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person · Reporting owner

Greiner Christopher E

Disclosed activity across 3 companies

Tapewire entity
44769
SEC CIK
0001631087

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Inovalon Holdings, Inc.INOV · Entity 133038Chief Fin.& Oper. Officer · 10% ownerMarch 05, 2018March 07, 2018
Zeta Global Holdings Corp.ZETA · Entity 3649Chief Financial OfficerMay 20, 2026May 22, 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.

Inovalon Holdings, Inc.

Report date March 05, 2018 · Filed March 07, 2018

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeDirect476,693 Reported balance After 2018-03-05 transaction · row 1
1 source row

Row 1 · 2018-03-05 · Exercise / conversion · Acquired 1,590 · Balance 476,693

F1: Each restricted stock unit represents a contingent right to receive one share of Inovalon Holdings, Inc. Class A Common Stock.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect3,178 Reported balance After 2018-03-05 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2018-03-05 · Exercise / conversion · Disposed 1,590 · Balance 3,178

F1: Each restricted stock unit represents a contingent right to receive one share of Inovalon Holdings, Inc. Class A Common Stock.

F2: On March 5, 2015, the reporting person was granted 7,946 restricted stock units, vesting in five equal installments, beginning on the first anniversary of the grant date.

Filing footnotes · ownership attribution and instrument terms

F1: Each restricted stock unit represents a contingent right to receive one share of Inovalon Holdings, Inc. Class A Common Stock.

F2: On March 5, 2015, the reporting person was granted 7,946 restricted stock units, vesting in five equal installments, beginning on the first anniversary of the grant date.

Zeta Global Holdings Corp.

Report date May 20, 2026 · Filed May 22, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeDirect143,948 Reported balance After 2026-05-20 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 1 · 2026-05-20 · Gift · Disposed 633,060 · Balance 143,948

F1: 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: Share balance includes stock purchased under an Employee Stock Purchase Plan (ESPP) not previously reported.

Filing footnotes · ownership attribution and instrument terms

F1: 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: Share balance includes stock purchased under an Employee Stock Purchase Plan (ESPP) not previously reported.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

LIVEPERSON INC

Report date March 03, 2020 · Filed March 06, 2020

Section 16 reporting ended · disclosed 2020-03-06. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect79,721 Last balance in matching sequence After 2020-03-04 transaction · row 2 Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rows

Row 1 · 2020-03-03 · Grant · Acquired 7,362 · Balance 82,329

F1: The reporting person was granted fully vested restricted stock units in lieu of cash in satisfaction of their annual bonus.

F2: Number includes 65,000 unvested restricted stock units granted to and held by the reporting person as of the date of this filing.

Row 2 · 2020-03-04 · Tax withholding · Disposed 2,608 · Balance 79,721

F3: Shares withheld in order to cover the reporting person's tax liability incurred in connection with the grant of vested restricted stock units on March 3, 2020.

F2: Number includes 65,000 unvested restricted stock units granted to and held by the reporting person as of the date of this filing.

Filing footnotes · ownership attribution and instrument terms

F1: The reporting person was granted fully vested restricted stock units in lieu of cash in satisfaction of their annual bonus.

F2: Number includes 65,000 unvested restricted stock units granted to and held by the reporting person as of the date of this filing.

F3: Shares withheld in order to cover the reporting person's tax liability incurred in connection with the grant of vested restricted stock units on March 3, 2020.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
May 20, 2026 Filed May 22, 2026 20:13 UTC Zeta Global Holdings Corp. ZETA · Entity 3649 GiftClass A Common Stock 633,060 $0.00 $0.00
Disclosure

SEC source: 0001851003-26-000017 · form4.xml · nonDerivative · entry 1

Greiner Christopher E · CIK 0001631087 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 143,948

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 · balance_after: Share balance includes stock purchased under an Employee Stock Purchase Plan (ESPP) not previously reported.

Read SEC document
December 05, 2025 Filed Dec 5, 2025 21:15 UTC Zeta Global Holdings Corp. ZETA · Entity 3649 GiftClass A Common Stock 515,627 $0.00 $0.00
Disclosure

SEC source: 0001851003-25-000015 · form4.xml · nonDerivative · entry 1

Greiner Christopher E · CIK 0001631087 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 776,057

F1 · kind: Represents a transfer to a trust managed by an independent trustee that was established for trust, estate and tax planning purposes and will also be used to satisfy any tax withholding obligations arising from the vesting of certain restricted stock awards.

Read SEC document
May 09, 2025 Filed May 9, 2025 20:46 UTC Zeta Global Holdings Corp. ZETA · Entity 3649 GiftClass A Common Stock 1,061,853 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-013872 · form4.xml · nonDerivative · entry 1

Greiner Christopher E · CIK 0001631087 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,291,684

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
February 12, 2025 Filed Feb 14, 2025 21:45 UTC Zeta Global Holdings Corp. ZETA · Entity 3649 Exercise / conversionPerformance-Based Restricted Stock Units · Derivative 537,500 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-021347 · ownership.xml · derivative · entry 2

Greiner Christopher E · CIK 0001631087 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 537,500 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each PSU represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F1 · derivative.exercise_date: On April 3, 2024, the reporting person was granted an award of performance-based restricted stock units (the "PSUs"), which are earned in the form of restricted stock units based on the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter beginning with the fourth fiscal quarter of 2024 and ending with, and including, the fourth fiscal quarter of 2028. Any unearned portion of the PSUs will expire on January 1, 2029. On February 12, 2025, the Issuer determined that the performance conditions exceeded the target level with respect to the PSUs, resulting in these securities being earned, with 33.33% of such securities vesting on such date of determination and the remainder vesting in equal installments every three months thereafter, subject to the reporting person's continued service with the Company through each applicable vesting date.

