Welcome to our dedicated page for ZoomInfo Technologies SEC filings (Ticker: GTM), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
ZoomInfo Technologies Inc. filings document formal disclosures for a public software and data company built around go-to-market intelligence. Recent Form 8-K reports furnish quarterly and annual financial results and disclose capital-structure actions, including common stock repurchase authorization.
Proxy materials cover board composition, committee roles, shareholder voting matters, executive compensation, equity awards and pay-versus-performance disclosures. Together, the filings describe governance practices, operating results, common stock matters and the regulatory record for ZoomInfo’s public-company reporting obligations.
Dimensional Fund Advisors LP, as adviser to multiple funds, reports that funds it manages hold 13,540,534 shares of ZoomInfo Technologies Inc common stock, representing 4.6% of the class as of June 30, 2026.
Dimensional has sole voting power over 13,261,683 shares and sole dispositive power over 13,540,534 shares, with no shared voting or dispositive power. All reported securities are owned by the underlying funds, which receive dividends and sale proceeds. Dimensional may be deemed a beneficial owner for Section 13(d) purposes but expressly disclaims beneficial ownership, and states that, to its knowledge, no individual fund holds more than 5% of the class.
ZoomInfo Technologies Inc. Chief Executive Officer Henry Schuck reported routine equity compensation activity involving restricted stock units and related share withholding for taxes. He exercised 13,787 restricted stock units into common shares, with 4,598 shares withheld at $2.93 per share to cover his tax liability.
Following these transactions, Schuck held 11,394,050 shares of common stock directly. He also had indirect interests in 5,803,333 shares through DO Holdings (WA), LLC and 237,376 shares held by a trust, reflecting his proportionate pecuniary interests. After this vesting, 96,508 restricted stock units remained outstanding.
ZoomInfo Technologies Inc.'s Chief Revenue Officer James M. Roth reported multiple equity transactions. On July 1, 2026, he exercised restricted stock units that converted into 156,621 shares of Common Stock, and 70,638 shares were withheld to cover tax liabilities tied to the vesting.
On July 2, 2026, Roth completed an open-market sale of 20,774 shares of Common Stock at a weighted average price of $2.981 per share, executed under a Rule 10b5-1 trading plan. Following these transactions, he directly holds 205,204 shares of Common Stock.
ZoomInfo Technologies Inc. CFO Michael Graham O'Brien reported routine equity compensation activity involving restricted stock units (RSUs). On July 1, 2026, RSUs vested and were converted into 66,690 shares of Common Stock. To cover his tax liability on this vesting, 32,781 shares were withheld at a value of $2.93 per share, a non-market, tax-withholding disposition rather than an open-market sale. Following these transactions, O'Brien directly held 240,984 shares of Common Stock. Footnotes describe multiple RSU grants made between December 30, 2022 and May 29, 2026, which vest in scheduled quarterly installments over multi-year periods starting from October 1, 2024 and other stated dates.
ZoomInfo Technologies Inc.'s General Counsel and Corporate Secretary Ashley McGrane reported a mix of stock-based compensation activity and a small open-market sale. On July 1, 2026, multiple restricted stock unit awards vested and were exercised, converting an aggregate of 64,004 units into common shares. To cover related tax obligations, 21,349 shares were disposed of by share withholding. On July 2, 2026, McGrane then sold 2,461 common shares at a weighted average price of $2.979 per share under a pre-arranged Rule 10b5-1 trading plan. Following these transactions, McGrane directly held 120,341 shares of ZoomInfo common stock.
HSKB Funds II, LLC, a 10% owner of ZoomInfo Technologies Inc., reported an internal restructuring transaction involving 9,451 shares of Common Stock. A footnote explains this reflects a distribution of ZoomInfo shares to one or more employees and related sales to cover those employees' tax liabilities.
Following this distribution, HSKB Funds II, LLC is shown holding 241,427 shares of Common Stock. The filing characterizes the event as an "other acquisition or disposition" rather than an open-market buy or sell.
GTM notice of a proposed resale: 20,774 shares of Common Stock represented by Restricted Stock Units are listed for sale with an intended sale date of 07/01/2026. The filing also records a prior 10b5-1 sale of 200 shares on 06/02/2026 by James M. Roth at $710.00 per share.
GTM filed a Form 144 reporting proposed sales of 2,461 Restricted Stock Units and recent 10b5-1 dispositions by a selling affiliate. The filing lists two 10b5-1 sales: 34 shares on 06/02/2026 at $120.70 and 1,057 shares on 05/04/2026 for $6,960.35. The securities are described as Restricted Stock Units with an effective date of 07/01/2026.
HighSage Ventures LLC and Jennifer Stier filed Amendment No. 2 to their Schedule 13D on ZoomInfo Technologies Inc., updating their beneficial ownership and derivative exposure. HighSage reports beneficial ownership of 14,479,835 shares of common stock, representing 4.9% of the class, based on 294,718,034 shares outstanding as of April 30, 2026. Stier reports beneficial ownership of 20,410,148 shares, or 6.9% of the same share base.
The reporting persons state they hold the position for investment purposes and may buy more, sell, or pursue a wide range of potential corporate actions, including mergers, going‑private transactions, asset sales, security offerings, stock repurchases, or board and management changes. On June 12, 2026, entities managed directly or indirectly by them entered into a cash-settled total return swap providing economic exposure to 2,500,000 additional shares at a reference price of $2.8088, with a five‑year maturity. They emphasize the swap does not convey voting or dispositive power, and they disclaim beneficial ownership of the shares referenced by the swap.
ZoomInfo Technologies Inc. approved a new performance-based cash bonus opportunity for its Chief Financial Officer, Michael Graham O’Brien. The Compensation Committee set a target award of $500,000, tied to the Company’s fiscal year 2026 adjusted operating income goals.
After the 2026 financial statements are finalized, the Committee will determine whether these performance goals were achieved. Depending on results, Mr. O’Brien’s actual bonus payout can range from 0% to 150% of the target amount.