest for such quarter, and the second and third installments vesting on the first and second anniversaries of such determination date, subject to the reporting person's continued service with the Company through each applicable vesting date. Any unearnd PSUs will expire on January 1 of the fifth year following the grant date. F3 · balance_after: Additional PSUs may be earned based upon the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter ending with, and including, the fourth fiscal quarter of (i) 2026, with respect to the 2022 PSUs, and (ii) 2027, with respect to the 2023 PSUs. To the extent earned, the PSUs vest in three equal annual installments, with the first installment vesting on the date the Company determines the number of PSUs that are eligible to vest for such quarter, and the second and third installments vesting on the first and second anniversaries of such determination date, subject to the reporting person's continued service with the Company through each applicable vesting date. Any unearnd PSUs will expire on January 1 of the fifth year following the grant date. F2 · ownership.nature: Securities held directly by ACI Investment Partners, LLC ("ACI"). Mr. Steinberg is the managing member of ACI. Mr. Steinberg disclaims beneficial ownership of the shares held directly by ACI except to the extent of his pecuniary interest therein, if any. Read SEC document |
| October 09, 2024 Filed Oct 11, 2024 20:30 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 211,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-114341 · ownership.xml · derivative · entry 5 Steinberg David · CIK 0001308562 · Director · Chief Executive Officer · 10% owner ACI Investment Partners, LLC · CIK 0001861905 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By ACI Investment Partners, LLC Disclosed balance after: 0 Underlying: Class A Common Stock · 211,500 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. F1 · derivative.exercise_price: On each of August 18, 2021, February 23, 2022 and April 21, 2023, the reporting person was granted an award of performance-based restricted stock units (respectively, the "2021 PSUs," the "2022 PSUs" and the "2023 PSUs", and collectively, the "PSUs"), which are earned in the form of restricted stock units based on the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter. Each PSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. On October 9, 2024, the Issuer determined that the performance conditions were met at the maximum level with respect to the 2021 PSUs and exceeded the target level with respect to the 2022 PSUs and 2023 PSUs, resulting in these securities being earned, which securities vest in three equal annual installments beginning on October 9, 2024. As a result of the foregoing, no additional 2021 PSUs may be earned. F3 · derivative.exercise_date: Additional PSUs may be earned based upon the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter ending with, and including, the fourth fiscal quarter of (i) 2026, with respect to the 2022 PSUs, and (ii) 2027, with respect to the 2023 PSUs. To the extent earned, the PSUs vest in three equal annual installments, with the first installment vesting on the date the Company determines the number of PSUs that are eligible to vest for such quarter, and the second and third installments vesting on the first and second anniversaries of such determination date, subject to the reporting person's continued service with the Company through each applicable vesting date. Any unearnd PSUs will expire on January 1 of the fifth year following the grant date. F3 · derivative.expiration_date: Additional PSUs may be earned based upon the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter ending with, and including, the fourth fiscal quarter of (i) 2026, with respect to the 2022 PSUs, and (ii) 2027, with respect to the 2023 PSUs. To the extent earned, the PSUs vest in three equal annual installments, with the first installment vesting on the date the Company determines the number of PSUs that are eligible to vest for such quarter, and the second and third installments vesting on the first and second anniversaries of such determination date, subject to the reporting person's continued service with the Company through each applicable vesting date. Any unearnd PSUs will expire on January 1 of the fifth year following the grant date. F3 · balance_after: Additional PSUs may be earned based upon the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter ending with, and including, the fourth fiscal quarter of (i) 2026, with respect to the 2022 PSUs, and (ii) 2027, with respect to the 2023 PSUs. To the extent earned, the PSUs vest in three equal annual installments, with the first installment vesting on the date the Company determines the number of PSUs that are eligible to vest for such quarter, and the second and third installments vesting on the first and second anniversaries of such determination date, subject to the reporting person's continued service with the Company through each applicable vesting date. Any unearnd PSUs will expire on January 1 of the fifth year following the grant date. F2 · ownership.nature: Securities held directly by ACI Investment Partners, LLC ("ACI"). Mr. Steinberg is the managing member of ACI. Mr. Steinberg disclaims beneficial ownership of the shares held directly by ACI except to the extent of his pecuniary interest therein, if any. Read SEC document |