F1 · derivative.expiration_date: On April 3, 2024, the reporting person was granted an award of performance-based restricted stock units (the "PSUs"), which are earned in the form of restricted stock units based on the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter beginning with the fourth fiscal quarter of 2024 and ending with, and including, the fourth fiscal quarter of 2028. Any unearned portion of the PSUs will expire on January 1, 2029. On February 12, 2025, the Issuer determined that the performance conditions exceeded the target level with respect to the PSUs, resulting in these securities being earned, with 33.33% of such securities vesting on such date of determination and the remainder vesting in equal installments every three months thereafter, subject to the reporting person's continued service with the Company through each applicable vesting date.

F1 · balance_after: On April 3, 2024, the reporting person was granted an award of performance-based restricted stock units (the "PSUs"), which are earned in the form of restricted stock units based on the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter beginning with the fourth fiscal quarter of 2024 and ending with, and including, the fourth fiscal quarter of 2028. Any unearned portion of the PSUs will expire on January 1, 2029. On February 12, 2025, the Issuer determined that the performance conditions exceeded the target level with respect to the PSUs, resulting in these securities being earned, with 33.33% of such securities vesting on such date of determination and the remainder vesting in equal installments every three months thereafter, subject to the reporting person's continued service with the Company through each applicable vesting date.

Read SEC document
February 12, 2025 Filed Feb 14, 2025 21:45 UTC Zeta Global Holdings Corp. ZETA · Entity 3649 Exercise / conversionClass A Common Stock 1,021,819 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-021347 · ownership.xml · nonDerivative · entry 1

Greiner Christopher E · CIK 0001631087 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,020,876

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: On April 3, 2024, the reporting person was granted an award of performance-based restricted stock units (the "PSUs"), which are earned in the form of restricted stock units based on the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter beginning with the fourth fiscal quarter of 2024 and ending with, and including, the fourth fiscal quarter of 2028. Any unearned portion of the PSUs will expire on January 1, 2029. On February 12, 2025, the Issuer determined that the performance conditions exceeded the target level with respect to the PSUs, resulting in these securities being earned, with 33.33% of such securities vesting on such date of determination and the remainder vesting in equal installments every three months thereafter, subject to the reporting person's continued service with the Company through each applicable vesting date.

Read SEC document
December 11, 2024 Filed Dec 13, 2024 21:44 UTC Zeta Global Holdings Corp. ZETA · Entity 3649 GiftClass A Common Stock 999,057 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-029360 · form4.xml · nonDerivative · entry 1

Greiner Christopher E · CIK 0001631087 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,331,718

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 · balance_after: Share balance includes stock purchased under an Employee Stock Purchase Plan (ESPP) not previously reported.

Read SEC document
November 18, 2024 Filed Nov 18, 2024 16:52 UTC Zeta Global Holdings Corp. ZETA · Entity 3649 PurchaseClass A Common Stock 7,975 $18.80 $149,910.06
Disclosure

SEC source: 0001127602-24-027430 · form4.xml · nonDerivative · entry 1

Greiner Christopher E · CIK 0001631087 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,330,010

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $18.79 to $18.80. The Reporting Person undertakes to provide Zeta Global Holdings Corp. (the "Issuer"), any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in footnote 1 to this Form 4.

Read SEC document
October 09, 2024 Filed Oct 11, 2024 20:30 UTC Zeta Global Holdings Corp. ZETA · Entity 3649 Exercise / conversionPerformance-Based Restricted Stock Units · Derivative 58,730 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-114340 · ownership.xml · derivative · entry 4

Greiner Christopher E · CIK 0001631087 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 58,730 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: On each of August 18, 2021, February 23, 2022 and April 21, 2023, the reporting person was granted an award of performance-based restricted stock units (respectively, the "2021 PSUs," the "2022 PSUs" and the "2023 PSUs", and collectively, the "PSUs"), which are earned in the form of restricted stock units based on the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter. Each PSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. On October 9, 2024, the Issuer determined that the performance conditions were met at the maximum level with respect to the 2021 PSUs and exceeded the target level with respect to the 2022 PSUs and 2023 PSUs, resulting in these securities being earned, which securities vest in three equal annual installments beginning on October 9, 2024. As a result of the foregoing, no additional 2021 PSUs may be earned.

F2 · derivative.exercise_date: Additional PSUs may be earned based upon the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter ending with, and including, the fourth fiscal quarter of (i) 2026, with respect to the 2022 PSUs, and (ii) 2027, with respect to the 2023 PSUs. To the extent earned, the PSUs vest in three equal annual installments, with the first installment vesting on the date the Company determines the number of PSUs that are eligible to vest for such quarter, and the second and third installments vesting on the first and second anniversaries of such determination date, subject to the reporting person's continued service with the Company through each applicable vesting date. Any unearnd PSUs will expire on January 1 of the fifth year following the grant date.

F2 · derivative.expiration_date: Additional PSUs may be earned based upon the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter ending with, and including, the fourth fiscal quarter of (i) 2026, with respect to the 2022 PSUs, and (ii) 2027, with respect to the 2023 PSUs. To the extent earned, the PSUs vest in three equal annual installments, with the first installment vesting on the date the Company determines the number of PSUs that are eligible to vest for such quarter, and the second and third installments vesting on the first and second anniversaries of such determination date, subject to the reporting person's continued service with the Company through each applicable vesting date. Any unearnd PSUs will expire on January 1 of the fifth year following the grant date.

