organization · Reporting owner
ACI Investment Partners, LLC
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Zeta Global Holdings Corp.ZETA · Entity 3649 | 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 Steinberg David, 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 |
|---|---|---|---|---|---|---|
| July 03, 2024 Filed Jul 3, 2024 20:07 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | Exercise / conversionClass A Common Stock | 740,700 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-081503 · 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: 2,229,731 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 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. 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 23, 2024 Filed May 24, 2024 20:45 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass A Common Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-064672 · 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: 1,489,031 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 22, 2024 Filed May 24, 2024 20:45 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass B Common Stock · Derivative | 75,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-064672 · 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: 134,938 Underlying: Class A Common Stock · 75,000 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 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 |
| May 22, 2024 Filed May 24, 2024 20:45 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass B Common Stock · Derivative | 1,829,383 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-064672 · 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: 21,444,560 Underlying: Class A Common Stock · 1,829,383 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 |
| May 22, 2024 Filed May 24, 2024 20:45 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass A Common Stock | 487,043 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-064672 · 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 IAC Investment Company IX, LLC 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. F3 · 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 |
| May 22, 2024 Filed May 24, 2024 20:45 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass A Common Stock | 111,007 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-064672 · 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: 1,492,031 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 |
| April 05, 2024 Filed Apr 5, 2024 21:06 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 10,400 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-042341 · 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 ACI Investment Partners, LLC Disclosed balance after: 275,600 Underlying: Class A Common Stock · 10,400 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · derivative.exercise_price: Each PSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. F9 · derivative.exercise_date: The remaining PSUs will 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 2025. 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. The unearned portion of the PSUs are expected to expire on January 1, 2026. F9 · derivative.expiration_date: The remaining PSUs will 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 2025. 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. The unearned portion of the PSUs are expected to expire on January 1, 2026. 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 |
| April 05, 2024 Filed Apr 5, 2024 21:06 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | Tax withholdingClass A Common Stock | 1,365 | $12.23 | $16,693.95 |
DisclosureSEC source: 0000950170-24-042341 · 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: 1,603,038 F3 · shares: Withholding of shares in satisfaction of taxes due upon the vesting of PSUs under the Registrant'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 |
| April 05, 2024 Filed Apr 5, 2024 21:06 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | Exercise / conversionClass A Common Stock | 10,400 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-042341 · 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: 1,604,403 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 August 18, 2021, the reporting person was granted an award of performance-based restricted stock units ("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. On April 5, 2024, the Issuer determined that the performance conditions had been partially met, resulting in these securities being earned, which securities vest in three equal annual installments beginning on April 5, 2024. 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 |
| April 03, 2024 Filed Apr 5, 2024 21:06 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | OtherPerformance-Based Restricted Stock Units · Derivative | 1,343,850 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-042341 · 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: 1,343,850 Underlying: Class A Common Stock · 1,343,850 shares Expires not disclosed F6 · derivative.exercise_price: Each PSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. F8 · kind: Represents a transfer for no consideration by Mr. Steinberg to ACI. F7 · derivative.exercise_date: The PSUs will be earned in the form of restricted stock units 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 beginning with the fourth fiscal quarter of 2024 and ending with, and including, the fourth fiscal quarter of 2028. To the extent earned, 33.33% of the restricted stock units will vest on the date the Company determines the number of restricted stock units that are eligible to be earned for such quarter, and the remaining restricted stock units will vest in equal installments every three months thereafter, subject to the reporting person's continued service with the Company through each applicable vesting date. Any unearned portion of the PSUs are expected to expire on January 1, 2029. F7 · derivative.expiration_date: The PSUs will be earned in the form of restricted stock units 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 beginning with the fourth fiscal quarter of 2024 and ending with, and including, the fourth fiscal quarter of 2028. To the extent earned, 33.33% of the restricted stock units will vest on the date the Company determines the number of restricted stock units that are eligible to be earned for such quarter, and the remaining restricted stock units will vest in equal installments every three months thereafter, subject to the reporting person's continued service with the Company through each applicable vesting date. Any unearned portion of the PSUs are expected to expire on January 1, 2029. 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 |