| October 09, 2024 Filed Oct 11, 2024 20:30 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-114341 · ownership.xml · derivative · entry 4 Steinberg David · CIK 0001308562 · Director · Chief Executive Officer · 10% owner ACI Investment Partners, LLC · CIK 0001861905 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By ACI Investment Partners, LLC Disclosed balance after: 0 Underlying: Class A Common Stock · Not disclosed 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: On each of August 18, 2021, February 23, 2022 and April 21, 2023, the reporting person was granted an award of performance-based restricted stock units (respectively, the "2021 PSUs," the "2022 PSUs" and the "2023 PSUs", and collectively, the "PSUs"), which are earned in the form of restricted stock units based on the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter. Each PSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. On October 9, 2024, the Issuer determined that the performance conditions were met at the maximum level with respect to the 2021 PSUs and exceeded the target level with respect to the 2022 PSUs and 2023 PSUs, resulting in these securities being earned, which securities vest in three equal annual installments beginning on October 9, 2024. As a result of the foregoing, no additional 2021 PSUs may be earned. F1 · shares: On each of August 18, 2021, February 23, 2022 and April 21, 2023, the reporting person was granted an award of performance-based restricted stock units (respectively, the "2021 PSUs," the "2022 PSUs" and the "2023 PSUs", and collectively, the "PSUs"), which are earned in the form of restricted stock units based on the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter. Each PSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. On October 9, 2024, the Issuer determined that the performance conditions were met at the maximum level with respect to the 2021 PSUs and exceeded the target level with respect to the 2022 PSUs and 2023 PSUs, resulting in these securities being earned, which securities vest in three equal annual installments beginning on October 9, 2024. As a result of the foregoing, no additional 2021 PSUs may be earned. F1 · derivative.exercise_date: On each of August 18, 2021, February 23, 2022 and April 21, 2023, the reporting person was granted an award of performance-based restricted stock units (respectively, the "2021 PSUs," the "2022 PSUs" and the "2023 PSUs", and collectively, the "PSUs"), which are earned in the form of restricted stock units based on the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter. Each PSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. On October 9, 2024, the Issuer determined that the performance conditions were met at the maximum level with respect to the 2021 PSUs and exceeded the target level with respect to the 2022 PSUs and 2023 PSUs, resulting in these securities being earned, which securities vest in three equal annual installments beginning on October 9, 2024. As a result of the foregoing, no additional 2021 PSUs may be earned. F1 · derivative.expiration_date: On each of August 18, 2021, February 23, 2022 and April 21, 2023, the reporting person was granted an award of performance-based restricted stock units (respectively, the "2021 PSUs," the "2022 PSUs" and the "2023 PSUs", and collectively, the "PSUs"), which are earned in the form of restricted stock units based on the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter. Each PSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. On October 9, 2024, the Issuer determined that the performance conditions were met at the maximum level with respect to the 2021 PSUs and exceeded the target level with respect to the 2022 PSUs and 2023 PSUs, resulting in these securities being earned, which securities vest in three equal annual installments beginning on October 9, 2024. As a result of the foregoing, no additional 2021 PSUs may be earned. F1 · derivative.underlying_shares: On each of August 18, 2021, February 23, 2022 and April 21, 2023, the reporting person was granted an award of performance-based restricted stock units (respectively, the "2021 PSUs," the "2022 PSUs" and the "2023 PSUs", and collectively, the "PSUs"), which are earned in the form of restricted stock units based on the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter. Each PSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. On October 9, 2024, the Issuer determined that the performance conditions were met at the maximum level with respect to the 2021 PSUs and exceeded the target level with respect to the 2022 PSUs and 2023 PSUs, resulting in these securities being earned, which securities vest in three equal annual installments beginning on October 9, 2024. As a result of the foregoing, no additional 2021 PSUs may be earned. F2 · ownership.nature: Securities held directly by ACI Investment Partners, LLC ("ACI"). Mr. Steinberg is the managing member of ACI. Mr. Steinberg disclaims beneficial ownership of the shares held directly by ACI except to the extent of his pecuniary interest therein, if any. Read SEC document |