F2 · balance_after: Additional PSUs may be earned based upon the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter ending with, and including, the fourth fiscal quarter of (i) 2026, with respect to the 2022 PSUs, and (ii) 2027, with respect to the 2023 PSUs. To the extent earned, the PSUs vest in three equal annual installments, with the first installment vesting on the date the Company determines the number of PSUs that are eligible to vest for such quarter, and the second and third installments vesting on the first and second anniversaries of such determination date, subject to the reporting person's continued service with the Company through each applicable vesting date. Any unearnd PSUs will expire on January 1 of the fifth year following the grant date.

Read SEC document
October 09, 2024 Filed Oct 11, 2024 20:30 UTC Zeta Global Holdings Corp. ZETA · Entity 3649 Exercise / conversionPerformance-Based Restricted Stock Units · Derivative 129,250 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-114340 · ownership.xml · derivative · entry 3

Greiner Christopher E · CIK 0001631087 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 129,250 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: On each of August 18, 2021, February 23, 2022 and April 21, 2023, the reporting person was granted an award of performance-based restricted stock units (respectively, the "2021 PSUs," the "2022 PSUs" and the "2023 PSUs", and collectively, the "PSUs"), which are earned in the form of restricted stock units based on the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter. Each PSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. On October 9, 2024, the Issuer determined that the performance conditions were met at the maximum level with respect to the 2021 PSUs and exceeded the target level with respect to the 2022 PSUs and 2023 PSUs, resulting in these securities being earned, which securities vest in three equal annual installments beginning on October 9, 2024. As a result of the foregoing, no additional 2021 PSUs may be earned.

F2 · derivative.exercise_date: Additional PSUs may be earned based upon the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter ending with, and including, the fourth fiscal quarter of (i) 2026, with respect to the 2022 PSUs, and (ii) 2027, with respect to the 2023 PSUs. To the extent earned, the PSUs vest in three equal annual installments, with the first installment vesting on the date the Company determines the number of PSUs that are eligible to vest for such quarter, and the second and third installments vesting on the first and second anniversaries of such determination date, subject to the reporting person's continued service with the Company through each applicable vesting date. Any unearnd PSUs will expire on January 1 of the fifth year following the grant date.

F2 · derivative.expiration_date: Additional PSUs may be earned based upon the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter ending with, and including, the fourth fiscal quarter of (i) 2026, with respect to the 2022 PSUs, and (ii) 2027, with respect to the 2023 PSUs. To the extent earned, the PSUs vest in three equal annual installments, with the first installment vesting on the date the Company determines the number of PSUs that are eligible to vest for such quarter, and the second and third installments vesting on the first and second anniversaries of such determination date, subject to the reporting person's continued service with the Company through each applicable vesting date. Any unearnd PSUs will expire on January 1 of the fifth year following the grant date.

F2 · balance_after: Additional PSUs may be earned based upon the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter ending with, and including, the fourth fiscal quarter of (i) 2026, with respect to the 2022 PSUs, and (ii) 2027, with respect to the 2023 PSUs. To the extent earned, the PSUs vest in three equal annual installments, with the first installment vesting on the date the Company determines the number of PSUs that are eligible to vest for such quarter, and the second and third installments vesting on the first and second anniversaries of such determination date, subject to the reporting person's continued service with the Company through each applicable vesting date. Any unearnd PSUs will expire on January 1 of the fifth year following the grant date.

Read SEC document
October 09, 2024 Filed Oct 11, 2024 20:30 UTC Zeta Global Holdings Corp. ZETA · Entity 3649 Exercise / conversionPerformance-Based Restricted Stock Units · Derivative 0 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-114340 · ownership.xml · derivative · entry 2

Greiner Christopher E · CIK 0001631087 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · Not disclosed shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: On each of August 18, 2021, February 23, 2022 and April 21, 2023, the reporting person was granted an award of performance-based restricted stock units (respectively, the "2021 PSUs," the "2022 PSUs" and the "2023 PSUs", and collectively, the "PSUs"), which are earned in the form of restricted stock units based on the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter. Each PSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. On October 9, 2024, the Issuer determined that the performance conditions were met at the maximum level with respect to the 2021 PSUs and exceeded the target level with respect to the 2022 PSUs and 2023 PSUs, resulting in these securities being earned, which securities vest in three equal annual installments beginning on October 9, 2024. As a result of the foregoing, no additional 2021 PSUs may be earned.

F1 · shares: On each of August 18, 2021, February 23, 2022 and April 21, 2023, the reporting person was granted an award of performance-based restricted stock units (respectively, the "2021 PSUs," the "2022 PSUs" and the "2023 PSUs", and collectively, the "PSUs"), which are earned in the form of restricted stock units based on the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter. Each PSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. On October 9, 2024, the Issuer determined that the performance conditions were met at the maximum level with respect to the 2021 PSUs and exceeded the target level with respect to the 2022 PSUs and 2023 PSUs, resulting in these securities being earned, which securities vest in three equal annual installments beginning on October 9, 2024. As a result of the foregoing, no additional 2021 PSUs may be earned.

F1 · derivative.exercise_date: On each of August 18, 2021, February 23, 2022 and April 21, 2023, the reporting person was granted an award of performance-based restricted stock units (respectively, the "2021 PSUs," the "2022 PSUs" and the "2023 PSUs", and collectively, the "PSUs"), which are earned in the form of restricted stock units based on the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter. Each PSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. On October 9, 2024, the Issuer determined that the performance conditions were met at the maximum level with respect to the 2021 PSUs and exceeded the target level with respect to the 2022 PSUs and 2023 PSUs, resulting in these securities being earned, which securities vest in three equal annual installments beginning on October 9, 2024. As a result of the foregoing, no additional 2021 PSUs may be earned.

