Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Zeta Global Holdings Corp.ZETA · Entity 3649 | President | May 20, 2026 | May 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.
Zeta Global Holdings Corp.
Report date May 20, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectBy Evergreen Revocable Trust | 154,430 |
Reported balance
After 2026-05-20 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-05-20 · Gift · Disposed 724,021 · Balance 154,430 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. |
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.
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 |
|---|---|---|---|---|---|---|
| May 20, 2026 Filed May 22, 2026 20:14 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass A Common Stock | 724,021 | $0.00 | $0.00 |
DisclosureSEC source: 0001851003-26-000018 · form4.xml · nonDerivative · entry 1 Gerber Steven H. · CIK 0001861751 · President 10b5-1 filing: No plan indicated Ownership: Indirect · By Evergreen Revocable Trust Disclosed balance after: 154,430 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 14, 2025 Filed Nov 14, 2025 21:16 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass A Common Stock | 684,803 | $0.00 | $0.00 |
DisclosureSEC source: 0001851003-25-000008 · form4.xml · nonDerivative · entry 1 Gerber Steven H. · CIK 0001861751 · President 10b5-1 filing: No plan indicated Ownership: Indirect · By Evergreen Revocable Trust Disclosed balance after: 878,451 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 08, 2025 Filed May 9, 2025 20:45 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass A Common Stock | 1,266,613 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-013871 · form4.xml · nonDerivative · entry 1 Gerber Steven H. · CIK 0001861751 · President 10b5-1 filing: No plan indicated Ownership: Indirect · By Evergreen Revocable Trust Disclosed balance after: 1,563,254 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 | 615,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-021349 · ownership.xml · derivative · entry 2 Gerber Steven H. · CIK 0001861751 · President 10b5-1 filing: No plan indicated Ownership: Indirect · By Evergreen Revocable Trust Disclosed balance after: 0 Underlying: Class A Common Stock · 615,000 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. F1 · derivative.exercise_date: On April 3, 2024, the reporting person was granted an award of performance-based restricted stock units (the "PSUs"), which are earned in the form of restricted stock units based on the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter beginning with the fourth fiscal quarter of 2024 and ending with, and including, the fourth fiscal quarter of 2028. Any unearned portion of the PSUs will expire on January 1, 2029. On February 12, 2025, the Issuer determined that the performance conditions exceeded the target level with respect to the PSUs, resulting in these securities being earned, with 33.33% of such securities vesting on such date of determination and the remainder vesting in equal installments every three months thereafter, subject to the reporting person's continued service with the Company through each applicable vesting date. F1 · derivative.expiration_date: On April 3, 2024, the reporting person was granted an award of performance-based restricted stock units (the "PSUs"), which are earned in the form of restricted stock units based on the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter beginning with the fourth fiscal quarter of 2024 and ending with, and including, the fourth fiscal quarter of 2028. Any unearned portion of the PSUs will expire on January 1, 2029. On February 12, 2025, the Issuer determined that the performance conditions exceeded the target level with respect to the PSUs, resulting in these securities being earned, with 33.33% of such securities vesting on such date of determination and the remainder vesting in equal installments every three months thereafter, subject to the reporting person's continued service with the Company through each applicable vesting date. F1 · balance_after: On April 3, 2024, the reporting person was granted an award of performance-based restricted stock units (the "PSUs"), which are earned in the form of restricted stock units based on the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter beginning with the fourth fiscal quarter of 2024 and ending with, and including, the fourth fiscal quarter of 2028. Any unearned portion of the PSUs will expire on January 1, 2029. On February 12, 2025, the Issuer determined that the performance conditions exceeded the target level with respect to the PSUs, resulting in these securities being earned, with 33.33% of such securities vesting on such date of determination and the remainder vesting in equal installments every three months thereafter, subject to the reporting person's continued service with the Company through each applicable vesting date. F2 · ownership.nature: Securities held by Evergreen Revocable Trust, for which Mr. Gerber serves as trustee and beneficiary. 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 | 1,169,151 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-021349 · ownership.xml · nonDerivative · entry 1 Gerber Steven H. · CIK 0001861751 · President 10b5-1 filing: No plan indicated Ownership: Indirect · By Evergreen Revocable Trust Disclosed balance after: 2,829,867 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: On April 3, 2024, the reporting person was granted an award of performance-based restricted stock units (the "PSUs"), which are earned in the form of restricted stock units based on the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter beginning with the fourth fiscal quarter of 2024 and ending with, and including, the fourth fiscal quarter of 2028. Any unearned portion of the PSUs will expire on January 1, 2029. On February 12, 2025, the Issuer determined that the performance conditions exceeded the target level with respect to the PSUs, resulting in these securities being earned, with 33.33% of such securities vesting on such date of determination and the remainder vesting in equal installments every three months thereafter, subject to the reporting person's continued service with the Company through each applicable vesting date. F2 · ownership.nature: Securities held by Evergreen Revocable Trust, for which Mr. Gerber serves as trustee and beneficiary. Read SEC document |
