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 |
|---|---|---|---|---|---|---|
| August 04, 2021 Filed Aug 6, 2021 21:26 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionClass A Common Stock | 10,000 | $4.00 | $40,000.00 |
DisclosureSEC source: 0001794515-21-000223 · wf-form4_162829958986180.xml · nonDerivative · entry 1 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 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 |
| June 01, 2021 Filed Jun 3, 2021 21:06 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionClass P Units of ZoomInfo Holdings LLC · Derivative | 20,000 | $0.00 Strike: $4.00 | $0.00 |
DisclosureSEC source: 0001794515-21-000138 · wf-form4_162276877772501.xml · derivative · entry 5 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,603,518 Underlying: Class A Common Stock · 20,000 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 |
| June 01, 2021 Filed Jun 3, 2021 21:06 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 600 | $43.45 | $26,070.00 |
DisclosureSEC source: 0001794515-21-000138 · wf-form4_162276877772501.xml · nonDerivative · entry 4 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. F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions ranging from $43.23 to $43.65, 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, 2021 Filed Jun 3, 2021 21:06 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 17,574 | $42.71 | $750,585.54 |
DisclosureSEC source: 0001794515-21-000138 · wf-form4_162276877772501.xml · nonDerivative · entry 3 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 600 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 $42.20 to $43.14, 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, 2021 Filed Jun 3, 2021 21:06 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Tax withholdingClass A Common Stock | 1,826 | $43.83 | $80,033.58 |
DisclosureSEC source: 0001794515-21-000138 · wf-form4_162276877772501.xml · nonDerivative · entry 2 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,174 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 |
| June 01, 2021 Filed Jun 3, 2021 21:06 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionClass A Common Stock | 20,000 | $4.00 | $80,000.00 |
DisclosureSEC source: 0001794515-21-000138 · wf-form4_162276877772501.xml · nonDerivative · entry 1 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 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 |
| March 02, 2021 Filed Mar 3, 2021 17:55 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: 0001794515-21-000081 · wf-form4_161481209208971.xml · derivative · entry 12 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,623,518 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 |
| March 02, 2021 Filed Mar 3, 2021 17:55 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 4,207 | $56.61 | $238,158.27 |
DisclosureSEC source: 0001794515-21-000081 · wf-form4_161481209208971.xml · nonDerivative · entry 9 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 $56.22 to $57.09, 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 02, 2021 Filed Mar 3, 2021 17:55 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 5,083 | $55.89 | $284,088.87 |
DisclosureSEC source: 0001794515-21-000081 · wf-form4_161481209208971.xml · nonDerivative · entry 8 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,207 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 $55.22 to $56.21, 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 02, 2021 Filed Mar 3, 2021 17:55 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Tax withholdingClass A Common Stock | 710 | $56.38 | $40,029.80 |
DisclosureSEC source: 0001794515-21-000081 · wf-form4_161481209208971.xml · nonDerivative · entry 7 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,290 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 |
| March 02, 2021 Filed Mar 3, 2021 17:55 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionClass A Common Stock | 10,000 | $4.00 | $40,000.00 |
DisclosureSEC source: 0001794515-21-000081 · wf-form4_161481209208971.xml · nonDerivative · entry 6 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 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 |
| March 01, 2021 Filed Mar 3, 2021 17:55 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | GrantLTIP Units of ZoomInfo Holdings LLC · Derivative | 57,231 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-21-000081 · wf-form4_161481209208971.xml · derivative · entry 11 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,231 Underlying: Class A Common Stock · 57,231 shares Expires not disclosed F9 · derivative.exercise_price: Reflects LTIP Units of ZoomInfo Holdings LLC ("OpCo") that generally vest as follows: (a) 34% on March 1, 2023, and (b) 66% on March 1, 2024. Each vested LTIP Unit shall 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 the Issuer's Class A common stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. Shares of Class B Common Stock have no economic value and have 10 votes per share. F9 · price: Reflects LTIP Units of ZoomInfo Holdings LLC ("OpCo") that generally vest as follows: (a) 34% on March 1, 2023, and (b) 66% on March 1, 2024. Each vested LTIP Unit shall 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 the Issuer's Class A common stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. Shares of Class B Common Stock have no economic value and have 10 votes per share. F9 · derivative.exercise_date: Reflects LTIP Units of ZoomInfo Holdings LLC ("OpCo") that generally vest as follows: (a) 34% on March 1, 2023, and (b) 66% on March 1, 2024. Each vested LTIP Unit shall 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 the Issuer's Class A common stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. Shares of Class B Common Stock have no economic value and have 10 votes per share. F9 · derivative.expiration_date: Reflects LTIP Units of ZoomInfo Holdings LLC ("OpCo") that generally vest as follows: (a) 34% on March 1, 2023, and (b) 66% on March 1, 2024. Each vested LTIP Unit shall 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 the Issuer's Class A common stock on a one-for-one basis at the discretion of the holder, subject to exchange rate adjustments for stock splits, stock dividends, and reclassifications. Shares of Class B Common Stock have no economic value and have 10 votes per share. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 17:55 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionClass P Units of ZoomInfo Holdings LLC · Derivative | 20,000 | $0.00 Strike: $4.00 | $0.00 |
