Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ZoomInfo Technologies Inc.ZI · Entity 1794 | 10% owner | March 03, 2025 | March 04, 2025 |
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 March 03, 2025 · Filed March 04, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,615,914 |
Reported balance
After 2025-03-03 transaction · row 1
1 source rowRow 1 · 2025-03-03 · Sale · Disposed 700 · Balance 7,615,914 F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 7,438,247 |
Reported balance
Holding disclosure · report date 2025-03-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 7,438,247 F2: Reflects the Reporting Person's proportionate pecuniary interest in the securities held directly by DO Holdings (WA) LLC. DO Holdings (WA) LLC is substantially owned by the Reporting Person and Henry Schuck. |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan.
F2: Reflects the Reporting Person's proportionate pecuniary interest in the securities held directly by DO Holdings (WA) LLC. DO Holdings (WA) LLC is substantially owned by the Reporting Person and Henry Schuck.
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 |
|---|---|---|---|---|---|---|
| April 05, 2021 Filed Apr 7, 2021 18:22 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 58,657 | $47.70 | $2,798,144.20 |
DisclosureSEC source: 0001415889-21-001935 · form4-04072021_030439.xml · nonDerivative · entry 3 Brown Kirk Norman · CIK 0001814058 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 11,260 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by DO Holdings (WA), LLC ("DO Holdings") on December 15, 2020. DO Holdings is owned by the Reporting Person and Henry Schuck. The transactions reported in this Form 4 were for the benefit of the Reporting Person. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $47.48 to $48.47, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F2 · ownership.nature: Reflects securities held directly by DO Holdings. Read SEC document |
| April 05, 2021 Filed Apr 7, 2021 18:22 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 116,804 | $47.03 | $5,493,502.37 |
DisclosureSEC source: 0001415889-21-001935 · form4-04072021_030439.xml · nonDerivative · entry 2 Brown Kirk Norman · CIK 0001814058 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 69,917 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by DO Holdings (WA), LLC ("DO Holdings") on December 15, 2020. DO Holdings is owned by the Reporting Person and Henry Schuck. The transactions reported in this Form 4 were for the benefit of the Reporting Person. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $46.48 to $47.47, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F2 · ownership.nature: Reflects securities held directly by DO Holdings. Read SEC document |
| April 05, 2021 Filed Apr 7, 2021 18:22 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | ConversionClass A Common Stock | 186,721 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-21-001935 · form4-04072021_030439.xml · nonDerivative · entry 1 Brown Kirk Norman · CIK 0001814058 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 186,721 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by DO Holdings (WA), LLC ("DO Holdings") on December 15, 2020. DO Holdings is owned by the Reporting Person and Henry Schuck. The transactions reported in this Form 4 were for the benefit of the Reporting Person. F2 · kind: Reflects securities held directly by DO Holdings. F3 · kind: Pursuant to the terms of the limited liability company agreement for ZoomInfo Holdings LLC ("OpCo"), limited liability company units of OpCo ("OpCo Units") and an equal number of shares of the Issuer's Class B common stock ("Class B Common Stock"), together are exchangeable for shares of Issuer's Class A common stock on a one-for-one basis at the discretion of DO Holdings, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share. DO Holdings effected an exchange of 186,721 OpCo Units and an equal number of shares of Class B Common Stock on April 5, 2021. F3 · price: Pursuant to the terms of the limited liability company agreement for ZoomInfo Holdings LLC ("OpCo"), limited liability company units of OpCo ("OpCo Units") and an equal number of shares of the Issuer's Class B common stock ("Class B Common Stock"), together are exchangeable for shares of Issuer's Class A common stock on a one-for-one basis at the discretion of DO Holdings, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share. DO Holdings effected an exchange of 186,721 OpCo Units and an equal number of shares of Class B Common Stock on April 5, 2021. F2 · ownership.nature: Reflects securities held directly by DO Holdings. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 17:59 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | ConversionLLC Units of ZoomInfo Holdings LLC · Derivative | 307,279 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-001884 · form4-04052021_020436.xml · derivative · entry 5 Brown Kirk Norman · CIK 0001814058 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 26,936,558 Underlying: Class A Common Stock · 307,279 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Pursuant to the terms of the limited liability company agreement for ZoomInfo Holdings LLC ("OpCo"), limited liability company units of OpCo ("OpCo Units") and an equal number of shares of the Issuer's Class B common stock ("Class B Common Stock"), together are exchangeable for shares of Issuer's Class A common stock on a one-for-one basis at the discretion of DO Holdings, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share. DO Holdings effected an exchange of 307,279 OpCo Units and an equal number of shares of Class B Common Stock on April 1, 2021. F3 · derivative.exercise_date: Pursuant to the terms of the limited liability company agreement for ZoomInfo Holdings LLC ("OpCo"), limited liability company units of OpCo ("OpCo Units") and an equal number of shares of the Issuer's Class B common stock ("Class B Common Stock"), together are exchangeable for shares of Issuer's Class A common stock on a one-for-one basis at the discretion of DO Holdings, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share. DO Holdings effected an exchange of 307,279 OpCo Units and an equal number of shares of Class B Common Stock on April 1, 2021. F3 · derivative.expiration_date: Pursuant to the terms of the limited liability company agreement for ZoomInfo Holdings LLC ("OpCo"), limited liability company units of OpCo ("OpCo Units") and an equal number of shares of the Issuer's Class B common stock ("Class B Common Stock"), together are exchangeable for shares of Issuer's Class A common stock on a one-for-one basis at the discretion of DO Holdings, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share. DO Holdings effected an exchange of 307,279 OpCo Units and an equal number of shares of Class B Common Stock on April 1, 2021. F7 · balance_after: Reflects the Reporting Person's proportionate pecuniary interest in the securities held directly by DO Holdings following the sales reported in this Form 4. F7 · ownership.nature: Reflects the Reporting Person's proportionate pecuniary interest in the securities held directly by DO Holdings following the sales reported in this Form 4. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 17:59 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 11,858 | $49.95 | $592,323.70 |
DisclosureSEC source: 0001415889-21-001884 · form4-04052021_020436.xml · nonDerivative · entry 4 Brown Kirk Norman · CIK 0001814058 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by DO Holdings (WA), LLC ("DO Holdings") on December 15, 2020. DO Holdings is owned by the Reporting Person and Henry Schuck. The transactions reported in this Form 4 were for the benefit of the Reporting Person. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $49.83 to $50.07, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F2 · ownership.nature: Reflects securities held directly by DO Holdings. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 17:59 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 136,003 | $49.37 | $6,714,984.92 |
DisclosureSEC source: 0001415889-21-001884 · form4-04052021_020436.xml · nonDerivative · entry 3 Brown Kirk Norman · CIK 0001814058 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 11,858 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by DO Holdings (WA), LLC ("DO Holdings") on December 15, 2020. DO Holdings is owned by the Reporting Person and Henry Schuck. The transactions reported in this Form 4 were for the benefit of the Reporting Person. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $48.83 to $49.82, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F2 · ownership.nature: Reflects securities held directly by DO Holdings. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 17:59 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 159,418 | $48.18 | $7,681,396.91 |
DisclosureSEC source: 0001415889-21-001884 · form4-04052021_020436.xml · nonDerivative · entry 2 Brown Kirk Norman · CIK 0001814058 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 147,861 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by DO Holdings (WA), LLC ("DO Holdings") on December 15, 2020. DO Holdings is owned by the Reporting Person and Henry Schuck. The transactions reported in this Form 4 were for the benefit of the Reporting Person. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $47.83 to $48.82, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F2 · ownership.nature: Reflects securities held directly by DO Holdings. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 17:59 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | ConversionClass A Common Stock | 307,279 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-21-001884 · form4-04052021_020436.xml · nonDerivative · entry 1 Brown Kirk Norman · CIK 0001814058 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 307,279 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by DO Holdings (WA), LLC ("DO Holdings") on December 15, 2020. DO Holdings is owned by the Reporting Person and Henry Schuck. The transactions reported in this Form 4 were for the benefit of the Reporting Person. F2 · kind: Reflects securities held directly by DO Holdings. F3 · kind: Pursuant to the terms of the limited liability company agreement for ZoomInfo Holdings LLC ("OpCo"), limited liability company units of OpCo ("OpCo Units") and an equal number of shares of the Issuer's Class B common stock ("Class B Common Stock"), together are exchangeable for shares of Issuer's Class A common stock on a one-for-one basis at the discretion of DO Holdings, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share. DO Holdings effected an exchange of 307,279 OpCo Units and an equal number of shares of Class B Common Stock on April 1, 2021. F3 · price: Pursuant to the terms of the limited liability company agreement for ZoomInfo Holdings LLC ("OpCo"), limited liability company units of OpCo ("OpCo Units") and an equal number of shares of the Issuer's Class B common stock ("Class B Common Stock"), together are exchangeable for shares of Issuer's Class A common stock on a one-for-one basis at the discretion of DO Holdings, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share. DO Holdings effected an exchange of 307,279 OpCo Units and an equal number of shares of Class B Common Stock on April 1, 2021. F2 · ownership.nature: Reflects securities held directly by DO Holdings. Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 20:08 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | ConversionLLC Units of ZoomInfo Holdings LLC · Derivative | 494,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-21-013828 · ownership.xml · derivative · entry 11 Brown Kirk Norman · CIK 0001814058 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 27,243,837 Underlying: Class A Common Stock · 494,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Pursuant to the terms of the limited liability company agreement for ZoomInfo Holdings LLC ("OpCo"), limited liability company units of OpCo ("OpCo Units") and an equal number of shares of the Issuer's Class B common stock ("Class B Common Stock"), together are exchangeable for shares of Issuer's Class A common stock on a one-for-one basis at the discretion of DO Holdings, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share. DO Holdings effected an exchange of 494,000 OpCo Units and an equal number of shares of Class B Common Stock on March 3, 2021. F3 · derivative.exercise_date: Pursuant to the terms of the limited liability company agreement for ZoomInfo Holdings LLC ("OpCo"), limited liability company units of OpCo ("OpCo Units") and an equal number of shares of the Issuer's Class B common stock ("Class B Common Stock"), together are exchangeable for shares of Issuer's Class A common stock on a one-for-one basis at the discretion of DO Holdings, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share. DO Holdings effected an exchange of 494,000 OpCo Units and an equal number of shares of Class B Common Stock on March 3, 2021. F3 · derivative.expiration_date: Pursuant to the terms of the limited liability company agreement for ZoomInfo Holdings LLC ("OpCo"), limited liability company units of OpCo ("OpCo Units") and an equal number of shares of the Issuer's Class B common stock ("Class B Common Stock"), together are exchangeable for shares of Issuer's Class A common stock on a one-for-one basis at the discretion of DO Holdings, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share. DO Holdings effected an exchange of 494,000 OpCo Units and an equal number of shares of Class B Common Stock on March 3, 2021. F13 · balance_after: Reflects the Reporting Person's proportionate pecuniary interest in the securities held directly by DO Holdings following the sales reported in this Form 4. The Reporting Person previously reported the aggregate number of securities held by DO Holdings. F13 · ownership.nature: Reflects the Reporting Person's proportionate pecuniary interest in the securities held directly by DO Holdings following the sales reported in this Form 4. The Reporting Person previously reported the aggregate number of securities held by DO Holdings. Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 20:08 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 2,700 | $55.41 | $149,609.97 |
DisclosureSEC source: 0001213900-21-013828 · ownership.xml · nonDerivative · entry 10 Brown Kirk Norman · CIK 0001814058 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by DO Holdings (WA), LLC ("DO Holdings") on December 15, 2020. DO Holdings is owned by the Reporting Person and Henry Schuck. The transactions reported in this Form 4 were for the benefit of the Reporting Person. F12 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $55.39 to $55.42, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F2 · ownership.nature: Reflects securities held directly by DO Holdings. Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 20:08 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 20,315 | $54.80 | $1,113,298.57 |