| December 11, 2024 Filed Dec 13, 2024 21:40 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass A Common Stock | 1,280,095 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-029359 · form4.xml · nonDerivative · entry 1 Gerber Steven H. · CIK 0001861751 · President & COO 10b5-1 filing: No plan indicated Ownership: Indirect · By Evergreen Revocable Trust Disclosed balance after: 1,660,716 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 18, 2024 Filed Nov 18, 2024 16:47 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | PurchaseClass A Common Stock | 13,250 | $18.55 | $245,787.50 |
DisclosureSEC source: 0001127602-24-027429 · form4.xml · nonDerivative · entry 1 Gerber Steven H. · CIK 0001861751 · President & COO 10b5-1 filing: No plan indicated Ownership: Indirect · By Evergreen Revocable Trust Disclosed balance after: 2,940,811 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 | 70,476 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-114345 · ownership.xml · derivative · entry 4 Gerber Steven H. · CIK 0001861751 · President & COO 10b5-1 filing: No plan indicated Ownership: Indirect · By Evergreen Revocable Trust Disclosed balance after: 0 Underlying: Class A Common Stock · 70,476 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: On each of August 18, 2021, February 23, 2022 and April 21, 2023, the reporting person was granted an award of performance-based restricted stock units (respectively, the "2021 PSUs," the "2022 PSUs" and the "2023 PSUs", and collectively, the "PSUs"), which are earned in the form of restricted stock units based on the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter. Each PSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. On October 9, 2024, the Issuer determined that the performance conditions were met at the maximum level with respect to the 2021 PSUs and exceeded the target level with respect to the 2022 PSUs and 2023 PSUs, resulting in these securities being earned, which securities vest in three equal annual installments beginning on October 9, 2024. As a result of the foregoing, no additional 2021 PSUs may be earned. F3 · derivative.exercise_date: Additional PSUs may be earned based upon the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter ending with, and including, the fourth fiscal quarter of (i) 2026, with respect to the 2022 PSUs, and (ii) 2027, with respect to the 2023 PSUs. To the extent earned, the PSUs vest in three equal annual installments, with the first installment vesting on the date the Company determines the number of PSUs that are eligible to vest for such quarter, and the second and third installments vesting on the first and second anniversaries of such determination date, subject to the reporting person's continued service with the Company through each applicable vesting date. Any unearnd PSUs will expire on January 1 of the fifth year following the grant date. F3 · derivative.expiration_date: Additional PSUs may be earned based upon the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter ending with, and including, the fourth fiscal quarter of (i) 2026, with respect to the 2022 PSUs, and (ii) 2027, with respect to the 2023 PSUs. To the extent earned, the PSUs vest in three equal annual installments, with the first installment vesting on the date the Company determines the number of PSUs that are eligible to vest for such quarter, and the second and third installments vesting on the first and second anniversaries of such determination date, subject to the reporting person's continued service with the Company through each applicable vesting date. Any unearnd PSUs will expire on January 1 of the fifth year following the grant date. F3 · balance_after: Additional PSUs may be earned based upon the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter ending with, and including, the fourth fiscal quarter of (i) 2026, with respect to the 2022 PSUs, and (ii) 2027, with respect to the 2023 PSUs. To the extent earned, the PSUs vest in three equal annual installments, with the first installment vesting on the date the Company determines the number of PSUs that are eligible to vest for such quarter, and the second and third installments vesting on the first and second anniversaries of such determination date, subject to the reporting person's continued service with the Company through each applicable vesting date. Any unearnd PSUs will expire on January 1 of the fifth year following the grant date. F2 · ownership.nature: Securities held by Evergreen Revocable Trust, for which Mr. Gerber serves as trustee and beneficiary. 