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 |
|---|---|---|---|---|---|---|
| July 01, 2023 Filed Jul 5, 2023 16:30 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Tax withholdingCommon Stock | 15,231 | $25.39 | $386,715.09 |
DisclosureSEC source: 0001794515-23-000129 · wk-form4_1688589015.xml · nonDerivative · entry 2 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,195,565 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, 2023 Filed Jul 5, 2023 16:30 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionCommon Stock | 38,143 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-23-000129 · wk-form4_1688589015.xml · nonDerivative · entry 1 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,210,796 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 05, 2023 Filed Jun 7, 2023 17:07 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleCommon Stock | 1,044 | $26.78 | $27,961.77 |
DisclosureSEC source: 0001794515-23-000119 · wk-form4_1686172066.xml · nonDerivative · entry 2 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,172,653 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $26.72 to $26.92, 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 |
| June 05, 2023 Filed Jun 7, 2023 17:07 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleCommon Stock | 8,956 | $26.42 | $236,644.39 |
DisclosureSEC source: 0001794515-23-000119 · wk-form4_1686172066.xml · nonDerivative · entry 1 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,173,697 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 $25.72 to $26.71, 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 |
| June 01, 2023 Filed Jun 5, 2023 16:45 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionRestricted Stock Units · Derivative | 8,571 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-23-000117 · wk-form4_1685997927.xml · derivative · entry 3 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,282 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. F3 · 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. F3 · 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, 2023 Filed Jun 5, 2023 16:45 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Tax withholdingCommon Stock | 3,373 | $24.73 | $83,414.29 |
DisclosureSEC source: 0001794515-23-000117 · wk-form4_1685997927.xml · nonDerivative · entry 2 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,182,653 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 |
| June 01, 2023 Filed Jun 5, 2023 16:45 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionCommon Stock | 8,571 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-23-000117 · wk-form4_1685997927.xml · nonDerivative · entry 1 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,186,026 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 03, 2023 Filed May 4, 2023 17:06 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleCommon Stock | 10,000 | $22.09 | $220,904.00 |
DisclosureSEC source: 0001794515-23-000084 · wf-form4_168323434361263.xml · nonDerivative · entry 1 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,177,455 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 $21.75 to $22.33, 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 |
| April 01, 2023 Filed Apr 4, 2023 16:06 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionRestricted Stock Units · Derivative | 38,142 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-23-000062 · wf-form4_168063876218443.xml · derivative · entry 3 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 266,999 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 vests in equal quarterly installments during the 24 months 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 24 months following January 1, 2023. Read SEC document |
| April 01, 2023 Filed Apr 4, 2023 16:06 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Tax withholdingCommon Stock | 14,948 | $24.71 | $369,365.08 |
DisclosureSEC source: 0001794515-23-000062 · wf-form4_168063876218443.xml · nonDerivative · entry 2 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,187,455 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, 2023 Filed Apr 4, 2023 16:06 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionCommon Stock | 38,142 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-23-000062 · wf-form4_168063876218443.xml · nonDerivative · entry 1 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,202,403 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, 2023 Filed Mar 3, 2023 16:53 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionRestricted Stock Units · Derivative | 34,284 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-23-000049 · wf-form4_167788038853250.xml · derivative · entry 3 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,853 Underlying: Common Stock · 34,284 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 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. F4 · 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, 2023 Filed Mar 3, 2023 16:53 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Tax withholdingCommon Stock | 8,349 | $24.17 | $201,795.33 |
