Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ZoomInfo Technologies Inc.ZI · Entity 1794 | Chief Financial Officer | September 01, 2024 | September 05, 2024 |
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 September 01, 2024 · Filed September 05, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,326,453 |
Reported balance
After 2024-09-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-09-01 · Exercise / conversion · Acquired 8,571 · Balance 1,326,453 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F2: Includes shares acquired under the ZoomInfo Technologies Inc. Employee Stock Purchase Plan based upon the most current data available. |
| Common StockSEC Table I · non-derivative | Direct | 1,327,141 |
Reported balance
After 2024-09-01 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2024-09-01 · Exercise / conversion · Acquired 688 · Balance 1,327,141 F3: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting settled into shares of Common Stock on a one-for-one basis. |
| Common StockSEC Table I · non-derivative | Direct | 1,323,718 |
Reported balance
After 2024-09-01 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2024-09-01 · Tax withholding · Disposed 3,423 · Balance 1,323,718 F4: Reflects shares withheld to cover the Reporting Person's tax liability in connection with the vesting of the restricted stock units reported herein. |
| Common StockSEC Table I · non-derivative | Direct | 1,323,443 |
Reported balance
After 2024-09-01 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2024-09-01 · Tax withholding · Disposed 275 · Balance 1,323,443 F5: Reflects shares withheld to cover the Reporting Person's tax liability in connection with the vesting of the HSKB Phantom Units reported herein. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 51,427 |
Reported balance
After 2024-09-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2024-09-01 · Exercise / conversion · Disposed 8,571 · Balance 51,427 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F6: The Reporting Person received an original grant of 137,137 restricted stock units, which vest as follows: (a) 25% on March 1, 2023; and (b) the remaining 75% in equal quarterly installments during the 36 months following March 1, 2023. |
| HSKB Phantom UnitsSEC Table II · derivative / convertible security | Direct | 5,505 |
Reported balance
After 2024-09-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2024-09-01 · Exercise / conversion · Disposed 688 · Balance 5,505 F3: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting settled into shares of Common Stock on a one-for-one basis. F7: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that, upon vesting, will settle in cash or into shares of Common Stock, or a combination thereof at the Issuer's discretion. These HSKB Phantom Units vest as follows: (a) 25% of such HSKB Phantom Units on September 1, 2023; and (b) the remaining 75% of such HSKB Phantom Units in equal quarterly installments over the three-year period following September 1, 2023, in each case, subject to a continued service relationship through such vesting dates, subject to potential accelerated vesting upon certain change in control events. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock.
F2: Includes shares acquired under the ZoomInfo Technologies Inc. Employee Stock Purchase Plan based upon the most current data available.
F3: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting settled into shares of Common Stock on a one-for-one basis.
F4: Reflects shares withheld to cover the Reporting Person's tax liability in connection with the vesting of the restricted stock units reported herein.
F5: Reflects shares withheld to cover the Reporting Person's tax liability in connection with the vesting of the HSKB Phantom Units reported herein.
F6: The Reporting Person received an original grant of 137,137 restricted stock units, which vest as follows: (a) 25% on March 1, 2023; and (b) the remaining 75% in equal quarterly installments during the 36 months following March 1, 2023.
F7: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that, upon vesting, will settle in cash or into shares of Common Stock, or a combination thereof at the Issuer's discretion. These HSKB Phantom Units vest as follows: (a) 25% of such HSKB Phantom Units on September 1, 2023; and (b) the remaining 75% of such HSKB Phantom Units in equal quarterly installments over the three-year period following September 1, 2023, in each case, subject to a continued service relationship through such vesting dates, subject to potential accelerated vesting upon certain change in control events.