F1 · derivative.expiration_date: On each of August 18, 2021, February 23, 2022 and April 21, 2023, the reporting person was granted an award of performance-based restricted stock units (respectively, the "2021 PSUs," the "2022 PSUs" and the "2023 PSUs", and collectively, the "PSUs"), which are earned in the form of restricted stock units based on the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter. Each PSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. On October 9, 2024, the Issuer determined that the performance conditions were met at the maximum level with respect to the 2021 PSUs and exceeded the target level with respect to the 2022 PSUs and 2023 PSUs, resulting in these securities being earned, which securities vest in three equal annual installments beginning on October 9, 2024. As a result of the foregoing, no additional 2021 PSUs may be earned.

F1 · derivative.underlying_shares: On each of August 18, 2021, February 23, 2022 and April 21, 2023, the reporting person was granted an award of performance-based restricted stock units (respectively, the "2021 PSUs," the "2022 PSUs" and the "2023 PSUs", and collectively, the "PSUs"), which are earned in the form of restricted stock units based on the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter. Each PSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. On October 9, 2024, the Issuer determined that the performance conditions were met at the maximum level with respect to the 2021 PSUs and exceeded the target level with respect to the 2022 PSUs and 2023 PSUs, resulting in these securities being earned, which securities vest in three equal annual installments beginning on October 9, 2024. As a result of the foregoing, no additional 2021 PSUs may be earned.

Read SEC document
October 09, 2024 Filed Oct 11, 2024 20:30 UTC Zeta Global Holdings Corp. ZETA · Entity 3649 Exercise / conversionClass A Common Stock 870,873 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-114340 · ownership.xml · nonDerivative · entry 1

Greiner Christopher E · CIK 0001631087 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,322,035

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: On each of August 18, 2021, February 23, 2022 and April 21, 2023, the reporting person was granted an award of performance-based restricted stock units (respectively, the "2021 PSUs," the "2022 PSUs" and the "2023 PSUs", and collectively, the "PSUs"), which are earned in the form of restricted stock units based on the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter. Each PSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. On October 9, 2024, the Issuer determined that the performance conditions were met at the maximum level with respect to the 2021 PSUs and exceeded the target level with respect to the 2022 PSUs and 2023 PSUs, resulting in these securities being earned, which securities vest in three equal annual installments beginning on October 9, 2024. As a result of the foregoing, no additional 2021 PSUs may be earned.

Read SEC document
August 09, 2024 Filed Aug 9, 2024 21:27 UTC Zeta Global Holdings Corp. ZETA · Entity 3649 GiftClass A Common Stock 116,789 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-021955 · form4.xml · nonDerivative · entry 1

Greiner Christopher E · CIK 0001631087 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,451,162

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
July 03, 2024 Filed Jul 3, 2024 20:07 UTC Zeta Global Holdings Corp. ZETA · Entity 3649 Exercise / conversionPerformance-Based Restricted Stock Units · Derivative 78,770 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-081504 · ownership.xml · derivative · entry 5

Greiner Christopher E · CIK 0001631087 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,730

Underlying: Class A Common Stock · 78,770 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: On each of August 18, 2021, February 23, 2022 and April 21, 2023, the reporting person was granted an award of performance-based restricted stock units (respectively, the "2021 PSUs," the "2022 PSUs" and the "2023 PSUs", and collectively, the "PSUs"), which are earned in the form of restricted stock units based on the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter. Each PSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. On July 3, 2024, the Issuer determined that the performance conditions exceeded the target level with respect to the 2021 PSUs and were partially met with respect to the 2022 PSUs and 2023 PSUs, resulting in these securities being earned, which securities vest in three equal annual installments beginning on July 3, 2024.

F4 · derivative.exercise_date: Additional PSUs may be earned based upon the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter ending with, and including, the fourth fiscal quarter of (i) 2025, with respect to the 2021 PSUs, (ii) 2026, with respect to the 2022 PSUs, and (iii) 2027, with respect to the 2023 PSUs. To the extent earned, the PSUs vest in three equal annual installments, with the first installment vesting on the date the Company determines the number of PSUs that are eligible to vest for such quarter, and the second and third installments vesting on the first and second anniversaries of such determination date, subject to the reporting person's continued service with the Company through each applicable vesting date. Any unearned PSUs will expire on January 1 of the fifth year following the grant date.

F4 · derivative.expiration_date: Additional PSUs may be earned based upon the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter ending with, and including, the fourth fiscal quarter of (i) 2025, with respect to the 2021 PSUs, (ii) 2026, with respect to the 2022 PSUs, and (iii) 2027, with respect to the 2023 PSUs. To the extent earned, the PSUs vest in three equal annual installments, with the first installment vesting on the date the Company determines the number of PSUs that are eligible to vest for such quarter, and the second and third installments vesting on the first and second anniversaries of such determination date, subject to the reporting person's continued service with the Company through each applicable vesting date. Any unearned PSUs will expire on January 1 of the fifth year following the grant date.

Read SEC document
July 03, 2024 Filed Jul 3, 2024 20:07 UTC Zeta Global Holdings Corp. ZETA · Entity 3649 Exercise / conversionPerformance-Based Restricted Stock Units · Derivative 145,750 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-081504 · ownership.xml · derivative · entry 4

Greiner Christopher E · CIK 0001631087 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 129,250

Underlying: Class A Common Stock · 145,750 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: On each of August 18, 2021, February 23, 2022 and April 21, 2023, the reporting person was granted an award of performance-based restricted stock units (respectively, the "2021 PSUs," the "2022 PSUs" and the "2023 PSUs", and collectively, the "PSUs"), which are earned in the form of restricted stock units based on the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter. Each PSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. On July 3, 2024, the Issuer determined that the performance conditions exceeded the target level with respect to the 2021 PSUs and were partially met with respect to the 2022 PSUs and 2023 PSUs, resulting in these securities being earned, which securities vest in three equal annual installments beginning on July 3, 2024.

