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ZoomInfo (GTM) CRO nets 148,937 shares after PSU vesting and tax

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

Rhea-AI Filing Summary

ZoomInfo Technologies’ Chief Revenue Officer James M. Roth reported equity compensation activity. On February 5, 2026, 76,475 performance restricted stock units converted into an equal number of common shares after performance goals for the 2025 period were certified.

Of these shares, 25,349 were withheld at a price of $6.87 per share to cover Roth’s tax obligations tied to the vesting. After these transactions, Roth directly held 148,937 shares of ZoomInfo common stock.

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*
Roth James M

(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)
Chief Revenue Officer
3. Date of Earliest Transaction (Month/Day/Year)
02/05/2026
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 02/05/2026 M(1) 76,475 A (1) 174,286 D
Common Stock 02/05/2026 F(2) 25,349 D $6.87 148,937 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
Performance Restricted Stock Units (1) 02/05/2026 M(1) 76,475 (3) (3) Common Stock 76,475 $0 0 D
Explanation of Responses:
1. Each performance restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock.
2. Reflects shares withheld to cover the Reporting Person's tax liability in connection with the vesting of the performance restricted stock units reported herein.
3. On May 30, 2025, the Reporting Person was awarded a target number of performance-based restricted stock units ("PSUs"), subject to satisfaction of performance conditions as determined by the Compensation Committee of the Board of Directors of ZoomInfo Technologies Inc. The amount shown represents the actual number of units earned by the Reporting Person for the first PSU performance period, commencing January 1, 2025, and continuing through and including December 31, 2025, as determined February 5, 2026.
Remarks:
/s/ Meredith Weisshaar, as Attorney-in-Fact 02/09/2026
** 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 transaction did ZoomInfo (GTM) report for James M. Roth?

ZoomInfo reported that Chief Revenue Officer James M. Roth had 76,475 performance restricted stock units convert into common shares. The units reflected earned PSUs for a 2025 performance period, as determined on February 5, 2026 by the company’s compensation committee.

How many ZoomInfo (GTM) shares were withheld for taxes in this Form 4?

The filing shows 25,349 shares of ZoomInfo common stock were withheld to cover James M. Roth’s tax liability. These shares were valued at $6.87 each in connection with the vesting of the reported performance restricted stock units.

How many ZoomInfo (GTM) shares does James M. Roth own after this transaction?

After the reported transactions, James M. Roth directly owned 148,937 shares of ZoomInfo common stock. This figure reflects the net position following the PSU conversion and the share withholding for taxes disclosed in the Form 4.

What are performance restricted stock units in the ZoomInfo (GTM) filing?

Each performance restricted stock unit in the filing represents a contingent right to receive one ZoomInfo common share. The actual number earned depends on performance conditions set by the board’s compensation committee for the specified measurement period.

Which performance period did the ZoomInfo (GTM) PSUs relate to?

The performance-based restricted stock units related to a performance period running from January 1, 2025 through December 31, 2025. The compensation committee determined the actual number of units earned on February 5, 2026, leading to the reported conversion.

When were the performance-based RSUs originally granted to the ZoomInfo (GTM) executive?

The filing states that James M. Roth was awarded a target number of performance-based restricted stock units on May 30, 2025. These units were subject to performance conditions, with earned amounts later determined based on results for the 2025 performance period.
Zoominfo Technologies Inc.

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Software - Application
Services-prepackaged Software
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United States
VANCOUVER