| October 09, 2024 Filed Oct 11, 2024 20:30 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | Exercise / conversionClass A Common Stock | 1,531,076 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-114341 · ownership.xml · nonDerivative · entry 1 Steinberg David · CIK 0001308562 · Director · Chief Executive Officer · 10% owner ACI Investment Partners, LLC · CIK 0001861905 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By ACI Investment Partners, LLC Disclosed balance after: 3,381,684 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 · shares: On each of August 18, 2021, February 23, 2022 and April 21, 2023, the reporting person was granted an award of performance-based restricted stock units (respectively, the "2021 PSUs," the "2022 PSUs" and the "2023 PSUs", and collectively, the "PSUs"), which are earned in the form of restricted stock units based on the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter. Each PSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. On October 9, 2024, the Issuer determined that the performance conditions were met at the maximum level with respect to the 2021 PSUs and exceeded the target level with respect to the 2022 PSUs and 2023 PSUs, resulting in these securities being earned, which securities vest in three equal annual installments beginning on October 9, 2024. As a result of the foregoing, no additional 2021 PSUs may be earned. F2 · ownership.nature: Securities held directly by ACI Investment Partners, LLC ("ACI"). Mr. Steinberg is the managing member of ACI. Mr. Steinberg disclaims beneficial ownership of the shares held directly by ACI except to the extent of his pecuniary interest therein, if any. Read SEC document |
| August 09, 2024 Filed Aug 9, 2024 21:00 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass B Common Stock · Derivative | 7,760 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-094862 · ownership.xml · derivative · entry 9 Steinberg David · CIK 0001308562 · Director · Chief Executive Officer · 10% owner ACI Investment Partners, LLC · CIK 0001861905 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Family Trusts Disclosed balance after: 456,594 Underlying: Class A Common Stock · 7,760 shares Expires not disclosed F4 · derivative.exercise_price: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F1 · kind: Represents a transfer to a trust managed by an independent trustee that was established for trust, estate and tax planning purposes and will also be used to satisfy any tax withholding obligations arising from the vesting of certain restricted stock awards. F4 · derivative.exercise_date: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F4 · derivative.expiration_date: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F7 · ownership.nature: Mr. Steinberg is co-trustee of each family trust and as a result may be deemed to share beneficial ownership of the securities held of record by each trust to the extent of his pecuniary interest therein, if any. Read SEC document |
| August 09, 2024 Filed Aug 9, 2024 21:00 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass B Common Stock · Derivative | 37,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-094862 · ownership.xml · derivative · entry 8 Steinberg David · CIK 0001308562 · Director · Chief Executive Officer · 10% owner ACI Investment Partners, LLC · CIK 0001861905 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By CAIVIS Acquisition Corp. II Disclosed balance after: 97,438 Underlying: Class A Common Stock · 37,500 shares Expires not disclosed F4 · derivative.exercise_price: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F1 · kind: Represents a transfer to a trust managed by an independent trustee that was established for trust, estate and tax planning purposes and will also be used to satisfy any tax withholding obligations arising from the vesting of certain restricted stock awards. F4 · derivative.exercise_date: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F4 · derivative.expiration_date: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F6 · ownership.nature: Securities held direcly by CAIVIS, which is a wholly owned subsidiary of CAIVIS Investment Company V, LLC, of which Mr. Steinberg is the majority shareholder. Read SEC document |
| August 09, 2024 Filed Aug 9, 2024 21:00 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass B Common Stock · Derivative | 511,980 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-094862 · ownership.xml · derivative · entry 7 Steinberg David · CIK 0001308562 · Director · Chief Executive Officer · 10% owner ACI Investment Partners, LLC · CIK 0001861905 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By IAC Investment Company IX, LLC Disclosed balance after: 4,547,598 Underlying: Class A Common Stock · 511,980 shares Expires not disclosed F4 · derivative.exercise_price: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F1 · kind: Represents a transfer to a trust managed by an independent trustee that was established for trust, estate and tax planning purposes and will also be used to satisfy any tax withholding obligations arising from the vesting of certain restricted stock awards. F4 · derivative.exercise_date: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F4 · derivative.expiration_date: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F5 · ownership.nature: Securities held directly by IAC Investment Company IX, LLC ("IAC"). Mr. Steinberg is the managing member of IAC. Mr. Steinberg disclaims beneficial ownership of the shares held directly by IAC except to the extent of his pecuniary interest therein, if any. Read SEC document |
