Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ZoomInfo Technologies Inc.GTM · Entity 1794 | Director · Chief Executive Officer | October 01, 2026 | October 05, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
ZoomInfo Technologies Inc.
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,398,639 |
Ending reported balance
After 2026-10-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-10-01 · Exercise / conversion · Acquired 13,787 · Balance 11,403,237 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. Row 2 · 2026-10-01 · Tax withholding · Disposed 4,598 · Balance 11,398,639 F2: Reflects shares withheld to cover the Reporting Person's tax liability in connection with the vesting of the restricted stock units reported herein. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 82,721 |
Reported balance
After 2026-10-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-10-01 · Exercise / conversion · Disposed 13,787 · Balance 82,721 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F4: The Reporting Person received an original grant of restricted stock units on May 29, 2024, which vest as follows: (a) 25% on April 1, 2025; and (b) the remainder of the award in equal quarterly installments during the 36 months following April 1, 2025. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 237,376 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 237,376 |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 5,803,333 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 5,803,333 F3: Reflects the Reporting Person's proportionate pecuniary interest in the securities held directly by DO Holdings (WA), LLC. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock.
F2: Reflects shares withheld to cover the Reporting Person's tax liability in connection with the vesting of the restricted stock units reported herein.
F3: Reflects the Reporting Person's proportionate pecuniary interest in the securities held directly by DO Holdings (WA), LLC.
F4: The Reporting Person received an original grant of restricted stock units on May 29, 2024, which vest as follows: (a) 25% on April 1, 2025; and (b) the remainder of the award in equal quarterly installments during the 36 months following April 1, 2025.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 30, 2022 Filed Dec 21, 2022 21:52 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | GiftCommon Stock | 445,711 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-22-000195 · wf-form4_167165950459164.xml · nonDerivative · entry 3 Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By grantor retained annuity trust Disclosed balance after: 0 F4 · kind: Upon termination of a grantor retained annuity trust (GRAT) pursuant to its terms, the 445,711 shares of Common Stock previously held in the GRAT were distributed to a grantor trust for the benefit of the Reporting Person's family member and continue to be reported in this Form 4 as indirectly owned by Reporting Person. Read SEC document |
| June 06, 2022 Filed Jun 7, 2022 21:25 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleCommon Stock | 2,900 | $43.19 | $125,262.02 |
DisclosureSEC source: 0001794515-22-000113 · wf-form4_165463708866881.xml · nonDerivative · entry 3 Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,288,001 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a 10b5-1 trading plan. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $43.00 to $43.32, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| June 06, 2022 Filed Jun 7, 2022 21:25 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleCommon Stock | 140,861 | $42.34 | $5,964,561.84 |
DisclosureSEC source: 0001794515-22-000113 · wf-form4_165463708866881.xml · nonDerivative · entry 2 Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,290,901 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a 10b5-1 trading plan. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $42.00 to $42.98, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| June 03, 2022 Filed Jun 7, 2022 21:25 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleCommon Stock | 48,264 | $42.05 | $2,029,534.98 |
DisclosureSEC source: 0001794515-22-000113 · wf-form4_165463708866881.xml · nonDerivative · entry 1 Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,431,762 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $42.00 to $42.28, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| May 19, 2022 Filed May 20, 2022 20:14 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 45,898 | $42.24 | $1,938,616.78 |
DisclosureSEC source: 0001794515-22-000100 · wf-form4_165307762814831.xml · nonDerivative · entry 3 Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,480,026 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a 10b5-1 trading plan. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $42.00 to $42.58, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| May 18, 2022 Filed May 20, 2022 20:14 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 95,394 | $43.31 | $4,131,380.59 |
DisclosureSEC source: 0001794515-22-000100 · wf-form4_165307762814831.xml · nonDerivative · entry 2 Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,525,924 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a 10b5-1 trading plan. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $43.00 to $43.67, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| May 18, 2022 Filed May 20, 2022 20:14 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 158,708 | $42.48 | $6,741,836.49 |
DisclosureSEC source: 0001794515-22-000100 · wf-form4_165307762814831.xml · nonDerivative · entry 1 Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,621,318 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $42.00 to $42.99, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| April 04, 2022 Filed Apr 6, 2022 21:05 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 2,367 | $61.02 | $144,424.64 |
DisclosureSEC source: 0001794515-22-000065 · wf-form4_164927912488897.xml · nonDerivative · entry 2 Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,780,026 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a 10b5-1 trading plan. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $61.00 to $61.11, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| April 04, 2022 Filed Apr 6, 2022 21:05 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 185,753 | $60.22 | $11,186,825.82 |
DisclosureSEC source: 0001794515-22-000065 · wf-form4_164927912488897.xml · nonDerivative · entry 1 Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,782,393 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $60.00 to $60.99, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| April 01, 2022 Filed Apr 4, 2022 20:14 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 245,588 | $60.08 | $14,753,797.34 |
