ZoomInfo CFO has 542 RSUs vest; 268 shares withheld
ZoomInfo’s CFO reported RSU vesting into common shares on September 1, 2026, with a portion of shares withheld to satisfy tax obligations.
Rhea-AI Filing Summary
ZoomInfo Technologies Inc. (GTM) reported insider equity activity by its CFO, Michael Graham O'Brien, on September 1, 2026. Two blocks of restricted stock units (RSUs) covering 328 and 214 underlying shares of Common Stock vested and were converted into shares. In connection with this vesting, 268 shares of Common Stock were withheld at $4.24 per share to cover the reporting person's tax liability. These RSUs stem from original grants made on September 1, 2022 and December 1, 2022, which vest in equal quarterly installments beginning December 1, 2024. No Rule 10b5-1 trading plan is reported for these transactions.
Positive
- None.
Negative
- None.
Insider Trade Summary
542 shares exercised/converted
Exercise
5 txns
Insider
O'Brien Michael Graham
Role
CFO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Stock Units F1, F3 | 328 | $0.00 | $0.00 |
| Exercise | Restricted Stock Units F1, F4 | 214 | $0.00 | $0.00 |
| Exercise | Common Stock F1 | 328 | -- | -- |
| Exercise | Common Stock F1 | 214 | -- | -- |
| Tax Withholding | Common Stock F2 | 268 | $4.24 | $1K |
Holdings After Transaction:
Restricted Stock Units — 328 contracts (Direct);
Common Stock — 300,221 shares (Direct)
Footnotes (4)
- F1. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock.
- F2. Reflects shares withheld to cover the Reporting Person's tax liability in connection with the vesting of the restricted stock units reported herein.
- F3. The Reporting Person received an original grant of restricted stock units on December 1, 2022, which vest in equal quarterly installments during the 24 months following December 1, 2024.
- F4. The Reporting Person received an original grant of restricted stock units on September 1, 2022, which vest in equal quarterly installments during the 21 months following December 1, 2024.
Key Figures
RSU shares vested: 328 shares
Additional RSU shares vested: 214 shares
Total RSU exercise shares: 542 shares
+4 more
7 metrics
RSU shares vested
328 shares
Restricted Stock Units converting into Common Stock on September 1, 2026
Additional RSU shares vested
214 shares
Second RSU block converting into Common Stock on September 1, 2026
Total RSU exercise shares
542 shares
Aggregate RSU exercises reported in the filing’s transaction summary
Shares withheld for taxes
268 shares
Common Stock withheld to cover tax liability on September 1, 2026
Tax withholding price per share
$4.24 per share
Value used for shares withheld to pay tax liability
RSU grant date 1
December 1, 2022
Original RSU grant vesting quarterly over 24 months from December 1, 2024
RSU grant date 2
September 1, 2022
Original RSU grant vesting quarterly over 21 months from December 1, 2024
Key Terms
Restricted Stock Units, tax liability, vesting, Form 4
4 terms
Restricted Stock Units financial
"Each restricted stock unit represents a contingent right to receive one share"
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"
vesting financial
"in connection with the vesting of the restricted stock units reported herein"
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.
Form 4 regulatory
"reported in this Form 4 insider transaction filing"
Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.
FAQ
What did ZoomInfo (GTM) disclose about the CFO's equity transactions on September 1, 2026?
ZoomInfo reported that CFO Michael Graham O'Brien had restricted stock units vest into 328 and 214 shares of Common Stock on September 1, 2026, with some of the resulting shares withheld to satisfy associated tax liabilities.
Were the CFO's ZoomInfo (GTM) transactions made under a Rule 10b5-1 trading plan?
No. The filing indicates that no Rule 10b5-1 trading plan was reported for these September 1, 2026 RSU vesting and tax-withholding transactions by the CFO.
What are the vesting schedules of the CFO's ZoomInfo (GTM) RSU grants involved in this Form 4?
The RSUs vesting on September 1, 2026 derive from grants made on December 1, 2022 and September 1, 2022. The December 2022 grant vests in equal quarterly installments over 24 months, and the September 2022 grant vests quarterly over 21 months, both starting December 1, 2024.
Does the ZoomInfo (GTM) Form 4 show any open-market stock sales by the CFO?
No open-market sales are shown. The reported activity consists of RSU vesting into Common Stock and shares withheld to pay tax liabilities; the code F transaction is specifically described as payment of tax liability by delivering or withholding securities.
AI-generated analysis. How Rhea-AI works. Not financial advice.
