Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ZoomInfo Technologies Inc.GTM · Entity 1794 | Director | May 14, 2026 | May 18, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
ZoomInfo Technologies Inc.
Report date May 14, 2026 · Filed May 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 48,130 |
Reported balance
After 2026-05-14 transaction · row 1
1 source rowRow 1 · 2026-05-14 · Exercise / conversion · Acquired 19,551 · Balance 48,130 F1: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-14 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-14 · Exercise / conversion · Disposed 19,551 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. F2: These restricted stock units vested on May 14, 2026, the date of the Issuer's annual meeting of stockholders. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 51,283 |
Reported balance
After 2026-05-14 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-14 · Grant · Acquired 51,283 · Balance 51,283 F1: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. F3: These restricted stock units shall vest on the earlier of May 14, 2027, or the date of the Issuer's next annual meeting of stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer.
F2: These restricted stock units vested on May 14, 2026, the date of the Issuer's annual meeting of stockholders.
F3: These restricted stock units shall vest on the earlier of May 14, 2027, or the date of the Issuer's next annual meeting of stockholders.
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 14, 2026 Filed May 18, 2026 16:26 UTC | ZoomInfo Technologies Inc. GTM · Entity 1794 | GrantRestricted Stock Units · Derivative | 51,283 | $0.00 | $0.00 |
DisclosureSEC source: 0001813129-26-000002 · wk-form4_1779135983.xml · derivative · entry 3 Evans Ashley · CIK 0001813129 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,283 Underlying: Common Stock · 51,283 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. F3 · derivative.exercise_date: These restricted stock units shall vest on the earlier of May 14, 2027, or the date of the Issuer's next annual meeting of stockholders. F3 · derivative.expiration_date: These restricted stock units shall vest on the earlier of May 14, 2027, or the date of the Issuer's next annual meeting of stockholders. Read SEC document |
| May 14, 2026 Filed May 18, 2026 16:26 UTC | ZoomInfo Technologies Inc. GTM · Entity 1794 | Exercise / conversionRestricted Stock Units · Derivative | 19,551 | $0.00 | $0.00 |
DisclosureSEC source: 0001813129-26-000002 · wk-form4_1779135983.xml · derivative · entry 2 Evans Ashley · CIK 0001813129 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 19,551 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. F2 · derivative.exercise_date: These restricted stock units vested on May 14, 2026, the date of the Issuer's annual meeting of stockholders. F2 · derivative.expiration_date: These restricted stock units vested on May 14, 2026, the date of the Issuer's annual meeting of stockholders. Read SEC document |
| May 14, 2026 Filed May 18, 2026 16:26 UTC | ZoomInfo Technologies Inc. GTM · Entity 1794 | Exercise / conversionCommon Stock | 19,551 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001813129-26-000002 · wk-form4_1779135983.xml · nonDerivative · entry 1 Evans Ashley · CIK 0001813129 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,130 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. F1 · price: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. Read SEC document |
| May 14, 2025 Filed May 16, 2025 16:12 UTC | ZoomInfo Technologies Inc. GTM · Entity 1794 | GrantRestricted Stock Units · Derivative | 19,551 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-25-000118 · wk-form4_1747426363.xml · derivative · entry 3 Evans Ashley · CIK 0001813129 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,551 Underlying: Common Stock · 19,551 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. F3 · derivative.exercise_date: These restricted stock units shall vest on the earlier of May 14, 2026, or the date of the Issuer's next annual meeting of stockholders. F3 · derivative.expiration_date: These restricted stock units shall vest on the earlier of May 14, 2026, or the date of the Issuer's next annual meeting of stockholders. Read SEC document |
| May 14, 2025 Filed May 16, 2025 16:12 UTC | ZoomInfo Technologies Inc. GTM · Entity 1794 | Exercise / conversionRestricted Stock Units · Derivative | 15,187 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-25-000118 · wk-form4_1747426363.xml · derivative · entry 2 Evans Ashley · CIK 0001813129 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,187 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. F2 · derivative.exercise_date: These restricted stock units vested on May 14, 2025, the date of the Issuer's annual meeting of stockholders. F2 · derivative.expiration_date: These restricted stock units vested on May 14, 2025, the date of the Issuer's annual meeting of stockholders. Read SEC document |