DisclosureSEC source: 0001794515-22-000061 · wf-form4_164910324740464.xml · nonDerivative · entry 2 Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,968,146 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a 10b5-1 trading plan. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $60.00 to $60.46, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| March 31, 2022 Filed Apr 4, 2022 20:14 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 20,380 | $60.02 | $1,223,183.14 |
DisclosureSEC source: 0001794515-22-000061 · wf-form4_164910324740464.xml · nonDerivative · entry 1 Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,213,734 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $60.00 to $60.18, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| March 23, 2022 Filed Mar 25, 2022 20:32 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 114,584 | $60.15 | $6,892,548.44 |
DisclosureSEC source: 0001794515-22-000054 · wf-form4_164824029904979.xml · nonDerivative · entry 1 Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,234,114 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $60.00 to $60.52, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| March 18, 2022 Filed Mar 22, 2022 20:17 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 31,328 | $60.00 | $1,879,773.98 |
DisclosureSEC source: 0001794515-22-000047 · wf-form4_164798023369092.xml · nonDerivative · entry 1 Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,348,698 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $60.00 to $60.04, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| March 11, 2022 Filed Mar 15, 2022 21:07 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionLLC Units of HSKB Funds, LLC · Derivative | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-22-000041 · wf-form4_164737842772871.xml · derivative · entry 3 Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,848,514 Underlying: Class A Common Stock · 15,000 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. F1 · derivative.exercise_price: Each of these HSKB Units represents the economic value of one OpCo Unit. Each such HSKB Unit is fully vested and is exchangeable, at the Reporting Person's option, into an OpCo Unit and a share of Class B Common Stock, which together are exchangeable by the Issuer for shares of Class A Common Stock on a one-for-one basis, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. Shares of Class B Common Stock have no economic value and have 10 votes per share. F1 · kind: Each of these HSKB Units represents the economic value of one OpCo Unit. Each such HSKB Unit is fully vested and is exchangeable, at the Reporting Person's option, into an OpCo Unit and a share of Class B Common Stock, which together are exchangeable by the Issuer for shares of Class A Common Stock on a one-for-one basis, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. Shares of Class B Common Stock have no economic value and have 10 votes per share. F1 · derivative.exercise_date: Each of these HSKB Units represents the economic value of one OpCo Unit. Each such HSKB Unit is fully vested and is exchangeable, at the Reporting Person's option, into an OpCo Unit and a share of Class B Common Stock, which together are exchangeable by the Issuer for shares of Class A Common Stock on a one-for-one basis, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. Shares of Class B Common Stock have no economic value and have 10 votes per share. F1 · derivative.expiration_date: Each of these HSKB Units represents the economic value of one OpCo Unit. Each such HSKB Unit is fully vested and is exchangeable, at the Reporting Person's option, into an OpCo Unit and a share of Class B Common Stock, which together are exchangeable by the Issuer for shares of Class A Common Stock on a one-for-one basis, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. Shares of Class B Common Stock have no economic value and have 10 votes per share. Read SEC document |
| March 11, 2022 Filed Mar 15, 2022 21:07 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | GiftClass A Common Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-22-000041 · wf-form4_164737842772871.xml · nonDerivative · entry 2 Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,380,026 Read SEC document |
| March 11, 2022 Filed Mar 15, 2022 21:07 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionClass A Common Stock | 15,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-22-000041 · wf-form4_164737842772871.xml · nonDerivative · entry 1 Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,395,026 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Each of these HSKB Units represents the economic value of one OpCo Unit. Each such HSKB Unit is fully vested and is exchangeable, at the Reporting Person's option, into an OpCo Unit and a share of Class B Common Stock, which together are exchangeable by the Issuer for shares of Class A Common Stock on a one-for-one basis, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. Shares of Class B Common Stock have no economic value and have 10 votes per share. F1 · price: Each of these HSKB Units represents the economic value of one OpCo Unit. Each such HSKB Unit is fully vested and is exchangeable, at the Reporting Person's option, into an OpCo Unit and a share of Class B Common Stock, which together are exchangeable by the Issuer for shares of Class A Common Stock on a one-for-one basis, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. Shares of Class B Common Stock have no economic value and have 10 votes per share. Read SEC document |
| November 30, 2021 Filed Dec 2, 2021 21:07 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 707,968 | $61.71 | $43,689,625.64 |
DisclosureSEC source: 0001225208-21-014346 · doc4.xml · nonDerivative · entry 9 Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 5,803,333 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by DO Holdings (WA), LLC ("DO Holdings") on September 15, 2021. DO Holdings is substantially owned by the Reporting Person and Kirk Brown. The transactions reported in this Form 4 were for the benefit of the Reporting Person. F11 · price: The price in Column 4 is a weighted average sale price. The prices actually received ranged from $61.51 to $62.38. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. F3 · ownership.nature: Reflects the Reporting Person's proportionate pecuniary interest in the securities held directly by DO Holdings (WA), LLC. Read SEC document |
| November 30, 2021 Filed Dec 2, 2021 21:07 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 138,115 | $63.93 | $8,830,175.35 |
DisclosureSEC source: 0001225208-21-014346 · doc4.xml · nonDerivative · entry 8 Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 6,511,301 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by DO Holdings (WA), LLC ("DO Holdings") on September 15, 2021. DO Holdings is substantially owned by the Reporting Person and Kirk Brown. The transactions reported in this Form 4 were for the benefit of the Reporting Person. F10 · price: The price in Column 4 is a weighted average sale price. The prices actually received ranged from $63.62 to $64.61. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. F3 · ownership.nature: Reflects the Reporting Person's proportionate pecuniary interest in the securities held directly by DO Holdings (WA), LLC. Read SEC document |