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 | 155,100 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-114345 · ownership.xml · derivative · entry 3 Gerber Steven H. · CIK 0001861751 · President & COO 10b5-1 filing: No plan indicated Ownership: Indirect · By Evergreen Revocable Trust Disclosed balance after: 0 Underlying: Class A Common Stock · 155,100 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: On each of August 18, 2021, February 23, 2022 and April 21, 2023, the reporting person was granted an award of performance-based restricted stock units (respectively, the "2021 PSUs," the "2022 PSUs" and the "2023 PSUs", and collectively, the "PSUs"), which are earned in the form of restricted stock units based on the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter. Each PSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. On October 9, 2024, the Issuer determined that the performance conditions were met at the maximum level with respect to the 2021 PSUs and exceeded the target level with respect to the 2022 PSUs and 2023 PSUs, resulting in these securities being earned, which securities vest in three equal annual installments beginning on October 9, 2024. As a result of the foregoing, no additional 2021 PSUs may be earned. F3 · derivative.exercise_date: Additional PSUs may be earned based upon the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter ending with, and including, the fourth fiscal quarter of (i) 2026, with respect to the 2022 PSUs, and (ii) 2027, with respect to the 2023 PSUs. To the extent earned, the PSUs vest in three equal annual installments, with the first installment vesting on the date the Company determines the number of PSUs that are eligible to vest for such quarter, and the second and third installments vesting on the first and second anniversaries of such determination date, subject to the reporting person's continued service with the Company through each applicable vesting date. Any unearnd PSUs will expire on January 1 of the fifth year following the grant date. F3 · derivative.expiration_date: Additional PSUs may be earned based upon the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter ending with, and including, the fourth fiscal quarter of (i) 2026, with respect to the 2022 PSUs, and (ii) 2027, with respect to the 2023 PSUs. To the extent earned, the PSUs vest in three equal annual installments, with the first installment vesting on the date the Company determines the number of PSUs that are eligible to vest for such quarter, and the second and third installments vesting on the first and second anniversaries of such determination date, subject to the reporting person's continued service with the Company through each applicable vesting date. Any unearnd PSUs will expire on January 1 of the fifth year following the grant date. F3 · balance_after: Additional PSUs may be earned based upon the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter ending with, and including, the fourth fiscal quarter of (i) 2026, with respect to the 2022 PSUs, and (ii) 2027, with respect to the 2023 PSUs. To the extent earned, the PSUs vest in three equal annual installments, with the first installment vesting on the date the Company determines the number of PSUs that are eligible to vest for such quarter, and the second and third installments vesting on the first and second anniversaries of such determination date, subject to the reporting person's continued service with the Company through each applicable vesting date. Any unearnd PSUs will expire on January 1 of the fifth year following the grant date. F2 · ownership.nature: Securities held by Evergreen Revocable Trust, for which Mr. Gerber serves as trustee and beneficiary. Read SEC document |
| October 09, 2024 Filed Oct 11, 2024 20:30 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-114345 · ownership.xml · derivative · entry 2 Gerber Steven H. · CIK 0001861751 · President & COO 10b5-1 filing: No plan indicated Ownership: Indirect · By Evergreen Revocable Trust Disclosed balance after: 0 Underlying: Class A Common Stock · Not disclosed shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: On each of August 18, 2021, February 23, 2022 and April 21, 2023, the reporting person was granted an award of performance-based restricted stock units (respectively, the "2021 PSUs," the "2022 PSUs" and the "2023 PSUs", and collectively, the "PSUs"), which are earned in the form of restricted stock units based on the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter. Each PSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. On October 9, 2024, the Issuer determined that the performance conditions were met at the maximum level with respect to the 2021 PSUs and exceeded the target level with respect to the 2022 PSUs and 2023 PSUs, resulting in these securities being earned, which securities vest in three equal annual installments beginning on October 9, 2024. As a result of the foregoing, no additional 2021 PSUs may be earned. F1 · shares: On each of August 18, 2021, February 23, 2022 and April 21, 2023, the reporting person was granted an award of performance-based restricted stock units (respectively, the "2021 PSUs," the "2022 PSUs" and the "2023 PSUs", and collectively, the "PSUs"), which are earned in the form of restricted stock units based on the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter. Each PSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. On October 9, 2024, the Issuer determined that the performance conditions were met at the maximum level with respect to the 2021 PSUs and exceeded the target level with respect to the 2022 PSUs and 2023 PSUs, resulting in these securities being earned, which securities vest in three equal annual installments beginning on October 9, 2024. As a result of the foregoing, no additional 2021 PSUs may be earned. F1 · derivative.exercise_date: On each of August 18, 2021, February 23, 2022 and April 21, 2023, the reporting person was granted an award of performance-based restricted stock units (respectively, the "2021 PSUs," the "2022 PSUs" and the "2023 PSUs", and collectively, the "PSUs"), which are earned in the form of restricted stock units based on the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter. Each PSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. On October 9, 2024, the Issuer determined that the performance conditions were met at the maximum level with respect to the 2021 PSUs and exceeded the target level with respect to the 2022 PSUs and 2023 PSUs, resulting in these securities being earned, which securities vest in three equal annual installments beginning on October 9, 2024. As a result of the foregoing, no additional 2021 PSUs may be earned. F1 · derivative.expiration_date: On each of August 18, 2021, February 23, 2022 and April 21, 