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Family Trust IX plans ZETA (NYSE: ZETA) Class A stock sale under Form 144

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
144

Rhea-AI Filing Summary

A shareholder associated with ZETA filed to sell Class A Common Stock. The filing lists 156,595 shares to be sold through Merrill Lynch, with an aggregate market value of 3,341,737.3, compared with 244,123,600 Class A shares outstanding and an approximate sale date of 07/16/2026 on the NYSE.

The shares were acquired on 02/26/2021 via estate planning transfers from the settlor of the trust whose accounts hold the securities. The trust, identified as Family Trust IX, previously sold 21,011 Class A shares on 06/24/2026 for total proceeds of 394,914.6.

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Insights

Trust-linked holder plans a registered sale of ZETA Class A shares.

A trust associated with a ZETA shareholder has filed to sell 156,595 Class A Common shares, with an aggregate market value of 3,341,737.3, against 244,123,600 Class A shares outstanding. This is a notice of potential resale, not a new share issuance by the company.

The filing notes the shares were obtained on 02/26/2021 via estate planning transfers from the trust’s settlor, indicating a personal wealth-management context. Family Trust IX also sold 21,011 shares on 06/24/2026, for 394,914.6 in total proceeds, which shows recent liquidity activity but does not, by itself, change the business outlook.

Shares to be sold 156,595 shares Class A Common Stock proposed for sale via Merrill Lynch
Aggregate market value of proposed sale 3,341,737.3 Market value of 156,595 Class A shares to be sold
Class A shares outstanding 244,123,600 shares Class A Common Stock outstanding as referenced in the notice
Approximate sale date 07/16/2026 Expected date for selling the 156,595 Class A shares on NYSE
Shares sold in prior 3 months 21,011 shares Family Trust IX sale on 06/24/2026
Proceeds from prior 3-month sale 394,914.6 Aggregate proceeds from 21,011 shares sold on 06/24/2026
Acquisition date of shares 02/26/2021 Date shares were acquired via estate planning transfers
Form 144 regulatory
"144: Securities Information Class A Common Stock"
Form 144 is a document that investors must file with the government when they plan to sell a large number of shares of a company's stock. It helps ensure transparency so everyone knows how many shares are being sold and when, which can impact the stock's price.
Estate Planning Transfers financial
"Class A Common Stock | 02/26/2021 | Estate Planning Transfers"
aggregate market value financial
"Class A Common Stock | Merrill Lynch ... | 156595 | 3341737.3"
Aggregate market value is the combined price you would pay to buy all outstanding shares of a company or all companies in a group at current market prices — essentially the sum of each stock’s market capitalization. It matters to investors because it shows the overall size and weight of an investment or sector (like the total cost to buy every piece of a puzzle), helps compare scale across companies or markets, and influences index composition and risk exposure.
Family Trust IX financial
"Family Trust IX 328 Crandon Blvd Ste 119 #363 Key Biscayne"
Class A Common Stock financial
"Class A Common Stock | Merrill Lynch One Bryant Park New York NY"
Class A common stock is a category of a company’s shares that carries a specific set of ownership rights—most commonly defined voting power and claims on dividends—set out in the company’s charter. For investors it matters because the class determines how much influence you have over corporate decisions, the share’s likely dividend and trading behavior, and how it compares in value to other share classes, like choosing a particular seat with different privileges at the company’s decision-making table.
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FAQ

How many ZETA Class A shares are proposed for sale in this Form 144 filing?

The filing covers a proposed sale of 156,595 shares of ZETA Class A Common Stock. These shares are to be sold through Merrill Lynch, with an aggregate market value of 3,341,737.3 as stated in the notice.

How many ZETA Class A shares were outstanding compared to the shares in this planned sale?

The filing states there were 244,123,600 Class A shares outstanding. The proposed sale involves 156,595 shares, providing context for the size of the transaction relative to the total outstanding shares as of the filing.

When are the ZETA shares in this Form 144 expected to be sold?

The notice lists an approximate sale date of 07/16/2026 for the 156,595 ZETA Class A shares. The shares are expected to be sold on the NYSE, subject to market conditions and completion of the planned transactions.

How and when did the trust acquire the ZETA shares covered by this Form 144?

The shares were acquired on 02/26/2021 through Estate Planning Transfers. They were obtained from the settlor of the trust whose accounts hold the securities that are now being registered for potential sale under this notice.

Who is the selling security holder in this ZETA Form 144 notice?

The selling holder is identified as Family Trust IX, located at 328 Crandon Blvd Ste 119 #363, Key Biscayne, FL 33149. The trust holds ZETA Class A Common Stock that is being registered for potential sale through this filing.

144: Filer Information

144: Issuer Information

144: Securities Information



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


* 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

144: Remarks and Signature