| November 30, 2021 Filed Dec 2, 2021 21:07 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 113,239 | $63.23 | $7,160,000.05 |
DisclosureSEC source: 0001225208-21-014346 · doc4.xml · nonDerivative · entry 7 Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 6,649,416 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by DO Holdings (WA), LLC ("DO Holdings") on September 15, 2021. DO Holdings is substantially owned by the Reporting Person and Kirk Brown. The transactions reported in this Form 4 were for the benefit of the Reporting Person. F9 · price: The price in Column 4 is a weighted average sale price. The prices actually received ranged from $62.62 to $63.61. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. F3 · ownership.nature: Reflects the Reporting Person's proportionate pecuniary interest in the securities held directly by DO Holdings (WA), LLC. Read SEC document |
| November 30, 2021 Filed Dec 2, 2021 21:07 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 56,775 | $69.84 | $3,965,273.87 |
DisclosureSEC source: 0001225208-21-014346 · doc4.xml · nonDerivative · entry 6 Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 6,762,655 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by DO Holdings (WA), LLC ("DO Holdings") on September 15, 2021. DO Holdings is substantially owned by the Reporting Person and Kirk Brown. The transactions reported in this Form 4 were for the benefit of the Reporting Person. F8 · price: The price in Column 4 is a weighted average sale price. The prices actually received ranged from $69.62 to $70.18. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. F3 · ownership.nature: Reflects the Reporting Person's proportionate pecuniary interest in the securities held directly by DO Holdings (WA), LLC. Read SEC document |
| November 30, 2021 Filed Dec 2, 2021 21:07 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 39,622 | $65.19 | $2,582,938.37 |
DisclosureSEC source: 0001225208-21-014346 · doc4.xml · nonDerivative · entry 5 Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 6,819,430 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by DO Holdings (WA), LLC ("DO Holdings") on September 15, 2021. DO Holdings is substantially owned by the Reporting Person and Kirk Brown. The transactions reported in this Form 4 were for the benefit of the Reporting Person. F7 · price: The price in Column 4 is a weighted average sale price. The prices actually received ranged from $64.62 to $65.61. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. F3 · ownership.nature: Reflects the Reporting Person's proportionate pecuniary interest in the securities held directly by DO Holdings (WA), LLC. Read SEC document |
| November 30, 2021 Filed Dec 2, 2021 21:07 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 31,113 | $69.14 | $2,151,059.48 |
DisclosureSEC source: 0001225208-21-014346 · doc4.xml · nonDerivative · entry 4 Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 6,859,052 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by DO Holdings (WA), LLC ("DO Holdings") on September 15, 2021. DO Holdings is substantially owned by the Reporting Person and Kirk Brown. The transactions reported in this Form 4 were for the benefit of the Reporting Person. F6 · price: The price in Column 4 is a weighted average sale price. The prices actually received ranged from $68.62 to $69.61. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. F3 · ownership.nature: Reflects the Reporting Person's proportionate pecuniary interest in the securities held directly by DO Holdings (WA), LLC. Read SEC document |
| November 30, 2021 Filed Dec 2, 2021 21:07 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 18,413 | $65.83 | $1,212,096.49 |
DisclosureSEC source: 0001225208-21-014346 · doc4.xml · nonDerivative · entry 3 Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 6,890,165 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by DO Holdings (WA), LLC ("DO Holdings") on September 15, 2021. DO Holdings is substantially owned by the Reporting Person and Kirk Brown. The transactions reported in this Form 4 were for the benefit of the Reporting Person. F5 · price: The price in Column 4 is a weighted average sale price. The prices actually received ranged from $65.62 to $66.56. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. F3 · ownership.nature: Reflects the Reporting Person's proportionate pecuniary interest in the securities held directly by DO Holdings (WA), LLC. Read SEC document |
| November 30, 2021 Filed Dec 2, 2021 21:07 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 10,900 | $67.15 | $731,942.63 |
DisclosureSEC source: 0001225208-21-014346 · doc4.xml · nonDerivative · entry 2 Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 6,908,578 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by DO Holdings (WA), LLC ("DO Holdings") on September 15, 2021. DO Holdings is substantially owned by the Reporting Person and Kirk Brown. The transactions reported in this Form 4 were for the benefit of the Reporting Person. F4 · price: The price in Column 4 is a weighted average sale price. The prices actually received ranged from $66.62 to $67.59. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. F3 · ownership.nature: Reflects the Reporting Person's proportionate pecuniary interest in the securities held directly by DO Holdings (WA), LLC. Read SEC document |
| November 30, 2021 Filed Dec 2, 2021 21:07 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 10,883 | $68.14 | $741,594.83 |
DisclosureSEC source: 0001225208-21-014346 · doc4.xml · nonDerivative · entry 1 Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 6,919,478 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by DO Holdings (WA), LLC ("DO Holdings") on September 15, 2021. DO Holdings is substantially owned by the Reporting Person and Kirk Brown. The transactions reported in this Form 4 were for the benefit of the Reporting Person. F2 · price: The price in Column 4 is a weighted average sale price. The prices actually received ranged from $67.62 to $68.61. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. F3 · ownership.nature: Reflects the Reporting Person's proportionate pecuniary interest in the securities held directly by DO Holdings (WA), LLC. Read SEC document |
| November 23, 2021 Filed Nov 26, 2021 19:02 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 520,143 | $67.91 | $35,325,407.82 |
DisclosureSEC source: 0001225208-21-014156 · doc4.xml · nonDerivative · entry 8 Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 6,930,361 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by DO Holdings (WA), LLC ("DO Holdings") on September 15, 2021. DO Holdings is beneficially owned by the Reporting Person and Kirk Brown. The transactions reported in this Form 4 were for the benefit of the Reporting Person. F10 · price: The price in Column 4 is a weighted average sale price. The prices actually received ranged from $67.35 to $68.34. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. F3 · ownership.nature: Reflects the Reporting Person's proportionate pecuniary interest in the securities held directly by DO Holdings (WA), LLC. Read SEC document |