| May 14, 2025 Filed May 16, 2025 16:12 UTC | ZoomInfo Technologies Inc. GTM · Entity 1794 | Exercise / conversionCommon Stock | 15,187 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-25-000118 · wk-form4_1747426363.xml · nonDerivative · entry 1 Evans Ashley · CIK 0001813129 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,579 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. F1 · price: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. Read SEC document |
| May 15, 2024 Filed May 17, 2024 17:37 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | GrantRestricted Stock Units · Derivative | 15,187 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-24-000093 · wk-form4_1715981828.xml · derivative · entry 3 Evans Ashley · CIK 0001813129 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,187 Underlying: Common Stock · 15,187 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. F3 · derivative.exercise_date: These restricted stock units shall vest on the earlier of May 15, 2025 or the date of the Issuer's next annual meeting of stockholders. F3 · derivative.expiration_date: These restricted stock units shall vest on the earlier of May 15, 2025 or the date of the Issuer's next annual meeting of stockholders. Read SEC document |
| May 15, 2024 Filed May 17, 2024 17:37 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionRestricted Stock Units · Derivative | 8,893 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-24-000093 · wk-form4_1715981828.xml · derivative · entry 2 Evans Ashley · CIK 0001813129 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,893 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. F2 · derivative.exercise_date: These restricted stock units vested on May 15, 2024, the date of the Issuer's annual meeting of stockholders. F2 · derivative.expiration_date: These restricted stock units vested on May 15, 2024, the date of the Issuer's annual meeting of stockholders. Read SEC document |
| May 15, 2024 Filed May 17, 2024 17:37 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionCommon Stock | 8,893 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-24-000093 · wk-form4_1715981828.xml · nonDerivative · entry 1 Evans Ashley · CIK 0001813129 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,392 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. F1 · price: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. Read SEC document |
| May 17, 2023 Filed May 19, 2023 16:18 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | GrantRestricted Stock Units · Derivative | 8,893 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-23-000101 · wf-form4_168452748497326.xml · derivative · entry 3 Evans Ashley · CIK 0001813129 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,893 Underlying: Common Stock · 8,893 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. F3 · derivative.exercise_date: These restricted stock units shall vest on the earlier of May 17, 2024 or the date of the Issuer's next annual meeting of stockholders. F3 · derivative.expiration_date: These restricted stock units shall vest on the earlier of May 17, 2024 or the date of the Issuer's next annual meeting of stockholders. Read SEC document |
| May 17, 2023 Filed May 19, 2023 16:18 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionRestricted Stock Units · Derivative | 4,499 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-23-000101 · wf-form4_168452748497326.xml · derivative · entry 2 Evans Ashley · CIK 0001813129 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,499 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. F2 · derivative.exercise_date: These restricted stock units vested on May 17, 2023, the date of the Issuer's annual meeting of stockholders. F2 · derivative.expiration_date: These restricted stock units vested on May 17, 2023, the date of the Issuer's annual meeting of stockholders. Read SEC document |
| May 17, 2023 Filed May 19, 2023 16:18 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionCommon Stock | 4,499 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-23-000101 · wf-form4_168452748497326.xml · nonDerivative · entry 1 Evans Ashley · CIK 0001813129 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,499 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. F1 · price: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. Read SEC document |
| July 28, 2022 Filed Aug 1, 2022 17:39 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | GrantRestricted Stock Units · Derivative | 4,499 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-22-000134 · wf-form4_165938992443604.xml · derivative · entry 1 Evans Ashley · CIK 0001813129 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,499 Underlying: Common Stock · 4,499 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. F2 · derivative.exercise_date: These restricted stock units shall vest on the earlier of May 17, 2023 or the date of the Issuer's next annual meeting of stockholders. F2 · derivative.expiration_date: These restricted stock units shall vest on the earlier of May 17, 2023 or the date of the Issuer's next annual meeting of stockholders. 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.