| April 03, 2024 Filed Apr 5, 2024 21:06 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | OtherPerformance-Based Restricted Stock Units · Derivative | 1,343,850 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-042341 · 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: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,343,850 shares Expires not disclosed F6 · derivative.exercise_price: Each PSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. F8 · kind: Represents a transfer for no consideration by Mr. Steinberg to ACI. F7 · derivative.exercise_date: The PSUs will be earned in the form of restricted stock units 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 beginning with the fourth fiscal quarter of 2024 and ending with, and including, the fourth fiscal quarter of 2028. To the extent earned, 33.33% of the restricted stock units will vest on the date the Company determines the number of restricted stock units that are eligible to be earned for such quarter, and the remaining restricted stock units will vest in equal installments every three months thereafter, subject to the reporting person's continued service with the Company through each applicable vesting date. Any unearned portion of the PSUs are expected to expire on January 1, 2029. F7 · derivative.expiration_date: The PSUs will be earned in the form of restricted stock units 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 beginning with the fourth fiscal quarter of 2024 and ending with, and including, the fourth fiscal quarter of 2028. To the extent earned, 33.33% of the restricted stock units will vest on the date the Company determines the number of restricted stock units that are eligible to be earned for such quarter, and the remaining restricted stock units will vest in equal installments every three months thereafter, subject to the reporting person's continued service with the Company through each applicable vesting date. Any unearned portion of the PSUs are expected to expire on January 1, 2029. Read SEC document |
| April 03, 2024 Filed Apr 5, 2024 21:06 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GrantPerformance-Based Restricted Stock Units · Derivative | 1,343,850 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-042341 · 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: Direct Disclosed balance after: 1,343,850 Underlying: Class A Common Stock · 1,343,850 shares Expires not disclosed F6 · derivative.exercise_price: Each PSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. F7 · derivative.exercise_date: The PSUs will be earned in the form of restricted stock units 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 beginning with the fourth fiscal quarter of 2024 and ending with, and including, the fourth fiscal quarter of 2028. To the extent earned, 33.33% of the restricted stock units will vest on the date the Company determines the number of restricted stock units that are eligible to be earned for such quarter, and the remaining restricted stock units will vest in equal installments every three months thereafter, subject to the reporting person's continued service with the Company through each applicable vesting date. Any unearned portion of the PSUs are expected to expire on January 1, 2029. F7 · derivative.expiration_date: The PSUs will be earned in the form of restricted stock units 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 beginning with the fourth fiscal quarter of 2024 and ending with, and including, the fourth fiscal quarter of 2028. To the extent earned, 33.33% of the restricted stock units will vest on the date the Company determines the number of restricted stock units that are eligible to be earned for such quarter, and the remaining restricted stock units will vest in equal installments every three months thereafter, subject to the reporting person's continued service with the Company through each applicable vesting date. Any unearned portion of the PSUs are expected to expire on January 1, 2029. Read SEC document |
| November 22, 2023 Filed Nov 24, 2023 21:00 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass B Common Stock · Derivative | 7,760 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-066001 · 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: 464,354 Underlying: Class A Common Stock · 7,760 shares Expires not disclosed F5 · 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. F5 · 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. F5 · 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: 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 |
| November 22, 2023 Filed Nov 24, 2023 21:00 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass B Common Stock · Derivative | 6,206 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-066001 · 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 IAC Investment Company IX, LLC Disclosed balance after: 5,059,578 Underlying: Class A Common Stock · 6,206 shares Expires not disclosed F5 · 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. F5 · 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. F5 · 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: 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 |