| November 23, 2021 Filed Nov 26, 2021 19:02 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 454,494 | $67.01 | $30,457,233.67 |
DisclosureSEC source: 0001225208-21-014156 · doc4.xml · nonDerivative · entry 7 Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 7,450,504 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by DO Holdings (WA), LLC ("DO Holdings") on September 15, 2021. DO Holdings is beneficially owned by the Reporting Person and Kirk Brown. The transactions reported in this Form 4 were for the benefit of the Reporting Person. F9 · price: The price in Column 4 is a weighted average sale price. The prices actually received ranged from $66.35 to $67.34. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. F3 · ownership.nature: Reflects the Reporting Person's proportionate pecuniary interest in the securities held directly by DO Holdings (WA), LLC. Read SEC document |
| November 23, 2021 Filed Nov 26, 2021 19:02 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 107,295 | $68.77 | $7,378,537.67 |
DisclosureSEC source: 0001225208-21-014156 · doc4.xml · nonDerivative · entry 6 Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 7,904,998 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by DO Holdings (WA), LLC ("DO Holdings") on September 15, 2021. DO Holdings is beneficially owned by the Reporting Person and Kirk Brown. The transactions reported in this Form 4 were for the benefit of the Reporting Person. F8 · price: The price in Column 4 is a weighted average sale price. The prices actually received ranged from $68.35 to $69.34. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. F3 · ownership.nature: Reflects the Reporting Person's proportionate pecuniary interest in the securities held directly by DO Holdings (WA), LLC. Read SEC document |
| November 23, 2021 Filed Nov 26, 2021 19:02 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 90,870 | $72.90 | $6,624,059.52 |
DisclosureSEC source: 0001225208-21-014156 · doc4.xml · nonDerivative · entry 5 Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 8,012,293 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by DO Holdings (WA), LLC ("DO Holdings") on September 15, 2021. DO Holdings is beneficially owned by the Reporting Person and Kirk Brown. The transactions reported in this Form 4 were for the benefit of the Reporting Person. F7 · price: The price in Column 4 is a weighted average sale price. The prices actually received ranged from $72.45 to $73.44. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. F3 · ownership.nature: Reflects the Reporting Person's proportionate pecuniary interest in the securities held directly by DO Holdings (WA), LLC. Read SEC document |
| November 23, 2021 Filed Nov 26, 2021 19:02 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 47,948 | $70.73 | $3,391,127.09 |
DisclosureSEC source: 0001225208-21-014156 · doc4.xml · nonDerivative · entry 4 Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 8,103,163 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by DO Holdings (WA), LLC ("DO Holdings") on September 15, 2021. DO Holdings is beneficially owned by the Reporting Person and Kirk Brown. The transactions reported in this Form 4 were for the benefit of the Reporting Person. F6 · price: The price in Column 4 is a weighted average sale price. The prices actually received ranged from $70.35 to $71.25. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. F3 · ownership.nature: Reflects the Reporting Person's proportionate pecuniary interest in the securities held directly by DO Holdings (WA), LLC. Read SEC document |
| November 23, 2021 Filed Nov 26, 2021 19:02 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 47,772 | $72.05 | $3,441,795.84 |
DisclosureSEC source: 0001225208-21-014156 · doc4.xml · nonDerivative · entry 3 Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 8,151,111 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by DO Holdings (WA), LLC ("DO Holdings") on September 15, 2021. DO Holdings is beneficially owned by the Reporting Person and Kirk Brown. The transactions reported in this Form 4 were for the benefit of the Reporting Person. F5 · price: The price in Column 4 is a weighted average sale price. The prices actually received ranged from $71.45 to $72.44. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. F3 · ownership.nature: Reflects the Reporting Person's proportionate pecuniary interest in the securities held directly by DO Holdings (WA), LLC. Read SEC document |
| November 23, 2021 Filed Nov 26, 2021 19:02 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 30,978 | $69.89 | $2,164,909.92 |
DisclosureSEC source: 0001225208-21-014156 · doc4.xml · nonDerivative · entry 2 Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 8,198,883 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by DO Holdings (WA), LLC ("DO Holdings") on September 15, 2021. DO Holdings is beneficially owned by the Reporting Person and Kirk Brown. The transactions reported in this Form 4 were for the benefit of the Reporting Person. F4 · price: The price in Column 4 is a weighted average sale price. The prices actually received ranged from $69.35 to $70.29. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. F3 · ownership.nature: Reflects the Reporting Person's proportionate pecuniary interest in the securities held directly by DO Holdings (WA), LLC. Read SEC document |
| November 23, 2021 Filed Nov 26, 2021 19:02 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 500 | $73.50 | $36,750.00 |
DisclosureSEC source: 0001225208-21-014156 · doc4.xml · nonDerivative · entry 1 Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 8,229,861 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by DO Holdings (WA), LLC ("DO Holdings") on September 15, 2021. DO Holdings is beneficially owned by the Reporting Person and Kirk Brown. The transactions reported in this Form 4 were for the benefit of the Reporting Person. F2 · balance_after: The report filed by the Reporting Person on November 18, 2021 inadvertantly understated the number of shares by 228,799 shares held by a grantor retained annuity trust. F3 · ownership.nature: Reflects the Reporting Person's proportionate pecuniary interest in the securities held directly by DO Holdings (WA), LLC. Read SEC document |
| November 17, 2021 Filed Nov 19, 2021 00:53 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 189,563 | $77.30 | $14,652,366.87 |