DisclosureSEC source: 0001794515-21-000081 · wf-form4_161481209208971.xml · derivative · entry 10 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,633,518 Underlying: Class A Common Stock · 20,000 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 |
| March 01, 2021 Filed Mar 3, 2021 17:55 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 11,885 | $56.13 | $667,105.05 |
DisclosureSEC source: 0001794515-21-000081 · wf-form4_161481209208971.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 $55.89 to $56.61, 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, 2021 Filed Mar 3, 2021 17:55 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 4,912 | $55.46 | $272,419.52 |
DisclosureSEC source: 0001794515-21-000081 · wf-form4_161481209208971.xml · nonDerivative · entry 4 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,885 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 $54.89 to $55.86, 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, 2021 Filed Mar 3, 2021 17:55 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 1,700 | $54.41 | $92,497.00 |
DisclosureSEC source: 0001794515-21-000081 · wf-form4_161481209208971.xml · nonDerivative · entry 3 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,797 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 $53.85 to $54.84, 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, 2021 Filed Mar 3, 2021 17:55 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Tax withholdingClass A Common Stock | 1,503 | $52.42 | $78,787.26 |
DisclosureSEC source: 0001794515-21-000081 · wf-form4_161481209208971.xml · nonDerivative · entry 2 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,497 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 |
| March 01, 2021 Filed Mar 3, 2021 17:55 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionClass A Common Stock | 20,000 | $4.00 | $80,000.00 |
DisclosureSEC source: 0001794515-21-000081 · wf-form4_161481209208971.xml · nonDerivative · entry 1 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 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 |
| December 22, 2020 Filed Dec 23, 2020 19:01 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionClass P Units of ZoomInfo Holdings LLC · Derivative | 100,000 | $0.00 Strike: $4.00 | $0.00 |
DisclosureSEC source: 0001794515-20-000064 · wf-form4_160876808742365.xml · derivative · entry 6 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,653,518 Underlying: Class A Common Stock · 100,000 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: The transactions reported in this Form 4 were 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 |
| December 22, 2020 Filed Dec 23, 2020 19:01 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 31,628 | $46.19 | $1,460,897.32 |
DisclosureSEC source: 0001794515-20-000064 · wf-form4_160876808742365.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: The transactions reported in this Form 4 were 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 $45.81 to $46.53, 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 |
| December 22, 2020 Filed Dec 23, 2020 19:01 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 38,281 | $45.08 | $1,725,707.48 |
DisclosureSEC source: 0001794515-20-000064 · wf-form4_160876808742365.xml · nonDerivative · entry 4 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,628 F2 · kind: The transactions reported in this Form 4 were 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 $44.80 to $45.79, 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 |
| December 22, 2020 Filed Dec 23, 2020 19:01 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleClass A Common Stock | 21,041 | $44.47 | $935,693.27 |
DisclosureSEC source: 0001794515-20-000064 · wf-form4_160876808742365.xml · nonDerivative · entry 3 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,909 F2 · kind: The transactions reported in this Form 4 were 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 $43.80 to $44.79, 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 |
| December 22, 2020 Filed Dec 23, 2020 19:01 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Tax withholdingClass A Common Stock | 9,050 | $44.20 | $400,010.00 |
DisclosureSEC source: 0001794515-20-000064 · wf-form4_160876808742365.xml · nonDerivative · entry 2 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,950 F2 · kind: The transactions reported in this Form 4 were 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 |
| December 22, 2020 Filed Dec 23, 2020 19:01 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionClass A Common Stock | 100,000 | $4.00 | $400,000.00 |
DisclosureSEC source: 0001794515-20-000064 · wf-form4_160876808742365.xml · nonDerivative · entry 1 Hyzer Peter Cameron · CIK 0001813397 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 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: The transactions reported in this Form 4 were effected pursuant to a 10b5-1 trading plan entered into prior to November 30, 2020. 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.