F4 · derivative.exercise_date: Additional PSUs may be earned based upon the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter ending with, and including, the fourth fiscal quarter of (i) 2025, with respect to the 2021 PSUs, (ii) 2026, with respect to the 2022 PSUs, and (iii) 2027, with respect to the 2023 PSUs. To the extent earned, the PSUs vest in three equal annual installments, with the first installment vesting on the date the Company determines the number of PSUs that are eligible to vest for such quarter, and the second and third installments vesting on the first and second anniversaries of such determination date, subject to the reporting person's continued service with the Company through each applicable vesting date. Any unearned PSUs will expire on January 1 of the fifth year following the grant date.

F4 · derivative.expiration_date: Additional PSUs may be earned based upon the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter ending with, and including, the fourth fiscal quarter of (i) 2025, with respect to the 2021 PSUs, (ii) 2026, with respect to the 2022 PSUs, and (iii) 2027, with respect to the 2023 PSUs. To the extent earned, the PSUs vest in three equal annual installments, with the first installment vesting on the date the Company determines the number of PSUs that are eligible to vest for such quarter, and the second and third installments vesting on the first and second anniversaries of such determination date, subject to the reporting person's continued service with the Company through each applicable vesting date. Any unearned PSUs will expire on January 1 of the fifth year following the grant date.

Read SEC document
July 03, 2024 Filed Jul 3, 2024 20:07 UTC Zeta Global Holdings Corp. ZETA · Entity 3649 Exercise / conversionPerformance-Based Restricted Stock Units · Derivative 137,800 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-081504 · ownership.xml · derivative · entry 3

Greiner Christopher E · CIK 0001631087 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 137,800 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: On each of August 18, 2021, February 23, 2022 and April 21, 2023, the reporting person was granted an award of performance-based restricted stock units (respectively, the "2021 PSUs," the "2022 PSUs" and the "2023 PSUs", and collectively, the "PSUs"), which are earned in the form of restricted stock units based on the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter. Each PSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. On July 3, 2024, the Issuer determined that the performance conditions exceeded the target level with respect to the 2021 PSUs and were partially met with respect to the 2022 PSUs and 2023 PSUs, resulting in these securities being earned, which securities vest in three equal annual installments beginning on July 3, 2024.

F4 · derivative.exercise_date: Additional PSUs may be earned based upon the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter ending with, and including, the fourth fiscal quarter of (i) 2025, with respect to the 2021 PSUs, (ii) 2026, with respect to the 2022 PSUs, and (iii) 2027, with respect to the 2023 PSUs. To the extent earned, the PSUs vest in three equal annual installments, with the first installment vesting on the date the Company determines the number of PSUs that are eligible to vest for such quarter, and the second and third installments vesting on the first and second anniversaries of such determination date, subject to the reporting person's continued service with the Company through each applicable vesting date. Any unearned PSUs will expire on January 1 of the fifth year following the grant date.

F4 · derivative.expiration_date: Additional PSUs may be earned based upon the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter ending with, and including, the fourth fiscal quarter of (i) 2025, with respect to the 2021 PSUs, (ii) 2026, with respect to the 2022 PSUs, and (iii) 2027, with respect to the 2023 PSUs. To the extent earned, the PSUs vest in three equal annual installments, with the first installment vesting on the date the Company determines the number of PSUs that are eligible to vest for such quarter, and the second and third installments vesting on the first and second anniversaries of such determination date, subject to the reporting person's continued service with the Company through each applicable vesting date. Any unearned PSUs will expire on January 1 of the fifth year following the grant date.

F4 · balance_after: Additional PSUs may be earned based upon the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter ending with, and including, the fourth fiscal quarter of (i) 2025, with respect to the 2021 PSUs, (ii) 2026, with respect to the 2022 PSUs, and (iii) 2027, with respect to the 2023 PSUs. To the extent earned, the PSUs vest in three equal annual installments, with the first installment vesting on the date the Company determines the number of PSUs that are eligible to vest for such quarter, and the second and third installments vesting on the first and second anniversaries of such determination date, subject to the reporting person's continued service with the Company through each applicable vesting date. Any unearned PSUs will expire on January 1 of the fifth year following the grant date.

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July 03, 2024 Filed Jul 3, 2024 20:07 UTC Zeta Global Holdings Corp. ZETA · Entity 3649 Tax withholdingClass A Common Stock 53,109 $17.40 $924,096.60
Disclosure

SEC source: 0000950170-24-081504 · ownership.xml · nonDerivative · entry 2

Greiner Christopher E · CIK 0001631087 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,567,952

F3 · shares: Withholding of shares in satisfaction of taxes due upon the vesting of PSUs under the Issuer's Incentive Award Plan.

Read SEC document
July 03, 2024 Filed Jul 3, 2024 20:07 UTC Zeta Global Holdings Corp. ZETA · Entity 3649 Exercise / conversionClass A Common Stock 404,891 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-081504 · ownership.xml · nonDerivative · entry 1

Greiner Christopher E · CIK 0001631087 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,621,060

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 · balance_after: Share balance includes stock purchased under an Employee Stock Purchase Plan (ESPP) not previously reported.

Read SEC document
May 22, 2024 Filed May 24, 2024 20:46 UTC Zeta Global Holdings Corp. ZETA · Entity 3649 GiftClass A Common Stock 411,655 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-016591 · form4.xml · nonDerivative · entry 1

Greiner Christopher E · CIK 0001631087 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,214,689

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
April 05, 2024 Filed Apr 5, 2024 21:08 UTC Zeta Global Holdings Corp. ZETA · Entity 3649 Exercise / conversionPerformance-based restricted Stock units · Derivative 5,200 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-012600 · form4.xml · derivative · entry 3

Greiner Christopher E · CIK 0001631087 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 137,800

Underlying: Class A Common Stock · 5,200 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.