| November 22, 2023 Filed Nov 24, 2023 21:00 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass B Common Stock · Derivative | 242,220 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-066001 · 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: 23,273,943 Underlying: Class A Common Stock · 242,220 shares Expires not disclosed F5 · 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. F3 · kind: Represents transfers to certain charitable trusts and foundations. F5 · 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. F5 · 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 |
| November 22, 2023 Filed Nov 24, 2023 21:00 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass B Common Stock · Derivative | 547,646 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-066001 · 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: 23,516,163 Underlying: Class A Common Stock · 547,646 shares Expires not disclosed F5 · 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. F5 · 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. F5 · 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 |
| November 22, 2023 Filed Nov 24, 2023 21:00 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass A Common Stock | 26,424 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-066001 · 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: 105,660 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 |
| November 22, 2023 Filed Nov 24, 2023 21:00 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass A Common Stock | 115,757 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-066001 · 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: 1,594,003 F3 · kind: Represents transfers to certain charitable trusts and foundations. 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 22, 2023 Filed Nov 24, 2023 21:00 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass A Common Stock | 531,579 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-066001 · 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: 1,709,750 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 15, 2023 Filed Nov 17, 2023 22:00 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | OtherClass A Common Stock | 206,044 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-064885 · 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 ACI Investment Partners, LLC Disclosed balance after: 2,241,329 F2 · kind: Represents a transfer for no consideration by Mr. Steinberg to ACI Investment Partners, LLC ("ACI"). F3 · ownership.nature: Securities held directly by 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 15, 2023 Filed Nov 17, 2023 22:00 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | OtherClass A Common Stock | 206,044 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-064885 · 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: Direct Disclosed balance after: 8,744 F2 · kind: Represents a transfer for no consideration by Mr. Steinberg to ACI Investment Partners, LLC ("ACI"). Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 22:00 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GrantClass A Common Stock | 206,044 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-064885 · 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: 214,788 F1 · shares: Represents restricted stock awarded pursuant to Issuer's 2021 Incentive Award Plan, 25% of which vests on January 15, 2024 and the remainder of which vests in 9 equal installments monthly thereafter, with the final installment vesting on October 15, 2024. Read SEC document |
| September 01, 2023 Filed Sep 1, 2023 21:49 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass B Common Stock · Derivative | 134,066 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-018638 · doc4.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: 472,114 Underlying: Class A Common Stock · 134,066 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: 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 |
| September 01, 2023 Filed Sep 1, 2023 21:49 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass B Common Stock · Derivative | 213,383 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-018638 · doc4.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: 606,180 Underlying: Class A Common Stock · 213,383 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. F5 · kind: Represents a transfer from ACI to the family trusts described in Footnote 6. 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: 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 |
| September 01, 2023 Filed Sep 1, 2023 21:49 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass B Common Stock · Derivative | 17,970 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-018638 · doc4.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 IAC Investment Company IX, LLC Disclosed balance after: 5,065,784 Underlying: Class A Common Stock · 17,970 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. F3 · 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 |
| September 01, 2023 Filed Sep 1, 2023 21:49 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass B Common Stock · Derivative | 25,104 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-018638 · doc4.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 Spouse Disclosed balance after: 47,676 Underlying: Class A Common Stock · 25,104 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. Read SEC document |
| September 01, 2023 Filed Sep 1, 2023 21:49 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass B Common Stock · Derivative | 213,383 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-018638 · doc4.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: 24,063,809 Underlying: Class A Common Stock · 213,383 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. F5 · kind: Represents a transfer from ACI to the family trusts described in Footnote 6. 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 |