2023, the reporting person was granted an award of performance-based restricted stock units (respectively, the "2021 PSUs," the "2022 PSUs" and the "2023 PSUs", and collectively, the "PSUs"), which are earned in the form of restricted stock units based on the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter. Each PSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. On October 9, 2024, the Issuer determined that the performance conditions were met at the maximum level with respect to the 2021 PSUs and exceeded the target level with respect to the 2022 PSUs and 2023 PSUs, resulting in these securities being earned, which securities vest in three equal annual installments beginning on October 9, 2024. As a result of the foregoing, no additional 2021 PSUs may be earned. F1 · derivative.underlying_shares: On each of August 18, 2021, February 23, 2022 and April 21, 2023, the reporting person was granted an award of performance-based restricted stock units (respectively, the "2021 PSUs," the "2022 PSUs" and the "2023 PSUs", and collectively, the "PSUs"), which are earned in the form of restricted stock units based on the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter. Each PSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. On October 9, 2024, the Issuer determined that the performance conditions were met at the maximum level with respect to the 2021 PSUs and exceeded the target level with respect to the 2022 PSUs and 2023 PSUs, resulting in these securities being earned, which securities vest in three equal annual installments beginning on October 9, 2024. As a result of the foregoing, no additional 2021 PSUs may be earned. F2 · ownership.nature: Securities held by Evergreen Revocable Trust, for which Mr. Gerber serves as trustee and beneficiary. Read SEC document |
| October 09, 2024 Filed Oct 11, 2024 20:30 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | Exercise / conversionClass A Common Stock | 1,006,440 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-114345 · ownership.xml · nonDerivative · entry 1 Gerber Steven H. · CIK 0001861751 · President & COO 10b5-1 filing: No plan indicated Ownership: Indirect · By Evergreen Revocable Trust Disclosed balance after: 2,927,561 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: On each of August 18, 2021, February 23, 2022 and April 21, 2023, the reporting person was granted an award of performance-based restricted stock units (respectively, the "2021 PSUs," the "2022 PSUs" and the "2023 PSUs", and collectively, the "PSUs"), which are earned in the form of restricted stock units based on the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter. Each PSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. On October 9, 2024, the Issuer determined that the performance conditions were met at the maximum level with respect to the 2021 PSUs and exceeded the target level with respect to the 2022 PSUs and 2023 PSUs, resulting in these securities being earned, which securities vest in three equal annual installments beginning on October 9, 2024. As a result of the foregoing, no additional 2021 PSUs may be earned. F2 · ownership.nature: Securities held by Evergreen Revocable Trust, for which Mr. Gerber serves as trustee and beneficiary. Read SEC document |
| August 09, 2024 Filed Aug 9, 2024 21:25 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass A Common Stock | 6,451 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-021954 · form4.xml · nonDerivative · entry 2 Gerber Steven H. · CIK 0001861751 · President & COO 10b5-1 filing: No plan indicated Ownership: Indirect · By Evergreen Revocable Trust Disclosed balance after: 1,921,121 F2 · kind: Represents a transfer to a non-profit organization. Read SEC document |
| August 09, 2024 Filed Aug 9, 2024 21:25 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass A Common Stock | 74,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-021954 · form4.xml · nonDerivative · entry 1 Gerber Steven H. · CIK 0001861751 · President & COO 10b5-1 filing: No plan indicated Ownership: Indirect · By Evergreen Revocable Trust Disclosed balance after: 1,927,572 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 20:06 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 94,524 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-081500 · ownership.xml · derivative · entry 5 Gerber Steven H. · CIK 0001861751 · President & COO 10b5-1 filing: No plan indicated Ownership: Indirect · By Evergreen Revocable Trust Disclosed balance after: 70,476 Underlying: Class A Common Stock · 94,524 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. F2 · ownership.nature: Securities held by Evergreen Revocable Trust, for which Mr. Gerber serves as trustee and beneficiary. Read SEC document |
| July 03, 2024 Filed Jul 3, 2024 20:06 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 174,900 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-081500 · ownership.xml · derivative · entry 4 Gerber Steven H. · CIK 0001861751 · President & COO 10b5-1 filing: No plan indicated Ownership: Indirect · By Evergreen Revocable Trust Disclosed balance after: 155,100 Underlying: Class A Common Stock · 174,900 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. F2 · ownership.nature: Securities held by Evergreen Revocable Trust, for which Mr. Gerber serves as trustee and beneficiary. Read SEC document |
| July 03, 2024 Filed Jul 3, 2024 20:06 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 137,800 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-081500 · ownership.xml · derivative · entry 3 Gerber Steven H. · CIK 0001861751 · President & COO 10b5-1 filing: No plan indicated Ownership: Indirect · By Evergreen Revocable Trust 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. F2 · ownership.nature: Securities held by Evergreen Revocable Trust, for which Mr. Gerber serves as trustee and beneficiary. Read SEC document |
