ZoomInfo (GTM) CFO exercises RSUs as shares withheld for taxes
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
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.
Positive
- None.
Negative
- None.
Insider Trade Summary
66,690 shares exercised/converted
Mixed
13 txns
Insider
O'Brien Michael Graham
Role
CFO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Stock Units | 1,555 | $0.00 | -- |
| Exercise | Restricted Stock Units | 223 | $0.00 | -- |
| Exercise | Restricted Stock Units | 764 | $0.00 | -- |
| Exercise | Restricted Stock Units | 7,812 | $0.00 | -- |
| Exercise | Restricted Stock Units | 7,118 | $0.00 | -- |
| Exercise | Restricted Stock Units | 49,218 | $0.00 | -- |
| Exercise | Common Stock | 1,555 | $0.00 | -- |
| Exercise | Common Stock | 223 | $0.00 | -- |
| Exercise | Common Stock | 764 | $0.00 | -- |
| Exercise | Common Stock | 7,812 | $0.00 | -- |
| Exercise | Common Stock | 7,118 | $0.00 | -- |
| Exercise | Common Stock | 49,218 | $0.00 | -- |
| Tax Withholding | Common Stock | 32,781 | $2.93 | $96K |
Holdings After Transaction:
Restricted Stock Units — 3,110 shares (Direct, null);
Common Stock — 208,630 shares (Direct, null)
Footnotes (1)
- Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. Reflects shares withheld to cover the Reporting Person's tax liability in connection with the vesting of the restricted stock units reported herein. The Reporting Person received an original grant of restricted stock units on December 30, 2022, which vest in equal quarterly installments during the 27 months following October 1, 2024. The Reporting Person received an original grant of restricted stock units on March 23, 2023, which vest in equal quarterly installments during the 30 months following October 1, 2024. The Reporting Person received an original grant of restricted stock units on October 25, 2023, which vest in equal quarterly installments during the 36 months following October 1, 2024. The Reporting Person received an original grant of restricted stock units on September 10, 2024, which vest as follows: (a) 25% on October 1, 2025; and (b) the remainder of the award in equal quarterly installments during the 36 months following October 1, 2025. The Reporting Person received an original grant of restricted stock units on May 15, 2025, which vests as follows: (a) 33% on May 15, 2026; and (b) the remainder of the award in equal quarterly installments during the 24 months following May 15, 2026. The Reporting Person received an original grant of restricted stock units on May 29, 2026, which vests in equal quarterly installments during the 24 months following April 1, 2026.
Key Figures
RSUs vested and exercised: 66,690 shares
Shares withheld for taxes: 32,781 shares
Tax withholding price: $2.93 per share
+2 more
5 metrics
RSUs vested and exercised
66,690 shares
ExerciseShares from transaction summary on July 1, 2026
Shares withheld for taxes
32,781 shares
Tax-withholding disposition at $2.93 per share
Tax withholding price
$2.93 per share
Value used for shares withheld to satisfy tax liability
Shares held after transaction
240,984 shares
Common Stock directly owned after tax-withholding transaction
RSUs remaining from one grant
49,218 units
Restricted Stock Units remaining after transaction for one award
Key Terms
Restricted Stock Units, tax liability, contingent right, vesting, +1 more
5 terms
Restricted Stock Units financial
"Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock."
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
tax liability financial
"Reflects shares withheld to cover the Reporting Person's tax liability in connection with the vesting of the restricted stock units reported herein."
contingent right financial
"Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock."
vesting financial
"which vest in equal quarterly installments during the 27 months following October 1, 2024."
Vesting is the process by which you earn full ownership of something, like company stock or a retirement benefit, over time. It’s like earning the right to keep a gift piece by piece the longer you stay with a company, making sure employees stay committed before they receive all the benefits.
quarterly installments financial
"which vest in equal quarterly installments during the 36 months following October 1, 2025."
FAQ
What did ZoomInfo (GTM) CFO Michael Graham O'Brien report in this Form 4?
He reported routine equity compensation activity. RSUs vested into 66,690 shares of Common Stock on July 1, 2026, with a portion of shares withheld to pay taxes rather than sold in the market.
What are the key ZoomInfo (GTM) RSU grants mentioned for the CFO?
Footnotes describe RSU grants dated December 30, 2022; March 23, 2023; October 25, 2023; September 10, 2024; May 15, 2025; and May 29, 2026. These awards vest in equal quarterly installments over multi-year periods starting from specified future dates.
How do the ZoomInfo (GTM) CFO's RSUs convert into Common Stock?
Each restricted stock unit represents a contingent right to receive one share of ZoomInfo Common Stock. As vesting dates occur, RSUs convert into shares, and the company may withhold some shares to satisfy tax obligations.