DisclosureSEC source: 0001225208-21-013959 · doc4.xml · nonDerivative · entry 4 Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 7,941,562 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by DO Holdings (WA), LLC ("DO Holdings") on September 15, 2021. DO Holdings is beneficially owned by the Reporting Person and Kirk Brown. The transactions reported in this Form 4 were for the benefit of the Reporting Person. F7 · price: The price in Column 4 is a weighted average sale price. The prices actually received ranged from $76.78 to $77.49. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. F4 · ownership.nature: Reflects the Reporting Person's proportionate pecuniary interest in the securities held directly by DO Holdings. Read SEC document |
| November 17, 2021 Filed Nov 19, 2021 00:53 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 181,110 | $76.16 | $13,794,080.15 |
DisclosureSEC source: 0001225208-21-013959 · doc4.xml · nonDerivative · entry 3 Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 8,131,125 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by DO Holdings (WA), LLC ("DO Holdings") on September 15, 2021. DO Holdings is beneficially owned by the Reporting Person and Kirk Brown. The transactions reported in this Form 4 were for the benefit of the Reporting Person. F6 · price: The price in Column 4 is a weighted average sale price. The prices actually received ranged from $75.78 to $76.76. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. F4 · ownership.nature: Reflects the Reporting Person's proportionate pecuniary interest in the securities held directly by DO Holdings. Read SEC document |
| November 16, 2021 Filed Nov 19, 2021 00:53 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 650,536 | $75.89 | $49,369,567.36 |
DisclosureSEC source: 0001225208-21-013959 · doc4.xml · nonDerivative · entry 2 Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 8,312,235 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by DO Holdings (WA), LLC ("DO Holdings") on September 15, 2021. DO Holdings is beneficially owned by the Reporting Person and Kirk Brown. The transactions reported in this Form 4 were for the benefit of the Reporting Person. F5 · price: The price in Column 4 is a weighted average sale price. The prices actually received ranged from $75.12 to $76.11. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. F4 · ownership.nature: Reflects the Reporting Person's proportionate pecuniary interest in the securities held directly by DO Holdings. Read SEC document |
| November 16, 2021 Filed Nov 19, 2021 00:53 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 278,791 | $76.26 | $21,261,856.22 |
DisclosureSEC source: 0001225208-21-013959 · doc4.xml · nonDerivative · entry 1 Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 8,962,771 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by DO Holdings (WA), LLC ("DO Holdings") on September 15, 2021. DO Holdings is beneficially owned by the Reporting Person and Kirk Brown. The transactions reported in this Form 4 were for the benefit of the Reporting Person. F2 · price: The price in Column 4 is a weighted average sale price. The prices actually received ranged from $76.12 to $76.46. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. F3 · balance_after: Reports filed by the Reporting Person beginning on March 17, 2021 overstated the Reporting Person's proportionate pecuniary interest in the securities held directly by DO Holdings by 434,094 shares, as a result of a prior gift, which was reported on a Form 5 filed February 16, 2021, through August 4, 2021, then 387,937 as of August 6, 2021, 352,191 as of August 11, 2021, 346,048 as of September 2, 2021 and 135,749 as of October 27, 2021. F4 · ownership.nature: Reflects the Reporting Person's proportionate pecuniary interest in the securities held directly by DO Holdings. Read SEC document |
| October 29, 2021 Filed Nov 3, 2021 01:36 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Disposition to issuerLLC Units of ZoomInfo Holdings LLC · Derivative | 9,666,110 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-21-000330 · wf-form4_163590339645903.xml · derivative · entry 3 Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Class A Common Stock · 9,666,110 shares Expires not disclosed F2 · derivative.exercise_price: Prior to the Reorganization, pursuant to the terms of the limited liability company agreement for OpCo, limited liability company units of Opco ("OpCo Units") and an equal number of shares of Class B Common Stock, together were exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. In connection with the Reorganization, the OpCo Units held indirectly by the Reporting Person through DO Holdings (WA), LLC were disposed of for the number of shares of Class A Common Stock which would have been received pursuant to the calculation described above, had DO Holdings (WA), LLC exchanged such OpCo Units for Class A Common Stock prior to the date of the Reorganization. F2 · kind: Prior to the Reorganization, pursuant to the terms of the limited liability company agreement for OpCo, limited liability company units of Opco ("OpCo Units") and an equal number of shares of Class B Common Stock, together were exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. In connection with the Reorganization, the OpCo Units held indirectly by the Reporting Person through DO Holdings (WA), LLC were disposed of for the number of shares of Class A Common Stock which would have been received pursuant to the calculation described above, had DO Holdings (WA), LLC exchanged such OpCo Units for Class A Common Stock prior to the date of the Reorganization. F2 · price: Prior to the Reorganization, pursuant to the terms of the limited liability company agreement for OpCo, limited liability company units of Opco ("OpCo Units") and an equal number of shares of Class B Common Stock, together were exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. In connection with the Reorganization, the OpCo Units held indirectly by the Reporting Person through DO Holdings (WA), LLC were disposed of for the number of shares of Class A Common Stock which would have been received pursuant to the calculation described above, had DO Holdings (WA), LLC exchanged such OpCo Units for Class A Common Stock prior to the date of the Reorganization. F2 · derivative.exercise_date: Prior to the Reorganization, pursuant to the terms of the limited liability company agreement for OpCo, limited liability company units of Opco ("OpCo Units") and an equal number of shares of Class B Common Stock, together were exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. In connection with the Reorganization, the OpCo Units held indirectly by the Reporting Person through DO Holdings (WA), LLC were disposed of for the number of shares of Class A Common Stock which would have been received pursuant to the calculation described above, had DO Holdings (WA), LLC exchanged such OpCo Units for Class A Common Stock prior to the date of the Reorganization. F2 · derivative.expiration_date: Prior to the Reorganization, pursuant to the terms of the limited liability company agreement for OpCo, limited liability company units of Opco ("OpCo Units") and an equal number of shares of Class B Common Stock, together were exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. In connection with the Reorganization, the OpCo Units held indirectly by the Reporting Person through DO Holdings (WA), LLC were disposed of for the number of shares of Class A Common Stock which would have been received pursuant to the calculation described above, had DO Holdings (WA), LLC exchanged such OpCo Units for Class A Common Stock prior to the date of the Reorganization. F3 · derivative.underlying_shares: Reflects the Reporting Person's proportionate pecuniary interest in the securities held directly by DO Holdings (WA), LLC. F3 · balance_after: Reflects the Reporting Person's proportionate pecuniary interest in the securities held directly by DO Holdings (WA), LLC. F4 · ownership.nature: Reflects securities held directly by DO Holdings (WA), LLC. DO Holdings (WA), LLC is owned by the Reporting Person and Kirk Brown. The Reporting Person may be deemed to share voting and dispositive power over the securities held by DO Holdings (WA), LLC. Read SEC document |