| July 03, 2024 Filed Jul 3, 2024 20:06 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | Tax withholdingClass A Common Stock | 69,479 | $17.40 | $1,208,934.60 |
DisclosureSEC source: 0000950170-24-081500 · ownership.xml · nonDerivative · entry 2 Gerber Steven H. · CIK 0001861751 · President & COO 10b5-1 filing: No plan indicated Ownership: Indirect · By Evergreen Revocable Trust Disclosed balance after: 2,001,573 F3 · shares: Withholding of shares in satisfaction of taxes due upon the vesting of PSUs under the Issuer's Incentive Award Plan. F2 · ownership.nature: Securities held by Evergreen Revocable Trust, for which Mr. Gerber serves as trustee and beneficiary. Read SEC document |
| July 03, 2024 Filed Jul 3, 2024 20:06 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | Exercise / conversionClass A Common Stock | 449,795 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-081500 · ownership.xml · nonDerivative · entry 1 Gerber Steven H. · CIK 0001861751 · President & COO 10b5-1 filing: No plan indicated Ownership: Indirect · By Evergreen Revocable Trust Disclosed balance after: 2,071,052 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: On each of August 18, 2021, February 23, 2022 and April 21, 2023, the reporting person was granted an award of performance-based restricted stock units (respectively, the "2021 PSUs," the "2022 PSUs" and the "2023 PSUs", and collectively, the "PSUs"), which are earned in the form of restricted stock units based on the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter. Each PSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. On July 3, 2024, the Issuer determined that the performance conditions exceeded the target level with respect to the 2021 PSUs and were partially met with respect to the 2022 PSUs and 2023 PSUs, resulting in these securities being earned, which securities vest in three equal annual installments beginning on July 3, 2024. F2 · ownership.nature: Securities held by Evergreen Revocable Trust, for which Mr. Gerber serves as trustee and beneficiary. Read SEC document |
| May 22, 2024 Filed May 24, 2024 20:45 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass A Common Stock | 566,920 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-016589 · form4.xml · nonDerivative · entry 1 Gerber Steven H. · CIK 0001861751 · President & COO 10b5-1 filing: No plan indicated Ownership: Indirect · By Evergreen Revocable Trust Disclosed balance after: 1,621,257 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 21:04 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | Exercise / conversionPerformance-based restricted Stock units · Derivative | 5,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-012599 · form4.xml · derivative · entry 3 Gerber Steven H. · CIK 0001861751 · President & COO 10b5-1 filing: No plan indicated Ownership: Indirect · By Evergreen Revocable Trust 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 performance-based restricted stock unit ("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 units based on the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter. On April 5, 2024, the Issuer determined that the performance conditions had been partially met, resulting in these securities being earned, which securities vest in three equal annual installments beginning on April 5, 2024. 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. F2 · ownership.nature: Securities held by Evergreen Revocable Trust, for which Mr. Gerber serves as trustee and beneficiary. Read SEC document |
| April 05, 2024 Filed Apr 5, 2024 21:04 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | Tax withholdingClass A Common Stock | 804 | $12.23 | $9,832.92 |
DisclosureSEC source: 0001127602-24-012599 · form4.xml · nonDerivative · entry 2 Gerber Steven H. · CIK 0001861751 · President & COO 10b5-1 filing: No plan indicated Ownership: Indirect · By Evergreen Revocable Trust Disclosed balance after: 2,188,177 F3 · shares: Withholding of shares in satisfaction of taxes due upon the vesting of PSUs under the Registrant's Incentive Award Plan. F2 · ownership.nature: Securities held by Evergreen Revocable Trust, for which Mr. Gerber serves as trustee and beneficiary. Read SEC document |
| April 05, 2024 Filed Apr 5, 2024 21:04 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | Exercise / conversionClass A Common Stock | 5,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-012599 · form4.xml · nonDerivative · entry 1 Gerber Steven H. · CIK 0001861751 · President & COO 10b5-1 filing: No plan indicated Ownership: Indirect · By Evergreen Revocable Trust Disclosed balance after: 2,188,981 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: On August 18, 2021, the reporting person was granted an award of performance-based restricted stock units ("PSUs"), which are earned in the form of restricted stock units based on the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter. On April 5, 2024, the Issuer determined that the performance conditions had been partially met, resulting in these securities being earned, which securities vest in three equal annual installments beginning on April 5, 2024. F2 · ownership.nature: Securities held by Evergreen Revocable Trust, for which Mr. Gerber serves as trustee and beneficiary. Read SEC document |