DisclosureSEC source: 0001794515-23-000049 · wf-form4_167788038853250.xml · nonDerivative · entry 2 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,164,261 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, 2023 Filed Mar 3, 2023 16:53 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionCommon Stock | 34,284 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-23-000049 · wf-form4_167788038853250.xml · nonDerivative · entry 1 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,172,610 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 |
| December 30, 2022 Filed Jan 4, 2023 16:45 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | GrantRestricted Stock Units · Derivative | 305,141 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-23-000005 · wf-form4_167286871663528.xml · derivative · entry 1 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 305,141 Underlying: Common Stock · 305,141 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 305,141 restricted stock units, which vest in equal quarterly installments during the 2 years following January 1, 2023. F2 · 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 10, 2022 Filed Oct 12, 2022 16:18 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleCommon Stock | 100 | $44.40 | $4,440.00 |
DisclosureSEC source: 0001794515-22-000168 · wf-form4_166560586497309.xml · nonDerivative · entry 2 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,137,531 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| October 10, 2022 Filed Oct 12, 2022 16:18 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleCommon Stock | 4,900 | $43.37 | $212,488.99 |
DisclosureSEC source: 0001794515-22-000168 · wf-form4_166560586497309.xml · nonDerivative · entry 1 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,137,631 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 $42.86 to $43.82, 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. Read SEC document |
| September 09, 2022 Filed Sep 13, 2022 16:46 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleCommon Stock | 5,000 | $43.70 | $218,500.00 |
DisclosureSEC source: 0001794515-22-000162 · wf-form4_166310198431712.xml · nonDerivative · entry 1 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,142,531 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| September 07, 2022 Filed Sep 7, 2022 16:16 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleCommon Stock | 5,000 | $41.50 | $207,500.00 |
DisclosureSEC source: 0001794515-22-000159 · wf-form4_166258179618653.xml · nonDerivative · entry 1 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,147,531 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| September 01, 2022 Filed Sep 6, 2022 16:34 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | GrantHSKB Phantom Units · Derivative | 11,009 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-22-000152 · wf-form4_166249647449214.xml · derivative · entry 1 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,009 Underlying: Common Stock · 11,009 shares Expires not disclosed F1 · 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 · 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. F2 · 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 23, 2022 Filed Mar 25, 2022 16:31 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 9,107 | $60.02 | $546,577.55 |
DisclosureSEC source: 0001794515-22-000053 · wf-form4_164824025218047.xml · nonDerivative · entry 1 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,152,531 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 $60.00 to $60.12, 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 |
| March 18, 2022 Filed Mar 22, 2022 16:18 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 35,893 | $60.00 | $2,153,698.45 |
DisclosureSEC source: 0001794515-22-000048 · wf-form4_164798027015485.xml · nonDerivative · entry 1 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,161,638 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 $60.00 to $60.04, 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 |
| March 01, 2022 Filed Mar 3, 2022 17:47 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | GrantRestricted Stock Units · Derivative | 137,137 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-22-000026 · wf-form4_164634760298470.xml · derivative · entry 1 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,137 Underlying: Class A Common Stock · 137,137 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · 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. F2 · 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 17, 2021 Filed Dec 21, 2021 18:11 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 15,000 | $60.35 | $905,250.00 |
DisclosureSEC source: 0001794515-21-000375 · wf-form4_164012829033980.xml · nonDerivative · entry 2 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,197,531 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| November 22, 2021 Filed Dec 21, 2021 18:11 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | GiftClass A Common Stock | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-21-000375 · wf-form4_164012829033980.xml · nonDerivative · entry 1 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,212,531 Read SEC document |
| November 17, 2021 Filed Nov 19, 2021 17:42 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 7,150 | $77.31 | $552,738.62 |
DisclosureSEC source: 0001794515-21-000349 · wf-form4_163736174594403.xml · nonDerivative · entry 2 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,272,531 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $76.86 to $77.47, 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. Read SEC document |
