Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Zeta Global Holdings Corp.ZETA · Entity 3649 | Chief Accounting Officer | August 12, 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 12, 2026 · Filed August 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 157,318 |
Ending reported balance
After 2026-08-14 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-08-12 · Exercise / conversion · Acquired 6,250 · Balance 187,495 Row 2 · 2026-08-12 · Tax withholding · Disposed 4,329 · Balance 183,166 F1: Withholding of shares in satisfaction of option exercise costs and withholding taxes due upon the exercise of certain employee stock options. Row 3 · 2026-08-14 · Gift · Disposed 25,848 · Balance 157,318 F2: 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. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $12.56 · Expires 2035-04-24 | Direct | 68,750 |
Reported balance
After 2026-08-12 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-08-12 · Exercise / conversion · Disposed 6,250 · Balance 68,750 F3: The option vests with respect to 25% of the subject shares on the first anniversary of the grant date. The remainder of the shares vest in twelve equal quarterly installments following the first anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Withholding of shares in satisfaction of option exercise costs and withholding taxes due upon the exercise of certain employee stock options.
F2: 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: The option vests with respect to 25% of the subject shares on the first anniversary of the grant date. The remainder of the shares vest in twelve equal quarterly installments following the first anniversary of the grant date.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 18, 2021 Filed Aug 20, 2021 20:33 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GrantClass A Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-033824 · doc4.xml · nonDerivative · entry 1 Ravella Satish · CIK 0001865076 · Senior Vice President, Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220,413 F1 · shares: Represents restricted stock awarded pursuant to Issuer's 2021 Incentive Award Plan. The restrictions lapse as follows: (a) 25% of the restricted stock vest one year from the grant date, and (b) 75% of the restricted stock shall start vesting one year from the grant date and shall vest in equal quarterly increments until four (4) years from the grant date. Read SEC document |
| June 14, 2021 Filed Jun 15, 2021 23:55 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | Disposition to issuerClass A Common Stock | 39,587 | $10.00 | $395,870.00 |
DisclosureSEC source: 0000899243-21-023991 · doc4.xml · nonDerivative · entry 1 Ravella Satish · CIK 0001865076 · Senior Vice President, Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,413 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.