| October 29, 2021 Filed Nov 3, 2021 01:36 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | GrantClass A Common Stock | 9,666,110 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-21-000330 · wf-form4_163590339645903.xml · nonDerivative · entry 1 Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 9,666,110 F1 · security: On October 29, 2021, pursuant to a reorganization, (the "Reorganization"), Zoomlnfo Technologies Inc. (formerly known as Zoomlnfo NewCo Inc.) (the "Issuer") became the successor of Zoomlnfo Intermediate Inc. (formerly known as Zoomlnfo Technologies Inc.) ("Zoomlnfo") pursuant to merger transactions, in which a subsidiary ofZoomlnfo Technologies Inc. merged with and into Zoomlnfo Intermediate Inc. with Zoomlnfo Intermediate Inc. surviving and, immediately following such merger, a subsidiary ofZoomlnfo Technologies Inc. merged with and into Zoomlnfo Holdings LLC ("OpCo"), a subsidiary of Zoomlnfo Intermediate Inc., with OpCo surviving. The mergers resulted in the Issuer becoming a parent holding company of Zoomlnfo and OpCo, but did not alter the proportionate economic interests of security holders. F2 · kind: Prior to the Reorganization, pursuant to the terms of the limited liability company agreement for OpCo, limited liability company units of Opco ("OpCo Units") and an equal number of shares of Class B Common Stock, together were exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. In connection with the Reorganization, the OpCo Units held indirectly by the Reporting Person through DO Holdings (WA), LLC were disposed of for the number of shares of Class A Common Stock which would have been received pursuant to the calculation described above, had DO Holdings (WA), LLC exchanged such OpCo Units for Class A Common Stock prior to the date of the Reorganization. F2 · price: Prior to the Reorganization, pursuant to the terms of the limited liability company agreement for OpCo, limited liability company units of Opco ("OpCo Units") and an equal number of shares of Class B Common Stock, together were exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. In connection with the Reorganization, the OpCo Units held indirectly by the Reporting Person through DO Holdings (WA), LLC were disposed of for the number of shares of Class A Common Stock which would have been received pursuant to the calculation described above, had DO Holdings (WA), LLC exchanged such OpCo Units for Class A Common Stock prior to the date of the Reorganization. F3 · balance_after: Reflects the Reporting Person's proportionate pecuniary interest in the securities held directly by DO Holdings (WA), LLC. F4 · ownership.nature: Reflects securities held directly by DO Holdings (WA), LLC. DO Holdings (WA), LLC is owned by the Reporting Person and Kirk Brown. The Reporting Person may be deemed to share voting and dispositive power over the securities held by DO Holdings (WA), LLC. Read SEC document |
| September 15, 2021 Filed Sep 16, 2021 21:34 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionLLC Units of ZoomInfo Holdings LLC · Derivative | 400,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-21-000294 · wf-form4_163182806933935.xml · derivative · entry 7 Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 400,000 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. F3 · derivative.exercise_price: Pursuant to the terms of the limited liability company agreement for OpCo, limited liability company units of OpCo ("OpCo Units") and an equal number of shares of Class B Common Stock, together are exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a 10b5-1 trading plan. F2 · kind: On September 15,2021, 400,000 limited liability company units of HSKB Funds, LLC ("HSKB Units"), respectively, held directly by the Reporting Person were exchanged for limited liability company units ("OpCo Units") of ZoomInfo Holdings LLC ("OpCo") together with an equal number of shares of Class B common stock ("Class B Common Stock") of ZoomInfo Technologies Inc. ("ZoomInfo" or the "Issuer"). These OpCo Units and shares of Class B Common Stock were exchanged for shares of ZoomInfo's Class A common stock ("Class A Common Stock") which were sold as described herein. F3 · derivative.exercise_date: Pursuant to the terms of the limited liability company agreement for OpCo, limited liability company units of OpCo ("OpCo Units") and an equal number of shares of Class B Common Stock, together are exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share. F3 · derivative.expiration_date: Pursuant to the terms of the limited liability company agreement for OpCo, limited liability company units of OpCo ("OpCo Units") and an equal number of shares of Class B Common Stock, together are exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share. Read SEC document |
| September 15, 2021 Filed Sep 16, 2021 21:34 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionLLC Units of ZoomInfo Holdings LLC · Derivative | 400,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-21-000294 · wf-form4_163182806933935.xml · derivative · entry 6 Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400,000 Underlying: Class A Common Stock · 400,000 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. F3 · derivative.exercise_price: Pursuant to the terms of the limited liability company agreement for OpCo, limited liability company units of OpCo ("OpCo Units") and an equal number of shares of Class B Common Stock, together are exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a 10b5-1 trading plan. F2 · kind: On September 15,2021, 400,000 limited liability company units of HSKB Funds, LLC ("HSKB Units"), respectively, held directly by the Reporting Person were exchanged for limited liability company units ("OpCo Units") of ZoomInfo Holdings LLC ("OpCo") together with an equal number of shares of Class B common stock ("Class B Common Stock") of ZoomInfo Technologies Inc. ("ZoomInfo" or the "Issuer"). These OpCo Units and shares of Class B Common Stock were exchanged for shares of ZoomInfo's Class A common stock ("Class A Common Stock") which were sold as described herein. F3 · derivative.exercise_date: Pursuant to the terms of the limited liability company agreement for OpCo, limited liability company units of OpCo ("OpCo Units") and an equal number of shares of Class B Common Stock, together are exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share. F3 · derivative.expiration_date: Pursuant to the terms of the limited liability company agreement for OpCo, limited liability company units of OpCo ("OpCo Units") and an equal number of shares of Class B Common Stock, together are exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share. Read SEC document |