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 |
|---|---|---|---|---|---|---|
| September 01, 2024 Filed Sep 5, 2024 08:39 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionHSKB Phantom Units · Derivative | 688 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-24-000153 · wk-form4_1725539960.xml · derivative · entry 6 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,505 Underlying: Common Stock · 688 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: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting settled into shares of Common Stock on a one-for-one basis. F3 · kind: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting settled into shares of Common Stock on a one-for-one basis. F7 · derivative.exercise_date: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that, upon vesting, will settle in cash or into shares of Common Stock, or a combination thereof at the Issuer's discretion. These HSKB Phantom Units vest as follows: (a) 25% of such HSKB Phantom Units on September 1, 2023; and (b) the remaining 75% of such HSKB Phantom Units in equal quarterly installments over the three-year period following September 1, 2023, in each case, subject to a continued service relationship through such vesting dates, subject to potential accelerated vesting upon certain change in control events. F7 · derivative.expiration_date: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that, upon vesting, will settle in cash or into shares of Common Stock, or a combination thereof at the Issuer's discretion. These HSKB Phantom Units vest as follows: (a) 25% of such HSKB Phantom Units on September 1, 2023; and (b) the remaining 75% of such HSKB Phantom Units in equal quarterly installments over the three-year period following September 1, 2023, in each case, subject to a continued service relationship through such vesting dates, subject to potential accelerated vesting upon certain change in control events. Read SEC document |
| September 01, 2024 Filed Sep 5, 2024 08:39 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionRestricted Stock Units · Derivative | 8,571 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-24-000153 · wk-form4_1725539960.xml · derivative · entry 5 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,427 Underlying: Common Stock · 8,571 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 the Issuer's Common Stock. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F6 · derivative.exercise_date: The Reporting Person received an original grant of 137,137 restricted stock units, which vest as follows: (a) 25% on March 1, 2023; and (b) the remaining 75% in equal quarterly installments during the 36 months following March 1, 2023. F6 · derivative.expiration_date: The Reporting Person received an original grant of 137,137 restricted stock units, which vest as follows: (a) 25% on March 1, 2023; and (b) the remaining 75% in equal quarterly installments during the 36 months following March 1, 2023. Read SEC document |
| September 01, 2024 Filed Sep 5, 2024 08:39 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Tax withholdingCommon Stock | 275 | $9.89 | $2,719.75 |
DisclosureSEC source: 0001794515-24-000153 · wk-form4_1725539960.xml · nonDerivative · entry 4 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,323,443 F5 · kind: Reflects shares withheld to cover the Reporting Person's tax liability in connection with the vesting of the HSKB Phantom Units reported herein. Read SEC document |
| September 01, 2024 Filed Sep 5, 2024 08:39 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Tax withholdingCommon Stock | 3,423 | $9.89 | $33,853.47 |
DisclosureSEC source: 0001794515-24-000153 · wk-form4_1725539960.xml · nonDerivative · entry 3 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,323,718 F4 · kind: Reflects shares withheld to cover the Reporting Person's tax liability in connection with the vesting of the restricted stock units reported herein. Read SEC document |
| September 01, 2024 Filed Sep 5, 2024 08:39 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionCommon Stock | 688 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-24-000153 · wk-form4_1725539960.xml · nonDerivative · entry 2 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,327,141 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · kind: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting settled into shares of Common Stock on a one-for-one basis. F3 · price: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting settled into shares of Common Stock on a one-for-one basis. Read SEC document |
| September 01, 2024 Filed Sep 5, 2024 08:39 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionCommon Stock | 8,571 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-24-000153 · wk-form4_1725539960.xml · nonDerivative · entry 1 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,326,453 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 the Issuer's Common Stock. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F2 · balance_after: Includes shares acquired under the ZoomInfo Technologies Inc. Employee Stock Purchase Plan based upon the most current data available. Read SEC document |
| July 09, 2024 Filed Jul 11, 2024 16:38 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleCommon Stock | 7,500 | $12.37 | $92,775.00 |
DisclosureSEC source: 0001794515-24-000124 · wk-form4_1720730301.xml · nonDerivative · entry 1 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,316,518 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 17:33 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionRestricted Stock Units · Derivative | 36,764 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-24-000121 · wk-form4_1719955998.xml · derivative · entry 5 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 257,354 Underlying: Common Stock · 36,764 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 the Issuer's Common Stock. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F4 · derivative.exercise_date: The Reporting Person received an original grant of 294,118 restricted stock units, which will vest in equal quarterly installments during the 2 years following April 1, 2024. F4 · derivative.expiration_date: The Reporting Person received an original grant of 294,118 restricted stock units, which will vest in equal quarterly installments during the 2 years following April 1, 2024. Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 17:33 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionRestricted Stock Units · Derivative | 38,142 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-24-000121 · wk-form4_1719955998.xml · derivative · entry 4 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,286 Underlying: Common Stock · 38,142 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 the Issuer's Common Stock. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F3 · derivative.exercise_date: The Reporting Person received an original grant of 305,141 restricted stock units, which vest in equal quarterly installments during the 2 years following January 1, 2023. F3 · derivative.expiration_date: The Reporting Person received an original grant of 305,141 restricted stock units, which vest in equal quarterly installments during the 2 years following January 1, 2023. Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 17:33 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Tax withholdingCommon Stock | 29,911 | $12.77 | $381,963.47 |
DisclosureSEC source: 0001794515-24-000121 · wk-form4_1719955998.xml · nonDerivative · entry 3 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,324,018 F2 · kind: Reflects shares withheld to cover the Reporting Person's tax liability in connection with the vesting of the restricted stock units reported herein. Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 17:33 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionCommon Stock | 36,764 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-24-000121 · wk-form4_1719955998.xml · nonDerivative · entry 2 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,353,929 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 the Issuer's Common Stock. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 17:33 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionCommon Stock | 38,142 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-24-000121 · wk-form4_1719955998.xml · nonDerivative · entry 1 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,317,165 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 the Issuer's Common Stock. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| June 13, 2024 Filed Jun 17, 2024 16:15 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleCommon Stock | 7,500 | $12.78 | $95,850.00 |
DisclosureSEC source: 0001794515-24-000118 · wk-form4_1718655314.xml · nonDerivative · entry 1 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,279,023 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| June 01, 2024 Filed Jun 4, 2024 19:01 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionHSKB Phantom Units · Derivative | 688 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-24-000107 · wk-form4_1717542082.xml · derivative · entry 6 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,193 Underlying: Common Stock · 688 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting will settle into shares of Common Stock on a one-for-one basis. F2 · kind: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting will settle into shares of Common Stock on a one-for-one basis. F6 · derivative.exercise_date: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that, upon vesting, will settle in cash or into shares of Common Stock, or a combination thereof at the Issuer's discretion. These HSKB Phantom Units vest as follows: (a) 25% of such HSKB Phantom Units on September 1, 2023; and (b) the remaining 75% of such HSKB Phantom Units in equal quarterly installments over the three-year period following September 1, 2023, in each case, subject to a continued service relationship through such vesting dates, subject to potential accelerated vesting upon certain change in control events. F6 · derivative.expiration_date: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that, upon vesting, will settle in cash or into shares of Common Stock, or a combination thereof at the Issuer's discretion. These HSKB Phantom Units vest as follows: (a) 25% of such HSKB Phantom Units on September 1, 2023; and (b) the remaining 75% of such HSKB Phantom Units in equal quarterly installments over the three-year period following September 1, 2023, in each case, subject to a continued service relationship through such vesting dates, subject to potential accelerated vesting upon certain change in control events. Read SEC document |
| June 01, 2024 Filed Jun 4, 2024 19:01 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionRestricted Stock Units · Derivative | 8,571 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-24-000107 · wk-form4_1717542082.xml · derivative · entry 5 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,998 Underlying: Common Stock · 8,571 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 the Issuer's Common Stock. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F5 · derivative.exercise_date: The Reporting Person received an original grant of 137,137 restricted stock units, which vest as follows: (a) 25% on March 1, 2023; and (b) the remaining 75% in equal quarterly installments during the 36 months following March 1, 2023. F5 · derivative.expiration_date: The Reporting Person received an original grant of 137,137 restricted stock units, which vest as follows: (a) 25% on March 1, 2023; and (b) the remaining 75% in equal quarterly installments during the 36 months following March 1, 2023. Read SEC document |
| June 01, 2024 Filed Jun 4, 2024 19:01 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Tax withholdingCommon Stock | 275 | $12.28 | $3,377.00 |
DisclosureSEC source: 0001794515-24-000107 · wk-form4_1717542082.xml · nonDerivative · entry 4 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,286,523 F4 · kind: Reflects shares withheld to cover the Reporting Person's tax liability in connection with the vesting of the HSKB Phantom Units reported herein. Read SEC document |
| June 01, 2024 Filed Jun 4, 2024 19:01 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Tax withholdingCommon Stock | 3,423 | $12.28 | $42,034.44 |
DisclosureSEC source: 0001794515-24-000107 · wk-form4_1717542082.xml · nonDerivative · entry 3 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,286,798 F3 · kind: Reflects shares withheld to cover the Reporting Person's tax liability in connection with the vesting of the restricted stock units reported herein. Read SEC document |
