ZETA trust plans sale of Class A stock

A shareholder associated with ZETA filed to sell Class A Common Stock.

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.

Insights

Equity capital markets analyst

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.

Key Figures

Shares to be sold: 156,595 shares Aggregate market value of proposed sale: 3,341,737.3 Class A shares outstanding: 244,123,600 shares +4 more

7 metrics

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

Key Terms

Form 144, Estate Planning Transfers, aggregate market value, Family Trust IX, +1 more

5 terms

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.

FAQ

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

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.

Did the ZETA-related trust sell any Class A shares in the three months before this filing?

Yes. Family Trust IX sold 21,011 Class A shares on 06/24/2026, with aggregate proceeds of 394,914.6. This prior sale is disclosed as part of the three-month transaction history required for the 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.

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

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Accepted by SEC EDGAR 07/10/2026 - 04:55 PM Learn about SEC filing dates

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	0001997856
Filer CCC	XXXXXXXX
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer	ZETA Global Holdings Corp.
SEC File Number	001-40464
Address of Issuer	3 Park Avenue 33rd Floor New York NEW YORK 10016
Phone	2129675055
Name of Person for Whose Account the Securities are To Be Sold	Family Trust IX
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	Stockholder

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 One Bryant Park New York NY 10036	156595	3341737.3	244123600	07/16/2026	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	02/26/2021	Estate Planning Transfers	Acquired from the settlor of the trust for whose accounts the securites are being sold		01/01/2015	156595	02/26/2021	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
Family Trust IX 328 Crandon Blvd Ste 119 #363 Key Biscayne FL 33149	Class A Common Stock	06/24/2026	21011	394914.6

144: Remarks and Signature

Remarks	Additional Sales within the past 3 months for all affiliatesincluded on Trade Addendum.
Date of Notice	07/10/2026
Date of Plan Adoption or Giving of Instruction, If Relying on Rule 10b5-1	06/15/2026
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	Philip Strassler
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)