Welcome to our dedicated page for ZoomInfo Technologies SEC filings (Ticker: GTM), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
ZoomInfo Technologies Inc. filings document formal disclosures for a public software and data company built around go-to-market intelligence. Recent Form 8-K reports furnish quarterly and annual financial results and disclose capital-structure actions, including common stock repurchase authorization.
Proxy materials cover board composition, committee roles, shareholder voting matters, executive compensation, equity awards and pay-versus-performance disclosures. Together, the filings describe governance practices, operating results, common stock matters and the regulatory record for ZoomInfo’s public-company reporting obligations.
GTM reported insider sales: a 10b5-1 sale by James M. Roth of 45,065 common shares on 02/18/2026 for $299,952.64. The filing also lists 200 restricted stock units tied to an issuer transaction dated 03/01/2026.
ZoomInfo Technologies Inc. Chief Revenue Officer James M. Roth reported several equity transactions. On March 3, 2026, he completed an open-market sale of 200 shares of common stock at $6.1001 per share under a Rule 10b5-1 plan, leaving 104,072 shares directly owned.
On March 1, 2026, restricted stock units granted in 2022 vested and were converted into 387 and 344 shares of common stock at no cost. In connection with this vesting, 331 shares of common stock were withheld at $6.21 per share to cover tax obligations.
ZoomInfo Technologies Inc. reported insider equity activity for its General Counsel and Corporate Secretary, Ashley McGrane. On March 1, 2026, McGrane exercised 207 restricted stock units, converting them into 207 shares of common stock at a stated price of $0.00 per share. A related transaction shows 61 shares of common stock withheld at $6.21 per share to cover tax liabilities tied to this vesting. Following these transactions, McGrane directly owned 58,034 shares of common stock. The filing notes the shares come from a restricted stock unit grant originally awarded on September 1, 2022, which vests in equal quarterly installments during the 21 months following December 1, 2024.
HSKB Funds II, LLC, a 10% owner of ZoomInfo Technologies Inc., reported an "other" transaction involving 6,601 shares of common stock on March 1, 2026. The shares were distributed to ZoomInfo employees, with a portion sold to cover employees’ tax liabilities. After this transaction, HSKB Funds II, LLC directly held 279,635 shares of ZoomInfo common stock.
ZoomInfo Technologies Inc. CFO Michael Graham O'Brien reported multiple equity transactions on March 1, 2026. Restricted stock units vested and were converted into common stock at no cost, increasing his direct holdings. A portion of shares, including 186 common shares at $6.21, was withheld to cover tax liabilities related to this vesting.
ZoomInfo Technologies Inc. Chief Revenue Officer James M. Roth reported an open-market sale of common stock. He sold 45,065 shares on February 18, 2026 at a weighted average price of $6.656 per share, in multiple trades between $6.435 and $6.77. After this planned sale under a Rule 10b5-1 trading plan, he directly holds 103,872 common shares.
ZoomInfo Technologies Inc. received an amended Schedule 13D from HighSage Ventures LLC and Jennifer Stier updating their ownership and recent stock purchases. HighSage reports beneficial ownership of 14,479,835 common shares, or about 4.7% of shares outstanding, while Stier reports 20,410,148 shares, or about 6.7%.
Their ownership percentages are based on 305,294,644 common shares outstanding as of January 31, 2026. Since the original filing, entities they manage have spent a total of $22,893,875 acquiring additional ZoomInfo shares, funded from working capital and potentially through margin accounts.
Recent activity includes open market purchases by entities managed by HighSage and Stier: 2,000,000 shares on February 11, 2026 at a weighted average price of $6.6704 per share, 1,000,000 shares on February 12, 2026 at $6.35 per share, and 500,000 shares on February 13, 2026 at $6.4062 per share.
Morgan Stanley Smith Barney LLC Executive Financial Services filed a notice reporting a 10b5-1 sale by James M. Roth of COMMON stock: 343 shares sold on 12/02/2025 for an aggregate of $3,471.67. The filing also lists Performance Stock Units and Restricted Stock Units with a reference date of 12/31/2025.
ZoomInfo Technologies Inc. received a large shareholder disclosure from investor Ahmet H. Okumus, who reported beneficial ownership of 21,605,149 shares of common stock, representing 7.1% of the class as of the reported event date.
Okumus reports sole voting and dispositive power over 9,000,000 shares and shared voting and dispositive power over 12,605,149 shares. A portion of these securities is directly owned by advisory clients of RPD Fund Management LLC, where Okumus is Managing Member, and none of those clients individually hold more than 5% of the stock. Okumus certifies the holdings are not for the purpose of changing or influencing control of ZoomInfo.