| April 03, 2024 Filed Apr 5, 2024 21:04 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | OtherPerformance-based restricted Stock units · Derivative | 615,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-012599 · form4.xml · derivative · entry 6 Gerber Steven H. · CIK 0001861751 · President & COO 10b5-1 filing: No plan indicated Ownership: Indirect · By Evergreen Revocable Trust Disclosed balance after: 615,000 Underlying: Class A Common Stock · 615,000 shares Expires not disclosed F9 · derivative.exercise_price: Each PSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. F8 · kind: Represents a transfer for no consideration by Mr. Gerber to Evergreen Revocable Trust. F7 · derivative.exercise_date: The PSUs will be earned in the form of restricted stock units based upon the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter beginning with the fourth fiscal quarter of 2024 and ending with, and including, the fourth fiscal quarter of 2028. To the extent earned, 33.33% of the restricted stock units will vest on the date the Company determines the number of restricted stock units that are eligible to be earned for such quarter, and the remaining restricted stock units will vest in equal installments every three months thereafter, subject to the reporting person's continued service with the Company through each applicable vesting date. Any unearned portion of the PSUs are expected to expire on January 1, 2029. F7 · derivative.expiration_date: The PSUs will be earned in the form of restricted stock units based upon the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter beginning with the fourth fiscal quarter of 2024 and ending with, and including, the fourth fiscal quarter of 2028. To the extent earned, 33.33% of the restricted stock units will vest on the date the Company determines the number of restricted stock units that are eligible to be earned for such quarter, and the remaining restricted stock units will vest in equal installments every three months thereafter, subject to the reporting person's continued service with the Company through each applicable vesting date. Any unearned portion of the PSUs are expected to expire on January 1, 2029. F2 · ownership.nature: Securities held by Evergreen Revocable Trust, for which Mr. Gerber serves as trustee and beneficiary. Read SEC document |
| April 03, 2024 Filed Apr 5, 2024 21:04 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | OtherPerformance-based restricted Stock units · Derivative | 615,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-012599 · form4.xml · derivative · entry 5 Gerber Steven H. · CIK 0001861751 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 615,000 shares Expires not disclosed F6 · derivative.exercise_price: Each PSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. F8 · kind: Represents a transfer for no consideration by Mr. Gerber to Evergreen Revocable Trust. F7 · derivative.exercise_date: The PSUs will be earned in the form of restricted stock units based upon the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter beginning with the fourth fiscal quarter of 2024 and ending with, and including, the fourth fiscal quarter of 2028. To the extent earned, 33.33% of the restricted stock units will vest on the date the Company determines the number of restricted stock units that are eligible to be earned for such quarter, and the remaining restricted stock units will vest in equal installments every three months thereafter, subject to the reporting person's continued service with the Company through each applicable vesting date. Any unearned portion of the PSUs are expected to expire on January 1, 2029. F7 · derivative.expiration_date: The PSUs will be earned in the form of restricted stock units based upon the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter beginning with the fourth fiscal quarter of 2024 and ending with, and including, the fourth fiscal quarter of 2028. To the extent earned, 33.33% of the restricted stock units will vest on the date the Company determines the number of restricted stock units that are eligible to be earned for such quarter, and the remaining restricted stock units will vest in equal installments every three months thereafter, subject to the reporting person's continued service with the Company through each applicable vesting date. Any unearned portion of the PSUs are expected to expire on January 1, 2029. Read SEC document |
| April 03, 2024 Filed Apr 5, 2024 21:04 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GrantPerformance-based restricted Stock units · Derivative | 615,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-012599 · form4.xml · derivative · entry 4 Gerber Steven H. · CIK 0001861751 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 615,000 Underlying: Class A Common Stock · 615,000 shares Expires not disclosed F6 · derivative.exercise_price: Each PSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. F7 · derivative.exercise_date: The PSUs will be earned in the form of restricted stock units based upon the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter beginning with the fourth fiscal quarter of 2024 and ending with, and including, the fourth fiscal quarter of 2028. To the extent earned, 33.33% of the restricted stock units will vest on the date the Company determines the number of restricted stock units that are eligible to be earned for such quarter, and the remaining restricted stock units will vest in equal installments every three months thereafter, subject to the reporting person's continued service with the Company through each applicable vesting date. Any unearned portion of the PSUs are expected to expire on January 1, 2029. F7 · derivative.expiration_date: The PSUs will be earned in the form of restricted stock units based upon the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter beginning with the fourth fiscal quarter of 2024 and ending with, and including, the fourth fiscal quarter of 2028. To the extent earned, 33.33% of the restricted stock units will vest on the date the Company determines the number of restricted stock units that are eligible to be earned for such quarter, and the remaining restricted stock units will vest in equal installments every three months thereafter, subject to the reporting person's continued service with the Company through each applicable vesting date. Any unearned portion of the PSUs are expected to expire on January 1, 2029. Read SEC document |