| June 01, 2024 Filed Jun 4, 2024 19:01 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionCommon Stock | 688 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-24-000107 · wk-form4_1717542082.xml · nonDerivative · entry 2 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,290,221 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · kind: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting will settle into shares of Common Stock on a one-for-one basis. F2 · price: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting will settle into shares of Common Stock on a one-for-one basis. Read SEC document |
| June 01, 2024 Filed Jun 4, 2024 19:01 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionCommon Stock | 8,571 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-24-000107 · wk-form4_1717542082.xml · nonDerivative · entry 1 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,289,533 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 the Issuer's Common Stock. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| May 29, 2024 Filed May 31, 2024 16:14 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | GrantPerformance Restricted Stock Units · Derivative | 147,059 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-24-000100 · wk-form4_1717186485.xml · derivative · entry 2 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 147,059 Underlying: Common Stock · 147,059 shares Expires not disclosed F3 · derivative.exercise_price: Each performance restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F4 · derivative.exercise_date: The Reporting Person received an original grant of 147,059 performance restricted stock units, which vests in equal amounts upon the achievement of four targets relating to the Issuer's stock price and the continued service of the Reporting Person through each applicable vesting date, as follows: (a) 25% will vest upon the achievement of the first stock price target so long as the Reporting Person has remained in continuous service through January 1, 2025; (b) 25% will vest upon the achievement of the second stock price target so long as the Reporting Person has remained in continuous service through October 1, 2025; (c) 25% will vest upon the achievement of the third stock price target so long as the Reporting Person has remained in continuous service through July 1, 2026; and (d) the remaining 25% will vest upon the achievement of the fourth stock price target so long as the Reporting Person has remained in continuous service through April 1, 2027. F4 · derivative.expiration_date: The Reporting Person received an original grant of 147,059 performance restricted stock units, which vests in equal amounts upon the achievement of four targets relating to the Issuer's stock price and the continued service of the Reporting Person through each applicable vesting date, as follows: (a) 25% will vest upon the achievement of the first stock price target so long as the Reporting Person has remained in continuous service through January 1, 2025; (b) 25% will vest upon the achievement of the second stock price target so long as the Reporting Person has remained in continuous service through October 1, 2025; (c) 25% will vest upon the achievement of the third stock price target so long as the Reporting Person has remained in continuous service through July 1, 2026; and (d) the remaining 25% will vest upon the achievement of the fourth stock price target so long as the Reporting Person has remained in continuous service through April 1, 2027. Read SEC document |
| May 29, 2024 Filed May 31, 2024 16:14 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | GrantRestricted Stock Units · Derivative | 294,118 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-24-000100 · wk-form4_1717186485.xml · derivative · entry 1 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 294,118 Underlying: Common Stock · 294,118 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F2 · derivative.exercise_date: The Reporting Person received an original grant of 294,118 restricted stock units, which will vest in equal quarterly installments during the 24 months following April 1, 2024. F2 · derivative.expiration_date: The Reporting Person received an original grant of 294,118 restricted stock units, which will vest in equal quarterly installments during the 24 months following April 1, 2024. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 16:06 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionRestricted Stock Units · Derivative | 38,143 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-24-000063 · wk-form4_1712174774.xml · derivative · entry 3 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 114,428 Underlying: Common Stock · 38,143 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 the Issuer's Common Stock. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F3 · derivative.exercise_date: The Reporting Person received an original grant of 305,141 restricted stock units, which vest in equal quarterly installments during the 2 years following January 1, 2023. F3 · derivative.expiration_date: The Reporting Person received an original grant of 305,141 restricted stock units, which vest in equal quarterly installments during the 2 years following January 1, 2023. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 16:06 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Tax withholdingCommon Stock | 13,925 | $16.03 | $223,217.75 |
DisclosureSEC source: 0001794515-24-000063 · wk-form4_1712174774.xml · nonDerivative · entry 2 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,280,962 F2 · kind: Reflects shares withheld to cover the Reporting Person's tax liability in connection with the vesting of the restricted stock units reported herein. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 16:06 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionCommon Stock | 38,143 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-24-000063 · wk-form4_1712174774.xml · nonDerivative · entry 1 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,294,887 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 the Issuer's Common Stock. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 16:46 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionHSKB Phantom Units · Derivative | 688 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-24-000047 · wk-form4_1709675165.xml · derivative · entry 6 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,881 Underlying: Common Stock · 688 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting will settle into shares of Common Stock on a one-for-one basis. F2 · kind: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting will settle into shares of Common Stock on a one-for-one basis. F6 · derivative.exercise_date: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that, upon vesting, will settle in cash or into shares of Common Stock, or a combination thereof at the Issuer's discretion. These HSKB Phantom Units vest as follows: (a) 25% of such HSKB Phantom Units on September 1, 2023; and (b) the remaining 75% of such HSKB Phantom Units in equal quarterly installments over the three-year period following September 1, 2023, in each case, subject to a continued service relationship through such vesting dates, subject to potential accelerated vesting upon certain change in control events. F6 · derivative.expiration_date: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that, upon vesting, will settle in cash or into shares of Common Stock, or a combination thereof at the Issuer's discretion. These HSKB Phantom Units vest as follows: (a) 25% of such HSKB Phantom Units on September 1, 2023; and (b) the remaining 75% of such HSKB Phantom Units in equal quarterly installments over the three-year period following September 1, 2023, in each case, subject to a continued service relationship through such vesting dates, subject to potential accelerated vesting upon certain change in control events. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 16:46 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionRestricted Stock Units · Derivative | 8,571 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-24-000047 · wk-form4_1709675165.xml · derivative · entry 5 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,569 Underlying: Common Stock · 8,571 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 the Issuer's Common Stock. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F5 · derivative.exercise_date: The Reporting Person received an original grant of 137,137 restricted stock units, which vest as follows: (a) 25% on March 1, 2023; and (b) the remaining 75% in equal quarterly installments during the 36 months following March 1, 2023. F5 · derivative.expiration_date: The Reporting Person received an original grant of 137,137 restricted stock units, which vest as follows: (a) 25% on March 1, 2023; and (b) the remaining 75% in equal quarterly installments during the 36 months following March 1, 2023. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 16:46 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Tax withholdingCommon Stock | 172 | $16.76 | $2,882.72 |
DisclosureSEC source: 0001794515-24-000047 · wk-form4_1709675165.xml · nonDerivative · entry 4 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,256,744 F4 · kind: Reflects shares withheld to cover the Reporting Person's tax liability in connection with the vesting of the HSKB Phantom Units reported herein. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 16:46 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Tax withholdingCommon Stock | 2,137 | $16.76 | $35,816.12 |
DisclosureSEC source: 0001794515-24-000047 · wk-form4_1709675165.xml · nonDerivative · entry 3 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,256,916 F3 · kind: Reflects shares withheld to cover the Reporting Person's tax liability in connection with the vesting of the restricted stock units reported herein. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 16:46 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionCommon Stock | 688 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-24-000047 · wk-form4_1709675165.xml · nonDerivative · entry 2 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,259,053 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · kind: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting will settle into shares of Common Stock on a one-for-one basis. F2 · price: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting will settle into shares of Common Stock on a one-for-one basis. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 16:46 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionCommon Stock | 8,571 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-24-000047 · wk-form4_1709675165.xml · nonDerivative · entry 1 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,258,365 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 the Issuer's Common Stock. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 16:42 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionRestricted Stock Units · Derivative | 38,143 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-24-000003 · wk-form4_1704318110.xml · derivative · entry 3 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 152,571 Underlying: Common Stock · 38,143 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 the Issuer's Common Stock. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F3 · derivative.exercise_date: The Reporting Person received an original grant of 305,141 restricted stock units, which vest in equal quarterly installments during the 2 years following January 1, 2023. F3 · derivative.expiration_date: The Reporting Person received an original grant of 305,141 restricted stock units, which vest in equal quarterly installments during the 2 years following January 1, 2023. Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 16:42 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Tax withholdingCommon Stock | 10,026 | $18.49 | $185,380.74 |
