ZoomInfo CFO has 13,106 shares withheld for taxes

Q: How many GTM shares were withheld for taxes in Michael Graham O'Brien's Form 4?

The reported vesting-related withholding was 758 shares at $4.36 per share for tax liability on HSKB Phantom Units and 13,106 shares at $4.36 per share for tax liability on restricted stock units. No Rule 10b5-1 plan is reported.

Vesting-related share settlements were accompanied by withholding for tax liabilities on the awards.

Available on EDGAR 11/03/2026 - 04:12 PM EST Accepted by SEC EDGAR 11/03/2026 - 04:11 PM EST

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Form Type

Rhea-AI Filing Summary

ZoomInfo Technologies Inc. (GTM) CFO Michael Graham O'Brien reported that, on November 1, 2026, 1,542 HSKB Phantom Units settled one-for-one into common shares. Restricted stock unit settlements covered 3,469 and 23,193 common shares; each unit represents a contingent right to one share.

For the vesting events, 758 shares were withheld at $4.36 per share for tax liability on the HSKB Phantom Units, and 13,106 shares were withheld at $4.36 per share for tax liability on the restricted stock units.

Insider Trade Summary

28,204 shares exercised/converted

Exercise 8 txns

Insider O'Brien Michael Graham

Role CFO

Type	Security	Shares	Price	Value
Exercise	HSKB Phantom Units ^{F1, F5}	1,542	$0.00	$0.00
Exercise	Restricted Stock Units ^{F2, F1, F6}	3,469	$0.00	$0.00
Exercise	Restricted Stock Units ^{F2, F7}	23,193	$0.00	$0.00
Exercise	Common Stock ^F1	1,542	--	--
Exercise	Common Stock ^F2	3,469	--	--
Exercise	Common Stock ^F2	23,193	--	--
Tax Withholding	Common Stock ^F3	758	$4.36	$3K
Tax Withholding	Common Stock ^F4	13,106	$4.36	$57K

Holdings After Transaction: HSKB Phantom Units — 0 contracts (Direct); Restricted Stock Units — 176,222 contracts (Direct); Common Stock — 343,472 shares (Direct)

Holdings Before and After: HSKB Phantom Units, 1,542 to 0 contracts (Direct); Restricted Stock Units, 202,884 to 176,222 contracts (Direct); Common Stock, 329,132 to 343,472 shares (Direct)

Footnotes (7)

F1. 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.
F2. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock.
F3. Reflects shares withheld to cover the Reporting Person's tax liability in connection with the vesting of the HSKB Phantom Units reported herein.
F4. Reflects shares withheld to cover the Reporting Person's tax liability in connection with the vesting of the restricted stock units reported herein.
F5. 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.
F6. 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.
F7. The Reporting Person received an original grant of restricted stock units on July 31, 2025, which vest as follows: (a) 33% on August 1, 2026; and (b) the remainder of the award in equal quarterly installments during the 24 months following August 1, 2026.

Key Figures

Common shares settled from HSKB Phantom Units: 1,542 shares Common shares associated with restricted stock units: 3,469 shares Common shares associated with restricted stock units: 23,193 shares +3 more

6 metrics

Common shares settled from HSKB Phantom Units 1,542 shares November 1, 2026

Common shares associated with restricted stock units 3,469 shares November 1, 2026

Common shares associated with restricted stock units 23,193 shares November 1, 2026

Shares withheld for HSKB Phantom Unit tax liability 758 shares At $4.36 per share on November 1, 2026

Shares withheld for restricted stock unit tax liability 13,106 shares At $4.36 per share on November 1, 2026

Price per share for tax-liability withholding $4.36 per share November 1, 2026

Key Terms

HSKB Phantom Units, restricted stock unit, equal quarterly installments

3 terms

HSKB Phantom Units financial

"Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units")"

restricted stock unit financial

"Each restricted stock unit represents a contingent right"

A restricted stock unit is a promise from a company to give an employee shares of stock after certain conditions are met, like staying with the company for a set amount of time. It’s like earning a bonus that turns into company stock once you’ve proven your commitment, making it a way to motivate and reward employees.

equal quarterly installments financial

"vest in equal quarterly installments"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many GTM shares were withheld for taxes in Michael Graham O'Brien's Form 4?

The reported vesting-related withholding was 758 shares at $4.36 per share for tax liability on HSKB Phantom Units and 13,106 shares at $4.36 per share for tax liability on restricted stock units. No Rule 10b5-1 plan is reported.

When were Michael Graham O'Brien's GTM awards granted and how did they vest?

The HSKB Phantom Units were originally granted December 1, 2023, and vested in equal quarterly installments during the 24 months following November 1, 2024. One restricted stock unit grant was made December 29, 2023, with equal quarterly installments during the 36 months following November 1, 2024; another was granted July 31, 2025, with 33% vesting August 1, 2026, and the remainder in equal quarterly installments during the following 24 months.

AI-generated analysis. How Rhea-AI works. Not financial advice.

Form 4 Insider Transactions: What Each Field Means →

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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

WASHINGTON

98660

(City)

(State)

(Zip)

UNITED STATES

(Country)

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

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
11/01/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Stock	11/01/2026		M⁽¹⁾		1,542	A	⁽¹⁾	330,674	D
Common Stock	11/01/2026		M⁽²⁾		3,469	A	⁽²⁾	334,143	D
Common Stock	11/01/2026		M⁽²⁾		23,193	A	⁽²⁾	357,336	D
Common Stock	11/01/2026		F⁽³⁾		758	D	$4.36	356,578	D
Common Stock	11/01/2026		F⁽⁴⁾		13,106	D	$4.36	343,472	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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
HSKB Phantom Units	⁽¹⁾	11/01/2026		M⁽¹⁾			1,542	⁽⁵⁾	⁽⁵⁾	Common Stock	1,542	$0	0	D
Restricted Stock Units	⁽²⁾	11/01/2026		M⁽¹⁾			3,469	⁽⁶⁾	⁽⁶⁾	Common Stock	3,469	$0	13,875	D
Restricted Stock Units	⁽²⁾	11/01/2026		M⁽²⁾			23,193	⁽⁷⁾	⁽⁷⁾	Common Stock	23,193	$0	162,347	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.

7. The Reporting Person received an original grant of restricted stock units on July 31, 2025, which vest as follows: (a) 33% on August 1, 2026; and (b) the remainder of the award in equal quarterly installments during the 24 months following August 1, 2026.

Remarks:

	/s/ Meredith Weisshaar, as Attorney-in-Fact	11/03/2026
	** 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.
* Form 4: SEC 1474 (03-26)

Source: View Original Filing on SEC EDGAR