| August 09, 2024 Filed Aug 9, 2024 21:00 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass B Common Stock · Derivative | 1,703,943 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-094862 · ownership.xml · derivative · entry 6 Steinberg David · CIK 0001308562 · Director · Chief Executive Officer · 10% owner ACI Investment Partners, LLC · CIK 0001861905 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By ACI Investment Partners, LLC Disclosed balance after: 19,740,617 Underlying: Class A Common Stock · 1,703,943 shares Expires not disclosed F4 · derivative.exercise_price: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F1 · kind: Represents a transfer to a trust managed by an independent trustee that was established for trust, estate and tax planning purposes and will also be used to satisfy any tax withholding obligations arising from the vesting of certain restricted stock awards. F4 · derivative.exercise_date: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F4 · derivative.expiration_date: The Class B common stock is convertible at any time at the option of the holder into Class A common stock on a one-to-one basis, and will convert automatically into Class A common stock on a one-to-one basis upon the earliest to occur of: (1) the first date on which the voting power of all then-outstanding shares of Class B Common Stock representing less than 10% of the combined voting power of all then-outstanding shares of Common Stock and (2) the date of the death or Disability (as defined in the Issuer's amended and restated certificate of incorporation) of Mr. Steinberg, and (b) upon the date specified by the holders of at least a majority of the then outstanding shares of Class B common stock, voting as a separate class. F2 · ownership.nature: Securities held directly by ACI Investment Partners, LLC ("ACI"). Mr. Steinberg is the managing member of ACI. Mr. Steinberg disclaims beneficial ownership of the shares held directly by ACI except to the extent of his pecuniary interest therein, if any. Read SEC document |
| August 09, 2024 Filed Aug 9, 2024 21:00 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass A Common Stock | 85,844 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-094862 · ownership.xml · nonDerivative · entry 4 Steinberg David · CIK 0001308562 · Director · Chief Executive Officer · 10% owner ACI Investment Partners, LLC · CIK 0001861905 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 79,236 F1 · kind: Represents a transfer to a trust managed by an independent trustee that was established for trust, estate and tax planning purposes and will also be used to satisfy any tax withholding obligations arising from the vesting of certain restricted stock awards. Read SEC document |
| August 09, 2024 Filed Aug 9, 2024 21:00 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass A Common Stock | 59,420 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-094862 · ownership.xml · nonDerivative · entry 3 Steinberg David · CIK 0001308562 · Director · Chief Executive Officer · 10% owner ACI Investment Partners, LLC · CIK 0001861905 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 165,080 F3 · kind: Represents a transfer to Mr. Steinberg's spouse. Read SEC document |
| August 09, 2024 Filed Aug 9, 2024 21:00 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass A Common Stock | 59,420 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-094862 · ownership.xml · nonDerivative · entry 2 Steinberg David · CIK 0001308562 · Director · Chief Executive Officer · 10% owner ACI Investment Partners, LLC · CIK 0001861905 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By ACI Investment Partners, LLC Disclosed balance after: 1,850,608 F3 · kind: Represents a transfer to Mr. Steinberg's spouse. F2 · ownership.nature: Securities held directly by ACI Investment Partners, LLC ("ACI"). Mr. Steinberg is the managing member of ACI. Mr. Steinberg disclaims beneficial ownership of the shares held directly by ACI except to the extent of his pecuniary interest therein, if any. Read SEC document |
| August 09, 2024 Filed Aug 9, 2024 21:00 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass A Common Stock | 222,548 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-094862 · ownership.xml · nonDerivative · entry 1 Steinberg David · CIK 0001308562 · Director · Chief Executive Officer · 10% owner ACI Investment Partners, LLC · CIK 0001861905 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By ACI Investment Partners, LLC Disclosed balance after: 1,910,028 F1 · kind: Represents a transfer to a trust managed by an independent trustee that was established for trust, estate and tax planning purposes and will also be used to satisfy any tax withholding obligations arising from the vesting of certain restricted stock awards. F2 · ownership.nature: Securities held directly by ACI Investment Partners, LLC ("ACI"). Mr. Steinberg is the managing member of ACI. Mr. Steinberg disclaims beneficial ownership of the shares held directly by ACI except to the extent of his pecuniary interest therein, if any. Read SEC document |