DisclosureSEC source: 0001213900-21-013828 · ownership.xml · nonDerivative · entry 9 Brown Kirk Norman · CIK 0001814058 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 2,700 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by DO Holdings (WA), LLC ("DO Holdings") on December 15, 2020. DO Holdings is owned by the Reporting Person and Henry Schuck. The transactions reported in this Form 4 were for the benefit of the Reporting Person. F11 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $54.36 to $55.27, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F2 · ownership.nature: Reflects securities held directly by DO Holdings. Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 20:08 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 19,264 | $54.17 | $1,043,517.40 |
DisclosureSEC source: 0001213900-21-013828 · ownership.xml · nonDerivative · entry 8 Brown Kirk Norman · CIK 0001814058 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 23,015 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by DO Holdings (WA), LLC ("DO Holdings") on December 15, 2020. DO Holdings is owned by the Reporting Person and Henry Schuck. The transactions reported in this Form 4 were for the benefit of the Reporting Person. F10 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $53.36 to $54.34, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F2 · ownership.nature: Reflects securities held directly by DO Holdings. Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 20:08 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 14,643 | $52.52 | $769,104.54 |
DisclosureSEC source: 0001213900-21-013828 · ownership.xml · nonDerivative · entry 7 Brown Kirk Norman · CIK 0001814058 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 42,279 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by DO Holdings (WA), LLC ("DO Holdings") on December 15, 2020. DO Holdings is owned by the Reporting Person and Henry Schuck. The transactions reported in this Form 4 were for the benefit of the Reporting Person. F9 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $52.29 to $53.25, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F2 · ownership.nature: Reflects securities held directly by DO Holdings. Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 20:08 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 34,280 | $51.63 | $1,770,013.52 |
DisclosureSEC source: 0001213900-21-013828 · ownership.xml · nonDerivative · entry 6 Brown Kirk Norman · CIK 0001814058 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 56,922 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by DO Holdings (WA), LLC ("DO Holdings") on December 15, 2020. DO Holdings is owned by the Reporting Person and Henry Schuck. The transactions reported in this Form 4 were for the benefit of the Reporting Person. F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $51.27 to $52.23, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F2 · ownership.nature: Reflects securities held directly by DO Holdings. Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 20:08 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 83,055 | $50.85 | $4,223,662.36 |
DisclosureSEC source: 0001213900-21-013828 · ownership.xml · nonDerivative · entry 5 Brown Kirk Norman · CIK 0001814058 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 91,202 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by DO Holdings (WA), LLC ("DO Holdings") on December 15, 2020. DO Holdings is owned by the Reporting Person and Henry Schuck. The transactions reported in this Form 4 were for the benefit of the Reporting Person. F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $50.27 to $51.26, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F2 · ownership.nature: Reflects securities held directly by DO Holdings. Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 20:08 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 67,836 | $49.76 | $3,375,465.09 |
DisclosureSEC source: 0001213900-21-013828 · ownership.xml · nonDerivative · entry 4 Brown Kirk Norman · CIK 0001814058 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 174,257 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by DO Holdings (WA), LLC ("DO Holdings") on December 15, 2020. DO Holdings is owned by the Reporting Person and Henry Schuck. The transactions reported in this Form 4 were for the benefit of the Reporting Person. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $49.26 to $50.25, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F2 · ownership.nature: Reflects securities held directly by DO Holdings. Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 20:08 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 73,304 | $48.71 | $3,570,865.08 |
DisclosureSEC source: 0001213900-21-013828 · ownership.xml · nonDerivative · entry 3 Brown Kirk Norman · CIK 0001814058 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 242,093 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by DO Holdings (WA), LLC ("DO Holdings") on December 15, 2020. DO Holdings is owned by the Reporting Person and Henry Schuck. The transactions reported in this Form 4 were for the benefit of the Reporting Person. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $48.26 to $49.25, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F2 · ownership.nature: Reflects securities held directly by DO Holdings. Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 20:08 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 178,603 | $47.75 | $8,528,096.79 |