| November 17, 2021 Filed Nov 19, 2021 17:42 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 7,850 | $76.18 | $597,985.53 |
DisclosureSEC source: 0001794515-21-000349 · wf-form4_163736174594403.xml · nonDerivative · entry 1 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,279,681 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 $75.85 to $76.83, 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 |
| October 29, 2021 Filed Nov 2, 2021 21:22 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Disposition to issuerClass P Units of ZoomInfo Holdings LLC · Derivative | 90,000 | Not disclosed Strike: $21.00 | Not disclosed |
DisclosureSEC source: 0001794515-21-000326 · wf-form4_163590252333109.xml · derivative · entry 6 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 90,000 shares Expires not disclosed F3 · kind: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. F3 · price: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. F5 · derivative.exercise_date: The number reflected in Table II reflects the number of Class P Units that were held by the Reporting Person. Reflects an original amount of 90,000 Class P Units, which, prior to the Reorganization, were scheduled to vest as follows: (a) one-third vest on December 3, 2022, (b) one-third vest on December 3, 2023, and (c) one-third vest on December 3, 2024. The shares of Class A Common Stock received in the Reorganization will vest along the same vesting schedule. F5 · derivative.expiration_date: The number reflected in Table II reflects the number of Class P Units that were held by the Reporting Person. Reflects an original amount of 90,000 Class P Units, which, prior to the Reorganization, were scheduled to vest as follows: (a) one-third vest on December 3, 2022, (b) one-third vest on December 3, 2023, and (c) one-third vest on December 3, 2024. The shares of Class A Common Stock received in the Reorganization will vest along the same vesting schedule. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 21:22 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Disposition to issuerClass P Units of ZoomInfo Holdings LLC · Derivative | 161,670 | Not disclosed Strike: $4.00 | Not disclosed |
DisclosureSEC source: 0001794515-21-000326 · wf-form4_163590252333109.xml · derivative · entry 5 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 161,670 shares Expires not disclosed F3 · kind: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. F3 · price: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. F4 · derivative.exercise_date: The number reflected in Table II reflects the number of Class P Units that were held by the Reporting Person. Reflects an original amount of 1,753,518 Class P Units, which, prior to the Reorganization, were scheduled to vest as follows: 50% vested on November 12, 2020, and the remaining 50% vest in equal monthly installments during the 24 months following November 12, 2020. The shares of Class A Common Stock received in the Reorganization will vest along the same vesting schedule. F4 · derivative.expiration_date: The number reflected in Table II reflects the number of Class P Units that were held by the Reporting Person. Reflects an original amount of 1,753,518 Class P Units, which, prior to the Reorganization, were scheduled to vest as follows: 50% vested on November 12, 2020, and the remaining 50% vest in equal monthly installments during the 24 months following November 12, 2020. The shares of Class A Common Stock received in the Reorganization will vest along the same vesting schedule. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 21:22 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Disposition to issuerLTIP Units of ZoomInfo Holdings LLC · Derivative | 57,231 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-21-000326 · wf-form4_163590252333109.xml · derivative · entry 4 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 57,231 shares Expires not disclosed F2 · derivative.exercise_price: Prior to the Reorganization, LTIP Units of OpCo would, upon vesting, be automatically converted into Class A Common Units of OpCo (together with corresponding shares of the Issuer's Class B common stock ("Class B Common Stock")) which would then be exchangeable for shares of Class A Common Stock on a one-for-one basis. In connection with the Reorganization, such LTIP Units were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person upon the vesting and exchange of such LTIP Units. The shares of Class A Common Stock received remain subject to the same vesting schedule that was applicable to the LTIP Units, as follows: (a) 34% on March 1, 2023, and (b) 66% on March 1, 2024. F2 · kind: Prior to the Reorganization, LTIP Units of OpCo would, upon vesting, be automatically converted into Class A Common Units of OpCo (together with corresponding shares of the Issuer's Class B common stock ("Class B Common Stock")) which would then be exchangeable for shares of Class A Common Stock on a one-for-one basis. In connection with the Reorganization, such LTIP Units were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person upon the vesting and exchange of such LTIP Units. The shares of Class A Common Stock received remain subject to the same vesting schedule that was applicable to the LTIP Units, as follows: (a) 