| September 01, 2023 Filed Sep 1, 2023 21:49 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass B Common Stock · Derivative | 1,686,918 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-018638 · doc4.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: 24,277,192 Underlying: Class A Common Stock · 1,686,918 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 |
| September 01, 2023 Filed Sep 1, 2023 21:49 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass A Common Stock | 49,896 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-018638 · doc4.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: 132,084 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 |
| September 01, 2023 Filed Sep 1, 2023 21:49 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass A Common Stock | 114,187 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-018638 · doc4.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: 2,035,285 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 21, 2023 Filed Jul 21, 2023 21:04 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass A Common Stock | 444 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-033857 · 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: 2,149,472 F1 · ownership.nature: Securities held directly by 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 |
| April 21, 2023 Filed Apr 21, 2023 21:22 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 114,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-011556 · doc4.xml · derivative · entry 12 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: 286,000 Underlying: Class A Common Stock · 114,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · derivative.exercise_price: Each PSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. F9 · derivative.exercise_date: The remaining PSUs will be earned in the form of restricted stock 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 2025. To the extent earned, the restricted stock will vest in three equal annual installments, with the first installment vesting on the date the Company determines the number of shares of restricted stock that are eligible to be earned 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 portion of the PSUs are expected to expire on January 1, 2026. F9 · derivative.expiration_date: The remaining PSUs will be earned in the form of restricted stock 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 2025. To the extent earned, the restricted stock will vest in three equal annual installments, with the first installment vesting on the date the Company determines the number of shares of restricted stock that are eligible to be earned 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 portion of the PSUs are expected to expire on January 1, 2026. F2 · ownership.nature: Represents a transfer for no consideration by Mr. Steinberg to ACI Investment Partners, LLC ("ACI"). Read SEC document |
| April 21, 2023 Filed Apr 21, 2023 21:22 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | OtherPerformance-Based Restricted Stock Units · Derivative | 246,925 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-011556 · doc4.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 ACI Investment Partners, LLC Disclosed balance after: 246,925 Underlying: Class A Common Stock · 246,925 shares Expires not disclosed F7 · derivative.exercise_price: Each PSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · kind: Represents a transfer for no consideration by Mr. Steinberg to ACI Investment Partners, LLC ("ACI"). F8 · derivative.exercise_date: The PSUs will be earned in the form of restricted stock 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 beginning with the fourth fiscal quarter of 2023 and ending with, and including, the fourth fiscal quarter of 2027. To the extent earned, the restricted stock will vest in three equal annual installments, with the first installment vesting on the date the Company determines the number of shares of restricted stock that are eligible to be earned 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 portion of the PSUs are expected to expire on January 1, 2028. F8 · derivative.expiration_date: The PSUs will be earned in the form of restricted stock 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 beginning with the fourth fiscal quarter of 2023 and ending with, and including, the fourth fiscal quarter of 2027. To the extent earned, the restricted stock will vest in three equal annual installments, with the first installment vesting on the date the Company determines the number of shares of restricted stock that are eligible to be earned 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 portion of the PSUs are expected to expire on January 1, 2028. F3 · ownership.nature: Securities held directly by 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 |
| April 21, 2023 Filed Apr 21, 2023 21:22 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | OtherPerformance-Based Restricted Stock Units · Derivative | 246,925 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-011556 · doc4.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: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 246,925 shares Expires not disclosed F7 · derivative.exercise_price: Each PSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · kind: Represents a transfer for no consideration by Mr. Steinberg to ACI Investment Partners, LLC ("ACI"). F8 · derivative.exercise_date: The PSUs will be earned in the form of restricted stock 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 beginning with the fourth fiscal quarter of 2023 and ending with, and including, the fourth fiscal quarter of 2027. To the extent earned, the restricted stock will vest in three equal annual installments, with the first installment vesting on the date the Company determines the number of shares of restricted stock that are eligible to be earned 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 portion of the PSUs are expected to expire on January 1, 2028. F8 · derivative.expiration_date: The PSUs will be earned in the form of restricted stock 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 beginning with the fourth fiscal quarter of 2023 and ending with, and including, the fourth fiscal quarter of 2027. To the extent earned, the restricted stock will vest in three equal annual installments, with the first installment vesting on the date the Company determines the number of shares of restricted stock that are eligible to be earned 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 portion of the PSUs are expected to expire on January 1, 2028. Read SEC document |