| September 15, 2021 Filed Sep 16, 2021 21:34 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionLLC Units of HSKB Funds, LLC · Derivative | 400,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-21-000294 · wf-form4_163182806933935.xml · derivative · entry 5 Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,863,514 Underlying: Class A Common Stock · 400,000 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. F8 · derivative.exercise_price: Each of these HSKB Units represents the economic value of one OpCo Unit. Each such HSKB Unit is fully vested and is exchangeable, at the Reporting Person's option, into an OpCo Unit and a share of Class B Common Stock, which together are exchangeable by the Issuer for shares of Class A Common Stock on a one-for-one basis, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. Shares of Class B Common Stock have no economic value and have 10 votes per share. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a 10b5-1 trading plan. F2 · kind: On September 15,2021, 400,000 limited liability company units of HSKB Funds, LLC ("HSKB Units"), respectively, held directly by the Reporting Person were exchanged for limited liability company units ("OpCo Units") of ZoomInfo Holdings LLC ("OpCo") together with an equal number of shares of Class B common stock ("Class B Common Stock") of ZoomInfo Technologies Inc. ("ZoomInfo" or the "Issuer"). These OpCo Units and shares of Class B Common Stock were exchanged for shares of ZoomInfo's Class A common stock ("Class A Common Stock") which were sold as described herein. F8 · derivative.exercise_date: Each of these HSKB Units represents the economic value of one OpCo Unit. Each such HSKB Unit is fully vested and is exchangeable, at the Reporting Person's option, into an OpCo Unit and a share of Class B Common Stock, which together are exchangeable by the Issuer for shares of Class A Common Stock on a one-for-one basis, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. Shares of Class B Common Stock have no economic value and have 10 votes per share. F8 · derivative.expiration_date: Each of these HSKB Units represents the economic value of one OpCo Unit. Each such HSKB Unit is fully vested and is exchangeable, at the Reporting Person's option, into an OpCo Unit and a share of Class B Common Stock, which together are exchangeable by the Issuer for shares of Class A Common Stock on a one-for-one basis, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. Shares of Class B Common Stock have no economic value and have 10 votes per share. F8 · derivative.underlying: Each of these HSKB Units represents the economic value of one OpCo Unit. Each such HSKB Unit is fully vested and is exchangeable, at the Reporting Person's option, into an OpCo Unit and a share of Class B Common Stock, which together are exchangeable by the Issuer for shares of Class A Common Stock on a one-for-one basis, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. Shares of Class B Common Stock have no economic value and have 10 votes per share. Read SEC document |
| September 15, 2021 Filed Sep 16, 2021 21:34 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 188,026 | $66.98 | $12,593,266.98 |
DisclosureSEC source: 0001794515-21-000294 · wf-form4_163182806933935.xml · nonDerivative · entry 3 Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,117,319 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a 10b5-1 trading plan. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $66.80 to $67.47, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| September 15, 2021 Filed Sep 16, 2021 21:34 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 211,974 | $66.39 | $14,072,784.28 |
DisclosureSEC source: 0001794515-21-000294 · wf-form4_163182806933935.xml · nonDerivative · entry 2 Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,305,345 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a 10b5-1 trading plan. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $65.795 to $66.79, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| September 15, 2021 Filed Sep 16, 2021 21:34 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionClass A Common Stock | 400,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-21-000294 · wf-form4_163182806933935.xml · nonDerivative · entry 1 Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,517,319 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a 10b5-1 trading plan. F2 · kind: On September 15,2021, 400,000 limited liability company units of HSKB Funds, LLC ("HSKB Units"), respectively, held directly by the Reporting Person were exchanged for limited liability company units ("OpCo Units") of ZoomInfo Holdings LLC ("OpCo") together with an equal number of shares of Class B common stock ("Class B Common Stock") of ZoomInfo Technologies Inc. ("ZoomInfo" or the "Issuer"). These OpCo Units and shares of Class B Common Stock were exchanged for shares of ZoomInfo's Class A common stock ("Class A Common Stock") which were sold as described herein. F3 · price: Pursuant to the terms of the limited liability company agreement for OpCo, limited liability company units of OpCo ("OpCo Units") and an equal number of shares of Class B Common Stock, together are exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share. Read SEC document |
| September 03, 2021 Filed Sep 8, 2021 23:08 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | ConversionLLC Units of ZoomInfo Holdings LLC · Derivative | 14,815,232 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-21-000278 · wf-form4_163114248902892.xml · derivative · entry 7 Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 9,876,822 Underlying: Class A Common Stock · 14,815,232 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. F5 · derivative.exercise_price: Pursuant to the terms of the limited liability company agreement for OpCo, limited liability company units of OpCo ("OpCo Units") and an equal number of shares of the Issuer's Class B common stock ("Class B Common Stock"), together are exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of DO Holdings (WA), LLC, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share. F5 · kind: Pursuant to the terms of the limited liability company agreement for OpCo, limited liability company units of OpCo ("OpCo Units") and an equal number of shares of the Issuer's Class B common stock ("Class