34% on March 1, 2023, and (b) 66% on March 1, 2024. F2 · price: Prior to the Reorganization, LTIP Units of OpCo would, upon vesting, be automatically converted into Class A Common Units of OpCo (together with corresponding shares of the Issuer's Class B common stock ("Class B Common Stock")) which would then be exchangeable for shares of Class A Common Stock on a one-for-one basis. In connection with the Reorganization, such LTIP Units were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person upon the vesting and exchange of such LTIP Units. The shares of Class A Common Stock received remain subject to the same vesting schedule that was applicable to the LTIP Units, as follows: (a) 34% on March 1, 2023, and (b) 66% on March 1, 2024. F2 · derivative.exercise_date: Prior to the Reorganization, LTIP Units of OpCo would, upon vesting, be automatically converted into Class A Common Units of OpCo (together with corresponding shares of the Issuer's Class B common stock ("Class B Common Stock")) which would then be exchangeable for shares of Class A Common Stock on a one-for-one basis. In connection with the Reorganization, such LTIP Units were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person upon the vesting and exchange of such LTIP Units. The shares of Class A Common Stock received remain subject to the same vesting schedule that was applicable to the LTIP Units, as follows: (a) 34% on March 1, 2023, and (b) 66% on March 1, 2024. F2 · derivative.expiration_date: Prior to the Reorganization, LTIP Units of OpCo would, upon vesting, be automatically converted into Class A Common Units of OpCo (together with corresponding shares of the Issuer's Class B common stock ("Class B Common Stock")) which would then be exchangeable for shares of Class A Common Stock on a one-for-one basis. In connection with the Reorganization, such LTIP Units were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person upon the vesting and exchange of such LTIP Units. The shares of Class A Common Stock received remain subject to the same vesting schedule that was applicable to the LTIP Units, as follows: (a) 34% on March 1, 2023, and (b) 66% on March 1, 2024. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 21:22 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | GrantClass A Common Stock | 61,854 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-21-000326 · wf-form4_163590252333109.xml · nonDerivative · entry 3 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,287,531 F1 · security: On October 29, 2021, pursuant to a reorganization, (the "Reorganization"), ZoomInfo Technologies Inc. (formerly known as ZoomInfo NewCo Inc.) (the "Issuer") became the successor of ZoomInfo Intermediate Inc. (formerly known as ZoomInfo Technologies Inc.) ("ZoomInfo") pursuant to merger transactions, in which a subsidiary of ZoomInfo Technologies Inc. merged with and into ZoomInfo Intermediate Inc. with ZoomInfo Intermediate Inc. surviving and, immediately following such merger, a subsidiary of ZoomInfo Technologies Inc. merged with and into ZoomInfo Holdings LLC ("OpCo"), a subsidiary of ZoomInfo Intermediate Inc., with OpCo surviving. The mergers resulted in the Issuer becoming a parent holding company of ZoomInfo and OpCo, but did not alter the proportionate economic interests of security holders. F3 · kind: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. F5 · shares: The number reflected in Table II reflects the number of Class P Units that were held by the Reporting Person. Reflects an original amount of 90,000 Class P Units, which, prior to the Reorganization, were scheduled to vest as follows: (a) one-third vest on December 3, 2022, (b) one-third vest on December 3, 2023, and (c) one-third vest on December 3, 2024. The shares of Class A Common Stock received in the Reorganization will vest along the same vesting schedule. F3 · price: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 21:22 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | GrantClass A Common Stock | 152,038 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-21-000326 · wf-form4_163590252333109.xml · nonDerivative · entry 2 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,225,677 F1 · security: On October 29, 2021, pursuant to a reorganization, (the "Reorganization"), ZoomInfo Technologies Inc. (formerly known as ZoomInfo NewCo Inc.) (the "Issuer") became the successor of ZoomInfo Intermediate Inc. (formerly known as ZoomInfo Technologies Inc.) ("ZoomInfo") pursuant to merger transactions, in which a subsidiary of ZoomInfo Technologies Inc. merged with and into ZoomInfo Intermediate Inc. with ZoomInfo Intermediate Inc. surviving and, immediately following such merger, a subsidiary of ZoomInfo Technologies Inc. merged with and into ZoomInfo Holdings LLC ("OpCo"), a subsidiary of ZoomInfo Intermediate Inc., with OpCo surviving. The mergers resulted in the Issuer becoming a parent holding company of ZoomInfo and OpCo, but did not alter the proportionate economic interests of security holders. F3 · kind: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. F4 · shares: The number reflected in Table II reflects the number of Class P Units that were held by the Reporting Person. Reflects an original amount of 1,753,518 Class P Units, which, prior to the Reorganization, were scheduled to vest as follows: 50% vested on November 12, 