| April 21, 2023 Filed Apr 21, 2023 21:22 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GrantPerformance-Based Restricted Stock Units · Derivative | 246,925 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-011556 · doc4.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: Direct Disclosed balance after: 246,925 Underlying: Class A Common Stock · 246,925 shares Expires not disclosed F7 · derivative.exercise_price: Each PSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. F8 · derivative.exercise_date: The PSUs will be earned in the form of restricted stock 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 beginning with the fourth fiscal quarter of 2023 and ending with, and including, the fourth fiscal quarter of 2027. To the extent earned, the restricted stock will vest in three equal annual installments, with the first installment vesting on the date the Company determines the number of shares of restricted stock that are eligible to be earned 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 portion of the PSUs are expected to expire on January 1, 2028. F8 · derivative.expiration_date: The PSUs will be earned in the form of restricted stock 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 beginning with the fourth fiscal quarter of 2023 and ending with, and including, the fourth fiscal quarter of 2027. To the extent earned, the restricted stock will vest in three equal annual installments, with the first installment vesting on the date the Company determines the number of shares of restricted stock that are eligible to be earned 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 portion of the PSUs are expected to expire on January 1, 2028. Read SEC document |
| April 21, 2023 Filed Apr 21, 2023 21:22 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass A Common Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-011556 · doc4.xml · nonDerivative · 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: 2,149,916 F3 · ownership.nature: Securities held directly by 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 |
| April 21, 2023 Filed Apr 21, 2023 21:22 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | Tax withholdingClass A Common Stock | 14,953 | $10.38 | $155,212.14 |
DisclosureSEC source: 0000899243-23-011556 · doc4.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 ACI Investment Partners, LLC Disclosed balance after: 2,150,916 F5 · shares: Withholding of shares in satisfaction of taxes due upon the vesting of PSUs under the Registrant's Incentive Award Plan. F3 · ownership.nature: Securities held directly by 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 |
| April 21, 2023 Filed Apr 21, 2023 21:22 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | Exercise / conversionClass A Common Stock | 114,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-011556 · doc4.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 ACI Investment Partners, LLC Disclosed balance after: 2,165,869 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. F4 · shares: On August 18, 2021, the reporting person was granted an award of performance-based restricted stock units ("PSUs"), which are earned in the form of restricted stock 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. On April 21, 2023, the Issuer determined that the performance conditions had been partially met, resulting in these securities being earned, which securities vest in three equal annual installments beginning on April 21, 2023. F3 · ownership.nature: Securities held directly by 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 |
| April 21, 2023 Filed Apr 21, 2023 21:22 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | OtherClass A Common Stock | 1,096,925 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-011556 · doc4.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 ACI Investment Partners, LLC Disclosed balance after: 2,051,869 F2 · kind: Represents a transfer for no consideration by Mr. Steinberg to ACI Investment Partners, LLC ("ACI"). F3 · ownership.nature: Securities held directly by 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 |
| April 21, 2023 Filed Apr 21, 2023 21:22 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | OtherClass A Common Stock | 1,096,925 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-011556 · doc4.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: Direct Disclosed balance after: 7,321 F2 · kind: Represents a transfer for no consideration by Mr. Steinberg to ACI Investment Partners, LLC ("ACI"). Read SEC document |
| April 21, 2023 Filed Apr 21, 2023 21:22 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GrantClass A Common Stock | 1,096,925 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-011556 · doc4.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: 1,104,246 F1 · shares: Represents restricted stock awarded pursuant to Issuer's 2021 Incentive Award Plan, 25% of which vests on the first anniversary of the grant date and the remainder of which vests in 16 equal quarterly installments beginning on the first anniversary of the grant date. Read SEC document |