F4 · derivative.exercise_price: Each PSU represents a contingent right to receive one share of the Issuer's Class A Common Stock.

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 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.

F5 · 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.

F5 · 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.

Read SEC document
April 05, 2024 Filed Apr 5, 2024 21:08 UTC Zeta Global Holdings Corp. ZETA · Entity 3649 Tax withholdingClass A Common Stock 682 $12.23 $8,340.86
Disclosure

SEC source: 0001127602-24-012600 · form4.xml · nonDerivative · entry 2

Greiner Christopher E · CIK 0001631087 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,626,344

F3 · shares: Withholding of shares in satisfaction of taxes due upon the vesting of PSUs under the Registrant's Incentive Award Plan.

F2 · balance_after: Share balance includes stock purchased under an Employee Stock Purchase Plan (ESPP) not previously reported.

Read SEC document
April 05, 2024 Filed Apr 5, 2024 21:08 UTC Zeta Global Holdings Corp. ZETA · Entity 3649 Exercise / conversionClass A Common Stock 5,200 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-012600 · form4.xml · nonDerivative · entry 1

Greiner Christopher E · CIK 0001631087 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,627,026

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 · 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 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 · balance_after: Share balance includes stock purchased under an Employee Stock Purchase Plan (ESPP) not previously reported.

Read SEC document
April 03, 2024 Filed Apr 5, 2024 21:08 UTC Zeta Global Holdings Corp. ZETA · Entity 3649 GrantPerformance-based restricted Stock units · Derivative 537,500 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-012600 · form4.xml · derivative · entry 4

Greiner Christopher E · CIK 0001631087 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 537,500

Underlying: Class A Common Stock · 537,500 shares

Expires not disclosed

F4 · derivative.exercise_price: Each PSU represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F6 · 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.

F6 · 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 21:01 UTC Zeta Global Holdings Corp. ZETA · Entity 3649 GiftClass A Common Stock 506,868 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-028244 · form4.xml · nonDerivative · entry 1

Greiner Christopher E · CIK 0001631087 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,618,993

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 15, 2023 Filed Nov 17, 2023 22:01 UTC Zeta Global Holdings Corp. ZETA · Entity 3649 GrantClass A Common Stock 116,264 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-027864 · form4.xml · nonDerivative · entry 1

Greiner Christopher E · CIK 0001631087 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,125,861

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
August 31, 2023 Filed Sep 1, 2023 21:26 UTC Zeta Global Holdings Corp. ZETA · Entity 3649 GiftClass A Common Stock 503,067 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-023613 · form4.xml · nonDerivative · entry 1

Greiner Christopher E · CIK 0001631087 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,009,597

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
April 21, 2023 Filed Apr 21, 2023 22:42 UTC Zeta Global Holdings Corp. ZETA · Entity 3649 Exercise / conversionPerformance-based restricted Stock units · Derivative 57,000 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-013377 · form4.xml · derivative · entry 5

Greiner Christopher E · CIK 0001631087 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 143,000

Underlying: Class A Common Stock · 57,000 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: Each PSU represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F5 · 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.

F5 · 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.

Read SEC document
April 21, 2023 Filed Apr 21, 2023 22:42 UTC Zeta Global Holdings Corp. ZETA · Entity 3649 GrantPerformance-based restricted Stock units · Derivative 137,500 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-013377 · form4.xml · derivative · entry 4

Greiner Christopher E · CIK 0001631087 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 137,500

Underlying: Class A Common Stock · 137,500 shares

Expires not disclosed

F3 · derivative.exercise_price: Each PSU represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F4 · 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.

F4 · 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 22:42 UTC Zeta Global Holdings Corp. ZETA · Entity 3649 Tax withholdingClass A Common Stock 7,477 $10.38 $77,611.26
Disclosure

SEC source: 0001127602-23-013377 · form4.xml · nonDerivative · entry 3

Greiner Christopher E · CIK 0001631087 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,512,664

F2 · shares: Withholding of shares in satisfaction of taxes due upon the vesting of PSUs under the Registrant's Incentive Award Plan.

Read SEC document
April 21, 2023 Filed Apr 21, 2023 22:42 UTC Zeta Global Holdings Corp. ZETA · Entity 3649 Exercise / conversionClass A Common Stock 57,000 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-013377 · form4.xml · nonDerivative · entry 2

Greiner Christopher E · CIK 0001631087 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,520,141

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.

Read SEC document
April 21, 2023 Filed Apr 21, 2023 22:42 UTC Zeta Global Holdings Corp. ZETA · Entity 3649 GrantClass A Common Stock 300,000 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-013377 · form4.xml · nonDerivative · entry 1

Greiner Christopher E · CIK 0001631087 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,463,141

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 14, 2023 Filed Mar 16, 2023 21:12 UTC Zeta Global Holdings Corp. ZETA · Entity 3649 Tax withholdingClass A Common Stock 7,168 $10.33 $74,045.44
Disclosure

SEC source: 0001127602-23-010458 · form4.xml · nonDerivative · entry 1

Greiner Christopher E · CIK 0001631087 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,163,141

F1 · balance_after: Share balance includes stock purchased under an Employee Stock Purchase Plan (ESPP) not previously reported.

Read SEC document
June 08, 2022 Filed Jun 10, 2022 21:03 UTC Zeta Global Holdings Corp. ZETA · Entity 3649 GiftClass A Common Stock 520,005 $0.00 $0.00
Disclosure

SEC source: 0001127602-22-017253 · form4.xml · nonDerivative · entry 1

Greiner Christopher E · CIK 0001631087 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,168,715

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 · balance_after: Share balance includes stock purchased under an Employee Stock Purchase Plan (ESPP) not previously reported.

