Zeta Global (ZETA) Form 144 Filing Details: Trust Sales and Planned Disposition

Rhea-AI Filing Summary

Zeta Global Holdings Corp. (ZETA) submitted a Form 144 notice reporting a proposed sale of 25,000 shares of Class A common stock through Merrill Lynch on the NYSE, with an approximate sale date of 10/02/2025 and an aggregate market value of $556,250. The shares were acquired on 04/03/2024 via estate planning transfers from the settlor of the trust and originate from securities the filer holds against a total outstanding Class A share count of 2,114,490. The filing also lists multiple recent sales by Southbeach Trust R6 totaling 82,823 shares sold across dates in July–September 2025, with gross proceeds reported for each sale. The notice includes the seller's representation that no undisclosed material adverse information is known.

Positive

• Compliance disclosure filed under Rule 144 with specific quantities, dates, and broker information
• Planned sale quantity and value disclosed: 25,000 shares valued at $556,250, with sale route via Merrill Lynch on NYSE
• Recent sale history provided for Southbeach Trust R6 showing transparency on prior dispositions totaling 82,823 shares

Negative

• None.

Insights

Securities Analyst

TL;DR: Routine Rule 144 sale notice showing a planned 25,000-share disposition and multiple recent trust sales; appears procedural, not transformative.

The Form 144 documents a proposed Rule 144 sale of 25,000 Class A shares via Merrill Lynch with an indicated market value of $556,250 and an approximate sale date of 10/02/2025. The shares were received through an estate planning transfer on 04/03/2024 and are being sold from a trust account. The filing also itemizes six prior sales by Southbeach Trust R6 in July–September 2025 totaling 82,823 shares with stated gross proceeds. From an investor-impact perspective, these are issuer-related insider/trust dispositions under Rule 144 and represent liquidity events rather than operational or financial changes to the company.

Corporate Governance Specialist

TL;DR: Disclosure is consistent with compliance expectations; no new governance issues disclosed.

The notice provides required disclosures: acquisition origin (estate planning transfers), acquisition date, and recent sale history for the trust. The signer affirms no undisclosed material adverse information. There is no indication of accelerated insider liquidation or regulatory noncompliance within the form's content. This appears to be a standard Rule 144 compliance filing for an affiliated trust account.

Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK
Filer CCC
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer

SEC File Number

Address of Issuer

Phone

Name of Person for Whose Account the Securities are To Be Sold

See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.

Relationship to Issuer

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Class A Common Stock	Merrill Lynch 200 Park Ave New York NY 10166	25000	556250	2114490	10/02/2025	NYSE

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Class A Common Stock	04/03/2024	Estate Planning Transfers	Acquired from the settlor of the trust for whose accounts the securites are being sold		01/01/2015	25000	04/03/2024	N/A

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Name and Address of Seller	Title of Securities Sold	Date of Sale	Amount of Securities Sold	Gross Proceeds
Southbeach Trust R6 42 Beacon Hill Lane New Canaan MA 06840	Class A Common Stock	09/19/2025	6540	138648
Southbeach Trust R6 42 Beacon Hill Lane New Canaan MA 06840	Class A Common Stock	09/15/2025	5546	111974
Southbeach Trust R6 42 Beacon Hill Lane New Canaan MA 06840	Class A Common Stock	08/07/2025	20541	430129
Southbeach Trust R6 42 Beacon Hill Lane New Canaan MA 06840	Class A Common Stock	08/06/2025	29703	559605
Southbeach Trust R6 42 Beacon Hill Lane New Canaan MA 06840	Class A Common Stock	07/22/2025	1468	22402
Southbeach Trust R6 42 Beacon Hill Lane New Canaan MA 06840	Class A Common Stock	07/02/2025	4025	59621

144: Remarks and Signature

Remarks

Date of Notice

ATTENTION:

The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.

Signature

ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)

FAQ

What does ZETA's Form 144 report?

The Form 144 reports a proposed sale of 25,000 Class A shares of ZETA via Merrill Lynch on the NYSE with an approximate sale date of 10/02/2025 and aggregate market value of $556,250.

When and how were the 25,000 ZETA shares acquired?

The shares were acquired on 04/03/2024 through estate planning transfers from the settlor of the trust for whose account the securities are being sold.

Does the filing show prior recent sales of ZETA shares by the same trust?

Yes. Southbeach Trust R6 sold six blocks between 07/02/2025 and 09/19/2025 totaling 82,823 shares with listed gross proceeds for each sale.

Which broker is handling the proposed 25,000-share sale?

Merrill Lynch, 200 Park Ave, New York, NY is named as the broker for the proposed transaction.

Does the filer assert any undisclosed material information about ZETA?

The filer represents by signature that they do not know any material adverse information regarding the issuer that has not been publicly disclosed.