| July 03, 2024 Filed Jul 3, 2024 20:07 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 141,457 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-081503 · ownership.xml · derivative · entry 7 Steinberg David · CIK 0001308562 · Director · Chief Executive Officer · 10% owner ACI Investment Partners, LLC · CIK 0001861905 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By ACI Investment Partners, LLC Disclosed balance after: 105,468 Underlying: Class A Common Stock · 141,457 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: On each of August 18, 2021, February 23, 2022 and April 21, 2023, the reporting person was granted an award of performance-based restricted stock units (respectively, the "2021 PSUs," the "2022 PSUs" and the "2023 PSUs", and collectively, the "PSUs"), which are earned in the form of restricted stock units based on the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter. Each PSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. On July 3, 2024, the Issuer determined that the performance conditions exceeded the target level with respect to the 2021 PSUs and were partially met with respect to the 2022 PSUs and 2023 PSUs, resulting in these securities being earned, which securities vest in three equal annual installments beginning on July 3, 2024. F5 · derivative.exercise_date: Additional PSUs may be earned based upon the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter ending with, and including, the fourth fiscal quarter of (i) 2025, with respect to the 2021 PSUs, (ii) 2026, with respect to the 2022 PSUs, and (iii) 2027, with respect to the 2023 PSUs. To the extent earned, the PSUs vest in three equal annual installments, with the first installment vesting on the date the Company determines the number of PSUs that are eligible to vest for such quarter, and the second and third installments vesting on the first and second anniversaries of such determination date, subject to the reporting person's continued service with the Company through each applicable vesting date. Any unearned PSUs will expire on January 1 of the fifth year following the grant date. F5 · derivative.expiration_date: Additional PSUs may be earned based upon the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter ending with, and including, the fourth fiscal quarter of (i) 2025, with respect to the 2021 PSUs, (ii) 2026, with respect to the 2022 PSUs, and (iii) 2027, with respect to the 2023 PSUs. To the extent earned, the PSUs vest in three equal annual installments, with the first installment vesting on the date the Company determines the number of PSUs that are eligible to vest for such quarter, and the second and third installments vesting on the first and second anniversaries of such determination date, subject to the reporting person's continued service with the Company through each applicable vesting date. Any unearned PSUs will expire on January 1 of the fifth year following the grant date. F2 · ownership.nature: Securities held directly by ACI Investment Partners, LLC ("ACI"). Mr. Steinberg is the managing member of ACI. Mr. Steinberg disclaims beneficial ownership of the shares held directly by ACI except to the extent of his pecuniary interest therein, if any. Read SEC document |
| July 03, 2024 Filed Jul 3, 2024 20:07 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 238,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-081503 · ownership.xml · derivative · entry 6 Steinberg David · CIK 0001308562 · Director · Chief Executive Officer · 10% owner ACI Investment Partners, LLC · CIK 0001861905 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By ACI Investment Partners, LLC Disclosed balance after: 211,500 Underlying: Class A Common Stock · 238,500 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. F1 · derivative.exercise_price: On each of August 18, 2021, February 23, 2022 and April 21, 2023, the reporting person was granted an award of performance-based restricted stock units (respectively, the "2021 PSUs," the "2022 PSUs" and the "2023 PSUs", and collectively, the "PSUs"), which are earned in the form of restricted stock units based on the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter. Each PSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. On July 3, 2024, the Issuer determined that the performance conditions exceeded the target level with respect to the 2021 PSUs and were partially met with respect to the 2022 PSUs and 2023 PSUs, resulting in these securities being earned, which securities vest in three equal annual installments beginning on July 3, 2024. F5 · derivative.exercise_date: Additional PSUs may be earned based upon the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter ending with, and including, the fourth fiscal quarter of (i) 2025, with respect to the 2021 PSUs, (ii) 2026, with respect to the 2022 PSUs, and (iii) 2027, with respect to the 2023 PSUs. To the extent earned, the PSUs vest in three equal annual installments, with the first installment vesting on the date the Company determines the number of PSUs that are eligible to vest for such quarter, and the second and third installments vesting on the first and second anniversaries of such determination date, subject to the reporting person's continued service with the Company through each applicable vesting date. Any unearned PSUs will expire on January 1 of the fifth year following the grant date. F5 · derivative.expiration_date: Additional PSUs may be earned based upon the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter ending with, and including, the fourth fiscal quarter of (i) 2025, with respect to the 2021 PSUs, (ii) 2026, with respect to the 2022 PSUs, and (iii) 2027, with respect to the 2023 PSUs. To the extent earned, the PSUs vest in three equal annual installments, with the first installment vesting on the date the Company determines the number of PSUs that are eligible to vest for such quarter, and the second and third installments vesting on the first and second anniversaries of such determination date, subject to the reporting person's continued service with the Company through each applicable vesting date. Any unearned PSUs will expire on January 1 of the fifth year following the grant date. F2 · ownership.nature: Securities held directly by ACI Investment Partners, LLC ("ACI"). Mr. Steinberg is the managing member of ACI. Mr. Steinberg disclaims beneficial ownership of the shares held directly by ACI except to the extent of his pecuniary interest therein, if any. Read SEC document |