DisclosureSEC source: 0001794515-24-000003 · wk-form4_1704318110.xml · nonDerivative · entry 2 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,249,794 F2 · kind: Reflects shares withheld to cover the Reporting Person's tax liability in connection with the vesting of the restricted stock units reported herein. Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 16:42 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionCommon Stock | 38,143 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-24-000003 · wk-form4_1704318110.xml · nonDerivative · entry 1 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,259,820 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 the Issuer's Common Stock. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 16:57 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionHSKB Phantom Units · Derivative | 688 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-23-000176 · wk-form4_1701813411.xml · derivative · entry 6 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,569 Underlying: Common Stock · 688 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting will settle into shares of Common Stock on a one-for-one basis. F2 · kind: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting will settle into shares of Common Stock on a one-for-one basis. F6 · derivative.exercise_date: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that, upon vesting, will settle in cash or into shares of Common Stock, or a combination thereof at the Issuer's discretion. These HSKB Phantom Units vest as follows: (a) 25% of such HSKB Phantom Units on September 1, 2023; and (b) the remaining 75% of such HSKB Phantom Units in equal quarterly installments over the three-year period following September 1, 2023, in each case, subject to a continued service relationship through such vesting dates, subject to potential accelerated vesting upon certain change in control events. F6 · derivative.expiration_date: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that, upon vesting, will settle in cash or into shares of Common Stock, or a combination thereof at the Issuer's discretion. These HSKB Phantom Units vest as follows: (a) 25% of such HSKB Phantom Units on September 1, 2023; and (b) the remaining 75% of such HSKB Phantom Units in equal quarterly installments over the three-year period following September 1, 2023, in each case, subject to a continued service relationship through such vesting dates, subject to potential accelerated vesting upon certain change in control events. Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 16:57 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionRestricted Stock Units · Derivative | 8,571 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-23-000176 · wk-form4_1701813411.xml · derivative · entry 5 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,140 Underlying: Common Stock · 8,571 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 the Issuer's Common Stock. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F5 · derivative.exercise_date: The Reporting Person received an original grant of 137,137 restricted stock units, which vest as follows: (a) 25% on March 1, 2023; and (b) the remaining 75% in equal quarterly installments during the 36 months following March 1, 2023. F5 · derivative.expiration_date: The Reporting Person received an original grant of 137,137 restricted stock units, which vest as follows: (a) 25% on March 1, 2023; and (b) the remaining 75% in equal quarterly installments during the 36 months following March 1, 2023. Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 16:57 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Tax withholdingCommon Stock | 275 | $14.37 | $3,951.75 |
DisclosureSEC source: 0001794515-23-000176 · wk-form4_1701813411.xml · nonDerivative · entry 4 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,221,677 F4 · kind: Reflects shares withheld to cover the Reporting Person's tax liability in connection with the vesting of the HSKB Phantom Units reported herein. Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 16:57 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Tax withholdingCommon Stock | 3,423 | $14.37 | $49,188.51 |
DisclosureSEC source: 0001794515-23-000176 · wk-form4_1701813411.xml · nonDerivative · entry 3 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,221,952 F3 · kind: Reflects shares withheld to cover the Reporting Person's tax liability in connection with the vesting of the restricted stock units reported herein. Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 16:57 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionCommon Stock | 688 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-23-000176 · wk-form4_1701813411.xml · nonDerivative · entry 2 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,225,375 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · kind: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting will settle into shares of Common Stock on a one-for-one basis. F2 · price: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting will settle into shares of Common Stock on a one-for-one basis. Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 16:57 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionCommon Stock | 8,571 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-23-000176 · wk-form4_1701813411.xml · nonDerivative · entry 1 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,224,687 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 the Issuer's Common Stock. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| October 01, 2023 Filed Oct 3, 2023 16:25 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionRestricted Stock Units · Derivative | 38,142 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-23-000162 · wk-form4_1696364699.xml · derivative · entry 3 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 190,714 Underlying: Common Stock · 38,142 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 the Issuer's Common Stock. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F4 · derivative.exercise_date: The Reporting Person received an original grant of 305,141 restricted stock units, which vest in equal quarterly installments during the 2 years following January 1, 2023. F4 · derivative.expiration_date: The Reporting Person received an original grant of 305,141 restricted stock units, which vest in equal quarterly installments during the 2 years following January 1, 2023. Read SEC document |
| October 01, 2023 Filed Oct 3, 2023 16:25 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Tax withholdingCommon Stock | 15,231 | $16.40 | $249,788.40 |
DisclosureSEC source: 0001794515-23-000162 · wk-form4_1696364699.xml · nonDerivative · entry 2 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,216,116 F3 · kind: Reflects shares withheld to cover the Reporting Person's tax liability in connection with the vesting of the restricted stock units reported herein. Read SEC document |