| March 16, 2023 Filed Mar 16, 2023 21:07 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass A Common Stock | 7,556 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-008746 · doc4.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: Not disclosed Ownership: Indirect · By ACI Investment Partners, LLC Disclosed balance after: 954,944 F2 · balance_after: Reflects the conversion on March 16, 2023 of 50,000 shares of Class B Common Stock into Class A Common Stock. F3 · 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 |
| March 14, 2023 Filed Mar 16, 2023 21:07 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | Tax withholdingClass B Common Stock · Derivative | 3,773 | $10.33 | $38,975.09 |
DisclosureSEC source: 0000899243-23-008746 · doc4.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: Not disclosed Ownership: Indirect · By Family Trust Disclosed balance after: 392,797 Underlying: Class A Common Stock · 3,773 shares Expires not disclosed F5 · 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 · shares: Surrender of shares in payment of withholding taxes due upon the vesting of restricted stock awards under the Registrant's Incentive Award Plan. F5 · 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. F5 · 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: 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 |
| March 14, 2023 Filed Mar 16, 2023 21:07 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | Tax withholdingClass B Common Stock · Derivative | 85 | $10.33 | $878.05 |
DisclosureSEC source: 0000899243-23-008746 · doc4.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: Not disclosed Ownership: Indirect · By IAC Investment Company IX, LLC Disclosed balance after: 5,083,754 Underlying: Class A Common Stock · 85 shares Expires not disclosed F5 · 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 · shares: Surrender of shares in payment of withholding taxes due upon the vesting of restricted stock awards under the Registrant's Incentive Award Plan. F5 · 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. F5 · 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: 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 |
| March 14, 2023 Filed Mar 16, 2023 21:07 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | Tax withholdingClass B Common Stock · Derivative | 47,220 | $10.33 | $487,782.60 |
DisclosureSEC source: 0000899243-23-008746 · doc4.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: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 72,780 Underlying: Class A Common Stock · 47,220 shares Expires not disclosed F5 · 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 · shares: Surrender of shares in payment of withholding taxes due upon the vesting of restricted stock awards under the Registrant's Incentive Award Plan. F5 · 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. F5 · 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 |
| March 14, 2023 Filed Mar 16, 2023 21:07 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | Tax withholdingClass B Common Stock · Derivative | 274,845 | $10.33 | $2,839,148.85 |
DisclosureSEC source: 0000899243-23-008746 · doc4.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: Not disclosed Ownership: Indirect · By ACI Investment Partners, LLC Disclosed balance after: 25,964,110 Underlying: Class A Common Stock · 274,845 shares Expires not disclosed F5 · 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 · shares: Surrender of shares in payment of withholding taxes due upon the vesting of restricted stock awards under the Registrant's Incentive Award Plan. F5 · 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. F5 · 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 · balance_after: Reflects the conversion on March 16, 2023 of 50,000 shares of Class B Common Stock into Class A Common Stock. F3 · 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 |
| March 14, 2023 Filed Mar 16, 2023 21:07 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | Tax withholdingClass A Common Stock | 2,952 | $10.33 | $30,494.16 |
DisclosureSEC source: 0000899243-23-008746 · doc4.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: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 181,980 F1 · shares: Surrender of shares in payment of withholding taxes due upon the vesting of restricted stock awards under the Registrant's Incentive Award Plan. Read SEC document |
| December 28, 2022 Filed Feb 14, 2023 22:00 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass B Common Stock · Derivative | 5,700 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-004999 · doc5.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: Not disclosed Ownership: Indirect · By Family Trusts Disclosed balance after: 396,570 Underlying: Class A Common Stock · 5,700 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. 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. 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 |
| December 28, 2022 Filed Feb 14, 2023 22:00 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass B Common Stock · Derivative | 120,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-004999 · doc5.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: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 120,000 Underlying: Class A Common Stock · 120,000 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. 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 28, 2022 Filed Feb 14, 2023 22:00 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass B Common Stock · Derivative | 125,700 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-004999 · doc5.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: Not disclosed Ownership: Indirect · By ACI Investment Partners, LLC Disclosed balance after: 26,288,955 Underlying: Class A Common Stock · 125,700 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. 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. F1 · balance_after: Reflects the conversion on July 31, 2022 of 96,875 shares of Class B Common Stock into Class A Common Stock. 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.