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ZoomInfo Technologies (GTM) CFO logs stock vesting and tax share withholdings

Filing Impact
(Neutral)
Filing Sentiment
(Negative)
Form Type
4

Rhea-AI Filing Summary

ZoomInfo Technologies Inc.’s CFO, Michael Graham O’Brien, reported routine equity award vesting and related tax withholding. On February 1, 2026, 1,542 HSKB Phantom Units and 3,468 restricted stock units converted into an equal number of common shares.

The company withheld 609 and 1,369 common shares at $8.05 per share to cover his tax obligations on these vestings. After these transactions, O’Brien directly holds 89,504 shares of common stock, plus unvested awards of 4,625 HSKB Phantom Units and 24,282 restricted stock units, which continue to vest quarterly from grants made in late 2023.

Positive

  • None.

Negative

  • None.
SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
O'Brien Michael Graham

(Last) (First) (Middle)
C/O ZOOMINFO TECHNOLOGIES INC.,
330 W COLUMBIA WAY, FLOOR 8

(Street)
VANCOUVER WA 98660

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
ZoomInfo Technologies Inc. [ GTM ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
CFO
3. Date of Earliest Transaction (Month/Day/Year)
02/01/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock 02/01/2026 M(1) 1,542 A (1) 88,014 D
Common Stock 02/01/2026 M(2) 3,468 A (2) 91,482 D
Common Stock 02/01/2026 F(3) 609 D $8.05 90,873 D
Common Stock 02/01/2026 F(4) 1,369 D $8.05 89,504 D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
HSKB Phantom Units (1) 02/01/2026 M(1) 1,542 (5) (5) Common Stock 1,542 $0 4,625 D
Restricted Stock Units (2) 02/01/2026 M(2) 3,468 (6) (6) Common Stock 3,468 $0 24,282 D
Explanation of Responses:
1. 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.
2. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock.
3. Reflects shares withheld to cover the Reporting Person's tax liability in connection with the vesting of the HSKB Phantom Units reported herein.
4. Reflects shares withheld to cover the Reporting Person's tax liability in connection with the vesting of the restricted stock units reported herein.
5. The Reporting Person received an original grant of HSKB Phantom Units on December 1, 2023, which vest in equal quarterly installments during the 24 months following November 1, 2024.
6. The Reporting Person received an original grant of restricted stock units on December 29, 2023, which vest in equal quarterly installments during the 36 months following November 1, 2024.
Remarks:
/s/ Meredith Weisshaar, as Attorney-in-Fact 02/03/2026
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What insider transactions did ZoomInfo (GTM) report for its CFO on February 1, 2026?

ZoomInfo’s CFO Michael Graham O’Brien reported equity vesting transactions on February 1, 2026. 1,542 HSKB Phantom Units and 3,468 restricted stock units converted one-for-one into common shares, reflecting scheduled vesting of prior stock-based compensation grants.

How many ZoomInfo (GTM) shares were withheld for taxes in the CFO’s latest Form 4?

The filing shows 609 and 1,369 shares of ZoomInfo common stock were withheld to cover the CFO’s tax liabilities. These tax withholdings were valued at $8.05 per share and occurred in connection with the vesting of phantom units and restricted stock units.

What is Michael Graham O’Brien’s ZoomInfo (GTM) common stock holding after these transactions?

Following the reported transactions, ZoomInfo’s CFO directly holds 89,504 shares of common stock. This balance reflects the net result after equity awards vested and certain shares were withheld to satisfy associated tax obligations on February 1, 2026.

What are HSKB Phantom Units referenced in the ZoomInfo (GTM) CFO Form 4?

The HSKB Phantom Units are awards that settle into ZoomInfo common stock on a one-for-one basis upon vesting. The CFO received these units from HSKB Funds II, LLC, and 1,542 units vested and converted into common shares in this reported transaction.

How do the ZoomInfo (GTM) restricted stock units vest for the CFO?

The CFO’s restricted stock units reported here come from a grant dated December 29, 2023. They vest in equal quarterly installments over 36 months following November 1, 2024, with vested units converting into one share of ZoomInfo common stock each.

What remaining unvested equity does the ZoomInfo (GTM) CFO hold after this Form 4?

After the transactions, the CFO holds 4,625 HSKB Phantom Units and 24,282 restricted stock units as derivative securities. These awards continue to vest in scheduled quarterly installments based on the vesting schedules disclosed for the 2023 equity grants.

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Software - Application
Services-prepackaged Software
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United States
VANCOUVER