| October 01, 2023 Filed Oct 3, 2023 16:25 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionCommon Stock | 38,142 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-23-000162 · wk-form4_1696364699.xml · nonDerivative · entry 1 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,231,347 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 the Issuer's Common Stock. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F2 · balance_after: Includes shares acquired under the ZoomInfo Technologies Inc. Employee Stock Purchase Plan based upon the most current data available. Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 16:35 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionHSKB Phantom Units · Derivative | 2,752 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-23-000148 · wk-form4_1694032500.xml · derivative · entry 6 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,257 Underlying: Common Stock · 2,752 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting will settle into shares of Common Stock on a one-for-one basis. F2 · kind: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting will settle into shares of Common Stock on a one-for-one basis. F6 · derivative.exercise_date: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that, upon vesting, will settle in cash or into shares of Common Stock, or a combination thereof at the Issuer's discretion. These HSKB Phantom Units vest as follows: (a) 25% of such HSKB Phantom Units on September 1, 2023; and (b) the remaining 75% of such HSKB Phantom Units in equal quarterly installments over the three-year period following September 1, 2023, in each case, subject to a continued service relationship through such vesting dates, subject to potential accelerated vesting upon certain change in control events. F6 · derivative.expiration_date: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that, upon vesting, will settle in cash or into shares of Common Stock, or a combination thereof at the Issuer's discretion. These HSKB Phantom Units vest as follows: (a) 25% of such HSKB Phantom Units on September 1, 2023; and (b) the remaining 75% of such HSKB Phantom Units in equal quarterly installments over the three-year period following September 1, 2023, in each case, subject to a continued service relationship through such vesting dates, subject to potential accelerated vesting upon certain change in control events. Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 16:35 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionRestricted Stock Units · Derivative | 8,571 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-23-000148 · wk-form4_1694032500.xml · derivative · entry 5 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,711 Underlying: Common Stock · 8,571 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 the Issuer's Common Stock. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F5 · derivative.exercise_date: The Reporting Person received an original grant of 137,137 restricted stock units, which vest as follows: (a) 25% on March 1, 2023; and (b) the remaining 75% in equal quarterly installments during the 36 months following March 1, 2023. F5 · derivative.expiration_date: The Reporting Person received an original grant of 137,137 restricted stock units, which vest as follows: (a) 25% on March 1, 2023; and (b) the remaining 75% in equal quarterly installments during the 36 months following March 1, 2023. Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 16:35 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Tax withholdingCommon Stock | 1,099 | $18.02 | $19,803.98 |
DisclosureSEC source: 0001794515-23-000148 · wk-form4_1694032500.xml · nonDerivative · entry 4 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,192,366 F4 · kind: Reflects shares withheld to cover the Reporting Person's tax liability in connection with the vesting of the HSKB Phantom Units reported herein. Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 16:35 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Tax withholdingCommon Stock | 3,423 | $18.02 | $61,682.46 |
DisclosureSEC source: 0001794515-23-000148 · wk-form4_1694032500.xml · nonDerivative · entry 3 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,193,465 F3 · kind: Reflects shares withheld to cover the Reporting Person's tax liability in connection with the vesting of the restricted stock units reported herein. Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 16:35 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionCommon Stock | 2,752 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-23-000148 · wk-form4_1694032500.xml · nonDerivative · entry 2 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,196,888 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · kind: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting will settle into shares of Common Stock on a one-for-one basis. F2 · price: Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting will settle into shares of Common Stock on a one-for-one basis. Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 16:35 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionCommon Stock | 8,571 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-23-000148 · wk-form4_1694032500.xml · nonDerivative · entry 1 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,194,136 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 the Issuer's Common Stock. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| July 05, 2023 Filed Jul 7, 2023 16:15 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleCommon Stock | 10,000 | $25.46 | $254,600.00 |
DisclosureSEC source: 0001794515-23-000131 · wk-form4_1688760934.xml · nonDerivative · entry 1 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,185,565 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $25.20 to $25.79, 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. Read SEC document |
| July 01, 2023 Filed Jul 5, 2023 16:30 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionRestricted Stock Units · Derivative | 38,143 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-23-000129 · wk-form4_1688589015.xml · derivative · entry 3 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 228,856 Underlying: Common Stock · 38,143 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 the Issuer's Common Stock. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F3 · derivative.exercise_date: The Reporting Person received an original grant of 305,141 restricted stock units, which vests in equal quarterly installments during the 2 years following January 1, 2023. F3 · derivative.expiration_date: The Reporting Person received an original grant of 305,141 restricted stock units, which vests in equal quarterly installments during the 2 years following January 1, 2023. 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.