| July 03, 2024 Filed Jul 3, 2024 20:07 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 275,600 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-081503 · ownership.xml · derivative · entry 5 Steinberg David · CIK 0001308562 · Director · Chief Executive Officer · 10% owner ACI Investment Partners, LLC · CIK 0001861905 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By ACI Investment Partners, LLC Disclosed balance after: 0 Underlying: Class A Common Stock · 275,600 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: On each of August 18, 2021, February 23, 2022 and April 21, 2023, the reporting person was granted an award of performance-based restricted stock units (respectively, the "2021 PSUs," the "2022 PSUs" and the "2023 PSUs", and collectively, the "PSUs"), which are earned in the form of restricted stock units based on the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter. Each PSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. On July 3, 2024, the Issuer determined that the performance conditions exceeded the target level with respect to the 2021 PSUs and were partially met with respect to the 2022 PSUs and 2023 PSUs, resulting in these securities being earned, which securities vest in three equal annual installments beginning on July 3, 2024. F5 · derivative.exercise_date: Additional PSUs may be earned based upon the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter ending with, and including, the fourth fiscal quarter of (i) 2025, with respect to the 2021 PSUs, (ii) 2026, with respect to the 2022 PSUs, and (iii) 2027, with respect to the 2023 PSUs. To the extent earned, the PSUs vest in three equal annual installments, with the first installment vesting on the date the Company determines the number of PSUs that are eligible to vest for such quarter, and the second and third installments vesting on the first and second anniversaries of such determination date, subject to the reporting person's continued service with the Company through each applicable vesting date. Any unearned PSUs will expire on January 1 of the fifth year following the grant date. F5 · derivative.expiration_date: Additional PSUs may be earned based upon the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter ending with, and including, the fourth fiscal quarter of (i) 2025, with respect to the 2021 PSUs, (ii) 2026, with respect to the 2022 PSUs, and (iii) 2027, with respect to the 2023 PSUs. To the extent earned, the PSUs vest in three equal annual installments, with the first installment vesting on the date the Company determines the number of PSUs that are eligible to vest for such quarter, and the second and third installments vesting on the first and second anniversaries of such determination date, subject to the reporting person's continued service with the Company through each applicable vesting date. Any unearned PSUs will expire on January 1 of the fifth year following the grant date. F5 · balance_after: Additional PSUs may be earned based upon the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter ending with, and including, the fourth fiscal quarter of (i) 2025, with respect to the 2021 PSUs, (ii) 2026, with respect to the 2022 PSUs, and (iii) 2027, with respect to the 2023 PSUs. To the extent earned, the PSUs vest in three equal annual installments, with the first installment vesting on the date the Company determines the number of PSUs that are eligible to vest for such quarter, and the second and third installments vesting on the first and second anniversaries of such determination date, subject to the reporting person's continued service with the Company through each applicable vesting date. Any unearned PSUs will expire on January 1 of the fifth year following the grant date. F2 · ownership.nature: Securities held directly by ACI Investment Partners, LLC ("ACI"). Mr. Steinberg is the managing member of ACI. Mr. Steinberg disclaims beneficial ownership of the shares held directly by ACI except to the extent of his pecuniary interest therein, if any. Read SEC document |
| July 03, 2024 Filed Jul 3, 2024 20:07 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | Tax withholdingClass A Common Stock | 97,157 | $17.40 | $1,690,531.80 |
DisclosureSEC source: 0000950170-24-081503 · ownership.xml · nonDerivative · entry 2 Steinberg David · CIK 0001308562 · Director · Chief Executive Officer · 10% owner ACI Investment Partners, LLC · CIK 0001861905 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By ACI Investment Partners, LLC Disclosed balance after: 2,132,576 F3 · shares: Withholding of shares in satisfaction of taxes due upon the vesting of PSUs under the Issuer's Incentive Award Plan. F2 · ownership.nature: Securities held directly by ACI Investment Partners, LLC ("ACI"). Mr. Steinberg is the managing member of ACI. Mr. Steinberg disclaims beneficial ownership of the shares held directly by ACI except to the extent of his pecuniary interest therein, if any. 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.