| November 24, 2023 Filed Nov 24, 2023 21:03 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass A Common Stock | 15,796 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-028247 · form4.xml · nonDerivative · entry 2 Gerber Steven H. · CIK 0001861751 · President & COO 10b5-1 filing: No plan indicated Ownership: Indirect · By Evergreen Revocable Trust Disclosed balance after: 2,183,781 F2 · kind: Represents a transfer to a non-profit organization. Read SEC document |
| November 22, 2023 Filed Nov 24, 2023 21:03 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass A Common Stock | 694,526 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-028247 · form4.xml · nonDerivative · entry 1 Gerber Steven H. · CIK 0001861751 · President & COO 10b5-1 filing: No plan indicated Ownership: Indirect · By Evergreen Revocable Trust Disclosed balance after: 2,199,577 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 21:59 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | OtherClass A Common Stock | 137,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-027861 · form4.xml · nonDerivative · entry 3 Gerber Steven H. · CIK 0001861751 · President & COO 10b5-1 filing: No plan indicated Ownership: Indirect · By Evergreen Revocable Trust Disclosed balance after: 2,894,103 F2 · kind: Represents a transfer for no consideration by Mr. Gerber to Evergreen Revocable Trust. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 21:59 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | OtherClass A Common Stock | 137,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-027861 · form4.xml · nonDerivative · entry 2 Gerber Steven H. · CIK 0001861751 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · kind: Represents a transfer for no consideration by Mr. Gerber to Evergreen Revocable Trust. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 21:59 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GrantClass A Common Stock | 137,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-027861 · form4.xml · nonDerivative · entry 1 Gerber Steven H. · CIK 0001861751 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 137,500 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 21:25 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass A Common Stock | 714,572 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-023612 · form4.xml · nonDerivative · entry 1 Gerber Steven H. · CIK 0001861751 · President & COO 10b5-1 filing: No plan indicated Ownership: Indirect · By Evergreen Revocable Trust Disclosed balance after: 2,756,603 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 22:40 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | Exercise / conversionPerformance-based restricted Stock units · Derivative | 57,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-013376 · form4.xml · derivative · entry 9 Gerber Steven H. · CIK 0001861751 · President & COO 10b5-1 filing: No plan indicated Ownership: Indirect · By Evergreen Revocable Trust 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. F5 · derivative.exercise_price: Each PSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. F7 · derivative.exercise_date: The 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. F7 · 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 22:40 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | OtherPerformance-based restricted Stock units · Derivative | 165,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-013376 · form4.xml · derivative · entry 8 Gerber Steven H. · CIK 0001861751 · President & COO 10b5-1 filing: No plan indicated Ownership: Indirect · By Evergreen Revocable Trust Disclosed balance after: 165,000 Underlying: Class A Common Stock · 165,000 shares Expires not disclosed F5 · derivative.exercise_price: Each PSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · kind: Represents a transfer for no consideration by Mr. Gerber to Evergreen Revocable Trust. F6 · 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. F6 · 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 22:40 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | OtherPerformance-based restricted Stock units · Derivative | 165,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-013376 · form4.xml · derivative · entry 7 Gerber Steven H. · CIK 0001861751 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 165,000 shares Expires not disclosed F5 · derivative.exercise_price: Each PSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · kind: Represents a transfer for no consideration by Mr. Gerber to Evergreen Revocable Trust. F6 · 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. F6 · 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 22:40 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GrantPerformance-based restricted Stock units · Derivative | 165,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-013376 · form4.xml · derivative · entry 6 Gerber Steven H. · CIK 0001861751 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 165,000 Underlying: Class A Common Stock · 165,000 shares Expires not disclosed F5 · 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 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. F6 · 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 22:40 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | Tax withholdingClass A Common Stock | 8,805 | $10.38 | $91,395.90 |
DisclosureSEC source: 0001127602-23-013376 · form4.xml · nonDerivative · entry 5 Gerber Steven H. · CIK 0001861751 · President & COO 10b5-1 filing: No plan indicated Ownership: Indirect · By Evergreen Revocable Trust Disclosed balance after: 3,414,175 F4 · 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 22:40 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | Exercise / conversionClass A Common Stock | 57,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-013376 · form4.xml · nonDerivative · entry 4 Gerber Steven H. · CIK 0001861751 · President & COO 10b5-1 filing: No plan indicated Ownership: Indirect · By Evergreen Revocable Trust Disclosed balance after: 3,471,175 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 · shares: On August 18, 2021, the reporting person was granted an award of performance-based restricted stock units ("PSUs"), which are earned in the form of restricted stock based on the volume-weighted average closing price per share of the Issuer's Class A Common Stock during the final 20 consecutive trading days of each fiscal quarter. On April 21, 2023, the Issuer determined that the performance conditions had been partially met, resulting in these securities being earned, which securities vest in three equal annual installments beginning on April 21, 2023. Read SEC document |