B Common Stock"), together are exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of DO Holdings (WA), LLC, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share. F5 · derivative.exercise_date: Pursuant to the terms of the limited liability company agreement for OpCo, limited liability company units of OpCo ("OpCo Units") and an equal number of shares of the Issuer's Class B common stock ("Class B Common Stock"), together are exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of DO Holdings (WA), LLC, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share. F5 · derivative.expiration_date: Pursuant to the terms of the limited liability company agreement for OpCo, limited liability company units of OpCo ("OpCo Units") and an equal number of shares of the Issuer's Class B common stock ("Class B Common Stock"), together are exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of DO Holdings (WA), LLC, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share. F7 · derivative.underlying_shares: Reflects the Reporting Person's proportionate pecuniary interest in the securities held directly by DO Holdings (WA), LLC. F7 · balance_after: Reflects the Reporting Person's proportionate pecuniary interest in the securities held directly by DO Holdings (WA), LLC. F6 · ownership.nature: Reflects securities held directly by DO Holdings (WA), LLC. DO Holdings (WA), LLC is owned by Henry Schuck and Kirk Brown. The Reporting Person may be deemed to share voting and dispositive power over the securities held by DO Holdings (WA), LLC. Read SEC document |
| September 03, 2021 Filed Sep 8, 2021 23:08 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionClass P Units of ZoomInfo Holdings LLC · Derivative | 450,000 | $0.00 Strike: $21.00 | $0.00 |
DisclosureSEC source: 0001794515-21-000278 · wf-form4_163114248902892.xml · derivative · entry 6 Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 450,000 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. F1 · kind: Reflects Class P limited liability company units ("Class P Units") of ZoomInfo Holdings LLC ("OpCo") which are profits interests that are economically similar to a stock settled stock option. Vested Class P units are exchangeable, at the holder's election, into a number of shares of the Class A common stock of ZoomInfo Technologies Inc. ("Class A Common Stock") equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. F3 · derivative.exercise_date: Reflects Class P Units that vest as follows: (a) one-third vest on June 3, 2022, (b) one-third vest on June 3, 2023, and (c) one-third vest on June 3, 2024. Unvested units were exchanged for restricted shares of Class A Common Stock with the same vesting schedule. F3 · derivative.expiration_date: Reflects Class P Units that vest as follows: (a) one-third vest on June 3, 2022, (b) one-third vest on June 3, 2023, and (c) one-third vest on June 3, 2024. Unvested units were exchanged for restricted shares of Class A Common Stock with the same vesting schedule. F3 · derivative.underlying_shares: Reflects Class P Units that vest as follows: (a) one-third vest on June 3, 2022, (b) one-third vest on June 3, 2023, and (c) one-third vest on June 3, 2024. Unvested units were exchanged for restricted shares of Class A Common Stock with the same vesting schedule. Read SEC document |
| September 03, 2021 Filed Sep 8, 2021 23:08 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionClass P Units of ZoomInfo Holdings LLC · Derivative | 1,928,870 | $0.00 Strike: $4.00 | $0.00 |
DisclosureSEC source: 0001794515-21-000278 · wf-form4_163114248902892.xml · derivative · entry 5 Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,928,870 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Reflects Class P limited liability company units ("Class P Units") of ZoomInfo Holdings LLC ("OpCo") which are profits interests that are economically similar to a stock settled stock option. Vested Class P units are exchangeable, at the holder's election, into a number of shares of the Class A common stock of ZoomInfo Technologies Inc. ("Class A Common Stock") equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. F2 · derivative.exercise_date: Reflects Class P Units of which 50% vested March 12, 2020, and the remaining 50% vest in equal monthly installments during the 24 months thereafter. Unvested units were exchanged for restricted shares of Class A Common Stock with the same vesting schedule. F2 · derivative.expiration_date: Reflects Class P Units of which 50% vested March 12, 2020, and the remaining 50% vest in equal monthly installments during the 24 months thereafter. Unvested units were exchanged for restricted shares of Class A Common Stock with the same vesting schedule. F2 · derivative.underlying_shares: Reflects Class P Units of which 50% vested March 12, 2020, and the remaining 50% vest in equal monthly installments during the 24 months thereafter. Unvested units were exchanged for restricted shares of Class A Common Stock with the same vesting schedule. Read SEC document |
| September 03, 2021 Filed Sep 8, 2021 23:08 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | ConversionClass A Common Stock | 14,815,232 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-21-000278 · wf-form4_163114248902892.xml · nonDerivative · entry 4 Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 14,815,232 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. F5 · kind: Pursuant to the terms of the limited liability company agreement for OpCo, limited liability company units of OpCo ("OpCo Units") and an equal number of shares of the Issuer's Class B common stock ("Class B Common Stock"), together are exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of DO Holdings (WA), LLC, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share. F5 · price: Pursuant to the terms of the limited liability company agreement for OpCo, limited liability company units of OpCo ("OpCo Units") and an equal number of shares of the Issuer's Class B common stock ("Class B Common Stock"), together are exchangeable for shares of Class A Common Stock on a one-for-one basis at the discretion of DO Holdings (WA), LLC, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share. F6 · ownership.nature: Reflects securities held directly by DO Holdings (WA), LLC. DO Holdings (WA), LLC is owned by Henry Schuck and Kirk Brown. The Reporting Person may be deemed to share voting and dispositive power over the securities held by DO Holdings (WA), LLC. Read SEC document |
| September 03, 2021 Filed Sep 8, 2021 23:08 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Tax withholdingClass A Common Stock | 261,551 | $65.63 | $17,165,592.13 |
DisclosureSEC source: 0001794515-21-000278 · wf-form4_163114248902892.xml · nonDerivative · entry 3 Schuck Henry · CIK 0001813217 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,117,319 F4 · kind: Reflects shares deemed to be withheld in connection with the exchange of Class P Units described herein. 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.