2020, and the remaining 50% vest in equal monthly installments during the 24 months following November 12, 2020. The shares of Class A Common Stock received in the Reorganization will vest along the same vesting schedule. F3 · price: Prior to the Reorganization, Class P limited liability company units of OpCo ("Class P Units") were profits interests that were economically similar to a stock settled stock option. Vested Class P units were exchangeable, at the holder's election, into a number of shares of Class A Common Stock equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. In connection with the Reorganization, the Class P Units held by the Reporting Person were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person pursuant to the calculation described above, had the Reporting Person exchanged such Class P Units for Class A Common Stock on the date of the Reorganization. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 21:22 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | GrantClass A Common Stock | 57,231 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-21-000326 · wf-form4_163590252333109.xml · nonDerivative · entry 1 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,073,639 F1 · security: On October 29, 2021, pursuant to a reorganization, (the "Reorganization"), ZoomInfo Technologies Inc. (formerly known as ZoomInfo NewCo Inc.) (the "Issuer") became the successor of ZoomInfo Intermediate Inc. (formerly known as ZoomInfo Technologies Inc.) ("ZoomInfo") pursuant to merger transactions, in which a subsidiary of ZoomInfo Technologies Inc. merged with and into ZoomInfo Intermediate Inc. with ZoomInfo Intermediate Inc. surviving and, immediately following such merger, a subsidiary of ZoomInfo Technologies Inc. merged with and into ZoomInfo Holdings LLC ("OpCo"), a subsidiary of ZoomInfo Intermediate Inc., with OpCo surviving. The mergers resulted in the Issuer becoming a parent holding company of ZoomInfo and OpCo, but did not alter the proportionate economic interests of security holders. F2 · kind: Prior to the Reorganization, LTIP Units of OpCo would, upon vesting, be automatically converted into Class A Common Units of OpCo (together with corresponding shares of the Issuer's Class B common stock ("Class B Common Stock")) which would then be exchangeable for shares of Class A Common Stock on a one-for-one basis. In connection with the Reorganization, such LTIP Units were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person upon the vesting and exchange of such LTIP Units. The shares of Class A Common Stock received remain subject to the same vesting schedule that was applicable to the LTIP Units, as follows: (a) 34% on March 1, 2023, and (b) 66% on March 1, 2024. F2 · shares: Prior to the Reorganization, LTIP Units of OpCo would, upon vesting, be automatically converted into Class A Common Units of OpCo (together with corresponding shares of the Issuer's Class B common stock ("Class B Common Stock")) which would then be exchangeable for shares of Class A Common Stock on a one-for-one basis. In connection with the Reorganization, such LTIP Units were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person upon the vesting and exchange of such LTIP Units. The shares of Class A Common Stock received remain subject to the same vesting schedule that was applicable to the LTIP Units, as follows: (a) 34% on March 1, 2023, and (b) 66% on March 1, 2024. F2 · price: Prior to the Reorganization, LTIP Units of OpCo would, upon vesting, be automatically converted into Class A Common Units of OpCo (together with corresponding shares of the Issuer's Class B common stock ("Class B Common Stock")) which would then be exchangeable for shares of Class A Common Stock on a one-for-one basis. In connection with the Reorganization, such LTIP Units were disposed of for a number of shares of Class A Common Stock which would have been received by the Reporting Person upon the vesting and exchange of such LTIP Units. The shares of Class A Common Stock received remain subject to the same vesting schedule that was applicable to the LTIP Units, as follows: (a) 34% on March 1, 2023, and (b) 66% on March 1, 2024. Read SEC document |
| September 15, 2021 Filed Sep 17, 2021 17:29 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 300,000 | $66.89 | $20,067,450.00 |
DisclosureSEC source: 0001794515-21-000296 · wf-form4_163191413682916.xml · nonDerivative · entry 1 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,016,408 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $66.64 to $67.11, 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 |
| September 03, 2021 Filed Sep 8, 2021 19:08 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionClass P Units of ZoomInfo Holdings LLC · Derivative | 1,401,848 | $0.00 Strike: $4.00 | $0.00 |
