Zillow Group Inc SEC Filings

Zillow Group, Inc. reported an insider transaction by its Chief Technology Officer on 11/12/2025. The CTO sold a total of 3,893 shares of Class C Capital Stock in several market transactions at weighted average prices ranging from about $70.81 to $73.60. According to the notes, these shares were sold to cover tax withholding due upon the vesting of restricted stock units, rather than as an open-market disposal of existing holdings. After these sales, the CTO beneficially owns 140,656 Class C shares, which remain held directly.

Zillow Group (Z, ZG) insider activity: The company’s Chief Industry Development Officer reported multiple open‑market sales of Class C Capital Stock on 11/12/2025. The filing states the sales represent shares sold to cover tax withholding due upon vesting of restricted stock units.

Transactions included 5,816 shares at a weighted average price of $70.8088, 1,240 shares at $71.7316, 392 shares at $72.7346, and 193 shares at $73.6091. Each tranche was executed across multiple trades within disclosed price ranges. Following these transactions, the reporting person beneficially owns 120,815 Class C shares, held directly.

Zillow Group (Z, ZG) CEO and Director reported open-market sales of 18,401 shares of Class C capital stock across 11/12/2025 and 11/14/2025. Several tranches on 11/12 were sold to cover tax withholding upon RSU vesting, and the 11/14 sale of 10,855 shares was made under a Rule 10b5-1 trading plan adopted on February 13, 2025.

Reported weighted-average sale prices spanned $69.49–$73.70 across the disclosed ranges. Following these transactions, the reporting person directly beneficially owns 134,712 shares.

Zillow Group (Z, ZG) insider transaction: the company’s Chief People Officer reported open‑market sales of Class C Capital Stock. On 11/12/2025, shares were sold in multiple tranches to cover tax withholding due upon RSU vesting, including 2,903 shares at a weighted average price of $70.8031, 622 at $71.7081, 198 at $72.7003, and 96 at $73.5747. On 11/14/2025, 5,455 shares were sold pursuant to a Rule 10b5‑1 plan adopted on 08/30/2024 at a weighted average price of $69.3956. Following these transactions, beneficial ownership is 50,342 Class C shares (direct).

Zillow Group filed its Q3 2025 report showing higher revenue and a return to profitability. Total revenue reached $676 million, up 16% year over year, driven by strength in Rentals and Mortgages. Gross profit was $491 million, up 11%. Net income was $10 million compared with a $20 million loss a year ago, and diluted EPS was $0.04.

Segment performance was mixed but generally stronger: Rentals revenue rose 41% to $174 million; Residential revenue increased 7% to $435 million as visits and revenue per visit improved; Mortgages revenue grew 36% to $53 million on higher loan origination volume. Operating expenses were $494 million, roughly flat versus last year, supporting margin improvement.

Liquidity remained solid with cash and cash equivalents of $874 million and short-term investments of $515 million. The company settled the remaining $419 million principal of its 2025 convertible notes in May for $425 million cash and received approximately 3.1 million shares and $38 million cash from capped call settlements. Share repurchases totaled $438 million year to date, with $38 million in Q3; $943 million remained authorized as of quarter end. Total shareholders’ equity was $4.99 billion.

Zillow Group, Inc. furnished materials announcing its financial results for the quarter ended September 30, 2025. The company provided a press release, supporting tables, and a shareholder letter as Exhibits 99.1, 99.2, and 99.3. The information under Item 2.02 and these exhibits is furnished, not filed, under the Exchange Act.

Lloyd D. Frink, Co‑Executive Chairman & President of Zillow Group (Z), reported option exercises and stock sales executed under a Rule 10b5‑1 trading plan. On 09/22/2025, 09/23/2025 and 09/24/2025 he exercised stock options with a $22.41 exercise price to acquire 3,333; 1,712; and 787 shares respectively. Concurrently, he sold multiple blocks of Class C common stock in separate transactions at weighted average prices ranging roughly from $80.00 to $84.68 per share. Following the reported activity, his direct beneficial ownership in Class C capital stock is 2,233,189 shares, with an additional 697,765 shares held indirectly in the Frink Descendants' Trust.

Zillow Group Form 144 filing for proposed insider sale reports a planned sale of 787 Class C common shares on 09/24/2025 through Charles Schwab, disclosed as resulting from an employee stock option exercise with a cashless broker payment. The filing lists prior sales by the same person, Lloyd D. Frink, across July–September 2025 totaling 365,045 shares sold in multiple transactions. One large block sale of 250,000 shares on 08/14/2025 generated $21,250,000. The listed past three-month gross proceeds sum to $30,636,635 across the reported trades. The filer attests there is no undisclosed material adverse information and signs the notice under the Rule 144 certification requirements.

Zillow Group, Inc. (ZG) Form 144 shows a proposed sale of 1,712 Class C common shares via Charles Schwab with an aggregate market value of $137,877 and an approximate sale date of 09/23/2025. The filer reports acquiring these shares on 09/23/2025 by an employee stock option exercise and using a broker payment for a cashless exercise. The filing also discloses multiple insider sales by Lloyd D. Frink during July–September 2025, including a single large sale of 250,000 shares on 08/14/2025 for $21,250,000, and other transactions totaling substantial gross proceeds across the period. The notice includes the standard attestation that the seller is not aware of undisclosed material adverse information.