DisclosureSEC source: 0001213900-21-013828 · ownership.xml · nonDerivative · entry 2 Brown Kirk Norman · CIK 0001814058 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 315,397 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by DO Holdings (WA), LLC ("DO Holdings") on December 15, 2020. DO Holdings is owned by the Reporting Person and Henry Schuck. The transactions reported in this Form 4 were for the benefit of the Reporting Person. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $47.26 to $48.25, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F2 · ownership.nature: Reflects securities held directly by DO Holdings. Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 20:08 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | ConversionClass A Common Stock | 494,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001213900-21-013828 · ownership.xml · nonDerivative · entry 1 Brown Kirk Norman · CIK 0001814058 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 494,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by DO Holdings (WA), LLC ("DO Holdings") on December 15, 2020. DO Holdings is owned by the Reporting Person and Henry Schuck. The transactions reported in this Form 4 were for the benefit of the Reporting Person. F2 · kind: Reflects securities held directly by DO Holdings. F3 · kind: Pursuant to the terms of the limited liability company agreement for ZoomInfo Holdings LLC ("OpCo"), limited liability company units of OpCo ("OpCo Units") and an equal number of shares of the Issuer's Class B common stock ("Class B Common Stock"), together are exchangeable for shares of Issuer's Class A common stock on a one-for-one basis at the discretion of DO Holdings, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share. DO Holdings effected an exchange of 494,000 OpCo Units and an equal number of shares of Class B Common Stock on March 3, 2021. F3 · price: Pursuant to the terms of the limited liability company agreement for ZoomInfo Holdings LLC ("OpCo"), limited liability company units of OpCo ("OpCo Units") and an equal number of shares of the Issuer's Class B common stock ("Class B Common Stock"), together are exchangeable for shares of Issuer's Class A common stock on a one-for-one basis at the discretion of DO Holdings, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share. DO Holdings effected an exchange of 494,000 OpCo Units and an equal number of shares of Class B Common Stock on March 3, 2021. F2 · ownership.nature: Reflects securities held directly by DO Holdings. Read SEC document |
| December 15, 2020 Filed Feb 16, 2021 21:15 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | GiftLLC Units of ZoomInfo Holdings LLC · Derivative | 434,094 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-006790 · doc5.xml · derivative · entry 1 Brown Kirk Norman · CIK 0001814058 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 58,647,878 Underlying: Class A Common Stock · 434,094 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the terms of the limited liability company agreement for ZoomInfo Holdings LLC ("OpCo"), limited liability company units of OpCo ("OpCo Units") and an equal number of shares of the Issuer's Class B common stock ("Class B Common Stock") together are exchangeable for shares of Issuer's Class A common stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share. F2 · shares: Represents the estimated change in the Reporting Person's economic interest resulting from a gift of DO Holdings (WA), LLC. F1 · derivative.exercise_date: Pursuant to the terms of the limited liability company agreement for ZoomInfo Holdings LLC ("OpCo"), limited liability company units of OpCo ("OpCo Units") and an equal number of shares of the Issuer's Class B common stock ("Class B Common Stock") together are exchangeable for shares of Issuer's Class A common stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share. F1 · derivative.expiration_date: Pursuant to the terms of the limited liability company agreement for ZoomInfo Holdings LLC ("OpCo"), limited liability company units of OpCo ("OpCo Units") and an equal number of shares of the Issuer's Class B common stock ("Class B Common Stock") together are exchangeable for shares of Issuer's Class A common stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. These exchange rights do not expire. Shares of Class B Common Stock have no economic value and have 10 votes per share. F2 · derivative.underlying_shares: Represents the estimated change in the Reporting Person's economic interest resulting from a gift of DO Holdings (WA), LLC. F3 · ownership.nature: Reflects securities held directly by DO Holdings (WA), LLC. DO Holdings (WA), LLC is owned by Henry Schuck and Kirk Norman Brown. The Reporting Person may be deemed to share voting and dispositive power over the securities held by DO Holdings (WA), LLC. The Reporting Person disclaims beneficial ownership of the securities reported herein as indirectly beneficially owned, except to the extent of his pecuniary interest therein. 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.