Read SEC document
February 23, 2022 Filed Feb 25, 2022 21:22 UTC Zeta Global Holdings Corp. ZETA · Entity 3649 GrantPerformance-based restricted Stock units · Derivative 275,000 $0.00 $0.00
Disclosure

SEC source: 0001127602-22-006786 · form4.xml · derivative · entry 2

Greiner Christopher E · CIK 0001631087 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 275,000

Underlying: Class A Common Stock · 275,000 shares

Expires not disclosed

F3 · derivative.exercise_price: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F4 · derivative.exercise_date: The 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 beginning with the fourth fiscal quarter of 2022 and ending with, and including, the fourth fiscal quarter of 2026. 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, 2027.

F4 · derivative.expiration_date: The 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 beginning with the fourth fiscal quarter of 2022 and ending with, and including, the fourth fiscal quarter of 2026. 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, 2027.

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February 23, 2022 Filed Feb 25, 2022 21:22 UTC Zeta Global Holdings Corp. ZETA · Entity 3649 GrantClass A Common Stock 118,000 $0.00 $0.00
Disclosure

SEC source: 0001127602-22-006786 · form4.xml · nonDerivative · entry 1

Greiner Christopher E · CIK 0001631087 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,687,138

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.

F2 · balance_after: Share balance includes 4,145 shares purchased under an Employee Stock Purchase Plan (ESPP) not previously reported.

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August 18, 2021 Filed Aug 20, 2021 20:30 UTC Zeta Global Holdings Corp. ZETA · Entity 3649 GrantPerformance-based restricted stock units · Derivative 200,000 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-033827 · doc4.xml · derivative · entry 2

Greiner Christopher E · CIK 0001631087 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 200,000

Underlying: Class A Common Stock · 200,000 shares

Expires not disclosed

F2 · derivative.exercise_price: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of the Issuer's Class A Common Stock.

F3 · derivative.exercise_date: The 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 beginning with the second fiscal quarter of 2022 and 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 second and third 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.

F3 · derivative.expiration_date: The 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 beginning with the second fiscal quarter of 2022 and 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 second and third 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.

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August 18, 2021 Filed Aug 20, 2021 20:30 UTC Zeta Global Holdings Corp. ZETA · Entity 3649 GrantClass A Common Stock 75,000 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-033827 · doc4.xml · nonDerivative · entry 1

Greiner Christopher E · CIK 0001631087 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,564,993

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.

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June 14, 2021 Filed Jun 15, 2021 23:50 UTC Zeta Global Holdings Corp. ZETA · Entity 3649 Disposition to issuerClass A Common Stock 192,308 $10.00 $1,923,080.00
Disclosure

SEC source: 0000899243-21-023986 · doc4.xml · nonDerivative · entry 2

Greiner Christopher E · CIK 0001631087 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,489,993

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June 14, 2021 Filed Jun 15, 2021 23:50 UTC Zeta Global Holdings Corp. ZETA · Entity 3649 GrantClass A Common Stock 100,000 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-023986 · doc4.xml · nonDerivative · entry 1

Greiner Christopher E · CIK 0001631087 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,682,301

F1 · shares: Represents an award of restricted stock. Each share of restricted stock entitles the holder to receive one share of Class A Common Stock. The restricted stock vests in sixteen quarterly installments beginning one year after the closing of the Issuer's initial public offering and does not expire.

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March 04, 2020 Filed Mar 6, 2020 00:07 UTC LIVEPERSON INC LPSN · Entity 7365 Tax withholdingCommon Stock 2,608 $24.87 $64,860.96
Disclosure

SEC source: 0001102993-20-000029 · wf-form4_158345321105381.xml · nonDerivative · entry 2

Greiner Christopher E · CIK 0001631087 · EVP, Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 79,721

F3 · shares: Shares withheld in order to cover the reporting person's tax liability incurred in connection with the grant of vested restricted stock units on March 3, 2020.

F2 · balance_after: Number includes 65,000 unvested restricted stock units granted to and held by the reporting person as of the date of this filing.

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March 03, 2020 Filed Mar 6, 2020 00:07 UTC LIVEPERSON INC LPSN · Entity 7365 GrantCommon Stock 7,362 $0.00 $0.00
Disclosure

SEC source: 0001102993-20-000029 · wf-form4_158345321105381.xml · nonDerivative · entry 1

Greiner Christopher E · CIK 0001631087 · EVP, Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 82,329

F1 · shares: The reporting person was granted fully vested restricted stock units in lieu of cash in satisfaction of their annual bonus.

F2 · balance_after: Number includes 65,000 unvested restricted stock units granted to and held by the reporting person as of the date of this filing.

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April 15, 2019 Filed Apr 18, 2019 23:45 UTC LIVEPERSON INC LPSN · Entity 7365 SaleCommon Stock 5,033 $29.66 $149,278.78
Disclosure

SEC source: 0001102993-19-000039 · wf-form4_155563110701595.xml · nonDerivative · entry 2

Greiner Christopher E · CIK 0001631087 · EVP, Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 74,967

F3 · shares: Shares sold in order to cover the reporting person's tax liability incurred in connection with the vesting of the reporting person's restricted stock units on March 19, 2019.

F4 · balance_after: Number reported includes 65,000 unvested restricted stock units granted to and held by the reporting person as of the date of this filing.