DisclosureSEC source: 0001794515-21-000277 · wf-form4_163114247074462.xml · derivative · entry 3 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,670 Underlying: Class A Common Stock · 1,401,848 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 · kind: Reflects Class P limited liability company units of ZoomInfo Holdings LLC ("Class P Units") which are profits interests that are economically similar to a stock settled stock option. Vested Class P units are exchangeable, at the holder's election, into a number of shares of Class A common stock ("Class A Common Stock") of ZoomInfo Technologies Inc. (the "Issuer") equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. Reflects an original amount of 1,753,518 Class P Units, of which 50% vested on November 12, 2020, and the remaining 50% vest in equal monthly installments during the 24 months thereafter. Unvested units were exchanged for restricted shares of Class A Common Stock with the same vesting schedule. F1 · derivative.exercise_date: Reflects Class P limited liability company units of ZoomInfo Holdings LLC ("Class P Units") which are profits interests that are economically similar to a stock settled stock option. Vested Class P units are exchangeable, at the holder's election, into a number of shares of Class A common stock ("Class A Common Stock") of ZoomInfo Technologies Inc. (the "Issuer") equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. Reflects an original amount of 1,753,518 Class P Units, of which 50% vested on November 12, 2020, and the remaining 50% vest in equal monthly installments during the 24 months thereafter. Unvested units were exchanged for restricted shares of Class A Common Stock with the same vesting schedule. F1 · derivative.expiration_date: Reflects Class P limited liability company units of ZoomInfo Holdings LLC ("Class P Units") which are profits interests that are economically similar to a stock settled stock option. Vested Class P units are exchangeable, at the holder's election, into a number of shares of Class A common stock ("Class A Common Stock") of ZoomInfo Technologies Inc. (the "Issuer") equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. Reflects an original amount of 1,753,518 Class P Units, of which 50% vested on November 12, 2020, and the remaining 50% vest in equal monthly installments during the 24 months thereafter. Unvested units were exchanged for restricted shares of Class A Common Stock with the same vesting schedule. Read SEC document |
| September 03, 2021 Filed Sep 8, 2021 19:08 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Tax withholdingClass A Common Stock | 85,440 | $65.63 | $5,607,427.20 |
DisclosureSEC source: 0001794515-21-000277 · wf-form4_163114247074462.xml · nonDerivative · entry 2 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,316,408 F2 · kind: Reflects shares deemed to be withheld in connection with the exchange of Class P Units described herein. Read SEC document |
| September 03, 2021 Filed Sep 8, 2021 19:08 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionClass A Common Stock | 1,401,848 | $4.00 | $5,607,392.00 |
DisclosureSEC source: 0001794515-21-000277 · wf-form4_163114247074462.xml · nonDerivative · entry 1 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,401,848 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: Reflects Class P limited liability company units of ZoomInfo Holdings LLC ("Class P Units") which are profits interests that are economically similar to a stock settled stock option. Vested Class P units are exchangeable, at the holder's election, into a number of shares of Class A common stock ("Class A Common Stock") of ZoomInfo Technologies Inc. (the "Issuer") equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. Reflects an original amount of 1,753,518 Class P Units, of which 50% vested on November 12, 2020, and the remaining 50% vest in equal monthly installments during the 24 months thereafter. Unvested units were exchanged for restricted shares of Class A Common Stock with the same vesting schedule. Read SEC document |
| August 09, 2021 Filed Aug 11, 2021 20:30 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionClass P Units of ZoomInfo Holdings LLC · Derivative | 30,000 | $0.00 Strike: $4.00 | $0.00 |
DisclosureSEC source: 0001794515-21-000238 · wf-form4_162872821934340.xml · derivative · entry 6 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,563,518 Underlying: Class A Common Stock · 30,000 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. F1 · kind: Reflects Class P limited liability company units of ZoomInfo Holdings LLC ("Class P Units") which are profits interests that are economically similar to a stock settled stock option. Vested Class P units are exchangeable, at the holder's election, into a number of shares of Class A common stock ("Class A Common Stock") of ZoomInfo Technologies Inc. (the "Issuer") equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. The number reflected in Table II reflects the number of Class P Units held by the Reporting Person. Reflects an original amount of 1,753,518 Class P Units, of which 50% vested on November 12, 2020, and the remaining 50% vest in equal monthly installments during the 24 months following November 12, 2020. F2 · kind: This transaction was effected pursuant to a 10b5-1 trading plan entered into prior to November 30, 2020. F1 · derivative.exercise_date: Reflects Class P limited liability company units of ZoomInfo Holdings LLC ("Class P Units") which are profits interests that are economically similar to a stock settled stock option. Vested Class P units are exchangeable, at the holder's election, into a number of shares of Class A common stock ("Class A Common Stock") of ZoomInfo Technologies Inc. (the "Issuer") equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. The number reflected in Table II reflects the number of Class P Units held by the Reporting Person. Reflects