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Gerber Steven H.

Disclosed activity across 1 company

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44783
SEC CIK
0001861751

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Zeta Global Holdings Corp.ZETA · Entity 3649PresidentMay 20, 2026May 22, 2026

Disclosed balances

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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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeIndirectBy Evergreen Revocable Trust154,430 Reported balance After 2026-05-20 transaction · row 1 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 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

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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 20:14 UTC Zeta Global Holdings Corp. ZETA · Entity 3649 GiftClass A Common Stock 724,021 $0.00 $0.00
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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 230,769 $10.00 $2,307,690.00
Disclosure

SEC 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
Disclosure

SEC 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.

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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.