| April 21, 2023 Filed Apr 21, 2023 22:40 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | OtherClass A Common Stock | 350,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-013376 · form4.xml · nonDerivative · entry 3 Gerber Steven H. · CIK 0001861751 · President & COO 10b5-1 filing: No plan indicated Ownership: Indirect · By Evergreen Revocable Trust Disclosed balance after: 3,422,980 F2 · kind: Represents a transfer for no consideration by Mr. Gerber to Evergreen Revocable Trust. Read SEC document |
| April 21, 2023 Filed Apr 21, 2023 22:40 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | OtherClass A Common Stock | 350,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-013376 · form4.xml · nonDerivative · entry 2 Gerber Steven H. · CIK 0001861751 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · kind: Represents a transfer for no consideration by Mr. Gerber to Evergreen Revocable Trust. Read SEC document |
| April 21, 2023 Filed Apr 21, 2023 22:40 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GrantClass A Common Stock | 350,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-013376 · form4.xml · nonDerivative · entry 1 Gerber Steven H. · CIK 0001861751 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 350,000 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 21:11 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | Tax withholdingClass A Common Stock | 14,399 | $10.33 | $148,741.67 |
DisclosureSEC source: 0001127602-23-010457 · form4.xml · nonDerivative · entry 1 Gerber Steven H. · CIK 0001861751 · President & COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Evergreen Revocable Trust Disclosed balance after: 3,072,980 Read SEC document |
| June 08, 2022 Filed Jun 10, 2022 21:01 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GiftClass A Common Stock | 723,634 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-017252 · form4.xml · nonDerivative · entry 1 Gerber Steven H. · CIK 0001861751 · President & COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Evergreen Revocable Trust Disclosed balance after: 3,087,379 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 23, 2022 Filed Feb 25, 2022 21:21 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GrantPerformance-based restricted Stock units · Derivative | 330,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-006784 · form4.xml · derivative · entry 2 Gerber Steven H. · CIK 0001861751 · President & COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Evergreen Revocable Trust Disclosed balance after: 330,000 Underlying: Class A Common Stock · 330,000 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 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. 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 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. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 21:21 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GrantClass A Common Stock | 160,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-006784 · form4.xml · nonDerivative · entry 1 Gerber Steven H. · CIK 0001861751 · President & COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Evergreen Revocable Trust Disclosed balance after: 3,811,013 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 |
| August 18, 2021 Filed Aug 20, 2021 20:31 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GrantPerformance-based restricted stock units · Derivative | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-033820 · doc4.xml · derivative · entry 2 Gerber Steven H. · CIK 0001861751 · President & COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Evergreen Revocable Trust 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. Read SEC document |
| August 18, 2021 Filed Aug 20, 2021 20:31 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | GrantClass A Common Stock | 75,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-033820 · doc4.xml · nonDerivative · entry 1 Gerber Steven H. · CIK 0001861751 · President & COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Evergreen Revocable Trust Disclosed balance after: 3,651,013 F1 · shares: Represents restricted stock awarded pursuant to Issuer's 2021 Incentive Award Plan. The restrictions lapse as follows: (a) 25% of the restricted stock vest one year from the grant date, and (b) 75% of the restricted stock shall start vesting one year from the grant date and shall vest in equal quarterly increments until four (4) years from the grant date. Read SEC document |
| June 14, 2021 Filed Jun 15, 2021 23:50 UTC | Zeta Global Holdings Corp. ZETA · Entity 3649 | Disposition to issuerClass A Common Stock | 230,769 | $10.00 | $2,307,690.00 |
DisclosureSEC source: 0000899243-21-023987 · doc4.xml · nonDerivative · entry 2 Gerber Steven H. · CIK 0001861751 · President & COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Evergreen Revocable Trust Disclosed balance after: 3,576,013 Read SEC document |
| 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 |
DisclosureSEC source: 0000899243-21-023987 · doc4.xml · nonDerivative · entry 1 Gerber Steven H. · CIK 0001861751 · President & COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Evergreen Revocable Trust Disclosed balance after: 3,806,782 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. 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.