Welcome to our dedicated page for Zoominfo Technologies SEC filings (Ticker: ZI), 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., associated in the provided materials with the Nasdaq symbol ZI, files periodic and current reports with the U.S. Securities and Exchange Commission as part of its obligations as a public company. These SEC filings give investors and analysts detailed information about the company’s financial condition, operating performance, capital structure, and governance developments.
Examples of filings reflected in the input data include earnings-related disclosures and a Form 8-K. In its earnings communications, ZoomInfo presents revenue, operating income, cash flow from operations, and other financial data, and also explains how it uses non-GAAP measures such as Adjusted Operating Income, Adjusted Net Income, Adjusted Net Income Per Share, and Unlevered Free Cash Flow. The company provides definitions and reconciliations for these non-GAAP metrics, describing them as tools it uses to evaluate performance and trends in addition to GAAP results.
The 8-K excerpt in the input illustrates how ZoomInfo reports material events such as leadership changes. In that filing, the company discloses the appointment of a permanent Chief Financial Officer, summarizes the executive’s background, and outlines key elements of the related employment agreement and equity awards. This type of current report helps investors track changes in senior management and compensation arrangements.
On Stock Titan’s SEC filings page for ZI, users can access these types of documents as they are made available through EDGAR. The platform’s AI-powered summaries are designed to highlight the main points of lengthy filings, helping readers quickly understand topics such as quarterly and annual results, non-GAAP metric definitions, capital allocation decisions, and governance updates like director or officer appointments reported on Form 8-K. For those researching historical information, filings associated with the ZI symbol also provide context on the company’s evolution, including its later decision to trade under the Nasdaq symbol GTM as described in its press releases.
Michael Graham O'Brien, CFO and Director of ZoomInfo Technologies Inc. (ZI), reported multiple equity vesting transactions on 09/01/2025. The filing shows the vesting of several restricted stock unit grants and HSKB Phantom Units that converted into common stock on a one-for-one basis, resulting in reported non-derivative share amounts ranging from 53,354 to 54,401 shares across the reported entries.
The report also discloses shares withheld to cover the reporting person’s tax obligations: 263 and 170 shares withheld at a price of $10.9 per share. The Form 4 is a standard disclosure of executive compensation vesting and related tax withholding; no option exercises, cash purchases, or sales beyond tax withholding are shown.
Insider transactions at ZoomInfo Technologies Inc. (GTM): Ashley McGrane, General Counsel and Corporate Secretary, reported multiple equity and derivative transactions dated September 1-3, 2025. Restricted stock units and HSKB phantom units vested into shares (totaling 1,318 shares acquired on vesting dates) and certain shares were withheld to cover tax obligations. Separately, shares were sold under a Rule 10b5-1 trading plan at prices of $10.40 and $10.23, reducing beneficial ownership from 17,351 to 16,583 shares by September 3, 2025. Transactions were filed by a single reporting person and signed by an attorney-in-fact.
ZoomInfo Technologies insider activity: This Form 4 reports transactions by James M. Roth, the company's Chief Revenue Officer. Multiple restricted stock units (RSUs) vested on or about September 1, 2025, representing 623, 387, 344 and 11,765 units that converted into common stock. The reporting person had shares withheld to cover taxes for 6,540 shares related to vesting. Pursuant to a Rule 10b5-1 trading plan, 3,288 shares were sold on September 3, 2025, at a weighted average price of $10.259 per share. Following these transactions the reporting person beneficially owned 44,168 shares.
HSKB Funds II, LLC reported on Form 4 that it disposed of 10,365 shares of ZoomInfo Technologies Inc. common stock on 09/01/2025 under transaction code J(1), with a reported price of $0. After the disposition the reporting person beneficially owned 345,307 shares. The filing states the disposition reflects a distribution of ZoomInfo shares to employees, with some shares sold to cover related tax liabilities. The Form 4 was signed by Meredith Weisshaar as attorney-in-fact for Henry Schuck on 09/03/2025.
ZoomInfo Technologies Inc (ZI) Form 144 shows a proposed sale of 286 shares of common stock, acquired as Restricted Stock Units on 01/01/2025, with an aggregate market value of $2,942.94. The sale is planned for 09/03/2025 on NASDAQ. The filing reports 318,630,783 shares outstanding for the issuer. The notice also lists recent sales by the same person under 10b5-1 plans: 453 shares on 09/02/2025, 4,617 shares on 08/01/2025, 1,398 on 07/02/2025, and 1,240 on 07/01/2025, with gross proceeds shown for each sale.
Form 144 notice filed relating to ZoomInfo Technologies Inc (ticker ZI). The filer notifies a proposed sale of 3,288 common shares (restricted stock units) acquired on 09/01/2025, with an aggregate market value of $33,833.52. The shares are to be sold through Morgan Stanley Smith Barney LLC on NASDAQ with an approximate sale date of 09/03/2025. The filing states the securities were granted by the issuer and paid (if applicable) on 09/01/2025. The notice also discloses prior 10b5-1 sales by James M. Roth of 14,773 shares on 07/02/2025 for $148,468.65 and 18,408 shares on 06/05/2025 for $184,398.72. The filer certifies no undisclosed material adverse information.
ZoomInfo Technologies Inc (ZI) Form 144 notice: A holder intends to sell 453 common shares, with an aggregate market value of $4,937.70, through Morgan Stanley Smith Barney on 09/02/2025 via NASDAQ. The shares were acquired as Restricted Stock Units from the issuer on 01/01/2025 and payment was recorded on the same date. The filer also reports multiple 10b5-1 plan sales by Ashley McGrane in the past three months totaling 7,827 shares and gross proceeds of $77,832.63 across sales dated 06/03/2025, 07/01/2025, 07/02/2025, and 08/01/2025. The notice includes the seller’s representation that they are not aware of undisclosed material adverse information and references reliance on Rule 10b5-1 where applicable.
HighSage Ventures LLC and Jennifer Stier disclosed ownership stakes in ZoomInfo Technologies Inc. (Common Stock). HighSage Ventures reports beneficial ownership of 12,479,835 shares (approximately 3.9% of outstanding common stock) and Ms. Stier reports beneficial ownership of 16,910,148 shares (approximately 5.3%), based on 318,630,783 shares outstanding as of July 31, 2025.
The filing says the aggregate cost for the reported shares is approximately $195.3 million. It lists multiple open-market purchases between August 6 and August 20, 2025, with weighted average purchase prices noted for several days (examples: $10.0316 on August 6; $10.455 on August 7; $9.7837 on August 11). Owen Wurzbacher, HighSage's Chief Investment Officer, serves on ZoomInfo’s board. The Reporting Persons state the shares were acquired for investment purposes and may buy or sell, engage with management or nominate directors.
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