an original amount of 1,753,518 Class P Units, of which 50% vested on November 12, 2020, and the remaining 50% vest in equal monthly installments during the 24 months following November 12, 2020. F1 · derivative.expiration_date: Reflects Class P limited liability company units of ZoomInfo Holdings LLC ("Class P Units") which are profits interests that are economically similar to a stock settled stock option. Vested Class P units are exchangeable, at the holder's election, into a number of shares of Class A common stock ("Class A Common Stock") of ZoomInfo Technologies Inc. (the "Issuer") equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. The number reflected in Table II reflects the number of Class P Units held by the Reporting Person. Reflects an original amount of 1,753,518 Class P Units, of which 50% vested on November 12, 2020, and the remaining 50% vest in equal monthly installments during the 24 months following November 12, 2020. Read SEC document |
| August 09, 2021 Filed Aug 11, 2021 20:30 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 2,300 | $62.09 | $142,818.04 |
DisclosureSEC source: 0001794515-21-000238 · wf-form4_162872821934340.xml · nonDerivative · entry 5 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · kind: This transaction was effected pursuant to a 10b5-1 trading plan entered into prior to November 30, 2020. F6 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions ranging from $61.97 to $62.50, 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 |
| August 09, 2021 Filed Aug 11, 2021 20:30 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 16,740 | $61.51 | $1,029,720.92 |
DisclosureSEC source: 0001794515-21-000238 · wf-form4_162872821934340.xml · nonDerivative · entry 4 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,300 F2 · kind: This transaction was effected pursuant to a 10b5-1 trading plan entered into prior to November 30, 2020. F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions ranging from $60.97 to $61.96, 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 |
| August 09, 2021 Filed Aug 11, 2021 20:30 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 9,100 | $60.44 | $549,986.71 |
DisclosureSEC source: 0001794515-21-000238 · wf-form4_162872821934340.xml · nonDerivative · entry 3 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,040 F2 · kind: This transaction was effected pursuant to a 10b5-1 trading plan entered into prior to November 30, 2020. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions ranging from $59.97 to $60.96, 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 |
| August 09, 2021 Filed Aug 11, 2021 20:30 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Tax withholdingClass A Common Stock | 1,860 | $64.54 | $120,044.40 |
DisclosureSEC source: 0001794515-21-000238 · wf-form4_162872821934340.xml · nonDerivative · entry 2 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,140 F2 · kind: This transaction was effected pursuant to a 10b5-1 trading plan entered into prior to November 30, 2020. F3 · kind: Reflects shares deemed to be withheld in connection with the exchange of Class P Units described herein. Read SEC document |
| August 09, 2021 Filed Aug 11, 2021 20:30 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionClass A Common Stock | 30,000 | $4.00 | $120,000.00 |
DisclosureSEC source: 0001794515-21-000238 · wf-form4_162872821934340.xml · nonDerivative · entry 1 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 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: Reflects Class P limited liability company units of ZoomInfo Holdings LLC ("Class P Units") which are profits interests that are economically similar to a stock settled stock option. Vested Class P units are exchangeable, at the holder's election, into a number of shares of Class A common stock ("Class A Common Stock") of ZoomInfo Technologies Inc. (the "Issuer") equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. The number reflected in Table II reflects the number of Class P Units held by the Reporting Person. Reflects an original amount of 1,753,518 Class P Units, of which 50% vested on November 12, 2020, and the remaining 50% vest in equal monthly installments during the 24 months following November 12, 2020. F2 · kind: This transaction was effected pursuant to a 10b5-1 trading plan entered into prior to November 30, 2020. Read SEC document |
| August 04, 2021 Filed Aug 6, 2021 21:26 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionClass P Units of ZoomInfo Holdings LLC · Derivative | 10,000 | $0.00 Strike: $4.00 | $0.00 |