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April 11, 2019 Filed Apr 18, 2019 23:45 UTC LIVEPERSON INC LPSN · Entity 7365 GrantCommon Stock · Derivative 40,000 $0.00 Strike: $29.55 $0.00
Disclosure

SEC source: 0001102993-19-000039 · wf-form4_155563110701595.xml · derivative · entry 3

Greiner Christopher E · CIK 0001631087 · EVP, Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,000

Underlying: Common Stock · 40,000 shares

Expires 2029-04-11

F5 · derivative.exercise_date: This stock option, granted under the terms of the LivePerson, Inc. 2009 Stock Incentive Plan, is scheduled to vest 25% on April 11, 2020 and 6.25% each quarter thereafter, subject to the reporting person's employment through each such vesting date.

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April 11, 2019 Filed Apr 18, 2019 23:45 UTC LIVEPERSON INC LPSN · Entity 7365 GrantCommon Stock 20,000 $0.00 $0.00
Disclosure

SEC source: 0001102993-19-000039 · wf-form4_155563110701595.xml · nonDerivative · entry 1

Greiner Christopher E · CIK 0001631087 · EVP, Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 80,000

F1 · shares: The reporting person was granted an award of restricted stock units under the terms of the LivePerson, Inc. 2009 Stock Incentive Plan consisting of a grant of 20,000 restricted stock units, which represents a contingent right to receive one share of common stock. The restricted stock unit award vests as follows: 25% of the units vest on April 11, 2020 and 6.25% of the units vest each quarter thereafter, subject to the reporting person's employment through each such vesting date.

F2 · balance_after: Number reported includes 65,000 unvested restricted stock units granted to and held by the reporting person following the reported transaction.

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March 19, 2018 Filed May 8, 2018 21:00 UTC LIVEPERSON INC LPSN · Entity 7365 GrantStock Option (Right to Buy) · Derivative 100,000 $0.00 Strike: $15.55 $0.00
Disclosure

SEC source: 0001102993-18-000068 · wf-form4_152581321683166.xml · derivative · entry 2

Greiner Christopher E · CIK 0001631087 · EVP, Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 100,000

Underlying: Common Stock · 100,000 shares

Expires 2028-03-19

F3 · derivative.exercise_date: The options vest as follows March 19, 2019, 2020, 2021 and 2022, subject to the reporting person's employment through each such vesting date.

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March 19, 2018 Filed May 8, 2018 21:00 UTC LIVEPERSON INC LPSN · Entity 7365 GrantCommon Stock 60,000 $0.00 $0.00
Disclosure

SEC source: 0001102993-18-000068 · wf-form4_152581321683166.xml · nonDerivative · entry 1

Greiner Christopher E · CIK 0001631087 · EVP, Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 60,000

F1 · shares: The reporting person was granted restricted stock units, each of which represents a contingent right to receive one share of common stock. The restricted stock units vest as follows: 25% on each of March 19, 2019, 2020, 2021, and 2022, subject to the reporting person's employment through each such vesting date.

F2 · balance_after: Number reported includes 60,000 unvested restricted stock units granted to and held by the reporting person as of the date of this filing.

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March 05, 2018 Filed Mar 6, 2018 16:46 UTC Inovalon Holdings, Inc. INOV · Entity 133038 Tax withholdingClass A Common Stock 805 $12.35 $9,941.75
Disclosure

SEC source: 0001619954-18-000036 · edgar.xml · nonDerivative · entry 2

Greiner Christopher E · CIK 0001631087 · Chief Fin. & Oper. Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 475,103

F1 · shares: Shares withheld by Issuer to satisfy tax withholding obligations upon delivery of stock.

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March 05, 2018 Filed Mar 7, 2018 16:23 UTC Inovalon Holdings, Inc. INOV · Entity 133038 Exercise / conversionRestricted Stock Units · Derivative 1,590 $0.00 $0.00
Disclosure

SEC source: 0001619954-18-000046 · edgar.xml · derivative · entry 2

Greiner Christopher E · CIK 0001631087 · Chief Fin.& Oper. Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,178

Underlying: Class A Common Stock · 1,590 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Inovalon Holdings, Inc. Class A Common Stock.

F2 · derivative.exercise_date: On March 5, 2015, the reporting person was granted 7,946 restricted stock units, vesting in five equal installments, beginning on the first anniversary of the grant date.

F2 · derivative.expiration_date: On March 5, 2015, the reporting person was granted 7,946 restricted stock units, vesting in five equal installments, beginning on the first anniversary of the grant date.

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March 05, 2018 Filed Mar 7, 2018 16:23 UTC Inovalon Holdings, Inc. INOV · Entity 133038 Exercise / conversionClass A Common Stock 1,590 Not disclosed Not disclosed
Disclosure

SEC source: 0001619954-18-000046 · edgar.xml · nonDerivative · entry 1

Greiner Christopher E · CIK 0001631087 · Chief Fin.& Oper. Officer · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 476,693

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 · price: Each restricted stock unit represents a contingent right to receive one share of Inovalon Holdings, Inc. Class A Common Stock.

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March 02, 2018 Filed Mar 6, 2018 16:46 UTC Inovalon Holdings, Inc. INOV · Entity 133038 Tax withholdingClass A Common Stock 6,900 $12.15 $83,835.00
Disclosure

SEC source: 0001619954-18-000036 · edgar.xml · nonDerivative · entry 1

Greiner Christopher E · CIK 0001631087 · Chief Fin. & Oper. Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 475,908

F1 · shares: Shares withheld by Issuer to satisfy tax withholding obligations upon delivery of stock.

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February 25, 2018 Filed Feb 27, 2018 17:31 UTC Inovalon Holdings, Inc. INOV · Entity 133038 Tax withholdingClass A Common Stock 887 $11.90 $10,555.30
Disclosure

SEC source: 0001619954-18-000026 · edgar.xml · nonDerivative · entry 1

Greiner Christopher E · CIK 0001631087 · Chief Fin. & Oper. Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 482,808

F1 · shares: Shares withheld by Issuer to satisfy tax withholding obligations upon delivery of stock.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.