DisclosureSEC source: 0001794515-21-000223 · wf-form4_162829958986180.xml · derivative · entry 8 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,593,518 Underlying: Class A Common Stock · 10,000 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. F1 · kind: Reflects Class P limited liability company units of ZoomInfo Holdings LLC ("Class P Units") which are profits interests that are economically similar to a stock settled stock option. Vested Class P units are exchangeable, at the holder's election, into a number of shares of Class A common stock ("Class A Common Stock") of ZoomInfo Technologies Inc. (the "Issuer") equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. The number reflected in Table II reflects the number of Class P Units held by the Reporting Person. Reflects an original amount of 1,753,518 Class P Units, of which 50% vested on November 12, 2020, and the remaining 50% vest in equal monthly installments during the 24 months following November 12, 2020. F2 · kind: This transaction was effected pursuant to a 10b5-1 trading plan entered into prior to November 30, 2020. F1 · derivative.exercise_date: Reflects Class P limited liability company units of ZoomInfo Holdings LLC ("Class P Units") which are profits interests that are economically similar to a stock settled stock option. Vested Class P units are exchangeable, at the holder's election, into a number of shares of Class A common stock ("Class A Common Stock") of ZoomInfo Technologies Inc. (the "Issuer") equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. The number reflected in Table II reflects the number of Class P Units held by the Reporting Person. Reflects an original amount of 1,753,518 Class P Units, of which 50% vested on November 12, 2020, and the remaining 50% vest in equal monthly installments during the 24 months following November 12, 2020. F1 · derivative.expiration_date: Reflects Class P limited liability company units of ZoomInfo Holdings LLC ("Class P Units") which are profits interests that are economically similar to a stock settled stock option. Vested Class P units are exchangeable, at the holder's election, into a number of shares of Class A common stock ("Class A Common Stock") of ZoomInfo Technologies Inc. (the "Issuer") equal in value to the "spread value" represented by the excess of the value of shares of Class A Common Stock at the time of exchange above the "distribution threshold" associated with the Class P Units, multiplied by the number of Class P Units being exchanged. The number reflected in Table II reflects the number of Class P Units held by the Reporting Person. Reflects an original amount of 1,753,518 Class P Units, of which 50% vested on November 12, 2020, and the remaining 50% vest in equal monthly installments during the 24 months following November 12, 2020. Read SEC document |
| August 04, 2021 Filed Aug 6, 2021 21:26 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 200 | $59.92 | $11,983.00 |
DisclosureSEC source: 0001794515-21-000223 · wf-form4_162829958986180.xml · nonDerivative · entry 7 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · kind: This transaction was effected pursuant to a 10b5-1 trading plan entered into prior to November 30, 2020. F8 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions ranging from $59.89 to $59.94, 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 |
| August 04, 2021 Filed Aug 6, 2021 21:26 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 1,876 | $59.02 | $110,722.08 |
DisclosureSEC source: 0001794515-21-000223 · wf-form4_162829958986180.xml · nonDerivative · entry 6 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200 F2 · kind: This transaction was effected pursuant to a 10b5-1 trading plan entered into prior to November 30, 2020. F7 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions ranging from $58.74 to $59.70, 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 |
| August 04, 2021 Filed Aug 6, 2021 21:26 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 4,850 | $58.37 | $283,078.50 |
DisclosureSEC source: 0001794515-21-000223 · wf-form4_162829958986180.xml · nonDerivative · entry 5 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,076 F2 · kind: This transaction was effected pursuant to a 10b5-1 trading plan entered into prior to November 30, 2020. F6 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions ranging from $57.73 to $58.72, 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 |
| August 04, 2021 Filed Aug 6, 2021 21:26 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 1,666 | $57.03 | $95,003.82 |
DisclosureSEC source: 0001794515-21-000223 · wf-form4_162829958986180.xml · nonDerivative · entry 4 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,926 F2 · kind: This transaction was effected pursuant to a 10b5-1 trading plan entered into prior to November 30, 2020. F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions ranging from $56.73 to $57.53, 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 |
| August 04, 2021 Filed Aug 6, 2021 21:26 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 700 | $55.94 | $39,154.99 |
DisclosureSEC source: 0001794515-21-000223 · wf-form4_162829958986180.xml · nonDerivative · entry 3 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,592 F2 · kind: This transaction was effected pursuant to a 10b5-1 trading plan entered into prior to November 30, 2020. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions ranging from $55.67 to $56.00, 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 |
| August 04, 2021 Filed Aug 6, 2021 21:26 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Tax withholdingClass A Common Stock | 708 | $56.50 | $40,002.00 |
DisclosureSEC source: 0001794515-21-000223 · wf-form4_162829958986180.xml · nonDerivative · entry 2 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,292 F2 · kind: This transaction was effected pursuant to a 10b5-1 trading plan entered into prior to November 30, 2020. F3 · kind: Reflects shares deemed to be withheld in connection with the exchange of Class P Units described herein. 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.